$TXT Created by TAS-EINS-HFD.AAC.DOMAIN.EXT (KIDS) on Monday, 10/15/18 at 09:31 ============================================================================= Run Date: JAN 08, 2019 Designation: IB*2*621 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #578 Status: Released Compliance Date: JAN 23, 2019 ============================================================================= Associated patches: (v)IB*2*519 <<= must be installed BEFORE `IB*2*621' (v)IB*2*595 <<= must be installed BEFORE `IB*2*621' Subject: MCCF EDI TAS EINSURANCE BUILD 7 Category: - Routine - Enhancement (Mandatory) - Data Dictionary - Input Template - Other Description: ============ *** Note: This patch has a mandatory 15 day installation compliance. *** Note: This patch cannot be QUEUED. 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. Complete List of patch items: 1. Adjusted the VistA software that purges electronic Insurance Verification (eIV) related inquiries and responses, including records contained in the new EIV EICD TRACKING (#365.18) file (TRACKING), to correctly evaluate the "Do Not Purge" field (#365,.11) found on the IIV Response File (#365) (RESPONSE) record. When a candidate RESPONSE record contains a "Do Not Purge" field set to "1" (Yes), the RESPONSE record, the associated IIV TRANSMISSION QUEUE (#365.1) file (TQ) record and the associated EIV EICD TRACKING (#365.18) record will be retained. Only those RESPONSE records (plus the associated TQ and TRACKING records) that meet the criteria for purging and have a "Do Not Purge" field set to "0" (No) will be deleted. Note: A TRACKING record may point to 1 (one) or more sets of TQ and RESPONSE records. If any RESPONSE record associated with a TRACKING record contains a "Do Not Purge" field set to "1" (Yes) then all associated TQ and RESPONSE records of that TRACKING record will be retained. There is no limit to the number of sets of TQ and RESPONSE records that can be associated with a TRACKING record. 2. VistA has been enhanced to create Electronic Insurance Coverage Discovery (EICD) identification inquiries for scheduled patients that have no active insurance information. The "No Insurance" extract (which is not visible to the users today) has been recommissioned as the "EICD" extract and rewritten to examine upcoming appointments for patients without active insurance. The "EICD" extract is displayed to the users as the 3rd extract within the option "MCCR SITE PARAMETER DISPLAY/ED" [IBJ MCCR SITE PARAMETERS], under the selection of "Ins. Verification". Those patients from the "EICD" extract are then forwarded via Health Level Seven (HL7) transactions to the Financial Services Center (FSC) which in turn will forward them to our discovery service vendor. All identification results (discovered insurance or not) are returned to VistA via FSC at which time normal insurance verification inquiries may be issued to the proper payers. When discovered insurances are for eIV payers that are both locally and nationally active, VistA will automatically generate and transmit a normal 270 message to the payer for verification. Any identification results returned to VistA where the discovered insurance are for a non-eIV payer or the eIV payer is not locally/nationally active, will be saved to the INSURANCE VERIFICATION PROCESSOR (#355.33) file (Buffer) for manual processing via VistA or the third-party software ICB (Insurance Capture Buffer). 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 --------------------------- ------------------------------ ------------- PATIENT (#2) DATE LAST EICD RUN (#2001) New (INS node granted via ICR #2643) IB SITE PARAMETERS (#350.9) EICD PAYER (#51.31) New IB SITE PARAMETERS (#350.9) BATCH EXTRACTS (#350.9002) BATCH EXTRACTS (#.01) Modified BATCH EXTRACTS (#350.9002) MAXIMUM EXTRACT NUMBER (#.05) Modified BATCH EXTRACTS (#350.9002) START DAYS (#.07) New BATCH EXTRACTS (#350.9002) DAYS AFTER START (#.08) New BATCH EXTRACTS (#350.9002) FREQUENCY (#.09) New IIV TRANSMISSION QUEUE (#365.1) WHICH EXTRACT (#.1) Modified EICD INS-FND IEN (#.21) New EIV EICD TRACKING (#365.18) 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 -------------------- ------------- IBCNE EIV ID REQUEST New IBCNE EIV ID RESPONSE New IBCNE EIV PIN-I07 IN New IBCNE EIV RQP OUT New Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A Templates Associated: New/Modified/ Template Name Type File Name (#) Deleted -------------- ----- ----------------------- ------------- IBEDIT INS CO1 Input INSURANCE COMPANY (#36) Modified 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: ---------- CENTRAL