﻿VistA Patch Display                                                   Page: 1
=============================================================================
Run Date: JUL 31, 2018                      Designation: IB*2*621  TEST v6
Package : INTEGRATED BILLING                Priority   : MANDATORY
Version : 2                                 Status     : UNDER DEVELOPMENT
=============================================================================

Associated patches: (v)IB*2*519    <<= must be installed BEFORE `IB*2*621'
                    (v)IB*2*595    <<= must be installed BEFORE `IB*2*621'
                    

Subject:  MCCF EDI TAS EINSURANCE BUILD 7 

Category:  ROUTINE
           ENHANCEMENT
           DATA DICTIONARY
           INPUT TEMPLATE
           OTHER

Description:
===========
 
The purpose of this patch is to meet the requirements of the Medical Care
Collection Fund (MCCF) Electronic Data Interchange (EDI) Transaction 
Application Suite (TAS) Phase 1 project.
 
 
Complete List of patch items:
 
 1. Adjusted the VistA software that purges electronic Insurance 
    Verification (eIV) related inquiries and responses, including records
    contained in the new EIV EICD TRACKING (#365.18) file (TRACKING), to
    correctly evaluate the "Do Not Purge" field (#365,.11) found on the
    IIV Response File (#365) (RESPONSE) record. When a candidate RESPONSE
    record contains a "Do Not Purge" field set to "1" (Yes), the RESPONSE
    record, the associated IIV TRANSMISSION QUEUE (#365.1) file (TQ)
    record and the associated EIV EICD TRACKING (#365.18) record will
    be retained. Only those RESPONSE records (plus the associated TQ and
    TRACKING records) that meet the criteria for purging and have a "Do
    Not Purge" field set to "0" (No) will be deleted.
 
    Note: A TRACKING record may point to 1 (one) or more sets of TQ and 
    RESPONSE records. If any RESPONSE record associated with a TRACKING 
    record contains a "Do Not Purge" field set to "1" (Yes) then all 
    associated TQ and RESPONSE records of that TRACKING record will be 
    retained. There is no limit to the number of sets of TQ and RESPONSE 
    records that can be associated with a TRACKING record.
 
 2. VistA has been enhanced to create Electronic Insurance Coverage
    Discovery (EICD) identification inquiries for scheduled patients that
    have no active insurance information. The "No Insurance" extract (#4)
    has been recommissioned as the "EICD" extract and rewritten to examine
    upcoming appointments for patients without active insurance. Those
    patients are then forwarded via Health Level Seven (HL7) transactions
    to the Financial Services Center (FSC) which in turn will forward
    them to our discovery service vendor. All identification results 
    (discovered insurance or not) are returned to VistA via FSC at which
    time normal insurance verification inquiries may be issued to the
    proper payers. When discovered insurances are for eIV payers that
    are both locally and nationally active, VistA will automatically
    generate and transmit a normal 270 message to the payer for
    verification. Any identification results returned to VistA where the
    discovered insurance are for a non-eIV payer or the eIV payer is not
    locally/nationally active, will be saved to the INSURANCE VERIFICATION
    PROCESSOR (#355.33) file (Buffer) for manual processing via VistA or
    the third party software ICB (Insurance Capture Buffer).
  
 
Patch Components
================
 
The following is a list of field modifications included in this patch:
 
Files & Fields Associated:
 
File Name (#)                                                New/Modified/
  Sub-file Name (#)           Field Name (#)                    Deleted
---------------------------   ------------------------------ -------------
PATIENT (#2)                  DATE LAST EICD RUN (#2001)        New
                              (INS node granted via ICR #2643)
 
IB SITE PARAMETERS (#350.9)   EICD PAYER (#51.31)               New
 
IB SITE PARAMETERS (#350.9)   
  BATCH EXTRACTS (#350.9002)  BATCH EXTRACTS (#.01)             Modified
  BATCH EXTRACTS (#350.9002)  MAXIMUM EXTRACT NUMBER (#.05)     Modified
  BATCH EXTRACTS (#350.9002)  START DAYS (#.07)                 New
  BATCH EXTRACTS (#350.9002)  DAYS AFTER START (#.08)           New 
  BATCH EXTRACTS (#350.9002)  FREQUENCY (#.09)                  New
 
