============================================================================= Run Date: MAY 29, 2003 Designation: SD*5.3*296 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #259 Status: Released Compliance Date: JUN 29, 2003 ============================================================================= Associated patches: (v)SD*5.3*254 <<= must be installed BEFORE `SD*5.3*296' (v)SD*5.3*258 <<= must be installed BEFORE `SD*5.3*296' Subject: DISABLING APPOINTMENT BLOCKING FUNCTIONS Category: - Routine Description: ============ This patch addresses two of the changes requested in an Executive Decision Memo sponsored by the VHA Chief Business Office (CBO) regarding Veteran Financial Assessments. In response to Policy Board (NLB) comment on the VHA Veterans Equitable Resource Allocation (VERA) process, the CBO requests the removal of: (1) the current restriction that blocks transmission of outpatient encounters (ACRP) and inpatient episodes of care (PTF) to the National Patient Care Database (NPCD) if a veteran's updated financial assessment (Means Test) information is not complete, and (2) the restriction that blocks the ability to schedule future appointments for veterans whose financial assessments need updating. Current policy establishes a requirement to block transmission of outpatient encounters (ACRP) and inpatient episodes of care (PTF) to the National Patient Care Database if the patient's current Means Test status equals "Required." This leads to under-reported workload and inaccurate information in national databases. Although this change will remove the restriction, site personnel are encouraged to have the patient complete Means and Copay Tests when applicable. Software has been implemented which blocks the ability to schedule future appointments for veterans whose financial assessment needs updating. VHA Directive 2002-019, dated April 4, 2002, provided guidance to facilities on the implementation of the appointment blocking software. If a veteran's financial assessment needs updating, the software prevents the ability to make future appointments for the veteran. This restriction shall also be removed at the request of the CBO. The provision of veterans' clinical care should be separated from the administrative requirement placed on staff to obtain updated financial data from the veteran. Changing the policies and implementing these software changes will lead to rapid improvements in correcting the under-reporting of workload to Austin, decrease the risk of veterans not receiving clinically-required future appointments, maximize revenue collection and improve the accuracy of corporate-level data. This patch modifies Appointment Management to remove the Means Test blocking functionality introduced in SD*5.3*250 as a result of the IG Deficiency identified in the Rossio Report. Making and checking out appointments will no longer be dependent on the patient's means test status. All MT Blocking messages will be removed. Currently, clinics can be set to perform a validation on each checked out encounter. This validation is to help ensure that the workload data is acceptable to the Austin National Patient Care Database. If a means test is required for a patient at checkout, an 8100 - Invalid Means Test Indicator error is generated and the workload data is not sent to the NPCD until such time as the means test is updated. This patch modifies the validation checks to allow a means test indicator of "U" (Means Test Required). This will allow workload to be sent to the NPCD in those cases where the patient has a means test required meeting the business