Mental Health · Templates

Crisis intervention note template

Built for acute mental-health crisis contacts—document the precipitant, thorough risk assessment, interventions used, collaborative safety plan, and clear disposition without burying safety details.

Template content

Copy or download, then paste into Wavo under My Templates.

Crisis Intervention Note

Crisis Presentation
- Mode of contact (walk-in, scheduled urgent, phone/video) and who is present.
- Precipitating event(s) and timeline leading to today’s crisis contact.
- Client’s stated needs and goals for stabilization.

Mental Status / Observational Findings
- Appearance, behavior, speech, mood/affect, thought process/content, orientation, and engagement under stress.

Risk Assessment
- Suicidal ideation: passive/active, plan, intent, means, preparatory behaviors, timeline.
- Homicidal ideation / violence risk if indicated.
- Self-harm urges/behaviors; intoxication/withdrawal; psychosis; agitation.
- Historical risk factors and protective factors.
- Overall risk level with clinical rationale.

Stabilization Interventions
- Crisis counseling, grounding, problem-solving, lethal-means counseling, validation, and skills used.
- Collateral contacts (with consent) and coordination with psychiatry/ED/mobile crisis as applicable.

Safety Plan
- Warning signs, internal coping, social/distraction contacts, crisis line/ED plan, environment safety (means restriction), and reasons for living—as collaboratively developed or updated.
- Who has copies / how client will access the plan.

Disposition
- Remain outpatient with close follow-up, higher level of care, ED/mobile crisis referral, or other disposition with rationale.
- Follow-up timing, wellness check arrangements, and what was communicated to client/supports.

Clinician Actions / Notifications
- Mandatory reports, supervisor consults, or emergency services involvement if any.

When to use this template

What makes the structure useful, and which visits it fits best.

Why this template works

Structural advantages for real documentation

Best for

Visit types and clinicians who use this format

  • Puts risk formulation and disposition front and center for crisis encounters.
  • Separates stabilization interventions from ongoing therapy narrative.
  • Makes safety-plan elements and collateral contacts explicit.
  • Works for outpatient crisis slots, same-day urgent therapy, and bridge visits.
  • 1Outpatient mental-health crisis sessions
  • 2Urgent same-day therapy contacts
  • 3Post-crisis bridge appointments

Example output shape

Illustrative excerpt of how a visit can land in this structure. Not a real patient record—review and edit every note before signing.

Crisis Presentation
Same-day urgent video visit after breakup and job warning. Client tearful, stating “I don’t want to be here anymore” but seeking help to get through the weekend.

Risk Assessment
Active SI with vague plan (pills in medicine cabinet) without intent to act tonight. No preparatory behavior. Prior attempt 5 years ago (overdose). Protective: dog, sister nearby, religious faith. Not intoxicated. Risk: moderate; suitable for outpatient with means restriction and tight follow-up.

Interventions
Validated distress; grounded with 5-4-3-2-1; collaborative lethality reduction—sister will hold unused meds tonight (client consented to call sister). Reviewed crisis line and local ED. No ED transfer indicated now per assessment and client preference with supports.

Safety Plan
Updated written plan: warning signs, coping list, sister as support, 988, remove pills tonight. Client repeated plan accurately.

Disposition
Outpatient: follow-up tomorrow (phone check-in) and therapy session in 48 hours. Client agrees to contact 988/ED if intent increases. Sister confirmed pickup of medications.

How Wavo automates this

What the product actually does with your template.

1. Add the template

Paste this content into My Templates, or start from a specialty-generated template and edit the sections.

2. Record or dictate

Capture the encounter with ambient recording or dictation. Wavo structures the note using your template.

3. Review and sign

Edit with Smart Transform if needed, then export or copy into your EHR. You stay responsible for the final note.

Put this template to work on your next visit

Start free, paste the template, and see how Wavo documents in your structure.