Ot Aide Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Ot Aide Templates

There is a huge number of templates that someone in the Ot 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 Ot 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. Daily Patient Log
2. Treatment Plan Template
3. Progress Notes Template
4. Incident Report Form
5. Equipment Inventory Spreadsheet
6. Patient Assessment Form
7. Weekly Schedule Template
8. Infection Control Checklist
9. Discharge Summary Template
10. Staff Training Record


Reports are often prepared by a Ot 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 Census Report
2. Therapy Session Report
3. Equipment Inventory Report
4. Patient Progress Report
5. Incident Report
6. Staff Attendance Report
7. Billing and Reimbursement Report
8. Infection Control Report
9. Quality Assurance Report
10. Occupational Therapy Evaluation 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 Ot Aide does and how they do it.

1. Patient Intake SOP
2. Vital Signs Monitoring SOP
3. Assisting with Activities of Daily Living SOP
4. Transferring and Positioning SOP
5. Assisting with Range of Motion Exercises SOP
6. Assisting with Therapeutic Activities SOP
7. Assisting with Ambulation SOP
8. Assisting with Wheelchair Management SOP
9. Infection Control SOP
10. Documentation and Reporting SOP


Ot 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. Patient Progress Report Template
2. Therapy Plan Presentation Template
3. Rehabilitation Assessment Template
4. Occupational Therapy Evaluation Template
5. Home Exercise Program Template

Legal Docs

There are several key times when a Ot 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. HIPAA Release Form Template
3. Treatment Plan Template
4. Progress Note Template
5. Discharge Summary Template

Health & Safety Templates

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

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


Setting up Ot 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. Medication Administration Calendar
5. Equipment Maintenance Calendar

Invoice Templates

Several types of Ot 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. Medical Supplies Invoice
3. Therapy Services Invoice
4. Equipment Rental Invoice
5. Insurance Claims Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Occupational Therapy Needs Assessment Survey
3. Therapy Program Evaluation Survey
4. Staff Training and Development Survey
5. Equipment and Resource Evaluation Survey

Meeting Agendas

Having premade Ot 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. Staff Meeting
2. Patient Care Meeting
3. In-Service Training Meeting
4. Team Collaboration Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Payroll Budget Template
4. Supplies and Equipment Budget Template
5. Training and Development Budget Template


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

1. Patient Census Dashboard
2. Therapy Utilization Dashboard
3. Equipment Inventory Dashboard
4. Staff Productivity Dashboard
5. Patient Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Ot 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. Occupational Therapy Program Expansion 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 Ot 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.

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