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Exercise Physiologists Template

MD Initial Assessment

A professional Exercise Physiologists template for healthcare professionals.
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About this template

Need to document a patient's initial assessment? This MD Initial Assessment template is perfect for Exercise Physiologists. It helps you comprehensively capture a patient's subjective complaints, medical history, lifestyle, and exercise history. It also includes sections for objective findings like vital signs, range of motion, and functional capacity tests. With this template, you can efficiently create detailed and accurate medical documentation, saving time and ensuring all critical information is recorded. This template is designed to be easily used with Heidi, our AI scribe, to streamline your documentation process.

Preview template

**Subjective** **Presenting Complaint** - Patient presents with lower back pain, radiating into the left leg. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Onset was 10 October 2024. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Pain started after lifting a heavy box at work. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No prior therapy or surgery. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Pain has gradually worsened over the past month. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Symptoms** - Pain lasts all day, worse with sitting and bending. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Pain limits walking and bending. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No red flags reported. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Pain** - Pain is in the lower back and left leg, localised. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Pain is sharp and achy. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Pain is rated 7/10. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Aggravators: sitting, bending, lifting. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Relievers: rest, lying down. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Medical History** - No current or previous injuries. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No surgeries or previous medical interventions. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Safe to exercise clearance provided. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No chronic health conditions. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Careteam** - No specialist appointments. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No other allied health professionals involved. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Social History** - Works as an office worker. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Difficulty with activities of daily living, such as bending to put on shoes. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Restrictions in mobility, unable to participate in recreational activities. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Drives to clinic. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Lifestyle** - Drinks alcohol occasionally. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Non-smoker. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Hydration is good. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Sleeps 7-8 hours per night. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Balanced diet. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Exercise History** - No previous exercise history. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No current exercise history. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No home exercise equipment. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No fitness trackers or apps used. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No adherence to previous exercise program. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Psychological Readiness / Mental Health** - Moderate confidence in returning to exercise. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Mild stress. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Supportive family. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Barriers** - Time constraints. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Possible future barriers: work commitments. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Goals** - Short-term goals: reduce pain within 2 weeks. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Long-term goals: return to full function within 3 months. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Medication** - No current medication. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No previous medication. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No necessary medication for exercise. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) --- **Objective** **Observation** - Posture: slight forward head posture. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - No assistive devices. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - General presentation: guarding behaviour. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Vital Signs** - Resting heart rate (HR): 72 bpm. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Resting blood pressure (BP): 120/80 mmHg. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Oxygen saturation (SpO2): 98%. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Blood glucose levels: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Anthropometrics** - Height: 175 cm. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Weight: 80 kg. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - BMI: 26.1. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Waist circumference: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Range of Motion (ROM)** - Active and passive ROM of lumbar spine restricted. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Joint stiffness noted. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Strength Testing** - Manual Muscle Testing (MMT) results: lumbar extensors 4/5. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Functional strength tests: sit-to-stand normal. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Reported weakness during testing. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Functional Capacity Tests** - 6-Minute Walk Test (6MWT): not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Timed Up and Go (TUG): 12 seconds. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Sit-to-Stand Test (30s or 5-rep): not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Stair climb test: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Balance assessments: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Aerobic Capacity/Cardiovascular Fitness** - VO2 max estimation: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Heart rate response to exercise: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Rate of Perceived Exertion (RPE) at specific workloads: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Blood pressure and SpO2 response to exercise: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Recovery heart rate: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Mobility / Gait** - Observations of walking pattern: antalgic gait. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Gait speed tests: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Balance / Proprioception** - Static and dynamic balance testing: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Falls risk screening results: not performed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Neuromuscular Control / Coordination** - Observations of motor control: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Upper/lower limb coordination: not assessed. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Flexibility / Muscle Length** - Hamstring, hip flexor, quadriceps, calf, shoulder ROM/muscle length: restricted lumbar ROM. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Tightness or restriction noted. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Special Tests** - Orthopaedic or neurological tests: straight leg raise positive at 45 degrees. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) **Exercise Tolerance** - Type, intensity, and duration of activity completed during initial session: light walking for 10 minutes. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - RPE reported during or after activity: 3/10. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Heart rate, blood pressure, or symptoms during activity: HR increased to 90 bpm. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Reasons for test termination if not completed: not applicable. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) --- **Assessment** - Summary of primary presenting problem in context of functional limitations: lower back pain with functional limitations. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Client’s current physical capacity and exercise tolerance including observed strengths, limitations, and functional deficits: reduced lumbar ROM and strength. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Impact of comorbidities or chronic health conditions on movement, exercise safety, or recovery: none. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Psychosocial or behavioural factors influencing exercise engagement, confidence, or adherence: mild stress. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Identified physical or psychological barriers to safe or consistent exercise participation: time constraints. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Clinical impression of exercise risk stratification (low, moderate, or high risk based on current status): low risk. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Client’s observed response to exercise testing or physical activity during the session: tolerated light walking. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Exercise readiness status: safe to begin. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) --- **LTYB Program** - Number of programs provided: full session. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Type of program issued: 9-exercise full session. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Frequency of completion: 2x/week. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Any specific warm-up prescribed prior to the LTYB program: 5 minutes of light cardio. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) --- **Plan** - Recommendations regarding follow-up or review: follow-up in 1 week. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Summary of exercise plan to be commenced or continued, including key focus areas: core strengthening and lumbar ROM. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Structure of the exercise plan: home-based. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Frequency, intensity, time, and type (FITT) guidelines provided: 2x/week, low intensity, 20 minutes, core exercises. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Monitoring strategies advised: pain tracking. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Education provided regarding exercise safety, injury prevention, pacing, or symptom monitoring: provided education on proper lifting techniques. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Referrals to other health professionals or services: none. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) - Adjustments planned based on client’s presentation or expected progression: increase intensity as tolerated. (Only include if explicitly mentioned in the transcript, contextual notes, or clinical note; otherwise omit completely.) (For each section, only include if explicitly mentioned in transcript, contextual notes or clinical note; otherwise omit section entirely. Never come up with your own patient details, diagnosis, plan, interventions, evaluation, or next steps—use only the transcript, contextual notes or clinical note as reference. )
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Specialty

Exercise Physiologists

Used

28 times

Type

Note

Last edited

1/10/2025

Created by

Lachlan Durban

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