Monthly Archives: January 2017

VBA Software January 2017 Release Notes

BENEFITS SERVICES

  • Corrected an issue that would sometimes occur during Benefit level matching when the user selected an Age range.
  • When copying a plan, the dollar amounts for annual and lifetime were not being carried over in the plan or benefit level. This has been corrected.

EVENT SERVICES

  • Added an option for flagging an Event as a “Process Automation Event” (Image 1):
    • Process Automation Event? – This flags the event as a trigger for process automation.
    • Template – This is the Template Process Automation Series that will be executed when the Event occurs.
    • Event Process Automation Arguments – This allows the Event to pass along some defined arguments to the series.

GROUP SERVICES

  • Added the ability to define Capitation Services based on a number of new indicators (Image 2):
    • Require PCP – This indicator works in conjunction with the TIN list to force Capitation only when the Member attached has a PCP that matches the TIN in the TIN list.
    • TIN – This is a list of TINs that are required in order to flag the claim service as a Capitated line. When the “Require PCP” flag is ON, this list must match the Members PCP assignment. When the “Require PCP” flag is OFF, the list of TINs must match the Tax ID of the Provider on the Claim in order to be capitated.
    • Plan – This is a list of Plans that must be on the claim in order to define this line as capitated.
  • Added a number of additional options for Group configuration (Image 3):
    • Subscriber ID Prefix – This value will be placed as a prefix to the random number assigned for a new Subscriber. The combination of Prefix and Suffix characters cannot exceed 3.
    • Subscriber ID Suffix – This value will be placed as a suffix to the random number assigned for a new Subscriber. The combination of Prefix and Suffix characters cannot exceed 3.
    • Commission Lookback in Months – This indicates the number of months the commission process will lookback at terminated rates when performing commission calculations.
    • Paperless – This indicator is used for Process Automation to indicate whether the Group is “Paperless” so that a Series can use that value for filtering to send notifications and letters. This value is the default value for the Group and VBAGateway has an option where an individual Member can go Paperless independent of the group.

PROCESS AUTOMATION

  • Added the ability to define Process Automation of an Event Trigger. Timing based triggers will fire off Events defined as “Process Automation Events” but have limited access to tags and parameters. If you would like to configure a report for this type of Process Automation Trigger, please contact VBA for options.
  • Added additional tags to the “Disenroll Subscriber/Member” Trigger:
    • admin_cobra – This is a Y or N value indicating whether this Group administers COBRA.
    • cobra_qual_reason – This is a Y or N value indicating whether the reason given for this Disenroll is a COBRA Qualifying Event.
    • disenroll_medical – This is a Y or N value indicating whether a Medical Plan was disenrolled during the Disenroll process.
    • disenroll_dental – This is a Y or N value indicating whether a Dental Plan was disenrolled during the Disenroll process.
    • disenroll_vision – This is a Y or N value indicating whether a Vision Plan was disenrolled during the Disenroll process.
    • disenroll_disability – This is a Y or N value indicating whether a Disability Plan was disenrolled during the Disenroll process.
    • disenroll_flex – This is a Y or N value indicating whether a Flex Plan was disenrolled during the Disenroll process.
    • disenroll_life – This is a Y or N value indicating whether a Life Plan was disenrolled during the Disenroll process.

WORKFLOW SERVICES

  • Modified Pre-Requisite processing during Workflow assignment to require that the Pre-Requisite Workflow has fully completed before the subsequent Workflow can be assigned. Previously this assignment was a soft edit in that it would look for the Pre-Requisite but would not prevent the subsequent assignment when both criteria were a match.

VBAConnect

  • New User Interface for connecting to VBA. This window will show the user which version they’re currently on, which version they’re upgrading to and news for VBA and VBAGateway (Image 4).

VBAGATEWAY SERVICES

  • Fixed an issue where opening a Request that was “In Process” would error. All requests types will now display correctly regardless of submission status.

