Client and Team Meeting Agenda Template



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|Client & Team Meeting for Client Name |Date: Time |

| |Length of Meeting |

| |Location |

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|Meeting called by: | |Type of Meeting: | |

|Facilitator: | |Note taker: | |

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|Attendees: (Roles) |Names |

|Case Worker | |

|Therapist | |

|Prescribing Physician | |

|Parent(s) | |

|Client | |

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|Agenda |

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|Topics |Person to Speak |Length of Time |

|Medication Issues/Plans | | |

|Therapeutic Issues/Plans | | |

|Case Management Issues/Plans | | |

|Communication Issues/Plans | | |

|Future Plans for Client | | |

|Parental Issues/Concerns | | |

|Client Issues/Concerns | | |

|Questions/Feedback | | |

|Open Discussion | | |

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|Agenda |

|Medication Issues/Plans |Speaker |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Therapeutic Issues/Plans |Speaker |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Case Management Issues/Plans |Speaker |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Communication Issues/Plans |Speaker |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Future Plans for Client |Speaker |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Parental Issues/Concerns |Parents Names |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Client Issues/Concerns |Client Name |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Questions/Feedback |All |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Open Discussion |All |Length of Time |

| |Discussion: |

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| |Conclusions: |

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| |Action items: |Person responsible: |Deadline: |

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|Additional Information |

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|Observers: | |

|Resource persons: | |

|Special notes: | |

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