$TXT Created by A at CARVDD.DOMAIN.EXT (KIDS) on Monday, 04/18/16 at 17:19 ============================================================================= Run Date: JUL 01, 2016 Designation: PRCA*4.5*304 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #273 Status: Released Compliance Date: JUL 31, 2016 ============================================================================= Associated patches: (v)PRCA*4.5*149<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*221<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*237<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*264<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*297<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*298<<= must be installed BEFORE `PRCA*4.5*304' (v)PRCA*4.5*303<<= must be installed BEFORE `PRCA*4.5*304' (v)IB*2*529 <<= must be installed BEFORE `PRCA*4.5*304' Subject: MEDICAL CARE COLLECTION FUND (MCCF) ENHANCEMENTS PROJECT - EPAYMENTS Category: - Routine - Other - Data Dictionary - Enhancement (Mandatory) - Input Template Description: ============ ************************************************************************* NOTICE: The patch bundle PRCA IB MCCF EDI 1.0 (IB*2.0*530/PRCA*4.5*303) must be installed first, then install two standalone patches, IB*2.0*529 and PRCA*4.5*304. Patch IB*2.0*529 must be installed before installing PRCA*4.5*304. Install all patches close together so that your site has all of the features released as part of this enhancement. ************************************************************************* The Medical ePayments Compliance (Phase 2, Iteration 2) project ensures the Veterans Administrations (VA) compliance with Electronic Funds Transfer (EFT) & Electronic Remittance Advice (ERA) Operating Rules, and enables VA to more effectively use ERA data, resulting in better revenue and cash flow management. It will provide the infrastructure foundation for electronic exchange of claim payment information and promotes an interoperable system and will reduce the time elapsed between receipt of the Electronic Data Interchange (EDI) 835 Electronic Remittance Advice Transaction and receipt of the Cash Concentration or Disbursement (CCD+) transactions. It will ensure that trace numbers between payments and remittances can be used by VA, reducing the level of open accounts receivable, allow claim denials to be more quickly addressed, and standardizes Electronic Funds Transfer (EFT) & ERA enrollment to reduce workload burden on VA staff. This patch contains changes to the ePayments (835 and EFT) program area to ensure compliance. Specifically, enhancements to the Veterans Health Information Systems and Technology Architecture (VistA) Third Party EDI Lockbox module to increase timely and accurate processing of payments for electronic pharmacy claims in compliance with Health Insurance Portability and Accountability Act (HIPAA) and Veterans Health Administration (VHA) Fiscal Accounting policies will also be required. The ePayments system is used by Accounts Receivable (AR) staff to process payments from third party payers for both medical and pharmacy claims. The objectives of the requested ePayments software modifications are to expedite accurate payments by enhancing the ePayments software to streamline the user's ability to process the pharmacy 835 while: Complying with HIPAA legislative requirements to meet patient needs and secure Protected Health Information (PHI). Conducting payment accounting in accordance with the Office of Management and Budget (OMB) directives. Systematically enforcing VHA Fiscal Accounting policy. This patch implements the following: - Auto-posting of Pharmacy ERA payments - Auditing of Suspense item processing - Allowing ERAs with data exceptions Auto-post after corrections - Allows re-use of Deposit Ticket #'s for manually created deposit tickets - Allows the Medical Auto-decrease functionality to specify maximum decrease amounts by Claims Adjustment Reason Codes (CARC) - Add Medical and Pharmacy filters to several reports Patch Components ================ Files & Fields Associated: File Name (#) Field Name (#) New/Modified/Deleted ------------- ----------------------------------- -------------------- AR SITE PARAMETER (#342) MAX DAYS ENTRY