Templates / Form
Care Plan Review Meeting Template
A meeting template for reviewing goals, services, risks, preferences, and follow-up actions.
Template summary
Before you download
- For
- Care managers, coordinators, team leaders, and providers completing routine care plan reviews.
- Use when
- Use during scheduled reviews, after a change in needs, or when services are being adjusted.
Who it is for
Care managers, coordinators, team leaders, and providers completing routine care plan reviews.
When to use it
Use during scheduled reviews, after a change in needs, or when services are being adjusted.
What this template helps with
A clearer record trail for everyday follow-up
Clear worker notes
Consistent records
Easier follow-up
Example content
Preview the structure before opening the file
Review details:
- Client name:
- My Aged Care ID:
- Review date:
- People present:
- Review reason:
- Current services:
- Current goals or support plan reference:
- Interpreter or communication support used:
Person-centred review prompts:
- Client goals and preferences:
- What is working well:
- What the client wants to change:
- Cultural, language, identity, or communication considerations:
- Feedback from client or representative:
- Informal supports and carer input:
Needs, risks, and service fit:
- Changes in health, function, cognition, mood, or daily living:
- Risks or safety concerns:
- Incidents, hazards, complaints, or missed services since last review:
- Equipment, home environment, or access changes:
- Service schedule still appropriate:
- Budget or service utilisation concern:
Actions:
- Care plan changes required:
- Service schedule changes:
- Referral, reassessment, or clinical escalation considered:
- Participant or representative agreement recorded:
- Responsible person:
- Due date:
- Next review date:
Review notes
This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.