TiQ Help Center

Release 1.79

10/26/2025
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🧠 Practice Intelligence — Ask Anything, Get Answers Instantly

Sidekick iQ — Your AI assistant just leveled up! Practice Intelligence can now access complete client profiles and financial data, giving you instant, actionable insights — all based on your permissions.

Whether you’re checking client trends, reviewing payments, or exploring practice performance, Practice Intelligence turns complex data into clear answers in seconds.

See Practice Intelligence in action!

💬 Examples of what you can ask:

“Which clients have upcoming balances?”
“How many new intakes were added this week?”
“What’s our total insurance revenue this month?”

🚀 Ask smarter. Decide faster. Run your practice with confidence.

👉 Experience the enhanced Practice Intelligence today

💳 New Client Portal Settings: Prompt client to enter Insurance Info

You can now prompt clients to enter their insurance information upon logging into the portal — with flexible control at both the practice and client levels.

✅ Enable or disable prompts practice wide or per client.
✅ Ensure insurance details are always up to date.

👉 Learn more about this enhancement

📊 Transaction Report -  Now More Comprehensive Than Ever

The Transaction Report now includes more financial details for complete visibility.

✅ Refunds
✅ Starting Balances
✅ Client Credits
✅ Balance Moved to Client Credit

👉 Check out the updated Transaction Report