Generating Documentation with Quill
The whole Quill workflow, end to end -- the kinds of documentation you can generate, how to give Quill your input, and how to review and refine the draft before you copy it into your EHR.
Custom Documentation Template Guide
Learn how to create and customize documentation templates for whatever you need. Quill can do much more than just progress notes.
Step-by-step instructions for setting up your first documentation template -- including what to enter (and what not to).
Edit sections, add required phrases, reorder content, and fine-tune your template so Quill writes your documentation your way.
Generate documentation using your template the same way you already use Quill -- just record or write a summary, and you're done.
Browse real examples of how other therapists are using templates, and grab a few ideas to help you get started.
Documentation Worksheets Guide
Worksheets give you a faster way to provide therapy session details when generating documentation -- just check a few boxes instead of typing or recording everything out.
Spin up a fresh worksheet from a sensible starting set of questions -- then customize from there. Here's the walkthrough.
Add new questions, change the existing ones, switch between multiple choice and free text, and reorder until your worksheet flows the way you'd like it to.
Once your worksheet is set up, using it is fast -- just tap the answers that apply, optionally add audio or text, and generate.
Worksheets aren't just for progress notes -- you can build a worksheet tailored to each of your custom documentation templates.
Make copies, rename, switch between them, or delete the ones you don't need anymore. The basics of keeping your worksheet library tidy.
Note Preferences Guide
Learn how to customize how Quill writes your therapy notes -- from note format to custom instructions to terminology and more.
Pick the progress note structure that works best for you -- SOAP, DAP, BIRP, PIRP, or SIMPLE.
Give Quill specific guidance on tone, style, and content -- like giving feedback to a colleague who's writing your notes.
Choose between normal-length notes or extra concise notes -- whatever fits your documentation style.
Replace 'therapist' and 'client' with your preferred terms, and set up automatic word replacements for your notes.
Use the Sticky Note as a personal teleprompter to help you remember what to include in your session summaries.
Treatment Plan Guide
An overview of how to generate treatment plans with Quill -- when the built-in flow is the right fit, and when a custom documentation template will serve you better.
Walk through the built-in treatment plan flow -- providing your input, generating a draft, and refining it until it's ready for your EHR.
The built-in treatment plan flow is great for getting started, but most therapists who care about treatment plan structure end up building their own custom template -- here's why, and how.
Sticky Notes Guide
A small but mighty feature -- the Sticky Note is a personal teleprompter that lives next to the note input, reminding you what to cover in every summary.
Team Administration Guide
Everything you need to know about running a team at Quill -- the difference between roles, how to invite folks, and how to keep your team tidy as it grows.
Send a single invite from your team page, and we'll do the rest. Here's exactly how it works at Quill.
Inviting a whole practice to Quill? Paste in your list of email addresses, review what we found, and send them all at once.
Someone on your team invited you to Quill? Here's what to expect in your inbox -- and what happens once you click the link.
The Manager role lets trusted teammates help run a team at Quill -- inviting, removing, and keeping the team list tidy -- without giving them access to billing or other roles.
Sometimes an invite gets ignored, lost in spam, or just goes stale. Here's how to nudge it back to life -- or call it off entirely.
When a teammate leaves your practice -- or just doesn't need Quill anymore -- here's how to remove them and what happens next.
Your Quill Account & Subscription Guide
How accounts, subscriptions, and billing work at Quill -- starting your free trial, subscribing, updating payment info, canceling, and getting support.
Quill's free trial gives you a real feel for the product before committing to anything -- a few free progress notes and treatment plans, full access to features, no credit card required.
How to go from the free trial to a paid subscription, choose between individual and team plans, and switch between them when your needs change.
How to update the card on file, download past invoices, and check when your next bill is due -- all from a single button on the My Account page.
How to cancel a Quill subscription -- what happens to your access, what stays on your account if you come back, and how there are no penalties or cancellation fees.
When something's not working, when you've got a question, or when you've got an idea that would make Quill better -- here's how to reach us, and what's most helpful to include.
Feedback Guide
Learn how to share feedback with Quill -- whether it's about a specific note, a feature idea, or just to say hello.
After generating a note, treatment plan, or custom template, you can submit feedback directly from that page.
For feature requests, questions, or anything else -- you can always reach us by email.
If Quill has been helpful, leaving a review helps other therapists discover us.
Recording Audio Guide
How to record a brief summary of a therapy session at Quill -- the input mode many therapists find fastest -- and what we are (and aren't) doing while you record.
A walk through the recording flow at Quill -- starting, watching the timer, stopping, and submitting your audio to generate documentation.
What to do mid-recording if you need a moment to think, want to add more to an existing recording, or want to start over from scratch.
Most computers have more than one microphone these days -- here's how to make sure Quill is recording from the right one.
When the recording isn't working at Quill -- no sound, error messages, microphone not found -- here's how to systematically figure out what's wrong.