Draft Edition
Health Readiness
- Classify physical contraindications as absolute, relative (requiring medical clearance), or monitoring-only — and describe the facilitator's correct action for each.
- Recognize the key medication interactions relevant to psilocybin facilitation and explain why "my prescriber is supportive" is not medical clearance.
- Apply the mindspace stability framework to classify mental health presentations across the go/hold/refer spectrum — in non-diagnostic language.
- Conduct a three-part hold conversation: name the stability condition specifically, state what needs to be in place, and provide the referral that helps get there.
- Map a participant's lifespace across all five domains and identify vulnerabilities that require action before proceeding.
- Synthesize findings across all three spaces into a single go/hold/refer determination with appropriate documentation.
This is the largest chapter in the program — 25 hours, four sub-modules, building from physical flags through mental health stability through life context to a complete eligibility synthesis. It is also the first chapter in Phase 3: Clinical and Practical Applications. Chapters 1–7 built your professional identity, ethics, and interpersonal competencies. This chapter asks you to apply all of that to the specific clinical question that precedes every session: is this person ready to proceed?
The three-space framework — healthspace, mindspace, lifespace — is the organizing structure. No single space tells the full story. A participant who is physically eligible but psychologically unstable cannot safely proceed. A participant who is physically and psychologically ready but has no post-session support and an inflexible work commitment has an unresolved lifespace problem. The eligibility determination requires the whole picture. Sub-module 08D is where that synthesis happens.
A critical scope note that applies to every section in this chapter: you are not diagnosing. You are not giving medical advice. You are not deciding whether a condition is "probably fine." You are recognizing flags, asking the right questions, routing to the appropriate provider, and documenting what was disclosed. The medical and clinical determinations belong to licensed clinicians. Your job is to know when to route — and how to do it without abandoning the participant or closing the door prematurely.
Some physical conditions and medications create risks that are not negotiable. A facilitator who doesn't know these — or who lets a participant's enthusiasm override a flag — is not being supportive. They are creating danger. Healthspace screening is the first and most unambiguous layer of eligibility. Some answers here are hard stops. Know them cold before you have a single readiness conversation.
Absolute contraindications are conditions that preclude proceeding regardless of participant desire — no exceptions within facilitator scope. These are hard stops. The facilitator does not find workarounds, does not defer the decision to the participant, and does not apply clinical nuance that belongs to a licensed clinician. The absolute contraindications are: personal or first-degree family history of schizophrenia or schizoaffective disorder; current MAOI use; current lithium use; active uncontrolled seizure disorder; severe cardiovascular disease with recent major cardiac event.
Relative contraindications requiring medical clearance are conditions where proceeding may be appropriate — but only after a prescribing provider has been fully informed of what the service involves and has provided written documentation indicating the participant may proceed. These include: controlled cardiovascular conditions (hypertension, arrhythmia); current antidepressant use; controlled seizure disorder; renal or hepatic conditions affecting metabolism; pregnancy or breastfeeding. "My doctor is supportive" is not medical clearance. Written documentation from a fully-informed prescriber — that is clearance.
Monitoring conditions require heightened in-session attention but do not preclude proceeding with appropriate precautions. These are flagged in the intake for the administration facilitator's awareness — not as gate conditions.
MAOIs (phenelzine, tranylcypromine, selegiline) are an absolute contraindication — they create life-threatening serotonin syndrome risk in combination with psilocybin. This is not a clinical judgment call. It is a hard stop. Lithium creates seizure risk in combination with psilocybin — also an absolute contraindication. SSRIs and SNRIs interact with the serotonergic system and require medical clearance. Stimulants create combined cardiovascular effects and also require clearance. Cannabis is not a contraindication but requires a no-use window before the session — specific guidance lives in M11 Administration.
The facilitator equips the participant with a written service description document — a clear, plain-language summary of what psilocybin facilitation is, why certain medications require provider consultation, and what the facilitator is asking the provider to determine. The participant carries that document to, or sends it to, their provider appointment. The provider reads it and makes a written determination. The participant brings that determination back.
The facilitator never contacts a provider directly. This is not bureaucracy — it is scope discipline. The participant owns and delivers their own medical communication. The clinical determination belongs to the clinician who has the full medical picture of the patient in front of them. A facilitator who calls a participant's cardiologist is not being diligent. They are practicing medicine without a license.
