Note Instructions
Here's how you can generate a therapy progress note in just a few steps with Quill.
- Record or type a summary of your therapy session. (Details are included below of what you could include.)
- Click "Generate Note".
- Quill will generate a note based on the details you've provided. After reviewing, copy-and-paste that note into the EHR of your choice.
When summarizing your session with Quill to generate a therapy note, consider including some of the following details:
- Session Duration and Location: Specify how long the session lasted and where it occurred (e.g., virtual/telehealth or in-office).
- Reason for Visit and Chief Complaint/Presenting Problem: Describe why the client attended the session and their main concerns.
- Client Presentation and Mental Status: Note the client’s appearance, demeanor, and mental status during the session.
- Direct Quotes from the Client: Include notable statements (e.g., "They said, quote, 'I'm feeling more confident lately,' unquote").
- Reported Symptoms or Events: Summarize symptoms or significant events the client reported since the last session.
- Topics Discussed: Highlight key topics the client brought up during the session.
- Screening Results and Interventions: Document any assessments conducted and interventions applied during the session.
- Client’s Response and Progress: Describe how the client responded to interventions and their progress toward treatment goals.
- Changes to Treatment Goals or Diagnosis: Note any updates or adjustments to the treatment plan or diagnosis.
- Homework and Referrals: Detail any homework assignments given or referrals provided to the client.
- Planned Third-Party Contact: Mention any upcoming consultations or communication with third parties.
- Next Session Details: Include the date, time, and location of the next session.
You don’t need to include every detail listed above. Use this guide as a reference to help you rattle off a summary of your therapy session. Quill will adapt to the information you provide to generate a clear and well-structured therapy note.
Example Input Summary:
Feel free to use this summary (either copy-and-paste or recite it aloud) to experiment with Quill and see what it can do!
Client met with therapist at therapist’s office for a 60-minute session. Client mentioned struggles with his father growing up, including lots of arguments and said there were some physical altercations between the two of them. Ummm, client said he sometimes feels like he's, quote, like my dad, unquote, and struggles with feeling angry toward his wife and his kids. We talked about goals of therapy, including client working on his anger skills and helping to be a better communicator in his family. Let’s see… We worked on one small step of communication, I statements. So client's homework is to use one I statement with his wife this week. Client seems eager to do his homework and engaged in session when he is there. We’ll meet again in two weeks from today.
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