$TXT Created by CURRO,MARY ANNE at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on Tuesday, 07/18/06 at 14:00 ============================================================================= Run Date: AUG 29, 2006 Designation: PRCA*4.5*232 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #219 Status: Released Compliance Date: SEP 15, 2006 ============================================================================= Associated patches: (v)PRCA*4.5*201<<= must be installed BEFORE `PRCA*4.5*232' (v)IB*2*233 <<= must be installed BEFORE `PRCA*4.5*232' (v)PRCA*4.5*228<<= must be installed BEFORE `PRCA*4.5*232' (v)IB*2*301 <<= must be installed BEFORE `PRCA*4.5*232' (v)IB*2*305 <<= must be installed BEFORE `PRCA*4.5*232' (v)PRCA*4.5*243<<= must be installed BEFORE `PRCA*4.5*232' Subject: VISTA IB/AR DATA EXTRACT PHASE II - PART 2 Category: - Routine - Data Dictionary - Enhancement (Mandatory) Description: ============ Interface Overview ------------------ In September 2004, patches, PRCA*4.5*201 and IB*2.0*233, implemented the design requirements for a software development project where the Veterans Health Administration (VHA) established a new set of revenue metrics for use in monitoring the performance of the VHA revenue cycle at all VHA facilities. The desired metrics are industry-standard measures that are commonly used in other public and private health care institutions. An existing VHA centralized data warehouse is used to calculate these metrics and provides results via a web-based performance metric site. This data warehouse is updated on a monthly basis. VHA's Chief Business Office (CBO) has identified the daily collection of this data as a high priority to support the metrics development process. CBO needs the daily collection of data to populate the centralized data warehouse with billing and collections transactions from each VHA facility. The calculated metrics would be viewable to field and headquarters staff through an existing website. An automated daily VistA extract would provide more timely and accurate data to this centralized data warehouse. A second series of patches (PRCA*4.5*228 & IB*2.0*301) expanding the data collected was released in August 2005. This patch, along with Integrated Billing (IB) patch, IB*2.0*305, is another expansion of the data collected and transmitted to the Allocation Resource Center (ARC). The IB patch should be installed immediately prior to installing this patch. This patch adds 3 new transmissions and additional fields to the existing transmission, and is referred to as Part 2 of Phase 2 of the implementation. This patch adds 3 new extracts to the transmission. These new extracts will be sent monthly on the 1st of the month for the preceding month. The new extracts added are: IB Patient CoPay Account (#354.7) New Extract #1 ------------------------------------------------ Fields being pulled: -------------------- SOCIAL SECURITY NUMBER (SSN) MONTH/YEAR TOTAL AMOUNT BILLED CAP REACHED TOTAL AMOUNT NON-BILLABLE Pre-Registration Information New Extract #2 ------------------------------------------- Consists of the following data elements pulled from the Percentage of Patients Pre-Registered Report: --------------------------------------------- NUMBER OF UNIQUE PATIENTS TREATED NUMBER OF UNIQUE PATIENTS PRE-REGISTERED WITHIN PRE-REGISTRATION TIME FRAME PERCENT PRE-REGISTERED NUMBER OF UNIQUE OUTPATIENTS PRE-REGISTERED PAST PRE-REGISTRATION TIME FRAME NUMBER OF UNIQUE OUTPATIENTS NEVER PRE-REGISTERED Buffer File Information New Extract #3 -------------------------------------- Consists of the following data element that appears on the IB Insurance Buffer Activity Report: --------------------------------- AVERAGE NUMBER OF DAYS IT TAKES TO PROCESS A POLICY IN THE BUFFER FILE This patch also makes the following changes to the existing extracts: e-MRA Reporting --------------- -Total Days Site Not Responsible Due to e-MRA Processing -This information will be included on the 399 line of the extract. Offset Amount ------------- -This data is pulled from the BILL/CLAIMS file (#399), OFFSET AMOUNT field (#202). -This field will be added to the 399 line of the transmission. New Bill Status Included ------------------------ -The current extracts transmit bills that are in Open, Active, or Suspended status. The post-init changes the NEW BILL entry in the Accounts Receivable Trans. Type file (#430.3), so that bills with a current status of NEW BILL will be transmitted. This patch also corrects a problem that was identified with the batch of transmissions that was causing currently active bills to be transmitted with the historical transmissions. The software has been revised to screen out these bills. Test Accounts ------------- As with the previous patch, PRCA*4.5*232, if this patch is installed in a test account, data will begin to be accumulated and the historical extracts will be setup to run in the test account's TaskMan and sent to the Allocation Resource Center (ARC). The ability to turn this functionality off ONLY in the test account has been provided. It can be turned off and on as needed for testing purposes. Turning this functionality off, turns off both the capture of data into the AR DATA QUEUE file (#348.4) and the transmission of batches. Batches created from a test account are ftp'd to a separate account at the ARC. Post-Installation Notes ----------------------- The current extracts transmit bills that are in Open, Active, or Suspended status. The post-init changes the NEW BILL entry in the Accounts Receivable Trans. Type file (#430.3), so that bills with a current status of NEW BILL will be transmitted. 