Psychiatric Nurse Templates

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

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Psychiatric Nurse Templates

There is a huge number of templates that someone in the Psychiatric Nurse 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 Nurse. 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. Treatment Plan Template
4. Progress Note Template
5. Discharge Summary Template
6. Incident Report Template
7. Staff Schedule Template
8. Staff Training Record Template
9. Quality Improvement Report Template
10. Patient Satisfaction Survey Template


Reports are often prepared by a Psychiatric Nurse 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 Admission Report
2. Medication Administration Report
3. Patient Assessment Report
4. Incident Report
5. Discharge Summary Report
6. Staffing Report
7. Patient Progress Report
8. Psychiatric Evaluation Report
9. Treatment Plan Report
10. Quality Improvement 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 Nurse does and how they do it.

1. Admission Process SOP
2. Medication Administration SOP
3. Patient Assessment SOP
4. Discharge Planning SOP
5. Crisis Intervention SOP
6. Suicide Risk Assessment SOP
7. Restraint and Seclusion SOP
8. Documentation and Charting SOP
9. Infection Control SOP
10. Patient Education SOP


Psychiatric Nurse 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 Nursing Best Practices

Legal Docs

There are several key times when a Psychiatric Nurse 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. Medication Administration Record Template
4. Incident Report Template
5. Discharge Summary Template

Health & Safety Templates

Health & Safety templates for a Psychiatric Nurse 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template


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

1. Monthly Staff Schedule Calendar
2. Medication Administration Calendar
3. Patient Appointment Calendar
4. Continuing Education Calendar
5. Treatment Plan Review Calendar

Invoice Templates

Several types of Psychiatric Nurse 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 Treatment Invoice
3. Therapy Sessions Invoice
4. Insurance Claims Invoice
5. Consultation and Assessment Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Satisfaction Survey
3. Mental Health Assessment Survey
4. Medication Adherence Survey
5. Treatment Effectiveness Survey

Meeting Agendas

Having premade Psychiatric Nurse 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. Case Review Meeting
4. Education and Training Meeting
5. Quality Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Medical Expenses Budget Template
5. Personal and Household Budget Template


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

1. Patient Assessment Dashboard
2. Medication Administration Dashboard
3. Treatment Plan Progress Dashboard
4. Patient Safety Dashboard
5. Staffing and Workload Dashboard

Proposal Templates

For bidding or requesting work, a Psychiatric Nurse 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. Psychiatric Medication Management Proposal
4. Patient Safety and Risk Assessment Proposal
5. Telepsychiatry Implementation 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 Nurse 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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