$TXT Created by DAVIS,ROBERT B at DNS   URL          (KIDS) on Monday, 07/17/17 at 09:30
=============================================================================
Run Date: JUL 17, 2017                     Designation: OR*3*453
Package : OR - ORDER ENTRY/RESULTS REPORTING  Priority: Mandatory
Version : 3                                     Status: Under Development
=============================================================================

Associated patches: (v)OR*3*42     <<= must be installed BEFORE `OR*3*453'
                    (u)OR*3*377    <<= must be installed BEFORE `OR*3*453'
                    (u)OR*3*405    <<= must be installed BEFORE `OR*3*453'

Subject: Provider Changes Role

Category: 
  - Enhancement (Mandatory)

Description:
============

 The purpose of this patch is to allow an Ordering Provider who is being 
 given a role change (e.g., transferred to DoD from VA) to have his or her 
 Patient Orders reassigned permanently to one or more Providers who will 
 then receive alerts/notifications for those orders as of the transfer 
 date/time.
  
 A new Provider Utilities GUI tool will be available in CPRS to pull up an 
 Ordering Provider's Patient Orders for a date range selected by the end 
 user.  Using the GUI tool, the end user will be able to reassign those 
 Patient Orders to one or more Providers who must be able, at least 
 generally, to receive alerts/notifications.  Only Patient Orders in a 
 Signed state will be available for selection.
  
 A new "EPRACDT" New Style cross reference (index) has been created to be 
 able to quickly pull up Order Providers from the ORDER ACTIONS multiple 
 who are currently responsible for Patient Orders so these can be 
 reassigned.
  
 Once new Providers have been assigned Patient Orders, the end user can 
 press the Apply Changes button to actually do the reassignments.  Each 
 Patient Order will report back to the end user Success or Failure of 
 reassignment.  For example, one Failure could occur if a Patient Order is 
 being edited by another user.
  
 Another new "EPRTRDT" New Style cross reference (index) has been created 
 to allow a newly assigned Provider's Patient Orders to be reassigned 
 permanently to a third Provider.  This may rarely occur but it is 
 possible.
  
  
 Patch Components:
 -----------------
  
  
 Files & Fields Associated:
  
 File Name (Number)     Field Name (Number)          New/Modified/Deleted
 ------------------     -------------------          --------------------
 ORDER (100)            ORDER TRANSFERS (100.011)    New (Multiple)
                          TRANSFER DATE/TIME (.01)   New (Sub-Field)
                          TRANSFERRED FROM (.02)     New (Sub-Field)
                          TRANSFERRED TO (.03)       New (Sub-Field)
                          TRANSFER USER (.04)        New (Sub-Field)
  
 Cross Reference "EPRTRDT" has been created at ORDER level that will index 
 by TRANSFERRED TO & TRANSFER DATE/TIME sub-fields.
  
                        ORDER ACTIONS (100.008)      Modified (Multiple)
                          DATE/TIME ORDERED (.01)    Modified (Sub-Field)
                          PROVIDER (3)               Modified (Sub-Field)
  
 Cross Reference "EPRACDT" has been created at ORDER level that will index 
 by PROVIDER & DATE/TIME ORDERED sub-fields.
  
 Forms Associated:
  
 Form Name       File #  New/Modified/Deleted
 ---------       ------  --------------------
 N/A
  
 Mail Groups Associated:
  
 Mail Group Name New/Modified/Deleted
 --------------- --------------------
 N/A
  
 Options Associated:
  
 Option Name          Type    New/Modified/Deleted
 -----------          ----    -------------------- 
 N/A
  
 Protocols Associated:
  
 Protocol Name   New/Modified/Deleted
 -------------   -------------------- 
 N/A
  
 Remote Procedures Associated:
 RPC Name                                             New/Modified/Deleted
 --------                                             --------------------
 ORQ3 EN                                               New
 ORQ3 XFER                                             New
  
 Security Keys Associated:
  
 Security Key Name
 -----------------
 N/A
  
 Templates Associated:
  
 Template Name   Type    File Name (Number)  New/Modified/Deleted 
 -------------   ----    ------------------  --------------------
 N/A
  
 Additional Information:
  
  
 New Service Requests (NSRs):
 ----------------------------  
 NSR 20130504 created to address Patient Safety Issue described immediately
 below.
  
 Patient Safety Issues (PSIs):
 -----------------------------
 Patient Safety Issue #2083 and Remedy Ticket #514657 are associated with 
 this request.  As regards a provider who had practiced at VA from November
 2008 until July 2011, when he became a DoD provider, a surrogate was
 assigned for him. The surrogate received notifications for the former
 provider as well as notifications for patients the former provider became
 responsible for in his new role as a DoD provider who also uses CPRS. When
 the surrogacy was removed, the DoD provider received notifications for his
 DoD patients and also received notifications for his former VA patients.  
 When notifications regarding clinical information such as lab values, 
 cancellation or discontinuation of lab and imaging orders, and update or 
 cancellation of consults are not directed to the correct provider, 
 potential exists for abnormal results not being communicated to the new 
 provider, or not communicated in a timely manner.
  
