Orthopedics — Knee Evaluation Template
The Knee Evaluation Template is designed for orthopedic surgeons and sports medicine physicians evaluating patients with knee complaints. This template documents comprehensive knee assessment including ligament stability testing, meniscal evaluation, patellofemoral assessment, and imaging interpretation. Supports appropriate billing for E/M services and includes sections for mechanism of injury, functional limitations, detailed physical examination with special tests, and treatment planning for ACL/PCL/meniscal/arthritic conditions. Ideal for orthopedic practices and sports medicine clinics.
Template
Patient Information
Date: [Date]
Visit type: New / Follow-up / Post-injury / Post-operative
Side: Right / Left / Bilateral
Chief Complaint
[Primary knee symptom]
Duration: [Onset, timeline]
Current status: Improving / Stable / Worsening
History of Present Illness
Mechanism of injury: [If traumatic]
- Date: [Date]
- Activity: [Sport, fall, twist, direct blow]
- Position of knee: [Flexion, extension, valgus, varus, rotation]
- Felt/heard pop: Yes / No
- Immediate swelling (<2 hours): Yes / No
- Able to bear weight immediately: Yes / No
- Able to continue activity: Yes / No
Onset: Acute traumatic / Gradual / Insidious
Symptoms:
- Pain location: Medial / Lateral / Anterior / Posterior / Diffuse
- Swelling: None / Intermittent / Constant
- Mechanical symptoms:
- Locking: Yes / No — [True lock vs catching]
- Catching: Yes / No
- Giving way: Yes / No — Frequency: [X]
- Popping/clicking: Yes / No
- Stiffness: Yes / No — AM / After sitting
- Instability: Yes / No — With: [Cutting, pivoting, stairs, walking]
Functional Impact
Walking: Unlimited / [Distance limitation]
Stairs: Normal / Difficult ascending / Difficult descending / Requires rail
Running: Able / Unable
Cutting/pivoting: Able / Unable
Squatting: Able / Limited / Unable
Kneeling: Able / Painful / Unable
Sport participation: [Current level vs pre-injury]
Work limitations: None / Modified duty / Unable to work
Prior Knee History
Previous injuries (this knee): None / [ACL tear, meniscus tear, etc.]
Previous surgeries (this knee): None / [Procedure, date, surgeon]
Previous injections: None / [Type, date, response]
Physical therapy: [Prior treatment, response]
Contralateral knee: Normal / [Issues]
Risk Factors
Age: [X] years
Activity level: Sedentary / Recreational / Competitive athlete
Sport(s): [List]
BMI: [X]
Alignment: Neutral / Varus / Valgus (clinical observation)
Physical Examination
Standing:
- Alignment: Neutral / Varus / Valgus
- Gait: Normal / Antalgic / Thrust [varus/valgus]
- Single leg stance: Stable / Unstable
Sitting:
- Quadriceps tone: Symmetric / Atrophy [X cm above patella]
- Patellar tracking: Normal / J-sign / Lateral tracking
Supine:
Inspection
Swelling: None / Mild / Moderate / Large
- Location: Suprapatellar / Diffuse / [Localized]
Ecchymosis: None / [Location]
Scars: None / [Location, well-healed]
Skin: Intact / [Abnormality]
Palpation
Effusion: None / Small / Moderate / Large
- Ballottement: Positive / Negative
- Fluid wave: Positive / Negative
Tenderness:
- Medial joint line: Yes / No
- Lateral joint line: Yes / No
- Medial femoral condyle: Yes / No
- Lateral femoral condyle: Yes / No
- Tibial plateau medial: Yes / No
- Tibial plateau lateral: Yes / No
- Patella: Yes / No — Facets: Medial / Lateral
- Patellar tendon: Yes / No
- Quadriceps tendon: Yes / No
- Pes anserine: Yes / No
- IT band: Yes / No
- Fibular head: Yes / No
- Popliteal fossa: Yes / No — Mass: Yes / No
