Planning for Safe In-Person Appointments

This article provides tips and practical safety suggestions for therapists while conducting in-person appointments.

Benefits of In-Person Therapy Sessions

With proper planning, therapists can enhance the safety of in-person appointments. There are also some advantages, such as being able to control the environment and conduct more thorough risk assessments.

Controlling the Environment

  • You control the entire therapeutic environment: Lighting, seating arrangement, room temperature, noise levels.
  • Physical presence enhances de-escalation: Body language, tone, and therapeutic presence can be more impactful.
  • Clients can feel more at-ease: Many clients actually feel safer in a controlled, professional environment.
  • You have access to immediate crisis resources: Ability to call 911, contact emergency contacts, or involve security without technology barriers.

More Comprehensive Risk Assessments

  • You can observe the full picture: Gait, hygiene, physical presentation, medication compliance indicators.
  • You can check for real-time behavioral cues: Fidgeting, agitation, or escalation patterns are more visible.
  • You have access to immediate safety interventions: Physically guide clients to safer spaces or positions.

Practical Safety Protocols

There are practical ways therapists can make in-person appointments safer, especially for higher-risk sessions or when a patient is showing signs of crisis.

Safety Protocols Before Each Session

  • Quick environmental scan: Take 30 seconds to ensure clear pathways to exits and remove any potential objects of concern.
  • Set your phone to emergency speed dial: Have 911 and building security on quick access.
  • Remove or secure potential weapons (letter openers, heavy objects, sharp items).
  • Inform someone of your schedule: Let a colleague or supervisor know your high-risk appointment times. 

During Sessions with Elevated Risk

  • The "therapeutic triangle": Position yourself between the client and the door, but not cornering them.
  • Use grounding techniques actively.
  • Avoid arguing, challenging delusions directly, or making promises you can't keep.
  • Here are some verbal de-escalation phrases:
    • "I can see you're really struggling right now."
    • "Let's slow this down together."
    • "Your safety and mine are both important to me."

Crisis Escalation Protocol

  1. Stay calm and use a low, steady voice.
  2. Create physical space while maintaining therapeutic connection.
  3. Offer choices: "Would you like to sit down or would standing feel better right now?"
  4. Use their name frequently—it's grounding and personalizing.
  5. If escalation continues: "I'm going to call for some additional support to help us both feel safer."
  6. You can consult with Rula’s Patient Safety Clinical Risk team for patient safety concerns or managing clinical risk.
    • Remember, higher acuity clients are where you can potentially make the biggest difference.

Confidence-Building Strategies

Therapists can participate in professional development opportunities and try out practice scenarios to help build confidence for safer in-person sessions.

Professional Development

  • Participate in crisis intervention training.
  • Learn and use standardized risk assessment tools to improve prediction of violent behavior in clinical settings.
  • Consider de-escalation technique workshops.
  • Connect with other providers doing in-person work for peer consultation.

Practice Scenarios

  • Role-play de-escalation with colleagues.
  • Use informed consent to set safety expectations.
  • Walk through your crisis protocol with your office space in mind.
  • Identify your local emergency resources and know mental health crisis response teams and procedures.
    • Practice emergency procedures regularly (similar to fire drills).

Key takeaways

Your clinical skills translate directly to in-person work. With proper preparation, environmental setup, and crisis protocols, in-person sessions often provide both you and your clients with enhanced safety and effective treatment outcomes.

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