Let's walk through how to actually make one of these things.
Creating your own documentation template at Quill is surprisingly quick -- and once you've done it once, you'll see how easy it is to reuse, tweak, and share.
Step 1: Go to Custom Documentation
When you're logged into Quill, click "Custom Templates". Or click the "Generate" dropdown and click "Manage Templates".
And then click "Create New Documentation Template".
Step 2: Enter the basics
You'll now see three fields:
Name – Just the title of your template. Something like
Intake AssessmentorSupervision Note.Description – A sentence or two about when this template should be used. For example:
Used to document a client's first session and initial treatment goals.Section Names – This is the important one!
Each line is a section you want in your document. That's it.
✅ What to do:
Keep it simple -- just the headers of each section. One per line, like:
- Presenting Concerns
- Mental Health History
- Treatment Goals
- etc.
🚫 What not to do:
Don't add explanations, examples, or formatting, like:
- Presenting Concerns: What the client said in their own words
- Mental Health History (diagnoses, family history, etc.)
- Treatment Goals - make them SMART!
Quill just needs to know the structure here. Only the section names. You'll get a chance to customize everything else in the next step.
Step 3: Let Quill generate your draft
Click Generate Draft, and Quill will build out a complete first version of your template using the section names you entered.
You'll see suggested details to include in each section. From here, you can tweak and adjust however you'd like -- we'll cover all that in the next guide.
Reminder: You're not locked in
You can edit or rename your template anytime. You can also create as many as you want. So don't worry about getting it perfect the first time.
Experiment! Play around with this feature!
Coming up next: how to customize your draft -- add required phrases, rearrange sections, and make it feel more like you.
