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1 | MCCF_EDI_TAS_P2_PRCA_4_5_332.zip\MCCF_EDI_TAS_P2_PRCA_4_5_332\PRCA_4_5_332_IB_2_0_633.zip | TAS ePay US3859 SDD.docx | Fri Jan 25 13:48:46 2019 UTC |
2 | MCCF_EDI_TAS_P2_PRCA_4_5_332.zip\MCCF_EDI_TAS_P2_PRCA_4_5_332\PRCA_4_5_332_IB_2_0_633.zip | TAS ePay US3859 SDD.docx | Tue Feb 26 13:58:06 2019 UTC |
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1 | MCCF EDI T AS US3859 | |
2 | System Des ign Docume nt | |
3 | PRCA*4.5*x xx | |
4 | ||
5 | ||
6 | ||
7 | ||
8 | Department of Vetera ns Affairs | |
9 | June 2018 | |
10 | Version 1 | |
11 | User Story ID: US385 9 | |
12 | User Story Name: Mo dify ERA W orklist Ma nual Match Action | |
13 | Sizing: 13 | |
14 | ||
15 | Epic Taxon omy | |
16 | eBiz Comp liance | |
17 | Port | |
18 | Update | |
19 | Increa se No Touc h | |
20 | TAS Apps | |
21 | Story | |
22 | As a... | |
23 | I want to. .. | |
24 | So that... | |
25 | ePayments user | |
26 | To be able to select partially matched E FTs to man ually matc h to a sel ected ERA. Add a wor klist that shows ERA /EFTs that are parti ally match ed – match on at lea st one of the ‘match ing’ field s – Payer TIN, Trace number, T otal Amoun t | |
27 | I can quic kly identi fy the cor rect EFT t o manually match to the select ed ERA. | |
28 | ||
29 | Conversati on (if des ired by de velopers) | |
30 | Currently ERAs / EFT s match on 3 fields – Trace nu mber, doll ar amount and payer TIN. | |
31 | The name o f the Manu al Match a ction in t he ERA Wor klist will be change d from ‘Ma nual Match ’ to ‘Manu al Match’. | |
32 | The prompt in the he ader of th e ERA Work list that is used to display t he M/P/T f ilter sele ction will be change d from ‘PH ARM/TRIC/M EDICAL’ to ‘MEDICAL/ PHARM/TRIC ’ | |
33 | The name o f the Manu al Match m enu option [RCDPE M ANUAL MATC H EFT-ERA] will be c hanged fro m ‘Manual Match EFT- ERA’ to ‘E FT Manual Match’. T he mnemoni c will rem ain ‘MM’. | |
34 | Currently when using the manua l match op tion, the user can f ilter the EFTs by a selected d ate range and are th en prompte d to selec t an EFT i n a roll a nd scroll list. Thi s will be removed an d replaced with a li stman wher e the user can selec t a partia lly matche d EFT for a selected ERA. Bef ore displa ying the E FT listman , the user will be a ble to fil ter the EF Ts for a s elected da te range, M/P/T filt er and/or selected p ayers. | |
35 | The parti ally match ed EFTs in the body of the lis tman will be display ed in weig hted order as follow : | |
36 | Any EFTs t hat matche d on Trace # and Tot al Paid Am ount will be shown f irst | |
37 | Any EFTs t hat matche d on Trace # and TIN will be s hown next | |
38 | Any EFTs t hat matche d on Trace # only wi ll be show n next | |
39 | Any EFTs t hat matche d on TIN a nd Total P aid Amount wll be sh own next | |
40 | Any EFTs t hat matche d on Tota l Paid Amo unt only w ill be sho wn next | |
41 | Any EFTs t hat matche d on TIN o nly will N OT be show n | |
42 | ||
43 | Summary | |
44 | ||
45 | The ‘manua l action’ of the ERA Worklist will be mo dified to only show unmatched (not remov ed) EFTs t hat partia lly match the ERA o n Payer TI N, Trace N umber and Total Amou nt Paid. To do this a new lis tman templ ate [RCDPE EFT PARTI AL MATCH] was create d. The ne w template uses a ne w protocol menu [RCD PE EFT PAR TIAL MATCH MENU] whi ch include s one new protocol: RCDPE EFT PARTIAL MA TCH SELECT and one n ew routine RCDPEE. Finally on e existing routine w as modifie d (RCDPEM2 ). | |
46 | ||
47 | Routines t o Modify | |
48 | ||
49 | RCDPEM2 - Modified | |
50 | Modified M ATCHWL met hod to cal l new list man templa te to sele ct a parti ally match ed EFT. | |
51 | ||
52 | RCDPEWL7 - Modified | |
53 | Modified H DR method to change the label ‘PHARM/TRI C/MEDICAL: ’ to ‘MEDI CAL/PHARM/ TRIC’. | |
54 | ||
55 | RCDPEE - N ew | |
56 | New routin e show the listman s creen to s elect a pa rtially ma tched EFT. | |
57 | ||
58 | ||
59 | Options to Modify | |
60 | ||
61 | RCDPE MANU AL MATCH E FT-ERA - M odified | |
62 | Changed th e name fro m ‘Manual Match EFT- ERA’ to ‘E FT Manual Match’ | |
63 | ||
64 | Protocols to Modify | |
65 | ||
66 | RCDPE EFT ERA MANUAL MATCH - M odified | |
67 | Changed th e name fro m ‘Manual Match’ to ‘ERA Manua l Match’ | |
68 | ||
69 | ||
70 | Resolution – Added C hanged Obj ects | |
71 | ||
72 | ||
73 | Routines | |
74 | Activities | |
75 | Routine Na me | |
76 | RCDPEM2 | |
77 | Enhancemen t Category | |
78 | New | |
79 | Modify | |
80 | Delete | |
81 | No Change | |
82 | RTM | |
83 | ||
84 | Related Op tions | |
85 | Manual Mat ch EFT-ERA (MM) [R CDPE MANUA L MATCH EF T-ERA] | |
86 | Manual Mat ch action of the ERA Worklist (WL) [R CDPE EDI L OCKBOX WOR KLIST] | |
87 | ||
88 | ||
89 | Related Ro utines | |
90 | Routines “ Called By” | |
91 | Routines “ Called” | |
92 | ||
93 | RCDPEM21 | |
94 | RCDPEM2X | |
95 | AUDITLOG^R CDPEAP | |
96 | SETSTA^RCD PEAP | |
97 | $$AUTOCHK^ RCDPEAP1 | |
98 | $$OUT^RCDP EM3 | |
99 | NOCHNG^RCD PEMB | |
100 | INIT^RCDPE WL7 | |
101 | $$ML0^RCDP RU | |
102 | ||
103 | Current Lo gic – RCDP EM2 | |
