Physical Therapist Templates

Physical Therapist Templates

There is a huge number of templates that someone in the 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 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. 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 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 Report
3. Insurance Claims Report
4. Patient Satisfaction Survey Report
5. Equipment Maintenance Report
6. Staff Performance Report
7. Financial Summary Report
8. Referral Source Report
9. Inventory Report
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 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 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. Physical Therapy Research Findings
5. Staff Training and Development

Legal Docs

There are several key times when a 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. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Physical Therapist 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

Calendars

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

1. Monthly Schedule Calendar
2. Patient Appointment Calendar
3. Staff Meeting Calendar
4. Continuing Education Calendar
5. Billing and Reimbursement Calendar

Invoice Templates

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

1. Patient Satisfaction Survey
2. Treatment Effectiveness Survey
3. Therapy Program Evaluation Survey
4. Pain Management Survey
5. Rehabilitation Progress Survey

Meeting Agendas

Having premade 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 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 Template
3. Savings and Investment Template
4. Debt Repayment Template
5. Financial Goals Template

Dashboards

Dashboards are a useful way for a 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 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. Monthly Equipment Proposal
2. Staff Training Proposal
3. Community Outreach Proposal
4. Research and Development Proposal
5. Facility Expansion 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 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.