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General Practitioner Template

Functional Capacity Evaluation

A professional General Practitioner template for healthcare professionals.
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About this template

Need a detailed assessment of a patient's physical capabilities? A Functional Capacity Evaluation (FCE) template is a crucial tool for General Practitioners and other medical professionals. This template helps to systematically document a patient's physical abilities, limitations, and tolerances across various activities. It's used to assess a patient's ability to perform work-related tasks, daily living activities, and to guide rehabilitation and return-to-work planning. This template is designed to be used with Heidi, our AI medical scribe, which will automatically populate the template based on the patient's visit transcript, saving you time and improving accuracy.

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{ "example_output": "Functional Capacity Evaluation for Mr. John Smith, referred by Dr. Emily Carter, Occupational Physician, to assess his functional abilities following a workplace injury. History of presenting condition Mr. Smith sustained a lower back injury on 10th June 2024 while lifting heavy boxes at work. He reported immediate pain and was unable to continue working. Initial diagnosis was a lumbar strain. He underwent physiotherapy and received pain medication. He attempted a return to work on light duties after 6 weeks, but was unable to tolerate the tasks due to persistent pain. He has been off work since. Past medical history Mr. Smith has a history of occasional lower back pain, but no prior surgeries. He reports no other significant medical history. Current situation Mr. Smith reports constant lower back pain, rated 6/10 on a visual analogue scale, which increases with prolonged sitting or standing. He also reports pain radiating down his left leg. He is taking paracetamol and ibuprofen for pain relief. He reports difficulty with bending, lifting, and prolonged walking. Functional tolerances | Task | Reported Function | Observed Tolerances | |---|---|---| | Sitting | Tolerates 30 minutes before pain increases | Observed: Able to sit for 20 minutes before fidgeting and changing position. | | Walking | Tolerates 10 minutes on flat surfaces | Observed: Walks with a slight limp, favoring the left leg. Tolerates 5 minutes before needing to rest. | | Standing | Tolerates 15 minutes | Observed: Shifts weight frequently, unable to stand still for more than 10 minutes. | | Driving | Tolerates 20 minutes | Observed: No driving observed. | | Stair climbing | Able to climb 1 flight of stairs with difficulty | Observed: Uses handrail, reports pain with each step. | | Bending | Unable to bend forward to touch toes | Observed: Bends with significant guarding, limited range of motion. | | Squatting/Kneeling/Crouching | Unable to squat or kneel | Observed: Unable to perform these tasks. | | Lifting | Unable to lift more than 5kg | Observed: Unable to lift 5kg without significant pain. | | Reaching | Able to reach overhead with difficulty | Observed: Limited reach overhead, reports pain. | | Upper limb use | Able to use arms for light tasks | Observed: Able to use arms for light tasks, reports pain with repetitive movements. | Cognitive and social tolerances | Task | Reported Function | Observed Tolerances | |---|---|---| | Concentration | Able to concentrate for 30 minutes | Observed: Able to maintain focus during the interview. | | Memory | No memory issues reported | Observed: No memory issues observed. | | Thinking | No difficulties reported | Observed: No difficulties observed. | | Communication | Able to communicate effectively | Observed: Communicates clearly and effectively. | | Socialisation | Able to socialise | Observed: Interacts appropriately. Activities of daily living * Self-care: Independent. * Housework/chores: Limited ability to perform housework due to pain. * Sleep: Difficulty sleeping due to pain. * Family responsibilities: Able to care for family. * Exercise or activities: Unable to exercise. Hobbies or avocational activities Mr. Smith enjoys gardening, but is unable to participate currently due to his back pain. Current rehabilitation and treatment * Physiotherapy: Twice weekly. * Psychology: Weekly sessions. * Next specialist review: In 4 weeks. * Additional treatment: Pain medication. * Self-help activities: Gentle stretching exercises. Psychosocial Mr. Smith lives with his wife in a two-story house. He reports feeling anxious about his return to work and financial concerns. He has a supportive family and friends. He reports some interpersonal issues with his manager. Assessment of the individual's consistency of effort throughout the evaluation, including observations of pain behaviors, cooperation, and comparison of subjective reports with objective findings Mr. Smith demonstrated consistent effort throughout the evaluation. He cooperated well with all tests and assessments. His subjective reports of pain correlated with objective findings. Work * Current role: Warehouse worker. * Hours: 40 hours per week. * Duties: Lifting, packing, and moving goods. * Years of service: 10 years. * Physical demands: Heavy lifting, repetitive movements. * Psychosocial demands: Moderate. * Previous work history: Same role for the last 10 years. Physical assessment Observations * Blood pressure: 130/80 mmHg. * Heart rate at rest: 80 bpm. * Height: 178 cm, Weight: 95 kg, BMI: 29.9 (Overweight). * Hand dominance: Right-handed. * Gait: Antalgic gait, favoring the left leg. * Posture: Forward flexed posture. * Musculature: No obvious muscle wasting. Aerobic fitness | Test | Result | |---|---| | 3-min step test | 80 steps | Balance | Test | Result | |---|---| | Single leg stand eyes open | 15 seconds (left leg) | 20 seconds (right leg) | | Single leg stand eyes closed | Unable to maintain balance | Unable to maintain balance | | Heel toe walking | Unable to complete | Unable to complete | Musculoskeletal screen | Region | ROM | Muscle Strength | |---|---|---| | Neck | Full ROM | Normal | | Trunk | Flexion: Limited, Extension: Limited, Lateral Flexion: Limited | Normal | | Shoulders | Full ROM | Normal | | Elbows | Full ROM | Normal | | Wrist and hands | Full ROM | Grip strength: Right 30kg, Left 25kg | | Hips | Full ROM | Normal | | Knees | Full ROM | Normal | | Ankles and feet | Full ROM | Normal | Functional assessment | Task | Observations | Outcomes | |---|---|---| | Reach forward | Limited reach | Unable to reach forward without pain | | Reach above shoulders | Limited reach | Unable to reach above shoulders without pain | | Stoop | Unable to stoop | Unable to stoop | | Squat | Unable to squat | Unable to squat | | Kneel | Unable to kneel | Unable to kneel | | Stairs | Uses handrail, slow pace | Able to ascend and descend stairs with difficulty | Manual lifting tolerances | Activity | Safe Maximal Lift | Observations | |---|---|---| | Bench to floor | 5 kg | Guarding, pain reported | | Bench to bench | 7 kg | Guarding, pain reported | | Bench to shoulder | 7 kg | Guarding, pain reported | | Bench to above shoulders | 0 kg | Unable to lift | | Bilateral carry | 5 kg | Guarding, pain reported | | Left carry | 5 kg | Guarding, pain reported | | Right carry | 5 kg | Guarding, pain reported | Specific functional tasks * Typing: Able to type for short periods. * Writing: Able to write for short periods. Findings and recommendations Mr. Smith presents with significant functional limitations due to chronic lower back pain. He is currently unable to perform his pre-injury duties. Recommendations include continued physiotherapy and psychological support. A gradual return to work program with modified duties is recommended, with regular review and monitoring. Further investigation into the psychosocial factors impacting his recovery is also recommended. Review in 4 weeks. Date: 1 November 2024 }
