https://www.loom.com/share/f64952ab7afa4cb0a6e95c9a5c55fe0b?sid=34b5088a-f388-4f88-802e-fca4ae893de5

Step by Step

1. Log into Quilia
   • Navigate to the Import Existing Clients button and click it.
2. Enter a Case ID
   • A prompt will appear asking for a Case ID.
   • Open NEOS and locate the Case ID (found in multiple places).
   • Copy the Case ID you want to import.
3. Paste the Case ID in Quilia
   • Return to Quilia and paste the copied Case ID into the prompt.
4. Verify Case Details
   • Check that the correct case (e.g., MVA for Dixie Fidel) is being imported.
   • Confirm the assigned staff if applicable.
5. Complete the Import
   • Click the Import button.
   • Wait for the success confirmation message: Client case imported successfully.
6. Verify the Import
   • Go to the Clients section in Quilia.
   • Locate the newly imported client’s case (e.g., Dixie Fidel).
   • Confirm that the case appears in Quilia.
7. Send an Invitation (if required)
   • If automatic invites are OFF, you must manually send the invite.
   • Click Send Downloaded Invite (status will show as Pending until sent).
   • Once sent, the client should receive the invite to join Quilia.

✅ Done! The client’s case is now successfully added to Quilia.