Oral Hygienist Templates

Looking for Oral Hygienist Templates to download? See the main templates that a Oral Hygienist 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 Hygienist Templates

There is a huge number of templates that someone in the Oral Hygienist 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 Hygienist. 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 Health History Form
2. Treatment Plan Template
3. Dental Charting Spreadsheet
4. Appointment Schedule Template
5. Patient Reminder Letter Template
6. Insurance Claim Form Template
7. Patient Referral Form Template
8. Continuing Education Log Template
9. Inventory Spreadsheet Template
10. Monthly Production Report Template


Reports are often prepared by a Oral Hygienist 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 Summary Report
2. Appointment Schedule Report
3. Insurance Claims Report
4. Treatment Plan Report
5. Patient Recall Report
6. Production Report
7. Accounts Receivable Report
8. Inventory Report
9. Payroll Report
10. Continuing Education 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 Hygienist does and how they do it.

1. Patient Appointment Scheduling SOP
2. Dental Examination SOP
3. Teeth Cleaning SOP
4. X-ray Imaging SOP
5. Dental Treatment Planning SOP
6. Dental Equipment Sterilization SOP
7. Dental Charting SOP
8. Oral Health Education SOP
9. Dental Billing and Insurance SOP
10. Dental Records Management SOP


Oral Hygienist 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 Template
2. Oral Health Tips Template
3. Treatment Plan Presentation Template
4. Dental Hygiene Guidelines Template
5. Oral Hygiene Product Recommendations Template

Legal Docs

There are several key times when a Oral Hygienist 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. Treatment Plan Agreement
5. Dental Records Release Form

Health & Safety Templates

Health & Safety templates for a Oral Hygienist 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. Infection Control Audit Template


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

1. Appointment Calendar
2. Patient Recall Calendar
3. Continuing Education Calendar
4. Staff Schedule Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Patient Services Invoice
2. Dental Cleaning Invoice
3. X-Ray and Imaging Invoice
4. Dental Treatment Invoice
5. Insurance Claim Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Oral Health Assessment Survey
3. Dental Treatment Experience Survey
4. Oral Hygiene Habits Survey
5. Dental Appointment Feedback Survey

Meeting Agendas

Having premade Oral Hygienist 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 Case Review Meeting
3. Continuing Education Meeting
4. Equipment and Supplies Inventory Meeting
5. Performance Evaluation Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Annual Budget Forecast


Dashboards are a useful way for a Oral Hygienist 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 Hygienist 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 Cleaning Proposal
2. Teeth Whitening Proposal
3. Orthodontic Treatment Proposal
4. Periodontal Therapy Proposal
5. Dental Restoration 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 Hygienist 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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