$TXT Created by at COC-CCAD-DEV.AAC.DOMAIN.EXT (KIDS) on Thursday, 01/25/24 at 13:59 ============================================================================= Run Date: APR 01, 2024 Designation: IB*2*784 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #717 Status: Released Compliance Date: APR 08, 2024 ============================================================================= Associated patches: (v)IB*2*630 <<= must be installed BEFORE `IB*2*784' (v)IB*2*764 <<= must be installed BEFORE `IB*2*784' (v)IB*2*776 <<= must be installed BEFORE `IB*2*784' Subject: CCDSO CLELAND-DOLE ACT Category: - Routine - Enhancement (Mandatory) - Data Dictionary Description: ============ ************************************************************************ ***** NOTICE! 5 Business Day Compliance ***** ************************************************************************ The Office of Finance is requesting system enhancements to the Veterans Health Information Systems and Technology Architecture (VistA) Integrated Billing (IB) and Accounts Receivable (AR) software modules. The goal of this enhancement is to increase timeliness and collections of billable Non-Veterans Affairs (VA) care services. Enhancements to the existing VistA IB and AR software applications would allow for increased efficiency in workflow processes leading to best practices that would ultimately be reflected in improved customer service to our Veteran population. In order to meet these goals, this patch: 1. Creates a new file, IB MH VISIT TRACKING (351.83). 2. Creates a new Menu Option, MENTAL HEALTH COPAY MANAGEMENT MENU. This menu is added to the Billing Supervisor's Menu [IB BILLING SUPERVISOR MENU] and the Billing Clerk's Menu [IB BILLING CLERK MENU]. 3. Creates a new Report, Mental Health Copay Exemption Report, to display all copayments that may be eligible for cancellation under the Cleland-Dole Act of 2022. 4. Updates IB CANCEL/EDIT/ADD to allow visit tracking of Mental Health Copays and Free Visits as required by the CLELAND-DOLE Act of 2022 5. Pre-populates the IB MH VISIT TRACKING database with Cleland-Dole qualified Mental Health Copays that have been cancelled with the Cleland-Dole cancel reason since the effective date of the Cleland-Dole Act. 6. Creates a new option, MENTAL HEALTH VISIT TRACKING INQUIRY, so Facility Revenue and Veteran Services staff can review an individual Veteran's Mental Health copayment history, including copays that were considered exempt under the Cleland-Dole Act of 2022. 7. Creates a new option, MENTAL HEALTH VISIT TRACKING MAINTENANCE, so Facility Revenue and Veteran Services staff can update visits stored in the Mental Health Visit Tracking Database. 8. Creates a new field, MH Visit Processing, to the IB CHARGE REMOVE REASON File (#350.3). 9. Populates the MH VISIT PROCESSING field for each entry in the IB CHARGE REMOVE REASON File (#350.3). 10. Creates and populates a new field in the IB SITE PARAMETER file, called CLELAND-DOLE EFFECTIVE DATE (#71.03). 11. Creates and populates a new field in the IB SITE PARAMETER file, called CLELAND-DOLE END DATE (#71.04). 12. Creates a new security key, IBMH VISIT MAINT OVERRIDE, that will, in the future, allow users to force a Free Visit entry into the IB MH VISIT TRACKING database. 13. Adds a new field, CAN CANCEL MH VISIT, to the IB Charge Remove Reason File. 14. Populates the CAN CANCEL MH VISIT Field for the cancellations reasons that can update the Mental Health Visit Tracking Database. 15. Updates the Cancel a Charge option in IB CANCEL/EDIT/ADD to prevent the use of Cancellation Reasons that should not be used when cancelling a Cleland-Dole Eligible copay. 16. Added HANNON ACT to the IB CHARGE REMOVE REASON file (#350.3). 17. Added WORLD WAR II to the IB CHARGE REMOVE REASON file (#350.3). 18. Added LEGAL to the IB CHARGE REMOVE REASON file (#350.3). Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- IB MH VISIT TRACKING All fields New (351.83) IB SITE PARAMETER (350.9) CLELAND-DOLE EFFECTIVE New DATE(71.03) CLELAND-DOLE END DATE New (71.04) IB CHARGE REMOVE REASONS MH VISIT PROCESSING New (350.3) (.07) IB CHARGE REMOVE REASONS CAN CANCEL MH VISIT New (350.3) (.08) Forms Associated: Form Name File # 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 BILLING CLERK MENU Menu Modified IB BILLING SUPERVISOR MENU Menu Modified IBMH MAIN MENU Menu New IBMH VISIT INQUIRY Option New IB MH COPAY REPORT Option New IBMH VISIT MAINT Option New IB CANCEL/EDIT/ADD CHARGES Option Modified IB COMPACT REPORT Option Modified (Added to IBMH MAIN MENU) IB MT BILLING REPORT Option Modified (Added to IBMH MAIN Menu) Functions Associated: Function Name New/Modified/Deleted --------------- -------------------- N/A Protocols Associated: Protocol Name New/Modified/Deleted ------------- -------------------- N/A Security Keys Associated: Security Key Name New/Modified/Deleted ----------------- -------------------- IBMH VISIT MAINT OVERRIDE New Templates Associated: Template Name Type File Name (Number) 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: -------------------------------------------- N/A Test Sites: ---------- Edward J Hines VA Hospital (Chicago, IL) - Station 578 Change Order # CHG0455695 VA Central Plains Health Network - Omaha Division - Station 636 Change Order # CHG0456744 VA Western New York Healthcare System - Buffalo - Station 528 Change Order # CHG0457045 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. The documentation can be found in the VA Software Documentation Library at: http://www.domain.ext/vdl/ Documentation can also be obtained at: https://download.vista.domain.ext/index.html/SOFTWARE and /srv/vista/patches/SOFTWARE in binary format. Title File Name -------------------------------------------------------------------- IB_2_0_784 Deployment, Installation, Back-out, IB_2_0_P784_DIBRG.PDF and Rollback Guide IB*2 Integrated Billing Version 2 Technical IB_2_0_P784_TM.PDF Manual IB*2 Integrated Billing Version 2 User IB_2_0_P784_UM.PDF Manual Patch Installation: Pre/Post Installation Overview: ------------------------------- The post installation will pre-populate the Mental Health Visit Tracking Database. Build Distribution Date: Jan 25, 2024 Installing Routines: Jan 25, 2024@15:48:25 Installing Data Dictionaries: Jan 25, 2024@15:48:25 Installing PACKAGE COMPONENTS: Installing SECURITY KEY Installing OPTION Jan 25, 2024@15:48:25 Running Post-Install Routine: EN^IBY784PO >> Starting the Post-Initialization routine for IB*2.0*784 -> Initializing IB Site Parameters... Done. -> Adding new Cancellation Reasons to file 350.3... Done. -> initializing MH Visit Processing and Can Cancel MH Visit fields in file 350.3... Done. -> Populating IB MH VISIT TRACKING file... Done. >> End of the Post-Initialization routine for IB*2.0*784 Updating Routine file... Updating KIDS files... IB*2.0*784 Installed. Jan 25, 2024@15:48:26 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 IB*2.0*784. 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 Build. It is NOT recommended to use this backup alone to restore the system as it will NOT restore your system to pre-patch condition. See DIBRG. When prompted for a response, select Build Select one of the following: B Build R Routines Enter response: Build 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//', If environment you are installing in automatically rebuilds menus nightly, answer NO. Otherwise, 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? NO//', answer NO Post-Installation Instructions ------------------------------ After the post-install has completed running, please review the results. If the following message appears during installation, >> Unable to update the Charge Remove Reason MT CHARGE EDITED. >> Please set the MH VISIT PROCESSING FIELD to REMOVE-ERROR and the CAN CANCEL MH VISIT field to Yes Done. then the local equivalent to the Charge Remove Reason listed in the message will need to be updated manually to the values listed for each Charge Remove Reason that displays that message. To do this, please file a ServiceNow Ticket, and include all of the CHARGE REMOVE REASONs that display the message above within the Install File Print for this install. The update may require coordination with the site's CPAC Facility Revenue Manager. Back-Out Plan: -------------- Please refer to the Deployment, Installation, Back-out, and Rollback document associated with this patch. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 8 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IBECEA1 Before: B72329722 After: B81908274 **15,27,45,176,312,663,630,784** Routine Name: IBECEA3 Before:B259473093 After:B262838334 **7,57,52,132,150,153,166,156, 167,176,198,188,183,202,240, 312,402,454,563,614,618,646, 651,656,663,677,678,682,728, 716,704,776,784** Routine Name: IBECEA4 Before:B139384535 After:B191873172 **27,52,150,240,663,671,669, 678,682,784** Routine Name: IBECEAMH Before: n/a After:B214611822 **784** Routine Name: IBMHRPT Before: n/a After: B46178383 **784** Routine Name: IBMHSP Before: n/a After: B13119265 **784** Routine Name: IBMHSP1 Before: n/a After: B14997394 **784** Routine Name: IBMHUT1 Before: n/a After: B7479163 **784** Routine Name: IBMHVM Before: n/a After: B92784686 **784** Routine Name: IBY784PO Before: n/a After: B17458906 **784** Routine list of preceding patches: 630, 776 ============================================================================= User Information: Entered By : Date Entered : DEC 06, 2023 Completed By: Date Completed: APR 01, 2024 Released By : Date Released : APR 01, 2024 ============================================================================= Packman Mail Message: ===================== $END TXT