$TXT Created by at TAS-EINS-HFD.AAC.DOMAIN.EXT (KIDS) on Thursday, 09/17/20 at 12:31 ============================================================================= Run Date: NOV 02, 2020 Designation: IB*2*664 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #623 Status: Released Compliance Date: DEC 02, 2020 ============================================================================= Associated patches: (v)IB*2*602 <<= must be installed BEFORE `IB*2*664' (v)IB*2*659 <<= must be installed BEFORE `IB*2*664' Subject: MCCF EDI TAS EINSURANCE 16 Category: - Enhancement (Mandatory) - Routine - Data Dictionary - Other Description: ============ ************************************************************************* * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * Queuing of this patch has been disabled as installers have to * * reschedule a job in TaskMan immediately after the installation * * completes. * ************************************************************************* 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 2 project. 1. VistA has been modified so that when viewing a policy under the Patient Insurance Info View/Edit [IBCN PATIENT INSURANCE] option, any action that updates or adds the EFFECTIVE DATE OF POLICY (#2.312,8) and the INSURANCE EXPIRATION DATE (#2.312,3) fields on a policy will require the user to enter a precise date (i.e., mm/dd/yyyy). 2. VistA has been modified so that the "CV" Add/Edit Coverage action when viewing a policy under the Patient Insurance Entry/Edit [IBCN PATIENT INSURANCE] option, will only allow precise dates (i.e., mm/dd/yyyy) for new dates when prompted for the EFFECTIVE DATE. An imprecise date, is only allowed to access a pre-existing Effective Date for a Plan's Coverage Limitation. 3. VistA has been modified so that the Expire Group Plan [IBCN EXPIRE GROUP SUBSCRIBERS] option, will only allow precise dates (i.e., mm/dd/yyyy) at the ENTER EXPIRATION DATE (APPLIED TO ALL SUBSCRIBERS IN THIS PLAN) prompt. 4. VistA has been modified to include a new eIV Payer Date of Death Report [IBCNE EIV PAYER DOD REPORT] which has been added to the Insurance Reports [IBCN INS RPTS] menu. This report enables the user to generate a report of insurance carriers reporting patient deaths so that Insurance Verifiers can forward information to the VA registration offices for research. 5. VistA has been modified so that the auto-update count, which is sent to the Financial Services Center (FSC) via eIV's HL7 Registration Message, is split into two separate amounts. These two amounts are the total number of Non-Medicare eIV responses and the total number of Medicare eIV responses. 6. VistA has been modified to include an enhanced Source Of Information Report [IB OUTPUT PRE-REG SOURCE REPT]. This report has been modified to accurately show the claims and payments that meet selected filter criteria based on the source of information. This report has both a summary and detailed version that the user may run. 7. VistA has been modified to include an enhanced Generate Insurance Company Listings [IBCN ID DUP INSURANCE ENTRIES] to include the 9-digit ZIP code portion of the Insurance Company address, in both Report and Excel output formats. 8. VistA has been modified so that the User Edit Report [IBCN USER EDIT RPT] will additionally include the following fields in the INSURANCE COMPANY (#36) and PAYER (#365.12) files: o EDI ID NUMBER - PROF (#36, 3.02) o EDI ID NUMBER - INST (#36, 3.04) o LOCAL ACTIVE (#365.121, .03) 9. VistA has been modified to remove obsolete ePharmacy code from the eInsurance software which receives/processes eIV incoming HL7 messages including eIV related table updates. 10. This patch corrects the display of the source of information on within the Process Insurance Buffer option [IBCN INSURANCE BUFFER PROCESS]. When the source of information for a record is "Community Care Network" the letter "U" is now displayed under the "S" column rather than leaving that column empty. 11. VistA has been modified to include a new entry in the Source Of Information file (#355.12). This new entry is "Electronic Health Record" with an acronym of "EHR". When the source of information for a record is "Electronic Health Record" the letter "W" is now displayed under the "S" column. 