Looking for Occupational Therapist Aide Templates to download? See the main templates that a Occupational Therapist Aide would use in their day-to-day work.
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Occupational Therapist Aide Templates
Contents
Occupational Therapist Aide Templates
There is a huge number of templates that someone in the Occupational Therapist Aide 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 Occupational Therapist Aide. 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 Evaluation Form
2. Treatment Plan Template
3. Progress Note Template
4. Daily Schedule Template
5. Exercise Instruction Template
6. Home Exercise Program Template
7. Discharge Summary Template
8. Equipment Inventory Spreadsheet
9. Patient Attendance Log
10. Monthly Report Template
Reports
Reports are often prepared by a Occupational Therapist Aide 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 Assessment Report
2. Treatment Progress Report
3. Equipment Inventory Report
4. Therapy Session Attendance Report
5. Patient Discharge Summary Report
6. Insurance Claims Report
7. Therapy Supplies Replenishment Report
8. Patient Satisfaction Survey Report
9. Staff Training Attendance Report
10. Monthly Budget 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 Occupational Therapist Aide does and how they do it.
1. Patient Assessment SOP
2. Treatment Planning SOP
3. Therapeutic Activities SOP
4. Assistive Device Training SOP
5. Range of Motion Exercises SOP
6. Transfer Techniques SOP
7. Documentation and Reporting SOP
8. Infection Control SOP
9. Safety Procedures SOP
10. Equipment Maintenance SOP
Presentations
Occupational Therapist Aide 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 Progress Report Template
2. Patient Assessment Template
3. Treatment Plan Template
4. Education and Training Template
5. Research and Case Study Template
Legal Docs
There are several key times when a Occupational Therapist Aide 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. Progress Note Template
4. Discharge Summary Template
5. HIPAA Release Form Template
Health & Safety Templates
Health & Safety templates for a Occupational Therapist Aide 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 Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Occupational Therapist Aide 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. Therapy Session Calendar
4. Equipment Maintenance Calendar
5. Continuing Education Calendar
Invoice Templates
Several types of Occupational Therapist Aide invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Services Invoice
2. Equipment Rental Invoice
3. Therapy Session Invoice
4. Insurance Claim Invoice
5. Consultation Fee Invoice
Survey Templates
For a Occupational Therapist Aide to get insights related to the work they do, they need to send out Occupational Therapist Aide surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Therapy Effectiveness Survey
3. Staff Communication Survey
4. Equipment and Facility Evaluation Survey
5. Occupational Therapy Needs Assessment Survey
Meeting Agendas
Having premade Occupational Therapist Aide 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. Case Review Meeting
3. Team Collaboration Meeting
4. Training and Development Meeting
5. Patient Progress Review Meeting
Budget Templates
To manage finances well, a Occupational Therapist Aide would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings Goal Template
4. Debt Repayment Template
5. Financial Summary Template
Dashboards
Dashboards are a useful way for a Occupational Therapist Aide to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Progress Dashboard
2. Therapy Session Tracker Dashboard
3. Equipment Inventory Dashboard
4. Referral and Appointment Dashboard
5. Performance Metrics Dashboard
Proposal Templates
For bidding or requesting work, a Occupational Therapist Aide 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 Equipment Proposal
2. Staff Training Proposal
3. Community Outreach Proposal
4. Research and Development Proposal
5. Occupational Therapy Program Expansion 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 Occupational Therapist Aide 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.
