============================================================================= Run Date: MAR 24, 2014 Designation: DG*5.3*858 Package : DG - REGISTRATION Priority: EMERGENCY Version : 5.3 SEQ #777 Status: Released Compliance Date: MAR 27, 2014 ============================================================================= Associated patches: (v)DG*5.3*536 <<= must be installed BEFORE `DG*5.3*858' (v)DG*5.3*624 <<= must be installed BEFORE `DG*5.3*858' (v)DG*5.3*658 <<= must be installed BEFORE `DG*5.3*858' (v)DG*5.3*797 <<= must be installed BEFORE `DG*5.3*858' (v)DG*5.3*834 <<= must be installed BEFORE `DG*5.3*858' (v)DG*5.3*841 <<= must be installed BEFORE `DG*5.3*858' Subject: DISCONTINUE ANNUAL MEANS TEST RENEWAL Category: - Routine - Enhancement () - Data Dictionary Description: ============ ***************************************************************************** Note: This patch is an emergency released with a 72-hour compliance. This patch is being released in support of the Enrollment System (ES) Discontinue Annual Means Test Renewal project. DG*5.3*858 (Registration) is being released along with IVM*2*154 (Income Verification Match), EAS*1*106 (Enrollment Application System), DGBT*1*24 (Beneficiary Travel), and IB*2*385 (Integrated Billing) in host file: DG_53_P858.KID. It is imperative that these patches be installed no later than the compliance date. Your understanding and support is appreciated. ***************************************************************************** The Health Eligibility Center (HEC) requested modifications to the Enrollment System (ES) and VistA Registration, Enrollment and Eligibility (VistA REE) software to support the requirements of the Discontinue Annual Means Test Renewal project. This patch modifies the Registration v5.3 application as described below: 1. A Means Test (MT) stub record with a status = Required shall be created as follows: - When a person is subject to a MT and there is no MT on file. - When a person is subject to MT and latest Primary MT on file is status = No Longer Required and more than 1 year old. - When a person is subject to MT and latest Primary MT on file is more than 1 year old as of the "VFA Start Date" (Veterans Financial Assessment) of January 1, 2013 and MT Status is MT Copay Exempt, GMT (Geographical Means Test) Copay Required, or Pending Adjudication (where the GMT Threshold is greater than the MT Threshold). 2. The search for a person will no longer display a MT alert if a person is subject to MT and the latest primary MT is less than 1 year old as of the VFA Start Date of January 1, 2013 and MT Status = MT Copay Exempt, GMT Copay Required, MT Copay Required, or Pending Adjudication. 3. The search for a person shall display a Means Test alert as follows: - When a person is subject to MT and there is no MT on file. - When a person is subject to MT and latest Primary MT on file is status = Required. - When a person is subject to MT and latest Primary MT on file is more than 1 year old as of the "VFA Start Date" of January 1, 2013 and MT Status is MT Copay Exempt, GMT Copay Required, or Pending Adjudication (where the GMT Threshold is greater than the MT Threshold). 4. If a Veterans Means Test status = Required the following alert will display: *** Patient Requires a Means Test *** Primary Means Test Required from (MAY 22, 2012) Note: This alert will not display if there is no stub record in VistA. 5. VistA shall continue to allow the user to add a new Means Test if there is no Means Test on file for the current income year, and the Veteran is subject to Means Testing. 6. An added test will become effective immediately, regardless of the age of the current Primary Means Test. 7. An added test will become effective immediately, regardless of the impact to the Veterans Enrollment Priority and/or Means Test Copay status. 8. VistA shall not allow a user to add a new Means Test if a Veteran is subject to a Means Test and a Means Test exists for the current income year. 9. A user can adjudicate a Means Test for up to 1 year from the effective date of the test if a Means Test status = Pending Adjudication. 10. A user must add a new Means Test if adjudicating the test is desired and the Means Test is Pending Adjudication and is more than 1 year old from the effective date of the test. 11. If a user attempts to adjudicate a Means Test that is more than 1 year old, a prompt will display directing them to use the Add a New Means Test option. 