============================================================================= Run Date: DEC 21, 2006 Designation: TIU*1*220 Package : TIU - TEXT INTEGRATION UTILITIES Priority: Mandatory Version : 1 SEQ #206 Status: Released Compliance Date: JAN 21, 2007 ============================================================================= Associated patches: (v)USR*1*30 <<= must be installed BEFORE `TIU*1*220' Subject: EDIT EXPECTED COSIGNER ONLY Category: - Routine - Other Description: ============ Patch TIU*1*220 is sent out in a combined build with USR*1*30. Together, the two patches permit authorized users to correct the Expected Cosigner of UNCOSIGNED documents without having access to the document text. I. DESCRIPTION ============== Patches TIU*1*220 and USR*1*30 are written in response to Part 1 of NSR (#20060403) - Restricting Access to Text Body for Signed Documents: Part 1 - Modify current TIU option used to change the assigned expected cosigner so the CAC and/or other designees are not given access to editing the original note text. Patch USR*1*30 creates a new USR action EDIT COSIGNER, which may be used to grant authorization to a select set of users to edit the Expected Cosigner of UNCOSIGNED documents. Patch TIU*1*220 adds new List Manager (LM) action EDIT COSIGNER to TIU VISTA options. It is a hidden action, meaning it is not displayed at the bottom of the screen with other actions. Users may see what hidden actions are available by entering '??' at the Select Action prompt. The new action is available under options from the TIU Manager Menu: Text Integration Utilities (MIS Manager) ... [TIU MAIN MENU MGR] For example, it is a hidden action on Manager menu option Search for Selected Documents [TIU SEARCH LIST MGR] Select Text Integration Utilities (MIS Manager) Option: 4 Search for Selected Documents ... Clinical Documents Jul 31, 2006@14:53:25 Page: 1 of 1 by AUTHOR (XXXXXXXX) from 07/24/06 to 07/31 1 documents Patient Document Ref Date Status 1 + CPRSPATIENT,(CXXXX) MEDICINE NOTE 07/26/06 completed + Next Screen - Prev Screen ?? More Actions >>> Find Delete Document Browse On Chart Reassign Interdiscipl'ry Note Edit Link to Other Applic Change View Verify/Unverify Send Back Print Amend Document Display... Quit Select Action: Quit// ?? Valid selections are: . . . The following actions are also available: + Next screen > Shift View to Right CWAD CWAD Display - Previous Screen GO Go to Page EC Edit Cosigner <====== FS First Screen RD Re Display Screen EE Expand/Collapse Entry LS Last Screen PL Print List EX Expand/Collapse Entry UP Up a Line ADPL Auto Display(On/Off) F Find DN Down a Line CP Copy < Shift View to Left CT Change Title Action EDIT COSIGNER is also available as a hidden action on Browse screens and on some Clinician menu options. In summary, it is available as a hidden action wherever hidden action CHANGE TITLE is available. List Manager action EDIT COSIGNER permits Cosigner-edit only of document types Progress Notes, Discharge Summaries, and Consults. Only documents with status UNCOSIGNED or UNSIGNED (provided there are existing rules allowing editing of unsigned documents) may be edited using this action. In this action, only UNCOSIGNED documents are audited. NEW SERVICE REQUEST (NSR) ========================= #20060403 - Restricting Access to Text Body for Signed Documents (Part 1) REMEDY TICKETS ============== none found ENHANCEMENT REQUESTS (E3RS) =========================== This patch partially or fully satisfies the following requests: E3R # Message # Description 14738 31836117 TIU/ASU TO RECOGNIZE (2) TYPES OF "EDIT" ACTIONS 19386 40280708 ALLOW EDITING OF EXPECTED COSIGNER PATIENT SAFETY ISSUE ==================== PSI 06-005 II. TECHNICAL COMPONENTS ======================== Protocols ========= TIU ACTION EDIT COSIGNER TIU BROWSE ACTION EDIT COSIGNER TIU HIDDEN ACTIONS ADVANCED (as link) TIU HIDDEN ACTIONS BROWSE (as link) TIU HIDDEN ACTIONS OE/RR (as link) III. COMBINED SOFTWARE AND DOCUMENTATION RETRIEVAL ================================================== Software ======== Patches TIU*1*220 and USR*1*30 are distributed in a host file. The host file contains two KIDS builds. First Build: USR*1.0*30 Second Build: TIU*1.0*220 Host File Name Download Format ---------------------------------------------- TIU_10_220.KID ASCII This host file can be downloaded as described below under section DOCUMENTATION. Use ASCII format and use file name TIU_10_220.KID. Documentation ============= The TIU and Authorization/Subsciption Utility (ASU) User Manuals have been updated to reflect the