Looking for Naturopathic Physician Templates to download? See the main templates that a Naturopathic Physician would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Naturopathic Physician Templates
Contents
Naturopathic Physician Templates
There is a huge number of templates that someone in the Naturopathic Physician 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 Physician. 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 Physician 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 Physician does and how they do it.
1. Patient Intake SOP
2. Medical History SOP
3. Physical Examination SOP
4. Diagnostic Testing SOP
5. Treatment Plan SOP
6. Herbal Medicine Preparation SOP
7. Nutritional Counseling SOP
8. Lifestyle Modification SOP
9. Follow-up Visit SOP
10. Documentation and Record-keeping SOP
Presentations
Naturopathic Physician 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. Naturopathic Treatment Plans
5. Holistic Wellness Workshop
Legal Docs
There are several key times when a Naturopathic Physician 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 Insurance Claim Form
5. HIPAA Authorization Form
Health & Safety Templates
Health & Safety templates for a Naturopathic Physician ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Hazard Assessment Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template
Calendars
Setting up Naturopathic Physician 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 and Promotions Calendar
5. Continuing Education Calendar
Invoice Templates
Several types of Naturopathic Physician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Consultation Invoice
2. Laboratory Testing Invoice
3. Supplement and Medication Invoice
4. Treatment and Therapy Invoice
5. Insurance Billing Invoice
Survey Templates
For a Naturopathic Physician to get insights related to the work they do, they need to send out Naturopathic Physician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Health and Wellness Assessment
3. Treatment Effectiveness Survey
4. Nutritional Habits Questionnaire
5. Lifestyle and Stress Management Evaluation
Meeting Agendas
Having premade Naturopathic Physician 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. Research and Development Meeting
Budget Templates
To manage finances well, a Naturopathic Physician 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 Physician 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 Prescription Tracking Dashboard
5. Patient Satisfaction and Feedback Dashboard
Proposal Templates
For bidding or requesting work, a Naturopathic Physician 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 Physician 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.
