Medical Illustrator Templates

There is a huge number of templates that someone in the Medical Illustrator 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 Medical Illustrator. 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 Consent Form
2. Anatomy Illustration Template
3. Surgical Procedure Illustration Template
4. Medical Diagram Template
5. Medical Poster Template
6. Medical Brochure Template
7. Medical Presentation Template
8. Medical Report Template
9. Medical Newsletter Template
10. Medical Website Design Template

Reports

Reports are often prepared by a Medical Illustrator 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 Revenue Report
2. Project Status Report
3. Client Satisfaction Report
4. Resource Utilization Report
5. Artwork Production Report
6. Quality Assurance Report
7. Marketing Campaign Performance Report
8. Competitor Analysis Report
9. Training and Development Report
10. Inventory Management 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 Medical Illustrator does and how they do it.

1. Client Consultation SOP
2. Research and Reference Gathering SOP
3. Sketching and Concept Development SOP
4. Digital Rendering SOP
5. Anatomy and Medical Accuracy Check SOP
6. Review and Feedback Incorporation SOP
7. Final Artwork Preparation SOP
8. File Organization and Naming SOP
9. Printing and Delivery SOP
10. Project Documentation and Archiving SOP

Presentations

Medical Illustrator 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. Anatomy and Physiology Presentation Template
2. Surgical Procedures Presentation Template
3. Medical Device Demonstration Presentation Template
4. Disease and Pathology Presentation Template
5. Medical Research Findings Presentation Template

Legal Docs

There are several key times when a Medical Illustrator 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. Non-Disclosure Agreement (NDA)
2. Copyright Assignment Agreement
3. Work-for-Hire Agreement
4. Model Release Form
5. License Agreement

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Template
3. Risk Assessment Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Project Calendar
2. Editorial Calendar
3. Deadlines Calendar
4. Event Calendar
5. Social Media Content Calendar

Invoice Templates

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

1. Monthly Illustration Services Invoice
2. Graphic Design and Layout Invoice
3. Medical Illustration Consultation Invoice
4. Image Licensing and Usage Invoice
5. Printing and Production Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Healthcare Provider Feedback Survey
3. Medical Education Evaluation Survey
4. Medical Illustration Quality Assessment Survey
5. Client Needs Assessment Survey

Meeting Agendas

Having premade Medical Illustrator 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. Project Kick-off Meeting
2. Design Review Meeting
3. Client Feedback Meeting
4. Team Collaboration Meeting
5. Monthly Progress Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Marketing and Advertising Budget
4. Equipment and Supplies Budget
5. Professional Development and Training Budget

Dashboards

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

1. Monthly Revenue Dashboard
2. Project Status Dashboard
3. Client Satisfaction Dashboard
4. Marketing Campaign Performance Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Medical Illustrator 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. “Anatomy Illustration Proposal”
2. “Medical Device Illustration Proposal”
3. “Surgical Procedure Illustration Proposal”
4. “Medical Education Illustration Proposal”
5. “Scientific Research Illustration 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 Medical Illustrator 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.

Medical Illustrator Templates