============================================================================= Run Date: JAN 19, 2006 Designation: SD*5.3*394 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #371 Status: Released Compliance Date: FEB 19, 2006 ============================================================================= Associated patches: (c)IB*2*318 install with patch `SD*5.3*394' (v)SD*5.3*263 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*273 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*280 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*296 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*325 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*327 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*399 <<= must be installed BEFORE `SD*5.3*394' (v)SD*5.3*459 <<= must be installed BEFORE `SD*5.3*394' Subject: DISPLAYRATED DISABILITIES AND SERVICE CONNECTED % WHEN MAKING AN APPOINTMENT Category: - Routine - Data Dictionary - Enhancement (Mandatory) Description: ============ This patch enhances Scheduling and EWL (Electronic Wait List) functionality, providing a means of tracking service connected appointments and prioritizing veterans waiting for appointments related to their service connected condition. It should be noted that this patch will effect outpatient appointment scheduling only and inpatient scheduling will not be effected by this patch. Patch IB*2.0*318 will be loaded directly following patch SD*5.3*394. This patch will populate the BILLABLE APPOINTMENT TYPE file (#352.1) with the new SERVICE CONNECTED appointment type. Patients which are NON-SERVICE CONNECTED will not be affected by this patch. NOTE: See patch description for more detailed information of patch IB*2.0*318. The SERVICE CONNECTED PERCENTAGE (#.302) field of the PATIENT (#2) file is added to the SD WAIT LIST (#409.3) file as the SERVICE CONNECTED PERCENTAGE (#14) field. The option SD EWL BACKGROUND JOB, scheduled as a task to run daily, monitors the field SERVICE CONNECTED PERCENTAGE (#.302) in the PATIENT (#2) file, and appropriately updates the new field SERVICE CONNECTED PERCENTAGE (#14) in file SD WAIT LIST (#409.3) when the SERVICE CONNECTED PERCENTAGE (#.302) field changes in the PATIENT (#2) file. Appropriate MailMan messages regarding changes to the SERVICE CONNECTED PERCENTAGE (#.302) field are sent to members of the mail group SD EWL BACKGROUND UPDATE, as described below in further detail. The field SERVICE CONNECTED PRIORITY (#15) is the other new field added to file SD WAIT LIST (#409.3), which is set to 'YES' if the EWL entry is a priority appointment. Patients with a service connected percentage greater than 49% automatically have priority, while those patients with a service connected percentage less than 50% only have priority if their requested appointment is related to their service connected condition. If a patient's service connected percentage changes, the following rules are applied to the patient's service connected priority: The SERVICE CONNECTED PRIORITY (#15) field will be set to 'YES' if the SERVICE CONNECTED PERCENTAGE (#.302) field changes from less than 50% to greater than 49%. If the SERVICE CONNECTED PERCENTAGE (#.302) field changes and the SERVICE CONNECTED PRIORITY is updated, a Mailman bulletin with a subject line of "EWL Service Connected Patient Update with SC Priority" will be sent to members of the mail group SD EWL BACKGROUND UPDATE, listing the patients' names whose SERVICE -CONNECTED PERCENTAGE (#.302) changed (see Message 1 in 4 Bulletins of V.Technical Information in the Release Notes.) A Mailman bulletin with a subject line of "EWL Service Connection Patient Update with SC Percentage Change" will be sent to members of the mail group SD EWL BACKGROUND UPDATE if the SERVICE CONNECTED PERCENTAGE (#.302) changes from greater than 49% to less than 50% (see Message 2 in 4 Bulletins of V. Technical Information in the Release Notes.) This bulletin will also be sent to the above mail group if the SERVICE CONNECTED PERCENTAGE (#.302)is initially less than 50% and changes to a differen value that is also less than 50%, but less than its initial