============================================================================= Run Date: MAR 11, 2013 Designation: DGBT*1*20 Package : DGBT - BENEFICIARY TRAVEL Priority: Mandatory Version : 1 SEQ #22 Status: Released Compliance Date: APR 11, 2013 ============================================================================= Associated patches: (v)DGBT*1*18 <<= must be installed BEFORE `DGBT*1*20' (v)DGBT*1*19 <<= must be installed BEFORE `DGBT*1*20' Subject: BENEFICIARYTRAVEL PACKAGE & MILEAGE REPORTING ENHANCEMENTS Category: - Routine - Data Dictionary - Enhancement (Mandatory) - Other Description: ============ This patch has enhancements which extend the capabilities of the Veterans Health Information Systems and Technology Architecture (VistA) Beneficiary Travel application. THE FOLLOWING CHANGES MUST BE MADE TO THE BENEFICIARY TRAVEL ACCOUNT FILE 392.3 PRIOR TO INSTALLING THIS PATCH. The Beneficiary Travel Supervisor or ADPAC should make these changes through the Bene Travel Account file Enter/Edit [DGBT BENE TRAVEL ACCOUNT] option which is locked with the DGBT SUPERVISOR key: A. THE SITE NEEDS TO DE-ACTIVATE ALL ACCOUNTS FOR MILEAGE CLAIMS THAT ARE NOT OF TYPE 4 (ALL OTHER) OR TYPE 5 (C&P), OR IF A SITE PREFERS TO KEEP AN ACCOUNT THAT IS NOT TYPE 4 OR 5 ACTIVE, THEY CAN CHANGE THAT ACCOUNT TYPE TO 4 OR 5. A SITE CAN HAVE MORE THAN 1 ACCOUNT OF EACH TYPE 4 AND TYPE 5 BUT THE DEFAULT WILL BE THE FIRST ACTIVE ACCOUNT TYPE OF 4 (ALL OTHER). B. A SITE CAN HAVE ONLY ONE ACTIVE SPECIAL MODE ACCOUNT TYPE (TYPE 3). IT MUST CONTAIN THE EXACT VERBIAGE "SPECIAL MODE - NON-EMERGEN" IN THE TEXT FOR THE ACCOUNT TYPE. ALL OTHER TYPE 3'S MUST BE DE-ACTIVATED. Sample edit session to deactivate account 051 and change the Account Type for account 921 to All Other: BENE Travel Account file Enter/Edit You are about to enter/edit Bene Travel account types. Although this process is now decentralized, changes and additions should be made with extreme care. Are you sure you wish to continue? No// YES Select BENEFICIARY TRAVEL ACCOUNT: 051 INTERFACILITY TRAVEL 051 ACTIVE DATE: OCT 1,1993// INACTIVE DATE: T (DEC 03, 2012) ACCOUNT TYPE: INTERFACILITY// Would you like to Enter/Edit another ACCOUNT? Yes// YES Select BENEFICIARY TRAVEL ACCOUNT: 921 INTERFACILITY 921 ACTIVE DATE: OCT 1,1990// INACTIVE DATE: ACCOUNT TYPE: INTERFACILITY// ?? Field is designed to group like ACCOUNTs by account type, since the account name/number is subject to change. Choose from: 1 EMERGENCIES 2 INTERFACILITY 3 SPECIAL MODE 4 ALL OTHER 5 C&P EXAMS ACCOUNT TYPE: INTERFACILITY// 4 ALL OTHER Would you like to Enter/Edit another ACCOUNT? Yes// This patch includes the following enhancements: (1) Provides End Users with an accounting method for Special Mode Transportation Authorization and Special Mode Transportation Vendor Billing. (2) Provides national tracking of BT Deductibles in a calendar month, and allows the BT System to count the number of trips and amount of deductible paid during the current month at all sites the patient has visited during the current month. Credits the trips to the deductible cap for the current month. (3) Allows the user to enter 2 different types of waivers to waive a patient's deductible amount: a. Alternate Income Waiver - this is entered through the BT Alternate Income Enter/Edit option, and covers two status types, Hardship and POW. A patient would be given a Hardship waiver if they have a current Means Test or RX Co-Pay test on file and their income or other situation has created a temporary financial hardship determined by the BT clerk. Alternate income for a hardship case will expire at the end of the current year. Normally the Registration/Enrollment system does not allow Means tests or RX-CoPay tests to be entered for POW's as they are automatically waived by the system for any visit deductible or copays. But POW's are not automatically eligible for travel reimbursement. If a BT clerk determines a POW is below the low income threshold this can now be entered through the BT Alternate Income Enter/Edit option, and the deductible will be waived. Alternate Income for a POW will expire 365 days from date of entry. b. "Manual Waiver" - entered through the new Manual Deductible Waiver option as a