Risk Management Plan - Mental Health
Healthcare practitioners can use this template to collaboratively develop a comprehensive risk management plan for patients. Identify mental health related risk factors, document agreed-upon strategies to mitigate those risks, and define clear desired outcomes. The plan should be discussed and finalized with the patient, followed by formal sign-off from both the patient and the responsible practitioner.
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How to Use This Checklist
- **Record the basics.** Note the date the plan is conducted on, who prepared it, and the location. These details identify the plan and the practitioner responsible for it.
- **Identify each mental health risk factor.** Document the risk factors you have identified for the patient, one at a time.
- **Rate the severity.** Assign each identified risk a severity rating of **High**, **Medium**, or **Low**.
- **Capture the patient's own view.** Ask the patient to report their level of distress on a **0–10** scale and record it.
- **Agree on actions.** Record the actions and interventions identified to minimise the risks, and the desired outcomes and recovery goals.
- **Set the review interval.** Record the recommended review interval in **days** so the plan has a defined point at which it will be revisited.
- **Discuss and finalise with the patient.** Go through the completed plan with the patient before it is closed out.
- **Sign off.** Obtain the signature of the patient and the responsible practitioner.
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What this process is
A mental health risk management plan is a shared record of the risks a patient faces, how serious each one is, what will be done about it, and what the intended result is. It is developed collaboratively: the practitioner identifies and rates risk factors and proposes interventions, while the patient contributes their own account of how they are doing, including a self-reported distress level on a **0–10** scale. The finished plan captures the risk factors, their severity ratings, the actions and interventions chosen to minimise them, the desired outcomes and recovery goals, and a recommended review interval in days. It is finalised with the patient and signed off by both the patient and the responsible practitioner.
Risk assessment and management
The assessment and management section is where the clinical picture is built. You identify the mental health risk factors present, then rate the severity of each as **High**, **Medium**, or **Low**. Alongside your assessment, the patient reports their own distress level on a 0–10 scale. The section also records the actions and interventions identified to minimise the risks and the desired outcomes and recovery goals, so that what will be done and what it is meant to achieve are written down together.
Working with the patient
The plan is not written about the patient so much as with them. Their self-reported distress level feeds into the assessment, the outcomes and recovery goals are set as desired results rather than imposed targets, and the plan is discussed and finalised together before sign-off. Formal sign-off from both the patient and the responsible practitioner marks the point at which the plan is agreed.
Review
A recommended review interval, recorded in days, sets when the plan should be revisited. Because severity is rated as high, medium or low, it is clear at review which risks were considered most pressing and whether the actions taken against them remain appropriate.
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