Ophthalmic Technician Templates

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

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Ophthalmic Technician Templates

There is a huge number of templates that someone in the Ophthalmic 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 Ophthalmic 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. Patient History Form
2. Visual Acuity Chart
3. Refraction Worksheet
4. Slit Lamp Examination Report
5. Intraocular Pressure Log
6. Optical Coherence Tomography Report
7. Fundus Photography Report
8. Contact Lens Prescription Form
9. Surgical Consent Form
10. Monthly Equipment Maintenance Checklist


Reports are often prepared by a Ophthalmic 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. Patient Appointment Report
2. Referral Report
3. Diagnostic Test Results Report
4. Surgical Procedure Report
5. Medication Inventory Report
6. Equipment Maintenance Report
7. Revenue and Billing Report
8. Patient Satisfaction Survey Report
9. Staff Productivity Report
10. Quality Assurance 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 Technician does and how they do it.

1. Patient intake and history form
2. Visual acuity testing protocol
3. Intraocular pressure measurement procedure
4. Refraction and lensometry protocol
5. Slit lamp examination guidelines
6. Fundus photography and imaging SOP
7. Contact lens fitting and evaluation template
8. Optical coherence tomography (OCT) imaging protocol
9. Eye surgery preparation and post-operative care SOP
10. Electronic health record (EHR) documentation guidelines


Ophthalmic 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. Patient Education Template
2. Diagnostic Test Results Template
3. Surgical Procedure Template
4. Research and Case Study Template
5. Training and Continuing Education Template

Legal Docs

There are several key times when a Ophthalmic 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. Patient Consent Form
2. Medical History Form
3. HIPAA Authorization Form
4. Insurance Verification Form
5. Referral Request Form

Health & Safety Templates

Health & Safety templates for a Ophthalmic Technician 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) Assessment Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template


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

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

Invoice Templates

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

1. Patient Consultation Invoice
2. Diagnostic Testing Invoice
3. Surgical Procedure Invoice
4. Contact Lens Fitting Invoice
5. Optical Product Sales Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Quality of Care Survey
3. Appointment Experience Survey
4. Referral Source Survey
5. Equipment and Facility Survey

Meeting Agendas

Having premade Ophthalmic 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. Patient Case Review Meeting
3. Equipment Maintenance Meeting
4. Continuing Education Meeting
5. Quality Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Paycheck Budget Template
3. Medical Supply Budget Template
4. Patient Billing Budget Template
5. Continuing Education Budget Template


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

1. Patient Volume Dashboard
2. Appointment Scheduling Dashboard
3. Diagnostic Test Results Dashboard
4. Surgical Procedure Dashboard
5. Revenue and Billing Dashboard

Proposal Templates

For bidding or requesting work, a Ophthalmic 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. Monthly Equipment Upgrade Proposal
2. Staff Training and Development Proposal
3. Patient Education and Outreach Proposal
4. Quality Improvement and Process Enhancement Proposal
5. Research and Innovation 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 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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