Monthly Archives: September 2016

VBASoftware September 2016 Release Notes

ACCOUNTING SERVICES

  • Modified the Funding Transfer process to allow the creation of a physical check rather than applying those funds directly to the destination account. This gives additional flexibility in the transfer process while maintaining original transfer functionality (Image 5).
  • Updated the Checks Detail information to include the Expense Type Description on Manual Distributions if an Expense Type was selected during Distributions.
  • Added the ability to Undo a Funding Request. This option puts all claims back into Ready for Funding status and deletes the Request (Image 1).

BILLING SERVICES

  • Added the ability to manually enter in a partial refund amount on an Invoice during the Refund process. A user cannot enter in more money than the actual premium amount. If multiple refunds are entered, the total manually entered refund amount cannot exceed the actual premium amount (Image 2).

CLAIM SERVICES

  • Removed the ability to fully Override a claim. This functionality was a holdover from the original design of VBA and no longer serves a purpose.

ENROLLMENT SERVICES

  • Fixed issue with the treeview on the enrollment screen sometimes displaying enrollments incorrectly in the case of separate member enrollments.
  • Added HIPAA Code field to the Disenroll Reason window (Image 4).

REPORT SERVICES

  • Modified the Invoice Search Criteria to include additional options:
    • Create Date – this will filter the results by the date the Invoice was generated.
    • Create User – this will filter the list by the user that generated the Invoice.
    • Billing Cycle – this will filter the list by the Billing Cycle on the Invoice.

VBA SERVICES

  • Added a sort option to many selection screens. (Image 3).

Image 1 – Undo Option

Image 2 – Partial Refunds

Image 3 – Sort Option

Image 4 – HIPAA Code

Image 5 – Funding Transfer to Check

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