Clinical Resources

This folder contains essential tools, templates, and reference materials to support your clinical work at The Blue Lotus Practice. You will find risk assessment forms, safety plan templates, GP notification letters, discharge letters, supervision note templates, and quick-reference guides. These resources are designed to help you respond consistently and effectively to client risk, manage documentation, and uphold best practice standards.

Please use these materials as working documents to guide your practice, adapt them as appropriate for each client, and ensure that all completed forms are securely uploaded to Cliniko under the client’s record. Quick-reference sheets (e.g., risk protocols, safeguarding flowcharts) are for your guidance and should be kept accessible during sessions if needed.

If you notice gaps in this folder, or if you create or adapt a resource that could be useful to the wider team, please share it so we can keep this library up to date.

Core Templates & Forms (where to find them)

➡️ Risk Assessment Form (structured form to record suicidal ideation, plan, intent, protective factors, contributory factors): To complete for AMBER and RED risk-rated clients. Location > Cliniko > ???

➡️ Safety Plan Form (collaborative plan clients can use in crisis: warning signs, coping strategies, contacts, crisis lines): To complete for AMBER and RED risk-rated clients. Prioritise completing this form over continuing with therapy - as required. Location > Cliniko > ???

➡️ GP Notification Letter (for notifying risk to a client’s GP): Complete this with the Practice Director. Location > Cliniko > ???

➡️ Discharge Letters:

For planned endings: Location > Cliniko > ???

For abrupt endings: Location > Cliniko >