Periodontist Templates

Periodontist Templates

There is a huge number of templates that someone in the Periodontist 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 Periodontist. 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. Treatment Plan Template
3. Medical History Form
4. Surgical Consent Form
5. Progress Notes Template
6. Dental Implant Evaluation Form
7. Periodontal Charting Template
8. Financial Agreement Form
9. Referral Letter Template
10. Monthly Expense Report

Reports

Reports are often prepared by a Periodontist 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. Treatment Plan Report
3. Revenue Report
4. Accounts Receivable Report
5. Insurance Claims Report
6. Inventory Report
7. Staff Productivity Report
8. Marketing Campaign Report
9. Patient Satisfaction Report
10. Referral Source Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Periodontist does and how they do it.

1. Patient Consultation SOP
2. Periodontal Examination SOP
3. Scaling and Root Planing SOP
4. Periodontal Surgery SOP
5. Implant Placement SOP
6. Bone Grafting SOP
7. Soft Tissue Grafting SOP
8. Periodontal Maintenance SOP
9. Radiographic Interpretation SOP
10. Medical History Review SOP

Presentations

Periodontist 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 Case Study Presentation
2. Periodontal Treatment Options Presentation
3. Oral Health Education Presentation
4. Research and Advances in Periodontics Presentation
5. Periodontal Disease Prevention Presentation

Legal Docs

There are several key times when a Periodontist 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. Treatment Plan Agreement
4. HIPAA Authorization Form
5. Dental Records Release Form

Health & Safety Templates

Health & Safety templates for a Periodontist 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. Workplace Inspection Checklist Template

Calendars

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

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

Invoice Templates

Several types of Periodontist 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. Dental Supplies Invoice
4. Lab Services Invoice
5. Consultation Fee Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Dental Treatment Effectiveness Survey
3. Oral Health Habits Survey
4. Appointment Scheduling Experience Survey
5. Referral Source Survey

Meeting Agendas

Having premade Periodontist 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. Case Presentation Meeting
3. Continuing Education Meeting
4. Marketing Strategy Meeting
5. Financial Review Meeting

Budget Templates

To manage finances well, a Periodontist 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 Collections Report
3. Dental Supplies and Equipment Budget
4. Staff Salaries and Benefits Spreadsheet
5. Marketing and Advertising Budget

Dashboards

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

1. Patient Growth Dashboard
2. Revenue and Expenses Dashboard
3. Treatment Plan Completion Dashboard
4. Referral Source Dashboard
5. Patient Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Periodontist 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. Treatment Plan Proposal
2. Dental Implant Proposal
3. Gum Grafting Proposal
4. Periodontal Maintenance Proposal
5. Oral Surgery 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 Periodontist 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.