Questions answered in this article:

  • How do I add new practitioners or users to my clinic?

  • How do I set a temporary password for the members of my clinic?

  • What are the steps I should follow to allow Multi-Factor Authentication (MFA) for my clinic and the team members for a more secure account?

View the instructional video(s) on this topic below:

Related articles:


Note:

  • Solo or Solo+ plan restricts adding practitioners unless you upgrade to a Teams plan.

  • Adding student practitioner accounts is FREE for all plans.


The Accounts User Modal for practitioners have 3 tabs:


  1. My Clinic - This is where you can see all associated clients of your team members. Clicking on the client name redirects to the client chart modal.

  2. Sessions - The Timesheet feature will show up on this tab.

  3. Accounts - This is where you can set a practitioner as active or inactive, add their registration number, set up google two-factor authentication, set up passwords, enable email notification settings and manage the user roles.

 

Adding a new Practitioner to your clinic

  1. Navigate to Clinic Users under Management menu found on the left side of your screen.


  1. Notice the Users page has 2 tabs, you can switch from either tabs to view the user list according to their status

  1. Active tab - This is where all active practitioners, parents/guardians, and contacts are listed.

  2. Inactive tab - This list shows all users whose status has been changed to inactive. These users are no longer using Therabyte.

 

  1. To add a new practitioner or clinic user, select the New Staff Dropdown menu and choose the option New Staff to open the Practitioner modal.


4. Fill out the necessary details in the Practitioner modal.



5. Click Save to close the modal, or click Save & Continue to open the Account modal of the practitioner.

 

Account Modal of the practitioner - My Clinic


In the My Clinic section, you can view the clients assigned to each practitioner. Clicking on a client's name will redirect you to their client chart modal.


To grant a practitioner access to their account, click on Send Welcome Email. The practitioner will receive a welcome email and can then set up their login details for their Therabyte account.


 

 

Account Tab

  1. Fill in the details of the required fields, consisting of the following:

  2. Status - Select an option to set a user as active or inactive.

  3. Registration or License # - Input the registration number of the practitioner. (This only applies to certified practitioners).

  4. Staff ID - By default, the staff ID is auto-generated. To set a custom staff ID, just click the Edit button.

  5. Multiple Factor Authentication (MFA) - This feature will be visible on your clinic upon request, please contact support at support@therabyte.com

  6. Email Notification Settings - Enable email notification by checking the boxes.

  7. Application Role -  The user role will enable the access and limitation of a user within the clinic.

  8. Clinic and Timezone -  Default to the clinic settings. (can only be changed at the clinic level).

  9. Password - you can provide a temporary password or set a new password for a clinic user here. 

Editing a clinic user profile

To edit a clinic user profile click the Edit button.


a. Name - Add the practitioner's first and last name.

b. Title - Specify the position of the user (e.g. Admin, SLP, OT, etc)

c. Discipline and Compensation Tier - Assigning this properly would help your members in having the visibility of what “services” are available to them on their dropdown in the Scheduler. 

Note: To know more, read: Manage the list of Disciplines and How to use categories to create efficiency for your team

d. Bio - You can also add information about the practitioner here. While this is optional, including details about each practitioner can be valuable. If you choose to add them, their bios will be visible on the website.

e. Email - Add the practitioner’s primary and secondary email (optional).

f. Phone - Add the practitioner’s primary and secondary phone number (optional).

Note: To mark a number as default, check the box under the Default section.


To save all changes made, click the Save button located below the Update Profile modal.


Finally, when you have finished making all adjustments, click the Save button on the main Accounts modal, located at the top right corner.