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What is Portia?

Portia offers a groundbreaking therapy-driven ABA software tailored for ABA clinics, merging practice management, electronic medical records, insurance billing, curriculum creation, and data collection into a singular, integrated solution. Alongside this, the PortiaPro mobile application is available for both Apple and Android platforms, featuring complete offline capabilities. This means that even users lacking a cellular connection or Wi-Fi at a client's location can preload sessions to maintain service continuity. Furthermore, the app captures GPS data and updates the Portia server with new information every thirty seconds, enabling Board Certified Behavior Analysts to monitor incoming data almost in real-time. Each data entry is time-stamped, ensuring accurate tracking of when the information was gathered. Users benefit from the ability to adjust both scheduled and actual session times, which enhances the overall management process's flexibility and precision. Such a comprehensive system guarantees that ABA clinics function efficiently and uphold the highest standards of care for their clients, thereby fostering a more effective therapeutic environment. This innovative approach ultimately aims to improve outcomes for both practitioners and clients alike.

What is PlanSource?

Elevate every aspect of your benefits program with PlanSource, which allows you to connect with employees through customized messaging and communication strategies that can be adapted for different groups and automatically distributed through email, text, mobile applications, and other channels. Our platform simplifies self-billing and invoice reconciliation, drastically reducing the time spent on auditing and correcting insurance bills each month, which in turn fosters a more efficient workflow. With robust compliance solutions, you can have peace of mind regarding ACA measurement and reporting, COBRA administration, eligibility requirements, and much more. Our streamlined workflows and real-time integrations facilitate an enrollment process designed to boost engagement and participation in your plans. The fully mobile experience offered through our app and website makes it easy for employees to explore benefits, akin to the convenience of online shopping. By eliminating manual tasks and minimizing HR administrative burdens, you can realize genuine end-to-end automation in your benefits system. This transformation not only enhances employee satisfaction but also significantly improves the overall effectiveness of your benefits administration while fostering a culture of engagement and support throughout your organization.

Media

Media

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
SAP Store
Wisely by ADP

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
SAP Store
Wisely by ADP

API Availability

Has API

API Availability

Has API

Pricing Information

$30/month
Free Trial Offered?
Free Version

Pricing Information

$4 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portia International

Company Location

Canada

Company Website

www.portiapro.com

Company Facts

Organization Name

PlanSource

Date Founded

2008

Company Location

United States

Company Website

www.plansource.com

Categories and 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

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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