Optical Templates

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

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

Optical Templates

There is a huge number of templates that someone in the Optical 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 Optical. 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 Order Form
3. Inventory Management Spreadsheet
4. Sales Report
5. Patient Medical History Form
6. Expense Tracker
7. Supplier Contact List
8. Monthly Budget Spreadsheet
9. Staff Schedule
10. Marketing Campaign Tracker


Reports are often prepared by a Optical 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. Sales Report
2. Inventory Report
3. Revenue Report
4. Expense Report
5. Patient Satisfaction Report
6. Product Performance Report
7. Staff Performance Report
8. Marketing Campaign Report
9. Insurance Claims Report
10. Appointment Scheduling 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 Optical does and how they do it.

1. Patient Appointment Scheduling SOP
2. Eyeglass Prescription Verification SOP
3. Contact Lens Fitting SOP
4. Optical Product Ordering SOP
5. Frame Selection and Styling SOP
6. Lens Cutting and Edging SOP
7. Optical Dispensing SOP
8. Insurance Claims Processing SOP
9. Patient Education and Counseling SOP
10. Inventory Management and Replenishment SOP


Optical 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. Sales Performance Report
2. Product Training Presentation
3. Market Analysis Overview
4. Customer Satisfaction Survey Results
5. New Product Launch Presentation

Legal Docs

There are several key times when a Optical 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. HIPAA Authorization Form
2. Patient Consent Form
3. Optical Prescription Form
4. Medical Records Release Form
5. Insurance Claim Form

Health & Safety Templates

Health & Safety templates for a Optical 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. Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Evacuation Plan Template


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

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Inventory Management Calendar
4. Marketing and Promotions Calendar
5. Training and Continuing Education Calendar

Invoice Templates

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

1. Patient Eyewear Invoice
2. Insurance Claim Invoice
3. Supplier Invoice
4. Lab Services Invoice
5. Prescription Lens Invoice

Survey Templates

For a Optical to get insights related to the work they do, they need to send out Optical 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 Scheduling Survey
4. Optical Services Feedback Survey
5. Insurance Coverage Survey

Meeting Agendas

Having premade Optical 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 Team Meeting
2. Sales and Marketing Meeting
3. Product Development Meeting
4. Customer Service Meeting
5. Financial Review Meeting

Budget Templates

To manage finances well, a Optical 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. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template


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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Patient Satisfaction Dashboard
4. Financial Analysis Dashboard
5. Appointment Scheduling Dashboard

Proposal Templates

For bidding or requesting work, a Optical 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. New Product Introduction Proposal
3. Cost Reduction Proposal
4. Staff Training and Development Proposal
5. Marketing and Advertising Campaign 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 Optical 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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