Healthcare Team Meeting Record
Created by
Paul Hughes
Specialty
General Practitioner
Last edited
10/20/2026
Uses
0 times
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About this template
A reusable structure for documenting healthcare team meetings. It records meeting logistics, participants, agenda items, discussion points, decisions, assigned actions, and details for the next meeting.
Preview template
Date: 14/05/2026
Time: 13:00
Location: Conference Room B, Oakwood Medical Centre
Attendees
- Dr Sarah Jenkins (GP)
- Marcus Vance (Community Matron)
- Chloe Patel (Clinical Pharmacist)
- David Thorne (Social Worker)
Agenda Items
- Complex case review: Arthur Pendelton (DOB: 12/08/1942, NHS: 485 920 1834) – recurrent falls and polypharmacy
- Review of recent hospital discharges
- AOB
Discussion Points
- Mr Pendelton had 2 mechanical falls at home last wk. Hx of postural hypotension, T2DM, and osteoarthritis.
- Recent Home BP readings show sitting BP 135/80 mmHg, standing BP 105/65 mmHg with associated dizziness.
- Currently prescribed amlodipine 10 mg PO OD, gliclazide 80 mg PO BD, and amitriptyline 25 mg PO ON. eGFR stable at 52 mL/min/1.73m². HbA1c 48 mmol/mol.
- Lives alone in a two-storey house; struggling with stairs and ADLs. Declined residential care previously but open to home adaptations.
Decisions Made
- Reduce amlodipine to 5 mg PO OD and stop amitriptyline to minimise falls risk.
- Refer to Community Falls Service for strength and balance assessment.
- Request urgent OT home hazard assessment and increase care package to BD visits.
Action Items
- Update electronic prescription, arrange dosette box, and counsel pt on med changes – Chloe Patel (by 15/05/2026)
- Complete referral to Community Falls Clinic and arrange repeat U&Es and lying/standing BP in 2 wks – Marcus Vance (by 16/05/2026)
- Coordinate urgent OT assessment and social care package uplift – David Thorne (by 18/05/2026)
- Update GP clinical record and care plan – Dr Sarah Jenkins (by 14/05/2026)
Next Meeting
- Date: 28/05/2026
- Time: 13:00
- Location: Conference Room B, Oakwood Medical Centre
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.