Template

Traffic Light Medical Checklist

by Zahrah Ratna Sari, from the Community

10+

This Traffic Light Medical checklist helps teams monitor and report medical-related expenses across multiple locations. It includes fields for operation and site selection, audit dates, preparer details, personnel, and status checks such as medical expense below budget, report availability, and excess management. Capture remarks and additional information, then finalize with a signature to standardize reviews and ensure accountability across regions.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
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This HROA Medical checklist helps healthcare teams record and review key audit details. Capture audit title, operation, date, preparer, and personnel, then document medical expense reports against budget, add remarks and additional information, and finalize with required signatures. Use it to standardize medical expense verification and support compliance across clinics and hospitals.
by Malinda Wiranti, from the Community
Downloads: 20+
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Template
Traffic Light Employee Event Checklist
This Traffic Light Employee Event template helps operations teams plan and track employee events across multiple sites. Capture audit titles by operation and month, select regional or plant locations, and record key details including conducted on, prepared by, personnel involved, and execution status. Use traffic light status to confirm the event ran as scheduled, note if costs stayed below budget, and add remarks or additional information. Built-in signature fields support approvals and accountability across plants and offices.
by Zahrah Ratna Sari, from the Community
Downloads: 10+
Get
Template
Medical History Form
A medical history form is filled out to provide a patient’s current medical record and history. It helps medical professionals determine the best possible medical treatment for patients by determining past, and possibly correlated, medical conditions. Maintaining the security of data collected through medical history forms is crucial for healthcare institutions to stay compliant with legal requirements.
by SafetyCulture
Downloads: 50+
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Template
Manager Audit Medical V2
This Manager Audit Medical V2 template helps managers assess cleanliness, hygiene, and safety standards across medical facilities. Sections cover general areas, high and low surfaces, doors and partitions, treatment rooms, clinical and general waste handling, medical equipment, sinks and splashguards, switches and sockets, washrooms, lockers, hand hygiene dispensers, and feminine hygiene. It also includes kitchen checks for appliances, surfaces, and waste, plus sign-off for accountability. Use it to standardize inspections, track issues, and maintain regulatory compliance.
by Teresa Steel Chauland, from the Community
Downloads: 0
Get

HROA Medical Checklist

This HROA Medical checklist helps healthcare teams record and review key audit details. Capture audit title, operation, date, preparer, and personnel, then document medical expense reports against budget, add remarks and additional information, and finalize with required signatures. Use it to standardize medical expense verification and support compliance across clinics and hospitals.

by Malinda Wiranti, from the Community

20+

Get

Template

Traffic Light Employee Event Checklist

This Traffic Light Employee Event template helps operations teams plan and track employee events across multiple sites. Capture audit titles by operation and month, select regional or plant locations, and record key details including conducted on, prepared by, personnel involved, and execution status. Use traffic light status to confirm the event ran as scheduled, note if costs stayed below budget, and add remarks or additional information. Built-in signature fields support approvals and accountability across plants and offices.

by Zahrah Ratna Sari, from the Community

10+

Get

Template

Medical History Form

A medical history form is filled out to provide a patient’s current medical record and history. It helps medical professionals determine the best possible medical treatment for patients by determining past, and possibly correlated, medical conditions. Maintaining the security of data collected through medical history forms is crucial for healthcare institutions to stay compliant with legal requirements.

by SafetyCulture

50+

Get

Template

Manager Audit Medical V2

This Manager Audit Medical V2 template helps managers assess cleanliness, hygiene, and safety standards across medical facilities. Sections cover general areas, high and low surfaces, doors and partitions, treatment rooms, clinical and general waste handling, medical equipment, sinks and splashguards, switches and sockets, washrooms, lockers, hand hygiene dispensers, and feminine hygiene. It also includes kitchen checks for appliances, surfaces, and waste, plus sign-off for accountability. Use it to standardize inspections, track issues, and maintain regulatory compliance.

by Teresa Steel Chauland, from the Community

Get

Traffic Light Medical Checklist

About author

You might also like

HROA Medical Checklist

Traffic Light Employee Event Checklist

Medical History Form

Manager Audit Medical V2

You might also like

HROA Medical Checklist

Traffic Light Employee Event Checklist

Medical History Form

Manager Audit Medical V2