Law firms call practices to ask one thing more than any other: is the patient still coming in? Quilia, your practice's attorney portal, answers it for you. Once ModMed is connected, each completed visit in your charts shows on the firm's case on its own. Only visits that already happened: never your schedule, upcoming appointments or notes.
Turn it on
Sign in at directory.quilia.com, click Integrations, then ModMed. Under Share completed visits with attorneys, turn on Share completed visits with attorneys. It's off until you turn it on.
Visits go back as far as the date under Send documents dated from on the same page. Visits before that date aren't sent.
What the firm sees
Each visit shows on the client's case as an attended appointment, with four things and nothing more:
- The date
- The time
- Your practice
- A short visit type: Evaluation, Follow-up Visit or Consultation
Your notes, the reason for the visit, who saw the patient, your schedule and upcoming appointments all stay in ModMed.
If the firm already had an appointment with your practice that day that was still waiting for an answer, Quilia marks that appointment attended instead of adding a second one. If it had no time, it gets the time from your chart.
The visit also shows on the patient's calendar in the Quilia app, as a visit that already happened. On your own patient page in Quilia, it's marked from ModMed.
Which visits are sent
- Only finished visits. A visit is sent once its note is signed in ModMed, which is how Quilia knows the patient was seen. Visits still in progress wait, and go on the next sync after the note is signed. Scheduled appointments aren't visits yet, so they're never sent. If a visit that was already sent is canceled in ModMed, it comes off the firm's case.
- Only visits on or after your start date under Send documents dated from.
- Within 30 minutes of the note being signed. Quilia checks ModMed every 30 minutes.
What has to be in place
For a visit to reach a firm:
- The patient is confirmed and matched in ModMed. Read Connect ModMed to Quilia for how matching works.
- The firm is on Quilia. Firms that aren't on Quilia don't get visits. You can still track them on the patient's page.
- The firm's case lists your practice as a provider. If it doesn't, ask the firm to add your practice to the client's case.
Stop sending
Turn off Share completed visits with attorneys. Nothing new is sent after that. Visits already sent stay on the firm's case.
Common questions
Does this change my ModMed schedule? No. Quilia only reads from ModMed and never changes anything in it.
Do I have to turn on documents to send visits? No. Visits and documents each have their own switch.
A visit shows without a time. The visit in ModMed has no start time. Add one in ModMed and the firm's case picks it up on the next sync.