Custom Documentation Template Guide

Learn how to create and customize documentation templates for whatever you need. Quill can do much more than just progress notes!


You can now create your own documentation templates at Quill!

We've been working on this for a while -- testing, refining, getting feedback from some truly thoughtful therapists -- and we're really excited to share it with everyone.

This new feature lets you build templates for anything: intake assessments, supervision notes, custom progress notes, termination summaries -- whatever you need. You tell Quill how you like to structure your documentation, and it will generate it using that structure. (Same AI magic, just with your format.)


Wait, what's a documentation template?

It's just a flexible structure that Quill follows when generating your notes.

You define the structure and details of your template, and Quill uses that template to shape the output -- which you can then copy-and-paste into your EHR, just like any note you generate at Quill.

When creating a template, you just need to define the names of the sections. You don't need to explain each section or fill out a giant form. You're just telling Quill the structure -- the rest gets handled automatically, and Quill generates a first draft for you to review and edit.


Why we built this

Because every therapist has different needs when it comes to documentation!

Some therapists like SOAP, some like DAP, some want to structure supervision notes or initial assessments differently. We heard things like:

"I want to use Quill to generate my intake assessments!" or "I wish I could add an extra section to my progress note!"

So we listened and built that.


Who it's for

Basically everyone. If you're using Quill (free trial or subscriber), you already have access to this.

It's especially helpful if you:

  • Want to use Quill for more than just progress notes and treatment plans.
  • Wish you could tweak the format of your notes to meet your employer (or insurance) requirements.
  • Work in a group practice and want consistent templates across your team. (Because you can share your templates with your team!)
  • Want Quill to match your language and tone and structure a bit more closely.

No extra charge

There's no pricing tier or add-on required. If you've got a Quill account, you've got custom templates. Unlimited custom templates.


Coming up next: we'll show you exactly how to create your first custom documentation template (and yes, it's way easier than you might think).

Click on a guide below to learn how to use custom documentation templates.


Step-by-step instructions for setting up your first documentation template -- including what to enter (and what not to).

Edit sections, add required phrases, reorder content, and fine-tune your template so Quill writes your documentation your way.

Generate documentation using your template in the same way you already use Quill — just record or write a summary, and you’re done.

Browse real examples of how other therapists are using templates, and grab a few ideas to help you get started.


Published on June 23, 2025.

Documentation Templates Intake Assessments

Quill Therapy Notes

What is Quill?

Quill streamlines progress notes for therapists, saving time by generating notes from a verbal or typed session summary. With privacy at its core, Quill never records client sessions, protecting the therapist-client relationship and avoiding ethical and confidentiality risks. Just record a summary, click a button, and Quill generates your notes for you.

Try Quill for free today, no credit card required. And for unlimited notes (and other types of therapy documentation), it's only $20/month. (Even less for teams.)

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