Creating a Safety Plan Form

Navigate to your Care Dashboard.
Click the Clients tab on the left side.
Select the relevant client.
Click on any appointment in the client’s session list.
Once on the Client Chart, click the Forms tab at the top of the page.
Click the white Create Form button in the top right corner.
Select the Safety Plan form from the dropdown.
Click the blue Next button to continue.
Fill out each section.
Once complete, click the blue Save and Send button to share it to your client's dashboard.