Shiatsu Therapist Templates

Shiatsu Therapist Templates

There is a huge number of templates that someone in the Shiatsu Therapist 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 Shiatsu Therapist. 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. Appointment Schedule
4. Invoice Template
5. Receipt Template
6. Marketing Plan Template
7. Expense Tracker Spreadsheet
8. Income Statement Template
9. Client Feedback Form
10. Continuing Education Log

Reports

Reports are often prepared by a Shiatsu Therapist 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 Revenue Report
2. Client Attendance Report
3. Treatment Effectiveness Report
4. Inventory Report
5. Marketing Campaign Performance Report
6. Staff Productivity Report
7. Client Feedback Report
8. Appointment Scheduling Report
9. Referral Source Report
10. Expenses Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Shiatsu Therapist does and how they do it.

1. Client Intake SOP
2. Treatment Room Setup SOP
3. Shiatsu Technique SOP
4. Client Assessment SOP
5. Treatment Plan SOP
6. Client Follow-up SOP
7. Appointment Scheduling SOP
8. Equipment Maintenance SOP
9. Health and Safety SOP
10. Documentation and Record-keeping SOP

Presentations

Shiatsu Therapist 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 Client Progress Report
2. Introduction to Shiatsu Therapy
3. Benefits of Shiatsu for Stress Relief
4. Techniques and Tools in Shiatsu Therapy
5. Shiatsu for Common Ailments

Legal Docs

There are several key times when a Shiatsu Therapist 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
2. Health History Form
3. Treatment Agreement
4. Release of Liability Form
5. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Shiatsu Therapist 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. First Aid Kit Checklist Template
4. Fire Safety Inspection Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Appointment Calendar
2. Client Schedule Calendar
3. Marketing Calendar
4. Continuing Education Calendar
5. Personal Wellness Calendar

Invoice Templates

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

1. Client Invoice: This invoice is used to bill individual clients for the shiatsu therapy sessions they have received during the month.
2. Insurance Invoice: This invoice is used to bill insurance companies for the shiatsu therapy sessions provided to clients who have insurance coverage.
3. Referral Invoice: This invoice is used to bill other healthcare professionals or organizations who have referred clients to the shiatsu therapist for treatment.
4. Workshop Invoice: This invoice is used to bill participants for any workshops or training sessions conducted by the shiatsu therapist during the month.
5. Supplier Invoice: This invoice is used to bill suppliers for any products or materials purchased by the shiatsu therapist for use in their practice

Survey Templates

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

1. Patient Satisfaction Survey
2. Treatment Effectiveness Survey
3. Appointment Booking Experience Survey
4. Staff Performance Survey
5. Facility Cleanliness Survey

Meeting Agendas

Having premade Shiatsu Therapist 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 Staff Meeting
2. Client Intake Meeting
3. Treatment Planning Meeting
4. Continuing Education Meeting
5. Marketing and Promotion Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Business Expenses Tracker

Dashboards

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

1. Client Appointment Dashboard
2. Revenue and Expenses Dashboard
3. Client Feedback Dashboard
4. Marketing Campaign Dashboard
5. Inventory and Supplies Dashboard

Proposal Templates

For bidding or requesting work, a Shiatsu Therapist 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 Shiatsu Therapy Proposal
2. Wellness Program Proposal
3. Corporate Stress Management Proposal
4. Pain Management Proposal
5. Holistic Health Retreat 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 Shiatsu Therapist 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.