$TXT Created by at DEVVNN.DOMAIN.EXT (KIDS) on Wednesday, 01/15/14 at 12:26 ============================================================================= Run Date: MAR 11, 2014 Designation: IB*2*497 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #471 Status: Released Compliance Date: APR 10, 2014 ============================================================================= Associated patches: (v)IB*2*62 <<= must be installed BEFORE `IB*2*497' (v)IB*2*141 <<= must be installed BEFORE `IB*2*497' (v)IB*2*263 <<= must be installed BEFORE `IB*2*497' (v)IB*2*359 <<= must be installed BEFORE `IB*2*497' (v)IB*2*444 <<= must be installed BEFORE `IB*2*497' (v)IB*2*458 <<= must be installed BEFORE `IB*2*497' (v)IB*2*467 <<= must be installed BEFORE `IB*2*497' (v)IB*2*473 <<= must be installed BEFORE `IB*2*497' Subject: E-IV PROVIDER OPERATING RULES Category: - Data Dictionary - Routine - Enhancement (Mandatory) - Other Description: ============ ************************************************************************** ************************************************************************** ************************************************************************** Please read this patch description in its entirety before installing. The post installation routine of this patch contains significant data conversions. A purge of some of the eIV data files, IIV RESPONSE (#365) and IIV TRANSMISSION QUEUE (#365.1), greatly reduces the conversion time. When the purge was run at test sites prior to the install, the installation of this patch took between 1-4 hours. When the files were not purged prior to the install, the installation did not complete in a reasonable amount of time. Some sites have not purged eIV data in a long time, if ever. There is an option, Purge eIV Transactions [IBCNE PURGE IIV DATA] option, built into eIV to purge data. It allows old data to be purged, but retains at least the last 6 months. Data older than 6 months in these files is not current enough to be useful. There are instructions on how to run the purge later in this patch description. If the files have not been recently purged, this purge may result in significant journaling activity that could fill up journal disks. System managers should be made aware so that journal growth can be monitored and managed accordingly. Unless your site routinely runs the purge, it is CRITICAL that the purge is executed prior to the install! The purge should NOT be run on the same night as the installation of this patch. If for some reason the installer does not run the purge, the conversions will take significantly longer and potential for journaling and installation issues increase. Finally, since the post installation takes quite a while depending on the site, it is IMPERATIVE that this patch is queued for installation. This is also explained in greater detail in the patch installation instructions later in this patch description. ************************************************************************** ************************************************************************** ************************************************************************** This Integrated Billing (IB) patch introduces substantial changes to VistA's electronic Insurance Verification (eIV) Eligibility Inquiry and Response Processing in order to meet the Committee on Operating Rules for Information Exchange (CORE) Operating Rules. Complete list of patch items: 1. Allow VistA to accept all X12N/5010 codes and qualifiers without validation since they have already been validated by the Eligibility Communicator (EC) at the Financial Services Center (FSC) in Austin prior to transmission to the VA Medical Centers (VAMC). 2. Allow Vista to accept, store and display additional policy/benefit information sent from payers which include Military Personal Information (X12N/5010 MPI), Provider Information (X12N/5010 PRV) and Health Care Diagnosis Code Information (X12N/5010 HI). 