 
  
IIV TRANSMISSION QUEUE 
(#365.1)                      WHICH EXTRACT (#.1)               Modified
                              EICD INS-FND IEN (#.21)           New
 
 
EIV EICD TRACKING (#365.18)                                     New
                 
                      
Forms Associated:
                                                          New/Modified/
Form Name                    File Name (#)                  Deleted    
---------                    ------------------           -------------
N/A
 
 
Mail Groups Associated:
                                                          New/Modified/
Mail Group Name                                             Deleted    
---------------                                           -------------
N/A
 
Options Associated:
                                                          New/Modified/
Option Name                  Type                           Deleted    
-----------                  ----                         -------------
N/A
 
  
Protocols Associated:
                                                          New/Modified/
Protocol Name                                               Deleted    
--------------------                                      -------------
IBCNE EIV ID REQUEST                                      New
IBCNE EIV ID RESPONSE                                     New
IBCNE EIV RPI IN                                          New
IBCNE EIV RQP OUT                                         New
 
 
Security Keys Associated:
                                                          New/Modified/
Security Key Name                                           Deleted    
-----------------                                         -------------
N/A
 
 
Templates Associated:
                                                          New/Modified/
Template Name      Type      File Name (#)                  Deleted    
--------------     -----     -----------------------      -------------
IBEDIT INS CO1     Input     INSURANCE COMPANY (#36)      Modified
 
 
Additional Information:
N/A
 
 
New Service Requests (NSRs)
----------------------------  
N/A
 
 
Patient Safety Issues (PSIs)
-----------------------------
N/A 
 
 
Defect Tracking System Ticket(s) & Overview:
--------------------------------------------
1. N/A
 
 
Problem:
-------
N/A
 
Resolution:
----------
N/A
 
 
Test Sites:
----------
TBD
 
 
Software and Documentation Retrieval Instructions:
---------------------------------------------------- 
Software being released as a host file and/or documentation describing 
the new functionality introduced by this patch are available.
 
The preferred method is to retrieve files from DNS      .va.gov.
This transmits the files from the first available server. Sites may 
also elect to retrieve files directly from a specific server. 
 
Sites may retrieve the software and/or documentation directly using 
Secure File Transfer Protocol (SFTP) from the ANONYMOUS.SOFTWARE 
directory at the following OI Field Offices:
 
Hines:          DNS     .URL         
Salt Lake City: DNS.URL       
 
Documentation can also be found on the VA Software Documentation Library
at:
http://URL            /
 
 
Title                         File Name                       SFTP Mode
-----------------------------------------------------------------------
Electronic Insurance          IB_2_0_P621_EIV_UM.pdf          Binary
Verification (eIV) User Guide
 
Electronic Insurance          IB_2_0_P621_EIV_TM.pdf          Binary
Verification (eIV)
Technical Manual/Security Guide
 
IB Technical Manual/Security  IB_2_0_P621_TM.pdf              Binary
Guide (IB*2.0*621)
 
Deployment, Installation,     IB_2_0_P621_IG.pdf              Binary
Back-out, and Rollback Guide 
(IB*2.0*621) 
 
 
 
Patch Installation:
 
 
Pre/Post Installation Overview
------------------------------
DO NOT QUEUE the installation of this patch.
  
To avoid disruptions, these patches should be installed during non-peak 
hours when there is minimal activity on the system and there are no 
Integrated Billing users on the system.
 
The post install routine IBY621PO can be deleted after installation.
Refer to the post-installation instructions for more details regarding
what this routine specifically does.
 
Pre-Installation Instructions:
------------------------------
*****************************************************************
* You should install this patch during non-peak hours, when no  *
* Integrated Billing users are on the system.                   *
*****************************************************************
  
This patch may be installed with users on the system although it is 
*strongly* recommended that it be installed during non-peak hours 
to minimize potential disruption to users. This patch should take
less than 5 minutes to install.
 