104 | RCDPEM2 ;A LB/TMK/PJH - MANUAL ERA AND EF T MATCHING ;Jun 11, 2014@13:24 :36 ;;4.5; Accounts R eceivable; **173,208, 276,284,29 3,298,303, 304,321,32 6**;Mar 20 , 1995;Bui ld 104 ;;P er VA Dire ctive 6402 , this rou tine shoul d not be m odified. Q ; ; PRCA* 4.5*303 - Manually M atch EFT f rom Workli st screenM ATCHWL ; M anually 'm atch' ERA to an EFT that origi nates from [RCDPE WO RKLIST ERA LIST] N D A,DIC,DIE, DIR,DR,DTR NG,DTOUT,D UOUT,EFTTO T,END,ERAT OT,RCEFT,R CERA,RCMBG ,RCMATCH,R CNAME,RCQU IT,START,X ,Y D FULL^ VALM1 ; ; PRCA*4.5*3 03 moved c ode out be cause this routine g rew too la rge I $$ML 0^RCDPRU() G MWQ ; i f true the n quit, ot hewise con tinue ;ML1 ; Select EFT to Mat ch to this ERA ; BEG IN PRCA*4. 5*326 - re place ^DIR call with ^DIC S DI C("A")="SE LECT THE U NMATCHED E FT TO MATC H TO AN ER A: " S DIC ("W")="D D ICW^RCDPEM 3" S DIC(0 )="AEMQ" S DIC=344.3 1 S DIC("S ")="I ('$P (^(0),U,8) )&($P($G(^ (0)),U,7)) &('$P($G(^ (3)),U))" S:$G(DTRNG ) DIC("S") =DIC("S")_ "&'($P($G( ^(0)),U,13 )<START)&' ($P($G(^(0 )),U,13)>E ND)" ; end PRCA*4.5* 293 ; W ! D ^DIC K D IC I $D(DU OUT)!$D(DT OUT)!(Y<0) G MWQ S R CEFT=+Y,RC EFT(0)=$G( ^RCY(344.3 1,+Y,0)) ; END PRCA* 4.5*326 W ! S DIC="^ RCY(344.31 ,",DR="0", DA=RCEFT D EN^DIQ W ! S DIR("A ")="ARE YO U SURE THI S IS THE E FT YOU WAN T TO MATCH ?: ",DIR(0 )="YA",DIR ("B")="YES " D ^DIR K DIR I $D( DUOUT)!$D( DTOUT) G M WQ I Y'=1 G ML1 ; Go to the Ma nual match , we have the ERA an d EFT D M1 2A ; ; Qui t back to the workli st VALMBCK will be k illed by L ist Manage r. ; Rebui ld the scr een becaus e we may h ave change d it.MWQ D INIT^RCDP EWL7 S VAL MBCK="R",V ALMBG=RCMB G Q ;MATCH 1 ; Manual ly 'match' an ERA to an EFT N DA,DIC,DIE ,DIR,DIROU T,DR,DTRNG ,DTOUT,DUO UT,EFTTOT, END,ERATOT N RCEFT,R CERA,RCMAT CH,RCMTFLG ,RCNAME,RC QUIT,START ,X,XX,Y,YY W !,"THIS OPTION WI LL ALLOW Y OU TO MANU ALLY MATCH AN EFT DE TAIL RECOR D" W !,"WI TH AN ERA RECORD." ; PRCA*4.5* 298 - Add ability to specify a date rang e S DIR("A ")="Select by date R ange? (Y/N ) ",DIR(0) ="YA",DIR( "B")="NO" D ^DIR K D IR I $D(DU OUT)!$D(DT OUT) G M1Q I Y<1 G M 1 S DTRNG= Y ; flag indicating date rang e selected K DIR S D IR("?")="E nter the e arliest da te for the selection range." ; value in DIR(0) for %DT = APE : ask date , past ass umed, echo answer S DIR(0)="DA O^:"_DT_": APE",DIR(" A")="Start Date: " D ^DIR K DI R I $D(DTO UT)!$D(DUO UT)!(Y="") G M1Q S S TART=Y K D IR,X,Y S D IR("?")="E nter the l atest date for the s election r ange." S D IR(0)="DAO ^"_START_" :"_DT_":AP E",DIR("A" )="End Dat e: ",DIR(" B")=$$FMTE ^XLFDT(DT) D ^DIR K DIR I $D(D TOUT)!$D(D UOUT)!(Y=" ") G M1Q S END=Y ; ; Replace D IR with DI C call for EFT line identifier - PRCA*4. 5*326M1 S DIC("A")=" SELECT THE UNMATCHED EFT TO MA TCH TO AN ERA: " ; ; start PRC A*4.5*293 Add extra checks to filter out EFTs that have ; a payment a mount of z ero or EFT s that hav e been rem oved. ; On ly UNMATCH ED EFTs wi th payment amt >0 an d not remo ved should ; be sele ctable by the user. ; S DIC("W ")="D DICW ^RCDPEM3" S DIC(0)=" AEMQ" S DI C=344.31 S DIC("S")= "I ('$P(^( 0),U,8))&( $P($G(^(0) ),U,7))&(' $P($G(^(3) ),U))" S:$ G(DTRNG) D IC("S")=DI C("S")_"&' ($P($G(^(0 )),U,13)<S TART)&'($P ($G(^(0)), U,13)>END) " ; end PR CA*4.5*293 ; W ! D ^ DIC K DIC I $D(DUOUT )!$D(DTOUT )!(Y<0) G M1Q S RCEF T=+Y W ! S DIC="^RCY (344.31,", DR="0",DA= RCEFT D EN ^DIQ W ! S DIR("A")= "ARE YOU S URE THIS I S THE EFT YOU WANT T O MATCH?: " S DIR(0) ="YA",DIR( "B")="YES" D ^DIR K DIR I $D(D UOUT)!$D(D TOUT) G M1 Q I Y'=1 G M1 ; Add EFT line i dentifier - PRCA*4.5 *326M12 S DIR("A")=" SELECT THE UNMATCHED ERA TO MA TCH TO EFT #" ; PRCA *4.5*326 S DIR("A")= DIR("A")_$ $GET1^DIQ( 344.31,RCE FT,.01,"E" )_": " ; P RCA*4.5*32 6 S DIR(0) ="PAO^RCY( 344.4,:AEM Q",DIR("S" )="I '$P(^ (0),U,9),' $P(^(0),U, 8)" W ! D ^DIR K DIR I $D(DUOU T)!$D(DTOU T)!(Y<0) G M1Q S RCE RA=+Y W ! S DIC="^RC Y(344.4,", DR="0",DA= RCERA D EN ^DIQ W ! S DIR("A")= "ARE YOU S URE THIS I S THE CORR ECT ERA TO MATCH TO? : ",DIR(0) ="YA",DIR( "B")="YES" D ^DIR K DIR I $D(D UOUT)!$D(D TOUT) G M1 Q I Y'=1 G M12 ;M12A ; PRCA*4. 5*303 - MA TCH WL jum ps here to complete the manual match ; B EGIN PRCA* 4.5*326 S ERATOT=$$G ET1^DIQ(34 4.4,RCERA, .05,"I") ; ERA Paid Amount S E FTTOT=$$GE T1^DIQ(344 .31,RCEFT, .07,"I") ; EFT Amoun t of Payme nt S RCMAT CH=(+ERATO T=+EFTTOT) ; Do the Totals Mat ch ; ; If the totals don't mat ch, manual match is not allowe d ;I 'RCMA TCH D G M1 Q ;. W !,* 7,$J("",3) _"> The am ount of pa yment on t hese two r ecords do not agree. " ;. K DIR S DIR(0)= "EA",DIR(" A")="Press ENTER to continue: " ;. D ^DI R ;. S RCQ UIT=1 ; S XX=$$GET1^ DIQ(344.4, RCERA,.06, "I") ; ERA Payer Nam e S YY=$$G ET1^DIQ(34 4.31,RCEFT ,.02,"I") ; EFT Paye r Name S R CNAME=(XX= YY) ; Do t he Payer N ames Match I 'RCNAME D G:RCQU IT M1Q . N Z . S RCQ UIT=0,Z=1 . S DIR("A ",1)="***W ARNING***" . I 'RCNA ME S Z=Z+1 ,DIR("A",Z )=$J("",3) _"> The pa yer names on these t wo records do not ag ree" . S D IR(0)="YA" ,DIR("B")= "NO",DIR(" A")="ARE Y OU SURE YO U WANT TO MATCH THES E 2 RECORD S?: " . W ! D ^DIR K DIR . I $ S($D(DUOUT )!$D(DTOUT ):1,Y'=1:1 ,1:0) S RC QUIT=1 Q ; END PRCA* 4.5*326 S DIE="^RCY( 344.4,",DR =".09////1 ",DA=RCERA D ^DIE I '$D(Y) S D IE="^RCY(3 44.31,",DR =".08////1 ;.1////"_R CERA,DA=RC EFT D ^DIE S RCMTFLG =$S('$D(Y) :1,1:0) ; PRCA*4.5*3 26 - Add E FT suffix W !,"EFT # "_$$GET1^D IQ(344.31, RCEFT,.01, "E")_" WAS "_$S(RCMT FLG:"SUCCE SSFULLY",1 :"NOT")_" MATCHED TO ERA #"_RC ERA ; PRCA *4.5*326 I 'RCMTFLG S DIR(0)=" E" D ^DIR K DIR G M1 Q ;PRCA*4. 5*304 add ability to use auto- posting fo r a manual ly matched item ; On ly if the amount of payments m atch. I 'R CMATCH D G M1Q ; if payment amounts d on't match , don't al low for au to-posting . . W !,"E RA/EFT bal ances do n ot match - cannot Ma rk for Aut o-Post. Pr ess any ke y." S DIR( 0)="E" D ^ DIR K DIR W ! K DIR S DIR("A") ="Do you w ish to mar k this ent ry for Aut o Posting (Y/N)? " S DIR(0)="Y A" D ^DIR I 'Y K DIR S DIR(0)= "E" D ^DIR G M1Q N A UTOPOST S AUTOPOST=$ $AUTOCHK2^ RCDPEAP1(R CERA,1) ; Allow auto -post for CHK and AC H type ERA - PRCA*4. 5*321 I AU TOPOST D . D SETSTA^ RCDPEAP(RC ERA,0,"Man ual Match: Marked as Auto-Post Candidate ") . W !," ERA has be en success fully Mark ed as an A uto-Post C ANDIDATE" I 'AUTOPOS T D . D AU DITLOG^RCD PEAP(RCERA ,"","Manua l Match: N ot Marked as Auto-Po st Candida te-"_$P(AU TOPOST,U,2 )) . W !," ERA was NO T Marked a s an Auto- Post CANDI DATE - ",$ P(AUTOPOST ,U,2) K DI R S DIR(0) ="E" D ^DI RM1Q Q ; | |
