$TXT Created by G at CHY0077.FO-BAYPINES.DOMAIN.EXT (KIDS) on Tuesday, 02/25/25 at 10:21 ============================================================================= Run Date: MAR 13, 2025 Designation: SD*5.3*901 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #749 Status: Released Compliance Date: MAR 26, 2025 ============================================================================= Associated patches: (v)SD*5.3*889 <<= must be installed BEFORE `SD*5.3*901' (v)SD*5.3*899 <<= must be installed BEFORE `SD*5.3*901' Subject: SCHEDULING UPDATES TO SUPPORT FRONT END APPLICATIONS Category: - Routine - Enhancement (Mandatory) - Other Description: ============ VistA Scheduling (VS) patch SD*5.3*901 includes several defect corrections and enhancements including: The SDES2 PRINT APPT LETTERS RPC was updated to process all entries in the SDINPUT("Appointment IEN") array and return either the letter info or an error message noting which Appointment IEN was invalid. The new SDES2 EDIT TEMP ADDRESS RPC allows the activation and addition of a patient's temporary address, and it also allows the deletion and/or deactivation of a patient's temporary address. The SDES2 GET PATIENT REGISTRATION RPC was updated to return the Temporary Address Active field. The new SDES2 GET LETTER TYPES returns all active letter types associated with letters in the LETTER File (#407.5). The verbiage "Can only be invoked by Acheron" was added as the last line of each of the SDES and SDES2 RPCs. In addition, the AVAILABILITY (#.05) filed was set to R:RESTRICTED. The following RPCs were updated to not create an Audit record if there is not an actual comment/note on the Recall Request, Appointment Request or Appointment: SDES2 CREATE APPT REQ SDES2 EDIT APPT REQ SDES2 CREATE RECALL REQUEST SDES2 CREATE APPOINTMENT The SDES2 GET CLINIC AVAIL BY SVC RPC was updated to only return clinics which have an exact match for both the Primary and Credit Stop Codes. This matching logic applies even when the Credit Stop Code is not passed in. The SDES2 GET CONSULT CLINIC INFO RPC definition in the REMOTE PROCEDURE (#8994) file will be deleted as the RPC was never needed. 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 ------------- -------------------- N/A 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 --------------------- -------------------- SDES ADD CLNGRP ITEM Modified SDES ADD PRIV USER Modified SDES ADD/UPDATE CONTACT Modified SDES ADDEDIT CLINIC GRP Modified SDES BLOCK AND MOVE Modified SDES CANCEL APPOINTMENT 2 Modified SDES CANCEL CHECKIN Modified SDES CANCEL CLIN AVAILABILITY Modified SDES CANCEL CLIN PRECAN LIST Modified SDES CHECK ORDER LOCK Modified SDES CHECKIN Modified SDES CHECKOUT Modified SDES CREATE APPOINTMENTS Modified SDES CREATE APPT BLK AND MOVE Modified SDES CREATE APPT REQ Modified SDES CREATE CLIN AVAILABILITY Modified SDES CREATE LAST SELECTED PAT Modified SDES CREATE RECALL REQ 2 Modified SDES CREATE SPEC NEEDS PREFS Modified SDES CREATE VET REQ SCHED APPT Modified SDES CREATE WALKIN APPT Modified SDES DELETE CLINIC GROUP Modified SDES DELETE CLNGRP ITEM Modified SDES DELETE PRIV USER Modified SDES DELETE PRIV USERS Modified SDES DELETE VVS ID Modified SDES DISPLAY CONTACT Modified SDES DISPOSITION APPT REQ Modified SDES DISPOSITION RECALL REQ Modified SDES EDIT APPOINTMENT Modified SDES EDIT APPT REQ Modified SDES EDIT CHECK-IN