Settings
29 articles
Configure Quilia to match your workflow. Customize notification preferences, user permissions, organization settings, and integration options.
For Providers
Add Your Team to Quilia
Give everyone at your practice their own login to your attorney portal. Invite each person by email, choose Staff or Admin, and remove anyone who leaves.
For Providers
Connect ModMed to Quilia
Quilia is your practice's attorney portal. Connect ModMed and the attorneys on your patients' cases get the records and visit updates you choose, without faxing or emailing them. Quilia only reads from ModMed.
For Providers
Claim Your Practice's Listing and Keep It Current
Your practice is already on the Quilia directory because a law firm or its client listed you on a case. Claim the listing for free, fix your hours and phone, add your other offices, and invite your staff.
For Clients
Exporting Your Case Record as a PDF
Export My Case in the Quilia app builds a PDF of everything saved on your case, which you can save to your phone, print, or send to someone you trust.
For Firms
Ride Requests: Letting Clients Ask Your Firm for a Ride
Clients without a car can ask your firm for a ride to an appointment from the Quilia app. Turn it on by case type or for one client, and see what your case team receives.
For Firms
The Features Settings Page
A guide to every switch on the Settings → Features page and what each controls for your firm and clients.
For Firms · allCMS
Custom Symptoms
Learn how to enable and manage custom symptom tracking for your clients, including bulk imports and per-case-type lists.
For Firms · allCMS
Ask a Question
What the Ask a Question switch does, what your clients see in the Quilia app, and who at your firm gets their question.
For Firms · allCMS
CaseChat Settings
What each CaseChat switch on Settings → Features does, including Replies in CaseChat, Group Threads and Log Export.
For Firms · allCMS
Mapping CMS Fields and Contact Types
Learn how to configure mapping between your CMS fields, case types, and contact types to ensure the right data imports into Quilia.
For Firms
Office Locations and Business Hours
Set office hours for each location and each day of the week, manage your offices, assign team members to an office, and see where hours, locations and contact details show up for clients.
For Firms
Setting up an Organization Alert
Learn how to set up an organization-wide alert banner to notify all clients about office closures, holiday hours, or other firm-wide announcements.
For Firms · allCMS
Organization Profile and Branding
Configure how your firm name, icon, logo, and colors appear for clients in the Quilia app.
For Firms · allCMS
Providers and Keeping Provider Information Accurate
Where Quilia's provider information comes from, everything Quilia does automatically to keep it accurate and current, and how your firm can review and fix it.
For Firms · allCMS
Signup Link and Signup Requests
Share one link that lets a prospective client ask your firm to set them up in Quilia, then review each request and create the client when you are ready.
For Firms · allCMS
Unmapped Case Types and the Default Case Type
What happens to a case whose type in your case management system is not mapped to a Quilia case type, and how the Default case type gives it a fallback.
For Firms · allCMS
CreoRx + Quilia: Prescription Cards for Your Clients
How your firm connects CreoRx to Quilia, sends prescription card requests, lets clients request a card, and tracks active cards and filled prescriptions.
For Firms · allCMS
Configuring the File Checklist
Configure the File Checklist in the Quilia Portal. Set which documents to request per case type, add custom names, and tell clients what to send.
For Firms · notApplicable
Connect Google Business Profile
Connect your Google Business Profile to Quilia to manage and respond to Google reviews, assign reviews to your team, and share your best reviews — all from the Reputation page in your portal.
For Firms · allCMS
CMS Integration Settings Explained
What each setting in the Settings section of your CMS integration page does, and which case management systems show it.
For Clients · allCMS
How to Enable CaseChat Message Translations on the App
The Quilia app enables automatic translation of CaseChat messages to your preferred language, facilitating communication with your legal team. To enable translations, open the app's Settings, toggle on message translations, and set your preferred language to ensure accurate translations.
For Firms · allCMS
How to Enable CaseChat Message Translations in the Portal
Learn how to enable automatic message translations in CaseChat. When enabled, messages from clients are automatically translated to your preferred language, making multilingual communication seamless.
For Firms · mycase
MyCase Integration Settings Guide
This guide covers the advanced configuration options for your MyCase integration with Quilia, including case type mapping, client access, note modes, subscriptions, and troubleshooting.
For Firms
Managing Case Notifications on Mobile
Configure which case updates you receive as push notifications on your mobile device.
For Firms
Managing Your Notifications and Alerts
Configure how you receive notifications about client activity and case updates.
For Clients
Understanding Push Notifications
How Quilia's push notification system works and how clients can manage their preferences.
For Clients
How to Give Someone You Trust Access to Your Case
Add a spouse, parent, power of attorney, or anyone you trust as a delegate on your case in the Quilia app, choose whether they can only view or can also help, and remove them at any time.
For Firms · allCMS
Quilia Firm Setup Checklist
Set up your Quilia organization, connect your case management system, configure client access, and test the complete client experience before launch.
For Firms · allCMS
Case Type Settings
Configure how different types of cases are handled, what information is collected, and what features clients can access.
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