Certified Therapeutic Recreation Specialist Templates
There is a huge number of templates that someone in the Certified Therapeutic Recreation Specialist 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 Therapeutic Recreation Specialist. 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 Activity Calendar
2. Individualized Care Plan
3. Progress Notes
4. Group Activity Evaluation
5. Therapeutic Recreation Assessment
6. Staff Training Schedule
7. Budget Spreadsheet
8. Equipment Inventory
9. Volunteer Schedule
10. Monthly Report
Reports
Reports are often prepared by a Certified Therapeutic Recreation Specialist 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 Activity Participation Report
2. Patient Progress Report
3. Equipment Inventory Report
4. Staff Training Report
5. Budget Expenditure Report
6. Volunteer Hours Report
7. Program Evaluation Report
8. Patient Satisfaction Survey Report
9. Incident and Accident Report
10. Community Outreach 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 Therapeutic Recreation Specialist does and how they do it.
1. Client Assessment SOP
2. Treatment Planning SOP
3. Activity Planning SOP
4. Documentation SOP
5. Safety and Risk Management SOP
6. Equipment Maintenance SOP
7. Staff Training SOP
8. Program Evaluation SOP
9. Quality Assurance SOP
10. Professional Development SOP
Presentations
Certified Therapeutic Recreation Specialist 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 Program Evaluation Report
2. Staff Training Presentation
3. Patient Progress Review
4. Community Outreach Presentation
5. Therapeutic Recreation Workshop
Legal Docs
There are several key times when a Certified Therapeutic Recreation Specialist 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. Treatment Plan Template
3. Progress Note Template
4. Release of Information Template
5. Incident Report Template
Health & Safety Templates
Health & Safety templates for a Certified Therapeutic Recreation Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Risk Assessment Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Certified Therapeutic Recreation Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Client Appointment Calendar
3. Program Planning Calendar
4. Training and Professional Development Calendar
5. Community Events Calendar
Invoice Templates
Several types of Certified Therapeutic Recreation Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Therapy Services Invoice
2. Equipment and Supplies Invoice
3. Consultation and Training Services Invoice
4. Program Development and Implementation Invoice
5. Administrative and Documentation Services Invoice
Survey Templates
For a Certified Therapeutic Recreation Specialist to get insights related to the work they do, they need to send out Certified Therapeutic Recreation Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Activity Participation Survey
3. Staff Training Needs Assessment Survey
4. Program Evaluation Survey
5. Community Outreach Survey
Meeting Agendas
Having premade Certified Therapeutic Recreation Specialist 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 Staff Meeting
2. Interdisciplinary Team Meeting
3. Program Planning Meeting
4. Quality Improvement Meeting
5. Professional Development Meeting
Budget Templates
To manage finances well, a Certified Therapeutic Recreation Specialist 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 and Investment Template
4. Debt Repayment Template
5. Annual Budget Planning Template
Dashboards
Dashboards are a useful way for a Certified Therapeutic Recreation Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Engagement Dashboard
2. Program Evaluation Dashboard
3. Staff Performance Dashboard
4. Resource Allocation Dashboard
5. Outcome Measurement Dashboard
Proposal Templates
For bidding or requesting work, a Certified Therapeutic Recreation Specialist 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 Program Proposal
2. Equipment and Supplies Proposal
3. Staff Training Proposal
4. Community Outreach Proposal
5. Research and Evaluation 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 Therapeutic Recreation Specialist 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.