SUSPENDED (#7.04) New AUTO POST MEDICAL PAPER BILLS (#7.05) New AUTO POST PHARMACY PAPER BILLS (#7.06) New AR BATCH PAYMENT (#344) RECEIPT # (#.01) Modified ELECTRONIC REMITTANCE ADVICE (#344.4) DATE POSTED TO SUSPENSE Modified ELECTRONIC REMITTANCE ADVICE - ERA DETAIL SUB-FILE (#344.41) CLAIM COMMENT New CLAIM COMMENT DATE New CLAIM COMMENT USER New RCDPE AUTO-PAY EXCLUSION (#344.6) EXCLUDE RX CLAIM POSTING (#.08) New PHARMACY AUTO-POST COMMENT (#3) New RCDPE PARAMETER (#344.61) AUTO-POST RX CLAIMS ENABLED (#1.01) New AUTO-DECREASE RX ENABLED (#1.02) New RCDPE CARC-RARC AUTO DEC (#344.62) New RCDPE SUSPENSE AUDIT (#344.71) New RCDPE AUTO-POST AUDIT (#344.72) New RCDPE DM REPORT PARAMETERS (#344.9) New RCDPE DM REPORT ARCHIVE (#344.91) New Forms Associated: New/Modified/ Form Name File Name (Number) Deleted --------- ------------------ ------------- N/A Mail Groups Associated: New/Modified/ Mail Group Name Deleted --------------- ------------- N/A Options Associated: New/Modified/ Option Name Type Deleted ----------- ---- ------------- Finance AR Manager Menu [PRCA menu Modified MANAGER MENU] Agent Cashier Menu [RCDP AGENT menu Modified CASHIER MENU] EDI Lockbox (ePayments) menu Modified Reports Menu [RCDPE EDI LOCKBOX REPORTS MENU] EDI Diagnostic Measures menu New Reports [RCDPE EDI NATIONAL REPORTS] EDI VOLUME STATISTICS Report run routine New [RCDPE EDI VOLUME STATISTICS] EFT/ERA TRENDING Report run routine New [RCDPE EFT-ERA TRENDING REPORT] ERA Status Change Audit Report run routine New [RCDPE ERA STATUS CHNG AUD REP] Disable-Enable DM Background run routine New Job/Reports [RCDPE NR DISABLE/ENABLE] EDI Diagnostic Measures menu New Extracts Menu [RCDPE NR EXTRACT MENU] Manually Start DM Extract run routine New [RCDPE NR MANUAL START] Manually Transmit DM Extract run routine New [RCDPE NR MANUAL TRANSMIT] View/Print Extracted Reports run routine New [RCDPE NR VIEW/PRINT EXTRACTS] Link Payment Tracking Report run routine New [RCDPE SUSPENSE AUDIT REPORT] Parameter Definitions: New/Modified/ Parameter Name Deleted -------------- ------------- RCDPE APAR Modified Protocols Associated: New/Modified/ Protocol Name Deleted ------------- ------------- RCDP LINK PAYMENTS SUSPENSE REPORT Modified RCDPE APAR CLAIM COMMENT New RCDPE APAR EEOB REFRESH Modified RCDPE APAR EEOB REVIEW Modified RCDPE APAR RESEARCH Modified RCDPE APAR SELECTED EEOB MENU Modified RCDPE APAR SPLIT LINE Modified RCDPE APAR VERIFY Modified RCDPE APAR VIEW/PRINT EOB Modified RCDPE APAR VIEW/PRINT ERA Modified RCDPE EOB WL RECEIPT VIEW Modified RCDPE EOB WL REVIEW Modified RCDPE EOB WORKLIST CHANGE VIEW Modified RCDPE EOB WORKLIST DIST ADJ Modified RCDPE EOB WORKLIST MARK FOR AUTO POST New RCDPE EOB WORKLIST MENU Modified RCDPE EOB WORKLIST RECEIPT PROCESSING Modified RCDPE EOB WORKLIST REFRESH Modified RCDPE EOB WORKLIST SPLIT LINE Modified RCDPE EOB WORKLIST VERIFY Modified RCDPE MARK FOR AUTOPOST New RCDPE VIEW/PRINT WORKLIST ERA Modified RCDPE WORKLIST ERA LIST MENU Modified RCDPE WORKLIST ERA MARK FOR AUTO POST New Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A List Templates: New/Modified/ Template Name Type Deleted ------------- ---- ------------- RCDP DEPOSIT PROFILE List Modified RCDP LINK PAYMENTS TO ACCOUNTS List Modified RCDPE WORKLIST ERA LIST List Modified Templates Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- RCMS EDI LOCKBOX Input AR SITE PARAMETER (#342) Modified Additional Information: ----------------------- N/A New Service Requests (NSRs): ----------------------------- 20130518 - Medical ePayments Compliance (Phase 2, Iteration 2) Patient Safety Issues (PSIs): ------------------------------ N/A Remedy Ticket(s) & Overviews: ----------------------------- 1. INC1269592/INC1282993: EFTs posted to paper EOBs are not showing up on reports and causing stale dated lockups. Problem: -------- When processing EFTs with paper EOBs, EFTs are not marked as posted in VistA. Consequently, they are still showing up on reports and causing stale dated lockups. Resolution: ----------- After investigating, this was determined to be a training issue as users at some sites were not properly closing receipts after the EFT was posted to a paper EOB. No programming changes were needed. 