SERVICE CONNECTED PERCENTAGE (#.302) field value. The bulletin will list the patient(s) and include an additional note, "EWL SC PRIORITY MAY REQUIRE MANUAL UPDATE. PLEASE REVIEW". Each site will determine whether the SERVICE CONNECTION PRIORITY (#15) needs updating and will need to change this field manually. The new option Service Connected Wait List (Sch/PCMM) Edit [SD WAIT LIST SC PRIORITY EDIT] was created to edit the new field SERVICE CONNECTED PRIORITY (#15). The EWL coordinator at each site should decide who to assign this option to. NOTE: SC PRIORITY cannot be updated automatically from 'YES' to 'NO' because the EWL entry may have been set up as 'YES' with SC<50% if requested appointment is for a service connected condition. The post init routine SDWLP394 will create the fields SERVICE CONNECTED PERCENTAGE (#14) and SERVICE CONNECTED PRIORITY (#15) in the SD WAIT LIST (#409.3) file. If the patient has a value in the SERVICE CONNECTED PERCENTAGE (#.302) field of the PATIENT (#2) file, the SERVICE CONNECTED PERCENTAGE (#14) field is populated with that value. If the patient has a service connected percentage of 50% or greater, the routine will set the SERVICE CONNECTED PRIORITY (#15) field to "YES". If the patient has a service connected percentage of less than 50%, the SERVICE CONNECTED PRIORITY (#15) will be set to 'NO' by the post init routine. The EWL coordinator can review SERVICE CONNECTED veterans that are less than 50% using the 'Appointment (Sch/PCMM) Wait List Report'[SD WAIT LIST APPT REPORT]. Wait List entries for these veterans may have to be updated to 'YES' if the site prefers to have historical data updated. No mail messages are sent when the post init routine is run. The post init routine will also populate the 'SDAM APPOINTMENT EVENTS' protocol with the the 'SDAM APPT TYPE VALIDATION' event. A message will be displayed to the user on successful completion. The routine SDWLP394 is deleted after it runs to completion. The options Appointment (Sch/PCMM) Wait List Report [SD WAIT LIST APPT REPORT] (detailed report only) and Inquire Wait List (Sch/PCMM) [SD WAIT LIST INQUIRY] are modified to display the field SERVICE CONNECTED PRIORITY (#15). When adding a patient to the WAIT LIST, the patient's service connected percentage and rated disabilities are displayed. If a patient has a service connected percentage of less than 50%, a prompt will ask if the appointment is for a service connected condition (Y or N). If the requested appointment is SERVICE CONNECTED, the SERVICE CONNECTED PRIORITY (#15) field is set to 'YES' and is stored in SD WAIT LIST (#409.3). If a patient has a service connected percentage of 50% or greater, the prompt will not display and the SERVICE CONNECTED PRIORITY (#15) field is set to "YES" because patients with a service connected percentage of 50% or greater automatically have priority. A new appointment type 'SERVICE CONNECTED' is added to the APPOINTMENT TYPE file (#409.1). When entering the option 'MAKE APPOINTMENT [MA]'[SDM] or 'UNSCHEDULED VISIT [UN]'[SDI] in APPOINTMENT MANAGEMENT [SDAM APPT MGT], users will see each patient's service connected percentage and rated disabilities. If a patient is less than 50% service connected, a prompt will ask the user if the appointment is for a service connected appointment (Y or N). The 'APPOINTMENT TYPE ' prompt is then displayed. If the DEFAULT APPOINTMENT TYPE (#2507) for a clinic in the HOSPITAL LOCATION (#44) file is 'REGULAR' and the answer to the service connected appointment prompt is Y, then the APPOINTMENT TYPE prompt will change to 'SERVICE CONNECTED'. If the DEFAULT APPOINTMENT TYPE (#2507) for a clinic in the HOSPITAL LOCATION (#44) file is not 'REGULAR' and the answer to the service connected appointment question is Y, the APPOINTMENT TYPE prompt will display the value in the DEFAULT APPOINTMENT TYPE (#2507) field. The user still has the option to enter SERVICE CONNECTED as the appointment type, overriding the default appointment type. If the answer to the service connected appointment question is N, the APPOINTMENT TYPE prompt will display the value in the DEFAULT APPOINTMENT