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-------------- Older Videos --------------
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
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Security Tab
Task List Tab
Miscellaneous Tab
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Schedule Viewer Colors Tab
Client Import Tab
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Administrative Features
Client Notes
Data Form Overview
Creating a Data Form
Titanium Configuration Screen Samples
Client
This is the Client tab of the System Configuration screen.
This tab controls the content displayed on the
Client Screen
, which primarily contains client contact and identifying information.
Note: Client demographic information is stored in a Data Form which can be one of the pre-defined Data Forms that comes with Titanium or a custom Data Form created by your center.
Video
There are far too many Configuration Screen features to address here. Watch our video on the subject for more details.
Watch Video
Schedule Viewer
This is the Schedule Viewer Layout tab of the System Configuration screen.
This tab lets you customize the
Schedule Screen
.
Notice that you can set several values, like the start time for the time column and how many rows and schedule columns are displayed.
Appointments
This is the Appointments tab of the System Configuration screen.
This tab controls the
Appointment Screen
, and lets you setup your appointment codes, groups of appointments, and your outreaches.
Codes
This is the Appointment Codes screen, ariived at by clicking the Appontment Code List button on the screen above.
This screen lets you build your center's list of available appointments. You can specify several values, including appointment type, description, and display color.
See the screen below for appointment deatils.
Details
This is the Details tab of the Appointment Codes screen above. It shows the details for the appointment highlighted above (Personal Counseling).
You can also specify other properties for this appointment code, like default appointment length and default client note type for notes associated with this appointment.
You can also indicate if a reminder should be added to the Task List if no client note is written or if outreach information is not entered.
List Table
Most drop-down lists used throughout Titanium are user-definable. For example, this screen lets you setup or modify the values in the College drop-down list.
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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