Quilia is your practice's attorney portal: the easiest way to share records and updates with the attorneys on your patients' cases. When a firm asks for a bill or a record, upload it on the patient's page and it goes straight to the attorney. No fax, no email chain, and the patient never sees it.
Use this for anything you share yourself: a bill, a signed lien, an outside report, or records that aren't in your records system. If your records system is connected under Integrations, the records you choose can go on their own.
Before you start
The patient needs to be on your Cases page.
- If the firm is on Quilia, confirm the patient first. Read Confirm the patients law firms send you.
- If the firm isn't on Quilia (a patient you added or imported yourself), you can send right away. You need the attorney's email address.
Step 1: Open the patient
Sign in at directory.quilia.com, click Cases, then click the patient's name. Find File sharing on their page. The line under it tells you where files go: to the firm's case on Quilia, or to the attorney by email.
Step 2: Add the file
Drop the file onto the box, or click choose one and pick it.
- PDF, JPG, PNG or HEIC files only.
- Up to 25 MB each.
- One file at a time.
Then choose what kind of file it is: Medical records, Bill or Other document. A signed lien or anything else that isn't a record or a bill goes under Other document.
Step 3: Send it
- Firm on Quilia: click Share with and the firm's name.
- Firm not on Quilia: enter the attorney's email, then click Send to the attorney. The box suggests the people at that firm you already have an email for.
A green line confirms it was shared or sent.
Check the patient and the file before you click. Once a file is shared, it's in the firm's file, and Quilia can't take it back.
What the firm gets
A firm on Quilia gets the file on the patient's case, and in their case management system if they use one.
A firm not on Quilia gets an email from your practice, with an Open the file button. The email names the patient, so the attorney knows right away which client it's for. The name is never in the subject line. To open the file, the attorney asks for a 6-digit code, which Quilia sends to the address you emailed, so a forwarded email can't open it. Then the page shows the patient's name and date of birth, with a Download button. The attorney doesn't need an account. Replies to the email go to the person at your practice who sent it.
The link works for 30 days, so patient files don't sit open in an inbox. After that, the page says the link has closed and that your practice can send it again.
See what you've sent
Every file you share is listed under File sharing with its kind and when you shared it. Click Open to see your copy.
For files sent by email, each send shows who it went to and whether it was downloaded, not opened yet, or the link closed. To send a new link, enter an email address in the box and click Send again on the file. Use it when the old link has closed, or to send the same file to another attorney at the firm.
Common questions
Can I send a Word document or a zip file? No. Save or print it as a PDF first, then share the PDF.
My file is over 25 MB. Split it into smaller PDFs and share each one.
I don't see File sharing on the patient's page. The patient is on a Quilia firm's case and hasn't been confirmed yet. Confirm them, and File sharing appears.
Does the patient see the files? No. Files go to the firm only. Visits you share are the only thing the patient sees, on their calendar in the Quilia app.