Certified Nurse Aide Templates

There is a huge number of templates that someone in the Certified Nurse Aide 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 Certified Nurse Aide. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Patient Care Report
2. Medication Administration Record
3. Vital Signs Tracking Sheet
4. Daily Shift Report
5. Patient Assessment Form
6. Care Plan Template
7. Incident Report Form
8. Infection Control Log
9. Staff Schedule Spreadsheet
10. Training Attendance Record

Reports

Reports are often prepared by a Certified Nurse Aide 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. Infection Control Report
7. Patient Care Plan Report
8. Staffing Report
9. Quality Assurance Report
10. Patient Satisfaction Survey 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 Certified Nurse Aide 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. Patient Documentation SOP
8. Fall Prevention SOP
9. End-of-Life Care SOP
10. Emergency Response SOP

Presentations

Certified Nurse Aide 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. Infection Control Measures
4. Quality Improvement Initiatives
5. Patient Education and Communication

Legal Docs

There are several key times when a Certified Nurse Aide 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. HIPAA Authorization Form Template
5. Employee Confidentiality Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Infection Control Audit Template
3. Personal Protective Equipment (PPE) Checklist Template
4. Emergency Response Plan Template
5. Workplace Safety Inspection Checklist Template

Calendars

Setting up Certified Nurse Aide calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Training and Continuing Education Calendar
5. Personal Work Schedule Calendar

Invoice Templates

Several types of Certified Nurse Aide 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. Personal Care Assistance Invoice
4. Rehabilitation Therapy Services Invoice
5. Medical Equipment Rental Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Performance Evaluation Survey
3. Infection Control Compliance Survey
4. Medication Administration Audit Survey
5. Quality Improvement Feedback Survey

Meeting Agendas

Having premade Certified Nurse Aide 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. Patient Care Conference
3. In-Service Training
4. Quality Improvement Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Certified Nurse Aide would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Healthcare Expenses Template

Dashboards

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

1. Patient Care Dashboard
2. Medication Administration Dashboard
3. Vital Signs Monitoring Dashboard
4. Infection Control Dashboard
5. Staffing and Scheduling Dashboard

Proposal Templates

For bidding or requesting work, a Certified Nurse Aide 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. Patient Care Proposal: This proposal outlines the specific care plan for each patient, including their medical history, current condition, and necessary treatments.
2. Staffing Proposal: This proposal details the staffing needs for the healthcare facility, including the number of certified nurse aides required for each shift.
3. Equipment Proposal: This proposal outlines the necessary equipment needed for patient care, such as medical beds, wheelchairs, and other medical devices.
4. Training Proposal: This proposal details the ongoing training and education required for certified nurse aides to maintain their certification and provide the best possible care for patients.
5. Budget Proposal: This proposal outlines the budget for the healthcare facility, including the costs associated with staffing, equipment, and patient care

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 Certified Nurse Aide 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.

Certified Nurse Aide Templates