STEP Modified SDES EDIT CLINIC AVAILABILITY Modified SDES EDIT RECALL REQ 2 Modified SDES EDIT SPEC NEEDS PREFS Modified SDES GET ALL CANCEL COMMENTS Modified SDES GET ALL CLINIC HASHES Modified SDES GET APPT BY APPT IEN Modified SDES GET APPT BY REQ/APPT TYP2 Modified SDES GET APPT CHECK-IN STEP 2 Modified SDES GET APPT CHECK-IN STEPS 2 Modified SDES GET APPT REQ BY IEN Modified SDES GET APPT REQ BY PAT ALL Modified SDES GET APPT REQ BY PAT OPEN Modified SDES GET APPT REQ BY PATIENT Modified SDES GET APPT REQ BY TYPE VET Modified SDES GET APPT REQ LIST BY DFN Modified SDES GET APPT REQS BY IENS2 Modified SDES GET APPT TYPES Modified SDES GET APPTREQ BY INST Modified SDES GET APPTREQ BY INST2 Modified SDES GET APPTS BY CLIN IEN 3 Modified SDES GET APPTS BY CLIN LIST2 Modified SDES GET APPTS BY CLINIEN LIST Modified SDES GET APPTS BY IENS2 Modified SDES GET APPTS BY PATIENT DFN3 Modified SDES GET APPTS BY RESOURCE Modified SDES GET AVAIL BY CLIN LIST Modified SDES GET AVAIL BY STOP CODE Modified SDES GET CANCEL REASONS Modified SDES GET CANCMTS Modified SDES GET CHECK-IN STEP Modified SDES GET CHECK-IN STEPS Modified SDES GET CLIN AVAILABILITY Modified SDES GET CLINIC INFO2 Modified SDES GET CLINIC INFO3 Modified SDES GET CLINIC ORIGINAL AVAIL Modified SDES GET CLINIC STOPCD Modified SDES GET CLINIC STORED HASH Modified SDES GET CLINICS BY CLIN LIST Modified SDES GET CLINICS BY PROVIDER Modified SDES GET COMP/PEN 2507 Modified SDES GET CONSULT DETAILS Modified SDES GET CONSULTS BY DFN Modified SDES GET CONSULTS BY IEN Modified SDES GET DISPOSITION REASONS Modified SDES GET DIVISION LIST Modified SDES GET INSURANCE VERIFY LIST Modified SDES GET INSURANCE VERIFY REQ Modified SDES GET LAST SELECTED PAT Modified SDES GET LETTER BY IEN Modified SDES GET LETTER TYPES Modified SDES GET LETTERS BY TYPE Modified SDES GET MISSION ACT AVAIL Modified SDES GET MISSION ACT ELIG Modified SDES GET MISSION ACT ELIG FEDT Modified SDES GET PATCH NUMBER Modified SDES GET PATIENT CMMTS Modified SDES GET PATIENT FLAGS Modified SDES GET PATIENT INQUIRY Modified SDES GET PATIENT PREF Modified SDES GET PATIENT REGISTRATION2 Modified SDES GET PATIENT WARD Modified SDES GET PATREG BY DFNICN Modified SDES GET RECALL BY IEN Modified SDES GET RECALLS BY DFN Modified SDES GET RESOURCE BY CLINIC Modified SDES GET RESOURCE BY DUZ Modified SDES GET SPEC NEEDS AND PREFS Modified SDES GET STOPCD DETAIL Modified SDES GET TIU DOC BY CONTEXT Modified SDES GET USER PROFILE BY DUZ Modified SDES GET USRPROFILE Modified SDES GET VISTA DEVICES Modified SDES GET VVS APPT Modified SDES GET VVS ID Modified SDES GETVVSMAKEINFO JSON Modified SDES INACTIVATE/ZZ CLINIC Modified SDES NOSHOW Modified SDES PATIENT SEARCH Modified SDES PRINT APPT LETTER Modified SDES PRINT APPT LETTER VISTA Modified SDES PRINT APPT LETTERS Modified SDES PRINT APPT LETTERS VISTA Modified SDES PRINT PATIENT APPTS Modified SDES REACTIVATE CLINIC Modified SDES READ CLINIC GROUP Modified SDES READ PRIV USERS Modified SDES SAVE VVS ID Modified SDES SEARCH CLINIC Modified SDES SEARCH CLINIC ATTRIBUTES Modified SDES SEARCH CLINIC GRP Modified SDES SEARCH PRIVILEGED USER Modified SDES SEARCH PROVIDERS Modified SDES SEARCH RECALL CLINICS Modified SDES SEARCH RECALL PROVIDERS Modified SDES SEARCH VVS PROVIDERS JSON Modified SDES SET APPT CHECK-IN STEP Modified SDES SET CHECK-IN STEP Modified SDES SET COMP/PEN AMIE