Frequently Asked Questions

Quill transforms your clinical observations into professional documentation using responsible AI. Simply provide a brief summary you provide after the session ends -- never from a recording of the therapy session itself. This approach protects client privacy while saving you significant time on documentation. Try it free and see if it's for you!

Watch out, though -- there are other companies that want you to record your entire therapy session in order to achieve the same outcome, introducing an unnecessary privacy and ethical risk.

Using Quill takes a few minutes per session:

1. After your session ends, record or type a brief summary of what happened in the session, your observations, next steps, etc.
2. Click "Generate Note" and Quill creates your documentation in seconds.
3. Review, edit as needed, and copy/paste into your EHR.

It's that easy.

Quill works with all licensed mental health professionals and therapy modalities. This includes therapists, counselors, psychologists, social workers, and marriage and family therapists. We support all settings (private practice, group practice, agency, hospital) and all modalities (CBT, DBT, EMDR, and more).

Quill formats the clinical information you provide, so it works with any therapeutic approach. Get started free and give it a try.

Here's the biggest one: Quill never records your sessions. You provide a brief summary after the session ends, which protects client privacy and keeps you fully present during therapy.

Privacy is super important to us -- and of course to the therapist and the client! We're HIPAA compliant and we don't even store your notes or summaries after generation.

We're family-owned and built by a therapist and developer married couple, Jen and Jon. Our privacy-first approach means no session recordings ever. Learn more about our commitment to privacy.

No, Quill works alongside your existing EHR system. Quill generates notes as text that you copy and paste into your EHR. This makes Quill compatible with every EHR platform -- even paper-based systems. Your EHR remains your official record system; Quill simply helps you create the documentation faster.

Therapists consistently report that Quill saves them hours each week on documentation, reduces burnout, and significantly improves their work-life balance. Many say it's helped them stay in the field longer and spend more energy on clinical work (and their personal life!) rather than paperwork. Read therapist reviews or try it yourself.

The concept of Quill was dreamed up by Jen and Jon. (Note: It was mostly Jen.) They are married, but probably more relevant, Jen is a therapist and Jon is a software developer. As Jon was inventing various tools with AI, Jen thought, hey, that would be super useful for my notes too! A proof-of-concept was developed, and after many colleagues also wanted to use it, Quill was built and launched!

(We hope you like it as much as Jen and lots of other therapists do!)

Yes, Quill is HIPAA compliant. We take your privacy and data security seriously and offer signed Business Associate Agreements (BAAs) to all users.

Our infrastructure, processes, and policies meet HIPAA requirements for protecting protected health information (PHI). Get your signed BAA or start using Quill.

You can also read about how we go above and beyond HIPAA by reading our commitment to therapy session privacy page.

We think you mean HIPAA (Health Insurance Portability and Accountability Act). Yes, Quill is HIPAA compliant.

Yes, absolutely. Visit our BAA page to get a signed Business Associate Agreement. This is included for all Quill users at no additional cost and is required for HIPAA compliance when using third-party services to handle PHI.

No, never. Quill works from a brief summary you provide after the session ends. No session recordings are ever made or stored. This protects client privacy and eliminates the risks associated with handling and storing recorded sessions and transcripts.

We are committed to maintaining the privacy of therapy sessions!

No, Quill does not store your notes or session summaries.

Your EHR is the appropriate and only place to store clinical documentation. This is a core privacy and security feature that significantly reduces risk when using Quill. Your summary and notes (and other documentation) literally never get saved at Quill.

No, absolutely not.

We never use your clinical content to train AI models. Your session summaries and generated notes are not stored or used for any training purposes. When you use Quill, your data is processed to generate your note and then immediately discarded.

Also, we have contractual agreements with our AI provider to prohibit the retention and use of your data for model training.

When you submit a summary, it's encrypted in transit and sent to our data center based in the US. For AI processing, it is then sent to our US-based AI provider, with whom we have a zero data retention agreement in place. (Meaning they do not store the data, nor do they use it for any sort of AI model training.)

As mentioned elsewhere, we don't store your clinical notes or summaries -- they're discarded immediately after your note is generated. Account information (email, subscription details, customization and preference options, custom template configurations) is stored in the US.

Quill protects privacy through multiple safeguards:

• We never record sessions: You provide a summary after the session ends.
• We never store notes or summaries after generation. Our staff never has access to your clinical content.
• We're HIPAA compliant with signed BAAs available.
• We don't use your data to train AI models.

You can read our full commitment to privacy or get started with Quill today.

No, Quill does not make clinical decisions or recommendations.

Quill formats the information you provide. You decide what's clinically relevant, what interventions to document, what client progress to note, and all clinical interpretations. Quill does not suggest diagnoses, treatment approaches, or clinical judgments.

Think of Quill as a formatting tool that reorganizes your clinical thinking into professional documentation. You (the human) remain the professional therapist -- not the AI!

When used responsibly, yes. Quill supports your clinical judgment by formatting information you provide -- it doesn't replace your expertise. You remain fully responsible for reviewing and approving all notes before adding them to client records.

The ethical key is maintaining your professional responsibility: Quill is a tool that saves time, not a replacement for clinical thinking. And it does this without compromising the privacy of clients and the client-therapist relationship.

Recording therapy sessions (which many other AI note platforms encourage) creates significant risks that Quill simply doesn't have.

For tools that record sessions, they end up with an audio recording of the session and a transcript of the therapy session conversation. This captures everything that was said in the session, including non-clinical content that you wouldn't traditionally include in a therapy note), while failing to capture other context (like body language, sarcasm, etc.) The existence of the audio files and the transcripts, running it through AI and other third-party servers, etc., introduces a privacy risk that is simply unnecessary.

Quill's approach eliminates these risks: you provide only clinically relevant information after the session, no recordings of the session exist, no transcripts of the session exist, notes aren't stored after generation, and you and the client can stay fully present during sessions.

Learn more about our privacy-first approach.

Only you have access to your account and the notes you generate. Quill staff do not have access to view your session summaries or generated notes. We process your information solely to provide the AI note generation service, and we don't store it afterward.

No worries. We're HIPAA compliant and don't store your data. Once your note is generated, both your input summary and the generated note are immediately discarded from our systems. Even if you accidentally include a client's full name or other identifying information, that data isn't retained. Learn more about our privacy practices.

We would immediately investigate and contain threats, notify affected users per HIPAA requirements, and implement remediation measures.

However, because we don't store clinical notes or session summaries, the sensitive data at risk is significantly reduced. The most sensitive information -- your clinical content -- doesn't exist in our systems to be exposed.

No. Quill is completely separate from your EHR platform.

How it works:

• You manually provide a summary of each session.
• Quill generates a note based only on what you provide.
• You copy and paste the note into your EHR.
• Quill never accesses your existing client records.

This separation ensures your client records remain completely private and secure within your EHR.

No. Quill does not infer diagnoses, make clinical interpretations, or draw conclusions beyond what you explicitly provide. If you include a diagnosis in your summary, Quill will include it in the note. If you don't mention it, Quill won't add it.

The AI is designed to reorganize and format your clinical observations -- not to analyze, interpret, or expand upon them, unless you've provided explicit custom instructions telling it to do so. Your clinical expertise and judgment remain the sole source of all clinical content.

Use Quill after your session ends -- never during the session.

Take a few minutes to record or type a summary, Quill generates your note in seconds, review and edit as needed, then copy to your EHR. Total time per session is just those few minutes. This keeps you fully present with clients during sessions.

Yes, absolutely. Quill is designed for quick turnaround. Between back-to-back sessions, take a few minutes to record a quick summary on your phone or computer. Quill generates the note in seconds, and you can review it and paste into your EHR.

Of course, we fully recognize that this is easier said than done, considering that between sessions you may also need to:

• Get another coffee
• Eat dinner
• Take a quick bathroom break
• Follow-up on a denied insurance claim

But hey, maybe you can squeeze in a note every now and then!

A 2-3 minute summary is ideal. Include all necessary clinical details while staying concise. Quill formats what you provide. It doesn't invent details or fill in gaps. Your clinical judgment determines what goes into the note.

Include key therapeutic content and topics discussed, interventions used, client responses and progress, and important clinical observations. Quill formats what you provide -- it doesn't invent details. Your clinical judgment determines the content that goes into your documentation.

We offer a sticky note when generating a note to help guide you along with the details to provide. (And you can also customize that sticky note.) You'll see it once you generate your first free note.

Quill only includes what you provide in your summary. If you forget details, they won't appear in the note. If you later remember important details, you can always edit the generated note before adding it to your EHR.

You can also update your summary by clicking on "View summary and regenerate note", which gives you the opportunity to tweak your summary and, as the name suggests, regenerate the note.

Yes! You can either record audio or type/paste text -- whichever you prefer. Some therapists keep brief notes during sessions and paste them into Quill afterward. Others prefer to verbally record a summary. Both methods work equally well.

Yes, Quill works for all session types -- telehealth, in-person, phone sessions, and any other format. The workflow is the same: after your session ends, provide a brief summary and Quill generates your note. The delivery method of therapy doesn't change how Quill works.

Yes! When recording verbally, say "quote" and "unquote" around the direct quote. If typing, use quotation marks. Quill will preserve the quote in your generated note.

For example, you could verbally say: "The client said they were quote feeling frustrated unquote."

Absolutely! Always review and edit notes before adding them to your client's record. You can modify sections, add or remove details, rewrite in your own voice, and adjust clinical language. Quill provides a starting point -- you maintain full clinical responsibility for the final note.

Use custom instructions in My Account or when generating a note to specify your preferences for tone and style, detail level, terminology, clinical language, etc. This helps Quill match your documentation style.

Learn more about custom instructions or try it free.

No. Quill intentionally does not store your notes. This is a privacy and security feature. Please use your EHR system to store your clinical progress notes as you normally would.

No separate app is needed.

Quill's website is fully mobile-friendly and works on all devices -- iPhones, iPads, Android phones and tablets., you name it Just use our website from any browser, and it works seamlessly on mobile devices.

Yes! You can now generate treatment plans with Quill! Just like therapy notes, you just need to provide a summary (not a session recording!), and Quill will generate a treatment plan for you.

Quill generates your note in seconds -- typically 5-10 seconds after you submit your summary. The entire process, from recording your summary to copying the finished note into your EHR, usually takes just a few minutes. Most therapists find this saves them substantial time per session compared to writing notes manually, not to mention anxiety and stress.

Yes! Sign up for free with no credit card required. You get 5 free progress notes, 5 free treatment plans, access to all note formats (SOAP, DAP, BIRP, PIRP, SIMPLE), and the ability to create custom templates. If you find it valuable, upgrade to unlimited for $20/month.

Individual plans are $20/month for unlimited notes and treatment plans. Team plans are $20/month for the first user and $16/month for each additional team member. Try it free first with no credit card required.

Quill is currently billed monthly at $20/month for individual plans. There are no long-term commitments -- you can cancel anytime with no penalties or cancellation fees.

Yes, absolutely. You can upgrade from individual to team plan or downgrade from team to individual at any time from My Account. Changes take effect immediately, and billing adjusts on your next cycle -- there are no penalties for changing plans.

Yes! Sign up for our team plan and invite your team members. Team plans include unlimited notes for all clinicians, shared custom templates, centralized billing, and separate secure workspaces for each team member. Each clinician needs their own login for security and compliance. Get started today!

Team pricing is $20/month for the first user and $16/month for each additional team member. When a new member joins mid-cycle, their cost is prorated—for example, joining 15 days into a billing cycle costs approximately $8 for that first partial month. View full pricing details.

Go to My Account and click "Upgrade to the Team Plan," then invite your team members via email. Upgrading is instant, and you can begin inviting clinicians immediately. Learn more about teams.

Yes, absolutely. Each clinician has their own completely separate workspace. Only templates are shared, and you have the choice between keeping templates private or sharing with your team. All clinical content, notes, and summaries are completely private to each clinician.

One team member cannot see another's clinical content under any circumstances.

Yes! When creating or editing a custom template, toggle the "Share with team" option to make it available to all team members. This ensures consistent documentation formats across your practice while allowing each clinician to maintain their own private templates as well.

Yes. Each clinician can create their own private templates and set their own custom instructions and preferences. You can also create shared templates that the whole team can use. This flexibility lets you maintain practice-wide standards while allowing individual customization for different specialties or client populations.

The team owner (the person who created the team account) manages all billing, payment methods, and team member invitations. Team members cannot see billing details or payment information -- they just get unlimited access to Quill as part of the team plan.

No, never. The team owner and administrators have no access to any clinician's clinical content, notes, or summaries. Each clinician's clinical work is completely private and secure. Administrators only manage billing and team membership -- they cannot view, access, or retrieve any clinical documentation.

Yes. The team owner can remove team members from My Account at any time. When removed, that clinician loses access immediately to Quill, and the team's cost adjusts automatically on the next bill, with the unused prorated amount being applied to that next bill. There's no penalty or cancellation fee for removing team members.

Quill supports all major therapy note formats including SOAP (Subjective, Objective, Assessment, Plan), DAP (Data, Assessment, Plan), BIRP (Behavior, Intervention, Response, Plan), PIRP (Problem, Intervention, Response, Plan), and SIMPLE (narrative-style notes).

Also, you can also create custom templates for any format your practice requires. Visit our note formats page for detailed examples or get started free.

The SIMPLE note format presents all critical details in one cohesive narrative paragraph rather than separated sections. This format is perfect for EHR systems that prefer narrative-style notes or when you want a more flowing documentation style instead of structured sections.

This was a format requested by therapists using Quill!

Yes. Quill generates professional progress notes in standard formats. You maintain full control over what clinical information is included, and you review and approve every note before submission. Always check your specific insurance panel's requirements, but our standard formats (SOAP, DAP, BIRP, PIRP) meet most insurance documentation standards.