requirements identified above. This patch addresses the following E3R(s): ------------------------------------------ There are no E3Rs associated with this patch This patch addresses the following NOIS message(s): --------------------------------------------------- There are no NOIS messages associated with this patch Test Sites: ----------- Boston VAMC El Paso VAMC Madison VAMC Files Required for Installation and Implementation ================================================== The software for this patch is available on the following OI Field Offices' Anonymous.Software Directories. Use appropriate FTP capability to retrieve the files. The host file will contain four (4) KIDS builds. The first build is for patch SD*5.3*296. The second build is for PX*1.0*122. The third build is for patch DG*5.3*512. The fourth build is for patch EAS*1.0*32. Host file name: SD_53_P296.KID Builds: SD*5.3*296 PX*1.0*122 DG*5.3*512 EAS*1.0*32 Albany: ftp.fo-albany.med.va.gov Hines: ftp.fo-hines.med.va.gov Salt Lake City: ftp.fo-slc.med.va.gov File Names Description ---------- ----------- SD_53_P296.KID Software Patch Note: Use ASCII mode when transferring the .KID file. ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following menu options (File #19) and all of their descendants be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. SDM Make Appointment SDI Check-in/Unsched. Visit SDMULTIBOOK Multiple Appointment Booking SDAM APPT MGT Appointment Management SDAM APPT CHECK IN/OUT Appointment Check-in/Check-out SDMULTICLINIC Multiple Clinic Display/Book SDNEXT Find Next Available Appointment DG MEANS TEST COMPLETE Complete a Required Means Test DG MEANS TEST ADD Add a New Means Test PXCE ENCOUNTER ENTRY SUPER PCE Encounter Data Entry - Supervisor PXCE ENCOUNTER ENTRY & DELETE PCE Encounter Data Entry and Delete PXCE ENCOUNTER ENTRY NO DELETE PCE Encounter Data Entry without Delete PXCE ENCOUNTER DATA ENTRY PCE Encounter Data Entry PXCE ENCOUNTER VIEWER PCE Encounter Viewer EAS MT 0 DAY LETTER PRINT Zero Day Letters Print EAS MT 30 DAY LETTER PRINT Thirty Day Letters Print EAS MT 60 DAY LETTER PRINT Sixty Day Letters Print EAS MT LETTERS BG PRINT Background print job for EAS MT Letters EAS MT REPRINT LETTERS Reprint Letters by Processing Date EAS MT REPRINT SINGLE LETTER Reprint Single Letter Install Time - Under 10 minutes including post-install 1. HFS TRANSPORT GLOBAL -------------------- This file is being exported via an HFS file on the OI Field Offices' Anonymous.Software Directories. Get SD_53_P296.KID. 2. DISABLE ROUTINE MAPPING (DSM for Open VMS sites only) ----------------------- Disable routine mapping on all systems for the routines listed in step 3 below. NOTE: If the routines included in this patch are not currently in your mapped routine set, please skip this step. 3. COMPONENTS SENT WITH PATCH ------------------------ The following is a list of the routine(s) included in this patch. The second line of each of these routine(s) will look like: ;;5.3;Scheduling;**[patch list]**;Aug 13, 1993 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== SCMSVUT1 3001780 3009811 66,143,180,239,247 258,296 SDAM2 8261636 7920545 250,296 SDAMWI 7015686 6484783 63,94,241,250,296 SDCO1 7981563 7516464 27,132,149,193,250 296 SDM 15212475 14970799 15,32,38,41,44 79,94,167,168,218 223,250,254,296 Total number of routines - 5 **** 4. 