Speech Therapy — Evaluation Template
The Speech Therapy Evaluation Template is designed for Speech-Language Pathologists (SLPs) evaluating patients for speech, language, cognitive-communication, or swallowing disorders (dysphagia). This template documents receptive/expressive language, speech motor function, voice quality, cognitive status, and swallowing safety. Supports Medicare requirements for functional reporting and goal setting. Ideal for outpatient clinics, hospitals, and SNFs.
Quick-Use Checklist
Use this checklist before finalizing documentation.
- Confirm visit context, chief concern, and date/time of service before note completion.
- Capture required exam/findings and plan elements that support coding specificity.
- Document medical decision making clearly to reduce denials and audit risk.
Template
Patient Information
Date: [Date]
Visit Type: Initial Evaluation
Ref Physician: [Name]
Diagnosis: [Medical Diagnosis - e.g., CVA, Parkinson's]
Treatment Diagnosis: [SLP Diagnosis - e.g., Dysphagia, Aphasia]
Subjective
Chief Complaint: [Difficulty swallowing, slurred speech, memory loss] History: [Onset date, mechanism, prior level of function] Communication Needs: [Wants to communicate with family, safety needs]Objective (Assessment)
Hearing: Screened (Pass/Fail) / Prior hearing loss Speech Motor:- Oral Mech Exam: [Strength/ROM/Symmetry of lips, tongue, jaw]
- Articulation: [Intelligibility % in context]
- Voice: [Quality, loudness, pitch]
- Fluency: [Disfluencies present?]
- Receptive: [Following commands, Yes/No questions]
- Expressive: [Naming, Repetition, Conversation]
- Attention: [Sustained, Selective]
- Memory: [Immediate, Short-term]
- Problem Solving/Executive Function: [Safety judgment]
- Oral Phase: [Bolus formation, transit]
- Pharyngeal Phase: [Hyolaryngeal excursion, s/s aspiration]
- Trials:
- Thin Liquids: [Results]
- Nectar/Honey: [Results]
- Puree/Solids: [Results]
Assessment
Impression: Patient presents with [Severity] [Diagnosis] characterized by [Deficits]. Prognosis is [Good/Fair/Poor] based on [Factors]. Functional Limitation: Identifying safety risks and communication breakdown.Plan of Care
Frequency: [X] times per week for [X] weeks. Interventions:- [Dysphagia Therapy - 92526]
- [Cognitive Therapy - 97127]
- [Speech/Language Tx - 92507]
1. Patient will tolerate [Diet consistency] without s/s of aspiration in [X]% of trials.
2. Patient will use compensatory strategies for [Memory/finding words] with [Level] cues.
3. Patient will increase intelligibility to [X]% with unfamiliar listeners.
💡 Tip: Click anywhere to edit. Changes are temporary.
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