2. INC1289740: Auto-Posting of ERA line items does not always work. Problem: -------- During auto-posting of (ERA) line items that were marked for auto-posting, if the payment amount was greater than the claim balance, processing of ERA line items stopped and the remainder of the line items did not process. In addition, the line items did not go back on the Auto-Post Awaiting Resolution (APAR) worklist. Resolution: ----------- Any ERA line items with a payment amount less than the claim balance will post. Any line items that cannot be posted due the payment amount being greater than the claim balance will be sent to the APAR worklist. 3. INC1289572/IR277545: Receipt processing issues Problem: -------- This was actually two separate problems related to receipts: 3a. When an ERA has more than one receipt number, the APAR Header displays the incorrect receipt numbers. 3b. When a user utilizes the Split/Edit action from the APAR worklist to put dollars into Suspense and enters a comment, the comment is not displayed on the Receipt Profile or the 215 Report. Resolution: ----------- 3a. The APAR header was fixed to display the correct receipt numbers when there are multiple receipt numbers on an ERA. 3b. There was conditional logic that was used when transferring comments to the ERA detail lines. This conditional logic was removed and all comments are now transferred Subsequently, the comments will be displayed on the Receipt Profile and the 215 Report. 4. INC1289748: The Auto-Post report does not correctly display split payments. Problem: -------- The Auto-Post report does not correctly display split payments, including suspense payments. In addition, the receipt number does not always display correctly. Resolution: ----------- The Auto-Post report now displays all payments, including split payments and suspense payments. The receipt number is now correctly displayed. Test Sites: ----------- Alexandria VA Health Care System (Alexandria, LA)-Station 502 Huntington VA Medical Center (Huntington, WV)-Station 581 South Texas Veterans Health Care System (San Antonio, TX)-Station 671 Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software being released as a host file and/or documentation describing the new functionality introduced by this patch are available. The preferred method is to retrieve files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve files directly from a specific server. Sites may retrieve the software and/or documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: domain.ext Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ File Description File Name FTP Mode -------------------------------------------------------------------- ACCOUNTS RECEIVABLES Technical Manual/ PRCA_4_5_TM_R0516.PDF (binary) Security Manual ACCOUNTS RECEIVABLES Release Notes/ PRCA_4_5_P304_RN.PDF (binary) Installation Guide EPAYMENTS USER MANUAL (EDI LOCKBOX) EPAYMENTS_USER_ (binary) MANUAL_R0516.PDF Patch Installation: Pre/Post Installation Overview ------------------------------ Note: The patch bundle PRCA IB MCCF EDI 1.0 (IB*2.0*530/PRCA*4.5*303) must be installed first, then install two standalone patches, IB*2.0*529 and PRCA*4.5*304. Patch IB*2.0*529 must be installed before installing PRCA*4.5*304. Install all patches close together so that your site has all of the features released as part of this enhancement There is a post installation routine which will initially prevent your site from auto-auditing medical and pharmacy bills, and auto-posting and auto-decreasing pharmacy ERAs. After the post-install is complete you can safely remove the routine RC45P304. Installation Instructions ------------------------- This patch may be installed with users on the system although it is recommended that it be installed during non-peak hours to minimize potential disruption to users. This patch should take less than 5 minutes to install. No options or protocols need to be disabled during installation. 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*304): 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. Enter PRCA*4.5*304. 5. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//', respond YES. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', respond NO. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', respond NO. 