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VistA Scheduling Enhancements (VSE)
Deployment, Back-Out, and Rollback Guide

December 2017
Version 4.0
Department of Veterans Affairs
Office of Information and Technology (OI&T)

Revision History
Date

Version

Description

Author

12/2017

4.0

Updates for Release 1.4

VSE Team

11/2017

3.0

Updates for Release 1.3.2

VSE Team

6/2017

2.0

Updates for Release 1.3.1

VSE PMO

1/3/2017

1.0

Initial Baseline

Amy Smith VSE
PMO, Robert
Schmidt VA OI&T
PM

Artifact Rationale
This document describes the Deployment, Installation, Back-out, and Rollback Plan for new
products going into the VA Enterprise. The plan includes information about system support,
issue tracking, escalation processes, and roles and responsibilities involved in all those activities.
Its purpose is to provide clients, stakeholders, and support personnel with a smooth transition to
the new product or software, and should be structured appropriately, to reflect particulars of
these procedures at a single or at multiple locations.
Per the Veteran-focused Integrated Process (VIP) Guide, the Deployment, Installation, Back-out,
and Rollback Plan is required to be completed prior to Critical Decision Point #2 (CD #2), with
the expectation that it will be updated throughout the lifecycle of the project for each build, as
needed.

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Table of Contents
1
2
3
4
5
6
7
8

Introduction ........................................................................................ 1
Background ........................................................................................ 1
Dependencies................................................................................... 24
Constraints ....................................................................................... 24
Roles and Responsibilities.............................................................. 35
Deployment ...................................................................................... 35
Timeline ............................................................................................ 46
Site Readiness Assessment............................................................ 46
8.1
8.2
8.3
8.4

9
10
11
12

Deployment Topology (Targeted Architecture) ......................................... 46
Site Information (Locations, Deployment Recipients) .............................. 56
Site Preparation ............................................................................................ 57
Resources ..................................................................................................... 57

VistA Server Requirements ............................................................. 57
Client PC Requirements .................................................................. 57
Communications .............................................................................. 67
Back-Out Procedure ........................................................................ 79

12.1
12.2
12.3
12.4
12.5
12.6
12.7
12.8

Back-Out Strategy ........................................................................................ 79
Back-Out Considerations ............................................................................ 79
Load Testing ................................................................................................. 79
Back-Out Criteria .......................................................................................... 79
Back-Out Risks ............................................................................................. 79
Authority for Back-Out ............................................................................... 810
Back-Out Procedure ................................................................................... 810
Back-out Verification Procedure ............................................................... 810

13 Rollback Procedure ....................................................................... 911
13.1
13.2
13.3
13.4
13.5
13.6

Rollback Considerations ........................................................................... 911
Rollback Criteria ......................................................................................... 911
Rollback Risks ............................................................................................ 911
Authority for Rollback ................................................................................ 911
Rollback Procedure .................................................................................... 911
Rollback Verification Procedure ............................................................. 1012

14 Appendix ...................................................................................... 1113
14.1
14.2

SD*5.3*669 Patch Description ................................................................. 1813
SD*5.3*671 Patch Description ................................................................. 1121

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14.3Deployment Locations ..................................................................................... 2829

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1 Introduction
This document describes how to deploy, install, back-out and roll back the Veterans Health
Information System and Technology Architecture (VistA) Scheduling (VS) Graphical User
Interface (GUI) and associated patches for VSE Release 1.4. This document is a companion to
the Project Charter and Management Plan, User and Installation Guide for this effort.

2 Background
The VistA Scheduling Enhancements (VSE) project provides critical, near-term enhancements to
the existing VA scheduling system while allowing the VA time to integrate the long-term
Commercial off the Shelf (COTS) enterprise solution. The purpose of VSE is to provide
immediate relief to the scheduling clerks by improving how information is presented. VSE
provides a GUI developed in C# and installed on every desktop (thick client) and interfaces with
Legacy VistA. The VSE project will continue to deliver a series of enhancements to legacy
VistA Scheduling v5.3.
The VS GUI Release 1.4 includes the Personal Identity Verification (PIV) functionality along
with 11 sustainment patch ticket fixes. The table below provides summary data for the tickets.

VSE 1.4 Sustainment Tickets
Incident #
I10959194FY17
I11259063FY17
I12362398FY17
I12487403FY17
I12529073FY17
I12602010FY17
I12748395FY17
I12871937FY17
I13212697FY17
I13233499FY17
R14380532FY17

Summary
Clinic Group would not display for second patient without searching for a different clinic
group first.
Unable to disposition Wait List from RM Grid.
Scheduling Grid continues to display OVERBOOK capability (TEAL color) when a FULL DAY
cancelation has been entered.
An Unhandled Exception occurs in VS GUI when attempting to use drag and drop for a
consult appointment.
In VS GUI, Slots in the Grid and the Available Slot Numbers Change Depending on Where I
Clicked on the Grid.
Patient with a Date of Death can add a new Appointment Request.
Cancel by clinic in VS GUI allows the CID/Preferred date to be changed.
VS GUI Audit Report has conflicting counts when displaying by user vs displaying ALL users.
Appointments scheduled in VS GUI with past date do not display in CPRS coversheet.
Issue in VS GUI when selecting 'Follow-up Needed' when checking out an appointment.
SDRR CLINIC LETTER REPORT option will not run properly due to bad data.

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3 Dependencies
The following activities are dependencies for the VSE project:
•

Sites should have VSE Release 1.3.2 deployed on the machines upgrading to this release
or they will need to do so prior.

The table below contains the VistA Patch dependencies for GUI Release 2.0.0.14.
Patch Name

Application Name

Purpose or Need

SD*5.3*671

VistA Scheduling

Needs to be installed prior to 672

SD*5.3*672

VistA Scheduling

Supports the 11 tickets

4 Constraints
Section 508 Requirements
VS GUI complies with all Section 508 requirements. The Veterans Health Administration
(VHA) recognizes that these cross-cutting legal requirements apply across the Enterprise for all
developed Electronic and Information Technology (IT). Enterprise-level requirements
maintained by VHA Health IT, Software Engineering and Integration, and Enterprise
Requirements Management ensure the compliance of these requirements.

