============================================================================= Run Date: OCT 22, 2003 Designation: IVM*2*79 Package : IVM - INCOME VERIFICATION MATCH Priority: Mandatory Version : 2 SEQ #76 Status: Released Compliance Date: NOV 22, 2003 ============================================================================= Associated patches: (v)IVM*2*73 <<= must be installed BEFORE `IVM*2*79' (v)IVM*2*74 <<= must be installed BEFORE `IVM*2*79' (v)IVM*2*75 <<= must be installed BEFORE `IVM*2*79' Subject: INTERIM ADDRESS ENHANCEMENTS Category: - Routine - Data Dictionary - Other Description: ============ PROJECT OVERVIEW ================ In January 2003, the Registration, Enrollment, and Eligibility Group (REEG) released software to support the Geographic Means Test (GMT) initiative. Part of that release included address enhancements designed to provide a more accurate and cleaner address for use in comparison against a newly instituted geographic-based monetary threshold. Specifically, the enhancements allowed for the automatic population of city, state, and county based on entry of a zip code, automatic update of "recent" address changes throughout VA Medical Centers (VAMCs) and the Health Eligibility Center (HEC), and the addition of two new files - one for county and one for postal codes. The Interim Address Enhancements (IAE) project addresses the following issues and requirements: VistA Enrollment/Registration: 1. Patient Permanent Mailing Address update a. Allow review and manual accept/reject of patients permanent mailing address using IVM Demographic Upload Functionality for patients receiving pharmacy mailout prescriptions b. Allow automatic upload of "new" patients permanent mailing address to the site(s) if the Bad Address Indicator (BAI) is set AND/OR there are no active pharmacy prescriptions AND the address being sent is newer than the one on file at the site(s) c. Allow automatic upload of "new" patients permanent mailing address if the site hasn't taken any action to review and accept or reject the address change after 14 days d. Allow city selection for multiple cities per zip code 2. Reporting on changes to patient's permanent mailing address a. Create a report containing changed addresses b. Create a report containing the addresses to be auto-uploaded 3. IVM Demographics Upload Cleanup for address fields 4. Periodic cleanup of IVM Demographic Upload File for non-address fields 5. Filter the outbound HL7 message from VistA to ignore sending "bad" addresses to HEC Infrastructure and Security Services (ISS): 1. Add entries for other cities to the USPS Postal Codes File 2. Add longitude and latitude values to County File 3. Provide an API that will return the valid city or cities name(s) for a given ZIP Code 4. Modify MFN~M05 message to include new postal code fields FUNCTIONAL DESCRIPTION ====================== The functional changes that will be introduced with this patch include: 1. Patient Permanent Mailing Address update a. Allow review and manual accept/reject of patient's permanent mailing address for patients receiving pharmacy mailout prescriptions using IVM Demographic Upload Functionality b. Allow automatic upload of "new" patient's permanent mailing address to the site(s) if the Bad Address Indicator (BAI) is set AND/OR there are no active pharmacy scripts AND the address being sent is newer than the one on file at the facility c. Allow automatic upload of "new" patient's permanent mailing address if the site hasn't taken any action to review and accept or reject the address change after 14 days 2. A new report containing the addresses to be automatically uploaded can be accessed using the IVM ADDR UPDT PENDING REVIEW menu option. It is suggested to task this menu option to run nightly to a printer. 3. A one-time cleanup will be tasked to clean up outdated IVM demographics upload data. 4. A periodic cleanup of non-address related IVM upload data will delete data that has not been manually uploaded after 30 days. The following fields will NOT be auto-deleted: DATE OF BIRTH DATE OF DEATH (if one does not exist in the Patient file) SEX 5. A filter has been added to the outbound Z07 messages from VistA to prevent sending "bad addresses" to HEC in any of the following scenarios: > The address contains 'UNKNOWN', 'HOMELESS', or 'ADDRESS' > The first two characters of the address are equal to '**' > The address is NULL > The zip code is NULL TEST SITES ========== Bay Pines, FL Martinez, CA Clarksburg, WV Reno, NV Salisbury, NC TECHNICAL DESCRIPTION ===================== The following is