$TXT Created by at MNTVBB.DOMAIN.EXT (KIDS) on Wednesday, 12/30/15 at 11:27 ============================================================================= Run Date: MAY 16, 2016 Designation: FB*3.5*165 Package : FB - FEE BASIS Priority: Mandatory Version : 3.5 SEQ #139 Status: Released Compliance Date: JUN 16, 2016 ============================================================================= Associated patches: (v)FB*3.5*132 <<= must be installed BEFORE `FB*3.5*165' Subject: FIX STATUS OF OLD PAYMENTS AND ENHANCE REJECT REPORT Category: - Enhancement (Mandatory) - Routine Description: ============ This patch deletes inappropriate reject flags from old payments. This patch removes old payments with payment confirmation or cancellation data from in-process batches. This patch enhances the Print Rejected Payment Items report. Background: Currently, old payment entries which are flagged as rejected even though they have instead been paid or had their payments cancelled, cause problems keeping track of actual rejected payments. Users are unable to clean-up these old records through Fee Basis options and in some cases the obligations are no longer available for posting. This causes the Print Rejected Payment Items report to be useless at many sites because it lists all rejected payments and there are many pages of very old rejected payments. In addition, sites may have re-initiated some of the actually paid payment lines into new batches for resubmission to Central Fee for payment. Discrepancies with old rejects make it harder for sites to keep track of payments that need to be reprocessed. This could result in providers not being paid in a timely manner and thus in providers refusing to treat veterans where the VA is the payer. Detailed descriptions of the enhancements follow: 1. Delete Inappropriate Reject Flags When this patch is installed, a post install routine will delete the inappropriate reject flag from old payments with payment confirmation or cancellation data. Payment line items in the following files or sub-files are examined: SERVICE PROVIDED sub-file of the FEE BASIS PAYMENT (#162) file. These are outpatient and inpatient ancillary payments. TRAVEL PAYMENT DATE sub-file of the FEE BASIS PAYMENT (#162) file. These are veteran reimbursements for travel. PRESCRIPTION NUMBER sub-file of the FEE BASIS PHARMACY INVOICE (#162.1) file. These are prescription payments. FEE BASIS INVOICE (#162.5) file. These are inpatient payments for civil hospital and community nursing home invoices. The reject flag is deleted from payments that have payment confirmation or payment cancellation data if the current batch status is vouchered and at least one of the following three dates is prior to the compliance date of patch FB*3.5*132 which is March 7, 2013. o DATE FINALIZED for the batch o DATE PAID for the payment line o CANCELLATION DATE for the payment line Since these are older payments the post install does not attempt to update the IFCAP 1358 obligation when a reject flag is deleted from a payment line. Sites that have purged batches may find that many of the inappropriate reject flags are not deleted because the batch status is not vouchered. No further action needs to be taken in this case because the payments are not listed on the Print Rejected Payment Items report and they cannot be re-initiated into a new batch. 2. Remove Confirmed/Cancelled Payments from batches that have not yet been transmitted When this patch is installed, a post install routine will remove old payments with payment confirmation or cancellation data from payment batches that have not yet been transmitted. The payment data is retained and still available on reports. However the payment is no longer associated with a batch in a similar manner as payments whose batch has been purged. All four payment batch types are processed. Batches with a current status of TRANSMITTED, CENTRAL FEE ACCEPTED, or VOUCHERED are skipped. Only payments that have a DATE PAID or CANCELLATION DATE that is prior to March 7, 2013 are removed from a batch. For the outpatient and ancillary payment batches, payment lines with DATE PAID prior to January 7, 2011 are only removed if a check number is also stored as additional confirmation of the payment. 3. Enhance the Print Rejected Payment Items report This patch enhances the Print Rejected Payment Items report to exclude payments transmitted prior to a user-specified date. The report line which prints the batch number, the voucher date and the voucherer is also modified to accommodate a 7-digit batch number. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A Forms Associated: Form Name File # 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 ------------- -------------------- N/A Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Additional Information: N/A New Service Requests (NSRs): ---------------------------- N/A Patient Safety Issues (PSIs): ----------------------------- N/A Remedy Ticket(s) & Overview: ---------------------------- N/A Test Sites: ---------- CENTRAL PLAINS HCS SAGINAW, MI WILKES BARRE, PA Documentation Retrieval Instructions: ------------------------------------- Updated documentation describing the new functionality introduced by this patch is available. The preferred method is to retrieve files from download.vista.domain.ext. This transmits the files from the first available server. Sites may also elect to retrieve files directly from a specific server. Sites may retrieve the documentation directly using Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: domain.ext Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ Title File Name SFTP Mode ----------------------------------------------------------------------- Fee Basis User Manual FEE3_5_UM_R0516.PDF (binary) Fee Basis Technical Manual FEE3_5_TM_R0516.PDF (binary) Patch Installation: Pre/Post Installation Overview: ------------------------------- This patch contains post install routines that delete inappropriate reject flags from payments and removes confirmed payments from in-process batches. The post install routines can be manually deleted after the patch is installed. 