You've built a worksheet. Now you actually use it. Here's how that works when you sit down to generate documentation after a therapy session.
Three input modes, used together
When you're on the note generation page, Quill gives you three ways to provide details about the therapy session:
- "Audio" -- record a couple of minutes of your thoughts.
- "Text" -- type or paste a written summary.
- "Worksheet" -- quickly provide key details by checking a few boxes.
These aren't either/or. You can use just one, or any combination. A common pattern: open the worksheet to handle the predictable details (location, mood, interventions), and then record a brief audio summary for the parts that are unique to this therapy session. Faster than recording everything, more flexible than only using checkboxes.
To turn the worksheet panel on, click "Worksheet" in the input mode picker.
Answering questions
The worksheet panel shows each of your questions in order. For Multiple Choice questions, you'll see pill-shaped buttons -- tap the ones that apply. You can pick more than one for a single question, which is useful for things like "Interventions Used" where you often did several.
There's always an "Other..." option at the end of every Multiple Choice question. Click it and a text field opens up, so you can type in something that didn't fit the predefined options.
For Free Text questions, you'll see a small text field. Type a phrase, a sentence, or whatever level of detail makes sense.
Skip anything that doesn't apply. Unanswered questions have zero effect on the generated documentation. So there's no need to fill out every question every time -- just answer what's relevant for the therapy session in front of you.
Switching worksheets partway through
If you have multiple worksheets and realize partway through filling one out that a different one would be a better fit, just click "Change Worksheet" at the top of the panel. You'll see a dropdown listing all your worksheets. The current one is marked with a small "current" tag; click any other one to switch.
The dropdown also has shortcuts to "Edit This Worksheet", "Create New Worksheet", and "Manage Worksheets" -- handy if you spot something you want to fix on your worksheet before continuing.
How worksheet answers shape your documentation
When you click generate, Quill uses your worksheet answers alongside whatever you provided through audio or text. The answers add to the context Quill has about the therapy session -- so you can rely on the worksheet to handle the predictable details without needing to dictate or type each one out.
It's worth saying this explicitly: a worksheet doesn't replace a session summary. It's an aid. The richer your audio or text summary, the better the documentation will read. Worksheets are great at handling the predictable, structured details so you can focus your typing or recording on what was unique about that therapy session.
Worksheets work with custom documentation too
Worksheets aren't just for progress notes. You can also use them when generating documentation from a custom documentation template. See our separate guide on using worksheets with custom templates for details. (Worksheets aren't available when generating a treatment plan -- for those, you provide your input by audio or text only.)
Using worksheets day-to-day and want to share a tip or a friction point? Email us -- we'd love to hear about it.