Warmth: None / Present
Crepitus: None / Patellofemoral / Tibiofemoral
Range of Motion
Affected Contralateral
Extension: [X]° [X]°
Flexion: [X]° [X]°
Extension lag: None / [X]°
Ligament Examination
ACL Testing:
- Lachman test: Negative / Positive
- Endpoint: Firm / Soft
- Translation: 1+ / 2+ / 3+ (mm: <5 / 5-10 / >10)
- Anterior drawer: Negative / Positive — [Grade]
- Pivot shift: Negative / Glide / Clunk / Gross
PCL Testing:
- Posterior drawer: Negative / Positive — [Grade]
- Quadriceps active test: Negative / Positive
- Posterior sag sign: Negative / Positive
MCL Testing:
- Valgus stress at 0°: Stable / Unstable [Grade I/II/III]
- Valgus stress at 30°: Stable / Unstable [Grade I/II/III]
LCL/PLC Testing:
- Varus stress at 0°: Stable / Unstable [Grade I/II/III]
- Varus stress at 30°: Stable / Unstable [Grade I/II/III]
- Dial test at 30°: Negative / Positive [External rotation asymmetry]
- Dial test at 90°: Negative / Positive
- Posterolateral drawer: Negative / Positive
- Reverse pivot shift: Negative / Positive
Meniscal Testing
McMurray test:
- Medial: Negative / Positive [Click, pain]
- Lateral: Negative / Positive
Apley compression: Negative / Positive
Thessaly test: Negative / Positive [Medial / Lateral]
Joint line tenderness: Medial / Lateral / Neither / Both
Patellofemoral Examination
Patellar mobility: Normal / Hypermobile / Hypomobile
Patellar tilt: Neutral / Lateral / Medial
Apprehension test: Negative / Positive
Patellar grind (Clarke's): Negative / Positive
Q-angle: [X]° (normal <15° male, <20° female)
Strength (0-5)
Quadriceps: [X]/5
Hamstrings: [X]/5
Hip abductors: [X]/5
Neurovascular
Sensation: Intact / [Deficit location]
Pulses: DP [2+], PT [2+]
Compartments: Soft
Imaging Review
X-rays: [Date]
- Standing AP: [Joint space, alignment, osteophytes]
- Lateral: [Patella position, joint space]
- Sunrise/Merchant: [Patellofemoral joint]
- Long-leg alignment: [If obtained, mechanical axis]
MRI: [Date if available]
- ACL: Intact / Partial tear / Complete tear
- PCL: Intact / [Findings]
- MCL: Intact / [Grade sprain]
- LCL/PLC: Intact / [Findings]
- Medial meniscus: Intact / [Tear type, location, zone]
- Lateral meniscus: Intact / [Tear type, location, zone]
- Articular cartilage: [Grade, location]
- Bone: [Edema, fracture, lesion]
- Other: [Effusion, Baker's cyst, loose bodies]
Assessment
1) [Primary diagnosis] — [Side]
[Classification/grade if applicable]
2) [Secondary diagnoses if present]
Plan
Conservative Management (if applicable)
1) Activity modification:
- Weight-bearing: WBAT / Partial / Non-weight-bearing
- Brace: [Type if indicated]
- Crutches: [Duration if needed]
2) Physical therapy:
- Focus: [ROM, strengthening, stability training]
- Frequency: [X] times/week for [X] weeks
3) Medications:
- [NSAIDs, analgesics as appropriate]
4) Injections (if indicated):
- [Corticosteroid / Hyaluronic acid / PRP]
- Location: Intra-articular / [Specific]
Surgical Management (if indicated)
Procedure: [Specific procedure]
- ACL reconstruction: [Graft choice: BTB, hamstring, allograft, QT]
- Meniscal: Repair vs partial meniscectomy
- Cartilage: [Microfracture, OAT, ACI]
- Arthroplasty: [TKA, UKA, PFA]
Timing: [Urgent, elective, after PT prehab]
Pre-operative: [Clearance, imaging, PT]
Follow-up
Return: [Timeframe]
- Sooner if: Locking, increased swelling, giving way, fever
Patient Education
Diagnosis explanation, treatment rationale, activity restrictions, home exercises, ice/elevation for swelling, warning signs, expected recovery timeline.
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