Psychiatric Technician Assistant Templates

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

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Psychiatric Technician Assistant Templates

There is a huge number of templates that someone in the Psychiatric Technician 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 Psychiatric Technician 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. Medication Administration Record Template
3. Daily Shift Report Template
4. Behavior Observation Template
5. Treatment Plan Template
6. Incident Report Template
7. Discharge Summary Template
8. Group Therapy Notes Template
9. Individual Therapy Notes Template
10. Staff Meeting Minutes Template


Reports are often prepared by a Psychiatric Technician 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 census report
2. Medication administration report
3. Incident report
4. Behavior observation report
5. Vital signs report
6. Treatment plan progress report
7. Group therapy attendance report
8. Restraint and seclusion report
9. Discharge summary report
10. Staffing and scheduling 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 Technician Assistant does and how they do it.

1. Patient Assessment SOP
2. Medication Administration SOP
3. Crisis Intervention SOP
4. Restraint and Seclusion SOP
5. Documentation and Charting SOP
6. Safety and Infection Control SOP
7. Group Therapy SOP
8. Patient Education SOP
9. Discharge Planning SOP
10. Team Collaboration SOP


Psychiatric Technician 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. Monthly Patient Progress Report
2. Staff Training and Development
3. Mental Health Awareness Campaign
4. Medication Administration Guidelines
5. Psychiatric Emergency Response Plan

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Psychiatric Technician Assistant 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 Technician Assistant 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. Group Therapy Schedule Calendar
5. Training and Continuing Education Calendar

Invoice Templates

Several types of Psychiatric Technician Assistant 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 Administration Invoice
3. Therapy Session Invoice
4. Medical Supplies Invoice
5. Consultation Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Feedback Survey
3. Medication Administration Survey
4. Mental Health Assessment Survey
5. Safety and Security Survey

Meeting Agendas

Having premade Psychiatric Technician 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. Staff Meeting
2. Treatment Planning Meeting
3. Case Review Meeting
4. In-Service Training Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Psychiatric Technician Assistant 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. Training and Development Budget Template
5. Equipment and Maintenance Budget Template


Dashboards are a useful way for a Psychiatric Technician Assistant 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. Vital Signs Monitoring Dashboard
5. Treatment Plan Progress Dashboard

Proposal Templates

For bidding or requesting work, a Psychiatric Technician 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 Staff Training Proposal
2. Equipment Upgrade Proposal
3. Patient Care Improvement Proposal
4. Mental Health Awareness Campaign Proposal
5. Staff Recognition and Incentive 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 Technician 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.

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