$TXT Created by CARVDD.DOMAIN.EXT (KIDS) on Wednesday, 02/01/17 at 18:11 ============================================================================= Run Date: MAR 22, 2017 Designation: PRCA*4.5*317 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #278 Status: Released Compliance Date: APR 21, 2017 ============================================================================= Associated patches: (v)PRCA*4.5*304<<= must be installed BEFORE `PRCA*4.5*317' Subject: MCCF TAS EPAYMENTS Category: - Enhancement (Mandatory) - Routine Description: ============ Below is a list of all the applications involved in this patch along with their patch number: APPLICATION/VERSION PATCH --------------------------------------------------------------- ACCOUNTS RECEIVABLE (PRCA) V. 4.5 PRCA*4.5*317 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 1 project as related to Accounts Receivable (PRCA). This project ensures the Veterans Administrations (VA) compliance with Electronic Funds Transfer (EFT) and Electronic Remittance Advice (ERA) Operating Rules, and enables VA to more effectively use ERA data, resulting in better revenue and cash flow management. It will provide the infrastructure foundation for electronic exchange of claim payment information and promotes an interoperable system and will reduce the time elapsed between receipt of the EDI 835 Electronic Remittance Advice Transaction and receipt of the Cash Concentration or Disbursement (CCD+) transactions. It will ensure that trace numbers between payments and remittances can be used by VA, reducing the level of open accounts receivable, allow claim denials to be more quickly addressed, and standardizes Electronic Funds Transfer (EFT) & ERA enrollment to reduce workload burden on VA staff. This patch contains changes to the ePayments (835 and EFT) program area to ensure compliance. Specifically, enhancements to the Veterans Health Information Systems and Technology Architecture (VistA) Third Party EDI Lockbox module to increase timely and accurate processing of payments for electronic claims in compliance with Health Insurance Portability and Accountability Act (HIPAA) and Veterans Health Administration (VHA) Fiscal Accounting policies. The ePayments system is used by Accounts Receivable (AR) staff to process payments from third party payers for both medical and pharmacy claims. The following features of the PRCA software will be affected by this patch. 1. Unapplied EFT Deposits Report (UN) [RCDPE UNAPPLIED EFT DEP REPORT] The Unapplied EFT Deposits Report was removed in patch PRCA*4.5*304. It is being reinstated in this patch and can be found on the existing menu EDI Lockbox (ePayments) Report Menu [RCDPE EDI LOCKBOX REPORTS MENU]. This report will function exactly as it did prior to its removal in patch PRCA*4.5*304 with one minor difference. The Receipt column of the report was expanded to allow 12 character receipts instead of 10 to accommodate the field length of the RECEIPT field (#344.4, .08) in the data dictionary. 2. ERA Worklist/Scratch pad (WL) [RCDPE EDI LOCKBOX WORKLIST] * ERA Worklist - Preferred View o If the user has a preferred view, they will be prompted to use their preferred view when entering the worklist prior to answering the worklist filter and sort prompts. If they elect to use their preferred view, the filter and sort prompts will be skipped and the worklist will load using their values of their preferred view for these prompts. If they elect not to use their preferred view or if they do not have a preferred view for the worklist defined, they will be prompted to enter the new filter and sort values and will be allowed to save their answers as their preferred view. * ERA Worklist - Change View o Additionally, if the user selects the Change View action from the worklist the system will determine if the current worklist filter and sort settings completely match the settings of their preferred view for the worklist. If the user has a preferred view defined for the worklist and the current settings do not completely match the preferred settings, they will be prompted to use their preferred view. If they elect to use their preferred view the worklist will reload using the preferred view settings. If they elect not to use their preferred view, or if they do not have a preferred view or the current settings do not completely match the preferred view, the user will be prompted to enter the new filter and sort values for the worklist and will be allowed to save their answers as their preferred view. * ERA Scratch pad - Preferred View o When the user selects the Select ERA action to invoke the ERA Worklist Scratch pad, the system will determine if the user has preferred view settings for the scratch pad. If the user has preferred view settings, they will be prompted to use their preferred view. If they elect to use their preferred view, the scratch pad preferred view settings will be used and the scratch pad will load. If they elect to not use their preferred view or they do not have preferred view settings defined for the scratch pad the user will be prompted to enter the filter and sort values for the scratch pad and will be allowed to save those values as their preferred view. * ERA Scratch pad - Change View o When the user selects the Change View action from the ERA Worklist scratch pad. The system will determine if the current filter and sort settings for the scratch pad completely match the settings of their preferred view for the scratch pad. If the user has a preferred view defined for the scratch pad and the current settings do not completely match the preferred settings, they will be prompted to use their preferred view. If the elect to use their preferred view the scratch pad will reload using the preferred view settings. If they elect to not use their preferred view, or if they do not have a preferred view or the current settings do not completely match the preferred view, the user will be prompted to enter new filter and sort values for the scratch pad and will be allowed to save their answers as their preferred view. 3. Auto-Post Awaiting Resolution (APAR) [RCDPE APAR] * APAR Worklist - Preferred View o If the user has a preferred view, they will be prompted to use their preferred view when entering the worklist prior to answering the worklist filter and sort prompts. If they elect to use their preferred view, the filter and sort prompts will be skipped and the worklist will load using their values of their preferred view for these prompts. If they elect not to use their preferred view or if they do not have a preferred view for the worklist