$TXT Created by at TAS-EINS-HFD.AAC.DOMAIN.EXT (KIDS) on Thursday, 10/26/23 at 13:11 ============================================================================= Run Date: DEC 20, 2023 Designation: IB*2*763 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #706 Status: Released Compliance Date: JAN 19, 2024 ============================================================================= Associated patches: (v)IB*2*732 <<= must be installed BEFORE `IB*2*763' (v)IB*2*752 <<= must be installed BEFORE `IB*2*763' Subject: MCCF EDI TAS EINSURANCE 25 Category: - Enhancement (Mandatory) - Routine - Data Dictionary - Other 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 2 project. 1. When the user selects to use the "EB" EXPAND BENEFITS action within the option 'Patient Insurance Info View/Edit' [IBCN PATIENT INSURANCE INFO VIEW/EDIT], the following is displayed at the top portion of the screen: "** Based on service date xx/xx/xxxx and service type: xxxxxx". In some cases, the service type displayed is inaccurate. This patch corrects that inaccuracy. 2. Modified VistA to reflect who last updated the Coverage Limitations and when. This can be viewed when looking at a patient's policy under the following options: - Insurance Company Entry/Edit [IBCN INSURANCE CO EDIT] - Patient Insurance Info View/Edit [IBCN PATIENT INSURANCE INFO VIEW/EDIT] - View Patient Insurance [IBCN VIEW PATIENT INSURANCE] - Third Party Joint Inquiry [IBJ THIRD PARTY JOINT INQUIRY] - Claims Tracking Edit [IBT EDIT BI TRACKING] - Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] - Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] - Claims Tracking Edit [IBT EDIT TRACKING ENTRY] 3. Updated existing report 'eIV Auto Update Report' [IBCNE EIV UPDATE REPORT] to include the source of information. 4. Added new report 'Insurance Company Missing Data Report' [IBCN INS COMPANY MISSING DATA] to the INSURANCE REPORTS [IBCN INS RPTS] menu. This report displays the insurance company's details that have a null value (field not populated) for certain fields. 5. VistA was modified to allow users to view an insurance plan's subscribers while viewing group plans when using option 'Insurance Company Entry/Edit' [IBCN INSURANCE CO EDIT] with a new action, "VS" VIEW SUBSCRIBERS. 6. Corrected display issue when using the "CP" CHANGE PATIENT action within the option 'Patient Insurance Info View/Edit' [IBCN PATIENT INSURANCE]. 7. Added the ability for the user to enable/disable the background process that imports a patient's insurance information (aka Insurance Import) from other VAMC's during certain registration and Claims Tracking activities. This new control can be accessed under the "IV" INS. VERIFICATION action within the 'MCCR Site Parameter Display/Edit' [IBJ MCCR SITE PARAMETERS] option by selecting the "GP" GENERAL PARAMETERS action. 8. Updated the "FB" FIX CORRUPT BUFFERS action under the "IV" INS. VERIFICATION action within the 'MCCR Site Parameter Display/Edit' [IBJ MCCR SITE PARAMETERS] option to allow the listing of corrupt buffer entries without correcting or removing them. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Delete ------------------ ------------------- ------------------- IB SITE PARAMETERS (#350.9) INSURANCE IMPORT ENABLED (#54.01) NEW PLAN COVERAGE LIMITATIONS (#355.32) LAST EDITED BY (#1.04) 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 OUTPUT INPTS WITHOUT INS ROUTINE ATTACH TO MENU IB OUTPUT OPTS WITHOUT INS ROUTINE ATTACH TO MENU IB OUTPUT PRE-REG SOURCE REPT ROUTINE ATTACH TO MENU IB OUTPUT TREND REPORT ROUTINE ATTACH TO MENU IBCEM PATIENTS W/O MEDICARE ROUTINE ATTACH TO MENU IBCN COVERAGE LIMITATION RPT ROUTINE ATTACH TO MENU IBCN GRP PLAN MISSING DATA