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Basic Spiritual Care Case Conference Report
Name: Total Number of Visits with Person:
Date and Time of Visit: Number of Reports Written re: this Person:
Length of Visit: Total Number of Reports:
1: PRELIMINARY DATA
CASC Competency 1.4: Planning: Co-develops with the client(s) a spiritual care plan that complements and is
integrated with the inter-professional care plan, treatment and interventions
Record what you know about this patient/family member/staff before this visit. Summarize
pertinent information from previous visits.
2: INITIAL IMPRESSIONS
CASC Competency 5: Documentation and Charting: Documents clinical assessments, interventions and
referrals in a way that is understood by members of the inter-professional team. Uses clear and concise language
that respects whole person care. Provides concise statements about the significance of appearance, voice quality,
and/or non-verbal communication in clinical interactions
Set the scene and give a word picture of the patient/family member.
3: THE VISIT
CASC Competency 1.1: Theoretical Foundations: The professional relationship is established upon historical,
theological, philosophical, spiritual, psychological and socio-cultural frameworks that encompass knowledge of
human development and transitions in life.
CASC Competency 1.2: Relational Approach: Provides a relational and patient/family-centred approach to
assessment and care that sensitively encounters the client(s) and engages them in their healing process.
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