$TXT Created by at DEVVOO.DOMAIN.EXT (KIDS) on Friday, 12/28/18 at 10:26 ============================================================================= Run Date: FEB 12, 2019 Designation: IVM*2*177 Package : IVM - INCOME VERIFICATION MATCH Priority: EMERGENCY Version : 2 SEQ #147 Status: Released Compliance Date: FEB 14, 2019 ============================================================================= Associated patches: (v)IVM*2*164 <<= must be installed BEFORE `IVM*2*177' Subject: AUTO UPLOAD PERMANENT MAILING ADDRESS Category: - Routine Description: ============ Patch IVM*2.0*177 is being released to support the enhancements for the Enterprise Health Benefits Determination (EHBD) program that focuses on updates for the Enrollment System Modernization (ESM) Phase 2 project. As part of the HL7 messaging from the Enrollment System (ES) to Veterans Health Information System and Technology Architecture (VistA) Registration, Eligibility & Enrollment (REE), patient demographic information is sent to VistA sites where the patient is known. Since October 2018, over fifty-one thousand (51,000) Veterans had their addresses updated in ES more than four times. Based on spot checks, most of those updates were due to VistA rejecting the most recent address updates and sending the old address back to ES as a new address update. Background Information: ----------------------- When the Enrollment System (ES) receives a demographic update for a patient, an ORU-Z05, Demographic Data Transmission, is sent to all treating facilities where the patient is known. Currently, for patients with an active prescription, the Permanent Mailing Address is uploaded to a temporary location for display and manual verification in the DEMOGRAPHICS UPLOAD [IVM UPLOAD DEM] option. The demographic data is retained for 14 days. If not reviewed and accepted by a user within that timeframe, the address update is rejected, if the patient still has an active prescription on file at the VistA site. The IVM BACKGROUND JOB [IVM BACKGROUND JOB] handles the review process. If the address is rejected by a user or if it is not reviewed within 14 days and the patient still has an active prescription, the Permanent Mailing Address on file at the VistA site is sent back to ES with a date/time stamp of the current day. ES processes the Z07 message as a new address update for the patient. As a result, old address updates (instead of the most current addresses) are propagated across the VA enterprise. New Functionality: ------------------ With installation of patch IVM*2.0*177, the processing of the HL7 ORU-Z05 message from ES is modified to eliminate the check for an active prescription. If an incoming Permanent Mailing Address change is determined to be the most current, the update(s) will be directly uploaded to the PATIENT file (#2). The BAD ADDRESS INDICATOR (#.121) field is no longer considered in determining whether to upload the address. The DEMOGRAPHICS UPLOAD [IVM UPLOAD DEM] option should not be used to accept or reject Permanent Mailing Address Updates. For those records still pending in the IVM UPLOAD DEMOGRAPHIC TOOL at the time the patch is installed, if an address change is rejected via the IVM BACKGROUND JOB, no HL7 message acknowledgement or HL7 ORU-Z07 address update is sent to ES. The existing functionality is retained which removes the pending address update record from the IVM PATIENT file (#301.5) 14 days after the update was received. Therefore, 14 days after patch IVM*2.0*177 is installed, the IVM UPLOAD DEMOGRAPHIC TOOL will no longer display any Permanent Mailing Addresses. Listing of Updates: =================== Patch IVM*2.0*177 makes the following changes to VistA REE: 1. The processing of the HL7 ORU-Z05 message from ES is modified to eliminate the check for an active prescription and BAD ADDRESS INDICATOR (#.121) so that Permanent Mailing Address fields are automatically uploaded to the PATIENT file (#2) if the change date/time is more recent than what is in the PATIENT file (#2). The Permanent Mailing Address fields that are loaded are as follows: a. ADDRESS CHANGE DT/TM (#.118) b. ADDRESS CHANGE SITE (#.12) c. ADDRESS CHANGE SOURCE (#.119) d. CITY (#.114) e. COUNTY (#.117) f. COUNTRY (#.1173) g. POSTAL CODE (#.1172) (zip code) h. PROVINCE (#.1171) i. STATE (#.115) j. STREET ADDRESS [LINE 1] (#.111) k. STREET ADDRESS [LINE 2] (#.112) l. STREET ADDRESS [LINE 3] (#.113) m. STREET ADDRESS CASS INDICATOR (#.1118) n. BAD ADDRESS INDICATOR (#.121) 2. The IVM Background Job [IVM BACKGROUND JOB] is modified to no longer trigger an ORU-Z07 message to ES after a pending address update is rejected