M05 — Suicide Risk · Inner EDGE Navigator · T1 + T2
iETA — Inner EDGE Navigator Training Program  ·  Module 05 — T1 + T2

Tier 1 Cover Sheet & Tier 2 Instructor Guide  ·  v1.0  ·  Student Guide (T3) delivered separately

Tier 1 Module Cover Sheet Faculty & Student Reference  ·  Regulatory Anchor
Phase 2 — Core Competencies of Facilitation Phase 2
Module 05: Suicide Risk
The highest-stakes clinical encounter a facilitator can face. This module builds practical competency in recognizing suicide risk indicators, conducting a within-scope risk conversation without catastrophizing or minimizing, calibrating safety response to what is actually presenting, documenting accurately, and handing off to clinical resources appropriately. The skills from M04 — scope clarity, referral language, documentation standards — are direct prerequisites. This content requires personal preparation as well as professional preparation.
5 hrs total 3.5 sync / 1.5 async Phase 2 · v1.0
Learning Objectives By module completion
PC4 — Safety & Crisis Response
  • 1
    Identify verbal, behavioral, and contextual suicide risk indicators — including those that surface specifically in altered-state and integration contexts — and distinguish them from presentations that do not require escalated response. Analyze CO G.1 · G.2
  • 2
    Ask directly about suicidal ideation without panic, catastrophizing, or minimizing — using the three-question within-scope inquiry — and listen in a way that allows the participant to be fully honest. Apply CO G.3 · G.4
  • 3
    Calibrate safety response to the actual presentation — passive ideation without plan versus active ideation with plan and means — avoiding both under-response and unnecessary escalation. Evaluate CO G.3 · G.5
  • 4
    Execute the safety steps protocol in sequence — grounding self, ensuring immediate safety, contacting supervisor, initiating warm handoff, and documenting contemporaneously with factual language. Apply CO G.5 · G.6 · D.5
  • 5
    Produce a scope-compliant post-incident documentation note — factual, specific, quoting exact participant language — and complete a warm handoff to a clinical resource with appropriate information transfer. Create CO G.6 · D.5 · D.6
Regulatory Crosswalk CO NMTP primary  ·  NV ATPP comparative
SourceCodeStandardModule Coverage
CO NMTPG.1Recognizing indicators of acute psychiatric risk including suicidality in facilitation contextsL1 — primary
CO NMTPG.2Understanding the suicidality spectrum from passive ideation to active plan with means and timelineL1 — primary
CO NMTPG.3Conducting within-scope risk inquiry — direct questioning, calibrated response, active listening in risk situationsL2 — primary
CO NMTPG.4De-escalation and supportive communication in high-acuity clinical encountersL2 — supporting
CO NMTPG.5Safety response protocols — immediate safety, supervisor contact, 911 criteria, session managementL3 — primary
CO NMTPG.6Mandatory reporting obligations and contemporaneous documentation standards for risk incidentsL3 — primary
CO NMTPD.5Warm handoff to clinical resources — information transfer, introduction, follow-up protocolL3 — supporting
CO NMTPD.6Post-incident documentation review and supervisor debrief requirementsL3 — supporting
Prerequisites & Forward Connections

Direct prerequisites: M04 — Trauma-Informed Care (scope clarity, referral language, documentation standards). Students without M04 completion should not begin M05. Forward connection: M05 safety protocol becomes the crisis response layer in M09 (Advanced Integration Challenges) and M14 (Supervision & Quality Assurance). The documentation skills built here are assessed at program exit.

⚠ Facilitator Preparation Note

This module addresses suicide risk — content that may activate personal history in students. Before teaching M05, instructors should review their program's student support resources, establish a brief opt-out or step-back protocol at the start of L1, and create clear space at the end of each lesson for students who need to process. This is not a reason to soften the content — it is a reason to hold the container well. The facilitators who find this content most activating are often the ones who most need to develop competency in it.

Module at a Glance 3 lessons + OSCE · 5 hrs total
Lesson 1
Recognizing Suicide Risk Indicators
2.0 hrs · 1.5 sync + 0.5 async
Lesson 2
Within-Scope Risk Conversations
1.5 hrs · 1.0 sync + 0.5 async
Lesson 3
Safety Steps, Documentation & Handoff
1.5 hrs · 1.0 sync + 0.5 async
Colorado NMTP — Section G Compliance Note

Module 05 satisfies the Section G requirement for crisis and safety training in the Colorado Natural Medicine Treatment Program. Completion of L1, L2, and L3 with OSCE passage (≥70%) constitutes the documented competency evidence required for program completion records. Students who do not pass the OSCE must remediate before any supervised client contact hours begin. Instructors should retain all OSCE rubrics with assessor signatures per program documentation requirements.

── T1 ends  ·  T2 begins ──
Tier 2 Instructor Guide Facilitator Copy  ·  Not for Distribution  ·  All Tools Included
Module 05 — Phase 2: Core Competencies Phase 2
Suicide Risk — Instructor Guide
Three lessons building recognition, conversation, and safety response skills. All lesson content, exercises, scenario card banks, documentation template, and full OSCE assessor package are in this file. Read the facilitator preparation note on the Cover Sheet before beginning this module.
3.5 hrs sync 3 Lessons + OSCE
Tier 2 What This Module Asks of You
Module 05 · Suicide Risk Assessment & Response
What This Module Asks of You
Most facilitators are afraid of teaching this content. It is the most important module to teach well.

Your job in this module is not to make the content less frightening. It's to demonstrate that it can be held — steadily, clearly, and with exactly the calibrated groundedness you're asking your students to develop. Some students will have personal history with suicidality. Some will intellectualize to create distance. Some will perform comfort they don't feel. Your job is to establish the opt-back-in protocol briefly at the start and then hold the room through the material at full weight.

The through-line is this: a facilitator who cannot tolerate this conversation cannot protect the participant who needs to have it. That framing should live in the room from L1 through the OSCE. The ask is not for students to feel comfortable with suicide risk — it's for them to be able to ask the question directly, without hesitation, when the moment calls for it.

L2 — the direct inquiry practice — is the hardest session to teach. Students will avoid the exact wording. Redirect them back to it every time: the research is clear that asking directly does not increase risk. It gives the participant permission to say something true they've been holding alone. That's the lesson. Don't let them soften their way around it.

