SNF care conference questions template for families

Published: June 2026

When a parent is in a skilled nursing facility, Medicare requires the facility to hold care plan meetings at 14 days, 30 days, and quarterly — this is a federal right, and Medicare.gov is the authoritative source on resident rights in skilled nursing facilities. These meetings — sometimes called care conferences or care plan conferences — are meant to bring the family and the facility's interdisciplinary team together to review progress, update the care plan, and plan for what comes next.

In practice, many families arrive at their first SNF care conference without a clear sense of what it is, what they can ask, or how to make the time count. Meetings run 20 to 30 minutes with a room full of clinicians who do this every week. Families who come prepared get more out of them.

This template gives you a starting set of questions for each care conference — at 14 days, 30 days, and beyond — organized by the areas that matter most.

It is educational and is not medical or legal advice. Your questions should be adapted to your parent's specific situation and your own priorities.

Related resources:

On this page:

  • What happens at a SNF care conference
  • Questions for the 14-day care conference
  • Questions for the 30-day care conference
  • Questions for quarterly and ongoing care conferences
  • Questions to ask any time: medication changes and quality concerns
  • Tips for making the meeting count

Jump to template: Care conference questions template


What happens at a SNF care conference

The care conference is a structured meeting — usually 20 to 30 minutes — between the facility's interdisciplinary team and the resident's family or representative.

Who is usually in the room: The social worker (often facilitating), the director of nursing or charge nurse, the physical therapist, the occupational therapist, and sometimes the dietitian and/or activities director. The attending or covering physician may not be present — if you have questions specifically for the physician, ask to have them addressed before or after the meeting.

What the facility presents: Each clinician gives a brief update on their domain — PT reports on therapy progress and goals, nursing reports on clinical status and medication changes, social work reports on discharge planning status.

What the family's role is: You are invited to ask questions, share observations from your own visits, flag concerns, and participate in the goals conversation. This is not a performance review — it's a working meeting. Your observations and priorities matter.

What comes out of it: An updated care plan that reflects the current goals and approaches. Ask for a copy.


Care conference questions template (copy and adapt)

Print this or bring it on a phone or tablet. Check off questions as they're answered, and note what you were told for each.

SNF CARE CONFERENCE QUESTIONS – FOR FAMILIES

Parent name: _____________________________
Facility name: ___________________________
Meeting date: ____________________________
Who attended from the facility: __________________________________________

SECTION 1 – 14-DAY CARE CONFERENCE QUESTIONS
(Also use as baseline for later meetings)

Therapy and progress:
- [ ] What are the specific therapy goals right now — what does "ready to
      go home" look like from PT and OT's perspective?
      Notes: _____________________________________________________________

- [ ] How many hours per day of PT and OT is my parent receiving, and how
      does that compare to the initial plan?
      Notes: _____________________________________________________________

- [ ] Are there any barriers to therapy — pain, fatigue, scheduling — that
      are limiting progress?
      Notes: _____________________________________________________________

- [ ] Is my parent participating fully in therapy? If not, what's getting
      in the way?
      Notes: _____________________________________________________________

Clinical status:
- [ ] What has changed clinically since admission — any new diagnoses,
      medication changes, or complications?
      Notes: _____________________________________________________________

- [ ] Are there any active concerns about wound healing, infection, or other
      clinical issues the family should know about?
      Notes: _____________________________________________________________

- [ ] Is there anything the family is doing during visits that is helpful
      or that we should adjust?
      Notes: _____________________________________________________________

Discharge planning:
- [ ] What is the current estimated discharge timeline?
      Notes: _____________________________________________________________

- [ ] What functional milestones need to be met before discharge is safe?
      Notes: _____________________________________________________________

- [ ] What home setup — equipment, home health, living arrangement —
      does the team anticipate for discharge?
      Notes: _____________________________________________________________

Medicare and coverage:
- [ ] Where are we in the Medicare benefit? What day are we on?
      Notes: _____________________________________________________________

- [ ] Are there any indicators at this point that Medicare coverage may stop
      earlier than expected?
      Notes: _____________________________________________________________

Quality of daily life:
- [ ] How does my parent seem emotionally and socially? Any concerns about
      depression, isolation, or adjustment?
      Notes: _____________________________________________________________

- [ ] Are there any roommate, sleeping, or environmental issues that need
      to be addressed?
      Notes: _____________________________________________________________

