Risk Consultation and Escalation Log

A simple running log of who you consulted about a client risk or safety concern, what advice you received, what you decided and when you followed up.

Preview of the first page of Risk Consultation and Escalation Log
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Primary profession
Counsellors and therapists
Client group
Adults and young people seeing a counsellor or therapist.
Practice setting
Counselling and therapy services, including private practice, schools and community services.
Format
Templates and planning tools
Details
A4 PDF, landscape, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-CT-059
Version
1.0

About this resource

Decisions about risk should not be made alone. Professional bodies encourage consultation, and a clear log shows who you spoke to, what they advised, what you decided and how you followed up. This running log sits alongside your records of concern and client notes.

Purpose

To show that risk decisions were shared, reasoned and followed up.

Who it is for

Primary profession: Counsellors and therapists. Also relevant for psychologists, social workers, youth workers.

Client or participant group: Adults and young people seeing a counsellor or therapist.

Practice setting: Counselling and therapy services, including private practice, schools and community services.

Suggested uses

  • Supervision and peer consultation
  • Calls to crisis or child protection services
  • Advice from a professional association or insurer
  • Tracking follow-up

Instructions for practitioners

  1. Add an entry each time you seek advice or escalate a concern.
  2. Use a client ID where possible.
  3. Record your decision and reasoning, including decisions not to act.
  4. Review open items in supervision.

Accessibility considerations

Use the person's own words. Offer an interpreter, a support person or a different format where it helps.

Scope and limitations

A record-keeping tool. Follow your organisation's records procedures and keep it securely.

Research basis

Australian privacy law allows personal information to be shared without consent where this is reasonably believed necessary to lessen or prevent a serious threat to someone's life, health or safety. Professional guidance asks counsellors to keep accurate records, explain the limits of confidentiality and seek advice. Clinical supervision and structured reflection support learning, safe practice and professional development.

What is included

A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced. Written for Practitioner Plus from the guidelines and research listed in the research basis; no third-party template was used.

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