Titanium schedule On-line Training

Titanium Schedule On-Line Training Videos

Our award-winning training videos demonstrate various parts of Titanium Schedule. The videos only cover a portion of Titanium Schedule and should not be considered as a comprehensive list of features.

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What's New in the December 2007 Release
The videos below cover the some of the larger changes in the new release of Titanium.

Appointment Scheduling

Attendance

Recurring Couples and Groups

Outreach

Non-Client Notes

Client Notes with Data Forms

Client File and Appointment History

Data Form Overview (For SYSTEM level users)
Creating a Data Form (For SYSTEM level users)

Schedule Viewer Screen

Schedule Viewer Screen description

Appointment cell description

Displaying schedules

Finding a client's appointment This is commonly used when a client calls to say they forgot when their next appointment is.

Finding the next open appointment slot

Placeholders

Using placeholders

Adding a placeholder

Scheduling an appointment over a placeholder

Clients

Adding new clients

My Clients Screen

Using the My Clients screen

Task List

Using the Task List screen

Case Notes

Entering case notes for a client appointment

Entering case notes for a group appointment

Enter case notes that are not associated with an appointment

Signing off on a case note

Group Sign Up Sheets

Group sign up sheets

Billing

Billing

These videos are specific to an earlier version of Titanium. (E.g. The pre-December 2007 release)

Appointments

Appointment type definitions

Adding an appointment for an existing client

Adding an appointment for a new client

Recurring appointment description

Adding a recurring appointment

Editing recurring appointments definitions

Outreach appointments

Copying and moving appointments

Taking attendance

My Clients Screen
Adding clients to your My Clients screen

Clients
Entering client contact and demographic information

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