Wardsperson Templates

Wardsperson Templates

There is a huge number of templates that someone in the Wardsperson 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 Wardsperson. 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 Admission Form
2. Patient Discharge Summary
3. Patient Transfer Request
4. Daily Patient Census Report
5. Equipment Maintenance Log
6. Incident Report Form
7. Inventory Requisition Form
8. Staff Roster
9. Patient Meal Order Form
10. Patient Feedback Survey

Reports

Reports are often prepared by a Wardsperson 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 Census Report
2. Medication Inventory Report
3. Equipment Maintenance Report
4. Incident Report
5. Infection Control Report
6. Patient Satisfaction Survey Report
7. Staff Attendance Report
8. Quality Assurance Report
9. Patient Discharge Summary Report
10. Workload Analysis 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 Wardsperson does and how they do it.

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Presentations

Wardsperson 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 Ward Performance Report
2. Patient Satisfaction Survey Results
3. Staff Training and Development Plan
4. Equipment Inventory and Maintenance Report
5. Ward Budget and Expenditure Analysis

Legal Docs

There are several key times when a Wardsperson 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. Patient Information Release Form Template
3. HIPAA Authorization Form Template
4. Incident Report Form Template
5. Medical Records Request Form Template

Health & Safety Templates

Health & Safety templates for a Wardsperson 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. Workplace Inspection Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Wardsperson 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. Medication Administration Calendar
4. Equipment Maintenance Calendar
5. Training and Education Calendar

Invoice Templates

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

1. Patient Services Invoice
2. Medical Supplies Invoice
3. Equipment Rental Invoice
4. Transportation Services Invoice
5. Consultation Fees Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Feedback Survey
3. Equipment and Supplies Evaluation Survey
4. Infection Control Compliance Survey
5. Workplace Safety Survey

Meeting Agendas

Having premade Wardsperson 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. Quality Improvement Meeting
3. Patient Care Review Meeting
4. Equipment and Supplies Inventory Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Budget Template
3. Savings Budget Template
4. Debt Repayment Budget Template
5. Healthcare Expenses Budget Template

Dashboards

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

1. Patient Census Dashboard
2. Equipment Inventory Dashboard
3. Medication Administration Dashboard
4. Infection Control Dashboard
5. Patient Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Wardsperson 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 Equipment Upgrade Proposal
2. Staff Training and Development Proposal
3. Patient Experience Improvement Proposal
4. Cost Reduction and Efficiency Proposal
5. Safety and Risk Management 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 Wardsperson 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.