TRKNG Modified SDES SPACEBAR VVS PRO Modified SDES UNDO CHECKOUT Modified SDES UNDO NOSHOW Modified SDES UPDATE CLINIC HASH Modified SDES2 ADD CONTACT ATTEMPT Modified SDES2 BLOCK AND MOVE Modified SDES2 BLOCK PBSP SLOTS Modified SDES2 CANCEL APPOINTMENT Modified SDES2 CANCEL CLINIC AVAIL Modified SDES2 CHECK CLIN AVAIL DEFINED Modified SDES2 CHECKIN Modified SDES2 CREATE APPOINTMENT Modified SDES2 CREATE APPT REQ Modified SDES2 CREATE CLINIC Modified SDES2 CREATE CLINIC AVAIL Modified SDES2 CREATE LAST SELECTED PAT Modified SDES2 CREATE LETTER Modified SDES2 CREATE PROVIDER RESOURCE Modified SDES2 CREATE RECALL REQUEST Modified SDES2 CREATE SPEC NEEDS PREFS Modified SDES2 CREATE VET REQ AND APPT Modified SDES2 CREATE WALKIN APPT Modified SDES2 DELETE LETTER Modified SDES2 DISPOSITION APPT REQ Modified SDES2 DISPOSITION RECALL REQ Modified SDES2 EDIT APPOINTMENT Modified SDES2 EDIT APPT REQ Modified SDES2 EDIT CLINIC Modified SDES2 EDIT LETTER Modified SDES2 EDIT PAT DEMOGRAPHICS Modified SDES2 EDIT PAT PRE-REG Modified SDES2 EDIT PROVIDER RESOURCE Modified SDES2 EDIT RECALL REQUEST Modified SDES2 EDIT SPEC NEEDS PREFS Modified SDES2 EDIT TEMP ADDRESS New SDES2 GET APPT BY APPT IEN Modified SDES2 GET APPT REQ BY DFN Modified SDES2 GET APPT REQ BY IEN Modified SDES2 GET APPT REQ BY TYP VET Modified SDES2 GET APPT REQ LIST BY DFN Modified SDES2 GET APPT TYPES BY DFN Modified SDES2 GET APPTS BY APPT IENS Modified SDES2 GET APPTS BY CLIN LIST Modified SDES2 GET APPTS BY CLINIC IEN Modified SDES2 GET APPTS BY CLINIC LIST Modified SDES2 GET APPTS BY CLN RES IEN Modified SDES2 GET APPTS BY PAT DFN2 Modified SDES2 GET APPTS BY PATIENT DFN Modified SDES2 GET APPTS CLINIEN LIST Modified SDES2 GET CANCELLED SLOTS Modified SDES2 GET CLINIC AVAIL BY SVC Modified SDES2 GET CLINIC INFO Modified SDES2 GET CLINICS BY CLIN LIST Modified SDES2 GET CLINICS BY PROVIDER Modified SDES2 GET CLINICS BY STATION Modified SDES2 GET CONSULT BY IEN Modified SDES2 GET CONSULT CLINIC INFO Deleted SDES2 GET CONSULTS BY DFN Modified SDES2 GET CONTACT ATTEMPTS Modified SDES2 GET DEMOGRAPHICS Modified SDES2 GET DISP CONT ATTEMPTS Modified SDES2 GET DIVISION LIST Modified SDES2 GET ELIGIBILITY CODES Modified SDES2 GET EXPANDED ENTRY Modified SDES2 GET EXPANDED ENTRY 2 Modified SDES2 GET HELP LINKS Modified SDES2 GET HOLIDAYS Modified SDES2 GET INFO FOR VIDEO VISIT Modified SDES2 GET LAST SELECTED PAT Modified SDES2 GET LETTER TYPES New SDES2 GET PAT DEMOGRAPHICS Modified SDES2 GET PATIENT CLIN STATUS Modified SDES2 GET PATIENT EP Modified SDES2 GET PATIENT INFO Modified SDES2 GET PATIENT MED LIST Modified SDES2 GET PATIENT REGISTRATION Modified SDES2 GET RECALL APPT TYPES Modified SDES2 GET RECALL BY IEN Modified SDES2 GET RECALL DELETE REASON Modified SDES2 GET RECALLS BY DFN Modified SDES2 GET REQUESTS BY INST Modified SDES2 GET RESOURCE GROUP Modified SDES2 GET RESOURCE IEN Modified SDES2 GET SCHEDULING USERS Modified SDES2 GET SERVICES FOR CLINICS Modified SDES2 GET SPEC NEEDS PREFS Modified SDES2 GET URGENCY LIST Modified SDES2 GET USER PROF BY SECID Modified SDES2 GET USER PROFILE BY DUZ Modified SDES2 GET VIDEO VISIT PROV Modified SDES2 GET VVC STOP CODES Modified SDES2 INACTIVATE CLINIC Modified SDES2 NO-SHOW Modified SDES2 PATIENT SEARCH Modified SDES2 PRINT APPT LETTER Modified SDES2 PRINT APPT LETTERS Modified SDES2 QUERY APPT REQUESTS Modified SDES2 