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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

TherapyCRM is a web-based practice management platform for Canadian pediatric and autism therapy teams outside Quebec. Its ABA workflow supports recording trial data for prepared sessions during interrupted connectivity, then syncing when the connection returns, alongside treatment plans and progress tracking. Speech-language pathology, occupational therapy and physiotherapy teams can manage their appointments and records in the same practice. Clinician and branch calendars, SOAP-style notes, documentation review and invoicing cover the administrative path from a scheduled visit to a completed session. A family portal handles upcoming visits, messages, forms and invoices, with companion iPhone and iPad apps for families and check-in. Data Inn Inc. builds TherapyCRM in Mississauga. The software works in English and does not provide telehealth or submit insurance or OAP claims.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar No 
Stripe No 

Integrations

Google Calendar Yes 
Stripe Yes 

Pricing Details

$30/month
Free Trial No 
Free Version No 

Pricing Details

$49.99 CAD/month
Two plans, billed in Canadian dollars: Essential CA$49.99 per month or CA$499.99 per year; Growth CA$149.99 per month or CA$1,499.99 per year. A free trial is available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Portia International

Country

Canada

Website

www.portiapro.com

Vendor Details

Company Name

Data Inn Inc.

Founded

2020

Country

Canada

Website

therapycrm.io

Product Features

Applied Behavior Analysis (ABA)

ABA Data Collection Yes 
Appointment Management Yes 
Assessments Yes 
Billing & Invoicing Yes 
Document Management Yes 
Insurance Management Yes 
Learning Management Yes 
Mobile Access Yes 
Practice Management Yes 
Program Management No 
Progress Tracking Yes 
Reporting / Analytics Yes 

Medical Practice Management

Claims Management Yes 
E-Prescribing No 
EMR / EHR No 
HIPAA Compliant Yes 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office No 
Multi-Physician No 
Patient Billing No 
Patient Portal No 
Patient Records Yes 
Patient Registration No 
Patient Scheduling Yes 
Physician Scheduling Yes 

Product Features

Applied Behavior Analysis (ABA)

ABA Data Collection Yes 
Appointment Management Yes 
Assessments Yes 
Billing & Invoicing Yes 
Document Management Yes 
Insurance Management No 
Learning Management No 
Mobile Access Yes 
Practice Management Yes 
Program Management Yes 
Progress Tracking Yes 
Reporting / Analytics Yes 

Occupational Therapy

Assessment Management Yes 
Billing & Invoicing Yes 
Care Plan Management Yes 
Insurance Management No 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling Yes 
Practice Management Yes 
Progress Tracking Yes 

Speech Therapy

Assessment Management Yes 
Billing & Invoicing Yes 
Care Plan Management Yes 
Insurance Management No 
Patient Scheduling Yes 
Progress Tracking Yes 
SOAP Notes Yes 

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