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What is Writing Companion (Quill)?

Writing Companion will help you quickly edit notes and client summaries.

Updated today

Meet Quill, your Writing Companion. This Beta feature, available for Pro plan users to try for a limited time, is designed to help you quickly edit notes or client summaries.

With Quill, you can interact with an AI assistant to make edits to your notes and client summaries. Simply ask for changes like "@quill re-write the client summary so that it’s 200 words max" or "@quill correct the misspelled medication names", and Quill will get right to work!

If you’d like to try Writing Companion, you can enable it under Preferences on your Account page.

Editing Notes

  1. Open the note you want to edit.

  2. Open the Companion sidebar. On the left side of your screen, open the purple Companion sidebar.

  3. Start a new chat. Click the New Chat button at the bottom of the sidebar window.

  4. Ask Quill for edits. In the chat window, tag @quill and describe the change you want made.

    Here are some ways you can ask Quill to edit your notes:

    • Adding or Removing Information:

      • @quill add a focused discharge report at the bottom of the plan section, including the reason for the appointment, what was done, and next steps.

      • @quill remove the normals from the objective section.

    • Conciseness & Clarity:

      • @quill re-write the subjective section so that it’s 200 words max.

    • Note Formatting:

      • @quill make the subjective section point form.

      • @quill add subheadings to the plan section.

    • Tone:

      • @quill write the plan section in layman’s terms.

      • @quill use medical terminology in the plan section.

  5. Accept or reject changes. After Quill suggests edits, you’ll be prompted to accept or reject each one.

Editing Client Summaries

  1. Open the note that contains the client summary you want to edit.

  2. Generate or open the Client Summary. At the bottom of your note, open the Client Summary drop-down menu, then click Generate a Client Summary if one does not already exist. Note: for now, Quill cannot edit client summaries until they are manually generated in the note by the user.

  3. Open the Companion sidebar. On the left side of your screen, open the purple Companion sidebar.

  4. Start a new chat. Click the New Chat button at the bottom of the sidebar window.

  5. Ask Quill for edits. In the chat window, tag @quill and describe how you’d like the summary customized.

    Here are a few ways you can ask Quill to tailor summaries for your clients:

    • @quill include only the treatment options and follow-up plan in the client summary.

    • @quill only include a brief summary and discharge instructions in the client summary.

    • @quill re-write the client summary in email format.

  6. Accept or reject changes. After Quill suggests edits, you’ll be prompted to accept or reject each one.

Viewing and Managing Chats

You can start a new chat or review previous ones anytime. Click the History button at the top of the Companion sidebar to view your past conversations. From there, you can:

  • Reopen a previous chat

  • Start a new one using the New Chat button at the bottom

From there, you can reopen any past chat, or begin a new one by clicking the New Chat button at the bottom.

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