Client Portal: How To Update Your Medical Treatment

How To Update Your Medical Treatment

To keep Quikaid up to date with your medical appointments, you will need to navigate to the "Medical Treatment" page (https://my.quikaid.com/Treatment).

Please note that to access this specific page in the Quikaid Client Portal, you must already be logged in.

The "Medical Treatment" Page of the Quikaid Client Portal allows our clients to easily update Quikaid with their newest appointments related to their disabling condition(s). The list displayed on this page is used by Quikaid to request all your medical records. Please note that you should not include treatment information that is more than 3 years old when updating your appointments. The Social Security Administration wants to know how your conditions are affecting your ability to work at the present time. Should you be seeking current medical treatment for all your disabling conditions (no matter when you were initially diagnosed), your current records will speak on the severity of your conditions.  

To add a new appointment to a doctor's office or hospital that is already on this list, simply click on the "I have new treatment at this facility" button next to the corresponding facility. Make sure you scroll all the way down to review all the facilities that are listed.

You will then be directed to a new screen where you will be walked through the information needed from you. You will start with the “When was your visit” field. You only need to include the date of your most recent appointment (month and year is acceptable). Any appointment prior to this most recent date will be included when your records are requested. You can also include the frequency of your appointments here in such cases where you have weekly or monthly appointments. As an example, if the appointments are frequent, add the date as a range 12/2022 through 01/2023. There is no need to add every single appointment date.  

Next, move on to the “What was the reason for the appointment” field and include a brief description of what your visit was for such as “Mental health”, “Primary Care Doctor”, “Medication refill”, “Back surgery”, etc. 

Lastly, you can include the doctor’s name, (if known), in the “Who was the doctor” field. 

After you have added all the information required, click on the green "Next" button. You will now be re-directed to the Medical Treatment page once again. You will be able to see the entry you just made. If you made an error and happened to enter the appointment on the wrong medical facility, simply click on the yellow "Remove" button, and your entry will be deleted. Make sure to go back and re-enter the information correctly.

If you need to add a new doctor's office or hospital that is not on this list, click on the blue "I have received treatment from a facility not on this list" button. You will then be directed to a new screen where you will be walked through the information needed from you. Make sure you include all the information required as this will ensure that your medical records are requested from the correct location. 

You will start with the medical facility name, their physical address, suite or floor number (if one exists), and zip code. Our system will auto-populate the city and state for you. After you enter this information, click on the green "Next" button.

As we saw earlier, you will then be asked to enter the date, reason for your visit, and the doctor’s name, if known. Once you have added all the information required, click on the green "Next" button. You will now be re-directed to the "Medical Treatment" page once again and you will be able to see the entry you just made. If you made an error and entered the appointment incorrectly, simply click on the yellow "Remove" button, and your entry will be deleted. Make sure to go back and re-enter the information correctly.

Quikaid Client Portal, Updating Medical Treatment

Need More Help?

We understand that navigating a client portal can be a new experience for some, and we're here to support you every step of the way. Should you require further assistance or guidance, we highly encourage you to explore our comprehensive A-Z overview of the client portal, which is designed to provide in-depth insights into the various features and functionalities available to you.

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