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Orthopedics — Knee Evaluation Template

Orthopedics Orthopedics Updated: 11/26/2025

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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