Questions answered in this article:
- 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:
- 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.
- 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
- Open the sibling’s profile from the Waitlist.
- Proceed with onboarding the client.
- Click Next to go to the People tab and click Add Existing to search for the parent’s name.
- Select the parent, assign the correct contact type and relationship, then enable appropriate contact settings.
- 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
- Go to Clients under My Office.
- Navigate to the Active tab and click New Client.
- Enter the sibling’s details in the New Client modal.
Step 2: Link the Existing Parent/Guardian
- Click Add Existing to search for the parent’s name.
- Select the parent, assign the contact type and relationship, then enable the appropriate contact settings.
- Click Save to confirm.
Step 3: Complete Onboarding
- Finish setting up the profile under:
- People, Finances, Trees, Files
- Click Finish to complete.
Sharing the Intake Form with the Parent/Guardian
Step 1: Access the Sibling’s Clinical Info
- Go to the sibling’s profile and select the Clinical Info tab.
- Under Client Forms, click Share.
Step 2: Select and Send the Intake Form
- In the Share Formmodal:
- Choose Form from the dropdown.
- Click Next.
- Under Select Recipients, toggle the parent/guardian who should receive the form.
- 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.