12. VistA has been modified to provide the end user with the ability to select which policies will be saved to the buffer (INSURANCE VERIFICATION PROCESSOR (#355.33) file) via the Remote Insurance Query [IBCN REMOTE INSURANCE QUERY] option. The end user is now able to select a single policy, a range of policies, or multiple policies to be saved to the buffer. 13. VistA has been modified to include comments in the technical description on those fields the eInsurance team owns within the Integrated Billing data files which trigger Enrollment System (ES) Z07 registration update messages. The purpose of these new comments is to direct developers to provide the ES team advance notice if a patch will potentially impact ES by triggering an increased number of Z07 messages. This will allow the ES team to prepare for the potential increase in Z07 messages that will occur or potentially occur upon installing the future patch in Production. 14. VistA has been modified to correct an issue that was introduced with the installation of patch IB*2.0*659. The issue that was introduced caused the eInsurance Rapid Response team to receive some invalid messages stating that the "IIV EC" HL7 logical link needed to be turned back on. The invalid messages that were being received were due to the fact that it can take longer to transmit HL7 messages than had been initially anticipated. The solution to this issue was to modify the software to wait up to 6 hours before determining that the "IIV EC" HL7 logical link needed to be turned back on. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- PATIENT (#2) MODIFIED COVERED BY HEALTH INSURANCE? (#.3192) MODIFIED INSURANCE TYPE sub-file (#2.312) MODIFIED INSURANCE TYPE (#.01) MODIFIED GROUP PLAN (#.18) MODIFIED *SUBSCRIBER ID (#1) MODIFIED *GROUP NUMBER (#2) MODIFIED INSURANCE EXPIRATION DATE (#3) MODIFIED PT. RELATIONSHIP - HIPAA (#4.03) MODIFIED WHOSE INSURANCE (#6) MODIFIED NAME OF INSURED (#7.01) MODIFIED SUBSCRIBER ID (#7.02) MODIFIED EFFECTIVE DATE OF POLICY (#8) MODIFIED PT. RELATIONSHIP TO INSURED (#16) MODIFIED *NAME OF INSURED (#17) MODIFIED INSURANCE COMPANY (#36) MODIFIED EDI ID NUMBER - PROF (#3.02) MODIFIED EDI ID NUMBER - INST (#3.04) MODIFIED GROUP INSURANCE PLAN (#355.3) MODIFIED *GROUP NUMBER (#.04) MODIFIED GROUP NUMBER (#2.02) MODIFIED PAYER (#365.12) MODIFIED APPLICATION sub-file (#1) MODIFIED LOCAL ACTIVE (#.03) MODIFIED Forms Associated: Form Name File Number New/Modified/Deleted --------- ----------- -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- N/A Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- IB INPATIENT VET REPORT RUN ROUTINE ATTACHED IB OUTPATIENT VET REPORT RUN ROUTINE ATTACHED IB OUTPUT INPTS WITHOUT INS RUN ROUTINE ATTACHED IB OUTPUT OPTS WITHOUT INS RUN ROUTINE ATTACHED IB OUTPUT PRE-REG SOURCE REPT RUN ROUTINE MODIFIED IB OUTPUT TREND REPORT RUN ROUTINE ATTACHED IBCEM PATIENTS W/O MEDICARE RUN ROUTINE ATTACHED IBCN GRP PLAN FILES RPT RUN ROUTINE ATTACHED IBCN ID DUP INSURANCE ENTRIES RUN ROUTINE ATTACHED IBCN INS PLANS MISSING DATA RUN ROUTINE ATTACHED IBCN INS RPTS MENU MODIFIED IBCN LIST INACTIVE INS W/PAT RUN ROUTINE ATTACHED IBCN LIST NEW NOT VER RUN ROUTINE ATTACHED IBCN LIST PLANS BY INS CO RUN ROUTINE ATTACHED IBCN NO COVERAGE VERIFIED RUN ROUTINE ATTACHED IBCN OUTPUT INS BUFF ACTIVITY RUN ROUTINE ATTACHED IBCN OUTPUT INS BUFF EMPLOYEE RUN ROUTINE ATTACHED IBCN POL W/NO EFF DATE REPORT RUN ROUTINE ATTACHED IBCN PT W/WO INSURANCE REPORT RUN ROUTINE ATTACHED IBCN USER EDIT RPT RUN ROUTINE ATTACHED IBCNE EIV PAYER DOD REPORT RUN ROUTINE NEW IBCNE EIV UPDATE REPORT RUN ROUTINE ATTACHED IBCNE IIV PAYER LINK REPORT RUN ROUTINE ATTACHED IBCNE IIV PAYER REPORT RUN ROUTINE ATTACHED IBCNE IIV RESPONSE REPORT RUN ROUTINE ATTACHED IBCNE IIV STATISTICAL REPORT RUN ROUTINE ATTACHED IBCNE POTENTIAL NEW INS FOUND MENU ATTACHED IBJD INTAKE INS RUN ROUTINE ATTACHED IBJD INTAKE POL NOT VER RUN ROUTINE ATTACHED Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- IBCN RDV BLANK NEW IBCN RDV DESELECT NEW IBCN RDV MENU NEW IBCN RDV POL DESELECT NEW IBCN RDV POL SEL MENU NEW IBCN RDV SELECT NEW IBCN RDV SHOW SELECTED NEW IBCNS EXIT ATTACH TO MENU Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- N/A Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/Deleted -------------- -------------------- N/A