$TXT Created by OSHRIN,RONALD at MNTDEM.FO-ALBANY.MED.VA.GOV (KIDS) on Thursday, 03/15/12 at 11:26 ============================================================================= Run Date: APR 18, 2012 Designation: PRCA*4.5*284 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #253 Status: Released Compliance Date: MAY 19, 2012 ============================================================================= Associated patches: (v)PRCA*4.5*275<<= must be installed BEFORE `PRCA*4.5*284' (v)PRCA*4.5*276<<= must be installed BEFORE `PRCA*4.5*284' Subject: 5010 PROD SUPPORT MODS Category: - Routine - Data Dictionary - Enhancement (Mandatory) - Other Description: ============ This patch includes enhancements (as requested by CBO), and Remedy Tickets submitted to the ACCOUNTS RECEIVABLE application. Enhancement/repair descriptions, and installation steps are described below. 1. Mark ERA option changes ----------------------- Per CBO request the Mark ERA Returned to Payer option was replaced with the new option - Remove ERA from Worklist. The latter option will implement the software procedures as the former option. There were minor changes to this existing software, but the functionality will essentially behave the same. The following modifications have been made: a. The following option (Old) attached in the EDI Lockbox [RCDPE EDI LOCKBOX MENU] menu was replaced (New): Old: Mark ERA Returned To Payer [RCDPE ERA RETURNED TO PAYER] New: Remove ERA from Active Worklist [RCDPE REMOVE ERA FROM WORKLIST] b. The following option (Old) attached in the EDI Lockbox Reports Menu [RCDPE EDI LOCKBOX REPORTS MENU] menu was replaced (New): Old: Mark ERAs Returned to Payer Audit Report [RCDPE RETURNED ERA AUDIT] New: Remove ERA from Active Worklist Audit Report [RCDPE REMOVED ERA AUDIT] c. When the user selects an ERA to be removed from the EEOB Worklist with the use of the Mark ERA from Active Worklist option, the EFT MATCH STATUS for the ERA entry is updated to REMOVED FROM WORKLIST (refer to item d below for associated data dictionary change). d. The following fields defined in the ELECTRONIC REMITTANCE ADVICE file (#344.4) were modified to reflect the option name change from "RETURNED" to "REMOVED": - EFT MATCH STATUS (344.4,.09) - new SET OF CODES item was added. 4-REMOVED FROM WORKLIST - DETAIL POST STATUS (#344.4,.14) - a SET OF CODES description was modified. 4-NOT POSTED-RETURNED was changed to 4-NOT POSTED-REMOVED - RETURNED BY was changed to REMOVED BY (#344.4,.16) - RETURNED DATED was changed to REMOVED DATE (#344. 4,.17) - RETURN REASON was changed to REMOVE REASON (#344.4,.18) 2. Correction to the Claims Matching Report ---------------------------------------- Identified in Remedy ticket HD0000000594126 - a modification to the Claims Matching Report [RCDP CLAIMS MATCH] option has been made to correct the undefined error ( HDR+4^RCDPRTP1 *RCPT) that occurs during printing when the 'Receipt Number' option (#4) is chosen. Remedy ticket HD0000000600366 identified another issue affecting the Claims Matching Report [RCDP CLAIMS MATCH]: an undefined error while executing the Payment Dates selection (#3) for the report. Modifications have been made to correct the undefined error. 3. Modification to locate 3rd Party claims with EEOB's --------------------------------------------------- Identified in remedy ticket HD0000000597554 - it was determined that patches IB*2.0*451 and PRCA*4.5*276 added the ability to identify, via a '%' indicator, first party bills with associated third party bills with EEOB's on file. The code to locate these utilized the 399,"D" (bills by date) index. It was found that these changes substantially slowed down the display of the corresponding reports to unsatisfactory levels. The functions that drive the report now utilize the 399,"APDT" (bills by patient by date) index to speed it up. Accounts Receivable namespace options affected ---------------------------------------------- Brief Account Profile [PRCAY ACCOUNT PROFILE] Full Account Profile [PRCAY FULL ACCOUNT PROFILE] List All Bills [PRCA LIST ALL BILLS] Bill Profile [RCDP BILL PROFILE] Bill Transactions [RCDP BILL TRANSACTIONS] Transaction Profile [RCDP TRANSACTION PROFILE] Transaction Profile [PRCAC TRANS PROFILE] 4. Update ERA Posted Using Paper EOB default change ------------------------------------------------ When an automatic update is performed on an ERA, the default response to the prompt 'Link to update Remittance entry #xxx with receipt xxx?' has been changed from "YES" to "NO". This modification helps prevent accidental updates. 5. Correction to printed EDI Lockbox reports ----------------------------------------- It was reported by the test sites that the Daily Activity, ERA Unmatched Aging & EFT Unmatched Aging reports when queued for printing returned no results. It was also determined that this issue was only occurring on sites with a particular server set-up that prevented the background job accessing the saved global references that had been recorded during user input selection at the start of the report. The particular server configuration for sites that reported the issue have multiple nodes and the VistA logon may reside on a different node than the the node the print tasks are performed on. 6. Correction to the Daily Activity Report --------------------------------------- Identified during field testing - it was determined that ERA# would be truncated if it was longer than 7 characters. Changes were made to allow for the full 10 characters. 