$TXT Created by A at COC-SQA-S1.AAC.DOMAIN.EXT (KIDS) on Tuesday, 02/15/22 at 09:20 ============================================================================= Run Date: MAY 23, 2022 Designation: PRCA*4.5*378 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #345 Status: Released Compliance Date: JUN 22, 2022 ============================================================================= Associated patches: (v)PRCA*4.5*388<<= must be installed BEFORE `PRCA*4.5*378' (v)PRCA*4.5*391<<= must be installed BEFORE `PRCA*4.5*378' (v)PRCA*4.5*396<<= must be installed BEFORE `PRCA*4.5*378' Subject: CCAD IBAR RPP PHASE 2 Category: - Enhancement (Mandatory) - Routine - Data Dictionary - Other - Print Template Description: ============ The Office of Community Care (OCC) 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 Repayment Plan Term Length Exceeded Report Option [PRCAC TERM LENGTH REPORT] to allow users review Repayment Plans that have more than 57 months' worth of scheduled payments outstanding. 2. Adds a new field, called AUTO ADD, to the AR REPAYMENT PLAN file (#340.5), which will allow new bills to be auto-added to a Repayment Plan if a Debtor agrees to allow it. 3. Modifies the PRCA NIGHTLY PROCESS to add a new nightly process to review Repayment Plans. This review will include adding new bills to an existing Repayment Plan if the Debtor in the Repayment Plan has agreed to allow it, a review of the plan's status, and automating the identification of Plans that need Delinquency or Default letters sent for that plan. 4. Allows users to recall individual bills that are in a Treasury Cross-Servicing Debt Collection Plan if a user creates a new Repayment Plan for a Debtor. 5. Modifies the Enter a New Repayment Plan [RCRP ENTER REPAYMENT PLAN] and Edit Existing Repayment Plan [RCRP EDIT REPAYMENT PLAN] Options to ask the user if the Debtor has given permission to allow new bills to be automatically added to the Repayment Plan. 6. Modifies the Enter a New Repayment Plan [RCRP ENTER REPAYMENT PLAN] option so that bills that are in then Debt Management Center (DMC) Debt Referral Program are listed when entering a new Repayment Plan. 7. Modifies the Profile of Accounts Receivable option to display the Repayment Plan information in the header of the Option so a user will know if a Bill is in a Repayment Plan and what the plan's status is. 8. Creates a new report, PRINT DEFAULT LETTERS, which will prepare an Excel formatted list of plans that have Defaulted and need to have Default letters sent to the debtors. 9. Creates a new report, PRINT DELINQUENT LETTERS, which will prepare a Excel formatted list of plans that have Defaulted and need to have Delinquency letters sent to the debtors. 10. Creates a new option, GRANT A NEW FORBEARANCES. This option allows approved users to allow Repayment Plan payments to be delayed one month at a time. This option is locked by the PRCA REPAYMENT PLAN security key. 11. Retires the use of several fields in the ACCOUNTS RECEIVABLE file (430) and REPAYMENT DUE DATES (430.051) sub-file. 12. Creates a new file, AR METRICS (#340.7), to gather processing metrics. 13. Allows the Repayment Plan Nightly Process to alert users if a Debtor with an active Repayment Plan has a bill referred to the TCSP debt referral program. 14. Creates a New Mail Group, RC REPAY PLAN EXTERNAL, so the Repayment Plan can send warnings and alerts to users with emails outside of VistA if necessary. 15. Adds a new field to the AUDIT sub-file in the AR REPAYMENT PLAN file (#340.5), called TEXT COMMENT, which stores a free text comment for an entry in the sub-file. An entry in this field is only allowed if there is no entry in the COMMENT file. 16. Modifies the Repayment Plan Inquiry Option [PRCAC PLAN INQUIRY] to display the TEXT COMMENT in the AUDIT LOG section of the report. 17. All existing Repayment Plans will have their AUTO ADD fields set to YES so that new bills for the Debtor are added to the plan. 18. Reviews all AR Bills to see if any are linked to a Repayment Plan. If a bill is linked to a Closed Repayment Plan, then the Plan information is removed from the Bill so that the bill is becomes eligible for inclusion on a new Repayment Plan. 19. Updates the AR Repayment Plan software to clear Repayment Plan information from all Bills in a Repayment Plan when a plan is closed when a Bill is terminated through a Fiscal Officer Termination [PRCAC TR TERM-FISCAL] or Compromise Termination [PRCAC TR TERM-COMPROMISE]. Patch Components: ----------------- Files & Fields Associated: File Name (Number) Field Name (Number) New/Modified/Deleted ------------------ ------------------- -------------------- AR REPAYMENT PLAN (340.5) AUTO ADD (.12) New AUDIT (340.54) TYPE OF CHANGE (1) Modified TEXT COMMENT (4) New AR SITE PARAMETER (342) METRICS RETENTION DAYS (.16) New ACCOUNTS RECEIVABLE (430) *DAY OF MON. PAYMENT Modified DUE (42) *REPAYMENT AMOUNT