Author: Tiffany Stockton
Reviewed By: Catherine Braxton

Care plan meetings may be required in assisted living facilities based on facility policies. Their utilization occurs at the discretion of the staff or by family request. While not often required, these meetings play an essential role in providing quality care to assisted living residents.

What transpires at a care plan meeting?

Facilities perform initial care assessments at admission and conduct quarterly reviews. Residents or family members can request earlier assessments, and staff may suggest one if they observe significant changes in a resident’s condition. Meetings involve the resident, their family or representatives, and staff, including health care professionals. These sessions review the resident’s current health needs and preferences, allowing staff to update the care plan as needed. This collaborative method ensures care remains appropriate and personalized. 

Framework for care plan meetings in assisted living

State or regional health departments and licensing bodies often outline requirements for care plan meetings and state the frequency and structure of care plan meetings. Assessments made before and during the meetings form the basis for developing and updating care plans. Regulations sometimes specify the involvement of health care professionals, such as registered nurses or physicians, in the assessment and planning process.

Facilities document these meetings and maintain records to demonstrate compliance with regulatory standards. This regulatory framework encourages assisted living facilities to uphold the highest standards of care. Regular updates and training for staff members regarding any changes in regulations also ensure ongoing compliance, and invitations to residents and their families to participate in these discussions actively provide valuable input.

Strategies for resident and family involvement in care planning

Active participation of residents and their families in care planning builds trust and tailors care to each resident’s unique needs. Ideally, residents should join these meetings to voice concerns and pose questions. Key service representatives, including wellness, dietary, clinic and therapy, are crucial attendees. Families appreciate updates on their loved ones’ well-being, engagement and social activities, enhancing their meeting involvement and satisfaction. 

Meetings typically last 15 minutes, adjustable based on discussion needs and issue severity, with options for extension upon request. To accommodate family members, including those with daytime commitments, meetings can be in-person or via conference call. These discussions aim to review and adjust care plans as needed, incorporating feedback from surveys or other feedback tools. This method promotes information exchange and sets clear expectations.