$TXT Created by at MNTVBB.DOMAIN.EXT (KIDS) on Monday, 05/19/14 at 15:57 ============================================================================= Run Date: OCT 30, 2014 Designation: FB*3.5*151 Package : FB - FEE BASIS Priority: Mandatory Version : 3.5 SEQ #129 Status: Released Compliance Date: NOV 29, 2014 ============================================================================= Associated patches: (v)FB*3.5*32 <<= must be installed BEFORE `FB*3.5*151' (v)FB*3.5*108 <<= must be installed BEFORE `FB*3.5*151' Subject: RETAIN HISTORICAL DATA ENHANCEMENT Category: - Enhancement (Mandatory) - Data Dictionary - Routine - Other Description: ============ This is the first of two Fee Basis patches for the VistA Fee Separation of Duties project. This patch enhances Fee Basis to retain historical data for selected fields in order to maintain complete records on actions for accounting, information integrity and control. The second patch, FB*3.5*154, will be released at a later time and it contains enhancements to enforce separation of duties. Patch FB*3.5*151 will enhance the Fee Basis package as follows: 1. RETAIN DATE OF REQUEST FOR ADDITIONAL INFORMATION LETTER This patch adds the DATE REQ INFO SENT (#19.6) field to the FEE BASIS UNAUTHORIZED CLAIMS (#162.7) file. This field contains the most recent date a request for additional information letter was sent for the claim. This field is automatically populated by the software when letters are generated and when the Update Date Letter Sent [FBUC UPDATE DATE LETTER SENT] option is used. The field will not reflect activity that occurred prior to installation of the patch. 2. AUDIT VALUE OF 13 DATA FIELDS FOR UNAUTHORIZED CLAIMS This patch enhances the software to maintain a history of changes to the value of thirteen fields in the FEE BASIS UNAUTHORIZED CLAIMS (#162.7) file. The system will retain the date and time of the change, the old value, the new value, and the person that made the change. Once the patch is installed the system will retain this information for the following fields: STATUS (#24) DISPOSITION (#10) DATE CLAIM RECEIVED (#.01) DATE REQ INFO SENT (#19.6) DATE VALID CLAIM RECEIVED (#7) DATE OF DISPOSITION (#11) REOPEN CLAIM DATE (#21) NOTICE OF DISAGREEMENT RECV'D (#50) STATEMENT OF THE CASE ISSUED (#51) DATE SUBSTANTIVE APPEAL RECV'D (#52) DATE APPEAL DISPOSITIONED (#53) DATE APPEALED TO COVA (#54) DATE COVA APPEAL DISPOSITIONED (#55) 3. MODIFY DISPLAY UNAUTHORIZED CLAIM OPTION This patch modifies the Display Unauthorized Claim [FBUC DISPLAY UNAUTHORIZED] option to optionally show historical data. After a claim has been selected the option will either state there is no historical audit data for the claim or it will ask 'Show historical audit data? NO//'. If the user responds YES to the question the output will include a new section that displays all changes to the value of the thirteen monitored fields since installation of this patch. An example of the new output section follows: < HISTORICAL AUDIT DATA (since patch FB*3.5*151)> CHANGED DATE/TIME: MAR 12, 2014@14:13:18 FIELD: NOTICE OF DISAGREEMENT RECV'D NEW VALUE: MAR 12, 2014 CHANGED BY: FEECLERK,FIRST A CHANGED DATE/TIME: MAR 12, 2014@14:13:19 FIELD: STATUS OLD VALUE: DISPOSITIONED NEW VALUE: APPEAL/NOTICE OF DISAGREE RECV CHANGED BY: FEECLERK,FIRST A 4. AUDIT VALUE OF 5 DATA FIELDS FOR AUTHORIZATIONS This patch enhances the software to maintain a history of changes to the value of five fields in the AUTHORIZATION multiple of the FEE BASIS PATIENT (#161) file. The system will retain the date and time of the change, the old value, the new value, and the person that made the change. Once the patch is installed the system will retain this information for the following fields: FROM DATE (#.01) TO DATE (#.02) DISCHARGE TYPE (#.06) PURPOSE OF VISIT CODE (#.07) TREATMENT TYPE CODE (#.095) 5. ADD HISTORICAL AUTHORIZATION DATA REPORT This patch adds a new menu option called Historical Authorization Data Report [FBAA AUTH DATA AUDIT RPT]. The option displays the current authorization data and the historical audit data for an authorization. The historical audit data displays all changes to the value of the five monitored fields since installation of this patch. This option is located on the Outputs Main Menu [FBAA OUTPUTS MENU] under the Medical Fee Main Menu [FBAA MEDICAL MAIN MENU]. An example of the new report follows: Historical Authorization Data Report MAR 13, 2014@15:11:09 Patient: FEEPATIENT,FEE C Pt.ID: 000-00-5401 Current Authorization Data: FROM DATE: MAR 13, 2014 TO DATE: APR 15, 2014 FEE PROGRAM: OUTPATIENT PRIMARY SERVICE AREA: ALBANY PURPOSE OF VISIT CODE: OPT - SC 50% OR MORE TREATMENT TYPE CODE: SHORT TERM FEE STATUS PATIENT TYPE CODE: MEDICAL ACCIDENT RELATED (Y/N): NO POTENTIAL COST RECOVERY CASE: NO CLERK: PRINT AUTHORIZATION (Y/N): Y Historical Audit Data (since patch FB*3.5*151): CHANGED DATE/TIME: MAR 13, 2014@15:09:12 FIELD: FROM DATE NEW VALUE: MAR 13, 2014 CHANGED BY: FEECLERK,FIRST CHANGED DATE/TIME: MAR 13, 2014@15:09:50 FIELD: TO DATE NEW VALUE: APR 12, 2014 CHANGED BY: FEECLERK,FIRST CHANGED DATE/TIME: MAR 13, 2014@15:09:50 FIELD: PURPOSE OF VISIT CODE NEW VALUE: OPT - SC 50% OR MORE CHANGED BY: FEECLERK,FIRST CHANGED