Currently in TiQ, there are two ways in which you can start a Progress Note from an event based on your permissions 

Option 1: Use the Record Attendance button. 

Navigate to the event. 

NOTE: You can do this by navigating Calendar iQ, or by filtering the client’s Timeline in their profiles.

Click the Record Attendance button. 

Select the corresponding Attendance status from the dropdown. Then click Next

NOTE: In TiQ, you are only expected to complete documentation for Attended events.

In the Confirm Services And Fees screen, select what the client has to pay for the session, and click on Next.

Collect the payment and click Submit, or Skip if you don’t want to charge the client. 

REMEMBER: When collecting payments from an event, the payment will be applied to the oldest open invoice. 

The system will prompt you to complete a Progress Note. Click Next to continue.

Complete your note.

Option 2: Use the Documentation icon. 

Depending on your permissions, you may not see the Record Attendance button in the event. If that’s the case, you can start the Progress Note by following the steps below:

In the event, select the Documentation icon at the bottom.

Select the Progress Note option.

Click Next when prompted.

Complete your note.

NOTE: A Progress Note can also be completed from the Forms Library > Mental Health Forms.

And also from the Progress Notes section in the client profile.

Click here to learn how to fully complete a progress note in TiQ.