ROUTINE NEW IBCN ID DUP INSURANCE ENTRIES ROUTINE ATTACH TO MENU IBCN INS COMPANY MISSING DATA ROUTINE NEW IBCN INS PLANS MISSING DATA ROUTINE DELETE AT SITE IBCN INS RPTS MENU MODIFIED IBCN LIST NEW NOT VER ROUTINE ATTACH TO MENU IBCN LIST PLANS BY INS CO ROUTINE ATTACH TO MENU IBCN NO COVERAGE VERIFIED ROUTINE ATTACH TO MENU IBCN OUTPUT INS BUFF ACTIVITY ROUTINE ATTACH TO MENU IBCN OUTPUT INS BUFF EMPLOYEE ROUTINE ATTACH TO MENU IBCN POL W/NO EFF DATE REPORT ROUTINE ATTACH TO MENU IBCN PT W/WO INSURANCE REPORT ROUTINE ATTACH TO MENU IBCN USER EDIT RPT ROUTINE ATTACH TO MENU IBCNE EIV PAYER DOD REPORT ROUTINE ATTACH TO MENU IBCNE EIV UPDATE REPORT ROUTINE ATTACH TO MENU IBCNE IIV AMBIGUOUS POLICY RPT ROUTINE ATTACH TO MENU IBCNE IIV INACTIVE POLICY RPT ROUTINE ATTACH TO MENU IBCNE IIV PAYER REPORT ROUTINE ATTACH TO MENU IBCNE IIV RESPONSE REPORT ROUTINE ATTACH TO MENU IBCNE IIV STATISTICAL REPORT ROUTINE ATTACH TO MENU IBCNE INS COMPANY LINK REPORT ROUTINE ATTACH TO MENU IBCNE PAYER LINK REPORT ROUTINE ATTACH TO MENU IBCNIU INTERFACILITY INS UPDT ROUTINE ATTACH TO MENU IBJD INTAKE INS ROUTINE ATTACH TO MENU Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- IBCNS QUIT ATTACH TO MENU IBCNSC PLAN DETAIL MODIFIED IBCNSJ EDIT PLAN INFO ATTACH TO MENU IBCNSJ INS CO EDIT COVERAGE LIMITS ATTACH TO MENU IBCNSJ INS CO INACTIVATE PLAN ATTACH TO MENU IBCNSJ PLAN COMMENT ATTACH TO MENU IBCNSJ PLAN UR INFO ATTACH TO MENU IBCNSJ PLAN VIEW ACTIVE SUBS NEW IBCNSJ PLAN VIEW ALL SUBS NEW IBCNSJ PLAN VIEW INACTIVE SUBS NEW IBCNSJ PLAN VIEW SUBSCRIBER MENU NEW IBCNSJ PLAN VIEW SUBSCRIBERS NEW IBCNSJ SWITCH PLANS ATTACH TO MENU IBCNSJ UPDATE ANNUAL BENEFITS ATTACH TO MENU VALM BLANK 1 ATTACH TO MENU Security Keys Associated: Security Key Name ----------------- N/A Templates Associated: Template Name Type File Name (Number) New/Mod/Delete ------------- ---- ------------------ -------------- IBCNSC PLAN VIEW SUBSCRIBERS LIST N/A NEW IBCNE GENERAL PARAMETER EDIT INPUT IB SITE PARAMETERS (#350.9) MODIFIED Remote Procedures Associated: Remote Procedure Name New/Modified/Deleted --------------------- -------------------- N/A Parameter Definitions Associated: Parameter Name New/Modified/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. INC28948019 Problem: -------- VistA Integrated Billing - Insurance Company Entry/Edit option does not allow users to complete their search of insurance companies. DISPADDR+15^IBCNINSC Resolution: ----------- Modified routine IBCNINSC to compensate for corrupted records in the INSURANCE COMPANY file (#36). Test Sites: ----------- Dayton VAMC (Dayton, OH) Asheville VAMC (Asheville, NC) Eastern Colorado HCS (Denver, CO) Test Sites - SNOW Change Order #: Dayton VAMC: CHG0424994 Asheville VAMC: CHG0426083 Eastern Colorado HCS: CHG0424479 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 can also be obtained at https://download.vista.domain.ext/index.html/SOFTWARE. Documentation Title File Name --------------------------------------------------------------------- IB*2*763 Deployment, Installation, Back-out, IB_2_0_P763_DIBR.PDF and Rollback Guide IB*2 Electronic Insurance Verification (eIV) IB_2_0_EIV_IIU_TM_P763.PDF and Interfacility Insurance Update (IIU) Technical Manual/Security Guide IB*2 Integrated Billing Version 2 IB_2_0_TM_P763.PDF Technical Manual IB*2 Electronic Insurance Verification (EIV) IB_2_0_EIV_IIU_UG_P763.PDF and Interfacility Insurance Update (IIU) User Guide IB*2 Integrated Billing Version 2 User Manual IB_2_0_UM_P763.PDF IB*2 EDI User Guide IB_2_0_EDI_UG_P763.PDF Patch Installation: ------------------- Pre/Post Installation Overview: The post install populates a new cross-reference that was added to the PLAN COVERAGE LIMITATIONS file (#355.32). It then initializes the new Insurance Import Enabled (#350.9, 54.01) field to "YES". 