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5 Roles and Responsibilities
Deployment and installation activities are performed by representatives from the teams listed in
the following table. This phase begins after the solution design.
Table 1: Roles and Responsibilities
Team

Phase /
Role

Tasks

VSE Project Manager (PM)

Deployment Plan and schedule deployment (including
orchestration with vendors)

Test Sites

Production
Testing

Veteran-focused Integration
Process (VIP) Release
Readiness Team

Deployment Ensure collection of artifacts required for
deployment

VSE Implementation
Manager (IM)

Deployment Confirm project is ready for national release

Facility OI&T Staff

Installation

Facilities will install the associated patches
that pair with the VS GUI. In some
instances they may install the VS GUI on
users’ Desktops as well.

Enterprise Services
Engineering (ESE) and
Desktop Device
Engineering Client Services
Group

Installation

Prepare the SCCM package for VS GUI
installation

Office of Veteran Access to
Care (OVAC)

Installation

Coordinate training

Test for operational readiness and provide
concurrence

6 Deployment
This deployment plan describes the VS GUI and associated patches to successfully deploy and
install the software. The scope of this deployment consists of VistA Scheduling (VS) patch and
the VistA Scheduling GUI. The patch descriptions can be found in Appendix A.
Deployment of the patch, along with the VS GUI, is planned as a national release roll out with
the release of the VistA patch for Legacy VistA via FORUM and the GUI executable via
Systems Center Configuration Manager (SCCM) process. Load time will vary by location
ranging from minutes to a few hours. IT Operations and Service (ITOPS) will provide support to
the local sites.
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The deployment of this release will be supported by a compliance period no later than (NLT) 20
8 January February 2018.
The VSE schedule and milestones for the deployment can be found on the VSE SharePoint site:
http://vaww.oed.portal.va.gov/pm/iehr/vista_evolution/enhancements/Scheduling/Forms/AllItem
s.aspx

7 Timeline
The deployment and installation is scheduled to run for approximately 4 weeks as depicted in the
project schedule. The patch and GUI identified earlier should be installed in the pre-production
environment first. Once the site has successfully installed and deployed the software in the preproduction environment and user desktops, the location should start installing the software in
their production environment. The plan is for sites to actively request deployment of the new
GUI and patch; this will require coordination with the regional Enterprise Service Line (ESL)
team and the SCCM deployment team. All locations should have the VS GUI and the associated
patch installed in their production environments NLT 820 FebruaryJanuary 2018.
Assumptions
The following conditions will be assumed for the VSE Release 2.0.0.14:
•
•
•
•

All facilities deploying this application will have a fully patched VistA account.
VSE Release patches will be installed by the NLT 820 FebruaryJanuary 2018 compliance
date.
ESE will provide the SCCM package needed for VS GUI release
OVAC will provide a training plan prior to deployment.

8 Site Readiness Assessment
All field locations will receive the Vista Scheduling patches from FORUM and the GUI
executable via the SCCM process.

8.1 Deployment Topology (Targeted Architecture)
The VistA Scheduling GUI v2.0.0.14 package consists of both VistA M code and Windows
workstation executable files.
The Windows executable, which will become the graphical front-end of the legacy VistA
Scheduling application, will be automatically installed via SCCM on each end-users’
workstation. The distribution of access to the executable is the responsibility of the OI&IT
leadership at the VistA parent facility.
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8.2 Site Information (Locations, Deployment Recipients)
Site information such as the Internet Protocol (IP) address, port number, and namespace of the
production environment will be different at each VistA instance. Local site OI&T personnel,
working with local scheduling representatives, will determine the recipients of the VS GUI
software. The expectation is for the VSE software to be deployed to all scheduling representative
computers at each facility. A list of the local sites can be found in the Appendix.

8.3 Site Preparation
The Release 1.4 Patch Descriptions and Release Notes, which includes a list of the patch and a
summary of the Installation Order, will prepare each site for installation. Patches will be released
on the same day and in the installation order stated in the Release Notes document. A list of prerequisites for the VistA Scheduling GUI v2.0.0.14 installation are listed in the VistA Scheduling
GUI v2.0.0.14 Installation Guide which will be distributed to appropriate site staff prior to the
deployment date. The Release Notes document will be posted on the VA Software Document
Library (VDL).

8.4 Resources
There will be a daily call setup for sites that are having install/deployment issues. If a site
experiences issues, an Enterprise Service Desk (ESD) ticket must be submitted. Once that ticket
is submitted, the vendor will be able to support with troubleshooting during the daily call. The
call will be scheduled for 3pm EST.

9 VistA Server Requirements
•
•
•

Cache version 5.0
Kernel version 8
Patient Information Management System (PIMS) version 5.3 patch 1012

10 Client PC Requirements
•
•
•

Microsoft Windows XP or Windows 7
Microsoft .NET Framework 4.0
Microsoft Data Access Components (MDAC) current version

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11 Communications
The primary objective of the communication plan is to ensure timely information is disseminated
across the VSE team and our stakeholders. Communication is needed to ensure schedules are
aligned and project milestones are met.
Project milestones and information is also required to be shared with VA executives and external
organizations. The goal is to notify the right audience, at the right time, using the appropriate
communication method(s).
The following table identifies key project communication along with the owner, communication
recipients and the method(s) to disseminate the information.
Key
Communication
Install Instructions
& Support

Deployment
schedule

Training

Goal/Description

Initiator/Owner

Audience

Provide site
requirements,
instructions & install
support
(HW/SW/patches etc.)
Identify by site key
dates/milestones

AbleVets & VHA
developers

IT/Operation site
managers

OVAC

Project team &
stakeholders

Communicate status
of training
development, who is
being trained and
when.

