For best compatibility, Therabyte recommends using the latest version of Microsoft Edge (on Android or PC/Mac) or Safari (on iOS). 


Get started in your Therabyte account in 4 easy steps. Following along with this 10 minute video.  By the end of this video you will have:

  • Logged in
  • Created a client
  • Created a client event
  • Created a progress note


Here, you will find a video series that will guide you through the set up of the rest of your account.

Video tour of Therabyte's main features:

Getting started for Clinic owners and Solo practitioners:

  1. Quick tour of features - 6 minute video
  2. Clinic settings + clinic users - 3 minute video
  3. Adding clients -  4 minute video
  4. 3 Step Scheduler - 8 minute video
  5. Client documentation - 10 minute video
  6. Invoicing workflow - 7 minute video
  7. Services + Funders - 8 minute video
  8. Form builder intake + consent - 16 minute video
  9. Client portal set-up - 4 minute video
  10. TB meet - video features - 1 minute video


Getting started for employee's or contractors

  1. Adjusting personal profile - 3 min video
  2. 3 Step Scheduler - 8 minute video
  3. Client documentation - 10 minute video
  4. Client portal set-up - 4 minute video
  5. TB meet - video features - 1 minute video



Brief Overview of Therabyte's Main features and links to related Articles:


1. Landing Page

This is where you can find the online booking and self-intake features. Setting up your landing page allows you to offer online intake and online booking options for your clients. To learn more about setting up your landing page, refer to this article.


If you already have an existing website, you may read Connecting an existing website to learn how to connect some features of Therabyte to your own website.



2. Clients and Waitlist

Therabyte allows you to manage your clients and waitlist easily, as well as access their information efficiently through the Clients page. 



Using the self-intake forms, you can allow your client to add themselves and save you headache and time. When a client completes the self-intake form, they will be added to the waitlist and you are able to view the results of that form. 


To view the client details, click their name to deploy the client chart modal





In the client chart modal, you may navigate through the header tabs whether you want to check the client's clinical information (Clinic Info), view their primary and other necessary contacts (People), their service invoices (Finances), goal progress (Trees), and their chart notes (Files). 




3. Calendar Events and Session Notes

Therabyte offers a visual workflow of each event. Practitioners can easily identify the different types of events in the scheduler according to their placeholder color. The scheduler is designed to indicate the time frame of your session events, and determine the current status or progress of a specific event by looking at the 3-dot progress bars which is displayed along the top of the event placeholder.


To learn how to learn more about the 3-step scheduler, click here. 


In the event manager, you will be able to set your event details (Event Stage) and input the plans that you have for that specific session (Plan). For the last stage which is the outcome, you are required to specify your attendance and provide session notes, as well as sign them to confirm the session note content and finish the event session. You may explore more about by reading Setting up 3-Step Scheduler.




4. Invoicing

With Therabyte, you can easily invoice specific finished sessions. You go directly to the client’s chart modal, view the finance tab, here you will see a list of uninvoiced items to be add to a new invoice.


Once the invoice is created, it can be easily share via email or the client portal to the client, and primary or third party contacts. 


5. Secure Online Video Sessions

 Therabyte has a video conferencing feature called TB Meet, which allows you to conduct your session online. In TB Meet, you can enable your camera so that the client can see you, while at the same time, sharing your screen with him or her, in case there are any necessary information or illustrations that you want your client to see simultaneously while you are on video session


To know more about how to join a video session, read Join Video Session - Practitioner.



6. Privacy and Security Standards

Your privacy and security are one of the top priorities of Therabyte. To assure you get the best experience without compromising your privacy and security, Therabyte is run through Canadian hosted servers, and it dutifully follows the protocols according to PIPEDA and PHIPA security standards. Therabyte is also equipped with 256-bit data encryption to ensure the confidentiality and security of all your personal and medical health information.



Thank you for your time. Let us know if this article was helpful!