============================================================================= Run Date: OCT 23, 2007 Designation: IB*2*363 Package : IB - INTEGRATED BILLING Priority: Mandatory Version : 2 SEQ #346 Status: Released Compliance Date: NOV 23, 2007 ============================================================================= Associated patches: (v)IB*2*63 <<= must be installed BEFORE `IB*2*363' (v)IB*2*174 <<= must be installed BEFORE `IB*2*363' (v)IB*2*251 <<= must be installed BEFORE `IB*2*363' (v)IB*2*347 <<= must be installed BEFORE `IB*2*363' (v)IB*2*349 <<= must be installed BEFORE `IB*2*363' Subject: ePHARMACY/ECME ENHANCEMENTS Category: - Routine - Data Dictionary - Enhancement (Mandatory) - Other - Informational Description: ============ ****************************** ATTENTION ******************************* An issue was introduced with patch PSO*7*260 that removed the display of Dosage, Verb, Dispense Unit, Noun, Route, and Schedule from the VIEW PRESCRIPTION [PSO VIEW] option. This functionality is restored in PSO*7*264 Q4 Pharmacy Enhancements patch. It is suggested that the Q4 Pharmacy Enhancements patch PSO*7*264 be installed immediately after the ePharmacy/ECME Enhancements bundle of patches in order to restore full functionality of the option. ************************************************************************ This patch has enhancements which extend the capabilities of the Veterans Health Information Systems and Technology Architecture (VistA) electronic pharmacy (ePharmacy) system. Below is a list of all the applications involved in this project along with their patch number: APPLICATION/VERSION PATCH -------------------------------------------------------------- OUTPATIENT PHARMACY (OP) V. 7.0 PSO*7*260 INTEGRATED BILLING (IB) V. 2.0 IB*2*363 ELECTRONIC CLAIMS MANAGEMENT ENGINE (ECME) V. 1.0 BPS*1*5 PHARMACY DATA MANAGEMENT (PDM) V. 1.0 PSS*1*127 CONSOLIDATED MAIL OUTPATIENT PHARMACY (CMOP) V. 2.0 PSX*2*63 The first three patches (BPS*1*5, IB*2*363, and PSO*7*260) will be released in the Kernel Installation and Distribution System (KIDS) multi-build distribution BPS PSO IB BUNDLE 2.0. Patches PSX*2*63 and PSS*1*127 will be released as stand-alone patches. Since there is an implementation dependency between the multi-build distribution and the stand-alone patches, PSX*2*63 and PSS*1*127 must be installed prior to the installation of the multi-build. For more specific instructions please refer to the installation steps provided in each of the patches. All sites should install these patches regardless of whether or not they have been activated for ePharmacy by the Central Business Office (CBO). After the installation of these patches, the activation status of the site will not be impacted. As before, activation of the ePharmacy product will require instructions provided by the CBO. Sites are not to activate unless instructed specifically by the CBO. This patch modifies the Integrated Billing application as described below: 1. The software supporting the Patient Insurance Info View/Edit option [IBCN PATIENT INSURANCE] was enhanced to include the display of ePharmacy specific data associated with the Insurance Plan. The PLAN ID, PLAN NAME, PLAN STATUS (local and national) are to be displayed so that the billing user is able to verify that an insurance plan has been linked with an ePharmacy payer and if the payer is turned on for transmission. 2. Claims/bills that have been electronically submitted to the payer are getting the 2nd and 3rd notices printed. These notices are only necessary for paper claims. The software supporting the Accounts Receivable Nightly Process Background Job option [PRCA NIGHTLY PROCESS] shall be modified to prevent 2nd and 3rd notices from being printed when the bill has been submitted electronically. 3. The software supporting the ECME Billing Events Report option [IB ECME BILLING EVENTS] has been modified so that the report will print by electronic pharmacy division. These types of divisions are outpatient pharmacy dispensing areas which are defined with a National Council for Prescription Drug (NCPDP) number and able to submit pharmacy claims to a payer electronically. The user will be able to select one, multiple or all ePharmacy divisions. The E-PHARMACY DIVISION field (#.09) was added to the EVENT sub-file (#366.141) of the IB NCPDP EVENT LOG file (#366.14) to support the changes. 