Role-Aware Layout
The dashboard displays only the widgets a user has permission to see. Billing staff see claims and invoices. Supervisors see incomplete timesheets. BCBAs see their session notes. No clutter, no irrelevant numbers.
Operational Intelligence, Not Black-Box Analytics
ABA Reporting Software Built for Operational Clarity
You do not need a BI team to run a healthy ABA practice. You need to see which claims need work today, which authorizations expire this week, which notes are blocking billing, and whose license is about to lapse. VGPM puts that view on one dashboard.
9 Widgets
One Operational View
Calendar, claims, invoices, tasks, unsigned notes, timesheets, messages, and license compliance on a role-aware dashboard
Same-Day
Issue Surfacing
Rejections, past-due invoices, and unsigned notes appear the next time someone loads the dashboard, not in next week's report
Role-Aware
Widgets Match the Job
BCBAs see their sessions, billing sees problem claims, supervisors see overdue timesheets. No noise, no custom reports to build.
Operational Dashboards
What Does an ABA Practice Dashboard Actually Show You?
The VGPM dashboard surfaces the daily operational signals your team acts on: claims in rejection, invoices past due, session notes blocking billing, timesheets overdue, tasks due, today's calendar, and license expirations. Each widget opens directly into the full page for the work. It pairs with the underlying billing, authorization, and credential pages so nothing falls through the cracks.
Claims
7 issues
Rejected or in review
Invoices
12 past-due
$4,210 outstanding
Unsigned Notes
3 clients
Blocking billing
Timesheets
2 employees
Overdue entries
Tasks
5 open
High priority first
One-Click Drill-Down
Every widget has a "View Full" or "View All" button that opens the full page for deeper work. Clicking a claim row opens the claim timeline, clicking an invoice previews the full invoice. Start at the summary, finish in the detail.
Daily Morning Workflow
Staff log in and see what needs attention today: rejected claims, past-due invoices, unsigned notes, overdue timesheets. No separate report to run, no email digest to parse. The operational picture loads with the page.
Guardian-Safe Views
Parents and caregivers see a separate simplified dashboard with only their client's calendar, tasks, and messages. Operational widgets (claims, invoices, timesheets, unsigned notes) never appear in the guardian view.
One Dashboard, Two Audiences
Employees see the full operational dashboard: claims, invoices, unsigned notes, incomplete timesheets, and license expirations alongside their calendar and tasks. Parents and caregivers see a separate guardian view with only their client's schedule, tasks, and messages. Billing and compliance data stays inside the employee dashboard where it belongs.
Licenses Report
Export
License: All Types
Office: All
Sort: Expires Soonest
Patel, AshaBCBA · North
Jun 2, 2026Rodriguez, JavierRBT · North
May 4, 2026Thompson, RileyCPR / First Aid · South
Apr 28, 2026Kim, GraceState License · Central
Aug 15, 2026Compliance Reports
How Do You Track Credentials Across the Team?
The Licenses Report filters by license type (RBT, BCBA, state license, CPR and First Aid) and office, sorts by expiration date, and exports filtered data for audit documentation. It aggregates what lives on individual employee credential records into a single compliance view you can scan in minutes.
Filter by license type Filter by office location Download for audits
Claims Reporting Lives Inside the Billing Page
The Claims List is where claims-level reporting happens: 12 status filters, payer and provider filters, a Totals panel that updates as you filter, and dual CSV exports (claim summary or line-item detail). For the full breakdown of the claims workflow, see ABA billing software.
Industry Context
Why ABA Reporting Is Harder Than It Looks
ABA is not a single-service specialty you can report on with a generic practice dashboard. These are the reporting realities that trip up general-purpose tools, and the reason purpose-built ABA software exists.
Authorization-Unit Accounting
Every ABA session consumes units against a specific authorization. If your reporting cannot tie sessions to the right auth and show remaining units, you will over-bill silently and eat the recoupment 90 days later. Generic practice dashboards rarely know what an authorization is.
Funder-Varying Compliance Documentation
Medicaid wants one packet, commercial payers want another, state boards want a third. Your system has to surface who is missing what, by payer, without a side spreadsheet. Compliance reporting in ABA is not one checklist, it is several overlapping ones.
Session-by-Session Documentation Standards
Claims cannot go out until session notes are signed. A healthy practice sees unsigned-note counts every day, by client and by provider, before the backlog starts eating timely filing windows. Weekly reports do not catch this fast enough.
Credential Expiration Cascade
An RBT whose certification lapses does not just block that RBT. Depending on the payer, it can invalidate every session they delivered since the lapse date. You need expiration visibility across the whole team, by office, weeks before the date, not after.
Payer-Specific Claim Error Patterns
One payer's rejection pattern, a bad modifier, a missing NPI, a wrong place of service, will repeat across dozens of claims silently. Rejections have to surface on a dashboard where billing staff actually look, not in an ERA file nobody reads.
Real-World Scenarios
How Operational Dashboards Catch Problems Early
These are not hypotheticals. They are the signals ABA practices miss when reporting lives in weekly exports instead of on a dashboard staff actually see.
Caught: BCBS rejections before they crossed 30 days
The Claim Rejection Pattern Catch
1
Morning Dashboard
Maria, a billing director at a 42-staff practice, logs in and sees the Claims widget flagging 8 claims tagged "Rejected" from yesterday.
2
Open Claims List
She clicks into the full Claims List, filters by payer (BCBS) and status (rejected), and sees all 8 rejections are the same issue: wrong place of service modifier.
3
Batch Correct
Maria fixes the modifier on all 8 claims in a single operation, adds a "BCBS Issue" tag to watch the pattern, and batch-resubmits.
4
Tag the Pattern
She creates a follow-up task to audit the next 50 BCBS claims for the same modifier before they go out.
