Behavioral Health Session Review Checklist
A quality review of a behavioral health session: whether the session matched the treatment plan, risk was screened, crisis protocol was followed where needed, documentation was timely, and referrals were made.
Who uses it and how often
- Used by
- Clinical supervisors and quality staff in behavioral health programs.
- Frequency
- Per clinician on a recurring supervision interval.
The checklist (13 questions)
Quality and safety review of a behavioral health session and documentation.
- 01
Client name
Short textRequired - 02
Session date
DateRequired - 03
Session type
Options: Individual · Group · Family · Crisis · Telehealth
Multiple choiceRequired - 04
Session length (minutes)
NumberRequired - 05
Consent and treatment agreement current on file?
Yes / No / N/ARequired - 06
Session aligned with the active treatment plan?
Yes / No / N/ARequired - 07
Risk screening (self-harm / harm to others) completed?
Yes / No / N/ARequired - 08
Safety plan reviewed or updated where indicated?
Yes / No / N/ARequired - 09
Private setting maintained and confidentiality protected?
Yes / No / N/ARequired - 10
Progress note completed within policy timeframe?
Yes / No / N/ARequired - 11
Referrals or coordination needed
Options: Psychiatry · Primary care · Case management · Substance use services · Housing · None
Multiple choice (choose several)Optional - 12
Reviewer notes and follow-up
Long textOptional - 13
Reviewer signature
SignatureRequired
How to run this inspection
- 01
Record the client identifier, session date, and clinician.
- 02
Check treatment plan alignment and risk screening completion.
- 03
Confirm crisis protocol steps where risk was identified.
- 04
Review documentation timeliness and any referrals made.
Run it on a phone instead of paper
Open this checklist in FormFlow QA to schedule it against your sites, assign it to your team, attach photos and signatures, and keep every submission encrypted and searchable. There is a free plan during beta.