Occupational Therapist’s Assistant Templates

Occupational Therapist’s Assistant Templates

There is a huge number of templates that someone in the Occupational Therapist’s Assistant 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’s Assistant. 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 Treatment Notes
2. Weekly Progress Reports
3. Monthly Treatment Plans
4. Patient Evaluation Forms
5. Discharge Summaries
6. Equipment Request Forms
7. Insurance Authorization Forms
8. Patient Education Handouts
9. Therapy Schedule Templates
10. Billing and Reimbursement Forms

Reports

Reports are often prepared by a Occupational Therapist’s Assistant 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 Plan Progress Report
3. Daily Treatment Log
4. Equipment and Supply Inventory Report
5. Patient Discharge Summary
6. Insurance Authorization Report
7. Billing and Reimbursement Report
8. Staff Training and Development Report
9. Quality Improvement Report
10. Occupational Therapy Department 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 Occupational Therapist’s Assistant does and how they do it.

1. Initial Evaluation SOP
2. Treatment Planning SOP
3. Therapeutic Exercise SOP
4. Activities of Daily Living SOP
5. Assistive Device Training SOP
6. Home Modification SOP
7. Sensory Integration SOP
8. Cognitive Rehabilitation SOP
9. Pediatric Intervention SOP
10. Discharge Planning SOP

Presentations

Occupational Therapist’s Assistant 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 Education Template
3. Team Meeting Presentation Template
4. Training Workshop Template
5. Research Presentation Template

Legal Docs

There are several key times when a Occupational Therapist’s Assistant 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 for Treatment Form
2. HIPAA Authorization Form
3. Patient Information Form
4. Treatment Plan Template
5. Progress Note Template

Health & Safety Templates

Health & Safety templates for a Occupational Therapist’s Assistant 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’s Assistant 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. Continuing Education Calendar
5. Equipment Maintenance Calendar

Invoice Templates

Several types of Occupational Therapist’s Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Patient Services Invoice
2. Insurance Claims Invoice
3. Medicare Billing Invoice
4. Medicaid Billing Invoice
5. Private Pay Invoice

Survey Templates

For a Occupational Therapist’s Assistant to get insights related to the work they do, they need to send out Occupational Therapist’s Assistant 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’s Assistant 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. Team Meeting
2. Patient Evaluation Meeting
3. Treatment Planning Meeting
4. Progress Review Meeting
5. Continuing Education Meeting

Budget Templates

To manage finances well, a Occupational Therapist’s Assistant 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. Healthcare Expenses Template

Dashboards

Dashboards are a useful way for a Occupational Therapist’s Assistant 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 Management Dashboard
5. Performance Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Occupational Therapist’s Assistant 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. Rehabilitation Program Proposal
3. Staff Training Proposal
4. Community Outreach 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 Occupational Therapist’s Assistant 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.