---

SECTION 2 – 30-DAY CARE CONFERENCE QUESTIONS
(In addition to or updating Section 1)

- [ ] How has progress compared to what was expected at the 14-day meeting?
      Notes: _____________________________________________________________

- [ ] Have the therapy goals changed? Are we making sufficient progress
      for Medicare to continue covering the stay?
      Notes: _____________________________________________________________

- [ ] If discharge hasn't happened yet: what is the specific target date
      and what's the remaining plan between now and discharge?
      Notes: _____________________________________________________________

- [ ] What is the plan for continuing therapy after SNF discharge
      (home PT, outpatient PT)?
      Notes: _____________________________________________________________

- [ ] Are there any new clinical concerns that have emerged since the
      14-day meeting?
      Notes: _____________________________________________________________

- [ ] What should the family be specifically watching for in the first
      two weeks home?
      Notes: _____________________________________________________________

---

SECTION 3 – QUARTERLY AND ONGOING CARE CONFERENCE QUESTIONS
(For residents in long-term or extended SNF care)

- [ ] How has the care plan changed since the last meeting, and why?
      Notes: _____________________________________________________________

- [ ] What are the current goals of care — rehabilitation toward home,
      or ongoing skilled care in the facility?
      Notes: _____________________________________________________________

- [ ] Is my parent's condition stable, improving, or declining, and
      what's driving that?
      Notes: _____________________________________________________________

- [ ] What is the plan if my parent's condition changes significantly?
      Notes: _____________________________________________________________

- [ ] Are there any changes in coverage or payer status we should
      be planning for?
      Notes: _____________________________________________________________

---

SECTION 4 – MEDICATION QUESTIONS (ASK AT ANY MEETING)

- [ ] What medications have been added, stopped, or changed since
      the last meeting? For each change: what is the reason?
      Notes: _____________________________________________________________

- [ ] Are there any medications that require monitoring (lab work,
      dose adjustments) that we should be aware of?
      Notes: _____________________________________________________________

- [ ] What is the full discharge medication list expected to look like?
      How does it compare to the medications before admission?
      Notes: _____________________________________________________________

---

SECTION 5 – QUALITY OF CARE QUESTIONS (ASK IF CONCERNS EXIST)

- [ ] I've observed [specific concern] during my visits. Can you help me
      understand what's happening?
      Notes: _____________________________________________________________

- [ ] Has my parent reported [specific complaint] to staff? What was done?
      Notes: _____________________________________________________________

- [ ] What is the right process to raise ongoing concerns — who should I
      contact, and how quickly should I expect a response?
      Notes: _____________________________________________________________

---

AFTER THE MEETING

Commitments the facility made today:
- ____________________________________________________________________
- ____________________________________________________________________
- ____________________________________________________________________

Follow-up items we need to check on:
- ____________________________________________________________________
- ____________________________________________________________________

Next care conference date: ____________________

Updated care plan received: [ ] Yes  [ ] No  (Ask before leaving if not provided)

Tips for making the care conference count

Arrive with one or two priorities. The meeting agenda is set by the facility's updates. If you show up with a list of 20 questions, you'll feel rushed and leave without the answers that matter most. Before the meeting, decide: what are the one or two things we most need to understand today? Start there.

Use your visit log. If you've been keeping a SNF visit log throughout the stay, review the last few entries before the meeting. "Over my last four visits, I've noticed she seems more confused in the evenings" is more useful than a general concern.

Ask for specifics. "How is she doing with therapy?" is a hard question to answer usefully. "What specific functional milestones does she need to hit before the team considers discharge safe, and which of those has she reached?" is a concrete question that produces a concrete answer.

Write down what you're told. Memory fades fast. Bring something to take notes on — your notes will be useful both for follow-up and for any future conversations about what the team committed to.

Ask about discharge at every meeting, even the first one. Discharge planning should begin at admission, not at day 90. Understanding the team's thinking about the discharge timeline early — what milestones they're watching for, what home setup they anticipate — gives families more time to prepare.

Ask for the updated care plan in writing before you leave. You are entitled to it. The written plan documents what the team committed to and gives you a reference point for the next meeting.

Request an off-cycle meeting if something significant changes. You don't have to wait for the 30-day meeting if your parent's clinical situation changes materially, or if you have serious concerns about care quality. Ask the social worker to schedule an additional meeting.

The care conference is one of the few structured opportunities to get the full clinical team in one room. Coming prepared makes a significant difference in what you learn and what gets addressed.

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