What your students need from you in this room

They need you to ask the hard question out loud — demonstrating it, modeling it, not flinching from it. If you soften the language in your delivery, they will too. Hold the standard. The participant who needs this done right will thank you for it, even if they never say so.

Lesson 1 2.0 hrs total  ·  1.5 sync + 0.5 async  ·  CO G.1 · G.2
L1: Recognizing Suicide Risk Indicators
Warm-up 10 min  ·  Lecture 40 min  ·  Exercise 30 min  ·  Debrief 10 min
Students learn to recognize the full range of suicide risk indicators — verbal, behavioral, and contextual — as they may present in preparation, administration, and integration contexts. The lesson distinguishes indicators that require immediate escalation from those requiring close monitoring and consultation, and establishes why asking directly is an act of care rather than a risk.
Materials — T2 onlyRisk Indicator Sort Cards (10 cards, this guide)  ·  Risk Indicator Reference Card (this guide)
Materials — T3Risk Indicator Reference Card  ·  Guided Notes space  ·  Reflection prompts
Competency Target
PC4 — Safety & Crisis Response

CO G.1 (risk indicator recognition) · CO G.2 (suicidality spectrum). By end of L1, students can identify risk indicators across all categories and correctly classify presentations by urgency level.

Warm-Up  ·  10 min
Opening "Before we begin — take 30 seconds and think about this: what is the conversation you are most afraid of having in a facilitation session? You don't need to share it. Just name it to yourself." [30 seconds of silence. Then:] "Some of you thought of what we're about to cover. That fear is worth naming — because if we can't hold this conversation in a training room, we won't be able to hold it when it actually arrives. And it will arrive. This module is the preparation."
This warm-up is intentionally low-disclosure — no one shares. It creates internal activation without external performance, and it names the elephant in the room. If anyone is visibly distressed during the 30-second pause, check in briefly before continuing. Some students will have personal history with this content that will surface before the lecture even begins.
Lecture  ·  40 min  ·  Flowing prose — no bullet-point delivery
Why do we train facilitators in suicide risk recognition when they're not clinicians? Because the altered-state context creates conditions that may surface content a participant has never spoken about in their ordinary life — including suicidal thoughts that have been carefully managed in daily functioning. You are not the last line of defense. You are the person who is present in the moment it surfaces. What happens in those first minutes matters enormously.

The first thing to establish is what facilitators are and are not trained to do in this area. A facilitator is not conducting a clinical suicide risk assessment — that requires licensure, training, and a clinical relationship that is outside your scope. What you are doing is recognition and calibrated response: noticing indicators, asking directly, gathering the specific safety information you need to determine your next action, and executing that action correctly. The scope is narrower than clinical assessment, and that narrowness is appropriate. But within that scope, the expectation for competency is high.

Understanding the suicidality spectrum matters because your response must be calibrated to what is actually presenting, not to your fear of what might be presenting. The spectrum runs from passive ideation — thoughts of death, thoughts of not existing, thoughts that others would be better off without them, without any intent or plan to act — through active ideation with no specific plan, to active ideation with a plan, to a plan with means and a timeline. Each of these requires a different response. Passive ideation without a plan is common, especially in processing contexts where a participant is confronting things they have held alone for a long time. It requires acknowledgment, documentation, supervisor contact, and monitoring — it does not require calling 911. Active ideation with a plan and access to means is a different clinical situation entirely. Treating them identically is both an under-response to the second and an over-response to the first — and both errors damage the participant.

Pause here. Ask: "What is your gut telling you right now about what you would do if a participant disclosed that they sometimes think about not existing?" Don't collect responses verbally — let it sit for 5 seconds. Then continue: "Hold that instinct. We'll come back to it."

Verbal indicators include both direct and indirect statements. Direct statements — "I've been thinking about ending my life," "I don't want to be here anymore," "I've thought about how I'd do it" — are unambiguous. They require direct response regardless of context, regardless of whether the participant follows with "but I'd never actually do it." The "but I'd never actually do it" is relevant information, but it doesn't close the inquiry. Indirect statements are more nuanced: "everyone would be better off without me," "I just feel like there's no point to any of it," "I've been giving things away," "I keep thinking about what happens after we're gone," "I won't have to worry about this much longer." These are not diagnostic. They are indicators — they tell you to inquire, not to assume.

Behavioral indicators that may be visible to a facilitator include: withdrawing from relationships that had previously been important, giving away possessions or stating an intent to do so, sudden calm after a period of intense distress — which can indicate that a decision has been made — and a qualitative change in engagement that is different from ordinary processing. In the facilitation context specifically: a participant who had been actively processing something difficult and suddenly goes flat, becomes uncharacteristically dismissive of the work, or expresses a new indifference to future sessions, is worth a direct inquiry.

Contextual indicators are the risk amplifiers that your intake process is designed to capture — but that may also surface during the relationship over time. Recent significant loss, particularly bereavement or relationship dissolution. A history of prior suicide attempts, which is the single strongest predictor of future risk. Social isolation, particularly if it has intensified recently. Anniversary dates of traumatic events or losses. Medical diagnoses with terminal or life-altering implications. These don't create suicidality — they increase vulnerability to it. A facilitator who knows these are present in a participant's history is not paranoid for attending closely when the participant processes grief, loss, or hopelessness.

Pause and offer: "What questions are you holding right now? We're about to do an exercise that will make the nuances more concrete, but if something is sitting in the room, let's name it first."

The most important piece of knowledge to carry out of this lesson is one that has been extensively researched and consistently confirmed: asking directly about suicidal ideation does not increase risk. The persistent cultural myth that asking plants the idea, or that asking makes it more likely to happen, is not supported by any research and has been comprehensively refuted across multiple large studies. In fact, for most people, being asked directly is a relief — it is the first time someone has given them permission to say something true that they have been holding alone. A facilitator who avoids asking because they are afraid of increasing risk is not protecting the participant. They are protecting themselves from an uncomfortable conversation. Knowing this does not make the conversation comfortable. It makes it necessary.

