$TXT Created by TAS-EINS-HFD.AAC.DOMAIN.EXT (KIDS) on Wednesday, 04/11/18 at 12:51 ============================================================================= Run Date: JUN 04, 2018 Designation: IB*2*595 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #565 Status: Released Compliance Date: JUL 05, 2018 ============================================================================= Associated patches: (v)IB*2*399 <<= must be installed BEFORE `IB*2*595' (v)IB*2*554 <<= must be installed BEFORE `IB*2*595' (v)IB*2*601 <<= must be installed BEFORE `IB*2*595' Subject: MCCF EDI TAS EINSURANCE BUILD 5 Category: - Enhancement (Mandatory) - Data Dictionary - Routine Description: ============ The purpose of this patch is to meet the requirements of the Medical Care Collection Fund (MCCF) Electronic Data Interchange (EDI) Transaction Application Suite (TAS) Phase 1 project. The post install routine uses IA #4677. Complete List of patch items: 1. Modified VistA to properly file an eligibility response when that response is associated with a payer name that begins with numeric characters. 2. Modified the excel version of the eIV Payer Link Report [IBCNE IIV PAYER LINK REPORT] option to display the correct value for the locally active status column, LOCAL ACTIVE (#365.12, .03), so that eInsurance users have an accurate report and know what payers they may need to update. 3. On the first of the month, the nightly job will automatically purge eIV related inquiries and responses so that outdated responses are removed and database space is maximized. If the automatic purge process can't be completed, the proper authorities will be notified via email message to mailman group "IBCNE EIV MESSAGE" and outlook address VHAEINSURANCERR@domain.ext . 4. Modified VistA to display the additional one letter Source of Information (SOI) codes associated with the SOURCE OF INFORMATION FILE (#355.12) on the screens for the Process Insurance Buffer [IBCN INSURANCE BUFFER PROCESS] option (insurance buffer). This allows the user to determine how the insurance buffer entry was created and assist with work-list sorting. The help text has been updated to include the new SOI codes. 5. Removed the ability to directly create insurance policies on the patient's insurance records from outside of the IB package. Disallowed users from creating an entry in the INSURANCE TYPE sub-file (#2.312) within the PATIENT file (#2) via the Fee Patient Inquiry [FBAA PATIENT INQUIRY] option, via the Preregister a Patient [DGPRE PRE-REGISTER OPTION] option and via the Register a Patient [DG REGISTER PATIENT] option. Using those same options, users can now create an insurance buffer entry for any insurance company, including "MEDICARE (WNR)". 6. Enhanced the ability to manage auto match entries, a user holding security key IBCNE EIV MAINTANENCE can access the Enter/Edit Auto Match Entries [IBCNE AUTO MATCH ENTER/EDIT] option to delete existing entries within that option. Users who do not hold security key IBCNE EIV MAINTANENCE cannot access the Enter/Edit Auto Match Entries [IBCNE AUTO MATCH ENTER/EDIT] option. 7. In the IIV RESPONSE (#365) file, capture the patient's internal entry number for the INSURANCE TYPE sub-file (#2.312) within the Patient (#2) file to accurately track when an auto-update successfully updates a patient's policy. The eIV Auto Update Report [IBCNE EIV UPDATE REPORT] option will utilize the data to more accurately report on all auto updated policies for a given time frame. Manual user verification will no longer impact the report results. Adjusted the daily Financial Service Center (FSC) registration message to report only yesterday's data to protect against duplication. 8. Modified VistA to update the VERIFIED BY field (#2.312, 1.04) and the LAST EDITED BY field (#2.312, 1.06) in a timely manner with accurate data so that downstream processes and reports contain the proper information. 9. Persisted the Source of Information (#2.312, 1.09) field so that it always reflects the original SOI specifying how the policy was identified. This will facilitate generating return on investment reports that associate dollars collected with the source used to identify the insurance policy. Added a unique SOI identifier, "MYVA HEALTH JOURNAL", that may be utilized to augment source reporting. 10. Modified VistA to generate a SOI of "eIV" from the eIV Appointment extract to be saved in the IIV TRANSMISSION QUEUE (#365.1) file in field SOURCE OF INFORMATION (#3.02) so that outbound Health Level Seven messages can carry the SOI and FSC can persist the data accurately and use it for data analysis. 11. When moving subscribers to a different insurance plan, VistA allows the user to add/edit the BANKING IDENTIFICATION NUMBER (#355.3, 6.02) and the PROCESSOR CONTROL NUMBER (#355.3,6.03) to ensure that those fields are populated in the destination group insurance plan. 12. Vista was updated to prevent the Insurance buffer from being auto-updated when the Source of Information code (#2.312, 1.09) is "Contract Services". 