MyCase Integration Settings Guide

This guide covers the advanced configuration options for your MyCase integration with Quilia. You can access these settings by navigating to Settings > Features and clicking Configure next to MyCase.

Integration Dashboard Overview

The MyCase integration dashboard provides a central place to manage all aspects of your integration.

The dashboard includes:

• Setup Progress - Visual indicators for Case Types, Phases, and Settings
• Configuration Sections - Expandable panels for each setting area
• Subscriptions - Webhook management
• Import Options - Tools to bring in existing clients

Case Type Mapping

Match your MyCase practice areas to Quilia case types so cases import correctly.

Why Mapping Matters

When a case imports from MyCase, Quilia needs to know what type of case it is. The mapping ensures:

• Correct case type assignment in Quilia
• Appropriate phase configuration applied
• Right templates and workflows activated

Setting Up Mappings

1. Expand the Case Types section
2. You'll see a table with MyCase types on the left and Quilia types on the right
3. For each MyCase practice area, select the corresponding Quilia case type
4. Click Save when done

Unmapped Case Types

If a MyCase case has a practice area that isn't mapped:

• By default, it won't import automatically
• Enable Unmapped Case Types in Features to assign them to a "Default" type
• You can then manually change the case type in Quilia

Case Phase Configuration

Phases represent the stages of a case (Discovery, Treatment, Settlement, etc.). Configure how MyCase stages map to Quilia phases.

Setting Up Phases

1. Expand the Case Phases section
2. Map MyCase case stages to Quilia phases
3. Configure automated phase messages (optional)
4. Save your changes

Automated Phase Messages

When a case moves to a new phase, Quilia can automatically send messages to the client. This keeps clients informed without manual effort.

To enable:

1. Go to Settings > Features and enable Phase Messages
2. In the MyCase configuration, set up which phases trigger messages
3. Configure the message content in the Phase Messages settings

General Settings

The General Settings panel controls day-to-day integration behavior.

Auto-Invite Clients

When enabled, new clients imported from MyCase automatically receive an invitation to download the Quilia app.

• Enabled: Clients get a text message with app download instructions
• Disabled: You manually invite clients when ready

Recommendation: Enable this for seamless onboarding. Disable if you want to control when clients join.

Note Mode

Choose how Quilia activity syncs to MyCase case notes.

Multiple Note Mode (Default)

• Each client activity creates a separate case note in MyCase
• Pros: Easy to see timestamps, filter by activity type
• Cons: Can create many notes over time

Single Note Mode

• All activity consolidates into one master note per case
• The note updates and moves to the top when new activity occurs
• Pros: Cleaner notes list, all activity in one place
• Cons: Individual timestamps less prominent

To change:

1. Expand General Settings
2. Find the Note Mode toggle
3. Select your preferred option
4. Save changes

Activity Feed Options

Configure what client activities sync back to MyCase:

• Pain scores and daily logs
• Treatment appointments
• Document uploads
• Profile updates
• Messages opened

By default, all activity syncs. This ensures your case files are complete.

Subscriptions (Webhooks)

Subscriptions are how MyCase notifies Quilia about changes in real-time.

What Subscriptions Do

When you create a case in MyCase, a webhook notifies Quilia to import it. Subscriptions enable:

• Real-time case import
• Case updates (stage changes, client edits)
• Deletion notifications

Managing Subscriptions

1. Expand the Subscriptions section
2. View active webhook subscriptions
3. Create new subscriptions if needed
4. Delete broken or duplicate subscriptions

Note: Subscriptions are typically set up automatically when you connect. Only modify if troubleshooting.

Import Existing Users

For cases that existed before you connected the integration:

Adding Existing Clients

1. Click Add client in the Import Existing Users section
2. Search for the case by MyCase case URL or case ID
3. Review the case details
4. Click Import to bring the case into Quilia

The client will receive an invitation to download the app (if auto-invite is enabled).

Tip: You can also import cases using the Quilia Case Connect browser extension while browsing MyCase.

Danger Zone

At the bottom of the settings page, you'll find options to reset the integration:

Clear Credentials & Sessions

• Removes your MyCase authentication
• You'll need to re-connect the integration
• Use if you're having authentication issues

Clear All Data

• Removes all import and configuration data

Cannot be undone

• Only use if starting completely fresh

Best Practices

1. Set up case type mapping first - This ensures cases import correctly
2. Enable auto-invite - Gets clients engaged quickly
3. Choose your note mode early - Changing later creates mixed note styles
4. Don't modify webhooks unless troubleshooting
5. Test with one case before relying on automation

Troubleshooting

Cases Not Importing

1. Check that webhooks are active in Subscriptions
2. Verify the case type is mapped
3. Ensure Unmapped Case Types is enabled (if applicable)
4. Check that the MyCase connection is active (not expired)

Activity Not Syncing to MyCase

1. Verify the integration shows as "Connected"
2. Check that the sync hasn't been paused
3. Wait a few minutes (syncs every ~2 minutes)
4. Look for errors in the integration dashboard

Authentication Expired

1. Go to Settings > Features
2. Click Configure next to MyCase
3. Click "Reconnect" or follow the OAuth flow again