Psychiatric Aide Templates

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

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Psychiatric Aide Templates

There is a huge number of templates that someone in the Psychiatric Aide 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 Psychiatric Aide. 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. Medication Administration Record Template
3. Daily Progress Notes Template
4. Treatment Plan Template
5. Incident Report Template
6. Discharge Summary Template
7. Group Therapy Attendance Template
8. Individual Therapy Session Notes Template
9. Staff Meeting Minutes Template
10. Monthly Statistics Report Template


Reports are often prepared by a Psychiatric Aide 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 Census Report
2. Medication Administration Report
3. Incident Report
4. Behavior Observation Report
5. Treatment Plan Progress Report
6. Vital Signs Report
7. Discharge Summary Report
8. Group Therapy Attendance Report
9. Restraint and Seclusion Report
10. Psychiatric Evaluation 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 Psychiatric Aide does and how they do it.

1. Admission Procedure SOP
2. Medication Administration SOP
3. Patient Observation SOP
4. Restraint and Seclusion SOP
5. Emergency Response SOP
6. Patient Discharge SOP
7. Documentation and Charting SOP
8. Infection Control SOP
9. Safety and Security SOP
10. Patient Rights and Confidentiality SOP


Psychiatric Aide 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. Staff Training and Development
3. Mental Health Awareness Campaign
4. Medication Administration Guidelines
5. Psychiatric Aide Team Meeting Updates

Legal Docs

There are several key times when a Psychiatric Aide 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. Patient Information Release Template
3. Treatment Plan Template
4. Incident Report Template
5. Discharge Summary Template

Health & Safety Templates

Health & Safety templates for a Psychiatric Aide 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. Hazard Communication Program Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Group Therapy Schedule Calendar
5. Training and Education Calendar

Invoice Templates

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

1. Patient Services Invoice
2. Medication and Supplies Invoice
3. Therapy Services Invoice
4. Insurance Claims Invoice
5. Facility Maintenance Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Feedback Survey
3. Mental Health Assessment Survey
4. Treatment Effectiveness Survey
5. Facility Environment Survey

Meeting Agendas

Having premade Psychiatric Aide 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
2. Treatment Planning Meeting
3. Patient Care Conference
4. In-Service Training Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Psychiatric Aide 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. Medical Supplies Budget Template
4. Staffing Budget Template
5. Training and Development Budget Template


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

1. Patient Census Dashboard
2. Medication Administration Dashboard
3. Behavior Tracking Dashboard
4. Staffing and Scheduling Dashboard
5. Incident Reporting Dashboard

Proposal Templates

For bidding or requesting work, a Psychiatric Aide 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 Staff Training Proposal
2. Mental Health Awareness Campaign Proposal
3. Patient Support Group Proposal
4. Psychiatric Facility Equipment Upgrade Proposal
5. Community Outreach 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 Psychiatric Aide 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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