Students are to check their task list every day to see what needs to be done.

For couple/family, it will bring up the appointment information.  For individual appointments it will only open up the case note.  Appointments are locked after 30 days so if you can't get into the appointment to do a note, let the Clinic Administrative Assistant know so it can be unlocked.

Task List Status

• Yellow or Red highlight = Case notes 30/60 days overdue

• Signature Required = Note needs to be signed

• Returned to Originator = Supervisor sent it back for edits

• No Note for Appointment/No Group Note for Appointment = Need to do a note

• Missing Attendance = Appointment was never marked whether client attended or not OR client was not added to the appointment.  You will need to go to the appointment to mark attendance and/or add missing clients

• Not Distributed = After supervisor has signed the note & there is more than one person at the appointment.  You will need to open the note and click 'Distribute' on the top bar.

There are flags based on things we are tracking and special concerns or issues with clients. Some client may have multiple flags.  Some of the flags are:

• Needs Copies of Custody Paperwork - If custody paperwork is still needed, this flag will be active & generate an alert window every time you visit the client's chart.  To deactivate this flag, confirm receipt of custody paperwork with the Clinic Administrative Assistant

• TGNB - Transgender/Non Binary

• TBNG Family Member - Family member of a transgender/nonbinary individual (e.g. mom, dad, sibling, partner, etc)

• Child - Any client under the age of 18

• Risk - A client with special circumstances that you would have been notified about

Short video on generating and reading a monthly report generated on Titanium.

Additionally, here are step by step instructions:

• Log into Titanium

• Click “Reports”

• Click “Activity Summary by Appointment Code”

• Choose “Single” and select your name

• Keep “All Appointments”

• Date Range = “Month - Last”