3. Provide the ability for users to view the AAA Error Reporting Codes and corresponding textual description in the Response Report View of Process Insurance Buffer [IBCN INSURANCE BUFFER PROCESS] when an Error Reporting Code is received in response to an X12N/5010 Health Care Eligibility Benefits Inquiry (270). 4. Transmit additional statistical information in the daily eIV registration message (HL7 MFN message) to the FSC. 5. Transmit the NAME OF INSURED (#17) Field of the INSURANCE TYPE SUB-FILE (#2.312) in the PID segment of the 270 HL7 message when the patient is the subscriber and there is a value in the NAME OF INSURED (#17) field. 6. Allow VistA to receive, store and display the AAA additional Error Message Text on the Response Report View of the Process Insurance Buffer [IBCN INSURANCE BUFFER PROCESS] when received in an X12N/5010 Health Care Eligibility Benefits Response. 7. A new option, Update Subscriber Info [IBCN UPDATE SUBSCRIBER INFO], required to be scheduled upon installation, which updates subscriber fields in the INSURANCE TYPE SUB-FILE (#2.312), with the values stored in the PATIENT FILE (#2), when the PT. RELATIONSHIP - HIPAA (#4.03) field is self (18) and the field is blank and the insurance policy is Active. The option will then be added to the MCCR SYSTEM DEFINITION MENU [IB SYSTEM DEFINITION MENU] and require the IB SUPERVISOR key for future periodic use. 8. Remove Data from 11 Default Service Types codes stored in the IB SITE PARAMETERS FILE (#350.9) and replace with the default SERVICE TYPE CODE 30 - Health Benefit Plan Coverage. 9. Remove any site selected service type codes from the IB SITE PARAMETERS FILE (#350.9). 10. Remove Medicare Insurance Intake option [IBCN MEDICARE INSURANCE INTAKE]. 11. A new Worklist/report, Medicare Potential COB Worklist [IBCNE POTENTIAL COB LIST], of those patients whom Medicare has identified in a 271 HL7 response message as having insurance subsequent to their Medicare insurance. 12. Provide the ability for users to select an eligibility date for the Request Electronic Insurance Inquiry [IBCNE REQUEST INQUIRY] that is within the last 12 months or the end of the current month, defaulting to today's date if left blank. 13. Creation of Data Dictionary fields to allow the storage of X12N/5010 Health Care Eligibility Benefits Response (271) data elements to better align with HIPAA data lengths. Since many of the requested fields part of Integration Control Registration Agreements (DBIA) with other VistA Packages, the use of the larger storage capabilities will be unavailable until the subscribing packages have sufficient time to be remediated. 14. Reports and screen displays were modified to allow the display of increased field lengths above. Even though most of the increased field lengths will not be available until other packages using these fields are remediated, the reports and screen needed to be changed to allow for that eventuality. Patch Components ================ The following is a list of field modifications included in this patch: Files & Fields Associated: File Name (#) New/Modified/ Sub-file Name (#) Field Name (Number) Deleted ------------------- --------------------------------- ------------- PATIENT (#2) Modified INSURANCE TYPE sub-file (#2.312) Modified *SUBSCRIBER ID (#1) Modified INSURED'S STREET 1 (#3.06) Modified INSURED'S STREET 2 (#3.07) Modified INSURED'S CITY (#3.08) Modified NAME OF INSURED (#7.01) New SUBSCRIBER ID (#7.02) New MILITARY INFO STATUS CODE (#12.01) New MILITARY EMPLOYMENT STATUS (#12.02) New MILITARY GOVT AFFILIATION CODE New (#12.03) MILITARY PERSONNEL DESCRIPTION New (#12.04) MILITARY SERVICE RANK CODE (#12.05) New DATE TIME PERIOD FORMAT QUAL New (#12.06) DATE TIME PERIOD (#12.07) New *NAME OF INSURED (#17) Modified HEALTH CARE CODE INFORMATION sub-file (#2.31211) New GROUP REFERENCE INFORMATION sub-file (#2.3129) New ELIGIBILITY/BENEFIT sub-file (#2.322) Modified ELIGIBILITY/BENEFIT INFO (#.02) Modified COVERAGE LEVEL (#.03) Modified INSURANCE TYPE (#.05) Modified TIME PERIOD QUALIFIER (#.07) Modified MONETARY AMOUNT (#.08) Modified QUANTITY