Therabyte Support

Questions answered in this article:

• How do I add a client?
• If the client is underage, what steps should I take?
• How do I set up email notifications for a client?
• How to get your clients to do the work for you!

Watch the instructional video:

• Getting Started: Adding a client + waitlist (4 min video)

Related articles:

• Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
• Creating a Test Client
• Setting up the self - intake
• Adding Multiple Practitioners to a Client

Two Ways to Add Clients

1. Add the client manually (steps below)

2. Use the Self-Intake Form – Let clients onboard themselves. See instructions here

Steps to Add a Client in Therabyte

1. Navigate to the Client Page
   Go to the Client menu from the left sidebar. Click New Client to open the client setup form.
   
2. Fill in Client Details
3. Enable Online Access & Notifications

   • A valid email address is required to:

     • Enable Online Access

     • Receive Email Notifications

   • If the client is a minor, grant access to the primary legal guardian.

   • If the client is an adult, give access directly to the client.

   • Select the appropriate checkboxes. Click Save and Continue to move forward, or choose Save to return later.
     

Complete Additional Information

Clinical Info

• Add Diagnosis Information

• Set appointment preferences (day, time, frequency)
  Click Next.

People

• Assign a practitioner (auto-assigned to the current user)

• Add primary contacts and third-party contacts
  Click Next.

Finances

• Add contracts and set up invoicing

• Link to a funder using Add New in the Contracts section
  Click Next.

Files

• Add/Upload client files as needed
  Click Finish.
  
  

4. Finalize Client Onboarding

• A confirmation modal will appear. Click Complete to submit and generate the client’s initial chart note with all entered data.
  

5. Send Welcome Email

If you haven’t already sent a Welcome Email:

• Click Send Email(s) to invite the client (or guardian) to their portal.
  

• The recipient will be able to:

  • View shared notes

  • Join Telehealth sessions

  • Access note attachments

  • View shared invoices

A notification will confirm that the Welcome Email has been sent.