Once you've generated your draft, you're dropped into the template editor — where you can tweak things to fit your tone, style, and workflow.
This is where you can clean things up, rearrange sections, add helpful prompts or details, and make sure Quill is writing the kind of documentation you want.
Editing a section
Next to each section, you'll see a button labeled Edit Section. Clicking that brings up a modal where you can adjust everything about that section.
Here's what you'll see:
- Section Name -- You can rename the section if you'd like.
- Section Description -- A short explanation of what this section is for (just for your and Quill's reference — it doesn't appear in the final generated note).
- Details -- Add bullet-point details about what to include. These are used by Quill to guide what should go into the section. One detail per line.
- Required Sentences -- These sentences will always appear in the final note, exactly as written. Use this for anything you want to guarantee gets included (compliance language, key phrases, etc.).
- Format -- Choose between Paragraph or Bullet Points. As you might have assumed, paragraph will lead to a single paragraph for this section, while the other option will lead to a series of bullet points for this section, with one important detail per bullet point.
Go ahead and change whatever you'd like about the section, and click "Save Section". Next time you generate documentation with this template, your changes will automatically be factored in to the resulting document.
Also, if you want to get rid o fthis section, you can click "Delete Section".
Adding sections
Want to add a new section? Just click Add Section.
You'll get the same modal as when you edit a section, where you can name the section, add details, and define the structure.
Reordering sections
To change the order of your sections, click Reorder — then just drag and drop to rearrange. Or click the little arrow buttons.
Extra Instructions
At the bottom of the template editor, you'll see a section for Extra Instructions. These are overall guidelines for how Quill should write this note — like you're giving it feedback as a colleague.
Click Edit Instructions and you'll see a few examples, like:
- Refer to the therapist in first-person.
- Use full and complete sentences.
- Make the language sound more clinical.
- If parts work is mentioned, include that IFS was used during the session.
Just add each one on its own line.
These are instructions that Quill will keep in mind every time it generates documentation using this template — no need to repeat them each time.
Save and you're done
Once you're happy with everything:
- Your changes save automatically as you go.
- You can copy the template if you want to make a variation.
- You can share it with your team (great for group practices).
- Or you can delete it if you want to start over.
Coming up next: how to use your custom template to actually generate documentation.
