Interdisciplinary Team Conference Note (IRF)
A concise psychology contribution template for weekly IRF interdisciplinary team conferences. Structured around CMS-required elements: barriers and facilitators to rehabilitation progress, team-implementable behavioral r…
Document Type
clinical note / Progress Note
Specialties
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Patient: [Name, MRN]
Date of Conference: [date]
IRF Day/Week: [hospital day and week number]
Conference Modality: [in-person / video / hybrid]
Participants: [disciplines present; note if psychology input submitted asynchronously]
Psychology Focus and Interval Update
[Brief framing of psychology's role and what the team needs this week] (One to two sentences.)
- [Key observation since last conference] (Attribute source if not directly observed: patient report, staff report, or chart review.)
- [Additional pertinent observation as relevant]
(If no significant changes, state: "No significant changes since last conference." If not assessed, state: "Not assessed by psychology this week.")
Barriers and Facilitators
Barriers: (Prioritize safety/behavioral concerns first. For each, briefly note the behavior, functional impact, and what has been tried.)
- [Barrier with impact and attempts] (Attribute source.)
- [Additional barrier as relevant]
(If none identified, state: "No barriers identified by psychology this week.")
Facilitators:
- [Protective factor and how team can leverage it] (Attribute source.)
- [Additional facilitator as relevant]
(If none identified, state: "No facilitators identified by psychology this week.")
Recommendations
(Provide team-implementable strategies using if/then and do/don't phrasing. Group by audience when helpful: staff, patient, family/caregivers. If continuing prior plan unchanged, state: "Continue prior recommendations; no changes this week.")
- [Actionable recommendation with target audience]
- [Additional recommendation as relevant]
- [Consult recommendation with brief rationale] (Include only when clinically indicated.)
Discharge Psychosocial Risk
(Document risks that could cause discharge failure, readmission, or unsafe transition. Pair each risk with planned mitigation.)
- [Risk, expected impact, and mitigation plan with responsible party]
- [Additional risk as relevant]
(If no new risks identified, state: "No new psychosocial risks identified by psychology this week.")
Action Items
| Task | Owner | Due | Status |
|---|---|---|---|
| [Task description] | [Discipline/Name] | [Date or timeframe] | [Not started / In progress / Completed] |
(If no new action items, state: "No new action items this week.")
(Documentation standards: Distinguish direct observation from patient/team reports. Use explicit placeholders when content not assessed or discussed. Avoid psychotherapy process content or speculative hypotheses. Do not document "denies SI/HI" unless actually assessed.)
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