Documenting Client Safety for Compliance- Documentation Template

$15.00

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