$TXT Created by PII at URL          (KIDS) on Thursda
y, 12/14/17 at 08:17
=============================================================================
Run Date: DEC 14, 2017                     Designation: PRCA*4.5*313
Package : PRCA - ACCOUNTS RECEIVABLE          Priority: Mandatory
Version : 4.5                                   Status: Under Development
=============================================================================

Associated patches: (v)PRCA*4.5*87 <<= must be installed BEFORE `PRCA*4.5*313'
                    (v)PRCA*4.5*260<<= must be installed BEFORE `PRCA*4.5*313'
                    (v)PRCA*4.5*276<<= must be installed BEFORE `PRCA*4.5*313'
                    (v)PRCA*4.5*301<<= must be installed BEFORE `PRCA*4.5*313'
                    (v)XMDB*1*0    <<= must be installed BEFORE `PRCA*4.5*313'

Subject: PATIENT STATEMENT ENHANCEMENT - Phase Two

Category: 
  - Other
  - Routine
  - Data Dictionary
  - Enhancement (Mandatory)

Description:
============

   
 *************************************************************************
  
      This patch supports changes to the Veterans Health Information
      System and Technology Architecture (VistA) for the Patient Statement
      Enhancements Project (PSE).
    
      It is imperative that this patch be installed no later than the
      compliance date. Your understanding and support is appreciated.
   
 *************************************************************************
    
  The Chief Business Office (CBO) requested modifications to the VistA
  Accounts Receivable (AR) package to remedy deficiencies identified with
  patient statements. The main goals of this project include the 
  remediation and enhancement of the AR application software to correct
  these discrepancies. Additionally this project will perform the initial
  development of the VistA AR enhancements to create a single, consolidated
  patient statement, self-service options for payment, and other 
  modifications.
   
  This patch modifies the Account Receivable (AR) v4.5 application as
  described below:
   
  1. Change the schedule of printing Patient Statements to send patients
  with the first letters of the last name on the same day every month. The
  day of the month for each letter combination is contained in the
  Post-Installation section.
   
  2. Update the Patient Statement Build and Transmit code to create and 
  send the appropriate statements with an updated format. The Build and
  Transmit will occur two days prior to the listed date to allow for
  processing by the Consolidated Co-payment Processing Center (CCPC) and
  the Consolidated Billing Statement System (CBSS) for printing on the
  assigned date.
   
  3. Receive and process the Print Acknowledgements from CCPC using current
  procedures.
   
  4. Create and transmit a Nightly Patient Update to provide CBSS with the
  oldest bill balance and amount for each Veteran on a nightly basis.
  
  5. Provide CBS Nightly Account Update Program [PRCA CBS NIGHTLY UPDATE]
  as a menu option to run the Nightly Patient Update from the [PRCA
  ACCOUNTS MANAGEMENT] Menu.
   
  6. Update the following menu options to work with the multiple statement
  date:
   
    a. CCPC Statement Errors              [RCCPC ERROR]
    b. CCPC Totals                        [RCCPC TOTALS REPORT]
    c. Reprint Patient Statements         [PRCAE PR STATEMENT]
    d. Build CCPC file for transmission   [RCCPC BUILD]
    e. Transmit CCPC messages             [RCCPC TRANSMIT]
   
  7. Patient Statement Auto-Correction Program
  The AR application executes an Auto-Correction program that detects
  and remediates the following 2 types of statement discrepancies:
  
   1. Duplicate transactions in the AR TRANSACTION file (#433).
   2. Incomplete status errors in the AR TRANSACTION file (#433).
   
   The Patient Statement Auto-Correction Program is scheduled as part of
   the AR nightly background job.
   
   The Patient Statement Auto-Correction Program can be run on demand
   and will be an option in the Account Management menu.
   
   The Patient Statement Auto-Correction Program runs as a
   post-initialization program at the time of installation.
   
   OI&T should also schedule the PRCA AUTOCRCT PGM QUEUED option to run
   every Wednesday at 1:00 AM local time, before the CCPC job.
    
  8. Auto-Correct Patient Discrepancy Report
  The Auto-Correct Patient Discrepancy Report lists the discrepancy
  details that were remediated by the Patient Statement Auto-Correction
  Program.
   
