Physiotherapist’s Assistant Templates

Physiotherapist’s Assistant Templates

There is a huge number of templates that someone in the Physiotherapist’s 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 Physiotherapist’s 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 Assessment Template
2. Treatment Plan Template
3. Progress Notes Template
4. Exercise Prescription Template
5. Home Exercise Program Template
6. Discharge Summary Template
7. Daily Schedule Template
8. Equipment Inventory Template
9. Infection Control Checklist Template
10. Continuing Education Log Template

Reports

Reports are often prepared by a Physiotherapist’s 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 Assessment Report
2. Treatment Progress Report
3. Equipment Inventory Report
4. Patient Attendance Report
5. Billing and Payment Report
6. Referral Source Report
7. Patient Satisfaction Survey Report
8. Staff Performance Report
9. Infection Control 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 Physiotherapist’s Assistant does and how they do it.

1. Patient Assessment SOP
2. Treatment Plan SOP
3. Exercise Prescription SOP
4. Modalities Application SOP
5. Manual Therapy Techniques SOP
6. Patient Education SOP
7. Progress Note Documentation SOP
8. Discharge Planning SOP
9. Equipment Maintenance SOP
10. Infection Control SOP

Presentations

Physiotherapist’s 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. Patient Progress Report Template
2. Exercise Program Template
3. Injury Prevention Presentation Template
4. Rehabilitation Techniques Template
5. Educational Workshop Template

Legal Docs

There are several key times when a Physiotherapist’s 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. Consent Form Template
2. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. HIPAA Authorization Form Template

Health & Safety Templates

Health & Safety templates for a Physiotherapist’s Assistant 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. Workplace Inspection Checklist Template

Calendars

Setting up Physiotherapist’s Assistant 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. Staff Meeting Calendar

Invoice Templates

Several types of Physiotherapist’s Assistant 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. Private Pay Invoice
5. Equipment Rental Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Treatment Effectiveness Survey
3. Pain Management Survey
4. Rehabilitation Progress Survey
5. Quality of Care Survey

Meeting Agendas

Having premade Physiotherapist’s 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 Team Meeting
2. Patient Progress Review Meeting
3. Staff Training Meeting
4. Departmental Planning Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Physiotherapist’s 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. Medical Supplies Budget Template

Dashboards

Dashboards are a useful way for a Physiotherapist’s 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 Schedule Dashboard
3. Treatment Plan Dashboard
4. Patient Satisfaction Dashboard
5. Equipment Inventory Dashboard

Proposal Templates

For bidding or requesting work, a Physiotherapist’s 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 Rehabilitation Proposal
2. Exercise and Stretching Program Proposal
3. Pain Management Proposal
4. Assistive Devices and Equipment Proposal
5. Home Exercise Program 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’s 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.