Looking for Surgical First Assistant Templates to download? See the main templates that a Surgical First Assistant would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Surgical First Assistant Templates
Contents
Surgical First Assistant Templates
There is a huge number of templates that someone in the Surgical First 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 First 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. Surgical Procedure Checklist
2. Preoperative Assessment Form
3. Intraoperative Documentation Sheet
4. Postoperative Progress Note
5. Surgical Instrument Inventory
6. Patient Consent Form
7. Surgical Time Out Checklist
8. Surgical Site Infection Surveillance Form
9. Surgical Equipment Maintenance Log
10. Surgical Team Schedule
Reports
Reports are often prepared by a Surgical First 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 Surgical Procedure Report
2. Operating Room Utilization Report
3. Surgical Supplies Inventory Report
4. Surgical Complications Report
5. Surgeon Performance Report
6. Surgical Equipment Maintenance Report
7. Surgical Infection Control Report
8. Surgical Staff Productivity Report
9. Surgical Patient Satisfaction Report
10. Surgical Cost Analysis 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 First Assistant does and how they do it.
1. Preoperative Checklist
2. Surgical Instrument Sterilization
3. Patient Positioning
4. Surgical Site Preparation
5. Anesthesia Administration
6. Surgical Equipment Setup
7. Intraoperative Monitoring
8. Wound Closure Procedure
9. Postoperative Care Instructions
10. Surgical Team Communication
Presentations
Surgical First 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. Surgical Procedure Overview Template
2. Patient Progress Report Template
3. Operating Room Efficiency Analysis Template
4. Surgical Instrument Inventory Template
5. Team Training and Development Template
Legal Docs
There are several key times when a Surgical First 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. Surgical Procedure Consent Form
3. Patient Medical History Form
4. Surgical Site Verification Form
5. Surgical Instrument Count Sheet
Health & Safety Templates
Health & Safety templates for a Surgical First 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 Response Plan Template
5. Workplace Safety Inspection Checklist Template
Calendars
Setting up Surgical First Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Surgery Schedule Calendar
2. Operating Room Availability Calendar
3. Surgeon Availability Calendar
4. Patient Appointment Calendar
5. Continuing Education Calendar
Invoice Templates
Several types of Surgical First Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Surgical Services Invoice
2. Anesthesia Services Invoice
3. Medical Supplies Invoice
4. Operating Room Equipment Invoice
5. Post-operative Care Services Invoice
Survey Templates
For a Surgical First Assistant to get insights related to the work they do, they need to send out Surgical First Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Surgical Team Performance Survey
3. Equipment and Instrument Evaluation Survey
4. Post-Operative Recovery Survey
5. Continuing Education Needs Assessment Survey
Meeting Agendas
Having premade Surgical First 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 Surgical Team Meeting
2. Operating Room Equipment Inventory Meeting
3. Surgical Supplies Ordering Meeting
4. Surgical Case Review Meeting
5. Surgical Quality Improvement Meeting
Budget Templates
To manage finances well, a Surgical First Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Personnel Budget Template
3. Supply and Equipment Budget Template
4. Marketing and Advertising Budget Template
5. Training and Development Budget Template
Dashboards
Dashboards are a useful way for a Surgical First Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Surgical Procedure Dashboard
2. Patient Outcome Dashboard
3. Surgical Equipment Inventory Dashboard
4. Surgical Team Performance Dashboard
5. Surgical Cost Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Surgical First 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 Equipment Upgrade Proposal
2. Staff Training and Development Proposal
3. Surgical Procedure Efficiency Proposal
4. Patient Safety and Quality Improvement Proposal
5. Cost Reduction and Resource Optimization 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 First 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.