Watch For in This Lecture
  • Students who go very quiet — this content activates personal history. Check in briefly at the end of the lecture before moving to the exercise.
  • Students who intellectualize as a distancing strategy — they may become very technical. This is appropriate; don't push for emotional engagement if students are managing by staying cognitive.
  • Pushback on the "asking doesn't increase risk" point — this is a deeply held cultural belief and some students will resist it. Have the research summary language ready (see Reference Card below).
  • Students who conflate recognition with assessment — emphasize repeatedly that the facilitator's job is to notice and ask, not to diagnose or determine level of risk clinically.
Risk Indicator Reference Card · Instructor Reference · T3 Version in Student Guide
VERBAL — Direct  ·  Explicit statements about wanting to die, end their life, not exist, or how they would do it. Always inquire directly — follow-up does not create risk.
VERBAL — Indirect  ·  "Everyone would be better off without me" · "There's no point" · "I've been giving things away" · "I won't have to deal with this much longer." These are indicators for inquiry, not diagnosis.
BEHAVIORAL  ·  Social withdrawal · Giving away possessions · Sudden calm after intense distress · Flat disengagement from future plans · Qualitative shift in engagement with facilitation work.
CONTEXTUAL AMPLIFIERS  ·  Prior attempt history (strongest predictor) · Recent significant loss · Isolation · Anniversary dates · Terminal or life-altering medical diagnosis · Increased substance use.
DOES NOT MEAN SUICIDAL  ·  Processing grief · Talking about death in past tense with integration · Crying, fear, distress inside the window of tolerance · Historical disclosure with evidence of prior resolution.
Research note (for pushback): Multiple randomized controlled trials, including Gould et al. (2005) and subsequent meta-analyses, have found no evidence that asking about suicidal ideation increases risk. The American Association of Suicidology, SAMHSA, AFSP, and the Joint Commission all recommend direct inquiry. The myth persists despite extensive evidence to the contrary.
Exercise  ·  30 min  ·  Risk Indicator Sort
Risk Indicator Sort — T2 Instructor Use Only
Individual then pairs. Each student receives the 10 sort cards (below). They read each one and classify independently: (A) Indicator requiring direct inquiry this session — (B) Contextual concern to monitor and bring to supervision — (C) Not a risk indicator. Then compare with a partner and reconcile disagreements. Full debrief in group.
  1. Distribute 10 cards per student or have students read from a shared set. (10 min individual sort)
  2. Pairs compare and discuss disagreements. (10 min)
  3. Group debrief — reveal answer key, explore nuance in the contested items. (10 min)
T2 Only Risk Indicator Sort Cards — 10 Cards + Key Do not distribute to students · Facilitator-led exercise
Card 01
A participant in their third integration session says: "I've actually been thinking that everyone would be better off if I just wasn't around. I know that sounds dramatic." They smile when they say it.
Key: A — Direct inquiry requiredThe smile and minimization ("I know that sounds dramatic") do not reduce the risk. This is an indirect verbal indicator. Ask directly this session. Do not defer.
Card 02
A participant discloses in intake that they had a suicide attempt eight years ago and have been in stable recovery since. They describe it as "the worst and most important thing that ever happened to me."
Key: B — Contextual amplifier; monitorPrior attempt history is the strongest single predictor of future risk — but this disclosure, with the framing given, does not require immediate inquiry. It requires heightened attention, documented awareness, and supervision check-in.
Card 03
A participant is crying steadily during an integration session, describing grief about the death of their father two years ago. They say: "I miss him so much. I keep thinking about what it'll be like when I'm old and he's not there."
Key: C — Not a risk indicatorGrief processing, tears, and thinking about loss and mortality are within normal processing. This participant is oriented, responsive, and inside the window. Hold steady.
Card 04
Twenty minutes into an administration session, a participant who has been very activated becomes suddenly, completely calm. The quality of stillness is different from peaceful processing — it's flat. When you check in, they say quietly: "I just decided something."
Key: A — Direct inquiry requiredSudden calm after intense activation, combined with "I just decided something," is a high-priority behavioral + verbal combined indicator. Ask directly: "Are you having thoughts of hurting yourself or ending your life?"
Card 05
A participant tells you they've been cleaning out their apartment and donating things they no longer need. They seem lighter than they have in previous sessions. They mention they gave away their dog because "it's better for him."
Key: B — Contextual concern; inquiry warrantedGiving away possessions, especially something significant like a pet, is a behavioral indicator that warrants direct inquiry even when the surface presentation is light. Ask: "I want to check in with you about something — how are you doing overall right now?"
Card 06
A participant says during an integration session: "I've thought about it — I have a plan, I know what I'd use, I just haven't done it because I keep thinking about my kids." They add: "Don't freak out, it's just thoughts."
Key: A — Active ideation with plan and means. Immediate safety response required."Don't freak out, it's just thoughts" does not change the clinical picture. This is active ideation with a plan and means — the protective factor (children) is present but this does not reduce the urgency. Safety steps protocol begins now.
Card 07
A participant processing a psychedelic experience describes a vision of their own death — seeing their funeral, watching family grieve, feeling profound relief. They're engaged, curious, and describe it as one of the most meaningful things they've ever experienced.
Key: C — Not a risk indicatorDeath imagery in psychedelic processing is extremely common and frequently profound. This participant is engaged, inside the window, integrating the material. There are no verbal or behavioral risk indicators present. Document the content accurately.
Card 08
A participant who has been coming consistently for four integration sessions cancels two in a row without rescheduling. When they return, they seem flat and disengaged — "I don't know why I even came today."
Key: B — Behavioral change; inquiry warrantedWithdrawal from the relationship, combined with flat affect and stated purposelessness, warrants direct inquiry before the session continues. "I've noticed you've been away for a few weeks — how are you actually doing?" If they disclose anything, classify from there.
Card 09
During a preparation session, a participant discloses: "I'm coming to this because I don't want to be alive anymore and I'm hoping it will change that. I don't have a plan or anything. I just genuinely don't want to be here."
Key: A — Direct inquiry required before proceedingActive suicidal ideation as primary motivation for pursuing facilitation is a significant clinical situation. Inquiry required. Passive ideation without plan does not automatically disqualify participation, but it requires clinical consultation before proceeding. Do not move forward without supervisor contact.
Card 10
A participant in integration describes a period of severe depression three years ago when they had passive thoughts of not wanting to exist. They describe it in past tense, with gratitude for having worked through it in therapy, and say it motivates why they want this experience.
Key: C — Historical disclosure, not a current indicatorPast suicidality that has been processed and integrated is not a current risk indicator. Document the disclosure accurately. Note the resolution framing. It is relevant history but does not require inquiry or escalation at this session.
Debrief  ·  10 min
Debrief Questions
Which card was hardest to classify, and what made it hard? What would have made it clearer?
Where is the line between "contextual concern, monitor" and "inquire directly this session"? What tips you from one to the other?
Go back to your warm-up thought — the conversation you were most afraid of. Has anything shifted for you about why that conversation might actually be survivable?
Async Assignment — Due Before L2