Image 1 – Event Based Process Automation

Image 2 – Capitation Services by PCP, TIN and/or Plan

Image 3 – Additional Group Settings

Image 4 – New VBAConnect Launcher

VBAGateway January 2017 Release Notes

MEMBER TERMINAL

  • The option to “Go Paperless” has been added to the Member Terminal User Profile Card. Allowing users to select if they’d like to “Go Paperless” can be configured in the config settings (Image 1)
  • Added a progress spinner to the Member Claims POD to indicate when records are loading.
  • Updated the Employee Information POD: Added Occupation, Hire Date, and Hourly Pay Rate (Image 2). Additionally, the Member’s Division has been added to the Plans section of the POD.
    • Accordingly, moved Occupation, Hire Date, and Hourly Pay Rate from the Family Information POD.
  • The Plans listed in the Employee Information POD now link to Plan Documents, when available (Image 3)

PROVIDER TERMINAL

  • Added Excel Export to the Provider Terminal Claims Grid.

EMPLOYER TERMINAL

  • Users can now select multiple plans (instead of being restricted to just one) on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard.
  • Plans marked as “Non-Elective” (“Required” in Employer Terminal Configuration) are now selected automatically on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard. Additionally, these plans cannot be waived.
  • The “Next” button on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard will now move the user to the next Plan Type instead of taking them to the next step in the Wizard. When the user is on the last Plan Type in the list, the button will then take them to the next step in the Wizard.
  • Help text has been added inside the “Selected” field on the “Please Select Who to Enroll” POD to make the correct usage clear to users (Image 4)
  • A config setting has been added to allow the Primary Care Provider field on the “Please Select Who to Enroll” POD to be hidden. If you wish to hide this field, please contact Help Desk.
  • When an Employer Terminal user is restricted to a Division, the Employer Info POD will now display that Division ID next to the Group ID.
  • A bug was fixed that allowed users to type in the Network ID and Name fields on the Edit Network Links POD, making it appear that these fields were editable. Users can no longer type in these fields.
  • Changed the “Undo” icon on the Edit Network Links POD from an X to an “undo” icon so the button’s purpose is clearer. This button allows you to undo the changes you have typed into this POD (Image 5)
  • Fixed an issue that was preventing the Reset Password modal from appearing in the Employer Terminal.
  • Fixed an issue where the non-PHI version of the Employer Claims Lookup grid was appearing before criteria had been selected.

OPEN ENROLLMENT

  • Users can now select multiple plans (instead of being restricted to just one) on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard.
  • Plans marked as “Non-Elective” (“Required” in Employer Terminal Configuration) are now selected automatically on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard. Additionally, these plans cannot be waived.
  • The “Next” button on Step 3 (Add Coverage) of the Open Enrollment/Add Employee Wizard will now move the user to the next Plan Type instead of taking them to the next step in the Wizard. When the user is on the last Plan Type in the list, the button will then take them to the next step in the Wizard.
  • Help text has been added inside the “Selected” field on the “Please Select Who to Enroll” POD to make the correct usage clear to users (Image 4)
  • A config setting has been added to allow the Primary Care Provider field on the “Please Select Who to Enroll” POD to be hidden. If you wish to hide this field, please contact Help Desk.
  • Updated the “You Have Waived Coverage for this Plan Type” message in the Open Enrollment Wizard (Step 3 – Add Coverage) to match the appearance of other message boxes in the Wizard.
  • The “Waive [Plan Type] Coverage” buttons have been removed from all Plan Types except for Medical on the Add Coverage step of the Open Enrollment/Add Employee Wizard. If the option to waive non-Medical plan coverage is necessary, please contact Help Desk.

VBAGATEWAY GLOBAL (ALL TERMINALS)

  • The time before a user’s session becomes idle and displays the automatic logout modal can now be configured through client config settings. This value can now be customized for each Terminal. Please contact Help Desk if you wish to customize these values.

Image 1 – Member “Go Paperless” Option

Image 2 – Member Terminal: Employee Information POD Updates

Image 3 – Provider Claims Grid: Excel Export

Image 4 – Open Enrollment Wizard: Selected Help Text

Image 5 – Edit Network Links Undo Icon

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