$TXT Created by ENFINGER,MARK at MNTVBB.FO-ALBANY.MED.VA.GOV (KIDS) on THURSDAY, 08/08/02 at 16:22 ============================================================================= Run Date: AUG 20, 2002 Designation: PRPF*3*13 Package : PRPF - INTEGRATED PATIENT FUNDS Priority: Mandatory Version : 3 SEQ #13 Status: Released ============================================================================= Associated patches: (v)PRPF*3*6 <<= must be installed BEFORE `PRPF*3*13' (v)PRPF*3*7 <<= must be installed BEFORE `PRPF*3*13' (v)PRPF*3*8 <<= must be installed BEFORE `PRPF*3*13' (v)PRPF*3*9 <<= must be installed BEFORE `PRPF*3*13' (v)PRPF*3*10 <<= must be installed BEFORE `PRPF*3*13' (v)PRPF*3*12 <<= must be installed BEFORE `PRPF*3*13' Subject: PERSONAL FUNDS MULTIDIV Category: - Routine - Data Dictionary - Input Template - Print Template - Sort Template Description: ============ This patch implements a field request that was approved by the ITAC Screening Committee. The request was for the Integrated Patient Funds package to be modified to allow for the sorting of various reports by division. When facilities (divisions) are integrated into one multidivisional station, (sometimes called a VISN), all reports are combined into one large VISN-wide report. Divisions are unable to run a report for their facility without getting all of the other facilities in the VISN. Without a division sort, it is not possible to tell which division has which patient's funds. Reports are currently being run based on the name of the Patient Funds Clerk. To know where the patient is, one must first know which clerk works at which facility and then find that clerk in the entire VISN report. Reconciliations that had been verified on a daily basis before integration, are now done monthly. Some of the smaller facilities are doing daily manual reconciliations, but these are based on the individual clerk's daily record, and are vulnerable to human error. Errors may not be discovered until the End of Month Reconciliation Report, which is a VISN-wide report, is run. Monthly reconciliations are done because the required labor for sorting and reconciling accounts cannot be managed on a daily basis. When there is a problem, or a question regarding a specific account, the only recourse at this time is to do a manual search by patient name. Being able to sort reports by division will enable computerized reconciliation reports to be run on a daily basis, and will make problem-solving issues more easily managed. Additionally, current reports do not include a privacy statement that warns about the unauthorized use of the information on the report. Most of the reports contain private patient information, including the Social Security number and personal financial information. This modification allows the Patient Funds clerks to add the VISN, (or Primary Station), and division identifiers to a patient's account record in order to know where the patient is primarily located, and to be able to run reports by identifier. The VISN and division identifier will make it possible to locate patient funds at other VISNs, or stations, that integrate. ************************************************************************** * NOTE: This patch will not perform any conversions on existing * * Personal Funds data * ************************************************************************** ************************************************************************** * NOTE: If Kernel File Access Security is activated at a site where * * this patch is to be loaded, all users of the Personal Funds * * Package must be given READ access to the following files: * * * * File #4 (INSTITUTION) * * File #470 (PATIENT FUNDS) * * File #470.1 (PATIENT FUNDS MASTER TRANSACTION) * * File #470.2 (PATIENT FUNDS FORMS) * * File #470.3 (PATIENT FUNDS TRANSACTION COUNTER) * * File #470.5 (PATIENT FUNDS TEMPORARY TRANSACTION) * * File #470.6 (PATIENT FUNDS REMARKS CODE) * ************************************************************************** This patch addresses the following E3R(s): ------------------------------------------ There are no E3Rs associated with this patch. This patch addresses the following NOIS message(s): --------------------------------------------------- There are no NOIS messages associated with this patch. Overview of modifications: --------------------------- The following field has been added to the PATIENT FUNDS (#470) file: FIELD NAME: STATION NAME FIELD TYPE: POINTER TO FILE 4 (INSTITUTION) FLD NUMBER: 73 NODE;PIECE: 12;1 The following Personal Funds reports and user interface screens have been modified to accommodate the addition of the STATION NAME field: Dormant Account Listing [PRPF DORMANT] Patient Summary Report [PRPF PATIENT SUMMARY] Search for Min/Max Restrictions [PRPF SEARCH FOR MIN/MAX] Overdue Restriction Search [PRPF OVERDUE RESTRICTION] Out of Balance Report [PRPF OUT OF BALANCE REPORT] Listing of Patients [PRPF LIST OF PATIENTS] Balance in Accounts [PRPF BALANCE IN ACCOUNTS] Transaction Listing [PRPF TRANSACTION LIST] Negative Balance Report [PRPF NEGATIVE BALANCES] Activity (AUDIT) Listing [PRPF ACTIVITY LIST] Indigent Patient Listing [PRPF INDIGENT PATIENT LIST] Audit Report (Fiscal - By Transaction Date) [PRPF FISCAL ACTIVITY] Transaction Summary (Fiscal - By Transaction Date) [PRPF FISCAL TRANS SUMMARY] Change Account Status (ACTIVE/INACTIVE) [PRPF CHANGE ACCOUNT STATUS] Balance Check [PRPF BALANCE CHECK] Post Patient Funds Transaction [PRPF POST] Long Form Registration [PRPF LONG REGISTRATION] Short Form Registration [PRPF SHORT REGISTRATION] Negative Balance Report (TASKMAN) [PRPF TASKMAN NEGATIVE BAL] Out of Balance Report (TASKMAN) [PRPF TASKMAN OUT OF BALANCE] ***Note: Use the following Personal Funds data entry screens to access the new STATION NAME field: Long Form Registration [PRPF LONG REGISTRATION] Short Form Registration [PRPF SHORT REGISTRATION] ================INSTALLATION INSTRUCTIONS ================= If installed during the normal workday, it is recommended that the following menu options (File #19) and all of their descendants be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. Patient Funds (INTEGRATED) System [PRPF MASTER] Dormant Account Listing [PRPF DORMANT] Patient Summary Report [PRPF PATIENT SUMMARY] Search for Min/Max Restrictions [PRPF SEARCH FOR MIN/MAX] Overdue Restriction Search [PRPF OVERDUE RESTRICTION] Out of Balance Report [PRPF OUT OF BALANCE REPORT] Listing of Patients [PRPF LIST OF PATIENTS] Balance in Accounts [PRPF BALANCE IN ACCOUNTS] Transaction Listing [PRPF TRANSACTION LIST] Negative Balance Report [PRPF NEGATIVE BALANCES] Activity (AUDIT) Listing [PRPF ACTIVITY LIST] Indigent Patient Listing [PRPF INDIGENT PATIENT LIST] Audit Report (Fiscal - By Transaction Date) [PRPF FISCAL ACTIVITY] Transaction Summary (Fiscal - By Transaction Date) [PRPF FISCAL TRANS SUMMARY] Change Account Status (ACTIVE/INACTIVE) [PRPF CHANGE ACCOUNT STATUS] Balance Check [PRPF BALANCE CHECK] Post Patient Funds Transaction [PRPF POST] Long Form Registration [PRPF LONG REGISTRATION] Short Form Registration [PRPF SHORT REGISTRATION] Negative Balance Report (TASKMAN) [PRPF TASKMAN NEGATIVE BAL] Out of Balance Report (TASKMAN) [PRPF TASKMAN OUT OF BALANCE] Install Time - less than 5 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 in step 3 below. 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 -------------------------- The following is a list of the routines included in this patch. The second line of each of these routines now looks like: ;;3.0;PATIENT FUNDS;**[PATCH LIST]**;JUNE 1, 1989 CHECK^XTSUMBLD results Routine Before Patch After Patch Patch List ------- ------------ ----------- ---------- PRPFBAL 11681224 12309536 6,8,13 PRPFMIN 4567322 6277648 6,8,13 PRPFNQ 12557673 13652949 3,5,6,7,13 PRPFOBR 10991613 12055373 6,13 PRPFPNT 3529950 9245000 6,7,13 PRPFQ 8648586 10788447 6,10,13 PRPFRES 9522935 10461370 6,13 PRPFRPT 5087530 6021782 6,13 Total number of routines: 8 The following is a list of the Data Dictionary elements included in this patch. File Field ---- ----- PATIENT