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Client iQ

Helpful guides on how to manage your caseload on a Client Centric system like TiQ

How to remove a clients payment method from the portal - New Guide

How to Access a Contacts Portal

How to Access and Pay an Open Invoice in Client Portal

How To Bulk Upload Files To Client Profile

How to Assign Services and Fees to Clients

How to Add a Chart Note

How to Add and Access Client Files

Create a New Client and Invite Client to the Portal

How to Add Alternative Contacts including Responsible Parties and Referral Sources to Client's Demographics

Utilizing Conversation iQ

Understanding the Relationship Manager

Understanding Relationship Manager Use Cases

Understanding Discharge Reports

Understanding Client Tags

How your client can enter a payment method on their portal

How to Upload a Custody Order

How to Request a Remote Signature

How to Issue a Client Refund, Adjust and Settle an Invoice

How to Filter and Sort Client Information

How to enter a Legal Guardian

How to Edit or Create a Text Message Template

How to Delete a Transaction from the Ledger

How to Delete a Client Profile

How to Create a Client Attendance Report

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Client Portal

How the Client Portal works with tools that allow you to support your clients

Video iQ

Helpful guides on scheduling and holding tele-health sessions with your clients via Video iQ

Waitlist Manager

Waitlist Manager

How the lead capture and waitlist feature work in TiQ

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