Titanium schedule On-line Training

Titanium Schedule On-Line Training Videos

The training videos are divided into two categories.

Configuration videos for System Level users to learn how to configure the Titanium Schedule application
User videos to show use most people will use Titanium for day to day activities.

The videos only cover a portion of Titanium Schedule and should not be considered as a comprehensive list of features.

These training videos were recorded at a screen resolution of 800 x 600. We recommend setting your screen resolution to 1024 x 768 or higher so you can see the entire video window without scrolling.

If you must use a lower resolution, try switching your browser to Full Screen mode so you can see more of the video. (In Internet Explorer, the F11 key toggles between Full Screen and normal viewing mode.)

You need to have the Adobe Flash Player installed to watch these videos.

Configuration Training Videos
The videos below cover many of the topics required to configure Titanium Schedule. There is usually one video for each tab on the System Configuration screen. Most of the areas covered by these videos can only be accessed by SYSTEM level users in Titanium.

Overview

Users & Schedule tab of the System Configuration Screen

Appointments tab of the System Configuration Screen
Notes & Data Forms tab of the System Configuration Screen

Client Notes

Data Form Overview

Creating a Data Form

Client tab of the System Configuration Screen

Security tab of the System Configuration Screen

Task List tab of the System Configuration Screen

Miscellaneous tab of the System Configuration Screen

Reports tab of the System Configuration Screen

Schedule Viewer Layout tab of the System Configuration Screen

Schedule Viewer Colors tab of the System Configuration Screen

FUTURE VIDEO: Client Import tab of the System Configuration Screen (Written documentation is available.)

FUTURE VIDEO: Billing tab of the System Configuration Screen

FUTURE VIDEO: CSCMH tab of the System Configuration Screen

Web Component tab of the System Configuration Screen

Administrative Features

User Training Videos
These videos are helpful for anyone using Titanium Schedule.

Current Videos

Appointment Scheduling

Attendance

Recurring Couples and Groups

Outreach

Non-Client Notes

Client Screen

Client Notes with Data Forms

Client File and Appointment History

The remainder of the videos are a little older and the screens may not exactly match the current version of Titanium. The topics covered are still relevant.

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