C.N.A. Templates

C.N.A. Templates

There is a huge number of templates that someone in the C.N.A. role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a C.N.A.. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Patient Assessment Template
2. Medication Administration Record Template
3. Vital Signs Monitoring Template
4. Care Plan Template
5. Incident Report Template
6. Shift Handover Template
7. Daily Task Checklist Template
8. Nursing Progress Notes Template
9. Infection Control Audit Template
10. Staff Schedule Template

Reports

Reports are often prepared by a C.N.A. to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Patient census report
2. Medication administration report
3. Vital signs report
4. Incident report
5. Fall risk assessment report
6. Care plan update report
7. Infection control report
8. Staffing report
9. Equipment maintenance report
10. Quality improvement report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a C.N.A. does and how they do it.

1. Patient Admission SOP
2. Vital Signs Monitoring SOP
3. Medication Administration SOP
4. Patient Bathing and Hygiene SOP
5. Patient Transfer and Mobility SOP
6. Infection Control SOP
7. Fall Prevention SOP
8. Wound Care SOP
9. Patient Discharge SOP
10. Emergency Response SOP

Presentations

C.N.A. presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Patient Care Report
2. Staff Training and Development
3. Quality Improvement Initiatives
4. Infection Control Measures
5. Patient Satisfaction Survey Results

Legal Docs

There are several key times when a C.N.A. needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Consent Form Template
2. Incident Report Template
3. Medical Records Release Form Template
4. Patient Admission Form Template
5. HIPAA Authorization Form Template

Health & Safety Templates

Health & Safety templates for a C.N.A. ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Communication Program Template

Calendars

Setting up C.N.A. calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Training and Education Calendar
5. Quality Improvement Calendar

Invoice Templates

Several types of C.N.A. invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Patient Care Services Invoice
2. Medication Administration Invoice
3. Medical Supplies Invoice
4. Physical Therapy Services Invoice
5. Occupational Therapy Services Invoice

Survey Templates

For a C.N.A. to get insights related to the work they do, they need to send out C.N.A. surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patient Satisfaction Survey
2. Staff Feedback Survey
3. Quality Improvement Survey
4. Training Needs Assessment Survey
5. Workplace Safety Survey

Meeting Agendas

Having premade C.N.A. meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Staff Meeting
2. Care Plan Meeting
3. In-Service Training Meeting
4. Quality Improvement Meeting
5. Patient Care Conference

Budget Templates

To manage finances well, a C.N.A. would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Healthcare Expenses Tracker
3. Transportation Expenses Tracker
4. Food and Grocery Expenses Tracker
5. Personal Care Expenses Tracker

Dashboards

Dashboards are a useful way for a C.N.A. to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Care Dashboard
2. Staffing and Scheduling Dashboard
3. Infection Control Dashboard
4. Medication Administration Dashboard
5. Quality Assurance Dashboard

Proposal Templates

For bidding or requesting work, a C.N.A. needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Staff Training Proposal
2. Equipment Upgrade Proposal
3. Patient Care Improvement Proposal
4. Budget Allocation Proposal
5. Staff Recognition and Incentive Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your C.N.A. templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.