catch all determined by the BT clerk. A patient can be entered into the Manual Deductible Waiver option if the clerk first determines they are considered below the low income threshold, but this information is not stored elsewhere in the Registration/Enrollment package. This waiver will expire at the end of the current year. The "manual" waiver is automatically retrieved, transparently to the user, at any other site while creating or editing a claim. It can only be edited by the site that created the original "manual" Waiver. (4) Standardizing Authorized BT Waiver to Expire. If the Veteran has an authorized waiver of the deductible in effect a message will display to alert the user to when the waiver expires. The waivers expire as follows: a. If the Veteran receives any type of Pension the message "PENSION" will display. b. If the Veteran qualifies because the income is below the Low Income Threshold, based on the Means Test or RX-Copay test, the message will display the date the Means Test or RX-Copay test expires. c. All others will expire at the end of the current year. (5) Automatically identifies Veterans who meet administrative criteria as BT Eligible. (6) The Claim Enter/Edit option will automatically update the Veteran's BT Claim Income Fields if a valid, completed MT or Co-Pay test exists. (7) Displays current address based on data in Patient file. (8) Provides new features to deny a claim, document the reason, and print and reprint a Denial of Benefits Letter that includes the Veteran's Appellate Rights if a veteran has been denied BT Benefits. (9) Provides local-level reporting. All reports can either be printed or exported to a Excel file. There are new 6 BT reports as follows: Summary Report Audit Report Clerk Report Travel Pattern Report Special Mode Report Fiscal Report (10) Changes the VA Form 70-354d, Cash Reimbursement of BT Expenses, to include Number of Trips and Deductible Amount Paid at all sites the Veteran has visited within the current month. (11) Displays an informational reminder if the patient is eligible only for SC related appointments (<30% SC and above low income threshold). (12) Displays a Current-Year Income Test when calculating BT Travel Benefits and when entering a Claim for a previous year. The information is automatically retrieved from the Annual Means Test file. (13) A new Fiscal report for vouchers can be printed or imported to an Excel report. (14) Displays a new data item on the BT Claim Information Screen to account for Public Transportation (bus pass, etc). New files and new fields associated with the enhancements and modified files and fields: File Name (Number) Field Name (Number) Beneficiary Travel Claim (#392) 44 MODE OF TRANSPORTATION 51 REMARKS 52 BUS PASS OR TICKET 53 BUS PASS EXPIRATION DATE 54 COMMON CARRIER DTE REIMBURSED 55 COMMON CARRIER FEE 55.1 COMMON CARRIER REQUIRED 56 TYPE OF CLAIM 57 SPECIAL MODE OF TRANSPORTATION 58 INVOICE NUMBER 59 DATE INVOICE RECEIVED 60 TOTAL INVOICE AMOUNT 61 BASE RATE FEE 62 MILEAGE FEE 63 NO SHOW/NO LOAD FEE 64 WAIT TIME FEE 65 EXTRA CREW FEE 66 SPECIAL MODE EQUIPMENT FEE 67 SPECIAL MODE RT/ONE WAY 68 SPECIAL MODE TOTAL MILES 69 OTHER SM TRANSPORTATION 70 PRE-AUTHORIZED 71 SPECIAL MODE VENDOR 72 SPECIAL MODE OTHER REMARKS 73 SP MODE DEPARTURE ADDRESS1 74 SP MODE DEPARTURE ADDRESS2 75 SP MODE DEPARTURE CITY 76 SP MODE DEPARTURE STATE 77 SP MODE DEPARTURE ZIP CODE 78 SP MODE DESTINATION 1 79 SP MODE DESTINATION 2 80 SP MODE DESTINATION 3 81 SP MODE DESTINATION CITY 82 SP MODE DESTINATION STATE 83 SP MODE DESTINATION ZIP CODE 84 PRE-AUTHORIZED BY 85 SPECIAL MODE CLAIM AUTHORIZED 86 DATE/TIME AUTHORIZED BT SPECIAL MODE OF TRANSPORTATION .01 Name (#392.42) BT CLAIM ELIGIBILITY CODE .01 BT ELIGIBILITY CODE 1 BT ELIGIBILITY CODE NAME COMMON CARRIER MODE OF TRANSPORTATION .01 MODE OF TRANSPORTATION TRANSPORTATION (#392.43) BENEFICIARY TRAVEL MANUAL DEDUCTIBLE WAIVER (#392.7) .01 WAIVER REQUEST DATE AND TIME 2 PATIENT NAME 3 WAIVER STATUS 4 GRANTED/DENIED BY 5 WAIVER APPROVAL/DENIAL DATE 6 WAIVER ENTERED BY 7 WAIVER REMARKS 8 EXPIRATION DATE 9 DATE ENTERED BT CLAIM ELIGIBILITY CODE (#392.41) .01 BT ELIGIBILITY CODE 1 BT ELIGIBILITY CODE NAME BENEFICIARY TRAVEL DENIAL LETTERS (#392.6) .01 NAME 1 MILEAGE LETTER TEXT PART 1 2 MILEAGE LETTER TEXT PART 2 3 SP MODE LETTER TEXT PART 1 4 SP MODE LETTER TEXT PART 2 BENEFICIARY TRAVEL DENIAL REASONS (#392.8) .01 DENIAL REASON 1 TEXT BT PATIENT ALTERNATE INCOME (#392.9) .01 BT PATIENT Multiple (392.91) 1 ALTERNATE INCOME Multiple Fields .01 ALTERNATE INCOME DATE 1 ALTERNATE INCOME 2 ALTERNATE INCOME REASON 3 ALTERNATE INCOME EXPIRATION Mail Group Associated: N/A Options Associated: TYPE NEW/MODIFIED DGBT BENE TRAVEL MENU Menu Modified DGBT CLAIM DEDUCTIBLE PAID RPC New DGBT ALTERNATE INCOME Edit New DGBT EDIT DENIAL LETTERS Edit New DGBT MANUAL DEDUCTIBLE WAIVER Edit New DGBT REPRINT DENIAL LETTERS Print New DGBT TRAVEL REPORTS MENU Menu New DGBT SUMMARY REPORT Report New DGBT AUDIT REPORT Report New DGBT CLERK REPORT Report New DGBT TRAVEL PATTERN REPORT Report New DGBT SPECIAL MODE REPORT Report New DGBT FISCAL REPORT Report New DGBT BENE TRAVEL CLAIM AMT RPT Report Modified Protocols Associated: N/A Security Keys Associated: DGBT EDIT DENIAL LTRS Templates Associated: N/A New Service Requests (NSRs) There are no NSR associated with this patch. Remedy Ticket(s) & Overview N/A Remote Procedure(s): DGBT CLAIM DEDUCTIBLE PAID Test Sites: ----------- Minneapolis, MN Kansas City, MO El Paso, TX Documentation Retrieval: ------------------------ Sites may retrieve documentation in one of the following ways: 1. The preferred method is to FTP the files from download.vista.med.va.gov, which will transmit the files from the first available FTP server. 2. Sites may also elect to retrieve documentation 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 3. Documentation can also be retrieved from the VistA Documentation Library (VDL) on the Internet at the following address, http://www.va.gov/vdl. The documentation distribution includes: FILE NAME DESCRIPTION --------------------------------------------------------------------- DGBT_1_20P_RN.pdf BT Release Notes DGBT_1_20P_TM.pdf BT Technical Manual DGBT_1_20P_UM.pdf BT User Manual Word documents with .docx file extensions will also be available. Pre/Post Installation Overview ------------------------------ N/A. ================INSTALLATION INSTRUCTIONS ================= To avoid disruptions, this patch should be installed when users are not on the system and during non-peak hours. Of particular concern would be the items below. 1. Do not queue this installation to run at a later time because you may be prompted to enter information during the installation. 2. Do not install the patch when BT claims are being entered. 3. If installed during the normal workday, it is recommended that the following selection(s) in the OPTION (#19) file be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. Beneficiary Travel Menu [DGBT BENE TRAVEL MENU] Bene Travel Account file Enter/Edit [DGBT BENE TRAVEL ACCOUNT] Claim Enter/Edit [DGBT BENE TRAVEL SCREEN] Distance Enter/Edit [DGBT BENE TRAVEL DISTANCES] Edit the BT Dashboard configuration [DGBT BENE TRAVEL CONFIG EDIT] file Income Certification Eligibility [DGBT BENE TRAVEL CERTIFICATION] Parameter Rates Enter/Edit [DGBT BENE TRAVEL RATES] Report of Claim Amounts [DGBT BENE TRAVEL REPORT] Reprint of 70-3542d form [DGBT BENE TRAVEL REPRINT] View of Claim [DGBT BENE TRAVEL VIEW] Install Time - Less than 5 minutes. 1. OBTAIN PATCHES -------------- Obtain the host file DGBT_1_P20.KID, Sites can retrieve VistA software from the following FTP addresses. The preferred method is to FTP the files from: download.vista.med.va.gov This will transmit 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 The DGBT_1_P20.KID host file is located in the anonymous.software directory. Use ASCII Mode when downloading the file. 2. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu option [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: Installation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 3. LOAD TRANSPORT GLOBAL FOR SINGLE PATCH ------------------------------------- From the Installation menu, select the Load a Distribution option. When prompted for "Enter a Host File:", enter the full local directory path where you saved the host file DGBT_1_20P.KID When prompted for "OK to continue with Load? NO//", enter "YES." The following will display: Loading Distribution... DGBT 1.0*20 Use INSTALL NAME: DGBT 1.0*20 to install this Distribution. 