How to Add Medical Appointments in Quilia
Published on September 4, 2025
Video Description
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.
Tags
Related Videos
1:07
Filevine Tutorial: Exporting Medical Providers
In this tutorial, Kenny Eliason walks through how to export a list of medical providers from Filevine using the Report Builder. You’ll see exactly how to set up the report, modify fields, and generate a clean export ready for use. Steps covered in this walkthrough: Open Report Builder and choose your marketing list. Replace “Address 1” with “Address Line 1,” city, state, and zip. Add Company Name to the top of your report. Filter contacts by type: medical provider. Run the report, save it, and export to Excel. By following these steps, you’ll have an accurate, organized list of medical providers in minutes.
case management softwarelaw firm efficiencypersonal injury attorneysfilevine tutorial0:53
Adding Existing Clients from Neos into Quilia
This tutorial shows how to quickly import existing clients from Neos into Quilia. The process takes just a few clicks, letting you sync cases and get clients set up in the app right away. Steps covered in this walkthrough: In Quilia, click Import Existing Clients. Copy a Case ID from Neos and paste it into the prompt. Confirm the client’s case details and assigned staff. Complete the import and verify the case is added. If automatic invites are off, send a download invite manually to the client. With this workflow, you can seamlessly pull cases from Neos into Quilia, ensuring clients are ready to start participating in their case without delay.
case management softwarelaw firm efficiencypersonal injury attorneysneos integration0:33
Adding Your First Client to Quilia
Getting started with Quilia is simple. In this tutorial, you’ll learn how to add your very first client to the platform and send them an invite to download the app. Steps covered in this walkthrough: - Log in and click Add New Client in the top-right corner. - Enter the client’s name, a text-enabled phone number, case type, and preferred language. - Click Add Client to create their profile in Quilia. - To notify them, click Send Download Invite and confirm. That’s it—your client is now set up and ready to participate in their case using Quilia.
case management softwarelaw firm efficiencypersonal injury attorneysclient onboarding