Additional Information: ----------------------- New Service Requests (NSRs): N/A Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: N/A Test Sites: ---------- BOSTON HCS MINNEAPOLIS, MN SHREVEPORT, LA Software and Documentation Retrieval Instructions: ---------------------------------------------------- The software for this patch is being released in a PackMan message. Documentation describing the new functionality is included in this release. Documentation can be found on the VA Software Documentation Library at: https://www.domain.ext/vdl/ Documentation Title File Name ----------------------------------------------------------------------- Deployment, Installation, Back-out, and IB_2_0_P664_IG.PDF Rollback Guide (IB*2.0*664) Electronic Insurance Verification (eIV) IB_2_0_P664_EIV_TM.PDF Technical Manual/Security Guide Integrated Billing (IB) V.2.0 Technical Manual IB_2_0_P664_TM.PDF Electronic Insurance Verification (eIV) IB_2_0_P664_EIV_UM.PDF User Guide Integrated Billing (IB) V. 2.0 User Manual IB_2_0_P664_UM.PDF Patch Installation: ------------------- Pre/Post Installation Overview: DO NOT QUEUE the installation of this patch. The pre-install routine removes two existing triggers associated with the INSURANCE TYPE (#2.3121, .01) field. The fourth and fifth triggers that are defined for that field will be deleted. These triggers will automatically be restored with the installation of this patch, but with updated M code. The triggers will function the same after the patch was installed, as they did before they were updated. The pre-install code can be found in the routine IBY664PO. The post install routine adds a new source of information to the SOURCE OF INFORMATION (#355.13) file. The post install routine also automatically updates the eIV interface version number. The post install code can be found in the routine IBY664PO. To avoid disruptions, this patch should be installed during non-peak hours when there is minimal activity on the system and there are few Integrated Billing users on the system. The environment routine IBY664E and the pre/post installation routine IBY664PO may be deleted after the installation is complete. 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. These options should be disabled during the install: Insurance Reports ... [IBCN INS RPTS] Patient Insurance Entry/Edit [IBCN PATIENT INSURANCE] Expire Group Plan [IBCN EXPIRE GROUP SUBSCRIBERS] Source Of Information Report [IB OUTPUT PRE-REG SOURCE REPT] Generate Insurance Company Listings [IBCN ID DUP INSURANCE ENTRIES] User Edit Report [IBCN USER EDIT RPT] Remote Insurance Query [IBCN REMOTE INSURANCE QUERY] ************************************************************************** *IMPORTANT:The VistA option eIV Nightly Process [IBCNE IIV BATCH PROCESS]* * should be unscheduled in TaskMan before installing IB*2.0*664.* * * * 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 unschedule 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: OCT 4,2019@03:00 @ >> 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 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 build. Then select the INSTALL/CHECK MESSAGE PackMan option to load the build. 2. From the Kernel Installation and Distribution System Menu, select the Installation Menu. From this menu, A. Select the Verify Checksums in Transport Global option to confirm the integrity of the routines that are in the transport global. When prompted for the INSTALL NAME enter the patch or build name. (ex. IB*2.0*664). NOTE: Using will not bring up a Multi-Package build even if it was loaded immediately before this step. It will only bring up the last patch in the build. B. Select the Backup a Transport Global option to create a backup message of any routines exported with this patch. For each patch you can specify what to backup; the entire Build or just Routines. When asked to specify what to backup, select Routines. It is NOT recommended to use this backup to restore the system as it will NOT restore your system to pre-patch condition. C. You may also elect to use the following options: i. Print Transport Global - This option will allow you to view the components of the KIDS build. ii. 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 of the components of this patch, such as routines, DDs, templates, etc. D. Select the Install Package(s) option and choose the patch to install. i. If prompted 'Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//', answer YES. ii. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//' answer NO. iii. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//', Answer YES. a. When prompted 'Enter options you wish to mark as 'Out Of Order':', select the following options: Option Name Menu Text ----------- --------- Insurance Reports [IBCN INS RPTS] Patient Insurance Entry/Edit [IBCN PATIENT INSURANCE] Expire Group Plan [IBCN EXPIRE GROUP SUBSCRIBERS] Source Of Information Report [IB OUTPUT PRE-REG SOURCE REPT] Generate Insurance Company Listings [IBCN ID DUP INSURANCE ENTRIES] User Edit Report [IBCN USER EDIT RPT] Remote Insurance Query [IBCN REMOTE INSURANCE QUERY] Press the Enter key when you are done selecting options. b. When prompted 'Enter protocols you wish to mark as 'Out Of Order': press the Enter key. c. If prompted 'Delay Install (Minutes): (0 - 60):0//', answer 0. Post-Installation Instructions: The post-install routine will automatically update the eIV Interface version number. It also adds ELECTRONIC HEALTH RECORD as a new Source of Information in the SOURCE OF INFORMATION (#355.12) file. ***************************************************************** * 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 03:00 am * * local time. * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this * * option !!! * ***************************************************************** Back-Out/Roll Back Plan: ------------------------ The Backout Procedure of this patch will be performed only with the concurrence and participation of the appropriate VA site/region personnel. The decision to back out the patch will be a joint decision between VA site/region personnel and other appropriate VA personnel. For more information pertaining to the Backout Procedure, please refer to the "Deployment, Installation, Back-out, and Rollback Guide (IB*2.0*664)". 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: IBCNAU Before: B50832462 After: B47607723 **528,664** Routine Name: IBCNAU1 Before: B17152074 After: B28843828 **528,664** Routine Name: IBCNAU2 Before: B24403828 After: B44319865 **528,664** Routine Name: IBCNAU3 Before: B12969808 After: B33376921 **528,602,664** Routine Name: IBCNBLL Before:B158628352 After:B160417588 **82,149,153,183,184,271,345, 416,438,435,506,519,528,549, 601,595,631,664** Routine Name: IBCNEDE Before: B69429225 After: B79673841 **184,271,300,416,438,497,549, 593,595,621,659,664** Routine Name: IBCNEDE1 Before: B50422313 After: B53140253 **184,271,416,438,435,467,497, 528,549,601,664** Routine Name: IBCNEDST Before: B65928794 After: B79938081 **497,506,549,595,659,664** Routine Name: IBCNEHLM Before: B25440214 After: B26455741 **184,251,300,416,438,497,506, 549,601,621,631,659,664** Routine Name: IBCNEHLT Before: B95865249 After: B73236579 **184,251,271,300,416,438,506, 549,582,601,621,664** Routine Name: IBCNERPM Before: n/a After:B137295067 **664** Routine Name: IBCNERTQ Before: B52136910 After: B53037203 **438,467,497,549,582,593,601, 631,659,664** Routine Name: IBCNINSL Before: n/a After: B16002763 **664** Routine Name: IBCNRDV Before:B146805068 After:B152726896 **214,231,361,371,452,593,631,664** Routine Name: IBCNRDV1 Before: n/a After: B47229773 **664** Routine Name: IBCNSJ51 Before: B64267141 After: B83628324 **43,631,664** Routine Name: IBCNSUR Before:B131418993 After:B131871930 **103,276,506,516,549,602,664** Routine Name: IBCOMD1 Before: B37249446 After: B44802539 **103,528,602,664** Routine Name: IBCOPR Before: B37055885 After:B127295007 **75,345,528,664** Routine Name: IBCOPR1 Before: B58373479 After: B56793499 **75,345,528,664** Routine Name: IBY664E Before: n/a After: B279371 **664** Routine Name: IBY664PO Before: n/a After: B27385830 **664** Routine list of preceding patches: 602, 659 ============================================================================= User Information: Entered By : Date Entered : OCT 30, 2019 Completed By: Date Completed: NOV 02, 2020 Released By : Date Released : NOV 02, 2020 ============================================================================= Packman Mail Message: ===================== $END TXT