$TXT Created by R at DEVVJJ.DOMAIN.EXT (KIDS) on Monday, 03/13/17 at 16:32 ============================================================================= Run Date: APR 04, 2017 Designation: IB*2*554 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #541 Status: Released Compliance Date: MAY 04, 2017 ============================================================================= Associated patches: (v)FB*3.5*154 <<= must be installed BEFORE `IB*2*554' (v)IB*2*528 <<= must be installed BEFORE `IB*2*554' (v)IB*2*530 <<= must be installed BEFORE `IB*2*554' (v)PRCA*4.5*310<<= must be installed BEFORE `IB*2*554' (v)FB*3.5*166 <<= must be installed BEFORE `IB*2*554' Subject: NON-VA CARE THIRD-PARTY REVENUE ENHANCEMENTS Category: - Data Dictionary - Routine - Other - Enhancement (Mandatory) Description: ============ IMPORTANT INSTALLATION NOTE: ---------------------------- There are three patches associated with this project - PRCA*4.5*310, IB*2.0*554 and FB*3.5*163. All three patches are to be installed as Packman files. There is no bundle. The three patches incorporated code from the following concurrent development and, as such, the following patches MUST be installed prior to this project: 1.) IB*2.0*528 2.) IB*2.0*530 (and associated patches PRCA*4.5*303 - BUNDLED, IB*2.0*529 and PRCA*4.5*304 - STANDALONE) 3.) FB*3.5*154 (and associated FBCS patch DSIF*3.2*38) 4.) FB*3.5*166 The three patches for this project MUST be installed in this order: 1.) PRCA*4.5*310 2.) IB*2.0*554 3.) FB*3.5*163 Description ----------- The Chief Business Office (CBO) is requesting system enhancements to The Veterans Health Information Systems and Technology Architecture (VistA) Integrated Billing (IB), Accounts Receivable (AR), and Fee Basis (FB) software modules that would allow segregating all billing and collection activities for Non-Department of Veterans Affairs (Non-VA) Care Third Party Insurance carriers' reimbursement. Current Medical Care Collections Fund (MCCF) Third Party billing and collections applications in the VistA information system do not segregate the Non-VA care claims from those claims for service rendered at Veterans Health Administration (VHA) healthcare facilities. This makes it difficult to determine whether all monies due VA for Non-VA care services are being billed and collected from Third Party insurance carriers, where applicable. The current process is a resource intensive, manual process with no assurance that all applicable Non-VA charges have been billed and collected. This project will improve the transfer of data from VistA Fee to Integrated Billing. It will record Non-VA revenue in a new fund 5287-13 to allow separate tracking of these revenues. A new third party rate type Fee Reimbursable Insurance has been created to associate the revenues to the new fund. The patch makes the following changes and enhancements: A new Copays on Hold List Manager screen will display the copays that are on hold based on the filters selected by the user. This will ease processing copays on hold. Functionality has also been added to release a copay when the patient does not have billable insurance as well as a copay on hold when the buffer file entry has been processed. The Third Party Follow Up and Trend reports have been modified to display the new rate type. Concurrent Development / Dependencies: -------------------------------------- Patch IB*2.0*554 is dependent upon enhancements in FB*3.5*154 (Separation of Duties). FB*3.5*154 is being released with DSIF*3.2*38 (Separation of Duties), DSIF*3.2*50 (AMC Defect Repair) and FB*3.5*172 (Security Keys for Separation of Duties). There was coordination with the following patches, whereby code from the following patches was incorporated into IB*2.0*554. The following patches must be installed prior to IB*2.0*554: IB*2.0*528 (^IBCNBAR, ^IBCNSM) IB*2.0*530 (^IBJDF11) Patch Components: ----------------- Files & Fields