Custom Form Templates

Portia enables Custom Forms to help you run your business seamlessly. Everything you need to collect for each session is readily available for your team to complete.

There are two categories and six types of Forms in Portia, which have specific purposes.

Learner category forms are specific to the Learner.

Team category forms are specific to the Team Member.

The Learner forms include 5 types of forms:

Learner Profile

Start of Session

In-Session

End of Session

Meeting Forms

and Other

Learner Profile Forms. These forms will appear on the Learner’s Profile Page. Here the Guardian will complete it. These forms are accessible for every Learner and are commonly used to gather more information during Client Intake.

Session Forms are used during one-to-one and group sessions and are completed on the PortiaPro mobile app. These forms include: Start of Session Form, End of Session Form and In-Session Form

Meeting Forms - can only be completed in Meeting Sessions, in PortiaPro, and on the Portia Platform Web Admin

Other - Can be completed on the Portia Platform (web admin only)

Team Forms can be only completed in a Team Member’s Profile. This form type is useful for tracking staff evaluation, supervision hours, and onboarding information.

Forms can include any of the following:

Text, Paragraph, Checkboxes, Multiple Choice, Date, Dropdown List, Time, Number, Email, Address, and Signature

You can select to have an item required. In doing so the Form will not be complete until the required items are filled.

The video shows walks you through the above as well as shows you how to create a Form, and what it looks like on the Portia Pro Mobile App.

There is no limit to the number of Form Templates your clinic has. If you need assistance in building forms please reach out to Portia Support.

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