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 

First – add the sibling as a New Client. 

1. To create an account for the other sibling, Click Clients under My Office. On the Clients page, go to the Active tab > then, click the New Client button.

2. On the New Client modal, enter the details for the second child (sibling).

3. Scroll down and enter the Guardian/Parent info - First Name, Last name, and email of the parent.

                             

4. Once you've entered the parent's email address, a pop-up window will appear, indicating that an existing email has been found. Here, select the type of contact and their relationship, then enable the contact settings. Click save after

5. Information of New Client has been saved and you may proceed with competing the onboarding process – People, Finances, Trees, Files and then click Finish.

Second - Share an Intake form with the guardian of the newly added client (eg. Sibling).

1. Go the Clinical Info tab of your new client. Click the Share button from the Client Forms section.

2. Click the Let’s Do It button. 
3. On the Share Form modal, click the Select Form dropdown and choose Self Intake Form. Click the Next button.

4. On the Select Recipients, click the dropdown list and toggle the button of the Parent/Guardian to receive this shared form.

5. Click Share Form.

6. The Self Intake Form was shared with the selected Parent/Guardian.

7.  Parents and guardians can now easily locate the Intake Form that has been shared with them by accessing the Forms tab within the Guardian/Parent portal. To learn more about how a guardian/parent/client can access the portal, reference this article here.