$TXT Created by MCCLENAHAN,MARGARET E E at DEVCUR.FO-SLC.MED.VA.GOV (KIDS) on Wednesday, 10/06/04 at 09:21 ============================================================================= Run Date: DEC 09, 2004 Designation: TIU*1*169 Package : TIU - TEXT INTEGRATION UTILITIES Priority: Mandatory Version : 1 SEQ #173 Status: Released Compliance Date: JAN 09, 2005 ============================================================================= Subject: DOCUMENT DEFS FOR C&P WORKSHEETS Category: - Routine - Other Description: ============ I. DESCRIPTION: ============ This patch provides 58 new C&P Document Definitions in support of patch DVBA*2.7*53 - C&P WORKSHEET MODULE PHASE. C&P Progress Notes are generally entered and signed in the CAPRI GUI application, using the new AMIE Exam Worksheet Module. From CAPRI they are automatically uploaded into TIU and stored as Progress Notes, using these new Document Definitions and/or using titles created by sites themselves. Instead of or in addition to entering exams using CAPRI and the C&P Worksheet module, sites may begin the process from TIU, either uploading C&P notes directly into TIU via the usual TIU upload options, or entering C&P notes manually from CPRS GUI or TIU List Manager options. Such documents are then copied manually into AMIE after entry in TIU. Storing C&P Exam Reports in TIU permits them to be viewed as part of the patient record along with other Progress Notes. An option included in patch TIU*1*169 may be run after the patch is installed and creates the 58 new Document Definitions when run. Sites are not REQUIRED to use the 58 new Document Definitions (DDEFS). If a site does not intend to use any of these new DDEFS, the site should not run the option. If a site intends to use some or all of the 57 new Titles, the site must run the option after installing the patch. The Document Class is created ACTIVE and is National Standard. The 57 Titles are created INACTIVE and are not National Standard. The site should review policy on C&P Examination Reports, review its ASU business rules for C&P documents, and then activate any Titles it plans to use. This patch does NOT enforce data consistency between AMIE and TIU. Although specific recommendations for business rules are outside the scope of this patch, Section VI., BUSINESS RULE GUIDELINES may help. National Online Sharing (NOIS) and Electronic Error and Enhancement =================================================================== Reporting (E3RS): ================ There are no NOIS, E3RS, or National Service Requests (NSRS) for this patch. This patch is written in support of patch DVBA*2.7*53 - C&P WORKSHEET MODULE PHASE. II. TECHNICAL COMPONENTS: ==================== File ^TIU(8925.1, TIU DOCUMENT DEFINITION: ========================================== 1. Option Create DDEFS for C&P Worksheets, [TIU169 DDEFS, C&P WORKSHEET] creates a new Document Class (DC) and 57 new Titles (TL) in the TIU DOCUMENT DEFINITION file. They are created under Class PROGRESS NOTES, with the following hierarchical structure: PROGRESS NOTES CL C&P EXAMINATION REPORTS DC C&P AID AND ATTENDANCE OR HOUSEBOUND TL C&P ACROMEGALY TL C&P ARRHYTHMIAS TL C&P ARTERIES, VEINS AND MISC TL C&P AUDIO TL C&P BONES TL C&P BRAIN AND SPINAL CORD TL C&P CHRONIC FATIGUE SYNDROME TL C&P COLD INJURY PROTOCOL TL C&P CRANIAL NERVES TL C&P CUSHING'S SYNDROME TL C&P DENTAL AND ORAL TL C&P DIABETES MELLITUS TL C&P DIGESTIVE CONDITIONS TL C&P EAR DISEASE TL C&P EATING DISORDERS TL C&P ENDOCRINE DISEASES TL C&P EPILEPSY AND NARCOLEPSY TL C&P ESOPHAGUS AND HIATAL HERNIA TL C&P EXAMINATION TL C&P EYE TL C&P FEET TL C&P FIBROMYALGIA TL C&P GENERAL MEDICAL TL C&P GENITOURINARY TL C&P GULF WAR PROTOCOL TL C&P GYNECOLOGICAL CONDITIONS AND DISORDERS OF THE BREAST TL C&P HIV-RELATED ILLNESS TL C&P HAND, THUMB AND FINGERS TL C&P HEART TL C&P HEMIC DISORDERS TL C&P HYPERTENSION TL C&P INFECTIOUS, IMMUNE AND NUTRITIONAL DISABILITIES TL C&P INTESTINES TL C&P JOINTS (SHOULDER, ELBOW, WRIST, HIP, KNEE, ANKLE) TL C&P LIVER, GALL BLADDER, AND PANCREAS TL C&P LYMPHATIC DISORDERS TL C&P MENTAL DISORDERS TL C&P MOUTH, LIPS, AND TONGUE TL C&P MULTIPLE EXAM TL C&P MUSCLES TL C&P NEUROLOGICAL DISORDERS TL C&P NOSE, SINUS, LARYNX, AND PHARYNX TL C&P PRISONER OF WAR PROTOCOL TL C&P PTSD, INITIAL EVALUATION TL C&P PTSD, REVIEW TL C&P PERIPHERAL NERVES TL C&P PULMONARY TUBERCULOSIS AND MYCOBACTERIAL DISEASES TL C&P RECTUM AND ANUS TL C&P RESIDUALS OF AMPUTATIONS TL C&P RESPIRATORY TL C&P SCARS TL C&P SENSE OF SMELL AND TASTE TL C&P SKIN DISEASES TL C&P SPINE TL C&P STOMACH, DUODENUM, AND