PLAINS HCS DURHAM, NC MOUNTAIN HOME, TN WHITE RIVER JUNCTION, VT 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: https://www.domain.ext/vdl/ Title File Name SFTP Mode ----------------------------------------------------------------------- Electronic Insurance IB_2_0_P621_EIV_UM.pdf Binary Verification (eIV) User Guide Electronic Insurance IB_2_0_P621_EIV_TM.pdf Binary Verification (eIV) Technical Manual/Security Guide Integrated Billing (IB) V.2.0 IB_2_0_P621_TM.pdf Binary Technical Manual Deployment, Installation, IB_2_0_P621_IG.pdf Binary Back-out, and Rollback Guide (IB*2.0*621) Patch Installation: Pre/Post Installation Overview ------------------------------ DO NOT QUEUE the installation of this patch. To avoid disruptions, these patches should be installed during non-peak hours when there is minimal activity on the system and there are no Integrated Billing users on the system. The post install routine IBY621PO 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: PROCESS INSURANCE BUFFER [IBCN INSURANCE BUFFER PROCESS] MCCR SITE PARAMETER DISPLAY/EDIT [IBJ MCCR SITE PARAMETERS] EIV STATISTICAL REPORT [IBCNE IIV STATISTICAL REPORT] PURGE EIV TRANSACTIONS [IBCNE PURGE IIV DATA] ************************************************************************** *IMPORTANT: The IIV EC HL7 Logical Link will need to be shut down before * * installing IB*2.0*621 and restarted after the installation is* * complete. * * * * CRITICAL: Manila OC, PI (Station #358) You do NOT have this logical * * link running. Skip this step. Go straight to step 1 of * * installation, as you are only installing this patch. You are* * not running or scheduling anything. * ************************************************************************** To shut down the IIV EC HL7 Logical Link perform the following steps. 1. At the option prompt, select the option: HL7 MAIN MENU 2. Then select the option: FILER and Link Management Options 3. Then select the option: START/Stop Links 4. When prompted for "HL LOGICAL LINK NODE", enter "IIV EC" 5. When prompted for "Okay to shut down this job?", enter "YES" ************************************************************************** *IMPORTANT:The VistA option eIV Nightly Process [IBCNE IIV BATCH PROCESS]* * should be unscheduled in TaskMan before installing IB*2.0*621.* * * * CRITICAL: Manila OC, PI (Station #358) You do NOT have this option * * scheduled. Skip this 'unschedule' step. You will only be * * installing this patch. You will not be scheduling this * * option after installation. * ************************************************************************** It will be necessary to unschedule the eIV Nightly Process [IBCNE IIV BATCH PROCESS] option before installing the patch. An example of how to unscheduled this option in TaskMan is shown below: eIV Nightly Process [IBCNE IIV BATCH PROCESS] option ---------------------------------------------------- 1. At the option prompt select the option: TaskMan Management 2. When prompted for "Select TaskMan Management Option", enter "Schedule/Unschedule Options" 3. When prompted for "Select OPTION to schedule or reschedule", enter "IBCNE IIV BATCH PROCESS" 4. When prompted for " ...OK? Yes//", enter "YES" Example below: ------------- Edit Option Schedule Option Name: IBCNE IIV BATCH PROCESS Menu Text: eIV NIGHTLY PROCESS TASK ID: 279418 __________________________________________________________________________ QUEUED TO RUN AT WHAT TIME: JUN 4,2018@22:00 @ ? >> Enter the '@' sign as shown above. >> 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 >> Enter 'S' to Save, as shown above. 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 >> Enter 'E' to Exit, as shown above. Installation Instructions ------------------------- With the exception of Manila OC, PI (Station #358): ** Do not install this patch without shutting down the IIV EC HL7 Logical link. Please refer to the Pre-Installation instructions for directions on how to shut down the IIV EC HL7 Logical Link. ** 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 un-scheduling of this option. 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*621. 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: PROCESS INSURANCE BUFFER [IBCN INSURANCE BUFFER PROCESS] MCCR SITE PARAMETER DISPLAY/EDIT [IBJ MCCR SITE PARAMETERS] EIV STATISTICAL REPORT [IBCNE IIV STATISTICAL REPORT] PURGE EIV TRANSACTIONS [IBCNE PURGE IIV DATA] 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. 