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Practice Manager

Guides on setting up your top-level Practice workflows and automations

Understanding The Locations Manager

Understanding The If/Then Rules

Understanding The Event Settings Tab In Practice Manager

How To Export Your Client List

Navigating Your TiQ Support Ticket Portal

TiQ Account Activation Steps

How to Add Your Practice Logo

How to Activate Location Codes for your Practice

How to Add Services in Practice Settings

Adding a Referral Source in Practice Settings

Understanding User Role Permissions

Navigating The Client Engagement Report

Understanding How to Add the Same Procedure Code with Different Fees

Manage Your TiQ Billing

How to Upload and Access Shared Company Files

How to Open Multiple Tabs and Windows in TiQ

How to Contact TiQ Support

How To Edit Practice Settings

Essential Onboarding Guides

How To Set Up Your Stripe Account

Jimena H.

November 6, 2023

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Helpful guides on the TiQ secondary insurance workflows.

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

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