============================================================================= Run Date: AUG 12, 2005 Designation: EAS*1*57 Package : EAS - ENROLLMENT APPLICATION SYSTEM Priority: Mandatory Version : 1 SEQ #55 Status: Released Compliance Date: AUG 27, 2005 ============================================================================= Associated patches: (v)EAS*1*60 <<= must be installed BEFORE `EAS*1*57' Subject: 1010 EZ PHASE 3 ENHANCEMENTS Category: - Enhancement (Mandatory) - Routine Description: ============ EAS*1*57 is an enhancement and modification of Electronic 1010EZ Processing. The enhancement is necessary to keep VistA synchronized with changes on the public 1010EZ web site and the official, OMB-approved 1010EZ paper form dated February 2005. This patch will install along with DG*5.3*624 - each a part of a single host file. DG*5.3*624 will: 1. Create several permanent VistA storage locations for 1010-related fields. 2. Update the help text of several fields added with DG*5.3*597. 3. Allow the display and edit of fields added with DG*5.3*597 within the Registration, Patient Load/Edit, and Means Test options. 4. Remove routines, options, and protocols related to printing obsolete 1010 forms. Please read the patch description of DG*5.3*624 to see the registration components added, modified and deleted. KIDS will install DG*5.3*624 before it installs EAS*1*57. ====================Scope============================== The 10-10EZ Phase 3.0 Project, i.e., EAS*1*57, DG*5.3*624, and web application changes, will accommodate the following stakeholder requests: 1. Print the new 10-10EZ and 10-10EZR at any time in the business process within VistA through Registration and Enrollment options. Remove and/or modify any reference to the obsolete 1010 forms. 2. Automatically calculate the medical expense deductible on VistA. 3. Create a VistA storage location for Amount Contributed to Child Support , as well as display and make the data element editable within the VistA User Interface. 4. Auto-populate VistA storage location A/O LOCATION with Vietnam , when applicant answers Yes to 10-10EZ web application question "Were You Exposed to Agent Orange While Serving In Vietnam? . 5. 10-10EZ web application shall align its input or data validation rules on the Military Service Number (Section IV, Block 1D) with those rules in VistA. 10-10EZ web application shall add a checkbox labeled "Same as SSN in Section IV, Block (Complies with other 'Same As' checkboxes used in other places on the web form) 6 Modify CHILD PERMANENTLY DISABLED , CHILD BETWEEN 18-23, and CHILD S RELATIONSHIP TO YOU on the 10-10EZ web application and eliminate the defaulting to No when no dependents have been entered. (only web form change needed) 7. Change VistA EAS 10-10EZ print from UNK to Unknown . 8. Make the following data elements available in the VistA user interface for the mail-in processing and the walk-in processing of the 10-10EZ and 10-10EZR. They will not be shared with the HEC or other VistA sites: 1) DO YOU WANT AN APPOINTMENT WITH A VA DOCTOR OR PROVIDER AS SOON AS ONE BECOMES AVAILABLE? 2) E-MAIL ADDRESS 3) DATE OF RETIREMENT (APPLICANT) 4) DATE OF RETIREMENT (SPOUSE) 5) SPOUSE'S MAIDEN NAME 6) SPOUSE'S STREET ADDRESS 1 7) SPOUSE'S STREET ADDRESS 2 8) SPOUSE'S STREET ADDRESS 3 9) SPOUSE'S CITY 10) SPOUSE'S STATE 11) SPOUSE'S ZIP 12) SPOUSE'S TELEPHONE NUMBER 13) DEPENDENT ADDRESS FIELDS; DEPENDENT S STREET ADDRESS 1 DEPENDENT S STREET ADDRESS 2 DEPENDENT S STREET ADDRESS 3 DEPENDENT S CITY DEPENDENT S STATE DEPENDENT S ZIP 14) IS CHILD 18-23 IN SCHOOL? 