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//', respond 0. Post-Installation Instructions ------------------------------ N/A Routine Information: ==================== The second line of each of these routines now looks like: ;;4.5;Accounts Receivable;**[Patch List]**;Mar 20, 1995;Build 104 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PRCABJ Before: B31725810 After: B36508118 **11,34,101,114,155,153,141, 165,167,173,201,237,304** Routine Name: PRCABJ2 Before: n/a After: B9182483 **304** Routine Name: PRCACOL Before: B22513060 After: B22640648 **165,198,264,304** Routine Name: RC45P304 Before: n/a After: B3318505 **304** Routine Name: RCBEPAY Before: B12526324 After: B27398421 **153,304** Routine Name: RCDPDPLM Before: B38305120 After: B38473096 **114,149,304** Routine Name: RCDPEAA1 Before: B60672744 After: B79531337 **298,304** Routine Name: RCDPEAA2 Before: B95635325 After:B113400441 **298,304** Routine Name: RCDPEAA3 Before: B72680990 After: B91778928 **298,304** Routine Name: RCDPEAD Before: B15979535 After: B51253087 **298,304** Routine Name: RCDPEAP Before:B192874498 After:B218588559 **298,304** Routine Name: RCDPEAP1 Before: B28791355 After: B94067228 **298,304** Routine Name: RCDPEAPP Before:B144741985 After:B217684038 **298,304** Routine Name: RCDPEAPS Before: n/a After: B29098546 **304** Routine Name: RCDPEDAR Before:B196389465 After:B196427903 **173,276,284,283,298,304** Routine Name: RCDPEM Before: B61345619 After: B61473456 **173,255,269,276,283,298,304** Routine Name: RCDPEM0 Before: B72082268 After: B74803925 **173,208,220,298,304** Routine Name: RCDPEM2 Before:B218873122 After:B246465704 **173,208,276,284,293,298,303,304** Routine Name: RCDPEM4 Before:B226302840 After:B226362632 **276,284,298,304** Routine Name: RCDPEM7 Before: B82538875 After:B142964137 **276,298,303,304** Routine Name: RCDPEMA Before: B22679834 After: B22680742 **298,304** Routine Name: RCDPENR1 Before: n/a After:B219791139 **304** Routine Name: RCDPENR2 Before: n/a After:B248634854 **304** Routine Name: RCDPENR3 Before: n/a After:B197064024 **304** Routine Name: RCDPENR4 Before: n/a After: B69353385 **304** Routine Name: RCDPENRU Before: n/a After:B274576776 **304** Routine Name: RCDPESP Before:B100040879 After:B152385563 **298,304** Routine Name: RCDPESP1 Before: B30021822 After:B102077824 **298,304** Routine Name: RCDPESP2 Before: B90155274 After:B171453792 **298,304** Routine Name: RCDPESP5 Before: n/a After:B123783170 **304** Routine Name: RCDPEWL1 Before: B68166367 After: B75362412 **173,208,222,298,304** Routine Name: RCDPEWL7 Before: B96884750 After: B98845066 **208,222,269,276,298,304** Routine Name: RCDPEWL8 Before: B82558343 After: B93821264 **208,269,276,298,304** Routine Name: RCDPEWLP Before:B166745287 After:B173786255 **298,303,304** Routine Name: RCDPEX1 Before: B18257259 After: B19679836 **173,262,298,304** Routine Name: RCDPEX2 Before: B22431438 After: B28186252 **173,269,298,304** Routine Name: RCDPEX32 Before: B48567496 After: B54785721 **173,249,298,304** Routine Name: RCDPLPL1 Before: B25554080 After: B35848725 **114,148,153,208,269,304** Routine Name: RCDPLPL3 Before: B43605509 After: B52913516 **153,304** Routine Name: RCDPLPL4 Before: n/a After:B236411644 **304** Routine Name: RCDPLPLM Before: B40847044 After: B40815572 **114,208,304** Routine Name: RCDPLPS1 Before: n/a After: B45239923 **304** Routine Name: RCDPLPS2 Before: n/a After: B48351879 **304** Routine Name: RCDPRLIS Before: B22200175 After: B22215700 **114,304** Routine Name: RCDPRSEA Before: B21546260 After: B21515890 **114,148,208,269,304** Routine Name: RCDPUDEP Before: B15651914 After:B125854727 **114,173,257,283,297,304** Routine Name: RCDPURE1 Before: B60661584 After: B73998256 **114,148,153,169,204,173,214, 217,296,298,304** Routine Name: RCDPURED Before: B37216500 After: B41284430 **114,169,174,196,202,244,268, 271,304** Routine Name: RCDPURET Before: B48340501 After: B61262925 **114,141,169,173,196,221,304** ============================================================================= User Information: Entered By : Date Entered : JUN 09, 2014 Completed By: Date Completed: JUN 15, 2016 Released By : Date Released : JUL 01, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT