A calmer starting point.
One step at a time.

Use this free checklist to organize a family discussion or prepare for a professional consultation. It is a planning aid, not a safety assessment or a substitute for clinical care.

Identify your concernsWrite down a few specific changes you have personally observed. Avoid diagnosing or assigning motives.

Record what has already been triedList previous conversations, evaluations, treatment, and what seemed to help or make communication harder.

Choose an appropriate support teamInclude people who can participate calmly and safely. Consider the individual’s relationships and privacy.

Clarify immediate safety needsIf there is immediate danger or a medical emergency, seek emergency assistance rather than waiting for a planned meeting.

Prepare your questions for professionalsAsk about clinical assessment, treatment options, admission requirements, credentials, insurance, and scope of services.

Discuss realistic family commitmentsIdentify what each person can offer consistently. Review significant financial or housing changes with appropriate professionals.

Plan practical next stepsConfirm contacts, timing, transportation, and backup options with the receiving program and qualified providers.

Make a support plan for the familyChoose a point of contact and identify counseling, family education, or peer support for relatives.

Your selections stay in this page only and are not submitted or stored.

For therapists & family-support organizations

Share this resource with families.

You are welcome to link to this free checklist in a resource directory, referral guide, or patient education page. No account or purchase is required on the public website.

Suggested link text: Family mental health intervention preparation checklist

https://mentalhealthintervention.com/family-intervention-checklist/

A calmer starting point.One step at a time.

Share this resource with families.

A calmer starting point.
One step at a time.