Substance Abuse Counselor Templates

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

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Substance Abuse Counselor Templates

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

1. Treatment Plan Template
2. Progress Note Template
3. Group Therapy Schedule Template
4. Individual Therapy Schedule Template
5. Discharge Summary Template
6. Case Management Template
7. Medication Log Template
8. Assessment Form Template
9. Psychoeducation Handout Template
10. Treatment Evaluation Template

Reports

Reports are often prepared by a Substance Abuse Counselor 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 Assessment Report
2. Treatment Plan Progress Report
3. Group Therapy Attendance Report
4. Individual Counseling Session Report
5. Medication Administration Report
6. Discharge Summary Report
7. Substance Abuse Education Program Report
8. Relapse Prevention Plan Report
9. Case Management Report
10. Monthly Statistical 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 Substance Abuse Counselor does and how they do it.

1. Initial Assessment SOP
2. Treatment Planning SOP
3. Group Therapy SOP
4. Individual Therapy SOP
5. Crisis Intervention SOP
6. Discharge Planning SOP
7. Medication Management SOP
8. Case Management SOP
9. Progress Note Documentation SOP
10. Confidentiality and HIPAA Compliance SOP

Presentations

Substance Abuse Counselor 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. Group Therapy Session Template
4. Educational Workshop Template
5. Family Counseling Session Template

Legal Docs

There are several key times when a Substance Abuse Counselor 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. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Confidentiality Agreement Form

Health & Safety Templates

Health & Safety templates for a Substance Abuse Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Schedule Calendar
2. Group Therapy Calendar
3. Individual Counseling Calendar
4. Continuing Education Calendar
5. Staff Meeting Calendar

Invoice Templates

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

1. Monthly Counseling Services Invoice
2. Group Therapy Session Invoice
3. Individual Therapy Session Invoice
4. Substance Abuse Assessment Invoice
5. Treatment Plan Review Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Treatment Effectiveness Survey
3. Relapse Prevention Survey
4. Program Evaluation Survey
5. Staff Training Needs Assessment Survey

Meeting Agendas

Having premade Substance Abuse Counselor 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. Treatment Team Meeting
3. Case Review Meeting
4. Supervision Meeting
5. Continuing Education Meeting

Budget Templates

To manage finances well, a Substance Abuse Counselor 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 Tracker
3. Office Supplies and Equipment Budget
4. Continuing Education and Training Budget
5. Marketing and Outreach Budget

Dashboards

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

1. Client Progress Dashboard
2. Treatment Plan Compliance Dashboard
3. Medication Management Dashboard
4. Group Therapy Attendance Dashboard
5. Relapse Prevention Dashboard

Proposal Templates

For bidding or requesting work, a Substance Abuse Counselor 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. Treatment Program Proposal
2. Prevention and Education Proposal
3. Community Outreach Proposal
4. Research and Evaluation Proposal
5. Staff Training and Development 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 Substance Abuse Counselor 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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