defined, they will be prompted to answer the filter and sort values and will be allowed to save their answers as their preferred view. * APAR Worklist - Change View o Additionally, if the user selects the Change View action from the worklist the system will determine if the current worklist filter and sort settings completely match the settings of their preferred view for the worklist. If the user has a preferred view defined for the worklist and the current settings do not completey match the preferred settings, they will be prompted to use their preferred view. If they elect to use their preferred view the worklist will reload using the preferred view settings. If they elect not to use their preferred view, or if they do not have a preferred view for the worklist defined or the current settings do not completely match, the user will be prompted to enter new filter and sort values for the worklist and will be allowed to save their answers as their preferred view. Patch Components ================ Files & Fields Associated: File Name (#) New/Modified/ Sub-file Name (#) Field Name (Number) Deleted ------------------- --------------------------------- ------------- N/A Bulletins Associated: New/Modified/ Bulletin Name Deleted ------------- ------------- N/A Dialogs Associated: New/Modified/ Dialog Name Deleted ----------- ------------- N/A Forms Associated: New/Modified/ Form Name File Name (Number) Deleted --------- ------------------ ------------- N/A Functions Associated: New/Modified/ Function Name Deleted ------------- ------------- N/A HL Logical Link: New/Modified/ HL Logical Name Deleted --------------- ------------- N/A HL7 Application Parameters: New/Modified/ HL7 Parameter Name Deleted ------------------ ------------- N/A HLO Application Registry: New/Modified/ HLO Registry Name Deleted ----------------- ------------- N/A Help Frames Associated: New/Modified/ Help Frame Name Deleted --------------- ------------- N/A Mail Groups Associated: New/Modified/ Mail Group Name Deleted --------------- ------------- N/A Options Associated: New/Modified/ Option Name Type Deleted ----------- ---- ------------- RCDPE EDI LOCKBOX REPORTS MENU menu Modified RCDPE UNAPPLIED EFT DEP REPORT run routine New Parameter Definitions: New/Modified/ Parameter Name Deleted -------------- ------------- N/A Parameter Template: New/Modified/ Template Name Deleted ------------- ------------- N/A Protocols Associated: New/Modified/ Protocol Name Deleted ------------- ------------- N/A Remote Procedures Associated: New/Modified/ Remote Procedure Name Deleted --------------------- ------------- N/A Security Keys Associated: New/Modified/ Security Key Name Deleted ----------------- ------------- N/A Templates, Input Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- N/A Templates, List Associated: New/Modified/ Template Name Type Deleted ------------- ---- ------------- N/A Templates, Print Associated: New/Modified/ Template Name Type File Name (Number) Deleted ------------- ---- ------------------ ------------- N/A Templates, Sort Associated: New/Modified/ Template Name Type File Name (Number) 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: ---------- Augusta, GA Charleston, SC Documentation Retrieval Instructions ------------------------------------ Updated documentation describing the new functionality introduced by this patch is available. The preferred method is to retrieve the files from download.vista.domain.ext/. This transmits the files from the first available server. Sites may also elect to retrieve software 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: Albany: domain.ext Hines: domain.ext Salt Lake City: domain.ext Documentation can also be found on the VA Software Documentation Library at: http://www4.domain.ext/vdl/ Title File Name SFTP Mode ----------------------------------------------------------------------- ePayments User Manual (EDI LOCKBOX) epayments_user_ Binary manual_r0317.pdf Deployment, Installation, Back-Out, prca_4_5_317_ig.pdf Binary and Rollback Guide (PRCA*4.5*317) Patch Installation: Pre/Post Installation Overview ------------------------------ To avoid disruptions, this patch should be installed during non-peak hours when there is minimal activity on the system and there are no Accounts Receivable users on the system. Pre-Installation Instructions ----------------------------- ****************************************************************** * You should install this patch during non-peak hours, when no * * Accounts Receivable users are on the system. * ****************************************************************** This patch may be installed with users on the system although it is *strongly* 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 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 option. When prompted for the INSTALL enter the patch #(ex. PRCA*4.5*317): 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 DD's 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, DD's, 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 Rebuild Menu Trees Upon Completion of Install? NO//', enter NO. 6. When prompted 'Want KIDS to INHIBIT LOGONs during the install? NO//', enter NO. 7. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? NO//', enter NO. 8. If prompted 'Delay Install (Minutes): (0 - 60): 0//', respond 0. 9. When prompted 'Device: HOME//', respond with the correct device. Post-Installation Instructions ------------------------------ None Routine Information: ==================== The second line of each of these routines now looks like: ;;4.5;Accounts Receivable;**[Patch List]**;Mar 20, 1995;Build 8 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: RCDPE8NZ Before:B102784792 After:B111235321 **173,212,208,269,276,283,293, 298,317** Routine Name: RCDPEAA1 Before: B79531337 After:B126873645 **298,304,317** Routine Name: RCDPESP2 Before:B171453792 After:B172938322 **298,304,317** Routine Name: RCDPEWL Before: B68499983 After: B75411625 **173,208,269,298,317** Routine Name: RCDPEWL0 Before:B153865640 After:B221141588 **173,208,252,269,298,317** Routine Name: RCDPEWLA Before: B59960871 After: B99700399 **173,208,298,317** Routine Name: RCDPEWLD Before: B28210620 After: B86108343 **252,317** Routine list of preceding patches: 304 ============================================================================= User Information: Entered By : Date Entered : OCT 12, 2016 Completed By: Date Completed: MAR 10, 2017 Released By : Date Released : MAR 22, 2017 ============================================================================= Packman Mail Message: ===================== $END TXT