7. Correction to RECEIPT PROCESSING -------------------------------- Identified by test sites - when adding a new receipt for an EDI Lockbox type payment, the user was allowed to select an EFT record that had already been matched to an ERA record. Changes were made to prevent selection of EFT records that are in a matched status. The following field defined in the AR BATCH PAYMENT file (#344) was modified to reflect the input transform code change. - EFT RECORD (344,.17) - input transform modified. Patch Components ================ Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- EFT DETAIL (#344.4) EFT MATCH STATUS (#.09) Modified DETAIL POST STATUS (#.14) Modified REMOVED BY (#.16) Modified REMOVED DATE (#.17) Modified REMOVE REASON (#.18) Modified AR BATCH PAYMENT (#344) EFT RECORD (#.17) Modified Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- RCDPE EDI LOCKBOX MENU menu Modified RCDPE EDI LOCKBOX REPORTS MENU menu Modified RCDPE ERA RETURNED TO PAYER run routine Deleted RCDPE REMOVE ERA FROM WORKLIST run routine New RCDPE REMOVED ERA AUDIT run routine New RCDPE RETURNED ERA AUDIT run routine Deleted Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Security Keys Associated: Security Key Name ----------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A New Service Requests (NSRs) ---------------------------- N/A Remedy Ticket(s) & Overview --------------------------- 1. HD0000000594126 - HDR+4^RCDPRTP1 *RCPT Problem: -------- Site reported a HDR+4^RCDPRTP1 error occurred when trying to run the Claims Matching Report option. Resolution: ----------- When printing the Claims Matching Report with the 'Receipt Number' option (#4) selected, the routine 'NEWs' the original receipt number variable RCPT (which holds the number the user had selected), thus killing it. When the reports header attempts to display the receipt# an undefined error occurs. Modified routine RCDPRTP1 to remove the variable RCPT from the NEW variable line. 2. HD0000000600366 - PROC+16^RCDPRTP1 ^TMP("IBRBT") Problem: -------- Site reported an undefined error when executing Claims Matching Report, Option #3 (Payment Dates). Resolution: ----------- Troubleshooting led to the routine RCDPRTP1, tag PROCQ where the ^TMP global was being cleaned up improperly. Modified the routine to accomplish cleaning up the global correctly. 3. HD0000000597554 Problem: -------- Sites reported that reports modified in patches IB*2.0*451 and PRCA*4.5*276 to display first party bills with associated third party bills substantially slowed down the display of the corresponding reports to unsatisfactory levels. Resolution: ----------- The functions that drive the report now utilize the 399,"APDT" (bills by patient by date) index to speed it up. Test Sites: ---------- Birmingham Louisville Martinsburg New Jersey HCS North Florida/South Georgia Richmond Palo Alto Documentation Retrieval Instructions ------------------------------------ Updated documentation describing the new functionality introduced by this patch is available. The preferred method is to FTP the files from ftp://download.vista.med.va.gov/. This transmits the files from the first available FTP server. Sites may also elect to retrieve software directly from a specific server as follows: Albany ftp.fo-albany.med.va.gov Hines ftp.fo-hines.med.va.gov Salt Lake City ftp.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 ----------------------------------------------------------------------- ePayments User Guide EPAYMENTS_USER_MANUAL_R0412.PDF Binary (EDI Lockbox) AR Technical Manual/ PRCA_4_5_P284_TM.PDF Binary Security Guide Patch Installation: Pre/Post Installation Overview ------------------------------ There are no pre/post installation instructions for this patch. Installation Instructions ------------------------- Accounts Receivable users should not be on the system while this patch is being installed. The following options should be disabled: EDI Lockbox [RCDPE EDI LOCKBOX MENU] Claims Matching Report [RCDP CLAIMS MATCH] Receipt Processing [RCDP RECEIPT PROCESSING] This patch should take less than 5 minutes to install. 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 option. When prompted for the INSTALL enter the patch # PRCA*4.5*284: 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 DD's 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, DD's, 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//' answer NO if this is done as a nightly job 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' answer NO 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO// answer YES 8. Enter options you wish to mark as 'Out Of Order': EDI Lockbox [RCDPE EDI LOCKBOX MENU] Claims Matching Report [RCDP CLAIMS MATCH] Receipt Processing [RCDP RECEIPT PROCESSING] 9. Enter protocols you wish to mark as 'Out Of Order': press RETURN 10. Delay Install (Minutes): (0-60): 0// Routine Information: ==================== The second line of each of these routines now looks like: ;;4.5;Accounts Receivable;**[Patch List]**;Mar 20, 1995;Build 35 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PRCAAPR1 Before: B43589285 After: B41639363 **34,45,108,143,141,206,192, 218,276,275,284** Routine Name: RCDPEAR1 Before:B109842855 After:B125070101 **173,269,276,284** Routine Name: RCDPEAR2 Before: B60443432 After: B61283482 **173,269,276,284** Routine Name: RCDPEDA1 Before: B22465629 After: B23249063 **173,269,276,284** Routine Name: RCDPEDAR Before:B105086845 After:B111611189 **173,276,284** Routine Name: RCDPEM2 Before:B171488766 After:B181574834 **173,208,276,284** Routine Name: RCDPEM3 Before:B109331342 After:B110558911 **276,284** Routine Name: RCDPEM4 Before:B186028415 After:B186253544 **276,284** Routine Name: RCDPEM9 Before: B25446642 After: B27056813 **276,284** Routine Name: RCDPRTP1 Before: B33114320 After: B33480590 **151,169,276,284** ============================================================================= User Information: Entered By : OSHRIN,RONALD TODD Date Entered : JAN 06, 2012 Completed By: ROBBINS,BRADLEY Date Completed: MAR 29, 2012 Released By : CAULFIELD,MARY Date Released : APR 18, 2012 ============================================================================= Packman Mail Message: ===================== $END TXT