Physician Templates

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

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

Physician Templates

There is a huge number of templates that someone in the Physician 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 Physician. 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 Medical History Template
2. Prescription Template
3. Referral Letter Template
4. Medical Certificate Template
5. Patient Discharge Summary Template
6. Medical Progress Note Template
7. Lab Test Results Template
8. Patient Appointment Schedule Template
9. Medical Billing Invoice Template
10. Medical Leave Request Form Template


Reports are often prepared by a Physician 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. Appointment Scheduling Report
3. Revenue and Billing Report
4. Medication Inventory Report
5. Laboratory Test Results Report
6. Patient Satisfaction Survey Report
7. Staff Productivity Report
8. Quality Assurance Report
9. Disease Outbreak Report
10. Medical Research and Publications 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 Physician does and how they do it.

1. Patient Consultation SOP
2. Medical History Documentation SOP
3. Physical Examination SOP
4. Diagnostic Testing SOP
5. Treatment Plan Development SOP
6. Prescription Writing SOP
7. Referral Process SOP
8. Medical Record Documentation SOP
9. Follow-up Appointment SOP
10. Emergency Response SOP


Physician 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 Review
2. Patient Satisfaction Analysis
3. Medical Research Findings
4. Staff Training and Development
5. Healthcare Policy Updates

Legal Docs

There are several key times when a Physician 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. Health Insurance Claim Form
4. Physician Employment Agreement
5. Medical Power of Attorney Form

Health & Safety Templates

Health & Safety templates for a Physician 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 Response Plan Template
4. Workplace Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Appointment Calendar
2. Patient Schedule Calendar
3. Medical Conference Calendar
4. Medication Schedule Calendar
5. Staff Meeting Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Medical Procedure Invoice
3. Laboratory Testing Invoice
4. Prescription Medication Invoice
5. Insurance Claim Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Physician Performance Evaluation Survey
3. Medical Equipment and Supplies Feedback Survey
4. Healthcare Staff Training Needs Assessment Survey
5. Healthcare Facility Cleanliness and Maintenance Survey

Meeting Agendas

Having premade Physician 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. Departmental Performance Review
3. Quality Improvement Committee Meeting
4. Continuing Medical Education Conference
5. Patient Care Team Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Medical Supplies and Equipment Budget
3. Staffing and Payroll Budget
4. Marketing and Advertising Budget
5. Facility Maintenance and Upkeep Budget


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

1. Patient Volume Dashboard
2. Revenue and Financial Performance Dashboard
3. Quality and Patient Safety Dashboard
4. Physician Productivity Dashboard
5. Medication and Inventory Management Dashboard

Proposal Templates

For bidding or requesting work, a Physician 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. Medical Equipment Proposal
2. Patient Care Proposal
3. Research Grant Proposal
4. Telemedicine Proposal
5. Health Education 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 Physician 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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