Treatment Plan Guide

Treatment plans are some of the most varied documents a therapist writes. Every practice has its own structure, every supervisor has their own expectations, and every insurance reviewer is looking for slightly different things. So Quill gives you two ways to generate a treatment plan, depending on what fits your needs.

This is the overview. Specifics for each approach live in the separate guides below.

Two ways to generate a treatment plan

The built-in treatment plan flow at the treatment plan page is the quickest way to get started. Provide a summary of the plan, optionally paste in an existing one, and Quill generates a structured treatment plan for you to review and copy into your EHR.

Custom documentation templates let you define your own treatment plan structure -- exactly the sections you want, in exactly the order you want, with the goals/objectives/interventions language your practice or supervisor expects. Many therapists end up here once they've used Quill for a while and have strong preferences about how their treatment plans should look.

Both approaches use the same Quill workflow: provide input, generate a draft, review and regenerate as needed, copy into your EHR.

When to use the built-in flow

The built-in treatment plan flow is a great fit when:

• You're just getting started with Quill and want to see what a generated treatment plan looks like.
• Your treatment plan structure is fairly standard and the built-in format meets your needs.
• You'd like a quick draft to build on without setting up anything ahead of time.

It's an easy starting point, and you can always graduate to a custom template later if you find yourself making the same edits over and over.

When to use a custom documentation template

A custom documentation template is the right move when:

• Your practice has a specific treatment plan format you need to follow.
• Your supervisor or insurance reviewer expects particular section names or language.
• You're tired of reformatting every generated plan into the same structure.
• You want consistency across treatment plans, especially across a team of clinicians.

The setup takes a little time up front, but every treatment plan you generate after that comes out the way you want. Most therapists who care about treatment plan structure end up preferring this approach -- it's why we built custom templates in the first place.