OVAC

Project team &
stakeholders

Communication
Method(s)
VA Pulse, Daily
deployment call,
Initial Operating
Capacity (IOC) email
group
Update schedule
online bi-weekly dates are also
discussed on daily
deployment call
VA Pulse, daily
deployment call,
deployment
schedule

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12 Back-Out Procedure
The VS GUI executable is the software component that requires a back out procedure. Section 13
- Rollback plan addresses any data changes that would need to occur for the VistA patches. The
GUI can be installed via Systems Center Configuration Manager (SCCM) a deployment process
or manually. This procedure covers the back out of the software via the manual process.
Schedulers who may have the GUI installed on their desktops and want it removed should follow
the procedure set at their local facility for software removal. This may consist of submitting a
ticket to the ESD.

12.1 Back-Out Strategy
There is no back-out strategy for the VS GUI executable. Contact ESD and open a ticket for
assistance.

12.2 Back-Out Considerations
Following are checkpoints to consider when determining if the software needs to be backed out:
•

The software functionality would be validated in pre-production (Mirror/Test)
environment at the Initial Operating Capabilities (IOC) sites.

•

The software has to be validated in the pre-production environments at the VA Medical
centers prior to production install.

•

Insure that the associated patch installations were conducted in the proper sequence.

•

Review the steps in install guide to be sure that the software was installed correctly.

•

Review the Patch descriptions, Release notes and or the User Guide to determine if the
software is functioning properly.

12.3 Load Testing
There was no load testing performed for the VS GUI. Limited performance testing was included
as part of the end user’s testing.

12.4 Back-Out Criteria
There is no back out criteria due to the fact the software is mandated. See ESD for site support to
address any issues.

12.5 Back-Out Risks
•

The following are the risks of backing out VS GUI: Previous versions of the GUI may
not remove all associated files and remains under the Add/Remove section of Windows.

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•

Patch installation not conducted in the correct order.

12.6 Authority for Back-Out
Site local OI&IT administrator has the credentials to uninstall the VS GUI for users’ desktops.

12.7 Back-Out Procedure
The VS GUI can be uninstalled via the following steps:
1. Click on Control Panel
2. Click on Programs
3. Click on the uninstall program link
4. Find the VistA Scheduling GUI program
5. Right click on the VistA Scheduling GUI
6. Then select uninstall

12.8 Back-out Verification Procedure
On the desktop, the VistA Scheduling - Shortcut icon will no longer be displayed. The image
VistA Scheduling – Shortcut icon is show in figure 1 below.
Figure 1: VistA Scheduling GUI – Shortcut

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13 Rollback Procedure
While a site can run the standard patch removal tool to back-out the patches, these patches
contain changes to a Data Dictionary which can’t be automatically backed out. In the event that a
site determines rollback is required, the site should submit a ticket with the ESD and have the
development support team assist with the rollback.

13.1 Rollback Considerations
Following are checkpoints to consider when determining if the software needs to be backed out:
•

Conduct a check on the Transport Global backup

•

Conduct a validation of the Check sum(s)

•

Check the CA Service Desk Manager (SDM) for the submission of previous ESD ticket
resolutions

13.2 Rollback Criteria
The following are the rollback criteria:
•

Transport Global check failures

•

Check sum(s) check failures

•

Patch installations not conducted in the proper order

13.3 Rollback Risks
The following are the rollback risks:
•

Manually deleting the incorrect file(s)

•

Restoring the incorrect file(s)

•

Housing used tables in the database

13.4 Authority for Rollback
The site programmer has the authority to conduct a roll back. Sites with no OI&T programmer support
should contact their regional OI&T support person.

13.5 Rollback Procedure
The following are the steps to follow for the rollback procedure:
1. Locate the results from your site’s Transport Global backup which was done prior to
installing the patches. The Transport Global backup creates a backup message of any
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routines exported with the installed patches. It will not backup any other changes such as
Data Dictionaries (DD) or templates.
2. Locate the backup or copy of the modified files prior to the patch installations. The table
below identifies all the databases that will be created, replaced, interfaced with, or whose
structure will be modified (i.e., add or delete tables or add or delete columns to a table) as
part of this effort.
Table 1: Database Inventory

FILE Name
SDEC CONTACT

Description
This file [409.86] is used by the VSE VS GUI. The file
contains patient contact information regarding appointment
follow up each time a patient is contacted.

Type
CREATE

3. Once the backups are located the OI&T programmer should extract and restore routines
and modified files back to their pre-patch installations state. The modified files are listed
in the table above.
4. All SDEC entries created in the REMOTE PROCEDURE: (#8994) file should be deleted.
5. Delete all new routines associated with SD*5.3*671 and SD*5.3*672.

13.6 Rollback Verification Procedure
Once the roll back procedure has been completed, the OI&T programmer should manually verify
that the data rollback has successfully taken place. This is can only be done by looking at each
data element individually.

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14 Appendix
14.1 SD*5.3*671 Patch Description
=============================================================================
Run Date: OCT 26, 2017
Designation: SD*5.3*671
Package : SD - SCHEDULING
Priority: Mandatory
Version : 5.3
Status: Released
=============================================================================
Associated patches: (v)SD*5.3*669 <<= must be installed BEFORE `SD*5.3*671'
Subject: VSE Return to Clinic
Category:
- Routine
- Enhancement (Mandatory)
Description:
============
The Vista Scheduling (VS) Graphical User Interface GUI v2.0.0.13 and this
patch provide additional enhancements to the (VS)(GUI) v2.0.0.8. This
patch addresses the following issues:

Return to Clinic - The GUI must auto-populate the Clinically
Indicated Date (CID) from the Return to Clinic (RTC) orders in CPRS.
Mismatched grids/overwriting appointments instead of canceling
in Appointment Management.
Inactive patient flags showing as active in the VS GUI.
Delete checkout removes encounter info and not directly tied to
SD SUPERVISOR key. User must have SD SUPERVISOR key to perform this
option.
Note: This patch SD*5.3*671 and OR*3*434 are independent patches. The
patches do share functionality and it is recommended that they be
installed together.
Patch Components:
----------------VistA Scheduling Enhancements (VSE)

