Oncology Social Worker Templates

Looking for Oncology Social Worker Templates to download? See the main templates that a Oncology Social Worker would use in their day-to-day work.

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Oncology Social Worker Templates

There is a huge number of templates that someone in the Oncology Social Worker 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 Oncology Social Worker. 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. Progress Notes Template
4. Support Group Schedule Template
5. Resource Referral Template
6. Caregiver Support Plan Template
7. Bereavement Assessment Template
8. Survivorship Care Plan Template
9. Education Materials Template
10. Program Evaluation Template


Reports are often prepared by a Oncology Social Worker 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 Referral Report
2. Treatment Plan Compliance Report
3. Psychosocial Assessment Report
4. Support Group Attendance Report
5. Financial Assistance Utilization Report
6. Caregiver Support Services Report
7. Palliative Care Consultation Report
8. Survivorship Program Participation Report
9. Bereavement Services Utilization Report
10. Quality of Life Assessment Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Oncology Social Worker does and how they do it.

1. Initial Assessment SOP
2. Treatment Planning SOP
3. Psychosocial Support SOP
4. Care Coordination SOP
5. Crisis Intervention SOP
6. Bereavement Support SOP
7. Survivorship Care SOP
8. Resource Referral SOP
9. Documentation and Reporting SOP
10. Professional Development SOP


Oncology Social Worker 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 Support Group Presentation
2. Cancer Awareness and Prevention Presentation
3. Coping Strategies for Cancer Patients Presentation
4. End-of-Life Care and Bereavement Presentation
5. Community Outreach and Education Presentation

Legal Docs

There are several key times when a Oncology Social Worker 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. Informed Consent Form
2. Medical Power of Attorney
3. Advance Directive
4. Release of Information Form
5. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Oncology Social Worker 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


Setting up Oncology Social Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Appointment Calendar
2. Treatment Schedule Calendar
3. Support Group Calendar
4. Community Events Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Oncology Social Worker 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/Medicaid Invoice
4. Hospital Billing Invoice
5. Counseling Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Quality of Life Assessment
3. Caregiver Support Survey
4. Emotional Well-being Evaluation
5. Support Group Feedback Survey

Meeting Agendas

Having premade Oncology Social Worker 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 Team Meeting
2. Case Conference Meeting
3. Support Group Meeting
4. Education and Training Meeting
5. Interdisciplinary Care Planning Meeting

Budget Templates

To manage finances well, a Oncology Social Worker 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. Medical Expenses Budget Template
4. Professional Development Budget Template
5. Program Funding Budget Template


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

1. Patient Satisfaction Dashboard
2. Treatment Adherence Dashboard
3. Psychosocial Support Dashboard
4. Resource Utilization Dashboard
5. Survivorship Program Dashboard

Proposal Templates

For bidding or requesting work, a Oncology Social Worker 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 Support Group Proposal
2. Cancer Education Workshop Proposal
3. Survivorship Program Proposal
4. Palliative Care Services Proposal
5. Financial Assistance Program 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 Oncology Social Worker 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.

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