Dental Therapist Templates

Dental Therapist Templates

There is a huge number of templates that someone in the Dental Therapist 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 Therapist. 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 Treatment Plan
2. Dental Examination Form
3. Dental Charting Template
4. Dental Consent Form
5. Dental Billing Invoice
6. Dental Appointment Schedule
7. Dental Supply Inventory
8. Dental Patient Referral Form
9. Dental Case Presentation Template
10. Dental Continuing Education Log

Reports

Reports are often prepared by a Dental Therapist 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 and Expenses Report
4. Dental Supplies Inventory Report
5. Patient Satisfaction Survey Report
6. Dental Procedures Report
7. Insurance Claims Report
8. Staff Productivity Report
9. Accounts Receivable Report
10. Referral Source 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 Therapist does and how they do it.

1. Patient Appointment Scheduling SOP
2. Dental Examination and Assessment SOP
3. Dental Cleaning and Polishing SOP
4. Dental X-ray Imaging SOP
5. Dental Fillings and Restorations SOP
6. Dental Extractions SOP
7. Dental Crown and Bridge Placement SOP
8. Dental Prophylaxis and Fluoride Treatment SOP
9. Dental Sealant Application SOP
10. Dental Patient Education and Oral Hygiene Instruction SOP

Presentations

Dental Therapist 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. Treatment Plan Presentation Template
3. Dental Hygiene Tips Template
4. Oral Health Awareness Template
5. Dental Procedure Explanation Template

Legal Docs

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

Health & Safety Templates

Health & Safety templates for a Dental Therapist 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. Emergency Evacuation Plan Template
5. Infection Control Audit Template

Calendars

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

1. Appointment Calendar
2. Treatment Schedule Calendar
3. Continuing Education Calendar
4. Staff Meeting Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Patient Treatment Invoice
2. Insurance Claim Invoice
3. Dental Supplies Invoice
4. Dental Equipment Invoice
5. Consultation Fee Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Dental Treatment Experience Survey
3. Oral Health Awareness Survey
4. Appointment Scheduling Survey
5. Dental Insurance Satisfaction Survey

Meeting Agendas

Having premade Dental Therapist 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. Clinical Team Meeting
3. Continuing Education Meeting
4. Patient Care Review Meeting
5. Practice Growth and Marketing Meeting

Budget Templates

To manage finances well, a Dental Therapist 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 Dental Therapist 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. Revenue and Expenses Dashboard
4. Patient Satisfaction Dashboard
5. Dental Equipment Inventory Dashboard

Proposal Templates

For bidding or requesting work, a Dental Therapist 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 Treatment Proposal
2. Dental Hygiene Education Proposal
3. Dental Equipment Upgrade Proposal
4. Community Outreach Dental Program Proposal
5. Dental Research and Development 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 Therapist 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.