Proper notification settings ensure your firm stays informed about client needs without getting overwhelmed by alerts. Because every staff member has different responsibilities, notifications in Quilia are configured per user. Your settings apply to your account only and do not affect what the rest of your team sees.
Accessing your notification settings
To manage your alerts, go to Settings → Notifications. This page contains all of your personal preferences for emails, desktop alerts, and case muting.
Email alerts
Email settings allow you to control which events trigger a message to your inbox. All staff members see these options unless noted otherwise.
- Client Session Emails: Receive an email when a client completes a session in the Quilia app, helping you stay up to date on their treatment progress.
- Client Activity Summary Emails: Instead of individual alerts, receive a consolidated summary of client activity. When enabled, you can choose a Delivery Frequency of Daily or Weekly.
- NPS Rating Emails: Get notified when a client submits a Net Promoter Score rating, allowing you to follow up on feedback promptly.
- Unanswered Message Alerts: Receive a reminder when a client's message has gone unanswered so no communication slips through the cracks.
- Possible Treatment Gap Alerts: Get an email when a client may have a gap in their medical treatment, allowing you to check in and keep their care plan on track.
- Case-Type Mapping Suggestions: (Admins only) Receive suggestions for mapping case types from your case management system to Quilia to keep your automatic imports running smoothly.
- Stuck Import Reminders: Receive alerts when a case import is stalled or encounters an error.
- AI-Powered Summaries: Enable AI-generated summaries in your emails to quickly digest client activity. When enabled, you can choose a Summary Style of Concise, Detailed, or Custom. If you select Custom, an Instructions field appears for you to tailor the summary to your specific needs.
- Product Updates: Opt in to receive emails about new Quilia features and important product announcements.
Desktop Notifications
If you keep the Quilia portal open while you work, you can enable Desktop Notifications. This allows your browser to display alerts for new messages or important events even when you are looking at another tab or application. All staff members can enable this setting.
Muted cases
Sometimes a specific case generates too many notifications or is being handled entirely by another team member. The Muted cases section lists any cases you have chosen to silence. Muting a case stops its alerts for your account only. All staff members can manage their own muted cases from this section.