Physical Therapist Assistant Templates

Physical Therapist Assistant Templates

There is a huge number of templates that someone in the Physical Therapist 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 Physical Therapist 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. 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. Daily Schedule Template
8. Equipment Inventory Template
9. Continuing Education Log Template
10. Monthly Performance Report Template

Reports

Reports are often prepared by a Physical Therapist 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 Progress Report
2. Treatment Plan Evaluation
3. Daily Treatment Log
4. Insurance Authorization Report
5. Equipment Inventory Report
6. Patient Discharge Summary
7. Medicare Billing Report
8. Monthly Revenue Report
9. Staff Performance Evaluation
10. Continuing Education 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 Physical Therapist Assistant 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. Patient Education SOP
7. Progress Note SOP
8. Discharge Planning SOP
9. Home Exercise Program SOP
10. Infection Control SOP

Presentations

Physical Therapist 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 Patient Progress Report
2. Rehabilitation Exercise Program
3. Injury Prevention Workshop
4. Post-Surgical Rehabilitation Plan
5. Therapeutic Techniques and Modalities Update

Legal Docs

There are several key times when a Physical Therapist 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. Patient Consent Form
2. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Physical Therapist Assistant 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. Employee Training Record Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Communication Program Template

Calendars

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

1. Monthly Appointment Calendar
2. Patient Treatment Schedule
3. Staff Meeting Calendar
4. Continuing Education Calendar
5. Personal Work Schedule

Invoice Templates

Several types of Physical Therapist 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 Invoice
4. Medicaid Invoice
5. Private Pay Invoice

Survey Templates

For a Physical Therapist Assistant to get insights related to the work they do, they need to send out Physical Therapist Assistant 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 Mobility Survey
4. Treatment Effectiveness Survey
5. Discharge Planning Survey

Meeting Agendas

Having premade Physical Therapist 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. Monthly Staff Meeting
2. Patient Case Review Meeting
3. Continuing Education Meeting
4. Team Collaboration Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Physical Therapist 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. Financial Summary Template

Dashboards

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

1. Patient Progress Dashboard
2. Treatment Plan Dashboard
3. Appointment Schedule Dashboard
4. Revenue and Billing Dashboard
5. Performance Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Physical Therapist 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. Staff Training Proposal
3. Community Outreach Proposal
4. Research and Development Proposal
5. Patient 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 Physical Therapist 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.