Orthodontist Templates

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

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

Orthodontist Templates

There is a huge number of templates that someone in the Orthodontist 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 Orthodontist. 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 Information Form
2. Treatment Plan Template
3. Progress Notes Template
4. Appointment Schedule Template
5. Financial Agreement Template
6. Insurance Claim Form
7. Referral Letter Template
8. Consent Form Template
9. Treatment Consent Form Template
10. Monthly Expense Report Template


Reports are often prepared by a Orthodontist 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. Financial Performance Report
3. Accounts Receivable Report
4. Production Report
5. Insurance Claims Report
6. Referral Source Report
7. Inventory Report
8. Staff Productivity Report
9. Marketing Campaign Report
10. Patient Satisfaction 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 Orthodontist does and how they do it.

1. Patient Consultation SOP
2. Orthodontic Treatment Planning SOP
3. Braces Installation SOP
4. Orthodontic Appliance Adjustment SOP
5. Retainer Fitting SOP
6. Dental Impressions SOP
7. X-ray and Imaging SOP
8. Sterilization and Infection Control SOP
9. Emergency Response SOP
10. Patient Records Management SOP


Orthodontist 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 Progress Report
2. Treatment Plan Presentation
3. Continuing Education Seminar
4. Team Meeting Updates
5. Marketing and Promotions Overview

Legal Docs

There are several key times when a Orthodontist 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 Records Release Form
3. Health Insurance Claim Form
4. Treatment Agreement Form
5. HIPAA Authorization Form

Health & Safety Templates

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

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Hazard Communication Program Template
5. Workplace Inspection Checklist Template


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

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

Invoice Templates

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

1. Patient Treatment Invoice
2. Insurance Claim Invoice
3. Supplier Invoice
4. Staff Payroll Invoice
5. Monthly Expenses Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Treatment Effectiveness Survey
3. Appointment Scheduling Survey
4. Staff Performance Survey
5. Facility Cleanliness Survey

Meeting Agendas

Having premade Orthodontist 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. Treatment Planning Meeting
3. Marketing Strategy Meeting
4. Continuing Education Meeting
5. Financial Review Meeting

Budget Templates

To manage finances well, a Orthodontist 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 Orthodontist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Appointment Dashboard
2. Treatment Progress Dashboard
3. Financial Performance Dashboard
4. Marketing Campaign Dashboard
5. Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Orthodontist 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. Patient Retention Proposal
3. Equipment Upgrade Proposal
4. Staff Training 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 Orthodontist 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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