Therabyte Support

Questions answered in this article:

• How can I share notes with my client or their guardian?

• How can I share notes with third party participants?

• How can I be sure that once I toggle the button to share a note to the client portal, they’ll be able to see it?

• Can I directly email the notes to my client?

• What is the use of the “more” button in the notes tab?

View instructional video(s) on this topic below:

• Notes: options for sharing (1 min video)

• Notes: Sharing to the client portal + homework box (3 min video)

Related articles:

• Enabling email and SMS notifications

• Share Homework to the Client Portal

• Creating a note in - Notes Tab

• Creating a note in the client chart modal

• Creating a note in the Scheduler

Note:

In order for the client(s), primary contact(s), and third-party participant(s) to receive notifications and or be able to see the shared note on their client portal, you must add them on the client chart modal located in the People tab with online access and email notifications enabled.

There are multiple ways to share a note with clients and primary contacts, these are:

• Share button

• Download button

• Email button

The Notes tab

1. Go to the Notes page by clicking the Notes Tab in the My Office menu on the top left corner.

2. To select a specific client note, click on the Client section under the notes page.

Note: If you wish to share notes from the team and others. Click the other options as needed.

3. Choose and select a client note that will be shared.

4. Notice the notes modal which will appear showing the following:

1. Session details 

2. Different options to share a note

5. To use the More button, select an option to either Duplicate, Sign, or delete a note.

Using the Share button

1. Select the Share button at the top of the notes modal. 

2. To choose and select who will receive the notes, click the Toggle button beside the client(s), primary contact(s), or third party participants(s) name.

3. Once you selected the people to share a note with, click the Share to Portal button.

Note: Make sure that the people you shared a note with have access. To enable and confirm their accessibility, check this article Enabling email and SMS notifications (or refer to related articles above).

Using the download button

1. Select the Download button from the notes modal.

2. To choose an option to download, to either:

1. Download the PDF with password, or

2. Download the PDF without a password

Using the email button

1. Select the Email button from the notes modal.

2. To choose and select who will receive the email attached with a note, click on their name(s) and a check mark will appear beside it.

Note: Make sure that the people you shared a note with have access. To enable and confirm their accessibility, check this article Enabling email and SMS notifications (or refer to related articles above).

3. To choose how to email the notes, click the Email Note button. By default, it will send a password.

4. Alternatively, if you click the Arrow beside the Email Note button. You have an option to send it with or without password.