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Schedule Viewer Screen Videos
Placeholders Videos
Case Notes Videos
Miscellaneous Videos
Schedule Viewer Screen Description
Finding a Client's Appointment
Appointment Cell Description
Finding Next Open Appointment Slot
Displaying Schedules
Using Placeholders
Adding a Placeholder
Scheduling Appointment Over Placeholder
Notes for Client Appointment
Notes Not Associated with an Appointment
Notes for Group Appointment
Signing-Off on a Note
Adding New Clients
Using the My Clients Screen
Using the Task List Screen
Group Sign-Up Sheets
Billing
Overview
Users and Schedules Tab
Appointments Tab
Notes and Data Forms Tab
Client Tab
Security Tab
Task List Tab
Miscellaneous Tab
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Schedule Viewer Layout Tab
Schedule Viewer Colors Tab
Client Import Tab
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Administrative Features
Client Notes
Data Form Overview
Creating a Data Form
Titanium Appointment Screen Samples
Individual Appointment Screen
An Individual appointment is any appointment that involves a
single
client. This example is for a Personal Counseling appointment.
Notice the folowing features:
The Client Record, Client Note, and Billing information for this appointment are all instantly available via the buttons near the top of the screen.
The read-only Client comment near the bottom of the screen was brought forward from the Client record and displayed for the person making the appointment.
Displayed at the botton of the screen, we can see who created this appointment and who last changed it.
You're In Control
The values in all appointment Code lists are entirely created by your center. (
Personal Counseling
was selected from the list on this screen.)
Group Appointment Screen
A Group appointment is any appointment that involves a
multiple
clients. This example is for a Grief Group appointment, but a Group appointment would serve equally well for couples counseling.
Notice that the Group Note for this appointment is instantly available via the buttons near the top of the screen.
Moving Pictures
Get a feel for how easy it is to create and maintain appointments in Titanium Schedule by watching a brief demonstration video on the topic.
Watch Video
Clients Tab
This screen shot shows the Clients tab of the Group appointment screen above.
Here, we see the list of clients scheduled for this group session with attendance marked for each.
The column of buttons on the right side of the screen allow you to instantly access each client's Client Record, Client Note, and Billing information for this appointment.
Other Appointment Screen
An Other appointment is any appointment that does not directly involve a client. This example is for a Staff Meeting appointment.
Commonly used Other appointment codes include outreaches, professional development, supervision, research, vacations, etc.
Save Time
Any appointment in Titanium Schedule can be a
recurring
appointment. It's easy to place appointments on your schedule that recur at regular intervals. Make a staff meeting, for example, that occurs at 9:00 AM every Monday for the semester.
Scheduling Tab
This screen shot shows the Scheduling tab of the Other appointment screen above.
Here, we see a list of staff members who were added to this meeting by means of the Add/Select button. Notice that attendance can be marked for attendees.
This staff meeting appointment will now appear on the schedule of each person in this list. If the meeting is moved or cancelled, all schedules will be updated automatically.
Even though this appointment appears on several schedules, it is counted by statistics reports as a single meeting.
Additional Information Tab
This screen shot shows the Additional Information tab of an appointment screen.
The Additional Information tab can be custom configured by appointment type. It is most often used with Outreach appointments (a type of Other appointment) to record additional statistical data about the outreach.
This example shows the data recorded after an outreach presentation for the athletic department.
Questions?
Our qualified team will be happy to answer all your questions about features, pricing and technical matters.
Sales: 281-443-3544
Sales@TitaniumSoftware.com
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