$TXT Created by WOLF,ED at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on Tuesday, 02/11/03 at 20:50 ============================================================================= Run Date: JUL 03, 2003 Designation: SD*5.3*257 Package : SD - SCHEDULING Priority: Mandatory Version : 5.3 SEQ #261 Status: Released Compliance Date: AUG 03, 2003 ============================================================================= Associated patches: (v)PX*1*96 install with patch `SD*5.3*257' (v)SD*5.3*132 <<= must be installed BEFORE `SD*5.3*257' Subject: VISIT DELETION/ACCEPT INSTITUTION Category: - Routine Description: ============ The following two problems have been addressed by this patch: 1. The current functionality allows for removing dependent entries from a visit and then deleting the visit but only if this is not a stop/code addition visit or there is not a secondary credit/stop visit. That problem was addressed by modification to the ^SDCODEL routine. NOTE: This part of the patch has to be implemented with PX*1.0*96, which ---- addresses a similar problem in the Patient Care Encounter package. ----------------------------------- The patches have modified the routines in such a way that users can now accomplish edits/deletions that were not possible before, even if there were no entries pointing to a visit. This provides a mechanism for cleaning up so called 'duplicate' visits/encounters and prevents from keeping 'duplicates' from deletion in the future. Users should be fully aware of what can and cannot be deleted with the patch. If a site does have verified 'duplicates' with entries from outside the PCE, i.e. TIU DOCUMENT, CLAIMS TRACKING, A&SP CLINIC VISIT etc., is unable to reassign them, and needs assistance with deleting the visit/encounter, then a NOIS call should be logged. If while trying to delete a visit/encounter you see a message: 'Could not delete the encounter. There are still users of it.' it may indicate that the entries like (DX, CPT, etc) are deleted but the encounter date/time is still there because of entries pointing to the visit from packages outside of PCE. This is how it works. If an outpatient encounter is created, it points to the previously created visit and all entry information (DX, CPT, Progress Notes etc) point to the visit as well. If you want to delete the encounter all entries to that visit must be deleted. Some of those entries are from PCE and some from other packages as TIU etc. The patches address a problem of properly deleting entries related to PCE but no action is taken regarding other entries. Another words, you may still expect that the system does not allow you to delete encounters that have at least one entry and, it cannot be deleted from PCE. Before those patches were implemented it was not possible to delete a visit/encounter with the outpatient encounter being the only entry pointing to the visit and/or its credit/stop visit. That problem has been corrected and this is what the patches address. If a site does have verified 'duplicates' with entries from outside the PCE, i.e. TIU DOCUMENT, CLAIMS TRACKING, A&SP CLINIC VISIT etc., is unable to reassign them, and needs assistance with deleting the visit/encounter, then a NOIS call should be logged. ----------------------------------- This part of the patch addresses the following NOIS messages: ------------------------------------------------------------ SDC-0801-62236 deleting encounters-still users of it UNY-0802-11825 Action Required Duplicate Encounter UNY-0802-10110 Need Option to Delete Duplicate Visit SLC-0798-51246 DUPLICATE VISIT VIA TIU/PCE/APPT MANAGEMENT 2. If the Institution is passed to PCE a new visit/encounter should be created with the corresponding entries. Currently a visit without any entries is created and all entries are filed on the visit with the default Institution pointed to from the DIVISION (#3.5) field of the HOSPITAL LOCATION (#44) file. This situation happens frequently when procedures with the same Hospital Location, Patient Name and Date/Time but different Institution are passed to PCE. The passed Institutions were expected to be credited with the corresponding entries. This problem originally was addressed as a generation of duplicate providers on one visit: NOIS: LIT-0602-71276 DUPLICATE PROVIDERS However, it came out during the investigation