Np Templates

Np Templates

There is a huge number of templates that someone in the Np 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 Np. 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 Intake Form
2. Medical History Form
3. Treatment Plan Template
4. Progress Note Template
5. Medication Log Spreadsheet
6. Lab Test Request Form
7. Discharge Summary Template
8. Referral Letter Template
9. Insurance Claim Form
10. Staff Schedule Spreadsheet

Reports

Reports are often prepared by a Np 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 Demographics Report
2. Appointment Scheduling Report
3. Billing and Reimbursement Report
4. Medication Inventory Report
5. Lab Test Results Report
6. Quality Assurance Report
7. Staff Productivity Report
8. Patient Satisfaction Survey Report
9. Disease Outbreak Report
10. Financial Performance 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 Np does and how they do it.

1. Patient Assessment SOP
2. Medication Administration SOP
3. Infection Control SOP
4. Emergency Response SOP
5. Documentation and Charting SOP
6. Patient Education SOP
7. Laboratory Testing SOP
8. Equipment Maintenance SOP
9. Quality Assurance SOP
10. HIPAA Compliance SOP

Presentations

Np 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 Performance Review Template
2. Patient Satisfaction Survey Results Template
3. Staff Training and Development Template
4. Financial Analysis and Budget Template
5. Quality Improvement Initiatives Template

Legal Docs

There are several key times when a Np 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. Patient Consent Form
2. Medical Records Release Form
3. HIPAA Authorization Form
4. Treatment Agreement Form
5. Advance Directive Form

Health & Safety Templates

Health & Safety templates for a Np 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. Training Attendance Record Template

Calendars

Setting up Np 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. Continuing Education Calendar
5. Quality Improvement Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Medical Procedure Invoice
3. Prescription Medication Invoice
4. Laboratory Testing Invoice
5. Insurance Claim Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Employee Engagement Survey
3. Healthcare Provider Feedback Survey
4. Quality Improvement Survey
5. Healthcare Needs Assessment Survey

Meeting Agendas

Having premade Np 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. Quality Improvement Meeting
3. Patient Care Conference
4. Continuing Education Meeting
5. Leadership Team Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Forecast Budget Template
3. Salary and Benefits Budget Template
4. Capital Expenditure Budget Template
5. Departmental Budget Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Np 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. Research Proposal for Clinical Trial Analysis
2. Funding Proposal for Community Health Outreach Program
3. Grant Proposal for Mental Health Awareness Campaign
4. Partnership Proposal for Telemedicine Expansion Project
5. Project Proposal for Improving Patient Care in Emergency Department

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 Np 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.