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 15 minutes to install. The following menu option should be disabled during the install: Print Rejected Payment Items [FBAA REJECT PRINT] 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*165): 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 INHIBIT LOGONs during the install? NO//' answer NO. 6. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//' answer YES. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: Print Rejected Payment Items [FBAA REJECT PRINT] When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . 7. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Post-Installation Instructions: ------------------------------- 8. (Optional) After the installation, to verify that the conversion executed correctly, one can invoke a report which will display traits of payment lines that were removed from in-process batches. The batch's ID and status are also displayed. As the report only has temporary interest, it is not attached to an option of a menu, but rather would be invoked directly at the MUMPS command line prompt>. Select Systems Manager Menu Option: ^PG Programmer mode namespace>DO ^FBXI165C DEVICE: HOME// VIRTUAL TELNET REPORT OF PAYMENTS REMOVED FROM BATCHES Page: 1 BATCH TYPE: B3 STATUS: OPEN DATE PAID: JUN 01, 2001 CHECK NUMBER: 77777 CANCELLATION DATE: CURRENT BATCH: FORMER BATCH: 928 DATE FINALIZED: JUN 01, 2001 FORMER DATE FINAL: BATCH TYPE: B3 STATUS: CLERK CLOSED DATE PAID: MAY 20, 1994 CHECK NUMBER: 12345 CANCELLATION DATE: CURRENT BATCH: FORMER BATCH: 1083 DATE FINALIZED: MAY 20, 1994 FORMER DATE FINAL: BATCH TYPE: B3 STATUS: CLERK CLOSED DATE PAID: MAY 19, 1994 CHECK NUMBER: 12346 CANCELLATION DATE: CURRENT BATCH: FORMER BATCH: 1083 DATE FINALIZED: MAY 19, 1994 FORMER DATE FINAL: Hit to continue, '^' to Exit One can then look at each batch post-conversion using existing Fee Basis options List Items in Batch [FBAA LIST BATCH] and Status of Batch [FBAA BATCH STATUS] in order to see what payment lines remain in the batch and to confirm that the Payment Line Count, Invoice Count, and Total Dollars have been recalculated correctly during the conversion. If no payment lines were removed from batches during conversion, the following message will be displayed: "There are no payment entries removed from batches." The value of this report will decrease over time as additional activity occurs for a given batch. As the report runs off of a temporary ^XTMP global built during conversion, the report will not produce any output once the global reaches its deletion date 180 days after patch installation. At that time the following message will be displayed: "There are no entries in the compile file for the FB*3.5*165 conversion. The file must have been purged." 9. DELETE INSTALL ROUTINES FROM SYSTEM ----------------------------------- (Optional) Delete the FBXIP165, FBXI165A, and FBXI165C install routines. Routines FBXIP165 and FBXI165A contain the post install code for the patch. Routine FBXIP165 contains the code to delete an inappropriate reject flag from old payments. Routine FBXI165A contains the code to remove confirmed payments from an in-process batch. Routine FBXI165C can be deleted once the REPORT OF PAYMENTS REMOVED FROM BATCHES (described in #8) is no longer needed. Routine Information: ==================== The second line of each of these routines now looks like: ;;3.5;FEE BASIS;**[Patch List]**;JAN 30, 1995;Build 7 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: FBAARJP Before: B44159952 After: B54962385 **132,165** Description of Changes: This is the main routine for the Print Rejected Payment Items report. It has been edited to exclude from the report payments transmitted prior to a user-specified date. In addition, the report line which prints the batch number, the voucher date and the voucherer has been modified to accommodate a 7-digit batch number. Routine Name: FBXI165A Before: n/a After: B27402130 **165** Description of Changes: This routine during the patch installation performs a one-time (Remove Payment from Batch) task that removes old payments with payment confirmation/cancellation data from in-process batches. Routine Name: FBXI165C Before: n/a After: B17487691 **165** Description of Changes: Based on the ^XTMP file entry created during the post-install conversion, this routine reports characteristics of payment lines removed from pre-transmitted batches and batch number, batch status and batch type of the batches from which they were removed. This routine would be executed from the programmer prompt to help validate the conversion. Routine Name: FBXIP165 Before: n/a After: B77466514 **165** Description of Changes: This is the main post-init routine. During patch installation it performs a one-time (Delete Reject Flag) task that deletes the inappropriate reject flag from old payment line items which have payment confirmation or payment cancellation data. Routine list of preceding patches: 132 ============================================================================= User Information: Entered By : Date Entered : AUG 21, 2015 Completed By: Date Completed: APR 28, 2016 Released By : Date Released : MAY 16, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT