Templates & notes
Shape notes with templates, revise them with AI, then sign, copy or export.
9 guides
- Choosing a templateBrowse the 40 built-in templates, mark favorites, set your default, and switch a visit to a different template.
- Creating and customizing templatesDuplicate a built-in template or build your own: sections, per-section instructions, format, style and sharing.
- Import a template from a documentPaste an example note or upload a PDF, Word or text file, and Quillentra builds a matching template for you to review.
- Edit a note by asking the AIAsk for changes in plain language, then accept or reject each suggestion, shown as tracked changes.
- Version history, signing and amendmentsHow autosave and version history work, how to sign a final document, and how to unlock a signed document to amend it.
- Copy and export notes (PDF and Word)Copy a whole document or a single section with formatting, or download it as a PDF or Word file.
- Diagnosis codes (ICD-10-CM)Review the ICD-10-CM codes Quillentra suggests from your note, each with the text that supports it, then accept, replace, remove or add codes.
- Letters and extra documentsCreate referral letters, prior authorizations, patient instructions and other documents from the same visit.
- How Quillentra learns your styleStanding instructions you write, plus preferences Quillentra learns from your edits when you sign. Review, edit or turn it off at any time.
Still stuck?
Our support team answers by email at support@quillentra.com. Tell us what you expected and what happened, and leave out patient information.