105 | . | |
106 | . | |
107 | . | |
108 | ||
109 | Modified L ogic (Chan ges are in bold) – R CDPEM2 | |
110 | ||
111 | RCDPEM2 ;A LB/TMK/PJH - MANUAL ERA AND EF T MATCHING ;Jun 11, 2014@13:24 :36 ;;4.5; Accounts R eceivable; **173,208, 276,284,29 3,298,303, 304,321,32 6**;Mar 20 , 1995;Bui ld 104 ;;P er VA Dire ctive 6402 , this rou tine shoul d not be m odified. Q ; ; PRCA* 4.5*303 - Manually M atch EFT f rom Workli st screenM ATCHWL ; M anually 'm atch' ERA to an EFT that origi nates from [RCDPE WO RKLIST ERA LIST] N D A,DIC,DIE, DIR,DR,DTR NG,DTOUT,D UOUT,EFTTO T,END,ERAT OT,RCEFT,R CERA,RCMBG ,RCMATCH,R CNAME,RCQU IT,START,X ,Y D FULL^ VALM1 ; ; PRCA*4.5*3 03 moved c ode out be cause this routine g rew too la rge I $$ML 0^RCDPRU() G MWQ ; i f true the n quit, ot hewise con tinue S RC ERA=$$SEL^ RCDPEWL7() ; Select ERA to use from scre en Q:RCERA =0 ; ; Sav e the line , we need it when we go back t o the work list. S RC MBG=VALMBG S RCERA(0 )=^RCY(344 .4,RCERA,0 ) ; Get th e zero nod e for this ERA I (( +($P(RCERA (0),U,9))) >0)!($P(RC ERA(0),U,8 )'="") D Q 1 ; PRCA *4.5*326 . W !,"ERA is already matched p lease sele ct another ERA..." . D WAIT^VA LM1 S RCEF T=$$EN^RCD PEE(RCERA) ; Select EFT by par tial match es? I RCEF T<1 D MWQ Q ; N o EFT sele cted D SHO WM ; Show the s elected ER A/EFT Q ; ML1 ; Sele ct EFT to Match to t his ERA ; BEGIN PRCA *4.5*326 - replace ^ DIR call w ith ^DIC S DIC("A")= "SELECT TH E UNMATCHE D EFT TO M ATCH TO AN ERA: " S DIC("W")=" D DICW^RCD PEM3" S DI C(0)="AEMQ " S DIC=34 4.31 S DIC ("S")="I ( '$P(^(0),U ,8))&($P($ G(^(0)),U, 7))&('$P($ G(^(3)),U) )" S:$G(DT RNG) DIC(" S")=DIC("S ")_"&'($P( $G(^(0)),U ,13)<START )&'($P($G( ^(0)),U,13 )>END)" ; end PRCA*4 .5*293 ; W ! D ^DIC K DIC I $D (DUOUT)!$D (DTOUT)!(Y <0) G MWQ S RCEFT=+Y ,RCEFT(0)= $G(^RCY(34 4.31,+Y,0) ) ; END PR CA*4.5*326 SHOWM ; | |
112 | W ! S DIC ="^RCY(344 .31,",DR=" 0",DA=RCEF T D EN^DIQ W ! S DIR ("A")="ARE YOU SURE THIS IS TH E EFT YOU WANT TO MA TCH?: ",DI R(0)="YA", DIR("B")=" YES" D ^DI R K DIR I $D(DUOUT)! $D(DTOUT) G MWQ I Y' =1 G ML1 ; Go to the Manual ma tch, we ha ve the ERA and EFT D M12A ; ; Quit back to the wor klist VALM BCK will b e killed b y List Man ager. ; Re build the screen bec ause we ma y have cha nged it.MW Q D INIT^R CDPEWL7 S VALMBCK="R ",VALMBG=R CMBG Q ;MA TCH1 ; Man ually 'mat ch' an ERA to an EFT N DA,DIC, DIE,DIR,DI ROUT,DR,DT RNG,DTOUT, DUOUT,EFTT OT,END,ERA TOT N RCEF T,RCERA,RC MATCH,RCMT FLG,RCNAME ,RCQUIT,ST ART,X,XX,Y ,YY W !,"T HIS OPTION WILL ALLO W YOU TO M ANUALLY MA TCH AN EFT DETAIL RE CORD" W !, "WITH AN E RA RECORD. " ; PRCA*4 .5*298 - A dd ability to specif y a date r ange S DIR ("A")="Sel ect by dat e Range? ( Y/N) ",DIR (0)="YA",D IR("B")="N O" D ^DIR K DIR I $D (DUOUT)!$D (DTOUT) G M1Q I Y<1 G M1 S DTR NG=Y ; fl ag indicat ing date r ange selec ted K DIR S DIR("?") ="Enter th e earliest date for the select ion range. " ; value in DIR(0) for %DT = APE: ask d ate, past assumed, e cho answer S DIR(0)= "DAO^:"_DT _":APE",DI R("A")="St art Date: " D ^DIR K DIR I $D( DTOUT)!$D( DUOUT)!(Y= "") G M1Q S START=Y K DIR,X,Y S DIR("?") ="Enter th e latest d ate for th e selectio n range." S DIR(0)=" DAO^"_STAR T_":"_DT_" :APE",DIR( "A")="End Date: ",DI R("B")=$$F MTE^XLFDT( DT) D ^DIR K DIR I $ D(DTOUT)!$ D(DUOUT)!( Y="") G M1 Q S END=Y ; ; Replac e DIR with DIC call for EFT li ne identif ier - PRCA *4.5*326M1 S DIC("A" )="SELECT THE UNMATC HED EFT TO MATCH TO AN ERA: " ; ; start PRCA*4.5*2 93 Add ext ra checks to filter out EFTs t hat have ; a paymen t amount o f zero or EFTs that have been removed. ; Only UNMA TCHED EFTs with paym ent amt >0 and not r emoved sho uld ; be s electable by the use r. ; S DIC ("W")="D D ICW^RCDPEM 3" S DIC(0 )="AEMQ" S DIC=344.3 1 S DIC("S ")="I ('$P (^(0),U,8) )&($P($G(^ (0)),U,7)) &('$P($G(^ (3)),U))" S:$G(DTRNG ) DIC("S") =DIC("S")_ "&'($P($G( ^(0)),U,13 )<START)&' ($P($G(^(0 )),U,13)>E ND)" ; end PRCA*4.5* 293 ; W ! D ^DIC K D IC I $D(DU OUT)!$D(DT OUT)!(Y<0) G M1Q S R CEFT=+Y W ! S DIC="^ RCY(344.31 ,",DR="0", DA=RCEFT D EN^DIQ W ! S DIR("A ")="ARE YO U SURE THI S IS THE E FT YOU WAN T TO MATCH ?: " S DIR (0)="YA",D IR("B")="Y ES" D ^DIR K DIR I $ D(DUOUT)!$ D(DTOUT) G M1Q I Y'= 1 G M1 ; A dd EFT lin e identifi er - PRCA* 4.5*326M12 S DIR("A" )="SELECT THE UNMATC HED ERA TO MATCH TO EFT #" ; P RCA*4.5*32 6 S DIR("A ")=DIR("A" )_$$GET1^D IQ(344.31, RCEFT,.01, "E")_": " ; PRCA*4.5 *326 S DIR (0)="PAO^R CY(344.4,: AEMQ",DIR( "S")="I '$ P(^(0),U,9 ),'$P(^(0) ,U,8)" W ! D ^DIR K DIR I $D(D UOUT)!$D(D TOUT)!(Y<0 ) G M1Q S RCERA=+Y W ! S DIC=" ^RCY(344.4 ,",DR="0", DA=RCERA D EN^DIQ W ! S DIR("A ")="ARE YO U SURE THI S IS THE C ORRECT ERA TO MATCH TO?: ",DIR (0)="YA",D IR("B")="Y ES" D ^DIR K DIR I $ D(DUOUT)!$ D(DTOUT) G M1Q I Y'= 1 G M12 ;M 12A ; PRCA *4.5*303 - MATCH WL jumps here to comple te the man ual match ; BEGIN PR CA*4.5*326 S ERATOT= $$GET1^DIQ (344.4,RCE RA,.05,"I" ) ; ERA Pa id Amount S EFTTOT=$ $GET1^DIQ( 344.31,RCE FT,.07,"I" ) ; EFT Am ount of Pa yment S RC MATCH=(+ER ATOT=+EFTT OT) ; Do t he Totals Match ; ; If the tot als don't match, man ual match is not all owed ;I 'R CMATCH D G M1Q ;. W !,*7,$J("" ,3)_"> The amount of payment o n these tw o records do not agr ee." ;. K DIR S DIR( 0)="EA",DI R("A")="Pr ess ENTER to continu e: " ;. D ^DIR ;. S RCQUIT=1 ; S XX=$$GE T1^DIQ(344 .4,RCERA,. 06,"I") ; ERA Payer Name S YY= $$GET1^DIQ (344.31,RC EFT,.02,"I ") ; EFT P ayer Name S RCNAME=( XX=YY) ; D o the Paye r Names Ma tch I 'RCN AME D G:R CQUIT M1Q . N Z . S RCQUIT=0,Z =1 . S DIR ("A",1)="* **WARNING* **" . I 'R CNAME S Z= Z+1,DIR("A ",Z)=$J("" ,3)_"> The payer nam es on thes e two reco rds do not agree" . S DIR(0)=" YA",DIR("B ")="NO",DI R("A")="AR E YOU SURE YOU WANT TO MATCH T HESE 2 REC ORDS?: " . W ! D ^DI R K DIR . I $S($D(DU OUT)!$D(DT OUT):1,Y'= 1:1,1:0) S RCQUIT=1 Q ; END PR CA*4.5*326 S DIE="^R CY(344.4," ,DR=".09// //1",DA=RC ERA D ^DIE I '$D(Y) S DIE="^RC Y(344.31," ,DR=".08// //1;.1//// "_RCERA,DA =RCEFT D ^ DIE S RCMT FLG=$S('$D (Y):1,1:0) ; PRCA*4. 5*326 - Ad d EFT suff ix W !,"EF T #"_$$GET 1^DIQ(344. 31,RCEFT,. 01,"E")_" WAS "_$S(R CMTFLG:"SU CCESSFULLY ",1:"NOT") _" MATCHED TO ERA #" _RCERA ; P RCA*4.5*32 6 I 'RCMTF LG S DIR(0 )="E" D ^D IR K DIR G M1Q ;PRCA *4.5*304 a dd ability to use au to-posting for a man ually matc hed item ; Only if t he amount of payment s match. I 'RCMATCH D G M1Q ;if paym ent amount s don't ma tch, don't allow for auto-post ing. . W ! ,"ERA/EFT balances d o not matc h - cannot Mark for Auto-Post. Press any key." S D IR(0)="E" D ^DIR K D IR W ! K D IR S DIR(" A")="Do yo u wish to mark this entry for Auto Posti ng (Y/N)? " S DIR(0) ="YA" D ^D IR I 'Y K DIR S DIR( 0)="E" D ^ DIR G M1Q N AUTOPOST S AUTOPOS T=$$AUTOCH K2^RCDPEAP 1(RCERA,1) ; Allow a uto-post f or CHK and ACH type ERA - PRCA *4.5*321 I AUTOPOST D . D SETS TA^RCDPEAP (RCERA,0," Manual Mat ch: Marked as Auto-P ost Candid ate") . W !,"ERA has been succ essfully M arked as a n Auto-Pos t CANDIDAT E" I 'AUTO POST D . D AUDITLOG^ RCDPEAP(RC ERA,"","Ma nual Match : Not Mark ed as Auto -Post Cand idate-"_$P (AUTOPOST, U,2)) . W !,"ERA was NOT Marke d as an Au to-Post CA NDIDATE - ",$P(AUTOP OST,U,2) K DIR S DIR (0)="E" D ^DIRM1Q Q ; | |
113 | . | |
114 | . | |
115 | . | |
116 | ||
117 | Routines | |
118 | Activities | |
119 | Routine Na me | |
120 | RCDPEE | |
121 | Enhancemen t Category | |
122 | New | |
123 | Modify | |
124 | Delete | |
125 | No Change | |
126 | RTM | |
127 | ||
128 | Related Op tions | |
129 | Manual Mat ch action of the ERA Worklist (WL) [R CDPE EDI L OCKBOX WOR KLIST] | |
130 | ||
131 | Related Ro utines | |
132 | Routines “ Called By” | |
133 | Routines “ Called” | |
134 | ||
135 | RCDPEM21 | |
136 | ||
137 | $$ISSEL^RC DPEU1 | |
138 | $$USTYPE^R CDPEU1 | |
139 | $$PAYRNG^R CDPEU1 | |
140 | $$RTYPE^RC DPEU1 | |
141 | $$SELPAY^R CDPEU1 | |
142 | ||
143 | Current Lo gic – RCDP EE | |
144 | N/A | |
145 | ||
146 | Modified L ogic (Chan ges are in bold) – R CDPEE | |
147 | RCDPEE ;AI TC/FA -Sel ect Partia lly Matche d EFTs ; 2 9-MAY-2018 ;;4.5;Acc ounts Rece ivable;**x xx**;Mar 2 0, 1995;Bu ild 121 ;P er VA Dire ctive 6402 , this rou tine shoul d not be m odified.EN (ERAIEN) ; EP from Ma nual Match , MATCH1^R CDPEM2 ; I nput: ERAI EN - IEN o f the ERA to show pa rtial matc hes for ; Returns: I EN of the selected E FT or "" i f none sel ected N RC QUIT,XX S RCQUIT=0 K ^TMP("RCP M_PARAMS", $J),^TMP(" RCDPEU1",$ J),^TMP($J ,"SELEFT") S ^TMP("R CPM_PARAMS ",$J,"ERAI EN")=ERAIE N D FULL^V ALM1 S RCQ UIT=$$DTR( ) ; Set da te range f ilter Q:RC QUIT -1 S RCQUIT=$$C LAIMTYP() ; Ask Clai m Type Q:R CQUIT -1 S RCQUIT=$$ PAYR() ; A sk for sel ected paye rs Q:RCQUI T -1 D EN^ VALM("RCDP E EFT PART IAL MATCH" ) S XX=$G( ^TMP($J,"S ELEFT")) Q :XX="" -1 Q XX ;DTR( ) ;EP from RCDPEPMR ; Date Ran ge Selecti on ; Input : ^TMP("RC PM_PARAMS" ,$J,"RCDT" ) - Curren t selected Date Rang e (if any) ; Output: ^TMP("RCP M_PARAMS", $J,"RCDT") - Updated Selected Date Range ; Returns : 1 if use r quit or timed out, 0 otherwi se N DIR,D IRUT,DTOUT ,DTQUIT,DU OUT,FROM,R CDTRNG,TO, Y S ^TMP(" RCPM_PARAM S",$J,"RCD T")="0^"_D T S DTQUIT =0 S FROM= $P($G(^TMP ("RCPM_PAR AMS",$J,"R CDT")),"^" ,1) S TO=$ P($G(^TMP( "RCPM_PARA MS",$J,"RC DT")),"^", 2) S RCDTR NG=$$DTRAN GE(FROM,TO ) Q:RCDTRN G="^" 1 S ^TMP("RCPM _PARAMS",$ J,"RCDT")= RCDTRNG Q 0 ;DTRANGE (DEFFROM,D EFTO) ; As ks for and returns a Date Rang e ; Input: DEFFROM - Default F ROM date ; DEFTO - D efault TO date ; Out put: From_ Date^To_Da te (YYYMMD D^YYYDDMM) or "^" (t imeout or ^ entered) N DIR,Y,D TOUT,DUOUT ,RCDFR,STA RT S RCQUI T=0 S DIR( 0)="DAE^:" _DT_":E" S DIR("A")= "Earliest date: " S DIR("?")=" Enter the start of t he date ra nge." S:($ G(DEFFROM) ) DIR("B") =$$FMTE^XL FDT(DEFFRO M,2) D ^DI R I $D(DTO UT)!$D(DUO UT) Q "^" S RCDFR=Y, START=$$FM TE^XLFDT(R CDFR,"2DZ" ) K DIR S DIR(0)="DA E^"_RCDFR_ ":"_DT_":E " S DIR("A ")="Latest date: " S DIR("?",1 )="Enter t he end of the date r ange. The ending dat e must be greater th an " S DIR ("?")="or equal to " _START_"." S:($G(DEF TO)) DIR(" B")=$$FMTE ^XLFDT(DEF TO,2) D ^D IR I $D(DT OUT)!