Operating Theatre Technician Templates

Looking for Operating Theatre Technician Templates to download? See the main templates that a Operating Theatre Technician would use in their day-to-day work.

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Operating Theatre Technician Templates

There is a huge number of templates that someone in the Operating Theatre Technician 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 Operating Theatre Technician. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Surgical Procedure Checklist
2. Operating Theatre Schedule
3. Patient Consent Form
4. Surgical Instrument Inventory
5. Operating Theatre Cleaning Checklist
6. Surgical Equipment Maintenance Log
7. Operating Theatre Incident Report
8. Surgical Supply Requisition Form
9. Operating Theatre Staff Roster
10. Surgical Procedure Outcome Evaluation Form


Reports are often prepared by a Operating Theatre Technician 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. Surgical Procedure Report
2. Equipment Inventory Report
3. Patient Admission Report
4. Surgical Instrument Sterilization Report
5. Operating Theatre Utilization Report
6. Surgical Complication Report
7. Surgical Supplies Usage Report
8. Operating Theatre Maintenance Report
9. Surgical Team Performance Report
10. Operating Theatre Budget Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Operating Theatre Technician does and how they do it.

1. Pre-operative Checklist
2. Surgical Instrument Sterilization Protocol
3. Operating Room Setup Procedure
4. Anesthesia Equipment Preparation SOP
5. Surgical Scrubbing and Gowning Protocol
6. Patient Positioning and Draping Guidelines
7. Surgical Equipment Maintenance SOP
8. Post-operative Care Instructions
9. Emergency Response Protocol
10. Operating Room Cleaning and Disinfection Procedure


Operating Theatre Technician 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 Operating Theatre Performance Report
2. Surgical Equipment Inventory Update
3. Staff Training and Development Overview
4. Patient Safety and Quality Assurance Review
5. Operating Theatre Efficiency Analysis

Legal Docs

There are several key times when a Operating Theatre Technician 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. Surgical Procedure Checklist Template
3. Patient Discharge Summary Template
4. Incident Report Template
5. Equipment Maintenance Log Template

Health & Safety Templates

Health & Safety templates for a Operating Theatre Technician 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. Equipment Inspection Checklist Template
4. Infection Control Audit Template
5. Staff Training Record Template


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

1. Surgery Schedule Calendar
2. Staff Roster Calendar
3. Equipment Maintenance Calendar
4. Continuing Education Calendar
5. Patient Appointment Calendar

Invoice Templates

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

1. Monthly Operating Theatre Equipment Invoice
2. Monthly Surgical Supplies Invoice
3. Monthly Anesthesia and Medication Invoice
4. Monthly Surgical Instrument Invoice
5. Monthly Sterilization and Disinfection Invoice

Survey Templates

For a Operating Theatre Technician to get insights related to the work they do, they need to send out Operating Theatre Technician 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. Equipment and Supplies Feedback Survey
4. Operating Theatre Workflow Assessment Survey
5. Infection Control Compliance Survey

Meeting Agendas

Having premade Operating Theatre Technician 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. Equipment Maintenance Meeting
3. Surgical Team Coordination Meeting
4. Quality Improvement Meeting
5. Continuing Education and Training Meeting

Budget Templates

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

1. Monthly Operating Expenses Template
2. Staff Payroll Template
3. Medical Supplies Budget Template
4. Equipment Maintenance Template
5. Training and Development Budget Template


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

1. Patient Flow Dashboard
2. Surgical Equipment Inventory Dashboard
3. Operating Room Utilization Dashboard
4. Surgical Procedure Statistics Dashboard
5. Infection Control Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Operating Theatre Technician 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. Equipment Upgrade Proposal
2. Staff Training Proposal
3. Surgical Supplies Proposal
4. Operating Theatre Renovation Proposal
5. Patient Safety Improvement 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 Operating Theatre Technician 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.

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