QUALIFIER (#.1) Modified AUTHORIZATION/CERTIFICATION (#.12) Modified IN PLAN (#.13) Modified PROCEDURE CODING METHOD (#1.01) Modified ENTITY ID CODE (#3.01) Modified ENTITY TYPE (#3.02) Modified ENTITY ID QUALIFIER (#3.05) Modified ENTITY RELATIONSHIP CODE (#3.06) New LOCATION QUALIFIER (#4.08) Modified PROVIDER CODE (#5.01) Modified REFERENCE ID QUALIFIER (#5.03) Modified CONTACT INFORMATION sub-file (#2.3226) Modified *COMMUNICATION NUMBER (#.03) Modified COMMUNICATION QUALIFIER (#.04) Modified COMMUNICATION NUMBER (#1) New HEALTHCARE SERVICES DELIVERY sub-file (#2.3227) Modified QUANTITY QUALIFIER (#.03) Modified UNITS OF MEASUREMENT (#.05) Modified TIME PERIOD QUALIFIER (#.07) Modified DELIVERY FREQUENCY (#.08) Modified DELIVERY PATTERN (#.09) Modified SUBSCRIBER DATES sub-file (#2.3228) Modified DATE QUALIFIER (#.03) Modified DATE FORMAT (#.04) Modified SUBSCRIBER ADDITIONAL INFO sub-file (#2.3229) Modified PLACE OF SERVICE (#.02) Modified QUALIFIER (#.04) Modified NATURE OF INJURY CODE (#.05) New NATURE OF INJURY CATEGORY (#.06) New NATURE OF INJURY TEXT (#.07) New SUBSCRIBER REFERENCE ID sub-file (#2.32291) Modified REFERENCE ID QUALIFIER (#.03) Modified SERVICE TYPES sub-file (#2.32292) Modified SERVICE TYPES (#.01) Modified GROUP PROVIDER INFO sub-file (#2.332) New IB SITE PARAMETERS (#350.9) Modified DEFAULT SERVICE TYPE CODE 2 Modified (#60.02) DEFAULT SERVICE TYPE CODE 3 Modified (#60.03) DEFAULT SERVICE TYPE CODE 4 Modified (#60.04) DEFAULT SERVICE TYPE CODE 5 Modified (#60.05) DEFAULT SERVICE TYPE CODE 6 Modified (#60.06) DEFAULT SERVICE TYPE CODE 7 Modified (#60.07) DEFAULT SERVICE TYPE CODE 8 Modified (#60.08) DEFAULT SERVICE TYPE CODE 9 Modified (#60.09) DEFAULT SERVICE TYPE CODE 10 Modified (#60.1) DEFAULT SERVICE TYPE CODE 11 Modified (#60.11) LIMIT LENGTH OF EIV FIELDS? New (#62.01) GROUP INSURANCE PLAN (#355.3) Modified *GROUP NAME (#.03) Modified *GROUP NUMBER (#.04) Modified GROUP NAME (#2.01) New GROUP NUMBER (#2.02) New INSURANCE BUFFER (#355.33) Modified SERVICE DATE (#.18) New *GROUP NAME (#40.02) Modified *GROUP NUMBER (#40.03) Modified *SUBSCRIBER ID (#60.04) Modified *NAME OF INSURED (#60.07) Modified PT. RELATIONSHIP - HIPAA (#60.14) Modified GROUP NAME (#90.01) New GROUP NUMBER (#90.02) New SUBSCRIBER ID (#90.03) New NAME OF INSURED (#91.01) New IIV RESPONSE (#365) Modified *NAME OF INSURED (#1.01) Modified *SUBSCRIBER ID (#1.05) Modified *GROUP NAME (#1.06) Modified *GROUP NUMBER (#1.07) Modified PT. RELATIONSHIP - HIPAA (#8.01) Modified MILITARY INFO STATUS CODE (#12.01) New MILITARY EMPLOYMENT STATUS (#12.02) New MILITARY GOVT AFFILIATION CODE New (#12.03) MILITARY PERSONNEL DESCRIPTION New (#12.04) MILITARY SERVICE RANK CODE (#12.05) New DATE TIME PERIOD FORMAT QUAL New (#12.06) DATE TIME PERIOD (#12.07) New NAME OF INSURED (#13.01) New SUBSCRIBER ID (#13.02) New GROUP NAME (#14.01) New GROUP NUMBER (#14.02) New HEALTH CARE CODE INFORMATION sub-file (#365.01) New ELIGIBILITY/BENEFIT sub-file (#365.02) Modified ELIGIBILITY/BENEFIT INFO (#.02) Modified COVERAGE LEVEL (#.03) Modified INSURANCE TYPE (#.05) Modified TIME PERIOD QUALIFIER (#.07) Modified MONETARY AMOUNT (#.08) Modified QUANTITY QUALIFIER (#.1) Modified AUTHORIZATION/CERTIFICATION (#.12) Modified IN PLAN (#.13) Modified PROCEDURE CODING METHOD (#1.01) Modified ENTITY ID CODE (#3.01) Modified ENTITY TYPE (#3.02) Modified ENTITY ID QUALIFIER (#3.05) Modified ENTITY RELATIONSHIP CODE (#3.06) New LOCATION QUALIFIER (#4.08) Modified PROVIDER CODE (#5.01) Modified REFERENCE ID QUALIFIER (#5.03) Modified CONTACT PERSON sub-file (#365.03) Modified *COMMUNICATION NUMBER #1 (#.03) Modified *COMMUNICATION NUMBER #2 (#.05) Modified *COMMUNICATION NUMBER #3 (#.07) Modified COMMUNICATION NUMBER #1 (#1) New COMMUNICATION NUMBER #2 (#2) New COMMUNICATION NUMBER #3 (#3) New GROUP PROVIDER INFO sub-file (#365.04) New REJECT REASONS sub-file (#365.06) Modified REJECT REASON (#.03) Modified ACTION CODE (#.04) Modified ADDITIONAL MSGS sub-file (#365.061) New SUBSCRIBER DATES sub-file (#365.07) Modified DATE QUALIFIER (#.03) Modified GROUP REFERENCE INFORMATION sub-file (#365.09) New CONTACT INFORMATION sub-file (#365.26) Modified *COMMUNICATION NUMBER (#.03) Modified COMMUNICATION QUALIFIER (#.04) Modified COMMUNICATION NUMBER (#1) New HEALTHCARE SERVICES DELIVERY sub-file (#365.27) Modified QUANTITY QUALIFIER (#.03) Modified UNITS OF MEASUREMENT (#.05) Modified TIME PERIOD QUALIFIER (#.07) Modified DELIVERY FREQUENCY (#.08) Modified DELIVERY PATTERN (#.09) Modified SUBSCRIBER DATES sub-file (#365.28) Modified DATE QUALIFIER (#.03) Modified DATE FORMAT (#.04) Modified SUBSCRIBER ADDITIONAL INFO sub-file (#365.29) Modified PLACE OF SERVICE (#.02) Modified QUALIFIER (#.04) Modified NATURE OF INJURY CODE (#.05) New NATURE OF INJURY CATEGORY (#.06) New NATURE OF INJURY TEXT (#.07) New SUBSCRIBER REFERENCE ID sub-file (#365.291) Modified REFERENCE ID QUALIFIER (#.03) Modified SERVICE TYPES sub-file (#365.292) Modified SERVICE TYPES (#.01) Modified X12 271 REFERENCE IDENTIFICATION (#365.028) Modified X12 271 UNITS OF MEASUREMENT (#365.029) New X12 271 ENTITY RELATIONSHIP CODE (#365.031) New X12 271 DATE FORMAT QUALIFIER (#365.032) New X12 271 YES/NO RESPONSE CODE (#365.033) New X12 271 LOCATION QUALIFER (#365.034) New X12 271 PROCEDURE CODING METHOD (#365.035) New X12 271 DELIVERY PATTERN (#365.036) New X12 271 PATIENT RELATIONSHIP (#365.037) New X12 271 INJURY CATEGORY (#365.038) New X12 271 MILITARY PERSONNEL INFO STATUS CODE (#365.039) New X12 271 MILITARY GOVT SERVICE AFFILIATION (#365.041) New X12 271 MILITARY SERVICE RANK (#365.042) New X12 271 ENTITY TYPE QUALIFIER (#365.043) New X12 271 CODE LIST QUALIFIER (#365.044) New X12 271 NATURE OF INJURY CODES (#365.045) New X12 271 MILITARY EMPLOYMENT STATUS CODE (#365.046) New IIV TRANSMISSION QUEUE (#365.1) Modified SERVICE TYPE CODE (#.2) New IIV RESPONSE REVIEW (#365.2) New Bulletins Associated: New/Modified/ Bulletin Name Deleted ------------- ------------- N/A Dialogs Associated: New/Modified/ Dialog Name Deleted ----------- ------------- N/A Forms Associated: New/Modified/ Form Name File Name (Number) Deleted --------- ------------------ ------------- N/A Functions Associated: New/Modified/ Function Name Deleted ------------- ------------- N/A HL Logical Link: New/Modified/ HL Logical Name Deleted --------------- ------------- N/A HL7 Application Parameters: New/Modified/ HL7 Parameter Name Deleted ------------------ ------------- N/A HLO Application Registry: New/Modified/ HLO Registry Name Deleted ----------------- ------------- N/A Help Frames Associated: New/Modified/ Help Frame Name Deleted --------------- ------------- N/A Mail Groups Associated: New/Modified/ Mail Group Name Deleted --------------- ------------- N/A Options Associated: New/Modified/ Option Name Type Deleted ----------- ---- ------------- MCCR System Definition Menu menu Mofified [IB SYSTEM DEFINITION MENU] Medicare Insurance Intake run routine Delete [IBCN MEDICARE INSURANCE INTAKE] Update Subscriber Info run routine New [IBCN UPDATE SUBSCRIBER INFO] eIV Menu[IBCNE IIV MENU] menu Modified Medicare Potential COB run routine New Worklist[IBCNE POTENTIAL COB LIST] Parameter Definitions: New/Modified/ Parameter Name Deleted -------------- ------------- N/A Parameter Template: New/Modified/ Template Name Deleted ------------- ------------- N/A Protocols Associated: New/Modified/ Protocol Name Deleted ------------- ------------- IBCNE MEDICARE COB New IBCNE MEDICARE COB AC New IBCNE MEDICARE COB CS New IBCNE MEDICARE COB DISP New IBCNE MEDICARE COB EE New Remote Procedures Associated: New/Modified/ Remote Procedure Name Deleted --------------------- ------------- N/A Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A Templates, Input Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- IBCN PATIENT Input PATIENT (#2) Modified INSURANCE IBCNE GENERAL Input IB SITE PARAMETERS (#350.9) Modified PARAMETER EDIT Templates, List Associated: New/Modified/ Template Name Type Deleted ------------- ---- ------------- IBCNE List Modified