$D(DU OUT) Q "^" Q (RCDFR_ "^"_Y) ;CL AIMTYP() ; EP from RC DPEPMR ; C laim Type (Medical/P harmacy/Bo th) Select ion ; Inpu t: ^TMP("R CPM_PARAMS ") - Globa l array of preferred values (i f any) ; O utput: ^TM P("RCPM_PA RAMS",$J," RCTYPE") - EFT Claim Type filt er ; Retur ns: 1 if u ser quit o r timed ou t, 0 other wise N RCT YPE S RCTY PE=$$RTYPE ^RCDPEU1(" ALL") I RC TYPE<0 Q 1 S ^TMP("R CPM_PARAMS ",$J,"RCTY PE")=RCTYP E Q 0 ;PAY R() ;EP fr om RCDPEPM R ; Payer Selection ; Input: ^ TMP("RCPM_ PARAMS",$J ,"RCTYPE") - M/P/T f ilter sele ction ; Ou tput: ^TMP ("RCPM_PAR AMS",$J,"R CPAYR") - Payer filt er selecti on ; ^TMP( "RCDPEU1", $J) - If s pecific pa yers were selected ; Returns: 1 if user quit or ti med out, 0 otherwise N RCPAR,R CPAY,RCTYP E,XX K ^TM P("RCPDEU1 ",$J) S RC TYPE=$G(^T MP("RCPM_P ARAMS",$J, "RCTYPE")) S RCPAY=$ $PAYRNG^RC DPEU1(1,0, 0) ; Selec ted or Ran ge of Paye rs Q:RCPAY =-1 1 ; I RCPAY'="A" D Q:XX=- 1 1 ; Sinc e we don't want all payers . S RCPAR("S ELC")=RCPA Y ; p rompt for payers we do want . S RCPAR("T YPE")=RCTY PE . S RCP AR("FILE") =344.31 . S RCPAR("D ICA")="Sel ect Insura nce Compan y NAME: " . S XX=$$S ELPAY^RCDP EU1(.RCPAR ) S ^TMP(" RCPM_PARAM S",$J,"RCP AYR")=RCPA Y Q 0 ;HDR ;EP from listman te mplate RCD PE EFT PAR TIAL MATCH ; Display listman h eader ; In put: ^TMP( "RCPM_PARA MS",$J) ; Output: VA LMHDR N ER AIEN,X,XX, XX2,YY S X =$G(^TMP(" RCPM_PARAM S",$J,"RCD T")) S XX= "DATE RANG E: " S XX= XX_$$FMTE^ XLFDT($P(X ,"^",1),"2 ZD") I $P( X,"^",2) S XX=XX_"-" _$$FMTE^XL FDT($P(X," ^",2),"2ZD ") S X=$G( ^TMP("RCPM _PARAMS",$ J,"RCTYPE" )) S XX2=" M/P/T: " S XX2=XX2_$ S(X="M":"M EDICAL ONL Y",X="P":" PHARMACY O NLY",X="T" :"TRICARE ONLY",1:"A LL") S XX= $$SETSTR^V ALM1(XX2,X X,35,21) ; S X=$G(^T MP("RCPM_P ARAMS",$J, "RCPAYR")) I $P(X,"^ ",1)="A"!( X="") D . S XX2="ALL PAYERS" E S XX2="S ELECTED" S XX2="PAYE RS: "_XX2 S XX=$$SET STR^VALM1( XX2,XX,62, 18) S VALM HDR(1)=XX ; ; Build 2nd Header Line S ER AIEN=$G(^T MP("RCPM_P ARAMS",$J, "ERAIEN")) S XX="ERA #: "_ERAI EN S XX2=$ $GET1^DIQ( 344.4,ERAI EN_",",.02 ,"I") ; ER A Trace # S XX2="Tra ce #: "_XX 2 S XX=$$S ETSTR^VALM 1(XX2,XX,2 0,60) S VA LMHDR(2)=X X ; ; Buil d 3rd Head er Line S YY=$$GET1^ DIQ(344.4, ERAIEN_"," ,.03,"I") ; ERA Paye r TIN S XX =$$GET1^DI Q(344.4,ER AIEN_",",. 06,"I") ; ERA Payer Name S XX2 =XX_"/"_YY S:$L(XX2) >63 XX2=$E (XX,1,79-$ L(YY))_"/" _YY S VALM HDR(3)="Pa yer Name/T IN: "_XX2 ; ; Build 4TH Header Line S YY =$$GET1^DI Q(344.4,ER AIEN_",",. 05,"I") ; ERA Total Amount Pai d S XX=" T otal Amt P d: "_$J(YY ,12,2) S V ALMHDR(4)= XX ; S VAL MHDR(5)="" S VALMHDR (6)=" # EF T # Trace Number Tot al Amt Pd" Q ;INIT ; EP from li stman temp late RCDPE EFT PARTI AL MATCH ; Display l istman bod y ; Build the displa y of EFTs that are p artially m atched ; I nput: ^TMP ("RCPM_PAR AMS",#J) - Selected Parameters N EFTAMT, EFTDR,EFTR EM,EFTTIN, EFTTR,ERAI EN,ERATIN, ERATOT,ERA TR,RCDTFR, RCDTTO,XX D CLEAN^VA LM10 K ^TM P("RCPM-WL ",$J),^TMP ("RCPM-WL_ WLDX",$J), ^TMP($J,"R CPM_LIST") S ERAIEN= $G(^TMP("R CPM_PARAMS ",$J,"ERAI EN")) S XX =$G(^TMP(" RCPM_PARAM S",$J,"RCD T")) S RCD TFR=+$P(XX ,"^",1) S RCDTTO=$S( $P(XX,"^", 2):$P(XX," ^",2),1:DT ) S ERATIN =$$GET1^DI Q(344.4,ER AIEN_",",. 03,"I") ; ERA Payer TIN S ERAT IN=$$UP^XL FSTR(ERATI N) S ERATR =$$GET1^DI Q(344.4,ER AIEN_",",. 02,"I") ; ERA Trace # S ERATR= $$UP^XLFST R(ERATR) S ERATOT=$$ GET1^DIQ(3 44.4,ERAIE N_",",.05, "I") ; ERA Total Amo unt Paid S EFTIEN=0 ; ; Search for all u nmatched, not remove d EFTs tha t are part ially matc hed for ; the speci fied date range F D Q:'EFTIE N . S EFTI EN=$O(^RCY (344.31,"A MATCH",0,E FTIEN)) . Q:'EFTIEN . S EFTREM =$$GET1^DI Q(344.31,E FTIEN_",", .17,"I") ; User who removed EF T . Q:EFTR EM'="" ; Skip removed EF Ts . S EFT AMT=$$GET1 ^DIQ(344.3 1,EFTIEN_" ,",.07,"I" ) ; Amount of Paymen t . Q:'EFT AMT ; Skip EFTs with no Payment Amount . S EFTDR=$$ GET1^DIQ(3 44.31,EFTI EN_",",.13 ,"I") ; Da te Receive d . Q:$$FM DIFF^XLFDT (RCDTFR,EF TDR,1)>0 ; Date Rece ived befor e start of range . Q :$$FMDIFF^ XLFDT(EFTD R,RCDTTO,1 )>0 ; Date Received after end of range . Q:'$$FILT EFT(EFTIEN ) ; Didn't pass sele cted filte rs . D EFT CHK(EFTIEN ,ERATIN,ER ATOT,ERATR ) ; Check for partia l matched EFTs ; I $ D(^TMP($J, "RCPM_LIST ")) D BLD Q ; Build the list main display ; ; No EFTs found, dis play the m essage bel ow in the list area S ^TMP("RC PM-WL",$J, 1,0)="THER E ARE NO E FTs MATCHI NG YOUR SE LECTION CR ITERIA" S VALMCNT=2 Q ;EFTCHK( EFTIEN,ERA TIN,ERATOT ,ERATR) ; Check for partially matched EF Ts ; Input : EFTIEN - IEN of th e EFT bein g checked (#344.31) ; ERATIN - Payer TIN on the ER A record ; ERATOT - ERA Total Amount Pai d ; ERATR - ERA Trac e # ; Outp ut: ^TMP($ J,"RCPM_LI ST,MATCHW, EFTSEQ)=A1 ^...^A11 W here ; MAT CHW - Weig hted numbe r derived from parti al matches ; EFTSEQ - Unique E FT Sequenc e # ; A1 - Number of matches b etween the ERA and t he EFT ; A 2 - Payer TIN # if m atched, el se "" ; A3 - Payer T race # if matched, e lse "" ; A 4 - Total Amount pai d if match ed else "" ; A5 - Ma tched weig hted value ; 10 poin ts for a m atch on Tr ace Number ; 5 point s for a ma tch on Tot al Amount ; 1 point for a matc h on TIN ; Only matc hes with a weigted v alue of 5 or more ar e displaye d ; A6 - E FT IEN ; A 7 - Deposi t # ; A8 - Internal Deposit Da te ; A9 - Payer Name /TIN (max 58 charact ers) ; A10 - EFT Trac e # ; A11- EFT Total Amount Pa id N DEPDT ,DEPNUM,EF TSEQ,EFTTO T,EFTTIN,E FTTR,MATCH ,MATCHW,PA YNM,XX,YY ; S (EFTSE Q,XX)=$$GE T1^DIQ(344 .31,EFTIEN _",",.01," I") ; IEN for 344.3 S DEPNUM=$ $GET1^DIQ( 344.3,XX_" ,",.06,"I" ) ; Deposi t # S DEPD T=$$GET1^D IQ(344.3,X X_",",.07, "I") ; Dep osit Date Q:$E(DEPNU M,1,3)="HA C" S MATCH W=0,MATCH= "" S XX=$$ GET1^DIQ(3 44.31,EFTI EN_",",.14 ,"I") ; EF T Transact ion # S:XX '="" EFTSE Q=EFTSEQ_" ."