Physiotherapist Templates

Looking for Physiotherapist Templates to download? See the main templates that a Physiotherapist would use in their day-to-day work.

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Physiotherapist Templates

There is a huge number of templates that someone in the Physiotherapist 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 Physiotherapist. 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 Assessment Template
2. Treatment Plan Template
3. Progress Notes Template
4. Exercise Prescription Template
5. Discharge Summary Template
6. Referral Letter Template
7. Insurance Claim Template
8. Equipment Inventory Template
9. Staff Schedule Template
10. Monthly Financial Report Template


Reports are often prepared by a Physiotherapist 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 Assessment Report
2. Treatment Plan Report
3. Progress Evaluation Report
4. Discharge Summary Report
5. Billing and Payment Report
6. Referral Analysis Report
7. Equipment Inventory Report
8. Staff Performance Report
9. Patient Satisfaction Survey Report
10. Monthly Revenue Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Physiotherapist does and how they do it.

1. Initial Assessment SOP
2. Treatment Plan SOP
3. Progress Note SOP
4. Discharge Summary SOP
5. Home Exercise Program SOP
6. Manual Therapy SOP
7. Modalities SOP
8. Patient Education SOP
9. Infection Control SOP
10. Equipment Maintenance SOP


Physiotherapist 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. Patient Progress Report Template
2. Treatment Plan Presentation Template
3. Research and Evidence-Based Practice Template
4. Educational Workshop Template
5. Team Meeting Presentation Template

Legal Docs

There are several key times when a Physiotherapist 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. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Insurance Claim Template

Health & Safety Templates

Health & Safety templates for a Physiotherapist 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. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Record Template


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

1. Appointment Calendar
2. Treatment Schedule Calendar
3. Exercise Plan Calendar
4. Patient Follow-up Calendar
5. Continuing Education Calendar

Invoice Templates

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

1. Patient Treatment Invoice
2. Insurance Claim Invoice
3. Medicare Invoice
4. Workers’ Compensation Invoice
5. Private Health Insurance Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Physiotherapist 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 Team 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 Physiotherapist 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. Patient Billing Template
4. Equipment and Supplies Budget Template
5. Professional Development Budget Template


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

1. Patient Progress Dashboard
2. Appointment Management Dashboard
3. Revenue and Expenses Dashboard
4. Treatment Effectiveness Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Physiotherapist 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 Rehabilitation Program Proposal
2. Equipment Upgrade Proposal
3. Community Outreach Proposal
4. Research Study Proposal
5. Staff Training and Development 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 Physiotherapist 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.

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