Osteopath Templates

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

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

Osteopath Templates

There is a huge number of templates that someone in the Osteopath 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 Osteopath. 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 Intake Form
2. Treatment Plan Template
3. SOAP Note Template
4. Progress Report Template
5. Invoice Template
6. Expense Report Template
7. Appointment Schedule Template
8. Marketing Plan Template
9. Staff Meeting Agenda Template
10. Continuing Education Log Template


Reports are often prepared by a Osteopath 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 Appointment Report
2. Patient Treatment Report
3. Patient Billing Report
4. Patient Referral Report
5. Patient Satisfaction Survey Report
6. Inventory Report
7. Financial Performance Report
8. Staff Productivity Report
9. Marketing Campaign Report
10. Compliance Audit 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 Osteopath does and how they do it.

1. Patient Assessment SOP
2. Treatment Plan SOP
3. Manual Therapy Techniques SOP
4. Exercise Prescription SOP
5. Postural Assessment SOP
6. Joint Mobilization SOP
7. Soft Tissue Techniques SOP
8. Rehabilitation Protocol SOP
9. Pain Management SOP
10. Patient Education SOP


Osteopath 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. Treatment Plan Template
3. Research and Case Study Template
4. Injury Prevention Template
5. Rehabilitation Exercise Template

Legal Docs

There are several key times when a Osteopath 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. Consent Form Template
2. Medical History Form Template
3. Treatment Plan Template
4. Release of Information Template
5. Patient Intake Form Template

Health & Safety Templates

Health & Safety templates for a Osteopath 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. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Record Template


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

1. Appointment Calendar
2. Treatment Schedule Calendar
3. Patient Follow-up Calendar
4. Continuing Education Calendar
5. Marketing and Promotions Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Treatment Session Invoice
3. Insurance Claim Invoice
4. Medical Supplies Invoice
5. Referral Services Invoice

Survey Templates

For a Osteopath to get insights related to the work they do, they need to send out Osteopath 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. Clinic Facilities Survey
5. Referral Source Survey

Meeting Agendas

Having premade Osteopath 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. Marketing and Outreach Meeting
5. Practice Development Meeting

Budget Templates

To manage finances well, a Osteopath 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. Medical Supplies and Equipment Budget
4. Staff Salary and Benefits Budget
5. Marketing and Advertising Expenses Tracker


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

1. Patient Appointment Dashboard
2. Revenue and Expenses Dashboard
3. Patient Satisfaction Dashboard
4. Treatment Effectiveness Dashboard
5. Referral Source Dashboard

Proposal Templates

For bidding or requesting work, a Osteopath 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. New Service Introduction Proposal
4. Community Outreach Proposal
5. Staff Training and Development 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 Osteopath 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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