_XX ; E FT Sequenc e number S EFTTOT=$$ GET1^DIQ(3 44.31,EFTI EN_",",.07 ,"I") ; EF T Total Am ount Paid S EFTTIN=$ $GET1^DIQ( 344.31,EFT IEN_",",.0 3,"I") ; E FT TIN S E FTTIN=$$UP ^XLFSTR(EF TTIN) S EF TTR=$$GET1 ^DIQ(344.3 1,EFTIEN_" ,",.04,"I" ) ; EFT Tr ace # S EF TTR=$$UP^X LFSTR(EFTT R) I EFTTI N=ERATIN D ; Paye r TIN matc h . S MATC H=1,MATCHW =MATCHW+1 . S $P(MAT CH,"^",2)= EFTTIN I E FTTR=ERATR D ; Trace # nu mber match . S XX=$P (MATCH,"^" ,1),MATCHW =MATCHW+10 . S $P(MA TCH,"^",1) =XX+1 . S $P(MATCH," ^",3)=EFTT R I EFTTOT =ERATOT D ; Total Amount Pa id match . S XX=$P(M ATCH,"^",1 ),MATCHW=M ATCHW+5 . S $P(MATCH ,"^",1)=XX +1 . S $P( MATCH,"^", 4)=EFTTOT Q:MATCHW<5 ; Only TI N match, s kip S $P(M ATCH,"^",6 )=EFTIEN ; EFT IEN S $P( MATCH,"^", 7)=DEPNUM ; De posit # S $P(MATCH," ^",8)=DEPD T ; Deposit D ate (inter nal) S PAY NM=$$GET1^ DIQ(344.31 ,EFTIEN_", ",.02,"I") ; EFT Pay er Name S XX=PAYNM_" /"_EFTTIN S:$L(XX)>7 3 XX=$E(PA YNM,1,79-$ L(EFTTIN)) _"/"_EFTTI N S $P(MAT CH,"^",9)= XX S $P(MA TCH,"^",10 )=EFTTR S $P(MATCH," ^",11)=EFT TOT S ^TMP ($J,"RCPM_ LIST",MATC HW,EFTSEQ) =MATCH Q ; FILTEFT(EF TIEN) ; Ch eck to see if the EF T passes f ilter chec ks ; Input : EFTIEN - IEN for t he EFT (#3 44.31) ; ^ TMP("RCPM_ PARAMS",$J ,"RCPAYR") - Payer S election - 'A','S' o r 'R' ; ^T MP("RCPM_P ARAMS",$J, "RCTYPE") - M/P/T Se lection - 'A','M', ' P' or 'T' ; ^TMP("RC DPEU1",$J) - Selecte d payers i f ALL not selected ; Returns: 1 if EFT p asses filt er checks, 0 otherwi se N RCFLA G,RCPAY,RC TYPE,XX S XX=$G(^TMP ("RCPM_PAR AMS",$J,"R CPAYR")) S RCPAY=$P( XX,"^",1) S RCTYPE=$ G(^TMP("RC PM_PARAMS" ,$J,"RCTYP E")) ; ; P ayer filte r check I RCPAY'="A" D Q:'XX 0 . S XX=$ $ISSEL^RCD PEU1(344.3 1,EFTIEN) ; ; M/P/T filter che ck I RCTYP E'="A" D Q:'XX 0 . S XX=$$IST YPE^RCDPEU 1(344.31,E FTIEN,RCTY PE) Q 1 ;B LD ; Build listman d islay ; In put: ^TMP( $J,"RCPM_L IST,MATCHW ,EFTSEQ)=A 1^...^A11 Where: ; M ATCHW - We ighted num ber derive d from par tial match es ; EFTSE Q - Unique EFT Seque nce # ; A1 - Number of matches between t he ERA and the EFT ; A2 - Paye r TIN # if matched, else "" ; A3 - Payer Trace # i f matched, else "" ; A4 - Tota l Amount p aid if mat ched else "" ; A5 - Matched we ighted val ue ; 10 po ints for a match on Trace Numb er ; 5 poi nts for a match on T otal Amoun t ; 1 poin t for a ma tch on TIN ; Only ma tches with a weigted value of 5 or more are displa yed ; A6 - EFT IEN ; A7 - Depo sit # ; A8 - Interna l Deposit Date ; A9 - Payer Na me/TIN (ma x 58 chara cters) ; A 10- EFT Tr ace # ; A1 1- EFT Tot al Amount Paid N CTR ,EFTSEQ,MA TCH,MATCHW ,VALMCNT S CTR=1 S V ALMCNT=0 S MATCHW="" F D Q:M ATCHW="" . S MATCHW= $O(^TMP($J ,"RCPM_LIS T",MATCHW) ,-1) . Q:M ATCHW="" . S EFTSEQ= "" . F D Q:EFTSEQ= "" . . S E FTSEQ=$O(^ TMP($J,"RC PM_LIST",M ATCHW,EFTS EQ)) . . Q :EFTSEQ="" . . S MAT CH=^TMP($J ,"RCPM_LIS T",MATCHW, EFTSEQ) . . D DISPEF T(MATCH,EF TSEQ,.CTR, .VALMCNT) ; K ^TMP($ J,"RCPM_LI ST") Q ;DI SPEFT(MATC H,EFTSEQ,C TR,VALMCNT ) ; Build the displa y for one EFT ; Inpu t: MATCH - A1^...^A1 1 Where: ; A1 - Numb er of matc hes betwee n the ERA and the EF T ; A2 - P ayer TIN # if matche d, else "" ; A3 - Pa yer Trace # if match ed, else " " ; A4 - T otal Amoun t paid if matched el se "" ; A5 - Matched weighted value ; 10 points fo r a match on Trace N umber ; 5 points for a match o n Total Am ount ; 1 p oint for a match on TIN ; Only matches w ith a weig ted value of 5 or mo re are dis played ; A 6 - EFT IE N ; A7 - D eposit # ; A8 - Inte rnal Depos it Date ; A9 - Payer Name/TIN (max 58 ch aracters) ; A10- EFT Trace # ; A11- EFT Total Amou nt Paid ; EFTSEQ - U nique EFT sequence # ; CTR - C urrent EFT counter ; VALMCNT - Current L istman bod y line cou nter ; Out put: CTR - Updated E FT counter ; VALMCNT - Updated Listman b ody line c ounter N E FTIEN,X,XX ,TT S EFTI EN=$P(MATC H,"^",6) ; EFT IEN ; ; Build f irst displ ay line of the EFT S YY=$P(MAT CH,"^",10) ; Trace N umber S X= $E(CTR_$J( "",4),1,4) _" "_$E(EF TSEQ_$J("" ,10),1,10) _" "_$E(YY _$J("",50) ,1,50) S X =X_" "_$J( $P(MATCH," ^",11),12, 2) ; Total Amount Pa id D SET(X ,CTR,EFTIE N,.VALMCNT ) ; ; Buil d second d isplay lin e of the E FT S XX=$P (MATCH,"^" ,9) S X=" "_$E(XX_$J ("",73),1, 73) ; Paye r Name/TIN S XX=$P(M ATCH,"^",7 ) D SET(X, CTR,EFTIEN ,.VALMCNT) S CTR=CTR +1 D SET(" ",CTR,"", .VALMCNT) ; Display blank line S VALMSG= "Enter ?? for more a ctions and help" Q ; SET(X,RCSE Q,EFTIEN,V ALMCNT) ; Set listma n body and selection arrays ; Input: X - Data to s et into th e display line ; RCS EQ - Selec table line # ; EFTIE N - IEN of the EFT r ecord (#34 4.31) ; VA LMCNT - Cu rrent Disp lay line c ounter ; ^ TMP("RCPM- WL",$J) - Current gl obal array of body d isplay lin es ; ^TMP( "RCPM-WL_W LDX",$J,RC SEQ) -VALM CNT_"^"_EF TIEN ; Out put: VALMC NT - Updat ed Display line coun ter ; ^TMP ("RCPM--WL ",$J,VALMC NT,0) - Up dated disp lay lines with new l ine ; ^TMP ("RCPM-WL_ WLDX",$J,R CSEQ) -VAL MCNT_"^"_E RAIEN S VA LMCNT=VALM CNT+1,^TMP ("RCPM-WL" ,$J,VALMCN T,0)=X S:$ G(RCSEQ) ^ TMP("RCPM- WL",$J,"ID X",VALMCNT ,RCSEQ)=$G (EFTIEN) S :$G(EFTIEN ) ^TMP("RC PM-WL_WLDX ",$J,RCSEQ )=VALMCNT_ "^"_EFTIEN Q ;HELP ; EP from li stman temp late RCDPE EFT PARTI AL MATCH ; help code S X="?" D DISP^XQOR M1 W !! Q ;EXIT ;EP from listm an templat e