Generating Documentation with Quill

The core of Quill is simple: you provide a short summary of what mattered in the therapy session, and Quill turns it into structured, polished documentation that you copy into your EHR. The therapy session itself stays untouched -- no recording, no transcribing, no AI in the room.

This guide is the bird's-eye view of how it all works. If you've used Quill for a while, you'll know most of this already. If you're new, this is the right place to start.

The three kinds of documentation Quill generates

Quill can generate three different kinds of documentation, and you can switch between them from the chooser bar at the top of the page.

• Progress notes -- the everyday session note. Available formats include SOAP, DAP, BIRP, PIRP, and SIMPLE. Start a new one at the note generation page.
• Treatment plans -- a structured plan for a client's care. Start a new one at the treatment plan page.
• Custom documentation -- anything else you'd like to generate using a template you've built yourself: intake assessments, supervision notes, termination summaries, biopsychosocial assessments, and so on. See your custom documentation templates.

Each one has its own page, but the core workflow is the same across all three: provide your input, generate, review, regenerate if needed, copy into your EHR.

Ways to give Quill your input

When you sit down to generate documentation, Quill gives you a few input modes. You can use one, two, or all the relevant ones together -- whatever fits the moment.

• "Audio" -- record a short summary of what happened in the therapy session. Most therapists find this is the fastest way to give Quill the unique details of a therapy session. We're not recording the therapy session itself, just your brief reflection on it afterwards.
• "Text" -- type or paste a written summary. Useful when you'd rather not record, or when you've already jotted notes somewhere else and want to bring them in.
• "Worksheet" -- check boxes for the predictable details (session location, interventions used, client mood, and so on). Built from a worksheet you've customized to fit your practice. Available for progress notes and custom documentation.

A common pattern: open the worksheet to handle the predictable details, then record a short audio summary for the parts that are unique to that therapy session. The worksheet takes care of the repetition, and the audio carries the nuance.

Generating the draft

When you've added whatever input you'd like to include, click the green button at the bottom -- "Generate Note", "Generate Treatment Plan", or "Generate Documentation" depending on what you're working on.

Quill takes everything you provided -- your audio, your text, your worksheet answers, and your note preferences -- and writes a structured first draft.

Reviewing the draft

What you get back is a draft. It's organized, it's in your preferred format, and it should sound roughly like you. But it's also the starting point for your review, not the finished article.

A few things worth knowing about reviewing:

• You're still the author. Quill is doing the tedious administrative work of organizing and formatting. The clinical judgment, the choice of what to include, the accuracy of the content -- all of that is on you.
• Edit anywhere you want. Click into the generated text and make changes directly. Reword sentences, add details Quill missed, remove things that don't apply.
• Copy buttons make EHR transfer easy. You can copy the whole document or copy by section, depending on what your EHR expects.

Regenerating if the first draft isn't quite right

Sometimes the first draft doesn't land. Maybe Quill missed an important detail, maybe a section came out shorter than you'd like, maybe the tone is off. That's what regenerate is for.

Click "View Summary and Regenerate Note" (or the equivalent for treatment plans or custom documentation). You'll see the original input you provided -- add to it, edit it, change it however you'd like -- and then click "Regenerate Note" to produce a fresh draft.

Copying into your EHR

Once the documentation looks the way you want it, copy it and paste it into your EHR. Quill doesn't store the final document on its end -- your EHR remains the system of record for clinical documentation.

That's it. The Quill loop. Once you've done it a few times, it'll feel quick. From here, the more specific guides go deeper -- Note Preferences for customizing how Quill writes your notes, Custom Documentation Templates for building your own template for any kind of documentation, and Documentation Worksheets for speeding up input with reusable question sets.