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 Verify Checksums in Transport Global Print Transport Global Compare Transport Global to Current System Backup a Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution 5. Select Installation Option: load a Distribution --- At the "Enter a Host File:" prompt, enter SD_53_P296.KID KIDS Distribution saved on May 02, 2003@14:19:38 Comment: PATCH SD*5.3*296 MT APPT. BLOCKING REMOVAL This Distribution contains Transport Globals for the following Package(s): SD*5.3*296 PX*1.0*122 DG*5.3*512 EAS*1.0*32 Distribution OK! Want to Continue with Load? YES// Press ENTER 6. Select Installation Option: -------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter SD*5.3*296): 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. 7. Select Installation Option: Install Package(s) ---------------- **This is the step to start the installation of this KIDS patch: a. Choose the Install Package(s) option to start the patch install and enter SD*5.3*296. b. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO c. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES d. When prompted "Enter options you wish to mark as 'Out Of Order':" Enter the following options: Make Appointment [SDM] Check-in/Unsched. Visit [SDI] Multiple Appointment Booking [SDMULTIBOOK] Appointment Management [SDAM APPT MGT] Appointment Check-in/Check-out [SDAM APPT CHECK IN/OUT] Multiple Clinic Display/Book [SDMULTICLINIC] Find Next Available Appointment [SDNEXT] Complete a Required Means Test [DG MEANS TEST COMPLETE] Add a New Means Test [DG MEANS TEST ADD] PCE Encounter Data Entry - Supervisor [PXCE ENCOUNTER ENTRY SUPER] PCE Encounter Data Entry and Delete [PXCE ENCOUNTER ENTRY & DELETE] PCE Encounter Data Entry without Delete [PXCE ENCOUNTER ENTRY NO DELETE] PCE Encounter Data Entry [PXCE ENCOUNTER DATA ENTRY] PCE Encounter Viewer [PXCE ENCOUNTER VIEWER] Zero Day Letters Print [EAS MT 0 DAY LETTER PRINT] Thirty Day Letters Print [EAS MT 30 DAY LETTER PRINT] Sixty Day Letters Print [EAS MT 60 DAY LETTER PRINT] Background print job for EAS MT Letters [EAS MT LETTERS BG PRINT] Reprint Letters by Processing Date [EAS MT REPRINT LETTERS] Reprint Single Letter [EAS MT REPRINT SINGLE LETTER] e. When prompted "Enter protocols you wish to mark as 'Out Of Order':" press . f. When prompted 'Delay Install (Minutes): (0-60): 0//' press . 8. REBUILD MAPPED ROUTINE(S) (DSM for Open VMS sites only) ------------------------- Optional - Include the routines distributed with this patch in the mapped routine set. NOTE: This step is only necessary if you performed step 2 or if you wish to include the routines in your mapped set. 9. The post-install routine for the EAS*1.0*32 patch distribution, EAS132PT, may be deleted once the patches are complete and this routine has run, updating the EAS MT LETTERS File, #713.3. Routine Information: ==================== Routine Name: - SDAM2 Before ====== D BEFORE^SDAMEVT(.SDATA,DFN,SDT,SDCL,SDDA,SDCIHDL) I '$D(^SD(409.63,"ACI",1,+SDATA("BEFORE","STATUS"))) W !!,*7,"You cannot check in this appointment." D PAUSE^VALM1 G ONEQ ; *** mt blocking S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$G(EASACT)'="W",$$MT^EASMTCHK(DFN," ","C",SDT) D PAUSE^VALM1 G ONEQ ; *** I $P(SDT,".")>DT W !!,*7,"It is too soon to check in this appointment." D PAUSE^VALM1 G ONEQ After ===== D BEFORE^SDAMEVT(.SDATA,DFN,SDT,SDCL,SDDA,SDCIHDL) I '$D(^SD(409.63,"ACI",1,+SDATA("BEFORE","STATUS"))) W !!,*7,"You cannot check in this appointment." D PAUSE^VALM1 G ONEQ ; *** mt blocking removed ;S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$G(EASACT)'="W",$$MT^EASMTCHK(DFN, "","C",SDT) D PAUSE^VALM1 G ONEQ I $P(SDT,".")