FUNDS (#470) STATION NAME (#73) The following is a list of the templates included in this patch. Template Type File -------- ---- ---- PRPF DORMANT ACCOUNT LIST PRINT PATIENT FUNDS (#470) PRPF MIN/MAX1 PRINT PATIENT FUNDS (#470) PRPF MIN/MAX2 PRINT PATIENT FUNDS (#470) PRPF OVERDUE PRINT PRINT PATIENT FUNDS (#470) PRPF OUT OF BALANCE PRINT PATIENT FUNDS (#470) PRPF NEGATIVE BALANCES PRINT PATIENT FUNDS (#470) PRPF BALANCE IN ACCOUNTS PRINT PATIENT FUNDS (#470) PRPF PATIENT LIST PRINT PATIENT FUNDS (#470) PRPF PATIENT SUMMARY PRINT PATIENT FUNDS (#470) PRPF INDIGENT LIST PRINT PATIENT FUNDS (#470) PRPF DAILY TRANSACTION SUMMARY PRINT PATIENT FUNDS (#470.1) PRPF DAILY ACTIVITY PRINT PATIENT FUNDS (#470.1) PRPF FISCAL ACTIVITY REPORT PRINT PATIENT FUNDS (#470.1) PRPF FISCAL TRANS SUMMARY PRINT PATIENT FUNDS (#470.1) PRPF UNASSIGNED STATION LIST PRINT PATIENT FUNDS (#470) PRPF UNASSIGNED STATION LIST SORT PATIENT FUNDS (#470) PRPF LONG REGISTRATION INPUT PATIENT FUNDS (#470) PRPF SHORT REGISTRATION INPUT PATIENT FUNDS (#470) PRPF INACTIVE/ACTIVE INPUT PATIENT FUNDS (#470) ****** SPECIAL NOTE *********************************************** In an effort to resolve inconsistencies in the way the Personal Funds package has been loaded nationally, an extensive required patch list has been included for this patch. The "Required patch list" for this enhancement patch will include the following previously released Personal Funds patches. PRPF*3.0*6 (3/6/16 CORRECTIONS) PRPF*3.0*7 (PROVIDER CONVERSION/RESTRICTION ERROR) PRPF*3.0*8 (FIX ENG. LEAK, Y2K, INACTIVES) PRPF*3.0*9 (PREVENT PURGING OF RECENT DATA) PRPF*3.0*10 (CORRECT ERRONEOUS DISPLAY OF YEAR 2100 DATE) PRPF*3.0*12 (REMOVE OBSOLETE OPTIONS AND INVALID FORM ENTRY) All sites that do not have these required Personal Funds packages registered in file #9.4 PACKAGE (package maintenance history file) will not be able to load this enhancement until all the required patches have been loaded and registered in file 9.4. When preparing to load this patch, if it is discovered that a site does not have all the required Personal Funds patches loaded correctly, then please contact the NVS help desk at 1-888-596-4357 to receive assistance resolving this issue. 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 PRPF*3.0*13) 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. Want KIDS to INHIBIT LOGONs during the install? YES// answer NO (unless otherwise indicated) 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: Patient Funds (INTEGRATED) System [PRPF MASTER] Dormant Account Listing [PRPF DORMANT] Patient Summary Report [PRPF PATIENT SUMMARY] Search for Min/Max Restrictions [PRPF SEARCH FOR MIN/MAX] Overdue Restriction Search [PRPF OVERDUE RESTRICTION] Out of Balance Report [PRPF OUT OF BALANCE REPORT] Listing of Patients [PRPF LIST OF PATIENTS] Balance in Accounts [PRPF BALANCE IN ACCOUNTS] Transaction Listing [PRPF TRANSACTION LIST] Negative Balance Report [PRPF NEGATIVE BALANCES] Activity (AUDIT) Listing [PRPF ACTIVITY LIST] Indigent Patient Listing [PRPF INDIGENT PATIENT LIST] Audit Report (Fiscal - By Transaction Date) [PRPF FISCAL ACTIVITY] Transaction Summary (Fiscal - By Transaction Date) [PRPF FISCAL TRANS SUMMARY] Change Account Status (ACTIVE/INACTIVE) [PRPF CHANGE ACCOUNT STATUS] Balance Check [PRPF BALANCE CHECK] Post Patient Funds Transaction [PRPF POST] Long Form Registration [PRPF LONG REGISTRATION] Short Form Registration [PRPF SHORT REGISTRATION] Negative Balance Report (TASKMAN) [PRPF TASKMAN NEGATIVE BAL] Out of Balance Report (TASKMAN) [PRPF TASKMAN OUT OF BALANCE] 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: ==================== ============================================================================= User Information: Entered By : ENFINGER,MARK Date Entered : DEC 19, 2001 Completed By: ROBBINS,BRADLEY Date Completed: AUG 19, 2002 Released By : COOPER,SAMANTHA Date Released : AUG 20, 2002 ============================================================================= Packman Mail Message: ===================== $END TXT