Editing and Reordering Worksheet Questions

The whole point of worksheets is that you shape them. The starter questions in a new worksheet are just a launching pad -- you'll almost certainly want to change them, add a few of your own, and put them in an order that flows the way you think.

Editing an existing question

On your worksheet's editor page, hover over any question and click "Edit". A larger window will open with three things to set:

• "Question" -- the text of the question itself.
• "Answer Type" -- a choice between "Multiple Choice" and "Free Text".
• "Answer Options" -- if Multiple Choice, the list of options the question offers (one per line).

You'll also see a live preview on the right showing how the question will look the next time you go to generate documentation. Make your changes, click "Save", and you're done. The worksheet saves automatically.

Multiple Choice vs Free Text

Multiple Choice is best for questions where there's a predictable set of answers -- a session location, a primary focus, a treatment modality used. You list the options once, and from then on you can just tap the pills you want during a therapy session.

Free Text is for the parts that don't fit neatly into a list. Maybe a "Risk notes" field, or a "Notable client quote" field where what you type changes every time.

A nice touch: every Multiple Choice question always includes an "Other..." option automatically. So even when your list doesn't cover something, you've still got an escape hatch to type in a custom response on the fly.

Adding a new question

From the worksheet editor, click "Add Question". The same large window opens up, but empty -- type your question, pick the answer type, list your options (if Multiple Choice), and save. The new question appears at the bottom of the worksheet.

A few examples of useful questions therapists have added to their worksheets:

• "Session modality" (Multiple Choice: In office, Telehealth video, Telehealth phone, Home visit)
• "Risk indicators" (Multiple Choice: None, Suicidal ideation, Homicidal ideation, Self-harm)
• "Notable themes" (Free Text)
• "Homework given" (Free Text)
• "Goals discussed" (Multiple Choice: Goal 1, Goal 2, Goal 3, Multiple goals)

The format you use is entirely up to you. Quill cares about the answers, not the question text.

Deleting a question

Open any question with "Edit" and you'll see a "Delete Question" button in the bottom-left of the editing window. Click it, confirm, and the question's gone.

If you're not sure whether you want to delete a question, remember that questions are optional every time you use the worksheet. Skipping a question during note generation has zero effect on the generated documentation, so it's totally fine to leave a question in place even if you don't always use it.

Reordering questions

Once you've got a worksheet you're happy with, you might want to put the questions in a more natural order. Click "Reorder Questions" at the top or bottom of the editor and a window will pop up listing every question.

You can rearrange them in two ways:

• Drag and drop -- grab the handle on the left and pull a question up or down.
• Up and down arrow buttons -- on each row, useful if you'd rather click than drag.

When the order looks right, click "Save Order".

Ordering questions to match how a session flows

Therapists who use worksheets a lot tend to order them in the same flow as their therapy session: opening details first (location, presenting concern), then the body of the session (interventions, themes), then the closing pieces (homework, next steps). It's not a rule -- it's just easier to fill out a worksheet when its questions match how you naturally think about a therapy session.