$TXT Created by at MNTVBB.DOMAIN.EXT (KIDS) on Wednesday, 05/20/15 at 09:01 ============================================================================= Run Date: OCT 13, 2016 Designation: FB*3.5*154 Package : FB - FEE BASIS Priority: Mandatory Version : 3.5 SEQ #142 Status: Released Compliance Date: NOV 12, 2016 ============================================================================= Associated patches: (c)DSIF*3.2*38 install with patch `FB*3.5*154' (v)FB*3.5*7 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*17 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*49 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*59 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*69 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*91 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*123 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*127 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*153 <<= must be installed BEFORE `FB*3.5*154' (v)FB*3.5*157 <<= must be installed BEFORE `FB*3.5*154' Subject: FEE SEPARATION OF DUTIES ENHANCEMENT Category: - Enhancement (Mandatory) - Data Dictionary - Input Template - Routine - Other Description: ============ ************************************************************************ * If your site is using the Fee Basis Claims System (FBCS), you must * * install DSIF*3.2*38 immediately after installing FB*3.5*154 to * * avoid application/processing errors. If your site is not using * * FBCS, there is no need to install the FBCS patch. * ************************************************************************ ************************************************************************ * Before installing patch FB*3.5*154 identify user accounts that must * * be allocated new security keys per the post install step to * * minimize disruption of business processes. * ************************************************************************ This patch is dedicated to the memory of Mr. Les Niemiec, VHA National Fee Program Manager from 2005-2009. He always went the extra mile for Veterans, and was a major force in developing and managing the Fee programs that serve our Veterans and their families. Patch FB*3.5*154 is one of the Fee Basis patches for the VistA Fee Separation of Duties project. Patches FB*3.5*151, FB*3.5*165, and FB*3.5*172 are other Fee Basis patches generated by the project. Patch FB*3.5*154 revises the locks on existing functionality and menu options to enhance the separation of duty controls. This patch also modifies the software to enforce separation of duty business rules. This patch resolves an existing problem with the identification of the associated authorization for outpatient payments and inpatient ancillary payments. This patch modifies the software to prevent an undefined error when a prescription is deleted. This patch modifies the software to prevent an undefined error when rejected payments are re-initiated. Detailed descriptions of the enhancements follow: 01. SECURITY KEYS This patch adds three new security keys, if they don't already exist, and modifies the description of the existing FBAASUPERVISOR security key. The new keys give sites more control of user's access to the package functions. Additionally, this patch modifies the software to lock many functions with the FBAA LEVEL 2 key instead of the FBAASUPERVISOR key. This is expected to reduce the number of individuals who need to hold the FBAASUPERVISOR key. Lead clerks and supervisors may be assigned more than one of these keys. The four keys exported by the patch are listed below: Key: FBAA LEVEL 1 AUTH Permits the holder to enter and edit 7079 authorizations, 7078 authorizations, civil hospital notifications, nursing home movements, and unauthorized claims. Key: FBAA LEVEL 1 PMT Permits the holder to enter and edit invoices and payments. Key: FBAA LEVEL 2 Permits the holder to certify a batch for payment, queue data for transmission to Central FEE, void payments, and update contract and rate data for nursing home vendors. The holder of this key can also bypass some user and status restrictions during selection of a payment or batch. This key is normally assigned to a lead clerk or supervisor. Key: FBAASUPERVISOR Permits the holder to edit site parameters, maintain the VA fee schedule, edit the contract file, reprocess an overdue batch, resend a completed batch, re-transmit MRAs, and purge MRAs. This key is normally assigned to a supervisor. 