12. A Means Test can only be completed within 1 year of the date the stub test was created. If a user tries to complete a required Means Test and the date of test is more than 1 year in the past, a prompt will display to the user directing them to add a New Means Test. 13. VistA shall allow a Means Test to be edited for 1 year from the Means Test Effective Date. 14. VistA shall display a prompt directing the user to the add a New Means Test option if they attempt to edit an existing Means Test that is more than a year older than the Means Test Effective Date. 15. A hardship can only be added during the current income year of the Means Test. Patch Components: ================= Files & Fields Associated: -------------------------- The following is a list of files included in this patch: UP SEND DATA DATE SEC. COMES SITE RSLV FILE # NAME DD CODE W/FILE DATA PTS -------------------------------------------------------------------- 43 MAS PARAMETERS YES No No N/A N/A The following is a list of fields included in this patch: Field Name (Number) File Name (Number) ------------------- ------------------ VFA START DATE (#1205) MAS PARAMETERS (#43) Set to January 1, 2013. Sites should NOT edit this field. Forms Associated: ----------------- N/A Mail Groups Associated: ----------------------- N/A Options Associated: ------------------- N/A Protocols Associated: --------------------- N/A Security Keys Associated: ------------------------- N/A Templates Associated: --------------------- The following is a list of templates included in this patch: Template Name Type File Name (Number) ------------- ---- ------------------ N/A New Service Request (NSRs): --------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Remedy Ticket(s) & Overview: ---------------------------- N/A Test Sites: ----------- Boise VAMC, ID Chillicothe VAMC, OH VA North Texas HCS, TX 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.domain.ext/. 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.domain.ext Hines ftp.domain.ext Salt Lake City ftp.domain.ext The documentation will be in the form of Adobe Acrobat files. The following files should be downloaded in the binary FTP mode. Filename Description -------- ----------- DG_5_3_P858_REG_UM.PDF Revised PIMS V. 5.3 Registration Menu User Manual DG_5_3_P858_MTS_UM.PDF Revised PIMS V. 5.3 Means Test Supervisor Menu Manual Documentation can also be found on the VA Software Documentation Library at: http://www.domain.ext/vdl/ =================== PRE-INSTALLATION INSTRUCTIONS ==================== If any of the following menu options are scheduled to run as background jobs, they should be permanently unscheduled as a PRE-INSTALL step: Background print job for EAS MT Letters [EAS MT LETTER BIG PRINT] Background search for MT Anniversary dates [EAS MT LETTERS BG SEARCH] Daily Means Test Expiration Report [EAS MT EXPIRATION BG PRINT] ====================================================================== Patch Installation: =================== Installation Instructions: -------------------------- This patch may be run with users on the system, however because the Registration options need to be placed out of order, we suggest it be installed after business hours. This patch takes less than 2 minutes to install. The following options should be disabled during installation: Register a Patient [DG REGISTER PATIENT] Load/Edit Patient Data [DG LOAD PATIENT DATA] Add a New Means Test [DG MEANS TEST ADD] Adjudicate a Means Test [DG MEANS TEST ADJUDICATE] Complete a Required Means Test [DG MEANS TEST COMPLETE] Edit an Existing Means Test [DG MEANS TEST EDIT] Hardships [DGMTH HARDSHIPS] Beneficiary Travel Menu [DGBT BENE TRAVEL MENU] Claim Enter/Edit [DGBT BENE TRAVEL SCREEN] View of Claim [DGBT BENE TRAVEL VIEW] BT Alternate Income Enter/Edit [DGBT ALTERNATE INCOME] Print/Verify Patient Exemption Status [IB RX PRINT VERIFY EXEMP] Letters to Exempt Patients [IB RX PRINT EX LETERS] Reprint Single Income Test Reminder Letter [IB RX REPRINT REMINDER] MAS Parameter Entry/Edit [DG PARAMETER ENTRY] IVM Financial Query [IVM FINANCIAL QUERY] 1. OBTAIN PATCHES ============== Obtain the host file DG_53_P858.KID, which contains the following five patch installs: DG*5.3*858 EAS*1.0*106 IVM*2.0*154 DGBT*1*24 IB*2.0*385 Sites can retrieve VistA software from the following FTP addresses. The preferred method is to FTP the files from: download.vista.domain.ext 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.domain.ext Hines ftp.domain.ext Salt Lake City ftp.domain.ext The DG_53_P858.KID host file is located in the directory. Use ASCII Mode when downloading the file. 2. From the Installation menu, select the LOAD A DISTRIBUTION option. When prompted for "Enter a Host File:", enter the full directory path where you saved the host file DG_53_P858.KID (e.g., SYS$SYSDEVICE:[ANONYMOUS]DG_53_P858.KID). When prompted for "OK to continue with Load? NO//", enter "YES." The following will display: Loading Distribution... DG*5.3*858 EAS*1.0*106 IVM*2.0*154 DGBT*1*24 Build IB*2.0*385 has an Environmental Check Routine Want to RUN the Environment Check Routine? YES// YES IB*2.0*385 Will first run the Environment Check Routine, IB20P385 Use INSTALL NAME: DG*5.3*858 to install this distribution. 