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Description
The Location CRM Application enables teams to efficiently save, manage, and repurpose specific GPS coordinates for their everyday tasks. Each customer site, point of visit, or job location is precisely recorded and can be associated directly with various tasks. This ensures that teams are always aware of their destination without the need to repeatedly look up addresses. Additionally, managers have the capability to allocate saved locations, monitor visits, and confirm work through time-stamped GPS information, which enhances clarity, organization, and dependability in field operations. Moreover, this tool significantly streamlines workflow and improves overall productivity for teams in the field.
Description
Portia is an innovative therapy-first ABA software designed specifically for ABA clinics, integrating practice management, electronic medical records, insurance billing, curriculum development, and data collection into one cohesive platform. The accompanying PortiaPro mobile app is accessible on both Apple and Android devices and boasts full offline functionality. For users without a cellular plan or Wi-Fi access at a client's residence, the app can be pre-loaded with sessions to ensure continuity. Additionally, the app records GPS locations and synchronizes captured data to the Portia server every thirty seconds, allowing BCBAs to observe incoming data in nearly real-time. Each entry includes a time stamp, providing precise details on when recordings were made. Users can also view and modify both the scheduled and actual session times, enhancing the flexibility and accuracy of the management process. This comprehensive approach ensures that ABA clinics can operate efficiently while maintaining high standards in client care.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$30/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Location CRM
Founded
2017
Country
United States
Website
locationcrm.com
Vendor Details
Company Name
Portia International
Country
Canada
Website
www.portiapro.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Applied Behavior Analysis (ABA)
ABA Data Collection
Appointment Management
Assessments
Billing & Invoicing
Document Management
Insurance Management
Learning Management
Mobile Access
Practice Management
Program Management
Progress Tracking
Reporting / Analytics
Medical Practice Management
Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling