Scheduling a repeating session for a Learner
How to schedule a repeating session on the master schedule.
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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 ...
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 ...
How to add Team Members to a Learner's Team
Click on the 'Learner' tab on the left menu and find your Learner. You can access the Therapist Team on this quick link or within the Learner's Account under the 'Team" tab. There are 3 roles within each Team: Clinical Supervisor-assign one Clinical ...
Session Report Configuration
Clinical Directors can set the Session Report to show / hide various features such has hiding check in and out times, Task Messages and Target Messages. To set this configuration, go to Settings -> Configurations -> Clinic Configurations Scroll down ...
Learner Profile Pictures
To upload a profile picture of a Learner, first ensure the image is square. You can do this by taking a square screenshot of the Learner's face. Open the Learner's Profile page, click Choose File under Learner Photo. Upload the photo Remember to ...