Chiapas EDI 2014 All Versions Release Notes (C) COPYRIGHT 2014, Chiapas EDI Technologies, Inc. All rights reserved. INSTALLATION AND SETUP INSTRUCTIONS Please note: For the latest updates on installing Chiapas EDI 2014, see the website at http://www.chiapas-edi.org/index.php/resources/installation/ 1. System Requirements The target system needs to be running Windows 7, Windows Server 2008 R2, Windows 8 or Windows Server 2012 R2, and will need at least 4 GB of RAM and 5 GB of space free on the C: drive. The operating system must be 64-bit; 32-bit OSes are not supported. The installer will setup the Chiapas EDI 2014 components directly to the C: root drive under the C:\chiapas folder. This is a fixed installation folder and cannot be changed. In order to use the Scheduler system, this machine will need to be able to access an instance of SQL Server 2012 R2 or higher. The 'free' SQL Express versions are sufficient. Although the background ChiapasService is installed, it is not activated or turned on by default. 2. Installation Double-clicking on the MSI installer file will automatically run a silent install to the C: drive under the chiapas folder. To launch the Chiapas Studio, execute the program C:\chiapas\bin\ChiapasStudio.exe. It's important to 'Run As Administrator'. This is the primary workspace for Chiapas EDI 2014. Enabling Scheduler Functionality: To enable Scheduler functionality, you must have access to a database engine instance of SQL Server 2005 or greater. The free SQL Express versions are fully compatible. The database installer is packaged into an executable file under: C:\chiapas\db\SQLPkgChiapasData.exe (The two SQL files in the C:\chiapas\db allow users to create the database without the executable) This executable will take you through the steps of installing the tables necessary for the scheduling system as well as the sample data and extracts. If you use a connection string other than the default, you must manually update the file C:\chiapas\bin\cnnstr.txt to the new connection string to ensure the background service can connect to the database properly. Furthermore, you must also run the following SQL Command on the chiapasData database: UPDATE TSRC SET TSRC_DATA01 = '' WHERE TSRC_ID = 13 Once the database is created, you will need to alter the user of the ChiapasService Windows Service to your current username and password. From the Services management tool (accessed by right clicking on 'My Computer' and selecting 'Manage'), right click on the ChiapasService name and select 'Properties'. Click on the 'Log On' tab and change the radio button selection to 'This account:'. Type in your username and password (twice) and click OK. This will cause the background service to run under your account permissions. Then, right click on CGateService again and press 'Start'. This will start up the background ChiapasService that processes background events and triggers. The Scheduler interface should now be usable. To stop the background service, return to the Service management console and right click on CGateService, then click 'Stop'. Enabling HIPAA Implementation Guide Integraion: Chiapas EDI 2014 has context sensitive help for mappings populated in the Mapping Interface and can pull up the HIPAA Implementation Guide page that element refers to. This functionality requires an installation of Adobe Reader. No changes are needed if your Adobe Reader is installed on your system. If you have an alternative PDF reader installed, it will need to be able to accept page numbers in order to function properly. The command line arguments are stored in this file: c:\chiapas\bin\pdf_args.txt 3. Thirty Day Evaluation Edition The Evaluation Edition is a time-limited demonstration version set to expire thirty days after the first install. For more informatiom, contact Chiapas EDI Technologies, Inc. at support@chiapas-edi.org / or (415) 298-8166. Version History: RELEASE 20210418 - Fixed a bug in the previous release that disabled the ForceMerge pipeline for 835 files with PLB segments. RELEASE 20210309 - Fixed a decoding bug that affected the HKey->DB Tables functionality with both 835 files and PLB segments. RELEASE 20200408 - Changed a query that resulted in significant SQL Server utilization in the Worker process polling mechanism so that it should now have negligible impact RELEASE 20191114 - Corrected information on the CGateRunShell2 in the documentation, and added a PowerShell scripting example. RELEASE 20181127 - Fixed an encoding bug that relates to the 837P / 2310F (Ambulance Drop-Off Location) header segment not getting encoded when there is data present in the NM103 in prior or successive iterations of that loop. RELEASE 20181014 - Chiapas EDI is now bundled with a subset of the next-generation healthcare integration product, SERENEDI, specifically the modules that drive the SNIP 1-5 integrity engine. This integrity engine is loaded with over 400 integrity rules for 5010 834, 835, and 837 P & I specifications, and is meant to enhance the EDI development process. There is a new button on the SegPool interface within Chiapas Studio to scan loaded SegPools, and also both a new Activity and pipeline for incorporating the new functionality into automation. RELEASE 20180718 - Fixed a bug with the SegPool function not trimming out trailing spaces in an 80-character formatted source file RELEASE 20171130 - Added a note to the manual indicating that the ChiapasService should be set to 'Automatic (Delayed Start)' if Chiapas EDI is being installed on the same machine as the SQL Server, allowing SQL Server to start normally and accept connections before Chiapas EDI is launched. RELEASE 20171013 - Fixed a corner case Flat-to-Encoder bug where an invalid Composite Element Separator is defaulted when the GE Transaction Set Count is manually supplied. RELEASE 20170922 - Added a warning to the technical reference section on the database schema, warning that making copies of core chiapasData SQL objects to different schemas within the same database will break core functionality. RELEASE 20170823 - Fixed an issue with the CARC code list associated with the CGateVerifyCARC activity, and updated for latest additional codes RELEASE 20170618 - Fixed an issue for files having more than 100 PLB segments in an 835 file would cause a decoder crash. PLB segments are now encoded/decoded as part of a 'PLB CUTOUT' loop off of the main transaction set loop, treating PLB segments as a separate loop within the transaction. This allows any number of PLB segments to be encoded or decoded in an 835 file. RELEASE 20170518 - Fixed a bug with the CGateVerifyCARC activity RELEASE 20170501 - Added the CGateVerifyCARC activity, which will execute two validations on CAS segments present in a loaded SegPool: invalid CARC codes, or a code that is invalid as of the transaction date. RELEASE 20170406 - Fixed some bugs relating to customized 999s entering the workflow system - Added BIN_999 to the distribution database so that 999's are now a natively supported part of the BIN system. - Custom 999 transactions are now fully supported within Chiapas Studio - Fixed an issue where the PHI Removal could corrupt date/times. - Fixed a refresh issue with displaying error messages in Chiapas Studio - Improved error handling and capture during the Encoder process RELEASE 20170327 - Improved 999 parsing - previously, either 999 or TA1 files would process fine, but a 999 with a TA1 segment would not. This release now properly parses a TA1 segment inside of an ISA/IEA loop. RELEASE 20170113 - Corrected incorrect relationship information in the Chiapas Manual on p.96, added information on the Sample Trading Partner table and incrementing the Interchange Control Number RELEASE 20170105 - Added a warning in the Chiapas Manual about the the encoding process, where sending data to iterated segments and loops incorrectly causes the encoder to generate incorrect segments. In short, if you transmit empty mapped columns to Chiapas Data, never leave a "gap" in successive iterations. In the manual, this example is given for three iterations of DME Supplies Note segments: L2300_S24_NOT02_TEXT_OVL_DME_SUPLS L2300_S24_NOT02_I02_TEXT_OVL_DME_SUPLS L2300_S24_NOT02_I03_TEXT_OVL_DME_SUPLS If data was populated in the first and third mapping, but the middle I02 map was never supplied with information, this would result in the "gap" and cause incorrect segments to be generated. RELEASE 20161007 - Addressed some issues with USP_FETCH_CULLED_BIN and added HL child elements to the BIN 837 tables to facilitate an easier "Decode/Manipulate Data/Re-Encode" cycle with 837 files. RELEASE 