Mobile Intake: Capturing New Client Information

Capture essential information during initial consultations using the mobile app, even when away from the office.

Starting a New Intake

1. Open the Quilia app

1. Tap "New Intake"
2. Enter basic contact information
3. Begin the intake form

Essential Information

Client Details

• Full legal name
• Contact information
• Date of birth
• Emergency contact

Accident Information

• Date and time
• Location
• Type of incident
• Brief description

Initial Injuries

• Body areas affected
• Initial pain level
• Emergency treatment received

Photo Capture

Take photos during intake:

• ID and insurance cards
• Visible injuries
• Accident scene (if at location)
• Vehicle damage

After the Consultation

1. Save the intake
2. Sync when connected to internet
3. Full case created in portal
4. Send client app invitation