Everything you need to
master the portal

What is the AMC Portal?

The AMC Portal is a centralized management platform for Aura Medical Centers. It handles clinical operations, client management, transportation fleet, billing, and administration — all in one place. It supports multiple levels of care including IOP (Intensive Outpatient Program) and OP (Outpatient), with PHP expansion planned.

Accessing the Portal

Navigation Structure

The portal sidebar provides access to all sections. Your visible sections depend on your assigned role. The Company section appears for Administrators only, and Administration is restricted to Platform-level access.

Overview

The dashboard displays summary statistics relevant to your role — active clients, today's attendance, fleet status, recent activity, and quick-access shortcuts. Administrators see company-wide metrics; clinicians see their assigned caseload.

Clinical Subsections

Service Level Configuration

Each clinical subsection can be configured per service level (IOP vs OP). Fields and requirements differ based on the level of care. Administrators configure which fields are required for each service level under Company Settings.

Roles with Clinical Access

Clinical Director Therapist Administrator

Leads & Referrals

Track prospective clients from first contact through admission. Log referral source, insurance information, and initial contact notes. Convert leads to active clients once admitted.

Client List

The clients list supports multi-select with bulk actions including status changes, bulk discharge, and bulk export. Use the search bar and filters to locate clients by name, ID, service level, or status.

Client Profile

Each client profile contains: demographics, contact information, emergency contacts, insurance details, assigned therapist, service level, admission/discharge dates, and linked clinical records.

Important Notes

Daily Attendance

Log attendance for IOP and OP sessions. Mark clients as Present, Absent, Excused, or Late. Attendance records are linked to billing and clinical documentation requirements.

Fleet Management

The fleet section provides real-time monitoring of all connected Tesla vehicles. The current fleet consists of three vehicles: CHIVICHANA, LUNA, and TORNADO 2.0.

Each vehicle card displays:

• Current state (Online, Asleep, Offline)
• Battery level and estimated range
• Current location (GPS)
• Climate and lock status
• Last sync timestamp

Smart Polling

The fleet uses configurable refresh intervals to balance real-time data with Tesla API cost management. Vehicles in sleep state are polled less frequently to avoid unnecessary wake cycles.

Waking a Vehicle

Vehicle Snapshot History

Vehicle data is automatically saved to the VehicleSnapshots database on every data refresh. This allows the fleet view to display last known data even when vehicles are offline or Tesla API is unavailable.

Map View

The Map tab shows real-time GPS locations of all vehicles on an interactive map. Markers update automatically every 5 seconds while the map tab is active.

Drivers

The Drivers tab manages the driver roster — assignments, license information, and contact details.

Driver Administrator

Overview

The Billing section handles insurance verification, authorization management, claim submission, and ERA/payment posting. Integrations with Availity, Florida Medicaid (FLMMIS), Change Healthcare, and Waystar are planned.

Overview

The Reports section will provide analytics on client census, attendance rates, clinical outcomes, billing performance, and fleet utilization. Advanced analytics and custom report builder are in development.

Profile & Settings

Update your name, contact information, phone number (used for 2FA), and password. Your phone number must be in international format (e.g., +13051234567) for SMS verification to work.

Tasks

View and manage personal tasks assigned to you or created by you. Tasks can be linked to clients or be standalone action items.

General Tab

Configure company profile information: name, NPI number, phone, address, timezone, contact email, fax, and social media links.

Integrations Tab

Enable and configure company-level API integrations. Each integration card shows its connection status and has a toggle to enable/disable.

Other Company Sections

• Users & Staff — Invite users, assign roles, manage status
• Roles & Permissions — View role definitions and permissions matrix
• Templates — Email and document templates
• Logs — Company-level activity and error logs

Platform-Level (Administration)

Configured once by a Platform Administrator and applies to all companies.

Tesla Fleet API — OAuth Flow

SendGrid Email

API Integrations

Read-only catalog of all available integrations across all companies. Shows connection status per integration. Credentials are configured per company under Company → Settings → Integrations. Platform-level integrations (Twilio Verify) are configured here.

Templates

Manage platform-wide email and document templates used across all companies.

System Config

Platform-level configuration settings including environment variables and feature flags.

Platform Logs

System-wide logs with filtering by level (info, warning, error) and category (email, auth, clients, users, system). Use logs to diagnose integration failures, authentication issues, and API errors.

Support

Internal support ticket system for platform issues. Submit tickets to the LDTelecom development team.

I'm not receiving the 2FA SMS code

Ensure your phone number is saved in My Hub → Profile in international format (+13051234567). Use the Resend Code link on the verification screen. If the issue persists, contact your Administrator to verify the Twilio Verify configuration under Administration → API Integrations.

My Tesla vehicle shows "Offline" or "Unknown"

Vehicles go to sleep when idle to preserve battery. Click Wake on the vehicle card. If the vehicle remains offline after 30 seconds, check the Tesla integration status under Company → Settings → Integrations. You may need to re-authorize the OAuth connection.

SendGrid shows "Error" after saving credentials

Verify the API key starts with SG. and has the Mail Send permission enabled in your SendGrid dashboard. Re-enter the credentials and save again.

Can I delete a client record?

No — client deletion is intentionally restricted in the portal UI to protect data integrity and audit trails. If a record must be deleted, contact a Platform Administrator who can perform the deletion through the ZCQL console.

How do I reset a user's password?

Administrators can use Company → Users & Staff to resend a welcome email with a temporary password. Users can also use the Forgot Password link on the login screen.

How often is vehicle location data updated?

When the Map tab is active, vehicle data refreshes every 5 seconds. The Vehicles tab uses smart polling intervals that vary based on vehicle state to minimize Tesla API usage costs.