Play Therapist Templates

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

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Play Therapist Templates

There is a huge number of templates that someone in the Play Therapist 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 Play Therapist. 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 Play Therapy Progress Report
2. Play Therapy Treatment Plan
3. Play Therapy Session Notes
4. Play Therapy Assessment Form
5. Play Therapy Consent Form
6. Play Therapy Intake Form
7. Play Therapy Group Schedule
8. Play Therapy Materials Inventory
9. Play Therapy Referral Form
10. Play Therapy Supervision Log


Reports are often prepared by a Play Therapist 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 Patient Assessment Report
2. Therapy Session Attendance Report
3. Treatment Plan Progress Report
4. Behavioral Observation Report
5. Play Therapy Outcome Evaluation Report
6. Therapeutic Intervention Report
7. Parent/Caregiver Feedback Report
8. Case Conference Summary Report
9. Play Therapy Group Session Report
10. Monthly Statistical Analysis 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 Play Therapist does and how they do it.

1. Initial Assessment SOP
2. Treatment Planning SOP
3. Play Therapy Techniques SOP
4. Progress Note Documentation SOP
5. Parent Consultation SOP
6. Crisis Intervention SOP
7. Discharge Planning SOP
8. Group Play Therapy SOP
9. Therapeutic Playroom Maintenance SOP
10. Continuing Education SOP


Play Therapist 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 Progress Report Template
2. Therapy Session Summary Template
3. Treatment Plan Review Template
4. Case Study Presentation Template
5. Workshop Presentation Template

Legal Docs

There are several key times when a Play Therapist 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. Informed Consent Form
2. Treatment Plan Template
3. Progress Note Template
4. Release of Information Form
5. Discharge Summary Template

Health & Safety Templates

Health & Safety templates for a Play Therapist 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. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template


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

1. Monthly Appointment Calendar
2. Weekly Activity Calendar
3. Daily Session Schedule Calendar
4. Yearly Planning Calendar
5. Client Progress Tracking Calendar

Invoice Templates

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

1. Monthly Therapy Services Invoice
2. Insurance Claims Invoice
3. Consultation Services Invoice
4. Group Therapy Sessions Invoice
5. Training and Workshop Services Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Therapist Performance Evaluation Survey
3. Parent Feedback Survey
4. Playroom Environment Assessment Survey
5. Treatment Progress Survey

Meeting Agendas

Having premade Play Therapist 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. Case Review Meeting
3. Professional Development Meeting
4. Supervision Meeting
5. Interdisciplinary Collaboration Meeting

Budget Templates

To manage finances well, a Play Therapist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Therapy Supplies and Materials Budget
4. Professional Development and Training Budget
5. Marketing and Advertising Expenses Tracker


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

1. Client Progress Dashboard
2. Therapy Session Tracker Dashboard
3. Referral Source Dashboard
4. Treatment Plan Completion Dashboard
5. Insurance Claims Dashboard

Proposal Templates

For bidding or requesting work, a Play Therapist 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 Play Therapy Program Proposal
2. Play Therapy Workshop Proposal
3. Play Therapy Research Proposal
4. Play Therapy Training Proposal
5. Play Therapy 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 Play Therapist 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.