Questions answered in this article:

  • How do I create a goal bank in Therabyte?


View the instructional video(s) related to this topic below:


Related articles:



Creating a Goal Bank in Therabyte


1. To create a Goal Bank in Therabyte, start by creating your own clinic client. Go to the Clients Tab under My Office and click on New Client.



2. Fill in the required details and click Save and Continue to complete the client onboarding process.

Note: For easy reference, use a name like "A - Your Clinic Name" (ex: "A - Happy Therapy") so this client appears first on your client list.



3. Click Next until you reach the Files Tab, then click Finish and confirm to complete the client onboarding.



4. Click the name of your newly added client and go to the Trees Tab.




5. To create a new tree, click New Tree and then enter the name of the Tree. Example: "June - August 2024" or "Gross Motor Skills / ADLs," depending on how you want to structure and format your goals.




6. Input and format all your goals in your smart trees. You may add as much trees, branches and goals as you want. For more detailed instructions, refer to the related articles above.



7. Once you have inputted all your goals, you can copy the entire tree or specific branches to another client. To do this, click on the three dots on the right side of the tree or branch, then select Copy Tree/Branch. Choose the clients you want to copy the tree or branch to and confirm by clicking Copy.




You can now easily copy trees and branches to other clients as needed.