Suicide/Self-Harm Risk Assessment & Safety Plan Note
A structured risk assessment template for encounters involving suicidal ideation, suicide attempts, or self-harm. Includes suicide inquiry (ideation/plan/intent/behaviors), means-safety counseling, risk formulation with…
Document Type
clinical note / Risk Assessment Note
Specialties
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Date/Time of Assessment: [Date and time]
Setting: [ED / inpatient unit / clinic / telehealth / mobile crisis / other]
Reason for Assessment: [Brief referral context such as positive suicide screen, self-harm event, family concern, patient-initiated request]
Sources and Reliability: [Data sources: patient interview / collateral contacts / chart review / EMS / other] [Reliability qualifiers if applicable: intoxication / guardedness / language barrier / cognitive impairment / other] (Name all sources used. Note any factors that limit assessment reliability.)
Immediate Safety Status
(Include this section when there is current suicidal ideation, a recent attempt, uncertain reliability, or concern for imminent risk. Otherwise omit.)
- Current suicidal thoughts right now: [yes / no / unable to assess]
- Current safety precautions in place: [Observation level / belongings search / environmental precautions / who is present / other]
- If self-harm or attempt occurred: [Injury description, treatment provided, medical clearance status]
Presenting Problem
[Why the patient is presenting today] (Open with the precipitating concern prompting assessment.)
[Precipitating events, stressors, timeline, course of symptoms, and the patient's articulated meaning or function of suicidal thoughts or self-harm] (Write 1–2 concise narrative paragraphs. Use neutral, behaviorally specific language. Include direct patient quotes for high-risk statements.)
Suicide and Self-Harm Inquiry
(Document structured assessment. For any domain not assessed, document "Not assessed" with reason and plan to reassess if indicated.)
Suicidal Ideation
- Presence: [yes / no / unable to assess]
- Type: [passive death wish / active suicidal ideation]
- Timeframe: [past 48 hours / past month / lifetime worst]
- Frequency: [Description]
- Intensity: [Description]
- Duration: [Description]
- Controllability: [able to resist / requires effort / unable to resist / unknown]
Plan
- Presence of plan: [yes / no / unable to assess]
- Method(s): [Description]
- Specificity: [Timing, location, detailed steps]
- Perceived lethality: [low / moderate / high] (Patient's perception)
- Feasibility and access: [Description]
- Preparatory acts: [acquired means / researched methods / wrote notes / rehearsed / none]
Intent
- Intent to act: [yes / no / ambivalent / unable to assess]
- Likelihood of acting: [not at all / somewhat / likely / imminently / unable to assess]
- Perceived lethality if acted upon: [low / moderate / high / unknown]
- Reasons to die vs. reasons to live: [Brief, balanced summary] (Include direct quotes for high-risk statements.)
Suicidal Behaviors
- Most recent actual attempt: [Date, method, medical severity, rescue circumstances, intoxication status, stated intent at time]
- Most medically severe past attempt: [Date, method, medical severity, rescue circumstances, intoxication status, stated intent at time]
- Interrupted attempts: [Description / none]
- Aborted attempts: [Description / none]
- Preparatory behaviors: [Description / none]
- Pattern: [impulsive / planned / intoxication-related / mixed]
Non-Suicidal Self-Injury
- Presence: [yes / no / unable to assess]
- Behaviors: [cutting / burning / hitting / scratching / other]
- Frequency and recency: [Description]
- Triggers and function: [emotional regulation / self-punishment / interpersonal / sensory / other]
- Medical severity: [Description] (Clearly distinguish NSSI from suicidal behavior.)
Access to Lethal Means
- Firearms: [Presence, type, storage, who controls access]
- Medications: [High-risk medications present, quantities, stockpiles]
- Other means: [Ligatures / heights / sharp objects / chemicals / other]
- Means-safety counseling provided: [yes / no] [Summary of counseling content]
- Specific safety actions: [What will be secured, who will do it, by when, verification status]
- If patient declines means-safety: [Interventions offered, patient's reason for declining, alternative mitigations] (Include only if applicable.)
Risk and Protective Factors
Acute/Dynamic Risk Factors
[Escalating ideation, plan, intent, recent attempt, agitation, insomnia, intoxication/withdrawal, psychosis, severe hopelessness, recent discharge, loss of supports, increased access to means]
Historical/Static Risk Factors
[Prior attempts, psychiatric diagnoses, childhood adversity, trauma history, family history of suicide, chronic pain, medical comorbidity]
Protective Factors
- Internal: [Reasons for living, coping skills, future orientation, religious/moral beliefs]
- External: [Supportive relationships, dependents, treatment engagement, restricted access to means]
(Comment on the current reliability and availability of each protective factor.)
Clinical Context
- Psychiatric diagnoses and current symptoms: [Brief summary relevant to risk]
- Substance use: [Pattern, recent use, relation to suicidality, withdrawal risk]
- Pertinent medical factors: [Pain, sleep, pregnancy/postpartum, cognitive status, relevant medications]
Mental Status Examination
- Appearance/Behavior: [Description]
- Psychomotor: [normal / agitation / retardation]
- Speech: [Rate, volume, prosody]
- Mood and Affect: [Stated mood; affect range, congruence, stability]
- Thought Process: [linear / tangential / disorganized]
- Thought Content: [SI/plan/intent, HI, delusions, guilt, hopelessness]
- Perceptions: [Hallucinations, command content if present]
- Cognition: [Orientation, attention, memory]
- Insight and Judgment: [Description]
- Impulse Control: [intact / impaired]
Collateral and Consultation
(Include if collateral or consultation materially affects risk estimation, safety planning, or disposition. Otherwise omit.)
- Collateral contacts: [Name, relationship, key information obtained, discrepancies with patient report]
- Consultations: [Service consulted, recommendations, how incorporated]
Risk Formulation and Level
[Integrated narrative formulation synthesizing: ideation, plan, intent, and behaviors; means access and changes today; acute risk drivers; protective factors and their current reliability; patient's capacity and willingness to follow safety plan; and feasibility of treatment engagement] (Use neutral, behaviorally specific language. Include direct quotes for high-risk statements.)
- Acute/Imminent Risk Level: [none / low / moderate / high / unable to assess] — Rationale: [Specific explanation tying findings to level]
- Chronic/Baseline Risk Level: [none / low / moderate / high] — Rationale: [Specific explanation referencing history and enduring factors]
- Validated tool (if used): [Tool name, score, interpretation] (Disposition is based on clinical evaluation and context rather than score alone.)
Safety Plan
(Collaboratively completed in patient-centered language. Do not frame as a contract. If patient refuses or cannot complete, document refusal, reason, and alternative safety measures.)
- Warning signs: [Patient-identified warning signs]
- Internal coping strategies: [Things patient can do alone]
- People and places for distraction: [Names/places with contact information]
- People I can ask for help: [Names/relationships with contact information]
- Professional and crisis resources: [Clinician contact, 988 Suicide & Crisis Lifeline, local crisis services, emergency services]
- Means-safety steps agreed upon: [What will be secured, who is responsible, by when]
- Anticipated barriers and problem-solving: [Barriers identified, strategies discussed]
- Patient received copy of safety plan: [yes / no / declined]
Disposition and Follow-up
- Disposition: [discharge with safety plan / crisis stabilization / observation / voluntary psychiatric admission / involuntary hold / other] — Justification: [Tie to risk formulation, means safety, capacity to adhere, supervision feasibility]
- Legal status (if applicable): [voluntary / involuntary] — Rationale: [Brief]
- Follow-up arrangements: [Appointments scheduled, warm handoff details, care coordination]
- Monitoring/outreach: [Check-in calls/texts, caring contacts, responsible party]
- Return precautions: [When to call clinician, call 988, present to ED, call 911]
- Caregiver instructions (if applicable): [Supervision plan, means-safety responsibilities, education provided]
(Never document a risk level without supporting rationale. Do not omit high-stakes domains—ideation, plan, intent, behaviors, means access—without documenting why assessment was not possible.)
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