Personal preparation reflection (not submitted — private): What is your own relationship to this content? Have you experienced suicidal ideation yourself, or cared for someone who has? How might your personal history affect your clinical judgment in this area — specifically, are you more likely to over-respond (panic, catastrophize) or under-respond (minimize, normalize)? Write for yourself. You don't need to share it. This reflection is the preparation work for L2, where you will have to demonstrate the ability to ask directly without either of those distortions.

Also: Read and internalize your Risk Indicator Reference Card. You should be able to classify any presentation into its category before the next session.

Bridge to L2

You can recognize the indicators. Lesson 2: Within-Scope Risk Conversations builds the skill that recognition requires: asking directly. Not catastrophizing. Not minimizing. Holding the answer, whatever it is, with professional steadiness and asking the three questions that tell you what you need to know. The L1 reflection you did — honestly — is the preparation for L2's roleplay. Bring it.

Lesson 2 1.5 hrs total  ·  1.0 sync + 0.5 async  ·  CO G.3 · G.4
L2: Within-Scope Risk Conversations
Warm-up 10 min  ·  Lecture 25 min  ·  Exercise 30 min (roleplay)  ·  Debrief 10 min
Students learn to ask directly about suicidal ideation, gather the three pieces of safety information they need, and respond with calibrated steadiness — neither minimizing nor catastrophizing. The roleplay is the core competency practice for this lesson and must be executed both ways (student as facilitator and as participant) before OSCE.
Materials — T2 onlyRoleplay Scenario Cards A & B (this guide)
Materials — T3Risk Conversation Script Template  ·  Guided Notes  ·  Reflection prompts
Competency Target
PC4 — Safety & Crisis Response

CO G.3 (within-scope inquiry) · CO G.4 (supportive communication in high-acuity encounters). By end of L2, students can demonstrate the three-question inquiry and provide a calibrated response matching the disclosed risk level.

Warm-Up  ·  10 min
Opening "What does it feel like — in your body — to think about asking someone directly: 'Are you thinking about ending your life?' What happens in you when you imagine saying those words out loud?" Take 3–4 responses. Common answers: fear, tightening, feeling like you might cause harm, feeling like it's not your place, feeling like you're crossing a line. Acknowledge all of them. Then: "Every one of those responses makes sense — and every one of them is about you, not about the participant. Today's lesson is about learning to set those responses aside long enough to ask."
This warm-up is deliberately body-focused to surface the somatic component of avoidance. Students need to acknowledge the internal pull before they can examine whether it serves the participant. Don't rush past this — the quality of the roleplay exercise depends on how honestly students can hold the discomfort.
Transition: "We established last lesson that asking doesn't increase risk. This lesson is about what to actually do when you ask. Let's build the conversation."
Lecture  ·  25 min  ·  Flowing prose — no bullet-point delivery
There is a specific skill involved in asking directly about suicidal ideation, and that skill has two parts: asking in a way that gives the person permission to be honest, and receiving the answer in a way that doesn't punish them for having been honest. Most facilitators are reasonably good at the asking. The receiving — without flinching, without rushing to fix, without catastrophizing what they've heard — is the harder skill, and it's the one that determines whether the participant will tell you the truth.

When an indicator is present, the question is not whether to ask — it is how to ask in a way that creates space rather than closing it. The bridge language matters. Something like: "I want to check in with you directly about something you said — it's important to me that I understand what's going on for you." This names that you heard something, that you're taking it seriously, and that your attention is care, not alarm. Then the question, directly: "Are you having thoughts of hurting yourself or ending your life?" Not: "You're not thinking about anything like that, are you?" — which is an invitation to say no. Not: "Sometimes people in hard moments think about things they wouldn't usually think about..." — which buries the question in reassurance. Ask clearly. Wait.

If the answer is yes — or the equivalent — there are three things you need to know. The first is whether there is a plan. "Do you have a plan for how you would do that?" The second is whether there is means. "Do you have access to [whatever they described]?" The third is whether there is a timeline — though this is often answered by the first two. These three questions are not clinical assessment. They are the safety information that determines whether you are dealing with passive ideation without plan, active ideation with a vague plan, or active ideation with specific means and timeline. Your response to each of these is different. Gathering this information is therefore not optional.

Pause here. Ask: "Why does it matter whether there's a plan? What changes in your response if there is one?" Take 2 responses. Reinforce: the plan + means combination indicates immediate action; passive ideation without plan indicates supervision contact, documentation, and close monitoring.

Once you have the answer, the next thing that happens — and this is where facilitators most often make errors — is your response to what you've been told. Three errors to avoid. The first is minimizing: "I'm sure you don't really mean that," "It's probably just the processing talking," "You seem okay to me." These responses tell the participant that honesty was a mistake. The second is catastrophizing: "Oh my god, we need to call an ambulance right now" in response to passive ideation without plan, or visible panic, or immediately breaking the conversation to call someone while the participant watches. This punishes honesty with chaos. The third is offering false reassurance: "I promise you'll feel better after this session," "This is going to heal you," or any language that promises an outcome you can't guarantee. The participant has been honest with you. They deserve a response that takes their honesty seriously without amplifying their fear.

What to do instead: reflect what they said in their own language. "You've been thinking that everyone would be better off without you — I hear that. I'm glad you told me." Acknowledge the courage. Then be transparent about what happens next: "Because of what you've shared, I need to ask you a few more questions — and then I'm going to let you know what I'm going to do and why." This last piece is critical — it keeps the participant as an informed participant in what happens next rather than something that is being managed. The Trustworthiness and Transparency principle from M04 applies with full force here.

