Once you've generated your draft, you're dropped into the template editor -- where you can tweak things to fit your tone, style, and workflow.
This is where you clean things up, rearrange sections, add helpful prompts or details, and make sure Quill is writing the kind of documentation you want.
Editing a section
Next to each section, you'll see a button labeled "Edit Section". Clicking that brings up a window where you can adjust everything about that section. Here's what you'll see:
| Field | What it controls |
|---|---|
| "Section Name" | The name of the section. Rename it any time. |
| "Section Description" | A short explanation of what this section is for. Just for your and Quill's reference -- it doesn't appear in the final generated note. |
| "Details" | Bullet-point details about what to include. Quill uses these to guide what should go into the section. One detail per line. |
| "Required Sentences" | Sentences that will always appear in the final note, exactly as written. Use this for anything you want to guarantee gets included -- compliance language, key phrases, etc. |
| "Format" | Choose between Paragraph or Bullet Points. Paragraph produces a single paragraph for the section; Bullet Points produces a series of bullets, one important detail per bullet. |
Make whatever changes you'd like, then click "Save Section". The next time you generate documentation with this template, your changes will be factored in.
If you want to get rid of a section entirely, click "Delete Section".
Adding new sections
Want to add a new section? Click "Add Section". You'll get the same window as when editing -- name it, add details, and define the structure.
Reordering sections
To change the order of your sections, click "Reorder" -- then drag and drop to rearrange. Or use the small arrow buttons.
Extra Instructions
At the bottom of the template editor, you'll see a section for "Extra Instructions". These are overall guidelines for how Quill should write documentation with this template -- like you're giving it feedback as a colleague.
Click "Edit Instructions" and you'll see a few examples to work from:
- Refer to the therapist in first-person.
- Use full and complete sentences.
- Make the language sound more clinical.
- If parts work is mentioned, include that IFS was used during the therapy session.
Add one instruction per line. Quill will keep them in mind every time it generates documentation using this template -- no need to repeat them each time.
Pairing with a worksheet
Once your template is dialed in, consider building a worksheet specifically for it. The worksheet handles the predictable details (session location, primary focus, themes, and so on), so when you go to generate documentation from this template, you can spend your input time on what's unique about each client.
It's optional, but for templates you use often, the combination is hard to beat.
Saving, copying, sharing, deleting
A few things to know about how the template itself behaves:
- Your changes save automatically as you go.
- You can copy the template if you want to make a variation.
- You can share it with your team (great for group practices).
- You can delete it if you want to start over.
Customizing a template and want a second opinion on how it's coming together? Send us an email -- happy to take a look.
