Clients tab (for the practitioner)

Adding a Client
Questions answered in this article: How do I add a client? If the client is underage, what steps should I take? How do I set up email notifications...
Wed, 10 Jul, 2024 at 5:17 AM
Adding Multiple Practitioners to a Client
Questions answered in this article: How do I add multiple practitioners to a client?   View the instructional video(s) on this topic below: Gettin...
Fri, 10 May, 2024 at 6:02 AM
Primary contacts: Adding new or existing contacts to a client record (e.g., siblings)
Questions answered in this article: How to add a new primary contact to a client record? How can I add an existing primary contact to a client record?...
Fri, 10 May, 2024 at 6:50 AM
Managing 3rd Party contacts
Questions answered in this article: How can I add a third party contact to a client? Can I edit or remove a third party contact? What is the import...
Tue, 14 May, 2024 at 7:48 AM
Creating a Test Client
Questions answered in this article: How can I experience the client portal? Can I be a test client to see how it works from the client's perspecti...
Tue, 25 Jun, 2024 at 2:25 AM
Setting up the self - intake
Questions answered in this article: How can my client add themselves to the waitlist? Can I edit the self-intake form seen on the website? How can ...
Fri, 10 May, 2024 at 7:23 AM
Onboarding a client from the waitlist
Questions answered in this article:  How do I onboard a client from the waitlist?  How do I set up email notifications for a client?  How do I invit...
Tue, 14 May, 2024 at 7:20 PM
Superbill: A Guide to Adding ICD-10 and CPT Codes
Questions answered in this article: How to add ICD-10 and CPT Codes? How to create a Superbill on Therabyte? What is a CPT code? What is an ICD-...
Thu, 4 Jul, 2024 at 5:42 AM
How to share a Contract with other clients
Questions answered in this article: Can I share a contract with my other clients? How do I do it? Navigate to the Finances Tab of your Client Pro...
Thu, 4 Jul, 2024 at 4:54 AM
How to Add a New Funder in Contracts
This article will provide users with a step-by-step guide on adding a new funder in the contract module. Questions answered in this article: How do I...
Tue, 25 Jun, 2024 at 1:55 AM