$TXT Created by at TAS-EINS-DEV.AAC.DOMAIN.EXT (KIDS) on Tuesday, 07/09/24 at 08:25 ============================================================================= Run Date: OCT 17, 2024 Designation: IB*2*794 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #730 Status: Released Compliance Date: NOV 01, 2024 ============================================================================= Associated patches: (v)IB*2*763 <<= must be installed BEFORE `IB*2*794' (v)IB*2*778 <<= must be installed BEFORE `IB*2*794' Subject: MCCF EDI TAS EINSURANCE 28 Category: - Enhancement (Mandatory) - Routine - Data Dictionary - Input Template Description: ============ ************************************************************************** * * * This patch has a 15 day compliance date. * * * ************************************************************************** ************************************************************************** * **IMPORTANT** **IMPORTANT** **IMPORTANT** * * * * DO NOT INSTALL (or queue it to run) between 2:30am and 7:00am local * * time, as this patch modifies routine ^IBCNEDE which updated the * * execution order of night process extracts. Appointment, buffer, EICD * * This is to avoid any unexpected issues. * ************************************************************************** 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) project. 1. The VistA routine ^IBCNEDE was modified to re-order the execution of the electronic Insurance Verification (eIV) extracts that take place nightly. The new order of the extracts are as follows: eIV Appointment extract, Buffer extract, Electronic Insurance Coverage Discovery (EICD) extract. 2. The VistA option 'Process Insurance Buffer' [IBCN INSURANCE BUFFER PROCESS] was modified so that the user can refresh the display by selecting the new action BUFFER REFRESH (BR). This action refreshes the screen to display any additional buffer entries that were added while the user was viewing the buffer within VistA, hide any and entries, all while maintaining the users' existing view and sort selection. 3. The existing report 'eIV Auto Update Report' [IBCNE EIV UPDATE REPORT] was modified to allow multiple ways in which a user may look up a patient at the 'Select Patient' prompt. 4. Modified the 'Patient Policy Information' screen to display the insurance company's main fax number within the following VistA options: 'Patient Insurance Info View/Edit' [IBCN PATIENT INSURANCE], 'View Patient Insurance' [IBCN VIEW PATIENT INSURANCE], and 'Third Party Joint Inquiry' [IBJ THIRD PARTY JOINT INQUIRY]. 5. The VistA option 'Insurance Company Entry/Edit' [IBCN INSURANCE CO EDIT] was modified to allow a user to enter the insurance company's Precertification Portal information. This information is now displayed on the 'Insurance Company Editor' screen within the following VistA options: 'Insurance Company Entry/Edit' [IBCN INSURANCE CO EDIT] and 'View Insurance Company' [IBCN VIEW INSURANCE CO]. 6. Modified the 'Patient Policy Information' screen to display the insurance company's Precertification Portal information within the following VistA options: 'Patient Insurance Info View/Edit' [IBCN PATIENT INSURANCE] 'View Patient Insurance' [IBCN VIEW PATIENT INSURANCE] 'Third Party Joint Inquiry' [IBJ THIRD PARTY JOINT INQUIRY] 'Claims Tracking Edit' [IBT EDIT BI TRACKING ENTRY] 'Claims Tracking Edit' [IBT EDIT HR TRACKING ENTRY] 'Claims Tracking Edit' [IBT EDIT IR TRACKING ENTRY] 'Claims Tracking Edit' [IBT EDIT TRACKING ENTRY] 7. Corrected a display issue related to the VistA option 'Third Party Joint Inquiry' [IBJ THIRD PARTY JOINT INQUIRY]; whereas sometimes the screen did not redisplay the actions properly after a user selected an action and then returned to the main screen. 8. Corrected the line two Package Version Date in routine IBCNOR2. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- ------------------- INSURANCE COMPANY (#36) PRECERTIFICATION PORTAL (#.1331) New 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 ----------- ---- -------------------- N/A Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- IBCNB FAST EXIT Attached to Menu IBCNB LIST ADD Attached to Menu IBCNB LIST BUFFER REFRESH New IBCNB LIST CHECK NAMES Attached to Menu IBCNB LIST COMPLETE VIEW Attached to Menu IBCNB LIST ENTRY SCREEN Attached to Menu IBCNB LIST EPHARMACY VIEW Attached to Menu IBCNB LIST FAILURE VIEW Attached to Menu IBCNB LIST MEDICARE VIEW Attached to Menu IBCNB LIST NEGATIVE VIEW Attached to Menu IBCNB LIST POSITIVE VIEW Attached to Menu IBCNB LIST PROCESS SCREEN Attached to Menu IBCNB LIST REJECT Attached to Menu IBCNB LIST SCREEN MENU Modified IBCNB LIST SORT Attached to Menu IBCNB LIST TRICARE/CHAMPVA VIEW Attached to Menu IBJT CLAIM SCREEN MENU Modified IBJT EDI STATUS MENU Modified IBJT NS VIEW EXP POL MENU Modified IBJT NS VIEW INS CO MENU Modified Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Mod/Delete ------------- ---- ------------------ -------------- IBEDIT INS CO1 INPUT INSURANCE COMPANY (#36) Modified 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: Problem: -------- Resolution: ----------- Test Sites: ----------- Boise VAMC (Boise, ID) Augusta VAMC (Augusta, GA) CW Bill Young VAMC (Bay Pines, FL) Test Sites - SNOW Change Order #: Boise VAMC: CHG0514182 Augusta VAMC: CHG0513784 CW Bill Young VAMC: CHG0513397 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*794 Deployment, Installation, Back-out, IB_2_0_P794_DIBRG.PDF and Rollback Guide IB*2 Electronic Insurance Verification (eIV) IB_2_0_EIV_IIU_TM_P794.PDF and Interfacility Insurance Update (IIU) Technical Manual/Security Guide IB*2 Electronic Insurance Verification (eIV) IB_2_0_EIV_IIU_UG_P794.PDF and Interfacility Insurance Update (IIU) User Guide IB*2 Integrated Billing Version 2 User Manual IB_2_0_UM_P794.PDF IB*2 EDI User Guide IB_2_0_EDI_UG_P794.PDF Patch Installation: ------------------- Pre/Post Installation Overview: To address a display issue related to the VistA option 'Third Party Joint Inquiry' [IBJ THIRD PARTY JOINT INQUIRY], the post install modifies the ENTRY ACTION field (#20) for the following protocols: Running Post-Install Routine: POST^IBY794PO STEP 1 of 1 ------------- The protocol IBJT CLAIM SCREEN MENU in file #101 has been modified The protocol IBJT NS VIEW EXP POL MENU in file #101 has been modified The protocol IBJT NS VIEW INS CO MENU in file #101 has been modified The protocol IBJT EDI STATUS MENU in file #101 has been modified STEP 1 of 1 Complete ------------- POST-Install for IB*2.0*794 Completed. Pre-Installation Instructions: This patch should take less than 5 minutes to install. These options should be disabled during the install: Option Name Menu Text ----------- --------- [IBCN INSURANCE BUFFER PROCESS] Process Insurance Buffer [IBCN INSURANCE CO EDIT] Insurance Company Entry/Edit [IBCN PATIENT INSURANCE] Patient Insurance Info View/Edit [IBCN VIEW INSURANCE CO] View Insurance Company [IBCN VIEW PATIENT INSURANCE] View Patient Insurance [IBCNE EIV UPDATE REPORT] eIV Auto Update Report [IBJ THIRD PARTY JOINT INQUIRY] Third Party Joint Inquiry [IBT EDIT BI TRACKING ENTRY] Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT TRACKING ENTRY] Claims Tracking Edit ************************************************************************** * **IMPORTANT** **IMPORTANT** **IMPORTANT** * * * * DO NOT INSTALL (or queue it to run) between 2:30am and 7:00am local * * time, as this patch modifies routine ^IBCNEDE which updated the * * execution order of night process extracts. Appointment, buffer, EICD * * This is to avoid any unexpected issues. * ************************************************************************** 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*794) 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*794. iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build R Routines Backup Type: B// ******************************************************************* * Do NOT expect to be able to use either backup method to restore * * the system 100% back to its original status. * ******************************************************************* 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 ----------- --------- [IBCN INSURANCE BUFFER PROCESS] Process Insurance Buffer [IBCN INSURANCE CO EDIT] Insurance Company Entry/Edit [IBCN PATIENT INSURANCE] Patient Insurance Info View/Edit [IBCN VIEW INSURANCE CO] View Insurance Company [IBCN VIEW PATIENT INSURANCE] View Patient Insurance [IBCNE EIV UPDATE REPORT] eIV Auto Update Report [IBJ THIRD PARTY JOINT INQUIRY] Third Party Joint Inquiry [IBT EDIT BI TRACKING ENTRY] Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT TRACKING ENTRY] Claims Tracking Edit 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: To address a display issue related to the VistA option 'Third Party Joint Inquiry' [IBJ THIRD PARTY JOINT INQUIRY], the post install modifies the ENTRY ACTION field (#20) for the following protocols: Running Post-Install Routine: POST^IBY794PO STEP 1 of 1 ------------- The protocol IBJT CLAIM SCREEN MENU in file #101 has been modified The protocol IBJT NS VIEW EXP POL MENU in file #101 has been modified The protocol IBJT NS VIEW INS CO MENU in file #101 has been modified The protocol IBJT EDI STATUS MENU in file #101 has been modified STEP 1 of 1 Complete ------------- POST-Install for IB*2.0*794 Completed. 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*794 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 9 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBCNBLL Before:B169206482 After:B176968791 **82,149,153,183,184,271,345, 416,438,435,506,519,528,549, 601,595,631,664,668,737,771, 794** Routine Name: IBCNEDE Before: B62388872 After: B62657454 **184,271,300,416,438,497,549, 593,595,621,659,664,668,687, 737,794** Routine Name: IBCNERPF Before: B71059713 After: B72938933 **416,528,549,595,668,737,763,794** Routine Name: IBCNOR2 Before:B217578270 After:B219288262 **771,778,794** Routine Name: IBCNSC01 Before: B82787157 After: B96228563 **52,137,191,184,232,320,349, 371,399,416,432,494,519,547, 592,608,668,687,713,778,794** Routine Name: IBCNSP0 Before: B46835813 After: B49651688 **28,43,52,85,93,103,137,229, 251,363,371,399,438,458,497, 516,528,778,794** Routine Name: IBY794PO Before: n/a After: B7157651 **794** Routine list of preceding patches: 763, 778 ============================================================================= User Information: Entered By : JR Date Entered : JUN 10, 2024 Completed By: Date Completed: OCT 16, 2024 Released By : Date Released : OCT 17, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT