Therapist Account
How to view hours worked
As a therapist, you may want to view your hours worked with the clients. To do so, log into the web admin on a desktop computer. Go to My Profile then to My Schedule. You can view the schedule by Month, Week or Day. The Scheduled Time for the session ...
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 ...
Collecting Data - How to use the Portia mobile app
The PortiaPro data collection mobile app is available on both iOS (Apple) and Android devices. The Portia Mobile App How to Guide can be found via this link: https://portia.zohodesk.com/portal/en/kb/articles/portia-pro-mobile-app-user-guide GPS ...
How to add a form on the web admin
1. On the Learner's Profile (does not attach to a session) 2. On the Master Schedule (does not attach to a session) To add a Form on the Master Schedule, you must have Scheduler Permission enabled on your account.
How to edit a form on the web admin
Select the Learner’ s Profile Click the Forms Tab Here you will see the Completed Forms. To view Draft Forms press the View Drafts Button Select the Form you wish to edit and press ‘Edit’ After completing the correct edits, scroll to the bottom of ...