PERITONEAL ADHESIONS TL C&P THYROID AND PARATHYROID DISEASES TL The Document Class is NATIONAL STANDARD and is created ACTIVE. The Titles are not NATIONAL STANDARD and are created with status INACTIVE. Sites should review Business Rules before activating Titles. See Section VI., BUSINESS RULE GUIDELINES. OPTIONS: ======== This patch exports option Create DDEFS for C&P Worksheets [TIU169 DDEFS, C&P WORKSHEETS]. It is this option, not the patch itself, which creates the new standard TIU Document Definitions. The option creates global ^XTMP("TIU169") to track which DDEFS it has created. The global is small. When the option is run, the deletion date for the global is set to 2 years from the date the option is run. The global is automatically deleted according to its deletion date by Option Clean old Job Nodes in XUTL [XQ XUTL $J NODES]. For more information on this option, see Section V, POST-INSTALLATION INSTRUCTIONS, below. ROUTINE SUMMARY: ================ 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: ;;1.0;Text Integration Utilities;**[patch list]**;Jun 20, 1997 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== TIU169D N/A 5186218 169 TIUEN169 N/A 12573942 169 TIUPS169 N/A 15935160 169 III. DOCUMENTATION RETRIEVAL: ======================== NOTE: Documentation specifically related to this patch has been sanitized and meets Standard Operating Procedures. The complete documentation for TIU will be released once total sanitization is completed. Sites will retrieve VistA documentation via FTP. The preferred method is to FTP the file from: download.vista.med.va.gov. This transmits the file from the first available FTP server. Sites may also elect to retrieve the file directly from a specific server as follows: Albany ftp.fo-albany.med.va.gov Hines ftp.fo-hines.med.va.gov Salt Lake City ftp.fo-slc.med.va.gov This documentation will be in the form of an Adobe Acrobat file. The updated TIU Clinical Coordinator and User Manual is file tiuum.pdf. Documentation can also be found after the patch is released on the System Design and Development Web page at: http://vista.med.va.gov/vdl IV. INSTALLATION INSTRUCTIONS: ========================== Installation of this patch will take less than 2 minutes. Users need not be off the system when applying this patch, and it can be installed at any time of day. 1. Use PackMan option, INSTALL/CHECK MESSAGE to load the transport global. Then, on the KIDS menu under the 'INSTALLATION' menu, use the following options as desired: Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Backup a Transport Global 2. On the KIDS menu under the 'INSTALLATION' menu, use the following option to install the patch: Install Package(s) (TIU*1.0*169) The environment check looks for user class CLINICAL COORDINATOR. This user class was exported with the original release of TIU, and TIU expects to find it there. Ownership of the new Document Definitions is assigned to this user class. If the environment check fails to find class CLINICAL COORDINATOR, it will post a warning. Although the patch will go ahead and install, the option to create the DDEFS will not run until the user class is present. 3. When prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//", respond 'NO'. 4. When prompted "Want KIDS to INHIBIT LOGONs during the install? YES//", respond 'NO'. 5. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//', respond 'YES', and DISABLE the TIU* Options and Protocols. 6. When prompted 'Delay Install (Minutes): (0-60): 0//; respond '0'. 7. After installing the patch, sites who wish to use any of the new standard DDEFS must run option TIU169 DDEFS, C&P WORKSHEETS. See Section V,, POST-INSTALLATION INSTRUCTIONS. Sites who choose not to create the new DDEFS should delete the option, as well as routines TIUEN169, TIUPS169, and TIU169D after the released patch has been installed successfully. Please verify checksums before deleting the routines. 8. Sites who choose to create the new DDEFS should delete the option, as well as routines TIUEN169, TIUPS169, and TIU169D after the released patch has been installed and after option TIU169 DDEFS, C&P WORKSHEETS has successfully created all 58 Document Definitions. Please verify checksums before deleting the routines. 