These options should be disabled during the install:
 
  PROCESS INSURANCE BUFFER          [IBCN INSURANCE BUFFER PROCESS]
  MCCR SITE PARAMETER DISPLAY/EDIT  [IBJ MCCR SITE PARAMETERS]  [TBD] 
  EIV STATISTICAL REPORT            [IBCNE IIV STATISTICAL REPORT]
  PURGE EIV TRANSACTIONS            [IBCNE PURGE IIV DATA]
 
**************************************************************************
*IMPORTANT: The IIV EC HL7 Logical Link will need to be shut down before *
*           installing IB*2.0*621 and restarted after the installation is*
*           complete.                                                    *
*                                                                        *
* CRITICAL: Manila OC, PI (Station #358) You do NOT have this logical    *
*           link running.  Skip this step. Go straight to step 1 of      *
*           installation, as you are only installing this patch.  You are*
*           not running or scheduling anything.                          *
**************************************************************************
                                                                       
           To shut down the IIV EC HL7 Logical Link perform the following
           steps.
 
           1.  At the option prompt, select the option: HL7 MAIN MENU
           2.  Then select the option: FILER and Link Management Options
           3.  Then select the option: START/Stop Links
           4.  When prompted for "HL LOGICAL LINK NODE", enter "IIV EC"
           5.  When prompted for "Okay to shut down this job?", enter 
               "YES"
 
**************************************************************************
*IMPORTANT:The VistA option eIV Nightly Process [IBCNE IIV BATCH PROCESS]*
*          should be unscheduled in TaskMan before installing IB*2.0*621.*
*                                                                        *
* CRITICAL: Manila OC, PI (Station #358) You do NOT have this option     *
*           scheduled. Skip this 'unschedule' step.  You will only be    *
*           installing this patch.  You will not be scheduling this      *
*           option after installation.                                   *
**************************************************************************
 
           It will be necessary to unschedule the eIV Nightly Process
           [IBCNE IIV BATCH PROCESS] option before installing the patch.
 
           An example of how to unscheduled this option in TaskMan is
           shown below:
 
 
           eIV Nightly Process [IBCNE IIV BATCH PROCESS] option
           ----------------------------------------------------      
 
           1. At the option prompt select the option: Taskman Management
           2. When prompted for "Select Taskman Management Option", enter 
              "Schedule/Unschedule Options"
           3. When prompted for "Select OPTION to schedule or reschedule",
              enter "IBCNE IIV BATCH PROCESS"
           4. When prompted for " ...OK? Yes//", enter "YES"
 
 
             Example below:
             ------------- 
 
                          Edit Option Schedule
    Option Name: IBCNE IIV BATCH PROCESS
    Menu Text: eIV NIGHTLY PROCESS                       TASK ID: 279418
  
__________________________________________________________________________
 
  QUEUED TO RUN AT WHAT TIME: JUN 4,2018@22:00 @ ?
 
                           >> Enter the '@' sign as shown above.
                           >> This will automatically delete the date/time
 
 
DEVICE FOR QUEUED JOB OUTPUT:
 
 QUEUED TO RUN ON VOLUME SET:
 
      RESCHEDULING FREQUENCY: 1D
 
             TASK PARAMETERS:
 
            SPECIAL QUEUEING:
 
_____________________________________________________________________   
Exit     Save     Next Page     Refresh
 
Enter a command or '^' followed by a caption to jump to a specific field.
 
 
 
 
    Edit Option Schedule
    Option Name: IBCNE IIV BATCH PROCESS
    Menu Text: eIV NIGHTLY PROCESS                       TASK ID:
  
__________________________________________________________________________
 
  QUEUED TO RUN AT WHAT TIME:
 
DEVICE FOR QUEUED JOB OUTPUT:
 
 QUEUED TO RUN ON VOLUME SET:
 
      RESCHEDULING FREQUENCY: 1D
 
             TASK PARAMETERS:
 
            SPECIAL QUEUEING:
 
__________________________________________________________________________
Exit     Save     Next Page     Refresh
 
Enter a command or '^' followed by a caption to jump to a specific field.
 
 
COMMAND: S ? Save the work               
 
 
                           >> Enter 'S' to Save, as shown above.
 