The one pharmacokinetic fact relevant to eligibility screening: sessions typically last 4–6 hours, with effects potentially extending to 8 hours. A participant with an inflexible post-session commitment has a logistics problem that must be resolved before proceeding. Flag it here; the full conversation about logistics happens in 08C. What participants experience during a session — physical presentations, expected effects, how to observe and respond — is M11 Administration content and is not covered in this module.
- I can name all five absolute contraindications from memory — without looking at the reference card.
- I understand the difference between an absolute stop and a relative contraindication requiring clearance — and can give examples of each.
- I understand why "my prescriber is supportive" is not the same as medical clearance — and what the correct clearance process looks like.
- I know why facilitators provide a service description document rather than contacting the provider directly.
Healthspace tells you if the body can proceed. 08B Mindspace asks the harder question: is the person psychologically stable enough right now, with current supports, to hold the territory a psychedelic experience will open?
Psychedelic experiences amplify. A participant in acute psychological instability — recent trauma, active crisis, collapsing support structures — will not be stabilized by the experience. They will be destabilized further. Mindspace readiness is not about excluding people with mental health histories. It is about asking the right question: is this person stable enough right now, with the support structures currently in place, to hold what this experience will open?
The mindspace assessment is not clinical diagnosis. You are not determining whether someone has a psychiatric condition. You are recognizing stability indicators — observable, functional descriptions of where someone is right now — and making routing decisions based on those indicators. The language distinction is not semantic. "This participant displays features of emotional dysregulation and significant relationship instability" is in scope. "This participant has borderline personality disorder" is out of scope. The content of what you observe may be the same. The professional claim is entirely different.
Absolute Hold — refer to mental health clinician before any further steps: Active suicidal ideation with plan or means (M05 protocol activates immediately); active psychosis; acute manic or hypomanic episode; current severe dissociative episode. These are not situations where a facilitator continues the intake conversation while noting a concern. They require immediate halt and mental health referral.
Hold — not now for a full journey; specific pathway required: Unresolved acute trauma within 90 days; acute grief with collapsed support structures; active substance use disorder in active use phase (particularly stimulants or dissociatives); major acute life disruption; no current clinical support in the presence of significant psychiatric history. A hold is not a rejection. It is a description of what needs to be in place before the conversation about proceeding can happen. The language matters: "not now" is not "never." The door remains explicitly open.
Go with additional preparation: Well-managed depression or anxiety with current stability; processed trauma with active therapeutic support; addiction history in stable recovery; prior difficult psychedelic experience with integration work; borderline features with solid therapeutic structure. These participants can proceed — with specific additional preparation elements identified and built into the preparation plan.
Go with standard preparation: No current psychiatric concerns, adequate social support, no acute stressors, stable psychological baseline.
A hold conversation that simply communicates "I don't think you're ready" is an abandonment — it closes the door without telling the participant where the door is or how to get there from where they are. A hold conversation has three required elements: name the stability condition specifically and in non-diagnostic language; state what needs to be in place before the conversation about proceeding can happen — specifically and behaviorally, not vaguely; and offer the referral that will help get there. Bring your hold conversation template to every readiness conversation. Read it out loud before you use it.
Substance use history is relevant not just as a contraindication concern but as information about how the participant manages difficult states — both a potential resource and a potential vulnerability. Active addiction in the active use phase is a hold. Stable recovery is a go with additional preparation. The distinction is current functioning and support structures, not history alone. A participant who has been sober for three years with a solid recovery community is in a very different position from one in active dependence, even if their history looks similar on paper.
A hold conversation must include three elements. The model language is a starting point — the structure stays, the words are yours. Read your final version aloud before using it.
- I can classify a mental health presentation into the four mindspace categories — and explain what the facilitator's next action is for each.
- I can describe the difference between "in scope" and "out of scope" language in a mindspace assessment — with a specific example of each.
- I have written and practiced my three-part hold conversation aloud. It sounds like a path being described, not a door being closed.
- I understand why substance use history is not a simple contraindication — and what the relevant distinction is.
A participant can be physically and psychologically ready — and still not be eligible to proceed. 08C Lifespace adds the layer that healthspace and mindspace screening alone won't catch: the participant's actual life context and whether it can support what's about to happen.
A participant who is physically healthy, psychologically stable, and taking no contraindicated medications can still not be eligible to proceed — because of what their life looks like right now. Lifespace readiness maps the context that surrounds the session: obligations, logistics, support availability, work demands, and calendar factors. It is the most commonly underestimated dimension of eligibility — and the one that creates the most post-session distress when unaddressed.
Lifespace maps to what the research literature calls "set and setting" — extended beyond the physical environment of the session to include the participant's entire life context in the period surrounding it. A participant in the middle of a high-stakes work deadline, a family crisis, or a contested custody situation is operating with a full cognitive and emotional load that the experience will not pause. It will often amplify.
- Obligations and responsibilities — who or what depends on this person in the 48–72 hours around the session? Is childcare, eldercare, or any sole-caregiver role covered? Is there a backup plan if the session runs longer than expected?
- Logistics — transportation to and from the session (no driving for 8+ hours post-ingestion), housing stability, financial stability as it relates to the ability to rest without working post-session, no inflexible commitment within 8 hours of session end.
- Support availability — is there at least one trusted person who knows the participant is doing this and can be contacted after the session? Not everyone has this. For isolated participants, the absence of a support person is a significant lifespace gap requiring a specific plan, not a checkbox.
- Work and professional context — can this person take the time they need? Is there any high-stakes professional demand in the days following that will create pressure on integration?
- Calendar and seasonal factors — anniversary dates, upcoming significant events, family obligations that create emotional pressure or timing constraints.
Not all participants have the same access to post-session flexibility. A single parent with limited childcare options, a shift worker who cannot take time off without financial consequence, a participant from a community where this work is stigmatized and who has not disclosed it to anyone — these participants face structural barriers to lifespace readiness that are not individual failings. The facilitator's job is to co-create a plan that acknowledges these realities, not to apply a template designed for a participant who has full professional and financial flexibility. Complex lifespace logistics are not disqualifying. They are factors to plan around collaboratively.
The lifespace conversation also establishes the adverse reaction response plan — a required element of a complete lifespace assessment. Who knows to call if the participant is in significant distress after the session? What is the threshold for seeking medical support? The three-threshold framework: monitor (manage independently with grounding practices); contact facilitator (within stated contact hours, for concerning but non-emergency presentations); emergency (911 or ER, for active self-harm ideation, inability to communicate, chest pain, seizure, or any situation requiring immediate medical attention). Both facilitator and participant sign off on these thresholds before the session proceeds.
- I can name all five lifespace domains and give a specific example of a vulnerability in each that would require action before proceeding.
- I understand why complex lifespace logistics are not disqualifying — and how a collaborative planning approach differs from applying a fixed eligibility template.
- I have documented the three-threshold adverse reaction framework (monitor / contact facilitator / emergency) and know what the specific examples are for each threshold.
- I understand the cultural humility dimension of lifespace assessment — that structural barriers to post-session flexibility are not individual failings.
You have all three spaces. 08D Synthesis is where the three-space picture becomes one determination — and where the go/hold/refer skill becomes a complete professional competency.
The go/hold/refer decision is never made on a single domain in isolation. It is made on the whole picture. A participant with one mild relative contraindication in healthspace, solid mindspace, and excellent lifespace is very different from one with the same healthspace flag, significant mindspace instability, and no post-session support. The synthesis skill reads all three spaces together and makes a determination that reflects the actual picture — not the most alarming single data point.
Any single absolute stop in any space produces a hold or refer — regardless of how green the other spaces look. A participant who is physically and psychologically ready but whose lifespace has an unresolved critical gap (no transportation, active suicidal ideation trigger on the calendar, no support person at all) cannot proceed. The synthesis decision requires reviewing all three maps and applying the most conservative determination that the full picture warrants. But conservative does not mean defaulting to hold whenever there is any flag. It means accurately reading the flags and making a determination that reflects their combined weight.
The synthesis note is the written record of the eligibility determination — and it is one of the most important documents a facilitator produces. It must contain: what was disclosed in each space (using the participant's words in quotation marks where relevant); the classification applied (go / go with additional preparation / hold with pathway / hold pending clinical consultation); the specific basis for the classification in non-diagnostic language; every action taken (routing, referral, clearance requested, document provided) with date; and any conditions that must be in place before the determination can be revisited. What it does not contain: clinical diagnosis, interpretation of what disclosures mean clinically, the facilitator's prediction of outcome, or language that goes beyond what was disclosed.
