Optometry Assistant Templates

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

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Optometry Assistant Templates

There is a huge number of templates that someone in the Optometry Assistant 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 Optometry Assistant. 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 Intake Form
2. Appointment Schedule
3. Patient Medical History Form
4. Contact Lens Prescription Form
5. Eyeglass Prescription Form
6. Insurance Claim Form
7. Inventory Spreadsheet
8. Patient Reminder Letter
9. Referral Letter
10. Monthly Sales Report


Reports are often prepared by a Optometry Assistant 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. Revenue and Billing Report
3. Inventory Report
4. Patient Satisfaction Survey Report
5. Referral Source Report
6. Insurance Claims Report
7. Staff Productivity Report
8. Patient Demographics Report
9. Optical Sales Report
10. Patient Follow-up 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 Optometry Assistant does and how they do it.

1. Patient intake and registration SOP template
2. Preparing examination rooms SOP template
3. Assisting with patient eye tests SOP template
4. Contact lens fitting and instruction SOP template
5. Assisting with eyeglass selection and fitting SOP template
6. Managing patient records and documentation SOP template
7. Assisting with insurance claims and billing SOP template
8. Maintaining inventory and ordering supplies SOP template
9. Cleaning and sterilizing equipment SOP template
10. Assisting with administrative tasks SOP template


Optometry Assistant 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. Staff Training and Development
4. New Product Launch
5. Optometry Industry Trends and Research Updates

Legal Docs

There are several key times when a Optometry Assistant 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. Release of Medical Records Form

Health & Safety Templates

Health & Safety templates for a Optometry Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Workplace Inspection Checklist Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Record Template


Setting up Optometry Assistant 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. Inventory Management Calendar
5. Continuing Education Calendar

Invoice Templates

Several types of Optometry Assistant 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 Sales Invoice
3. Contact Lens Sales Invoice
4. Insurance Claims Invoice
5. Medical Equipment Purchase Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Appointment Experience Survey
3. Eyewear Selection Survey
4. Contact Lens Satisfaction Survey
5. Eye Health Education Survey

Meeting Agendas

Having premade Optometry Assistant 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
2. Patient Case Review Meeting
3. Training and Development Meeting
4. Inventory and Supplies Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Optometry Assistant 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. Staffing and Payroll Budget Template
5. Equipment and Maintenance Budget Template


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

1. Patient Appointment Dashboard
2. Revenue and Billing Dashboard
3. Inventory Management Dashboard
4. Patient Satisfaction Dashboard
5. Performance and Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Optometry Assistant 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. Insurance Coverage 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 Optometry Assistant 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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