Looking for Medical Social Worker Templates to download? See the main templates that a Medical Social Worker would use in their day-to-day work.
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Medical Social Worker Templates
Contents
There is a huge number of templates that someone in the Medical Social Worker 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 Medical Social Worker. 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. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Referral Form Template
6. Case Conference Template
7. Care Plan Template
8. Psychosocial Assessment Template
9. Crisis Intervention Template
10. Community Resource Directory Template
Reports
Reports are often prepared by a Medical Social Worker 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 Referral Report
2. Case Management Report
3. Discharge Planning Report
4. Psychosocial Assessment Report
5. Support Group Attendance Report
6. Community Resource Utilization Report
7. Mental Health Evaluation Report
8. Crisis Intervention Report
9. Progress Notes Report
10. Quality Improvement 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 Medical Social Worker does and how they do it.
1. Initial Assessment SOP
2. Discharge Planning SOP
3. Crisis Intervention SOP
4. Case Management SOP
5. Psychosocial Assessment SOP
6. Support Group Facilitation SOP
7. Bereavement Counseling SOP
8. Advocacy and Referral SOP
9. Care Coordination SOP
10. Documentation and Reporting SOP
Presentations
Medical Social Worker 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 Progress Report
2. Community Outreach Presentation
3. Mental Health Awareness Seminar
4. Support Group Meeting Presentation
5. Healthcare Policy Update
Legal Docs
There are several key times when a Medical Social Worker 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. Release of Information Template
3. Treatment Plan Template
4. Discharge Summary Template
5. Psychosocial Assessment Template
Health & Safety Templates
Health & Safety templates for a Medical Social Worker 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. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template
Calendars
Setting up Medical Social Worker calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Patient Appointments Calendar
3. Community Outreach Events Calendar
4. Continuing Education Calendar
5. Case Management Calendar
Invoice Templates
Several types of Medical Social Worker 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. Insurance Claims Invoice
3. Medicare/Medicaid Reimbursement Invoice
4. Monthly Counseling Services Invoice
5. Hospital Discharge Planning Invoice
Survey Templates
For a Medical Social Worker to get insights related to the work they do, they need to send out Medical Social Worker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Caregiver Feedback Survey
3. Mental Health Assessment Survey
4. Discharge Planning Survey
5. Community Resource Evaluation Survey
Meeting Agendas
Having premade Medical Social Worker 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. Case Review Meeting
2. Interdisciplinary Team Meeting
3. Staff Training Meeting
4. Patient Care Planning Meeting
5. Quality Improvement Meeting
Budget Templates
To manage finances well, a Medical Social Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Debt Repayment Budget Template
4. Savings and Investment Budget Template
5. Healthcare Expenses Budget Template
Dashboards
Dashboards are a useful way for a Medical Social Worker to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Demographics Dashboard
2. Referral and Admission Dashboard
3. Case Management Dashboard
4. Discharge Planning Dashboard
5. Quality Improvement Dashboard
Proposal Templates
For bidding or requesting work, a Medical Social Worker 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 Community Outreach Proposal
2. Mental Health Support Program Proposal
3. Substance Abuse Prevention and Education Proposal
4. Palliative Care Services Expansion Proposal
5. Patient Advocacy and Support Proposal
Get Your Template Made
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