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THEJOURNAL OF ORTHOPAED~C AND SPORTS PHYSICAL THERAPY
Copyright O 1984 by The Orthopaedic and Sports Physical Therapy Sections of the
American Physical Therapy Association
The need for a consistent and efficient method of patient evaluation is not a new one.
Standardized evaluation forms that include body charts can be useful in recording
subjective and objective data in a systematic way. At the Physical Therapy Unit-
Student Health Center, University of Wisconsin-La Crosse, we have designed and put
into use this type of evaluation form.
We feel these evaluation forms allow us to perform consistent and efficient patient
evaluations in a short amount of time, especially for acute musculoskeletal injuries. A
method of controlling consistency is very important because of physical therapy and
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athletic training students and interns that rotate through the Physical Therapy Unit.
Because of the large volume of patients we see, there is a need for reducing the
amount of time needed in longhanding subjective, objective, assessment, and
planning (S.O.A.P.) notes. The standardized evaluation forms are an efficient
alternative to the longhand S.O.A.P. note.
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
The need for a consistent and efficient method The format of the forms is divided into four
of patient evaluation is not a new one. Standard- sections: subjective, objective, assessment, and
ized evaluation forms that include body charts can planning (S.0.A.P.).8,'3There are s'imilar features
be useful in recording subjective and objective to all the evaluation forms. The subjective section
data in a systematic way. At the Physical Therapy includes the following common items:
Unit-Student Health Center, University of Wis- -the mechanism of injury
Journal of Orthopaedic & Sports Physical Therapy
consin-La Crosse, we have designed and put into -previo~;s history of injury
use this type of evaluation form. -any pain, edema, numbness, or tingling pres-
We use a specific evaluation form depending ent now or at time of injury and have they
on the body area involved. Currently we have changed
divided the body into nine areas and have nine -did the patient hear or feel any sounds at
corresponding evaluation forms: Cervical Spine time of injury
(Fig. 1); Anterior Torso (Fig. 2); Lumbar Spine and -can patient ambulate now or at time of injury
Sacroiliac (Fig. 3); Distal Forearm, Wrist, Hand, without limp or pain (lower extremity injury)
Thumb, and Fingers (Fig. 4); Proximal Forearm Each objective section includes body charts to
and Elbow (Fig. 5); Shoulder (Fig. 6); Hip and mark findings of observation and palpation includ-
Thigh (Fig. 7); Knee (Fig. 8); Lower Leg, Ankle, ing any edema, deformity, discoloration, tender-
and Foot (Fig. 9). Evaluation forms specifically for ness, crepitus, etc., present. There is at least one
gait and posture are being compiled. (Currently body chart per form usually with the skeletal
there is not an evaluation form for the thoracic system outlined in the body part or area. Gener-
spine.) This list of evaluation forms is not neces- ally, the body charts include anterior, posterior,
sarily a complete one, and further subdivisions of medial, and lateral views. One set of body charts
the body areas may be needed. is for marking observation and palpation findings2
as previously mentioned, and another set is for
marking sensation test findings. The rest of the
Intern, Spring 1983, Mayo Foundation School of Allied Health Sci- objective section includes:
ences.
t Clinical Supervisors: Student Health Center-Physical Therapy Untt, -norms for AROM and pROM4 using the
University of Wisconsin-La Crosse, La Crosse, WI 54601. S.F.T.R. method of recording7
JOSPT MaylJune 1984 STANDARDIZED EVALUATION. FORMS 349
S: Mechanism o f i n j u r y :
H i s t o r y o f previous i n j u r y :
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..........
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Dizziness Y or N \dhen?
Stiffness .......... Y or N Where?
....
rlumbness o r t i n a l i n a ? Y or N \/here7
\,leakness? ..........
d 2
Y or N Where?
Other medical problems? ... Y or N What?
Ned i c a t i o n s ? ........ Y or E.4 !,/hat?
Docs p a t i e n t use a p i l l o w ? . Y or N \./hat k i n d ? When?
Comments: '
Journal of Orthopaedic & Sports Physical Therapy
Special t e s t s :
Compression .... + or -
Distraction .... + or -
Valsalva . . . . . .+ or -
Swallowing.. . . .+ or -
Adson ....... + or -
TMJ P a l p a t i o n ... + or -
Fig. 1
JOSPT Vol. 5,No. 6
MMT :
..
