Client and Team Meeting Agenda Template
| |
|Client & Team Meeting for Client Name |Date: Time |
| |Length of Meeting |
| |Location |
| |
| |
|Meeting called by: | |Type of Meeting: | |
|Facilitator: | |Note taker: | |
| |
| |
|Attendees: (Roles) |Names |
|Case Worker | |
|Therapist | |
|Prescribing Physician | |
|Parent(s) | |
|Client | |
| | |
| | |
| |
|Agenda |
| |
|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 | | |
| |
|Agenda |
|Medication Issues/Plans |Speaker |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Therapeutic Issues/Plans |Speaker |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Case Management Issues/Plans |Speaker |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Communication Issues/Plans |Speaker |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Future Plans for Client |Speaker |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Parental Issues/Concerns |Parents Names |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Client Issues/Concerns |Client Name |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Questions/Feedback |All |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Open Discussion |All |Length of Time |
| |Discussion: |
| | |
| | |
| |Conclusions: |
| | |
| |Action items: |Person responsible: |Deadline: |
| | | | |
| | | | |
|Additional Information |
| |
|Observers: | |
|Resource persons: | |
|Special notes: | |
| |
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