{"id":544,"date":"2024-02-14T16:45:00","date_gmt":"2024-02-14T08:45:00","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?p=544"},"modified":"2026-02-03T15:56:50","modified_gmt":"2026-02-03T07:56:50","slug":"effortless-therapy-notes-a-guide-to-safetalks-case-notes","status":"publish","type":"post","link":"https:\/\/safetalk.space\/blog\/effortless-therapy-notes-a-guide-to-safetalks-case-notes\/","title":{"rendered":"A Guide to Case Notes & Templates in SafeTalk"},"content":{"rendered":"
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In this guide, we want to show how you can make the best use of SafeTalk’s “Case Notes”<\/strong> module. Case Notes are written records therapists keep about client sessions, like a summary of what happened, goals, and progress. Examples include SOAP notes (Subjective, Objective, Assessment, Plan) and DAP notes (Data, Assessment, Plan) and more.<\/p>\n\n\n\n

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If you are a SafeTalk User, we have digitized & automated <\/em>the process of writing and storing Case Notes<\/em> for you. Manage your notes at anytime from anywhere with any device. Let’s dive in!<\/p>\n\n\n\n

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For Team Managers: Templates for your Team<\/h2>\n\n\n\n

As an Organization Manager\/Owner, you have the ability to create Templates that can be used by anyone within your team. Let’s do that!<\/em>

Step 1: <\/strong>From the left sidebar, go to “Organization”<\/strong> page & select the “Templates” <\/strong>tab from the top menu<\/p>\n\n\n\n

Step 2<\/strong>: On this “Templates” <\/strong>page, it’s where you can manage(add\/edit) your organization templates<\/em>. Click on “Create New Template”<\/em> button on top right to start creating your templates.<\/p>\n\n\n\n

Step 3.<\/strong> Go to “How to setup a new template<\/a>” section to learn how to setup a new template.<\/p>\n\n\n\n

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For Therapists: Your Personal Templates<\/h2>\n\n\n\n

As an Individual Therapist<\/em> or a Therapist within an Organization<\/em>, you have the ability to manage(add\/edit) your own Templates<\/strong>. Let’s learn how you can do that!<\/em><\/p>\n\n\n\n

Step 1:<\/strong> From the left sidebar, go to “My Practice”<\/strong> page & select “My Templates<\/strong>” from the top Menu

Step 2<\/strong>. On this page you are able to manage(edit\/delete) your personal templates. These templates will be only visible and usable to you<\/em><\/span>. Simply click on “Create New Template”<\/em><\/strong> button on top right to start adding your personal templates<\/em>

Step 3.<\/strong> Go to “How to setup a new template<\/a>” section to learn how to setup new templates<\/p>\n\n\n\n

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How to setup a new Template<\/h2>\n\n\n\n
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Step 1: <\/strong> Click on “Create New Template”<\/strong> and select one of the options<\/p>\n\n\n\n