02. REVISE LOCKS ON MENU OPTIONS Menu options can be locked by a security key. A locked option can only be accessed by users who hold the applicable security key. This patch modifies locks on the menu options. Menu options used to modify authorizations are generally locked by the new FBAA LEVEL 1 AUTH security key. Menu options used to process payments are generally locked by the new FBAA LEVEL 1 PMT security key. Menu options normally restricted to a lead clerk or supervisor are locked by the new FBAA LEVEL 2 security key. Menu options normally restricted to a supervisor are locked by the FBAASUPERVISOR security key. A list of menu options (sorted by menu) whose lock is modified by the patch follows: The old lock column shows the lock in place (if any) prior to installation of the patch. Menu Option Lock Old Lock --------------------------------- ----------------- -------------- Civil Hospital Main Menu Queue Data for Transmission FBAA LEVEL 2 FBAASUPERVISOR Notification/Request Menu Legal Entitlement FBAA LEVEL 1 AUTH Medical Entitlement FBAA LEVEL 1 AUTH Delete Notification/Request FBAA LEVEL 1 AUTH Reconsider a Denied Request FBAA LEVEL 2 FBAASUPERVISOR Disposition Menu Complete 7078/Authorization FBAA LEVEL 1 AUTH Edit Completed 7078 FBAA LEVEL 1 AUTH Cancel 7078 Entered in Error FBAA LEVEL 2 FBAASUPERVISOR Print List of Cancelled 7078 FBAA LEVEL 2 FBAASUPERVISOR Set-up a 7078 FBAA LEVEL 1 AUTH Payment Process Menu Ancillary Contract Hosp/CNH Payment FBAA LEVEL 1 PMT Complete a Payment FBAA LEVEL 1 PMT Delete Inpatient Invoice FBAA LEVEL 1 PMT Edit Ancillary Payment FBAA LEVEL 1 PMT Enter Invoice/Payment FBAA LEVEL 1 PMT Invoice Edit FBAA LEVEL 1 PMT Multiple Ancillary Payments FBAA LEVEL 1 PMT Patient Reimbursement for Ancillary Services FBAA LEVEL 1 PMT Reimbursement for Inpatient Hospital Invoice FBAA LEVEL 1 PMT Batch Main Menu - CH Open a Batch FBAA LEVEL 1 PMT Edit Batch data FBAA LEVEL 1 PMT Close-out Batch FBAA LEVEL 1 PMT Re-open Batch FBAA LEVEL 1 PMT Pricer Batch Release FBAA LEVEL 1 PMT Re-initiate Pricer Rejected Items FBAA LEVEL 1 PMT Release a Batch FBAA LEVEL 2 FBAASUPERVISOR Re-initiate Rejected Payment Items FBAA LEVEL 1 PMT Batch Delete FBAA LEVEL 1 PMT Open Ancillary Payment Batch FBAA LEVEL 1 PMT Community Nursing Home Main Menu Queue Data for Transmission FBAA LEVEL 2 FBAASUPERVISOR Update Vendor Contract/Rates - CNH FBAA LEVEL 2 Authorization Main Menu - CNH Enter CNH Authorization FBAA LEVEL 1 AUTH Edit CNH Authorization FBAA LEVEL 1 AUTH Cancel Authorization Entered in Error FBAA LEVEL 2 FBAASUPERVISOR Change Existing Contract Rate for a Patient FBAA LEVEL 1 AUTH Delete CNH Rate FBAA LEVEL 2 Enter Veteran Rates under new Vendor Contract FBAA LEVEL 1 AUTH Print List of Cancelled 7078 FBAA LEVEL 2 FBAASUPERVISOR Batch Main Menu - CNH Batch Delete FBAA LEVEL 1 PMT Close-out Batch FBAA LEVEL 1 PMT Edit Batch data FBAA LEVEL 1 PMT Open CNH Batch FBAA LEVEL 1 PMT Re-initiate Rejected Payment Items FBAA LEVEL 1 PMT Re-open Batch FBAA LEVEL 1 PMT Release a Batch FBAA LEVEL 2 FBAASUPERVISOR Fee Fund Control Main Menu - CNH Estimate Funds for Obligation FBAA LEVEL 1 AUTH Post Commitments for Obligation FBAA LEVEL 1 AUTH Movement Main Menu - CNH Admit To CNH FBAA LEVEL 1 AUTH Delete Movement Menu FBAA LEVEL 1 AUTH Discharge From CNH FBAA LEVEL 1 AUTH Edit Movement Menu FBAA LEVEL 1 AUTH Transfer Movement FBAA LEVEL 1 AUTH Delete Movement Menu Admission Delete FBAA LEVEL 1 AUTH Discharge Delete FBAA LEVEL 1 AUTH Transfer Delete FBAA LEVEL 1 AUTH Edit Movement Menu Admission Edit FBAA LEVEL 1 AUTH Discharge Edit FBAA LEVEL 1 AUTH Transfer Edit FBAA LEVEL 1 AUTH Payment Main Menu - CNH Delete Inpatient Invoice FBAA LEVEL 1 PMT Edit CNH Payment FBAA LEVEL 1 PMT Enter CNH Payment FBAA LEVEL 1 PMT Medical Fee Main Menu Enter Authorization FBAA LEVEL 1 AUTH Supervisor Main Menu FBAA LEVEL 2 FBAASUPERVISOR Terminate ID Card FBAA LEVEL 1 AUTH Batch Main Menu Batch Delete FBAA LEVEL 1 PMT Close-out Batch FBAA LEVEL 1 PMT Edit Batch data FBAA LEVEL 1 PMT Open a Batch FBAA LEVEL 1 PMT Re-open Batch FBAA LEVEL 1 PMT Release a Batch FBAA LEVEL 2 FBAASUPERVISOR Outputs Main Menu Group 7079 Print FBAA LEVEL 2 FBAASUPERVISOR Payment menu Delete Payment Entry FBAA LEVEL 1 PMT Edit Payment FBAA LEVEL 1 PMT Enter Payment FBAA LEVEL 1 PMT Multiple Payment Entry FBAA LEVEL 1 PMT Re-initiate Rejected Payment Items FBAA LEVEL 1 PMT Reimbursement Payment Entry FBAA LEVEL 1 PMT Travel Payment Only FBAA LEVEL 1 PMT Supervisor Main Menu Clerk Look-Up For An Authorization FBAASUPERVISOR FBAASUPERVISOR by FBAACLU Enter/Edit Suspension Letters FBAASUPERVISOR Edit Pharmacy Invoice Status FBAA LEVEL 2 Fee Basis 1358 Segregation of Duty Report FBAASUPERVSIOR Pricer Batch Release FBAA LEVEL 1 PMT Queue Data for Transmission FBAA LEVEL 2 FBAASUPERVISOR Re-initiate Rejected Payment Items FBAA LEVEL 1 PMT Release a Batch FBAA LEVEL 2 FBAASUPERVISOR Void Payment Main Menu FBAA LEVEL 2 Fee Schedule Main Menu (under Supervisor Main Menu) Add/Edit Fee Schedule FBAASUPERVISOR Compile Fee Schedule FBAASUPERVISOR FPPS Update & Transmit Menu (under Supervisor Main Menu) Outpatient/Ancillary Invoice Edit FBAA LEVEL 2 FBAASUPERVISOR Pharmacy Invoice Edit FBAA LEVEL 2 FBAASUPERVISOR Inpatient Invoice Edit FBAA LEVEL 2 FBAASUPERVISOR Purge Message Text FBAA LEVEL 2 FBAASUPERVISOR MRA Main Menu (under Supervisor Main Menu) Vendor MRA Main Menu FBAA LEVEL 2 FBAASUPERVISOR Veteran MRA Main Menu FBAA LEVEL 2 Vendor MRA Main Menu (under MRA Main Menu) Update FMS Vendor File in Austin FBAA LEVEL 2 FBAASUPERVISOR Delete Vendor MRA FBAA LEVEL 2 FBAASUPERVISOR Reinstate Vendor MRA FBAA LEVEL 2 MRA'S Awaiting Austin Approval FBAA LEVEL 2 Veteran MRA Main Menu (under MRA Main Menu) Add type Veteran MRA FBAA LEVEL 2 Change type Veteran MRA FBAA LEVEL 2 Delete type Veteran MRA FBAA LEVEL 2 Reinstate type Veteran MRA FBAA LEVEL 2 Unauthorized Claims File Menu (under Supervisor Main Menu) Add New Person for Unauthorized Claim FBAA LEVEL 1 AUTH Disapproval Reasons File