Recording Your First Session Summary

Recording a session summary at Quill is meant to feel like talking out loud to yourself, except that Quill is listening (only to you, only now) and will turn what you say into structured documentation. Here's how the flow works the first time you do it.

Getting to the right page

Head to the note generation page, or whichever documentation page you're using -- the recording experience is the same for treatment plans and for any of your custom documentation templates.

When the page loads, you'll see three input modes you can pick from: Audio, Text, and Worksheet. Click "Audio" to open the recording panel.

Walking through a recording

Here's how it works:

1. Click "Start Recording". Your browser will probably ask for permission to use your microphone the very first time -- click allow.
2. Talk through what mattered in the therapy session. You're aiming for a summary, not a transcript. Two to ten minutes is the sweet spot.
3. When you're done, click "Stop (or Pause) Recording".
4. If the recording came out the way you wanted, you're set. If not, click "Reset Recording" to clear it and start over.
5. Click the green button at the bottom -- "Generate Note", "Generate Treatment Plan", or "Generate Documentation", depending on what you're working on.

That's the whole flow.

The duration timer

While you're recording, you'll see a duration counter ticking up in the middle of the recording panel. It shows the running time of your recording so you can keep an eye on how long you've been going.

If the counter feels distracting, you can hide it from your account settings -- there's a "Hide duration timer" option that turns it off. The recording still works exactly the same; you just won't see the running time.

When to stop

A few signals that it's time to wrap up:

• You've covered the things that matter clinically -- presenting concerns, themes, interventions, plan for the next therapy session.
• You've been recording for more than 10 minutes and you're starting to repeat yourself.
• You're not sure what else to say.

If you go significantly past 10 minutes, you'll see a small alert reminding you that Quill is designed to work from a summary, not a full play-by-play. The recording will still work, but more isn't necessarily better -- Quill does its best work when the input is focused.

What happens after you click generate

Quill takes your recording, transcribes what you said internally, and uses that transcription -- along with anything else you provided through text or a worksheet -- to write your documentation. You'll see a loading state for a moment, and then the generated draft appears.

The draft is yours to review, edit, regenerate, and ultimately copy into your EHR. The recording itself isn't stored on Quill's end -- once we've used it to generate your documentation, it's gone.

A tip for new users

For your first few recordings, it can help to talk like you're telling a colleague what happened. Not a formal presentation -- just a quick verbal hand-off. "I saw Sarah today, we worked on the boundaries piece we'd been planning. She brought up the conversation with her mom..."

Quill is built for conversational input. Treat it like one and you'll get better results than if you try to dictate a formal clinical note.