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Risk Assessment & Safety Plan Generator

Risk screening is the part of a record most often missing when a file is pulled for review. This generates the screening statement and, when indicators are present, the response plan.

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Works with OT · PT · SLP · BCBA credentials · Insurance, Medicare, Medicaid and school settings · 50-state formats How compliance works
1Who you are
2This session
3Your note
RISK ASSESSMENT & SAFETY PLAN2026-09-15 · 30 min
Screening Completed
Indicators Identified
Clinical Reasoning
Safety Plan & Follow-up

Fill the form above and press Generate note to see your record here.

How this works

Screen every session, document most sessions

Not every session needs a full safety plan. Every session needs evidence that you screened. A short statement that screening occurred and no indicators were present is complete documentation — and its absence is what creates exposure.

When indicators are present, the response is the record

The note has to show what you did after identifying risk: who you notified, what was recommended, when follow-up is scheduled. The plan section generates those lines from your selections so the escalation path is visible in the note rather than reconstructed from memory later.

Keep observation and judgment separate

State what the client said or did, verbatim where possible. Put your interpretation of risk level in the clinical reasoning section. Mixing the two is what makes a risk note hard to defend, because a reviewer cannot tell what was observed and what was inferred.

What this tool does not do

It does not assess risk for you and it does not decide level of care. It organizes what you already determined into documentation that holds up. If you are making a level-of-care decision, follow your agency protocol and your licensure requirements.

Questions

Common questions

Is this a suicide risk assessment tool?
No. It is a documentation tool. Any validated risk assessment instrument should be administered and scored separately, and its results entered in the observation field so they appear in the record.
Who should see a safety plan?
Follow your agency policy on distribution. The generated note is written for the audience you select — supervisor, referring physician, or caregiver — and the language changes accordingly.