When the disclosure does not require immediate emergency response — passive ideation, no plan, no means — the conversation continues. The facilitator does not stop the session for passive ideation alone unless they judge it is disrupting the participant's capacity to engage. What the facilitator does: document the exact language used, contact supervision before the next session at the latest, and build their local safety network so they know who to call in the event of escalation. When the disclosure does require immediate action — plan, means, imminent timeline — the conversation moves into safety steps, which is the content of L3.

Watch For in This Lecture
  • Students conflating "I won't catastrophize" with "I won't take it seriously." Calibration means matching response to presentation — not minimizing everything in an attempt to stay calm.
  • Questions about what to do if the participant says "no" to direct inquiry but something still feels off. Reinforce: the clinical skill is asking; the professional judgment is continuing to attend. Document your concern even if the verbal answer is no.
  • Students who want a script. The Risk Conversation Script Template in T3 provides structure — but the goal is internalization, not reading from a card. The roleplay is designed to move from structure toward fluency.
Tool · T3 Version in Student Guide
Within-Scope Risk Conversation — Structure Reference
Step 1 — Bridge
"I want to check in with you directly about something you said — it matters to me that I understand what's going on for you."
Step 2 — Ask Directly
"Are you having thoughts of hurting yourself or ending your life?"
Step 3 — If Yes: Three Questions
1. "Do you have a plan for how you would do that?"

2. "Do you have access to [means they described]?"

3. "Is there a timeline in your mind?"
Step 4 — Receive + Reflect
Reflect their language. Acknowledge. "I hear you. I'm glad you told me."

Do NOT minimize, catastrophize, or offer false reassurance.
Step 5 — Transparency About Next Steps
"Because of what you've shared, I need to do a few things — and I want to tell you what they are and why."
Then: calibrate next steps to actual risk level. Passive ideation, no plan → document, supervisor contact, close monitoring. Active ideation with plan/means → safety steps protocol (L3).
Exercise  ·  30 min  ·  Risk Conversation Roleplay
Roleplay — T2 Instructor Use Only · Scenario Cards Below
Pairs. One student plays facilitator, one plays participant using Scenario A or B cards below. Facilitator must: (1) bridge into the inquiry, (2) ask directly, (3) gather the three safety questions if indicated, (4) respond without minimizing or catastrophizing, (5) be transparent about next steps. Then switch roles with Scenario B. Observer rubric is not formal here — this is a practice lab, not an assessment. Debrief in group.
  1. Distribute scenario cards to the participant-role student only. Facilitators do not see the scenario in advance. (2 min setup)
  2. Roleplay Scenario A — facilitator has 8 minutes. (8 min)
  3. Brief pair debrief — participant tells facilitator what they noticed. (3 min)
  4. Switch. Roleplay Scenario B — now the other student facilitates. (8 min)
  5. Brief pair debrief. (3 min)
  6. Group debrief — pull the full group back. (Debrief block below)
T2 Only L2 Roleplay Scenario Cards A & B Participant-role card only · Facilitator does not see in advance
Scenario A — Participant Card
Your role: You are in your third integration session. You have been processing a lot of loneliness. At some point, say something like: "I don't know, sometimes I just feel like no one would really notice if I wasn't here."

If the facilitator asks you directly about suicidal ideation: Say yes, you have been thinking about it. You don't have a plan. No means. It's been passive — just a background thought for a few weeks.

Respond naturally: If the facilitator seems panicked, become more withdrawn. If they ask calmly and stay with you, allow yourself to open up more.
Risk level: Passive ideation, no plan, no means. Correct facilitator response: ask directly, gather the three questions, reflect without minimizing, be transparent about what happens next (supervisor contact, documentation). Does NOT require emergency response.
Scenario B — Participant Card
Your role: You are in a preparation session. Say, partway through: "I need to tell you something — the reason I'm here is because I've been really struggling. Sometimes I think about not being alive. I have thought about how I would do it. I wouldn't use the gun in my house though — my kids."

If asked about access to means: You have a firearm at home. Your children are your primary protective factor.

If asked about a timeline: No specific date. But it's not just a passing thought.

Respond naturally: If the facilitator handles this calmly and transparently, stay engaged. If they catastrophize or make you feel like you did something wrong by saying it, become defensive.
Risk level: Active ideation with plan, access to means, no specific timeline, protective factor present. Correct facilitator response: ask all three questions, reflect, be transparent about what happens next. Safety steps protocol (L3) is indicated. Does not require 911 in this moment — requires immediate supervisor contact and safety conversation. Facilitator should NOT pretend the session can continue normally.
Debrief  ·  10 min
Debrief Questions
For those who played the participant role: what did the facilitator do that made you feel like you could stay honest? What made you want to retreat?
For those who played the facilitator: what was the hardest moment — was it asking the first question, or receiving the answer?
Scenario B: what did the firearm disclosure require of you, and where did you feel the pull toward under-response or over-response?
What's the difference between calibrated calm and detachment? The participant can feel the difference — what produces the first without producing the second?
Async Assignment — Due Before L3

Write your within-scope risk conversation in your own voice — not the script template, but the actual words you would say. It should sound like a real human being in a real conversation, not a protocol recited from memory. Read it out loud. Adjust until it sounds like you, calm and direct. Submit to portfolio as your L2 artifact.

Bridge to L3

You can recognize the indicators and have the conversation. Lesson 3: Safety Steps, Documentation & Handoff builds what comes next — what you do after the conversation tells you action is required. The safety steps protocol, mandatory reporting, the documentation note, and the warm handoff to clinical resources. The decisions in L3 are often made in real time, under real pressure. Build the protocol before you need it.

Lesson 3 1.5 hrs total  ·  1.0 sync + 0.5 async  ·  CO G.5 · G.6 · D.5 · D.6
L3: Safety Steps, Documentation & Handoff
Warm-up 10 min  ·  Lecture 25 min  ·  Exercise 20 min  ·  Debrief 10 min
Students learn the safety steps protocol in sequence, mandatory reporting obligations in Colorado and Nevada, how to produce a scope-compliant documentation note in real time, and how to execute a warm handoff to a clinical resource. The documentation drill is the exercise — students write a note and compare for scope compliance.
Materials — T2 onlyDocumentation Drill Scenario (this guide)
Materials — T3Safety Steps Protocol Reference  ·  Documentation Template (portfolio artifact)  ·  Reflection prompts
Competency Target
PC4 — Safety & Crisis Response

CO G.5 (safety protocol execution) · CO G.6 (mandatory reporting + documentation) · D.5 (warm handoff) · D.6 (post-incident debrief). By end of L3, students can execute the safety steps in sequence and produce a documentation note that would survive regulatory review.

