$TXT Created by LOUCK,KEVIN C at DEVFEX.FO-ALBANY.MED.VA.GOV (KIDS) on Wednesday, 07/28/10 at 15:32 ============================================================================= Run Date: SEP 08, 2010 Designation: DVBA*2.7*148 Package : DVBA - AUTOMATED MED INFO EXCHANGE Priority: Mandatory Version : 2.7 SEQ #137 Status: Released Compliance Date: OCT 09, 2010 ============================================================================= Associated patches: (v)DVBA*2.7*84 <<= must be installed BEFORE `DVBA*2.7*148' Subject: HRC MENU DISTRIBUTION - PHASE II Category: - Routine - Enhancement (Mandatory) Description: ============ I. OVERVIEW The Enterprise System Management (ESM) office has given Compensation and Pension Record Interchange (CAPRI) approval to provide the Health Revenue Center (HRC) First Party Call Center contact representatives with enhancements to the current HRC menu structure. Modifications will include two new menus and additional VistA options for two of the existing HRC menus distributed in patch DVBA*2.7*84 released on 12/22/2006. CAPRI provides local common service access to VistA for HRC CAPRI remote users. The CAPRI Enhancement project will be modifying the current HRC menu structure to support the needs of the HRC First Party Call Center. The HRC First Party Call Center contact representatives handle calls from veterans related to the Consolidated Co-payment Processing Center (CCPC) billing statements. Many of the questions require research using VistA options from several packages including Accounts Receivable, Computerized Patient Record System (CPRS), Integrated Billing, Kernel, Pharmacy and Registration. The HRC needs this information in order to provide 'first call resolution' to veterans. This patch adds options from the Outpatient Pharmacy and Integrated Billing packages to the HRC First Party CC menu. Outpatient Pharmacy and Computerized Patient Record System (CPRS) options will be added to the HRC Pharmacy Menu. It also distributes two new menus called HRC First Party Extended Services and HRC Pharmacy Customer Care Menu. The options found in these menus will be existing VistA options from Accounts Receivable, Computerized Patient Record System (CPRS), Integrated Billing, Outpatient Pharmacy and Registration. II. ASSOCIATED REMEDY TICKETS & NEW SERVICE REQUESTS The following section lists the Remedy tickets and/or New Service Requests associated with this patch. 1. Associated Remedy Ticket(s): ---------------------------------- NONE 2. Associated New Service Request(s): ---------------------------------- NONE III. FUNCTIONAL OVERVIEW The following is an overview of the changes and primary functionality that will be delivered in this patch. 1. Two options from the Outpatient Pharmacy package and one option from the Integrated Billing package will be added to the HRC First Party CC [DVBA HRC MENU] menu. * Medication Profile [PSO P] * View Prescriptions [PSO VIEW] * ECME Billing Events Report [IB ECME BILLING EVENTS] 2. One option from the Outpatient Pharmacy and one option from the Computerized Patient Record System (CPRS) packages will be added to the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY]. * Patient Prescription Processing [PSO LM BACKDOOR ORDERS] * Ward Clerk Menu [OR MAIN MENU WARD CLERK] 3. A new menu, HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC] will be added containing several options from the Outpatient Pharmacy package, an option from the Computerized Patient Record System (CPRS) package, and the HRC First Party CC [DVBA HRC MENU] menu. * HRC First Party CC ... [DVBA HRC MENU] * Medication Profile [PSO P] * View Prescriptions [PSO VIEW] * Ward Clerk Menu [OR MAIN MENU WARD CLERK] 4. A new menu, HRC First Party Extended Services [DVBA HRC MENU EXTENDED SVCS] will be added containing the HRC First Party CC [DVBA HRC MENU] menu and several options from the Registration, Accounts Receivable and Integrated Billing packages. 5. The HRC First Party Extended Services [DVBA HRC MENU EXTENDED SVCS] menu and the HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC] will be available to the HRC user as a secondary menu option. Secondary menu options are available by entering the full or partial menu name or by entering two question marks (??) and selecting the HRC First Party Extended Services [DVBA HRC MENU EXTENDED SVCS] menu or HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC] from the list of options. IV. TECHNICAL COMPONENTS The following section describes the technical components of this patch. 