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File Content
Run Date: MAY 21, 2019 Designation: DG*5.3*982
Package : DG - REGISTRATION Priority: Mandatory
Version : 5.3 Status: Under Development
=============================================================================
Associated patches: (v)DG*5.3*824 <<= must be installed BEFORE `DG*5.3*982'
(v)DG*5.3*893 <<= must be installed BEFORE `DG*5.3*982'
(u)DG*5.3*978 <<= must be installed BEFORE `DG*5.3*982'
Subject: PRIMARY CARE APPOINTMENTS - NEAR LIST PROCESSING
Category:
- Routine
- Enhancement (Mandatory)
- Input Template
Description:
============
Patch DG*5.3*982 is being released to support the enhancements for the Enterprise Health Benefits Determination (EHBD) program that focuses on updates for the Enrollment System Modernization (ESM) Phase 2 project.
Patch DG*5.3*982 is also being released in support of the Enrollment System (ES) 5.7 release. Refer to Informational Patch EAS*1*TBD (Enrollment Application System) for additional details regarding the ES release.
Currently, in Veterans Health Information System and Technology Architecture (VistA) Registration, Eligibility & Enrollment (REE), the Call List option [DGEN NEACL MGT RPT1] displays newly enrolled Veterans who applied for VA Healthcare and indicated they want an appointment with a VA health care provider. VistA users can use the New Enrollee Appointment Request (NEAR) Call List (generated by the Call List option [DGEN NEACL MGT RPT1]) to view newly enrolled Veterans waiting to have appointments scheduled. This list is sometimes referred to as the local NEAR list, or local NEAR Call List. A patient remains on the local NEAR Call List until any appointment is scheduled for the patient.
With patch DG*5.3*982, the Call List option [DGEN NEACL MGT RPT1] is modified to include a Veteran on the local NEAR Call List until they have been scheduled for a Primary Care Appointment. The Tracking Report option [DGEN NEACL MGT RPT2] is modified so that only Primary Care Appointments will populate the SCHEDULED APPT DATE column of the Tracking Report.
An appointment or encounter is considered a Primary Care Appointment only when the clinic is configured with primary and secondary position stop codes as one of the combinations listed below. This portion of the clinic configuration is in the HOSPITAL LOCATION file (#44) STOP CODE NUMBER field (#8) and the CREDIT STOP CODE field (#2503).
Primary Primary Position Secondary Secondary Position
Position STOP CODE NUMBER Position CREDIT STOP CODE
STOP CODE Name (#40.7,.01) CREDIT Name (#40.7,.01)
NUMBER STOP CODE
(#44,8) (#44,2503)
==========================================================================
322 COMP WOMEN'S HLTH 117 NURSING (2ND ONLY)
322 COMP WOMEN'S HLTH 160 CLINICAL PHARMACY
322 COMP WOMEN'S HLTH 185 NURSE PRACTIONER
322 COMP WOMEN'S HLTH 186 PHYSICIAN ASSISTANT
322 COMP WOMEN'S HLTH 187 CLINICAL NURSE
SPECIALIST
322 COMP WOMEN'S HLTH 188 FELLOW/RESIDENT
322 COMP WOMEN'S HLTH Null
323 PRIMARY CARE/MEDICINE 117 NURSING (2ND ONLY)
323 PRIMARY CARE/MEDICINE 160 CLINICAL PHARMACY
323 PRIMARY CARE/MEDICINE 185 NURSE PRACTIONER
323 PRIMARY CARE/MEDICINE 186 PHYSICIAN ASSISTANT
323 PRIMARY CARE/MEDICINE 187 CLINICAL NURSE
SPECIALIST
323 PRIMARY CARE/MEDICINE 188 FELLOW/RESIDENT
323 PRIMARY CARE/MEDICINE Null
348 PRIMARY CARE SHARED APPT 117 NURSING (2ND ONLY)
348 PRIMARY CARE SHARED APPT 160 CLINICAL PHARMACY
348 PRIMARY CARE SHARED APPT 185 NURSE PRACTIONER
348 PRIMARY CARE SHARED APPT 186 PHYSICIAN ASSISTANT
348 PRIMARY CARE SHARED APPT 187 CLINICAL NURSE
SPECIALIST
