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 

Scroll down and SAVE your changes.

• Related Articles

• Accessing the Master Schedule

  Clinical Directors can grant access to the Master Schedule for Team members.

• Schedule is blank

  If your schedule is blank on the Master Schedule, first look to see if you have the Published scheduled checked. Also check to see what filters you have selected (i.e., all locations, or just one, all types of sessions, all staff, all learners etc.) ...

• Master Schedule - Enhanced Scheduling and Availability Management

  Portia’s Scheduling System & Capacity Planning. Here you can set scheduling limits for your clinic, staff, and learners. These include soft Scheduling Limits: Clinic Hours (per day) and Staff Hours (per day & per week) and Learner Availability (per ...

• Locations and Rooms - Setting the Schedule for each location

  Locations and Rooms is where you will add additional locations and set the designated work hours for each location. In this article we will discuss how to add a location, set the designated works hours per day and the maximum hours you wish your ...

• Messaging

  Being able to communicate with people in your clinic is incredibly important and we have a comprehensive messaging system to not only be usable, but effective. To access Messages, go to Messages on the Left Menu. Mobile App users can also access ...