ELIGIBILITY/BENEFIT INFO IBCNE MEDICARE List New COB DISPLAY IBCNE MEDICARE List New COB LIST Templates, Print Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- N/A Templates, Sort Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- N/A Additional Information: N/A New Service Requests (NSRs) ---------------------------- 20110503 - Electronic Data Interchange (EDI) New Standards and Operating Rules (Veterans Health Administration) VHA Provider-Side TCRs Patient Safety Issues (PSIs) ----------------------------- N/A Remedy Ticket(s) & Overview --------------------------- N/A Test Sites: ---------- Wilmington, DE Madison, WI Memphis, TN Denver, CO (East Colorado HCS) 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 Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ Title File Name FTP Mode ----------------------------------------------------------------------- Release Notes/Installation Guide ib_2_p497_rn.pdf Binary eIV User Guide ib_2_p497_eIV_ug.pdf Binary eIV Technical Manual/Security Guide ib_2_p497_eIV_tm.pdf Binary IB User Manual ib_2_p497_um.pdf Binary IB Technical Manual ib_2_p497_tm.pdf Binary Patch Installation: Pre/Post Installation Overview ------------------------------ 1. As part of the requirement to accept all X12 codes and qualifiers already validated prior to being sent to VistA in the 271 transaction from FSC's Eligibility Communicator, a number of data elements contained in entries in the IIV RESPONSE file (#365) and in the INSURANCE TYPE sub-file (#2.312) of the PATIENT file (#2) need to be converted from a SET OF CODES to POINTERS to specific code entries in the various X12 files. The post-install implements this data conversion. It first converts the entries the IIV RESPONSE (#365) file and then continues with the entries in the INSURANCE TYPE (#2.312) sub-file. Although entries in the INSURANCE TYPE (#2.312) file CANNOT be purged, it is strongly recommended that any entries in the IIV RESPONSE file (#365) that are older than 6 months be purged. This purge can have a significant impact on how long it takes to run the install with respect to the data conversion depending when the last time this file was purged. In some cases it has never been purged and contains almost ten years of response data. Please refer to the pre-installation instructions for performing the purge. 2. In order to satisfy the requirement of being able to store longer fields, a number of fields needed to be duplicated and the post-install will copy data from the shorter fields to the new, longer fields. 3. A one-time subscriber update utility must be scheduled upon installation of the patch. Unless the installation is queued, the post-install will prompt the installer of the patch to schedule this activity for off-hours. If the installation is queued, the new update utility will be scheduled for Tomorrow at 9 PM. This is in order to give the conversions time to complete. NOTE: This part of the process does NOT require that IB users be off the system, or un-scheduling of the eIV Nightly Process [IBCNE IIV BATCH PROCESS] option. 4. The eIV Nightly Process [IBCNE IIV BATCH PROCESS] option will need to be unscheduled before performing the installation of the patch. Once the installation and post-install conversion procedures are completed, the option will need to be rescheduled. Pre-Installation Instructions The following 2 tasks should be performed before installing IB*2*497. 1. Purge eIV Transactions [IBCNE PURGE IIV DATA] option ---------------------------------------------------- To help reduce the time it takes to perform the installation due to the data conversion, it is strongly recommended that a day or two before installing the patch, the Purge eIV Transactions [IBCNE PURGE IIV DATA] option should be run in order to purge the eligible response records. This option schedules the purge to run at 8 pm TODAY. If it is already past 8 PM today, it should start up almost immediately. Note: Please make sure the purge has completed prior to running the install. The purge