Looking for Physiotherapy Practice Manager Templates to download? See the main templates that a Physiotherapy Practice Manager would use in their day-to-day work.
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Physiotherapy Practice Manager Templates
Contents
Physiotherapy Practice Manager Templates
There is a huge number of templates that someone in the Physiotherapy Practice Manager 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 Physiotherapy Practice Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Financial Report
2. Staff Schedule
3. Patient Appointment Log
4. Treatment Plan Template
5. Insurance Claim Form
6. Inventory Management Spreadsheet
7. Staff Performance Evaluation
8. Marketing Campaign Tracker
9. Patient Feedback Survey
10. Equipment Maintenance Log
Reports
Reports are often prepared by a Physiotherapy Practice Manager 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. Monthly Financial Report
2. Patient Attendance Report
3. Staff Productivity Report
4. Accounts Receivable Aging Report
5. Insurance Claims Report
6. Equipment Maintenance Report
7. Patient Satisfaction Survey Report
8. Referral Source Report
9. Staff Training Report
10. Marketing Campaign Performance 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 Physiotherapy Practice Manager does and how they do it.
1. Patient Intake SOP
2. Appointment Scheduling SOP
3. Insurance Verification SOP
4. Treatment Plan Creation SOP
5. Billing and Payment SOP
6. Inventory Management SOP
7. Staff Training and Development SOP
8. Equipment Maintenance SOP
9. Marketing and Outreach SOP
10. Quality Assurance and Compliance SOP
Presentations
Physiotherapy Practice Manager 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 Financial Report Template
2. Staff Performance Review Template
3. Patient Satisfaction Survey Template
4. Marketing Campaign Analysis Template
5. Training and Development Plan Template
Legal Docs
There are several key times when a Physiotherapy Practice Manager 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. Employment Agreement Template
2. Patient Consent Form Template
3. Health Insurance Claim Form Template
4. Non-Disclosure Agreement Template
5. Privacy Policy Template
Health & Safety Templates
Health & Safety templates for a Physiotherapy Practice Manager 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. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Record Template
Calendars
Setting up Physiotherapy Practice Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Appointment Calendar
2. Staff Schedule Calendar
3. Patient Follow-up Calendar
4. Marketing Calendar
5. Training and Education Calendar
Invoice Templates
Several types of Physiotherapy Practice Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Consultation Invoice
2. Insurance Claim Invoice
3. Equipment Purchase Invoice
4. Supplier Payment Invoice
5. Staff Salary Invoice
Survey Templates
For a Physiotherapy Practice Manager to get insights related to the work they do, they need to send out Physiotherapy Practice Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Staff Performance Evaluation Survey
3. Referral Source Feedback Survey
4. Appointment Wait Time Survey
5. Facility Cleanliness Survey
Meeting Agendas
Having premade Physiotherapy Practice Manager 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. Staff Meeting Template
2. Team Training Template
3. Performance Review Template
4. Marketing Strategy Template
5. Financial Review Template
Budget Templates
To manage finances well, a Physiotherapy Practice Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Equipment and Supplies Budget Template
4. Marketing and Advertising Budget Template
5. Revenue and Profit Forecast Template
Dashboards
Dashboards are a useful way for a Physiotherapy Practice Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Patient Satisfaction Dashboard
3. Staff Productivity Dashboard
4. Appointment Management Dashboard
5. Marketing Effectiveness Dashboard
Proposal Templates
For bidding or requesting work, a Physiotherapy Practice Manager 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 Marketing Proposal
2. Staff Training and Development Proposal
3. Equipment and Supplies Upgrade Proposal
4. Community Outreach and Partnership Proposal
5. Patient Satisfaction Improvement 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 Physiotherapy Practice Manager 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.