4. The software has been modified to prevent 1st party copays from being put on hold automatically (by the system) for non-electronically billable Over-the-Counter (OTC) drugs; and any electronically billable prescription for which the third party is paying a zero dollar amount. 5. The software supporting the Enter/Edit Billing Information option [IB EDIT BILLING INFO] was modified to retrieve the National Drug Code (NDC) number from the PRESCRIPTION file (#52) instead of the DRUG file (#50) when adding/editing a claim. The software supporting the Copy and Cancel option [IB COPY AND CANCEL] was modified to retrieve the NDC# from the PRESCRIPTION file (#52) instead of the IB BILL/CLAIMS PRESCRIPTION REFILL file (#362.4) when copying data from the old entry to the new entry. 6. The business user has requested that a mail group be created that represents ePharmacy-related notifications so that the user can review these messages in a more efficient manner. This patch will transport the new mail group IBCNR EPHARM and mail notifications that pertain to ePharmacy shall be forwarded to the IBCNR EPHARM mail group. 7. The IB software supporting CLAIM INFORMATION screen of the Third Party Joint Inquiry option [IBJ THIRD PARTY JOINT INQUIRY] was modified to be able to detect what kind of identifier (NCPDP number or National Provider ID number) was used in the claim and display the appropriate label when generating the screen. This patch addresses the following New Service Request (NSR): ------------------------------------------------------------- There is no NSR associated with this patch. This patch addresses the following Remedy Ticket(s): --------------------------------------------------------- There are no Remedy tickets associated with this patch. Components Modified: ==================== The following is the new file included in this patch: UP SEND DATA USER DATE SEC. COMES SITE RSLV OVER FILE # NAME DD CODE W/FILE DATA PTS RIDE ------------------------------------------------------------------ 366.14 IB NCPDP EVENT LOG YES NO NO NO The following is a list of fields included in this patch: Field Name (Number) File Name (Number) ------------------- ------------------ E-PHARMACY DIVISION(.09) EVENT (sub-file) (366.141) MEDICAL CENTER DIVISION(.15) EVENT (sub-file) (366.141) AO(.401) EVENT (sub-file) (366.141) CV(.402) EVENT (sub-file) (366.141) SWA(.403) EVENT (sub-file) (366.141) IR(.404) EVENT (sub-file) (366.141) MST(.405) EVENT (sub-file) (366.141) HNC(.406) EVENT (sub-file) (366.141) SC(.407) EVENT (sub-file) (366.141) SHAD(.408) EVENT (sub-file) (366.141) Documentation Retrieval: ======================== Sites may retrieve documentation in one of the following ways: 1. The preferred method is to FTP the files from download.vista.med.va.gov, which will transmit the files from the first available FTP server. 2. Sites may also elect to retrieve documentation directly from a specific server as follows: Albany ftp.fo-albany.med.va.gov Hines ftp.fo-hines.med.va.gov Salt Lake City ftp.fo-slc.med.va.gov 3. Documentation can also be retrieved from the VistA Documentation Library (VDL) on the Internet at the following address, http://www.va.gov/vdl. The documentation distribution includes: FILE NAME DESCRIPTION -------------------------------------------------------------------- BPS_1_5_EPHARMACY_RN_0907.PDF ePharmacy/ECME Enhancements Release Notes BPS_1_TM_R0907.PDF ECME V. 1.0 Technical Manual/ Security Guide BPS_1_UM_R0907.PDF ECME V. 1.0 User Manual IB_2_P363_RN.PDF IB V. 2.0 Patch IB*2.0*363 Release Notes PSS_1_UM_R0907.PDF PDM V. 1.0 User Manual PSS_1_TM_R0907.PDF PDM V. 1.0 Technical Manual/ Security Guide PSS_1_P127_UM_CP.PDF PDM V. 1.0 User Manual Change Pages PSS_1_P127_TM_CP.PDF PDM V. 1.0 Technical Manual/ Security Guide Change Pages PSS_1_P127_DRUG_EXCEPTIONS_LIST.PDF PDM Drug Exception List PSX_2_TM_R0907.PDF CMOP V. 2.0 Technical Manual PSX_2_P63_TM_CP.PDF CMOP V. 2.0 Technical Manual Change Pages Please note: There are Outpatient Pharmacy user and technical manual documentation changes related to this patch. They will be included in the documentation issued with PSO*7*264 (the 4th Quarter Release). Test Sites: =========== CENTRAL ARKANSAS HEARTLAND WEST, KS SAGINAW, MI Post Installation Overview ------------------------------ Patches BPS*1*5, IB*2*363, and PSO*7*260 have post-installs that will run. Please see the post-installation instructions for the details of each of these post-installs. ================INSTALLATION INSTRUCTIONS ================= BEFORE PROCEEDING, please read item number 8e and make sure you have the information needed in order to complete this installation. To avoid disruptions, these patches should be installed when users are not on the system and during non-peak hours. Of particular concern would be the items below. 