Therabyte Support
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Knowledge base
General
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
33
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?
View all 33
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
My Office
Dashboard
0
Clients tab (for the practitioner)
11
Adding a Client
Adding Multiple Practitioners to a Client
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Manage 3rd Party contacts
Creating a test client
View all 11
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
View all 11
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
View all 11
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
View all 15
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
View all 16
Invoicing
Invoice
14
Invoicing
Marking Invoice as Paid
Marking Invoice as Submitted
Share an invoice
Personalizing an invoice
View all 14
Contract
2
Manage Contracts
Deleting existing contracts
Billing/Invoicing
0
Online Booking
Appointments
2
Approving or Declining an Appointment
Schedule Video Session - Practitioner
Booking an Appointment
1
Client online booking
Management
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
2
Creating a raw data report
Raw data report generation for Clients with Billable services
Clinic Setup
Settings
11
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
View all 9
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
11
Introduction to the Form Builder
Guide to Accessing and Creating a Form
Sharing Forms to the Client Portal
The significance of a Digital signature on a form
Form Builder 101: What are Basic Fields?
View all 11
Templates
1
Editing system email templates
For your Client - Support Articles
Client Portal Set Up
7
Therabyte Client Portal Setup - Practitioner
Therabyte Client Portal Setup - For your Client
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
View all 7
Self-Intake
1
Self-Intake (for clients)
Online Booking - For Clients
1
Client online booking
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 a Customer Credit Card for the first time
Business Resources
Templates
1
Freebie Templates
Help Desk Software
by Freshdesk