| Healthspace | Mindspace | Lifespace | Synthesis Determination |
|---|---|---|---|
| No flags | Well-managed anxiety, stable, in therapy | Solid support, logistics covered | GO with standard preparation. Add mindspace note: enhanced grounding preparation given anxiety history. |
| SSRI use — clearance requested, not yet received | Stable, no concerns | Excellent — flexible schedule, solid support | HOLD pending medical clearance. All other spaces support proceeding. Resume when written clearance from prescriber received. |
| No flags | Acute trauma disclosure within 30 days, no current therapist | Good logistics, one support person | HOLD with pathway. Stability condition named. Pathway: active therapeutic relationship + 90 days. Referral provided. Hold conversation documented. |
| Family history of schizophrenia (maternal) | No psychiatric history, currently stable | Lifespace solid | ABSOLUTE HOLD. First-degree family history of schizophrenia. Refer to psychiatrist for evaluation before any further steps. Cannot proceed without psychiatric clearance regardless of other spaces. |
| Controlled hypertension — cardiologist clearance on file | Stable recovery (18 mos), strong recovery community | No childcare coverage day-of — gap identified, plan in development | HOLD pending lifespace gap resolution. Healthspace and mindspace cleared. Proceeding requires childcare coverage confirmed. Follow up scheduled. |
- I can name the absolute contraindications from memory and describe the correct facilitator action for each.
- I can explain why "my doctor is supportive" is not medical clearance and describe the correct clearance process.
- I can classify a mental health presentation using the four mindspace categories in non-diagnostic language.
- My hold conversation template is written in my voice and includes all three required elements — and I have read it aloud.
- I can map all five lifespace domains and identify what actions are needed when a vulnerability is found.
- I understand why a single absolute stop in any space produces a hold regardless of other spaces — and why the determination is not made on any single data point.
- I can write a synthesis note that includes the determination, the basis, and every action taken — in non-diagnostic, scope-compliant language.
- Readiness is not binary. It is a multi-domain picture — healthspace, mindspace, lifespace — that tells you whether proceeding now, under current conditions, with current supports, is appropriate.
- Absolute contraindications are hard stops. No participant enthusiasm, clinical nuance the facilitator applies, or workaround changes that. These are the conditions where the facilitator is specifically not the appropriate decision-maker.
- Medical clearance is written documentation from a fully-informed prescribing provider. "Supportive" is not clearance. A verbal endorsement is not clearance. The participant delivers the service description document. The clinician makes the determination in writing.
- Facilitators never contact providers directly. The participant owns and delivers their own medical communication. This is scope discipline, not bureaucracy.
- Mindspace assessment is recognition of stability indicators and routing decisions — not diagnosis. "Features of emotional dysregulation" is in scope. "Borderline personality disorder" is not.
- A hold is not a rejection. "Not now" is not "never." The hold conversation names the condition, describes what readiness looks like, and offers the referral that helps get there. A hold without a pathway is an abandonment.
- Lifespace is the dimension most commonly underestimated. A participant who is physically and psychologically eligible but has no post-session support, no transportation plan, and an inflexible work demand is not fully eligible to proceed.
- Cultural humility applies to lifespace assessment. Complex logistics are not individual failings. The facilitator co-creates a plan around structural realities rather than applying a template designed for participants with full professional flexibility.
- The synthesis determination reads all three spaces together. Any absolute stop in any space produces a hold — regardless of how green the other spaces look. The determination reflects the whole picture, not the most alarming single flag.
- Scope-compliant documentation captures what was disclosed, the classification, the basis in non-diagnostic language, and every action taken. It does not contain clinical interpretation, diagnosis, or outcome prediction.
- Controlled seasonal allergies managed with antihistamines
- Well-controlled hypertension with a cardiologist letter of support
- Current use of phenelzine (an MAOI) for treatment-resistant depression
- Mild nearsightedness requiring corrective lenses
- Proceed — the prescriber's verbal support constitutes adequate clearance
- Pause the intake, provide the participant with a service description document, and request written clearance from the prescribing provider
- Contact the psychiatrist directly to discuss the participant's suitability
- Decline the participant — current antidepressant use is an absolute contraindication
- Reviewing a participant's medication list and deciding which conditions are clinically manageable without clearance
- Using a structured intake instrument to identify flags and route appropriately
- Ordering laboratory tests to confirm cardiovascular eligibility
- Diagnosing the participant's mental health condition based on their disclosures
- A participant who is nervous about their first session
- A participant with a history of trauma that has been processed in therapy over the past two years
- A participant who disclosed a seizure disorder that has been controlled for three years with neurologist monitoring
- A participant disclosing active suicidal ideation with a specific plan
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