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Physiotherapist Template

Physiotherapy Initial Assessment

A professional Physiotherapist template for healthcare professionals.
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About this template

Streamline your initial patient consultations with our comprehensive "Physiotherapy Initial Assessment" template. Designed for physiotherapists, this template guides you through capturing essential subjective and objective information during the crucial first appointment. Easily record presenting complaints, detailed histories, neurological symptoms, aggravating and easing factors, and a full 24-hour symptom pattern. Document past medical history, social context, physical activity levels, and general health parameters like sleep and stress. Crucially, it includes sections for red flag symptom screening, and an 'ICE' (Ideas, Concerns, Expectations) framework to ensure a patient-centred approach. Capture objective findings from physical examinations, prescribed home exercise programmes (HEPs), and your clinical analysis and treatment plan. This template, when used with Heidi, intelligently populates sections based on your conversation, ensuring thorough and organised documentation for every new patient.

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Physiotherapist Initial Assessment Goals - Patient wants to return to playing amateur football without pain, specifically aiming to be able to run and kick a ball comfortably within 8 weeks. **Subjective** PC Right knee pain, diagnosed as patellofemoral pain syndrome. HPC Presents with a 3-month history of right knee pain, insidious onset, initially mild but has progressively worsened. Pain is dull ache, worse with activity and prolonged sitting. No specific injury event. Has tried rest and over-the-counter pain relief with minimal improvement. Initially, pain was 3/10, now consistently 6/10 with activity. Neuro - No neurological symptoms reported. Aggs - Squatting, climbing stairs, prolonged sitting with knees bent, running. Eases - Rest, icing, gentle stretching of quadriceps. 24hr - Symptoms are mild in the morning, worsen throughout the day with activity, and are most severe in the evening after work. Intermittent nocturnal pain if over-active during the day. Hx injury - Previous left ankle sprain 5 years ago, fully recovered. No prior knee injuries or surgeries. Social Hx - Marketing executive, works from home 3 days a week, 2 days in the office. Work setup at home involves prolonged sitting at a non-ergonomic desk. In the office, uses a sit-stand desk. PA - Plays amateur football once a week (currently unable due to pain), attends gym twice a week focusing on upper body and core. Previously ran 5k twice a week. General Health Sleep - 6-7 hours of good quality sleep per night. Stress - Medium Smoke - No Drink - Yes PMH - No significant past medical history. DH - Nil. Red Flags - None reported. ICE: I - Patient believes the pain is due to overuse from increasing running mileage too quickly before the pain started. C - Concerned about long-term impact on ability to play football and general fitness. Worries it might lead to arthritis. E - Expects to receive exercises to strengthen the knee and advice on returning to sport safely. Investigations - MRI scan of right knee performed 2 weeks ago, reported as showing mild patellofemoral chondrosis, no meniscal tears or ligamentous damage. **Objective** Observation: Mild swelling noted around right patella. Quadriceps muscle bulk appears symmetrical. No obvious deformities. Gait appears normal, but patient reports pain with running. Palpation: Tenderness along medial and lateral patellofemoral facets, and at the infrapatellar tendon insertion. Range of Movement: Full active and passive range of movement in right knee flexion and extension. Pain elicited at end-range flexion. Strength Testing: Quadriceps strength 4/5 on the right, 5/5 on the left (manual muscle testing). Hamstrings and gluteal strength 5/5 bilaterally. Special Tests: Positive patellofemoral grind test on the right, negative McMurray's and Lachman's tests. Functional Assessments: Pain reported with single-leg squat on the right, unable to perform more than 5 repetitions without significant discomfort. Able to hop for short distances but reports pain on landing. HEP: 1. Quadriceps sets 2. Glute bridge 3. Clamshells 4. Wall squats (partial range) **Analysis** Patient presents with classic symptoms of patellofemoral pain syndrome, exacerbated by activity and prolonged knee flexion. Objective findings support this diagnosis, with tenderness, pain on end-range flexion, and a positive patellofemoral grind test. Quadriceps weakness is also contributing to the symptoms. The patient's belief about overuse aligns with the clinical picture. The MRI confirms patellofemoral changes but no significant structural damage requiring surgical intervention. **Plan** FU 2 weeks Rv Pain levels, functional ability (squatting, stair climbing), adherence to HEP, and progression of exercises.
Goals - [Patient's goals for treatment] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) **Subjective** PC [Presenting complaint or diagnosis] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Do not invent or infer a diagnosis.) HPC [Detailed history of presenting condition including when it started, duration, progression, and whether symptoms have improved or worsened] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Neuro - [Neurological symptoms if present] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Aggs - [Movements or activities that worsen symptoms] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Keep brief.) Eases - [Movements or activities that improve symptoms] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. Keep brief.) 24hr - [Pattern of symptoms throughout the day] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Hx injury - [Previous injuries or surgeries] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Social Hx - [Patient's occupation and detailed work setup] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading.) PA - [Physical activity patient participates in with detailed description] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading.) General Health Sleep - [Hours of sleep and quality] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading. Keep concise.) Stress - [Stress level: high, medium, or low] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Smoke - [Yes or no] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading.) Drink - [Yes or no] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading.) PMH - [Past medical history] (Describe in detail, only include relevant past medical history if explicitly mentioned in transcript, contextual notes, or clinical note. If not mentioned, write nil.) DH - [Drug history] (Describe in detail, only include relevant drug history if explicitly mentioned in transcript, contextual notes, or clinical note. If not mentioned, write nil.) Red Flags - [Red flag symptoms if present: night pain, unremitting pain, hot or cold sweats, sudden onset of new pain, hot to touch, changes in colour, swelling, feeling under the weather, inflamed joints, inability to weight bear, bilateral pins and needles, saddle anaesthesia, sexual dysfunction, urinary incontinence, involuntary eye movements, nausea or vomiting, numbness in face or extremities, dizziness, double vision, speech difficulties, swallowing difficulties, drop attacks] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else leave blank. Do not omit the heading.) ICE: I - [Patient's ideas about their condition and what they think might be causing it] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) C - [Patient's concerns] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) E - [Patient's expectations from the session] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Investigations - [Details of any scans including when and where performed] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) **Objective** [Physical examination findings including observation, palpation, range of movement, strength testing, special tests, functional assessments, and any objective measurements] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) HEP: [Exercises prescribed] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely. List exercise names only, numbered, with each on a new line. Do not include repetitions or sets.) **Analysis** [The clinician's stated clinical analysis and reasoning] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) **Plan** FU [Number of weeks until next appointment] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.) Rv [What will be reviewed in next session] (Only include if explicitly mentioned in transcript, contextual notes, or clinical note, else omit section entirely.)
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Specialty

Physiotherapist

Used

94 times

Type

Note

Last edited

2/23/2026

Created by

Max Hubbard

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