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

Rehabilitation Psychology
Created by Augustun

Template Preview

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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