VGPM 1.82 continues our mission to Protect Your Purpose by taking repetitive work off your billing team and putting the right context in front of clinicians at the moment they need it. This release lets billers act on many claims at once, shows a client's previous and next same-day session inside the event a provider is already looking at, and makes session note PDFs a faithful record of the moment they were submitted.
Send and Export Claims in Bulk, Straight From the Claims List
The claims list is where your billing team lives, and until now every action in it happened one claim at a time. Send Now on this claim. Download the CSV for this filter. Repeat. For a practice submitting a few hundred claims a week, that adds up to an afternoon of clicking that produces nothing a payer will ever see.
Claims list rows now have checkboxes. Select the claims you want, and a selection bar replaces the filter header with the count and two actions: Send and Download.
What's Included
- Check individual rows, or check the header to select the whole page; when a full page is selected, a banner offers to extend the selection to every claim matching your current filters
- Send confirms in a dialog that restates exactly what is in scope before anything goes out, with a stronger warning for filter-wide sends
- After sending, you see how many claims were queued and how many were skipped, with the reason for each: not Ready, already queued by an earlier send, or a payer set to manual submission
- Manual-only payers are skipped up front and stay Ready, instead of quietly slipping through and landing in Issue
- Download exports exactly the selected claims, or their line items, as CSV; with nothing selected, the download menu keeps today's filter-based export
- The selection clears whenever you change page, sort, or filters, so a stale selection can never send the wrong claims
- The toolbar is down to the global controls: New Claim, Find By ID, Send All, and Manage Tags
Why This Matters
Bulk actions are the difference between a billing team that works claims and a billing team that babysits them. The skip report matters as much as the send: a claim that silently fails to go out is the one that reaches the timely-filing deadline unnoticed. Knowing that three claims were skipped because their payer is manual-only is an actionable list, not a mystery to discover in an aging report a month later. This is the kind of work ABA billing software should absorb on your behalf.
For practices that would rather not run a claims queue at all, VG Soft Co's ABA revenue cycle management service works claims, denials, and follow-up inside VGPM, with every claim visible to you in real time.
See a Client's Previous and Next Session Without Leaving the Event
Intensive ABA rarely means one provider per client per day. A morning block with one technician, an afternoon block with another, a BCBA overlap in between. The hand-off between those sessions carries the information that makes the next one productive: what was worked on, how the client arrived, what to watch for. Until now, the provider opening their event had no way to see what came before or what comes next without leaving for the Calendar and hunting through the client's day.
Open a therapy or evaluation event's details and you now see the client's immediately previous and immediately next same-day therapy or evaluation session, even when it belongs to a different provider.
What's Included
- A compact timeline in the event details: the previous session, the one you are viewing, and the next one
- Each neighboring session shows its time range, session title, service type, event type, provider, and location
- When there is no session before or after, that slot is simply absent, with no empty placeholders
- Visible to anyone who can already open the event, with no new permission to configure
- Provider and location come straight from the event record, so what you see matches the schedule
Why This Matters
Care continuity is a clinical quality issue that lives inside a scheduling problem. For the RBT walking into a 1 PM session, knowing who had the client at 10 AM and where means they can ask the right question in the hallway instead of discovering a hard morning twenty minutes into their own block. For the scheduler, it means fewer "who has this client next?" messages. Learn more: ABA Scheduling
Session Note PDFs That Reflect the Moment They Were Submitted
A session note is a legal and billing record of a specific moment: who delivered the service, with what credentials, for a client covered by which payer. But the PDF was rendered from live records. When a therapist earned a new credential, or a client changed coverage, every historical note quietly changed with them. The note an auditor pulled in October did not match the one a payer received in March.
VGPM now captures the provider's name, credentials, and role, along with the client's primary insurance and medical assistance number, at the moment a session note or plan of care is submitted, and renders PDFs from that snapshot. Every previously submitted note was backfilled, so your historical records hold too.
What's Included
- Provider name and credentials on the PDF are the ones held at submission, not today's
- The client's payer and medical assistance number are the ones in effect when the note was submitted
- Applies to session notes and plans of care tied to an event; basic forms are unaffected
- Older notes were backfilled, so the protection covers your whole documentation history
- Builds on the existing supervisor snapshot, so the full information block on a note is now frozen
This release also resolves a specific UnitedHealthcare and Optum problem. UHC flags session notes where a fully credentialed BCBA rendered the service but the header still lists a supervisor, since a supervisor over a BCBA is contradictory. For clients covered by UHC or Optum, the supervisor is now omitted from the header when the provider who submitted the note held the BCBA role at submission time. Notes by RBTs and other supervised staff are unchanged, other payers are unchanged, and the supervisor signature block at the bottom is unchanged. Claim attachments already sent stay as they were; a resubmission renders with the rule applied.
Why This Matters
Payer audits compare the note to the claim, and a mismatch in provider credentials is a recoupment argument. Frozen documents remove a whole category of "that is not what we sent" conversations, and the UHC change removes a known reason for one large payer to bounce otherwise clean ABA session notes. Neither change requires any setup.
An MCP Server for AI Assistants (Beta)
VGPM now runs a Model Context Protocol (MCP) server. MCP is the open standard that lets AI systems like Claude connect to software securely, with access scoped to what the connected user is already permitted to see. It is in Beta and not yet available to every practice.
Why This Matters
Practices are already asking AI assistants questions about their own operations, and the honest answer today is that the assistant cannot see the data. A permission-scoped connection is the groundwork for changing that without handing anyone a spreadsheet export. Details on what the connection can do, and how to request Beta access, will follow as it matures.
VGPM 1.82 also includes security hardening, performance improvements, and bug fixes, including a fix for occasional errors when a session note was created twice for the same session.
VGPM is the all-in-one ABA practice management platform built for streamlined operations: billing-optimized, automation-first, and simple enough for teams to learn in hours, at a flat $50 per staff per month. This release gives your billing team back the hours spent clicking through claims one at a time, and gives your clinicians and auditors documents they can trust.
