Therabyte Support

Getting Started 6

• Therabyte - Getting Started
• Update Practitioner User Account Settings
• Forgot and/or Reset Password
• Filtering system - Search bar
• What makes Therabyte different from Jane app?

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FAQ 59

• 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 2

• Therabyte's Onboarding Packages
• Upgrade Your Therabyte Plan

Dashboard 2

• Dashboard and Widgets
• My Performance (Practitioner)

Clients tab (for the practitioner) 14

• Adding Multiple Practitioners to a Client
• Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
• Managing 3rd Party contacts
• Creating a Test Client
• Setting up the self - intake

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Client Portal 14

• Client portal: A look Inside
• What does my client have access to?
• Therabyte Client Portal Setup - Practitioner
• Therabyte Client Portal Setup - Client's view
• Troubleshooting the Client Portal set up

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Scheduler 12

• Using the 3-Step Scheduler
• Direct or Indirect Client Events/Sessions
• How to Add Multiple Clients to a Session/Event
• Sharing an Assignment to the Client Portal
• To save or sign notes - Scheduler

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Notes 15

• 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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Smart Trees 17

• 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 17

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

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Contract 2

• Creating contracts and/or claims for a funder
• Deleting Existing Contracts

TB Pay (Therabyte Pay) 5

• How to Confirm Successful TB Pay Payments
• Setting up Therabyte Pay (TB Pay)
• TB Pay – Payment Failed Errors & How to Resolve Them
• Entering your client's Credit Card details for the first time
• Troubleshooting HSA Card Issues in Therabyte Pay

Wallets 6

• Transferring Wallet Funds
• General Wallets
• Creating a Wallet Fund Request
• Understanding Wallets in Therabyte
• Contract Wallets

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Appointments 6

• Approving or Declining an Appointment
• Schedule Video Session - Practitioner
• Online Booking Settings
• How to Setup Online Booking
• How to Approve Online Booking Appointments made by Clients

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Booking an Appointment 1

• Online Booking (For the client)

Clinic Users 8

• Adding a new clinic user (Practitioner)
• Clinic User's Status
• Adding a Practitioner Student
• Upgrading Student Practitioner to Practitioner
• Clinic User Roles

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Teams 5

• Manager role
• Manage the list of Disciplines
• Teams - Performance Analysis
• How to create a Crew within my clinic
• Team Clinic Settings - Scheduler & Notes

Raw Data reports 3

• Creating a raw data report
• Raw data report generation for Clients with Billable services
• Raw Data Reports: Mileage

Settings 16

• Update Practitioner User Account Settings
• General Settings
• Setting up your Time Zone
• Manage Hours of operation for online booking
• Scheduler Settings

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Landing Page 4

• Set up your Landing Page
• Manage Landing Page Settings
• Connecting to an existing website
• How to Disable Your Clinic Address on the Landing Page

Services 8

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

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Funders 1

• Adding a Funder

Subscription 2

• Upgrading your Therabyte subscription and billing information
• Introduction to Stripe and Subscription Tab

Form Builder 14

• Introduction to the Form Builder
• Guide to Accessing and Creating Therabyte Forms
• How to share a Form to the Client
• The significance of a Digital signature on a form
• Form Builder 101: What are Basic Fields?

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Templates 2

• Editing System Email Templates
• Email Templates

Programs 3

• Setting up Programs
• Manage Program Coupons
• Programs: Billing Settings

Client Portal Set Up 7

• Therabyte Client Portal Setup - Practitioner
• Therabyte Client Portal Setup - For Clients
• What if my client doesn't get the account set up email?
• What if my client can log in, but can't access the video session?
• Setting a password for your client

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Self-Intake 2

• Self-Intake (for clients)
• Downloading Submitted Forms via the Client Portal

Online Booking - For Clients 2

• Client Online Booking
• How to Check Previous Appointments from the Client Portal

Form Builder 1

• How to access Forms in the client portal - Client View

TB Pay - Client Portal 2

• Paying An Invoice From The Client Portal
• Adding Credit Card Details (For Clients)

Templates 1

• Freebie Templates

Therabyte Meet 20

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

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Billing/Invoicing 1

• U.S. 1099 Tax Forms