Therabyte Support

• How to add a New Client who is a sibling of another child recorded in Therabyte?
• How to share a self-intake form with the guardian or parent of a second child or sibling?

Related articles:

• Adding a new client
• Sharing an intake form without using a client portal
• Sharing Intake form and JPG Attachment to Waitlist 

There are two ways to add a sibling in Therabyte:

1. If the sibling submits an intake form first, the parent should leave the email field blank. After submission, you can link the existing parent as the guardian.
2. If creating the sibling’s profile first, follow the steps below to add the sibling and share their intake form with the parent/guardian.

Method 1: Parent Submits Intake Form First

Step 1: Ensure the Intake Form is Configured Correctly

• In the Form Builder, make sure the client’s email field is visible but not required. This prevents parents from needing to enter an email again.
  

Step 2: Parent Submits the Intake Form

• The parent fills out the intake form for the sibling without entering an email.
• After submission, the sibling’s profile will appear in the Waitlist.

Step 3: Onboard the Sibling and Link the Parent

1. Open the sibling’s profile from the Waitlist.
2. Proceed with onboarding the client.
   
3. Click Next to go to the People tab and click Add Existing to search for the parent’s name.
   
4. Select the parent, assign the correct contact type and relationship, then enable appropriate contact settings.
   
5. Click Save to confirm.
   
   

Step 4: Complete Onboarding

• Finish setting up the sibling’s profile by filling in:
  • People
  • Finances
  • Trees
  • Files
• Click Finish to complete.

Method 2: Manually Add the Sibling First

Step 1: Create a New Client Profile for the Sibling

1. Go to Clients under My Office.
2. Navigate to the Active tab and click New Client.
   
3. Enter the sibling’s details in the New Client modal.
   
   
   

Step 2: Link the Existing Parent/Guardian

4. Click Add Existing to search for the parent’s name.
5. Select the parent, assign the contact type and relationship, then enable the appropriate contact settings.
6. Click Save to confirm.

Step 3: Complete Onboarding

7. Finish setting up the profile under:
   • People, Finances, Trees, Files
8. Click Finish to complete.

Sharing the Intake Form with the Parent/Guardian

Step 1: Access the Sibling’s Clinical Info

1. Go to the sibling’s profile and select the Clinical Info tab.
2. Under Client Forms, click Share.
   

Step 2: Select and Send the Intake Form

3. In the Share Formmodal:
   • Choose Form from the dropdown.
   • Click Next.
     
4. Under Select Recipients, toggle the parent/guardian who should receive the form.
   
5. Click Share Form.
   

Step 3: Parent Accesses the Form

• The parent can find the intake form in the Forms tab of their portal.
• For more details on portal access, refer to this article.