$TXT Created by           G at CHY0016.FO-BAYPINES.DOMAIN.EXT  (KIDS) on Friday, 01/10/25 at 15:12
=============================================================================
Run Date: FEB 03, 2025                     Designation: SD*5.3*898
Package : SD - SCHEDULING                     Priority: Mandatory
Version : 5.3       SEQ #746                    Status: Released
                  Compliance Date: FEB 17, 2025
=============================================================================

Associated patches: (v)SD*5.3*897  <<= must be installed BEFORE `SD*5.3*898'

Subject: Updates to Scheduling RPCs

Category: 
  - Routine
  - Enhancement (Mandatory)
  - Other

Description:
============

 VistA Scheduling (VS) patch SD*5.3*898 includes several defect corrections
 and enhancements including:
  
 The following RPCs were updated to include the provider name and title in
 the clinic object:
  SDES2 GET CLINIC AVAIL BY SVC
  SDES2 GET CLINIC INFO
  SDES2 GET CLINICS BY CLIN LIST
  SDES2 SEARCH CLIN ATTRIBUTES
  
 The logic supporting the cancellation of timeslots was updated so that 
 the entire day's slot can be cancelled, even if they have been previously
 cancelled and subsequently restored.
  
 The SDES2 REACTIVATE CLINIC RPC was updated to allow re-activating a
 clinic provided is it beyond the 24 hour inactivate window.
  
 The SDES2 GET CLINICS BY CLIN LIST RPC has been updated to process all
 Clinic IENs passed in. For valid IENS, it will return the clinic data, 
 for invalid IENs, it will pass back an error message noting the invalid
 IENs.
  
 The following RPCs were created to allow the Clinic Profile Managers to
 add, edit and delete clinic letters for the clinics assigned to them.
  SDES2 CREATE LETTER
  SDES2 DELETE LETTER
  SDES2 EDIT LETTER  
  
 The SDES2 CREATE APPOINTMENT RPC was updated to reset the status of the 
 Parent Appointment to open when a child appointment is cancelled.
  
 The new SDES2 SEARCH LETTER will search for and return Letter Names and 
 IENs from the LETTER (#407.5) file for records that match the search
 criteria. The search criteria can be either of the following:
  SEARCH("LETTER TYPE")=""        REQ  ('A', 'C', 'N', 'P' are valid)
  SEARCH("SEARCH STRING")=""      OPT  (3 to 35 characters)
  
 The validation for the SDES2 BLOCK AND MOVE RPC was updated to allow the
 blocking and moving of an appointment even when that appointment is in a
 slot with more than one appointment availability.
  
 The following RPCs were updated to print the temporary address that is
 active on a patient record:
  SDES2 PRINT APPT LETTER 
  SDES2 PRINT APPT LETTERS
  
  
 Patch Components:
 -----------------
  
 Files & Fields Associated:                            New/Modified/Deleted
 --------------------------                            --------------------
 SDES ERROR CODES           New errors being               Modified
 (#409.93)                   deployed
  
 File Name (Number)         Field Name                 New/Modified/Deleted
 ------------------         ----------                 --------------------
  
 Forms Associated:
 -----------------
                                                                  
 Form Name                   File Number               New/Modified/Deleted
 ---------                   -----------               --------------------
 N/A
  
 Mail Groups Associated:
 -----------------------
  
 Mail Group Name             New/Modified/Deleted
 ---------------             --------------------
 N/A
  
 Options Associated:
 -------------------
  
 Option Name                Type                      New/Modified/Deleted
 -----------                ----                      --------------------
 SDESRPC                    Broker                        Modified
  
 Protocols Associated:
 ---------------------
  
 Protocol Name                            New/Modified/Deleted
 -------------                            --------------------
  
 Security Keys Associated:
 -------------------------
  
 Security Key Name
 -----------------
 N/A
  
 Templates Associated:
 ---------------------
  
 Template Name             Type File Name (Number)   New/Modified/Deleted
 -------------             -----------------------   --------------------
 N/A
  
