Care Plan Review Form Template

What is the care plan review form template?

Care plans go stale quickly — after a hospital stay, a fall, or simply as someone's needs change. A structured review keeps the plan honest. This template records a care plan review from start to finish: who took part, what has changed, how goals are going, what the client and family think, the current risks, and what will change in the plan.

A grid shows change since the last review across eleven areas, from personal care and mobility to memory, mental wellbeing and skin, with a "new need" option. The client's own views are required, and family views appear whenever family were involved. Ticking a safeguarding concern shows a reminder to follow your safeguarding procedure straight away.

The review ends with the plan changes, any change in weekly hours, referrals, the client's agreement and the next review date, signed and saved as a PDF in your FileIt vault.

Who uses a care plan review form?

• Scheduled six-monthly or annual care plan reviews
• Reviews after a hospital discharge
• Reviewing support after a fall or other incident
• Responding to a family's request for a review
• Evidence of person-centred planning for inspections
• Adjusting hours and tasks for a home care package

Questions on this care plan review form

28 questions over 5 pages · includes signature, conditional questions, multiple pages, ratings.

The care plan review form, page by page

1 Review details

Client name, date of birth and reference; review date and last review date; the reason for review; the reviewer and their role; who took part; and how family were involved.

2 Needs

A grid rating change since the last review — improved, no change, declined, new need or not applicable — across personal care, mobility, eating and drinking, medication, continence, communication, memory, mental wellbeing, social contact, sleep and skin. Details of changes, and changes in health, diagnoses or medication.

3 Goals & views

Progress towards current goals and the client's views in their own words (both required); family or representative views when family were involved; the client's satisfaction on a 1–5 scale; and goals for the next period.

4 Risks

A checklist of current risks including falls, pressure damage, nutrition, choking, medication errors, self-neglect, getting lost, isolation, carer strain and safeguarding, with how each is managed. A safeguarding tick shows a reminder to act now. Assessments that need updating can be ticked.

5 Changes & sign-off

Changes to the plan, any increase or decrease in support hours (with the new weekly hours), referrals, the client's agreement — including a best-interests option — the next review date and the reviewer's signature.

Make the template yours

• Match the needs grid to the domains in your care plan template
• Add your local assessment tools to the list of assessments to update
• Add a funding or commissioner question if hours changes need approval
• Replace the mental capacity wording with the terms used where you work
• File reviews into each client's folder in your vault
• Notify the care manager whenever hours increase

Tips for a better care plan review form

• Record the client's views in their words, not a summary of them
• Speak to care staff before the review — they see changes first
• Update the linked risk assessments the same week
• Set the next review date before you leave
• Share the outcome with the client and family in writing

Care plan review form: frequently asked questions

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Templates are a starting point. Check that the questions and any wording about consent, privacy or terms suit your situation and the rules where you are. Page last reviewed 2026-09-28.