Worksheets work for any kind of documentation Quill generates, not just progress notes. If you've built custom documentation templates -- intake assessments, supervision notes, termination summaries, biopsychosocial assessments, whatever you've put together -- you can build a worksheet tailored to each one.
This is one of those small workflow touches that ends up making a big difference.
Why a different worksheet for a different template
The questions that matter for a progress note aren't the same as the questions that matter for an intake assessment. A worksheet built around mood, interventions, and homework doesn't help much when you're trying to document presenting concerns, family history, and treatment goals.
When you build a worksheet for a specific template, you get to ask the right questions for that exact kind of documentation. Every time you go to generate that type of documentation, the worksheet you built for it is right there.
Choosing the right worksheet when you're generating
When you're on the documentation page for any custom template, the "Worksheet" panel works the same way it does for progress notes. Open it up, click "Change Worksheet", and you'll see all the worksheets you've created. Pick the one that fits this kind of documentation.
If you don't have a worksheet built for this kind of documentation yet, the "Change Worksheet" dropdown also has a "Create New Worksheet" link. That'll open the worksheet editor in a new tab so you can build one without losing your place in the documentation you're working on.
The next time you come back to generate this same type of documentation, the worksheet you chose will be ready and waiting.
A worksheet library that works in real practices
A handful of therapists we've talked to organize their worksheets like this:
- Progress Note worksheet -- short, focused, fast. Session location, mood, interventions, next steps.
- Intake worksheet -- presenting concerns, history, current symptoms, immediate clinical impressions.
- Termination worksheet -- treatment progress, unresolved issues, referrals made, client's response to ending.
- Supervision worksheet -- case being discussed, clinical questions raised, supervisor feedback, action items.
Each one shows up automatically with the template it was built for.
You don't have to use a worksheet for every template
Worksheets are optional. If you've got a custom template that's simple enough that you don't need structured input, just don't open the "Worksheet" panel when generating that type of documentation. Quill won't pester you about it.
Curious whether a worksheet would fit a specific template you've built? Send us an email -- we're happy to think through it with you.
