Clients tab (for the practitioner)
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
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
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
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
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 ...
Thu, 18 Jul, 2024 at 6:40 AM
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
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, 12 Jun, 2025 at 5:02 AM
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
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
Related Videos: How to Import a Client List To import a client list, you may follow these steps: Navigate to the "Clients" tab. Look for ...
Wed, 9 Aug, 2023 at 8:54 AM