Forms for Clinicians
Access forms that support assessment, care planning, communication, and behavioral health care for adults with IDD.

Antecedent-Behavior-Consequence (ABC) Chart
This form helps identify factors that can trigger or reinforce acute behavioral incidents. This information provides a basis for developing a plan to help the person with IDD and distressing behaviors. A completed example is included.

Crisis Debrief Conversation (Surrey Place)
A debrief meeting between a clinician and a patient with IDD who has been discharged from the hospital or emergency department following an episode of emotional distress or behavioral crisis is an important aspect of continuity of care. The steps in this document guide the crisis debrief conversation with a patient and caregiver and highlight aspects that are specifically important for patients with IDD.

Crisis Prevention and Management Plan
This form addresses serious behavior concerns and helps prevent or prepare
for a crisis. It describes how to recognize a pattern of escalating behaviors. It identifies responses that are usually effective for the person to prevent (if possible) a behavioral crisis, or to manage it when it occurs. The Crisis Prevention and Management Plan is best developed by an interdisciplinary team.

Health Care Transfer Plan (Surrey Place)
While this form is for the clinician, it may be helpful for families and support persons to read through. Pediatric clinicians and family physicians can use this form to proactively plan a transfer from child to adult care with their patients with IDD and their families.

HELP with Emotional and Behavioral Concerns
This form can help primary care clinicians to understand contributing factors when adults with IDD present with emotional distress or behavioral concerns. It provides a systematic exploration of four areas that might underlie or contribute to emotional distress and behaviors of concern, including aggression or self-injury: Health, Environment, Lived Experiences, and Psychiatric Disorders (HELP). While this form is for the clinician, it may be helpful for families/support persons to read through.

SHARE Transition Checklist (Surrey Place)
This form helps families and youth (age 14-25) talk about skills and supports for successful transition into adult life. SHARE includes: Supports for communication and capability; Health care transition; Activities and engagement; Relationships and wellbeing; Exploring services and supports. Note: This document contains Canadian resources.