348 PRIMARY CARE SHARED APPT 188 FELLOW/RESIDENT
348 PRIMARY CARE SHARED APPT Null
350 GERIPACT 117 NURSING (2ND ONLY)
350 GERIPACT 160 CLINICAL PHARMACY
350 GERIPACT 185 NURSE PRACTIONER
350 GERIPACT 186 PHYSICIAN ASSISTANT
350 GERIPACT 187 CLINICAL NURSE
SPECIALIST
350 GERIPACT 188 FELLOW/RESIDENT
350 GERIPACT Null
160 CLINICAL PHARMACY 322 COMP WOMEN'S HLTH
160 CLINICAL PHARMACY 323 PRIMARY CARE/MEDICINE
210 SPINAL CORD INJURY (SCI) 322 COMP WOMEN'S HLTH
210 SPINAL CORD INJURY (SCI) 323 PRIMARY CARE/MEDICINE
310 INFECTIOUS DISEASE 322 COMP WOMEN'S HLTH
310 INFECTIOUS DISEASE 323 PRIMARY CARE/MEDICINE
313 RENAL/NEPHROL(EXCEPT DIALYSIS) 322 COMP WOMEN'S HLTH
313 RENAL/NEPHROL(EXCEPT DIALYSIS) 323 PRIMARY CARE/MEDICINE
The Management Edit [DGEN NEACL REQUEST MGT EDIT] option displays the informational message "The Veteran has been removed from the NEAR Call List." when the user sets the Appointment Request Status to FILLED:
* BEGIN SCREEN CAPTURE *
Select PATIENT NAME: PRIMARYAPPT,SECOND MD 2-29-92 666329876 NO
SC VETERAN
Enrollment Priority: GROUP 5 Category: ENROLLED End Date:
APPOINTMENT REQUEST ON 1010EZ:YES// (no editing) APPOINTMENT REQUEST DATE:APR 10, 2019// (no editing)
STATUS: F FILLED
The Veteran has been removed from the NEAR Call List.
Enter RETURN to continue...
COMMENT:
* END SCREEN CAPTURE *
Patch Components:
-----------------
Files & Fields Associated:
File Name (Number) Field Name (Number) New/Modified/Deleted
------------------ ------------------- --------------------
N/A
Forms Associated:
Form Name File Number 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
Security Keys Associated:
Security Key Name
-----------------
N/A
Templates Associated:
Template Name Type File Name (Number) New/Modified/Deleted
------------- ---- ------------------ --------------------
DGEN NEACL INPUT PATIENT (#2) Modified
Remote Procedures Associated:
Remote Procedure Name New/Modified/Deleted
--------------------- --------------------
N/A
Parameter Definitions Associated:
Parameter Name New/Modified/Deleted
-------------- --------------------
N/A
Additional Information:
-----------------------
N/A
Blood Bank Team Coordination:
-----------------------------
N/A
New Service Requests (NSRs):
N/A
Patient Safety Issues (PSIs):
N/A
Defect Tracking System Ticket(s) & Overview:
N/A
Test Sites:
-----------
TBD
Software and Documentation Retrieval Instructions:
--------------------------------------------------
This software is being released as a patch (PackMan) message.
Documentation describing the new functionality is included in this release.
The preferred method is to retrieve the files from
URL
. This transmits the files from the first available server. Sites may also elect to retrieve the files directly from a specific server.
Sites may retrieve the software and/or documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices:
Hines:
URL
Salt Lake City:
URL
Documentation can also be found on the VA Software Documentation Library
at: https://
URL
/vdl/
Documentation Title File Name FTP Mode
---------------------------------------------------------------------
DG*5.3*982 Release Notes DG_5_3_982_RN.PDF (binary)
User Manual - Appointment Menu APPT.PDF (binary)
PIMS Technical Manual PIMSTM.PDF (binary)
Host File Name FTP Mode
---------------------------------------------------------------------
N/A
Patch Installation:
-------------------
Pre/Post Installation Overview:
-------------------------------
Pre-Installation Instructions:
------------------------------
1. Ensure that the Call List (background job) [DGEN NEACL MGT RPT1BK] is
not scheduled to run during installation.
