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Adding Your Preferred Provider List

Updated Jan 26, 2026 · Published Aug 22, 2025•Portal Tutorial

The Provider List in Quilia serves as your firm's curated directory of trusted medical providers, ensuring clients access accurate options for care. Adding providers streamlines the process, reduces reliance on external sources, and helps maintain organized, reliable documentation for your cases.

Law FirmsPortal Tutorial
Have your assistant do it. Ask ChatGPT or Claude instead of clicking through the steps.

Connect your assistant to Quilia once, then ask in plain words. It reads every article here and works in your firm's account, so it can build a form, look up a case or set up an automation for you to switch on.

Connect your assistant to Quilia

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.

Preferred Provider List in Quilia

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

Adding Providers One at a Time

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.

Looking for providers to add? The Quilia Provider Directory lists personal injury providers by state and specialty, such as chiropractors in Nevada and imaging centers in Arizona.

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