Looking for Certified Rehabilitation Counselor Templates to download? See the main templates that a Certified Rehabilitation Counselor would use in their day-to-day work.
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Certified Rehabilitation Counselor Templates
Contents
Certified Rehabilitation Counselor Templates
There is a huge number of templates that someone in the Certified Rehabilitation Counselor 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 Rehabilitation Counselor. 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 Progress Report
2. Individualized Treatment Plan
3. Case Note Template
4. Vocational Assessment Report
5. Job Placement Plan
6. Client Intake Form
7. Treatment Authorization Request
8. Discharge Summary
9. Functional Capacity Evaluation Report
10. Career Development Plan
Reports
Reports are often prepared by a Certified Rehabilitation Counselor 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. Monthly caseload report
2. Vocational assessment report
3. Individualized rehabilitation plan report
4. Progress report
5. Job placement report
6. Vocational training report
7. Disability evaluation report
8. Job analysis report
9. Transferable skills analysis report
10. Labor market 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 Rehabilitation Counselor does and how they do it.
1. Initial Assessment SOP
2. Individualized Treatment Plan SOP
3. Vocational Evaluation SOP
4. Job Placement Assistance SOP
5. Career Counseling SOP
6. Disability Management SOP
7. Case Management SOP
8. Assistive Technology Assessment SOP
9. Mental Health Counseling SOP
10. Progress Monitoring and Reporting SOP
Presentations
Certified Rehabilitation Counselor 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 Client Progress Report Template
2. Job Placement and Vocational Training Template
3. Individualized Rehabilitation Plan Template
4. Disability Assessment and Accommodation Template
5. Counseling Techniques and Strategies Template
Legal Docs
There are several key times when a Certified Rehabilitation Counselor 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 for Treatment Form
2. Release of Information Form
3. Individualized Education Program (IEP) Template
4. Vocational Evaluation Report Template
5. Disability Evaluation Form
Health & Safety Templates
Health & Safety templates for a Certified Rehabilitation Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Inspection Checklist Template
Calendars
Setting up Certified Rehabilitation Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Appointment Calendar
2. Case Management Calendar
3. Group Therapy Calendar
4. Continuing Education Calendar
5. Progress Review Calendar
Invoice Templates
Several types of Certified Rehabilitation Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Counseling Services Invoice
2. Assessment and Evaluation Invoice
3. Vocational Rehabilitation Invoice
4. Disability Management Invoice
5. Job Placement Services Invoice
Survey Templates
For a Certified Rehabilitation Counselor to get insights related to the work they do, they need to send out Certified Rehabilitation Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Job Placement Survey
3. Vocational Assessment Survey
4. Treatment Progress Survey
5. Career Development Survey
Meeting Agendas
Having premade Certified Rehabilitation Counselor 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. Monthly Team Meeting
2. Individual Case Review Meeting
3. Supervision and Training Meeting
4. Interdisciplinary Collaboration Meeting
5. Progress Evaluation Meeting
Budget Templates
To manage finances well, a Certified Rehabilitation Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Savings and Investment Tracker
5. Tax Deduction Tracker
Dashboards
Dashboards are a useful way for a Certified Rehabilitation Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Progress Dashboard
2. Case Load Management Dashboard
3. Referral Tracking Dashboard
4. Outcome Measurement Dashboard
5. Financial Performance Dashboard
Proposal Templates
For bidding or requesting work, a Certified Rehabilitation Counselor 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. Individualized Vocational Rehabilitation Plan Proposal
2. Job Placement and Supported Employment Proposal
3. Vocational Assessment and Career Counseling Proposal
4. Disability Management and Workplace Accommodation Proposal
5. Mental Health Counseling and Rehabilitation 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 Certified Rehabilitation Counselor 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.