   The Auto-Correct Patient Discrepancy Report displays the bill number,
   the debtor, the last four digits of the SSN, the transaction number,
   the correction date, and the reason for the auto-correction.
   
   The Auto-Correct Patient Discrepancy Report provides five sort options.
  
   1 Auto-Correct Reason
   2 Debtor Name
   3 Bill Number
   4 Transaction Number
   5 Auto-Correct Date
   
  Each entry in the Auto-Correct Patient Discrepancy Report will have one
  of the three Auto-Correct Reasons.
  
   1 INCOMPLETE FLAG ERROR
   2 DUPLICATE TRANSACTION
   3 NOT FIXABLE
   
  Transactions listed as NOT FIXABLE will need to be manually reviewed 
  to determine the appropriate course of action and then they should be
  corrected manually.
  
  Additionally, the report sort description that appears on the page 
  headers has been updated to be more descriptive.
   
  9. Build and Transmit a yearly Annual Patient Payment Summary (APPS) 
  Statement file for every Patient payment made in the previous year. 
  Payment in Full (34) and Payment in Part (2) will be the only Accounts 
  Receivable Transaction Types sent in the file. The Build will begin 
  automatically on January 2nd of each year for the previous year.  
  Transmission will be based upon the VistA Site Code and will occur at 
  02:00 hours from January 3rd to January 12th. Transmission will be to a
  new queue at CCPC.
   
  10. Three new options have been added to the Follow-up Letter Menu 
  [PRCAE FOLLOW-UP].
   
   Build and Transmit Annual Payment File [RCCPC APPS BUILD AND TRANS] will
   allow manual creation and transmission of the APPS Statement file.
   
   Retransmit Current Annual Payment File [RCCPC APPS RETRANS] will allow
   manual re-transmission of the APPS Statement File.
   
   Annual Payment File Consistency Check (RCCPC APPS DATA CHECK) will 
   allow Validation of the APPS Statement File data for the current
   calendar year to the present date.
   
  Patch Components
  ================
   
  Files & Fields Associated:
  
  File Name (#)                     Field Name (#)             New/Mod/Del
  ------------------------------    ------------------         -----------
  AR TRANSACTION (#433)             DATE (#94)                         New
                                    AMOUNT (#95)                       New
                                    TYPE OF ERROR (#96)                New
                                    FLAG (#97)                         New
  
  AR DEBTOR (#340)                  DEBTOR (#.01)                      Mod
                                    STATEMENT DAY (#.03)               Mod
                                    CURRENT CBS DEBT AMOUNT (#7.06)    New
   
  AR EVENT (#341)                   CCPC STATEMENT DATE (#6.01)        Mod
   
  AR TRANSMISSION RECORDS (#349)    STATEMENT DATE (#.09)              Mod
   
  AR TRANSMISSION TYPE (#349.1)     LAST MESSAGE ACK (#41)             Del
                                    FINAL MESSAGE ACK (#42)            Del
                                    LAST MESSAGE NUMBER (#43)          Del
                                    MESSAGE ACKNOWLEDGEMENT (#40)      New
                                    LAST MESSAGE ACK (#349.141,.01)    New
                                    FINAL MESSAGE ACK (#349.141,.02)   New
                                    LAST MESSAGE NUMBER (#349.141,.03) New
                                    PATIENT STATEMENT DATE             New
                                    (#349.141,.04)
                                    ACK MESSAGES (#50)                 Mod
                                    PATIENT STATEMENT DATE             New
                                    (#349.151,.04)
   
  AR CBSS STATEMENTS (#349.2)       PATIENT (#.01)                     Mod
                                    SSN (#.02)                         Mod
                                    PATIENT NAME (#.03)                Mod
                                    INVALID STATEMENT ERROR (#.12)     Mod
                                    CBSS FILE BUILD (#.18)             Mod
                                    PATIENT STATEMENT DATE (#.19)      New
                                    ERROR CODE(S) (#51)                Mod
                                    CBSS PRINTED (#61)                 Mod
                                    INTEGRATION CONTROL NUMBER (#81)   New
                                    ICN CHECKSUM (#82)                 New
                                    AR FLAG (#83)                      New
                                    DATE OF LATEST BILL (#84)          New
   
  AR ANNUAL PAYMENT STATEMENT FILE  PS SEGMENT NUMBER (#.01)           New
  (#349.5)                          YEAR (#.02)                        New
                                    DATE/TIME BUILD STARTED (#.03)     New
                                    DATE/TIME BUILD ENDED (#.04)       New
                                    DATE/TIME TRANSMIT STARTED (#.05)  New
                                    DATE/TIME TRANSMIT ENDED (#.06)    New
                                    STATEMENT FILE LINES (#1)          New
                                    STATEMENT FILE LINES (#349.51,.01) New
   
  Forms Associated:
   
  Form Name       File #                     New/Mod/Del
  ---------       ------                     -----------
  N/A
   
  Mail Groups Associated:
   
  Mail Group Name                            New/Mod/Del
  ---------------                            -----------
  PRCACPS                                        New
   
  Options Associated:
   
  Option Name                    Type        New/Mod/Del
  -----------                 -----------    -----------
  PRCA CBS NIGHTLY UPDATE     Run Routine        New
  RCCPC APPS BUILD AND TRANS  Action             New
  RCCPC APPS RETRANS          Action             New                  
  RCCPC APPS DATA CHECK       Action             New
  PRCA ACCOUNT MANAGEMENT     Menu               Mod
  PRCA AUTOCRCT PGM           Run Routine        New
  PRCA AUTOCRCT RPT           Run Routine        New
  
   
  Protocols Associated:
   
  Protocol Name   New/Modified/Deleted
  -------------   -------------------- 
  N/A
   
  Security Keys Associated:
   
  Security Key Name                    New/Mod/Del
  -----------------                    -----------
  PRCA AUTOCRCT PGM                        New
  RCCPC APPS BUILD AND TRANS               New
  
  Templates Associated:
   
  Template Name   Type    File Name (Number)  New/Mod/Del 
  -------------   ----    ------------------  -----------
  N/A
   
  Additional Information:
  N/A
   
  New Service Requests (NSRs):
  ----------------------------  
  N/A
   
  Patient Safety Issues (PSIs):
  -----------------------------
  N/A
   
  Defect Tracking System Ticket(s) & Overview:
  --------------------------------------------
  N/A
   
  Problem:
  -------
  N/A
   
  Resolution:
  ----------
  N/A
   
  Test Sites:
  ----------
  - C.W. Bill Young VAMC, Bay Pines HCS, Bay Pines, FL (516)
  - James A. Haley VAMC (Tampa, FL) (673)
  - Connecticut HCS - West Haven, West Haven, CT (689)  
   
  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 URL.
  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 Office of Information 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
 --------------------------------------------------------------------------
  Patient Statement Enhancements User Manual  prca_4_5_p313_um.pdf (binary)
  Patient Statement Enhancements Release      prca_4_5_p313_rn.pdf (binary)
   Notes / Installation Guide                 
  Accounts Receivable Technical Manual /      prca_4_5_p313_tm.pdf (binary)
   Security Guide 
   
  Patch Installation:
   
  Pre/Post Installation Overview:
  -------------------------------
  The Pre-Installation removes elements from the AR Transaction and AR 
  Transaction Type files. The Post-Installation removes current monthly 
  Patient Statement Data, resets each Debtor's Patient Statement date to 
  the date matching the last name of the patient, and insures the Patient 
  Statement and Nightly Update queues are set to the proper domains.
  
  The post-install routine for patch PRCA*4.5*313 will queue the 
  Patient Statement Auto-Correction Program to remediate statement
  discrepancies.
   
  The post install routine PRCA313P may be deleted from the system if the
  post-install process has completed.
   
   
  Pre-Installation Instructions:
  ------------------------------
  The Pre-Installation removes elements from the AR Transmission Records 
  and AR Transmission Type files.
   
  The AR TRANSMISSION RECORDS file (#349) will have the STATEMENT DATE 
  field (#.09) removed prior to entering a New Style Cross-Reference.
   