D e l t o i d (C5, a x i l l a r y N)
REFLEXES :
(C5)-Biceps. ... = .,
Biceps ( ~ 5 , 6 , musculotaneous
..
W r i s t E x t (C6, r a d i a l N)
......
(Cb) - B r a c h i o r a d i a l i s =
(C7)-Triceps ... = .
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
P: S h o r t term g o a l s :
Mid term g o a l s :
Long t c r m goa 1 s :
AthleticTraining
-
Date PhysicalTherapy
-
Date PhysicianReview
-
Date
Eva 1 ua t o r Eva 1 ua t o r
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS 351
S: biechanism o f i n j u r y o r onset o f p a i n :
H i s t o r y o f p r e v i o u s problems: -
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Kind o f p a i n :
Comments :
Fig. 2
JOSPT Vol. 5, No. 6
0 : ROM:
MMT : Special t e s t s :
Upper r e c t u s abdominus S i t up
Lower r e c t u s abdominus Bilateral leg raise
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I n t oblique Left
-Right
Comment s :
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Journal of Orthopaedic & Sports Physical Therapy
P: S h o r t term g o a l s :
--
Mid term g o a l s :
---
A t h l e t i c Training Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Eva 1 ua t o r Eva 1 ua t o r
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS
Date o f i n j u r y : Date o f i n i t i a l e v a l u ~ t i o n - T R : PT :
S : Mechanism o f i n j u r y o r o n s e t o f p a i n :
H i s t o r y o f p r e v i o u s i n j u r y o r p a i n episodes:
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Leg Length:
0,
Fig. 3
JOSPT Vol. 5, No. 6
0: ROM: Reflexes:
S 30-0-85 ( ~ 4 )Knee j e r k = , R>L , L7R
F 30-0-30 ( ~ 1 )Ankle j e r k a , R ? L , L?R
S L R . . . . . . + or -
Reverse SLR .. + or -
Babinski ... + or -
MHT :
11 i o psoas ( ~ 2 - 3 ) .
Quadriceps ( ~ 3 ) ..
T i b Ant ( ~ 4 ) .......
Ext Hal 1 i c u s ( ~ 5 ).
T r i c e p s Surae ( S l )
Hamstrings ( S l ) ..
G l u t Max ( s I ,2) ..
Special t e s t s : 1
Hoover t e s t ................ + or - Supine/Long s i t t i n g test... + or -
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P: S h o r t term g o a l s :
Mid term g o a l s :
- - -
AthleticTraining Date PhysicalTIierapy Date PhysicianReview Date
Eva 1ua t o r Eva 1ua t o r
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS
S: Mechanism o f i n j u r y :
H i s t o r y o f previous i n j u r y :
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Where i s p a i n ?
Palpation:
Fig. 4
356 TOMBERLIN ET AL JOSPT Vol. 5, No. 6
MMT : W
-- r i s t Finger -
--- Thumb
Flexion ..... F l e x NCP.. F l e x I1CP..
Extension. ... Ext FICP .. .
..--
Ext MCP..
Ulnar deviation . F l e x PIP.. Flcx !?.
Radial d e v i a t i o n . Ext PIP ..-- E x t 1P ....
Supination. ... F l e x DIP.. Abd C:1C. ..
..... Ext DIP .
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r a d i a t i n g p a i n o r o t h e r symptoms.
F l e x o r d i g i t o r u m s u p e r f i c i a l i s t e s t (PIP) + or -
F l e x o r d i g i t o r u m profundus t e s t (DIP) ..... + or -
I n t r i n s i c muscle t i g h t n e s s test........... + or -
Retinaculum t i g h t n e s s test................ + or -
Ulnar 6 Radial a r t e r y supply t e s t ......... + or -
D i g i t a l a r t e r y supply t e s t . . .............. + or -
Radial pulse .............................. = or R?L
or L)R
Comments :
Journal of Orthopaedic & Sports Physical Therapy
-- -
P: S h o r t term g o a l s :
Mid t e r m goal s:
- -
AthleticTraining Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Eva 1 ua t o r Eva l ua t o r
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS
S: Mechanism o f i n j u r y :
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H i s t o r y o f previous i n j u r y :
Pal p a t ion:
HMT : Neurological :
F l e x i o n (C5,6) ... Reflexes-
E x t e n s i o n (C7)... B i c e p s (C5) .......