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Files & Fields Associated:
File Name (#)
Field Name (#) New/Modified/Deleted
-------------------------- -------------------SDEC APPT REQUEST (#409.85) ORDER ID(#46)
New
SDEC APPT REQUEST (#409.85) NO LATER THAN(#47) New
SDEC APPT REQUEST (#409.85) PREREQUISITE(#48) New

Forms Associated:
Form Name
--------N/A

File #
------

New/Modified/Deleted
--------------------

Mail Groups Associated:
Mail Group Name
--------------N/A

New/Modified/Deleted
--------------------

Options Associated:
Option Name
Type
New/Modified/Deleted
--------------------------------SDECRPC
Broker (Client/Server)
Modified
Parameter Definitions Associated:
Parameter Name
-------------N/A

New/Modified/Deleted
--------------------

Protocols Associated:
Protocol Name
------------SD EVSEND OR
SD RECEIVE OR

New/Modified/Deleted
-------------------New
New

Remote Procedures Associated:
RPC Name
-------SDEC GETPRER

New/Modified/Deleted
-------------------New

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SDEC EDIT RETURN

New

Security Keys Associated:
Security Key Name
----------------N/A
Templates Associated:
Template Name Type File Name (#) New/Modified/Deleted
------------- ---- ------------- -------------------N/A
New Service Requests (NSRs):
---------------------------20141109 - National Return to Clinic Order
Additional Information:
----------------------N/A
Patient Safety Issues (PSIs):
----------------------------N/A
Defect Tracking System Ticket(s) & Overview:
-------------------------------------------I15863501FY17
I12719561FY17
R15961555FY17
R15212234FY17
R15563148FY17
Test Sites:
----------Salt Lake City VA Medical Center
Tomah VA Medical Center
Software and Documentation Retrieval Instructions:
---------------------------------------------------Software being released as a host file and/or documentation describing
the new functionality introduced by this patch are available.
The preferred method is to retrieve files from download.vista.med.va.gov.
This transmits the files from the first available server. Sites may
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also elect to retrieve 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:
fo-hines.med.va.gov
Salt Lake City: fo-slc.med.va.gov
Documentation can also be found on the VA Software Documentation Library
at:
http://www4.va.gov/vdl/
VS GUI 1.3.1 Technical Manual
VS GUI 1.3.1 User Guide
Patch Installation:
------------------Post Installation Overview:
------------------------------The post-init routine SDEC671 will transfer from SDEC APPT REQUEST
(#409.85) file the Patient Contact (#44) field multiple to the SDEC
CONTACT (#409.86). No data will be deleted or fields removed at this
time.
IF RESTART IS REQUIRED:
NOTE: The following procedures require someone with programmer access
and knowledge.
The post-init routine sets the XTMP global, to record the last entry
transferred. If the routine stops for any reason it can be re-started
by doing the following:
D RESTART^SDEC671
Also entries in the file SDEC APPOINTMENT (#409.84) that have
no corresponding entry in the PATIENT (#2) will be displayed and deleted.
The entries are also saved in the XTMP("671SDEC") global.
THIS PROCEDURE CAN BE RE-STARTED BY DOING THE FOLLOWING:
D PORT2^SDEC671
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Pre-Installation Instructions:
-----------------------------This patch should not be installed with VistA Scheduling GUI users on the
system and it is recommended that it be installed during non-peak hours
to minimize potential disruption to other users. This patch should take
less than 5 minutes to install.
The following options should be disabled to ensure that no processing
takes place during the install:
Clinical Scheduling Procedure Calls [SDECRPC]
Scheduling Manager's Menu
[SDMGR]
Supervisor Menu
[SDSUP]
Scheduling Menu
[SDUSER]
Set up a Clinic
[SDBUILD]
Installation Instructions:
-------------------------This installation will update routines that support VistA Scheduling GUI
APIs.
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
SD*5.3*671
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.
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5. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of
Install? NO//' Respond with 'NO'
6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//'
Respond with 'NO'
7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and
Protocols? NO//' Respond with 'YES' Option to mark as out of order:
Clinical Scheduling Procedure Calls [SDECRPC]
Scheduling Manager's Menu
[SDMGR]
Supervisor Menu
[SDSUP]
Scheduling Menu
[SDUSER]
Set up a Clinic
[SDBUILD]
Routine Information:
====================
The second line of each of these routines now looks like:
;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 24
The checksums below are new checksums, and
can be checked with CHECK1^XTSUMBLD.
Routine Name: SDEC07
Before:B186068449 After:B187944035 **627,642,651,658,665,669,671**
Routine Name: SDEC25
Before:B108318139 After:B115273682 **627,665,671**
Routine Name: SDEC55A
Before: B79593054 After: B80956414 **627,671**
Routine Name: SDEC671
Before:
n/a After: B40695301 **671**
Routine Name: SDECAR
Before: B92353393 After: B90430673 **627,642,671**
Routine Name: SDECAR2
Before:B158474911 After:B191968590 **627,642,658,671**
Routine Name: SDECELG
Before: B1142489 After: B3245996 **669,671**
Routine Name: SDECEPT
Before:B134242125 After:B129602604 **669,671**
Routine Name: SDECHL7
Before:
n/a After: B3330551 **671**
Routine Name: SDECU2
Before: B12359142 After: B12464546 **627,658,671**
Routine Name: SDHL7
Before:
n/a After:B103204707 **671**
Routine Name: SDHL7BLD
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Before:
n/a After: B15632226 **671**
Routine Name: SDM2
Before: B24545266 After: B24069088 **32,132,168,356,434,467,478,671**
Routine list of preceding patches: 478, 669
=============================================================================
User Information:
Entered By : REESE,DARRYL M
Date Entered : MAY 25, 2017
Completed By:
Date Completed:
Released By :
Date Released :
=============================================================================