  The AR TRANSMISSION TYPE file (#349.1) will have the LAST MESSAGE ACK 
  field (#41), FINAL MESSAGE ACK field (#42), and the LAST MESSAGE NUMBER 
  field (#43) removed. These elements will be replaced with a multiple
  record MESSAGE ACKNOWLEDGEMENT field (#349.141) during the data 
  dictionary load.
   
  This patch may be installed with users on the system although it is 
  recommended that it be installed during non-peak hours to minimize
  potential disruption to users. This patch should take less than 30 
  minutes to install.
    
  The following options may be marked as 'out of order':
    
   Statement Discrepancy Listing    [PRCA DISC LIST]
   Check Patient Account Balance    [PRCA ACCOUNT CHECK]
   
  Installation Instructions:
  --------------------------
  This patch modifies the Account Receivable (AR) v4.5 application for a 
  single, consolidated patient statement.
    
     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 options. When prompted for the INSTALL NAME enter the
        patch PRCA*4.5*313.
    
        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 DDs 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, DDs, 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 Rebuild Menu Trees Upon Completion
        of Install? YES//' reply 'YES' unless your system rebuilds menu 
        trees nightly using TaskMan. Answering Yes during normal business
        hours could affect users on the system and installation times will
        increase.
  
     6. When Prompted "Enter the Coordinator for Mail Group 'PRCACPS':",
         respond with the name: Kendrick, Tammy S.
    
     7. When Prompted "Want KIDS to INHIBIT LOGONs during the install? 
         NO//", respond NO.  
    
     8. When Prompted "Want to DISABLE Scheduled Options, Menu Options, 
         and Protocols? NO//", respond YES.
    
          a. When Prompted "Enter options you wish to mark as 'Out Of 
             Order':", enter the following options:
    
                Statement Discrepancy Listing    [PRCA DISC LIST]
                Check Patient Account Balance    [PRCA ACCOUNT CHECK]
    
          b. When Prompted "Enter protocols you wish to mark as 'Out 
             Of Order':", Press <ENTER>.
    
     9. When prompted "Delay Install (Minutes):  (0-60): 0//"  enter an
        appropriate number of minutes to delay the installation in order to
        give users enough time to exit the disabled options before the
        installation starts.
   
    10. When prompted "Device: Home//"  respond with the correct device.
   
   
  Post-Installation Instructions:
  -------------------------------
  The Auto-Correction program may take up to 20 minutes to run.
  
  The Post-Installation removes current monthly Patient Statement Data, 
  resets each Debtor's Patient Statement date to the date matching the 
  last name of the Patient, and insures the Patient Statement and Nightly
  Update transmission queues are set to the proper domains.
   
  The previous month's Patient Statement data is removed at each site 
  prior to the creation of the current month's data. To implement 16 days
  during the month for alphabetically based Patient Statements, all data
  must be removed. This is performed during the Post-Install. Should a site
  feel it requires these older Patient Statements, a Reprint Patient
  Statements [PRCAE PR STATEMENT] may be performed. It is STRONGLY
  RECOMMENDED, due to the size of this file, each site run a single reprint
  to a single MailMan account and share that data until the patient's new
  statement prints within the next 31 days.
   
  The Post-Installation will reset each AR Debtor's account that processes 
  Patient Statements with the Patient Statement Date corresponding to the 
  table provided. The letters use the Patient's Last Name. The SITE 
  STATEMENT DATE field (#.11) in the AR SITE PARAMENTER file (#342) is set
  to Null to prevent a possible transmission using the previous format.
   
  Day of the Month        Letters of last name
  ----------------        --------------------
   1                      A,BA,BU
   2                      B EXCLUDE (BA,BU)
   4                      CI,CR,CU,D
   6                      C EXCLUDE (CI,CR,CU)
   7                      E,F,I,Q
   8                      G,HE
  10                      H EXCLUDE HE
  12                      J,K
  14                      L,O
  15                      M EXCLUDE (MC,MI)
  17                      MC,MI,N,TI-TZ
  19                      R,TA-TE
  21                      S EXCLUDE (SC,SH,SI,SM)
  22                      SC,SH,SI,SM,TF-TH,V
  24                      P,U,X,Y,Z
  26                      W
   
  VistA MailMan is used to send the Patient Statement and Nightly Update
  files. The addresses for these transmissions are taken from the AR 
  TRANSMISSION TYPE file (#349.1). The Post-Installation validates and
  updates the CCPC Domain and Addressee for both transmission types. As the
  Nightly Update and Annual Patient Payment Summery transmissions are sent
  to a new Domain, Patch XMDB*1.0*0 a required Patch must have been
  previously loaded.
  