Enter/Edit FBAASUPERVISOR Dispositions File Edit FBAASUPERVISOR Request Info File Enter/Edit FBAASUPERVISOR Void Payment Main Menu (under Supervisor Main Menu) CH Delete Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBCHVP CH Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBCHVP CNH Delete Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBCHVP CNH Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBCHVP Medical Delete Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBAAVP Medical Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBAAVP Pharmacy Delete Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBAAPHV Pharmacy Void Payment FBAA LEVEL 2 FBAASUPERVISOR by FBAAPHV Pharmacy Fee Main Menu Closeout Pharmacy Invoice FBAA LEVEL 1 PMT Complete Pharmacy Invoice FBAA LEVEL 1 PMT Edit Pharmacy Invoice FBAA LEVEL 1 PMT Enter Pharmacy Invoice FBAA LEVEL 1 PMT Patient Re-imbursement FBAA LEVEL 1 PMT Batch Menu - Pharmacy Batch Delete FBAA LEVEL 1 PMT Close-out Batch FBAA LEVEL 1 PMT Edit Batch data FBAA LEVEL 1 PMT Open a Pharmacy Batch FBAA LEVEL 1 PMT Re-open Batch FBAA LEVEL 1 PMT Release a Batch FBAA LEVEL 2 FBAASUPERVISOR State Home Main Menu Enter New State Home Authorization FBAA LEVEL 1 AUTH Change a State Home Authorization FBAA LEVEL 1 AUTH Delete a State Home Authorization FBAA LEVEL 1 AUTH Reinstate State Home Authorization FBAA LEVEL 1 AUTH Unauthorized Claim Main Menu Request Information on Unauthorized Claim FBAA LEVEL 1 AUTH Receive Requested Information FBAA LEVEL 1 AUTH Letters for Unauthorized Claim FBAA LEVEL 1 AUTH Payments for Unauthorized Claims FBAA LEVEL 1 PMT Enter/Edit Unauthorized Claim Menu Enter Unauthorized Claim FBAA LEVEL 1 AUTH Modify Unauthorized Claim FBAA LEVEL 1 AUTH Disposition Unauthorized Claim FBAA LEVEL 1 AUTH Re-open Unauthorized Claim FBAA LEVEL 1 AUTH Initiate Appeal for Unauthorized Claim FBAA LEVEL 1 AUTH Appeal Edit for Unauthorized Claim FBAA LEVEL 2 COVA Appeal Enter/Edit FBAA LEVEL 2 Letters for Unauthorized Claim Update Date Letter Sent FBAA LEVEL 1 AUTH Batch Print Letters FBAA LEVEL 1 AUTH Reprint Letter(s) FBAA LEVEL 1 AUTH Utilities for Unauthorized Claims Add New Person for Unauthorized Claim FBAA LEVEL 1 AUTH Associate an Unauthorized Claim to a Primary FBAA LEVEL 1 AUTH Disassociate an Unauthorized Claim FBAA LEVEL 1 AUTH Return Address Display/Edit FBAA LEVEL 2 03. ATTACH MENU OPTIONS TO ADDITIONAL MENUS Several menu options that are attached to the Supervisor Main Menu are now also attached to additional menus so they can be utilized by users who should not have access to the supervisor menu. Delete reject flag Added to Batch Main Menu (under Medical Fee Main Menu) Added to Batch Menu - Pharmacy (under Pharmacy Fee Main Menu) Finalize a Batch Added to Batch Main Menu (under Medical Fee Main Menu) Added to Batch Menu - Pharmacy (under Pharmacy Fee Main Menu) List Batches Pending Release Added to Batch Main Menu (under Medical Fee Main Menu) Added to Batch Menu - Pharmacy (under Pharmacy Fee Main Menu) Added to Batch Main Menu - CH (under Civil Hospital Main Menu) 04. REVISE LOCKS DURING SELECTION OF PAYMENTS Many options used to enter or edit payments and payment batches prevent selection of a payment or batch that was entered by another user. This restriction is not imposed on a user who holds the FBAASUPERVISOR security key. Many options used to enter or edit payments and payment batches prevent selection of a payment or batch when the batch has certain status values such as supervisor closed. Fewer batch status values are restricted for a user who holds the FBAASUPERVISOR security key. The following menu options are modified by this patch to check for the new FBAA LEVEL 2 security key INSTEAD OF the existing FBAASUPERVISOR security key when imposing restrictions on the selection of a payment or payment batch. Edit Batch data [FBAA BATCH EDIT] Close-out Batch [FBAA CLOSE BATCH] Re-open Batch [FBAA REOPEN BATCH] Batch Delete [FBAA BATCH DELETE] Enter Payment [FBAA ENTER PAYMENT] Multiple Payment Entry [FBAA MULTIPLE PAYMENT ENTRY] Reimbursement Payment Entry [FBAA MEDICAL REIMBURSEMENT] Ancillary Contract Hosp/CNH Payment [FBCH ANCILLARY PAYMENT] Multiple Ancillary Payments [FBCH MULTIPLE PAYMENTS] Patient Reimbursement for Ancillary Services [FBCH ANCILLARY REIMBURSEMENT] Payments for Unauthorized Claims [FBUC PAYMENTS] Delete Payment Entry [FBAA DELETE PAYMENT] Complete a Payment [FBCH COMPLETE PAYMENT] Re-initiate Pricer Rejected Items [FBCH REINITIATE PRICER REJECTS] Delete Inpatient Invoice [FBCH DELETE INVOICE] Invoice Edit [FBCH EDIT PAYMENT] Edit CNH Payment [FBCNH EDIT PAYMENT] Delete Inpatient Invoice [FBCH DELETE INVOICE] Edit Payment [FBAA EDIT PAYMENT] Edit Ancillary Payment [FBCH EDIT ANCILLARY PAYMENT] Edit Pharmacy Invoice [FBAA EDIT PHARMACY INVOICE] 05. REVISE LOCKS DURING SELECTION OF CIVIL HOSPITAL NOTIFICATIONS The option Delete Notification/Request [FBCH DELETE REQUEST] currently restricts the selection of a notification/request to the USER ENTERING NOTIFICATION unless the FBAASUPERVISOR key is held. This option is modified by this patch to instead check if the user holds the FBAA LEVEL 2 security key. 06. REMOVE LOCK ON ENTRY OF AN AMOUNT PAID THAT EXCEEDS THE