Essential Onboarding Guides
Welcome to TiQ! We understand the amount of effort that goes into migrating to a new software and getting it setup properly. This guide was created to assist you in being successful when getting started with TiQ. Should you need any assistance along the way, don't hesitate to reach out to the TiQ Support Team.
The first thing you will want to do is setup up your Practice:
Click here to view the How to Edit Practice Settings guide
Click here to learn about adding services and fees to your settings
Click here to view the How to Add Your Practice Logo guide
All other guides related to your Practice Settings can be located here
Once you've setup your practice settings, you’ll want to setup your team members:
Click here to view the How to Add New Team Members to your Company guide
Click here to view the How to Assign a Supervisor to a Provider or Intern guide
Click here to User Role Permissions
All other guides related to Team Manager can be found here
After setting up your practice and team settings, you are ready to have your clients imported along with their files:
Click Here to submit your client roster and client files. You will be notified once all clients and files are successfully imported.
Once clients are imported, you’ll need to set up your client profiles and invite clients to their portals:
Click here to learn how to Import a Client Balance or Credit for existing clients
Click here for the Create a New Client and Invite Client to the Portal guide
Click here for the How to Record Client Insurance Information guide
All other guides guides pertaining to Client iQ can be found here
Once clients are all set up, explore how to create events and setup your TiQ calendar:
Click here for the Understanding 2 Way Calendar Sync guide
Click here for the Understanding Calendar Icons and Event Status guide
All other Calendar iQ guides are located here
If you use telehealth, here are a few helpful guides for you:
Click here for the How to Schedule Video iQ (telehealth) Events on the Calendar guide
Click here for the Utilizing the whiteboard in Video iQ guide
For all guides regarding Video iQ click here
The next thing you want to do is create your custom forms:
Click here for the How to Create Practice Forms in Forms iQ guide
Click here to learn more about the Fields in Form Builder
Click here for the How to Create an Individual Treatment Plan guide
For all other guides about to Forms iQ click Here
When ready to record documentation you may find these guides helpful. All forms are started from within your clients form library. Here are a few examples:
Click here for the How to Complete a Clinical Form in TiQ guide
Click here for the How to Complete a Toxicology Report guide
Click here for the How to Complete a Mental Health Biopsychosocial guide
The Understanding Multiple Billable Forms guide may be helpful when learning documentation workflows
To collect and process payments, review the guides below:
Click here for the How to Collect Payment for Client Invoices guide
Click here for the Understanding the Transaction Ledger and Transaction Glossary guide
Click here for the How to Record an Insurance Payment guide
Click here for the How to Save a Client Credit Card on File guide
Click here to view all other guides related to Payment iQ
If working with insurance, learn how the Insurance iQ feature works and simplify your billing process:
Click here for the How to Enroll A Provider for Insurance Eligibility and ERA's guide
Click here to find out How an Insurance Claim is Generated
Click here for the Understanding the Insurance Claim Log guide.
Click here for the Understanding The Electronic Remittance Advice (ERA) Log guide.
Click here to view all other Insurance iQ guides.
Keep track of the entire Practice by understanding the dashboard, which contains the TiQ Alert system:
Click here to learn about Setting Up Dashboard Alerts for your Practice
Click here for the Understanding Dashboard Alerts guide
To view the entire support site, visit the TiQ knowledge base.
