Client Tags are a feature of TiQ that allows you to sort your clients even further.

Would you like to know which clients are paying with insurance? Self Pay? What about being able to remind all your Thursday group session members there will be coffee and cookies this week, right from the Therapy iQ App, with a simple click? These are just some of the great things you can do with Client Tags.

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How to Create Client Tag options for your practice

IMPORTANT: Only clients that are tagged INSURANCE will have insurance claims auto-created. Do not remove this tag if billing insurance.‍

From Practice Settings select the Services & Tags tab.

Scroll down to find the 'Client Tags Setup' section and select '+ Add More' button.

Select the Submit button to save your changes

Assigning Tags to Clients

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From Client iQ, select the client to whom you wish to add the tag(s).

Select the Edit Icon

You will now see the Client Profile Editor page

From the Client Profile Form, select the Clinical Info tab

Scroll down to the Assign Tag section to assign your client the tags you created.

Select the Save Changes button