Therabyte Support

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

View all 14

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

View all 14

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

View all 17