20160824 - Corrected the Pipeline 007 workflow to correctly handle very large files (>100MB) in lieu of the normal Large File workflow RELEASE 20160423 - Corrected some 837I Diagnosis Code mappings to make it more clear which mappings were ICD 9 and ICD 10. This update will not be rolled out to existing customers except by request in order to maintain compatibility with their existing implementations. RELEASE 20160406 - Added the schema & data SQL creation scripts to allow users to independently create the database without utilizing the standalone executable. - Added DataTable functions to the CHIAPASCL utility & .NET library RELEASE 20160327 - Added a CHIAPASCL utility that allows direct integration of Chiapas EDI translation facilities with existing Batch Shell and .NET-based business processes. This functionality is limited to Tier 3 / Tier 4 customers. RELEASE 20160309 - Added an error if the qualifier of a qualifier/identifier pair is detected to have lower-case characters RELEASE 20160218 - Downgraded severity of the syntax error where a segment is provided without any elements so that the remainder of the file could be parsed and processed. RELEASE 20160215 - USP_ORDEREDI stored procedure has been updated to automatically send '1' values for the L2000A_S01_HL04_HIERCHCL_CHILD_CD and L2000B_S01_HL04_HIERCHCL_CHILD_CD fields within an 837I / P file. This ensures flat tables passed through this procedure to the encoder that lack any mappings for the 2000A or 2000B loops will be able to encode properly. - Addressed a false error that is raised from the decoder when processing files with repeated elements on EB segments. RELEASE 20160127 - Flat Register SQL load operation will now "cull" unused fields and loops from the inputs that never encode data. This addresses a "phantom HL" segment issue that can occur in certain situations for 837 encoding when unused fields for encoding patient loops are passed to the encoder. RELEASE 20151214 - Encode from BIN XAML script now allows for overriding the destination directory so that encoded files can be sent to any valid file path. - The encoder will now generate a critical error and stop encoding when supplied a set of mappings where child loop mappings are supplied without any corresponding mappings in the parent loop according to the HIG defined hierarchy. For example, if 837P 2010CA (Patient Name) mappings are supplied but no mappings are supplied for the parent loop of Patient Hierarchical Level, this will trigger a critical error. RELEASE 20151120 - Addressed an issue where the decoder would not flag segments without elements as a critical error. RELEASE 20151027 - Addressed issues with 5010 271 and 824 specifications. RELEASE 20151012 - Fixed an issue that would prevent displaying certain message logs from the Chiapas Studio - Fixed an issue with SQL Server 2008 R2 installer. RELEASE 20150831 - Fixed a minor integrity issue with 5010 837P specs - Fixed an issue with single element type checking RELEASE 20150816 - Fixed an issue involved with the new fast SQL table mechanism that could cause mismaps under certain circumstances RELEASE 20150803 - Fixed issues involving the sample SQL export views - Added a feature to CGateTransfer that allows it to export a SQL View after an HKey > DB Tables operation - Added a new serial decoder Pipeline to allow for very large file decodes with minimal memory and database traffic - Improved speed and memory performance of HKey > Flat operations. - Added a new serial Workflow that optimizes memory and database traffic, enabling very large files to be decoded to the BIN system (greater than 100MB). RELEASE 20150727 - Fixed a corner case encoder issue - Fixed an issue involving Time ranges in the Scheduler - Fixed a data field flaw in how messages are logged to the database RELEASE 20150720 - CGateSendMail will now recognize when HTML is put in the Message Body and allow sending HTML EMails. RELEASE 20150711 - Introduced CGateRunShell2 command that will send console output to a Workflow variable. - Fixed an issue with CGateSendMail where server timeouts would raise an exception instead of generating an error message. RELEASE 20150622 - Fixed element type syntax checking on composite elements RELEASE 20150506 - Added the CGateAckTA1Generate activity that will load the SegPoolAck