4. RUN OPTIONAL INSTALLATION OPTIONS FOR SINGLE PATCH ------------------------------------------------- From the Installation menu, you may select to use the following options (when prompted for the INSTALL NAME, enter DGBT*1*20): 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. 5. From the Installation Menu, select the Install Package(s) options and choose the patch to install, DGBT*1*20. 6. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? No//NO 7. When prompted "Want KIDS to INHIBIT LOGONs during the install? No//NO 8. If prompted "Enter Options you wish to mark as 'Out of Order':" NO//YES Enter options you wish to mark as 'Out of Order': Beneficiary Travel Menu [DGBT BENE TRAVEL MENU] Bene Travel Account file Enter/Edit [DGBT BENE TRAVEL ACCOUNT] Claim Enter/Edit [DGBT BENE TRAVEL SCREEN] Distance Enter/Edit [DGBT BENE TRAVEL DISTANCES] Edit the BT Dashboard configuration [DGBT BENE TRAVEL CONFIG EDIT] file. Income Certification Eligibility [DGBT BENE TRAVEL CERTIFICATION] Parameter Rates Enter/Edit [DGBT BENE TRAVEL RATES] Report of Claim Amounts [DGBT BENE TRAVEL REPORT] Reprint of 70-3542d form [DGBT BENE TRAVEL REPRINT] View of Claim [DGBT BENE TRAVEL VIEW] 9. Enter protocols you wish to mark as 'Out of Order': 10. If prompted "Delay Install (Minutes): (0-60): 0//" please enter an appropriate number of minutes to delay the installation in order to give users enough time to exit the disabled options before the installation starts. When prompted "DEVICE: HOME//" respond with the desired device. Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DGBT1 Before: B10865004 After:B121812295 **11,20** Routine Name: DGBT2 Before: B17424501 After: B17619778 **7,8,13,20** Routine Name: DGBTALTI Before: n/a After: B50552972 **20** Routine Name: DGBTCD Before: B21439384 After: B27058166 **2,7,9,20** Routine Name: DGBTCDSP Before: n/a After: B34785132 **20** Routine Name: DGBTCE Before: B23736161 After: B36783566 **2,14,17,20** Routine Name: DGBTCE1 Before: B6499015 After: B12864135 **17,20** Routine Name: DGBTCR Before: B18503421 After: B25841339 **7,14,20** Routine Name: DGBTCR1 Before: B11557361 After: B10630325 **18,20** Routine Name: DGBTCR2 Before: B16865334 After: B16402632 **7,14,20** Routine Name: DGBTDLT Before: n/a After:B117344435 **20** Routine Name: DGBTDLT1 Before: n/a After: B74264382 **20** Routine Name: DGBTDW Before: n/a After:B153522800 **20** Routine Name: DGBTE Before: B14172323 After: B44311699 **2,19,20** Routine Name: DGBTE1 Before: B21074208 After: B29349842 **8,12,13,20** Routine Name: DGBTE1A Before: B8968861 After: B10407793 **20** Routine Name: DGBTEE Before: B15382869 After: B60372352 **2,14,20** Routine Name: DGBTEE1 Before: B18940243 After: B20015303 **14,20** Routine Name: DGBTEE2 Before: B11057513 After: B23632699 **17,20** Routine Name: DGBTEND Before: B15041979 After: B26000162 **18,20** Routine Name: DGBTMTTH Before: n/a After: B797719 **20** Routine Name: DGBTR Before: B11233940 After: B18418330 **20** Routine Name: DGBTR121 Before: n/a After: B74474591 **20** Routine Name: DGBTR122 Before: n/a After: B36391990 **20** Routine Name: DGBTR123 Before: n/a After:B179962898 **20** Routine Name: DGBTR124 Before: n/a After: B36833401 **20** Routine Name: DGBTR125 Before: n/a After: B94720260 **20** Routine Name: DGBTR17 Before: n/a After:B130956711 **20** Routine Name: DGBTR3A Before: n/a After: B18478741 **20** Routine Name: DGBTRDV Before: n/a After: B21663244 **20** Routine Name: DGBTRDVW Before: n/a After: B8811174 **20** Routine Name: DGBTSP Before: n/a After:B183996110 **20** Routine Name: DGBTSP1 Before: n/a After: B78025858 **20** Routine Name: DGBTUTL Before: B2136588 After: B99325524 **20** Routine Name: DGBTUTL1 Before: n/a After: B40695224 **20** ============================================================================= User Information: Entered By : DELLINGER,BARRY L Date Entered : NOV 02, 2011 Completed By: ENGELBACH,ROBERT Date Completed: FEB 26, 2013 Released By : HEUER,CINDY Date Released : MAR 11, 2013 ============================================================================= Packman Mail Message: ===================== No routines included