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What to Share During Active Treatment

Jan 26, 2026Case Management
Law FirmsPortal TutorialTreatmentDocumentsClient Communication

Keep clients engaged and documenting during the critical treatment phase of their case.

The active treatment phase is when clients are most engaged - and when documentation matters most. Here's how to maximize this critical period.

Weekly Check-Ins

Messages list in Quilia Portal
The Messages page showing your sent, scheduled, and draft messages
Weekly check-in: How is your recovery going? Please log your pain levels and any new symptoms. Also, let me know about any upcoming appointments so I can track your progress.

Post-Appointment Follow-Up

I saw you had an appointment today. How did it go? Please log it in the app and note any new diagnoses, treatments, or referrals. This information is valuable for your case.

Treatment Compliance Reminders

Client details page
View detailed client information and case activity

When Client Misses Appointments

I noticed you missed your appointment on [date]. Treatment gaps can be used against you by insurance companies. Please reschedule as soon as possible and let me know if you're having any issues.

Encouraging Continued Treatment

Keep up the great work with your treatment! I know it's time-consuming, but following your doctor's plan builds a much stronger case. Every appointment documented is evidence in your favor.

Documentation Reminders

Pain Logging

Reminder: Daily pain logging makes a real difference. Even on good days, please log - showing the ups and downs of recovery tells your story better than medical records alone.

Photo Documentation

If you're still experiencing visible symptoms (bruising, swelling, limited mobility), please continue photographing them. Time-stamped images are powerful evidence.

New Symptom Communication

If you experience any new symptoms, please: 1) Tell your doctor immediately, 2) Log it in the app, 3) Message me. New symptoms can affect your case value.

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