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Physical Therapy — Initial Evaluation Template

Rehabilitation Physical Therapy Updated: 1/4/2026

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]
Functional Status:
  • Prior Level of Function (PLOF): Independent / Assist needed
  • Current Limitations: [Walking, sleeping, lifting, ADLs]
Medical History: [Relevant comorbidities, past surgeries]

Objective

Observation:
  • Posture: [Forward head, kyphosis, lordosis]
  • Gait: [Antalgic, step length, assistive device]
  • Swelling/Edema: [Location and grade]
Range of Motion (ROM):
  • [Joint]: Flexion [X]° / Extension [X]° (L/R)
  • [Joint]: Abduction [X]° / Rotation [X]° (L/R)
Strength (MMT):
  • [Muscle Group]: [0-5]/5 (L/R)
  • [Muscle Group]: [0-5]/5 (L/R)
Palpation:
  • Tenderness: [Anatomic location]
  • Muscle Tone: [Spasm, tight bands]
Special Tests:
  • [Test Name]: Positive / Negative
  • [Test Name]: Positive / Negative
Neurological:
  • 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 / Poor

Plan 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]
Goals (Short Term - 2-4 weeks):

1. Reduce pain to [X]/10.
2. Increase [Joint] ROM to [X]°.
3. Improve functional score (e.g., LEFS/DASH) by [X] points.

Goals (Long Term - 6-8 weeks):

1. Return to [Specific Activity] without pain.
2. Full ROM and Strength within functional limits.
3. Independent with HEP.

💡 Tip: Click anywhere to edit. Changes are temporary.

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