1. The following options will be added to the HRC First Party CC Menu [DVBA HRC MENU]: Medication Profile [PSO P] View Prescriptions [PSO VIEW] ECME Billing Events Report [IB ECME BILLING EVENTS] 2. The following option will be added to the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY]: Patient Prescription Processing [PSO LM BACKDOOR ORDERS] Ward Clerk Menu [OR MAIN MENU WARD CLERK] 3. The HRC First Party Extended Services menu [DVBA HRC MENU EXTENDED SVCS] will be distributed with the following options: HRC First Party CC ... [DVBA HRC MENU] Fugitive Felon Program Main Menu ...[DGFFP FUGITIVE FELON PROGRAM] Manually Change Copay Exemption (Hardships) [IB RX HARDSHIP] Group Parameters [PRCA BIL AGENCY] Statement Parameters [PRCA NOTIFICATION PARAMETERS] Enter Lesser DMC Withholding Amount[PRCA RCDMC LESSER WITHHOLDING] COWC Referral [PRCAC COWC REFER] Re-Establish Bill [PRCAC TR RE-ESTABLISH BILL] Administrative Cost Adjustment [PRCAF ADJ ADMIN] Interest/Admin/Penalty Rates [PRCAF U ADMIN.RATE] Transaction Patient Statement History [RCBD TRANSACTION STMT HISTORY] Receipt Processing [RCDP RECEIPT PROCESSING] Summary SF215 Report [RCDP SUMMARY 215 REPORT] EDI Lockbox ... [RCDPE EDI LOCKBOX MENU] Suspend an AR bill [PRCAC TR SUSPENDED] Debtor Comment Log [PRCA DEBTOR COMMENT] List Of Receipts Report [RCDP LIST OF RECEIPTS REPORT] 4. The HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC] will be distributed with the following options: HRC First Party CC ... [DVBA HRC MENU] Medication Profile [PSO P] View Prescriptions [PSO VIEW] Ward Clerk Menu [OR MAIN MENU WARD CLERK] 5. The HRC First Party Extended Services menu [DVBA HRC MENU EXTENDED SVCS] and HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC] will be available to the HRC users as a secondary menu option until an updated version of the CAPRI GUI application is released. HRC users are assigned one of the existing three HRC menus as their primary menu. When the CAPRI HRC remote user connects to a site through CLAIMS, the HRC user is assigned the HRC menu as their primary menu. The CAPRI GUI application must be modified to recognize the new HRC First Party Extended Services menu and HRC Pharmacy Customer Care Menu and assign this menu as the user's primary menu at the remote site. 6. The following INTEGRATION CONTROL REGISTRATION's (ICR's) have been added or modified. a. Added new ICR #5542 allowing access to additional Order Entry/ Results Reporting options. ICR REFERENCE: 5542 NAME: Ward Clerk Menu Access CUSTODIAL PACKAGE: ORDER ENTRY/RESULTS REPORTING SUBSCRIBING PACKAGE: AUTOMATED MED INFO EXCHANGE The Health Revenue Center (HRC) is using the telnet functionality in the CAPRI application to view patient data across all VistA systems. CAPRI provides local common service to VistA for HRC CAPRI remote users and the HRC needs usage of the following menu option listed in this Integration Control Registration: Ward Clerk Menu [OR MAIN MENU WARD CLERK] USAGE: Controlled Subscription ENTERED: JUN 29,2010 STATUS: Active TYPE: Other DESCRIPTION: The Ward Clerk Menu [OR MAIN MENU WARD CLERK] will be added to the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] option and the new menu, HRC Pharmacy Customer Care Menu [DVBA HRC MENU PHARMACY CC]. The Ward Clerk Menu option will be used by the HRC contact representatives and distributed in patch DVBA*2.7*148. The HRC has provided the following justification for access to the Ward Clerk Menu option: The request for the VistA option Ward Clerk Menu [OR MAIN MENU WARD CLERK] will provide additional functionality to flag renewal requests for provider action. Renewal of prescriptions that have expired or have no refills remaining constitute 26.1% of the calls fielded by the HRC Pharmacy Customer Care Center (PCCC). This type of call cannot be easily resolved by the facility pharmacies, because action on the part of the provider is required. With access to the option, the HRC agent can send a "View Alert" directly to the provider through VistA. The provider will receive the "View Alert" immediately upon being flagged by the HRC agent to ensure prompt attention and resolution of the required prescription renewal. Safeguards are built into the Ward Clerk version of the VistA option not allowing the HRC PCCC agent to discontinue, copy, change or renew a prescription without verification by a facility clinician. CAPRI does recognize provider's credentials, therefore any renewals flagged by HRC agents would not be processed until signed off by the provider. b. Modified ICR #4590 allowing access to additional Accounts