Gerontologist Templates

Gerontologist Templates

There is a huge number of templates that someone in the Gerontologist 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 Gerontologist. 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 Assessment Template
2. Care Plan Template
3. Medication Administration Record Template
4. Daily Activity Log Template
5. Fall Risk Assessment Template
6. Monthly Progress Report Template
7. Staff Schedule Template
8. Infection Control Audit Template
9. Quality Improvement Plan Template
10. Budget Spreadsheet Template

Reports

Reports are often prepared by a Gerontologist 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 Patient Census Report
2. Medication Administration Report
3. Fall Incident Report
4. Monthly Health Assessment Report
5. Staffing and Scheduling Report
6. Monthly Activity Participation Report
7. Nutrition and Dietary Report
8. Monthly Infection Control Report
9. Quality Improvement Report
10. Monthly Financial 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 Gerontologist does and how they do it.

1. Admission Process SOP
2. Medication Management SOP
3. Fall Prevention SOP
4. Care Plan Development SOP
5. Dementia Care SOP
6. Infection Control SOP
7. End-of-Life Care SOP
8. Activities and Recreation SOP
9. Staff Training and Development SOP
10. Discharge Planning SOP

Presentations

Gerontologist 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 Health and Wellness Report
2. Geriatric Care Plan Presentation
3. Aging Population Trends Analysis
4. Dementia Care Strategies Overview
5. Gerontological Research Findings Update

Legal Docs

There are several key times when a Gerontologist 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. Medical Power of Attorney Template
3. Living Will Template
4. HIPAA Authorization Template
5. Guardianship Agreement Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Infection Control Audit Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Medication Administration Calendar
3. Activities and Events Calendar
4. Health Assessment and Check-up Calendar
5. Care Plan Review and Update Calendar

Invoice Templates

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

1. Monthly Patient Services Invoice
2. Medicare Billing Invoice
3. Insurance Claims Invoice
4. Medical Equipment Rental Invoice
5. Consultation and Assessment Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Caregiver Feedback Survey
3. Quality of Life Assessment Survey
4. Health and Wellness Survey
5. Social Support Evaluation Survey

Meeting Agendas

Having premade Gerontologist 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. Care Plan Review Meeting
3. Interdisciplinary Team Meeting
4. Quality Improvement Meeting
5. Education and Training Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Medical Supplies and Equipment Budget Template
4. Staffing and Payroll Budget Template
5. Facility Maintenance and Upkeep Budget Template

Dashboards

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

1. Patient Health Dashboard
2. Medication Adherence Dashboard
3. Fall Prevention Dashboard
4. Caregiver Satisfaction Dashboard
5. Quality of Life Dashboard

Proposal Templates

For bidding or requesting work, a Gerontologist 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 Geriatric Care Proposal
2. Elderly Mental Health Program Proposal
3. Geriatric Rehabilitation Services Proposal
4. Dementia Care and Support Proposal
5. Palliative Care and Hospice Services 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 Gerontologist 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.