$TXT Created by HOMAS at MNTVBB.DOMAIN.EXT (KIDS) on Wednesday, 04/12/23 at 12:33 ============================================================================= Run Date: JAN 10, 2024 Designation: IB*2*751 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #708 Status: Released Compliance Date: FEB 09, 2024 ============================================================================= Associated patches: (v)IB*2*312 <<= must be installed BEFORE `IB*2*751' Subject: INTEGRATED BILLING NEW MEANS TEST AFTER IVM - COPAY EXEMPTION Category: - Routine Description: ============ This is a change request ticket from the VES project team that needs to be fulfilled by Vista IB. The current code in routine IBAMTED quits if there are any previous Means Tests with the Income Verification Management center (IVM) as the source. There is no provision in the code for when a patient's income drastically drops. When a veteran requests a new year Means Test the current code flow does not record the New Means test in the BILLING EXEMPTIONS (#354.1) file if an IVM sourced determination is in the ANNUAL MEANS TEST (#408.31) file. If the previous IVM determination is non-exempt, the patient remains non-exempt, even if the new Means test shows copay exempt income levels. Since IVM sourced test results never expire in the current system, a change is needed to determine if the new Means Test should be recorded and bypass the current IVM quit. The change requested will look at a more recent Means Test to determine if the patient is exempt before quitting when it encounters an IVM sourced determination. The result of bypassing the IVM quit will allow the new Means Test to be recorded in the BILLING EXEMPTIONS (#354.1) file. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A 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 ----------- ---- -------------------- N/A Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- N/A 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: ----------------------- Blood Bank Team Coordination: N/A New Service Requests (NSRs): N/A Patient Safety Issues (PSIs): N/A Defect Tracking System Ticket(s) & Overview: -------------------------------------------- INC21237563 New RX Copy exemptions not updating in Billing Exemptions file 354.1 Problem: -------- If a patient has a previous year Means Test on file with the Income Verification Match Center as the source of the determination, the code will quit and not enter the new RX copay exemption in the BILLING EXEMPTIONS (#354.1) file. IVM Conversions never expire however the patient's income may fall over time. Resolution: ----------- Code has been added to routine IBAMTED. When the check for the source of last year's Means Test results is an IVM Conversion, a check has been added to also look at the BILLING THRESHOLDS (#354.3) file for the RX Copay threshold relating to the patient. Based on their income and number of dependents, if the patient show as exempt in the new year's calculations, the IVM quit is bypassed, the code continues, and the patient's record is updated in the BILLING EXEMPTIONS (#354.1) file. Test Sites: ----------- VA Connecticut HCS VA Pittsburgh HCS Test Sites - SNOW Change Order #: --------------------------------- VA Connecticut HCS: CHG0373480 VA Pittsburgh HCS: CHG0373528 Software and Documentation Retrieval Instructions: -------------------------------------------------- The software for this patch is being released in a PackMan message. Patch Installation: ------------------- Pre/Post Installation Overview: N/A 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. 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 IB*2.0*751. 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. The backup message can be used to restore the routines and components of the build to the 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*751 iii. When prompted for the following, enter "R" for Routines or "B" for Build. Select one of the following: B Build R Routines Enter response: Build iv. When prompted "Do you wish to secure your build? 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, IB*2.0*751. i. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', answer NO ii. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', answer NO Post-Installation Instructions: N/A Back-Out/Roll Back Plan: --------------------------- Back-out will be done only with the concurrence and participation of development team and appropriate VA site/region personnel. The decision to back-out or rollback software will be a joint decision between development team, VA site/region personnel and other appropriate VA personnel. Prior to installing an updated KIDS package, the installer should have saved a backup of the routine in a mail message using the Backup a Transport Global [XPD BACKUP] menu option from the Kernel Installation and Distribution System Menu and selecting the Installation Menu. The back-out plan is to restore the routine from the backup created. The message containing the backed-up routine can be loaded with the "Xtract PackMan" function at the Message Action prompt. The Packman function "INSTALL/CHECK MESSAGE" is then used to install the backed up routine onto the VistA System. If the patch was backed up for the build, from the Kernel Installation and Distribution System Menu, select the Installation Menu. Select the Install Package(s) option and choose the patch (IB*2.0*751b) to install. No data was modified by this patch installation; therefore, no rollback strategy is required. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 12 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBAMTED Before: B11359061 After: B12726832 **15,255,269,321,312,751** Routine list of preceding patches: 312 ============================================================================= User Information: Entered By : Date Entered : NOV 01, 2022 Completed By: Date Completed: JAN 09, 2024 Released By : Date Released : JAN 10, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT