Serology Technician Templates

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

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Serology Technician Templates

There is a huge number of templates that someone in the Serology 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 Serology 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 Test Request Form
2. Specimen Collection Log
3. Test Result Spreadsheet
4. Quality Control Log
5. Equipment Maintenance Checklist
6. Reagent Inventory Spreadsheet
7. Standard Operating Procedure Template
8. Incident Report Form
9. Training Record Template
10. Monthly Performance Report


Reports are often prepared by a Serology 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 Serology Test Results Report
2. Serology Test Turnaround Time Report
3. Serology Test Error Report
4. Serology Test Equipment Maintenance Report
5. Serology Test Reagent Inventory Report
6. Serology Test Quality Control Report
7. Serology Test Cost Analysis Report
8. Serology Test Staff Productivity Report
9. Serology Test Specimen Rejection Report
10. Serology Test Trend Analysis 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 Serology Technician does and how they do it.

1. Sample Collection SOP
2. Sample Processing SOP
3. Reagent Preparation SOP
4. Quality Control SOP
5. Instrument Calibration SOP
6. Test Result Interpretation SOP
7. Equipment Maintenance SOP
8. Waste Disposal SOP
9. Safety and Biohazard Handling SOP
10. Data Management SOP


Serology 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 Serology Test Results
2. Serology Quality Control Analysis
3. Serology Research Findings
4. Serology Training and Education
5. Serology Laboratory Updates

Legal Docs

There are several key times when a Serology 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. Laboratory Test Request Template
3. Test Result Report Template
4. Quality Control Log Template
5. Equipment Maintenance Checklist Template

Health & Safety Templates

Health & Safety templates for a Serology Technician 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. Laboratory Safety Inspection Checklist Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Chemical Spill Response Plan Template


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

1. Monthly Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Quality Control Calendar
4. Training and Certification Calendar
5. Inventory Management Calendar

Invoice Templates

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

1. Monthly Serology Testing Invoice
2. Serology Equipment Maintenance Invoice
3. Serology Reagent Purchase Invoice
4. Serology Quality Control Invoice
5. Serology Consultation Services Invoice

Survey Templates

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

1. Monthly Quality Control Survey
2. Equipment Performance Survey
3. Staff Training and Development Survey
4. Customer Satisfaction Survey
5. Laboratory Safety Survey

Meeting Agendas

Having premade Serology 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 Team Meeting
2. Quality Control Meeting
3. Equipment Maintenance Meeting
4. Research and Development Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Serology Technician 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. Laboratory Supplies Budget Template
4. Equipment Maintenance Budget Template
5. Staffing Budget Template


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

1. Monthly Test Volume Dashboard
2. Quality Control Performance Dashboard
3. Turnaround Time Dashboard
4. Equipment Utilization Dashboard
5. Serology Test Results Dashboard

Proposal Templates

For bidding or requesting work, a Serology 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 Serology Test Proposal
2. Serology Equipment Upgrade Proposal
3. Serology Research Collaboration Proposal
4. Serology Training and Development Proposal
5. Serology Quality Control 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 Serology 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.

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