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 (#) Deleted ------------------- --------------------------------- ------------- IIV RESPONSE (#365) PATIENT (#.02) Modified IIV RESPONSE (#365) PAYER (#.03) Modified IIV RESPONSE (#365) DATE/TIME RECEIVED (#.07) Modified IIV RESPONSE (#365) INSUR RECORD IEN (#.12) New IIV RESPONSE (#365) EIV AUTO-UPDATE (#.13) New IIV RESPONSE (#365) AUTO (Cross-Reference) New Forms Associated: New/Modified/ Form Name File Name (#) Deleted --------- ------------------ ------------- N/A Mail Groups Associated: New/Modified/ Mail Group Name Deleted --------------- ------------- N/A Options Associated: New/Modified/ Option Name Type Deleted ----------- ---- ------------- N/A Protocols Associated: New/Modified/ Protocol Name Deleted ------------- ------------- N/A Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A Templates Associated: New/Modified/ Template Name Type File Name (#) Deleted ------------- ---- ------------------ ------------- N/A Additional Information: N/A New Service Requests (NSRs) ---------------------------- N/A Patient Safety Issues (PSIs) ----------------------------- N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- 1. N/A Problem: ------- N/A Resolution: ---------- N/A Test Sites: ---------- CINCINNATI, OH MONTANA HCS 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: 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 ----------------------------------------------------------------------- Electronic Insurance IB_2_0_P595_EIV_UM.pdf Binary Verification (eIV) User Guide Electronic Insurance IB_2_0_P595_EIV_TM.pdf Binary Verification (eIV) Technical Manual/Security Guide Deployment, Installation, IB_2_0_P595_IG.pdf Binary Back-out, and Rollback Guide (IB*2.0*595) Patch Installation: Pre/Post Installation Overview ------------------------------ The post install routine IBY595PO can be deleted after installation. Refer to the post-installation instructions for more details regarding what this routine specifically does. Pre-Installation Instructions: ------------------------------ ***************************************************************** * You should install this patch during non-peak hours, when no * * Integrated Billing users are on the system. * ***************************************************************** This patch may be installed with users on the system although it is *strongly* 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. These options should be disabled during the install: [IBCN INSURANCE BUFFER PROCESS] [IBCN PATIENT INSURANCE] [IBCNE IIV PAYER LINK REPORT] [FBAA PATIENT INQUIRY] [DGPRE PRE-REGISTER OPTION] [DG REGISTER PATIENT] [IBCN MOVE SUBSCRIB TO PLAN] Installation Instructions ------------------------- *** Do not install this patch when the eIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] background job is running. Install Time: Less than 5 minutes. 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*595. 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 INHIBIT LOGONs during the install? NO//' Answer NO 6. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//', enter YES. When prompted 'Enter options you wish to mark as 'Out Of Order': Enter the following options one at a time: [IBCN INSURANCE BUFFER PROCESS] [IBCN PATIENT INSURANCE] [IBCNE IIV PAYER LINK REPORT] [FBAA PATIENT INQUIRY] [DGPRE PRE-REGISTER OPTION] [DG REGISTER PATIENT] [IBCN MOVE SUBSCRIB TO PLAN] When prompted 'Enter protocols you wish to mark as 'Out Of Order': Press the Return or Enter key as there are no protocols that needs to be marked as 'Out of Order'. 7. If prompted "Delay Install (Minutes): (0 - 60): 0// respond 0. Post-Installation Instructions ------------------------------ The post install (IBY595PO) has two assignments: a. Check and Add if needed a new Source of Information (#355.12) entry. Code (#355.12,.01) to "20" Description (#355.12,.02) to "MYVA HEALTH JOURNAL" ACRONYM (#355.12,.03) to "MVAH" b. Check and Add if needed a New Person (#200) entry (IA #4677.) NAME (#200,.01) to "AUTOUPDATE,IBEIV" User Class (#200.07,.01) to "APPLICATION PROXY" Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 29 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBCNBAR Before: B66457219 After: B66826717 **82,240,345,413,416,497,528, 554,595** Routine Name: IBCNBLL Before:B148784052 After:B157960738 **82,149,153,183,184,271,345, 416,438,435,506,519,528,549, 601,595** Routine Name: IBCNEAME Before: B9090150 After: B13446799 **184,252,595** Routine Name: IBCNEDE Before: B35885367 After: B48578031 **184,271,300,416,438,497,549, 593,595** Routine Name: IBCNEDE2 Before: B88831173 After: B91260138 **184,271,249,345,416,438,506, 549,593,595** Routine Name: IBCNEDST Before: B57795358 After: B64728722 **497,506,549,595** Routine Name: IBCNEHL1 Before:B155699201 After:B169495376 **300,345,416,444,438,497,506, 549,593,601,595** Routine Name: IBCNEHL3 Before:B171692667 After:B171754905 **300,416,497,506,595** Routine Name: IBCNEKI2 Before: B9273638 After: B9851422 **271,316,416,595** Routine Name: IBCNEKIT Before: B55673167 After: B78057141 **184,271,316,416,549,595** Routine Name: IBCNERPD Before:B108873361 After:B110303722 **184,252,416,521,528,595** Routine Name: IBCNERPF Before: B35587922 After: B38432371 **416,528,549,595** Routine Name: IBCNERPG Before: B51210670 After: B57439598 **416,528,549,595** Routine Name: IBCNERPH Before: B48112420 After: B52475568 **416,528,549,595** Routine Name: IBCNSMM Before: B21854403 After: B19301339 **103,133,184,516,601,595** Routine Name: IBCNSP01 Before: B52258890 After: B52030470 **43,52,85,251,371,377,416,452, 497,595** Routine Name: IBCNSUR2 Before: B18995204 After: B21196070 **103,238,399,595** Routine Name: IBCNVRD1 Before:B219042298 After:B208983433 **528,595** Routine Name: IBY595PO Before: n/a After: B6003457 **595** Routine list of preceding patches: 399, 554, 601 ============================================================================= User Information: Entered By : Date Entered : JUN 07, 2017 Completed By: Date Completed: JUN 04, 2018 Released By : Date Released : JUN 04, 2018 ============================================================================= Packman Mail Message: ===================== $END TXT