 Defect Tracking System Ticket(s) & Overview:
 --------------------------------------------
 N/A
  
  
 Test Sites:
 ----------
 TBD
  
  
 Software and Documentation Retrieval Instructions:
 ---------------------------------------------------- 
 Documentation describing the installation for this patch is available.
  
 The preferred method is to retrieve files from URL.DNS
 This transmits the files from the first available server. Sites may 
 also elect to retrieve files directly from a specific server. 
  
 Sites may retrieve the software documentation directly using Secure File
 Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the
 following OI Field Offices:
  
 Albany: DNS.URL       
 Hines:  DNS     .URL         
 Salt Lake City: DNS.URL       
  
 Documentation can also be found on the VA Software Documentation Library 
 at:
 http://URL            /
  
  
 File Name                  Contents                        FTP Mode 
 -----------------------------------------------------------------------
 TBD
  
 Patch Installation:
  
  
 Pre/Post Installation Overview:
 -------------------------------
  
  
 Pre-Installation Instructions:
 ------------------------------
 This patch may be installed with users on the system although it is 
 recommended that it be installed during non-peak hours to minimize
 potential disruption to users.  The length of time to install the patch 
 will depend on the number of ORDER file (#100) ORDER ACTIONS multiple
 records that the New Style cross reference (index) "EPRACDT" will have to 
 create entries for.
  
 Also, this patch is associated with a new CPRS executable. Please 
 coordinate with the appropriate personnel to ensure the patch and the 
 executable are installed at the same time.
  
 Installation Instructions:
 --------------------------
  
 1.      Choose the PackMan message containing this patch.
  
 2.      Choose the INSTALL/CHECK MESSAGE PackMan option. 
  
 3.      From the Kernel Installation and Distribution System Menu, select 
 the Installation Menu.  From this menu, you may elect to use the 
 following options. When prompted for the INSTALL NAME enter the patch 
 # OR*3.0*453:
 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 DDs 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, DDs, 
 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.       From the Installation Menu, select the Install Package(s) option 
 and choose the patch to install.
  
 5.      When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of 
 Install? NO//', respond NO 
  
 6.      When prompted 'Want KIDS to INHIBIT LOGONs during the install? 
 NO//', respond NO
  
 7.      When prompted 'Want to DISABLE Scheduled Options, Menu Options, 
 and Protocols? NO//', respond NO 
  
 8.      If prompted 'Delay Install (Minutes):  (0 - 60): 0//' respond 0.
  
  
 Post-Installation Instructions:
 -------------------------------
 This patch kicks off a Post Install routine to run OR3P453 which will run 
 a Background Job to create the EPRACDT New Style cross reference along 
 with the data for this index from the ORDER file (#100).  Once it has 
 finished, it will send a MailMan message indicating so to the installing 
 user.  Users should not install the CPRS GUI unless and until this 
 Background Job has run to completion.
  
 Ensure that CPRS launches correctly with the new Provider Utilities 
 option available to reassign the patient orders of an Ordering Provider 
 who is changing roles (e.g., being transferred from VA to DoD) to one or 
 more Providers as of a certain date/time so that from that point forward 
 that Provider or those Providers will receive alerts/notifications for the
 orders.
  
 Back-out, Rollback Strategy:
 ----------------------------
 If there is a catastrophic failure and you are instructed to back-out and 
 rollback the installation of OR*3*453 you will need to:
  
 1. Return the state of the routines associated with this patch to the 
 state they were in prior to the install of OR*3*453.
  
 2. Utilize FileMan Utilities to Delete the two New Style Cross-References 
 (indices) associated with this patch, namely "EPRACDT" & "EPRTRDT".
  
 3. Remove any ORDER TRANSFERS multiple data for reassignments that may 
 have already been done.
  
 4. Any Providers who may have received Alerts/Notifications for a 
 Provider that transferred may wish to dispatch those alerts somehow.

Routine Information:
====================
The second line of each of these routines now looks like:
 ;;3.0;ORDER ENTRY/RESULTS REPORTING;**[Patch List]**;Dec 17, 1997;Build 4

The checksums below are new checksums, and
 can be checked with CHECK1^XTSUMBLD.

Routine Name: OR3P453
    Before:       n/a   After: B18567612  **453**
Routine Name: ORB3
    Before:B140213780   After:B152335140  **31,74,91,105,139,190,220,253,
                                           265,296,348,350,377,453**
Routine Name: ORCSAVE
    Before:B124971276   After:B134458750  **7,56,70,73,92,94,116,141,163,
                                           187,190,195,243,303,293,280,
                                           306,286,269,423,421,405,453**
Routine Name: ORELR5
    Before: B25558758   After: B27530747  **42,453**
Routine Name: ORQ2
    Before: B60457146   After: B94012922  **12,56,75,94,141,213,195,243,
                                           282,293,280,346,361,405,453**
Routine Name: ORQ3
    Before:       n/a   After: B24175232  **453**
 
Routine list of preceding patches: 42, 377, 405

=============================================================================
User Information:
Entered By  : PII                 Date Entered  : MAR 13, 2017
Completed By:                               Date Completed: 
Released By :                               Date Released : 
=============================================================================