DUE Modified (43) *NUMBER OF PAYMENTS (44) Modified *REPAYMENT DUE DATES *REPAYMENT PLAN DUE Modified (#430.051) DATES (.01) *PAYMENT RECEIVED (1) Modified *SEND STATEMENT (2) Modified *PAYMENT DATA (4) Modified *DATE SENT PAYMENT Modified STATEMENT (5) AR METRICS (340.7) New Forms Associated: Form Name File # New/Modified/Deleted --------- ------ -------------------- N/A Mail Groups Associated: Mail Group Name New/Modified/Deleted --------------- -------------------- RC REPAY PLAN EXTERNAL New Options Associated: Option Name Type New/Modified/Deleted ----------- ---- -------------------- PRCAC REPAYMENT MENU Menu Modified PRCAC DEF LETTER REPORT Routine New PRCAC DEL LETTER REPORT Routine New PRCAC TERM LENGTH REPORT Routine New RCRP EDIT REPAYMENT PLAN Routine Modified RCRP ENTER PAYMENT PLAN Routine Modified PRCAC GRANT FORBEARANCE Routine New PRCAC PLAN INQUIRY Routine Modified PRCAC PLAN STATUS REPORT Routine Modified PRCAC REPAY ADD Routine Modified 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 ----------------- -------------------- PRCA REPAYMENT PLAN New Templates Associated: Template Name Type File Name (Number) New/Modified/Deleted ------------- ---- ------------------ -------------------- PRCAP REPAYMENT Print ACCOUNTS RECEIVABLE (#430) Modified PRCA PROFILE Print ACCOUNTS RECEIVABLE (#430) Modified Additional Information: ----------------------- N/A New Service Requests (NSRs): ---------------------------- Billing Interface for Fee Care Business (#20080918) 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 VA Central Plains Health Network - Omaha Division - Station 636 VA Western New York Healthcare System - Buffalo - Station 528 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 ------------------------------------------------------------------------- Deployment, Installation, Back-out, PRCA_4_5_P378_IG.PDF and Rollback Guide AR User Manual - Clerk's AR Menu - Part 1 PRCA_4_5_P378_5CLERK1.PDF AR Technical/Security Manual PRCA_4_5_P378_TM.PDF Accounts Receivable Version 4.5 Debt PRCA_4_5_P378_DMC_UG.PDF Management Center (DMC) Referral Process User Guide 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 PRCA*4.5*378. 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 Routines. It is NOT recommended to use this backup to restore the system as it will NOT restore your system to pre-patch condition. 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//', 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 iv. When prompted 'Enter the Coordinator for Mail Group 'RC REPAY PLAN EXTERNAL':, enter the Facility Revenue Manager (FRM) for the facility. Post-Installation Instructions ------------------------------ After installation, work with the FRM to identify the list of Veteran Services Leads and Supervisors to add the the RC REPAY PLAN EXTERNAL Mail group. Once identified, enter their Outlook email addresses into the MEMBERS - REMOTE field of the Mail group. To do this, enter FileMan and: Select OPTION: ENTER OR EDIT FILE ENTRIES Input to what File: ACCOUNTS RECEIVABLE// MAIL GROUP (764 entries) EDIT WHICH FIELD: ALL// 12 MEMBERS - REMOTE (multiple) EDIT WHICH MEMBERS - REMOTE SUB-FIELD: ALL// THEN EDIT FIELD: Select MAIL GROUP NAME: RC REPAY PLAN EXTERNAL Select REMOTE MEMBER: // 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: ;;4.5;Accounts Receivable;**[Patch List]**;Mar 20, 1995;Build 54 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PRCABJ Before: B39614762 After: B44930488 **11,34,101,114,155,153,141, 165,167,173,201,237,304,301, 378** Routine Name: PRCAP378 Before: n/a After: B6279136 **378** Routine Name: RCRPADD Before: B50209831 After: B50603247 **381,388,378** Routine Name: RCRPDR Before: n/a After: B31672060 **378** Routine Name: RCRPENTR Before: B47422641 After: B80323087 **377,381,378** Routine Name: RCRPFB Before: n/a After: B20293809 **378** Routine Name: RCRPINQ Before: B87816755 After: B89549537 **377,381,388,378** Routine Name: RCRPNP Before: n/a After: B77462428 **378** Routine Name: RCRPSTR Before:B104410979 After:B109532403 **381,390,396,378** Routine Name: RCRPTLR Before: n/a After: B16269752 **378** Routine Name: RCRPU Before:B256545075 After:B248229480 **377,381,388,378** Routine Name: RCRPU1 Before: B56828444 After:B101442517 **377,381,378** Routine Name: RCRPU2 Before: B16787133 After: B47283104 **381,378** Routine Name: RCSTATU Before: n/a After: B9809673 **378** Routine Name: RCWROFF Before: B49234288 After: B49970307 **168,204,309,301,307,315,377, 381,391,378** Routine list of preceding patches: 388, 391, 396 ============================================================================= User Information: Entered By : Date Entered : DEC 21, 2020 Completed By: Date Completed: MAY 23, 2022 Released By : Date Released : MAY 23, 2022 ============================================================================= Packman Mail Message: ===================== $END TXT