Who attends an IDT care plan meeting?

In US nursing homes, federal rules call for the attending physician, a registered nurse responsible for the resident, a nurse aide, food and nutrition staff and, as far as practicable, the resident and their representative. Therapy, activities and social services often join.

How often are care conferences held?

After admission and then after each assessment, which in US nursing homes is at least quarterly, and whenever the resident's condition changes significantly.

What should families ask at a care plan meeting?

How is my relative doing compared with last time? What are the goals? What changes are planned? Who do I call with concerns? Are advance directives up to date?

AgendaSenior careStrategy & planning

Care conference and IDT meeting

30 minutes 9 blockspro Runs with Pro

A 30-minute care plan meeting where the family adds questions from their phone first, each discipline reports and goals are set in the resident's words.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

30 min · 9 blocks, drawn to scale Fits exactly

Welcome, introductions and purpose, 2 minutes
Questions from the resident and family, 4 minutes
Nursing: health, medications, falls and skin, 4 minutes
Therapy and activities: mobility, function and engagement, 3 minutes
Dietary: nutrition, appetite and swallowing, 3 minutes
Social services: mood, advance directives and discharge plans, 3 minutes
Answer the family's questions, 5 minutes
Goals and care plan changes, in the resident's words, 4 minutes
Recap, who to call and the next conference date, 2 minutes

+0′Welcome, introductions and purposeTip: Introduce everyone by role. Speak to the resident first, not about them.2 minInfo
+2′Questions from the resident and familyWhat questions or concerns do you want covered today?Tip: Families can add questions from their phone before the meeting or in the first minutes, including relatives joining remotely. The team answers them after the reports.4 minBrainstorm
+6′Nursing: health, medications, falls and skin4 minInfo
+10′Therapy and activities: mobility, function and engagement3 minInfo
+13′Dietary: nutrition, appetite and swallowing3 minInfo
+16′Social services: mood, advance directives and discharge plans3 minInfo
+19′Answer the family's questions5 minDiscuss
+24′Goals and care plan changes, in the resident's wordsTip: Write goals as the resident would say them: "I want to walk to the dining room on my own."4 minDecide
+28′Recap, who to call and the next conference date2 minWrap-up

In short

An IDT meeting, or care conference, is where a resident's interdisciplinary team meets with the resident and family to review and update the care plan. This 30-minute agenda collects the family's questions first, has each discipline report briefly, answers every question and sets goals in the resident's own words.

Time: 30 minutes
People: Resident, family and care team
Blocks: 9
Plan: Pro

Updated October 4, 2026

What's inside

By the end of this meeting, the resident and family have their questions answered and agree the care plan goals with the interdisciplinary team. The full agenda is drawn to scale above: every block has its own timer when you run it live.

How to run it

1Invite the resident and their representative, and send the join link so relatives can add questions or join from a distance.
2Collect the family's questions first, so each discipline can answer them in its report.
3Keep each report to three or four minutes and in plain language.
4Agree goals in the resident's own words and send the summary to the family afterwards.

Questions people ask

Who attends an IDT care plan meeting?: In US nursing homes, federal rules call for the attending physician, a registered nurse responsible for the resident, a nurse aide, food and nutrition staff and, as far as practicable, the resident and their representative. Therapy, activities and social services often join.
How often are care conferences held?: After admission and then after each assessment, which in US nursing homes is at least quarterly, and whenever the resident's condition changes significantly.
What should families ask at a care plan meeting?: How is my relative doing compared with last time? What are the goals? What changes are planned? Who do I call with concerns? Are advance directives up to date?

All agendas

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AgendaSenior careStrategy & planning

Care conference and IDT meeting

30 minutes 9 blockspro Runs with Pro

A 30-minute care plan meeting where the family adds questions from their phone first, each discipline reports and goals are set in the resident's words.

Use this template See inside

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

30 min · 9 blocks, drawn to scale Fits exactly

Welcome, introductions and purpose, 2 minutes
Questions from the resident and family, 4 minutes
Nursing: health, medications, falls and skin, 4 minutes
Therapy and activities: mobility, function and engagement, 3 minutes
Dietary: nutrition, appetite and swallowing, 3 minutes
Social services: mood, advance directives and discharge plans, 3 minutes
Answer the family's questions, 5 minutes
Goals and care plan changes, in the resident's words, 4 minutes
Recap, who to call and the next conference date, 2 minutes

+0′Welcome, introductions and purposeTip: Introduce everyone by role. Speak to the resident first, not about them.2 minInfo
+2′Questions from the resident and familyWhat questions or concerns do you want covered today?Tip: Families can add questions from their phone before the meeting or in the first minutes, including relatives joining remotely. The team answers them after the reports.4 minBrainstorm
+6′Nursing: health, medications, falls and skin4 minInfo
+10′Therapy and activities: mobility, function and engagement3 minInfo
+13′Dietary: nutrition, appetite and swallowing3 minInfo
+16′Social services: mood, advance directives and discharge plans3 minInfo
+19′Answer the family's questions5 minDiscuss
+24′Goals and care plan changes, in the resident's wordsTip: Write goals as the resident would say them: "I want to walk to the dining room on my own."4 minDecide
+28′Recap, who to call and the next conference date2 minWrap-up

In short

Time: 30 minutes
People: Resident, family and care team
Blocks: 9
Plan: Pro

Updated October 4, 2026

What's inside

How to run it

1Invite the resident and their representative, and send the join link so relatives can add questions or join from a distance.
2Collect the family's questions first, so each discipline can answer them in its report.
3Keep each report to three or four minutes and in plain language.
4Agree goals in the resident's own words and send the summary to the family afterwards.

Questions people ask

Who attends an IDT care plan meeting?: In US nursing homes, federal rules call for the attending physician, a registered nurse responsible for the resident, a nurse aide, food and nutrition staff and, as far as practicable, the resident and their representative. Therapy, activities and social services often join.
How often are care conferences held?: After admission and then after each assessment, which in US nursing homes is at least quarterly, and whenever the resident's condition changes significantly.
What should families ask at a care plan meeting?: How is my relative doing compared with last time? What are the goals? What changes are planned? Who do I call with concerns? Are advance directives up to date?

All agendas

Open it, make it yours, run it live.

Change anything in the editor. When you're ready, press Present: everyone joins with a scan and answers on their phone.

Free forever
Pro free for 14 days
No card needed
Guests never need an account

Use this template More agendas

Care conference and IDT meeting

What's inside

How to run it

Questions people ask

Games afternoon

Open it, make it yours, run it live.

Care conference and IDT meeting

What's inside

How to run it

Questions people ask

Games afternoon

Open it, make it yours, run it live.

Care conference and IDT meeting

What's inside

How to run it

Questions people ask

Goes well with

Games afternoon

Open it, make it yours, run it live.

Care conference and IDT meeting

What's inside

How to run it

Questions people ask

Goes well with

Games afternoon

Open it, make it yours, run it live.