In this guide we will show you how to assign services from the client profile page.

Note: A. Completion of a Treatment Plan is the recommended method of service assignment, this allows the services assigned to populate directly into the Client Demographics page of your client. Click Here to Learn How to Complete a Treatment Plan in TiQ

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From the Navigation Bar select Client iQ

From Client iQ, select or search your desired client

On the Client Profile Select the Pencil icon to open the Profile Editor page

You will now see the Client Profile Editor page

select the Clinical Info tab

Scroll down to the Assign Services section, and use the checkbox to add the services you would like to assign to your client

Note: The service options that are listed can be edited in the practice settings
If you are an administrator or practice owner Click Here to Learn How to Add Services in your Practice Settings

To edit and customized the service fees for a client, select the desired service and type your custom fee

Note: By adding services to the client, these services will be displayed as options when creating an event for the client.

Select Save Changes to save

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