Surgeon Templates

Surgeon Templates

There is a huge number of templates that someone in the Surgeon 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. 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. Surgical Consent Form Template
3. Preoperative Checklist Template
4. Surgical Procedure Report Template
5. Postoperative Progress Note Template
6. Surgical Supply Inventory Template
7. Surgical Team Schedule Template
8. Surgical Quality Improvement Report Template
9. Surgical Research Data Collection Template
10. Surgical Conference Presentation Template

Reports

Reports are often prepared by a Surgeon 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 census report
2. Operating room utilization report
3. Surgical case volume report
4. Surgical outcomes report
5. Quality assurance report
6. Infection control report
7. Equipment maintenance report
8. Staffing report
9. Financial report
10. Continuing education 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 does and how they do it.

1. Pre-operative checklist
2. Surgical instrument sterilization protocol
3. Surgical site marking procedure
4. Anesthesia administration guidelines
5. Post-operative care instructions
6. Surgical team communication protocol
7. Emergency response plan
8. Surgical equipment maintenance procedure
9. Patient consent form template
10. Surgical documentation and record-keeping guidelines

Presentations

Surgeon 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. Surgical Techniques and Innovations
2. Patient Case Studies and Outcomes
3. Research and Clinical Trials Updates
4. Continuing Medical Education (CME) Presentations
5. Surgical Team Training and Development

Legal Docs

There are several key times when a Surgeon 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. Medical Records Release Form
3. Surgical Consent Form
4. Patient Confidentiality Agreement
5. Medical Power of Attorney Form

Health & Safety Templates

Health & Safety templates for a Surgeon 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 calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Surgical 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 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. Medical Supplies Invoice
5. Follow-up Appointment Invoice

Survey Templates

For a Surgeon to get insights related to the work they do, they need to send out Surgeon 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. Medical Equipment and Supplies Feedback Survey

Meeting Agendas

Having premade Surgeon 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. Research and Education Meeting
5. Hospital Administration Meeting

Budget Templates

To manage finances well, a Surgeon 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 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. Financial Performance Dashboard
5. Quality Improvement Dashboard

Proposal Templates

For bidding or requesting work, a Surgeon 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 Clinical Trial
2. Grant Proposal for Medical Equipment Purchase
3. Proposal for Continuing Medical Education Program
4. Proposal for Surgical Outreach Program in Underserved Areas
5. Proposal for Collaborative Research Project with Pharmaceutical Company

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 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.