Ophthalmic Optician Templates

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

Need one of these templates? Request for it to be built by one of our experts.

Ophthalmic Optician Templates

There is a huge number of templates that someone in the Ophthalmic Optician 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 Ophthalmic Optician. 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 Appointment Schedule
2. Prescription Form
3. Patient Medical History
4. Contact Lens Order Form
5. Spectacle Order Form
6. Inventory Management Spreadsheet
7. Sales Report
8. Patient Feedback Survey
9. Staff Rota
10. Training Attendance Record


Reports are often prepared by a Ophthalmic Optician 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 Appointment Report
2. Sales Report
3. Inventory Report
4. Revenue Report
5. Prescription Analysis Report
6. Referral Report
7. Patient Satisfaction Report
8. Staff Performance Report
9. Equipment Maintenance Report
10. Insurance Claims 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 Ophthalmic Optician does and how they do it.

1. Patient Assessment SOP
2. Prescription Verification SOP
3. Contact Lens Fitting SOP
4. Refraction SOP
5. Frame Selection SOP
6. Lens Dispensing SOP
7. Ocular Health Examination SOP
8. Visual Field Testing SOP
9. Spectacle Adjustment and Repair SOP
10. Patient Education SOP


Ophthalmic Optician 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 Sales Report
2. Patient Satisfaction Survey Results
3. New Product Launch Presentation
4. Training and Development Workshop
5. Industry Conference Presentation

Legal Docs

There are several key times when a Ophthalmic Optician 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 History Form
3. Prescription Release Form
4. HIPAA Authorization Form
5. Insurance Claim Form

Health & Safety Templates

Health & Safety templates for a Ophthalmic Optician 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. Fire Safety Checklist Template
4. Personal Protective Equipment (PPE) Inspection Template
5. Health and Safety Training Record Template


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

1. Appointment Calendar
2. Staff Schedule Calendar
3. Patient Reminder Calendar
4. Continuing Education Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Eyewear Purchase Invoice
3. Contact Lens Purchase Invoice
4. Insurance Claim Invoice
5. Medical Equipment Purchase Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Eyewear Preference Survey
3. Appointment Experience Survey
4. Vision Correction Satisfaction Survey
5. Eye Health Awareness Survey

Meeting Agendas

Having premade Ophthalmic Optician 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 Template
2. Patient Consultation Template
3. Sales Meeting Template
4. Training Session Template
5. Marketing Strategy Meeting Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Revenue Projection Budget Template
3. Staffing and Payroll Budget Template
4. Equipment and Supplies Budget Template
5. Marketing and Advertising Budget Template


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

1. Patient Appointment Dashboard
2. Sales and Revenue Dashboard
3. Inventory Management Dashboard
4. Patient Satisfaction Dashboard
5. Staff Performance Dashboard

Proposal Templates

For bidding or requesting work, a Ophthalmic Optician 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 Marketing Proposal
2. Equipment Upgrade Proposal
3. Staff Training Proposal
4. Patient Outreach Proposal
5. Research and Development 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 Ophthalmic Optician 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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