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: Option Name Menu Text ----------- --------- IBCN INS RPTS Insurance Reports IBCN INSURANCE CO EDIT Insurance Company Entry/Edit IBCN PATIENT INSURANCE INFO VIEW/EDIT Patient Insurance Info View/Edit IBCN VIEW PATIENT INSURANCE View Patient Insurance IBT EDIT TRACKING ENTRY Claims Tracking Edit IBT EDIT BI TRACKING ENTRY Claims Tracking Edit IBT EDIT HR TRACKING ENTRY Claims Tracking Edit IBT EDIT IR TRACKING ENTRY Claims Tracking Edit IBJ THIRD PARTY JOINT INQUIRY Third Party Joint Inquiry IBJ MCCR SITE PARAMETERS MCCR Site Parameter Display/Edit ************************************************************************** * **IMPORTANT** **IMPORTANT** **IMPORTANT** * * * * If installing (including queued) between 2:00am and 3:30am local time * * the following VistA option must be unscheduled in TaskMan: * * * * eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] * * * * * * 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. * ************************************************************************** If it will be necessary to unschedule the eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] option before installing the patch. An example of how to unschedule this option in TaskMan is shown below: eInsurance Night Process [IBCN EINSURANCE NIGHT 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 "IBCN EINSURANCE NIGHT PROCESS" 4. When prompted for " ...OK? Yes//", enter "YES" Example below: ------------- Edit Option Schedule Option Name: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night 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: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night 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: IBCN EINSURANCE NIGHT PROCESS Menu Text: eInsurance Night 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. ************************************************************************* * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * * * After the install is complete, DO NOT FORGET to reschedule the * * following in TaskMan: * * * * eInsurance Night Process [IBCN EINSURANCE NIGHT PROCESS] * * * * CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this option * * in TaskMan !!! * ************************************************************************* Installation Instructions: 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*763) 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. You must use this option and specify what to backup; the entire Build or just Routines. It is NOT recommended to use this backup to restore the system as it will NOT restore your system to pre-patch condition. i. At the Installation option menu, select Backup a Transport Global ii. At the Select INSTALL NAME prompt, enter your build IB*2.0*763 iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build R Routines Backup Type: B// ******************************************************************* * Do NOT expect to be able to use either backup method to restore * * the system 100% back to its original status. * ******************************************************************* iv. When prompted "Do you wish to secure this message? NO//", press and take the default response of "NO". v. When prompted with "Send mail to: Last name, First Name", press to take default recipient. Add any additional recipients. vi. When prompted with "Select basket to send to: IN//", press and take the default IN mailbox or select a different mailbox. 