 Remote Procedures Associated:
 -----------------------------
  
 Remote Procedure Name             New/Modified/Deleted
 ---------------------             --------------------
 SDES2 CREATE LETTER                   New
 SDES2 DELETE LETTER                   New
 SDES2 EDIT LETTER                     New
 SDES2 GET CLINIC AVAIL BY SVC         Modified
 SDES2 GET CLINIC INFO                 Modified
 SDES2 GET CLINICS BY CLIN LIST        Modified
 SDES2 SEARCH CLINIC ATTRIBUTES        Modified
 SDES2 SEARCH LETTER                   New
  
 Parameter Definitions Associated:
 ---------------------------------
 N/A
  
  
 Defect Tracking System Ticket(s) & Overview:
 --------------------------------------------
  
 JIRA tasks:
 ===========
  
 1) VSE-7857: VistA: Return both provider name and title in the clinic
  object
  
  Problem:
  As a clinic Profile Manager, when I search for a clinic, I want both the 
  provider name and title returned in the clinic object so that I have that
  information when I read or edit the clinic.
  
  Resolution:
  The following RPCs were updated to include the provider name and title in
  the clinic object:
   SDES2 GET CLINIC AVAIL BY SVC
   SDES2 GET CLINIC INFO
   SDES2 GET CLINICS BY CLIN LIST
   SDES2 SEARCH CLIN ATTRIBUTES
  
 2) VSE-8858: VistA: User is unable to Cancel entire day of timeslots for
  the second time if entire day of timeslots for that day was cancelled
  previously.
  
  Problem:
  User is unable to Cancel entire day of timeslots for the second time if 
  entire day of timeslots for that day was cancelled previously.
  
  Resolution:
  The logic supporting the cancellation of timeslots was updated so that 
  the entire day's slot can be cancelled, even if they have been previously
  cancelled and subsequently restored.
  
 3) VSE-8958: VistA: Modify SDES2 REACTIVATE CLINIC to allow todays date.
  
  Problem:
  As a Clinical profile manager I want to Reactivate a clinic on the date 
  they are on for the same day as long as it is beyond the 24 hour 
  inactivate window.
  
  Resolution:
  The SDES2 REACTIVATE CLINIC RPC was updated to allow re-activating a 
  clinic provided is it beyond the 24 hour inactivate window.
  
 4) VSE-9000: VistA: Modify SDES2 GET CLINICS BY CLIN LIST to process all
  clinics IENs in the CLINIC array.
  
  Problem:
  Update the SDES2 GET CLINICS BY CLIN LIST RPC to process all clinic 
  IENs in the CLINIC array, even when the IEN is invalid. RPC should return
  data for valid IENs and error info for invalid IENs.
  
  Resolution:
  The SDES2 GET CLINICS BY CLIN LIST RPC has been updated to process all
  Clinic IENs passed in. For valid IENS, it will return the clinic data, 
  for invalid IENs, it will pass back an error message noting the invalid 
  IENs.
  
 5) VSE-9045: VistA: Create an SDES2 RPC that is a rewrite of the 
  Enter/Edit Letters OPTION in VistA Roll and Scroll.
  
  Problem:
  As a Clinic Profile Manager, I need the ability to add and edit letters 
  for the clinic so that I can attach new and updated letters to the 
  clinics I work with.  
  
  Resolution:
  The following RPCs were created to allow the Clinic Profile Managers to 
  add, edit and delete clinic letters for the clinics assigned to them.
   SDES2 CREATE LETTER
   SDES2 DELETE LETTER
   SDES2 EDIT LETTER  
  
 6) VSE-9067: VistA: The end user is receiving an error when trying to
  schedule in ISS- {"Appointment": {"IEN":""}.
  
