This article will give you insight on how to manage your billing in Therapy iQ.

‍Please note: Changing the status of a user on your team does not automatically update your billing. Ensure that if you are making changes to your roster that you update your billing if necessary.

How to manage your Team Seats and Paid Features

From the Navigation Bar select Practice Manager

Navigate to the Subscription tab

Note: This tab is only viewable to the Account Owner.

Under  Manage Team Configuration, you will see:

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If your subscription is being billed on a monthly or annual interval

Under your Team Configuration, you will see the different Roles and Features:

Note: In each box below you will be able to input information that correlates with your team and feature configuration in order to receive the correct subscription charge.

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Admin Staff - Any team member that performs any administrative tasks in a supervisory capacity (eg. executive team member, admin supervisors etc.)

Clinical Staff - Any team member that performs any clinical tasks (eg. therapists)

Support Staff - Any team member works under supervision (eg. receptionist, scheduler etc).

3rd Party Biller - Give access to a 3rd party biller to have biller only access

Conversation iQ - Chat with your clients via SMS

Insurance iQ - Submit claim, verify benefits electronically, and receive ERAs back into TiQ

Prescribe iQ - Any team member that needs ability to prescribe medication on TiQ‍

Self-Scheduling iQ - Allow your clients to schedule appointments via their client portal.

Video iQ - Hold telehealth sessions with your clients.

Select Submit once your changes are complete.

IMPORTANT: If Removing a feature that is also a permission (ex: Video iQ,Insurance iQ, Conversation iQ), you will get a popup requesting the permission be removed from the appropriate user profile, if the permission is not removed and Confirm is selected, the feature will NOT be removed from your subscription.

If you need help migrating select the "Need Help Migrating?" link. You will be redirected to a new page, submit the information requested. A TiQ team member will reach out to you and assist with the next steps in the implementation process.

You will be redirected to the Onboarding page, submit the information requested. A TiQ team member will reach out to you and assist with the next steps in the implementation process.

Upgrading your TiQ Subscription:

If you have upgraded your subscription by adding new team member seats or features you will be prompted to the Upgrade Confirmation page

How to access your Billing Portal Overview

Under the Subscription tab, Select Billing Portal

From your billing portal you will be able to access the following:

Current Plan: This is an overview of your current subscription and how much you pay per month. By Selecting Show Cost Details you will see a full breakdown of your team and feature configuration.

Payment Methods: These are the Payment Methods you have on file associated with your TiQ account.

Tip: You can also add a new payment method by selecting the + Add payment method button

Billing Info: Your current billing information and the ability to update this information at any time.

History: A list of your recent invoices and payments