Serologist Templates

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

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Serologist Templates

There is a huge number of templates that someone in the Serologist 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 Serologist. 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 Test Request Form
2. Laboratory Test Result Template
3. Quality Control Log
4. Equipment Maintenance Checklist
5. Inventory Management Spreadsheet
6. Serology Test Protocol Template
7. Incident Report Form
8. Training Attendance Sheet
9. Monthly Performance Report
10. Serology Research Proposal Template


Reports are often prepared by a Serologist 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 Serology Test Results Report
2. Serology Test Accuracy Report
3. Serology Test Turnaround Time Report
4. Serology Test Volume Report
5. Serology Test Error Report
6. Serology Test Reagent Inventory Report
7. Serology Test Equipment Maintenance Report
8. Serology Test Quality Control Report
9. Serology Test Cost Analysis Report
10. Serology Test Trends and Patterns 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 Serologist does and how they do it.

1. Sample Collection SOP
2. Laboratory Safety SOP
3. Specimen Processing SOP
4. Quality Control SOP
5. Equipment Maintenance SOP
6. Test Validation SOP
7. Data Analysis SOP
8. Reporting and Documentation SOP
9. Inventory Management SOP
10. Training and Development SOP


Serologist 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 Serology Report
2. Serology Research Findings
3. Serology Training Presentation
4. Serology Quality Assurance Review
5. Serology Laboratory Updates

Legal Docs

There are several key times when a Serologist 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. Patient Information Release Template
3. Laboratory Test Request Template
4. Medical Report Template
5. Quality Control Checklist Template

Health & Safety Templates

Health & Safety templates for a Serologist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Hazard Identification Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template


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

1. Monthly Work Schedule Calendar
2. Patient Appointment Calendar
3. Laboratory Testing Calendar
4. Continuing Education Calendar
5. Research and Development Calendar

Invoice Templates

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

1. Patient Testing Invoice
2. Laboratory Supplies Invoice
3. Equipment Maintenance Invoice
4. Research Grant Invoice
5. Consultation Services Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Employee Engagement Survey
3. Quality Assurance Survey
4. Training Needs Assessment Survey
5. Laboratory Equipment Evaluation Survey

Meeting Agendas

Having premade Serologist 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 Team Meeting
2. Quality Assurance Meeting
3. Research and Development Meeting
4. Departmental Performance Review Meeting
5. Cross-Functional Collaboration Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Budget Template
3. Departmental Budget Template
4. Capital Expenditure Budget Template
5. Project Budget Template


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

1. Patient Demographics Dashboard
2. Laboratory Test Results Dashboard
3. Quality Control Metrics Dashboard
4. Inventory Management Dashboard
5. Serology Research and Development Dashboard

Proposal Templates

For bidding or requesting work, a Serologist 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 Serological Study
2. Funding Proposal for Serology Laboratory Equipment
3. Collaboration Proposal for Serological Research Project
4. Training Proposal for Serology Staff Development
5. Quality Improvement Proposal for Serology Testing Procedures

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 Serologist 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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