Warm-Up  ·  10 min
Opening "What's the difference between a safety plan and a safety conversation?" Take 3 responses. Students will say things like: "A safety plan is more formal," "A safety conversation is in the moment," "A safety plan is written down." Correct and extend: a safety plan is a clinical document typically created by a licensed mental health professional with a client — it involves specific coping strategies, warning signs, contacts to call, and reasons for living. Creating a safety plan is outside facilitator scope. A safety conversation is what a facilitator has — it gathers safety information, communicates care, and determines the appropriate next step. Facilitators have safety conversations. Clinicians create safety plans.
This distinction is important enough to establish before the lecture. Some students will arrive thinking they need to create a formal safety plan with participants. Setting this expectation correctly prevents scope creep in the exercise and in practice.
Lecture  ·  25 min  ·  Flowing prose — no bullet-point delivery
The safety steps protocol exists because under real pressure, in a real moment, the brain under stress does not retrieve knowledge reliably — it retrieves sequence. If you know the protocol as a sequence, you can execute it even when you are frightened. If you know it as principles, you may not be able to retrieve it when you need it. The goal of this lesson is to build the sequence so thoroughly that it is automatic.

The safety steps sequence for a facilitator has eight stages, and they are ordered deliberately. The first is the one facilitators most often skip: ground yourself. Five seconds. Breathe. This is not a luxury — it is a clinical requirement. A facilitator who enters the next steps while in their own activated state will project that activation onto the participant and communicate, nonverbally, that what the participant disclosed is terrifying. That message is harmful. Five seconds of self-grounding costs nothing and changes everything that comes after.

Step two: ensure immediate safety. Is the participant safe in this room, right now? Are there any means of harm accessible in the immediate environment? If yes — if the participant has disclosed access to a weapon and you are concerned they are in immediate danger — step two becomes 911. Not supervisor. Not documentation. 911. That is the correct escalation order for active and imminent risk. For everything below imminent — and most disclosures will be below imminent — step two is simply confirming that the person in front of you is physically safe in this moment.

Pause. Ask: "How do you determine whether risk is imminent? What would make you call 911 rather than supervisor?" Take 2 responses. The clinical threshold is: credible threat + means + indication of intent + inadequate protective factors. Not every active ideation disclosure meets this threshold. But if you're uncertain, err toward 911 — you will not be penalized for a good-faith call to emergency services.

Step three: contact your supervisor. This happens now — not at the end of the session, not after you've thought about it. Immediately. Before any decision about whether to continue the session, before writing documentation, before the warm handoff. Supervisor contact is non-negotiable and it is not optional. If you don't have a supervisor — which should not be true during your training period — you contact your program director. You are not making this decision alone, regardless of how clear the answer seems.

Step four: the safety conversation. If immediate 911 is not indicated and you have made supervisor contact, the conversation with the participant continues. You are transparent: "I've heard what you shared. I need to be honest with you about what I'm going to do and why." You do not pretend the session can continue normally — it cannot. You do not break the relationship abruptly — the relationship is what keeps the participant in the room. You are clear, calm, and honest about the process from here.

Step five: initiate the warm handoff. A warm handoff is not giving the participant a card with a phone number. It is making contact with a clinical resource directly — calling the therapist while the participant is still present if possible, introducing them, and transmitting the relevant factual information: what was disclosed, what questions were asked, what was confirmed. The participant is not a package being handed off — they are a person being connected to additional support. The language matters: "I'd like to call Dr. [name] right now, with you, so I can introduce you and make sure they have what they need to help you." If the participant declines, document the decline. Note that you offered and they declined.

Step six: document contemporaneously. The documentation note is written as close to real time as possible — within the session or immediately after. It is one of the highest-stakes documents a facilitator will ever produce. It contains: date and time, the exact words the participant used — in quotation marks — the observable behaviors you noted before and during the disclosure, the questions you asked and what you were told in response, every action you took in sequence with timestamps where possible, every person you contacted and when, and what happened next. What it does not contain: your clinical interpretation, your assessment of why they said what they said, your prediction of future behavior, any language that goes beyond what you observed and were told. The standard for this document is: a regulatory reviewer who knows nothing about the situation should be able to read this note and understand exactly what happened, without anything that would expose the facilitator or program to liability through overreach.

Step seven: mandatory reporting. In Colorado, under the NMTP, facilitators operating within a licensed healing center have an obligation to act when there is a credible, imminent threat of serious harm to self or others. The precise threshold is: credible (the person has the capacity and stated some level of intent) + imminent (not a vague future possibility) + serious (not injury, but death or grave bodily harm). This threshold is deliberately high — most disclosures do not meet it, and calling mandatory reporting for passive ideation without plan would be both a regulatory error and a harm to the participant. If you are uncertain whether the threshold is met, call your supervisor before taking mandatory reporting action. Nevada ATPP has parallel provisions — consult your state-specific regulatory guidance and program policy for state-specific obligations.

Step eight: post-incident debrief and self-care. Before the next session with any participant, you debrief with your supervisor. You do not carry a high-acuity disclosure through the next three sessions without supervision. If the disclosure was a near-miss — a participant who was in genuine danger — you access personal support before returning to work. This is not a sign of weakness. A facilitator who does not process their own response to a high-stakes incident will bring that unprocessed material into their next sessions with other participants. That is harm caused through neglect of self, and it is preventable.