15) VETERAN CELL PHONE NUMBER 16) VETERAN PAGER NUMBER 9. Receive, display, and accept the Veteran Cell Phone Number and Veteran Pager Number through the VistA EAS application to support the February 2005 10-10EZ Application For Health Benefits forms. ================ Display Changes ======================= The following section describes the VistA User Interface changes that shall be implemented at the completion of this patch installation. Enhancement #1: Print the new 10-10EZ and 10-10EZR at any time in the business process within VistA, through Registration and Enrollment options. Also remove and/or modify any reference to the obsolete 1010 forms. Obsolete 1010 forms removed from VistA options: 10/10- Application for Medical Benefits Supplemental 10/10- Supplemental Data Sheet 10/10T- Application for Medical Benefits (with Consent to Release Information, Co-payment Notice, Privacy Act Notice) 10-10F- Financial Worksheet 10-10I- Insurance Information Form Active 1010 forms added to VistA options: 10-10EZ-Application for Health Benefits 10-10EZR-Health Benefits Renewal Form VistA options affected: [DG OUTPUTS MENU] ADT Outputs Menu [DG REGISTRATION MENU] Registration Menu [DG REGISTER PATIENT] Register a Patient [DG DISPOSITION APPLICATION] Disposition an Application [DGEN PATIENT ENROLLMENT] Patient Enrollment [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST COMPLETE] Complete a Required Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [EASEC LTC EXEMPTION TEST EDIT] Edit an Existing LTC Copay Exemption Test Enhancement #2: Automatically calculate the medical expense deductible on VistA. New Screen Field(s): Gross Medical Expenses Adjusted Medical Expenses VistA options affected: [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST COMPLETE] Complete a Required Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [EASEC LTC EXEMPTION TEST EDIT] Edit an Existing LTC Copay Exemption Test Enhancement #3: Create a VistA storage location for Amount Contributed to Child Support , as well as display and make the data element editable within the VistA User Interface. New Screen Field(s): Amount Contributed VistA options affected: [EAS EZ 1010EZ PROCESSING] Electronic 10-10EZ Processing [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST COMPLETE] Complete a Required Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [EASEC LTC EXEMPTION TEST EDIT] Edit an Existing LTC Copay Exemption Test Enhancement #4: No VistA User Interface changes Enhancement #5: No VistA User Interface changes Enhancement #6: No VistA User Interface changes Enhancement #7: No VistA User Interface changes Enhancement #8: Make the following data elements available in the VistA user interface for the mail-in processing and the walk-in processing of the 10-10EZ and 10-10EZR. They will not be shared with the HEC or other VistA sites. New Screen Field(s): 1) DO YOU WANT AN APPT. WITH A VA DOCTOR/PROVIDER AS SOON AS AVAILABLE? 2) EMAIL ADDRESS 3) RETIRED DT. (Veteran) 4) RETIRED DT. (Spouse) 5) SPOUSE'S MAIDEN NAME 6) SPOUSE'S STREET ADDRESS[LINE 1] 7) SPOUSE'S STREET ADDRESS[LINE 2] 8) SPOUSE'S STREET ADDRESS[LINE 3] 9) SPOUSE'S CITY 10) SPOUSE'S STATE 11) SPOUSE'S ZIP 12) SPOUSE'S PHONE NUMBER 13) DEPENDENT ADDRESS FIELDS (See Note 1): DEPENDENT S STREET ADDRESS[LINE 1] DEPENDENT S STREET ADDRESS[LINE 2] DEPENDENT S STREET ADDRESS[LINE 3] DEPENDENT S CITY DEPENDENT S STATE DEPENDENT S ZIP 14) CHILD 18 to 23. ATTENDED SCHOOL 15) CELL PHONE (Veteran) 16) PAGER # (Veteran) Note 1: Within the VistA options DG Register Patient and DG Load Patient Data; the Dependent Address fields shall be labeled as DEPENDENT S STREET ADDRESS[LINE 1], etc. Within the VistA options DG MEANS TEST, DG COPAY TEST, and EASEC LTC COPAY EXEMPTION; the Dependent Address fields shall be labeled as CHILD S STREET ADDRESS[LINE 1], etc. VistA options affected: [DG REGISTER PATIENT] Register a Patient [DG DISPOSITION APPLICATION] Disposition an Application [DG LOAD PATIENT DATA] Load/Edit Patient Data [DGEN PATIENT ENROLLMENT] Patient Enrollment [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST COMPLETE] Complete a Required Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [EASEC LTC EXEMPTION TEST EDIT] Edit an Existing LTC Copay Exemption Test [EAS EZ 1010EZ PROCESSING] Electronic 10-10EZ Processing ================ Printed Form Changes ======================= Print routines have been modified to approximate the layout of the 10-10EZ and 10-10EZR paper forms dated February 2005 when generated by VistA. The changes include: 10-10EZ Application for Health Benefits Page 1 Prints Section I General Information Added bocks 11G-CELLULAR TELEPHONE NUMBER & 11H-PAGER NUMBER Page 2 Prints Section II Insurance Information, Section III Employment Information, Section IV Military Service Information Section V Paperwork Reduction Act and Privacy Act Page 3 Prints Section VI Financial Disclosure Section VII Dependent Information Section VIII Previous Calendar Year Gross Annual Income of Veteran, Spouse, and Dependent Children Section IX Previous Calendar Year Deductible Expenses Page 4 Prints Section X Previous Calendar Year Net Worth Section XI Consent to Payments Section XII Assignment of Benefits Signature Blocks 10-10EZR Health Benefits Renewal Form Page 1 Prints Section I General Information Added bocks 7G-CELLULAR TELEPHONE NUMBER & 7H-PAGER NUMBER Section II Insurance Information Section III Employment Information, Page 2 Prints Section IV Paperwork Reduction Act and Privacy Act Section V Financial Disclosure Section VI Dependent Information Section VII Previous Calendar Year Gross Annual Income of Veteran, Spouse, and Dependent Children Section VIII Previous Calendar Year Deductible Expenses Page 3 Prints Section IX Previous Calendar Year Net Worth Section X Consent to Payments Section XI Assignment of Benefits Signature Blocks ================ Data Element Changes ======================= A few data elements will be added to or changed in file 711 (1010EZ Mapping) for collection, display, updating, filing, and printing. They include: MAP-TO MAP-TO DISPLAY NAME FILE FIELD ----------------------------------------------------------------- Amt To Child Support 408.22 .19 (Change from .1) Cell Phone 2 .134 (New) Pager # 2 .135 (New) ========== Option changes ============ The following option is exported with this patch: ------------------------------------------------- [EASEC LTC EXEMPTION TEST EDIT] Edit an Existing LTC Copay Exemption test ========== NSR/NOIS/Remedy, etc. ============ This patch addresses the following New Service Request (NSR): ------------------------------------------------------------- There is no NSR associated with this patch. This patch addresses the following NOIS/Remedy Ticket(s): --------------------------------------------------------- There are no NOIS/Remedy tickets associated with this patch. ============= Test Sites ==================== Durham, NC El Paso, TX VISN2, NY ========DOCUMENTATION RETRIEVAL============== The user documentation is available on the Office of Information Field Office (OIFO) ANONYMOUS.SOFTWARE directories listed below: OIFO FTP address Directory Albany ftp.fo-albany.med.va.gov anonymous.software Hines ftp.fo-hines.med.va.gov anonymous.software Salt Lake City ftp.fo-slc.med.va.gov anonymous.software VistA download site download.vista.med.va.gov anonymous.software The user documentation files listed below may be obtained via FTP. The preferred method is to download the files from: download.vista.med.va.gov This method transmits the files from the first available FTP server. Sites may also elect to retrieve documentation from a specific server as shown in the above table. Filename Contents Retrieval Format EAS_1_P57_UM.PDF Revised Enrollment Binary Application System User Manual EAS_1_P57_LTC_UM.PDF Revised Long Term Care Binary (LTC) Copayment User Manual EAS_1_P57_TM.PDF Revised Enrollment Binary Application System Online 10-10EZ Technical Manual DG_5_3_P624_REG_UM.PDF Revised PIMS ADT User Manual, Binary Registration Menu Module DG_5_3_P624_ADTO_UM.PDF Revised PIMS ADT User Manual, Binary Outputs Menu Module DG_5_3_P624_MTS_UM.PDF Revised PIMS ADT User Manual, Binary Means Test Supervisor Menu Module DG_5_3_P624_CETS_UM.PDF Revised PIMS ADT User Manual, Binary Copay Exemption Test Supervisor Menu Module DG_5_3_P624_ADTBE_UM.PDF Revised PIMS ADT User Manual, Binary Menus, Intro, Orientation, Etc. Module DG_5_3_P624_SADT_UM.PDF Revised PIMS ADT User Manual, Binary Supervisor ADT Menu DG_5_3_P624_PIMS_TM.PDF Revised PIMS ADT Technical Binary Manual DG_5_3_P624_RN.PDF 1010EZ Phase 3.0 Release Binary