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.
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Medical Progress Template
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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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Excel | Word | PDF | Smartsheet
Medication Schedule Template
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.
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Excel | Word | PDF | Smartsheet
Medical Referral Form Template
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.
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Excel | Word | PDF
Medical History Form Template
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.
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Excel | Word | PDF
Medication List Template
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.
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Excel | Word | PDF
Medical Chart Template
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.
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Excel | Word | PDF
Medical Invoice Template
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.
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Excel | Word | PDF
Medical Log Template
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.
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Excel | Word | PDF
Clinical Research Audit Template
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.
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Excel | Word | PDF
Medical Monitoring Plan Template
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.
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Excel | Word | PDF
Patient Sign-In Sheet Template
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.
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Excel | Word | PDF
Patient Discharge Form Template
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.
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Excel | Word | PDF
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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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by Kate Eby on Jul 24, 2017
A request for information (RFI) is a document used to gather information from vendors or suppliers in order to create a shortlist of potential suppliers for a project. The purpose of an RFI is to collect information and compare businesses that are offering products or services that you require to complete a project.
Below you will find a collection of free templates, including an RFI response template, a log for tracking RFIs, and a simple request for information template. Word and Excel options are available to download and print for free.
Why Use a Request for Information?
Free Personal Info Templates
Sending out an RFI provides clear communication with suppliers by defining your requirements, the scope and purpose of the RFI, and how respondents should reply to the RFI. The document may include specific questions that suppliers need to answer as well as information for them about your organization, the procurement process, and project needs. The goal of an RFI is to collect information in order to inform the next step of your decision process. If the objective of the RFI is to create a shortlist of potential suppliers, having detailed written information from each potential vendor can accelerate this process and help narrow your choices so that you can efficiently choose appropriate suppliers. An RFI also provides a standardized process for collecting information, which shows suppliers that you are acting both fairly and competitively as you compare participants.
What Are the Differences Among a Request for Information, a Request for Proposal, and a Request for Quotation?
RFIs are used to collect summarized information, not detailed bids or work proposals. This distinguishes an RFI from an request for proposal (RFP), which is a formal, comprehensive request for a proposal (usually with the intension of purchasing goods or services). A request for information typically precedes a RFP, which provides details about the scope of the project being undertaken, the timeline and budget, and the requirements that a vendor needs to meet. Proposal submissions will be equally comprehensive so that you can adequately compare and select a supplier.
Similar to an RFP, a request for quotation (RFQ) solicits price quotes for specific products or services. Use this document to compare vendors based primarily on pricing differences. You may send an RFQ prior to or as part of an RFP, or it may go out after you have collected proposals if you need a more detailed pricing bid from shortlisted suppliers.
What to Include in a Request for Information
The information included in an RFI will depend on its intent. If you’re using an RFI to shortlist vendors for a project, it will typically include an introduction that explains the purpose of the RFI, a description of the process that you will follow for reviewing responses and distributing RFPs, rules for how suppliers should respond to the RFI, and the requirements that suppliers need to meet. You should provide details for whatever data you’re seeking from suppliers, such as pricing, delivery methods, products, and other business information. An RFI may also include a request for acknowledgement from the supplier that they have received the document. It is also important to include a confidentiality clause for suppliers to agree to or otherwise address in their responses. Of course, RFI templates are preformatted to save you time and help standardize your process, but you can easily edit them to serve your specific needs.
Request for Information Templates for Excel
Construction Request for Information Template - Excel
Contractors and subcontractors use RFIs to get clarification on an issue before proceeding with work. A request for information may serve the same function as a change order if the scope of work needs to be modified. This is the case unless you need a more formal change request for approval. On this template, contractors can specify a drawing number for reference and indicate possible changes in cost or schedule. This template includes a section at the top for listing the project name, location, and other details.
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Excel | Smartsheet
Request for Information Log - Excel
It’s not unusual for multiple RFIs to be sent during the course of a construction project, as questions about plans and specifications arise. This RFI log template can help keep the requests organized and track their progress. You can identify the priority and current status for each item on the log, who initiated the request, who is responsible for addressing the RFI, and deadlines.
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Excel | Smartsheet
Request for Information Response Template
This RFI response template provides preformatted sections for participants to fill out, but you can modify the included fields to match your particular requirements. Providing vendors with detailed questions to answer makes it easy for them to respond and helps ensure that you get a comprehensive picture of what they have to offer. Questions may relate to the scope of work, a vendor’s ability to meet certain requirements, cost estimates, and more.
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Excel | Word | Smartsheet
Government Contractor Construction Request for Information - Excel
This construction request for information template is designed specifically for government contractors. It includes sections for contract details, recommendations from the contractor, a response from a government entity, and attachments. This is a simple RFI template that you can easily modify for any construction project.
Creative Agency Request for Information Template
If you’re looking for marketing or advertising agencies (for a specific project or as potential partners for future projects), this RFI template outlines a simple yet thorough request. Collect information on agency background and success stories, team members, previous clientele, potential conflicts of interest, and any other relevant information. Use the template to create a shortlist of agencies to engage in an RFP process.
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Excel | Word
Request for Information Response Comparison Template - Excel
Use this spreadsheet template to support the RFI comparison process. By placing vendor responses side-by-side, you can quickly see how they compare based on pricing and your essential requirements. After evaluating the results of this comparison, you can note on the template which vendors should be shortlisted and which do not match your needs.
Request for Information Templates for Word
Request for Information with Cover Letter Template - Word
Including a cover letter with your RFI allows you to briefly and clearly state the purpose of the RFI and the closing date for responses. While not required, a request for information letter template adds a professional tone, especially when printed on company letterhead. In addition to a cover letter, this template provides an outline for you to follow as you add the details of your RFI, from the opportunity being presented to instructions on how to submit a response.
Simple Request for Information Template - Word
This RFI template offers a simple layout and is best suited to construction projects. You can include an RFI number at the top of the template for tracking, indicate references for drawings and specifications, and note any included attachments. You can easily print or share the template via email.
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