[description of the purpose of the functional capacity evaluation, including referring party and reason for referral] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) History of presenting condition [Summary of relevant background information including: injury date and mechanism, nature of work at the time of injury, primary diagnosis, sequence of events following the injury including investigations, treatment, procedures, return to work dates and duties, and how return to work progressed.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) Past medical history [Relevant previous history including prior injuries, surgeries, ongoing conditions or factors that may impact current function.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a list.) Current situation [Details of the individual's current symptoms, severity and type of pain or discomfort, reported functional limitations, current medication use and any reported side effects.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph in full sentences.) Functional tolerances [Insert table with three columns. Left column includes: sitting, walking, standing, driving, stair climbing, bending, squatting/kneeling/crouching, lifting, reaching, upper limb use. Middle column should record the individual's *reported function*, including duration of tolerance and any contextual examples provided. Right column to be completed later with *observed function*.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Cognitive and social tolerances [Insert table with three columns. Left column includes: concentration, memory, thinking, communication, socialisation. Middle column should capture *reported function*, tolerance or limitations, including examples or context if provided. Right column to be completed later with *observed function*.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Activities of daily living [Dot-point list covering function in areas such as self-care, domestic chores, sleep, caregiving responsibilities, physical activity or recreational movement.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as dot points.) Hobbies or avocational activities [List any hobbies or non-work activities reported by the individual, including physical demands, time commitments, and functional implications.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a short paragraph or list.) Current rehabilitation and treatment [List current rehabilitation services including frequency and duration of physiotherapy, psychology, allied health or medical specialist involvement, any self-guided programs or strategies used by the individual.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a list.) Psychosocial [Describe living arrangements, household and location setup, family structure and responsibilities. Identify relevant psychosocial issues under the domains of worker (e.g. identity, motivation), workplace (e.g. relationships, support), health care systems (e.g. access, communication), and insurance systems (e.g. claims, disputes). Include any expressed mental health concerns, support networks, social engagement levels, and behavioural responses such as fear-avoidance or catastrophising.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph format.) [Assessment of the individual's consistency of effort throughout the evaluation. Include observations of pain behaviours, level of cooperation, and congruence or disparity between subjective reports and objective performance findings.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a paragraph.) Work [List the current job role, tasks, employment status, work hours, physical and psychosocial demands. Include length of time in the current position, and if applicable, previous roles, work history and years of service in other industries or positions.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in paragraph format.) Physical assessment Observations [Record objective clinical observations made during the evaluation. This may include vital signs (e.g., blood pressure, heart rate), height and weight (with BMI calculated), handedness, use of walking aids, posture, gait, muscle tone or bulk, presence of scars, wounds, or asymmetry.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in list or paragraph format.) Aerobic fitness [Insert table recording the results of the 3-minute step test or equivalent aerobic test used during the evaluation. Include measures such as heart rate response, recovery time, and any symptoms provoked.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Balance [Insert table summarising results of balance tests. Include tests such as single-leg stance (eyes open and closed), heel-toe walking, and any specific contextual balance tests such as outdoor navigation on uneven surfaces. Include results and any noted difficulties.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Musculoskeletal screen [Create a table documenting results of range of motion (ROM) and muscle strength testing for the following body regions: neck, trunk, shoulders, elbows, wrists and hands, hips, knees, ankles and feet. Include grip strength results measured via dynamometer in the wrist and hand section. Document asymmetries or pain elicited during testing.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Functional assessment [Create table documenting the observations and outcomes for the following functional tasks: reaching forward, reaching above shoulder height, stooping, squatting, kneeling, and stair climbing. Include functional ability and any adaptations, pain behaviours, or limitations observed.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Manual lifting tolerances [Create table including the following lifting tasks: bench to floor, bench to bench, bench to shoulder, bench to above shoulder, bilateral carry, left carry, right carry. Record the safe maximal weight lifted for each and any relevant performance observations.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Format as a table.) Specific functional tasks [List and describe tasks that are specific to the individual's job or pre-injury role. Include task demands, observed performance and any reported or observed limitations. Examples may include typing, writing, handling equipment, use of tools, ladder use etc.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a list or paragraph.) Findings and recommendations To be completed after by the clinician. (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript.)
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Specialty

General Practitioner

Used

27 times

Type

Document

Last edited

13.11.2025

Created by

Leanne Loch

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