Dental Specialist Templates

Dental Specialist Templates

There is a huge number of templates that someone in the Dental Specialist 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 Specialist. 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 Information Form
2. Treatment Consent Form
3. Dental Examination Report
4. Treatment Plan Template
5. Dental Invoice Template
6. Dental Charting Template
7. Referral Letter Template
8. Dental Supply Order Form
9. Dental Lab Prescription Template
10. Monthly Financial Report Template

Reports

Reports are often prepared by a Dental Specialist 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 Report
2. Treatment Plan Report
3. Revenue Report
4. Insurance Claims Report
5. Inventory Report
6. Accounts Receivable Report
7. Referral Report
8. Patient Satisfaction Survey Report
9. Staff Productivity Report
10. Equipment Maintenance 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 Specialist does and how they do it.

1. Patient Appointment Scheduling SOP
2. Dental Examination and Diagnosis SOP
3. Dental Treatment Planning SOP
4. Dental X-ray and Imaging SOP
5. Dental Cleaning and Scaling SOP
6. Dental Fillings and Restorations SOP
7. Dental Extraction and Oral Surgery SOP
8. Dental Prosthodontics and Implants SOP
9. Dental Orthodontics and Braces SOP
10. Dental Emergency Management SOP

Presentations

Dental Specialist 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 Statistics
2. Treatment Plan Overview
3. Dental Hygiene Education
4. Staff Training and Development
5. Dental Technology Updates

Legal Docs

There are several key times when a Dental Specialist 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. Treatment Plan Agreement
4. HIPAA Authorization Form
5. Dental Insurance Claim Form

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Appointment Calendar
2. Patient Schedule Calendar
3. Staff Schedule Calendar
4. Continuing Education Calendar
5. Marketing Calendar

Invoice Templates

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

1. Patient Invoice
2. Insurance Invoice
3. Supplier Invoice
4. Equipment Invoice
5. Service Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Dental Treatment Effectiveness Survey
3. Appointment Scheduling Survey
4. Dental Insurance Coverage Survey
5. Dental Hygiene Practices Survey

Meeting Agendas

Having premade Dental Specialist 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. Case Review Meeting
3. Continuing Education Meeting
4. Marketing Strategy Meeting
5. Patient Feedback Meeting

Budget Templates

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

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

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Dental Specialist 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. Dental Implant Proposal
2. Orthodontic Treatment Proposal
3. Periodontal Disease Treatment Proposal
4. Cosmetic Dentistry Proposal
5. Oral Surgery 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 Specialist 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.