AMOUNT CLAIMED Menu options used to enter or edit outpatient and ancillary inpatient payments do not allow the user to enter an amount paid that exceeds the amount claimed or exceeds the calculated fee schedule amount unless the user holds the FBAASUPERVISOR key. This patch modifies the software by removing the requirement that a user hold the FBAASUPERVISOR security key to enter an amount paid that exceeds the amount claimed or fee schedule amount. The following options are modified: Enter Payment [FBAA ENTER PAYMENT] Multiple Payment Entry [FBAA MULTIPLE PAYMENT ENTRY] Reimbursement Payment Entry [FBAA MEDICAL REIMBURSEMENT] Ancillary Contract Hosp/CNH Payment [FBCH ANCILLARY PAYMENT] Multiple Ancillary Payments [FBCH MULTIPLE PAYMENTS] Patient Reimbursement for Ancillary Services [FBCH ANCILLARY REIMBURSEMENT] Payments for Unauthorized Claims [FBUC PAYMENTS] Edit Payment [FBAA EDIT PAYMENT] Edit Ancillary Payment [FBCH EDIT ANCILLARY PAYMENT] 07. ADD LOCK TO THE UPDATE OF CNH CONTRACT OR RATE DATA This patch locks with the FBAA LEVEL 2 security key the ability to update contract and rate data for a community nursing home vendor. The following options are modified to check if user holds the security key before allowing the contract and rate data to be updated: Vendor Enter/Edit [FBCNH VENDOR ENTER/EDIT] Display,Enter,Edit Demographics [FBAA VENDOR DEMOGRAPHICS] 08. ADD LOCK TO AN INTERACTIVE FPPS TRANSMIT DATA The Transmit Invoices to FPPS [FB FPPS TRANSMIT] option is modified by this patch to require the user to hold the FBAA LEVEL 2 security key when the option is run interactively from the menu. The patch does not make any changes to the option when it is run as a scheduled task (non-interactively). 09. LIST OF PENDING 7078S MODIFIED TO CONSIDER DIFFERENT SECURITY KEY The following menu option only shows pending 7078s entered by the user unless the FBAASUPERVISOR key is held: This option is changed to check if the user holds the FBAA LEVEL 2 security key rather than the FBAASUPERVISOR security key. Civil Hospital Main Menu [FBCH MAIN MENU] 10. CREATE USER ACCESS REPORT This patch creates a new option called Security Key Report for Fee Basis [FB SEC KEY RPT]. This option is attached to the Supervisor Main Menu [FBAA SUPERVISOR OPTIONS] and it is locked by the FBAASUPERVISOR security key. The new option generates a report of users that hold Fee Basis security keys. An example is shown below: Select Supervisor Main Menu Option: SECurity Key Report for Fee Basis Should report include terminated users with keys? NO// Sort by Security Key or User: (S/U): SECURITY KEY Select Fee Basis Security Key: ALL// DEVICE: HOME// Security Key Report for Fee Basis OCT 17, 2014@11:01:28 page 1 by Security Key for all FB keys Name SSN Title ----------------------------------- ---- ----------------------------- Key: FB ARCH FEEUSER,FIRST 2709 COMPUTER SYSTEMS ANALYST Division(s): 500, 688 FEEUSER,SECOND 8420 Division(s): 500 Key: FBAA LEVEL 1 AUTH FEEUSER,FIRST 2709 COMPUTER SYSTEMS ANALYST Division(s): 500, 688 FEEUSER,THIRD 1234 COMPUTER SYSTEMS ANALYST Division(s): 500, 688 11. DISABLE SITE PARAMETER EDIT AUTH. DURING PAYMENT The site parameter EDIT AUTH. DURING PAYMENT allows selected authorization fields to be edited when some types of payments are entered. This site parameter is disabled by this patch and will no longer be asked when the site parameters are edited or have any effect on the software behavior. 12. PREVENT ENTRY OF PAYMENT OR PRICING IF USER ENTERED AUTHORIZATION This patch modifies the software to prevent a user from entering payment or pricing for a service if that user previously entered or edited the associated authorization for the service. Entry or edit of a civil hospital notification, community nursing home contract rate for a patient, community nursing home movement, or unauthorized claim is considered as a change to the associated authorization. The options used to enter or edit 'authorizations' are modified to keep track of users. The options used to process payments are modified to prevent the user who entered or edited the 'authorization' associated with the payment from proceeding. 13. NURSING HOME DAILY RATE CANNOT BE ENTERED DURING PAYMENT This patch modifies the Enter CNH Payment [FBCNH ENTER PAYMENT] option to no longer allow entry of missing daily rates. An update to the daily rate is considered an edit of the authorization and the person who processes the payment cannot edit the authorization per separation of duties. 14. DISPLAY USERS THAT ENTERED OR EDITED RECORDS This patch modifies the Clerk Look-Up For An Authorization report and adds three new reports to display the list of users who entered or edited an authorization or associated records. These options are locked by the FBAASUPERVISOR security key. Clerk Look-Up For An Authorization [FBAA CLERK LOOK-UP] This option will list users that entered or edited a specified authorization in the FEE BASIS PATIENT file. When applicable the output will also show users that entered or edited the civil hospital notification or unauthorized claims associated with the authorization. Clerk Lookup for 7078 Authorization [FBCH CLERK LOOKUP] This option will list users that entered or edited a specified 7078 authorization. Entry or edit of nursing home rate and movements are included in this output. When applicable the output will also show users that entered or edited the civil hospital notification associated with the authorization. Clerk Lookup for Notification/Request [FBCH REQUEST CLERK LOOKUP] This option will list users that entered or edited a specified notification/request. Clerk Lookup for Unauthorized Claim [FBUC CLERK LOOKUP] This option will list users that entered or edited a specified unauthorized claim. 