In TiQ, you can schedule an event with just 3 simple clicks! In this guide, we will show you how you to schedule an appointment from the calendar effortlessly while showing the automations on the event form.

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From the navigation bar select Calendar iQ

There are 2 ways to create an appointment from the calendar:

A. By selecting the day and time you wish your event to be scheduled right from the calendar screen

B. By selecting the + New Event button

Filling out the Event Form

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Add the Client(s) that will attend this appointment.

Click here to learn more about group appointments

If your insured client has a copay or coinsurance set on their client profile, these boxes will auto populate.

Note: A self-pay client will have the box for the full-service fee checked.

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Select the ‘Email Reminders’ checkbox or the ‘SMS Reminders’ checkbox to set appointment reminders to the client.

Tip: If the reminders are selected on the client demographic page, it will autofill. Click here to learn how to navigate your client's profile editor page.

Enter your Client Services by selecting the service name from the drop-down (Service Fee will populate upon selection)

Note: The service fee, modifier and unit of service fields will autofill once the service has been selected, if the user has added the info in practice settings. 

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The service list drop-down will only include services that are assigned to the client that will be attending this appointment.

‍Click here to learn how to add services and custom fees for your clients.

Keep In Mind: For the services to populate in the drop down or on the client profile, they need to be set up in Practice Manager.

‍Click here to understand how to set up services on the practice manager.

Add the Time

Note: The End time will auto fill based on the duration set for the service in Practice Manager.

The Event Type, Event Location field will autofill once the service has been selected; these fields can be manually modified.

You can also create a Recurring Appointment by selecting the Set to Recurring toggle switch and selecting the Frequency.

Click here to learn more about Recurring Appointments in TiQ.

Add Staff Member(s)

Note: If you are assigned to the client's treatment team, it will auto populate.

Enter any Meeting Details

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Select Create Event to add it to your calendar

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Once an Event is created, it will appear on the Event Calendar. From there you can View, Edit, or Delete the Event.

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