TYPE (#2507) field. If at checkout the provider answers the question 'Is this appointment for an SC condition' different from the answer given by the user making the appointment - the provider's answer will take precedence and set the APPOINTMENT TYPE. When entering a patient on the SD WAIT LIST or making an appointment, if the following discrepancies exist between PRIMARY ELIGIBILITY CODE (#.361), SERVICE CONNECTED PERCENTAGE (#.302) and SERVICE CONNECTED? (#.301) in the PATIENT file (#2), the error message: "'SC Percent','Service Connected' and 'Primary Eligibility Code' are OUT OF SYNC, Please CORRECT the problem" is displayed on the screen notifying the user: * If SERVICE CONNECTED? (#.301) equals YES, PRIMARY ELIGIBILITY CODE (#.361) must be a service connected eligibility (i.e. equals "SC LESS THAN 50%" or "SERVICE CONNECTED 50% to 100%") and SERVICE CONNECTED PERCENTAGE (#.302) must be greater than 0, or the error message is displayed. * If SERVICE CONNECTED? (#.301) equals NO, PRIMARY ELIGIBILITY CODE (#.302) must be a non service connected eligibility and SERVICE CONNECTED PERCENTAGE (#.302) must be 0 or NULL, or the error message is displayed. If the SERVICE CONNECTED? (#.301) equals NULL, the following error message is displayed: * 'SERVICE CONNECTED?' field is blank please update patient record. If the PRIMARY ELIGIBILITY CODE (#.302) equals NULL, the following error message is displayed: * 'PRIMARY ELIGIBILITY CODE' field is blank please update patient record. NOTE: New functionality allows users to select service connected appointment type based on service connected percentage leaving end users responsible for correcting problems as displayed in error messages. An error was identified in routine SDWLI when PRIORITY is displayed. The field 19 was incorrectly used to extract the data element, rather than field 10. Incorrect code: .S SDWLP=0 I SDWLPRI W !,"Priority -",$$EXTERNAL^DILFD(409.3,19,,SDWLPRI) S SDWLP=1 Correct code: .S SDWLP=0 I SDWLPRI W !,"Priority - ",$$EXTERNAL^DILFD(409.3,10,,SDWLPRI) S SDWLP=1 The following documentation will be available: =============================================== File Name Description SD_53_P394.KID KIDS host file SD*5.3*394 & IB*2.0*318 SD_53_P394_RN.PDF Electronic Wait List for Scheduling 5.3 Enhancements RELEASE NOTES Patch SD*5.3*394 The preferred method is to FTP the file from: download.vista.med.va.gov Sites may retrieve the documentation directly using FTP from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: ftp.fo-albany.med.va.gov Hines: ftp.fo-hines.med.va.gov Salt Lake City: ftp.fo-slc.med.va.gov This patch addresses the following New Service Request (NSR): ------------------------------------------------------------- There is no NSR associated with this patch. This patch addresses the following NOIS message(s): --------------------------------------------------- Primary Call: CHA-0303-30460 Duplicates: SBY-1103-31157 ANN-0204-41710 Test Sites: ----------- EL PASO, TX OKLAHOMA CITY, OK FORT HARRISON, MT ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following selection(s) in the OPTION (#19) file and all of their descendants be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. APPOINTMENT MANAGEMENT [SDAM APPT MGT] Make Appointment [SDM] Wait List (Sch/PCMM) Menu [SD WAIT LIST MENU] Install Time - less than 5 minutes 1. LOAD A DISTRIBUTION -------------------- Use the 'LOAD A DISTRIBUTION' option on the Kernel Installation & Distribution menu. The Host File name is SD_53_P394.KID. Answer YES to the question: "Want to Continue with Load? YES//" 2. COMPONENTS SENT WITH PATCH -------------------------- The following is a list of the routines included in this patch. The second line of each of these routines now looks like: ;;5.3;Scheduling;**[patch list]**;Aug 13, 1993 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== SCMSVUT1 3564673 3561373 66,143,180,239 247,258,296,295,321 341,387,459,394 SDAMVSC N/A 2985132 394 SDCO22 3380469 3390976 150,222,244,325,394 SDM4 7405010 16821231 263,273,327,394 SDWLE111 8501275 8505372 263,273,280,394 SDWLE113 4019365 4119599 263,273,394 SDWLI 17313416 17687353 