Understanding Dashboard Alerts

This guide will walk you through the different types of alerts you may encounter in the Dashboard, what they mean, and the best practices for handling them.

NOTE: The type and number of alerts you’ll see in your Dashboard depend on the permissions you’ve been granted.

There are four categories of alerts:

Missing Documents Alerts
Missing Signature Alerts
Operational Alerts
E-Prescription Alerts

IMPORTANT: The E-Prescription Alert alert will appear only if you have the Prescribe iQ feature in your account.

Missing Document Alerts

These alerts will be triggered whenever one of the following document types is due based on the frequency set for this in Practice Manager. This means that the document was either never started or it was saved as a draft only and it is pending submission

Biopsychosocial Assessment
Individual Treatment Plan
Progress Note
Treatment Review
Discharge Reports

IMPORTANT: To clear the missing document alerts, the specific document that triggered the alert should be completed. The best way to do this once the alert was triggered is by clicking directly on each alert and that will take you to the specific document that must be completed.

Revision Needed Alert: Check this guide for more details about this alert

Operational Alerts

TiQ can alert you when any of these operational situations occur:

New Leads
Informed Consent
No Client Activity
New Client Intakes
Upcoming Discharges
Payment Signatures
Outstanding Balances
Expiring Pre-Auths
Tasks Completed (client)

‍Missing Signature Alerts

If any of the following documents don’t have at least 1 of the required signatures, you’ll get a missing signature alert. These alerts will be cleared out until all signatures are present in the document.