Specialist Physician (General Medicine) Templates

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

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

Specialist Physician (General Medicine) Templates

There is a huge number of templates that someone in the Specialist Physician (General Medicine) 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 Specialist Physician (General Medicine). 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 Template
2. Medical History Template
3. Physical Examination Template
4. Laboratory Test Request Template
5. Prescription Template
6. Referral Letter Template
7. Progress Note Template
8. Discharge Summary Template
9. Medical Certificate Template
10. Monthly Performance Report Template


Reports are often prepared by a Specialist Physician (General Medicine) 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. Patient Visits Report
3. Diagnostic Test Results Report
4. Medication Prescriptions Report
5. Referral and Consultation Report
6. Surgical Procedures Report
7. Hospital Admissions Report
8. Discharge Summary Report
9. Revenue and Billing Report
10. Quality Improvement 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 Specialist Physician (General Medicine) 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. Follow-up Appointment SOP
9. Medical Record Review SOP
10. Continuing Medical Education SOP


Specialist Physician (General Medicine) 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 Review
2. Disease Management Update
3. Research and Clinical Trials Summary
4. Continuing Medical Education (CME) Presentation
5. Quality Improvement Initiatives Update

Legal Docs

There are several key times when a Specialist Physician (General Medicine) 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 Specialist Physician (General Medicine) 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. Training Attendance Record Template


Setting up Specialist Physician (General Medicine) 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 Duty Roster Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Diagnostic Test Invoice
3. Procedure Invoice
4. Medication Invoice
5. Insurance Claim Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Medical Staff Evaluation Survey
3. Hospital Facility Assessment Survey
4. Medication Effectiveness Survey
5. Healthcare Service Utilization Survey

Meeting Agendas

Having premade Specialist Physician (General Medicine) 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 Case Review Meeting
3. Quality Improvement Meeting
4. Continuing Medical Education Meeting
5. Patient Care Coordination Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Revenue Budget Template
3. Staffing and Payroll Budget Template
4. Medical Supplies and Equipment Budget Template
5. Marketing and Promotions Budget Template


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

1. Patient Demographics Dashboard
2. Appointment and Scheduling Dashboard
3. Revenue and Financial Performance Dashboard
4. Quality and Patient Safety Dashboard
5. Medication and Treatment Effectiveness Dashboard

Proposal Templates

For bidding or requesting work, a Specialist Physician (General Medicine) 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 Research Proposal for Clinical Trials
2. Funding Proposal for Medical Equipment Upgrades
3. Proposal for Continuing Medical Education Programs
4. Proposal for Collaborative Research with Pharmaceutical Companies
5. Proposal for Community Health Outreach Programs

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 Specialist Physician (General Medicine) 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,