Mental Health Orderly Templates

Mental Health Orderly Templates

There is a huge number of templates that someone in the Mental Health Orderly 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 Mental Health Orderly. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Patient Assessment Form
2. Medication Administration Record
3. Daily Shift Report
4. Incident Report
5. Treatment Plan Template
6. Discharge Summary
7. Group Therapy Schedule
8. Staff Meeting Agenda
9. Monthly Inventory Checklist
10. Performance Evaluation Form

Reports

Reports are often prepared by a Mental Health Orderly 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 Admission Report
2. Patient Discharge Report
3. Medication Administration Report
4. Incident Report
5. Patient Progress Report
6. Staffing Report
7. Inventory Report
8. Safety Inspection Report
9. Quality Assurance Report
10. Training and Development 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 Mental Health Orderly does and how they do it.

1. Admission Procedure SOP
2. Patient Assessment SOP
3. Medication Administration SOP
4. Restraint and Seclusion SOP
5. Crisis Intervention SOP
6. Suicide Prevention SOP
7. Discharge Planning SOP
8. Infection Control SOP
9. Documentation and Reporting SOP
10. Safety and Emergency Response SOP

Presentations

Mental Health Orderly 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 Progress Report Presentation Template
3. Training and Education Presentation Template
4. Quality Improvement Presentation Template
5. Mental Health Awareness Presentation Template

Legal Docs

There are several key times when a Mental Health Orderly 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. Patient Information Release Template
3. Treatment Plan Template
4. Incident Report Template
5. Discharge Summary Template

Health & Safety Templates

Health & Safety templates for a Mental Health Orderly 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template

Calendars

Setting up Mental Health Orderly 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. Therapy Session Calendar
5. Training and Education Calendar

Invoice Templates

Several types of Mental Health Orderly 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. Therapy Services Invoice
4. Consultation Services Invoice
5. Insurance Billing Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Feedback Survey
3. Mental Health Assessment Survey
4. Treatment Effectiveness Survey
5. Facility Environment Survey

Meeting Agendas

Having premade Mental Health Orderly 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. Treatment Planning Meeting
3. Case Review Meeting
4. In-Service Training Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Mental Health Orderly 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. Personal Spending Budget Template
4. Debt Repayment Budget Template
5. Healthcare Expenses Budget Template

Dashboards

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

1. Patient Census Dashboard
2. Medication Administration Dashboard
3. Incident Reporting Dashboard
4. Staffing and Scheduling Dashboard
5. Quality Assurance Dashboard

Proposal Templates

For bidding or requesting work, a Mental Health Orderly 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 Staff Training Proposal
2. Equipment Upgrade Proposal
3. Patient Care Improvement Proposal
4. Mental Health Awareness Campaign Proposal
5. Staff Wellness Program 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 Mental Health Orderly 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.