Physical Therapy — Initial Evaluation Template
The Physical Therapy Initial Evaluation Template is designed for physical therapists evaluating new patients for musculoskeletal or neurological conditions. This template documents subjective history, pain levels, functional limitations, objective measurements (ROM, strength, special tests), detailed assessment, and plan of care with functional goals. Supports Medicare requirements for G-codes and functional reporting. Ideal for outpatient PT clinics.
Template
Patient Information
Date: [Date]
Visit Type: Initial Evaluation
Referring Provider: [Name]
Diagnosis (Medical): [Diagnosis]
Subjective
Chief Complaint: [Primary area of pain or dysfunction] Mechanism of Injury: [Traumatic / Insidious / Post-operative] Date of Injury/Onset: [Date] Pain:- Current: [0-10] / Worst: [0-10] / Best: [0-10]
- Description: [Sharp, dull, aching, burning]
- Aggravating factors: [Movement, position, activity]
- Alleviating factors: [Rest, ice, meds]
- Prior Level of Function (PLOF): Independent / Assist needed
- Current Limitations: [Walking, sleeping, lifting, ADLs]
Objective
Observation:- Posture: [Forward head, kyphosis, lordosis]
- Gait: [Antalgic, step length, assistive device]
- Swelling/Edema: [Location and grade]
- [Joint]: Flexion [X]° / Extension [X]° (L/R)
- [Joint]: Abduction [X]° / Rotation [X]° (L/R)
- [Muscle Group]: [0-5]/5 (L/R)
- [Muscle Group]: [0-5]/5 (L/R)
- Tenderness: [Anatomic location]
- Muscle Tone: [Spasm, tight bands]
- [Test Name]: Positive / Negative
- [Test Name]: Positive / Negative
- Sensation: Intact / Impaired [dermatome]
- Reflexes: [0-4+]
Assessment
Clinical Impression:Patient presents with signs and symptoms consistent with [Diagnosis], resulting in deficits in [ROM, Strength, Endurance] limiting [Functional Activity]. Patient would benefit from skilled physical therapy to improve [Goals].
Prognosis: Excellent / Good / Fair / PoorPlan of Care
Frequency: [X] times per week for [X] weeks Interventions:- Therapeutic Exercise (97110): [Strengthening, ROM]
- Neuromuscular Re-ed (97112): [Balance, proprioception]
- Manual Therapy (97140): [Mobilization, STM]
- Modalities: [Ultrasound, e-stim]
1. Reduce pain to [X]/10.
2. Increase [Joint] ROM to [X]°.
3. Improve functional score (e.g., LEFS/DASH) by [X] points.
1. Return to [Specific Activity] without pain.
2. Full ROM and Strength within functional limits.
3. Independent with HEP.
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