Filevine Tutorial: Exporting Medical Providers
Published on August 21, 2025
Video Description
In this tutorial, Kenny Eliason walks through how to export a list of medical providers from Filevine using the Report Builder. You’ll see exactly how to set up the report, modify fields, and generate a clean export ready for use.
Steps covered in this walkthrough:
- Open Report Builder and choose your marketing list.
- Replace “Address 1” with “Address Line 1,” city, state, and zip.
- Add Company Name to the top of your report.
- Filter contacts by type: medical provider.
- Run the report, save it, and export to Excel.
By following these steps, you’ll have an accurate, organized list of medical providers in minutes.
Tags
Related Videos
0:35How to Add an Appointment to a Client’s Case
Learn how to quickly add an appointment for a client in Quilia’s portal. In this short walkthrough, we cover navigating to the client’s profile, adding the appointment, setting date/time/provider, and confirming that it shows up on the client’s end.
case management softwaretreatment trackingclient portalsautomate case management
0:53Adding Existing Clients from Neos into Quilia
This tutorial shows how to quickly import existing clients from Neos into Quilia. The process takes just a few clicks, letting you sync cases and get clients set up in the app right away. Steps covered in this walkthrough: In Quilia, click Import Existing Clients. Copy a Case ID from Neos and paste it into the prompt. Confirm the client’s case details and assigned staff. Complete the import and verify the case is added. If automatic invites are off, send a download invite manually to the client. With this workflow, you can seamlessly pull cases from Neos into Quilia, ensuring clients are ready to start participating in their case without delay.
case management softwarelaw firm efficiencypersonal injury attorneysneos integration
0:33Adding Your First Client to Quilia
Getting started with Quilia is simple. In this tutorial, you’ll learn how to add your very first client to the platform and send them an invite to download the app. Steps covered in this walkthrough: - Log in and click Add New Client in the top-right corner. - Enter the client’s name, a text-enabled phone number, case type, and preferred language. - Click Add Client to create their profile in Quilia. - To notify them, click Send Download Invite and confirm. That’s it—your client is now set up and ready to participate in their case using Quilia.
case management softwarelaw firm efficiencypersonal injury attorneysclient onboarding