Connecting MyCase to Quilia

MyCase integration allows seamless data flow between your practice management and client communication systems.

Prerequisites

• MyCase account with admin access

• Quilia Portal admin account
• API access enabled in MyCase (Settings > Integrations)

Connection Steps

1. In Quilia Portal, go to Settings > Integrations
2. Click "Connect" next to MyCase
3. You'll be redirected to MyCase to authorize
4. Review permissions and click "Authorize"
5. Return to Quilia and confirm connection

Sync Settings

Configure what data syncs between systems:

• Cases: Auto-import new PI cases
• Contacts: Sync client information
• Documents: Two-way document sharing
• Notes: Communication logs to MyCase

Importing Existing Cases

After connecting, import your existing cases:

1. Go to Cases > Import from CMS
2. Select MyCase as the source
3. Choose cases to import
4. Map any custom fields
5. Click Import

Best Practices

• Start with a few test cases
• Verify field mapping before bulk import
• Train staff on workflow changes