Orthopedic Surgeon Templates

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

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

Orthopedic Surgeon Templates

There is a huge number of templates that someone in the Orthopedic 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 Orthopedic 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 Orthopedic 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. Patient Outcomes Report
4. Surgical Complications Report
5. Surgical Volume Report
6. Revenue and Billing Report
7. Equipment Utilization Report
8. Staff Productivity Report
9. Inventory Management Report
10. Quality Assurance 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 Orthopedic Surgeon does and how they do it.

1. Preoperative Assessment SOP
2. Surgical Consent SOP
3. Surgical Site Preparation SOP
4. Anesthesia Administration SOP
5. Surgical Instrument Sterilization SOP
6. Surgical Incision and Closure SOP
7. Postoperative Care SOP
8. Pain Management SOP
9. Surgical Complication Management SOP
10. Surgical Follow-up SOP


Orthopedic 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 Orthopedic 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. Surgical Consent Form
4. Patient Intake Form
5. HIPAA Authorization Form

Health & Safety Templates

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

1. Patient Satisfaction Survey
2. Post-Operative Recovery Survey
3. Physician Performance Evaluation Survey
4. Referral Source Feedback Survey
5. Medical Equipment and Facility Assessment Survey

Meeting Agendas

Having premade Orthopedic 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. Research and Journal Club Meeting
4. Continuing Medical Education Meeting
5. Quality Improvement Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Equipment and Supplies Budget Template
4. Marketing and Advertising Budget Template
5. Staffing and Payroll Budget Template


Dashboards are a useful way for a Orthopedic 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. Revenue and Expenses Dashboard
4. Patient Satisfaction Dashboard
5. Referral Sources Dashboard

Proposal Templates

For bidding or requesting work, a Orthopedic 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 Orthopedic Treatment
2. Grant Proposal for Funding Orthopedic Research and Development
3. Business Proposal for Collaborative Partnership with Medical Device Company
4. Conference Proposal for Presenting Orthopedic Surgical Techniques
5. Marketing Proposal for Promoting Orthopedic Services to Local Community

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 Orthopedic 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,