Consult/Request Tracking Technical Manual Version 3.0 June 2021 Department of Veterans Affairs (VA) Office of Information & Technology (OIT) Revision History Revision Page #/ Date Technical Writer/Project Manager GMRC*3.0*84 • NSR 20110210: Described 06/11/2021 Liberty ITS GMRC*3.0*84 in the New Features Section (p. 1); Added information about Prosthetics_Consult_Updated to the list of consult notifications (p. 80), to the deletion of notifications section (p. 192) and to the implementation and maintenance section (p. 194). • Added information about enabling the Prosthetics_Consult_Updated notification (p. 94). • Deleted redundant information about the Consult/Request Updated notification (p. 80). GMRC*3.0*170 • Replaced sentence in the Overnight 03/26/2021 Liberty ITS Job section with, “Each consult fitting the parameter criteria is evaluated as to whether the consult was resubmitted and then cancelled again on a later date. If there is no later cancellation date, the consult is discontinued.” (70) • Updated Title page, Revision History, Table of Contents, Index, and Footers (Title, ii, vi, 217, all) GMRC*3.0*145 Under New Features, Page 2 added REDACTED REDACTED description for GMRC*3.0*145 Revised dates on Title page and footers GMRC*3.0*154 Page 69, REDACTED REDACTED Page 229 GMRC*3.0*88 Page 8 – Added an item to the menu REDACTED REDACTED Changes for Consults diagram to Define FSC HCP Mail Group in v31b Page 10, 14, – note that update users can order tracking consults Page 97 – added a reference to the GMRC FSC HCP SUPPORT EMAIL parameter Page 101 – full definition of the GMRC FSC SUPPORT EMAIL PARAMETER June 2021 Consult/Request Tracking v3.0 Technical Manual ii Page 103 – list the above parameter in a option list by options and display name GMRC*3.0*139 Pages 2, 184 REDACTED REDACTED Added to DST Consult handling. GMRC*3.0*123 Pages 3, 21-22, 129-132, 135-140, 173- REDACTED REDACTED Added details for new 176, 179, 224 patch GMRC*3.0*124 Pages 182, 207, 214 REDACTED REDACTED Adds Decision Support Tool (DST) comment to a Consult when a Consult Order is signed and there is a DST comment listed in the Order. GMRC*3.0*112 Page 3 REDACTED REDACTED Added details for new patch GMRC*3.0*113 Pages 70 - 72 REDACTED REDACTED Added details for Cancelled To Discontinued Consults GMRC*3.0*110 Pages 70 REDACTED REDACTED Added text and new screen shot to show the new field “UCID Display” on the order detail. GMRC*3.0*107 Pages 69 REDACTED REDACTED Added details for new GMRC Reports to support the ADMIN KEY consults for consults that are Administratively released by Policy. GMRC*3.0*99 and Pages 3 and 135 REDACTED REDACTED GMRC*3.0*106 Added features and setup for new logical link GMRC*3.0*89 Pages 7, 13, 15, 18, 20, 45-53, 103, 104, REDACTED REDACTED Added information 207, 212 related to new functionality: Consult Closure Tool, Secondary Printer option for SF 513, and printing age and cell phone number on SF 513 June 2021 Consult/Request Tracking 3.0 Technical Manual iii GMRC*3.0*83 Pages 2, 110, 122 REDACTED REDACTED Added information about the new MUMPS cross reference AG to be used only by the Scheduling Package GMRC*3.0*81 Pages 33, 34, 125, 137, 146, 156, 163 REDACTED REDACTED Changed Earliest Appropriate Date to Clinically Indicated Date GMRC*3.0*75 Pages 20, 121-125, 127-173, 187-188, REDACTED REDACTED Added information on 207, 208 components of a bi- directional interface that will connect Consults and HCPS. GMRC*3*73 – ICD-10 Pages 2, REDACTED REDACTED Updates Added info about changes made for the ICD-10 project. Clarified “Service Page 16, 26 REDACTED REDACTED Team to Notify” field in Add Consult Services option. GMRC*3.0*76 Pages 2, 29. REDACTED REDACTED Added notes that the Ordering Provider will NOT receive an alert; added note that the 33, 31 clinician who requested the order is notified electronically Noted EARLIEST APPROPRIATE DATE will be used in place of DATE OF REQUEST. GMRC*3.0*74 Pages 5, 45-48, 86-87, 93, 157 REDACTED REDACTED Added Define Fee Services (GMRC FEE PARAM) option and GMRC FEE SERVICES parameter and supporting GMRCFP* routines GMRC*3.0*71 Page 64 REDACTED REDACTED Modified description for CONSULT/REQUEST UPDATED Earliest Appropriate Page 111 REDACTED REDACTED Date June 2021 Consult/Request Tracking 3.0 Technical Manual iv GMRC*3.0*63 Page 50 REDACTED REDACTED Modified report format Performance Monitor Pages 16, 17, 33 REDACTED REDACTED Report Patch 60 Performance Monitor, Patch 41 Include Patch 22 Include Patch 23 Include Patch 17 Include Patch 21 Include Patch 15, 19, and 20 Include Patches 13, 14, 16, and 18 Add Patches 6 thru 8, 11, and 12 Include Patches 1 thru 5 Originally released June 2021 Consult/Request Tracking 3.0 Technical Manual v This page intentionally left blank June 2021 Consult/Request Tracking v3.0 Technical Manual ii Table of Contents Introduction .................................................................................................................................... 1 Purpose of the Consult/Request Tracking Package ............................................................................ 1 Scope of the Manual ............................................................................................................................... 1 Audience .................................................................................................................................................. 1 New Features ........................................................................................................................................... 2 Package Orientation ...................................................................................................................... 5 Implementation and Maintenance ................................................................................................ 7 Install, Planning, and Implementation Checklist ................................................................................ 7 Menu/Option Diagram ........................................................................................................................... 7 Define Service Hierarchy ....................................................................................................................... 9 Determine Service Functionality ......................................................................................................... 12 Set Up Consult Services (SS) ............................................................................................................... 14 Quick Orders......................................................................................................................................... 22 Service Consults Pending Resolution ................................................................................... 25 Service User Management (SU) ........................................................................................................... 26 Group Update (GU) .............................................................................................................................. 30 Consults Performance Monitor Report (PM) .................................................................................... 33 Print Consults by Provider, Location, or Procedure (PL) ................................................................ 36 Print Test Page (TP) ............................................................................................................................. 38 Determine Users' Update Authority (UA) .......................................................................................... 38 Determine if User is Notification Recipient (UN) .............................................................................. 39 Determine Notification Recipients for a Service (NR) ...................................................................... 40 Test Default Reason for Request (TD) ................................................................................................ 41 List Consult Service Hierarchy (LH) .................................................................................................. 43 Copy Prosthetics Services (CP) ........................................................................................................... 44 Consult Closure Tool (CCT) ................................................................................................................ 45 Edit Configuration Component ............................................................................................. 45 Inquire Configuration Component ........................................................................................ 48 Run Configuration Component ............................................................................................. 48 Duplicate Sub-Service (DS) .................................................................................................................. 53 Define Fee Services (FS) ....................................................................................................................... 54 IFC Requests ......................................................................................................................................... 59 June 2021 Consult/Request Tracking v3.0 Technical Manual ii Print IFC Requests ............................................................................................................................... 62 IFC Requests by Patient ......................................................................................................................