Clinical Scheduling GUI

From VistApedia
Jump to: navigation, search

VistA Clinical Scheduling GUI comes up out of the box with the Astronaut VistA distribution. However, it does need configuration. The technical manual is here: The user manual is here: The application README file has more information:

Post-installation tasks: After installation, complete the following tasks to configure Windows Scheduling: 1. Using VISTA tools, assign the BSDXZMENU security key. All scheduling users must have the BSDXZMENU security key. 2. Users who are also scheduling managers must have the BSDXZMGR key assigned. The BSDXZMGR key permits access to the Scheduling Management menu in the client application. This menu supports the creation of clinics and clinic groups, assignment of users to clinics, designation of user access, and other management activities. For further details, see the User Manual. 3. Make the BSDXPRC menu options available to scheduling users. These options must be somewhere in the user's path, either as a secondary option or as members of a menu to which the user has access. 4. Use Scheduling Management to configure a. Resources (clinics) b. Users to work with those clinics c. Resource Groups, then add the clinics to the resource groups. d. Access Types e. Access Type Groups (see below for more details). 5. Restart the program, and edit the resource availablility by right clicking on it in the tree.

If you don't do these steps, the program won't work. See the User Manual for detailed instructions.

Detailed Clinic Configuration Instructions: The 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.

If you need to use PIMS clinics, here is how you do the set-up: 0. First, make sure you have 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. 1. Create the PIMS clinics using SDBUILD menu in VISTA. The GUI uses the following fields from the Hospital Location file

- Clinic Name
- Inactivation Date/Reactivation Date for deciding whether to display it.
- Default Provider multiple for populating the default providers
- Division (not currently used, but will be in the future)

2. Create the resources in the GUI, and tie each of them to the clinics as needed. 3. 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. 4. 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. 5. Set-up At least 1 access type 6. Set-up At least 1 access group 7. Restart 8. Create slots for each of the clinics. You can save them as files and re-use them.