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 : 
