TITANIUM
SCHEDULE
User Training
Click or tap a box below to watch the video

Getting Started

Chapters:
  • Intro & Login
  • User Settings
  • Create Clients
  • Client File
  • Appointments
  • Group Appts
  • Notes
  • Group Notes
  • Task List
  • My Clients List
  • Additional Help

Total Runtime: 14:16

User Settings

  • Chapters:
  • Introduction
  • Defaults Tab
  • Viewer Layout Tab
  • Viewer Colors Tab
  • User Interface
  • Accessibility
  • Calendar Sync Tab
  • CCMH Tab

Total Runtime: 18:49

Accessibility

  • Chapters:
  • Accessibility Settings
  • Keyboard Shortcuts
  • System Settings
  • Getting Help

Total Runtime: 11:43

Appointments

Chapters:
  • Adding
  • Editing
  • Group/Couple
  • Other Appt
  • Recurring
  • Edit Recurring
  • Split Series
  • Copying
  • Placeholders
  • Attendance
  • Deleting

Total Runtime: 19:44

Scheduling

  • Chapters:
  • Find Openings
  • Find Client Appointments
  • Online Scheduling
  • Waitlist
  • Appointment Reminders
  • Manual Reminders
  • Other Texts
  • Text Multiple Clients

Total Runtime: 20:00

Client Screen

Chapters:
  • Add Client
  • Contact Info
  • Medical Info
  • Disability
  • Security
  • Flags
  • Demographics
  • Shortcuts
  • Search for Clients
  • Edit Clients
  • Deactivate Clients

Total Runtime: 14:34

Productivity Tools

  • Chapters:
  • Task List
  • My Clients List
  • Client Import
  • Approve Incoming Data

Total Runtime: 17:08

Notes

Chapters:
  • Content & Types
  • Adding Notes
  • Client File
  • Note Narrative
  • Templates
  • Spell Check
  • Copy Prior Notes
  • Diagnosis
  • Data Forms
  • Copy Prior Form
  • Attachments
  • Forwarding
  • Signing
  • Addendum

Total Runtime: 20:22

e-Prescribing & MedLog

  • Chapters:
  • Identity Proofing
  • 2-Factor Authentication
  • Creating Prescriptions
  • Creating MedLog Notes

Total Runtime: 20:54

Working with Groups

  • Chapters:
  • Add Group Sign Up Sheet
  • Manage Group Members
  • Create Group Appointment
  • Create Group Note
  • Individual Addendum

Total Runtime: 6:22

Working with Non-Clients

  • Chapters:
  • Add Non-Client Notes
  • File Non-Client Notes
  • Document Outreach

Total Runtime: 4:05

Supervision Tools

  • Chapters:
  • Edit Interns
  • Intern Appointments
  • My Interns List
  • Intern Files
  • Deactivate Interns
  • Review Intern Notes

Total Runtime: 16:20

Communicating with Clients

  • Chapters:
  • Copy Email Addresses
  • Form Letters
  • Accommodation Letters

Total Runtime: 14:13

Billing: Invoice

Chapters:
  • Invoice Screen
  • Invoices Needed
  • Appt. Invoices
  • Sliding Scale
  • Other Invoices
  • Account Credit
  • Printing
  • Find Invoices
  • Write Offs
  • Billing File
  • Print Billing File
  • Insurance Payments
  • Account Write Off
  • Multiple Clients
  • Filter Search

Total Runtime: 18:33

Billing: Insurance

  • Chapters:
  • Client Insurance
  • Enter Service
  • Enter Payment
  • Generate Claims
  • Fix Claim Issues
  • Print Claims
  • Claim Status
  • Pay & Adjust
  • Resubmit

Total Runtime: 17:37

Reports

  • Chapters:
  • Frequently Used Reports
  • Generate Reports
  • Export Data
  • Advanced Client Search
  • Report FAQs
  • Printer Setup

Total Runtime: 11:25