{"id":2619,"date":"2025-10-22T17:14:36","date_gmt":"2025-10-22T09:14:36","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?p=2619"},"modified":"2026-02-25T11:21:50","modified_gmt":"2026-02-25T03:21:50","slug":"how-to-use-quick-create-in-safetalk","status":"publish","type":"post","link":"https:\/\/safetalk.space\/blog\/how-to-use-quick-create-in-safetalk\/","title":{"rendered":"How to Use Quick Create in SafeTalk"},"content":{"rendered":"<div data-post-content>\n<p>Managing daily tasks in a busy practice often means too many clicks. Opening a client\u2019s history, finding the right tab, scrolling, then creating a note or invoice can take several steps. It adds up fast.<\/p>\n\n\n\n<p>SafeTalk\u2019s <strong>Quick Create<\/strong> feature removes that friction. You can access it anytime through the <strong>Quick Access (+) button<\/strong>\u00a0<strong>at the bottom right<\/strong> and select <strong>Quick Create<\/strong>, or by pressing <strong><kbd>Ctrl<\/kbd> + <kbd>K<\/kbd> (Windows)<\/strong> or <strong><kbd>\u2318<\/kbd> + <kbd>K<\/kbd> (Mac)<\/strong>. This single menu gives you instant access to your most common tasks.<\/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\/10\/shortcut.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-can-you-do\">What You Can Do with Quick Creat<\/h2>\n\n\n\n<p>Quick Create brings your core therapist tools together in one place so you can act instantly instead of navigating through multiple menus. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"create-a-session\">1. Create a New Session<\/h3>\n\n\n\n<p>Start a client session instantly. Instead of navigating through your calendar or client list, click <strong>Create Session<\/strong>, choose the client, set the time, service, location and confirm. This cuts multiple steps into one simple action.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"send-files\">2. Send Files &amp; Tasks<\/h3>\n\n\n\n<p>Send intake forms, consent forms, or other documents with a due date and a note for the client. You can attach files, share links, or assign a form. This feature reduces the number of clicks needed to perform these actions and helps clients complete important items before their session.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"schedule-break\">3. Schedule a Break<\/h3>\n\n\n\n<p>Therapists need structured breaks to stay focused. Select <strong>Schedule a Break<\/strong> to block time on your calendar for rest, admin work, or personal activities. It automatically updates your availability so no new sessions are booked during that time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"write-case-notes\">4. Write Case Notes<\/h3>\n\n\n\n<p>When you select a client, click <strong>Write Case Note<\/strong> to open the note editor right away. There is no need to open client history or navigate through multiple menus. The client is already linked to the note so you can start writing immediately.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"generate-invoices\">5. Generate Invoice<\/h3>\n\n\n\n<p>Select a client, click <strong>Generate Invoice<\/strong>, fill in the session details, and send it. It is a faster way to stay on top of payments and create new invoices, as the client is pre-selected.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"streamline-every-task\">Streamline Every Task<\/h2>\n\n\n\n<p><strong>Quick Create<\/strong> helps therapists work faster and stay focused. No more opening multiple pages or clicking through menus. Whether you are scheduling sessions, sending forms, or writing notes &#8211; everything you need is always just one click or shortcut away.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Discover how SafeTalk&#8217;s  quick create helps you create sessions, case notes, and invoices in seconds<\/p>\n","protected":false},"author":4,"featured_media":2675,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[44,19],"tags":[],"class_list":["post-2619","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-account-settings","category-therapist-resources"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/2619","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\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/comments?post=2619"}],"version-history":[{"count":37,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/2619\/revisions"}],"predecessor-version":[{"id":3624,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/2619\/revisions\/3624"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media\/2675"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=2619"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/categories?post=2619"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=2619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}