process does NOT require that IB users be off the system, or un-scheduling of the eIV Nightly Process [IBCNE IIV BATCH PROCESS] option. Example of running the eIV option below: Select OPTION NAME: IBCNE PURGE IIV DATA Purge eIV Transactions Purge eIV Transactions Purge Electronic Insurance Verification (eIV) Data Files This option will allow you to purge data from the eIV Response File (#365) and the eIV Transmission Queue File (#365.1). The data must be at least six months old before it can be purged. Only insurance transactions that have a transmission status of "Response Received", "Communication Failure", or "Cancelled" may be purged. You will be allowed to select a date range for this purging. The default beginning date will be the date of the oldest eligible record in the system. The default ending date will be six months ago from today's date. You may modify this default date range. However, you may not select an ending date that is more recent than six months ago. Enter the purge begin date: 10/10/2003// (OCT 10, 2003) Enter the purge end date: 03/05/2013// (MAR 05, 2013) You want to purge all eIV data created between 10/10/2003 and 03/05/2013. OK to continue? NO// YES Task# 155226 has been scheduled to purge the eIV data tonight at 8:00 PM. 2. eIV Nightly Process [IBCNE IIV BATCH PROCESS] option ---------------------------------------------------- Since the installation of this patch could take a number of hours to complete due to the conversion procedures, it will be necessary to unschedule the eIV Nightly Process [IBCNE IIV BATCH PROCESS] option before installing the patch. An example of unscheduling this task below: Select Taskman Management Option: SCHEDule/Unschedule Options Select OPTION to schedule or reschedule: IBCNE IIV BATCH PROCESS eIV NIGHT LY PROCESS ...OK? Yes// (Yes) (R) Edit Option Schedule Option Name: IBCNE IIV BATCH PROCESS Menu Text: eIV NIGHTLY PROCESS TASK ID: 279418 __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: SEP 4,2013@07:00 @ ? Enter the '@' sign. This will automatically delete the date/time DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: _____________________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. Edit Option Schedule Option Name: IBCNE IIV BATCH PROCESS Menu Text: eIV NIGHTLY PROCESS TASK ID: __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: __________________________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: S ? Save the work Press H for help Insert Edit Option Schedule Option Name: IBCNE IIV BATCH PROCESS Menu Text: eIV NIGHTLY PROCESS TASK ID: __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: DEVICE FOR QUEUED JOB OUTPUT: QUEUED TO RUN ON VOLUME SET: RESCHEDULING FREQUENCY: 1D TASK PARAMETERS: SPECIAL QUEUEING: __________________________________________________________________________ Exit Save Next Page Refresh Enter a command or '^' followed by a caption to jump to a specific field. COMMAND: E ? Exit, You're done Press H for help Insert Installation Instructions ------------------------- It is *strongly* recommended that this patch be installed outside of normal working hours. This patch contains multiple file/field conversions and running time depends on a number of factors. Running time could be anywhere from a couple hours to numerous hours to install. Instructions are provided for running install in background. **** NO INTEGRATED BILLING USERS SHOULD BE ON THE SYSTEM DURING INSTALLATION OF THIS PATCH. **** **** Do not install this patch when the eIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] background job is running or scheduled to run. Please refer to the Pre-installation instructions for the unscheduling of this option.**** There are no additional menu options to disable. 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 option. When prompted for the INSTALL enter the patch #( IB*2.0*497): 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. 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? YES//' Options are being added as well as removed, so Rebuilding Menu Trees is recommended. