General Meeting Notes
Care Planners, please use this form during each following up meeting with a client.
Care Planner
*
Care Planner Email
example@example.com
Client Name
*
First Name
Last Name
Date of meeting
*
-
Month
-
Day
Year
Date
Resources/Funds Given
Resources/Funds given today
Gift Card
Cheque
Other
Resources/Funds given for:
Food
Gas
Electric
Housing
Medical
Other
Amount given
Resources/Funds paid by
Bloomington Gospel
Eastridge Evangelical
Heise Hill
Markham Missionary
Springvale Baptist
Stouffville Ministerial
The Olive Branch
Stouffville Pentecostal
Other
Other Resources/Funds given today
Gift Card
Cheque
Other
Other Resource/Funds given for:
Food
Gas
Electric
Housing
Medical
Other
Other Amount given
Other Resources/Funds paid by
Bloomington Gospel
Eastridge Evangelical
Heise Hill
Markham Missionary
Springvale Baptist
Stouffville Ministerial
The Olive Branch
Stouffville Pentecostal
Other
Resources, other than monetary ones, given.
Summary of meeting
Next Steps
Client next steps
*
Care Planner next steps
*
Time Spent
*
Is this case ready to be closed?
*
Not yet
Yes
Other
Next Meeting
-
Month
-
Day
Year
Date
Submit Form
Should be Empty: