TiQ defines 4 main client statuses. Intake, Active, Inactive, and Lead. The client will evolve through these statuses as different forms are completed in Therapy iQ. You may not need to manually edit the client’s status, but the option to do so is always available in the client profile

‍IMPORTANT: Deleted clients cannot be recovered

Each status can be described as follows:

Intake

- A client’s status automatically becomes Intake when they are imported from Waitlist iQ

- This is the status that should be selected when the client profile is initially created

- For this status to be generated, the following data needs to have been entered in the client’s demographics First Name, Last Name, Date Of Birth, and Gender

Active

- A client’s status changes to Active once a Treatment Plan is submitted and services have been assigned

- Dashboard alerts can only be triggered by Active clients

Inactive

- This status can only be manually selected

- Inactive clients remain in your client roster until they are manually deleted

- Inactive clients cannot trigger alerts

Lead

- This can be manually used when your client has been imported to Client iQ from the Waitlist iQ, but you still would like to have this client listed as a Lead.

NOTE: Even Though the client status is Lead, if they are listed on Client iQ, they are still considered to be an active client

Discharged

- A client’s status automatically becomes Discharged as soon as the discharge process is complete

- This status should be selected for clients who have completed the discharge process.