Custom Documentation Templates

Generate therapy documentation with a custom template!

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No custom templates yet — but you’re just one minute away from changing that.

Every therapist has their own style when it comes to documentation. Maybe it's an extra section in your progress notes, specific intake assessment details, or even a phrase or sentence that must always be included. Now's your chance to make it yours — exactly the way you like.

Quill has developed a new feature to let therapists create and customize and fine-tune these templates. Once created, these templates can then be used to generate documentation — with the therapist recording a brief summary of the important details, and then Quill doing the rest of the work!

I want to create my first documentation template.

Build your own documentation template — it's faster than you think.

1. Fill in the basics.

Just enter a name, short description, and a list of section names. That's all you need to get started. Seriously.

2. Let Quill draft it.

We'll turn your outline into a complete template with example content for each section — so you're never starting from scratch.

3. Customize it.

Add required phrases, switch formats, rearrange sections, add more details — tailor it to your workflow and clinical needs.

When you're done, you'll have a ready-to-use template. You can generate documentation by providing a summary of important details, and Quill will fill out your template for you. (And you can share your template with your team too!)

Want to learn more? Read our guide to custom documentation templates!

Here are a few examples to spark ideas:
Intake Assessment

Details about a client's first session to record background information, current symptoms, goals for therapy, etc.

  • Presenting Concerns
  • Mental Health History
  • Current Symptoms
  • Treatment Goals
SOAP Note

Progress note to record important details following a client session.

  • Subjective
  • Objective
  • Assessment
  • Plan
Supervision Note

A brief note to document a supervision meeting with a supervisee.

  • Topics Discussed
  • Client Challenges
  • Supervisor Feedback
  • Next Steps

Feel free to use the name, description, and sections from the above examples to see how custom templates work!

Create New Documentation Template

What are documentation templates?

Create and customize templates for your unique documentation needs, adding new sections, requiring certain sentences or phrases, and shifting where certain details should be included.

Then use your template to generate your documentation: record a brief summary and Quill will fill out your template. (Just like it works for notes!)

For more information, read our documentation template guide.