$TXT Created by ZEIGLER,EDWARD L at DEVVII.FO-ALBANY.MED.VA.GOV (KIDS) on Thursday, 05/19/05 at 14:04 ============================================================================= Run Date: MAY 24, 2005 Designation: IB*2*249 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #276 Status: Released Compliance Date: JUN 24, 2005 ============================================================================= Associated patches: (v)IB*2*82 <<= must be installed BEFORE `IB*2*249' (v)IB*2*103 <<= must be installed BEFORE `IB*2*249' (v)IB*2*121 <<= must be installed BEFORE `IB*2*249' (v)IB*2*123 <<= must be installed BEFORE `IB*2*249' (v)IB*2*155 <<= must be installed BEFORE `IB*2*249' (v)IB*2*183 <<= must be installed BEFORE `IB*2*249' (v)IB*2*223 <<= must be installed BEFORE `IB*2*249' (v)SD*5.3*301 <<= must be installed BEFORE `IB*2*249' (v)IB*2*234 <<= must be installed BEFORE `IB*2*249' (v)SD*5.3*316 <<= must be installed BEFORE `IB*2*249' (v)IB*2*271 <<= must be installed BEFORE `IB*2*249' (v)IB*2*297 <<= must be installed BEFORE `IB*2*249' Subject: SCHEDULING ENCAPSULATION/API UPDATE Category: - Routine Description: ============ This patch is in response to the Scheduling Encapsulation project. The Integrated Billing package is being enhanced to utilize new Scheduling APIs released in SD*5.3*283, SD*5.3*301 and SD*5.3*316. Users should see no change in the Integrated Billing options they currently use as a result of this change. Also included in this patch is an enhancement to the insurance API to allow other applications to determine if a patient has unprocessed insurance buffer entries. Test Sites: Illiana Health Care System Oklahoma City VAMC Palo Alto Health Care System Options/Routines Affected ------------------------- Transfer Pricing Patient Listing [IBAT PATIENT LIST] (Routine IBATOP) The option prints the patient's next scheduled event (scheduled admission or appointment). The new API ($$SDAPI^SDAMA301) provided by scheduling is now being utilized to find the patient's next scheduled appointment for this report. Routine IBBFAPI No IB options are associated with this routine. This updated API will return the number of unprocessed insurance buffer file entries for a given patient. The same entry point of $$INSUR will be called. The return value will be passed back in the return value variable in the format of IBR("BUFFER")=3 where 3 is the number of buffer file entries for the patient. Also included in this update is the ability to extract the Plan Type by specifying field 21 or the wild card * specification. New Insurance Policy Bulletin (Routines IBCNSBL and IBCNSBL1) This bulletin is generated when a new insurance policy is identified for a patient. The bulletin contains a list of the patients scheduled appointments. The bulletin now uses the new API (GETAPPT^SDAMA201) to look up the patient's appointments. Routine IBECEAU There was a check for C&P appointments on the same day as when a charge is being added to a patient. This check is still in place. However, there was an extra check that was no longer needed to determine the status of the appointment. The extra check was there for historical purposes and is no longer applicable; therefore the extra check is being removed. This check occurred during the automated MT Copay Billing process when appointments are checked out. Veterans w/Insurance and Opt. Visits [IB OUTPATIENT VET REPORT] (Routine IBEFUNC) When running the ONSC report there is a check to determine if an encounter is billable. When the encounter has a status of 14 (Action Required) there was an extra check against the patient's appointment status for billable determination. This check was there for historical purposes and is no longer applicable; therefore the check is being removed. The function to determine if an appointment is non-count has been updated to use the Outpatient Encounter (#409.68) status for this determination. Percentage of Completed Registrations [IBJD INTAKE COMP REG] (Routines IBJDI1 and IBJDI11) The option prints the patient's next scheduled event (scheduled admission or appointment). The new API ($$SDAPI^SDAMA301) provided by Scheduling is now being utilized to find the patient's next scheduled