Naturopathic Doctor Templates

Naturopathic Doctor Templates

There is a huge number of templates that someone in the Naturopathic Doctor 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 Naturopathic Doctor. 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. Treatment Plan Template
3. Progress Notes Template
4. Lab Test Request Form
5. Supplement Recommendation Template
6. Herbal Medicine Prescription Template
7. Diet and Nutrition Plan Template
8. Exercise and Lifestyle Recommendations Template
9. Patient Follow-up Form
10. Monthly Financial Report Template

Reports

Reports are often prepared by a Naturopathic Doctor 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 Demographics Report
2. Patient Visits Report
3. Revenue Report
4. Inventory Report
5. Medication Usage Report
6. Lab Test Results Report
7. Patient Satisfaction Survey Report
8. Referral Source Report
9. Marketing Campaign Performance Report
10. Staff Productivity 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 Naturopathic Doctor does and how they do it.

1. Patient Intake SOP
2. Treatment Plan SOP
3. Herbal Medicine Preparation SOP
4. Nutritional Counseling SOP
5. Acupuncture Procedure SOP
6. Laboratory Testing SOP
7. Physical Examination SOP
8. Follow-up Appointment SOP
9. Health Education SOP
10. Medical Records Management SOP

Presentations

Naturopathic Doctor 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 Health Trends Analysis
2. Patient Case Study Review
3. Herbal Remedies and Supplements Guide
4. Holistic Wellness Workshop
5. Naturopathic Treatment Plan Overview

Legal Docs

There are several key times when a Naturopathic Doctor 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 Release Form
3. Treatment Agreement Form
4. Health History Questionnaire
5. HIPAA Authorization Form

Health & Safety Templates

Health & Safety templates for a Naturopathic Doctor 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 Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template

Calendars

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

1. Appointment Calendar
2. Patient Schedule Calendar
3. Treatment Plan Calendar
4. Marketing Calendar
5. Continuing Education Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Herbal Medicine Invoice
3. Acupuncture Treatment Invoice
4. Nutritional Counseling Invoice
5. Wellness Package Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Health History Survey
3. Lifestyle Assessment Survey
4. Nutritional Assessment Survey
5. Treatment Effectiveness Survey

Meeting Agendas

Having premade Naturopathic Doctor 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 Case Review Meeting
3. Continuing Education Meeting
4. Marketing Strategy Meeting
5. Team Building Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Patient Billing and Payment Tracker
3. Medical Supplies and Equipment Budget
4. Marketing and Advertising Budget
5. Continuing Education and Professional Development Budget

Dashboards

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

1. Patient Health Overview Dashboard
2. Appointment and Scheduling Dashboard
3. Revenue and Financial Performance Dashboard
4. Medication and Treatment Tracking Dashboard
5. Patient Satisfaction and Feedback Dashboard

Proposal Templates

For bidding or requesting work, a Naturopathic Doctor 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 Wellness Program Proposal
2. Herbal Medicine Research Proposal
3. Nutritional Counseling Proposal
4. Integrative Medicine Workshop Proposal
5. Holistic Health Retreat 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 Naturopathic Doctor 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.