Therabyte Support

Getting Started 6

• Therabyte - Getting Started
• TB Meet - Getting Started
• Update Practitioner User Account Settings
• Forgot and/or Reset Password
• Filtering system - Search bar

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FAQ 17

• Is there a mobile app?
• What is the data upload limit?
• Text editor - Copy and Paste
• Does Therabyte have an Offline option?
• What is a Hard Reload and how do I perform one?

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Webinar Archive 3

• Customer Webinar - Year - January 8, 2021
• Customer webinar - Invoicing - February 10, 2021
• Customer Webinar - Q and A - March 16, 2021

Onboarding 1

• Therabyte's "Done with You" Onboarding Packages

Dashboard 0

Clients tab (for the practitioner) 10

• Adding a Client
• Adding a Client to Waitlist (Practitioner side)
• Adding Multiple Practitioners to a Client
• Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
• Manage 3rd Party contacts

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Client Portal 11

• Client portal: A look Inside
• Signing a Form: Options for Clients
• What does my client have access to?
• Therabyte Client Portal Setup - Practitioner
• Therabyte Client Portal Setup - Client view

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Scheduler 11

• Using the 3-Step Scheduler
• Creating a scheduled client event
• Setting up Direct or Indirect Client Events
• Adding Multiple Clients to a Group Session
• Share Homework to the Client Portal

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Notes 11

• Creating a note in - Notes Tab
• Note Editor features
• Sharing a note - client portal
• Creating a note in the client chart modal
• Creating a note in the Scheduler

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Therabyte Meet 15

• Getting Started with TB Meet
• TB Meet - Practitioner's View
• Creating a Video Session event
• Join Video Session - Practitioner
• Join a Video Session - Client

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Smart Trees 16

• What is a smart tree?
• Setting up your Smart Trees
• Editing and sorting your Smart Trees
• Adding leaf goals to a session - Scheduler
• Recording the goal Outcome(s) - Scheduler

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Invoice 13

• Invoicing
• Marking Invoice as Paid
• Marking Invoice as Submitted
• Share an invoice
• Personalizing an invoice

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Contract 1

• Manage Contracts

Billing/Invoicing 0

Appointments 2

• Approving or Declining an Appointment
• Schedule Video Session - Practitioner

Booking an Appointment 1

• Client online booking

Clinic Users 4

• Adding a new clinic user (practitioner)
• Removing a clinic user
• Adding a Practitioner Student
• Upgrading a student account to a Practitioner

Teams 4

• Manager role
• Manage the list of Disciplines
• Team Clinic Settings
• How to create a Team within my clinic

Raw Data reports 1

• Creating a raw data report

Settings 10

• Update Practitioner User Account Settings
• Forgot and/or Reset Password
• General Settings
• Setting up your Time Zone
• Scheduler Settings

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Landing Page 4

• Set up your Landing Page
• Manage Website Settings
• Connecting to an existing website
• Manage Hours of operation for Online Booking

Services 9

• Setting up Services
• Anatomy of Services
• Create a Non-billable service
• Archiving services
• Adding services to your website

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Funders 2

• Adding a funder
• Creating contracts and/or claims for a funder

Subscription 3

• Update your Therabyte subscription billing Information
• Upgrading user account on the Subscription tab
• Introduction to Stripe and Subscription Tab

Form Builder 10

• Introduction to the Form Builder
• How to access and create a Form
• Sharing forms to the client portal
• The significance of a Digital signature on a form
• Form Builder 101: What are Basic Fields?

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Templates 1

• Editing system email templates

Client Portal Set Up 3

• Therabyte Client Portal Setup - For your Client
• Troubleshooting the Client Portal set up - client view
• Setting a password for your client

Self-Intake 1

• Self-Intake (for clients)

online booking - for clients 1

• Client online booking

Form Builder 2

• How to access Forms in the client portal - Client View
• Replicate an Intake Form using Bookmarked Blocks

TB Pay - Client Portal 1

• Paying An Invoice From The Client Portal

Templates 1

• Freebie Templates