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? NO//", 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 ----------- --------- IBCN INS RPTS Insurance Reports IBCN INSURANCE CO EDIT Insurance Company Entry/Edit IBCN PATIENT INSURANCE INFO VIEW/EDIT Patient Insurance Info View/Edit IBCN VIEW PATIENT INSURANCE View Patient Insurance IBT EDIT TRACKING ENTRY Claims Tracking Edit IBT EDIT BI TRACKING ENTRY Claims Tracking Edit IBT EDIT HR TRACKING ENTRY Claims Tracking Edit IBT EDIT IR TRACKING ENTRY Claims Tracking Edit IBJ THIRD PARTY JOINT INQUIRY Third Party Joint Inquiry IBJ MCCR SITE PARAMETERS MCCR Site Parameter Display/Edit 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. When prompted "Delay Install (Minutes): (0 - 60): 0//", answer 0. Post-Installation Instructions: There is a POST Installation routine associated with this patch. The steps that it performs is listed above in detail. ***************************************************************** * ** IMPORTANT ** ** IMPORTANT ** ** IMPORTANT ** * * * * DO NOT FORGET: Once the patch has COMPLETED INSTALLATION, * * reschedule the eInsurance Night Process * * [IBCN EINSURANCE NIGHT PROCESS] option if * * unscheduled during pre-installation. * * * * Please schedule this option to run once a day (like it was * * 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 "IB*2*763 Deployment, Installation, Back-out, and Rollback Guide" document. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING ;**[Patch List]**; 10-APR-15;Build 29 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBCMDT Before: B47701451 After: B48215723 **549,763** Routine Name: IBCNERP1 Before:B102293557 After:B100894640 **184,271,416,528,549,668,702, 737,752,763** Routine Name: IBCNERPF Before: B42384818 After: B71059713 **416,528,549,595,668,737,763** Routine Name: IBCNERPG Before: B58154493 After:B102392700 **416,528,549,595,737,763** Routine Name: IBCNERPH Before: B52475568 After: Delete Routine Name: IBCNERPJ Before: B22355864 After: B22555967 **528,668,737,763** Routine Name: IBCNERPK Before: B12336862 After: B12478760 **528,737,763** Routine Name: IBCNERPL Before: B30550991 After: B30817600 **528,737,763** Routine Name: IBCNES4 Before: B24135315 After: B26503298 **549,702,763** Routine Name: IBCNILK Before:B152660519 After:B154519292 **549,713,737,763** Routine Name: IBCNINSC Before: B47863927 After: B63326059 **752,763** Routine Name: IBCNINSL Before: B21587882 After: B20118514 **664,687,737,763** Routine Name: IBCNRDV Before:B152726896 After:B155756309 **214,231,361,371,452,593,631, 664,763** Routine Name: IBCNSC Before: B56690289 After: B58177121 **46,137,184,276,320,371,400, 488,547,592,668,752,763** Routine Name: IBCNSC41 Before: B9252371 After: B13267546 **43,416,763** Routine Name: IBCNSJ53 Before: n/a After: B87205717 **763** Routine Name: IBCNSM Before: B26314439 After: B26416098 **28,46,56,52,82,103,199,276, 435,528,659,713,763** Routine Name: IBCOMDT Before: n/a After:B118410826 **763** Routine Name: IBCOMDT1 Before: n/a After: B43930778 **763** Routine Name: IBCONSC Before: B18289752 After: B18310250 **66,120,528,752,763** Routine Name: IBJPI Before: B79945132 After: B82201633 **184,271,316,416,438,479,506, 528,549,601,621,659,668,687, 702,732,763** Routine Name: IBJPI2 Before:B110814828 After:B201317501 **184,271,316,416,438,713,737,763** Routine Name: IBY763PO Before: n/a After: B9854865 **763** Routine list of preceding patches: 732, 752 ============================================================================= User Information: Entered By : Date Entered : FEB 27, 2023 Completed By: Date Completed: DEC 20, 2023 Released By : Date Released : DEC 20, 2023 ============================================================================= Packman Mail Message: ===================== $END TXT