Client Intake

1. Client Invitation via Case Management Software: Simply add the client to your case management software as usual. Quilia’s integration will automatically handle inviting the client to set up their app account. Please note, clients cannot log in to the app until they receive their invitation via text or email.
2. Quick & Easy Download: Your client will receive an invitation to download the Quilia app via text or email. They can download the app and sign in using their mobile number. Quilia’s system ensures a seamless onboarding process for your clients.
3. Introduce Quilia to New Clients: As you onboard new clients, introduce them to the Quilia app. Let them know that this is their go-to platform for sharing all case-related information securely and efficiently.
4. Onboard During Intake: During the intake process, help your client get started with the app. Assist them in downloading the app and show them basic functionality, such as how to view updates and track their case progress. This will help them feel confident using the app.
5. Client Data Entry: Once signed in, your client can begin entering relevant information directly into the app, reducing the need for manual data entry by your team.

☎️ Support

If you have any questions about this process, please don’t hesitate to contact us!

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Support Team

702-337-3127

[email protected]

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