Therabyte Support

Clients tab (for the practitioner) 8

• 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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