15. PAYMENT REFERENCE TO AUTHORIZATION ISSUE There can be a problem with the association of an outpatient or inpatient ancillary payment to the appropriate authorization. The problem occurs when there are payments that should be associated with different authorizations, but those payments have the exact same patient, vendor, and date of service. This situation is common with home health services where there are separate authorizations for nursing and non-nursing services for a single patient and those services are provided to the patient by the same vendor on the same date. This problem can result in various errors including sending the wrong purpose of visit code when a payment batch is sent to Central FEE. The problem was originally reported on Remedy Ticket 726099. A fix for this issue was requested by new service request 20120609. This patch modifies the software to prevent the problem from occurring for new payments. Additionally, when the patch is installed a one-time job will examine existing payments and correct many or all of the existing inappropriate associations. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- FEE BASIS PATIENT (#161) AUTHORIZATION (#161.01) USER AUDIT (#292) New FEE BASIS SITE *EDIT AUTH. DURING Modified PARAMETERS (#161.4) PAYMENT (#19) FEE BASIS PAYMENT (#162) INITIAL TREATMENT DATE *AUTHORIZATION Modified (#162.02) POINTER (#3) SERVICE PROVIDED AUTHORIZATION New (#162.03) POINTER (#15.5) AMOUNT PAID (#2) Modified TRAVEL PAYMENT DATE AUTHORIZATION New (#162.04) POINTER (#15) FEE NOTIFICATION/REQUEST USER AUDIT (#292) New (#162.2) VA FORM 10-7078 (#162.4) USER AUDIT (#292) New FEE BASIS UNAUTHORIZED USER AUDIT (#292) New CLAIMS (#162.7) Forms Associated: N/A Mail Groups Associated: N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- FB FPPS PURGE run routine Modified FB SEC KEY RPT run routine New FB SEG DUTY RPT run routine Modified FBAA BATCH DELETE run routine Modified FBAA BATCH EDIT run routine Modified FBAA BATCH MENU menu USE AS LINK FBAA CALCULATE SCHEDULE run routine Modified FBAA CANCEL MEDICAL VOID run routine Modified FBAA CANCEL PHARMACY VOID run routine Modified FBAA CLERK LOOK-UP run routine Modified FBAA CLOSE BATCH run routine Modified FBAA CLOSE OUT INVOICE run routine Modified FBAA COMPLETE PHARMACY INVOICE run routine Modified FBAA DELETE PAYMENT run routine Modified FBAA EDIT INVOICE STATUS edit Modified FBAA EDIT PAYMENT run routine Modified FBAA EDIT PHARMACY INVOICE run routine Modified FBAA EDIT SCHEDULE run routine Modified FBAA ENTER AUTHORIZATION run routine Modified FBAA ENTER PAYMENT run routine Modified FBAA ENTER PHARMACY INVOICE run routine Modified FBAA ENTER/EDIT LETTERS run routine Modified FBAA FINALIZE BATCH run routine ATTACH TO MENU FBAA FMS UPDATE run routine Modified FBAA FPPS EDIT INVOICE run routine Modified FBAA LIST CLOSED BATCHES run routine ATTACH TO MENU FBAA MEDICAL REIMBURSEMENT run routine Modified FBAA MEDICAL VOID PAYMENT run routine Modified FBAA MRA DELETE VENDOR run routine Modified FBAA MRA VENDOR REINSTATE run routine Modified FBAA MRA VETERAN ADD TYPE action Modified FBAA MRA VETERAN CHANGE TYPE action Modified FBAA MRA VETERAN DELETE TYPE action Modified FBAA MRA VETERAN REINSTATE action Modified FBAA MRA'S AWAITING APPROVAL run routine Modified FBAA MULTIPLE PAYMENT ENTRY run routine Modified FBAA OPEN BATCH run routine Modified FBAA OPEN PHARMACY BATCH action Modified FBAA PHARMACY BATCH OPTIONS menu USE AS LINK FBAA PHARMACY VOID PAYMENT run routine Modified FBAA PRINT 7079 GROUP run routine Modified FBAA QUEUE DATA FOR TRANS. run routine Modified FBAA REIMBURSEMENT PHARMACY action Modified FBAA REINITIATE REJECTS run routine Modified FBAA REOPEN BATCH run routine Modified FBAA SUPERVISOR OPTIONS menu MERGE MENU ITEMS FBAA SUPERVISOR RELEASE run routine Modified FBAA TERMINATE ID CARD run routine Modified FBAA TRAVEL ENTRY run routine Modified FBAA VENDOR MRA MAIN MENU menu Modified FBAA VETERAN MRA MAIN MENU menu Modified FBAA VOID PAYMENT MENU menu Modified FBAA VOUCHER DELETE REJECT run routine ATTACH TO MENU FBCH 7078 SETUP run routine Modified FBCH ANCILLARY PAYMENT run routine Modified FBCH ANCILLARY REIMBURSEMENT run routine Modified FBCH BATCH OPTIONS menu USE AS LINK FBCH CANCEL 7078 run routine Modified FBCH CLERK LOOKUP run routine New FBCH COMPLETE 7078 run routine Modified FBCH COMPLETE PAYMENT run routine Modified FBCH DELETE INVOICE run routine Modified FBCH DELETE REQUEST run routine Modified FBCH DELETE VOID run routine Modified FBCH EDIT 7078 run routine Modified FBCH EDIT ANCILLARY PAYMENT run routine Modified FBCH EDIT PAYMENT run routine Modified FBCH ENTER PAYMENT run routine Modified FBCH FPPS EDIT INVOICE run routine Modified FBCH LEGAL ENTITLEMENT run routine Modified FBCH MEDICAL ENTITLEMENT run routine Modified FBCH MULTIPLE PAYMENTS run routine Modified FBCH NOTIFICATION MENU menu USE AS LINK FBCH OPEN ANCILLARY BATCH run routine Modified FBCH OPEN BATCH run routine Modified FBCH OUTPUT MENU menu USE AS LINK FBCH PRICER RELEASE run routine Modified FBCH PRINT CANCELLED 7078 print Modified FBCH REIMBURSEMENT INVOICE run routine Modified FBCH REINITIATE PRICER REJECTS run routine Modified FBCH REOPEN REQUEST run routine Modified FBCH REQUEST CLERK LOOKUP run routine New FBCH VOID PAYMENT run routine Modified FBCNH ADMIT run routine Modified FBCNH CANCEL 7078 run routine Modified FBCNH DELETE ADMISSION run routine Modified FBCNH DELETE DISCHARGE run routine Modified FBCNH DELETE MOVEMENT MENU menu Modified FBCNH DELETE RATE run routine Modified FBCNH DELETE TRANSFER run routine Modified FBCNH DELETE VOID run routine Modified FBCNH DISCHARGE run routine Modified FBCNH EDIT ADMISSION run routine Modified FBCNH EDIT AUTHORIZATION run routine Modified FBCNH EDIT DISCHARGE run routine Modified FBCNH EDIT MOVEMENT menu Modified FBCNH EDIT PAYMENT action Modified FBCNH EDIT TRANSFER run routine Modified FBCNH ENTER AUTHORIZATION run routine Modified FBCNH ENTER PAYMENT run routine Modified FBCNH ENTER VETERAN RATES run routine Modified FBCNH ESTIMATE FUNDS action Modified FBCNH OPEN BATCH action Modified FBCNH OUTPUTS MAIN MENU menu USE AS LINK FBCNH POST COMMITMENTS run routine Modified FBCNH RATE CHANGE run routine Modified FBCNH TRANSFER run routine Modified FBCNH UPDATE VENDOR CONTRACT run routine Modified FBCNH VOID PAYMENT run routine Modified FBRX FPPS EDIT INVOICE run routine Modified FBSH CHANGE AUTH run routine Modified FBSH DELETE AUTH run routine Modified FBSH ENTER AUTH run routine Modified FBSH REINSTATE AUTH run routine Modified FBUC ADD NEW PERSON run routine Modified FBUC APPEAL EDIT run routine Modified FBUC ASSOCIATE run routine Modified FBUC BATCH PRINT LETTERS run routine Modified FBUC CLERK LOOKUP run routine New FBUC COVA APPEAL run routine Modified FBUC DISAPPROVAL REASONS FILE run routine Modified FBUC DISASSOCIATE run routine Modified FBUC DISPOSITION UNAUTH CLAIM run routine Modified FBUC DISPOSITIONS FILE run routine Modified FBUC ENTER run routine Modified FBUC INITIATE APPEAL run routine Modified FBUC LETTERS menu Modified FBUC MODIFY UNAUTHORIZED CLAIM run routine Modified FBUC OUTPUTS menu USE AS LINK FBUC PAYMENTS run routine Modified FBUC RECEIVE INFORMATION run routine Modified FBUC REOPEN run routine Modified FBUC REPRINT LETTER(S) run routine Modified FBUC REQUEST INFO FILE run routine Modified FBUC REQUEST INFORMATION run routine Modified FBUC RETURN ADDRESS DIS/ED run routine Modified FBUC UPDATE DATE LETTER SENT run routine Modified Protocols Associated: N/A Security Keys Associated: Security Key Name New/Modified/Deleted ----------------- -------------------- FBAA LEVEL 1 AUTH New FBAA LEVEL 1 PMT New FBAA LEVEL 2 New FBAASUPERVISOR Modified Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- FBAA SITE PARAMETERS Input FEE BASIS SITE Modified PARAMETERS (#161.4) Additional Information: N/A New Service Requests (NSRs): ---------------------------- 20090309 Emergency Patch VistA Fee - Separation of Duties - Assignment of Keys 20120609 PROBLEM WITH FEE BASIS PAYMENT FILE/POV ISSUE Patient Safety Issues (PSIs): ----------------------------- N/A Remedy Ticket(s) & Overview: ---------------------------- 1. REMEDY Ticket 833468 Problem: An undefined error occurs when a prescription is deleted from an existing pharmacy invoice using the Edit Pharmacy Invoice [Edit Pharmacy Invoice] option. Resolution: This patch modifies routine FBAAEPI to prevent the undefined error from occurring. 2. REMEDY Ticket 985307 Problem: The Re-initiate Rejected Payment Items [FBAA REINITIATE REJECTS] option contains a fault when it is used to re-initiate all items in an outpatient or ancillary inpatient (type B3) payment batch. The problem does not occur when the line items are individually re-initiated. The software attempts to track all payment lines (sorted by invoice) that are re-initiated into the new batch. If all the lines on an invoice are not moved into the new batch the re-initiated lines are assigned a different invoice number so an invoice is not spilt between two different payment batches. The problem is that the software does not determine the invoice number when a line is re-initiated. If the batch was previously displayed the invoice of the last displayed line item is inappropriately treated as the invoice of all the re-initiated line items. If the batch was not displayed the option abends with an undefined error for variable FBIN. Resolution: The problem is corrected by modifying routine FBAARR1 within line tag REJM so the invoice number of a line item is appropriately determined before it is referenced later in that section of code. Test Sites: ----------- CENTRAL PLAINS HCS TUCSON, AZ 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_R1016.PDF (binary) Fee Basis Technical Manual FEE3_5_TM_R1016.PDF (binary) Release Notes FB*3.5*154 FEE3_5_P154_RN.PDF (binary) Patch Installation: Pre/Post Installation Overview: ------------------------------- Before installing the patch, the FBAA LEVEL 1 AUTH, FBAA LEVEL 1 PMT, and FBAA LEVEL 2 security keys must be allocated to appropriate users. The patch contains a post install routine that automatically populates new fields for existing records. The post install routine creates entries in the new USER AUDIT multiple of the following files based on existing data: FEE BASIS PATIENT (#161) FEE NOTIFICATION/REQUEST (#162.2) VA FORM 10-7078 (#162.4) FEE BASIS UNAUTHORIZED CLAIM (#162.7) The post install populates the new AUTHORIZATION POINTER field in the SERVICE PROVIDED multiple of the FEE BASIS PAYMENT (#162) file based on existing data. After the patch is installed the FBAASUPERVISOR security key must be de-allocated from user accounts that no longer require that key. Pre-Installation Instructions: ------------------------------ Patch FB*3.5*172 previously exported the FBAA LEVEL 1 AUTH, FBAA LEVEL 1 PMT, and FBAA LEVEL 2 security keys. These keys must be allocated to appropriate users prior to the patch FB*3.5*154 installation to minimize work disruption. Patch FB*3.5*154 modifies the software to use these new security keys. The FBAASUPERVISOR security key must be de-allocated from user accounts that no longer require that key once patch FB*3.5*154 is installed. Before installing the patch, sites may want to make a list of user accounts that no longer need the FBAASUPERVISOR security key once the patch is installed. The following five globals may increase in size during the install of the patch. Global size increases at four test sites varied greatly, The difference is believed to be due to the storage efficiency of the global. Globals that have been compressed are expected to experience a higher increase in size when the patch is installed. Global Minimum % Maximum % Average % Increase Increase Increase ------ --------- --------- --------- FB583 0 40.00 17.50 FB7078 0 20.81 9.16 FBAA 0 13.83 5.84 FBAAA 0.04 12.30 9.43 FBAAC 0.01 6.78 3.76 If installed during the normal workday, it is recommended that the following selection(s) in the OPTION (#19) file, and all of their descendants be disabled to prevent possible conflicts during the install. Other VISTA users will not be affected. Fee Basis Main Menu [FBAA MAIN MENU] This patch should take from 30 to 90 minutes to install at most sites. 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 FB*3.5*154. 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. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: Fee Basis Main Menu [FBAA MAIN MENU] When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Post-Installation Instructions: ------------------------------- 9. DELETE INSTALL ROUTINE FROM SYSTEM ----------------------------------- (Optional) Delete the FBXIP154 install routine. Routine FBXIP154 contains the post install code for the patch. The post install populates the new USER AUDIT multiple in Files 161, 162.2, 162.4, and 162.7 based on existing data. The post install also populates the new AUTHORIZATION POINTER field under the SERVICE PROVIDED multiple in File 162 based on existing data. The post install writes information to the XTMP global concerning the population of the AUTHORIZATION POINTER field. The information in XTMP is retained for 120 days after the install. When the post install creates user audit entries there may be errors reported that begin "Error creating record with IENS" followed by a set of numbers separated by commas. For example: Error creating record with IENS +1,6,101374, This occurred at most of the test sites. In all reviewed cases the problem was due to incomplete data in the pre-existing records such as missing .01 field values. The incomplete records prevented filing of the new user audit data. If the number of such errors is relatively small then no further action needs to be taken by the installing site. The post install updates some records as old as 20+ years and some incomplete records in the database are expected. After the patch has been installed routine FBXIP154 can optionally be deleted. However, sites may want to retain the routine until the XTMP global is purged since it contains a label that can be called from programmer mode to display relevant information from the XTMP global. 10. DE-ALLOCATE SECURITY KEY FBAASUPERVISOR FROM APPROPRIATE USERS -------------------------------------------------------------- De-allocate the FBAASUPERVISOR security key from user accounts that no longer require that key. Routine Information: ==================== The second line of each of these routines now looks like: ;;3.5;FEE BASIS;**[Patch List]**;JAN 30, 1995;Build 12 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: FBAAAUT Before: B14647205 After: B15987856 **13,95,103,111,154** Routine Name: FBAABDL Before: B8137938 After: B8082291 **132,154** Routine Name: FBAABET Before: B8247831 After: B8176586 **154** Routine Name: FBAACCB Before: B34837713 After: B34771662 **4,61,77,116,154** Routine Name: FBAACIE Before: B15124561 After: B16604968 **38,61,91,154** Routine Name: FBAACLU Before: B2956691 After: B35110722 **154** Routine Name: FBAACO Before: B48482031 After: B49645560 **4,61,79,116,122,133,108,135, 123,154** Routine Name: FBAACO0 Before: