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How to Add an Appointment to a Client’s Case

Published on September 16, 2025

Video Description

Learn how to quickly add an appointment for a client in Quilia’s portal. In this short walkthrough, we cover navigating to the client’s profile, adding the appointment, setting date/time/provider, and confirming that it shows up on the client’s end.

Tags

case management softwaretreatment trackingclient portalsautomate case managementmedical appointmentscalendar
Transcript
Adding an appointment to the client's phone is super straightforward. Just navigate to the client in the portal, click on the appointments tab, add an appointment, set your date, time, choose a provider. When you're ready, click create. The client will automatically receive the appointment on their side. And you'll see by navigating to the treatment tab, appointments. There's doctor Maxwell for the seventeenth at ten AM just like you said it.

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