263,327,394 SDWLMSG 11130529 13200618 327,394 SDWLP394 N/A N/A 394 *** NOTE *** This routine is auto deleted at post install. SDWLPL 13668368 14023798 327,394 SDWLQSC 12692136 16879204 327,394 SDWLRPT1 14834003 15293660 263,399,394 SDWLSC N/A 4608462 394 SDWLSCPE N/A 9117064 394 Total number of routines modified: 14 Total number of new routines: 4 CHECK1^XTSUMBLD results SCMSVUT1 value = 67824096 SDAMVSC value = 5938600 SDCO22 value = 8621069 SDM4 value = 31128100 SDWLE111 value = 21954594 SDWLE113 value = 7911045 SDWLI value = 52231226 SDWLMSG value = 36616948 SDWLP394 value = 9500337 **Deleted at post-install** SDWLPL value = 30342220 SDWLQSC value = 73044330 SDWLRPT1 value = 43599634 SDWLSC value = 8811789 SDWLSCPE value = 24572837 This patch modifies the functionality of the following options: . Option Name File New/Modified ----------- ---- ------------ MAKE APPOINTMENT [SDM] 44 MODIFIED Appointment (Sch/PCMM) Wait List Report [SD WAIT LIST APPT REPORT] 409.3 MODIFIED Inquire Wait List (Sch/PCMM) [SD WAIT LIST INQUIRY] 409.3 MODIFIED The following is a list of options included in this patch: Option Name File New/Modified ----------- ---- ------------ SD EWL BACKGROUND JOB [SD EWL BACKGROUND JOB] 409.3 NEW Service Connected Wait List(Sch/PCMM)Edit [SD WAIT LIST SC PRIORITY EDIT] 409.3 NEW **NOTE: The EWL coordinator at each site should decide who to assign this option to. The following is a list of new DD file changes included in this patch: UP SEND DATA DATE SEC. COMES SITE RSLV FILE # NAME DD CODE W/FILE DATA PTS ------------------------------------------------------------------------ 409.3 SD WAIT LIST YES NO NO N/A NO Partial DD: FIELD NAME: SERVICE CONNECTED PERCENTAGE FIELD NUMBER: 14 DATA TYPE: NUMERIC HELP-PROMPT: Type a Number between 0 and 100, 0 Decimal Digits FIELD NAME: SERVICE CONNECTED PRIORITY FIELD NUMBER: 15 DATA TYPE: SET OF CODES CODE: 0 WILL STAND FOR: NO CODE: 1 WILL STAND FOR: YES 409.1 APPOINTMENT TYPE NO NO YES MERG NO The following entry is included in this patch: Entry (Field Number) File Name (Number) ------------------- ------------------ SERVICE CONNECTED (.01) APPOINTMENT TYPE (409.1) **NOTE: If your site has local entries in the APPOINTMENT TYPE (#409.1) file, an error message will display during installation. The installation will continue and add the entry to the end of the file. The error message is a warning only and will not affect local entries. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 3. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter SD*5.3*394): a. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will not backup any other changes such as DD's or templates. 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, DD's, 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. Select Installation Option: Install Package(s) ---------------- **This is the step to start the installation of this KIDS patch: a. Choose the Load a Distribution option to start the patch install. b. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO (unless otherwise indicated) c. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES (unless otherwise indicated) d. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: APPOINTMENT MANAGEMENT [SDAM APPT MGT] MAKE APPOINTMENT [SDM] Wait List (Sch/PCMM) Menu [SD WAIT LIST MENU] e. When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . Routine Information: ==================== Routine Name: SCMSVUT1 Routine Name: SDAMVSC Routine Name: SDCO22 Routine Name: SDM4 Routine Name: SDWLE111 Routine Name: SDWLE113 Routine Name: SDWLI Routine Name: SDWLMSG Routine Name: SDWLP394 Routine Name: SDWLPL Routine Name: SDWLQSC Routine Name: SDWLRPT1 Routine Name: SDWLSC Routine Name: SDWLSCPE ============================================================================= User Information: Entered By : HOUTCHENS,THOMAS Date Entered : SEP 03, 2004 Completed By: SHERLOCK,CHRIS Date Completed: JAN 13, 2006 Released By : CANNEDY,JOELLEN Date Released : JAN 19, 2006 ============================================================================= Packman Mail Message: ===================== No routines included