B34388675 After: B30569706 **4,38,52,57,61,75,70,143,154** Routine Name: FBAACO1 Before: B49387409 After: B50176519 **4,61,77,108,124,154** Routine Name: FBAACO3 Before: B62984303 After: B58658444 **4,38,55,61,116,122,133,108, 124,143,139,157,154** Routine Name: FBAACO5 Before: B6803212 After: B5864672 **73,79,124,154** Routine Name: FBAAEAR Before: B1712071 After: Delete Routine Name: FBAAEPI Before: B27520800 After: B33105165 **38,61,124,132,123,154** Routine Name: FBAAETA Before: B3027950 After: B3716839 **154** Routine Name: FBAAFED Before: B27873786 After: B26728323 **61,154** Routine Name: FBAAMP Before:B145435703 After:B134317556 **4,21,38,55,61,67,116,108,143, 123,154** Routine Name: FBAAODP Before: B7108303 After: B8130048 **154** Routine Name: FBAAODP0 Before: B4472268 After: B4415099 **108,154** Routine Name: FBAAPET Before: B48467737 After: B51663555 **4,38,55,61,77,116,122,133, 108,124,132,139,123,154** Routine Name: FBAAPHV Before: B7669949 After: B7102778 **69,154** Routine Name: FBAAPIE Before: B25905815 After: B27534429 **61,124,123,154** Routine Name: FBAAPIP Before: B14820302 After: B16684065 **116,154** Routine Name: FBAARB Before: B6238285 After: B6175868 **154** Routine Name: FBAARR1 Before: B19022226 After: B29692050 **61,132,154** Routine Name: FBAASCB Before: B27212930 After: B26462590 **38,61,116,117,132,154** Routine Name: FBAASKR Before: n/a After: B33713453 **154** Routine Name: FBAAUTL2 Before: B19718250 After: B18342335 **8,143,154** Routine Name: FBAAVD2 Before: B33240026 After: B34694491 **9,10,47,65,98,111,122,154** Routine Name: FBAAVP Before: B26602032 After: B25842895 **4,69,154** Routine Name: FBCH78 Before: B51567098 After: B53484323 **43,103,108,146,139,154** Routine Name: FBCHC78 Before: B16420420 After: B15534924 **82,154** Routine Name: FBCHCD Before: B20874782 After: B23155265 **108,154** Routine Name: FBCHDEL Before: B2224529 After: B2165242 **154** Routine Name: FBCHDIN Before: B5017257 After: B6884285 **132,154** Routine Name: FBCHEAP Before: B16779482 After: B21240885 **38,55,61,77,154** Routine Name: FBCHEP Before: B37636915 After: B39727558 **4,61,77,82,122,108,124,135, 139,123,154** Routine Name: FBCHEP1 Before: B47429330 After: B51535191 **38,61,122,133,108,124,132, 139,123,154** Routine Name: FBCHFED Before: B11304560 After: B10466486 **61,154** Routine Name: FBCHPET Before: B40858494 After: B44036498 **4,38,61,77,116,108,124,132, 123,154** Routine Name: FBCHREQ Before: B21446375 After: B24998930 **154** Routine Name: FBCHREQ1 Before: B14681978 After: B15968034 **103,146,154** Routine Name: FBCHREQ2 Before: B9196559 After: B9185141 **154** Routine Name: FBCHRR Before: B13548321 After: B15446498 **61,108,123,154** Routine Name: FBCHSTA Before: B4630411 After: B4547349 **154** Routine Name: FBCHVP Before: B23931772 After: B23175690 **55,69,154** Routine Name: FBFHLX Before: B58317729 After: B59495819 **61,121,122,154** Routine Name: FBLTCAR Before: B22371523 After: B22874177 **49,154** Routine Name: FBNHDLAD Before: B6656610 After: B7092641 **82,154** Routine Name: FBNHDLDI Before: B8367852 After: B9276531 **154** Routine Name: FBNHDLTR Before: B3368694 After: B4147651 **154** Routine Name: FBNHEA Before: B9476317 After: B10123939 **82,108,154** Routine Name: FBNHEAUT Before: B27561875 After: B28883284 **43,103,139,154** Routine Name: FBNHED Before: B10924946 After: B11597213 **108,154** Routine Name: FBNHEDAD Before: B1815443 After: B2542752 **154** Routine Name: FBNHEDAT Before: B15561616 After: B16634471 **103,108,139,154** Routine Name: FBNHEDDI Before: B4704875 After: B5681933 **154** Routine Name: FBNHEDPA Before: B15639852 After: B17524026 **61,124,132,154** Routine Name: FBNHEDTR Before: B6827698 After: B7981505 **154** Routine Name: FBNHEP Before: B33126997 After: B35945966 **25,108,154** Routine Name: FBNHET Before: B9055754 After: B9794262 **108,154** Routine Name: FBNHRAT Before: B11602601 After: B14005307 **154** Routine Name: FBNHRAT1 Before: B6737249 After: B7549171 **17,154** Routine Name: FBNHRC Before: B13819457 After: B14502667 **108,154** Routine Name: FBPMRG Before: B41268230 After: B47383810 **19,41,59,154** Routine Name: FBRXFED Before: B16142590 After: B15191002 **61,154** Routine Name: FBUCDD1 Before: B14731515 After: B12232651 **60,72,127,154** Routine Name: FBUCED Before: B41125299 After: B41181903 **32,38,154** Routine Name: FBUCED0 Before: B28004736 After: B27953320 **27,154** Routine Name: FBUCEN Before: B27715243 After: B27771069 **32,61,114,153,154** Routine Name: FBUCEX Before: B19195997 After: B19203515 **32,154** Routine Name: FBUCLINK Before: B19436173 After: B19446324 **154** Routine Name: FBUCPAY Before: B23726559 After: B25249019 **7,154** Routine Name: FBUCUPD Before: B22231260 After: B26849705 **8,27,38,154** Routine Name: FBUTL9 Before: n/a After: B6528526 **154** Routine Name: FBXIP154 Before: n/a After:B186355971 **154** Routine list of preceding patches: 7, 17, 49, 59, 69, 91, 123, 127, 153 157 ============================================================================= User Information: Entered By : Date Entered : FEB 26, 2014 Completed By: Date Completed: OCT 04, 2016 Released By : Date Released : OCT 13, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT