Let's walk through how to actually make one of these things.
Creating your own documentation template at Quill is surprisingly quick -- and once you've done it once, you'll see how easy it is to reuse, tweak, and share.
Getting to the template editor
When you're logged into Quill, click "Custom Templates" in the menu. (Or click the "Generate" dropdown and choose "Manage Templates".) Then click "Create New Documentation Template".
Entering the basics
You'll see three fields:
| Field | What to enter |
|---|---|
| "Name" | Just the title of your template. Something like "Intake Assessment" or "Supervision Note". |
| "Description" | A sentence or two about when this template should be used. For example: "Used to document a client's first therapy session and initial treatment goals." |
| "Section Names" | The important one. One section per line -- just the headers you want in your document. |
What to do
Keep it simple -- just the headers of each section. One per line, like:
- Presenting Concerns
- Mental Health History
- Treatment Goals
What not to do
Don't add explanations, examples, or formatting, like:
- Presenting Concerns: What the client said in their own words
- Mental Health History (diagnoses, family history, etc.)
- Treatment Goals - make them SMART!
Quill just needs to know the structure here. Only the section names. You'll get a chance to customize everything else in the next step.
Letting Quill generate your draft
Click "Generate Draft", and Quill will build out a complete first version of your template using the section names you entered.
You'll see suggested details to include in each section. From here, you can tweak and adjust however you'd like -- the next guide covers all of that.
You're not locked in
You can edit or rename your template any time. You can also create as many as you want. So don't worry about getting it perfect the first time. Experiment.
Stuck creating your first template, or wondering whether your idea will work? Send us an email and we'll help you sort it out.
