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Lumiform Template Library

Health Services

Accident Incident Report Form

Accident Incident Report Form

Use this accident incident report form to write a complete accident report.

Ambulance Inspection Form

Ambulance Inspection Form

This ambulance inspection form is used by all samaritan crew members to perform daily shift change inspections.

Care Staff Supervision Template

Care Staff Supervision Template

Use our supervision template for care staff to plan shifts and organize your employees.

COVID-19 | Preparation checklist for healthcare providers (CDC)

COVID-19 | Preparation checklist for healthcare providers (CDC)

This checklist is for service providers in the healthcare industry. It can be used to review steps in preparing for transport and upon arrival of patients with confirmed or possible COVID-19.

Covid-19 | Social Distancing Plan for Nursing Homes and Adult Care Facilities

Covid-19 | Social Distancing Plan for Nursing Homes and Adult Care Facilities

Use this template to create a social distancing plan for nursing homes and adult care facilities.

Employee Temperature Log Sheet Template

Employee Temperature Log Sheet Template

Use this checklist to check the temperature of employees when they enter the building.

First Aid Kit - Replacement List

First Aid Kit - Replacement List

Use this template to check first aid kits for completeness and get a replacement if necessary.

Hospital Housekeeping Checklist Template

Hospital Housekeeping Checklist Template

Use this hospital housekeeping checklist template to easily identify hospital units and rooms to be cleaned.

Hospital Patient Satisfaction Survey Sample

Hospital Patient Satisfaction Survey Sample

This hospital patient satisfaction survey sample can be implemented by medical secretaries or clinic workers to assess patient satisfaction.

Internal Audit Checklist for Pharmacy

Internal Audit Checklist for Pharmacy

Use this internal audit checklist for pharmacy to carry out extensive self-checks and ensure compliance.

MDSAP Audit

MDSAP Audit

Use Lumiform's FREE MDSAP audit checklists to determine if the manufacturer's Quality Management Systems meet ISO 13485 requirements.

Medical Record Audit Checklist Template

Medical Record Audit Checklist Template

Record data and the information after the auditor completes the medical record audit with this checklist.

Medical Waste Management Audit Checklist

Medical Waste Management Audit Checklist

A medical waste management checklist is used to check your compliance with set standards.

Nursing Audit Checklist Format

Nursing Audit Checklist Format

This nursing audit checklist template is used for the process of determining the quality of nursing care by reviewing clinical records made by healthcare professionals.

Nursing SOAP Note

Nursing SOAP Note

Nurses can use this SOAP note template to collect patient’s information for admission purposes.

Patient Satisfaction Survey Template

Patient Satisfaction Survey Template

This Patient Satisfaction Survey Template helps medical professionals to instantly determine the grade of patient satisfaction.

Patient Survey Template

Patient Survey Template

This Patient Survey Template based on the HCAHPS Survey helps you to measure the quality of hospital care.

Pediatric SOAP Note

Pediatric SOAP Note

Work with this pediatric SOAP note template to document the child patient’s condition.

Pharmacy Audit Template

Pharmacy Audit Template

Improve the daily business of your pharmacy with this pharmacy audit template.

Pharmacy Inspection Checklist

Pharmacy Inspection Checklist

This pharmacy inspection checklist makes it easier for pharmacists to meet the demands of an internal audit.

SOAP Note Template

SOAP Note Template

This SOPA note template is a documentation format used to evaluate patient conditions.

Vaccine Refrigerator Temperature Log Sheet

Vaccine Refrigerator Temperature Log Sheet

This vaccine refrigerator temperature log sheet recognizes the CDC-recommended refrigerator and freezer temperature for vaccine storage.

Workplace Health and Safety Audit

Workplace Health and Safety Audit

Utilize this Workplace Health and Safety Audit to ensure a safe and carefree work environment for your employees.

Why are digital templates useful for the healthcare industry?


An audit in the health care system's various areas ensures that the intended quality standards are maintained in nursing care, in the hospital, or for processes and workflows in health care facilities. Professional and digital templates for the different application areas in the health care system make your daily work processes and tasks easier. Ready-made checklists save you time and ensure that all information is retrieved and that the tasks at hand are completed properly.