2. The following options should be disabled during installation:
Management Edit [DGEN NEACL REQUEST MGT EDIT]
Call List (background job) [DGEN NEACL MGT RPT1BK]
Call List [DGEN NEACL MGT RPT1]
Tracking Report [DGEN NEACL MGT RPT2]
3. If installed during the normal workday, it is recommended that the
following selection(s) in the OPTION (#19) file, and all of their
descendants be disabled to prevent possible conflicts while running the
installation. Other VISTA users will not be affected.
Appointment Management [SDAM APPT MGT]
4. 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. This patch should take less than 5
minutes to install.
Installation Instructions:
--------------------------
1. If the release is provided using PackMan, choose the PackMan
message containing this build. Then select the INSTALL/CHECK MESSAGE
PackMan option to load the build.
If this release is provided using a Host file, use the Load a
Distribution option contained on the Kernel Installation and
Distribution System Menu to load the Host file.
2. From the Kernel Installation and Distribution System Menu, select the
Installation Menu. From this menu,
A. Select the Verify Checksums in Transport Global option to
confirm the integrity of the routines that are in the transport
global. When prompted for the INSTALL NAME enter the patch or build
name (ex. DG*5.3*982).
NOTE: Using <spacebar><enter> will not bring up a Multi-Package
build even if it was loaded immediately before this step. It will
only bring up the last patch in the build.
B. Select the Backup a Transport Global option to create a backup
message of any routines exported with this patch. It will not
backup any other changes such as DDs or templates.
C. You may also elect to use the following options:
i. Print Transport Global - This option will allow you to view
the components of the KIDS build.
ii. 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 of the components of this
patch, such as routines, DDs, templates, etc.
D. Select the Install Package(s) option and choose the patch to
install.
i. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of
Install? NO//', answer NO.
ii. When prompted 'Want KIDS to INHIBIT LOGONs during the install?
NO//', answer NO.
iii. When prompted 'Want to DISABLE Scheduled Options, Menu
Options, and Protocols? NO//', answer YES.
a. When prompted 'Enter options you wish to mark as 'Out Of
Order':', select the following option(s):
Option Name Menu Text
----------- ---------
Management Edit [DGEN NEACL REQUEST MGT EDIT]
Tracking Report [DGEN NEACL MGT RPT2]
Call List [DGEN NEACL MGT RPT1]
Call List (background job) [DGEN NEACL MGT RPT1BK]
Appointment Management [SDAM APPT MGT]
Appointment Status Update [SDAM APPT UPDATE]
Appointment Check-in/Check-out [SDAM APPT CHECK IN/OUT]
Cancel Appointment [SD CANCEL APPOINTMENT]
Press the Enter key when you are done selecting options.
b. When prompted 'Enter protocols you wish to mark as 'Out Of
Order':', enter the following protocols:
Appointment Event Driver [SDAM APPOINTMENT EVENTS]
c. When prompted 'Delay Install (Minutes): (0 - 60): 0//',
answer 0.
Post-Installation Instructions:
-------------------------------
Reschedule the Call List (background job) [DGEN NEACL MGT RPT1BK] if it was unscheduled.
Back-Out/Roll Back Plan:
------------------------
In the event a site determines that this patch should be backed out, the site should submit a YOUR IT Services ticket with the Enterprise Service Desk (ESD) for assistance with the procedure.
Any issues would need to be evaluated to determine if: a back-out of the software is appropriate; a new patch is needed; or if data requires correction or restoration.
During installation, if the option to back up routines was run as directed, "Backup a Transport Global", then routines will have the ability to be restored from the "backup" MailMan message that was generated. However, the KIDS installation process does not perform a backup of other VistA software components, such as DD, cross-reference, and template changes.
Routine Information:
====================
The second line of each of these routines now looks like:
;;5.3;Registration;**[Patch List]**;Aug 13,1993;Build 5
The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD.
Routine Name: DGENA2
Before: B47383662 After: B68415941 **121,122,147,232,327,469,491,
779,788,824,982** Routine Name: DGENACL2
Before: B20337882 After: B31147989 **788,893,982**
=============================================================================
User Information:
Entered By : MCMANAMON,JOHN A Date Entered : APR 10, 2019
Completed By: Date Completed:
Released By : Date Released :