enhancements provided by these patches. The updated documentation is available in the form of (.PDF) files, as follows: PDF File Manual Download Format ----------------------------------------------------------------------- TIUUM.PDF TIU Clinical Coordinator & User Manual BINARY ASUUM.PDF TIU Clinical Coordinator Manual BINARY These two files can be retrieved in BINARY format by FTP. The preferred method is to FTP the files from download.vista.med.va.gov which will transmit the files from the first available FTP server. The files may also be downloaded directly from a particular FTP location at the following locations: CIO FIELD OFFICE FTP ADDRESS DIRECTORY ---------------- ------------------------- -------------------- Albany ftp.fo-albany.med.va.gov [anonymous.software] Hines ftp.fo-hines.med.va.gov [anonymous.software] Salt Lake City ftp.fo-slc.med.va.gov [anonymous.software] The documentation can also be found on the System Design and Development Web page: (http://www.va.gov/vdl). IV. COMBINED INSTALLATION INSTRUCTIONS ====================================== Patch USR*1*30 creates USR action EDIT COSIGNER, IEN #27, assuming the site's USR ACTION file 8930.8 is correct and up to date. The environment check makes sure the USR ACTION file has the correct actions with the correct IENS. The last record in the file should be LINK TO FLAG, IEN #26. This was exported in patch USR*1*27 as part of Patient Record Flags Phase II. If the check finds incorrect actions or IENS, it will abort the installation. If this occurs, please enter a Remedy ticket for assistance by Enterprise VistA Support (EVS). If the file already has action EDIT COSIGNER, IEN #27, the action is overwritten. If the file is correct and does not yet have action EDIT COSIGNER, the patch will install it as IEN 27. This patch may be installed with users on the system. It should be loaded during non-peak hours to minimize disruption to users, although any disruption should be very minimal. It should take less than 2 minutes to install. The builds are installed in the following order: USR*1.0*30 TIU*1.0*220 USR*1.0*30 requires USR*1.0*27 TIU*1.0*220 requires USR*1.0*30 Installation Steps: =================== 1. Download file TIU_10_220.KID to the appropriate directory on your system. See section COMBINED SOFTWARE AND DOCUMENTATION RETRIEVAL, above. 2. Use LOAD A DISTRIBUTION option on the KIDS INSTALLATION menu, and enter: TIU_10_220.KID 3. When given the option to run the Environment Check Routine, answer "YES." 4. From the 'Kernel Installation & Distribution System' menu, select the Installation menu. 5. From this menu, you may now elect to use the following options if you wish. (When prompted for INSTALL NAME, enter USR*1.0*30.) a. Backup a Transport Global b. Compare Transport Global to Current System c. Verify Checksums in Transport Global d. Print Transport Global 6. Use the Install Package(s) option and select package USR*1.0*30. 7. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//', respond NO. 8. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//', answer NO. 9. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//', respond YES. When prompted to select the options you would like to place out of order, enter the following: TIU* USR* 10. Environment check routine USR30 should be deleted from your system after successful patch installation. V. POST INSTALLATION INSTRUCTIONS ================================= Sites will need to add business rules for USR action EDIT COSIGNER before users can edit UNCOSIGNED documents using new List Manager action EDIT COSIGNER. Please see patch USR*1*30 for details on USR action EDIT COSIGNER and for recommended Business Rules. The new List Manager action EDIT COSIGNER can be used to edit the Cosigner of UNSIGNED documents provided there are existing rules allowing the editing of UNSIGNED documents. VI. ROUTINES ============ 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 (Old Checksums) Routine name Before Patch After Patch Patch List ============ ============ =========== ========== TIURA3 NA 7536472 220 Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: TIURA3 Before: n/a After: B23238249 **220** ============================================================================= User Information: Entered By : MCCLENAHAN,MARGARET Date Entered : JUL 25, 2006 Completed By: OLSEN,JAMES Date Completed: DEC 20, 2006 Released By : STRONG,NICK Date Released : DEC 21, 2006 ============================================================================= Packman Mail Message: ===================== No routines included