1. Do not install the patch when ECME claims are being generated by the BPS Nightly Background Job option [BPS NIGHTLY BACKGROUND JOB]. Wait for this job to finish or complete the installation before this job starts. 2. Do not install the patch when prescriptions are being transmitted to CMOP. Wait for the CMOP transmission to finish or complete the installation before the transmission starts. Check with Pharmacy Service or your pharmacy Automated Data Processing Application Coordinator (ADPAC) to find out when CMOP transmissions occur. 3. In addition, note that you will be prompted to disable the following options during the installation: ECME Billing Events Report option [IB ECME BILLING EVENTS] Patient Insurance Info View/Edit option [IBCN PATIENT INSURANCE] Third Party Joint Inquiry option [IBJ THIRD PARTY JOINT INQUIRY] Install Time - Approximately 15 minutes ************** PRE-INSTALLATION INSTRUCTIONS ************** Since the EPHARM IN HL logical link will be deleted by the BPS*1.0*5 patch, please stop this logical link prior to installing the multi-build distribution BPS PSO IB BUNDLE 2.0. This can be done via the Start/Stop Links [HL START] option. *********************************************************** 1. OBTAIN PATCHES -------------- Patches PSX*2*63 and PSS*1*127 will be sent to your system upon release from the National Patch Module. Obtain the host file BPS_1_5_PSO_IB.KID, which contains the following three patch installs: BPS*1.0*5 PSO*7.0*260 IB*2.0*363 Sites can retrieve VistA software from the following FTP addresses. The preferred method is to FTP the files from: download.vista.med.va.gov This will transmit the files from the first available FTP server. Sites may also elect to retrieve software directly from a specific server as follows: Albany ftp.fo-albany.med.va.gov Hines ftp.fo-hines.med.va.gov Salt Lake City ftp.fo-slc.med.va.gov The BPS_1_5_PSO_IB.KID host file is located in the anonymous.software directory. Use ASCII Mode when downloading the file. 2. LOAD TRANSPORT GLOBAL FOR STAND-ALONE PATCHES --------------------------------------------- For patches PSX*2*63 and PSS*1*127, choose the PackMan message containing each of these patches and invoke the INSTALL/CHECK MESSAGE PackMan option. 3. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu option [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: 4. RUN OPTIONAL INSTALLATION OPTIONS FOR STAND-ALONE PATCHES --------------------------------------------------------- From the Installation menu, you may select to use the following options (when prompted for the INSTALL NAME, enter each of the stand-alone patches (PSX*2.0*63 and PSS*1.0*127)): 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 Database Definitions (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. 5. INSTALL STAND-ALONE PATCHES --------------------------- This is the step to start the installation of this KIDS patch. This will need to be run for each of the stand-alone patches (PSX*2*63 and PSS*1*127). a. Choose the Install Package(s) option to start the patch install. b. When prompted for the "Select INSTALL NAME:", enter the patch name. c. When prompted "Want KIDS to INHIBIT LOGONs during the install? YES//" answer NO. d. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//" answer NO. e. When prompted, "Device: Home//" respond with the correct device. 6. LOAD TRANSPORT GLOBAL FOR MULTI-BUILD ------------------------------------- After the installation of the stand-alone patches is complete, return to the Installation menu. From the Installation menu, select the Load a Distribution option. When prompted for "Enter a Host File:", enter the full directory path where you saved the host file BPS_1_5_PSO_IB.KID (e.g., SYS$SYSDEVICE:[ANONYMOUS]BPS_1_5_PSO_IB.KID). When prompted for "OK to continue with Load? NO//", enter "YES." The following will display: Loading Distribution... BPS PSO IB BUNDLE 2.0 BPS*1.0*5 PSO*7.0*260 IB*2.0*363 Use INSTALL NAME: BPS PSO IB BUNDLE 2.0 to install this Distribution. 