that the scenario described above contributed to the issue that was addressed in this NOIS. The determination of how to implement the described functionality was made on Nov 1st, 2002 during a teleconference with Gail Graham - Director - HIMP, Frank Stalling - Lab developer, Mary Marks - Registration developer and Ed Wolf- PCE developer. NOTE: This part of patch SD*5.3*257 has to be implemented with PX*1.0*96, ---- which addresses a related problem in the Patient Care Encounter package. ============ INSTALLATION INSTRUCTIONS ================== NOTE: Installation of this patch should follow up installation of PX*1*96 or vice versa to address fully the visit/encounter deletion problem. This patch should be loaded with a very low activity in the system, outside of the regular working hours, when transferring data from other packages to PCE does not take place. 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. Please make sure that the Ambulatory Care Nightly Transmission to NPCDB, [SCDX AMBCAR NIGHTLY XMIT] option, is not running during the installation. SDAM APPT CHECK IN/OUT Appointment Check-in/Check-out SDAM APPT MGT Appointment Management SDAM APPT UPDATE Appointment Status Update SDAM APPT UPDATE MENU Appointment Status Update Menu SCDX AMBCAR RETRANS SEL REJ Selective Retransmission of NPCDB Rejections SCDX AMBCAR NIGHTLY XMIT Ambulatory Care Nightly Transmission to NPCDB SCDX AMBCAR REPORTING Ambulatory Care Reporting Menu SCDX AMBCAR RETRANS BY DATE Retransmit Ambulatory Care Data by Date Range SCDX AMBCAR RETRANS ERROR Retransmit Selected Error Code PXCE ENCOUNTER DATA ENTRY PCE Encounter Data Entry PXCE ENCOUNTER ENTRY & DELETE PCE Encounter Data Entry and Delete PXCE ENCOUNTER ENTRY SUPER PCE Encounter Data Entry-Supervisor Install Time - less than 2 minutes. 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 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]**;08/13/93 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== SDCODEL 3431251 3460447 20,27,44,97,105 110,132,257 SDVSIT0 3656424 4117780 27,99,132,257 Total number of routines - 2 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 Select Installation Option: 5. Select Installation Option: --------------------------- NOTE: When prompted for the INSTALL NAME, enter SD*5.3*257. a. Backup a Transport Global - this option will create a backup message of any routines exported with the 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 the patch is installed. It compares all components of the patch. c. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. 6. Select Installation Option: Install Package(s) ------------------ a. Choose the Install Package(s) option to start the patch install. 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: SDAM APPT CHECK IN/OUT [Appointment Check-in/Check-out] SDAM APPT MGT [Appointment Management] SDAM APPT UPDATE [Appointment Status Update] SDAM APPT UPDATE MENU [Appointment Status Update Menu] SCDX AMBCAR NIGHTLY XMIT [Ambulatory Care Nightly Transmission to NPCDB] SCDX AMBCAR REPORTING [Ambulatory Care Reporting Menu] SCDX AMBCAR RETRANS BY DATE [Retransmit Ambulatory Care Data by Date Range] SCDX AMBCAR RETRANS ERROR [Retransmit Selected Error Code] SCDX AMBCAR RETRANS SEL REJ [Selective Retransmission of NPCDB Rejections] PXCE ENCOUNTER DATA ENTRY [PCE Encounter Data Entry] PXCE ENCOUNTER ENTRY & DELETE [PCE Encounter Data Entry and Delete] PXCE ENCOUNTER ENTRY SUPER [PCE Encounter Data Entry-Supervisor] e. When prompted 'Enter protocols you wish to mark as "Out Of Order':' enter the following: SDAM DELETE CHECK OUT [Delete Check Out] 7. REBUILD MAPPED ROUTINE(S) (DSM for Open VMS sites only) ========================== NOTE: This step is only necessary if you performed step 2 or if you wish to include the routines in your mapped set. Routine Information: ==================== Routine Name: - SDCODEL Routine Checksum: Routine Name: - SDVSIT0 Routine Checksum: ============================================================================= User Information: Entered By : WOLF,ED Date Entered : NOV 13, 2001 Completed By: RUDINGER,NANCY L Date Completed: JUL 03, 2003 Released By : NELSON,VICKI M Date Released : JUL 03, 2003 ============================================================================= Packman Mail Message: ===================== $END TXT