How To Edit Practice Settings

Whether you want to update your profile information, adjust notification preferences, or explore advanced settings, this guide will provide you with clear instructions and helpful tips to navigate through the process smoothly.‍

From the Navigation Bar, select Practice Manager

Here you will find 8 tabs:

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Practice Info - Here you can enter or edit your company information, including:

‍- Organization Name
- Organization Email
- Adding an Image of your logo
- Practice Domaine Domain Name
- Practice's Privacy Policy URL
- Main and other Phone Numbers
- Practice Fax Number
- Organization Address
- Hours of Operation

- The practices' time zone.
- Additional Comments

If you have more than one location, you can select +Add More under Practice locations to add the other addresses.

‍Under Service Locations, you can also add or delete a service location

NOTE: These locations also include Insurance Billing Location Codes and can be edited as needed. If you are manually entering a location, be sure to add the code number first followed by the description.

You can also add and delete your team Member Tags. Click here for a more in depth guide for team member tags.

Billing & Payment - From here you can:

- Enable AutoPay and select the frequency for AutoPay to run payments. Click here to learn more about AutoPay in TiQ

‍- Select How the client invoices are sent

1. Auto-Send Invoices at Event Creation

2. Manually Send Invoices: The invoice would still be created in the platform but it would NOT be sent to the clients portal and would not be emailed to the client until the user manually sends the invoice

- Edit Insurance Billing Settings by entering your NPI, Taxonomy, and/or Tax ID

‍If you want to add more than one NPI or Taxonomy code, select + Add More

NOTE: If you are adding an additional NPI and wish to check eligibility or receive ERAs you will need to enroll with each payer using your additional NPI.

‍- Activate Mental Health Diagnostic Codes

- Select Mental Health Procedure Codes

- Select Location Codes

- Activate Revenue Codes

- Activate Speech Therapy Procedure Codes

- Activate Physical Therapy Procedure Codes

- Activate Occupational Therapy Procedure Codes

TIP: You can also type the code you need.

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Services and Tags - Here you can:‍

‍- Change the settings for Initial Assessment, No Show, and Late Cancel.

‍- Activate and enter the Service Fees associated with the Services your Practice Provides

- Create Client Tags.

- Manage Referral Sources
NOTE: The options that you create for your practice will become available for all users to select from drop-down menus and lists throughout TiQ.

‍Alert Settings - Here you can:‍

- Add custom names, set the frequency, and decide whether to display or not the following alerts:

- Biopsychosocial Assessments
- Treatment Plans
- Progress Notes
- Treatment Review
- Discharge Reports

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- Enable and disable the Dashboard Alerts you want with the toggle.

NOTE: The dashboard refreshes every 15 minutes.

- Add the preferred amount of days of No Show to Discharge

- Customize the frequency of the Operational Alerts

- Set the Frequency of Client Email & SMS Appointment Reminders

Subscription - Under this tab, you can:‍‍

- View the Billing Portal

- Manage the User Roles of your practice

Click here for a more in-depth guide regarding managing your TiQ billing‍

Client Export/Import - Here you can export a client list and generate test clients.

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Form Settings

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Here you can:

- Select the ‘Choose default progress note type’ dropdown to select the options Default, DAP note, SOAP note, and any custom progress note types from the practice.