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO// Again, no Integrated Billing Users should be on the system and install Should occur outside of normal working hours. 8. A one-time subscriber update utility must be scheduled upon installation of the patch. During installation, the post-install routine prompts for the installer to schedule the one time subscriber update utility and will not complete installation until it is scheduled. If the install is queued to run, it will automatically schedule this utility to run TOMORROW @ 9PM. ***Queuing install is strongly recommended*** ******** INSTRUCTION FOR QUEUEING INSTALL ************************* 8a. At the 'DEVICE:' prompt, enter 'Q' for Queue to run this in background. You will then be prompted for 'DEVICE:' again. This is for where you would like the output from the Queued install to be directed. You may enter NULL, HFS, or any other DEVICE that allows it to be accessed from a Queued job. If you choose not to queue the install, there is a good chance that this install will not complete without experiencing a network timeout and will need to be restarted. While it was written so that the post-install could pick up where it left off, the post-install conversion needs to complete as close to the install which includes the data dictionary changes as possible. ******** INSTRUCTION FOR RUNNING INSTALL IN FOREGROUND ************** 8b. At the 'DEVICE' prompt, hit the return key which will enable the Install to run in the foreground. Installation results are displayed to the screen. The prompt to schedule the one-time subscriber update utility is issued to the installer. The following shows an example of the message and then the date/time prompt that is generated: Creating Task to update the Insurance Type File... *************************** IMPORTANT!! ******************************** This option will scan through the entire Patient File for patients with insurance where the relationship to insured is self. Certain fields in Insurance Type sub-file will be updated to match the patient data if it does not already exist. This will take a while and must be queued to run in the background when there are few users on the system. The default is Tomorrow at 9:00 p.m. AGAIN PLEASE NOTE: This tasked job does NOT require that IB users be off the system, or un-scheduling of the eIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] option when it runs. Enter date/time to queue the option: T+1@2100// Update Subscriber Information Scheduled for SEP 06, 2013@21:00 Post-Installation Instructions ------------------------------ 1. In order to verify the post-install routine was run successfully, please examine the patch entry in the INSTALL file and report any error messages to Product Support. 2. After the installation has completed, and if allowed by your Kernel site parameter configuration, confirm the post-install routine, IBY497PO, was removed. 3. Once the patch has COMPLETED INSTALLATION, which can take several hours, reschedule the eIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] option that was unscheduled at pre-installation. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 120 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBCNBAC Before: B51548829 After: B51549169 **184,497** Routine Name: IBCNBAR Before: B44012684 After: B44889067 **82,240,345,413,416,497** Routine Name: IBCNBCD Before: B87228703 After: B99276499 **82,251,361,371,416,438,452,497** Routine Name: IBCNBEE Before: B46620313 After: B45711543 **82,184,252,251,356,361,371, 377,416,438,452,497** Routine Name: IBCNBES Before: B7989957 After: B8711337 **82,184,345,438,497** Routine Name: IBCNBES1 Before: B5819262 After: B5819713 **141,497** Routine Name: IBCNBLE Before: B85092127 After:B105786784 **82,231,184,251,371,416,435, 452,497** Routine Name: IBCNBLP Before: B24695524 After: B25507553 **82,497** Routine Name: IBCNBMI Before: B90850379 After: B91864404 **82,184,246,251,299,345,361, 371,413,416,438,452,497** Routine