Mental Health Technician Templates

Mental Health Technician Templates

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

1. Daily Patient Log
2. Medication Administration Record
3. Treatment Plan
4. Progress Notes
5. Incident Report
6. Discharge Summary
7. Group Therapy Schedule
8. Individual Therapy Schedule
9. Staff Meeting Minutes
10. Monthly Statistics Report

Reports

Reports are often prepared by a Mental Health Technician 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. Treatment Plan Progress Report
6. Patient Behavior Observation Report
7. Staffing Schedule Report
8. Patient Assessment Report
9. Group Therapy Attendance Report
10. Patient Vital Signs 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 Technician does and how they do it.

1. Admission Process SOP
2. Patient Assessment SOP
3. Medication Administration SOP
4. Crisis Intervention SOP
5. Group Therapy SOP
6. Individual Counseling SOP
7. Discharge Planning SOP
8. Documentation and Reporting SOP
9. Safety and Security SOP
10. Infection Control SOP

Presentations

Mental Health Technician 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. Staff Training and Development
3. Mental Health Awareness Campaign
4. Treatment Plan Review
5. Quality Improvement Initiatives

Legal Docs

There are several key times when a Mental Health Technician 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. Release of Information Template
4. Incident Report Template
5. Discharge Summary Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Hazard Identification and Risk Assessment Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Therapy Session Calendar
5. Training and Continuing Education Calendar

Invoice Templates

Several types of Mental Health Technician 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. Medication and Supplies Invoice
4. Therapy and Counseling Services Invoice
5. Administrative and Consultation Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Satisfaction Survey
3. Mental Health Assessment Survey
4. Treatment Effectiveness Survey
5. Discharge Planning Survey

Meeting Agendas

Having premade Mental Health Technician 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 Team Meeting
3. Case Review Meeting
4. In-Service Training Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Mental Health Technician 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 Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Assessment Dashboard
2. Medication Administration Dashboard
3. Treatment Plan Progress Dashboard
4. Incident Reporting Dashboard
5. Staffing and Scheduling Dashboard

Proposal Templates

For bidding or requesting work, a Mental Health Technician 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. Community Outreach Program Proposal
4. Mental Health Awareness Campaign Proposal
5. Research and Development 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 Technician 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.