Personal Support Worker Templates

There is a huge number of templates that someone in the Personal Support 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 Personal Support 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. Care Plan Template
2. Medication Administration Record Template
3. Daily Activity Log Template
4. Vital Signs Record Template
5. Incident Report Template
6. Progress Note Template
7. Meal Planning Template
8. Client Information Sheet Template
9. Weekly Schedule Template
10. Time Sheet Template

Reports

Reports are often prepared by a Personal Support 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. Monthly Patient Care Summary Report
2. Medication Administration Report
3. Incident and Accident Report
4. Daily Care Log Report
5. Vital Signs Monitoring Report
6. Patient Progress Notes Report
7. Care Plan Review Report
8. Infection Control Audit Report
9. Equipment Maintenance Report
10. Staff Training and Development 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 Personal Support Worker does and how they do it.

1. Client Assessment SOP
2. Medication Administration SOP
3. Personal Care SOP
4. Meal Preparation SOP
5. Mobility Assistance SOP
6. Infection Control SOP
7. Documentation SOP
8. Emergency Response SOP
9. Communication with Healthcare Team SOP
10. Client Rights and Privacy SOP

Presentations

Personal Support 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 Care Plan Review
2. Patient Progress Report
3. Staff Training and Development
4. Health and Safety Update
5. Quality Improvement Analysis

Legal Docs

There are several key times when a Personal Support 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. Consent Form Template
2. Care Plan Template
3. Incident Report Template
4. Medication Administration Record Template
5. Client Assessment Template

Health & Safety Templates

Health & Safety templates for a Personal Support 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. Personal Protective Equipment (PPE) Checklist Template
4. Infection Control Audit Template
5. Emergency Response Plan Template

Calendars

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

1. Monthly Schedule Calendar
2. Medication Administration Calendar
3. Client Appointments Calendar
4. Staff Meeting Calendar
5. Training and Education Calendar

Invoice Templates

Several types of Personal Support Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Personal Support Services Invoice
2. Home Health Care Invoice
3. Respite Care Invoice
4. Palliative Care Invoice
5. Companion Care Invoice

As a Personal Support Worker in the healthcare industry, I would use a variety of invoice templates each month to bill for the services I provide. The Personal Support Services Invoice would be used for general support services, while the Home Health Care Invoice would be used for more specialized care provided in a patient’s home. The Respite Care Invoice would be used for short-term care provided to give primary caregivers a break, while the Palliative Care Invoice would be used for end-of-life care. Finally, the Companion Care Invoice would be used for services provided to help patients with socialization and companionship

Survey Templates

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

1. Patient Satisfaction Survey
2. Caregiver Feedback Survey
3. Quality of Care Assessment Survey
4. Health and Wellness Assessment Survey
5. Service Improvement Survey

Meeting Agendas

Having premade Personal Support 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. Care Plan Review Meeting
2. Team Huddle Meeting
3. Client Progress Meeting
4. Staff Training Meeting
5. Quality Improvement Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Care Supplies Budget
3. Transportation Expenses Budget
4. Food and Grocery Budget
5. Miscellaneous Expenses Budget

Dashboards

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

1. Patient Care Dashboard
2. Medication Management Dashboard
3. Vital Signs Monitoring Dashboard
4. Care Plan Progress Dashboard
5. Incident Reporting Dashboard

Proposal Templates

For bidding or requesting work, a Personal Support 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 Care Plan Proposal
2. Equipment and Supplies Proposal
3. Training and Development Proposal
4. Client Assessment and Progress Proposal
5. Community Outreach and Education 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 Personal Support 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.

Personal Support Worker Templates