The Provider List inside Quilia acts as your firm’s built-in rolodex of trusted medical providers. Adding your own providers ensures that clients see accurate, reliable options when searching for care. This reduces reliance on outside sources like Google, which may be incomplete or inaccurate, and keeps your cases moving forward with the right documentation.
Step 1: Navigate to Providers
From the left sidebar, click Providers. This will open your firm’s provider directory.
Step 2: Add a Provider
Click Add Provider in the top right corner.
Step 3: Fill Out Provider Details
Enter the provider’s information, including:
- Provider Name
- Provider Type (business or individual)
- Address (street, city, state, and ZIP code)
- Phone Number
Once completed, click Save
Why This Matters
By creating a preferred provider list, your firm gives clients a trusted starting point when seeking medical care. This not only makes the process easier for them but also ensures you receive accurate treatment records tied directly to the case. If a provider isn’t listed, clients can still add them in the app — but starting with your curated list keeps everything organized and reliable from day one.