Receivable options. ICR RREFERENCE: 4590 NAME: DBIA4589-B CUSTODIAL PACKAGE: ACCOUNTS RECEIVABLE SUBSCRIBING PACKAGE: AUTOMATED MED INFO EXCHANGE Usage of: RCDP BILL PROFILE RCDP CLAIMS MATCH RCDP EXTENDED CHECK/CC SEARCH PRCA PAYMENT TRANS HISTORY PRCAC PROFILE PRCA TRANS HISTORY PRCAY FULL ACCOUNT PROFILE PRCA VEN BIL PRCA ACCOUNT CHECK PRCAC TR SUSPENDED PRCA DEBTOR COMMENT PRCA BILL STATUS LISTING PRCAC TR RE-ESTABLISH BILL PRCA RCDMC LESSER WITHHOLDING RCBD TRANSACTION STMT HISTORY PRCAC COWC REFER PRCAF ADJ ADMIN PRCA NOTIFICATION PARAMETERS RCDP RECEIPT PROCESSING RCDP LIST OF RECEIPTS REPORT RCDP SUMMARY 215 REPORT RCDPE EDI LOCKBOX MENU PRCA BIL AGENCY PRCAF U ADMIN.RATE USAGE: Controlled Subscription ENTERED: FEB 3,2005 STATUS: Active TYPE: Other DESCRIPTION: The Health Revenue Center (HRC) will be using a special telnet feature in CAPRI-Remote to view patient data across all Vista Systems. They need access to the menu options listed in this Integration Agreement (IA) in order to review various records for any given patient. c. Modified ICR #4592 allowing access to additional Registration options. ICR RREFERENCE: 4592 NAME: DBIA4589-D CUSTODIAL PACKAGE: REGISTRATION SUBSCRIBING PACKAGE: AUTOMATED MED INFO EXCHANGE Usage of: DG CO-PAY TEST VIEW TEST DG MEANS TEST VIEW TEST DG REGISTRATION VIEW DG PATIENT INQUIRY DGPRE PRE-REGISTER OPTION DGFFP FUGITIVE FELON PROGRAM USAGE: Controlled Subscription ENTERED: FEB 3,2005 STATUS: Active TYPE: Other DESCRIPTION: The Health Revenue Center (HRC) will be using a special telnet feature in CAPRI-Remote to view patient data across all Vista Systems. They need access to the menu options listed in this Integration Agreement (IA) in order to review various records for any given patient. d. Modified ICR #4594 allowing access to additional Integrated Billing options. ICR RREFERENCE: 4594 NAME: DBIA4589-F CUSTODIAL PACKAGE: INTEGRATED BILLING SUBSCRIBING PACKAGE: AUTOMATED MED INFO EXCHANGE Usage of: IBCN VIEW PATIENT INSURANCE IB MT PROFILE IBJ THIRD PARTY JOINT INQUIRY IB RX INQUIRE IB LIST ALL BILLS FOR PAT IB OUTPUT FULL INQ BY BILL NO IBT OUTPUT CLAIM INQUIRY IB ECME BILLING EVENTS IB RX HARDSHIP USAGE: Controlled Subscription ENTERED: JAN 25,2005 STATUS: Active TYPE: Other DESCRIPTION: The Health Revenue Center (HRC) will be using a special telnet feature in CAPRI-Remote to view patient data across all Vista Systems. They need access to the menu options listed in this Integration Agreement (IA) in order to review various records for any given patient. e. Modified ICR #4595 allowing access to additional Outpatient Pharmacy options. ICR REFERENCE: 4595 NAME: DBIA4589-G CUSTODIAL PACKAGE: OUTPATIENT PHARMACY SUBSCRIBING PACKAGE: AUTOMATED MED INFO EXCHANGE Usage of: PSOCP RESET COPAY STATUS PSO P PSO VIEW PSO LM BACKDOOR ORDERS USAGE: Controlled Subscription ENTERED: FEB 10,2005 STATUS: Active DURATION: Till Otherwise Agr TYPE: Other DESCRIPTION: The Health Revenue Center (HRC) will be using a special telnet feature in CAPRI-Remote to view patient data across all Vista Systems. They need access to the menu options listed in this Integration Agreement (IA) in order to review various records for any given patient. HRC First Party Call Center contact representatives will use the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] option to handle calls from veterans related to the Consolidated Co-payment Processing Center (CCPC) billing statements. The menu option will be available through the CAPRI application, which provides local common service to VistA for HRC CAPRI remote users. Users of the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] option will typically be licensed and registered personnel (i.e. pharmacists and pharmacy technicians). NOTES ====================================================================== * The Reset Copay Status/Cancel Charges [PSOCP RESET COPAY STATUS] option may be used to change the patient's Copay. * Pharmacy Benefits Management endorses the addition of the Patient Prescription Processing [PSO LM BACKDOOR ORDERS] to the HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] menu option, with the understanding that HRC users will not use the option to alter existing Outpatient Pharmacy records. V. SOFTWARE AND DOCUMENTATION RETRIEVAL 1. Software a. The VistA software patch (DVBA*2.7*148) is being distributed as a PackMan patch message through the National Patch Module (NPM). The KIDS build for this patch is DVBA*2.7*148. 