9. We do not anticipate any need to reinstall this patch. However, it may be reinstalled if necessary. V. POST-INSTALLATION INSTRUCTIONS: =============================== NOTE: Sites who choose not to create the new DDEFS may ignore these POST-INSTALLATION INSTRUCTIONS. Option TIU169 DDEFS, C&P WORKSHEETS is exported with the patch. It is run after the patch is installed. It is this option, not the patch itself, which actually creates the new standard Document Definitions for C&P Exam Reports. BEFORE RUNNING OPTION TIU169 DDEFS, C&P WORKSHEETS: =================================================== The option asks if the user wishes to designate an existing Document Class (DC) to create the new titles in. We suggest that sites with existing C&P titles in a particular DC designate that DC. Also, if sites wish to continue using existing titles under that DC, and they correspond to new exported titles, we suggest that the site edit the existing titles to exactly match the exported ones BEFORE running the option. The option then skips the matching titles in the designated DC and does not attempt to recreate them. RUNNING OPTION TIU169 DDEFS, C&P WORKSHEETS: ============================================ The option should take one or two minutes to run and will not disrupt users, so it can be run at any time of day. The option is run from programmer mode. ******************** >D ^XUP Setting up programmer environment Terminal Type set to: C-VT220 Select OPTION NAME: TIU169 DDEFS, C&P WORKSHEETS Create DDEFS for C&P Worksheets action Create DDEFS for C&P Worksheets This option creates Document Definitions (DDEFS) for C&P Worksheets. It may take one or two minutes to run. It will tell you whether or not it is successful. ******************** The user is asked if they wish to designate an existing Document Class (DC) to create the new titles in: ******************** I can create a new C&P Document Class or you can designate an existing one. If you designate an existing one, I will change its name to C&P EXAMINATION REPORTS. I will create the new C&P Titles under it, skipping any you already have. Do you want to designate a Document Class? YES// ******************** If the user declines to designate a DC, choosing to create a new one for the new titles, the option checks for potential duplicates and quits if it finds any: ******************** Do you want to designate a Document Class? YES// NO You already have the following DDEFS exported by this patch. I cannot create duplicates. Please change their names so they no longer match exported DDEFS, or if you are not using them, delete them. If you change the name of a DDEF you plan to continue using, remember to update its Print Name as well. For help, contact Enterprise Vista Support. You may not run this option until these matches are eliminated. C&P BONES ******************** If no potential duplicates are found, the option proceeds to create a new DC and to create the 57 new titles under it: ************* Do you want to designate a Document Class? YES// NO I will create a new Document Class with new Titles under it. OK? YES//YES DEVICE: HOME ***** Document Definitions (DDEFS) for C&P Worksheets ***** Creating the Document Definitions... All Document Definitions have now been created successfully. ************* ******************** If the user designates an existing DC for the new titles, the option checks for potential duplicates OUTSIDE of the designated DC and quits if it finds any, as above. If it does not find any potential duplicates OUTSIDE of the designated DC, it goes on to change the name of the designated DC to C&P EXAMINATION REPORTS if the DC names differ and to create the new Titles under the designated DC, skipping any matching Titles that already exist under that DC. (The site may wish to update the Print Name of the designated DC; the option does not update Print Name.) ******************** Do you want to designate a Document Class? YES// YES Select TIU DOCUMENT DEFINITION NAME: C&P EXAMS DOCUMENT CLASS Your designated C&P Document Class already has matching Titles: C&P BONES I will create the non-matching Titles under Document Class C&P EXAM REPORTS, and skip the matching Titles. OK? YES//YES DEVICE: HOME ***** Document Definitions (DDEFS) for C&P Worksheets ***** Creating the Document Definitions... All Document Definitions have now been created successfully. ************* ******************** The option can be rerun in case an error causes a DDEF not to be created, or if the user exits before the DDEFS are created. The option will only attempt to create DDEFS not previously created/designated. If the user has already designated or declined to designate a DC and has verified that choice, the option proceeds using the designated/created DC: ******************** This option creates Document Definitions (DDEFS) for C&P Worksheets. It may take one or two minutes to run. It will tell you whether or not it is successful. Proceeding with Document Class C&P EXAMINATION REPORTS... DEVICE: HOME// ***** Document Definitions (DDEFS) for C&P Worksheets ***** Creating the Document Definitions... All Document Definitions have now been created successfully. ************* ******************** If an error is encountered while attempting to create a DDEF, the option proceeds to create the rest and then displays an error message: ******************** DEVICE: HOME// ANYWHERE ***** Document Definitions (DDEFS) for C&P Worksheets ***** Creating the Document Definitions... Problems were encountered creating the following Document Definitions: Title C&P Acromegaly: Couldn't add DDEF to parent. DDEF deleted. ************* ******************** AFTER RUNNING OPTION TIU169 DDEFS, C&P WORKSHEETS: ================================================== When the option has run successfully to the end and messages have indicated that all Document Definitions have been created successfully with no problems encountered, the option should be deleted, along with routines TIUEN169, TIUPS169, and TIU169D, after verifying the checksums. If problems are encountered creating one or more DDEFS, sites may contact Enterprise Vista Support (EVS) for help. Once the problem has been resolved, the option should be run again until all DDEFS have been created. It will attempt to create only those DDEFS not successfully created previously. If the option is run again after Document Definitions have already been created successfully, no harm is done. The user is simply informed that the entries were already created successfully. (This assumes that the option and routines have not been deleted, and that the XTMP global has not yet been deleted. It should not auto-delete until at least 2 years after the option was last run.) VI. BUSINESS RULE GUIDELINES: ============================= Sites should already be aware of policy on communicating and maintaining data consistency between AMIE and TIU. This document does NOT attempt to discuss policy except in connection to its implications for business rules. This document does not recommend specific business rules. Sites should already have appropriate business rules in place for their existing C&P Document Definitions. This document does, however, provide several guidelines. We recommend reviewing both policy and business rules before activating new titles. Business rules should be appropriate and should cover all C&P titles, as necessary. Documents stored in TIU present data consistency issues since they are also stored in AMIE and since reports are sent to third parties such as VBA, as well. Current TIU/CP software does NOT ENFORCE DATA CONSISTENCY OR COMMUNICATION AMONG C&P STAKEHOLDERS. Consistency and communication among those with access to C&P reports must be maintained manually, by policy. Nevertheless, business rules may help minimize data consistency issues. GUIDELINES: =========== First, in order to minimize these issues, sites may wish to limit actions ENTRY and MAKE ADDENDUM to appropriate users. Note that Business Rules for ENTRY and SIGNATURE of C&P Reports are observed whether entry is made from AMIE or from TIU/CPRS. Also, users who Enter or Addend C&P documents using CPRS GUI, TIU UPLOAD, or TIU List Manager options should be aware that narratives are stored in two separate places and that TIU makes no attempt to update or inform AMIE when documents are entered or updated in TIU. Second, corrective, TIU manager actions such as REASSIGN should be restricted to one or two individuals who are familiar with policy, and can carry it out. Corrective action on the TIU side to completed documents should be made using the TIU List Manager menu of corrective actions. These actions, however, do NOT update AMIE. AMIE must be updated manually in a separate action. When making changes on the AMIE side for TIU actions DELETE and REASSIGN, the TIU document Internal Entry Number stored in AMIE must be updated AFTER corrective action is taken in TIU. Routine Information: ==================== Routine Name: - TIUEN169 Routine Checksum: Routine Name: - TIUPS169 Routine Checksum: Routine Name: - TIU169D Routine Checksum: ============================================================================= User Information: Entered By : MCCLENAHAN,MARGARET Date Entered : JUL 28, 2003 Completed By: KELLY,JANET Date Completed: DEC 08, 2004 Released By : SAUNDERS,TOM Date Released : DEC 09, 2004 ============================================================================= Packman Mail Message: ===================== $END TXT