Looking for Physical Therapy Assistant Templates to download? See the main templates that a Physical Therapy Assistant would use in their day-to-day work.
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Physical Therapy Assistant Templates
Contents
Physical Therapy Assistant Templates
There is a huge number of templates that someone in the Physical Therapy 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 Therapy 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 Therapy 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 Report
3. Daily Treatment Log
4. Insurance Claims Report
5. Equipment Maintenance Report
6. Patient Satisfaction Survey Report
7. Staff Training Attendance Report
8. Monthly Revenue Report
9. Inventory Management Report
10. Referral Source Analysis 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 Therapy Assistant does and how they do it.
1. Patient Assessment SOP
2. Treatment Plan Development SOP
3. Therapeutic Exercise SOP
4. Manual Therapy SOP
5. Modalities Application SOP
6. Patient Education SOP
7. Progress Note Documentation SOP
8. Discharge Planning SOP
9. Infection Control SOP
10. Equipment Maintenance SOP
Presentations
Physical Therapy 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 Recovery Plan
5. Therapeutic Techniques and Modalities Update
Legal Docs
There are several key times when a Physical Therapy 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 Therapy Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Form
2. Personal Protective Equipment (PPE) Assessment Form
3. Emergency Evacuation Plan Template
4. Workplace Hazard Assessment Form
5. Infection Control Plan Template
Calendars
Setting up Physical Therapy Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Appointment Calendar
2. Patient Schedule Calendar
3. Staff Meeting Calendar
4. Continuing Education Calendar
5. Exercise Program Calendar
Invoice Templates
Several types of Physical Therapy Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Treatment Invoice: This invoice is used to bill patients for their physical therapy treatments, including any equipment or supplies used during the session.
2. Insurance Claim Invoice: This invoice is used to bill insurance companies for physical therapy treatments provided to patients who have coverage.
3. Medicare Invoice: This invoice is used to bill Medicare for physical therapy treatments provided to eligible patients.
4. Workers’ Compensation Invoice: This invoice is used to bill workers’ compensation insurance for physical therapy treatments provided to injured workers.
5. Out-of-Pocket Invoice: This invoice is used to bill patients who are paying for their physical therapy treatments out of pocket, without insurance coverage
Survey Templates
For a Physical Therapy Assistant to get insights related to the work they do, they need to send out Physical Therapy Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Pain Management Survey
3. Functional Improvement Survey
4. Therapy Session Feedback Survey
5. Discharge Planning Survey
Meeting Agendas
Having premade Physical Therapy 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 Building Meeting
5. Performance Evaluation Meeting
Budget Templates
To manage finances well, a Physical Therapy Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Tracker
2. Income and Expense Statement
3. Budget Planner
4. Cash Flow Forecast
5. Savings Goal Tracker
Dashboards
Dashboards are a useful way for a Physical Therapy Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Progress Dashboard
2. Appointment Scheduling Dashboard
3. Revenue and Billing Dashboard
4. Therapy Equipment Inventory Dashboard
5. Patient Satisfaction Dashboard
Proposal Templates
For bidding or requesting work, a Physical Therapy 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 Therapy 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.