7. RUN OPTIONAL INSTALLATION OPTIONS FOR MULTI-BUILD ------------------------------------------------- From the Installation menu, you may select to use the following options (when prompted for the INSTALL NAME, enter BPS PSO IB BUNDLE 2.0): 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. 8. INSTALL MULTI-BUILD ------------------- This is the step to start the installation of this KIDS patch. This will need to be run for the BPS PSO IB BUNDLE 2.0. a. Choose the Install Package(s) option to start the patch install. b. When prompted for the "Select INSTALL NAME:", enter BPS PSO IB BUNDLE 2.0. c. For the BPS*1*5 patch, when prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//" enter YES unless your system does this in a nightly TaskMan process. d. For the PSO*7*260 patch, when prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//" enter YES unless your system does this in a nightly TaskMan process. e. For the IB*2*363 patch, when prompted "Enter the Coordinator for Mail Group 'IBCNR EPHARM':", enter the appropriate person. To determine this, please contact your Medical Care Cost Recovery (MCCR) business department prior to installation to determine who will be the coordinator for this new mail group. This mail group will be used by the IB package when forwarding bulletins related to ePharmacy processing. f. When prompted "Want KIDS to INHIBIT LOGONs during the install? YES//" enter NO. g. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//" enter YES. h. When prompted "Enter options you wish to mark as 'Out Of Order':" enter the following options: ECME Billing Events Report option [IB ECME BILLING EVENTS] Patient Insurance Info View/Edit option [IBCN PATIENT INSURANCE] Third Party Joint Inquiry option [IBJ THIRD PARTY JOINT INQUIRY] i. When prompted "Enter protocols you wish to mark as 'Out Of Order':" enter . j. When prompted "Delay Install (Minutes): (0-60): 0//" enter an appropriate number of minutes to delay the installation in order to give users enough time to exit the disabled options before the installation starts. k. When prompted "Device: Home//" respond with the correct device. ************** POST-INSTALLATION INSTRUCTIONS ************** There is a bug in the KIDs installation process for multi-builds. Even though you may have requested that the menu rebuild occur for patches BPS*1*5 and PSO*7*260 while answering the installation questions, it is possible that the menu rebuild did not occur. If the rebuild did not occur and your system does not do an automatic menu rebuild in a nightly TaskMan process, you should do a manual rebuild via the Build Primary Menu Trees option [XQBUILDTREE] found in the Menu Rebuild Menu [XQBUILDMAIN] option. The BPS post-install routine delivered with BPS*1*5 will do the tasks tasks listed below. This post-install will be tasked and may take several hours to run. When it is complete, it will send an email to the installer and the users in the BPS OPECC mail group. The post-install routines BPS01P5* are being left on the system after the install. They will be deleted with a future patch. 1. Delete the files listed in the 'The following is a list of files deleted in this patch:' section of the BPS*1*5 patch. 2. Delete the fields listed in the 'The following is a list of fields deleted in this patch:' section of the BPS*1*5 patch. 3. Delete obsolete records from the BPS NCPDP FIELD DEFS (#9002313.91) file. These records are for National Council for Prescription Drug Programs (NCPDP) version 3x, which make these records obsolete. 4. Populate the new BPS STATISTICS file (#9002313.58) categories (Accepted Reversals, Rejected Reversals, and Dropped to Paper). 5. Populate the new SUBMIT DATE/TIME (#6) field of the BPS TRANSACTIONS file (#9002313.59). 6. Convert the ECME log data from global ^BPSECP("LOG") to the new BPS LOG file (#9002313.12). 