Questions answered in this article:

  • How do I customize my clinic details (e.g. name, office number, etc)?

  • Can I add a logo to my clinic?

  • How can I hide or remove my address for privacy reasons?

  • Can I choose and adjust how I’d like to ask for Therabyte support when I encounter issues with my account?

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

Note

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

  • There are different settings that can be accessed on the settings page. In this article, we will focus on the Clinic details and App settings.

  • The settings tab is only visible for the clinic owner(s). 



To access settings, you must be a clinic owner or admin. To navigate to settings, first, select My office, then find the Settings close to the bottom of the navigation bar under the heading Practice setup.

 



General settings: Clinic Details


  1. To change your clinic name, Type your Clinic Name on the field provided. This is the name that will appear at the bottom of pdfs including notes and invoices.


  1. To add or remove a clinic owner, choose and select a user from the dropdown option.

Note: You can also read the article: Adding an Owner.


  1. To change other clinic details, you can type on the field provided:

  1. Office Phone

  2. Clinic Email

  3. Address


  1. To hide your address for privacy reasons, add a “dash (--)” on the address field provided.

Note: In the future, this will be added as an additional setting. 


  1. To save changes, click the Save or Check Icon in the top right corner of the general settings section.

General Settings: App Settings


  1. Logo Image: To add or change the clinic logo, you can upload an image by clicking the Clinic Logo box.


  1. Therabyte URL: To update your Domain or Therabyte URL, please contact support with your request by sending an email to support@therabyte.ca


Note: The domain “.app or .com” will differ if you are a user from Canada or the United States.



  1. Timezone: To change your timezone, please contact support with your request by sending an email to support@therabyte.ca


  1. Practice Website: To enable client access to view the Therabyte provided website, Toggle ON the Enabled option. It's also called a Booking Site as seen in the photo below. 


To populate the website, read this article.



  1. Security Features:

  1. Session time - the system will auto log out a user from the app if idle after 30 minutes to increase the security of data. 

  2. Security code - Therabyte has the option to enable 2- Factor Authentication (2FA), which requires the use of a mobile device to receive a security code to log on to the system, in addition to your username and password. As part of creating a secure system, in the event that staff or employee has misplaced or doesn’t have access to their mobile device, this security code listed here can be used as part of the 2FA process. 


              Note: Currently, the security code is manually set up by the clinic owner. 


If you are interested in activating  the 2FA for your clinic, please contact support with your request by sending an email to support@therabyte.ca



  1. Therabyte Support Access: As part of our ticketing system to offer technical support, this may require access to your account to resolve the issue. As always our team is bound by privacy and confidentiality to your data. However, you are able to specify the type of support that you are comfortable with. This allows you to opt-out of advanced tech support and limits access to your account data.


  1. Advanced Ticket support enabled - this allows level 4 support staff to impersonate your account for support purposes. All interactions are logged.

  2. Emergency Support Only - this allows level 4 support staff to impersonate your account in case of an emergency. Ticket support will be reduced/limited.



  1. To save changes made, click the Save or Check Icon in the top right corner of the app settings section.