  Problem:
  The end user is receiving an error when trying to schedule in ISS- 
  \{"Appointment":{"IEN":""}, "Error": ["Appointment Request Current Status
  is Closed."]}. This is due to the parent request on MRTCs is not always 
  being opened on cancel appointment.
  
  Resolution:
  The SDES2 CREATE APPOINTMENT RPC was updated to reset the status of the 
  Parent Appointment to open when a child appointment is cancelled.
  
 7) VSE-9071: JS - VistA: Create an SDES2 SEARCH LETTER RPC to return back 
  the IEN and names of letters.
  
  Problem:
  Need to create the SDES2 SEARCH LETTER RPC to return back the IEN and
  names of letters.
  
  Resolution:
  The new SDES2 SEARCH LETTER will search for and return Letter Names and 
  IENs from the LETTER (#407.5) file for records that match the search
  criteria. The search criteria can be either of the following:
   SEARCH("LETTER TYPE")=""        REQ  ('A', 'C', 'N', 'P' are valid)
   SEARCH("SEARCH STRING")=""      OPT  (3 to 35 characters)
  
 8) VSE-9076: VistA: Block and Move error validation.
  
  Problem:
  The current Block and Move (B&M) validation prevents moving an 
  appointment if the slot containing the appointment had more that one 
  appointment availability.
  
  Resolution:
  The validation for the SDES2 BLOCK AND MOVE RPC was updated to allow the 
  blocking and moving of an appointment even when that appointment is in a 
  slot with more than one appointment availability.
  
 9) VSE-9077: VistA: The SDES2 print appointment letters does not print a
  temporary address that is active on a patient record.
  
  Problem:
  The SDES2 print appointment letters does not print a temporary address 
  that is active on a patient record.
  
  Resolution:
  The following RPCs were updated to print the temporary address that is
  active on a patient record:
   SDES2 PRINT APPT LETTER 
   SDES2 PRINT APPT LETTERS
  
  
 Test Sites:
 -----------
 Orlando, FL (ORL)
 Salt Lake City, UT (SLC)
  
  
 Software and Documentation Retrieval Instructions:
 ---------------------------------------------------- 
 Software is distributed by PackMan message.
  
 Other Software Files:
 This release also includes documentation and other software files. They 
 can be obtained at:
 https://download.vista.domain.ext/index.html/SOFTWARE/
  
 Documentation Title                 File Name                     FTP Mode
 --------------------------------------------------------------------------
 PIMS Technical Manual                  SD_PIMS_TM                 Binary
  
  
 Documentation describing the new functionality is included in this 
 release. Documentation can be found on the VA Software Documentation 
 Library at: https://www.domain.ext/vdl/
  
  
 Patch Installation:
 -------------------
  
 Pre/Post Installation Overview:
 -------------------------------
 N/A
  
 Pre-Installation Instructions:
 ------------------------------
 N/A
                       
 Setup/Configuration Instructions:
 ---------------------------------
 This patch may be installed with users on the system, although it is 
 recommended that it be installed during non-peak hours to minimize
 potential disruption to users.
  
 This patch should take less than 5 minutes to install.
  
     
  1.  Choose the PackMan message containing this patch.
       
  2.  Choose the INSTALL/CHECK MESSAGE PackMan option.  
       
  3.  From the KIDS Menu, select the Installation Menu. From this menu, 
      you may elect to use the following options. When prompted for the
      INSTALL NAME, enter SD*5.3*898.
      a.  Backup a Transport Global - This option will create a backup
          message of any components exported with this patch. You are
          prompted to select "R" for Routines or "B" for Build. For
          this patch, backing up the "B"uild is suggested.
  
            Select one of the following:
   
                   B         Build
                   R         Routines
   
            Enter response: Build
   
      b.  Compare Transport Global to Current System - This option will
          allow you to view all changes that will be made when this patch
          is installed. It compares all components of this patch
          (routines, DDs, templates, etc.).
      c.  Verify Checksums in Transport Global - This option will allow
          you to ensure the integrity of the routines that are in the
          transport global.
  
