Psychotherapist Social Worker Templates

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

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Psychotherapist Social Worker Templates

There is a huge number of templates that someone in the Psychotherapist Social Worker 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 Psychotherapist Social Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Intake Form
2. Treatment Plan Template
3. Progress Note Template
4. Assessment Form
5. Discharge Summary Template
6. Group Therapy Schedule
7. Individual Therapy Schedule
8. Case Management Spreadsheet
9. Insurance Claim Form
10. Supervision Log Template


Reports are often prepared by a Psychotherapist Social Worker 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 Progress Report
2. Case Load Summary Report
3. Treatment Plan Review Report
4. Insurance Claims Report
5. Referral Source Analysis Report
6. Group Therapy Attendance Report
7. Medication Management Report
8. Crisis Intervention Summary Report
9. Staff Meeting Minutes Report
10. Continuing Education Hours 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 Psychotherapist Social Worker 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. Case Management SOP
7. Documentation and Record-Keeping SOP
8. Referral and Resource Coordination SOP
9. Discharge Planning SOP
10. Continuing Education and Professional Development SOP


Psychotherapist Social Worker 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. Treatment Plan Review Template
3. Case Presentation Template
4. Psychoeducation Workshop Template
5. Research Presentation Template

Legal Docs

There are several key times when a Psychotherapist Social Worker 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 Template
2. Treatment Plan Template
3. Progress Note Template
4. Release of Information Template
5. Confidentiality Agreement Template

Health & Safety Templates

Health & Safety templates for a Psychotherapist Social Worker 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. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template


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

1. Monthly Appointment Calendar
2. Group Therapy Schedule
3. Medication Management Calendar
4. Continuing Education Calendar
5. Self-Care and Wellness Calendar

Invoice Templates

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

1. Client Therapy Session Invoice
2. Insurance Reimbursement Invoice
3. Medicare/Medicaid Invoice
4. Employee Benefits Invoice
5. Consultation and Training Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Mental Health Assessment Survey
3. Treatment Effectiveness Survey
4. Therapist Evaluation Survey
5. Referral Source Feedback Survey

Meeting Agendas

Having premade Psychotherapist Social Worker 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. Case Review Meeting
2. Treatment Planning Meeting
3. Team Collaboration Meeting
4. Supervision Meeting
5. Staff Development Meeting

Budget Templates

To manage finances well, a Psychotherapist Social Worker 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 Log
3. Professional Development and Training Budget
4. Office Supplies and Equipment Budget
5. Marketing and Advertising Expenses Tracker


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

1. Client Progress Dashboard
2. Referral and Intake Dashboard
3. Treatment Plan Dashboard
4. Case Management Dashboard
5. Billing and Payment Dashboard

Proposal Templates

For bidding or requesting work, a Psychotherapist Social Worker 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. Individual Therapy Proposal
2. Group Therapy Proposal
3. Family Therapy Proposal
4. Mental Health Education Proposal
5. Community 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 Psychotherapist Social Worker 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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