Therabyte Support

Questions asked in this article? 

 
Related Article: 

• Adding a client 

What is the purpose of the On Hold feature? 
 
This new feature is intended for managing clients who are currently taking a break for various reasons and do not currently have any scheduled sessions, but they have intentions of returning in the future.  

How to change an Active client to an On Hold client? 

1. 1. Log in to your Therabyte Account and navigate to the Clients Tab 

2. 2. Within the Clients tab, you will be directed to all Active clients list. Choose an active client you wish to put on hold and click on the “On hold button”. 
    
    

3. 3. Once you have clicked on the On Hold button, a pop-up message will appear on your screen to confirm. 
    
    

4. 4. Once confirmed, the client will be automatically moved to the On Hold clients Tab.  
    
    

How to change an On Hold client back to an Active client? 

1. 1. Simply navigate to the client’s profile. Find a client you wish to reactivate and click on the “Activate button”.  

2. 2. A pop-up message will appear on your screen. To confirm the change, click on the “Activate button” to and the client will automatically go back to the Active client list. 

Where can I view the 4 client statuses? 

1. 1. Navigate to “My Office” on the left side of your screen and select “Clients” to access the 4 statuses. 

What are the 4 client statuses in Therabyte? 

1. 1. ACTIVE 

These are clients currently benefiting from your services and are part of ongoing therapy sessions with specific treatment plans. 

You have the flexibility to transition active clients to either the On Hold or Discharged status. 

2. 2. ON HOLD 

This status is for clients taking a temporary break from therapy due to personal reasons or temporary circumstances. 
 

Clients in this status express an intention to return to therapy in the future. 

The purpose is to resume therapy when the client is prepared and able to do so.  

3. 3. DISCHARGED 

This status is for clients who have successfully achieved their goals and no longer need active intervention, or for those who have opted to discontinue services. 
 

If a discharged client returns, you can either reactivate them or permanently delete their details. 

If a client comes back after being discharged, can I add them back to my active client list? 

Absolutely! You have the option to either reactivate them or permanently delete all their details. 

How do I reactivate a client after they've been discharged? 

• Simply click on the client's name in the Discharged tab. 
   
   

• Find and click the "Activate" button below. 
   
   
   

• Confirm your decision to reactivate the client. Once activated, the client will be automatically moved to your Active client list. 

4. 4. WAITLIST 

Clients on the waitlist are those who have expressed a need for services but are not currently receiving them. 
 

They might be patiently waiting for availability in the therapist's schedule or for resources to become accessible. 

How the Waitlist Tab Works: 

• When adding a new client, their details are automatically placed on the waitlist. 

• To activate a client from the waitlist, locate their name and click "Onboard Client".

• Read more information about how to onboard a client from the waitlist clients here.
   
   
   

• Confirm your choice to onboard the client, and proceed to fill out the additional information in sections such as: 

1. Clinical Info 

2. People 

3. Finances 

4. Trees 

5. Files 
    

• Click the “Finish” button when you’re done to successfully complete the onboarding process of the client.