REACTIVATE CLINIC Modified SDES2 RESTORE CLIN AVAIL Modified SDES2 SEARCH CLIN BY STOP CODE Modified SDES2 SEARCH CLINIC ATTRIBUTES Modified SDES2 SEARCH CLINIC SLOTS Modified SDES2 SEARCH LETTER Modified SDES2 SEARCH PROVIDERS Modified SDES2 SEARCH RECALL CLINICS Modified SDES2 SEARCH RECALL PROVIDERS Modified SDES2 SET APPT CHECKIN Modified SDES2 SET APPT CHECKOUT Modified SDES2 SET CHECK-IN STEP Modified SDES2 UNBLOCK PBSP SLOTS Modified SDES2 UNDO CHECKOUT Modified SDES2 UNDO NO-SHOW Modified Parameter Definitions Associated: --------------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- JIRA tasks: =========== 1) VSE-9049: VistA: Update the SDES2 PRINT APPT LETTERS RPC to process all Appointment IENs in the SDINPUT("Appointment IEN") array. Problem: Update the SDES2 PRINT APPT LETTERS Remote Procedure Call (RPC) to process all Appointment IENs in the SDINPUT("Appointment IEN") array, even when the IEN is for an appointment whose associated clinic doesn't have the type of letter specified in SDINPUT("Letter Type"). Resolution: The SDES2 PRINT APPT LETTERS RPC was updated to process all entries in the SDINPUT("Appointment IEN") array and return either the letter info or an error message noting which Appointment IEN was invalid. 2) VSE-9106: VistA: Modify SDES2 EDIT PAT DEMOGRAPHICS to update temporary address fields. Problem: As a scheduler, I want to view and update the patient's temporary address so that I don't have to update the temporary address in VistA. Resolution: The new SDES2 EDIT TEMP ADDRESS RPC allows the activation and addition of a patient's temporary address, and it also allows the deletion and/or deactivation of a patient's temporary address. The SDES2 GET PATIENT REGISTRATION RPC was updated to return the Temporary Address Active field. 3) VSE-9301: VistA: Create a new SDES2 RPC that returns the letter types and modify SDES2ENTERLETTER routine to not use $$FIND1 when finding letter type. Problem: It was determined that some sites have additional letter types. This will require us to send the UIs the types of letters that can be created and edited. We also will need to modify the current SDES2ENTERLETTER logic to not use the $$FIND1 as the sites have sometimes used the same first letter for multiple letters. Resolution: The new SDES2 GET LETTER TYPES returns all active letter types associated with letters in the LETTER File (#407.5). 4) VSE-9353: VistA: Update all SDES RPCs for restrictions. Problem: All SDES and SDES2 RPCs need to have the following verbiage added to their description: "Can only be invoked by Acheron". Also the AVAILABILTY should be marked as RESTRICTED. Resolution: The verbiage "Can only be invoked by Acheron" was added as the last line of each of the SDES and SDES2 RPCs. 5) VSE-9356: VistA: Update all SDES2 RPCs for restrictions. Problem: All SDES and SDES2 RPCs need to have the following verbiage added to their description: "Can only be invoked by Acheron". Also the AVAILABILITY should be marked as RESTRICTED. Resolution: The verbiage "Can only be invoked by Acheron" was added as the last line of each of the SDES and SDES2 RPCs. In addition, the AVAILABILITY (#.05) filed was set to R:RESTRICTED. 