Physical Therapy Technician Templates

Physical Therapy Technician Templates

There is a huge number of templates that someone in the Physical Therapy Technician 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 Technician. 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 Form
2. Treatment Plan Template
3. Progress Note Template
4. Exercise Prescription Template
5. Daily Schedule Template
6. Equipment Inventory Spreadsheet
7. Billing and Insurance Template
8. Discharge Summary Template
9. Infection Control Checklist
10. Continuing Education Log

Reports

Reports are often prepared by a Physical Therapy Technician 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 Treatment Summary Report
2. Daily Patient Progress Report
3. Monthly Patient Evaluation Report
4. Equipment Maintenance Report
5. Inventory Management Report
6. Staff Performance Report
7. Monthly Revenue Report
8. Patient Satisfaction Survey Report
9. Insurance Claims Report
10. Monthly 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 Physical Therapy Technician does and how they do it.

1. Patient Assessment SOP
2. Exercise Prescription SOP
3. Modalities Application SOP
4. Therapeutic Massage SOP
5. Gait Training SOP
6. Transfer Techniques SOP
7. Equipment Maintenance SOP
8. Documentation and Reporting SOP
9. Infection Control SOP
10. Safety and Emergency Procedures SOP

Presentations

Physical Therapy Technician 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 Equipment Demonstration
5. Therapeutic Techniques Seminar

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Physical Therapy Technician 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 Therapy Technician 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 Work Schedule Calendar
4. Exercise and Therapy Plan Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Patient Satisfaction Survey
2. Therapy Effectiveness Survey
3. Facility Cleanliness Survey
4. Staff Communication Survey
5. Appointment Scheduling Survey

Meeting Agendas

Having premade Physical Therapy Technician 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 Progress Review Meeting
3. Equipment and Supplies Inventory Meeting
4. Training and Development Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Physical Therapy Technician 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 Therapy Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Appointment Dashboard
2. Treatment Progress Dashboard
3. Equipment Inventory Dashboard
4. Staff Performance Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Physical Therapy Technician 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. Patient Education Proposal
4. Facility Upgrade Proposal
5. Community Outreach 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 Technician 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.