Therapy Aide Templates

Therapy Aide Templates

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

1. Daily Patient Schedule
2. Therapy Progress Notes
3. Patient Assessment Form
4. Therapy Treatment Plan
5. Weekly Therapy Schedule
6. Patient Discharge Summary
7. Therapy Equipment Inventory
8. Monthly Therapy Statistics Report
9. Therapy Attendance Log
10. Therapy Incident Report

Reports

Reports are often prepared by a Therapy Aide 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. Equipment Inventory Report
4. Therapy Supplies Usage Report
5. Patient Satisfaction Survey Report
6. Therapy Aide Workload Report
7. Therapy Aide Training Report
8. Therapy Aide Performance Evaluation Report
9. Therapy Aide Schedule Report
10. Therapy Aide Expense 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 Therapy Aide does and how they do it.

1. Patient Intake SOP
2. Therapy Equipment Cleaning SOP
3. Therapy Session Preparation SOP
4. Patient Assessment SOP
5. Therapy Documentation SOP
6. Therapy Exercise Instruction SOP
7. Patient Safety SOP
8. Therapy Progress Tracking SOP
9. Therapy Discharge SOP
10. Therapy Aide Training SOP

Presentations

Therapy Aide 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. Patient Assessment Template
3. Treatment Plan Template
4. Therapy Session Notes Template
5. Staff Training Presentation Template

Legal Docs

There are several key times when a Therapy Aide 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 Note Template
4. Discharge Summary Template
5. HIPAA Release Form Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Communication Program Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Therapy Group Schedule Calendar
4. Training and Continuing Education Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Patient Therapy Services Invoice
2. Insurance Claims Invoice
3. Medicare/Medicaid Invoice
4. Private Pay Invoice
5. Equipment Rental Invoice

Survey Templates

For a Therapy Aide to get insights related to the work they do, they need to send out Therapy Aide 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. Equipment Maintenance Survey

Meeting Agendas

Having premade Therapy Aide 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. Staff Meeting
2. Treatment Planning Meeting
3. Case Review Meeting
4. In-Service Training Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Therapy Aide 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 and Investment Tracker
4. Debt Repayment Plan Template
5. Healthcare Expenses Tracker

Dashboards

Dashboards are a useful way for a Therapy Aide 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 Schedule Dashboard
3. Equipment Inventory Dashboard
4. Therapy Goals Achievement Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Therapy Aide 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 and Supplies Proposal
3. Staff Training and Development Proposal
4. Patient Outreach and Engagement Proposal
5. Facility Improvement 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 Therapy Aide 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.