Looking for Certified Prosthetist/Orthotist Templates to download? See the main templates that a Certified Prosthetist/Orthotist would use in their day-to-day work.
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Certified Prosthetist/Orthotist Templates
Contents
Certified Prosthetist/Orthotist Templates
There is a huge number of templates that someone in the Certified Prosthetist/Orthotist 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 Certified Prosthetist/Orthotist. 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 Form
2. Prescription Form
3. Prosthetic Evaluation Report
4. Orthotic Evaluation Report
5. Prosthetic Device Order Form
6. Orthotic Device Order Form
7. Prosthetic Device Delivery Note
8. Orthotic Device Delivery Note
9. Prosthetic Device Maintenance Log
10. Orthotic Device Maintenance Log
Reports
Reports are often prepared by a Certified Prosthetist/Orthotist 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 Assessment Report
2. Prosthetic Device Fitting Report
3. Orthotic Device Fitting Report
4. Progress Evaluation Report
5. Rehabilitation Plan Report
6. Insurance Claim Report
7. Inventory Management Report
8. Financial Performance Report
9. Quality Assurance Report
10. Research and Development 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 Certified Prosthetist/Orthotist does and how they do it.
1. Patient Assessment SOP
2. Casting and Measurement SOP
3. Prosthetic Fabrication SOP
4. Orthotic Fabrication SOP
5. Fitting and Alignment SOP
6. Gait Training SOP
7. Prosthetic Maintenance SOP
8. Orthotic Maintenance SOP
9. Documentation and Record-Keeping SOP
10. Quality Assurance and Compliance SOP
Presentations
Certified Prosthetist/Orthotist 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. Patient Assessment Template
2. Treatment Plan Template
3. Progress Report Template
4. Research Presentation Template
5. Continuing Education Template
Legal Docs
There are several key times when a Certified Prosthetist/Orthotist 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. Patient Consent Form
2. HIPAA Authorization Form
3. Medical Records Release Form
4. Treatment Plan Agreement Form
5. Insurance Authorization Form
Health & Safety Templates
Health & Safety templates for a Certified Prosthetist/Orthotist 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. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template
Calendars
Setting up Certified Prosthetist/Orthotist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Patient Appointment Calendar
2. Staff Schedule Calendar
3. Equipment Maintenance Calendar
4. Continuing Education Calendar
5. Billing and Payment Calendar
Invoice Templates
Several types of Certified Prosthetist/Orthotist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Prosthetic Invoice
2. Patient Orthotic Invoice
3. Insurance Prosthetic Invoice
4. Insurance Orthotic Invoice
5. Medicare/Medicaid Invoice
Survey Templates
For a Certified Prosthetist/Orthotist to get insights related to the work they do, they need to send out Certified Prosthetist/Orthotist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Product Feedback Survey
3. Referral Source Survey
4. Insurance Coverage Survey
5. Continuing Education Needs Assessment Survey
Meeting Agendas
Having premade Certified Prosthetist/Orthotist 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 Team Meeting
2. Patient Case Review Meeting
3. Supplier Evaluation Meeting
4. Continuing Education Meeting
5. Quality Assurance Meeting
Budget Templates
To manage finances well, a Certified Prosthetist/Orthotist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Staffing and Payroll Budget Template
4. Equipment and Supplies Budget Template
5. Marketing and Advertising Budget Template
Dashboards
Dashboards are a useful way for a Certified Prosthetist/Orthotist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Volume Dashboard
2. Revenue and Billing Dashboard
3. Inventory Management Dashboard
4. Quality Assurance Dashboard
5. Patient Satisfaction Dashboard
Proposal Templates
For bidding or requesting work, a Certified Prosthetist/Orthotist 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 Proposal
2. Rehabilitation Services Proposal
3. Orthotic Devices Proposal
4. Prosthetic Limbs Proposal
5. Research and Development Proposal
Get Your Template Made
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