Crisis/Safety Plan (Suicide/Self-Harm/Overdose Risk)

A collaborative, patient-facing safety plan for individuals at risk of suicide, self-harm, or overdose. Follows the evidence-based 6-step Safety Planning Intervention structure with escalating support levels from self-co…

Document Type

patient instructions / Action Plan

Specialties

Substance Abuse CounselingAddiction Counseling
Created by Augustun

Template Preview

Header (clinician-facing, compact)

  • Date/Time: [Date and time of plan creation]
  • Setting: [in-person / telehealth / phone]
  • Author: [Author name and role/title]
  • Indication: [Why plan created today; risk domains addressed: suicide / self-harm / overdose]
  • Plan given to patient: [yes / no]; Format: [paper / patient portal / email / text]

How to Use This Plan

  • Use this plan when warning signs start. Go step by step.
  • Emergency override: If I might act on thoughts to hurt myself, or if I or someone else may be overdosing, call 911 now.
  • For crisis support anytime: call or text 988.
  • If I can't stay safe with these steps, go to the emergency department.

Step 1: My Warning Signs & Triggers

  • Thoughts: [1–3 thought warning signs in patient's own words]
  • Feelings: [1–3 feelings that signal risk]
  • Behaviors: [1–3 actions that show patient is not okay]
  • Body sensations: [1–3 body cues patient notices]
  • Triggers or situations: [Specific people, places, or events that raise risk]

(If patient has difficulty identifying warning signs, note "Identified with clinician support:" and list what was determined collaboratively. Include at least 1–3 individualized items; avoid generic lists.)

When I notice these warning signs, I will move to Step 2.

Step 2: Things I Can Do on My Own

  • I will [specific coping strategy patient will actually use]
  • I will [specific short activity that soothes or distracts]
  • I will [simple grounding routine that helps patient feel safe and present]
  • I will [limit-setting step if needed]

(Include 3–5 strategies. Keep each action brief, specific, and doable alone. Use patient's words.)

Step 3: People & Places That Help

Safe places I can go:

  • I will go to [safe place]. I will get there by [transportation plan].

People for distraction/company (to be around without disclosing crisis):

  • [Name] — [phone]

People I can ask for help:

  • [Name] — [phone]
    • What I will say: "[Brief script in patient's words]"
    • If no answer: [Next step: call/text next person / call 988 / go to safe place]

(If no safe places or supports identified, document this explicitly and emphasize Step 4 resources.)

Step 4: Professional & Emergency Resources

  • 988 Suicide & Crisis Lifeline: Call or text 988 anytime.
  • My treatment team: [Clinician name], [phone]; [after-hours process]
  • Nearest emergency department: [Name and address]

Decision rules:

  • If I can't commit to staying safe → call 988 now.
  • If an attempt is in progress or overdose is suspected → call 911 or go to the ED immediately.

Step 5: Making My Environment Safer

(For each applicable means category, document current access, specific action to reduce access, responsible person, and timeline. Do not document "no access" unless explicitly assessed.)

  • Firearms: Access: [describe]. Action: [specific step]. Responsible: [name]. Timeline: [today / within 24 hours].
  • Medications: Access: [describe]. Storage plan: [lockbox / limited quantities / supervised by trusted person]. Responsible: [name]. Timeline: [today / within 24 hours].
  • Sharps: Access: [describe]. Action: [specific step]. Responsible: [name]. Timeline: [today / within 24 hours].
  • Other means: [Describe item]. Action: [specific step]. Responsible: [name]. Timeline: [today / within 24 hours].

If overdose risk is present:

  • Naloxone: Available? [yes / no]. Location: [where kept]. Who can use it: [names]. If not available → Plan to obtain: [where/how; by when].
  • Plan to avoid using alone: Check-in buddy: [name, phone]. Check-in plan: [how and when].

Follow-Up Plan

My commitments:

  • I will use this plan in order when warning signs start.
  • I will complete means-safety steps by: [date/time].
  • I will attend follow-up on: [date/time].

Clinical team commitments:

  • Next appointment: [date/time; modality].
  • Planned outreach/check-in: [who, how, when].
  • Referrals made: [service, contact info, status].

If this plan isn't working: I will [call or text 988 / go to the ED / contact backup support: name, phone].

Collaboration Statement

Plan created collaboratively with patient. Patient reviewed and edited the plan; wording reflects patient preferences. Patient demonstrated understanding of when and how to use the plan.

(Do not frame as a "contract for safety"—this is a collaborative action plan, not a binding agreement.)

Want to use this template?

Copy it into your workflow, or book a demo to see Augustun draft notes like this automatically.