Therapist Templates

Therapist Templates

There is a huge number of templates that someone in the 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 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. Monthly Therapy Schedule
2. Patient Intake Form
3. Treatment Plan Template
4. Progress Notes Template
5. Insurance Claim Form
6. Therapy Evaluation Form
7. Group Therapy Attendance Sheet
8. Therapy Invoice Template
9. Therapy Referral Form
10. Therapy Outcome Measures Template

Reports

Reports are often prepared by a 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. Patient Progress Report
2. Treatment Plan Review
3. Insurance Claims Report
4. Billing and Payment Summary
5. Referral Analysis Report
6. Staff Productivity Report
7. Patient Satisfaction Survey Results
8. Medication Inventory Report
9. Therapy Session Attendance Report
10. Monthly Revenue and 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 Therapist 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. Progress Note Documentation SOP
7. Discharge Planning SOP
8. Case Consultation SOP
9. Continuing Education SOP
10. Quality Assurance SOP

Presentations

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 Therapy Progress Report
2. Therapist Training and Development
3. Patient Education and Awareness
4. Therapist Team Meeting Agenda
5. Therapist Performance Evaluation

Legal Docs

There are several key times when a 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. 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 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. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Appointment Calendar
2. Treatment Plan Calendar
3. Group Therapy Calendar
4. Continuing Education Calendar
5. Billing and Payment Calendar

Invoice Templates

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

1. Client Therapy Invoice
2. Insurance Billing Invoice
3. Medicare/Medicaid Invoice
4. Employee Reimbursement Invoice
5. Consultation Services Invoice

Survey Templates

For a Therapist to get insights related to the work they do, they need to send out 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. Therapist Performance Evaluation Survey
4. Appointment Scheduling Survey
5. Mental Health Needs Assessment Survey

Meeting Agendas

Having premade 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. Team Meeting
2. Case Review Meeting
3. Supervision Meeting
4. Staff Training Meeting
5. Interdisciplinary Meeting

Budget Templates

To manage finances well, a Therapist 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. Client Billing Template
4. Savings and Investment Tracker Template
5. Debt Repayment Plan Template

Dashboards

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

1. Patient Progress Dashboard
2. Appointment Scheduling Dashboard
3. Revenue and Billing Dashboard
4. Treatment Plan Dashboard
5. Referral Tracking Dashboard

Proposal Templates

For bidding or requesting work, a 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. Individual Therapy Proposal
2. Group Therapy Proposal
3. Couples Counseling Proposal
4. Family Therapy Proposal
5. Mental Health Workshop 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 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.