8. When prompted "Device: HOME//", respond with the correct device but do * NOT * queue this install. Post-Installation Instructions ------------------------------ The post install (IBY621PO) has three duties: a. Create or update the EICD (#4) entry in the BATCH EXTRACTS sub-file (#350.9002) of the IB SITE PARAMETERS (#350.9) b. Send a registration message to FSC to adjust the Health Level 7 (HL7) version and initiate any table updates for this patch. c. Check and remove any insurance links created by users linking to the National EICD payer. In order to verify the patch post-installation routine was run successfully, please examine the Install File for this patch and report any error messages to Health Product Support. ***************************************************************** * IMPORTANT * * Once the patch has COMPLETED INSTALLATION, the IIV EC HL7 * * Logical Link that was stopped during pre-installation must be * * restarted. Please follow the steps in the pre-installation * * for stopping the IIV EC HL7 Logical Link to restart it. NOTE: * * step 4 is not prompted when restarting an HL7 Logical Link. * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT start this HL7 * * Logical Link !!! * ***************************************************************** ***************************************************************** * IMPORTANT * * Once the patch has COMPLETED INSTALLATION, reschedule the eIV * * NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] option that was * * unscheduled during pre-installation. Please schedule this * * option to run once a day (like you had before) for 22:00 local* * time. * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this * * option !!! * ***************************************************************** Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 14 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBCNEBF Before: B46385823 After: B48497431 **184,271,361,371,416,438,497,621** Routine Name: IBCNEDE Before: B48578031 After: B50050843 **184,271,300,416,438,497,549, 593,595,621** Routine Name: IBCNEDE2 Before: B91260138 After: B91847080 **184,271,249,345,416,438,506, 549,593,595,621** Routine Name: IBCNEDE4 Before: B81971988 After: B60089694 **184,271,416,621** Routine Name: IBCNEDE5 Before: B29541392 After: B14392775 **184,271,416,497,549,621** Routine Name: IBCNEDE6 Before: B33816621 After: B7201517 **184,271,345,416,497,506,621** Routine Name: IBCNEDE7 Before: B28965288 After: B32586873 **271,416,438,497,601,621** Routine Name: IBCNEDEP Before: B94374860 After:B106470156 **184,271,300,416,438,506,533, 549,601,621** Routine Name: IBCNEHL1 Before:B169495376 After:B194684337 **300,345,416,444,438,497,506, 549,593,601,595,621** Routine Name: IBCNEHL2 Before: B70236887 After: B75613048 **300,345,416,438,497,621** Routine Name: IBCNEHL3 Before:B171754905 After:B172154152 **300,416,497,506,595,621** Routine Name: IBCNEHL4 Before:B176214857 After:B209669693 **300,416,438,497,506,519,621** Routine Name: IBCNEHL6 Before: B6767366 After: B12205961 **601,621** Routine Name: IBCNEHL7 Before: n/a After: B34924537 **621** Routine Name: IBCNEHLI Before: B8125280 After: B11205168 **184,252,251,271,300,416,550, 601,621** Routine Name: IBCNEHLM Before: B23949973 After: B24096430 **184,251,300,416,438,497,506, 549,601,621** Routine Name: IBCNEHLQ Before: B60954828 After:B100204371 **184,271,300,361,416,438,467, 497,533,516,601,621** Routine Name: IBCNEHLT Before: B94982650 After: B95865249 **184,251,271,300,416,438,506, 549,582,601,621** Routine Name: IBCNEKIT Before: B78057141 After:B147072833 **184,271,316,416,549,595,621** Routine Name: IBCNEMS1 Before: n/a After: B7021261 **621** Routine Name: IBCNEPM Before: B15040845 After: B15435667 **184,601,621** Routine Name: IBCNERP0 Before: B5707694 After: B5584263 **184,271,416,621** Routine Name: IBCNERP7 Before: B30436149 After: B35463903 **184,416,528,621** Routine Name: IBCNERP8 Before: B75472595 After:B110475563 **184,271,345,416,506,621** Routine Name: IBCNERP9 Before:B133982311 After:B183643958 **184,271,416,506,528,621** Routine Name: IBCNEUT5 Before: B57334702 After: B63252821 **184,284,271,416,621** Routine Name: IBJPI Before: B43418759 After: B54110191 **184,271,316,416,438,479,506, 528,549,601,621** Routine Name: IBY621PO Before: n/a After: B16847703 **621** Routine list of preceding patches: 519, 595 ============================================================================= User Information: Entered By : Date Entered : APR 09, 2018 Completed By: Date Completed: JAN 07, 2019 Released By : Date Released : JAN 08, 2019 ============================================================================= Packman Mail Message: ===================== $END TXT