Packman Mail Message:
=====================

VistA Scheduling Enhancements (VSE)

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14.1SD*5.3*672 Patch Description
=====================================================================
Run Date: SEP 26, 2017
Designation: SD*5.3*672
Package : SD - SCHEDULING
Priority: Mandatory
Version : 5.3
Status: IOC Testing
=====================================================================
Associated patches: (u)SD*5.3*671 <<= must be installed BEFORE `SD*5.3*672'
Subject: VISTA SCHEDULING GRAPHICAL USER INTERFACE SUSTAINMENT
Category:
- Routine
Description:
============
This patch addresses the following issues:
1. I10959194FY17 - Clinic Group would not display for second patient without
searching for a different clinic group first.
2. I11259063FY17 - Unable to disposition Wait List from RM Grid.
3. I12362398FY17 - Scheduling Grid continues to display OVERBOOK capability
(TEAL color) when a FULL DAY cancelation has been entered.
4. I12487403FY17 - An Unhandled Exception occurs in VS GUI when attempting to
use drag and drop for a consult appointment.
5. I12529073FY17 - In VS GUI, Slots in the Grid and the Available Slot
Numbers Change Depending on Where I Clicked on the Grid.
6. I12602010FY17 - Patient with a Date of Death can add a new Appointment
Request.
7. I12748395FY17 - Cancel by clinic in VS GUI allows the CID/Preferred date
to be changed.
8. I12871937FY17 - VS GUI Audit Report has conflicting counts when displaying
by user vs displaying ALL users.
9. I13212697FY17 - Appointments scheduled in VS GUI with past date do not
display in CPRS coversheet.
10. I13233499FY17 - Issue in VS GUI when selecting 'Follow-up Needed' when
checking out an appointment.
11. R14380532FY17 - SDRR CLINIC LETTER REPORT option will not run properly due
to bad data.

Patch Components:
----------------VistA Scheduling Enhancements (VSE)

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Files & Fields Associated:
File Name (#)
------------N/A

Field Name (#)
New/Modified/Deleted
---------------------------------

Forms Associated:
Form Name
--------N/A

File #
------

New/Modified/Deleted
--------------------

Mail Groups Associated:
Mail Group Name
--------------N/A

New/Modified/Deleted
--------------------

Options Associated:
Option Name
----------N/A

Type
----

New/Modified/Deleted
--------------------

Protocols Associated:
Protocol Name
------------N/A

New/Modified/Deleted
--------------------

Security Keys Associated:
Security Key Name
----------------N/A

Templates Associated:
VistA Scheduling Enhancements (VSE)

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December 2017

Template Name
Type File Name (Number) New/Modified/Deleted
---------------- ------------------ -------------------N/A

Additional Information:
N/A

New Service Requests (NSRs):
---------------------------N/A

Patient Safety Issues (PSIs):
----------------------------N/A

Defect Tracking System Ticket(s) & Overview:
-------------------------------------------1. I10959194FY17 - Clinic Group would not display for second patient without
searching for a different clinic group first.
Problem: ------In the VistA Scheduling Graphical User Interface (VS GUI), after searching for a Clinic Group
for a patient, then selecting a new patient and searching for the same Clinic Group, it did not
display until the user searched for a different clinic group, and searched again for the 1st clinic
group.
Resolution:
---------The code managing Clinic, Provider and Clinic Group schedules has been corrected so that
when the control gets focus, any existing text is not removed. When a Clinic, Provider or Clinic
Group has been previously selected the user can press the enter key when the control has focus
and the schedule for the selected item will be open.
2. I11259063FY17 - Unable to disposition Wait List from Request Management (RM) Grid.
Problem:
------A Wait List Request continues to be displayed in the VS GUI RM Grid even
though the status in VistA reflects it is closed.
Resolution:
---------The VS GUI Client has been corrected to correctly use the disposition return
VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 20

December 2017

piece of the SDEC WLGET remote procedure.
3. I12362398FY17 - Scheduling Grid continues to display OVERBOOK capability
(TEAL color) when a FULL DAY cancelation has been entered.
Problem:
------Scheduling Grid in VS GUI continues to display Overbook capability
(teal color) when a full day cancelation has been entered. A message needs
to display to the user indicating this is an Overbook.
Resolution:
---------Added message to user when attempting to book appointment on cancelled
clinic availability.
4. I12487403FY17 - An Unhandled Exception occurs in VS GUI when attempting to
use drag and drop for a consult appointment.
Problem:
------When attempting to use drag and drop for a consult appointment, an unhandled
exception occurs.
Resolution:
---------This error occurred when dropping the appointment on an 'unavailable'
position. The VS GUI client has been corrected to not allow this to
happen.
5. I12529073FY17 - In VS GUI, Slots in the Grid and the Available Slot Numbers
Change Depending on Where I Clicked on the Grid.
Problem:
------I noticed that the available slots in the grid and the available slot numbers changed depending on
where I clicked on the grid. First I opened ash/dermatology md1: Clicked on the date of the appt
in the calendar 1/30: 60 min appt scheduled shows 10:00 slot (0), 10:30 slot (1) Clicked on 1/10
in calendar, then came back to 1/30 by clicking date on calendar: Now same 60min appt shows
availability at 10:00 (0) and blank at 10:30. I then clicked on 1/31 grid and availability for the
1/30 appt changed back to 10:00 (0) and 10:30 (1) In addition, I found that when I clicked on
1/27, 1/28 or 1/29 (days with no availability) the slots on the weekdays moved around. The slot
count is showing (1) at 9:15, should be a (0).
Resolution:
VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 21

