Oral And Maxillofacial Surgeon Templates

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

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Oral And Maxillofacial Surgeon Templates

There is a huge number of templates that someone in the Oral And Maxillofacial Surgeon 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 Oral And Maxillofacial Surgeon. 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 Consultation Form
2. Surgical Consent Form
3. Medical History Form
4. Treatment Plan Template
5. Surgical Procedure Report
6. Post-Operative Instructions Template
7. Referral Letter Template
8. Insurance Claim Form
9. Surgical Schedule Template
10. Monthly Financial Report


Reports are often prepared by a Oral And Maxillofacial Surgeon 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 Demographics Report
2. Surgical Procedure Report
3. Anesthesia Administration Report
4. Post-Operative Complications Report
5. Surgical Supplies Inventory Report
6. Financial Performance Report
7. Referral Source Analysis Report
8. Staff Productivity Report
9. Patient Satisfaction Survey Report
10. Continuing Education Compliance 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 Oral And Maxillofacial Surgeon does and how they do it.

1. Patient Consultation SOP
2. Preoperative Assessment SOP
3. Surgical Consent SOP
4. Anesthesia Management SOP
5. Surgical Instrument Sterilization SOP
6. Surgical Procedure SOP
7. Postoperative Care SOP
8. Medication Administration SOP
9. Emergency Response SOP
10. Documentation and Record-Keeping SOP


Oral And Maxillofacial Surgeon 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 Presentation
2. Surgical Techniques Presentation
3. Research Findings Presentation
4. Continuing Education Presentation
5. Case Study Presentation

Legal Docs

There are several key times when a Oral And Maxillofacial Surgeon 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. Informed Consent Form
2. Medical Records Release Form
3. Patient Confidentiality Agreement
4. Surgical Consent Form
5. Health Insurance Claim Form

Health & Safety Templates

Health & Safety templates for a Oral And Maxillofacial Surgeon 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 Oral And Maxillofacial Surgeon calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Appointment Calendar
2. Surgery Schedule Calendar
3. Continuing Education Calendar
4. Patient Follow-up Calendar
5. Staff Meeting Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Surgical Procedure Invoice
3. Anesthesia Services Invoice
4. Radiology and Imaging Invoice
5. Post-operative Care Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Post-Operative Follow-up Survey
3. Referring Physician Feedback Survey
4. Staff Performance Evaluation Survey
5. Continuing Education Needs Assessment Survey

Meeting Agendas

Having premade Oral And Maxillofacial Surgeon 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. Surgical Case Review Meeting
3. Continuing Education Meeting
4. Patient Care Coordination Meeting
5. Research and Innovation Meeting

Budget Templates

To manage finances well, a Oral And Maxillofacial Surgeon 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. Equipment and Supplies Budget Template
5. Marketing and Advertising Budget Template


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

1. Patient Volume Dashboard
2. Surgical Procedures Dashboard
3. Financial Performance Dashboard
4. Patient Satisfaction Dashboard
5. Referral Sources Dashboard

Proposal Templates

For bidding or requesting work, a Oral And Maxillofacial Surgeon 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. Treatment Plan Proposal – This proposal outlines the recommended treatment plan for patients who require oral and maxillofacial surgery. It includes details on the procedures, expected outcomes, and costs involved.

2. Referral Proposal – This proposal is sent to referring dentists or physicians to inform them of the patient’s condition and recommend oral and maxillofacial surgery as a treatment option.

3. Insurance Coverage Proposal – This proposal is sent to insurance companies to request coverage for oral and maxillofacial surgery procedures. It includes details on the patient’s condition, recommended treatment plan, and expected costs.

4. Research Proposal – This proposal outlines a research project related to oral and maxillofacial surgery. It includes details on the research question, methodology, expected outcomes, and funding requirements.

5. Continuing Education Proposal – This proposal is sent to professional organizations to request funding for continuing education courses related to oral and maxillofacial surgery. It includes details on the course content, expected outcomes, and

Get Your Template Made

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