Associated: (Note: This file will not be populated with data for National Release.) File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- IB-FB INTERFACE TRACKING file (#360) New ENTRY NUMBER (#.01) PATIENT (#.02) FB AUTHORIZATION (#.03) AUTH DELETION DATE/TIME (#.04) INITIAL TREATMENT DATE (#.05) CLAIMS TRACKING ENTRY NUMBER (#1.01) BILL/CLAIMS (#1.02) INVOICE NUMBER (#1.03) INTEGRATED BILLING ACTION (#1.04) IV QUEUE (#2.01) UR QUEUE (#2.02) FR QUEUE (#2.03) SC QUEUE (#2.04) BI QUEUE (#2.05) NEXT REVIEW DT (#3.01) 1ST OR 3RD PTY (#3.02) LOG (#4) DATE/TIME (#.01) EVENT (#.02) USER (#.03) Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- IB MT ON HOLD MENU MENU MODIFIED IB OUTPUT HELD CHARGES LM ROUTINE NEW Protocols Associated: (Note: Not all Protocols will be enabled with National Release.) Protocol Name New/Modified/Deleted ------------- -------------------- IB BILLING WORKLIST ACTION MENU NEW IB BILLING WORKLIST ACTIONS NEW IB BILLING WORKLIST CLAIMS TRACKING LINK NEW IB BILLING WORKLIST COMPLETE NEW IB BILLING WORKLIST EXPAND NEW IB BILLING WORKLIST EXPAND MENU PROTOCOL NEW IB BILLING WORKLIST EXPAND REFRESH NEW IB BILLING WORKLIST HISTORY NEW IB BILLING WORKLIST INSURANCE LINK NEW IB BILLING WORKLIST MENU NEW IB BILLING WORKLIST REFRESH NEW IB BILLING WORKLIST REMOVE NEW IB NVC PRECERT WORKLIST IVACTION MENU NEW IB NVC PRECERT WORKLIST IVPRECERT NEW IB NVC PRECERT WORKLIST IVREMOVE NEW IB NVC PRECERT WORKLIST RURACTION MENU NEW IB NVC PRECERT WORKLIST RURCOMP NEW IB NVC PRECERT WORKLIST RURNRD NEW IB NVC PRECERT WORKLIST RURREMOVE NEW IBOH EXPAND HELD CHARGES NEW IBOH EXPORT TO FILE NEW IBOH HELD CHARGES ACCOUNT PROFILE NEW IBOH HELD CHARGES CLAIM TRACKING NEW IBOH HELD CHARGES PATIENT INSURANCE NEW IBOH HELD CHARGES TPJI NEW IBOH HELD CHARGES WORKLIST MENU NEW IBOH PRINT HELD CHARGES RPT NEW IBOH RELEASE HELD CHARGES NEW Templates Associated: (Note: Not all Templates will be enabled with National Release.) Template Name Type File Name (Number) New/Mod/Del ------------- ---- ------------------ ----------- IB SCREEN102 INPUT BILL/CLAIMS (#399) M IB BILLING WORKLIST LIST IB-FB INTERFACE TRACKING (#360) N IB BILLING WORKLIST ACTIONS LIST IB-FB INTERFACE TRACKING (#360) N IB BILLING WORKLIST EXPAND LIST IB-FB INTERFACE TRACKING (#360) N IB BILLING WORKLIST HISTORY LIST IB-FB INTERFACE TRACKING (#360) NIB NVC PRECERT WORKLIST LIST IB-FB INTERFACE TRACKING (#360) NIB NVC PRECERT WORKLIST IV LIST IB-FB INTERFACE TRACKING (#360) N IB NVC PRECERT WORKLIST RUR LIST IB-FB INTERFACE TRACKING (#360) N IBOH HELD CHARGES EXPAND LIST INTEGRATED BILLING ACTION (#350) N IBOH HELD CHARGES LIST LIST INTEGRATED BILLING ACTION (#350) N New Service Requests (NSRs): ---------------------------- 20080918 - Third Party Billing Improvements for Fee Care 20081010 - 3rd Party Billing (IB) Precertification Enhancements 20110303 - Fee-Revenue Enhancements 20110304 - Fee-Revenue SC Decision Change 20120204 - Copays on Hold - Medicare/No Insurance Patient Safety Issues (PSIs): ------------------------------ N/A Remedy Ticket(s) & Overviews: ----------------------------- N/A Test Sites: ---------- Omaha - Central Plains St. Cloud Software and Documentation Retrieval Instructions: ---------------------------------------------------- Software being released as a host file and/or documentation describing the new functionality introduced by this patch are 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 software and/or 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 Transfer Mode ------------------------------------------------------------------ Installation Guide ib_2_0_554_ig.pdf Binary Release Notes ib_2_0_554_rn.pdf Binary User Manual ib_2_0_554_um.pdf Binary Patch Installation: Pre/Post Installation Overview: ------------------------------- The post installation routine, IB20P554 is not automatically deleted as part of the installation process. You may delete it after installation if you desire. 