Diabetes Educator Templates

Diabetes Educator Templates

There is a huge number of templates that someone in the Diabetes Educator 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 Diabetes Educator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Patient Progress Report
2. Blood Glucose Log
3. Meal Plan Template
4. Medication Tracker
5. Exercise Log
6. Diabetes Education Presentation
7. Insulin Dose Adjustment Worksheet
8. Diabetes Risk Assessment Form
9. Patient Satisfaction Survey
10. Monthly Budget Spreadsheet

Reports

Reports are often prepared by a Diabetes Educator 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 Blood Glucose Levels Report
2. Medication Adherence Report
3. Patient Education Attendance Report
4. Insulin Pump Usage Report
5. Diabetes Complications Report
6. Patient Diet and Exercise Report
7. Blood Pressure Monitoring Report
8. Patient Satisfaction Survey Report
9. Diabetes Education Program Evaluation 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 Diabetes Educator does and how they do it.

1. Patient Assessment SOP
2. Blood Glucose Monitoring SOP
3. Insulin Administration SOP
4. Nutrition Counseling SOP
5. Exercise Counseling SOP
6. Medication Management SOP
7. Foot Care SOP
8. Diabetes Complication Prevention SOP
9. Self-Care Education SOP
10. Follow-Up Care SOP

Presentations

Diabetes Educator 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 Diabetes Education Overview
2. Blood Glucose Monitoring Techniques
3. Healthy Eating for Diabetes Management
4. Exercise and Physical Activity for Diabetes Control
5. Medication Management and Insulin Administration

Legal Docs

There are several key times when a Diabetes Educator 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. Medical Release Form
3. Treatment Plan Template
4. HIPAA Authorization Form
5. Diabetes Education Program Agreement

Health & Safety Templates

Health & Safety templates for a Diabetes Educator 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. Emergency Response Plan Template
4. Training Attendance Record Template
5. Equipment Inspection Checklist Template

Calendars

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

1. Monthly Appointment Calendar
2. Blood Sugar Tracking Calendar
3. Meal Planning Calendar
4. Exercise and Physical Activity Calendar
5. Medication and Insulin Schedule Calendar

Invoice Templates

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

1. Monthly Consultation Invoice
2. Diabetes Education Workshop Invoice
3. Insulin Pump Training Invoice
4. Continuous Glucose Monitoring (CGM) Session Invoice
5. Diabetes Management Plan Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Diabetes Management Survey
3. Medication Adherence Survey
4. Lifestyle and Diet Survey
5. Diabetes Education Program Evaluation Survey

Meeting Agendas

Having premade Diabetes Educator 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 Education Meeting
3. Diabetes Support Group Meeting
4. Interdisciplinary Team Meeting
5. Professional Development Meeting

Budget Templates

To manage finances well, a Diabetes Educator 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. Medical Supplies Budget Template
4. Education and Training Budget Template
5. Marketing and Outreach Budget Template

Dashboards

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

1. Patient Progress Dashboard
2. Blood Glucose Monitoring Dashboard
3. Medication Adherence Dashboard
4. Nutrition and Meal Planning Dashboard
5. Physical Activity and Exercise Dashboard

Proposal Templates

For bidding or requesting work, a Diabetes Educator 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 Diabetes Education Program Proposal
2. Diabetes Prevention Workshop Proposal
3. Diabetes Management Support Group Proposal
4. Community Outreach and Awareness Campaign Proposal
5. Diabetes Research Funding 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 Diabetes Educator 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.