7. Convert the submit processing queue from global ^BPSECP("BPSOSRX") to the temporary global ^XTMP("BPS-PROC"). The IB post-install routine delivered with IB*2*363 will populate the E-PHARMACY DIVISION field (#.09) of the IB NCPDP EVENT LOG file (#366.14). This is a new field delivered with this patch. The time required to accomplish this task may vary from site to site and is dependent upon how many electronic pharmacy claims are processed daily at the site. The post install routine IB20P363 is being left on the system after the install. It will be deleted with a future patch. The PSO post-install routine delivered with PSO*7*260 will set the REJECT INFO sub-file (#52.25) in the PRESCRIPTION file (#52) as READ ONLY. This will prevent users from entering rejects through FileMan, which causes problems to the Outpatient Pharmacy application. The post install routine PSO260PI is being left on the system after the install. It will be deleted with a future patch. ************************************************************ Routine Summary: ================ The following is a list of the routines included in this patch. The second line of each of these routines now looks like: ;;2.0;INTEGRATED BILLING;**363**;21-MAR-94 CHECK^XTSUMBLD results Routine Before Patch After Patch Patch List ------- ------------ ----------- ---------- IB20P363 N/A 4863380 363 IBCBB1 18797730 18869205 27,52,80,93,106,51,151,148,153, 137,232,280,155,320,343,349,363 IBCBB11 7032988 7546898 51,343,363 IBCCC3 4412585 4719584 363 IBCF13 3405921 3879265 63,363 IBCNSP 10810446 10805536 6,28,43,52,85,251,363 IBCNSP0 9604463 11430465 28,43,52,85,93,103,137,229,251,363 IBCSC5C 16507415 16386007 27,52,130,51,160,260,309,315,339,347, 363 IBEFUNC3 433377 3208641 174,363 IBJTCA1 17019930 17282472 39,80,106,137,223,276,363 IBNCPDP 523997 519043 223,276,363 IBNCPDP1 16363599 16165524 223,276,339,363 IBNCPDP2 9811173 10232423 223,276,342,347,363 IBNCPDP3 8883220 8712000 223,276,342,363 IBNCPDPC 10371517 1982070 276,339,363 IBNCPDPE 5137720 5690677 276,342,347,363 IBNCPEB 8197817 8106018 276,342,347,363 IBNCPEV 17153769 18198090 342,363 IBNCPEV1 6125654 9748771 342,339,363 IBNCPLOG 12013503 16828126 342,339,363 IBNCPUT1 1749992 4113982 342,363 IBNCPUT2 N/A 4708142 363 IBRUTL 4993649 5030076 70,82,132,142,176,179,202,223,363 IBTRED 8733899 9368165 71,91,160,247,309,276,339,363 Total number of routines -24 Total number of new routines -2 Total number of deleted routines -0 Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: IB20P363 Before: n/a After: B9222150 **363** Routine Name: IBCBB1 Before: B70135753 After: B70812955 **27,52,80,93,106,51,151,148, 153,137,232,280,155,320,343, 349,363** Routine Name: IBCBB11 Before: B13216318 After: B14703047 **51,343,363** Routine Name: IBCCC3 Before: B8108159 After: B9038313 **363** Routine Name: IBCF13 Before: B4712209 After: B5416483 **63,363** Routine Name: IBCNSP Before: B31465384 After: B31460590 **6,28,43,52,85,251,363** Routine Name: IBCNSP0 Before: B22782291 After: B29977117 **28,43,52,85,93,103,137,229, 251,363** Routine Name: IBCSC5C Before: B44689087 After: B44500670 **27,52,130,51,160,260,309,315, 339,347,363** Routine Name: IBEFUNC3 Before: B552618 After: B7226163 **174,363** Routine Name: IBJTCA1 Before: B37857636 After: B38260395 **39,80,106,137,223,276,363** Routine Name: IBNCPDP Before: B1650924 After: B1668933 **223,276,363** Routine Name: IBNCPDP1 Before: B66261404 After: B56920205 **223,276,339,363** Routine Name: IBNCPDP2 Before: B33215225 After: B35333171 **223,276,342,347,363** Routine Name: IBNCPDP3 Before: B30685314 After: B29885103 **223,276,342,363** Routine Name: IBNCPDPC Before: B34403987 After: B5379430 **276,339,363** Routine Name: IBNCPDPE Before: B15505281 After: B17542658 **276,342,347,363** Routine Name: IBNCPEB Before: B28185262 After: B27674256 **276,342,347,363** Routine Name: IBNCPEV Before: B84188155 After: B83555880 **342,363** Routine Name: IBNCPEV1 Before: B21049389 After: B46001454 **342,339,363** Routine Name: IBNCPLOG Before: B49957906 After: B61207907 **342,339,363** Routine Name: IBNCPUT1 Before: B5230751 After: B20040520 **342,363** Routine Name: IBNCPUT2 Before: n/a After: B14161327 **363** Routine Name: IBRUTL Before: B10066295 After: B10256030 **70,82,132,142,176,179,202,223,363** Routine Name: IBTRED Before: B22563966 After: B24360829 **71,91,160,247,309,276,339,363** Routine list of preceding patches: 63, 174, 251, 347, 349 ============================================================================= User Information: Entered By : LEYVA,KATHRYN Date Entered : NOV 02, 2006 Completed By: LYNCH,MARY F. Date Completed: OCT 15, 2007 Released By : BOTTINI,STEVE Date Released : OCT 23, 2007 ============================================================================= Packman Mail Message: ===================== No routines included