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.
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Vertical0:27How to Add Medical Appointments in Quilia
Adding your medical appointments in Quilia helps you and your attorney stay on the same page about your treatment. By logging appointments and updates, you’re creating a clear record that supports your case, keeps your recovery organized, and makes sure nothing gets missed. Here’s how it works: - Tap Appointments. - Select Add Appointment. - Choose your medical provider from the dropdown. - Set the date and time. - Click Save. - On the confirmation screen, note if you attended, rescheduled, or were released from treatment. - You can also add your next appointment, upload documents, or leave notes right there. - Click Save and Close to finish. With each update, your case file stays accurate, your care timeline is crystal clear, and your attorney has exactly what they need to fight for the best outcome.
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0:53Adding Existing Clients from Neos into Quilia
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