Medical Orderly Templates

Medical Orderly Templates

There is a huge number of templates that someone in the Medical Orderly 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 Orderly. 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 Intake Form
2. Daily Patient Care Checklist
3. Medication Administration Record
4. Vital Signs Monitoring Sheet
5. Patient Progress Notes
6. Incident Report Form
7. Medical Supply Inventory Sheet
8. Discharge Summary Template
9. Staff Schedule Spreadsheet
10. Training Attendance Record

Reports

Reports are often prepared by a Medical Orderly 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 Admissions Report
2. Patient Discharge Report
3. Medication Inventory Report
4. Medical Equipment Maintenance Report
5. Infection Control Report
6. Incident and Accident Report
7. Staff Attendance Report
8. Patient Satisfaction Survey Report
9. Quality Assurance Report
10. Financial Performance 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 Orderly does and how they do it.

1. Patient Admission SOP
2. Patient Discharge SOP
3. Medication Administration SOP
4. Infection Control SOP
5. Emergency Response SOP
6. Patient Transfer SOP
7. Medical Equipment Cleaning SOP
8. Patient Monitoring SOP
9. Medical Waste Management SOP
10. Documentation and Record-Keeping SOP

Presentations

Medical Orderly 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 Report
2. Staff Training Presentation
3. Infection Control Guidelines
4. Medical Equipment Maintenance
5. Emergency Response Procedures

Legal Docs

There are several key times when a Medical Orderly 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. Consent Form Template
2. Medical Records Release Form Template
3. Incident Report Template
4. Patient Discharge Form Template
5. HIPAA Authorization Form Template

Health & Safety Templates

Health & Safety templates for a Medical Orderly 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) Inspection Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

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

1. Staff Schedule Calendar
2. Patient Appointment Calendar
3. Medication Administration Calendar
4. Equipment Maintenance Calendar
5. Training and Education Calendar

Invoice Templates

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

1. Patient Services Invoice
2. Medical Supplies Invoice
3. Equipment Rental Invoice
4. Medication Invoice
5. Cleaning Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Staff Performance Evaluation Survey
3. Medical Equipment and Supplies Feedback Survey
4. Infection Control Compliance Survey
5. Healthcare Facility Cleanliness Survey

Meeting Agendas

Having premade Medical Orderly 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. Staff Meeting
2. Patient Care Meeting
3. Safety and Compliance Meeting
4. Training and Development Meeting
5. Quality Improvement Meeting

Budget Templates

To manage finances well, a Medical Orderly 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. Staffing and Payroll Budget Template
5. Equipment and Maintenance Budget Template

Dashboards

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

1. Patient Census Dashboard
2. Medication Administration Dashboard
3. Vital Signs Monitoring Dashboard
4. Infection Control Dashboard
5. Equipment Maintenance Dashboard

Proposal Templates

For bidding or requesting work, a Medical Orderly 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 Equipment Purchase Proposal
2. Staff Training and Development Proposal
3. Patient Care Improvement Proposal
4. Budget Allocation Proposal
5. Facility Maintenance and Upgrades 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 Orderly 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.