register with a simple Accept/Reject TA1 message, which some trading partners utilize instead of the more complex 999 transaction. RELEASE 20150429 - Restored functionality to the CGateTransfer Activity involving the HKey <> Tables function. RELEASE 20150218 - Fixed an issue relating to 2000D loops on 277CA specifications RELEASE 20150216 - Fixed an issue with the 999 Generator creating six digit dates in the GS04 element, as well as an correcting the requirement setting for element AK905 RELEASE 20150206 - Added support for FTP sessions in CGateXFEROpenSession activity RELEASE 20150130 - Fixed XML Encoding bug affecting successive iterations of 837P/I 2330A / 2330B loops - Fixed an internal collating error affecting HL/LX rows being 'text sorted' instead of numeric sorted on operations involving the FLAT register - Altered handling of certain Tier 3 licensing logic RELEASE 20150109 - Added support for 5010 824 transactions RELEASE 20141212 - Fixed a bug with ExecuteScalar() that would result in the underlying code being executed twice RELEASE 20141125 - Added support for multiple GS/GE envelopes in the 999 Acknowledgment Generator RELEASE 20141123 - Added support for the Healthcare Exchange 820X Implementation Guide. RELEASE 20141028 - Added support for Element Repeats in both CGIF-Flat and CGIFXML. This allows certain elements to iterate for certain DMG, EQ, EB, HCR, DMG and COB segments, as indicated within the Implementation Guides. RELEASE 20141021 - Fixed an issue relating to saving triggers from the Scheduler interface RELEASE 20140926 - Fixed an issue with the USP_FETCH_CULLED_BIN procedure on recongizing the specification in certain scenarios. - Fixed a bug for updating certain SQL Trigger queries within the Scheduler - Added support for the TA1 segment within the 999 specification. The TA1 (defined in the 999 mappings within C:\chiapas\docs\CGIF folder) is a third segment within the GS/GE loop, with the GE now being the fourth segment within the 999 transaction. - LineFeed Set & Cull Pipelines (TSRC_ID 1 and 2) have been greatly optimized. RELEASE 20140904 - Added new Code Activity: CGateHKeyToXElement, which transfers a loaded HKey register to an XElement Linq variable - Fixed a critical Encoder issue where multiple PLB segments in an 835 transaction would result in a corrupted file - Fixed an issue with the XML DB command - Cleaned up some erroneous fields from the 837 BIN tables on the chiapasData database RELEASE 20140808 - Rolled back a change to the MSGLOG table that caused performance issues for large volume transactions. - Further bug fixes to the HKey->XML Generator to handle certain corner case conditions RELEASE 20140726 - 999A1 is now supported for both encoding and decoding. RELEASE 20140716 - Name change: Chiapas EDI 2014 - XML Decoder/Encoder completely rewritten. Legacy XML system is available only under the CGateTransfer under XML (Legacy); the new system removes all iteration counters and can act as a completely determinant pipeline for encoding and decoding EDI files - XML DB functionality added with two new automation commands; XML I/O can now work directly with SQL tables without a physical file - Rare encoder issue fixed. - Deprecated SecureFTP triggers. - Improved type checking for date/time types, resolving false integrity errors - Improved SQL exception reporting for FlatToTable operations. - Fixed issue where some EDI files change composite element separator mid-file. Chiapas EDI can now read these. - ForceMerge activity added, allowing for 'lossless' flat EDI storage. - Scheduling system now supports serial, non-concurrent execution by putting SERIAL in TSRC_DATA05. This is the set by default for the ForceMerge automation trigger as ForceMerge needs schema locks on the destination table. - chiapasData database significantly extended in functionality: 1. BIN system expanded to store all supported transaction types 2. USP_FETCH_CULLED_BIN procedure obtains a pre-sorted recordset from the BIN system, ready for encoding 3. USP_TEMP_TABLE / USP_MOVE_TO_BIN expanded to work with all supported transactions and be compatible with the new ForceMerge activity 4. Twelve automation pipelines supporting different types of encoding and decoding are ready and running after initial install - SQL operation activities will now retry