{"id":1339,"date":"2025-01-20T10:42:19","date_gmt":"2025-01-20T02:42:19","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?p=1339"},"modified":"2026-03-17T11:13:40","modified_gmt":"2026-03-17T03:13:40","slug":"essential-therapy-forms-for-your-therapy-practice-with-safetalks-forms-templates","status":"publish","type":"post","link":"https:\/\/safetalk.space\/blog\/essential-therapy-forms-for-your-therapy-practice-with-safetalks-forms-templates\/","title":{"rendered":"Therapy Forms Made Easy with SafeTalk&#8217;s Forms &amp; Templates"},"content":{"rendered":"<div data-post-content><div data-post-content>\n<div data-post-content>\n<div data-post-content>\n\n\n<p>In the world of therapy and counseling, efficient documentation is essential for both the practitioner and the client. From intake forms to feedback surveys, having the right forms not only ensures compliance but also enhances client care. At SafeTalk, we offers a wide range of customizable forms designed to meet the needs of therapists and counselors. In this article, we\u2019ll explore the various forms available in SafeTalk, how to use them effectively, and why they are an invaluable tool for your practice. Let&#8217;s check it out!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"team-managers\">For Center Managers: Create Form Templates for your Team<\/h2>\n\n\n\n<p>As an Center Manager\/Owner, you have the ability to create Form Templates that can be used by anyone within your team. This is particularly useful, if you want to standardize format &amp; information across your team. <em>So Let&#8217;s do that!<\/em><br><br><strong>Step 1: <\/strong>From the left sidebar, go to <strong>&#8220;Organization&#8221;<\/strong> page &amp; select  the &#8220;<strong>Templates&#8221; <\/strong>tab from the top menu<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Step 2<\/strong>: On the <strong>&#8220;Templates&#8221; <\/strong>page, scroll to the bottom and you will see the<strong> Forms Templates<\/strong> section. This is where you can manage(add\/edit) your <em>organization form templates<\/em>. Click on <em>&#8220;Create Form Template&#8221;<\/em> button on top right to start creating your templates.<\/p>\n\n\n\n<p><strong>Step 3.<\/strong> Go to &#8220;<a href=\"#setup-new-template\" data-type=\"internal\" data-id=\"#setup-new-template\">How to setup a new template<\/a>&#8221; section to learn how to setup a new template.<\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2025\/01\/form-create-org.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"for-therapists\">For Therapists: Your Personal Form Templates<\/h2>\n\n\n\n<p>As an <em>Individual Therapist<\/em> or a <em>Therapist within an Organization<\/em>, you have the ability to manage(add\/edit) your own <strong>Templates<\/strong>. This is a useful case, if you want to create templates for your personal practice(that do not follow your center&#8217;s format, if you are a therapist within a center).  <em>Let&#8217;s learn how you can do that!<\/em><\/p>\n\n\n\n<p><strong>Step 1:<\/strong> From the left sidebar, go to <strong>&#8220;My Practice&#8221;<\/strong> page &amp; select &#8220;<strong>My Templates<\/strong>&#8221; from the top Menu<\/p>\n\n\n\n<p><strong>Step 2<\/strong>. Scroll to the bottom of the page &amp; you&#8217;ll find the <strong>&#8220;Form Templates&#8221;<\/strong>, Here, you are able to manage(edit\/delete) your personal templates. These templates will be only visible and usable to <em>you<\/em>(&amp; no one else within your team, if you are a therapist within a center). Simply click on <strong><em>&#8220;Create Form Template&#8221;<\/em><\/strong> button on top right to start adding your personal <em>form templates<\/em><\/p>\n\n\n\n<p><strong>Step 3.<\/strong> Go to &#8220;<a href=\"https:\/\/safetalk.space\/blog\/wp-admin\/post.php?post=544&amp;action=edit#setup-new-template\">How to setup a new template<\/a>&#8221; section to learn how to setup new templates<\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2025\/01\/form-create-ind.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"setup-new-template\">How to setup a new Template<\/h2>\n\n\n\n<p><strong>Step 1: <\/strong> Click on <strong>&#8220;Create New Template&#8221;<\/strong> and select one of the options<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create a template from Blank<\/strong>. <em>You are given a blank page &amp; a number of very useful tools for form creation. Design your templates from scratch to be exactly how you want to them to be. <\/em><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Duplicate Your Template<\/strong>: Want to duplicate an existing form template you have? It&#8217;s easy, select the template you have in mind, click <strong>&#8220;duplicate&#8221;<\/strong> and start from there. <em>No changes will be made to the original template<\/em><\/li>\n\n\n\n<li><strong>Library<\/strong>: SafeTalk has you covered! We have created a library of various templates ready that are just ready for your use. Duplicate our templates to your own library &amp; modify them to match your needs exactly<\/li>\n<\/ul>\n\n\n\n<p>Once you have selected the <em>base <\/em>for your template, you will redirected to the template design page. Here you are given a number of tools(similar to Google Forms) where you can start designing your personalized templates. <em>Customize your templates to match your practice!<\/em><\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2025\/01\/create-form-steps.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"assign-form\">Assign a Form for Your Client to Fill Out<\/h2>\n\n\n\n<p>You can assign a form to a client in SafeTalk using either of these methods:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"via-client-profile\">1. From the Client Profile<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Navigate to My Clients<\/strong>\n<ul class=\"wp-block-list\">\n<li>Go to the <strong>My Clients<\/strong> section and locate the client you want to assign a form to.<\/li>\n\n\n\n<li>Open the client\u2019s profile and access their <strong>File<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Go to the &#8220;Files &amp; Tasks&#8221; Tab<\/strong>\n<ul class=\"wp-block-list\">\n<li>Once in the client\u2019s profile, click on the <strong>Files &amp; Tasks<\/strong> tab to view and manage all related tasks and files.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Assign a Task<\/strong>\n<ul class=\"wp-block-list\">\n<li>Click on the <strong>Assign a Task<\/strong> button.<\/li>\n\n\n\n<li>In the task type options, select <strong>Forms<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Select a Form Template<\/strong>\n<ul class=\"wp-block-list\">\n<li>A list of your available form templates will appear.<\/li>\n\n\n\n<li>Optionally you can add a remark &amp; also a due date to the Task<\/li>\n\n\n\n<li>Choose the appropriate form template from the list and assign it to the client.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2025\/01\/assign-file.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"via-quick-create\">2. Quick Create<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Click the Plus (+) Button<\/strong>\n<ul class=\"wp-block-list\">\n<li>Click on it and select <strong>Quick Create<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Select \u201cSend Files &amp; Tasks\u201d<\/strong><\/li>\n\n\n\n<li><strong>Select the Client<\/strong><\/li>\n\n\n\n<li>From <strong>Action<\/strong> dropdown select <strong>Assign Form<\/strong><\/li>\n\n\n\n<li><strong>Select a Form Template<\/strong>\n<ul class=\"wp-block-list\">\n<li>A list of your available form templates will appear.<\/li>\n\n\n\n<li>Optionally you can add a remark &amp; also a due date to the Task<\/li>\n\n\n\n<li>Choose the appropriate form template from the list and assign it to the client.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2025\/01\/assign-file-quick-create.mp4\" playsinline><\/video><\/figure>\n\n\n\n<p>Once assigned, the client will be able to access the form through their client portal and complete it at their convenience. Additionally, you have an option to download the form in .pdf format by simply clicking the .pdf button on the top right. The client will receive an email notification about the new task being assigned to them. You\u2019ll receive a notification once the form is submitted, ensuring a seamless workflow!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"missing-info\">Handling Missing Information in Forms<\/h3>\n\n\n\n<p>Sometimes, clients may submit forms with missing information. In such cases, you can take the following steps to ensure that the form is completed correctly:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Click on &#8220;Edit Task&#8221;<\/strong>: Open the task associated with the form submission.<\/li>\n\n\n\n<li><strong>Set the Status to &#8220;Open&#8221;<\/strong>: Change the task status to &#8220;Open&#8221; to indicate that further action is needed.<\/li>\n\n\n\n<li><strong>Update the Due Date<\/strong>: Adjust the due date for the task to give the client more time to complete the form.<\/li>\n<\/ol>\n\n\n\n<p>Once you\u2019ve updated the task, the client will receive an immediate notification, prompting them to resubmit the form. You can also include specific remarks, guiding them on what information is missing and needs to be added.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"data-privacy\">Data Privacy &amp; Security<\/h2>\n\n\n\n<p>All the Case Notes that are created in SafeTalk are stored using industry standard encryption &amp; stored on HIPAA &amp; PDPA compliant data storage . Case Notes not visible to anyone outside the intended parties(therapist &amp; client). At SafeTalk we follow strict standards to <em>protect your data privacy<\/em>!<\/p>\n\n\n<\/div>\n<\/div>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Efficient documentation is crucial in therapy and SafeTalk offers customizable forms tailored for therapists and clients<\/p>\n","protected":false},"author":2,"featured_media":1344,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,47],"tags":[],"class_list":["post-1339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-therapist-resources","category-therapy-documentation"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/1339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/comments?post=1339"}],"version-history":[{"count":25,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/1339\/revisions"}],"predecessor-version":[{"id":3699,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/1339\/revisions\/3699"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media\/1344"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=1339"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/categories?post=1339"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=1339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}