Therabyte Support

Questions answered in this article: 

• How do I rearrange the leaves and branches of your Smart Tree? 
• How do I edit the trees and branches once made? 
• Are we able to rearrange the trees once created? 

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

• Smart Trees: Editing and Sorting (1 min video) 

 
 Related articles: 

• What is a smart tree?  
• Setting up your smart trees 
• Adding a Session to your 3-step scheduler 

Editing your Smart Trees 

1. Click the Client tab on the side menu under My Office at the top left corner of the screen.
   
   
   
   
   
   
2. Select the client’s name to open their chart. Alternatively, click the magnifying glass icon on the top right to search for and open the client chart.
   
   
   
   
   
   
3. Once in the client chart, go to the Trees tab to view or manage Trees, Branches, and Leaves.
   
   
   
   
4. To edit the names within your Smart Tree, simply click on the name of the (Trees, Branches, and Leaves) and type its new name. 
   

5. 5. Alternatively, you can click on the three dots located on the right side of the screen to copy, setup and update its properties, view comments, share to a client / guardian and delete the tree. 

Sorting the branches and leaves of your Smart Tree 

Sorting Mode 

Disabled	Enabled

• If Sorting Mode is disabled, you can move the branches only.
• To move a Leaf, Sorting Mode must be enabled.
• When moving a Leaf from one Branch to another, Sorting Mode needs to be enabled for both Branches.
  
  

Sorting Leaves

• Enable Sorting Mode by clicking the toggle button.
• Once enabled, click on the six vertical dots next to a Leaf to reorder it within the same Branch or move it to another Branch.
  

Sorting Branches

• Hover near the dropdown button next to the Branch name until the six vertical dots appear.
• Click and drag the Branch to reorder it within the same Tree or move it to a different Tree.
  

For a detailed guide, check out how to set up your Smart Trees here.  

Managing Mastered Goals

1. Hiding Mastered Goals

   • To focus on "In Progress" goals, click the Hide Mastered checkbox next to the Sorting Mode button. This will hide any goals that have already been mastered.
     
     

2. Mastered Goals Icon

   • Look for the green star icon, which indicates goals that are mastered and currently hidden.
     
     

3. Viewing Mastered Goals

   • To display all goals, including mastered ones, simply uncheck the Hide Mastered checkbox.
     

HAPPY GOAL SETTING! ?