Dtr Templates

Dtr Templates

There is a huge number of templates that someone in the Dtr 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 Dtr. 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 Assessment Template
2. Treatment Plan Template
3. Progress Notes Template
4. Medication Administration Record Template
5. Discharge Summary Template
6. Incident Report Template
7. Staff Schedule Template
8. Budget Spreadsheet Template
9. Quality Improvement Report Template
10. Training Evaluation Template

Reports

Reports are often prepared by a Dtr 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 Admission Report
2. Patient Discharge Report
3. Patient Census Report
4. Medication Inventory Report
5. Revenue and Billing Report
6. Staff Productivity Report
7. Quality Assurance Report
8. Patient Satisfaction Report
9. Equipment Maintenance Report
10. Compliance Audit 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 Dtr does and how they do it.

1. Patient Admission SOP
2. Medical Records Management SOP
3. Infection Control SOP
4. Medication Administration SOP
5. Patient Assessment SOP
6. Discharge Planning SOP
7. Quality Assurance SOP
8. Emergency Response SOP
9. Staff Training and Development SOP
10. Equipment Maintenance SOP

Presentations

Dtr 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 Performance Review Template
2. Patient Satisfaction Survey Results Template
3. Staff Training and Development Template
4. Financial Analysis and Forecasting Template
5. Quality Improvement Initiatives Template

Legal Docs

There are several key times when a Dtr 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 Records Release Form
3. HIPAA Authorization Form
4. Treatment Agreement Form
5. Health Insurance Claim Form

Health & Safety Templates

Health & Safety templates for a Dtr 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. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Continuing Education Calendar
5. Quality Improvement Calendar

Invoice Templates

Several types of Dtr 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. Medicare Invoice
4. Medicaid Invoice
5. Private Pay Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Employee Engagement Survey
3. Healthcare Provider Evaluation Survey
4. Health and Wellness Assessment Survey
5. Healthcare Service Utilization Survey

Meeting Agendas

Having premade Dtr 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. Departmental Performance Review Meeting
3. Quality Improvement Meeting
4. Patient Care Committee Meeting
5. Continuing Education and Training Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Variance Analysis Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Patient Satisfaction Dashboard
3. Quality Improvement Dashboard
4. Operational Efficiency Dashboard
5. Physician Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Dtr 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 Research Proposal
2. Funding Proposal for New Equipment
3. Proposal for Staff Training and Development
4. Proposal for Community Outreach Program
5. Proposal for Quality Improvement Initiative

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 Dtr 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.