Psychologist Templates

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

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Psychologist Templates

There is a huge number of templates that someone in the Psychologist 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 Psychologist. 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 Patient Progress Report
2. Treatment Plan Template
3. Psychological Assessment Template
4. Therapy Session Notes Template
5. Case Study Template
6. Research Proposal Template
7. Staff Meeting Agenda Template
8. Continuing Education Log Template
9. Budget Spreadsheet Template
10. Client Intake Form Template


Reports are often prepared by a Psychologist 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 Assessment Report
2. Treatment Plan Progress Report
3. Therapy Session Summary Report
4. Psychological Evaluation Report
5. Diagnostic Assessment Report
6. Mental Health Status Report
7. Crisis Intervention Report
8. Group Therapy Progress Report
9. Psychiatric Consultation Report
10. Discharge Summary 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 Psychologist does and how they do it.

1. Initial Assessment SOP
2. Treatment Planning SOP
3. Individual Therapy SOP
4. Group Therapy SOP
5. Crisis Intervention SOP
6. Psychological Testing SOP
7. Progress Note Documentation SOP
8. Discharge Planning SOP
9. Consultation and Collaboration SOP
10. Continuing Education and Professional Development SOP


Psychologist 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. Mental Health Awareness Presentation
3. Therapeutic Techniques Workshop
4. Research Findings and Analysis
5. Staff Training and Development Program

Legal Docs

There are several key times when a Psychologist 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. HIPAA Authorization Form
3. Treatment Plan Template
4. Progress Note Template
5. Release of Information Form

Health & Safety Templates

Health & Safety templates for a Psychologist 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. Workplace Inspection Checklist Template
5. Health and Safety Training Record Template


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

1. Appointment Calendar
2. Therapy Schedule Calendar
3. Staff Meeting Calendar
4. Continuing Education Calendar
5. Patient Follow-up Calendar

Invoice Templates

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

1. Client Therapy Invoice
2. Insurance Billing Invoice
3. Medicare/Medicaid Invoice
4. Employee Assistance Program Invoice
5. Private Pay Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Mental Health Assessment Survey
3. Treatment Effectiveness Survey
4. Staff Performance Evaluation Survey
5. Referral Source Feedback Survey

Meeting Agendas

Having premade Psychologist 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. Case Review Meeting
3. Treatment Planning Meeting
4. Professional Development Meeting
5. Interdisciplinary Team Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Professional Development Budget Template


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

1. Patient Demographics Dashboard
2. Treatment Progress Dashboard
3. Appointment Scheduling Dashboard
4. Patient Satisfaction Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Psychologist 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 Research Proposal for New Treatment Methods
2. Funding Proposal for Mental Health Awareness Campaign
3. Proposal for Collaborative Study on Psychological Disorders
4. Grant Proposal for Community Counseling Services
5. Proposal for Psychiatric Training Program Expansion

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 Psychologist 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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