# Free Templates for Healthcare Practices Source: https://nerix.ai/templates/for/healthcare New patient registration and consent forms, appointment reminders, privacy and data retention notices, safety and cleaning records, and the staff paperwork a small practice needs. Download Word or PDF. Search templates / - Popular - A to Z - Newest Filter templates Category Type Price ## 25 templates - [New patient registration form Practice or clinic name Date: Date 1. About you Full name: Patient's full name Date of birth: Date of birth Sex: Sex as on official papers, if needed Address: Home address Phone: Phone Email: Email New patient registration form Collect what a practice needs from a new patient: details, health history, medicines, consent and privacy. Operations and quality](https://nerix.ai/templates/new-patient-registration-form) - [Patient consent form Practice: Practice or clinic Patient: Patient's name Date of birth: Date of birth Patient number: Patient number (optional) Clinician: Clinician giving the treatment Date: 7 November 2026 1. The treatment Treatment or procedure Why it is recommended: Why it is recommended Patient consent form Record that a patient was told about a treatment, its risks and options, and agreed freely. Operations and quality](https://nerix.ai/templates/patient-consent-form) - [Subject: Reminder of your appointment on Date and time Hello Patient or client's first name , This is a friendly reminder of your appointment at Practice or business for Appointment f… When: Date and time Where: Where How long: How long it takes (optional) What to bring or do before (optional) If you can no longer come, please How to change or cancel so that we can offer the time to… We look forward to seeing you. Kind regards, Sent by Appointment reminder email Remind a patient or client of their appointment and make changing or cancelling it easy. Emails Email](https://nerix.ai/templates/appointment-reminder-email) - [Privacy Notice Last updated: 7 November 2026 1. Who we are Your business name ("we" or "us") runs the website Your website and is responsible for… Address: Business address Company registration number: Company registration number (optional) Email: Email for privacy questions Data protection officer: Data protection officer (optional) This notice explains what personal data we collect when you visit our website, contact us or bu… 2. The data we collect Contact details: your name, email address, phone number, and delivery and billing addresses. Website privacy notice Tell visitors and customers what data you collect, why, and what their rights are. Policies and terms](https://nerix.ai/templates/website-privacy-notice) - [Privacy notice for staff and applicants Company: Company name , Company address Contact: Privacy contact Effective from: Effective from This notice explains how Company name uses personal data about job applicants, employees, w… Data we collect Data we collect Why we use it Why we use it Our lawful reasons Our lawful reasons Staff privacy notice Tell staff and applicants what data you hold about them, why, who sees it and what rights they have. Company and legal](https://nerix.ai/templates/staff-privacy-notice) - [Data retention policy Company: Company name Applies under the law of: Country or region whose law applies Owner: Policy owner Effective from: Effective from Next review: Next review Purpose Company name keeps records only as long as it needs them for a clear reason, such as a lega… Principles Keep what we need, no more, and no longer than needed. Every kind of record has an owner, a reason and a keeping period. Data retention policy Say what records you keep, for how long and why, who owns them and how they are deleted. Company and legal](https://nerix.ai/templates/data-retention-policy) - [Privacy impact assessment Organisation: Organisation Project or system: Project or system Owner: Project owner Assessed by: Assessment carried out by Date: Date 1. What the project does What the project does 2. Why personal data is needed Why personal data is needed 3. The data Privacy impact assessment Check a new project that uses personal data: what you collect, the risks to people and how you reduce them. Company and legal](https://nerix.ai/templates/privacy-impact-assessment) - [Notice of a data breach Company name Date of the letter Dear Recipient's name , We are writing to tell you about a security incident that involved some of your personal inform… What happened On Date you found out we found that What happened When: When it happened (optional) What information was involved What information was involved Data breach notification to people affected Tell the people affected by a data breach what happened, what it means for them and what to do next. Company and legal Premium, €2.99](https://nerix.ai/templates/data-breach-notification-to-individuals) - [Data processing agreement Agree how a supplier may handle personal data for you: purpose, security, sub-processors, breaches and deletion. Company and legal Premium, €9.99](https://nerix.ai/templates/data-processing-agreement) - [Customer complaints procedure Tell customers how to complain, who answers and by when, and what happens if they are not satisfied. Operations and quality](https://nerix.ai/templates/customer-complaints-procedure) - [Customer satisfaction survey A short survey to learn how happy customers are, what to fix and what to keep doing. Sales and marketing](https://nerix.ai/templates/customer-satisfaction-survey) - [Incident report Record an accident, near miss or other incident clearly: facts first, then causes and actions. Operations and quality](https://nerix.ai/templates/incident-report) - [Near miss report Report something that nearly caused harm, find the cause and fix it before someone is hurt. Operations and quality](https://nerix.ai/templates/near-miss-report) - [Risk assessment Find what could go wrong, score it, decide what to do about it and record who will do it. Operations and quality](https://nerix.ai/templates/risk-assessment) - [Workplace health and safety policy Set out how your company keeps people safe at work: duties, risk checks, training, accidents and emergencies. Operations and quality Premium, €4.99](https://nerix.ai/templates/workplace-safety-policy) - [Fire drill record Record each fire drill: how long it took, what went wrong and what will be fixed. Operations and quality](https://nerix.ai/templates/fire-drill-record) - [Cleaning schedule Plan what is cleaned, how often and by whom, with a sign-off by a supervisor. Operations and quality](https://nerix.ai/templates/cleaning-schedule) - [Equipment inspection checklist Inspect a machine or tool before use, record faults and decide if it is safe to use. Operations and quality](https://nerix.ai/templates/equipment-inspection-checklist) - [Stock count sheet Count what is on the shelves, compare it with your records and explain every difference. Operations and quality](https://nerix.ai/templates/stock-count-sheet) - [Staff training record Keep one record of the training an employee has done, when it expires and what is due next. People and HR](https://nerix.ai/templates/staff-training-record) - [Popular Employment contract Set out the job, pay, hours, holidays and notice for a new employee. Contracts and agreements](https://nerix.ai/templates/employment-contract) - [Shift schedule Plan who works which shift each day of the week, with the cover you need and the rules everyone follows. Operations and quality](https://nerix.ai/templates/shift-schedule) - [Staff shift handover Pass a shift on without losing anything: guests, bookings, stock, problems and jobs left open. Operations and quality](https://nerix.ai/templates/staff-shift-handover) - [Return-to-work plan Agree a safe, step by step return after illness, injury or long leave, with support and review dates. People and HR](https://nerix.ai/templates/return-to-work-plan) - [Popular Invoice Bill a client clearly with items, tax, total, due date and how to pay. Money and payments](https://nerix.ai/templates/invoice) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) Templates ## Templates in this collection A practice handles personal and sensitive information every day, so its forms and notices must be clear about what is collected and why. These templates give you plain-worded starting points and leave medical and legal specifics to you and your regulator. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Healthcare practices ## Questions people ask ### Do these forms replace advice from my regulator? No. They are a careful starting point. Health records, consent and data protection rules differ by country and by profession, so check what your regulator and your lawyer require before you use them. ### How should completed forms be kept? Keep them where only authorised staff can reach them, and for no longer than your rules allow. The data retention policy template helps you write down how long and why. ### Are these templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do they follow my country's law? They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk. By trade ## Templates for other trades Every trade has its own page with the documents it reaches for. 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