In TiQ, you have the ability to export your client list in an Excel spreadsheet. In this guide, we will walk you through the steps to successfully export your client list.

Note: only users granted with Practice Manager permission are able to export a client list. 

From the Navigation Bar, select Practice Manager.

Navigate to the Client Import/Export tab.

Select Client Export.

An Excel file will be downloaded to your computer containing detailed information about your practice clients, including their status, demographic and insurance information, and services assigned.

Note: this export does not include historical documents for the clients.