Ophthalmic Technologist Templates

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

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Ophthalmic Technologist Templates

There is a huge number of templates that someone in the Ophthalmic Technologist 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 Technologist. 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. Fundus Photography Consent Form
6. Optical Coherence Tomography (OCT) Report
7. Contact Lens Prescription Form
8. Intraocular Lens Calculation Spreadsheet
9. Surgical Consent Form
10. Ophthalmic Medication Administration Record


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

1. Patient intake and history form
2. Visual acuity testing protocol
3. Intraocular pressure measurement procedure
4. Slit lamp examination guidelines
5. Fundus photography protocol
6. Optical coherence tomography (OCT) scanning procedure
7. Contact lens fitting guidelines
8. Refraction testing protocol
9. Ophthalmic medication administration guidelines
10. Surgical instrument sterilization and maintenance procedure


Ophthalmic Technologist 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 Patient Education Template
2. Surgical Procedure Overview Template
3. Equipment Training Template
4. Research and Development Update Template
5. Team Meeting Agenda Template

Legal Docs

There are several key times when a Ophthalmic Technologist 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 Technologist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Personal Protective Equipment (PPE) Inspection Checklist Template
4. Hazard Identification and Risk Assessment Template
5. Emergency Evacuation Plan Template


Setting up Ophthalmic Technologist 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 Technologist 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 Technologist to get insights related to the work they do, they need to send out Ophthalmic Technologist 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 Wait Time Survey
4. Equipment and Facility Feedback Survey
5. Staff Communication and Professionalism Survey

Meeting Agendas

Having premade Ophthalmic Technologist 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 Care Review Meeting
3. Equipment Maintenance Meeting
4. Continuing Education Meeting
5. Quality Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Medical Supplies Budget Template
4. Equipment Maintenance Budget Template
5. Continuing Education Budget Template


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

1. Patient Appointment Dashboard
2. Equipment Maintenance Dashboard
3. Patient Satisfaction Dashboard
4. Revenue and Expenses Dashboard
5. Clinical Outcomes Dashboard

Proposal Templates

For bidding or requesting work, a Ophthalmic Technologist 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. Research and Development Proposal
5. Quality Improvement and Process Optimization 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 Technologist 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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