appointment for this report. Also the determination if a registration event is non-count has been moved from a clinic evaluation to the status of the Outpatient Encounter. Veterans with Verified/Unverified Eligibility [IBJD INTAKE UNV ELIG] (Routine IBJDI2 and IBJDI21) The option prints the patient's next scheduled event (scheduled admission or appointment). The new API ($$SDAPI^SDAMA301) provided by Scheduling is now being utilized to find the patient's next scheduled appointment for this report. Outpatients w/Unknown or Expired Insurance [IB OUTPUT OPTS WITHOUT INS] (Routine IBOUNP1, IBOUNP2, and IBOUNP3) The option prints a list of outpatient visits based on clinic selection. The new API ($$SDAPI^SDAMA301) provided by Scheduling is now being utilized to find the patients scheduled appointments for the report. Outpatient/Registration Events Report [IB OUTPUT EVENTS REPORT] (Routines IBOVOP and IBOVOP1) The option prints a list of outpatient registration events. Because the option did an extra check for historical purposes that is no longer applicable, this extra check is being removed. Routine IBSDU Entry DPTSND With the changes in this patch, this entry point is no longer applicable and no longer being called within the IB package. The code contained in this entry point is being removed. Claims Tracking Edit [IBT EDIT TRACKING ENTRY] Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT BI TRACKING ENTRY] (Routine IBTRE2 and IBTRE20) When adding an entry to Claims Tracking with any of the above there is a check for a scheduled appointment on the date of an outpatient event is being added and a warning message displayed if no appointment is found. The new API ($$SDAPI^SDAMA301) provided by Scheduling is now being utilized for this check. Also if a user could request help and get a list of appointments for a patient, the new API is now being utilized to generate this list. Manually Add Opt. Encounters to Claims Tracking [IBT SUP MANUALLY QUE ENCTRS] Queue Means Test Compilation of Charges [IB MT NIGHT COMP] (Routine IBTUTL1) When these options would run there is a scan of outpatient events to add to the Claims Tracking module. There was an attempt to find an outpatient encounter to match a scheduled appointment to add to Claims Tracking. IB now looks for the outpatient encounter directly. IIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] (Routine IBCNEDE2) This routine runs nightly to send patients with future scheduled appointments to IIV for insurance verification. The lookup of future scheduled appointments is being updated to utilize the new Scheduling API. Since it is possible for the new Scheduling API to return an error message a MailMan message will be created and sent to the IBCNE IIV MESSAGE mail group if an error is encountered. Routine IBYZ15A is obsolete and is being deleted with the install of this patch. You may not have this on your system, but if you do, the routine will be deleted. ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following selections in the OPTION (#19) file be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. It is also recommended this patch not be installed with the IB nightly processes are running. The name of the options are IB MT NIGHT COMP and IBCNE IIV BATCH PROCESS. Transfer Pricing Patient Listing [IBAT PATIENT LIST] Patient Insurance Info View/Edit [IBCN PATIENT INSURANCE] Cancel/Edit/Add Patient Charges [IB CANCEL/EDIT/ADD CHARGES] Veterans w/Insurance and Opt. Visits [IB OUTPATIENT VET REPORT] Percentage of Completed Registrations [IBJD INTAKE COMP REG] Veterans with Verified/Unverified Eligibility [IBJD INTAKE UNV ELIG] Outpatients w/Unknown or Expired Insurance [IB OUTPUT OPTS WITHOUT INS] Outpatient/Registration Events Report [IB OUTPUT EVENTS REPORT] Claims Tracking Edit [IBT EDIT TRACKING ENTRY] Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT BI TRACKING ENTRY] Manually Add Opt. Encounters to Claims Tracking [IBT SUP MANUALLY QUE ENCTRS] IIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] Queue Means Test Compilation of Charges [IB MT NIGHT COMP] Install Time - less than 10 minutes. 