2. User Documentation a. The user documentation for this patch may be retrieved directly using FTP. The preferred method is to FTP the files from: download.vista.med.va.gov This transmits the files from the first available FTP server. Sites may also elect to retrieve software directly from a specific server as follows: OI&T FIELD OFFICE FTP ADDRESS DIRECTORY ----------------- ----------- --------- Albany ftp.fo-albany.med.va.gov [anonymous.software] Hines ftp.fo-hines.med.va.gov [anonymous.software] Salt Lake City ftp.fo-slc.med.va.gov [anonymous.software] The following files will be available: File Name Format Description --------- ------ ----------- DVBA_27_P148_RN.PDF BINARY Release Notes Documentation may also be retrieved from the VistA Documentation Library (VDL) on the Internet at the following address. This web site is usually updated within 1-3 days of the patch release date. http://www4.va.gov/vdl/application.asp?appid=133 VI. INSTALLATION REQUIREMENTS/NOTES The following section provides pre-installation notes and requirements for installing the software. 1. Users On the System a. CAPRI GUI Users - This patch may be installed while users are running the CAPRI GUI. b. VistA Users - This patch may be installed with users on the system, but should be loaded during non-peak hours to minimize disruption to users and to reduce the possibility of errors when the routines and file entries are updated. c. VistA Options - It is suggested that the following (2) VistA HRC menu options be disabled while installing this patch. HRC First Party CC [DVBA HRC MENU] HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] 2. Software Installation Time a. The estimated installation time is less than 5 minutes during off peak hours. 3. Required Builds a. The following is a list of REQUIRED builds for this KIDS software distribution. KIDS will not allow the installation of this patch without their prior installation. Required Build(s): ------------------ DVBA*2.7*84 VII. INSTALLATION INSTRUCTIONS The following section provides the steps for installing the software. 1. Use the INSTALL/CHECK MESSAGE option on the PackMan menu to unload the KIDS distribution included with this message. 2. From the 'Kernel Installation & Distribution System' menu, select the Installation menu. 3. From the 'Installation' menu, you may now select the following options prior to installing the patch. NOTE: Running the following options is OPTIONAL. When prompted for the install name, enter DVBA*2.7*148. a. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. b. Print Transport Global - this option will allow you to view the components of the KIDS build. c. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when the patch is installed. It compares all components of the patch (routines, DDs, templates, etc.). d. Backup a Transport Global - This option will create a backup message of any routines exported with the patch. It will NOT backup any changes such as DDs or templates. 4. To install the patch, from the 'Installation' menu select the Install Package(s) option and select package DVBA*2.7*148. 5. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//', respond NO. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', answer NO. 7. When prompted to 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', answer YES and select the following options: HRC First Party CC [DVBA HRC MENU] HRC Pharmacy Menu [DVBA HRC MENU PHARMACY] 8. NOTE: Pre/Post-init routine DVBA2848 is a temporary routine used as part of the pre/post-install process and will be automatically deleted by KIDS after patch installation. However, in some cases Cache doesn't always delete the routine. You may delete it manually if you discover this at your site. VIII. TEST SITES The following sites participated in the testing of the DVBA*2.7*148 software. Test Sites ---------- * VA North Texas Health Care System * Central Texas Veterans Health Care System * South Texas Veterans Health Care System * Health Revenue Center Routine Information: ==================== The second line of each of these routines now looks like: ;;2.7;AMIE;**[Patch List]**;Apr 10, 1995;Build 11 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: DVBA2848 Before: n/a After: B17128243 **148** ============================================================================= User Information: Entered By : LOUCK,KEVIN Date Entered : AUG 20, 2009 Completed By: DELACRUZ,KRISTINA Date Completed: SEP 07, 2010 Released By : FRANCE,KATHI Date Released : SEP 08, 2010 ============================================================================= Packman Mail Message: ===================== $END TXT