Free Medical Forms and Templates

Smartsheet Contributor Kate Eby on Jan 18, 2019

In this article, you’ll find the most useful free, downloadable medical forms and templates in Microsoft Word, Excel, and PDF formats. Customize the templates to document medical history, consent, progress, and medication notes to ensure that no detail is missed.


Medical Progress Template

 

Medical Progress Template

Download Medical Progress Template

Excel | Word | PDF | Smartsheet

Use this template to document, track, and compare medical progress notes for each patient with this complete medical progress template. This template includes space to document a patient’s name and medical record number, progress review, date of review, and next appointment. Review how a patient’s health is progressing to ensure they are improving, or prescribe new medications or techniques to get them on track.

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Medication Schedule Template

 

Medication Schedule Template

Download Medication Schedule Template

Excel | Word | PDF | Smartsheet

Use this template to track and monitor your medication schedule to guarantee that you don’t miss a scheduled dose. With space for medication name, pharmacy and physician details, and medication frequency and dose, this template helps to manage any medication schedule, no matter how complex.


Medical Referral Form Template

 

Medical Referral Form Template

Download Medical Referral Form Template

Excel | Word | PDF

Doctors and healthcare providers alike can use this medical referral form to refer patients to receive additional health care services. Use this form to record the referring medical professional, requested services, insurance information, and patient details. Customize this template to ensure that the patient gets the best care from a referred service provider in a timely fashion.


Medical History Form Template

 

Medical History Form Template

Download Medical History Form Template

Excel | Word | PDF

Record and track key medical information, like medications, surgical procedures, illnesses, and vaccinations with this medical history form template. You’ll find space to document medication dosage and frequency, chronic illnesses, and prior vaccination dates, so no detail is forgotten or overlooked.


Medication List Template

 

Medication List Template

Download Medication List Template

Excel | Word | PDF

Document all medications, both prescription and over-the-counter, with this easy-to-use medication list template. Include details and notes regarding medication names, dosages, frequency, time of day to be taken, and medication allergies. You can use this template to track your own medications, or to share with a doctor to ensure they are aware of all the medications you are taking.


Medical Chart Template

 

Medical Chart Temp[late

Download Medical Chart Template

Excel | Word | PDF

Doctors and health service providers can use this downloadable template to document a patient’s medical details during an appointment, from initial exam to progress notes. This template includes space to detail everything from main medical concerns to reason for visit, family and medical history, and insurance information.


Medical Invoice Template

 

Medical Invoice Template

Download Medical Invoice Template

Excel | Word | PDF

Bill insurance companies and patients for any medical service with this complete medical invoice template. List performed medical service, prescribed medication, rate for service, and payment totals in this easy-to-use template.


Medical Log Template

 

Medication Log Template

Download Medical Log Template

Excel | Word | PDF

Keep track of medications, monitor doses, and detail what your medications treat with this helpful medical log template. Record all crucial medication details, from frequency of use to physician prescription, with this comprehensive template.


Clinical Research Audit Template

 

Clinical Research Audit Template

Download Clinical Research Audit Template

Excel | Word | PDF

Audit the integrity of your clinical trial and research study with this clinical research audit template. Record the details of the trial (from benefits to potential side effects), confirm that all participants have consented to full participation, and ensure that all privacy and confidentiality details were reviewed to maintain HIPAA compliance.


Medical Monitoring Plan Template

 

Medical Monitoring Plan Template

Download Medical Monitoring Plan Template

Excel | Word | PDF

Document, track, and manage a medical or clinical trial plan with this comprehensive template. List each step of the process, including start-up, ongoing, and close-out activities. With space to record safety plans and procedures, protocol developments, and clinical study reports and reviews, this document helps to manage all aspects of a medical procedure or trial.


Patient Sign-In Sheet Template

 

Patient Sign-In Sheet Template

Download Patient Sign-In Sheet Template

Excel | Word | PDF

Use this patient sign-in sheet to record patient appointment and arrival time in order to track the flow of clients and ensure timely appointments. Note the exact time of a patient’s arrival, and determine how long patients have been waiting to see the physician or health professional with this easy-to-use sign-in sheet.


Patient Discharge Form Template

 

Patient Discharge Form Template

Download Patient Discharge Form Template

Excel | Word | PDF

Geared towards medical offices, this patient discharge form records essential details for allowing a patient to leave a healthcare facility, such as the reason for discharge, diagnosis upon leaving, medication details, and next check-up date. Ensure that all patients are aware of their health status upon dismissal, and track who leaves the facility on what date, and for what reason.


What Is a Medical Form?

A medical form is a helpful document that is used in healthcare facilities and medical offices, but it can also be used in households for personal purposes, depending on the type of form. Other medical forms include medical invoices, which both bill and reimburse individuals for health services they may have received, as well as medical records and logs, which document health concerns or issues, record medical history and records, and monitor medication schedules or recurring illnesses.

In most healthcare and medical facility settings, medical forms are used to permit a person to use, view, or share an individual’s medical records, both among other medical professionals and authorized individuals. This documentation is extremely important because all medical and health records must remain private, confidential, and compliant with HIPAA’s regulatory regulations.

For this reason, medical forms are often used to allow patients to designate a representative to make health decisions for them if they are unable, grant permission to responsible adults in case a minor is under medical care, and allow health information to be shared among other health professionals to give a patient the best care.

 


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