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. DISABLE ROUTINE MAPPING (DSM for Open VMS sites only) ----------------------- Disable routine mapping on all systems for the routines listed above. NOTE: If the routines included in this patch are not currently in your mapped routine set, please skip this step. 3. 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: ;;2.0;INTEGRATED BILLING;**[patch list]**;21-MAR-94 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== IBATOP 9592387 9980327 115,153,183,249 IBBFAPI 9515379 10006809 267,297,249 IBCNEDE2 10986296 14306986 184,271,249 IBCNSBL 3011486 3074333 6,28,103,249 IBCNSBL1 10689846 12060842 6,28,82,249 IBECEAU 7542622 6795558 91,249 IBEFUNC 8566343 8462484 55,91,106,139,51 153,232,155,249 IBJDI1 15235288 16482347 69,98,100,118,128 123,249 IBJDI11 5773349 6082511 100,118,128,249 IBJDI2 5061102 5357604 69,91,98,100,118 249 IBJDI21 14813275 16093305 118,249 IBOUNP1 5103611 6855433 249 IBOUNP2 5551837 3493831 249 IBOUNP3 11102312 11684522 249 IBOVOP 4399056 3482585 91,153,176,249 IBOVOP1 6299025 6223412 52,91,99,132,156 176,234,249 IBSDU 2465346 2362242 91,249 IBTRE2 11660528 13360798 23,121,249 IBTRE20 6039519 6164085 40,91,249 IBTUTL1 6092014 5928182 13,223,249 IBYZ15A(may not exist)10098482 n/a (IB v1.5) 7 Total Routines - 21 4. 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: 5. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter IB*2.0*249): 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. 6. 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. b. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO c. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES d. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: Transfer Pricing Patient Listing [IBAT PATIENT LIST] Patient Insurance Info View/Edit [IBCN PATIENT INSURANCE] Cancel/Edit/Add Patient Charges [IB CANCEL/EDIT/ADD CHARGES] Veterans w/Insurance and Opt. Visits [IB OUTPATIENT VET REPORT] Percentage of Completed Registrations [IBJD INTAKE COMP REG] Veterans with Verified/Unverified Eligibility [IBJD INTAKE UNV ELIG] Outpatients w/Unknown or Expired Insurance [IB OUTPUT OPTS WITHOUT INS] Outpatient/Registration Events Report [IB OUTPUT EVENTS REPORT] Claims Tracking Edit [IBT EDIT TRACKING ENTRY] Claims Tracking Edit [IBT EDIT IR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT HR TRACKING ENTRY] Claims Tracking Edit [IBT EDIT BI TRACKING ENTRY] Manually Add Opt. Encounters to Claims Tracking [IBT SUP MANUALLY QUE ENCTRS] IIV NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] Queue Means Test Compilation of Charges [IB MT NIGHT COMP] e. When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . 7. REBUILD MAPPED ROUTINE(S) (DSM for Open VMS sites only) ------------------------- Optional - Include the routines distributed with this patch in the mapped routine set. NOTE: This step is only necessary if you performed step 2 or if you wish to include the routines in your mapped set. Routine Information: ==================== Routine Name: - IBATOP Routine Checksum: Routine Name: - IBCNSBL Routine Checksum: Routine Name: - IBCNSBL1 Routine Checksum: Routine Name: - IBECEAU Routine Checksum: Routine Name: - IBEFUNC Routine Checksum: Routine Name: - IBJDI1 Routine Checksum: Routine Name: - IBJDI11 Routine Checksum: Routine Name: - IBJDI2 Routine Checksum: Routine Name: - IBJDI21 Routine Checksum: Routine Name: - IBOUNP1 Routine Checksum: Routine Name: - IBOUNP2 Routine Checksum: Routine Name: - IBOUNP3 Routine Checksum: Routine Name: - IBOVOP Routine Checksum: Routine Name: - IBOVOP1 Routine Checksum: Routine Name: - IBSDU Routine Checksum: Routine Name: - IBTRE2 Routine Checksum: Routine Name: - IBTRE20 Routine Checksum: Routine Name: - IBYZ15A Routine Checksum: Routine Name: - IBCNEDE2 Routine Checksum: Routine Name: - IBTUTL1 Routine Checksum: Routine Name: - IBBFAPI Routine Checksum: ============================================================================= User Information: Entered By : ZEIGLER,EDWARD L Date Entered : OCT 08, 2003 Completed By: LYNCH,MARY F. Date Completed: MAY 24, 2005 Released By : BOTTINI,STEVE Date Released : MAY 24, 2005 ============================================================================= Packman Mail Message: ===================== $END TXT