$TXT Created by WANG,CHI at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on Monday, 05/12/03 at 17:03 ============================================================================= Run Date: JUL 21, 2003 Designation: PRCA*4.5*193 Package : PRCA - ACCOUNTS RECEIVABLE Priority: Mandatory Version : 4.5 SEQ #170 Status: Released Compliance Date: AUG 21, 2003 ============================================================================= Associated patches: (v)PRCA*4.5*169<<= must be installed BEFORE `PRCA*4.5*193' (v)PRCA*4.5*170<<= must be installed BEFORE `PRCA*4.5*193' Subject: BAD DEBT REPORT AND STATEMENT DISCREPANCY LISTING INACCURATE Category: - Routine Description: ============ This patch addresses 2 issues. The first issue is regarding the "Bad Debt Write-Off (Plus)" line in the Bad Debt Report not updating correctly. The second issue concerns patient balance discrepancies that appear on the Statement Discrepancy Listing report even though the accounts are actually in balance. Associated E3R(s): ------------------ N/A Associated NOIS: ---------------- 1. POR-0501-50335 bad debt 2. CIN-0103-40788 STATEMENT DISCREPANCIES Duplicates: UNY-1202-10252 How to do statement balance discrepancy list NTH-1001-73318 PROBLEMS WITH BALANCING ACCTS SINCE PATCH PRCA*4.5*169 NOL-1102-71805 Requesting assistance with balance discrepancies AMA-0302-71899 DEBTOR ON DISCREPANCY LIST IN ERROR PRE-0302-60881 Patient Account Discrepancy MAR-0302-20877 Discepancies NHM-0302-10498 89 account patient discrepancies PUG-0102-51924 Account Balance Discrepancy List AMA-0302-73057 Assistance clearing Lockbox deposits PARTICIPATING TEST SITES: ------------------------- Portland, OR Cincinnati, OH Loma Linda, CA NOIS OVERVIEW ------------- 1. POR-0501-50335 bad debt Problem: -------- The issue reported in this NOIS is the result of the Bad Debt Report not reflecting the correct amounts at the "Bad Debt Write-Off (Plus)" line in the "Allowance for Bad Debt - Tort Feasors (SGL 1338):" section. The calculations for this amount were failing to take in to consideration the re-establishment of bills. Thus, if a bill was written off, re-established, and then written off again it would add the two write-offs together and report them in the Bad Debt Write-Off (Plus) amount even though the first write-off had been effectively canceled by re-establishing the bill. Resolution: ----------- The routine RCRJRBD was modified to subtract re-established transactions from the write-off amounts. This will correct the inaccurate write-off amounts reported in the BAD DEBT REPORT. It was also decided to add an automatically purged temporary storage global to aid in any future Bad Debt Report issues. Each time the Bad Debt Report runs, ^XTMP("PRCABDET" will be created with all the bill transaction data that went into the calculations of the Bad Debt Report. It is estimated that this data will add a maximum of 109 bytes per record. This data will be automatically purged 10 days after the Bad Debt Report is run. The following are the results from 2 of our test sites: Site # of Records Size (Bytes) ---- ------------ ------------ Loma Linda, CA 97,151 6,715,620 Portland, OR 163,228 12,361,728 2. CIN-0103-40788 STATEMENT DISCREPANCIES Problem: -------- Patient names are appearing on the Statement Discrepancy Listing report [PRCA DISC LIST] even though they are in balance. These names are from records which have been merged to other records. As such, they should no longer be assessed for discrepancies by this report because the data is now in the merged to record. Resolution: ----------- Routine PRCAMARK was modified to prevent 'merged from' patient records from being displayed on the Statement Discrepancy Listing [PRCA DISC LIST] report. These records have data stored on the (-9) node in the AR DEBTOR (#340) file which is created when two records are merged through the patient merge software. 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: ;;4.5;Accounts Receivable;**[patch list]**;Mar 20, 1995 CHECK^XTSUMBLD results Routine Before Patch After Patch Patch List --------- ------------ ----------- ---------- PRCAMARK 946690 1038797 169,193 RCRJRBD 12250589 13286570 101,139,170,193 Total number of routines = 2 INSTALLATION INSTRUCTIONS ========================= This patch can be loaded with users in the system. This patch should be installed at a time when the Accounts Receivable Nightly Process Background Job [PRCA NIGHTLY PROCESS] is not scheduled to run. Use Taskman to determine when it is scheduled. Installation time will be less than 5 minutes. 1. Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. (DSM for Open VMS sites only) Disable routine mapping on all systems for the routines listed in the Routine Summary. NOTE: If the routines included in this patch are not currently in your mapped routine set, please skip this step. 3. 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: 4. From this menu, you may elect to use the following options (When prompted for the INSTALL NAME, enter PRCA*4.5*193): 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. 5. Use the Install Package(s) option and select the package PRCA*4.5*193. a. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//', answer NO (unless otherwise indicated). b. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//', answer YES. c. When prompted 'Enter options you wish to mark as 'Out Of Order':', enter the following options: Statement Discrepancy Listing [PRCA DISC LIST] Monthly NDB, SV and WR Regenerate [PRCA FMS NDB,SV,WR REGEN] d. When prompted 'Enter protocols you wish to mark as 'Out Of Order':', press . 6. (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: - RCRJRBD Routine Checksum: Routine Name: - PRCAMARK Routine Checksum: ============================================================================= User Information: Entered By : WANG,CHI Date Entered : FEB 11, 2003 Completed By: PHELPS,TY Date Completed: JUL 18, 2003 Released By : MURRAY,JOHN J Date Released : JUL 21, 2003 ============================================================================= Packman Mail Message: ===================== $END TXT