Recent Articles
Clinical Notes
Please view the video and the article below. Key Features of the Clinical Note Generator 1. Automatic Progress Summaries The app generates summaries of the Learner’s progress in several critical areas, including: Skill Acquisition Manding Task ...
New employee is not receiving email invitation
When adding a new employee to Portia, ensure that the employee's email is set up prior to creating their Portia account. If this is not done, the user's invite will receive a hard bounce from our email server, and their email is automatically added ...
Change a Code on a Session
Changing a code on a session must be completed on the Claims Page. Go to the Learner's Insurance Tab and click on Create Claims. Find the session you wish to change. Click the button Mark Un-Billable, this removes the current code from the session ...
Enabling Users to Schedule on the Mobile App
The Clinical Director Level Accounts can enable this feature by going to Settings -> Configurations - User Configurations. Therapist Configurations - Therapists can schedule Select YES to allow a Therapist to schedule on the Portia Pro mobile app ...
How to record a session's data without using the mobile app
Transcript: In this video, we will show you how to record a session's data without using the mobile app. Schedule your session for the real-time. It was performed. As the session time is in the past, the session will automatically go to completed ...
Popular Articles
Portia Pro V5 Mobile App User Guide
Current Version 13.3.3 The PortiaPro data collection mobile app is available on both iOS (Apple) and Android devices. Below are a series of videos to show you how to use the mobile app. 1. Intro to Portia Pro Mobile App (1:19) 2. Logging in (0:27) 3. ...
Maintenance Criteria
Within Maintenance you can create a schedule for targets to be tested. Once the Target is complete in Maintenance it will progress to COMPLETED and will not show on the mobile app again. If the schedule is set to 'None', the Target will appear each ...
Clinical Director Account Training
These videos walk you through how to use Portia Software. Welcome to Portia Welcome email, changing password and Chrome Browser. My Profile Tab How to complete your Profile, Change your password, Schedule, Notifications, Staff Forms and Learner Teams ...
Therapist Account Training - Web Admin
Therapist Account - How to navigate Portia web admin Video Script: Portia has various user levels with a varying levels of access. In this video we will discuss the Therapist level account. To set up your account, you will receive a welcome email ...
Setting up your Portia Account - Clinic Owner - My Profile
In this article, we will discuss how to enter your profile information. You can watch the video or follow the steps below Let’s start by setting up your Profile When you first log in, you will be brought to the main Dashboard. On the Left Menu, click ...