Watch For in This Lecture
  • Students who want a decision tree for mandatory reporting — they want bright lines. The honest answer is that mandatory reporting thresholds require judgment and supervisor consultation. Validate that this is hard and reinforce the supervisor contact step.
  • Questions about what happens if supervisor is unreachable. Have a clear answer: if supervisor is unreachable and situation is urgent, contact program director. If still unreachable and risk is present, err toward emergency services. Document every contact attempt.
  • Students who conflate "warm handoff" with "referral conversation from M04." Clarify: M04 referral language is for non-emergency scope transfer. M05 warm handoff is an active real-time transfer when risk has been disclosed. Different urgency, same relational care.
Safety Steps Protocol Reference · T3 Version in Student Guide
1 · GROUND YOURSELF  5 seconds. Breathe. Your regulated nervous system is the container for what comes next. Non-negotiable.
2 · IMMEDIATE SAFETY  Is the participant safe in this room right now? If credible + imminent + means present → 911 immediately. If not immediately unsafe → proceed to step 3.
3 · SUPERVISOR CONTACT  Now. Not later. Before any decision about continuing the session. You do not make this decision alone.
4 · SAFETY CONVERSATION  Transparent, calm, relational. "Here's what I'm going to do and why." Participant stays informed and connected to the process.
5 · WARM HANDOFF  Direct contact with clinical resource — with the participant present if possible. Introduction + factual information transfer. Document any decline.
6 · DOCUMENT CONTEMPORANEOUSLY  Exact words in quotes · Observable behaviors · Questions asked + answers given · Actions taken in sequence with timestamps · Contacts made. NO clinical interpretation.
7 · MANDATORY REPORTING (if threshold met)  CO: credible + imminent + serious harm. If uncertain → supervisor consult before action. Most disclosures do not meet this threshold.
8 · SELF-CARE + SUPERVISION DEBRIEF  Before next client contact. Not optional. Unprocessed facilitator response becomes harm in the next session.
Tool · T2 Instructor Reference · T3 Student Version is Portfolio Artifact
Post-Incident Documentation Note Template
This template structures the required elements. Every field is required. Language must be observational — no clinical interpretation, no cause attribution, no prognosis. If a field is not applicable, write N/A and note why.
Date / Time / Location
Session number, format (in-person / remote), and exact time disclosure occurred if known
Observable Behaviors Prior to Disclosure
What you observed before the participant said anything — affect, posture, tone, any behavioral indicators noted
Exact Language Used by Participant
Quotation marks required. Do not paraphrase. If paraphrase is unavoidable, note "approximate language" and explain why.
Questions Asked by Facilitator & Participant Responses
Include all three safety questions and their answers. Quote participant responses where possible.
Risk Level Assessment (Facilitator Observation — Not Clinical Diagnosis)
Describe: passive ideation / active ideation / plan present / means present / timeline present. Observable basis for assessment only.
Actions Taken (in sequence with approximate times)
Every action: supervisor contact, 911 if applicable, safety conversation, warm handoff attempt, outcome of each
Contacts Made
Name, role, time of contact, what was communicated, outcome
Participant's Response to Safety Conversation
Observable — how did they respond? Any agreements made? Any declines noted?
Follow-Up Plan & Next Contact Date
What happens next, and when. Note any mandatory reporting action taken and basis for determination.
Exercise  ·  20 min  ·  Documentation Drill
Documentation Drill — Scenario Below
Individual, then compare in pairs. Read the scenario below aloud once. Students complete a documentation note independently using the template structure. Then compare in pairs: does each note contain all required elements? Does any note contain clinical interpretation that should be removed? Does it quote the participant's language? Report out in group debrief what the most common errors were.
Documentation Drill Scenario — Read Aloud to Class

You are 35 minutes into a fourth integration session. Your participant has been discussing a difficult breakup and increasing isolation. Midway through their description, they pause and say: "I've been thinking that it would be easier if I just wasn't here. I don't have a plan or anything — it's more like, I just feel like I'm too much for everyone. Including myself." They make eye contact and then look down. You ask whether they've had thoughts of hurting themselves or ending their life. They say: "Yeah. Kind of. Not like... actively. But yeah." You ask about a plan — they say no. You ask about means — they say no. They say: "I really don't think I'd do anything. I just feel like I'm so much effort for everyone." You contact your supervisor immediately and document. The session ends without resuming. You leave a voicemail for their therapist.

  1. Students write documentation notes individually (10 min)
  2. Compare in pairs — mark any clinical interpretation, missing quotes, missing required fields (5 min)
  3. Group report: what was the most common error? What was hardest to leave out? (5 min)
Debrief  ·  10 min
Debrief Questions
What was hardest to leave out of the documentation note? What wanted to be in there that wasn't supposed to be — and what does that tell you about your relationship to clinical language?
What would you do differently if this participant declined the warm handoff? What does that decision require of you?
This is the module that most directly connects to your legal exposure as a professional. Does knowing that change how you think about the documentation standard?
Async Assignment — Due Before OSCE Window

Personal safety protocol: Write your personal safety protocol for your specific practice setting — one page. It should include: your supervisor contact information and backup if supervisor is unreachable, your clinical referral network (connected to your M04 referral resource list), your 911 decision threshold articulated in your own words, and the documentation template you will use. This is a required portfolio artifact. A facilitator who doesn't have this prepared before their first supervised client contact is not ready for supervised client contact.

Full OSCE Summative performance assessment · Scheduled within M05 window · Assessor copy — not for student distribution
M05 OSCE — Risk Recognition & Response Station
10-minute performance station  ·  4 domains × 25 pts  ·  Cut score: 70 overall / min 15 per domain  ·  One retake permitted

The candidate manages a participant who discloses passive suicidal ideation with significant hopelessness during an integration session. The participant minimizes the disclosure. The candidate must recognize the indicator, ask directly without catastrophizing, gather the three safety questions, respond with calibrated care, and describe their immediate next steps including documentation and supervisor contact. The station ends when the candidate has responded to the disclosure and outlined their safety response — the session does not need to be "completed."

Setting

Integration session, fourth meeting. Candidate is the facilitator. Actor plays participant processing relationship grief. Approximately 25 minutes into the roleplay, the actor delivers the disclosure below.

Participant Disclosure — Deliver at 25 min mark

"I don't know — I've been thinking lately... I mean, I don't actually have a plan or anything. I just... sometimes I think everyone would be better off. Like, my friends are busy with their own stuff and I just feel like I'm taking up space that could be... I don't know. Never mind, it's dumb."

If the candidate does NOT inquire directly within 60 seconds of this disclosure: add: "Sorry, forget I said that. Can we talk about something else?" to pressure the candidate toward either following up or letting it go.