December 2017

---------The VS GUI Client has been corrected to keep the slot counts aligned with
the correct slot (line).
6. I12602010FY17 - Patient with a Date of Death can add a new Appointment
Request.
Problem:
------When adding a new appointment request in the VistA Scheduling Graphical User
Interface (VS GUI), the user should be given a message and the system should
not allow a new appointment request to be added if the patient has a Date of
Death defined.
Resolution:
---------The VS GUI client has been corrected to recognize the Date of Death
definition when adding a new appointment request.
7. I12748395FY17 - Cancel by clinic in VS GUI allows the CID/Preferred date to
be changed.
Problem:
------User is able to change Clinically Indicated Date (CID)/Preferred ate on appointment by
selecting:
Cancelled by patient
Changed the CID/Preferred date from e.g. 4/12/17 to 6/16/17
Select Cancelled by clinic - new CID/preferred is retained
Resolution:
---------The VS GUI client has been corrected to insure the CID\Preferred Date displays
correctly and cannot be modified or Cancelled by Clinic and Cancelled by
Patient.
8. I12871937FY17 - VS GUI Audit Report has conflicting counts when displaying
by user vs displaying ALL users.
Problem:
------Audit Report count is changing when using all versus selecting an individual
scheduler. The date range used is not changed so the count should be the
same.
VistA Scheduling Enhancements (VSE)

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Resolution:
---------These counts have been corrected in the SDEC SUMMGET remote procedure.
9. I13212697FY17 - Appointments scheduled in VS GUI with past date do not
display in CPRS coversheet.
Problem:
------Appointments that have been scheduled via VS GUI, have reached a PAST status
and are not in checked out, cancelled, or no-show status do not display in
the Computerized Patient Record System (CPRS) in the Encounter pane or on Cover Sheet.
Resolution:
---------After the appointment has been filed, SDAM will make an evaluation to
determine if the check-in and/or checkout prompt needs to display.
Even if the user does not check-in or checkout, an entry is added to the
OUTPATIENT ENCOUNTER file (#409.68).
This similar logic has been added to the SDEC APPADD remote procedure so
that the OUTPATIENT ENCOUNTER file is updated and the encounter will display
in CPRS.
10. I13233499FY17 - Issue in VS GUI when selecting 'Follow-up Needed' when
checking out an appointment.
Problem:
------When user selects ‘Follow-Up Needed’ in the checkout dialog, selects a date,
and then clicks OK an APPT Request is not displaying so the user can
create a request for follow up appointment.
Resolution:
---------The VS GUI client has been corrected by fixing a logic error preventing the
new request dialog from displaying after a checkout with Follow-up.
11. R14380532FY17 - SDRR CLINIC LETTER REPORT option will not run properly due
to bad data.
Problem:
------If there is an entry in the RECALL REMINDERS file (#403.5) that is missing a
patient Identifier (ID)h, RECALL DATE, CLINIC ID, or if the Clinic record does not contain
VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 23

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a name, the SDRR CLINIC LETTER REPORT option will throw an error.
The specific error reported happened because the RECALL REMINDERS entry did
not contain a patient ID:
Walla Walla error trap:$ZE= SORT+9^SDRRREP ^DPT("")
S SSN=$E($P(^DPT(DFN,0),"^",9),6,9) S:SSN="" SSN=0
Resolution:
---------The Clinic Letter Report option [SDRR CLINIC LETTER REPORT] has been updated to
catch and skip
records that contain missing required data.

Test Sites:
---------VA Salt Lake City Health Care System
Tomah VA Medical Center
Software and Documentation Retrieval Instructions:
---------------------------------------------------Software being released as a host file and/or documentation describing
the new functionality introduced by this patch are available.
The preferred method is to retrieve files from download.vista.med.va.gov.
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 and/or documentation directly using Secure
File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the
following OI Field Offices:
Albany: fo-albany.med.va.gov
Hines: fo-hines.med.va.gov
Salt Lake City: fo-slc.med.va.gov
Documentation can also be found on the VA Software Documentation Library at:
http://www4.va.gov/vdl/

Title
File Name
FTP Mode
-------------------------------------------------------------------------VistA Scheduling Enhancements GUI User Guide VSE_VA_GUI_UG.PDF Binary
VistA Scheduling Enhancements Technical Manual VSE_TM.PDF
Binary
VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 24

December 2017

Patch Installation:

Pre/Post Installation Overview:
------------------------------This patch contains no PRE Installation processing.
This patch contains no POST Installation processing.

Pre-Installation Instructions:
-----------------------------This patch should not be installed with VistA Scheduling GUI users on the
system and it is recommended that it be installed during non-peak hours to
minimize potential disruption to other users. This patch should take less
than 5 minutes to install.
The following options should be disabled to ensure that no processing takes
place during the install:
Clinical Scheduling Procedure Calls [SDECRPC]
Scheduling Manager's Menu
[SDMGR]
Supervisor Menu
[SDSUP]
Scheduling Menu
[SDUSER]
Clinic Letter Report
[SDRR CLINIC LETTER REPORT]

Installation Instructions:
-------------------------This installation will update routines that support VistA Scheduling GUI
Application Programming Interfaces (APIs).
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 #
SD*5.3*672:
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,
VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 25

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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 with 'NO'
6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//'
Respond with 'NO'
7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and
Protocols? NO//'
Respond with 'YES'
Options to mark as out of order:
Clinical Scheduling Procedure Calls [SDECRPC]
Scheduling Manager's Menu
[SDMGR]
Supervisor Menu
[SDSUP]
Scheduling Menu
[SDUSER]
Clinic Letter Report
[SDRR CLINIC LETTER REPORT]
8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0.

Post-Installation Instructions:
------------------------------N/A
Routine Information:
====================
The second line of each of these routines now looks like:
;;5.3;Scheduling;**[Patch List]**;Aug 13, 1993;Build 9
The checksums below are new checksums, and
can be checked with CHECK1^XTSUMBLD.
Routine Name: SDEC
Before:B129056425 After:B129523309 **627,643,642,651,658,665,672**
Routine Name: SDEC01A
Before:B116433919 After:B123678452 **627,642,658,665,672**
Routine Name: SDEC02
Before: B53389862 After: B68680067 **627,642,658,672**
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Routine Name: SDEC07
Before:B186068449 After:B193088585 **627,642,651,658,665,669,671,672**
Routine Name: SDEC32
Before:B103453639 After:B114220847 **627,643,642,658,665,672**
Routine Name: SDEC50
Before: B97773017 After:B102324779 **627,658,665,672**
Routine Name: SDEC54A
Before: B83794184 After: B86091542 **627,642,658,665,672**
Routine Name: SDEC56
Before: B59961693 After: B65059855 **627,642,651,665,672**
Routine Name: SDECWL
Before: B99990256 After:B102048711 **627,642,665,672**
Routine Name: SDRRREP
Before: B9249872 After: B11839336 **643,672**
Routine list of preceding patches: 671
=====================================================================
========
User Information:
Entered By : THIMMES,STEVEN
Date Entered : JUL 25, 2017
Completed By:
Date Completed:
Released By :
Date Released :
=====================================================================
========

Packman Mail Message:

VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 27

December 2017

14.2 Deployment Locations

R

VISN

VAMC

1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1

1

Togus VA Medical Center

1

White River Junction VA Medical Center

1

Edith Nourse Rogers Memorial Veterans Hospital

1

Boston Healthcare System - Jamaica Plain Campus

1

West Roxbury

1

Brockton

1

Manchester VA Medical Center

1

VA Central Western Massachusetts Healthcare System (Edward P. Boland)

1

Providence VA Medical Center

1

VA Connecticut Healthcare System, West Haven Campus

1

Newington

2

VA Western New York Healthcare System at Buffalo

2

Batavia

2

Canandaigua VA Medical Center

2

Bath VA Medical Center

2

Syracuse VA Medical Center

2

Samuel S. Stratton Albany VA Medical Center

3

James J. Peters VA Medical Center - Bronx

3

VA New Jersey Health Care System East Orange Campus

3

Lyons

3

VA Hudson Valley Health Care System - Franklin Delano Roosevelt Campus

3

Castle Point

3

VA NY Harbor Healthcare System

3

Brooklyn

3

St. Albans

3

Northport VA Medical Center

4

Wilmington VA Medical Center

4

James E. Van Zandt VA Medical Center

4

VA Butler Healthcare

4

Coatesville VA Medical Center

4

Erie VA Medical Center

4

Lebanon VA Medical Center

4

Philadelphia VA Medical Center

VistA Scheduling Enhancements (VSE)

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R

VISN

VAMC

1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2

4

VA Pittsburgh Healthcare System, University Drive Campus

4

Heinz

4

Wilkes-Barre VA Medical Center

5

Baltimore VA Medical Center

5

Perry Point VA Medical Center

5

Beckley VA Medical Center

5

Louis A. Johnson VA Medical Center

5

Huntington VA Medical Center

5

Martinsburg VA Medical Center

5

Washington DC VA Medical Center

6

Durham VA Medical Center

6

Fayetteville VA Medical Center

6

Hampton VA Medical Center

6

Asheville VA Medical Center

6

Hunter Holmes McGuire VA Medical Center

6

Salem VA Medical Center

6

Salisbury - W.G. "Bill" Hefner VA Medical Center

7

Atlanta VA Medical Center

7

Carrollton

7

Charlie Norwood VA Medical Center -Augusta Downtown

7

Augusta Uptown

7

Birmingham VA Medical Center

7

Ralph H. Johnson VA Medical Center

7

Wm. Jennings Bryan Dorn VA Medical Center

7

Carl Vinson VA Medical Center - Dublin

7

Central Alabama Veterans Health Care System, West Campus

7

Tuskegee

7

Tuscaloosa VA Medical Center

8

Bay Pines VA Health Care System (C.W.Bill Young)

8

Miami VA Medical Center (Bruce W. Carter)

8

West Palm Beach VA Medical Center

8

Malcom Randall VA Medical Center & N FL S GA VHS - Gainesville

8

Lake City VA Medical Center

8

VA Caribbean Healthcare System (San Juan)

8

Mayaguez Outpatient Clinic

8

James A. Haley VA Medical Center

VistA Scheduling Enhancements (VSE)

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R

VISN

VAMC

2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3

8

Orlando VA Medical Center (Lake Nona)

9

Lexington VA Medical Center -Leestown

9

Lexington - Cooper

9

Robley Rex VA Medical Center

9

Memphis VA Medical Center

9

Mountain Home VA Medical Center/Johnson City (James H. Quillen)

9

Tennessee Valley Healthcare System - Nashville Campus

9

Murfreesboro

10

Chillicothe VA Medical Center

10

Cincinnati VA Medical Center

10

Cincinnati - Fort Thomas

10

Louis Stokes VA Medical Center

10

Dayton VA Medical Center

10

Chalmers P. Wylie Ambulatory Care Center

10

Ann Arbor VA Healthcare System

10

Battle Creek VA Medical Center

10

John D. Dingell VA Medical Center

10

Richard L. Roudebush VA Medical Center

10

VA Northern Indiana Health Care System - Marion

10

Fort Wayne

10

Aleda E. Lutz VA Medical Center

12

Jesse Brown VA Medical Center

12

Danville VA (Illiana) Health Care System

12

Captain James A. Lovell Federal Health Care Center

12

Edward Hines, Jr., VA Hospital

12

Oscar G. Johnson VA Medical Center

12

William S. Middleton Memorial Veterans Hospital

12

Tomah VA Medical Center

12

Clement J. Zablocki VA Medical Center

15

Kansas City VA Medical Center

15

Harry S. Truman Memorial Veterans’ Hospital

15

Topeka - VA Eastern Kansas Health Care System - Colmery-O'Neil VA Medical Center

15

Leavenworth

15

Wichita - Robert J. Dole VA Medical Center

15

St.Louis - VA St. Louis Health Care System - John Cochran

15

St.Louis-Jefferson Barracks

VistA Scheduling Enhancements (VSE)

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R

VISN

VAMC

3
3
3
3
3
3
3
3
3
3
3
3
3
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4

15

John J. Pershing VA Medical Center - Poplar Bluff

15

Marion VA Medical Center

23

Fargo VA Health Care Syste

23

Royal C. Johnson Veterans Memorial Medical Center

23

VA Black Hills Health Care System - Fort Meade Campus

23

Hot Springs

23

Minneapolis VA Health Care System

23

Omaha - VA Nebraska-Western Iowa Health Care System

23

Lincoln - VA Nebraska-Western Iowa Health Care System

23

Grand Island

23

Des Moines - VA Central Iowa Health Care System

23

Iowa City VA Medical Center

23

St. Cloud VA Health Care System

16

Alexandria- Pineville VA Medical Center

16

Biloxi - Gulf Coast Veterans Health Care System

16

Fayetteville VA Medical Center - Ozarks

16

Houston - Michael E. DeBakey VA Medical Center

16

G.V. "Sonny" Montgomery VA Medical Center

16

Central Arkansas Veterans Healthcare System, John L. McClellan Memorial Veterans Hospital

16

North Little Rock

16

New Orleans - Southeast Louisiana Veterans Health Care System

16

Shreveport - Overton Brooks VA Medical Center

17

Amarillo - Thomas E. Creek VA Medical Center

17

Big Spring - George O'brien Jr./West Texas HCS

17

Dallas VA Medical Center & VA North Texas Health Care System

17

Sam Rayburn Memorial Veterans Center

17

South Texas Veterans Health Care System / Audie L. Murphy Memorial VA Hospital

17

Kerrville VA Medical Center

17

Temple - Central Texas Veterans Health Care System / Olin E. Teague Veterans' Medical Center

17

Waco

4

17

Harlingen VA Health Care Center &
VA Texas Valley Coastal Bend Health Care System

4
4
4
4

17

El Paso VA Medical Center

19

Fort Harrison - VA Montana Health Care System

19

Miles City

19

Billings

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R

VISN

VAMC

4
4
4
4
4
4
4
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5

19

Cheyenne VA Medical Center

19

Denver- Eastern Colorado VA Medical Center

19

Grand Junction VA Medical Center

19

Jack C. Montgomery VA Medical Center - Muskogee

19

Oklahoma City VA Medical Center

19

Salt Lake City Health Care System / George E. Wahlen VA Medical Center

19

Sheridan VA Medical Center

18

Albequerque - New Mexico VA Health Care System (Raymond G. Murphy)

18

Carl T. Hayden VA Medical Center

18

Prescott - Northern Arizona VA Health Care System (Bob Stump)

18

Tucson - Southern Arizona VA Health Care System

20

Anchorage - Alaska VA Health Care System

20

Boise VA Medical Center

20

Portland VA Medical Center & HCS 7 Vancouver Campus

20

Portland - Vancouver

20

VA Roseburg Healthcare System

20

Seattle - Puget Sound VA Health Care System

20

American Lake

20

Spokane - Mann-Grandstaff VA Medical Center

20

Walla Walla - Jonathan M. Wainwright Memorial VA Medical Center

20

White City VA Medical Center- Southern Oregon Rehabilitation Center & Clinics

21

Honolulu - VA Pacific Islands Health Care System (Spark M Matsunaga)

21

Fresno - VA Central California Health Care System

21

Las Vegas - VA Southern Nevada Health Care System

21

VA Northern California Health Care System - Martinez/East Bay Division

21

Sacramento

21

Palo Alto Health Care System

21

Palo Alto- Menlo Park

21

Palo Alto- Livermore

21

Reno - Ioannis A. Lougaris Medical Center, VA Sierra Nevada Health Care System

21

San Francisco VA Medical Center

21

Philippines

22

VA Long Beach Healthcare System

22

VA Loma Linda Healthcare System

22

VA San Diego Healthcare System

22

VA Greater Los Angeles Healthcare System (GLA) / West LA

VistA Scheduling Enhancements (VSE)

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R

VISN

5

22

VAMC
Sepulveda

VistA Scheduling Enhancements (VSE)

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Template Revision History
Date

Version Description

Author

March 2016

2.2

Changed the title from Installation, BackOut, and Rollback Guide to Deployment
and Installation Guide, with the
understanding that Back-Out and Rollback
belong with Installation.

VIP Team

February 2016

2.1

Changed title from Installation, Back-Out,
and Rollback Plan to Installation, BackOut, and Rollback Guide as
recommended by OI&T Documentation
Standards Committee

OI&T Documentation
Standards Committee

December 2015

2.0

The OI&T Documentation Standards
Committee merged the existing
“Installation, Back-Out, Rollback Plan”
template with the content requirements in
the OI&T End-user Documentation
Standards for a more comprehensive
Installation Plan.

OI&T Documentation
Standards Committee

February 2015

1.0

Initial Draft

Lifecycle and Release
Management

The Template Revision History pertains only to the format of the template. It does not apply to
the content of the document or any changes or updates to the content of the document after
distribution. It can be removed at the discretion of the author of the document.

VistA Scheduling Enhancements (VSE)

Deployment, Installation, Back-Out & Roll Back Guide 34

December 2017



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Modify Date                     : 2018:01:12 09:07:40-05:00
Document ID                     : uuid:CE901E6F-88E2-4B53-B780-CEDA5CF3E053
Instance ID                     : uuid:CE901E6F-88E2-4B53-B780-CEDA5CF3E053
Author                          : Chip.Snead@va.gov;James.Magness@va.gov;Ellen.Prechtl@va.gov;Mona.Baggett@va.gov;John.Hina@va.gov;Samantha.Cooper@va.gov;Sylvia.Griffith@va.gov;OITPDPMDocumentationStyleGuideCommittee@va.gov
Subject                         : nstallation, Back-out, and Rollback Guide Template
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