Oral Health Therapist Templates

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

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

Oral Health Therapist Templates

There is a huge number of templates that someone in the Oral Health Therapist 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 Health Therapist. 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 Treatment Plan
2. Dental Examination Form
3. Dental Charting Template
4. Oral Health Education Handout
5. Dental Cleaning Checklist
6. Dental Consent Form
7. Appointment Schedule
8. Dental Billing Invoice
9. Dental Supply Inventory
10. Continuing Education Log


Reports are often prepared by a Oral Health Therapist 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 Treatment Report
2. Dental Hygiene Report
3. Periodontal Assessment Report
4. Oral Cancer Screening Report
5. Radiographic Examination Report
6. Restorative Treatment Report
7. Orthodontic Treatment Report
8. Pediatric Dental Care Report
9. Oral Health Education Report
10. Practice Performance 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 Health Therapist does and how they do it.

1. Patient Assessment SOP
2. Dental Cleaning SOP
3. Dental X-ray SOP
4. Oral Health Education SOP
5. Dental Sealant Application SOP
6. Fluoride Treatment SOP
7. Dental Restorative Procedures SOP
8. Periodontal Therapy SOP
9. Dental Emergency Management SOP
10. Infection Control SOP


Oral Health Therapist 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. Oral Hygiene Tips Template
3. Treatment Plan Presentation Template
4. Dental Health Awareness Template
5. Oral Health Therapist Training Template

Legal Docs

There are several key times when a Oral Health Therapist 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. Treatment Plan Template
3. Medical History Form
4. Dental Examination Report
5. Privacy Policy Agreement

Health & Safety Templates

Health & Safety templates for a Oral Health Therapist 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) Inspection Template
4. Emergency Evacuation Plan Template
5. Infection Control Audit Template


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

1. Appointment Calendar
2. Treatment Schedule Calendar
3. Continuing Education Calendar
4. Marketing and Promotions Calendar
5. Staff Roster Calendar

Invoice Templates

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

1. Patient Treatment Invoice
2. Dental Supplies Invoice
3. Dental Equipment Invoice
4. Insurance Claims Invoice
5. Professional Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Oral Hygiene Habits Survey
3. Dental Treatment Experience Survey
4. Appointment Scheduling Survey
5. Dental Education and Awareness Survey

Meeting Agendas

Having premade Oral Health Therapist 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. Clinical Case Review Meeting
3. Continuing Education Meeting
4. Marketing and Outreach Meeting
5. Equipment and Supplies Inventory Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Patient Billing and Payment Tracker
3. Dental Supplies and Equipment Budget
4. Staff Salary and Benefits Budget
5. Marketing and Advertising Expenses Tracker


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

1. Patient Appointment Dashboard
2. Treatment Plan Dashboard
3. Revenue and Expenses Dashboard
4. Patient Satisfaction Dashboard
5. Oral Health Education Dashboard

Proposal Templates

For bidding or requesting work, a Oral Health Therapist 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 Dental Hygiene Proposal
2. Oral Health Education Proposal
3. Preventive Dentistry Proposal
4. Dental Treatment Plan Proposal
5. Community Outreach 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 Oral Health Therapist 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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