$TXT Created by G at CHY0077.FO-BAYPINES.DOMAIN.EXT (KIDS) on Friday, 04/04/25 at 17:00 ============================================================================= Run Date: APR 24, 2025 Designation: SD*5.3*904 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #753 Status: Released Compliance Date: MAY 07, 2025 ============================================================================= Associated patches: (v)SD*5.3*901 <<= must be installed BEFORE `SD*5.3*904' (v)SD*5.3*903 <<= must be installed BEFORE `SD*5.3*904' Subject: SCHEDULING UPDATES TO SUPPORT FRONT END APPLICATIONS Category: - Routine - Enhancement (Mandatory) - Other Description: ============ VistA Scheduling (VS) patch SD*5.3*904 includes several defect corrections and enhancements including: The new SDES2 CLONE CLINIC SLOTS returns the cloned slots associated with the clinic. The new SDES2 CREATE CLINIC AVAIL 2 creates availability within a clinic. The SDES904P post-init routine will run when the patch is installed and will grant users the SDECVIEW key if they match the criteria outlined by the Scheduling Business Owners. The SDES904P post-init routine will delete any comment or note audit records in files 403.5, 409.84, and 409.85 that have a null comment/note value for an audit record. The SDES2 EDIT TEMP ADDRESS RPC was updated to treat the "County" and "Phone number" as optional and will not delete these fields if they are sent in as null. The SDES904P post-init routine will run as the patch is installed. This post install will create a report of all Appointments made prior to the installation of patch 910 that were booked for 3/1/2026 and after and will be sent to members of the Scheduling team on Forum for review. The logic supporting the SDES2 PATIENT SEARCH RPC was updated to correctly return patients whose SSN starts with a zero. Patch Components: ================= N/A Files & Fields Associated: New/Modified/Deleted -------------------------- -------------------- File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- Forms Associated: Form Name File # New/Modified/Deleted --------- ------ -------------------- N/A Mail Group 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 --------------------- -------------------- SDES2 CLONE CLINIC SLOTS New SDES2 CREATE CLINIC AVAIL 2 New Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ======================= New Service Request (NSRs): --------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- 1) VSE-9228: VistA: Create Copy Clinic Availability RPC 2/2. Problem: As a Clinic Profile Manager (CPM), I want to copy clinic availability from an existing clinic to a new one so that I can rebuild clinics more efficiently when fields that cannot be changed need to be updated. Resolution: The new SDES2 CLONE CLINIC SLOTS returns the cloned slots associated with the clinic. The new SDES2 CREATE CLINIC AVAIL 2 creates availability within a clinic. 2) VSE-9366: VistA: Create POST-INIT Routine to grant them the SDECVIEW key. Problem: Need to create a post-init routine to grant user the SDECVIEW key if they match the following criteria: If the user: Is NOT disusered (User is Active) AND User does NOT have ANY scheduling Keys (SD Keys) currently assigned AND User has either ORES or ORELSE currently assigned Resolution: The SDES904P post-init routine will run when the patch is installed and will grant users the SDECVIEW key if they match the criteria outlined by the Scheduling Business Owners. 3) VSE-9410: VistA: Delete any comment or note audit records in files 403.5, 409.84, and 409.85. Problem: Need a data clean up to delete any comment or note audit records in files 403.5, 409.84, and 409.85 that have a null comment/note value for an audit record. Resolution: The SDES904P post-init routine will delete any comment or note audit records in files 403.5, 409.84, and 409.85 that have a null comment/note value for an audit record. 4) VSE-9515: VistA: Modify SDES2 GET PATIENT REGISTRATION to support the Temporary Address work being done by ISS Problem: SDES2 EDIT TEMP ADDRESS needs to be updated so that the optional input fields "County" and "Phone number" are only saved if there is a value being passed in. Currently, NULL values are deleting existing data for those fields. Resolution: The SDES2 EDIT TEMP ADDRESS RPC was updated to treat the "County" and "Phone number" as optional and will not delete these fields if they are sent in as null. 5) VSE-9529: VistA: Create a Post install report of all Appointments made prior to the installation of patch 910 that were booked for 3/1/2026 and after. Problem: Create a report of all Appointments made prior to the installation of patch 910 that were booked for 3/1/2026 and after. Resolution: The SDES904P post-init routine will run as the patch is installed. This post-init will create a report of all Appointments made prior to the installation of patch 910 that were booked for 3/1/2026 and after and will be sent to members of the Scheduling team on Forum for review. 6) VSE-9586: VistA: Patient is not being found when the SSN starts with a leading zero. Problem: An issue was reported when a full social security number is used to search a patient and the SSN starts with a leading zero, the logic is not finding the patient. Resolution: The logic supporting the SDES2 PATIENT SEARCH RPC was updated to correctly return patients whose SSN starts with a zero. Test Sites: ----------- Hines, IL (HIN) Orlando, FL (ORL) 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: ------------------------------- Routine SDES904P will be automatically run at the end of the patch installation process and will perform the following updates: 1) Grant users the SDECVIEW key if they match the criteria outlined by the Scheduling Business Owners. 2) Delete any comment or note audit records in files 403.5, 409.84, and 409.85 that have a null comment/note value for an audit record. 3) Create a report of all Appointments made prior to the installation of patch 910 that were booked for 3/1/2026 and after and will be sent to members of the Scheduling team on Forum for review. 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*904. 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*904. 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 SDES904P will automatically run at the end of the installation process. After the post install has finished running, sites can delete the SDES904P 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 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*904b. 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. Routine Information: ==================== The second line of each of these routines now looks like: ;;5.3;Scheduling;**[Patch List]**; Aug 3,1993;Build 1 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: SDES2CLONESLOTS Before: n/a After: B21507748 **904** Routine Name: SDES2CRTCLNAVAL2 Before: n/a After:B150739498 **904** Routine Name: SDES2EDITAPREQ Before:B197648859 After:B198368140 **869,871,873,875,890,893,895, 901,904** Routine Name: SDES2EDITTEMPADD Before: B43698639 After: B44375312 **901,904** Routine Name: SDES2PATSEARCH Before:B111477590 After:B115627449 **864,866,881,899,903,904** Routine Name: SDES904P Before: n/a After: B60715354 **904** Routine list of preceding patches: 901, 903 ============================================================================= User Information: Entered By : Date Entered : JAN 23, 2025 Completed By: Date Completed: APR 24, 2025 Released By : Date Released : APR 24, 2025 ============================================================================= Packman Mail Message: ===================== $END TXT