Assessor Cue Card — Respond as follows to candidate actions

If asked directly about suicidal ideation: Confirm yes. "Yeah, I guess I have been. It's not like... I'm not going to do anything. It's just there."

If asked about a plan: "No. Not really. I've thought about it but never gotten that far."

If asked about means: "I mean, I have stuff at home like anyone does. But no specific thing I've thought about."

If asked about timeline: "No. It's more like a background thing."

If candidate catastrophizes or panics: Become more withdrawn. "I shouldn't have said anything."

If candidate responds calmly and directly: Allow slight opening. "I'm glad I told you. I've been afraid to say it out loud."

If candidate minimizes or changes subject: Let it go — do not re-raise. Assessor notes the miss.

Domain Exemplary (22–25) Developing (15–21) Not Yet (<15) Score
1 · Recognition & Acknowledgment
Noticed indicator · Took it seriously · Did not minimize or dismiss
Catches the indicator immediately or within 60 seconds. Acknowledges it with warmth and without alarm. Stays with the participant; does not change subject or rush past. Participant's minimization ("never mind") is not accepted as closing the inquiry. Catches the indicator but response is delayed or slightly awkward. May accept participant minimization initially but returns to it. Acknowledgment is present but less warm or clear. Misses the indicator entirely or changes subject. Accepts "never mind" and moves on. Does not circle back.
2 · Risk Conversation Skills
Asks directly · 3 questions · No minimizing/catastrophizing
Asks directly using clear language. Gathers all three questions (ideation confirmed, plan absent, means absent). Does not flinch, catastrophize, or offer false reassurance. Participant's disclosure is received with calm steadiness. Transparency about next steps offered. Asks directly but misses one of the three questions. Response is mostly calibrated but has one moment of visible discomfort, slight minimization, or vague reassurance. Next steps partially addressed. Asks indirectly or not at all. Misses two or more of the three questions. Obvious catastrophizing or minimizing. No next steps addressed.
3 · Safety Response Calibration
Correct response level · Supervisor contact · Not over/under-escalation
Correctly identifies presentation as passive ideation without plan or means — non-emergency. States clearly: supervisor contact will happen immediately; session will not continue normally today; documentation will be completed; warm handoff to clinical support will be initiated. Does NOT call 911, which would be over-escalation for this presentation. Correctly identifies non-emergency level but is vague about next steps or misses one required element (e.g., supervisor contact mentioned but warm handoff not addressed). Or slightly over-escalates but with clear care for participant. Over-escalates (calls 911 for passive ideation, breaks the conversation to call someone immediately while participant watches) OR under-escalates (treats the session as continuing normally). Neither response is appropriate to this presentation.
4 · Documentation Quality
Spoken documentation note · Factual · Quotes participant · Scope-compliant
Delivers a spoken 3-sentence minimum documentation note that: quotes the participant's exact words ("everyone would be better off"), states what was confirmed (no plan, no means), lists actions to be taken (supervisor contact, warm handoff attempt, note to be written within 1 hr). No clinical interpretation. No speculation about cause. Documentation note contains required elements but paraphrases where quotes were needed, or includes one phrase of clinical interpretation. Minimally scope-compliant but with gaps. Documentation note is absent, contains significant clinical interpretation, does not quote participant language, or is not scope-compliant.
Total Score (max 100)
Cut score: 70 overall · No domain below 15/25  ·  Retake: One retake permitted within the M05 assessment window using the alternate scenario (see below)  ·  Remediation required before retake
Alternate Scenario — Active Ideation Presentation

Setting: Preparation session, second meeting. Participant has been describing significant life stress.

Participant disclosure (deliver at 20 min mark): "I'll be honest with you — I've been in a really dark place. I've actually thought about how I'd do it. I have my grandfather's gun at home. I keep looking at it. But I'm here, so I'm trying."

If asked about plan: "Yeah. I've thought about it, with the gun." If asked about means/access: "Yes, I have it. I haven't put it somewhere harder to get to." If asked about timeline: "No specific date. But it's not nothing."

Correct response for this scenario: This meets the threshold for immediate supervisor contact AND the candidate should address means restriction — asking whether the participant would be willing to store the firearm with someone else before the next session. This is NOT a 911 call per se (participant is not in imminent danger in the room), but active ideation with accessible means requires immediate clinical consultation and documentation. Candidate should not end the session without a warm handoff initiated.

Domain 1: The most common miss is allowing participant minimization ("never mind") to close the inquiry. Any candidate who accepts "never mind" and moves on without returning to the disclosure within the next 2 exchanges should receive a score below 15 on Domain 1.

Domain 3: Watch carefully for over-escalation. A candidate who calls 911 or immediately breaks the conversation to call someone while the participant watches, in response to passive ideation without plan, is demonstrating an over-response error. This is clinically significant — it punishes honesty and misrepresents the appropriate response protocol. Score Domain 3 below 15 for clear over-escalation.

Domain 4: The spoken documentation note is often the first time students realize they've been using clinical language without noticing it. Listen for: "I assessed the participant as at low risk" (clinical assessment, not in scope), "the participant appeared to be experiencing depression" (diagnosis, not in scope), "the disclosure was likely precipitated by the processing work" (cause attribution, not in scope). All of these should reduce the Domain 4 score.

For Candidates Below Cut Score
  • Written domain-specific feedback from assessor delivered within 48 hours of OSCE
  • 30-minute coaching session targeting the domain(s) below 15/25 — focus on the specific error pattern, not general review
  • One retake using the alternate scenario within the M05 assessment window
  • Candidates who do not pass on retake may not begin supervised client contact hours until a remediation plan approved by program director is completed
  • All OSCE attempts must be documented with assessor rubrics retained in the student's program file
Bridge to Module 06

M05 completes the high-acuity clinical competency layer of Phase 2. Module 06 — Boundaries, Countertransference & Self-of-the-Facilitator turns the lens inward: the same clinical discipline required to manage a risk disclosure requires the facilitator to have done their own work on the internal dynamics that activate under pressure — countertransference, dependency, power, attraction. M05 and M06 are the two modules that most directly reveal who a facilitator actually is under pressure. M06 is the preparation to know the answer before it arrives in a session.


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