Orthopaedic Surgeon Templates

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

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Orthopaedic Surgeon Templates

There is a huge number of templates that someone in the Orthopaedic 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 Orthopaedic 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. Preoperative Checklist
4. Operative Report
5. Postoperative Progress Note
6. Physical Therapy Referral Form
7. Medical Leave Certificate
8. Research Proposal Template
9. Continuing Medical Education Log
10. Monthly Surgical Schedule


Reports are often prepared by a Orthopaedic 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. Surgical Outcomes Report
4. Patient Satisfaction Report
5. Financial Performance Report
6. Equipment Utilization Report
7. Staff Productivity Report
8. Inventory Management Report
9. Quality Assurance Report
10. Research and Development 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 Orthopaedic Surgeon does and how they do it.

1. Pre-operative assessment SOP
2. Surgical site preparation SOP
3. Anesthesia administration SOP
4. Surgical instrument sterilization SOP
5. Post-operative care SOP
6. Pain management SOP
7. Patient discharge SOP
8. Infection control SOP
9. Emergency response SOP
10. Medical record documentation SOP


Orthopaedic 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 Template
2. Surgical Case Presentation Template
3. Research and Journal Club Template
4. Grand Rounds Presentation Template
5. Continuing Medical Education Template

Legal Docs

There are several key times when a Orthopaedic 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. Patient Consent Form
2. Medical Records Release Form
3. Surgical Consent Form
4. HIPAA Authorization Form
5. Medical Billing Agreement Form

Health & Safety Templates

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

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


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

1. Surgery Schedule Calendar
2. Patient Appointment Calendar
3. Continuing Medical Education Calendar
4. Research and Publication Calendar
5. Team Meeting and Conference Calendar

Invoice Templates

Several types of Orthopaedic 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. Diagnostic Imaging Invoice
4. Physical Therapy Invoice
5. Medical Supplies Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Orthopaedic 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 Departmental Meeting
2. Surgical Case Review Meeting
3. Research and Journal Club Meeting
4. Continuing Medical Education Meeting
5. Quality Improvement and Patient Safety Meeting

Budget Templates

To manage finances well, a Orthopaedic Surgeon 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. Medical Equipment and Supplies Budget
4. Staffing and Payroll Budget
5. Continuing Education and Professional Development Budget


Dashboards are a useful way for a Orthopaedic 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 Outcomes Dashboard
3. Financial Performance Dashboard
4. Referral Source Dashboard
5. Patient Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Orthopaedic 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. Research Proposal for Clinical Trial on New Orthopaedic Treatment
2. Grant Proposal for Funding Orthopaedic Research Project
3. Business Proposal for Collaborative Partnership with Medical Device Company
4. Conference Proposal for Presenting Orthopaedic Research Findings
5. Educational Proposal for Developing Orthopaedic Training Program

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 Orthopaedic Surgeon 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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