Checklist templates can be successfully used in all areas of the health care system. In this way, procedures and work processes can be accelerated and made more efficient and safe. For example, the quality of professionals in the health care system's care sector is assessed and evaluated by checking clinical records. In nursing homes, for example, it can be ensured that patients always receive high-quality care.

Accordingly, a checklist can be successfully used in the health care system in the following areas:


  1. for auditing: health and safety,

  2. for health and safety at work,

  3. for the evaluation of infection prevention in anaesthesia,

  4. for checking the medical file

  5. for as a checklist for home visits.

The application areas of digital checklists are versatile and can be used from:


  • hospitals,

  • carers,

  • Doctors,

  • pharmacists,

  • or successfully used by other health care institutions.

A customized digital checklist in healthcare is your guide to daily challenges and weekly, monthly and annual inspections and tests. A digital checklist is used in the healthcare sector as a tool for conducting internal and external audits. Working with a checklist helps you to meet specified quality standards. You make sure that the patient's care meets the standards of the health care institution. A checklist also makes it easier to check clinical records for auditing. Simultaneously, you can use a form to efficiently implement a standardized complaints management system in the health care system. An evaluation in nursing is helpful to identify gaps and areas where patient care can be improved at an early stage.



How is a checklist drawn up in the health care system?


With a checklist, for example, the management staff in a hospital can systematically list what needs to be done, how it is to be implemented, and what needs to be done for the corresponding audit. Regardless of whether you use a checklist for hygiene audits in hospitals or increase your nursing staff's efficiency.


The following five tips will help you to create checklist templates for a wide variety of health care audits that will effectively help you and your team at work:


1. Keep an overview of the tasks


The administration in the health care industry is an extensive task. Every day there are numerous and different tasks from cleaning tasks to personnel management and patient care. A structured, clear, and careful working method is essential in the health care system. If you use digital checklist templates, you will save a lot of time in the administrative area. At the same time, you make sure that all information is available and included in the check. With the same processes and routine checks, the data collected can also be evaluated to make them more efficient and secure.


A structured, clear, and careful working method is essential in the health care system. If you use digital checklist templates, you will save a lot of time in the administrative area. At the same time, you make sure that all information is available and included in the check. With the same processes and routine checks, the data collected can also be evaluated to make them more efficient and secure.


2. Leave room for individual comments


The health care sector is an extensive industry with a wide range of tests, audits, and cleaning specifications in hospitals. A checklist for hygiene in hospitals alone can vary greatly, depending on the particular facility. A cleaning plan for the hospital with samples is individually adapted to the respective location. The importance of comments, notes, or recommendations on the respective form is critical to meet the requirement of completeness in audits.

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3. Test the checklist template before using


After completing the template, the checklist should be carried out once as a test run. This is the only way you can identify any gaps and errors after the run, which you can then improve until you have your desired checklist that supports you in your challenges. In this way, you will have a smooth checklist for recurring quality checks in the healthcare sector.


4. Train your team


For your institution to be considered reliable and of high quality, your staff should be given the right training and education opportunities. This includes the correct use of templates and checklists in the institution. If all staff know how to fill in and use a checklist correctly, daily audits and inspections can be carried out more efficiently and carefully.



FAQs: Frequently asked questions regarding templates in the health care sector


In which areas of the health care system can template be used?


In all health care areas, templates for audits and quality checks are a help. Also, tasks such as patient admissions, routine examinations, and care and nursing tasks can be processed more efficiently with a template.


What are the benefits of digital originals for a healthcare facility?


Digitizing checklist templates in the health care sector offers numerous advantages. They help healthcare institutions to save time and effort when conducting, for example, care audits. So they can focus on promoting quality standards inpatient care. There is no paper chaos; information is not lost and is always available in digital form. Those who use desktop software and apps for their healthcare checklists can also save time by completing their administrative tasks, reporting and analyses digitally.


Will the documentation obligation be met by a digital checklist in the health care system ?


There is a documentation obligation in the various fields of application in health care. Digital inspections and audits with checklists facilitate this by storing them in the cloud immediately after their inspection and thus archiving them. Once the documentation period has expired, they can be deleted. Besides, the documents can be accessed at any time and from anywhere when they are needed.