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): ---------------------------------------------------------- Remedy ticket HD97759 Active Bills appearing in "C" historical files Overview of NOIS/Remedy Ticket(s): ---------------------------------- HD97759: Currently 'Active' and 'Suspended' bills are being included in the current FY transmissions to the Allocation Resorce Center (ARC) Note: Ticket was originally entered for "C" transmissions, but "E" transmissions replaced "C" transmissions in Phase II. Resolution: ----------- The Accounts Receivable software has been modified so that bills with a current status of "Active" or "Suspended" are not included in the "C" and "E" transmissions to the Allocation Resource Center (ARC). Components Sent With Patch -------------------------- The following is a list of the routines included in this patch. The second line of each of these routines now looks like: ;;4.5;Accounts Receivable;**[patch list]** ;Mar 20, 1995 CHECK^XTSUMBLD results Routine Before Patch After Patch Patch List ------- ------------ ----------- ---------- RCXVDC10 N/A 3159087 232 RCXVDC3 7660792 7882844 201,227,228,232 RCXVDEQ 3633116 3653384 201,228,240,232 RCXVP232 N/A 27328 232 RCXVTSK 7550359 8052028 201,227,228,232 Total number of routines: 5 Total number of routines modified: 3 Total number of new routines: 2 Total number of deleted routines: 0 CHECK1^XTSUMBLD results Routine Before Patch After Patch Patch List ------- ------------ ----------- ---------- RCXVDC10 N/A 8113955 232 RCXVDC3 25730617 26462535 201,227,228,232 RCXVDEQ 15138965 15467596 201,228,240,232 RCXVP232 N/A 46691 232 RCXVTSK 38032406 42720951 201,227,228,232 The following is a list of files included in this patch: UP SEND DATA DATE SEC. COMES SITE RSLV FILE # NAME DD CODE W/FILE DATA PTS -------------------------------------------------------------------- 348.4 AR DATA QUEUE YES NO NO NO The following is a list of fields included in this patch: Field Name (Number) File Name (Number) ------------------- ------------------ COPAY MONTH/YEAR (.1) AR DATA QUEUE (348.4) PRE-REGISTRATION MONTH/YEAR (4) AR DATA QUEUE (348.4) INSURANCE BUFFER MONTH/YEAR (5) AR DATA QUEUE (348.4) COPAY PATIENT (.01) COPAY PATIENT SUBFIELD (348.43) Test Sites: ----------- Bay Pines VAMC Boston HCS Heartland-West HCS Honolulu VAMC Documentation Retrieval: ======================== The VISTA IB/AR Data Extract Phase II project documentation is available on the ANONYMOUS.SOFTWARE directory at one of the following Office of Information (OI) Field Offices or via the VistA Document Library. Document = VISTA_IB_AR_DATA_EXTRACT_RELEASE_NOTES.PDF;1 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. Sites may also access VISTA IB/AR Data Extract Phase II Release Notes for both IB*2.0*305 and PRCA*4.5*232 from the VistA Document Library: http://www.va.gov/vdl/Financial_Admin.asp?appID=29 http://www.va.gov/vdl/Financial_Admin.asp?appID=45 Pre/Post Installation Overview ------------------------------ For the NEW BILL entry in the ACCOUNTS RECEIVABLE TRANS.TYPE file (#430.3), the post-init changes the flag on the CBO EXTRACT FLAG field (#5) from "Do Not Include" to "Include". ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following selection(s) in the OPTION (#19) file, and all of their descendants be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. PRCA*,RC*,IB* Install Time: 5 minutes ************** PRE-INSTALLATION INSTRUCTIONS ************** Patch IB*2.0*305 must be installed before this patch. *********************************************************** 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. 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: 3. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter PRCA*4.5*232): 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. 4. 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 LOGONs during the install? YES//r NO (unless otherwise indicated) c. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES (unless otherwise indicated) d. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: PRCA* RC* IB* e. When prompted 'Enter protocols you wish to mark as 'Out Of Order':press . ************** POST-INSTALLATION INSTRUCTIONS ************** For the NEW BILL entry in the ACCOUNTS RECEIVABLE TRANS.TYPE file (#430.3), the post-init changes the flag on the CBO EXTRACT FLAG field (#5) from "Do Not Include" to "Include". *********************************************************** Routine Information: ==================== The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: RCXVDC10 Before: n/a After: B8113955 **232** Routine Name: RCXVDC3 Before: B25730617 After: B26462535 **201,227,228,232** Routine Name: RCXVDEQ Before: B15138965 After: B15467596 **201,228,240,243,232** Routine Name: RCXVP232 Before: n/a After: B46691 **232** Routine Name: RCXVTSK Before: B38032406 After: B42720951 **201,227,228,232** ============================================================================= User Information: Entered By : KENNEY,JIM Date Entered : MAY 02, 2005 Completed By: KUREK,STANLEY M Date Completed: AUG 29, 2006 Released By : BATIE,NADINE Date Released : AUG 29, 2006 ============================================================================= Packman Mail Message: ===================== $END TXT