Speech Clinician Templates

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

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Speech Clinician Templates

There is a huge number of templates that someone in the Speech Clinician 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 Speech Clinician. 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 Progress Report
2. Individualized Education Program (IEP)
3. Speech Therapy Session Plan
4. Assessment Summary
5. Therapy Attendance Log
6. Parent Communication Log
7. Speech and Language Evaluation Report
8. Treatment Plan
9. Discharge Summary
10. Professional Development Log


Reports are often prepared by a Speech Clinician 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. Caseload Summary Report
3. Therapy Session Attendance Report
4. Billing and Reimbursement Report
5. Speech Assessment Results Report
6. Individualized Education Program (IEP) Compliance Report
7. Therapy Materials Inventory Report
8. Referral Source Analysis Report
9. Staff Productivity Report
10. Quality Assurance 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 Speech Clinician does and how they do it.

1. Initial Assessment SOP
2. Treatment Planning SOP
3. Therapy Session Documentation SOP
4. Progress Monitoring SOP
5. Discharge Planning SOP
6. Parent/Caregiver Education SOP
7. Equipment Maintenance SOP
8. Infection Control SOP
9. Continuing Education SOP
10. Quality Assurance SOP


Speech Clinician 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. Therapy Plan Presentation Template
3. Research Findings Presentation Template
4. Training Workshop Presentation Template
5. Patient Education Presentation Template

Legal Docs

There are several key times when a Speech Clinician 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. Progress Report Template
4. Release of Information Template
5. Individualized Education Program (IEP) Template

Health & Safety Templates

Health & Safety templates for a Speech Clinician 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. Infection Control Audit Template


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

1. Monthly Schedule Calendar
2. Therapy Session Calendar
3. Staff Meeting Calendar
4. Continuing Education Calendar
5. Progress Tracking Calendar

Invoice Templates

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

1. Monthly Therapy Services Invoice
2. Insurance Claims Invoice
3. Medicaid Billing Invoice
4. Private Pay Invoice
5. School District Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Speech Therapy Effectiveness Survey
3. Communication Skills Assessment Survey
4. Speech Clinician Performance Evaluation Survey
5. Therapy Program Feedback Survey

Meeting Agendas

Having premade Speech Clinician 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. Team Collaboration Meeting
2. Individual Assessment Meeting
3. Progress Review Meeting
4. Treatment Planning Meeting
5. Professional Development Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Patient Billing Template
4. Therapy Supplies Budget Template
5. Professional Development Budget Template


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

1. Patient Progress Dashboard
2. Therapy Session Tracker Dashboard
3. Billing and Payment Dashboard
4. Appointment Scheduler Dashboard
5. Performance Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Speech Clinician 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 Speech Therapy Program Proposal
2. New Equipment and Technology Proposal
3. Professional Development and Training Proposal
4. Community Outreach and Education Proposal
5. Research and Evidence-Based Practice 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 Speech Clinician 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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