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Interdisciplinary Case Reflection Guide

A structured guide for multidisciplinary teams to reflect on a shared case: each discipline's view, the person's voice, overlaps, gaps and learning.

Preview of the first page of Interdisciplinary Case Reflection Guide
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Also relevant for
Social workers
Client group
Multidisciplinary teams in health, disability and community services.
Practice setting
Team reflection meetings, case review and peer supervision.
Format
Practitioner and facilitator guides, Reflection activities
Details
A4 PDF, printable
Pages
3
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-AH-006
Version
1.0

About this resource

Teams can work hard without seeing the whole picture. This guide structures a reflective discussion: how each discipline understands the situation, what the person has said they want, where views overlap or conflict, what gaps exist and what the team will do differently.

Purpose

To help teams step back from day-to-day work, integrate perspectives and improve coordination around the person.

Who it is for

Primary profession: Allied health and multidisciplinary teams. Also relevant for social workers.

Client or participant group: Multidisciplinary teams in health, disability and community services.

Practice setting: Team reflection meetings, case review and peer supervision.

Suggested uses

  • Complex case reviews
  • Peer supervision for teams
  • Reviewing after a difficult episode of care
  • Training in collaborative practice

Instructions for practitioners

  1. Choose a facilitator and agree the purpose of the reflection.
  2. Start with the person's own words and goals.
  3. Invite each discipline to share its view briefly, without debate.
  4. Explore overlaps, conflicts and gaps.
  5. Agree learning and actions, and how they will be shared.

Accessibility considerations

Keep the person's voice central by sharing their words and preferences. Use de-identified information where appropriate.

Scope and limitations

A reflective practice guide. It does not replace clinical governance, incident review or supervision requirements.

Research basis

Interprofessional collaboration interventions may improve professional practice and outcomes, although the evidence is still limited.

  • Reeves, S., Pelone, F., Harrison, R., Goldman, J., & Zwarenstein, M. (2017). Interprofessional collaboration to improve professional practice and healthcare outcomes. Cochrane Database of Systematic Reviews, Article CD000072. https://doi.org/10.1002/14651858.cd000072.pub3

What is included

A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

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