TiQ Help Center

Release 1.82

12/08/2025

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⭐ Preferred Client Names — More Personal, More Consistent

TiQ now shows each client’s preferred name across the platform and in the portal, making communication clearer and more personalized — without affecting billing or insurance data.

Clients will be seen the way they prefer, while legal names remain exactly where they’re required.

✨ What this means for you:
Smoother interactions, clearer identification, and a more human experience for both your team and your clients.

👉 Enjoy a more personalized TiQ experience.
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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