Worksheets are one of our favorite Quill features. They give you a faster way to provide therapy session details when generating documentation -- instead of typing every detail or recording every nuance, you just check a few boxes (and add any free-text details you'd like).
You build your own questions. You decide what matters most for your practice. Quill uses your answers to shape the documentation it generates.
What a worksheet actually is
A worksheet is a list of questions you've set up ahead of time. Each question has either multiple-choice answers (Quill creates pill-shaped buttons you can tap) or a free-text field. You skip the ones that don't apply. The answers feed into the documentation Quill generates.
You can build as many worksheets as you'd like, and you can swap between them on the fly when you're generating a note. One worksheet for your usual progress notes, another for telehealth sessions, another built specifically for a custom documentation template -- whatever fits your workflow.
Why we built worksheets
Documentation always has a tradeoff. Recording a summary is fast but means talking through every detail. Typing is precise but slow. We kept hearing the same wish from therapists: "I'd love a faster way to give Quill the basics without having to repeat myself every therapy session."
That's exactly what worksheets are for. Set up the questions once, and then each therapy session is a few clicks plus whatever audio or text you want to add. The repetitive parts get faster. The important details still come through.
How to find your worksheets
Two paths get you there:
- From the main menu: click your name in the top right and choose "My Worksheets".
- From the note generation page: when the "Worksheet" panel is open on a new note, use the "Change Worksheet" dropdown to access "Edit This Worksheet", "Create New Worksheet", or "Manage Worksheets".
When you land on the worksheets page, you'll see every worksheet you've created, along with the date and question count for each. The "Create New Worksheet" button at the bottom does what it says.
Worksheets are included with every plan
Worksheets are available to everyone -- there's no separate tier, no upgrade, no add-on. If you've got a Quill account, free trial or paid, you've got worksheets.
We've got a handful of separate guides on creating, editing, and using worksheets. Each one digs into the details, so pick whichever's most relevant to what you're trying to do.
Have feedback on worksheets, or an idea for how they could work better? Send us an email -- we'd love to hear it.
