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Psychologist Template

Structured Risk Assessment Note (IIPAP + FINDIE Integrated) - Clinical Psychology

A professional Psychologist template for healthcare professionals.
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About this template

Effectively assess and manage risk with this comprehensive Structured Risk Assessment Note, specifically tailored for clinical psychologists. This essential template integrates the IIPAP and FINDIE frameworks, guiding practitioners through a thorough exploration of ideation, intent, plans, and actions, alongside critical protective and changeable factors. Designed to help mental health professionals meticulously document a patient's risk presentation and clinical judgement, it ensures all vital aspects are considered. Ideal for creating detailed psychiatric soap note examples, this template empowers psychologists to develop robust follow-up plans and immediate actions, enhancing patient safety and care. When used with Heidi, this template intelligently captures and organises complex risk information from your session transcripts, streamlining your documentation process.

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**Date and Context:** 1 November 2024 In-person **Identified Risk Factors:** Static: History of recurrent major depressive disorder, childhood trauma, previous suicide attempt 2 years ago. Dynamic: Recent job loss, relationship breakdown, increased alcohol consumption, social isolation, poor sleep hygiene. **Ideation (I):** Suicidal ideation present, specifically thoughts of ending life due to feelings of hopelessness and burden to others. Frequency: Daily, often in the evenings. Intensity: Rated as 7/10 on a subjective distress scale. Explicit number of times ideation occurred: Client reports experiencing these thoughts multiple times each day for the past two weeks. Duration or temporal pattern: Episodes last between 30 minutes to 2 hours, particularly when alone. Impact of ideation: Significant impact on functioning, leading to difficulty concentrating at work (prior to job loss), poor sleep (waking frequently with intrusive thoughts), and reduced engagement in social activities. Client reports feeling 'drained' by the thoughts. Exceptions, protective contexts: Ideation slightly reduced when engaged in active tasks or spending time with his sister. **Intent (I):** Client expressed fluctuating intent to act on suicidal ideation, stating, "Sometimes I wish I could just disappear," but also, "I don't really want to hurt my family." **Plans (P):** Client admitted to having fleeting thoughts about taking an overdose of prescribed medication, but stated they had not taken any steps to acquire extra medication or research methods. Denied having a specific timing or location in mind. **Actions (A):** Client has been researching 'ways to cope with severe depression' online, which included some pro-suicide forums, though client denies engaging with these actively. No preparatory behaviours, recent self-harm, or acquisition of means reported. **Protective Factors (P):** Internal: Client values his relationship with his sister and expresses a desire to not cause her pain. He also mentioned a fleeting hope that things could improve. Expressed a strong internal value against self-harm due to religious beliefs. External: Supportive sister who checks in regularly. Previous positive therapeutic experience. Engaged with the current therapy session. **Changeable Factors (Risk Modifiers):** Factors that may increase risk: Increased alcohol intake, social isolation, recent relationship breakdown, financial stress due to job loss, access to prescribed medications. Factors that may decrease risk: Engagement in therapy, support from sister, development of coping skills, reduction in alcohol consumption, engagement in meaningful activities. **Current Risk Presentation:** Client presents with persistent suicidal ideation, low mood, anhedonia, and feelings of hopelessness. While there is no explicit, detailed plan or active preparation, fluctuating intent is present. Affective state is subdued, and client appears withdrawn. Acute triggers include recent job loss and relationship breakdown. **Clinical Judgement and Stratification:** Clinical judgement of risk level is moderate due to persistent ideation, fluctuating intent, passive planning, presence of multiple static and dynamic risk factors, and a history of previous attempts. Protective factors are present but are currently being outweighed by stressors. **Immediate Actions Taken:** Safety planning was initiated, focusing on identifying triggers, developing coping strategies (e.g., calling sister, going for a walk, engaging in a hobby), and identifying a crisis contact number. Grounding techniques were practised during the session. Crisis signposting provided, including local mental health crisis line and emergency services numbers. Client agreed to remove excess medication from immediate access and store it securely. **Follow-Up Plan:** Next appointment scheduled for 3 days' time to review safety plan and continue therapeutic work. Client encouraged to contact therapist or crisis services if ideation intensifies or intent becomes more concrete before the next session. Referral to a support group for individuals experiencing job loss will be provided. Monitoring of alcohol intake to be reviewed at the next session.
**Date and Context:** [Record the date on which risk was explored] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record the setting in which risk was explored, such as in-person, phone, or video] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Identified Risk Factors:** [List all static and dynamic risk factors explicitly mentioned, including historical, psychological, social, or situational factors] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Ideation (I):** [Record the presence or description of suicidal ideation, self-harm ideation, intrusive thoughts, or harm-to-others thoughts] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record frequency of ideation] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record intensity of ideation using any explicitly stated scale or descriptor] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record the explicit number of times ideation occurred, if stated] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record duration or temporal pattern of ideation episodes] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record impact of ideation on functioning, coping, sleep, work, or daily activities] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record any stated exceptions, protective contexts, or circumstances associated with reduced ideation] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Intent (I):** [Record any stated intent to act on ideation or an explicit denial of intent] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Plans (P):** [Describe any stated planning details, including method, timing, location, or access to means] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Actions (A):** [Record any preparatory behaviours, past attempts, recent self-harm, researching methods, acquiring means, or other risk-related actions] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Protective Factors (P):** [Identify internal or external protective factors such as relationships, responsibilities, values, coping skills, insight, hope, or engagement with care] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Changeable Factors (Risk Modifiers):** [Record any factors explicitly identified that may increase or decrease risk] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record factors that may increase risk] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Record factors that may decrease risk] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Current Risk Presentation:** [Describe the current risk presentation, including ideation, intent, planning, access to means, affective state, behavioural changes, or acute triggers] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Clinical Judgement and Stratification:** [State the overall clinical judgement of risk level and rationale based solely on explicitly stated information. Do not invent or infer risk level.] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Immediate Actions Taken:** [Record any immediate actions taken, such as safety planning, grounding strategies, crisis signposting, escalation, safeguarding actions, or emergency responses] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Follow-Up Plan:** [Detail any explicitly stated follow-up actions, reviews, referrals, or planned risk monitoring] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.)
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Specialty

Psychologist

Used

8 times

Type

Note

Last edited

15.1.2026

Created by

Evie Bamigbade

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