Charge Nurse Templates

Charge Nurse Templates

There is a huge number of templates that someone in the Charge Nurse 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 Charge Nurse. 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 Staff Schedule
2. Patient Census Report
3. Medication Administration Record (MAR)
4. Incident Report Form
5. Performance Evaluation Template
6. Staff Meeting Agenda
7. Patient Discharge Summary
8. Quality Improvement Report
9. Staff Training Attendance Sheet
10. Patient Satisfaction Survey

Reports

Reports are often prepared by a Charge Nurse 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. Staffing Report
4. Incident Report
5. Quality Improvement Report
6. Infection Control Report
7. Patient Satisfaction Report
8. Adverse Event Report
9. Fall Prevention Report
10. Compliance Audit 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 Charge Nurse does and how they do it.

1. Patient Admission SOP
2. Medication Administration SOP
3. Vital Signs Monitoring SOP
4. Patient Assessment SOP
5. Infection Control SOP
6. Emergency Response SOP
7. Discharge Planning SOP
8. Documentation and Charting SOP
9. Patient Education SOP
10. Staff Communication SOP

Presentations

Charge Nurse 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 Staff Meeting Presentation Template
2. Patient Safety Training Presentation Template
3. Quality Improvement Update Presentation Template
4. New Policy and Procedure Presentation Template
5. Performance Review Presentation Template

Legal Docs

There are several key times when a Charge Nurse 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. Medication Administration Record Template
4. Patient Discharge Template
5. Nursing Assessment Template

Health & Safety Templates

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

1. Incident Report Form
2. Hazard Identification Checklist
3. Workplace Inspection Checklist
4. Personal Protective Equipment (PPE) Assessment Form
5. Emergency Response Plan Template

Calendars

Setting up Charge Nurse 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 Charge Nurse invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Patient Services Invoice
2. Medication and Supplies Invoice
3. Staffing and Payroll Invoice
4. Equipment and Maintenance Invoice
5. Insurance and Billing Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Satisfaction Survey
3. Medication Administration Survey
4. Infection Control Survey
5. Quality Improvement Survey

Meeting Agendas

Having premade Charge Nurse 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. Quality Improvement Meeting
4. Education and Training Session
5. Leadership Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Staffing Budget Template
3. Medical Supplies Budget Template
4. Equipment Maintenance Budget Template
5. Training and Development Budget Template

Dashboards

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

1. Patient Satisfaction Dashboard
2. Staffing and Workforce Dashboard
3. Quality and Safety Dashboard
4. Financial Performance Dashboard
5. Operational Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Charge Nurse 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 Staffing Proposal
2. Equipment Upgrade Proposal
3. Training and Development Proposal
4. Quality Improvement Proposal
5. Patient Care Protocol 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 Charge Nurse 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.