{"id":2142,"date":"2024-11-27T14:06:56","date_gmt":"2024-11-27T13:06:56","guid":{"rendered":"https:\/\/thecounselcompass.com\/?p=2142"},"modified":"2024-11-27T14:06:57","modified_gmt":"2024-11-27T13:06:57","slug":"introducing-a-new-feature-custom-client-forms-and-assessments","status":"publish","type":"post","link":"https:\/\/thecounselcompass.com\/sr\/introducing-a-new-feature-custom-client-forms-and-assessments\/","title":{"rendered":"Predstavljamo novu funkciju: Prilago\u0111eni formulari i asesmenti za klijente"},"content":{"rendered":"

At Counsel Compass, we know that managing client forms can be a hassle\u2014especially when you\u2019re dealing with piles of paper and countless versions of documents. That\u2019s why we\u2019re excited to introduce an easy-to-use feature that will completely transform how you create and manage your client forms: the Drag-and-Drop Forms Editor<\/strong>!<\/p>\n\n\n\n

Here\u2019s how this new feature helps streamline your practice:<\/p>\n\n\n\n

    \n
  1. Effortless Form Creation<\/strong>: Creating custom forms has never been easier. Whether you need intake forms, assessment tools, consent forms, or feedback surveys, you can build exactly what you need in minutes. Simply drag and drop different fields\u2014like text boxes, checkboxes, or signature fields\u2014into place to design the perfect form for your clients.<\/li>\n\n\n\n
  2. No More Paperwork<\/strong>: Forget about managing stacks of paper! With Counsel Compass\u2019s forms editor, all your client forms are stored securely within the platform. You\u2019ll never have to worry about losing a document or scrambling to find the right version. Everything is organized, digital, and ready to access whenever you need it.<\/li>\n\n\n\n
  3. Customizable to Fit Your Practice<\/strong>: We understand that every practice is different, which is why Counsel Compass allows you to fully customize your forms. Add your own fields, instructions, and branding to make sure the forms fit your workflow and client needs. Whether you\u2019re looking for a simple intake form or a detailed assessment, the drag-and-drop editor lets you make it your own.<\/li>\n\n\n\n
  4. Instant Client Access<\/strong>: Once your form is created, you can easily share it with your clients. Send a link to the form via email or have them access it directly through the Counsel Compass portal. Clients can fill out their forms at their convenience, eliminating the need for in-person paperwork or lengthy email exchanges.<\/li>\n\n\n\n
  5. Secure Storage & Easy Access<\/strong>: All forms are stored securely in the Counsel Compass platform. You can easily access completed forms anytime, track which forms have been submitted, and keep everything in one centralized location. This feature is especially helpful for keeping track of client progress over time.<\/li>\n\n\n\n
  6. Time-Saving Automation<\/strong>: Once your forms are set up, Counsel Compass automatically tracks when forms need to be completed or updated. No more chasing down clients for paperwork\u2014they\u2019ll receive reminders when it\u2019s time to submit their forms. Plus, completed forms are automatically saved to the client\u2019s record, so everything stays organized and up to date.<\/li>\n<\/ol>\n\n\n\n

    This new feature is designed to save you valuable time and reduce the stress of paperwork management. Whether you\u2019re a solo therapist or part of a larger practice, the drag-and-drop form editor allows you to streamline your processes and keep everything organized.<\/p>\n\n\n\n

    We\u2019d love to hear from you!<\/strong> What types of forms have you found most useful in your practice? How do you currently manage your client forms? Share your experience with us in the comments below!<\/p>\n\n\n\n

    <\/p>","protected":false},"excerpt":{"rendered":"

    At Counsel Compass, we know that managing client forms can be a hassle\u2014especially when you\u2019re dealing with piles of paper and countless versions of documents. That\u2019s why we\u2019re excited to introduce an easy-to-use feature that will completely transform how you create and manage your client forms: the Drag-and-Drop Forms Editor! Here\u2019s how this new feature helps […]<\/p>","protected":false},"author":1,"featured_media":2143,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[26],"tags":[],"class_list":["post-2142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-features"],"uagb_featured_image_src":{"full":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c.jpg",1170,1147,false],"thumbnail":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c-150x150.jpg",150,150,true],"medium":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c-300x294.jpg",300,294,true],"medium_large":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c-768x753.jpg",768,753,true],"large":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c-1024x1004.jpg",1024,1004,true],"1536x1536":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c.jpg",1170,1147,false],"2048x2048":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c.jpg",1170,1147,false],"trp-custom-language-flag":["https:\/\/thecounselcompass.com\/wp-content\/uploads\/2024\/11\/0-02-05-9490f7c9844f32931af35a0ef725a872abc82c4e0983410e5581876ae474aaaf_e48db842e017f90c-12x12.jpg",12,12,true]},"uagb_author_info":{"display_name":"admin","author_link":"https:\/\/thecounselcompass.com\/sr\/author\/admin\/"},"uagb_comment_info":24,"uagb_excerpt":"At Counsel Compass, we know that managing client forms can be a hassle\u2014especially when you\u2019re dealing with piles of paper and countless versions of documents. That\u2019s why we\u2019re excited to introduce an easy-to-use feature that will completely transform how you create and manage your client forms: the Drag-and-Drop Forms Editor! Here\u2019s how this new feature helps…","_links":{"self":[{"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/posts\/2142","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/comments?post=2142"}],"version-history":[{"count":1,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/posts\/2142\/revisions"}],"predecessor-version":[{"id":2144,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/posts\/2142\/revisions\/2144"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/media\/2143"}],"wp:attachment":[{"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/media?parent=2142"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/categories?post=2142"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thecounselcompass.com\/sr\/wp-json\/wp\/v2\/tags?post=2142"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}