Made for Clinical Psychologists
Structure Risk Review, Escalation, and Follow-Up
Also useful for: Therapists, people in Healthcare
35 min
Advanced
Decisions
Get Something Done
Need to Make a Decision
Use a careful prompt sequence to organize current concerns, recent changes, access to means, protective factors, supports, consultation, immediate actions, documentation, and follow-up.
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Use this when
Use this when a client presents with possible risk of self-harm, suicide, harm to others, grave disability, rapid deterioration, or another concern that may require consultation, escalation, safety planning, or closer follow-up. It supports, but never replaces, your emergency procedures, legal and ethical duties, or clinical judgment.
You'll need
- Review Context
- Current Concerns and Sources
- Recent Changes
- Means or Opportunity Information
- Protective Factors
- Supports and Connection
- Procedures and Constraints
- Consultation Status
- Follow-Up Needs
You'll get
- Clear separation among reported facts, observations, collateral information, and interpretation
- Current concerns reviewed
- Recent changes reviewed
- Means or opportunities reviewed where relevant
- Protective factors reviewed
- Supports reviewed
By the end of this playbook
You will have:
- Clear separation among reported facts, observations, collateral information, and interpretation
- Current concerns reviewed
- Recent changes reviewed
- Means or opportunities reviewed where relevant
- Protective factors reviewed
- Supports reviewed
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Review context: Same-day outpatient review after a client disclosed increased thoughts of death near the end of session. Current concerns: The client reported more frequent passive thoughts during the past week and denied preparatory behavior. I observed slower speech and reduced eye contact. No collateral information is available. Recent changes: Job loss six days ago, reduced sleep, two missed medication doses, and withdrawal from a usual family visit. Means or opportunity: The client denied firearm ownership. Household access and the amount of medication available remain unclear. Protective factors: Responsibility for a child, connection with a sibling, voluntary attendance, and willingness to continue the discussion. The sibling's availability is unconfirmed. Supports: A sibling and prescribing clinician were identified. Consent for prescriber contact was given. Transportation is limited tonight. Procedures: Clinic policy requires same-day consultation and use of the emergency pathway when indicated. Consultation: The on-call supervisor has been paged. Questions concern unresolved access, baseline change, and follow-up timing. Follow-up: Next-day contact is being considered but ownership and missed-contact handling aren't confirmed.
Sample assembled prompt
Emergency Procedure Notice: Determine whether your... Don't delay required action while... Concern and Source Map: - Direct... - Direct report: No preparatory behavior... - Observation: Slower speech and reduced... - Interpretation requiring clinical judgment: The... Current-State Review: - Known: Passive thoughts... - Reported negative finding: No preparatory... - Unclear or not supplied: Intent,... Change Timeline: - Six days ago:... - During the past week: Reduced... - Recent timing unclear: Two missed... Means and Opportunity Review: - Client... - Household access hasn't been... - Current medication availability hasn't... Protective Factors and Supports: - Responsibility... - Sibling support is named but... - Prescriber contact is permitted but... Gaps and Contradictions: 1. Complete the missing current-state questions required... 2. Clarify relevant household access and... 3. Confirm the sibling's availability if... 4. Establish exact timing for missed... Consultation Brief: - Central concern: Increased... - Key uncertainty: Incomplete current-state and... - Action completed: On-call supervisor paged. - Questions: What additional information is... What follow-up interval and escalation steps... How should unresolved access information be... Immediate Action Checklist: - Completed: On-call... - Pending: Finish required direct assessment;... - Contingency: Use the clinic's emergency... Documentation Outline: - Reason for review... - Owner: Must be assigned before... - Confirmation: Record the scheduled time... - Missed contact: Apply the clinic's... - Documentation checkpoint: Update the record... Final Items I Must Decide: -... - What additional direct assessment is... - Which immediate actions and follow-up... - What consultation guidance I will...