RCDPE EF T PARTIAL MATCH ; Ex it code K ^TMP("RCPM _PARAMS",$ J),^TMP("R CDPEU1",$J ) K ^TMP(" RCPM-WL",$ J),^TMP("R CPM-WL_WLD X",$J),^TM P($J,"RCPM _LIST") Q ;SELEFT ;E P from RCD PE EFT PAR TIAL MATCH SELECT ; Input: Non e ; Output : ^TMP($J, "SELEFT")- EFTIEN if an EFT was selected N EFTIEN,P ROMPT,SEL K ^TMP($J, "SELEFT") S PROMPT=" Select an EFT to mat ch: " S EF TIEN=$$SEL ENT(1,PROM PT,VALMBG, VALMLST,.S EL) S VALM BCK="Q" Q: EFTIEN="" S ^TMP($J, "SELEFT")= EFTIEN Q ; SELENT(FUL L,PROMPT,S TART,END,P CNT) ; Sel ect an EFT ; Select Entry(s) t o perform an action upon ; Inp ut: FULL - 1 - full screen mod e, 0 other wise ; PRO MPT - Prom pt to be d isplayed t o the user ; START - Starting selection value ; EN D - Ending selection value ; ^ TMP("RCPM- WL_WLDX")= VALMCNT^EF TIEN (arra y of selec table EFTs ) ; Output : PCNT - S elected Ro w ; Return s: Selecte d EFT IEN ; "" if no ne selecte d N CTR,EF TIEN,XX D: FULL FULL^ VALM1 S PC NT=$$SELEN TRY(PROMPT ,START,END ) Q:'PCNT "" S EFTIE N=$P(^TMP( "RCPM-WL_W LDX",$J,PC NT),"^",2) Q EFTIEN ;SELENTRY( PROMPT,STA RT,END) ; Select an EFT ; Inpu t: PROMPT - Prompt t o be displ ayed to th e user ; S TART - Sta rting # th at can be selected ; END - End ing # that can be se lected ; R eturns: Se lected EFT # or "" i f not sele cted N DIR ,DIROUT,DI RUT,DTOUT, DUOUT,X,XX ,Y S XX=$P ($P($G(XQO RNOD(0))," ^",4),"=", 2) ; User selection with actio n I XX,XX' <START,XX' >END Q XX S DIR(0)=" NO^"_START _":"_END_" :0" S DIR( "A")=PROMP T D ^DIR K DIR Q Y ; | |
148 | ||
149 | ||
150 | Routines | |
151 | Activities | |
152 | Routine Na me | |
153 | RCDPWL7 | |
154 | Enhancemen t Category | |
155 | New | |
156 | Modify | |
157 | Delete | |
158 | No Change | |
159 | RTM | |
160 | ||
161 | Related Op tions | |
162 | ERA Workli st (WL) [RCDPE ED I LOCKBOX WORKLIST]] | |
163 | ||
164 | Related Ro utines | |
165 | Routines “ Called By” | |
166 | Routines “ Called” | |
167 | ||
168 | RCDPEM21 | |
169 | RCDPEM2X | |
170 | AUDITLOG^R CDPEAP | |
171 | SETSTA^RCD PEAP | |
172 | $$AUTOCHK^ RCDPEAP1 | |
173 | $$OUT^RCDP EM3 | |
174 | NOCHNG^RCD PEMB | |
175 | INIT^RCDPE WL7 | |
176 | $$ML0^RCDP RU | |
177 | ||
178 | Current Lo gic – RCDP EWL7 | |
179 | . | |
180 | . | |
181 | . | |
182 | HDR ; Head er for ERA Worklist (List user Current S creen View selection s) ; Input : ^TMP("RC ERA_PARAMS ",$J) ; Ou tput: VALM HDR N X,XX ,XX2 ; ; P RCA*4.5*32 1 - Total re-write o f header s ubroutine to add new filters a nd shorten lines etc . ; First header lin e. Date ra nge and Ph armacy/Tri care/Medic al S X=$G( ^TMP("RCER A_PARAMS", $J,"RCDT") ) S XX="DA TE RANGE : " I $P(X, U) D ; . S XX=XX_$$ FMTE^XLFDT ($P(X,U),2 ) . I $P(X ,U,2) S XX =XX_"-"_$$ FMTE^XLFDT ($P(X,U,2) ,2) E S X X=XX_"NONE SELECTED" S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCTYPE") ) S XX2="P HARM/TRIC/ MEDICAL: " S XX2=XX2 _$S(X="M": "MEDICAL O NLY",X="P" :"PHARMACY ONLY",X=" T":"TRICAR E ONLY",1: "ALL") S X X=$$SETSTR ^VALM1(XX2 ,XX,40,41) S VALMHDR (1)=XX ; ; Second he ader line. Match/Unm atched and Auto-post ing/Non Au toposting S X=$G(^TM P("RCERA_P ARAMS",$J, "RCMATCH") ) S XX="MA TCH STATUS : "_$S(X=" N":"NOT MA TCHED",X=" M":"MATCHE D",1:"BOTH ") S X=$G( ^TMP("RCER A_PARAMS", $J,"RCAUTO P")) S XX2 ="AUTO-POS TING: " S XX2=XX2_$S (X="A":"AU TO-POSTING ONLY",X=" N":"NON AU TO-POSTING ONLY",1:" BOTH") S X X=$$SETSTR ^VALM1(XX2 ,XX,46,35) ; BEGIN P RCA*4.5*32 6 I X'="N" D .S X=$G (^TMP("RCE RA_PARAMS" ,$J,"RCAPS TA")) .S X X2="AUTOP: "_$S(X="P ":"PARTIAL ",X="C":"C OMPLETE",X ="M":"MARK ED",1:"ALL ") .S XX=$ $SETSTR^VA LM1(XX2,XX ,27,15) ; END PRCA*4 .5*326 S V ALMHDR(2)= XX ; ; Thi rd header line. Post status, p ayer name range and zero payme nt/payment S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCPOST") ) S XX="PO ST STATUS : "_$S(X=" U":"UNPOST ED",X="P": "POSTED",1 :"BOTH") S X=$G(^TMP ("RCERA_PA RAMS",$J," RCPAYR")) I $P(X,U)= "A"!(X="") D ; . S XX2="ALL P AYERS" E D ; . S X X2=$P(X,U, 2)_"-"_$P( X,U,3) . I $L(XX2)>1 1 S XX2="R ANGE" S XX 2="PAYERS: "_XX2 S X X=$$SETSTR ^VALM1(XX2 ,XX,26,20) S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCPAYMNT ")) S XX2= "PAYMENT T YPE: " S X X2=XX2_$S( X="Z":"ZER O PAYMENTS ONLY",X=" P":"PAYMEN TS ONLY",1 :"BOTH") S XX=$$SETS TR^VALM1(X X2,XX,46,3 5) S VALMH DR(3)=XX ; S VALMHDR (4)="# ERA # Trace#" Q ; | |
183 | . | |
184 | . | |
185 | . | |
186 | ||
187 | Modified – RCDPEWL7 | |
188 | . | |
189 | . | |
190 | . | |
191 | HDR ; Head er for ERA Worklist (List user Current S creen View selection s) ; Input : ^TMP("RC ERA_PARAMS ",$J) ; Ou tput: VALM HDR N X,XX ,XX2 ; ; P RCA*4.5*32 1 - Total re-write o f header s ubroutine to add new filters a nd shorten lines etc . ; First header lin e. Date ra nge and Ph armacy/Tri care/Medic al S X=$G( ^TMP("RCER A_PARAMS", $J,"RCDT") ) S XX="DA TE RANGE : " I $P(X, U) D ; . S XX=XX_$$ FMTE^XLFDT ($P(X,U),2 ) . I $P(X ,U,2) S XX =XX_"-"_$$ FMTE^XLFDT ($P(X,U,2) ,2) E S X X=XX_"NONE SELECTED" S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCTYPE") ) S XX2="M EDICAL/PHA RM/TRIC: " S XX2=XX2 _$S(X="M": "MEDICAL O NLY",X="P" :"PHARMACY ONLY",X=" T":"TRICAR E ONLY",1: "ALL") S X X=$$SETSTR ^VALM1(XX2 ,XX,40,41) S VALMHDR (1)=XX ; ; Second he ader line. Match/Unm atched and Auto-post ing/Non Au toposting S X=$G(^TM P("RCERA_P ARAMS",$J, "RCMATCH") ) S XX="MA TCH STATUS : "_$S(X=" N":"NOT MA TCHED",X=" M":"MATCHE D",1:"BOTH ") S X=$G( ^TMP("RCER A_PARAMS", $J,"RCAUTO P")) S XX2 ="AUTO-POS TING: " S XX2=XX2_$S (X="A":"AU TO-POSTING ONLY",X=" N":"NON AU TO-POSTING ONLY",1:" BOTH") S X X=$$SETSTR ^VALM1(XX2 ,XX,46,35) ; BEGIN P RCA*4.5*32 6 I X'="N" D .S X=$G (^TMP("RCE RA_PARAMS" ,$J,"RCAPS TA")) .S X X2="AUTOP: "_$S(X="P ":"PARTIAL ",X="C":"C OMPLETE",X ="M":"MARK ED",1:"ALL ") .S XX=$ $SETSTR^VA LM1(XX2,XX ,27,15) ; END PRCA*4 .5*326 S V ALMHDR(2)= XX ; ; Thi rd header line. Post status, p ayer name range and zero payme nt/payment S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCPOST") ) S XX="PO ST STATUS : "_$S(X=" U":"UNPOST ED",X="P": "POSTED",1 :"BOTH") S X=$G(^TMP ("RCERA_PA RAMS",$J," RCPAYR")) I $P(X,U)= "A"!