DATE/TIME: MAR 13, 2014@15:09:50 FIELD: TREATMENT TYPE CODE NEW VALUE: SHORT TERM FEE STATUS CHANGED BY: FEECLERK,FIRST CHANGED DATE/TIME: MAR 13, 2014@15:10:55 FIELD: TO DATE OLD VALUE: APR 12, 2014 NEW VALUE: APR 15, 2014 CHANGED BY: FEECLERK,FIRST Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- FEE BASIS PATIENT (#161) FROM DATE (#.01) Cross-reference AUTHORIZATION multiple TO DATE (#.02) Cross-reference DISCHARGE TYPE (#.06) Cross-reference PURPOSE OF VISIT CODE Cross-reference (#.07) TREATMENT TYPE CODE Cross-reference (#.095) DATA AUDIT (#293) New FEE BASIS UNAUTHORIZED DATE CLAIM RECEIVED Cross-reference CLAIMS (#162.7) (#.01) DATE VALID CLAIM RECEIVED Cross-reference (#7) DISPOSITION (#10) Cross-reference DATE OF DISPOSITION (#11) Cross-reference DATE LETTER SENT (#19.5) Cross-reference DATE REQ INFO SENT (#19.6) New REOPEN CLAIM DATE (#21) Cross-reference STATUS (#24) Cross-reference NOTICE OF DISAGREEMENT Cross-reference RECV'D (#50) STATEMENT OF THE CASE Cross-reference ISSUED (#51) DATE SUBSTANTIVE APPEAL Cross-reference RECV'D (#52) DATE APPEAL DISPOSITIONED Cross-reference (#53) DATE APPEALED TO COVA Cross-reference (#54) DATE COVA APPEAL Cross-reference DISPOSITIONED (#55) DATA AUDIT (#293) New Forms Associated: N/A Mail Groups Associated: N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- FBAA AUTH DATA AUDIT RPT Routine New FBAA OUTPUTS MENU Menu Use as Link Protocols Associated: N/A Security Keys Associated: N/A Templates Associated: N/A Additional Information: N/A New Service Requests (NSRs): ---------------------------- 20090309 Emergency Patch VistA Fee - Separation of Duties - Assignment of Keys Patient Safety Issues (PSIs): N/A ----------------------------- Remedy Ticket(s) & Overview: N/A ---------------------------- Test Sites: ---------- Aleda E. Lutz VA Medical Center, Saginaw (Medium) Wilkes-Barre VA Medical Center (Large) VA Maryland Health Care System (Integrated) 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. Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ Title File Name FTP Mode ----------------------------------------------------------------------- Fee Basis User Manual FEE3_5_UM_R1014.PDF (binary) Fee Basis Technical Manual FEE3_5_TM_R1014.PDF (binary) Patch Installation: Pre/Post Installation Overview: ------------------------------- The post install routine automatically recompiles any compiled input templates which reference one or more of the following fields in the AUTHORIZATION multiple of the FEE BASIS PATIENT (#161) file: FROM DATE (#.01) TO DATE (#.02) DISCHARGE TYPE (#.06) PURPOSE OF VISIT CODE (#.07) TREATMENT TYPE CODE (#.095) Just the FBAA AUTHORIZATION input template will be recompiled at a site with no local modifications and no locally developed software. Pre-Installation Instructions: ------------------------------ There are no pre-installation instructions for this patch. 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. If installed during the normal workday, it is recommended that the following selection in the OPTION (#19) file be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. Enter Authorization [FBAA ENTER AUTHORIZATION] Installation Instructions: -------------------------- 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 options. When prompted for the INSTALL NAME enter the patch #(ex. FB*3.5*151): 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 DDs 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, DDs, 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. 5. When prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? NO//' answer NO unless your system does not do this in a nightly TaskMan process. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' answer NO. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//' answer YES if installing during work hours. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following option: Enter Authorization [FBAA ENTER AUTHORIZATION] When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' answer 0. Post-Installation Instructions: ------------------------------- 9. (Optional) Delete the FBXIP151 install routine. Routine FBXIP151 is a post install routine that is invoked when the patch is installed. Routine FBXIP151 can be deleted after a successful installation. Routine Information: ==================== The second line of each of these routines now looks like: ;;3.5;FEE BASIS;**[Patch List]**;JAN 30, 1995;Build 14 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: FBAAAUD Before: n/a After: B5207373 **151** Routine Name: FBAAAUDR Before: n/a After: B6423644 **151** Routine Name: FBSHAUT Before: B73848186 After: B76425162 **13,108,151** Routine Name: FBUCAUD Before: n/a After: B6338424 **151** Routine Name: FBUCDIS Before: B16705793 After: B20964227 **32,151** Routine Name: FBXIP151 Before: n/a After: B1135179 **151** Routine list of preceding patches: 32, 108 ============================================================================= User Information: Entered By : Date Entered : DEC 09, 2013 Completed By: Date Completed: OCT 09, 2014 Released By : Date Released : OCT 30, 2014 ============================================================================= Packman Mail Message: ===================== $END TXT