VBA Software February 2017 Release Notes


  • 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 feature!


  • 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 calculations.


  • 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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