(X="") D ; . S XX2="ALL P AYERS" E D ; . S X X2=$P(X,U, 2)_"-"_$P( X,U,3) . I $L(XX2)>1 1 S XX2="R ANGE" S XX 2="PAYERS: "_XX2 S X X=$$SETSTR ^VALM1(XX2 ,XX,26,20) S X=$G(^T MP("RCERA_ PARAMS",$J ,"RCPAYMNT ")) S XX2= "PAYMENT T YPE: " S X X2=XX2_$S( X="Z":"ZER O PAYMENTS ONLY",X=" P":"PAYMEN TS ONLY",1 :"BOTH") S XX=$$SETS TR^VALM1(X X2,XX,46,3 5) S VALMH DR(3)=XX ; S VALMHDR (4)="# ERA # Trace#" Q ; | |
192 | . | |
193 | . | |
194 | . | |
195 | ||
196 | ||
197 | ListmanTem plate Defi nition – R CDPE EFT P ARTIAL MAT CH | |
198 | NAME: RCDP E EFT PART IAL MATCH TYPE OF LIST: PROTOCOL RIGH T MARGIN: 130 TOP MARGIN: 9 | |
199 | BOTTOM MAR GIN: 20 OK TO TR ANSPORT?: OK USE CURSOR CONTROL: YES PR OTOCOL MEN U: RCDPE E FT PARTIAL MATCH MEN U SCR EEN TITLE: EFT Selec tion A LLOWABLE N UMBER OF A CTIONS: 1 AUTOM ATIC DEFAU LTS: YES HIDDEN ACTION MEN U: VALM HI DDEN ACTIO NS A RRAY NAME: ^TMP("RC DPM-WL",$J ) | |
200 | ITEM NAME: LINE C OLUMN: 7 WIDTH: 73 D ISPLAY TEX T: Payer Name/TIN | |
201 | EXIT CODE: D EXIT^RC DPEE H EADER CODE : D HDR^RC DPEE HELP CODE : D HELP^R CDPEE ENT RY CODE: D INIT^RCDP EE | |
202 | ||
203 | ||
204 | Protocols | |
205 | Activities | |
206 | Protocol N ame | |
207 | RCDE EFT P ARTIAL MAT CH MENU | |
208 | Enhancemen t Category | |
209 | New | |
210 | Modify | |
211 | Delete | |
212 | No Change | |
213 | Associated Protocols | |
214 | ITEM: RCDP E EFT PART IAL MATCH SELECT SEQUENCE: 10 | |
215 | ITEM: VALM QUIT SEQUENCE: 200 | |
216 | ||
217 | Data Passi ng | |
218 | Input | |
219 | Output | |
220 | Both | |
221 | Global Re ference | |
222 | Local Ref erence | |
223 | Item Text Descriptio n | |
224 | N/A | |
225 | Protocol T ype | |
226 | Action | |
227 | Menu | |
228 | Protocol | |
229 | Protocol Menu | |
230 | ||
231 | Limited P rotocol | |
232 | Extended Action | |
233 | Dialog | |
234 | ||
235 | Other | |
236 | Associated Routine | |
237 | RCDPEE | |
238 | Current En try Action Logic | |
239 | N/A | |
240 | Modified E ntry Actio n Logic (C hanges are in bold) | |
241 | N/A | |
242 | Current Ex it Action Logic | |
243 | N/A | |
244 | Modified E xit Action Logic (Ch anges are in bold) | |
245 | N/A | |
246 | ||
247 | ||
248 | Protocols | |
249 | Activities | |
250 | Protocol N ame | |
251 | RCDE EFT P ARTIAL MAT CH SELECT | |
252 | Enhancemen t Category | |
253 | New | |
254 | Modify | |
255 | Delete | |
256 | No Change | |
257 | Associated Protocols | |
258 | ||
259 | Data Passi ng | |
260 | Input | |
261 | Output | |
262 | Both | |
263 | Global Re ference | |
264 | Local Ref erence | |
265 | Item Text Descriptio n | |
266 | Select EFT | |
267 | Protocol T ype | |
268 | Action | |
269 | Menu | |
270 | Protocol | |
271 | Protocol Menu | |
272 | ||
273 | Limited P rotocol | |
274 | Extended Action | |
275 | Dialog | |
276 | ||
277 | Other | |
278 | Associated Routine | |
279 | RCDPEP | |
280 | Current En try Action Logic | |
281 | D SELEFT^R CDPEE | |
282 | Modified E ntry Actio n Logic (C hanges are in bold) | |
283 | N/A | |
284 | Current Ex it Action Logic | |
285 | N/A | |
286 | Modified E xit Action Logic (Ch anges are in bold) | |
287 | N/A | |
288 | ||
289 | Protocols | |
290 | Activities | |
291 | Protocol N ame | |
292 | RCDPE EFT ERA MANUAL MATCH | |
293 | Enhancemen t Category | |
294 | New | |
295 | Modify | |
296 | Delete | |
297 | No Change | |
298 | Associated Protocols | |
299 | ||
300 | Data Passi ng | |
301 | Input | |
302 | Output | |
303 | Both | |
304 | Global Re ference | |
305 | Local Ref erence | |
306 | Item Text Descriptio n | |
307 | ERA Manual Match | |
308 | Protocol T ype | |
309 | Action | |
310 | Menu | |
311 | Protocol | |
312 | Protocol Menu | |
313 | ||
314 | Limited P rotocol | |
315 | Extended Action | |
316 | Dialog | |
317 | ||
318 | Other | |
319 | Associated Routine | |
320 | RCDPEM21 | |
321 | Current En try Action Logic | |
322 | D MATCHWL^ RCDPEM21 | |
323 | Modified E ntry Actio n Logic (C hanges are in bold) | |
324 | N/A | |
325 | Current Ex it Action Logic | |
326 | N/A | |
327 | Modified E xit Action Logic (Ch anges are in bold) | |
328 | N/A | |
329 | ||
330 | Options | |
331 | Activities | |
332 | Option Nam e | |
333 | RCDPE MANU AL MATCH E FT-ERA | |
334 | Enhancemen t Category | |
335 | New | |
336 | Modify | |
337 | Delete | |
338 | No Change | |
339 | Associated Menu Opti ons that w ill invoke this refe rence | |
340 | RCDPE EDI LOCKBOX ME NU | |
341 | ||
342 | Data Passi ng | |
343 | Input | |
344 | Output | |
345 | Both | |
346 | Global Re ference | |
347 | Local Ref erence | |
348 | Menu Text Descriptio n | |
349 | EFT Manual Match | |
350 | Option Typ e | |
351 | Edit | |
352 | ||
353 | Menu | |
354 | Inquire | |
355 | ||
356 | Action | |
357 | Run Routi ne | |
358 | Other | |
359 | ||
360 | Associated Routine | |
361 | MATCH1^RCD PEM2 | |
362 | Option Def inition | |
363 |
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