Quilia is your practice's attorney portal, and this is the easiest way to get records to your patients' attorneys. Once ModMed is connected, the documents you choose go to the attorney on each patient's case on their own. You decide what goes by filing it under one ModMed category, so nothing leaves your practice by accident.
Step 1: Create a category in ModMed
In ModMed, go to Practice Settings > Manage Document Categories and create a category for attorney records, for example Attorney. Turn off ModMed's automatic classification for that category, so only your staff file documents there.
Step 2: File a document under it
Open a patient's chart in ModMed and file a document under your new category. The category shows up in Quilia after a document is filed in it and Quilia syncs.
Only documents for patients on your Cases page are sent. Read Confirm the patients law firms send you if a patient isn't there yet.
Step 3: Pick the category in Quilia
Sign in at directory.quilia.com, click Integrations, then ModMed.
Under Only send documents filed under, pick your category from the list. Each one shows how many documents are filed under it. If it isn't on the list yet, choose Other… and type its name exactly as it is in ModMed. Click Save category.
Once Quilia finds the category in ModMed, it shows Matched in ModMed. Renaming the category in ModMed later doesn't break the match.
Step 4: Choose how far back
Under Send documents dated from, choose one:
- The day you connected (the default)
- A date you pick
- Everything in the chart
Click Save. If you pick an earlier date, Quilia tells you how many patients that covers and asks before sending. Click Send them to go ahead.
Step 5: Turn on sending
Under Send documents to attorneys, turn on Send documents to attorneys. Quilia tells you how many patients this covers and asks first. Click Start sending.
From then on, each document you file under your category reaches the attorney within 30 minutes. To send one right away, click Sync now.
If sending is on and no category is picked, the page warns you that every category is sent, including intake forms, ID cards and faxes. Pick a category to avoid that.
What the firm receives
Firms on Quilia get the document on the client's case, just as if you had shared it yourself from the patient's page. It also goes to the firm's case management system, if they use one. The patient never sees it.
Firms not on Quilia get an email with a secure link to the document. The email names the patient, and the attorney opens it with a code sent to their own email address, no account needed. The link works for 30 days. It goes to the firm contacts on the patient's case, or to everyone at the firm you have an email for. If you have no email for the firm, the document waits until you add one on the firm's page.
Which documents are sent
- Only documents filed under your category. Everything else in the chart stays in ModMed.
- Only documents dated on or after your start date under Send documents dated from. Documents with no date are never sent.
- PDFs and images (JPEG, PNG or HEIC), up to 25 MB each. Other formats aren't sent. Share those yourself from the patient's page.
- Each document once. Syncing again, or filing it again, doesn't send a second copy.
What you send is your practice's call. Practices often send:
- Visit notes
- Imaging reports
- The initial exam
- The discharge or final report
Stop sending
Turn off Send documents to attorneys. It stops right away. Documents already sent stay with the firms, and the top of the page shows Documents: not being sent.
Common questions
I filed a document but it didn't go. Check that it's filed under the exact category you picked, that its date is on or after your start date, and that it's a PDF or an image. Then click Sync now.
Can I move an older document into the category? Yes. It's sent on the next sync, as long as its date is on or after your start date.
Does Quilia change the document in ModMed? No. Quilia only reads from ModMed. The document stays exactly as it is in the chart.