How to Create a Treatment Plan

The built-in treatment plan flow is the fastest way to get a treatment plan out of Quill. You provide a short summary of what should be in the plan, optionally paste in an existing version, and Quill generates a structured first draft. From there, it's review, edit, and copy.

Getting to the treatment plan page

Head to the treatment plan page -- you can also get there from the chooser bar at the top of any documentation page by clicking "Treatment Plan".

You'll see a two-step layout: provide a summary, then optionally paste in any existing treatment plan you're working from.

Providing your summary

The first section is where you describe the plan. There's no need for a polished narrative -- Quill is happy to work from rough notes. Mention the things that matter:

• The client's presenting concerns and diagnoses.
• The goals you and the client have agreed on.
• The objectives or measurable steps that support each goal.
• The interventions you'll be using.
• Any other details that should appear in the plan (frequency of sessions, expected duration, coordination of care, and so on).

Just like with progress notes, you can provide this summary by audio or by text -- pick whichever's faster for you. A few minutes of audio is usually enough.

Working from an existing treatment plan

If the client already has a treatment plan and you're updating it (or just want Quill to follow its existing structure), paste it into the second section. When that field is filled in, Quill uses the existing plan as a reference and applies your updates on top of it.

This is especially useful when:

• You're doing a quarterly or annual review and only need to update specific sections.
• The existing plan has a structure you'd like to preserve.
• A new clinician is taking over and you'd like Quill to refresh the plan while keeping continuity.

If you're starting from scratch, just leave this field blank.

Generating the draft

When your summary is ready, click "Generate Treatment Plan" at the bottom. Quill will write a structured first draft.

Reviewing the draft

What you get back is a starting point, not a finished document. Read through it. Edit anywhere you'd like -- click into the text and make changes directly. Add details Quill missed, tighten language that came out wordy, remove anything that doesn't apply.

The clinical judgment is still yours. Quill is just doing the formatting and organizing work.

Regenerating if the first draft isn't quite right

If the draft is far enough off that editing isn't the right move, click "View Summary and Regenerate Treatment Plan". You'll see your original input -- add to it, edit it, change it however you'd like -- and then click "Regenerate Treatment Plan" to produce a fresh draft from your updated input.

Copying into your EHR

Once the treatment plan looks the way you want it, copy it and paste it into your EHR. Quill doesn't store the final document on its end -- your EHR remains the system of record.