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Safety checklist — what to do first + who to contact (Associate Handbook)

Audience: Associates
Goal: Provide a quick, consistent first-response checklist when you are concerned about safety.

This is a practical checklist, not clinical/legal advice. Use professional judgment and follow local laws/standards. When in doubt, escalate early.


1) First: assess immediacy (is there immediate danger?)

If there is immediate danger (to the client or others), or an emergency is unfolding:

  • Get to safety first (you, the client, and anyone else).
  • Call emergency services (911) if needed.
  • Contact Katherine immediately as soon as it is safe to do so.
  • Notify admin (logistics/coordination) when appropriate.

If the emergency is an office/building/workplace emergency (facilities-related), please also follow:

2) If not immediate danger, but you are concerned (same day escalation)

If you’re concerned about safety but it is not an active emergency:

  • Contact Katherine the same day (sooner is better).
  • Consider a safety plan / increased supports as clinically appropriate.
  • If the client needs urgent support, guide them toward appropriate urgent resources (per clinic/local norms).
  • Document your assessment and actions in JaneApp (see documentation checklist below).

3) Associate personal safety (in-session)

If you feel unsafe with a client:

  • End the session if needed and get to safety.
  • Call 911 if there is an immediate threat.
  • Report to Katherine immediately.

4) What to document (minimum)

In JaneApp, document (as applicable):

  • what you observed / what was reported
  • risk/safety assessment summary (brief)
  • what actions you took and why
  • who you contacted (Katherine/admin/emergency services) + times
  • any follow-up plan (next session timing, check-in, referrals/resources)

5) Who to contact (clinic)

  • Urgent clinical safety concerns: Katherine
  • Admin/logistics coordination: admin

Add to your personal phone contacts too:

  • Katherine phone: 604-787-4008
  • Katherine email: katherine@headandheartcounselling.com
  • Admin phone: 604-787-4008
  • Admin email: info@headandheartcounselling.com

6) Quick scripts (optional)

Use your own words, but keep it calm and direct:

  • Safety concern: “I’m concerned about your safety. Let’s pause and make a plan for what happens after we finish today.”
  • Escalation: “I’m going to involve additional support to make sure we handle this safely.”