Surgeon (General) Templates

Surgeon (General) Templates

There is a huge number of templates that someone in the Surgeon (General) 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 Surgeon (General). 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 Form
2. Surgical Consent Form
3. Preoperative Checklist
4. Operative Report
5. Postoperative Progress Note
6. Discharge Summary
7. Surgical Schedule
8. Surgical Supply Inventory
9. Continuing Medical Education Log
10. Research Proposal Template

Reports

Reports are often prepared by a Surgeon (General) 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. Surgical Case Volume Report
2. Surgical Outcomes Report
3. Patient Satisfaction Survey Report
4. Operating Room Utilization Report
5. Surgical Complications Report
6. Surgical Waitlist Report
7. Surgical Supplies Inventory Report
8. Surgical Staff Productivity Report
9. Surgical Revenue Report
10. Surgical Quality Improvement 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 Surgeon (General) does and how they do it.

1. Preoperative Assessment SOP
2. Surgical Site Marking SOP
3. Anesthesia Administration SOP
4. Surgical Instrument Sterilization SOP
5. Intraoperative Documentation SOP
6. Postoperative Care SOP
7. Blood Transfusion SOP
8. Surgical Complication Management SOP
9. Discharge Planning SOP
10. Quality Assurance and Improvement SOP

Presentations

Surgeon (General) 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 Surgical Case Review
2. Surgical Techniques and Innovations
3. Patient Education and Preoperative Preparation
4. Surgical Complications and Management
5. Research and Clinical Trials Update

Legal Docs

There are several key times when a Surgeon (General) 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. Informed Consent Form
2. Surgical Procedure Consent Form
3. Medical Records Release Form
4. Patient Confidentiality Agreement
5. Surgical Risk Acknowledgment Form

Health & Safety Templates

Health & Safety templates for a Surgeon (General) 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. Personal Protective Equipment (PPE) Checklist Template
4. Surgical Equipment Inspection Template
5. Emergency Response Plan Template

Calendars

Setting up Surgeon (General) calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Surgery Schedule Calendar
2. Patient Appointment Calendar
3. Continuing Medical Education Calendar
4. Research and Publication Calendar
5. Team Meeting and Conference Calendar

Invoice Templates

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

1. Patient Consultation Invoice
2. Surgical Procedure Invoice
3. Anesthesia Services Invoice
4. Post-operative Care Invoice
5. Medical Supplies Invoice

Survey Templates

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

1. Patient Satisfaction Survey
2. Surgical Outcome Survey
3. Post-Operative Recovery Survey
4. Physician Performance Evaluation Survey
5. Hospital Facility Assessment Survey

Meeting Agendas

Having premade Surgeon (General) 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. Surgical Team Meeting
2. Departmental Staff Meeting
3. Quality Improvement Meeting
4. Continuing Medical Education Meeting
5. Surgical Case Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Medical Equipment and Supplies Budget
4. Staffing and Payroll Budget
5. Continuing Medical Education and Training Budget

Dashboards

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

1. Patient Volume Dashboard
2. Surgical Outcomes Dashboard
3. Operating Room Efficiency Dashboard
4. Quality Improvement Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Surgeon (General) 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. Surgical Equipment Upgrade Proposal
2. Research Grant Proposal
3. Continuing Medical Education Proposal
4. Hospital Collaboration Proposal
5. Surgical Outreach Program 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 Surgeon (General) 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.