due to the 14-day expiration. Per existing functionality, the pending address update is removed from the IVM PATIENT file (#301.5) after the 14-day expiration. Therefore, 14 days after patch IVM*2.0*177 is installed, the IVM UPLOAD DEMOGRAPHIC TOOL will no longer display any Permanent Mailing Addresses. Patch Components: ================= Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- N/A 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 ----------- ---- -------------------- 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 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: ----------- VISN 15 VA Kansas City Health Care System VA Pittsburgh Healthcare System Software and Documentation Retrieval Instructions: ---------------------------------------------------- This software is being released as a patch (PackMan) message. Updated documentation describing the new functionality introduced by this patch is 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 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: http://www.domain.ext/vdl/ Title File Name SFTP Mode -------------------------------------------------------------------------- Release Notes IVM_2_P177_RN.PDF (binary) IVM User Manual IVM_2_P177_UM.PDF (binary) Patch Installation: Pre/Post Installation Overview: ------------------------------- Pre-Installation Instructions: ------------------------------ This patch may be installed with users on the system, however it is recommended to install this patch during non-peak hours and before the IVM BACKGROUND JOB [IVM BACKGROUND JOB] has run. This patch should NOT be installed while the IVM BACKGROUND JOB [IVM BACKGROUND JOB] is running. This patch should take less than 5 minutes to install. 1. The IVM BACKGROUND JOB [IVM BACKGROUND JOB] should be unscheduled. Use the Schedule/Unschedule Options [XUTM SCHEDULE] option on the Taskman Management [XUTM MGR] menu. Note the currently scheduled date/time. 2. The Health Level Seven (HL7) incoming/outgoing filers should be stopped. Use the Stop All Messaging Background Processes [HL STOP ALL] option on the Filer and Link Management Options [HL MENU FILER LINK MGT] menu on the HL7 Main Menu [HL MAIN MENU]. 3. The following option should be disabled during installation: Demographics Upload [IVM UPLOAD DEM] Installation Instructions: -------------------------- 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 options. When prompted for the INSTALL NAME enter the patch #(IVM*2.0*177): 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 DDs 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, DDs, 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//' respond NO. 6. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' respond YES. 7. When prompted 'Enter options you wish to mark as 'Out Of Order':' enter the following option: Demographics Upload [IVM UPLOAD DEM] 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//' respond 0. Post-Installation Instructions: ------------------------------- * The IVM BACKGROUND JOB [IVM BACKGROUND JOB] option should be rescheduled. Use the Schedule/Unschedule Options [XUTM SCHEDULE] option on the Taskman Management [XUTM MGR] menu. * The HL7 incoming filers should be restarted. Use the Restart/Start All Links and Filers [HL TASK RESTART] option on the Filer and Link Management Options [HL MENU FILER LINK MGT] menu on the HL7 Main Menu [HL MAIN MENU]. Back-Out Plan: -------------- During installation, if the option to back up routines was run as directed, "Backup a Transport Global", then routines will have the ability to be restored from the "backup" MailMan message that was generated. In the event a site determines that this patch should be backed out, the site should submit a YOUR IT Services ticket with the Enterprise Service Desk (ESD) for assistance with the above procedure. Routine Information: ==================== The second line of each of these routines now looks like: ;;2.0;INCOME VERIFICATION MATCH;**[Patch List]**;21-OCT-94;Build 3 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IVMLDEM6 Before:B100336132 After: B99598805 **10,58,73,79,108,106,105,124, 115,152,164,177** Routine Name: IVMLDEM9 Before: B62902959 After: B65121028 **79,93,119,126,133,152,177** Routine list of preceding patches: 164 ============================================================================= User Information: Entered By : Date Entered : OCT 17, 2018 Completed By: Date Completed: FEB 12, 2019 Released By : Date Released : FEB 12, 2019 ============================================================================= Packman Mail Message: ===================== $END TXT