Public Health Social Worker Templates

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

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Public Health Social Worker Templates

There is a huge number of templates that someone in the Public Health 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 Public Health 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. Monthly Client Progress Report
2. Individualized Care Plan
3. Referral Form
4. Case Conference Meeting Agenda
5. Community Resource Directory
6. Risk Assessment Tool
7. Crisis Intervention Plan
8. Group Therapy Session Plan
9. Discharge Summary
10. Program Evaluation Report


Reports are often prepared by a Public Health 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 Demographics Report
2. Disease Surveillance Report
3. Mental Health Services Utilization Report
4. Substance Abuse Treatment Report
5. Child and Family Services Report
6. Community Outreach and Education Report
7. Health Disparities Report
8. Program Evaluation Report
9. Case Management Report
10. Resource Allocation 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 Public Health Social Worker does and how they do it.

1. Initial Assessment SOP
2. Case Management SOP
3. Crisis Intervention SOP
4. Referral and Resource Coordination SOP
5. Individual Counseling SOP
6. Group Therapy SOP
7. Psychoeducation Program SOP
8. Community Outreach SOP
9. Documentation and Reporting SOP
10. Program Evaluation SOP


Public Health 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 Program Evaluation Report
2. Community Outreach Presentation
3. Mental Health Awareness Workshop
4. Substance Abuse Prevention Training
5. Health Education Seminar

Legal Docs

There are several key times when a Public Health 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. Consent Form Template
2. Treatment Plan Template
3. Release of Information Template
4. Assessment Form Template
5. Discharge Summary Template

Health & Safety Templates

Health & Safety templates for a Public Health 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. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Response Plan Template


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

1. Monthly Staff Meeting Calendar
2. Community Outreach Calendar
3. Health Education Workshop Calendar
4. Patient Appointment Calendar
5. Grant Application Deadline Calendar

Invoice Templates

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

1. Monthly Service Invoice
2. Medicaid Billing Invoice
3. Insurance Reimbursement Invoice
4. Grant Funding Invoice
5. Client Fee Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Community Health Needs Assessment Survey
3. Mental Health Services Evaluation Survey
4. Substance Abuse Prevention Survey
5. Health Education Program Feedback Survey

Meeting Agendas

Having premade Public Health 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. Monthly Team Meeting
2. Case Review Meeting
3. Community Outreach Meeting
4. Staff Training Meeting
5. Program Evaluation Meeting

Budget Templates

To manage finances well, a Public Health Social Worker 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. Emergency Fund Budget Template


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

1. Monthly Patient Demographics Dashboard
2. Disease Surveillance Dashboard
3. Mental Health Services Utilization Dashboard
4. Community Outreach and Education Dashboard
5. Program Evaluation and Outcome Dashboard

Proposal Templates

For bidding or requesting work, a Public Health 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. Grant Proposal for Community Mental Health Program
2. Funding Proposal for Substance Abuse Prevention Initiative
3. Research Proposal for Maternal and Child Health Study
4. Program Proposal for HIV/AIDS Awareness Campaign
5. Partnership Proposal for Mental Health Services Collaboration

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 Public Health 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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