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Average Ratings 0 Ratings

Total
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

The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AIM No 
Applied Analytics No 
BindHQ No 
Vertafore AMS360 No 

Integrations

AIM Yes 
Applied Analytics Yes 
BindHQ Yes 
Vertafore AMS360 Yes 

Pricing Details

$30/month
Free Trial No 
Free Version No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

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 No 
iPad App No 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Portia International

Country

Canada

Website

www.portiapro.com

Vendor Details

Company Name

ePayPolicy

Founded

2014

Country

United States

Website

epaypolicy.com

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

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

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