Custom Documentation Template Guide

You can create your own documentation templates at Quill. This is the feature that lets Quill generate intake assessments, supervision notes, custom progress notes, termination summaries -- whatever kind of documentation you need.

You tell Quill how you'd like your documentation structured, and it generates it that way. Same Quill workflow, just with your format.

What a documentation template actually is

It's a flexible structure that Quill follows when generating your documentation.

You define the structure and details of your template, and Quill uses that template to shape the output -- which you can then copy and paste into your EHR, just like any other documentation you generate at Quill.

When creating a template, you mostly just define the names of the sections. You don't need to explain each section or fill out a giant form. You're telling Quill the structure -- the rest gets handled automatically, and Quill generates a first draft for you to review and edit.

Why we built custom templates

Because every therapist has different needs when it comes to documentation.

Some therapists like SOAP, some like DAP, some want to structure supervision notes or initial assessments differently. We kept hearing things like:

"I want to use Quill to generate my intake assessments!" or "I wish I could add an extra section to my progress note."

So we listened and built that.

Who custom templates are for

Basically every Quill user. If you're using Quill on a free trial or a paid subscription, you already have access to custom templates.

It's especially helpful if you:

• Want to use Quill for more than just progress notes and treatment plans.
• Wish you could tweak the format of your notes to meet your employer or insurance requirements.
• Work in a group practice and want consistent templates across your team. (You can share your templates with your team.)
• Want Quill to match your language, tone, and structure a bit more closely.

Pairs well with worksheets

If you find yourself building a template for a kind of documentation you generate often (intake assessments, supervision notes, and so on), you can also build a worksheet specifically for that template. The worksheet handles the predictable details -- like checking a few boxes for session location, primary focus, and themes -- so you can spend your input time on what's unique about each client.

It's optional. But for therapists generating a lot of one kind of custom documentation, the combination is a real time-saver.

No extra charge

There's no pricing tier or add-on. If you've got a Quill account, you've got custom templates. Unlimited custom templates.