Case Conference Report
Created by
Andrew Kelly
Specialty
General Practitioner
Last edited
10/20/2026
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About this template
A reusable report structure for documenting multidisciplinary case conferences, including patient details, conference logistics, attendees, discussed issues, care planning, follow-up, and explicitly stated MBS billing information.
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Patient Information
- Margaret Vance
- 14/05/1942
- MRN: 482-910-33
Conference Details
- Date of Conference: 24/10/2023
- Time of Conference: 14:15
- Location: Telehealth / Bayside Family Practice
Attendees
- Dr Thomas Reid, General Practitioner
- Sarah Jenkins, Aged Care Nurse Practitioner
- David Chen, Accredited Practising Pharmacist
- Emma Watson, Occupational Therapist
Issues Discussed
-
Recurrent mechanical falls and orthostatic hypotension
- Discussed by: Dr Thomas Reid, General Practitioner and Emma Watson, Occupational Therapist
- Summary of Discussion: Pt had 2 falls at home in past month. Sitting BP 135/80 mmHg, standing BP 110/65 mmHg. OT home assessment identified trip hazards (loose rugs) and lack of grab rails in bathroom.
-
Polypharmacy and medication review
- Discussed by: David Chen, Accredited Practising Pharmacist
- Summary of Discussion: Current regimen includes perindopril (Coversyl®) 5 mg PO daily, amlodipine (Norvasc®) 5 mg PO daily, and temazepam (Temaze®) 10 mg PO nocte. Agreed that antihypertensives and nocturnal benzodiazepine are contributing to falls risk.
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Declining mobility and ADLs
- Discussed by: Sarah Jenkins, Aged Care Nurse Practitioner
- Summary of Discussion: Increasing difficulty with showering and meal preparation. Requires Level 3 Home Care Package (HCP) upgrade to support safe ageing in place.
MBS Billing
- MBS Item 735
- 25 minutes duration; multidisciplinary case conference organised and coordinated by GP to align falls prevention strategy and medication rationalisation.
Care Plan
- Cease amlodipine (Norvasc®) 5 mg PO daily immediately; continue perindopril (Coversyl®) 5 mg PO daily and monitor BP.
- Wean temazepam (Temaze®) to 5 mg PO nocte for 2 weeks, then cease.
- OT to arrange installation of bathroom grab rails, shower chair, and removal of loose rugs.
- NP to submit ACAT reassessment request for Level 3 HCP upgrade.
Follow-Up
- GP review in 2 weeks for repeat postural BP check and sleep review.
- Next Conference Date: 23/01/2024
Additional Notes
- Daughter (Next of Kin: Claire Vance) updated via phone post-conference and agrees with the proposed multidisciplinary care plan.
How to use this template
This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.