


Documenting Client Safety for Compliance- Documentation Template
When a client expresses suicidal thoughts, engages in self-injury, or mentions harming others, your documentation needs to be clear, clinically appropriate, and defensible if ever reviewed by insurance, licensing boards, or legal systems.
These templates are designed to help therapists write strong, structured clinical notes during high-risk situations — while still allowing room for professional judgment and client-specific details.
What’s Included:
This digital download includes 6 editable documentation templates for:
No Current Risk – For clients who deny suicidal, self-injurious, or homicidal thoughts
Passive Suicidal Ideation – For clients with thoughts of death but no plan or intent
Active Suicidal Ideation – For clients with a plan, intent, and access to means
Self-Injury (Outpatient-Appropriate) – For clients engaging in SIB without suicidal intent
Self-Injury (Needs Higher Level of Care) – For clients whose self-harm requires IOP or PHP
Homicidal Ideation – Includes versions for when duty to warn is and is not triggered
Each template includes:
Risk assessment language
Clinical rationale for level of care
Prompts for describing the client's thoughts, plan, and protective factors
Safety planning and care coordination details
Clear next steps for ongoing treatment or referral
When a client expresses suicidal thoughts, engages in self-injury, or mentions harming others, your documentation needs to be clear, clinically appropriate, and defensible if ever reviewed by insurance, licensing boards, or legal systems.
These templates are designed to help therapists write strong, structured clinical notes during high-risk situations — while still allowing room for professional judgment and client-specific details.
What’s Included:
This digital download includes 6 editable documentation templates for:
No Current Risk – For clients who deny suicidal, self-injurious, or homicidal thoughts
Passive Suicidal Ideation – For clients with thoughts of death but no plan or intent
Active Suicidal Ideation – For clients with a plan, intent, and access to means
Self-Injury (Outpatient-Appropriate) – For clients engaging in SIB without suicidal intent
Self-Injury (Needs Higher Level of Care) – For clients whose self-harm requires IOP or PHP
Homicidal Ideation – Includes versions for when duty to warn is and is not triggered
Each template includes:
Risk assessment language
Clinical rationale for level of care
Prompts for describing the client's thoughts, plan, and protective factors
Safety planning and care coordination details
Clear next steps for ongoing treatment or referral
When a client expresses suicidal thoughts, engages in self-injury, or mentions harming others, your documentation needs to be clear, clinically appropriate, and defensible if ever reviewed by insurance, licensing boards, or legal systems.
These templates are designed to help therapists write strong, structured clinical notes during high-risk situations — while still allowing room for professional judgment and client-specific details.
What’s Included:
This digital download includes 6 editable documentation templates for:
No Current Risk – For clients who deny suicidal, self-injurious, or homicidal thoughts
Passive Suicidal Ideation – For clients with thoughts of death but no plan or intent
Active Suicidal Ideation – For clients with a plan, intent, and access to means
Self-Injury (Outpatient-Appropriate) – For clients engaging in SIB without suicidal intent
Self-Injury (Needs Higher Level of Care) – For clients whose self-harm requires IOP or PHP
Homicidal Ideation – Includes versions for when duty to warn is and is not triggered
Each template includes:
Risk assessment language
Clinical rationale for level of care
Prompts for describing the client's thoughts, plan, and protective factors
Safety planning and care coordination details
Clear next steps for ongoing treatment or referral