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Client iQ

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

Understanding Client iQ

How to Download A Client File

How to Manually Send an Invoice to a Client

Navigating Your TiQ Support Ticket Portal

Understanding the Client Profile Editor Page

How To Generate a Billing Statement

How Your Client Will Access Their Portal For The First Time

How To Remove A Client Payment Method

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

How Create a New Client and Invite Them To Their Portal

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

Utilizing Conversation iQ

Understanding the Client Relation Manager

Understanding Client Relations Manager Use Cases

How To Create A Discharge Report

Understanding Client Tags

Understanding Client Self Scheduling In TiQ

Text Message Reminders in TiQ

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 Open Multiple Tabs and Windows in TiQ

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

How to Contact TiQ Support

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Secondary Insurance on TiQ

Secondary Insurance on TiQ

Helpful guides on the TiQ secondary insurance workflows.

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

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