About this Release New Features on the PortiaPro mobile app and web admin Introducing enhancements for Portia’s new Scheduling System and enabling Capacity Planning. You will now be able to set scheduling limits for your clinic, staff and learners. These include soft Scheduling Limits: Clinic Hours (per day) and Staff Hours (per day & per […]
V5 features update – review sessions, forms, notes and improved design.
New feature: review session, forms and notes improvements and more.
Reinstated functionality and enhanced dashboard calendar.
Curriculum Update – now available in English, French and Spanish.
Release includes: Data Collection Clients: Insurance Billing Clients:
Release includes: Track credentials for renewal and recertificationYou can now track the expiry date of your Team’s credentials. Simply enter the expiry date on the Team Member’s profile page. Portia will send you notifications alerting you of the upcoming expiry. Audits: Session ReportMake changes to the session date and time right on the report by […]
Release includes: Parents can now endorse Custom Reports from the Parent Portal.Greater insight into Learner Schedule with an intuitive Calendar view. Expanded intake lifecycle to properly track the state of each client throughout your intake process. We are aiming to streamline this process for you – to start, “Prospect” has been added as a Learner […]
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