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My Office
Dashboard
1
Dashboard and Widgets
Clients tab (for the practitioner)
13
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 13
Client Portal
15
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 15
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
12
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
View all 12
Therabyte Meet
16
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 16
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
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