The Mental Health and Well-Being Module
Crisis-relevant providers, employee-assistance and insurance coverage, and faith-community contacts — with a Family Guide of crisis lines and trusted people.
Text file — the flexible one. Use it as-is, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.
Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.
One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.
Secure Guide Starter Template
Store this inside your Vault. Record the date of the last review at the top. Full provider records are maintained in the Health and Medical section; list here only providers relevant to crisis planning or ongoing care not captured there.
| Name | Role | Phone | Notes |
|---|---|---|---|
| Employer / Plan | EAP Provider | Phone | Sessions Covered |
|---|---|---|---|
| Carrier | Mental Health Line | In-Network Notes |
|---|---|---|
Spiritual preferences in a crisis or medical situation, who should be contacted, any relevant wishes.
See the Funeral Wishes Module for end-of-life spiritual and religious preferences.
Family Guide Starter Template
For family members. This template contains no sensitive credentials.
988 Suicide and Crisis Lifeline: call or text 988. Crisis Text Line: text HOME to 741741.
| Name | Relationship | Phone |
|---|---|---|
Any preferences or guidance you want your family to have — how you'd like to be supported, who to call first, what helps.