Added the ability to add deductions to life claims.
Added the ability to perform Real-Teme Provider matching utilizing the BaseLoad SureHitLite
process through adjudication. When a claim has no provider assigned, the service will attempt to
find one based on the other information present in the claim. Please contact VBA to learn more
about our partnership with BaseLoad or to have your environment configured to leverage this new
Modified the Calculate Commissions process to use the Commission Lookback in Months option from
the Additional/COBRA Settings detail screen for a Group (Image 1). This indicates the number of
months the commission process will lookback at terminated rates when performing commission
Added the ability to Delete a Member. Under Enrollment Services Enrollments, you can now
Right-Click > Delete a Member that has been previously entered (Image 3). You cannot delete a
Member identified as the Insured or any Member who has the following information created:
Claims, Invoices, Care Management or Reinsurance. All other information bound to the Member
will be automatically deleted when the Member is deleted.
Added the option to Apply Plan ID Codes within the Group Contract Add Wizard. This will allow
for efficiency to include updates/changes and avoid missing the updating of critical ID Codes that
are used for imports/exports (Image 2).
Modified the “Add Subscriber Enrollment” trigger with the following rules:
Medical, Dental, Vision and Flex plan types will work in tandem when determining
whether a trigger has previously been fired. This means that if the Add Enrollment trigger
fired for Medical it will not also fire for Dental when Medical was already sent.
When a Tier change is made that limits the coverage in the family, the Process Automation
trigger will not fire. For example, changing coverage from Family to Employee Only will
not fire the trigger.
Changing Tier that results in covering the Spouse when previously the Spouse was not
covered will result in a new trigger being fired.
Removed “Plan Start” from the Process Automation tracking. This was causing many
duplicate Process Automation Series on enrollments that were simply going through a
contract change, division change or tier change.
Image 1 – Commission Lookback in Months
Image 2 – Apply Plan ID Codes
Image 3 – Delete Member
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