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 5 minutes to install. To ensure consistency in revenue reporting, all locally added Fee rate types should be deactivated. Deactivation is not a pre-requisite for installation. Deactivation is executed via the Enter Edit Charge Master / Edit Rate Type option in VistA. Validation of rate type deactivation should be completed by local CPAC Billing Manager / ADPAC. // ED Edit Rate Type Enter/Edit a Rate Type:Local Fee Rate Type Who's Responsible: INSURER NAME: Locally Added Rate Type// BILL NAME: Locally added bill name// ABBREVIATION: Locally added abbrev.// IS THIS A THIRD PARTY BILL?: YES// REIMBURSABLE INSURANCE?: YES// NSC STATEMENT ON UB BILLS: YES// INACTIVE: NO// 1 YES Installation Instructions: -------------------------- This process will install new and updated routines and other components listed above. There is a post-install routine that will add entries to a number of files. 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 number: IB*2.0*554 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//' enter NO and press enter. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' enter NO and press enter. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' enter YES and press enter. When prompted 'Enter options you wish to mark as 'Out Of Order' answer IB MT NIGHT COMP and press enter. 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Post-Installation Instructions: ------------------------------- There are no special tasks to perform after this patch installation. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 81 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IB20P554 Before: n/a After: B39765133 **554** Routine Name: IBBFAPI Before: B43892084 After: B44458581 **267,297,249,317,361,384,404, 516,554** Routine Name: IBCBB1 Before:B116504133 After:B124097608 **27,52,80,93,106,51,151,148, 153,137,232,280,155,320,343, 349,363,371,395,384,432,447, 488,554** Routine Name: IBCD Before: B9728970 After: B9905224 **312,554** Routine Name: IBCNBAR Before: B51423558 After: B66457219 **82,240,345,413,416,497,528,554** Routine Name: IBFBNP1 Before: n/a After: B66983846 **554** Routine Name: IBFBUTIL Before: n/a After: B25082093 **554** Routine Name: IBFBWL Before: n/a After:B135814614 **554** Routine Name: IBFBWL1 Before: n/a After: B16922380 **554** Routine Name: IBFBWL2 Before: n/a After: B89700099 **554** Routine Name: IBFBWL3 Before: n/a After: B91726389 **554** Routine Name: IBFBWL4 Before: n/a After: B9096436 **554** Routine Name: IBFBWL5 Before: n/a After: B27189321 **554** Routine Name: IBFBWL6 Before: n/a After: B47401358 **554** Routine Name: IBFBWLR Before: n/a After: B39026410 **554** Routine Name: IBJDF1 Before: B35266004 After: B36261585 **69,118,128,205,554** Routine Name: IBJDF11 Before: B29071797 After: B29605847 **69,80,118,128,204,205,227, 451,530,554** Routine Name: IBJDF12 Before: B22409832 After: B23000114 **69,118,128,123,204,205,554** Routine Name: IBJDF2 Before: B64982439 After: B67800970 **69,91,100,118,133,205,554** Routine Name: IBOHLS Before: n/a After:B128703133 **554** Routine Name: IBOHLS1 Before: n/a After: B97465496 **554** Routine Name: IBOHLS2 Before: n/a After:B137439403 **554** Routine Name: IBOHLSE Before: n/a After: B11055294 **554** Routine Name: IBRUTL Before: B10256030 After: B19501789 **70,82,132,142,176,179,202, 223,363,554** Routine Name: IBTRE Before: B25778020 After: B27154451 **122,51,276,458,554** Routine list of preceding patches: 312, 458, 488, 516, 528, 530 ============================================================================= User Information: Entered By : Date Entered : JUL 29, 2015 Completed By: Date Completed: APR 04, 2017 Released By : Date Released : APR 04, 2017 ============================================================================= Packman Mail Message: ===================== $END TXT