Dental Nurse Templates

Dental Nurse Templates

There is a huge number of templates that someone in the Dental Nurse 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 Dental Nurse. 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 Appointment Schedule
2. Treatment Plan Template
3. Dental Charting Spreadsheet
4. Medical History Form
5. Dental Supply Inventory Spreadsheet
6. Patient Consent Form
7. Dental Procedure Cost Estimate Template
8. Dental Insurance Claim Form
9. Staff Roster Template
10. Monthly Expense Report

Reports

Reports are often prepared by a Dental Nurse 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 Appointment Schedule Report
2. Treatment Plan Report
3. Patient Billing Report
4. Insurance Claim Report
5. Inventory Report
6. Staff Time Sheet Report
7. Patient Satisfaction Survey Report
8. Equipment Maintenance Report
9. Revenue Report
10. Patient Referral 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 Dental Nurse does and how they do it.

1. Patient Appointment Scheduling
2. Dental Equipment Sterilization
3. Dental Chair Setup and Preparation
4. Dental X-ray Procedure
5. Dental Instrument Handling and Maintenance
6. Dental Patient Check-in and Registration
7. Dental Treatment Plan Documentation
8. Dental Material Inventory Management
9. Dental Emergency Protocol
10. Dental Clinic Closing Procedures

Presentations

Dental Nurse 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 Patient Education Template
2. Dental Procedure Overview Template
3. Oral Hygiene Tips Template
4. Dental Health Statistics Template
5. Team Training and Development Template

Legal Docs

There are several key times when a Dental Nurse 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. Medical History Form Template
3. Treatment Plan Template
4. Dental Records Template
5. HIPAA Release Form Template

Health & Safety Templates

Health & Safety templates for a Dental Nurse 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. Personal Protective Equipment (PPE) Checklist Template
4. Fire Safety Inspection Template
5. Infection Control Audit Template

Calendars

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

1. Appointment Calendar
2. Staff Schedule Calendar
3. Patient Reminder Calendar
4. Continuing Education Calendar
5. Equipment Maintenance Calendar

Invoice Templates

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

1. Patient Treatment Invoice
2. Dental Supplies Invoice
3. Dental Equipment Invoice
4. Insurance Claims Invoice
5. Dental Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Dental Procedure Feedback Survey
3. Appointment Scheduling Survey
4. Dental Hygiene Survey
5. Staff Performance Evaluation Survey

Meeting Agendas

Having premade Dental Nurse 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. Patient Care Review Meeting
3. Equipment and Supplies Inventory Meeting
4. Continuing Education and Training Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Dental Nurse 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. Personal Spending Budget Template
5. Annual Budget Template

Dashboards

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

1. Patient Appointment Dashboard
2. Treatment Plan Dashboard
3. Dental Inventory Dashboard
4. Patient Satisfaction Dashboard
5. Revenue and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Dental Nurse 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 Dental Equipment Proposal
2. Dental Supplies and Consumables Proposal
3. Staff Training and Development Proposal
4. Dental Clinic Renovation Proposal
5. Patient Education and Awareness 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 Dental Nurse 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.