 
 
    Edit Option Schedule
    Option Name: IBCNE IIV BATCH PROCESS
    Menu Text: eIV NIGHTLY PROCESS                       TASK ID:
  
__________________________________________________________________________
 
  QUEUED TO RUN AT WHAT TIME:
 
DEVICE FOR QUEUED JOB OUTPUT:
 
 QUEUED TO RUN ON VOLUME SET:
 
      RESCHEDULING FREQUENCY: 1D
 
             TASK PARAMETERS:
 
            SPECIAL QUEUEING:
 
__________________________________________________________________________
Exit     Save     Next Page     Refresh
 
Enter a command or '^' followed by a caption to jump to a specific field.
 
 
COMMAND: E  ? Exit, You're done  
 
 
                           >> Enter 'E' to Exit, as shown above.
 
 
 
Installation Instructions
-------------------------
With the exception of Manila OC, PI (Station #358): 
  ** Do not install this patch without shutting down the IIV EC HL7 
     Logical link.  Please refer to the Pre-Installation instructions for
     directions on how to shut down the IIV EC HL7 Logical Link.
 
  ** Do not install this patch when the eIV NIGHTLY PROCESS [IBCNE IIV 
     BATCH PROCESS] background job is running or scheduled to run. Please
     refer to the Pre-installation instructions for the un-scheduling of
     this option.
 
 
Install Time: Less than 5 minutes.
 
1.  Choose the PackMan message containing this patch.
 
2.  Choose the INSTALL/CHECK MESSAGE PackMan option.
 
3.  From the Kernel Installation and Distribution System Menu, select
    the Installation Menu.  From this menu, you may elect to use the
    following option. When prompted for the INSTALL enter the patch #
    IB*2.0*621.
 
    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.  From the Installation Menu, select the Install Package(s) option and
    choose the patch to install.
 
5.  When prompted 'Want KIDS to INHIBIT LOGONs during the install?
    NO//'  Answer NO
 
6.  When prompted 'Want to DISABLE Scheduled Options, Menu Options, 
    and Protocols? YES//', enter YES. 
 
      When prompted 'Enter options you wish to mark as 'Out Of Order':
      Enter the following options one at a time:
 
         PROCESS INSURANCE BUFFER          [IBCN INSURANCE BUFFER PROCESS]
         MCCR SITE PARAMETER DISPLAY/EDIT  [IBJ MCCR SITE PARAMETERS]
         EIV STATISTICAL REPORT            [IBCNE IIV STATISTICAL REPORT]
         PURGE EIV TRANSACTIONS            [IBCNE PURGE IIV DATA]
 
     When prompted 'Enter protocols you wish to mark as 'Out Of Order':
     Press the Return or Enter key as there are no protocols that
     needs to be marked as 'Out of Order'.
 
7.  If prompted "Delay Install (Minutes):  (0 - 60): 0// respond 0.
 
8. When prompted "Device: HOME//", respond with the correct device
    but do * NOT * queue this install.
 
 
Post-Installation Instructions
------------------------------
The post install (IBY621PO) has three duties:
 
  a. Create or update the EICD (#4) entry in the BATCH EXTRACTS sub-file 
     (#350.9002) of the IB SITE PARAMETERS (#350.9) 
 
  b. Send a registration message to FSC to adjust the Health Level 7 
     (HL7) version and initiate and table updates for this patch.
 
  c. Check and remove any insurance links created by users linking to the
     National EICD payer.
 
In order to verify the patch post-installation routine was run 
successfully, please examine the Install File for this patch and 
report any error messages to Health Product Support.
 
*****************************************************************
* IMPORTANT                                                     *
* Once the patch has COMPLETED INSTALLATION, the IIV EC HL7     *
* Logical Link that was stopped during pre-installation must be *
* restarted. Please follow the steps in the pre-installation    *
* for stopping the IIV EC HL7 Logical Link to restart it. NOTE: *
* step 4 is not prompted when restarting an HL7 Logical Link.   *
*                                                               *
* CRITICAL: Manila OC, PI (Station #358) DO NOT start this HL7  *
*           Logical Link !!!                                    *
*****************************************************************
 