3. RUN OPTIONAL INSTALLATION OPTIONS FOR MULTI-BUILD: ================================================== From the Installation menu, you may select to use the following options (when prompted for the INSTALL NAME, enter DG*5.3*858): 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. INSTALL MULTI-BUILD: ==================== This is the step to start the installation of this KIDS build. This will need to be run for DG*5.3*858 multi-build. a. Choose the Install Package(s) option to start the install. b. When prompted for the "Select INSTALL NAME:", enter DG*5.3*858. c. When prompted "Want KIDS to INHIBIT LOGONs during the install? NO//" enter NO. d. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//" enter YES. e. When prompted "Enter options you wish to mark as 'Out Of Order':" enter the following options: Register a Patient [DG REGISTER PATIENT] Load/Edit Patient Data [DG LOAD PATIENT DATA] Add a New Means Test [DG MEANS TEST ADD] Adjudicate a Means Test [DG MEANS TEST ADJUDICATE] Complete a Required Means Test [DG MEANS TEST COMPLETE] Edit an Existing Means Test [DG MEANS TEST EDIT] Hardships [DGMTH HARDSHIPS] Beneficiary Travel Menu [DGBT BENE TRAVEL MENU] Claim Enter/Edit [DGBT BENE TRAVEL SCREEN] View of Claim [DGBT BENE TRAVEL VIEW] BT Alternate Income Enter/Edit [DGBT ALTERNATE INCOME] Print/Verify Patient Exemption Status [IB RX PRINT VERIFY EXEMP] Letters to Exempt Patients [IB RX PRINT EX LETERS] Reprint Single Income Test Reminder Letter [IB RX REPRINT REMINDER] MAS Parameter Entry/Edit [DG PARAMETER ENTRY] IVM Financial Query [IVM FINANCIAL QUERY] f. When prompted "Enter protocols you wish to mark as 'Out Of Order':" enter . g. When prompted "Delay Install (Minutes): (0-60): 0//" 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. h. When prompted "Device: Home//" respond with the correct device. =================== POST-INSTALLATION INSTRUCTIONS ==================== The post-install routine for patch DG*5.3*858 is automatically deleted. The post-install routine for patch EAS*1.0*106 will disable all the menu options for Means Test letters and expiration reports. Please note that patch EAS*1*106 will remove the Automated Means Test Letter Menu [EAS MT AUTO LETTERS MENU] from all menus the users currently hold however, any sub-menus or individual options added to menus will not be removed. Sub-menus or individual options may be removed by the site. The post-install routine for patch EAS*1.0*106 is automatically deleted. The post install routine IB20P385 may be deleted from the system if the post-install process has completed. ======================================================================== Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DG53858P Before: n/a After: B233052 **858** Routine Name: DGMTCOR Before: B36016297 After: B36225262 **21,45,182,290,305,330,344, 495,564,773,840,858** Routine Name: DGMTCOU1 Before: B13494520 After: B13152902 **33,45,54,335,358,401,436,445, 564,840,858** Routine Name: DGMTE Before: B25460516 After: B27294301 **33,45,182,344,332,433,624,858** Routine Name: DGMTEO Before: B9712187 After: B13226436 **33,45,182,456,858** Routine Name: DGMTHL1 Before: B63428065 After: B64633533 **182,456,536,858** Routine Name: DGMTR Before: B68219377 After: B70325698 **45,93,114,137,141,147,177, 182,146,305,326,314,344,402, 426,456,495,672,688,773,840, 841,858** Routine Name: DGMTR1 Before: B32321945 After: B32852422 **182,344,433,456,564,688,840,858** Routine Name: DGMTU Before: B56759132 After: B55660004 **4,33,182,277,290,374,358,420, 426,411,332,433,456,476,519, 451,630,783,799,834,858** Routine Name: DGMTU4 Before: B68178462 After: B73029877 **182,267,285,347,454,456,476, 610,658,858** Routine Name: DGRPC2 Before: B70981451 After: B71389194 **45,69,108,121,205,218,342, 387,470,467,489,505,507,528, 451,564,570,657,688,780,797, 858** Routine list of preceding patches: 536, 624, 658, 797, 834, 841 ============================================================================= User Information: Entered By : Date Entered : AUG 14, 2012 Completed By: Date Completed: FEB 24, 2014 Released By : Date Released : MAR 24, 2014 ============================================================================= Packman Mail Message: ===================== No routines included