source: Scheduling/trunk/doc/README.txt@ 1062

Last change on this file since 1062 was 1042, checked in by Sam Habiel, 14 years ago

Updated Readme and Changelog

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1BSDX 1.42 for WorldVista
2Licensed under LGPL.
3
4This is a Scheduling GUI package.
5
6Pre-requisites:
7FM 22
8Kernel 8
9XB 3 or above
10SD 5.3
11SD 5.3 patch 11310 (to fix a problem with the code)
12BMX 2.2 (now required)
13
14For a Virgin WorldVistA 6-08 release install the following in this order:
151. XB 4 (see https://trac.opensourcevista.net/browser/IHS-VA_UTILITIES-XB/tag/rel_20091207)
162. BMX 2.2 (see https://trac.opensourcevista.net/browser/BMXNET_RPMS_dotNET_UTILITIES-BMX/trunk/k)
173. XWB 1.1 patch 113102 (see https://trac.opensourcevista.net/browser/BMXNET_RPMS_dotNET_UTILITIES-BMX/trunk/k)
184. BSDX 1.41 (see https://trac.opensourcevista.net/browser/Scheduling/trunk/kids)
195. SD 5.3 patch 11310 (see https://trac.opensourcevista.net/browser/Scheduling/trunk/kids)
20
21Client (download from https://trac.opensourcevista.net/browser/Scheduling/trunk/cs/bsdx0200GUISourceCode/bin/Release):
22ClinicalScheduling.exe
23BMXNet22.dll
24
25Client does not need installation. Both files have to be located in the same folder.
26
27For users who used a previous version, you only need to download and install BSDX 1.42 kids and ClinicalScheduling.exe plus the BMXNet22.dll library. If BMX Server version is outdated, you need to install the new version.
28
29Post-installation tasks:
30After installation, complete the following tasks to configure Windows Scheduling:
311. Using VISTA tools, assign the BSDXMENU security key. All scheduling users
32must have the BSDXZMENU security key.
332. Users who are also scheduling managers must have the BSDXZMGR key
34assigned. The BSDXZMGR key permits access to the Scheduling Management
35menu in the client application. This menu supports the creation of clinics and
36clinic groups, assignment of users to clinics, designation of user access, and other management activities. For further details, see the User Manual.
373. Make the BMXRPC and BSDXPRC menu options available to scheduling users.
38These options must be somewhere in the user's path, either as a secondary option
39or as members of a menu to which the user has access.
404. Use Scheduling Management to configure
41a. Resources (clinics)
42b. Users to work with those clinics
43c. Resource Groups, then add the clinics to the resource groups.
44d. Access Types
45e. Access Type Groups
46(see below for more details).
475. Restart the program, and edit the resource availablility by right clicking on it in the tree.
48
49If you don't do these steps, the program won't work.
50See the User Manual for detailed instructions.
51
52Detailed Clinic Configuration Instructions:
53The program is in a sort of an intermediate state; it doesn't edit PIMS clinics directly, but can be linked to them if you want appointments and check-ins to show up in PIMS. This program can work without ever being linked to PIMS clinics.
54
55If you need to use PIMS clinics, here is how you do the set-up:
560. First, make sure you have BMXRPC and BSDXRPC in your menu path and that you have BSDXZMGR for Sched GUI set-up and DG SUPERVISOR TO set up PIMS clinics on roll and scroll.
571. Create the PIMS clinics using SDBUILD menu in VISTA. The GUI uses the following fields from the Hospital Location file
58 - Clinic Name
59 - Inactivation Date/Reactivation Date for deciding whether to display it.
60 - Default Provider multiple for populating the default providers
61 - Division (not currently used, but will be in the future)
622. Create the resources in the GUI, and tie each of them to the clinics as needed.
633. For each resource, you need to add authorized users. These users must hold the BSDXZMENU key or else, they won't show up. You may see users with XUPROGMODE. These will always show up.
644. Create Resource Groups, and add resources to them. Without this, the tree on the side won't show up; and without this tree, users cannot select a schedule.
655. Set-up At least 1 access type
666. Set-up At least 1 access group
677. Restart
688. Create slots for each of the clinics. You can save them as files and re-use them.
69
70Known Bugs:
71- Users booking appointments at exactly the same time for the same clinic doesn't work properly (concurrency issues).
72- Various usability issues that are apparent in the program. E.g. you need to click before you right click, drag and drop has no visiual assist to show what you are dragging and where to, etc.
73- Remaining slots calculation does not work properly if you have more than 1 slot per access block.
74- Find Appointments function is not operational in Scheduling GUI
75- IDs in Scheduling GUI reflect the HRN not the Primary ID
76- Cannot cancel a walk-in appointment in Scheduling...
77- No handling of invalid access code when saving access slots.
78- No Ctrl-C & Ctrl-V handling
79- No Insert & Delete button handling
80- Grids don't respond to mouse wheel movement.
81- Appointment drag and drop to the same time at a different clinic doesn't work (complains that the patient already has an appointment at this time).
82- Appointment drap and drop between different windows doesn't cancel the original appointment.
83- Rebooking under certain conditions causes system hangs. Two issues: Program doesn't increment requested available appointment from VISTA, and doesn't deal properly with an appointment that doesn't have a access type (ie an appointment that is not in an Access block).
84- Can't make appointments longer than 240 minutes when using a linked Resource (PIMS issue)
85- Patient Appointment List shows cancelled appointments by default and doesn't indicate in any way that they are cancelled.
86- Patient Appointment List shows the names of the resources as the VISTA PIMS clinics, not what you called them in the Scheduling GUI; only for linked resources.
87- Speed issues
88
89Other Bugs:
90Put them on the trac server where you got this software.
91
92Enhancement requests:
93- Show Appointment Status in patient information windows. In other words show if the appointment is a future, checked-in, checked-out, or canceled status. (Oroville)
94- Allow all users to access all clinics by default (EHS/PHH)
95- Summary Schedule report based on Clinic Schedule report. Remove Phone, Address, Appointment Made By, and on fields.
96- Alert user if a patient already has an appointment in the same clinic for today.
97- Print Appointment Letter when Appointment is made (PHH Users workflow).
98- Make printing an extensible module for end user customization (Oroville and PHH)
99- Be able to print mutiple copies of a report (request of a PHH user).
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