Looking for Surgical Dental Assistant Templates to download? See the main templates that a Surgical Dental Assistant would use in their day-to-day work.
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Surgical Dental Assistant Templates
Contents
Surgical Dental Assistant Templates
There is a huge number of templates that someone in the Surgical Dental Assistant 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 Surgical Dental Assistant. 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 Form
2. Treatment Plan Template
3. Dental Charting Spreadsheet
4. Consent Form Template
5. Post-Operative Instructions Template
6. Dental Supply Inventory Spreadsheet
7. Appointment Scheduling Template
8. Insurance Claim Form Template
9. Sterilization Log Spreadsheet
10. Patient Referral Form Template
Reports
Reports are often prepared by a Surgical Dental Assistant 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 Patient Appointment Report
2. Surgical Supplies Inventory Report
3. Monthly Revenue Report
4. Dental Equipment Maintenance Report
5. Patient Satisfaction Survey Report
6. Monthly Dental Procedure Report
7. Surgical Dental Assistant Productivity Report
8. Monthly Dental Insurance Claims Report
9. Surgical Dental Assistant Training Report
10. Monthly Dental Clinic Expenses 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 Surgical Dental Assistant does and how they do it.
1. Preparing Dental Instruments SOP
2. Assisting in Dental X-Rays SOP
3. Sterilizing Dental Equipment SOP
4. Assisting in Dental Procedures SOP
5. Managing Dental Patient Records SOP
6. Dental Emergency Response SOP
7. Dental Radiology Safety SOP
8. Dental Infection Control SOP
9. Dental Office Maintenance SOP
10. Dental Supply Inventory Management SOP
Presentations
Surgical Dental Assistant 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 Education Template
2. Surgical Procedure Overview Template
3. Dental Implant Presentation Template
4. Oral Hygiene Tips Template
5. Dental Treatment Options Template
Legal Docs
There are several key times when a Surgical Dental Assistant 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 History Form
3. HIPAA Authorization Form
4. Treatment Plan Template
5. Dental Records Release Form
Health & Safety Templates
Health & Safety templates for a Surgical Dental Assistant 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. Personal Protective Equipment (PPE) Inspection Template
4. Emergency Evacuation Plan Template
5. Infection Control Audit Template
Calendars
Setting up Surgical Dental Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Appointment Calendar
2. Surgery Schedule Calendar
3. Continuing Education Calendar
4. Patient Follow-up Calendar
5. Staff Meeting Calendar
Invoice Templates
Several types of Surgical Dental Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Patient Services Invoice
2. Dental Supplies Invoice
3. Equipment Rental Invoice
4. Insurance Claims Invoice
5. Professional Services Invoice
Survey Templates
For a Surgical Dental Assistant to get insights related to the work they do, they need to send out Surgical Dental Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Dental Procedure Feedback Survey
3. Dental Hygiene Survey
4. Appointment Scheduling Survey
5. Dental Insurance Satisfaction Survey
Meeting Agendas
Having premade Surgical Dental Assistant 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. Clinical Team Meeting
3. Continuing Education Meeting
4. Patient Care Review Meeting
5. Equipment and Supplies Inventory Meeting
Budget Templates
To manage finances well, a Surgical Dental Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Medical Supplies Budget Template
5. Continuing Education Budget Template
Dashboards
Dashboards are a useful way for a Surgical Dental Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Patient Appointment Dashboard
2. Treatment Plan Dashboard
3. Dental Supplies Inventory Dashboard
4. Patient Billing Dashboard
5. Sterilization and Infection Control Dashboard
Proposal Templates
For bidding or requesting work, a Surgical Dental Assistant 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 Dental Equipment Upgrade Proposal
2. Monthly Dental Supplies Purchase Proposal
3. Monthly Continuing Education Proposal
4. Monthly Patient Education Program Proposal
5. Monthly Dental Office Renovation 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 Surgical Dental Assistant 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.