*****************************************************************
* IMPORTANT                                                     *
* Once the patch has COMPLETED INSTALLATION, reschedule the eIV *
* NIGHTLY PROCESS [IBCNE IIV BATCH PROCESS] option that was     *
* unscheduled during pre-installation.  Please schedule this    *
* option to run once a day (like you had before) for 22:00 local*
* time.                                                         * 
*                                                               *
* CRITICAL: Manila OC, PI (Station #358) DO NOT schedule this   *
*           option !!!                                          *
*****************************************************************


Routine Information:
====================


The second line of each of these routines now looks like:
 ;;2.0;INTEGRATED BILLING;**[Patch List]**;21-MAR-94;Build 8

The checksums below are new checksums, and
 can be checked with CHECK1^XTSUMBLD.

Routine Name: IBCNEBF
    Before: B46385823   After: B48497431  **184,271,361,371,416,438,497,621**
Routine Name: IBCNEDE
    Before: B48578031   After: B50050843  **184,271,300,416,438,497,549,
                                           593,595,621**
Routine Name: IBCNEDE4
    Before: B81971988   After: B60089694  **184,271,416,621**
Routine Name: IBCNEDE5
    Before: B29541392   After: B14392775  **184,271,416,497,549,621**
Routine Name: IBCNEDE6
    Before: B33816621   After:  B7201517  **184,271,345,416,497,506,621**
Routine Name: IBCNEDE7
    Before: B28965288   After: B32586873  **271,416,438,497,601,621**
Routine Name: IBCNEDEP
    Before: B94374860   After:B106470156  **184,271,300,416,438,506,533,
                                           549,601,621**
Routine Name: IBCNEHL1
    Before:B169495376   After:B191724717  **300,345,416,444,438,497,506,
                                           549,593,601,595,621**
Routine Name: IBCNEHL2
    Before: B70236887   After: B75613048  **300,345,416,438,497,621**
Routine Name: IBCNEHL3
    Before:B171754905   After:B172154152  **300,416,497,506,595,621**
Routine Name: IBCNEHL4
    Before:B176214857   After:B209669693  **300,416,438,497,506,519,621**
Routine Name: IBCNEHL6
    Before:  B6767366   After:  B7440508  **601,621**
Routine Name: IBCNEHL7
    Before:       n/a   After: B33947813  **621**
Routine Name: IBCNEHLI
    Before:  B8125280   After: B11183366  **184,252,251,271,300,416,550,
                                           601,621**
Routine Name: IBCNEHLM
    Before: B23949973   After: B24096430  **184,251,300,416,438,497,506,
                                           549,601,621**
Routine Name: IBCNEHLQ
    Before: B60954828   After:B100140677  **184,271,300,361,416,438,467,
                                           497,533,516,601,621**
Routine Name: IBCNEHLT
    Before: B94982650   After: B95865249  **184,251,271,300,416,438,506,
                                           549,582,601,621**
Routine Name: IBCNEKIT
    Before: B78057141   After:B147072833  **184,271,316,416,549,595,621**
Routine Name: IBCNEMS1
    Before:       n/a   After:  B7021261  **621**
Routine Name: IBCNEPM
    Before: B15040845   After: B15435667  **184,601,621**
Routine Name: IBCNERP0
    Before:  B5707694   After:  B5584263  **184,271,416,621**
Routine Name: IBCNERP7
    Before: B30436149   After: B35463903  **184,416,528,621**
Routine Name: IBCNERP8
    Before: B75472595   After:B110475563  **184,271,345,416,506,621**
Routine Name: IBCNERP9
    Before:B133982311   After:B183172218  **184,271,416,506,528,621**
Routine Name: IBCNEUT5
    Before: B57334702   After: B63252821  **184,284,271,416,621**
Routine Name: IBJPI
    Before: B43418759   After: B54110191  **184,271,316,416,438,479,506,
                                           528,549,601,621**
Routine Name: IBY621PO
    Before:       n/a   After: B16847703  **621**
 
Routine list of preceding patches: 519, 595


=============================================================================
User Information:  
  Entered By  :   MORAN,DANIEL O       Date Entered  :   APR  9,2018
  Completed By:                        Date Completed:   
  Released By :                        Date Released :   
=============================================================================
