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Create a crisis plan

Create a behavioral health crisis (safety) plan for a member, following the Stanley-Brown structure: warning signs, coping strategies, supports, crisis contacts, and means safety.

Before you start​

  • You need the Behavioral Health Clinician role.
  • Open the member first: go to Members → Member Search, find the member, and open their workspace.
  • Complete the plan together with the member whenever possible — a safety plan works best in the member's own words.

Steps​

  1. In the member's workspace tab bar, find the Role Actions group and click Crisis Plan.
  2. Fill in the plan sections:
    • Warning signs (required) — thoughts, feelings, and situations that signal a crisis is approaching.
    • Internal coping strategies (required) — things the member can do on their own to take their mind off the crisis.
    • Social supports / distractions — people, places, and settings that can help.
    • Crisis contacts — pre-filled with the 988 Suicide & Crisis Lifeline; add the local mobile crisis line and nearest ER.
    • Means safety — the plan for restricting access to lethal means (firearms, medications, etc.).
  3. Click Save Crisis Plan. You return to the member's Face-Sheet.

When saved, the system stores the crisis plan on the member's record and raises a "Crisis plan on file" clinical flag so anyone opening the chart — especially before an acute visit — knows to review it.

Tips / Troubleshooting​

  • Warning signs and Internal coping strategies are required; you'll be prompted if either is empty.
  • The active flag is visible on the member's Clinical Flags tab; the plan itself appears with the member's care plans.
  • Review and update the crisis plan after any crisis episode or significant change in the member's situation.