Checklist for Parent Meetings

Free one-page parent or caregiver meeting checklist for therapists. Use this quick reference to prepare for a meeting about a client’s care and keep important topics in view.

Checklist topics

• Release of information and client consent, as applicable
• Contact with other relevant support providers
• Meeting agenda, treatment goals, and current concerns
• Questions to discuss and follow-up planning

Digital download. Use your professional judgment and applicable consent requirements when planning parent or caregiver involvement.

Use and sharing

This download is for one individual clinician. You may print and give copies to parents or caregivers you personally serve in your own clinical practice. Each clinician using the resource should download their own copy. Do not sell it or post the downloadable file to a shared drive or public site.