Release Notes 04.21.2025

Portia’s new mobile app (13.3.1) with the Clinical Note Generator streamlines the process of creating detailed and accurate Clinical Notes for Therapists.

The app’s features are designed to save time and ensure consistency, accuracy, and comprehensiveness in documenting session details.

See Instructional Videos

About this Release

Key Features of the Clinical Note Generator

Automatic Progress Summaries
The app generates summaries of the Learner’s progress in several critical areas, including:
- Skill Acquisition
- Manding
- Task Analysis
- Behavior Deceleration Targets
- ABC Data
  The app automatically generates ABC (Antecedent, Behavior, Consequence) data summary.
- Number of Targets Performed: The app counts and tracks the number of targets worked on.
Session Narratives
The Clinical Note Generator automatically combines these summaries and data into intuitive, editable, narrative-style notes. This allows Therapists to quickly finalize and add any additional insights or observations from the session, making the process both efficient and comprehensive.
Integration with Clinic’s Forms (Notes)
The app ensures that all relevant session data is integrated into the clinic’s required forms, ensuring uniformity across documentation and eliminating the need for duplicate data entry.
Flexible Timeframe for Finalization
Therapists can take their time after the session to finalize the session narrative. This gives them a window of time to review and make any necessary edits before submitting the final Clinical Note.

Benefits

Efficiency: Reduces the time spent on manual note-taking and allows Therapists to focus on client interaction and progress.
Accuracy: Ensures that all necessary components of the session are covered and documented correctly.
Consistency: Helps maintain a standard format across all notes, reducing variability and making documentation easier to understand for other team members or supervisors.
Compliance: Meets clinic standards by integrating seamlessly with clinic-specific forms and notes.

By automating these tasks, Portia’s Clinical Note Generator reduces administrative burden while helping to ensure that Therapists can provide the most accurate and comprehensive clinical documentation.

Portia’s Clinical Note Generator: Session Workflow

Therapist Review
- Timeframe to Finalize: The Therapist can submit the Clinical Note after the session data collection submission.
- If a Clinical Note has not been submitted before session data submission:
  - The Clinical Note can still be created, reviewed, and submitted after the session data has been submitted.
  - This allows Therapist additional time to finalize the contents of the Clinical Note.
- If a Clinical Note Has Been Submitted Before Session Data Submission:
  - The Clinical Note can only be edited and resubmitted up to 5 minutes after the scheduled session end time.
Submission
- Once finalized, the Therapist can submit the Clinical Note directly through the app.
- The note is automatically combined with the clinic’s required forms and relevant session data, creating a comprehensive and cohesive Clinical Note for review by supervisors or other team members.

Benefits of the Timeframe

Efficiency with Flexibility: Therapists get the benefit of automatic syncing but still have sufficient time to fine-tune the notes, ensuring accuracy and completeness.

Use Cases

The Clinical Note Generator is loosely coupled with the session data submission. Like the session itself the Clinical Note has its own dedicated submit button. Users can continue to edit and work on the Clinical note after the session has been submitted, provided that they have not submitted the Clinical Note itself. Some examples are illustrated below:

Scenario 1

Therapist Emily has started a Clinical note but has not yet submitted it. Emily has then performed the review and submit of the session. Emily will still be able to work on the Clinical Note and submit it at any time.

Scenario 2

Jen did not start a Clinical note, and her session has force synched at the scheduled end time + 5 minutes. Jen can re-enter the session in the History tab to create and submit the Clinical Note.

Scenario 3

Sam is running a session, and has submitted a Clinical note, but wishes to add more detail to one part of the Clinical Note. Sam can re-enter the Clinical note and edit it as long as it is performed before the session end time.

Scenario 4

Amanda has successfully submitted a Clinical Note and the session has been completed. Since its past the scheduled end time, she is no longer able to edit the Clinical Note through the mobile app. If any changes are needed, she can make updates via the web admin. These updates may include modifications to Target Notes, ABC Notes, and the selection of completed Forms to attach to the Clinical Note.