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Generate Note

Provide a summary of your session.

Take a look at the instructions below for a reminder of what to (possibly) include.

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Note Instructions

Here's how you can generate a therapy progress note in just a few steps with Quill.

  1. Record or type a summary of your therapy session. (Details are included below of what you could include.)
  2. Click "Generate Note".
  3. 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.

Direct Quotes

To include a direct quote from a client, say "quote", then the quote, and then "unquote". For example: "Client said that they were feeling quote overwhelmed and unhappy unquote."

Example Note Summary

Not sure how to get started? Here's an example summary. You can literally recite this when recording and generating your first note. (Or copy-and-paste it!)