Therapist’s Assistant Templates

Therapist’s Assistant Templates

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

1. Patient Assessment Template
2. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. Medication Administration Record Template
6. Daily Schedule Template
7. Attendance Log Template
8. Insurance Claim Form Template
9. Informed Consent Template
10. Staff Meeting Agenda Template

Reports

Reports are often prepared by a Therapist’s Assistant 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. Therapy Session Attendance Report
3. Insurance Claims Report
4. Equipment Inventory Report
5. Therapy Evaluation Report
6. Medication Administration Report
7. Patient Discharge Summary Report
8. Therapy Treatment Plan Report
9. Staff Training Report
10. Monthly Revenue 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’s Assistant does and how they do it.

1. Patient Assessment SOP
2. Treatment Planning SOP
3. Therapy Session Documentation SOP
4. Patient Progress Evaluation SOP
5. Equipment Maintenance SOP
6. Infection Control SOP
7. Patient Confidentiality SOP
8. Emergency Response SOP
9. Discharge Planning SOP
10. Continuing Education SOP

Presentations

Therapist’s Assistant 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 Patient Progress Report
2. Therapy Techniques and Exercises Overview
3. Treatment Plan Review and Updates
4. Therapist’s Assistant Training and Development
5. Patient Education and Resources Update

Legal Docs

There are several key times when a Therapist’s Assistant 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. Release of Information Form
5. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Therapist’s Assistant 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 Evacuation Plan Template

Calendars

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

1. Monthly Appointment Calendar
2. Patient Schedule Calendar
3. Therapy Session Calendar
4. Staff Meeting Calendar
5. Continuing Education Calendar

Invoice Templates

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

1. Patient Therapy Invoice
2. Insurance Billing Invoice
3. Medicare Reimbursement Invoice
4. Medicaid Billing Invoice
5. Private Pay Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Therapy Effectiveness Survey
3. Staff Performance Survey
4. Facility Cleanliness Survey
5. Appointment Scheduling Survey

Meeting Agendas

Having premade Therapist’s Assistant 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. Staff Training Meeting
4. Patient Progress Meeting
5. Interdisciplinary Meeting

Budget Templates

To manage finances well, a Therapist’s Assistant 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. Savings Goal Template
4. Debt Repayment Template
5. Healthcare Expenses Template

Dashboards

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

1. Patient Progress Dashboard
2. Appointment Schedule Dashboard
3. Therapy Session Tracker Dashboard
4. Medication Management Dashboard
5. Insurance Claims Dashboard

Proposal Templates

For bidding or requesting work, a Therapist’s Assistant 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 Therapy Program Proposal
2. Equipment Upgrade Proposal
3. Staff Training Proposal
4. Community Outreach Proposal
5. Research 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 Therapist’s Assistant 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.