Nurse Practitioner Templates

Nurse Practitioner Templates

There is a huge number of templates that someone in the Nurse Practitioner 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 Nurse Practitioner. 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 Template
2. Treatment Plan Template
3. Medication Administration Record Template
4. Progress Note Template
5. Discharge Summary Template
6. Lab Test Results Template
7. Referral Letter Template
8. Patient Education Handout Template
9. Staff Meeting Agenda Template
10. Quality Improvement Report Template

Reports

Reports are often prepared by a Nurse Practitioner 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 census report
2. Medication administration report
3. Lab results report
4. Patient satisfaction survey report
5. Adverse events report
6. Staffing and scheduling report
7. Quality improvement report
8. Infection control report
9. Financial performance report
10. Continuing education 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 Nurse Practitioner 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. Wound Care SOP
9. Diagnostic Imaging SOP
10. Discharge Planning SOP

Presentations

Nurse Practitioner 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 Education Template
2. Staff Training and Development Template
3. Quality Improvement and Performance Review Template
4. Research and Evidence-Based Practice Template
5. Community Outreach and Health Promotion Template

Legal Docs

There are several key times when a Nurse Practitioner 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 Plan Template
5. Medical Billing Invoice Template

Health & Safety Templates

Health & Safety templates for a Nurse Practitioner 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 Response Plan Template
4. Infection Control Audit Template
5. Workplace Safety Inspection Template

Calendars

Setting up Nurse Practitioner 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. Health Awareness Campaign Calendar

Invoice Templates

Several types of Nurse Practitioner 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 Nurse Practitioner to get insights related to the work they do, they need to send out Nurse Practitioner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patient Satisfaction Survey
2. Staff Satisfaction Survey
3. Quality of Care Survey
4. Medication Adherence Survey
5. Health Education Needs Assessment Survey

Meeting Agendas

Having premade Nurse Practitioner 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. Patient Care Meeting Template
2. Staff Development Meeting Template
3. Quality Improvement Meeting Template
4. Interdisciplinary Team Meeting Template
5. Provider Collaboration Meeting Template

Budget Templates

To manage finances well, a Nurse Practitioner 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. Debt Repayment Budget Template
4. Healthcare Expenses Budget Template
5. Personal and Household Budget Template

Dashboards

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

1. Patient Satisfaction Dashboard
2. Clinical Outcomes Dashboard
3. Financial Performance Dashboard
4. Staff Productivity Dashboard
5. Quality Improvement Dashboard

Proposal Templates

For bidding or requesting work, a Nurse Practitioner 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 Education Program Proposal
4. Quality Improvement Initiative Proposal
5. Community Outreach 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 Nurse Practitioner 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.