Settings
How to add data to a session after the session has processed
Data can be added directly to a session data package on the Admin Web Portal after the session has processed. The session's process time is this: the scheduled end time plus 8 minutes. To add data, click on the session calendar card and select the ...
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 ...
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 ...
Completing Forms for Learners
Clinical Director accounts can create form templates and complete the forms via 3 ways. 1. Completing the Form during the session 2.. Add a form to the session via the Calendar card on the schedule 3. On the Learner’s Form Page Clinical Directors and ...
Team Member did not receive email invite
The Team Member's email address must be set up prior to the Portia Team Member (User Account) can be set up. We are in compliance with Anti-spamming laws. We will not resend to a known non-existent email address until the email address is verified. ...
Accessing the Master Schedule
Clinical Directors can grant access to the Master Schedule for Team members.
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 ...
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 ...
Targets And Tasks - Reordering Within A Program
You can sort Targets and Tasks by dragging them up or down. Moving Targets will allow you to prioritize the order that they will be introduced. Click (and hold) on the 3 lines to the left of the Task or Target name and move your mouse up or down.
Generalization Criteria
Once a Target has been Mastered in Acquisition it will show in Generalization in the next therapy session. Generalization Targets will be greyed out on the web admin (you can still access them). They will appear on the handheld as ‘Generalization’. ...
Targets - Adding New
To add new Targets, click on 'View Targets' within the Task. Next, press on ‘Add New Target’. HINT: When adding multiple new targets, add each target and then use the ‘Select all’ and 'Edit' feature to modify the criteria... saves you time! * You can ...
Task Analysis
Set a Task Type to 'Task Analysis' on the 'Edit Task' screen. Remember to select the Task Analysis Type (Total Task Presentation, Forward Chaining or Backward Chaining). All of the Targets will appear on the main target screen on the mobile app – you ...
Mand Frequency
Make a Task a Mand Frequency Task by Selecting 'Mand Frequency' under Task Type. The Task Name is the title of what will appear on the mobile app in the Mand Frequency section. i.e., Task Name 'Mands using what questions" will show 'Mands using what ...
Managing Tasks And Targets
Once you have added a new Task(s), the Task Status will be ‘On Hold’ until you complete your task information and change the status to ‘Active’. There is an 'Edit' button on the right hand side of your Task name, i.e. RL-01 Follows one-step receptive ...
Task Types
There are 4 Task Types as follows: Skill Acquisition Task Analysis Mand Frequency Behavior Deceleration Skill Acquisition Applies to most of your programs, the Targets will show on the main screen of the mobile app. Data Types are: Probe (and with ...
Reports
Clinical Directors, Behavior Analysts and Therapist Admin are able to view Learner’s program reports. To learn more about these settings, please refer to the Permission Matrix. You can access these reports by clicking the ‘Reports’ tab in your ...
Learner Forms
Click on the Learners Profile, and then click on Forms. Here you can fill out a new form or edit an existing one. Should you want to complete a new form, click on “Fill Out Form”. Already completed forms will be available to be viewed, deleted or ...
Targets
Begin by clicking 'View Targets', which is located under each Task. All targets are set at default to have the following lifecycle: Acquisition -> Generalization -> Maintenance -> Complete You can change the Target Lifecycle by editing each target. ...
Phaselines
Learner phaselines allow you to easily add phaselines to a learner’s entire program, or a specific task/target graphs. The system will generate phaselines for targets and tasks as they hit milestones. Program Phaselines - will be added to all the ...
Duplicating a Target
You can replicate the exact data criteria of an existing target by clicking the ‘Duplicate’ button, which appears beside the ‘Edit’ button on the individual target screen. Once you click on duplicate, an exact copy of the target will appear with ...
Behavior Deceleration
Make a Task a Behavior Deceleration Task by Selecting Behavior Deceleration under Task Type. Once a task type is selected as Behavior Deceleration a BIP (Behavior Intervention Plan) template will be available, including “how to” instructions that can ...
Baseline Data
Baseline In your Learner's program you are able to put Targets on Baseline by choosing 'Baseline' as your 'Target Status'. A Target with the status of Baseline will always show on the handheld, and will remain visible in each and every session until ...
Data Types
Portia offers a variety of target data type options. The following information is designed to help you navigate understand your options. Count Count allows you to track the number of occurrences of a target behavior. For most count targets duration ...
Adding a Custom Task in a Learners Program
If you plan to use a Task again for another Learner it is wise to enter it in a curriculum. Go to 'Curriculum' on the left menu bar. NOTE: You can import your curriculum via the import Curriculum button - here you will download a csv file to user as ...
Adding a Custom Task in a Learners Program
Click on the 'Learner' tab on the left menu and find your Learner. Click on your Learner's Name to open their information OR on the Learner's Page you can access the Program page via the book icon. You can add a new task directly in a Learner's ...
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 ...
How to add images to Targets
The image library is a feature that includes over 1,000 pictures and images that you can add to a target in Learner’s program. You can use on of Portia’s images, images from your Faculty Library or images that are in the individual Learner’s Folder. ...