Name: IBCNBU1 Before: B33733092 After: B34498281 **82,184,263,438,497** Routine Name: IBCNEBF Before: B46987961 After: B46385823 **184,271,361,371,416,438,497** Routine Name: IBCNEDE Before: B19636990 After: B34057908 **184,271,300,416,438,497** Routine Name: IBCNEDE1 Before: B43189276 After: B44623085 **184,271,416,438,435,467,497** Routine Name: IBCNEDE5 Before: B26929333 After: B28666402 **184,271,416,497** Routine Name: IBCNEDE6 Before: B32927570 After: B32414593 **184,271,345,416,497** Routine Name: IBCNEDE7 Before: B24645310 After: B27880444 **271,416,438,497** Routine Name: IBCNEDST Before: n/a After: B52803166 **497** Routine Name: IBCNEHL1 Before:B244020766 After:B206919324 **300,345,416,444,438,497** Routine Name: IBCNEHL2 Before: B62824990 After: B70236887 **300,345,416,438,497** Routine Name: IBCNEHL3 Before: B72667613 After:B168485042 **300,416,497** Routine Name: IBCNEHL4 Before:B136544352 After:B174356077 **300,416,438,497** Routine Name: IBCNEHL5 Before: n/a After: B11250093 **497** Routine Name: IBCNEHLM Before: B21127231 After: B26579443 **184,251,300,416,438,497** Routine Name: IBCNEHLQ Before: B43557440 After: B44383583 **184,271,300,361,416,438,467,497** Routine Name: IBCNEHLU Before: B53561238 After: B88168048 **184,300,416,438,497** Routine Name: IBCNEQU Before:B109122026 After:B126099513 **184,271,416,438,497** Routine Name: IBCNERPE Before: B42391865 After: B60593817 **271,300,416,438,497** Routine Name: IBCNERPI Before: n/a After: B43723857 **497** Routine Name: IBCNERTQ Before: B45372080 After: B44184624 **438,467,497** Routine Name: IBCNES Before: B25439392 After: B28429551 **416,438,497** Routine Name: IBCNES1 Before:B120790247 After:B145502085 **416,438,497** Routine Name: IBCNES3 Before: n/a After: B25873283 **497** Routine Name: IBCNESI Before: n/a After: B17756591 **497** Routine Name: IBCNESI1 Before: n/a After: B73077962 **497** Routine Name: IBCNESI2 Before: n/a After: B50676612 **497** Routine Name: IBCNEUT1 Before: B33603643 After: B35326232 **184,497** Routine Name: IBCNEUT4 Before: B50167663 After: B50266196 **184,271,345,416,497** Routine Name: IBCNSC4 Before: B17661433 After: B18086570 **43,85,103,251,416,497** Routine Name: IBCNSEVT Before: B2530934 After: B4726698 **6,497** Routine Name: IBCNSJ3 Before: B16975505 After: B17659726 **28,497** Routine Name: IBCNSM31 Before: B20882944 After: B21224087 **6,28,68,413,497** Routine Name: IBCNSM5 Before: B20324152 After: B21379064 **28,497** Routine Name: IBCNSMM1 Before: B25964261 After: B27818840 **103,359,497** Routine Name: IBCNSOK Before: B25432692 After: B26943633 **497** Routine Name: IBCNSOK1 Before: B12417789 After: B13344891 **497** Routine Name: IBCNSP Before: B42954824 After: B48468493 **6,28,43,52,85,251,363,371,416,497** Routine Name: IBCNSP0 Before: B34211643 After: B37737467 **28,43,52,85,93,103,137,229, 251,363,371,399,438,458,497** Routine Name: IBCNSP01 Before: B38322308 After: B52258890 **43,52,85,251,371,377,416,452,497** Routine Name: IBCNSP1 Before: B59835347 After: B60114361 **6,28,40,43,52,85,103,361,371, 377,497** Routine Name: IBCNSP3 Before: B35837178 After: B38854605 **28,52,85,251,371,497** Routine Name: IBCNSU2 Before: B19118425 After: B19732446 **28,62,497** Routine Name: IBCNSU41 Before: B21365764 After: B22019975 **52,211,240,497** Routine Name: IBCNUPD Before: n/a After: B15205533 **497** Routine Name: IBJPI5 Before: B37149088 After: B4489364 **438,497** Routine Name: IBJTCA1 Before: B53091604 After: B52135617 **39,80,106,137,223,276,363, 384,432,452,473,497** Routine Name: IBY497PO Before: n/a After:B137982293 **497** Routine list of preceding patches: 62, 141, 359, 458, 467, 473 ============================================================================= User Information: Entered By : HRISTOPHER Date Entered : JAN 22, 2013 Completed By: Date Completed: FEB 25, 2014 Released By : Date Released : MAR 11, 2014 ============================================================================= Packman Mail Message: ===================== $END TXT