Install: DG*5.3*982

Patch Subject:  PRIMARY CARE APPOINTMENTS - NEAR LIST PROCESSING
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*180
 (Enrollment Application System) for additional details regarding the ES
 release.
 ==========================================================================
 IMPORTANT NOTE:
 ==========================================================================
 Deployment of patch DG*5.3*982 will be conducted using a phased approach.
 Facilities not involved in the New Enrollee Appointment Request
 Scheduling Standardization Initiative (NEAR-SSI) pilot should not install
 the DG*5.3*982 patch until the second wave of deployment in January 2020.
 Once the patch is installed, automatic removal from the NEAR is limited
 to primary care encounters and appointments scheduled in a primary care
 stop code. Training will be offered prior to the January 2020 nationwide
 deployment. For those sites not participating in the pilot project,
 additional DG namespace patches may be released in the intervening period
 between phase 1 and phase 2 of the pilot project. Instructions will be
 provided as to if those patches are approved to install out of sequence.
 Installation by a facility not involved with the NEAR-SSI pilot prior to
 January 2020 poses a risk to the accuracy and quality of the NEAR list
 data. Once the patch is installed, specialty care appointments will now
 remain on the NEAR list, and users will not have received training and
 education to manually disposition select specialty care appointments. This
 will result in inaccurate reporting and mismanagement of the NEAR list.
 This risk can be mitigated by a site that inadvertently installs the patch
 prior to January 2020 by following the instructions below:
 Patch DG*5.3*982 Primary Care Appointments, NEAR List Processing,
 modifies the Call List option and New Enrollee Appointment Request
 Tracking Report to indicate the New Enrollee Appointment Request (NEAR)
 request as "filled" when a primary care appointment is scheduled, or an
 encounter is completed in a clinic with a primary care stop code. Once
 the appointment is scheduled, or the encounter completed, the entry is
 automatically removed from the list and NEAR report. Scheduled
 appointments and completed encounters in stop codes other than the
 designated primary stop codes will no longer auto disposition as "filled"
 and be removed from the NEAR list. Staff will be required to manually
 disposition the NEAR in the VistA NEAR Management Menu using the
 Management Edit option change the status to "cancelled" in order to
 remove it from the list and NEAR reports.
 NEAR list entries manually dispositioned due to an appointment scheduled
 in a stop code other than primary care are dispositioned as "cancelled".
 Staff will enter one of the following notations in the appointment request
 comments free text field:
   - Specialty Care Appointment:    SC Appt Requested
   - Mental Health Appointment:  MH Appt Requested
   - Community Care Appointment:  CC Appt Requested
 * BEGIN SCREEN CAPTURE *
 Select PATIENT NAME:    NEWAPPT,PATIENT        5-5-50    00000232
 NO      NSC VETERAN
  Enrollment Priority: GROUP 5    Category: ENROLLED      End Date:
 APPOINTMENT REQUEST ON 1010EZ:YES//  (no editing)
 APPOINTMENT REQUEST DATE:JUN 27, 2019//  (no editing)
 STATUS: IN PROCESS/VETERAN CONTACTED//  (last edited: OCT 23,
 2019@14:47:33)
 STATUS: IN PROCESS/VETERAN CONTACTED// ?
      Enter status of appointment request.
      Choose from:
        C        CANCELLED
        E        EWL
        F        FILLED
        I        IN PROCESS/VETERAN CONTACTED
 STATUS: IN PROCESS/VETERAN CONTACTED// C  CANCELLED
 COMMENT:   //  (last edited: OCT 23, 2019@14:47:36)
 COMMENT:   // SC Appt Requested
 * END SCREEN CAPTURE *
 National Release for the following 36 sites involved in NEAR-SSI pilot is
 October 29, 2019 with 4 days compliance:
 V01/405 - White River Junction, VT HCS
 V01/518 - Bedford, MA HCS
 V01/523 - Boston, MA HCS
 V01/608 - Manchester, NH HCS
 V01/631 - Central Western Massachusetts HCS
 V01/650 - Providence, RI HCS
 V01/689 - Connecticut HCS
 V02/528A5 - Canandaigua, NY HCS
 V02/528A8 - Albany, NY HCS
 V02/632 - Northport, NY HCS
 V04/503 - Altoona, PA HCS
 V04/529 - Butler, PA HCS
 V04/562 - Erie, PA HCS
 V04/595 - Lebanon, PA HCS
 V04/693 - Wilkes-Barre, PA HCS
 V06/565 - Fayetteville, NC HCS
 V06/637 - Asheville, NC HCS
 V06/652 - Richmond, VA HCS
 V06/659 - Salisbury, NC HCS
 V07/534 - Charleston, SC HCS
 V08/546 - Miami, FL HCS
 V08/548 - West Palm Beach, FL HCS
 V08/673 - Tampa, FL HCS
 V08/675 - Orlando, FL HCS
 V10/506 - Ann Arbor, MI HCS
 V10/539 - Cincinnati, OH HCS
 V10/553 - Detroit, MI HCS
 V12/556 - North Chicago, IL HCS
 V15/589 - Kansas City, MO HCS
 V15/657A4 - Poplar Bluff, MO HCS
 V16/564 - Fayetteville, AR HCS
 V17/740 - Texas Valley Coastal Bend HCS
 V19/436 - Montana HCS
 V19/623 - Muskogee, OK HCS
 V19/666 - Sheridan, WY HCS
 V21/459 - Honolulu, HI HCS
 The remaining sites should install this patch starting January 13, 2020
 with a regular compliance of 30 days (02/12/2020).
 This patch will modify the New Enrollee Appointment Request (NEAR) list
 so that Veterans will only be removed from the NEAR list if a Primary
 Care Appointment type is scheduled for the Veteran. All other scheduled
 appointment types will not impact the NEAR list. This will help ensure
 that a Primary Care Appointment is scheduled for the Veteran in a timely
 manner. Additionally, the NEAR List Tracking report will better reflect
 the current scheduling status for the Veterans on the report.
 ==========================================================================
 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.
 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:
 -----------
 Durham VA Medical Center, Durham, NC
 West Palm VA Medical Center, West Palm Beach, FL
 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
 download.vista.domain.ext. 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:          domain.ext
 Salt Lake City: domain.ext
 Documentation can also be found on the VA Software Documentation Library
 at: https://www.domain.ext/vdl/
 Documentation Title               File Name                FTP Mode
 ---------------------------------------------------------------------
 DG*5.3*982 Release Notes          DG_5_3_982_RN.PDF        (binary)
 DG*5.3*982 Deployment,
  Installation, Back-out, and
  Rollback Guide                   DG_5_3_982_DIBRG.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:
 -------------------------------

Use default answers for KIDS load/install questions.

Patch-Files: http://code.osehra.org/VistA.git/tree/master/Packages/Registration/Patches/DG_5.3_982

Packages/Kernel/Globals/14.4+TASKS.zwr

@@ -1,6 +1,6 @@
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