Looking for Certified Surgical Technologist Templates to download? See the main templates that a Certified Surgical Technologist would use in their day-to-day work.
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Certified Surgical Technologist Templates
Contents
Certified Surgical Technologist Templates
There is a huge number of templates that someone in the Certified Surgical Technologist 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 Surgical Technologist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Surgical Procedure Checklist
2. Surgical Instrument Inventory
3. Patient Consent Form
4. Surgical Case Report
5. Surgical Equipment Maintenance Log
6. Surgical Supply Requisition Form
7. Surgical Team Schedule
8. Surgical Instrument Sterilization Log
9. Surgical Procedure Cost Analysis
10. Surgical Incident Report
Reports
Reports are often prepared by a Certified Surgical Technologist 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. Surgical Procedure Report
2. Operating Room Utilization Report
3. Surgical Instrument Inventory Report
4. Surgical Supplies Usage Report
5. Surgical Equipment Maintenance Report
6. Surgical Infection Control Report
7. Surgical Patient Outcome Report
8. Surgical Staff Performance Report
9. Surgical Safety Incident Report
10. Surgical Cost 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 Certified Surgical Technologist does and how they do it.
1. Preoperative Patient Preparation SOP
2. Sterilization and Disinfection SOP
3. Surgical Instrument Handling SOP
4. Operating Room Setup SOP
5. Surgical Equipment Maintenance SOP
6. Surgical Site Infection Prevention SOP
7. Anesthesia Equipment Handling SOP
8. Surgical Team Communication SOP
9. Postoperative Patient Care SOP
10. Emergency Response and Crisis Management SOP
Presentations
Certified Surgical Technologist 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 Surgical Equipment Update
2. Surgical Procedure Guidelines
3. Surgical Team Training
4. Patient Safety Measures
5. Surgical Technology Advancements
Legal Docs
There are several key times when a Certified Surgical Technologist 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. Surgical Procedure Consent Form
3. Patient Health Information Release Form
4. Surgical Instrument Sterilization Log
5. Surgical Site Verification Checklist
Health & Safety Templates
Health & Safety templates for a Certified Surgical Technologist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Hazard Assessment Template
3. Personal Protective Equipment (PPE) Checklist Template
4. Emergency Response Plan Template
5. Infection Control Audit Template
Calendars
Setting up Certified Surgical Technologist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Surgery Schedule Calendar
2. On-call Schedule Calendar
3. Continuing Education Calendar
4. Staff Meeting Calendar
5. Equipment Maintenance Calendar
Invoice Templates
Several types of Certified Surgical Technologist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Surgical Supply Invoice
2. Operating Room Equipment Invoice
3. Surgical Instrument Invoice
4. Anesthesia Supplies Invoice
5. Sterilization and Disinfection Invoice
Survey Templates
For a Certified Surgical Technologist to get insights related to the work they do, they need to send out Certified Surgical Technologist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Surgical Team Performance Survey
3. Equipment and Instrument Evaluation Survey
4. Continuing Education Needs Assessment Survey
5. Workplace Safety and Compliance Survey
Meeting Agendas
Having premade Certified Surgical Technologist 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. Surgical Team Huddle
3. Equipment and Supplies Review
4. Quality Improvement Meeting
5. Continuing Education Session
Budget Templates
To manage finances well, a Certified Surgical Technologist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Medical Expenses Budget Template
5. Professional Development Budget Template
Dashboards
Dashboards are a useful way for a Certified Surgical Technologist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Surgical Procedure Efficiency Dashboard
2. Patient Safety and Infection Control Dashboard
3. Surgical Instrument Inventory Dashboard
4. Operating Room Utilization Dashboard
5. Surgical Team Performance Dashboard
Proposal Templates
For bidding or requesting work, a Certified Surgical Technologist 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. Equipment Upgrade Proposal
2. Staff Training Proposal
3. Surgical Supplies Proposal
4. Operating Room Efficiency Proposal
5. Patient Safety 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 Certified Surgical Technologist 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.
