Psychology Meeting Minutes Template
Created by
Rebecca Thompson
Specialty
Psychologist
Last edited
10/20/2026
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0 times
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About this template
This template is for recording and organizing meeting minutes for psychologists and mental health professionals. It covers meeting logistics, attendees, agenda items, discussion points, decisions, action items, and details for the next meeting.
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Meeting Minutes
Date: 24/10/2023
Time: 13:00 AEST
Location: Conference Room B / Telehealth (MS Teams)
Attendees:
- Dr. Sarah Jenkins (Senior Clinical Psychologist)
- Liam O'Connor (Provisional Psychologist)
- Dr. Priya Patel (Consultant Psychiatrist)
- Chloe Vance (Mental Health Social Worker)
Agenda:
- MDT Complex Case Review: Pt Marcus Vance (DOB: 14/05/1988, MRN: 492-817-33)
- Waitlist management for Adult CBT Group
- Review of updated clinic suicide risk assessment protocol
Discussion Points:
- Case Review (M. Vance): 35yo M w/ treatment-resistant MDD and GAD. Currently on escitalopram (Lexapro®) 20 mg PO daily. Completed 8/10 Medicare Better Access sessions (CBT/ACT focus). K10 score remains high at 34; PHQ-9 is 18. Pt reports persistent anhedonia and early morning wakening, though passive SI has resolved with safety planning.
- Group Waitlist: Current waitlist for the Q4 Anxiety CBT group is at 18 pts. Capacity is 10. Discussed viability of running a concurrent evening group.
- Risk Protocol: Reviewed updated safety planning template. Emphasised mandatory documentation of lethal means restriction for all high-risk outpatients.
Decisions Made:
- M. Vance: Transition psychological intervention to Schema Therapy to address underlying core beliefs. Dr. Patel to review pharmacotherapy this week (considering augmentation or switch to venlafaxine). GP to be notified for MHTP re-referral post-session 10.
- Group Waitlist: Approved launch of a second CBT group on Wednesdays (17:30–19:00) co-facilitated by L. O'Connor and C. Vance.
- Risk Protocol: New safety plan template adopted effective immediately across all EMR intakes.
Action Items:
- Dr. Jenkins to send MHTP review letter to M. Vance's GP by 27/10/2023.
- Dr. Patel to book urgent med review for M. Vance prior to 31/10/2023.
- L. O'Connor to screen top 8 waitlisted pts for the new Wednesday evening CBT group by 01/11/2023.
- C. Vance to upload the revised suicide risk template to the shared clinical drive today.
Next Meeting
- Date: 07/11/2023
- Time: 13:00 AEDT
- Location: Conference Room B / Telehealth (MS Teams)
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.