Quilia is your practice's attorney portal: the easiest way to share records and updates with the attorneys on your patients' cases. Give each person who works those cases their own login, so nobody shares a password and everyone works from the same patients, firms and balances.
Invite someone
Owners and admins can invite people.
- Sign in at directory.quilia.com. On your Dashboard, click your practice's name to open its listing.
- Scroll down to Team.
- Under Invite someone, enter your coworker's email address.
- Choose Staff or Admin, then click Send invite.
Your coworker gets an email from Quilia with an Accept invitation button. They choose a password and join your practice in one step. If they already have a Quilia account with that email, they sign in instead. The invite only works for the email address you sent it to.
An invite lasts 14 days. Until it's accepted, it waits under Invited with the role and the date you sent it. Click Resend to send it again (that starts a new 14 days), or the X to cancel it.
Who can do what
There are three roles.
- Staff work every patient, firm and the listing: bills and payments, visits, notes, file sharing, status requests and your listing's details. They can see the team but can't change it, and they can't set up or change integrations.
- Admins can do everything Staff can, and also invite people, remove Staff and other Admins, switch someone between Staff and Admin, choose who gets notifications, and connect and manage integrations.
- Owners can do everything Admins can, and also make someone else an owner, change or remove an owner, and change your listing's link or hide it from the directory. Whoever claimed the listing is its first owner.
To change someone's role, open the role menu on their row under Members. Nobody can change their own role, except an owner stepping down, and a practice always keeps at least one owner. To hand the practice to someone else, make them an owner first.
Who can manage integrations
Only owners and admins can connect your records system under Integrations, sign any agreement it needs and change what's sent. Staff can see the Integrations page, with a note that your practice's owners and admins can connect it.
Choose who gets notifications
New patients from firms, new reviews and messages from your listing go to one person on your team. Owners and admins pick that person under Notifications, in the same Team section.
Messages from your listing show under Messages in the menu, which appears once visitors can message you. It's for people who find you on the directory, not a chat with firms. The updates and files you share reach the firm's case on their own.
Remove someone
When someone leaves your practice, an owner or admin clicks Remove on their row, then Remove? to confirm. They can no longer open your practice on Quilia.
You can't remove yourself, only an owner can remove an owner, and the last owner can't be removed. If you invite someone back later, they return with the role on the new invite.
Common questions
Can two people share one login? Give each person their own. An invite is tied to one email address, and removing someone when they leave only works if they have their own login.
The invite expired before my coworker opened it. Click Resend under Invited. The link in the new email works for another 14 days.
Can Staff see every patient? Yes. Everyone on the team works all of your practice's patients and firms. The roles only differ in who can manage the team, integrations and the listing's settings.