Yes. If your EHR requires a specific format, you can create a custom template that matches exactly what your EHR needs. Many therapists have created custom templates that mirror their EHR's section headers and structure. This makes copy/pasting into your EHR seamless. Create a custom template or register for Quill to see how it works.

Creating a custom template is straightforward. Go to Documentation Templates and click "Create New Template." Define your sections and format, and Quill will help you refine the template. Once created, you can use it immediately to generate notes.

Yes. You can create unlimited custom templates and choose which template to use for each note. Some therapists create different templates for different client populations (children vs. adults), different insurance requirements, or different types of sessions (individual vs. group). On team plans, templates can be shared across clinicians or kept private.

Custom instructions personalize how Quill writes within standard formats (SOAP, DAP, etc.) -- controlling tone, detail level, and terminology preferences.

Custom templates create entirely new documentation formats with your own sections and structure.

Think of it this way: instructions tweak existing formats; templates create new ones. You can use both together for maximum customization.

Yes! We offer:

• All major note formats (DAP, SOAP, BIRP, PIRP, SIMPLE)
• Custom templates you can build for your specific needs
• Shareable templates for group practices

Yes! Provide a summary and Quill will generate a treatment plan with goals, objectives, and interventions. You get 5 free treatment plans to try, and unlimited treatment plans are included with your subscription.

Yes. Use custom documentation templates to create an intake assessment that matches your specific format and requirements. Record your summary of the intake session and Quill generates the formatted assessment.

All of them! Quill formats the clinical information you provide, so it works with:

• CBT, DBT, ACT, EMDR
• Psychodynamic, person-centered, solution-focused
• Family therapy, couples therapy, group therapy
• Any therapeutic orientation

Use custom instructions to specify terminology specific to your modality.

You can create a custom documentation template for any clinical documentation need including supervision notes, discharge summaries, crisis assessments, group therapy notes, couples therapy notes, case conceptualizations, and any specialized format your practice requires.

Go to My Account and click "Manage Plan (via Stripe)," then select the cancel option. Your access continues until the end of your current billing period, and there are no cancellation fees or penalties.

Your billing period starts the day you subscribe. If you subscribe today, your next bill will be exactly one month from today on the same date.

Go to My Account and click "Manage Plan (via Stripe)," then click the pencil icon next to your current payment method to update it. Changes take effect immediately.

Go to My Account and click "Manage Plan (via Stripe)." You can view and download all past invoices under "Invoice History." Invoices are available for the entire duration of your subscription.

We'll notify you via email and automatically retry the charge. You'll have a grace period to update your payment method in My Account. If you need assistance, contact us and we'll help resolve the issue.

Quill doesn't store clinical notes or summaries -- your EHR is the sole repository for clinical documentation. When you cancel, your account settings and custom templates are preserved in case you return, your access continues until the end of your billing period, and there are no penalties or fees.

Email us with details about what you were trying to do, what happened instead, and any error messages you received. We respond quickly and will help resolve your issue.

Absolutely! We're a small, family-owned company that values your input. Please send us an email and share your ideas. Many of our best features have come from therapist suggestions!

Quill is designed to be intuitive and easy to start using immediately.

If you need help getting started, creating custom templates, or optimizing your workflow, email us and we'll walk you through it. We're happy to help you get the most out of Quill.

We typically respond to support emails within a few hours during business hours (Monday-Friday, 9am-5pm EST). For urgent issues, we often respond even faster.

Honestly, even for non-urgent issues, we're typically responding within a few minutes... We're a small team committed to providing excellent, responsive support to every therapist using Quill.

Yes, absolutely! We love to hear your feedback. If Quill has made your work life easier, sharing your experience helps other therapists discover how Quill can help them too. The success of Quill is because of therapists telling other therapists about us... And we do not take that for granted.

Yes! We currently support DAP, SOAP, PIRP, BIRP, and SIMPLE formats, and we're always looking to expand.

If you need a specific note format, send us an email so we can prioritize it. You can also create custom templates for any documentation format you need!

Session recording introduces significant risks we're unwilling to take: ethical and privacy concerns, data security and breach risks, changes to the therapeutic relationship, and the need to store sensitive recordings. Our approach -- a brief summary after the session -- keeps you fully present with clients, protects privacy, and still saves significant time on documentation.

Learn more about our privacy commitment.

We listen to therapist feedback! We prioritize based on user impact, privacy alignment, clinical value, and feasibility.

Being family-owned means we build what's best for therapists, not what maximizes profit.

Email us with ideas -- many of our best features started as suggestions from therapists like you!

All of them! Quill generates notes as text that you copy and paste into any EHR system. This works with SimplePractice and any other EHR -- even paper-based systems.