New Documentation Template

Fill out the details below to create a first draft.

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A descriptive-enough name to help you easily find this template in the future.

A sentence or two describing how you intend to use this template in the future.

These are the sections that will be included whenever you use this template in the future.

Put each section name on its own line — just a few words each like "Presenting Concerns" or "Next Steps".
Do not provide any extra details — you'll do that on the next step, after you click "Generate Draft".

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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!