$TXT Created by TAS-EINS-HFD.AAC.DOMAIN.EXT (KIDS) on Tuesday, 12/20/22 at 15:10 ============================================================================= Run Date: FEB 09, 2023 Designation: IB*2*737 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #683 Status: Released Compliance Date: MAR 11, 2023 ============================================================================= Associated patches: (v)IB*2*713 <<= must be installed BEFORE `IB*2*737' (v)IB*2*732 <<= must be installed BEFORE `IB*2*737' Subject: MCCF EDI TAS EINSURANCE 22 Category: - Routine - Data Dictionary - Other - Enhancement (Mandatory) Description: ============ ************************************************************************* * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * * * If installing in the evening, when the installation is complete * * DO NOT FORGET to reschedule the following in TaskMan: * * eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this option * * in TaskMan !!! * ************************************************************************* The purpose of this patch is to meet the requirements of the Medical Care Collection Fund (MCCF) Electronic Data Interchange (EDI) Transaction Application Suite (TAS) Phase 2 project. 1. Enhanced the API (Application Programming Interface) $$INSUR^IBBAPI that is associated with ICR #4419 to return the following additional fields if requested: Insured's Street 1 (#2.312,3.06) Insured's Street 2 (#2.312,3.07) Insured's City (#2.312,3.08) Insured's State (#2.312,3.09) Insured's Zip (#2.312,3.1) Insured's Phone (#2.312,3.11) Internal Entry Number (IEN) to subfile #2.312 for each policy returned 2. The "User Edit Report" [IBCN USER EDIT RPT] was enhanced to track additional fields including information related to Interfacility Insurance Update (IIU) payers. The report layout was modified to improve readability when the report contains both insurance company and group level data. The additional fields available for this report are TYPE OF PLAN (#355.3,.09), RECEIVE IIU DATA (#365.121,5.01), STANDARD FTF (#36,.18) and STANDARD FTF VALUE (#36,.19). 3. VistA was modified to update the output of the "HL7 Response Report" [IBCNE HL7 RESPONSE REPORT]. 4. VistA was modified to remove references to the obsolete "Non-Verified" eIV data extract, the obsolete "~NO PAYER" entry from (#365.12), and the obsolete "MOST POPULAR PAYER" code. 5. VistA was modified to prevent users from accidentally erasing the effective date of a policy on file when accepting an entry from the INSURANCE VERIFICATION PROCESSOR (aka Buffer) file (#355.33). 6. VistA has also been modified to remove all references that indicated a "Buffer" entry was manually verified. This verification was indicated by the asterisk "*" symbol. 7. VistA was modified to enhance the PAYER file (#365.12) for looking up Payers by their full names. The PAYER file (#365.12) PAYER NAME field (#.01) had an additional index added that contains the Payer's complete name. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- INSURANCE COMPANY (#36) STANDARD FTF (#.18) Modified STANDARD FTF VALUE (#.19) Modified IB SITE PARAMETERS (#350.9) INQUIRE POPULAR PAYERS (51.09) Modified NO. POPULAR PAYERS (#51.1) Modified POPULAR INSUR CO. FROM DATE (#51.11) Modified POPULAR INSUR CO. THRU DATE (#51.12) Modified MOST POPULAR LAST SAVE DATE (#51.21) Modified MOST POPULAR LAST SAVED BY (#51.24) Modified BATCH EXTRACTS (#350.9002) BATCH EXTRACTS (#.01) Modified SELECTION CRITERIA #1 (#.03) Modified SELECTION CRITERIA #2 (#.04) Modified SUPPRESS BUFFER CREATION (#.06) Modified POPULAR PAYER (#350.9003) POPULAR PAYER (#.01) Modified GROUP INSURANCE PLAN (#355.3) TYPE OF PLAN (#.09) Modified CREATION TO PROCESSING TRACKING (#355.36) WHICH EXTRACT (#.08) Modified IIV TRANSMISSION QUEUE (#365.1) WHICH EXTRACT (#.1) Modified PAYER (365.12) PAYER NAME (#.01) Modified APPLICATION (#365.121) RECEIVE IIU DATA (#5.01) Modified Forms Associated: Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- IBCNE HL7 RESPONSE REPORT Routine Modified Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- IBJP IIV GENERAL EDIT Modified IBJP IIV MOST POPULAR ADD Deleted IBJP IIV MOST POPULAR DELETE Deleted IBJP IIV MOST POPULAR EDIT Deleted IBJP IIV MOST POPULAR EXIT Deleted IBJP IIV MOST POPULAR MENU Deleted IBJP IIV MOST POPULAR MODIFY Deleted IBJP IIV MOST POPULAR REORDER Deleted IBJP IIV MOST POPULAR RESTORE Deleted IBJP IIV MOST POPULAR SAVE Deleted IBJP IIV PAT W/O INS Deleted Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Mod/Delete ------------- ---- ------------------ -------------- IBJP IIV MOST POPULAR PAYERS LIST N/A Delete Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- N/A New Service Requests (NSRs): N/A Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: N/A 1. Problem: -------- Resolution: ----------- Test Sites: ----------- MAINE VA HCS (AUGUSTA, ME) MEMPHIS VAMC (MEMPHIS, TN) ORLANDO VAMC (ORLANDO, FL) Software and Documentation Retrieval Instructions: -------------------------------------------------- The software for this patch is being released in a PackMan message. Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/. Documentation can also be obtained at https://download.vista.domain.ext/index.html/SOFTWARE. Documentation Title File Name --------------------------------------------------------------------- IB*2*737 Deployment, Installation, Back-out, IB_2_0_P737_DIBR.PDF and Rollback Guide IB*2 Electronic Insurance Verification (eIV) IB_2_0_EIV_IIU_P737_UG.PDF and Interfacility Insurance Update (IIU) User Guide IB*2 Integrated Billing Version 2 IB_2_0_P737_TM.PDF Technical Manual IB*2 Electronic Insurance Verification (eIV) IB_2_0_EIV_IIU_P737_TM.PDF and Interfacility Insurance Update (IIU) Technical Manual/Security Guide Patch Installation: ------------------- Pre/Post Installation Overview: The Pre-Installation routine IBY737PR attempts to remove the payer "~NO PAYER" from the PAYER file (#365.12). In the event that it is unsuccessful the pre-install routine will re-enable the following options and abort the installation of this patch. If the installation is aborted please log a "Service Now" ticket indicating that there was a problem installing this patch. Option Name Menu Text ----------- --------- [IBJ MCCR SITE PARAMETERS] MCCR Site Parameter Display/Edit [IBCN INS RPTS] Insurance Reports [IBCNE PAYER EDIT] Payer Edit [IBCN INSURANCE BUFFER PROCESS] Process Insurance Buffer [IBCNE REQUEST INQUIRY] Request Electronic Insurance Inquiry The Post-Installation routine IBY737PO populates the newly created "BB" cross reference in the PAYER file (#365.12) for the field PAYER NAME (#.01). Pre-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. These options should be disabled during the install: Option Name Menu Text ----------- --------- [IBJ MCCR SITE PARAMETERS] MCCR Site Parameter Display/Edit [IBCN INS RPTS] Insurance Reports [IBCNE PAYER EDIT] Payer Edit [IBCN INSURANCE BUFFER PROCESS] Process Insurance Buffer [IBCNE REQUEST INQUIRY] Request Electronic Insurance Inquiry ************************************************************************** * **IMPORTANT** **IMPORTANT** **IMPORTANT** * * * * If installing in the evening, the following VistA option: * * eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] should be * * unscheduled in TaskMan before installing IB*2.0*737. * * * * CRITICAL: Manila OC, PI (Station #358), you do NOT have this option * * scheduled. Skip this "unschedule" step. You will only be * * installing this patch. You will not be scheduling this * * option after installation. * ************************************************************************** It will be necessary to unschedule the eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] option before installing the patch. An example of how to unschedule this option in TaskMan is shown below: eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] option ---------------------------------------------------- 1. At the option prompt, select the option: TaskMan Management 2. When prompted for "Select TaskMan Management Option", enter "Schedule/Unschedule Options" 3. When prompted for "Select OPTION to schedule or reschedule", enter "IBCN EINSURANCE NIGHT PROCESS" 4. When prompted for " ...OK? Yes//", enter "YES" Example below: ------------- Edit Option Schedule Option Name: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night Process TASK ID: 279418 __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: OCT 4,2019@03:00 @ >> Enter the "@" sign as shown above. >> This will automatically delete the date/time DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: _____________________________________________________________________ Exit Save Next Page Refresh Enter a command or "^" followed by a caption to jump to a specific field. Edit Option Schedule Option Name: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night Process TASK ID: _________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: _________________________________________________________________________ Exit Save Next Page Refresh Enter a command or "^" followed by a caption to jump to a specific field. COMMAND: S ? Save the work >> Enter "S" to Save, as shown above. Edit Option Schedule Option Name: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night Process TASK ID: _________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: _________________________________________________________________________ Exit Save Next Page Refresh Enter a command or "^" followed by a caption to jump to a specific field. COMMAND: E ? Exit, You're done >> Enter "E" to Exit, as shown above. ************************************************************************* * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * * * After the install is complete, DO NOT FORGET to reschedule the * * following in TaskMan: eInsurance Night Process [IBCN EINSURANCE * * NIGHT PROCESS] * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this option * * in TaskMan !!! * ************************************************************************* Installation Instructions: 1. Choose the PackMan message containing this build. Then select the INSTALL/CHECK MESSAGE PackMan option to load the build. 2. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, A. Select the Verify Checksums in Transport Global option to confirm the integrity of the routines that are in the transport global. When prompted for the INSTALL NAME, enter the patch or build name. (ex. IB*2.0*737) NOTE: Using will not bring up a Multi-Package build even if it was loaded immediately before this step. It will only bring up the last patch in the build. B. Select the Backup a Transport Global option to create a backup message. You must use this option and specify what to backup; the entire Build or just Routines. It is NOT recommended to use this backup to restore the system as it will NOT restore your system to pre-patch condition. i. At the Installation option menu, select Backup a Transport Global ii. At the Select INSTALL NAME prompt, enter your build IB*2.0*737 iii. When prompted for the following, enter "R" for Routines. Select one of the following: B Build R Routines Enter response: ROUTINE ******************************************************************* * Do NOT expect to be able to use either backup method to restore * * the system. * ******************************************************************* iv. When prompted "Do you wish to secure this message? NO//", press and take the default response of "NO". v. When prompted with "Send mail to: Last name, First Name", press to take default recipient. Add any additional recipients. vi. When prompted with "Select basket to send to: IN//", press and take the default IN mailbox or select a different mailbox. C. You may also elect to use the following options: i. Print Transport Global - This option will allow you to view the components of the KIDS build. ii. 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 of the components of this patch, such as routines, DDs, templates, etc. D. Select the Install Package(s) option and choose the patch to install. i. If prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//", answer NO. ii. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//", answer NO. iii. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//", answer YES. a. When prompted "Enter options you wish to mark as "Out Of Order":", select the following options: Option Name Menu Text ----------- --------- [IBJ MCCR SITE PARAMETERS] MCCR Site Parameter Display/Edit [IBCN INS RPTS] Insurance Reports [IBCNE PAYER EDIT] Payer Edit [IBCN INSURANCE BUFFER PROCESS] Process Insurance Buffer [IBCNE REQUEST INQUIRY] Request Electronic Insurance Inquiry Press the Enter key when you are done selecting options. b. When prompted "Enter protocols you wish to mark as "Out Of Order":", press the Enter key. c. When prompted "Delay Install (Minutes): (0 - 60): 0//", answer 0. Post-Installation Instructions: The Post-Installation routine IBY737PO populates the newly created "BB" cross reference in the PAYER file (#365.12) for the field PAYER NAME (#.01). ***************************************************************** * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * * * DO NOT FORGET: Once the patch has COMPLETED INSTALLATION, * * reschedule the eInsurance Night Process * * [IBCN EINSURANCE NIGHT PROCESS] option if * * you unscheduled it during pre-installation. * * * * Please reschedule this option to run once a day (like you had * * before) for 03:00 am local time. * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this * * option !!! * ***************************************************************** Back-Out/Roll Back Plan: ------------------------ The Backout Procedure of this patch will be performed only with the concurrence and participation of the appropriate VA site/region personnel. The decision to back out the patch will be a joint decision between VA site/region personnel and other appropriate VA personnel. For more information pertaining to the Backout Procedure, please refer to the "IB*2*737 Deployment, Installation, Back-out, and Rollback Guide" document. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 19 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBBDOC Before: B683097 After: B832290 **267,260,286,361,384,404,737** Routine Name: IBBFAPI Before: B44458581 After: B50618175 **267,297,249,317,361,384,404, 516,554,737** Routine Name: IBCNAU Before: B47607723 After: B52017303 **528,664,737** Routine Name: IBCNAU1 Before: B29766474 After: B31112063 **528,664,668,737** Routine Name: IBCNAU2 Before: B45330836 After: B65134242 **528,664,668,737** Routine Name: IBCNAU3 Before: B33376921 After: B63530956 **528,602,664,737** Routine Name: IBCNBAA Before:B168150925 After:B168833033 **82,184,246,416,506,528,668,737** Routine Name: IBCNBAR Before: B92210223 After:B118550190 **82,240,345,413,416,497,528, 554,595,631,687,737** Routine Name: IBCNBLA Before: B69810751 After: B70413282 **82,149,153,184,271,416,506, 601,737** Routine Name: IBCNBLA1 Before:B104276372 After:B112319433 **82,133,149,184,252,271,416, 438,506,528,737** Routine Name: IBCNBLE Before:B108723672 After:B107669630 **82,231,184,251,371,416,435, 452,497,519,516,528,687,737** Routine Name: IBCNBLE1 Before: B41041379 After: B42556307 **184,271,416,435,467,516,601, 668,737** Routine Name: IBCNBLL Before:B161818915 After:B163213409 **82,149,153,183,184,271,345, 416,438,435,506,519,528,549, 601,595,631,664,668,737** Routine Name: IBCNEDE Before: B64564546 After: B62388872 **184,271,300,416,438,497,549, 593,595,621,659,664,668,687, 737** Routine Name: IBCNEDE3 Before: B56996333 After: Delete Routine Name: IBCNEDE7 Before: B32800314 After: B29932356 **271,416,438,497,601,621,668, 702,737** Routine Name: IBCNEDEP Before:B120076097 After:B115792514 **184,271,300,416,438,506,533, 549,601,621,713,737** Routine Name: IBCNEDST Before:B112086592 After:B113137524 **497,506,549,595,659,664,668, 702,737** Routine Name: IBCNEHL3 Before:B172950682 After:B166486902 **300,416,497,506,595,621,602,737** Routine Name: IBCNEHL6 Before: B12205961 After: B12449465 **601,621,737** Routine Name: IBCNEHLQ Before:B108956868 After:B110014752 **184,271,300,361,416,438,467, 497,533,516,601,621,631,737** Routine Name: IBCNEPY Before:B139683010 After:B148827989 **184,416,668,687,732,737** Routine Name: IBCNEQU Before:B183101202 After:B154705853 **184,271,416,438,497,582,601, 631,668,702,732,737** Routine Name: IBCNERP1 Before:B101981008 After:B102557323 **184,271,416,528,549,668,702,737** Routine Name: IBCNERP3 Before:B111414027 After:B110611263 **184,271,416,528,602,702,737** Routine Name: IBCNERP4 Before: B64586092 After: B52497299 **184,271,300,416,528,668,737** Routine Name: IBCNERP6 Before: B98862424 After: B98652368 **184,271,416,528,737** Routine Name: IBCNERP8 Before:B172456077 After:B178441902 **184,271,345,416,506,621,631, 668,687,737** Routine Name: IBCNERP9 Before:B255564694 After:B258166598 **184,271,416,506,528,621,687,737** Routine Name: IBCNERPB Before: B53308747 After: B52910844 **184,252,271,416,528,668,687,737** Routine Name: IBCNERPC Before:B218132590 After:B217813127 **184,252,271,416,528,668,687,737** Routine Name: IBCNERPF Before: B39207512 After: B42384818 **416,528,549,595,668,737** Routine Name: IBCNERPG Before: B57439598 After: B58154493 **416,528,549,595,737** Routine Name: IBCNERPJ Before: B18459117 After: B22355864 **528,668,737** Routine Name: IBCNERPK Before: B9770810 After: B12336862 **528,737** Routine Name: IBCNERPL Before: B21072359 After: B30550991 **528,737** Routine Name: IBCNERPM Before:B137729317 After:B137846345 **664,668,737** Routine Name: IBCNEUT2 Before: B32444423 After: B29461501 **184,416,435,713,737** Routine Name: IBCNICB Before:B147116826 After:B150108434 **413,416,528,549,687,737** Routine Name: IBCNILK Before:B163677420 After:B152660519 **549,713,737** Routine Name: IBCNINSL Before: B22542706 After: B21587882 **664,687,737** Routine Name: IBCNINSU Before: B16025953 After: B16859178 **668,687,713,737** Routine Name: IBJPI2 Before:B127118665 After:B110814828 **184,271,316,416,438,713,737** Routine Name: IBJPI3 Before: B36555839 After: Delete Routine Name: IBJPI4 Before: B54576421 After: Delete Routine Name: IBY737PO Before: n/a After: B5099750 **737** Routine Name: IBY737PR Before: n/a After: B14794865 **737** Routine list of preceding patches: 713, 732 ============================================================================= User Information: Entered By : JR Date Entered : JUN 06, 2022 Completed By: Date Completed: FEB 08, 2023 Released By : Date Released : FEB 09, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT