Clinical Social Work templates

A reusable clinical template for documenting an individualized safety plan during a mental health crisis. It covers warning signs, coping strategies, support people and places, professional contacts, environmental safety measures, and reasons for living.

A comprehensive clinical assessment template for documenting presenting concerns, treatment and risk history, psychosocial context, mental status findings, diagnosis, and recommendations. It also supports recording treatment categories and areas of functional concern.

A structured template for documenting therapeutic interventions and assessing a patient’s response in a person-centered clinical encounter. It supports recording the therapeutic environment, patient engagement, comfort, transition after the session, and considerations for ongoing care.

A structured template for documenting trauma-focused cognitive behavioral therapy sessions. It captures the interventions used, the patient’s engagement and responses, observed progress, and application of treatment strategies in daily life.

A structured template for recording clinical team meetings, including logistical details, attendees, agenda items, discussion points, action items, and plans for the next meeting. It supports organized follow-up for team coordination, case discussions, and planning sessions.

This template structures documentation of multidisciplinary care team meetings, including participants, agenda topics, patient details, discussion points, assigned actions, and plans for the next meeting. It supports clear coordination of treatment and follow-up for complex patient care.