 During the post-install process you may see listed in the log one of the 
  following messages:
   
  >>> STATION ID XXX MATCH FOUND! 
  >>> THE PATIENT STATEMENT TRANSMISSION DATE WILL BE UPDATED
 *Note: XXX will equal your STATION NUMBER* 
   
  >>> WARNING! STATION ID NOT FOUND!
  >>> THE PATIENT STATEMENT TRANSMISSION DATE WILL NOT BE UPDATED
   
 The post-install routine for patch PRCA*4.5*313 will queue the
  Patient Statement Auto-Correction Program to remediate statement
  discrepancies.
   
  The installation log will display:
  >>>POST-INSTALL CONSOLIDATED PATIENT STATEMENT AUTO-CORRECTION
  >>>PROGRAM HAS BEEN QUEUED
   
  If there is an error, the installation log will display:
  >>>ERROR: POST-INSTALL CONSOLIDATED PATIENT STATEMENT AUTO-CORRECTION
  >>>PROGRAM COULD NOT BE QUEUED

Routine Information:
====================
The second line of each of these routines now looks like:
 ;;4.5;Accounts Receivable;**[Patch List]**;Mar 20, 1995;Build 130

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

Routine Name: PRCA313P
    Before:       n/a   After: B27681734  **313**
Routine Name: PRCAACR
    Before:       n/a   After:B127336081  **313**
Routine Name: PRCAACR1
    Before:       n/a   After:B151271441  **313**
Routine Name: PRCACPS
    Before:       n/a   After:B254066716  **313**
Routine Name: PRCACPS1
    Before:       n/a   After: B19128158  **313**
Routine Name: PRCACPSA
    Before:       n/a   After: B33270653  **313**
Routine Name: PRCAG
    Before: B22016512   After: B74256403  **149,165,198,313**
Routine Name: RCBEADJ
    Before: B77125147   After: B77106309  **169,172,204,173,208,233,298,
                                           301,313**
Routine Name: RCCPCAP
    Before:       n/a   After: B43506016  **313**
Routine Name: RCCPCAR
    Before:       n/a   After: B47894432  **313**
Routine Name: RCCPCAT
    Before:       n/a   After: B52270242  **313**
Routine Name: RCCPCBJ
    Before:  B6288491   After:  B9440906  **34,76,130,153,166,195,217,237,313**
Routine Name: RCCPCFN1
    Before:       n/a   After:  B7181774  **313**
Routine Name: RCCPCML
    Before: B47881024   After: B67061934  **34,80,93,118,133,140,160,165,
                                           187,195,206,223,260,313**
Routine Name: RCCPCML1
    Before:  B6682335   After:  B8980051  **160,313**
Routine Name: RCCPCPS
    Before: B80898915   After:B143208369  **34,70,80,48,104,116,149,170,
                                           181,190,223,237,219,265,301,
                                           313**
Routine Name: RCCPCPS1
    Before: B37370113   After: B65443378  **34,48,104,170,176,192,265,313**
Routine Name: RCCPCSE
    Before:  B5810439   After: B16507603  **34,313**
Routine Name: RCCPCSV
    Before:  B5199490   After: B11825361  **34,70,87,313**
Routine Name: RCCPCSV1
    Before: B32017096   After: B43313841  **34,70,76,130,153,313**
Routine Name: RCCPCT
    Before:  B2489697   After: B29330001  **34,313**
Routine Name: RCDPBTLM
    Before: B49476140   After: B55885939  **114,148,153,168,169,198,247,
                                           271,276,313**
 
Routine list of preceding patches: 87, 260, 276, 301

=============================================================================
User Information:
Entered By  : PII                 Date Entered  : MAY 04, 2016
Completed By:                               Date Completed: 
Released By :                               Date Released : 
=============================================================================


Packman Mail Message:
=====================