up to 5X if there is a SQL exception to increase reliability for heavy concurrent SQL operations - SQL operation activities will rollback any uncommitted transactions to prevent leaving database in a locked state. This also means transactions cannot span multiple activities. - Manual rewritten. RELEASE 20140507 - Specification issue: Some 837I syntax issues fixed - Chiapas Studio issue: Incorrect mappings displayed for composite elements in certain situations - Chiapas Studio issue: Any critical errors during Encode or Decode are now better displayed on the message pane. - Chiapas Studio issue: Messages are now displayed for very large SegPool sizes. - Decoder issue: Chiapas EDI is now better able to handle EDI files with 'Hostile CR/LF' encoding. - Documentation issue: HTML specifications in the Docs directory incorrectly showed mappings for base elements containing composite elements - Encoder issue: Fixed error pertaining to multi-iteration composite elements - Encoder issue: Fixed error pertaining to incorrectly placed PLB segments in 835 files RELEASE 20140327 - Some specification issues fixed. Encoder will now raise a critical error if a mapping is supplied with an invalid overload. RELEASE 20140318 - CGateSendMail activity now allows multiple recipients, separated by the ';' character within the Recipient string RELEASE 20140316 - The Acknowledgment Generator is no longer bound to working on single transaction files. The activity will now generate 999 files that acknowledge multiple transactions. If a critical error occurred previously, then a single rejection 999 file will be generated that flags the proper transaction and segment. RELEASE 20140305 - If there's a critical error within the Workflow Process, Chiapas EDI should exit more gracefully and log all errors properly before closing out. RELEASE 20140219 - Any sort of critical decoding error will now completely clear the HKey register before exiting the decoding module RELEASE 20140105 - IMPORTANT: When decoding to a table, Chiapas EDI 2012 now creates VARCHAR field sizes of 300 characters. The 200 size limit was too small for some note field data types present within 5010 specifications and would result in data truncation. - Decoding speed improved 8X. This bug geometrically slowed down the decoding of very large X12 files; decoding is now much more linear in size, with a 108MB file tested to decode in 15 minutes. - 5010 277CA (Claims Acknowledgment) specification is now supported - Fixed crash bug where omitting HL04 mapping would cause the encoder to lock. Now, an error message is generated stating that in most cases, HL04 data mappings (Child code) need to be provided in order to initialize the encoding process for those specifications that are structued with HL loops. - Segment pane will be automatically disabled if more than 1000000 segments are loaded. - Added a new error message in case the Decoder encounters a file with non-unique element and segment separators - Fixed an issue with loading Excel CGIF-formatted spreadsheets - Lock functionality completely removed - CGateTransfer activity & Studio data pane can now accept stored procedure names as a data source (must be prefixed with EXEC) RELEASE 20130819 - Fixed multiple mapping errors concerning Addenda 1 and 2 across several specifications - Added 127-page user manual within the docs directory, most of the material is new - Moved CGIF maps to C:\chiapas\docs\CGIF directory - Numerous bug fixes: - Scheduling system now uses calculated interval dates when feeding back to the database for more accurate scheduling - Automation system now aggressively refreshes Worker Processes: each instance has a maximum lifespan of 4 hours - Service kills all worker processes when shut down - Scheduled Polls can now pass two arguments to the workflow - LOCK functionality is deprecated and replaced with the Merge activity and Data I/O interface action - Added funtionality to the Flat menu on Chiapas Studio to ease documenting transactions - Sample XAML files simplified to two production scenarios: encoding and decoding - Extensive additions made to distribution database to support new Decoder automation example RELEASE 20121120 - Fixed bug with CGateSeg activity to set options for segment encoding - Added CGateShell activity to invoke a shell command