a summary of the changes included in this patch. For a detailed description of these changes, please refer to the Interim Address Enhancements (IAE) Software Design Document, which can be found in TSPR at: http://tspr.vista.med.va.gov/warboard/anotebk.asp?proj=764 FILE SUMMARY ============ IVM PATIENT (#301.5) - This file is being modified to add a new field to the DEMOGRAPHIC UPLOAD DATA (#301.511) subfile as shown below: FIELD NAME: DATE/TIME RECEIVED FLD NUMBER: .03 FLD TITLE: DATE/TIME DEMOGRAPHIC DATA RECEIVED NODE;PIECE: 0;3 ACCESS: RD: DEL: WR: @ DATA TYPE: Date-valued INPUT TRANSFORM: S %DT="ESTX" D ^%DT S X=Y K:X<1 X PROMPT MESSAGE: (No range limit on date) DESCRIPTION: This field contains the Date and Time that the Demographic field was received. IVM DEMOGRAPHICS UPLOAD FIELDS (#301.92) - Three new entries have been added to this file to provide additional information to the user while reviewing the demographics upload. The following new entries are added during the pre-install process: ADDRESS CHANGE DT/TM ADDRESS CHANGE SOURCE ADDRESS CHANGE SITE OPTION SUMMARY ============== The following new menu option has been added to the system: IVM Address Updates Pending Review [IVM ADDR UPDT PENDING REVIEW] ----------------------------------------------------------------- PLEASE NOTE: It is recommended that this menu option should be tasked to run daily. This report will display information related to patient address data received from HEC for patient with active pharmacy prescriptions. The report also lists the date on which the address information will be automatically uploaded if it has not yet been reviewed manually. 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;INCOME VERIFICATION MATCH;**[patch list]**; 21-OCT-94 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============ ============ =========== ========== IVM279P N/A 5870339 79 IVMLDEM6 9862405 12913082 10,58,73,79 IVMLDEM7 4645596 5335531 10,79 IVMLDEM9 N/A 8688296 79 IVMLDEMC N/A 4669490 79 IVMPREC6 7993544 7804883 3,4,12,17,34 58,79 IVMPREC8 7031164 7454076 5,6,12,58,73 79 IVMPTRN 7518053 7634560 1,9,11,12,17 28,34,74,79 IVMPTRN8 11570846 11578004 9,11,19,12,21 17,24,36,37,47 48,42,34,77,76 75,79 IVMPTRN9 9276147 9698515 9,11,19,12,21 17,46,50,53,34 49,58,79 SOFTWARE AND DOCUMENTATION RETRIEVAL ==================================== The software for this patch is being distributed in the DG_53_P522.KID host file. Please refer to the 'Software and Documentation Retrieval' section of the DG*5.3*522 patch description for instructions on how to acquire the software and documentation associated with this patch. Both the IVM User and Technical Manuals have been updated with this release. INSTALLATION INSTRUCTIONS ========================= Please refer to the 'Installation Instructions' section of the DG*5.3*522 patch description for instructions on how to install the patch software. POST-INSTALLATION INFORMATION ============================== Upon installation of this patch, a one-time cleanup job will be tasked to run 30 days in the future. The following will be displayed on the screen: WARNING: This clean-up will delete DEMOGRAPHIC UPLOAD DATA from the IVM PATIENT (#301.5) file when it runs. Please notify the appropriate personnel to take action on any outstanding demographics uploaded data from HEC, if your site processes IVM DEMOGRAPHICS UPLOADs on a regular basis. Task #xxxx has been queued to run on [today + 30 days]@18:00. This task can be rescheduled for an earlier date if desired. Please note that the task # is stored with the Install and it can be rescheduled to an earlier date/time if needed to better correspond to the needs of the staff that review IVM Demographic Uploads. Routine Information: ==================== Routine Name: - IVMPREC8 Routine Checksum: Routine Name: - IVM279P Routine Checksum: Routine Name: - IVMLDEM6 Routine Checksum: Routine Name: - IVMLDEM7 Routine Checksum: Routine Name: - IVMLDEM9 Routine Checksum: Routine Name: - IVMLDEMC Routine Checksum: Routine Name: - IVMPREC6 Routine Checksum: Routine Name: - IVMPTRN Routine Checksum: Routine Name: - IVMPTRN8 Routine Checksum: Routine Name: - IVMPTRN9 Routine Checksum: ============================================================================= User Information: Entered By : MORGAN,BRIAN Date Entered : MAY 21, 2003 Completed By: CURTIN,EDNA Date Completed: OCT 17, 2003 Released By : GANUS,MAUNETTE Date Released : OCT 22, 2003 ============================================================================= Packman Mail Message: ===================== No routines included