Looking for Phlebotomy Technician Templates to download? See the main templates that a Phlebotomy Technician would use in their day-to-day work.
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Phlebotomy Technician Templates
Contents
Phlebotomy Technician Templates
There is a huge number of templates that someone in the Phlebotomy Technician 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 Phlebotomy Technician. 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. Blood Collection Log
3. Specimen Label Template
4. Phlebotomy Procedure Checklist
5. Quality Control Log
6. Equipment Maintenance Record
7. Incident Report Form
8. Training Attendance Sheet
9. Inventory Requisition Form
10. Monthly Performance Report
Reports
Reports are often prepared by a Phlebotomy Technician 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. Monthly Patient Blood Draw Report
2. Hematology Test Results Report
3. Blood Chemistry Test Results Report
4. Blood Bank Inventory Report
5. Monthly Equipment Maintenance Report
6. Quality Control Report
7. Monthly Phlebotomy Productivity Report
8. Infection Control Compliance Report
9. Monthly Phlebotomy Training Report
10. Adverse Event 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 Phlebotomy Technician does and how they do it.
1. Patient Identification and Consent Form
2. Blood Collection Procedure for Adults
3. Blood Collection Procedure for Pediatrics
4. Blood Collection Procedure for Geriatric Patients
5. Blood Collection Procedure for Patients with Difficult Veins
6. Blood Collection Procedure for Patients with Special Needs
7. Blood Collection Procedure for Patients on Anticoagulant Medication
8. Blood Collection Procedure for Patients with Hematological Disorders
9. Blood Collection Procedure for Patients with Infectious Diseases
10. Blood Collection Procedure for Patients Requiring Blood Cultures
Presentations
Phlebotomy Technician 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 Performance Report
2. Training and Education Update
3. Quality Assurance Review
4. Patient Satisfaction Survey Results
5. Equipment and Supplies Inventory Report
Legal Docs
There are several key times when a Phlebotomy Technician 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. HIPAA Release Form Template
3. Medical Records Release Form Template
4. Patient Information Form Template
5. Lab Test Request Form Template
Health & Safety Templates
Health & Safety templates for a Phlebotomy Technician ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Bloodborne Pathogens Exposure Control Plan
2. Personal Protective Equipment (PPE) Assessment
3. Hazard Communication Program
4. Emergency Action Plan
5. Workplace Violence Prevention Program
Calendars
Setting up Phlebotomy Technician calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Schedule Calendar
2. Patient Appointment Calendar
3. Training and Continuing Education Calendar
4. Blood Drive Calendar
5. Equipment Maintenance Calendar
Invoice Templates
Several types of Phlebotomy Technician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Invoice
2. Insurance Invoice
3. Laboratory Invoice
4. Supplies Invoice
5. Equipment Invoice
Survey Templates
For a Phlebotomy Technician to get insights related to the work they do, they need to send out Phlebotomy Technician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Blood Collection Process Evaluation Survey
3. Healthcare Provider Feedback Survey
4. Quality Control Assessment Survey
5. Training Needs Assessment Survey
Meeting Agendas
Having premade Phlebotomy Technician 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. Quality Assurance Meeting
3. Training and Development Meeting
4. Departmental Performance Review Meeting
5. Patient Care Coordination Meeting
Budget Templates
To manage finances well, a Phlebotomy Technician would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Medical Supplies Budget Template
4. Continuing Education Budget Template
5. Transportation and Travel Budget Template
Dashboards
Dashboards are a useful way for a Phlebotomy Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Volume Dashboard
2. Lab Test Turnaround Time Dashboard
3. Equipment Maintenance Dashboard
4. Quality Control Dashboard
5. Staff Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Phlebotomy Technician 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 Equipment Proposal
2. Staff Training Proposal
3. Outreach Program Proposal
4. Quality Improvement Proposal
5. Research Collaboration 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 Phlebotomy Technician 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.