>DT W !!,*7,"It is too soon to check in this appointment." D PAUSE^VALM1 G ONEQ Routine Checksum: Routine Name: - SDAMWI Before ====== I '$$TIME(.DFN,.SC,.SDT) S SDY=0 G ENQ S Y=SDT D ^SDM4 I X="^" S SDY=0 G ENQ ; ** SD*5.3*250 MT Blocking check S X="EASMTCHK" X ^%ZOSF("TEST") I $T N EASACT S EASACT="W" I $$MT^EASMTCHK(DFN,+$G(SDAPTYP),EASACT) D PAUSE^VALM1 S SDY=0 G ENQ ;-- get sub-category for appointment type S SDXSCAT=$$SUB^DGSAUTL(SDAPTYP,2,"") After ===== I '$$TIME(.DFN,.SC,.SDT) S SDY=0 G ENQ S Y=SDT D ^SDM4 I X="^" S SDY=0 G ENQ ; ** SD*5.3*250 MT Blocking check removed ;S X="EASMTCHK" X ^%ZOSF("TEST") I $T N EASACT S EASACT="W" I $$MT^EASMTCHK(DFN,+$G(SDAPTYP),EASACT) D PAUSE^VALM1 S SDY=0 G ENQ ;-- get sub-category for appointment type S SDXSCAT=$$SUB^DGSAUTL(SDAPTYP,2,"") Routine Checksum: Routine Name: - SDCO1 Before ====== S:'SDDA SDDA=$$FIND^SDAM2(DFN,SDT,SDCL) I 'SDDA W !!,*7,">>> You cannot check out this appointment." D PAUSE^VAL M1 G COQ S SDATA=$G(^DPT(DFN,"S",SDT,0)) ; ** MT Blocking S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$G(EASACT)'="W",$$MT^EASMTCHK(DFN,$ P($G(SDATA),U,16),"C",$G(SDT)) D PAUSE^VALM1 G COQ ; ** ; ;-- if new encounter, pass to PCE After ===== S:'SDDA SDDA=$$FIND^SDAM2(DFN,SDT,SDCL) I 'SDDA W !!,*7,">>> You cannot check out this appointment." D PAUSE^VAL M1 G COQ S SDATA=$G(^DPT(DFN,"S",SDT,0)) ; ** MT Blocking removed ;S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$G(EASACT)'="W",$$MT^EASMTCHK(DFN, $P($G(SDATA),U,16),"C",$G(SDT)) D PAUSE^VALM1 G COQ ; ;-- if new encounter, pass to PCE Routine Checksum: Routine Name: - SDM Before: ======= EN K SDMLT1 W:$P(VAEL(9),U,2)]"" !!,?15,"MEANS TEST STATUS: ",$P(VAEL(9),U, 2),! ; *** sck, mt blocking S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$$MT^EASMTCHK(DFN,+$G(SDAPTYP),"M") S SDAMERR="" Q S Y=DFN,Y(0)=^DPT(DFN,0) I VADM(7)]"" W !?3,*7,VADM(7) After: ====== EN K SDMLT1 W:$P(VAEL(9),U,2)]"" !!,?15,"MEANS TEST STATUS: ",$P(VAEL(9),U, 2),! ; *** sck, mt blocking removed ;S X="EASMTCHK" X ^%ZOSF("TEST") I $T,$$MT^EASMTCHK(DFN,+$G(SDAPTYP),"M" ) S SDAMERR="" Q S Y=DFN,Y(0)=^DPT(DFN,0) I VADM(7)]"" W !?3,*7,VADM(7) Routine Checksum: Routine Name: - SCMSVUT1 Before ------ ;;5.3;Scheduling;**66,143,180,239,247,258**;AUG 13,1993 ;06/19/99 ACS - Added CPT Modifier API calls to PROCCOD(DATA) MEANSTST(DATA) ; ;INPUT DATA - The means test indicator ; I '$D(DATA) Q 0 S DATA=","_DATA_"," I ",AS,AN,N,X,C,G,"'[DATA Q 0 Q 1 ; DEPMEANS(DATA) ; ;INPUT DATA - This variable contains the number of dependents in the ; first peice and the means test indicator in the second. ; N MT,DEP I '$D(DATA) Q 0 S DEP=$P(DATA,U,1) S MT=","_$P(DATA,U,2)_"," I DEP="XX",(",AS,N,X,"'[MT) Q 0 Q 1 After ----- ;;5.3;Scheduling;**66,143,180,239,247,258,296**;AUG 13,1993 ;06/19/99 ACS - Added CPT Modifier API calls to PROCCOD(DATA) ;04/24/03 SCK - Added allowable MT Indicator of 'U' to MEANSTST and DEPMEANS MEANSTST(DATA) ; ;INPUT DATA - The means test indicator ; I '$D(DATA) Q 0 S DATA=","_DATA_"," ; ** SD*296, added 'U' means test indicator to allowed list. I ",AS,AN,N,X,C,G,U,"'[DATA Q 0 Q 1 ; DEPMEANS(DATA) ; ;INPUT DATA - This variable contains the number of dependents in the ; first peice and the means test indicator in the second. ; N MT,DEP I '$D(DATA) Q 0 S DEP=$P(DATA,U,1) S MT=","_$P(DATA,U,2)_"," I DEP="XX",(",AS,N,X,U,"'[MT) Q 0 Q 1 Routine Checksum: ============================================================================= User Information: Entered By : KOPECKY,STEPHEN C Date Entered : APR 15, 2003 Completed By: RUDINGER,NANCY L Date Completed: MAY 29, 2003 Released By : KOVACH,STUART Date Released : MAY 29, 2003 ============================================================================= Packman Mail Message: ===================== No routines included