Online Templates for Social Worker

Looking for free Social Worker templates to use in your day-to-day work? We’ve provided thousands of free & paid templates to big & small businesses looking to streamline their workflow with powerful, custom templates. See some example Human services templates that we can make below or get in touch with your own template request.

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Social Worker Templates

Are you in the Social Worker role and looking for Human services template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Human services, you’re in the right place. We build powerful online templates for Social Workers like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Human services templates created, get in touch to discuss.

Social Worker Template Examples

1. Case Notes Template: This template is used to document and track the progress of each client’s case. It includes sections for recording client information, assessment details, goals, interventions, and outcomes. The layout typically consists of a header with client details, followed by organized sections for each aspect of the case, allowing social workers to easily update and refer back to the information as needed.

2. Treatment Plan Template: This template is essential for creating individualized treatment plans for clients. It includes sections for identifying client strengths, needs, and goals, as well as strategies and interventions to address those needs. The layout usually begins with client information, followed by sections for goal setting, action steps, and evaluation criteria, ensuring a comprehensive and structured approach to treatment planning.

3. Progress Report Template: This template is used to summarize and communicate a client’s progress to other professionals or stakeholders involved in their care. It typically includes sections for summarizing the client’s current status, achievements, challenges, and future goals. The layout often starts with client details and a brief overview, followed by sections for progress updates and recommendations, allowing for clear and concise reporting.

4. Risk Assessment Template: This template is crucial for assessing and managing potential risks or threats to a client’s well-being. It includes sections for identifying risk factors, evaluating their severity, and developing risk management strategies. The layout generally begins with client information, followed by sections for risk identification, assessment, and intervention planning, ensuring a systematic approach to risk assessment.

5. Referral Template: This template is used when referring clients to other professionals or agencies for specialized services. It includes sections for documenting the reason for referral, client information, and desired outcomes. The layout typically starts with the social worker’s contact information, followed by sections for client details, referral purpose, and any additional information required by the receiving party, facilitating effective communication and collaboration.

6. Assessment Template: This template is utilized to gather comprehensive information about a client’s background, needs, and strengths. It includes sections for collecting demographic data, conducting assessments, and identifying areas of concern. The layout usually begins with client information, followed by sections for assessment tools, observations, and conclusions, ensuring a structured approach to gathering essential information.

7. Discharge Summary Template: This template is used to summarize a client’s progress and outcomes upon completion of their involvement with the social worker. It includes sections for summarizing the client’s achievements, challenges, and recommendations for continued support. The layout generally starts with client details and a brief overview, followed by sections for progress updates, goals achieved, and future recommendations, providing a comprehensive summary of the client’s journey