Firm administrators can customize how different types of cases behave in Quilia. By configuring case types, you can control what information is collected, which features clients see in their app, and how cases sync with your case management system (CMS).
To manage these settings, open Settings → Case Types.
Case type list
The list on the left shows every case type available to your firm, grouped by category. Use the search box to find one quickly. A link icon next to a case type means it is mapped to your case management system.
Use the switch next to each case type to turn it on or off for your firm. Turning a case type off prevents new cases of that type from being imported or created, but does not affect existing cases.
Select a case type to open its settings on the right. The tabs are described below.
App Settings
The App Settings tab controls what clients on this case type see when they open the Quilia app. Each switch saves as soon as you flip it.
Feature Visibility
Turn individual screens and features on or off for the client app, grouped by area (treatment, case, vehicle and so on), each with a short description of what the client sees. This lets you hide features that are not relevant to the case. For example, if a case type does not involve medical treatment, turn off the treatment features so clients do not see them.
Some features sit under the screen they belong to. Ride Requests is under Transportation and is off until you turn it on. See Ride Requests.
Integration
(This tab appears when your firm has connected a supported case management system.)
The Integration tab controls how this Quilia case type connects to your CMS.
- Project-type mapping: Choose which CMS project or case types should automatically be categorized as this Quilia case type when imported.
- Field mappings: Configure how specific data fields in Quilia correspond to fields in your CMS.
For a complete guide on syncing data correctly, see CMS Field Mapping.
Symptoms
(This tab appears when custom symptoms are turned on for your firm.)
The Symptoms tab lets you customize the specific symptoms clients are prompted to log during their recovery. To learn more, see Custom Symptoms.
Misc
- Collect Social Security Number: When enabled, clients in this case type will be prompted to securely provide their Social Security Number. Turn this on only if it is necessary for the specific type of case.
- Use as default for unlinked case types: If you use a CMS integration, cases often import with a case type that is not mapped to Quilia. When this setting is enabled, any unmapped case will automatically be assigned this case type upon import.
Documents
The Documents tab lets you configure which documents clients are asked to upload and which firm documents are shared with them. For full instructions, see Configuring the File Checklist.