By default, clients see a standard list of symptoms to choose from when logging how they feel in the Quilia app. The Custom Symptoms feature allows your firm to change that list by adding specialized symptoms or hiding standard ones. You can manage a global list for the entire firm or set specific lists for different case types. When clients open the symptom tracker in the app, they will only see the options your firm has chosen.
Turning on custom symptoms
Before you can edit the symptom list, an administrator must turn the feature on for the firm.
- Go to Settings and select Features.
- Find the Custom Symptoms switch and turn it on.
Turning this switch on adds a new Symptoms tab to your Settings menu.
Managing the firm symptom list
Once the feature is on, you can update the firm master list of symptoms.
- Go to Settings and select Symptoms.
- To hide a symptom, find it in the list and turn the switch off. Clients will no longer see it as an option in the app.
- To add a single symptom, click Add one at a time. Enter the symptom name and select a Category.
- To add many symptoms at once, click Import from a document. This allows you to upload a document containing your firm list of symptoms.
Setting symptoms by case type
You can also choose which symptoms appear based on the type of case. This is useful if you want to show different symptoms for a vehicle accident than you would for a workers compensation case.
- Go to Settings and select Case Types.
- Click on a specific case type in the list.
- Click the Symptoms tab at the top of the case type settings.
- Use the switches to show or hide specific symptoms for this case type.
Clients assigned to this case type will now see this customized list when they log their symptoms in the app.