  4.  From the Installation Menu, select the Install Package(s) option 
      and when prompted for the INSTALL NAME, enter SD*5.3*898.
     
  5.  If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of
      Install? NO//' respond NO.
       
  6.  When prompted "Want KIDS to INHIBIT LOGONs during the install?
      NO//" respond NO.
        
  7.  If prompted "Want to DISABLE Scheduled Options, Menu Options, 
      and Protocols? NO//" respond NO. 
        
  8.  If prompted "Delay Install (Minutes):  (0 - 60): 0//" respond 0.
  
  
 Post-Installation Instructions:
 -------------------------------
 Post install routine SDES897P will automatically run at the end of the 
 installation process. After the post install has finished running, sites 
 can delete the SDES897P routine using the Delete Routines [XTRDEL] if 
 they wish.
  
  
 Back-Out Plan/Roll Back Plan:
 -----------------------------
 1. Load the Backup MailMan Message
   a. Go into MailMan and find the backup message created in step 3a of the
      installation process and read that message.
   b. At the "Type <Enter> to continue or '^' to exit:" prompt enter ^ to
      get to the command prompt.
   c. At the command prompt enter X for eXtract and press enter.
   d. At the "Select PackMan function:" prompt enter 6 for INSTALL/CHECK
      MESSAGE and press enter.
   e. At the "OK to Continue with Load? NO//" prompt, type YES and press
      enter.
   f. At the "Want to Continue with Load? YES//" prompt, press enter.
   g. Exit MailMan.
  
 2. Go Into the Kernel Installation & Distribution System (KIDS) and 
    load and install the backup like you would a regular patch.
   a. Enter D ^XUP at the command prompt.
   b. At the "Select OPTION NAME:" prompt, enter Kernel Installation &
      Distribution System" and press enter.                                
   c. From the main KIDS menu, select the Installation ... option.
   d. From the Installation ... option, select 6 Install Package(s).
   e. At the "Select INSTALL NAME:" prompt enter SD*5.3*898b.
   f. If prompted for "Want KIDS to INHIBIT LOGONs during the install?
      NO//" take the default by pressing enter.
   g. If prompted for "Want to DISABLE Scheduled Options, Menu Options,
      and Protocols? NO//" take the default by pressing enter.
   h. At the DEVICE: prompt, enter the output device of your choice.
   i. Verify that the SD*5.3*898b backup installs without any issues.

Routine Information:
====================
The second line of each of these routines now looks like:
 ;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 5

The checksums below are new checksums, and
 can be checked with CHECK1^XTSUMBLD.

Routine Name: SDES2APTLETTER
    Before:B124607234   After:B124618249  **895,898**
Routine Name: SDES2BLOCKANDMOV
    Before: B84202114   After: B84200869  **875,880,889,895,897,898**
Routine Name: SDES2CANCLNAVAIL
    Before: B73267434   After: B72235486  **869,873,875,880,886,893,898**
Routine Name: SDES2CLININFO
    Before:B187623850   After:B187997077  **893,895,898**
Routine Name: SDES2CLNSEARCH
    Before: B84554985   After: B89094734  **870,871,875,887,895,898**
Routine Name: SDES2CREATEAPPT
    Before:B153224938   After:B150485659  **866,869,873,875,877,880,881,
                                           886,893,895,898**
Routine Name: SDES2ENTERLETTER
    Before:       n/a   After: B46127453  **898**
Routine Name: SDES2GETCLINAVL
    Before: B46583876   After: B49401134  **880,887,898**
Routine Name: SDES2REACTTCLIN
    Before: B29688814   After: B29673069  **861,864,877,898**
 
Routine list of preceding patches: 897

=============================================================================
User Information:
Entered By  :                               Date Entered  : NOV 25, 2024
Completed By:                               Date Completed: FEB 03, 2025
Released By :                               Date Released : FEB 03, 2025
=============================================================================


Packman Mail Message:
=====================

$END TXT