VBA User Conference – Presentations Now Available!

Thank you to everyone who attended the 2023 VBA Connect and Engage User Conference in Milwaukee last month. We hope you enjoyed the event. In case you missed it, all the presentations from the event are now posted on the Client Resource Center here. If you have any questions, please reach out to your VBA Account Executive.


Product Market Strategy and Sales

From the desk of Jessica Lockhart – EVP of Sales & Marketing

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From the desk of Rachel Lanser – Chief Client Officer

I want to start off by thanking all of you who attended the 2023 VBA Connect and Engage User Conference in Milwaukee last month. Our entire team here at VBA is still talking about how wonderful it was to meet you all in person after working with you for so many years. We are so grateful that you carved out some time in your busy lives to spend a few days with us.

If you did not attend, I hope you will check out the presentation recordings on the Client Resource Center here. Lots of useful information for you to share with your teams.

More Learning Labs Planned

It has been our goal to start a recurring virtual learning lab for some time now, and the User Conference confirmed that there is a need with all seats filled during all four learning labs at the event. We also saw many of our clients gathering at other places throughout the event to share ideas and processes that work best for them. We clearly see that we have an opportunity to provide ongoing training and create a collaborative forum for our clients. And that is exactly what we plan to do.

We will be starting recurring learning labs this fall. We will also create a process to gather feedback and determine other topics that you would like us to cover in future learning labs. We look forward to hearing your thoughts on how we can better support your needs with future enhancements. Keep an eye on your email inbox for more updates.

Fall is just around the corner, and I am looking forward to some beautiful fall weather. Hope you enjoy it as well!

Did You Know?

Tips & Tricks from VBA


How You Can Leverage the Notes Feature in VBASoftware

VBASoftware users have the flexibility to add notes in various locations. These notes can help you communicate information to other VBASoftware users or maintain additional documentation related to a record in VBASoftware.

How the Notes Function Works:

Notes are located throughout the VBASoftware application.

Note icon

Whenever this icon is visible, it means there is a note for that section.

  • Right click in the section with the icon and select “View Notes” from the context menu to view the available note.

  • Notes can be categorized based on user-defined Note Types that can be associated with multiple, pre-defined Note Category Types.

  • To emphasize the importance or urgency of a note, you can assign user-defined Note Priorities.

  • Users also have the option to attach documents or pictures to a note for further information.

  • Notes can be assigned to specific system users, who will receive notifications accordingly.

Click here to read the Notes Configuration document on the Client Resource Center and learn more about the Notes feature in VBASoftware.


Meet the Team

Professional History:

Rachel joined VBA in November 2021 as a Solution Consultant. She was promoted to Manager of Business Services – Solutions in 2022 and was promoted to Director of Client Solutions in May 2023. She is responsible for ensuring our clients have a positive experience from implementation through ongoing support. The Solution Consultants and Customer Support teams report to Rachel.

Her career spans over 20 years in third-party administration. Prior to joining VBA, she was the Vice President of Technical Operations at Benefit Management, LLC. In that position, Rachel led the information technology and operations support teams with a focus on implementing new business while streamlining processes to maximize business efficiency and profitability.


Rachel Cell

Director of Client Solutions

On a Personal Note:

Outside of work, Rachel spends her time with her husband, son, daughter, dog and many roaming farm cats. She enjoys cheering her kids on in sports, watching reality TV shows and improving her talent for juggling.


Release Notes

Make sure to share our release notes and videos with your team members to ensure all VBA users are up to date.

As a reminder, VBA schedules up to 10 releases a year to ensure our clients have the latest software without the wait. You can access the release schedule here in the Client Resource Center.

Here are the planned release dates for 2023:

  • September 29 – VBA

  • November 3 – Client

  • December 8 – VBA


Upcoming Conferences and Events

We will be participating in the following events:

SEPT. 18-21, 2023

Converge NADP Conference

San Diego, CA

SEPT. 20-21, 2023

Wisconsin Association of Health Plans Annual Meeting

Madison, WI

Oct. 8-10, 2023

SIIA Annual Conference

Phoenix, AZ

Oct. 23-25, 2023

California Association of Health Plans Annual Conference

Palm Desert, CA

Nov. 6-8, 2023

TAHP Texas Covered Conference & Expo

Houston, TX


Here We Grow Again!


Application Services Team

Josh Coats
Software Engineer

Rick Fox
Senior Software Engineer

Christian Heatwole
Senior Software Engineer

John Klotz
Senior Software Engineer

Client Experience Team

Anita Gegner
Client Support Specialist II

Data Developers Team

Dave Ostrenga
Director of Data Services

Integration Services Team

Amy Druecker
Data Integration Analyst II

Operations Support Team

Bryan Johnvin
Operations Support Specialist II

Vasu Saigopal
Operations Support Specialist II

New Hires

Architecture Team

Ryan Clifton
Software Architect

Client Experience Team

Neil Ochs
Solution Consultant Trainer

Data Analyst Team

Lee Collins
Data Integration Analyst

Nikki McGill
Data Integration Analyst

Data Developer Team

Michael Messer
EDI Developer

Leo Saenz
EDI Developer

Implementation Team

Rob Davis
Implementation Manager

Francine Thompson
Implementation Manager

Operations Support Team

David Sayavong
Operations Support Specialist

Product Experience Team

Jessica Collins
Business Analyst



VBA Application Release Reviews

We held our July Release Review on Friday, July 28. If you were unable to attend, the recorded session can be found here.

The August Release Review was canceled. Please refer to the release notes for details about this release.

VBA Webinars

Join the Real-Time Revolution with APIs: Advice from the Experts, featuring Matt Salerno, Software Architect at VBA and Nirab Pant, Data Engineer at Angle Health on July 13, 2023. If you were unable to attend, the recorded session can be found here.

Presentations from the 2023 VBA Connect and Engage User Conference are now available on the Client Resource Center. If you were unable to attend or would like to watch the sessions again, they can be found here.


Client Resource Center Updates

Check out the latest materials that were posted to our Client Resource Center:

VBAnalytics Population Health Reporting and HRA Data, Powered by PDHI

Claim Services - Suspense Claims

System Services - VBA Control Panel

Accounting Services - Claim Funding and Check Processing

Provider Services - Provider Services Overview


Holiday Schedule

The VBA offices will be closed on the following days in observance of the following holidays:

Friday, November 10
Veterans Day

Thursday, November 23 and Friday, November 24
Thanksgiving Holiday


Tell us what you think!

Your opinion is important to us so we can continue to enhance our products and improve your experience.

Ready to share?

Send your feedback to [email protected].

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