6) VSE-9373: VistA: Prevent null comment/note audit logs for Create and Edit Recall/Appt Requests and Appointments for SD, SDEC, and SDES/SDES2. Problem: When the comment/note field is left blank, a blank comment audit record with a valid user and date/time is created for Recall Requests, Appointment Requests, and Appointments. They should be consistent, and not create an Audit record if there is not an actual comment/note. Resolution: The following RPCs were updated to not create an Audit record if there is not an actual comment/note on the Recall Request, Appointment Request or Appointment: SDES2 CREATE APPT REQ SDES2 EDIT APPT REQ SDES2 CREATE RECALL REQUEST SDES2 CREATE APPOINTMENT 7) VSE-9384: VistA: Modify SDES2 GET CLINIC AVAIL BY SVC to only return on exact matches. Problem: Modify the SDES2 GET CLINIC AVAIL BY SVC logic to only return on exact matches. If a primary code of 323 is sent in and no secondary code is sent in, then logic should only return clinics that have a primary of 323 with no secondary code. If a primary stop code of 323 and secondary code of 864 are sent in, the logic should only return back clinics that have both a primary stop code of 323 and a secondary stop ode of 864. Resolution: The SDES2 GET CLINIC AVAIL BY SVC RPC was updated to only return clinics which have an exact match for both the Primary and Credit Stop Codes. This matching logic applies even when the Credit Stop Code is not passed in. 8) VSE-9466: VistA: Remove SDES2 GET CONSULT CLINIC INFO from production as it was never released. Problem: Remove SDES2 GET CONSULT CLINIC INFO from production as it was never released. Resolution: The SDES2 GET CONSULT CLINIC INFO RPC definition in the REMOTE PROCEDURE (#8994) file will be deleted as the RPC was never needed. Test Sites: ----------- St. Cloud, MN (STC) Martinsburg, WV (MWV) 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*901. 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*901. 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: ------------------------------- 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 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*901b. 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*901b 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 7 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDES2APTLETTER Before:B128238899 After:B129088741 **895,898,899,901** Routine Name: SDES2CREATEAPPT Before:B150485659 After:B151137835 **866,869,873,875,877,880,881, 886,893,895,898,901** Routine Name: SDES2CRTAPREQ Before:B224592683 After:B226235705 **869,871,875,877,893,895,897, 899,901** Routine Name: SDES2EDITAPREQ Before:B196969386 After:B197648859 **869,871,873,875,890,893,895,901** Routine Name: SDES2EDITTEMPADD Before: n/a After: B43698639 **901** Routine Name: SDES2ENTERLETTER Before: B46127453 After: B46222612 **898,901** Routine Name: SDES2GETCLINAVL Before: B49401134 After: B49767368 **880,887,898,901** Routine Name: SDES2GETLETRTYPE Before: n/a After: B1716085 **901** Routine Name: SDES2GETREGS Before:B177065849 After:B178695787 **873,889,901** Routine Name: SDES2RECLLREQ Before: B88319782 After: B89473161 **866,881,890,895,901** Routine list of preceding patches: 889, 899 ============================================================================= User Information: Entered By : Date Entered : JAN 22, 2025 Completed By: Date Completed: MAR 13, 2025 Released By : Date Released : MAR 13, 2025 ============================================================================= Packman Mail Message: ===================== $END TXT