Orthopedic Physical Therapist Templates

Looking for Orthopedic Physical Therapist Templates to download? See the main templates that a Orthopedic Physical Therapist would use in their day-to-day work.

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Orthopedic Physical Therapist Templates

There is a huge number of templates that someone in the Orthopedic Physical Therapist 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 Orthopedic Physical Therapist. 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 Template
2. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Exercise Prescription Template
6. Home Exercise Program Template
7. Injury Prevention Program Template
8. Patient Education Handout Template
9. Insurance Claim Form Template
10. Monthly Performance Report Template


Reports are often prepared by a Orthopedic Physical Therapist 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 Evaluation Report
2. Treatment Progress Report
3. Discharge Summary Report
4. Insurance Authorization Report
5. Equipment Inventory Report
6. Billing and Reimbursement Report
7. Referral Source Report
8. Outcome Measures Report
9. Staff Productivity Report
10. Continuing Education 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 Orthopedic Physical Therapist does and how they do it.

1. Initial Evaluation SOP
2. Treatment Plan SOP
3. Therapeutic Exercise SOP
4. Manual Therapy SOP
5. Modalities SOP
6. Home Exercise Program SOP
7. Progress Note SOP
8. Discharge Planning SOP
9. Patient Education SOP
10. Infection Control SOP


Orthopedic Physical Therapist 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. Patient Progress Report Template
2. Treatment Plan Presentation Template
3. Research and Evidence-Based Practice Template
4. Educational Material Template
5. Team Meeting Presentation Template

Legal Docs

There are several key times when a Orthopedic Physical Therapist 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. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Insurance Claim Form

Health & Safety Templates

Health & Safety templates for a Orthopedic Physical Therapist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Hazard Communication Program Template
5. Workplace Safety Inspection Checklist Template


Setting up Orthopedic Physical Therapist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Patient Appointment Calendar
2. Treatment Plan Calendar
3. Continuing Education Calendar
4. Staff Meeting Calendar
5. Marketing and Outreach Calendar

Invoice Templates

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

1. Patient Treatment Invoice
2. Insurance Claim Invoice
3. Medicare Invoice
4. Medicaid Invoice
5. Private Pay Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Pain Assessment Survey
3. Functional Assessment Survey
4. Treatment Effectiveness Survey
5. Discharge Planning Survey

Meeting Agendas

Having premade Orthopedic Physical Therapist 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. Patient Case Review Meeting
3. Continuing Education Meeting
4. Performance Evaluation Meeting
5. Departmental Planning Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Debt Repayment Budget Template
4. Savings Goal Budget Template
5. Professional Development Budget Template


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

1. Patient Progress Dashboard
2. Appointment and Scheduling Dashboard
3. Revenue and Billing Dashboard
4. Therapy Equipment Inventory Dashboard
5. Referral and Marketing Dashboard

Proposal Templates

For bidding or requesting work, a Orthopedic Physical Therapist 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. “Orthopedic Rehabilitation Program Proposal”
2. “Sports Injury Prevention and Treatment Proposal”
3. “Post-Surgical Rehabilitation Proposal”
4. “Elderly Fall Prevention Program Proposal”
5. “Workplace Ergonomics and Injury Prevention 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 Orthopedic Physical Therapist 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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