Notes. The VistA Documentation Library [VDL] web site contains all end-user manuals. The address is http://www.va.gov/vdl/. =========== SOFTWARE RETRIEVAL =============== The software for this patch is being distributed in a host file. The host file will contain two KIDS files. Host File Name: EAS_1_P57.KID Builds: DG*5.3*624 EAS*1.0*57 Sites may retrieve the software directly using FTP from the ANONYMOUS.SOFTWARE directory at the following OI Field Offices: Albany: ftp.fo-albany.med.va.gov Hines: ftp.fo-hines.med.va.gov Salt Lake City: ftp.fo-slc.med.va.gov First available download: download.vista.med.va.gov **Note: Use ASCII mode when transferring the .KID file ========= INSTALLATION INSTRUCTIONS ========== Due to the number of options and protocols affected and the recommendation to allow menu trees to be rebuilt after the install is complete, it is recommended this installation occur during non-peak hours. If installed during the normal workday, it is recommended the following menu options be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. [DG REGISTER PATIENT] Register a Patient [DG DISPOSITION APPLICATION] Disposition an Application [DG LOAD PATIENT DATA] Load/Edit Patient Data [DGEN PATIENT ENROLLMENT] Patient Enrollment [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST DELETE Delete an Existing Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST DELETE] Delete a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [DG DISPOSITION LOG] Log of Dispositions [EASEC LTC COPAY MENU] LTC Copayments Menu [EAS EZ 1010EZ PROCESSING] Electronic 10-10EZ Processing Install Time - 15 minutes 1. Retrieve the KIDS host file per software retrieval directions above. 2. Place the host file into a directory that is accessible from the account into which you are installing. 3. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation 1 Load a Distribution 2 Verify Checksums in Transport Global 3 Print Transport Global 4 Compare Transport Global to Current System 5 Backup a Transport Global 6 Install Package(s) Restart Install of Package(s) Unload a Distribution Select Installation Option: 1 Load a Distribution Enter a Host File: EAS_1_P57.KID KIDS Distribution saved on Jul 13, 2005@10:53:16 Comment: 1010 EZ PHASE 3.0 ENHANCEMENTS This Distribution contains Transport Globals for the following Package(s): DG*5.3*624 EAS*1.0*57 Distribution OK! Want to Continue with Load? YES// YES Loading Distribution... Build DG*5.3*624 has an Enviromental Check Routine Want to RUN the Environment Check Routine? YES// DG*5.3*624 Will first run the Environment Check Routine, DG53P624 EAS*1.0*57 Use INSTALL NAME: DG*5.3*624 to install this Distribution. 4. COMPONENTS SENT WITH PATCH -------------------------- ROUTINE SUMMARY: ================ The following is a list of the routine(s) included in this patch. The second line of each of these routine(s) will look like: ;;1.0;ENROLLMENT APPLICATION SYSTEM;**[patch list]**;Mar 15, 2001 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== EASEZDD N/A 9701386 57 EASEZF1 10942515 11222308 1,51,57 EASEZF1A N/A 197851 57 EASEZF2 14896679 14763707 1,9,51,57 EASEZF3 7045614 7144742 1,57 EASEZF4 7606632 8588157 1,51,57 EASEZI 11323911 6677225 1,9,44,51,57 EASEZI1 N/A 5503523 57 EASEZP63 20862603 22277591 51,60,57 EASEZP64 13094482 13826753 60,57 EASEZP6F 3813793 3806178 51,60,57 EASEZP6M 8251586 10819995 51,60,57 EASEZP6U 17246657 9236506 51,60,57 EASEZPDG N/A 8764281 57 EASEZPDU N/A 13366581 57 EASEZPU2 9710579 10430729 51,60,57 EASEZPU3 N/A 8970085 57 EASEZPV2 N/A 8667587 57 EASEZPVD N/A 5253314 57 EASEZPVI N/A 7827088 57 EASEZPVU N/A 1792225 57 EASEZRP1 N/A 12836234 57 EASEZRP2 N/A 32107255 57 EASEZRP3 N/A 13806102 57 EASEZRPD N/A 4461429 57 EASEZRPF N/A 4411631 57 EASEZRPI N/A 1689182 57 EASEZRPM N/A 10860001 57 EASEZRPP N/A 10268441 57 EASEZRPU N/A 13062755 57 EASEZT2 4131619 6076301 51,57 EASEZU3 13509223 13402899 1,57 Number of Routines = 32 Total number of routines modified: 13 Total number of new routines: 19 Total number of deleted routines: 0 Please review the description of DG*5.3*624 for the components included in that portion of the build. 5. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 6. Select Installation Option: -------------------------- NOTE: The following are OPTIONAL (When prompted for the INSTALL NAME, enter DG*5.3*624): 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. 7. Select Installation Option: Install Package(s) ---------------- **This is the step to start the installation of this KIDS patch: a. Choose the Install Package(s) option to start the patch install. Enter DG*5.3*624 when prompted for a build name. b. When prompted Want KIDS to Rebuild Menu Trees Upon Completion of the Install? YES// answer YES (unless otherwise indicated). c. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO (unless otherwise indicated). d. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES (unless otherwise indicated). e. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: [DG REGISTER PATIENT] Register a Patient [DG DISPOSITION APPLICATION] Disposition an Application [DG LOAD PATIENT DATA] Load/Edit Patient Data [DGEN PATIENT ENROLLMENT] Patient Enrollment [DG MEANS TEST ADD] Add a New Means Test [DG MEANS TEST EDIT] Edit an Existing Means Test [DG MEANS TEST DELETE] Delete an Existing Means Test [DG CO-PAY TEST ADD] Add a Copay Exemption Test [DG CO-PAY TEST DELETE] Delete a Copay Exemption Test [DG CO-PAY TEST EDIT] Edit an Existing Copay Exemption Test [DG DISPOSITION LOG] Log of Dispositions [EASEC LTC COPAY MENU] LTC Copayments Menu [EAS EZ 1010EZ PROCESSING] Electronic 10-10EZ Processing f. When prompted 'Enter protocols you wish to mark as 'Out Of Order':' enter the following protocols: [EASEC LTC COPAY DEPENDENT EXPAND] Expand Dependent [EASEC LTC COPAY DEPENDENT SPOUSE DEMO] Edit Spouse Demographics [EASEC LTC COPAY DEPENDENT ADDDEP] Spouse/Dependent Add [DGMT MEANS TEST DEPENDENT EDIT] Expand Dependent [DGMT MEANS TEST DEPENDENT ADDDEP] Spouse/Dependent Add [DGMT MEANS TEST DEPENDENT SPOUSE DEMO] Spouse Demographic [DGEN PATIENT ENROLLMENT MENU] Patient Enrollment [DGENCD CATASTROPHIC DISABILITY] Catastrophic Disab. [DGPRE EXPAND PATIENT] Patient Inquiry [DGRPT INTERVIEW] Interview g. If prompted 'Delay Install (Minutes): (0-60): 0//' answer "0" (unless otherwise indicated). Routine Information: ==================== Routine Name: - EASEZP6U Routine Checksum: Routine Name: - EASEZPU2 Routine Checksum: Routine Name: - EASEZF1 Routine Checksum: Routine Name: - EASEZF1A Routine Checksum: Routine Name: - EASEZF2 Routine Checksum: Routine Name: - EASEZT2 Routine Checksum: Routine Name: - EASEZPDG Routine Checksum: Routine Name: - EASEZPVD Routine Checksum: Routine Name: - EASEZPVI Routine Checksum: Routine Name: - EASEZPV2 Routine Checksum: Routine Name: - EASEZPU3 Routine Checksum: Routine Name: - EASEZPDU Routine Checksum: Routine Name: - EASEZP6F Routine Checksum: Routine Name: - EASEZRP1 Routine Checksum: Routine Name: - EASEZRP2 Routine Checksum: Routine Name: - EASEZRP3 Routine Checksum: Routine Name: - EASEZRPD Routine Checksum: Routine Name: - EASEZRPF Routine Checksum: Routine Name: - EASEZRPI Routine Checksum: Routine Name: - EASEZRPM Routine Checksum: Routine Name: - EASEZRPP Routine Checksum: Routine Name: - EASEZRPU Routine Checksum: Routine Name: - EASEZP64 Routine Checksum: Routine Name: - EASEZP6M Routine Checksum: Routine Name: - EASEZDD Routine Checksum: Routine Name: - EASEZI Routine Checksum: Routine Name: - EASEZI1 Routine Checksum: Routine Name: - EASEZF4 Routine Checksum: Routine Name: - EASEZU3 Routine Checksum: Routine Name: - EASEZF3 Routine Checksum: Routine Name: - EASEZP63 Routine Checksum: Routine Name: - EASEZPVU Routine Checksum: ============================================================================= User Information: Entered By : FLEGEL,CHRIS M Date Entered : SEP 29, 2004 Completed By: SECHLER,JEANNE Date Completed: AUG 10, 2005 Released By : FITCH,DONNA Date Released : AUG 12, 2005 ============================================================================= Packman Mail Message: ===================== No routines included