Dental Secretary Templates

Dental Secretary Templates

There is a huge number of templates that someone in the Dental Secretary 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 Secretary. 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. Dental Treatment Plan
3. Insurance Claim Form
4. Patient Information Sheet
5. Dental Billing Statement
6. Dental Supply Inventory
7. Staff Schedule
8. Monthly Expense Report
9. Patient Consent Form
10. Dental Procedure Log

Reports

Reports are often prepared by a Dental Secretary 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. Monthly Patient Appointment Report
2. Insurance Claims Report
3. Accounts Receivable Report
4. Treatment Plan Report
5. Monthly Revenue Report
6. Inventory Report
7. Staff Attendance Report
8. Patient Satisfaction Survey Report
9. Marketing Campaign Performance Report
10. Monthly Expenses 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 Secretary does and how they do it.

1. Appointment scheduling SOP
2. Patient check-in and check-out SOP
3. Insurance verification and billing SOP
4. Medical records management SOP
5. Inventory management SOP
6. Patient communication SOP
7. HIPAA compliance SOP
8. Staff training and development SOP
9. Facility maintenance and cleaning SOP
10. Emergency response and safety SOP

Presentations

Dental Secretary 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 Financial Report Template
2. Staff Meeting Agenda Template
3. Patient Satisfaction Survey Template
4. Dental Treatment Plan Template
5. Insurance Claims Template

Legal Docs

There are several key times when a Dental Secretary 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. Medical History Form
3. Insurance Verification Form
4. HIPAA Authorization Form
5. Treatment Plan Agreement Form

Health & Safety Templates

Health & Safety templates for a Dental Secretary ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Health and Safety Training Attendance Record Template

Calendars

Setting up Dental Secretary 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. Billing and Payment Calendar
5. Continuing Education Calendar

Invoice Templates

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

1. Patient Invoice – This invoice is used to bill patients for dental services rendered during their visit. It includes details such as the date of service, type of service, and cost.

2. Insurance Invoice – This invoice is used to bill insurance companies for dental services provided to patients who have dental insurance. It includes details such as the patient’s insurance information, date of service, type of service, and cost.

3. Supply Invoice – This invoice is used to bill the dental office’s suppliers for dental supplies and equipment purchased for the office. It includes details such as the supplier’s information, date of purchase, item description, and cost.

4. Rent Invoice – This invoice is used to bill the dental office’s landlord for monthly rent. It includes details such as the office’s address, rental period, and amount due.

5. Utility Invoice – This invoice is used to bill the dental office for monthly utilities such as electricity, water, and gas. It includes details such as the billing period

Survey Templates

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

1. Patient Satisfaction Survey
2. Appointment Scheduling Survey
3. Insurance Verification Survey
4. Dental Treatment Survey
5. Office Cleanliness Survey

Meeting Agendas

Having premade Dental Secretary 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 Scheduling Meeting
3. Financial Review Meeting
4. Continuing Education Planning Meeting
5. Office Supplies and Inventory Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Supplies and Inventory Budget Template
4. Marketing and Advertising Budget Template
5. Equipment and Maintenance Budget Template

Dashboards

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

1. Monthly Appointment Dashboard
2. Patient Billing Dashboard
3. Insurance Claims Dashboard
4. Inventory Management Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Dental Secretary 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 Supply Proposal
2. Staff Training and Development Proposal
3. Equipment Upgrade Proposal
4. Marketing and Advertising Proposal
5. Patient Satisfaction Improvement 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 Secretary 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.