Template library · Progress reviews
Risk Follow-Up Review template
Reassess risk status at each follow-up contact.
Follow-up review for clients with an active risk management plan
- 13 fields across 4 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
Assessment Details
- Client NameText
- Date of BirthDate
- Client ID / MRNText
- Date of AssessmentDate
- Clinician / CoachText
- Location / ModalityText
Status Since Last Contact
- New risk indicators presentTick box
- Safety plan followedTick box
- Access to means changedTick box
- Support system engagedTick box
Plan Update
- Adjustments to safety/risk planText
Signatures
- Clinician SignatureSignature
- Date signed (clinician)Date
When to use it
Use a progress review at agreed points in a course of treatment — often every few sessions — to check the plan against what has actually changed.
How it works in MyWellOps
- Start the review from the template on the client’s record.
- Compare against the treatment plan and earlier assessments kept there.
- Save it, and share it with the client if you want to go through it together.
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