Creating a worksheet at Quill is meant to feel like spinning up a new note: low-friction, easy to undo, easy to experiment with. You don't have to get it perfect the first time. (You'll iterate. Everyone does.)
Getting to the new worksheet page
From the main menu, click "My Worksheets" -- that's the worksheets page. Then click "Create New Worksheet" at the bottom. You'll land on the worksheet editor with a fresh worksheet ready to customize.
You can also get there directly from a new note -- if the "Worksheet" panel is open, the "Change Worksheet" dropdown has a "Create New Worksheet" link.
Starter questions in a new worksheet
A new worksheet doesn't start completely empty. We give you a handful of sensible starter questions to react to -- things like session location, primary focus, mood, interventions used, client progress, and next steps. Each one is a fully-editable example, not a fixed default. Hover over any question, click "Edit", and change it however you'd like.
Why start this way? Most therapists find it easier to react to a list of questions than to invent one from scratch. So we give you a starting point, and you shape it from there.
Changes save automatically
You won't see a "Save" button on the worksheet editor, because there isn't one. As you add, edit, reorder, or delete questions, your changes save in the background. When a save succeeds, you'll see a small "Saved" confirmation pop up briefly. If anything ever fails to save, you'll see a "Save failed" warning instead.
That means you can experiment freely -- there's no draft to lose if you close the tab and come back later.
Naming your worksheet
The worksheet starts with a default name, but you can rename it any time. Click "Edit Worksheet Name", type something that'll help you remember what this worksheet is for, and save.
Some real names we've seen therapists use:
- "Standard Progress Note"
- "Telehealth Sessions"
- "Couples Intake"
- "EMDR Sessions"
- "Group Therapy"
The name only matters to you -- it doesn't show up in your generated documentation. So pick whatever makes sense at a glance.
Customizing the questions
Once you've got the bones of a worksheet in place, you'll probably want to tweak the questions themselves. That's covered in Editing and Reordering Worksheet Questions.
Stuck while creating your first worksheet? Email us and we'll help you sort it out.