Eight claims fixed in ten minutes, well before timely filing stress. The pattern would have hit 40 more claims if it ran another two weeks before anyone caught it.
Prevented: $6,800 in sessions against an expired auth
The Authorization Expiration Save
1
Task Widget Alert
Dr. Patel, a clinical director across three offices, sees an automated task on the dashboard: a client's authorization expires in 9 days.
2
Open Client Profile
She clicks through to the client profile and sees 6 sessions scheduled inside the expiring auth window, worth about $6,800.
3
Request Renewal
Dr. Patel initiates a renewal request with the payer, attaching the documentation needed for approval.
4
Reschedule the Gap
She reschedules 2 sessions outside the expiration window and messages the BCBA to confirm the client's calendar.
No sessions delivered under an expired auth. The practice kept $6,800 of clean billable revenue instead of eating a recoupment a quarter later.
The Transformation
From Spreadsheet Archaeology to One Operational View
Without VGPM
With VGPM
Spreadsheets pulled weekly from disconnected tools: claims export here, AR aging there, timesheet lists somewhere else
One role-aware dashboard that loads the operational picture the moment staff logs in, no spreadsheets required
Rejected claims discovered when ERAs are reconciled at month end, 3 to 6 weeks after the payer sent them back
Claims with issues surface on the billing dashboard the same day the rejection posts, with status and tag visible at a glance
License expirations tracked in a shared Google Sheet nobody updates until a payer audit is coming
Licenses Report filterable by license type and office, sortable by expiration date, exportable for audit documentation
Past-due invoices buried in a report nobody runs until the owner asks about cash flow
Past-due invoices widget on the finance dashboard, aging visible, one click into the invoice for collection follow-up
Authorization expirations remembered by whichever BCBA happens to notice on the client profile
Auth expiration tasks on the dashboard, visible to clinical leadership and billing together, with enough lead time to request renewals
Want someone else watching the dashboard every morning? VG Soft Co's Revenue Cycle Management service takes the operational signals VGPM surfaces (claim rejections, aging AR, past-due invoices) and acts on them for you. Your team focuses on scheduling and clinical work. We handle the claims follow-up the dashboard surfaces.
What ABA Practices Are Saying
Using the AI session notes features is saving me hours a week when it comes to documentation. And it does a great job.
Our therapist used to be weeks behind on documentation. VGPM makes it so easy, they are now finishing by the end of the session.
The automated billing make billing easy enough that I don't need to hire someone to do it full time.
I've never had a software company actually build something I asked for before.
It's so nice that VGPM has everything built in, unlike our last software that just had a bunch of integrations.
The scheduling locks saved us from a nightmare. We had an RBT working under an expired authorization for two weeks before we caught it at our old software. That can't happen in VGPM.
I can finally see where every dollar is in the revenue cycle without pulling reports from three different systems. The claims page alone was worth switching.
Data collection is actually usable with one hand during a session. I used to dread graphing at the end of the day. Now it's already done by the time I walk out.
We switched from CentralReach and we migrated everything in under three weeks. There were a few hiccups with payer setups, but they resolved them fast.
Denials used to pile up and I had no idea which ones to chase first. VGPM makes it easy to prioritize and manage them. I'm actually caught up for once.
The flat $50 per staff pricing is what got me to look, but the authorization tracking is what sold me. We stopped losing money on sessions that shouldn't have been scheduled.
Parents love the client portal. They can see upcoming sessions, review session notes, and pay their invoices without calling us. It cut our front desk phone volume in half.
Frequently Asked Questions
Yes. The Licenses Report exports filtered credential data (by license type and office). The Claims List exports two CSV formats: a claims summary (one row per claim with totals) or line-item detail (one row per claim item). Both exports respect your active filters, so month-end close matches what you see on screen.
No. VGPM does not forecast revenue and does not project future cash flow. What VGPM does do is show every unbilled session, every rejected claim, every past-due invoice, and every aging AR bucket in the present tense, so you know today what your revenue position actually is. If you need formal financial forecasting, you will want that in your accounting system or a dedicated BI tool.
Not today. VGPM's dashboard is role-aware rather than user-customizable: billing staff see claims and invoices, supervisors see timesheets and unsigned notes, clinical leadership sees calendar and tasks. If you are shopping specifically for a drag-and-drop KPI builder, that is not what VGPM is. If you want operational signals surfaced daily without building anything, that is exactly what it does.
The Licenses Report (credential compliance, filterable by license type and office), the Claims List with 12 claim statuses and dual CSV exports, the Invoices view with past-due aging, the Timesheets page for overdue entries, and the role-aware Dashboard widgets that surface all of this the moment someone logs in. Every widget has a "View Full" or "View All" button that opens the full page for deeper work.
Dashboard widgets pull current data from the database each time the page loads. There is no nightly batch and no data lag. When a claim is rejected by a payer, when an invoice crosses past-due, or when a session note is signed, the next dashboard view reflects it. For updates during a long session at the same screen, a browser refresh pulls the latest.
Yes. The Licenses Report filters by office so you can check credential compliance at a specific location, and dashboard widgets aggregate across all offices the user has permission to see. If you run multiple locations, you can drill into one or stay at the practice level. Access follows role permissions, so a single-office manager sees only their office while an administrator sees everything.
No. Guardians see a simplified dashboard with only their client's calendar, tasks, and recent messages. Operational reporting widgets (claims, invoices, timesheets, unsigned notes, incomplete timesheets) are hidden from the guardian role. Billing and compliance data stays inside the employee view, where it belongs.
See the Dashboard That Runs Your Morning
Book a walkthrough and we will show you the exact screen your billing team, your supervisors, and your clinical directors see when they log in. No custom report building, no BI project, just operational signals on a single page.