Add an appointment once and Quilia does the rest: it shows in your client's app right away, the client gets reminders before the visit, and Quilia asks them how it went afterward. See Automatic Appointment Reminders and Follow-Ups for exactly what the client gets and when.
Add a medical appointment
- Open the client's case and select the Treatment tab.
- Select Appointments, then Add Appointment.
- In Create a new appointment, choose the Date and Time.
- Choose the Provider. If they aren't on the list yet, you can add a new one from the same menu.
- Optionally, choose a Treatment Type.
- Select Create Appointment.
The appointment appears in the table on the same tab. As the client tells Quilia what happened, its status changes there too: Attended, Missed, Rescheduled, Canceled or Released.
Other ways appointments get added
- From Filevine or another case management system: in the CaseConnect extension, select + in the client's conversation, then Add Doctor Visit.
- By the client: in the Quilia app, or by texting ℚ about it ("I see Dr. Lee on Tuesday at 3").
Court dates, depositions and meetings at your office go on the case's Calendar tab instead.
Video walkthrough
Tip: add appointments as soon as they are scheduled with the provider. The sooner they are in Quilia, the sooner the reminders start working for you.