.
S u p i n a t i o n (C5,6). Bracioradialis ( ~ 6 ) ...
P r o n a t i o n (C6,8-TI) . T r i c e p s (C7). ......
Special t e s t s : Sensory: H a r k on body c h a r t f o r numbness, t i n g -
Valgus s t r e s s . . . . .+ or - 1 ing, paresthesia, hypoesthesia, hyperesthesia,
Varus s t r e s s..... + or - h y p e s t h e s i a , r a d i a t i n g p a i n o r o t h e r symptoms.
Tinel sign ...... + or -
Tennis elbow t e s t . . . + or -
Compress u l n a & r a d i u s . + or -
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Comments :
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Journal of Orthopaedic & Sports Physical Therapy
- - ---
Long t e r m goa 1 s :
-- -
Athletic Training Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Eva1 u a t o r Evaluator
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS
S: Mechanism o f i n j u r y :
H i s t o r y o f previous ' i n j u r y :
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Can p a t i e n t l i e on t h a t s i d e ? ... Y or N
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Commcn t s :
Palpation:
~ - -
- - ~
Fig. 6
JOSPT Vol. 5, No. 6
IlMT : Neurological :
Flexion ( ~ 5 , 6 ) ........... Reflexes -
Biceps (C5) .= , R) L
Extens i o n (C5,6,7,8) ........ L7R
A b d u c t i o n (C5,6) .......... - Brachioradialis ( ~ 6 ) .
......
Adduct i o n ( ~ 5 , 6 , 7 , 8 - T I ) . = , R7L. L 7 R
E x t . Rot. (C5.6) .......... -Triceps (C7) .....
I n t . Rot. (C5,6,7,8-TI). ...... = , R)L, L7R
Scapular e l e v a t i o n (C3,4,5)..... Sensory: Mark on body c h a r t f o r
Scapular r e t r a c t i o n (C5) ...... numbness, t i n g l i n g , p a r e s t h e s i a ,
...
Shoulder p r o t r a c t i o n (C5,6,7). hypoesthesia, hyperesthesia,
Horizontal Abduction ....... r a d i a t i n g p a i n o r o t h e r symptoms.
H o r i z o n t a l Adduction ........
Special t e s t s :
Yergason t e s t .......... + or -
Drop arm t e s t ...,.......+ or -
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........ +
Apprehension t e s t or -
.......... +
A-C t r a c t i o n or -
.... +
C l a v i c ! e movement a t A-C. or -
. +
lmpingment ( l n t . Rot. & F l e x . ) . or -
Quadrant.. .......... + or -
Locking ..............+ or -
...... +
E i c i p i t a l tendon t e s t or -
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Comments :
Journal of Orthopaedic & Sports Physical Therapy
P: S h o r t term g o a l s :
Mid term g o a l s :
PHYSICAL THERAPY U N I T S o c i a l S e c u r i t y #:
Student H e a l t h Center
U n i v e r s i t y o f Wisconsin-La Crosse
Date o f i n j u r y : Date o f i n i t i a l e v a l u a t i o n - TR PT
S: Mechanism o f i n j u r y :
H i s t o r y o f previous i n j u r y :
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Does p a t i e n t f e e l p a i n ? Y or N Where?
What k i nd?
How lono?.,
What causes change?
Doespatientfeelswelling? Y or N Where?
Comments :
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Pal p a t i o n :
Fig. 7
362 TOMBERLIN ET AL JOSPT Vol. 5. No. 6
0: ROM: -Normal
-- Active Passive
S 15-0-125 -
F (so) 45-0- 15
T(S90) 45-0- 20
R(SO) 45-0- 40
R (S90) 45-0- 45
MI1T :
MI1T -SEi<SC)RV
-- :
..
F l e x o r s ( L 1 ,2,3) Mark on body b o d ~c h a r t f o r numbness,
nu1nbness, t i n g l j n g ,
Extensors(S1) ... h y p o e s t: h e s i a , r a d i a t i n g p a i n o r
p a r a t h e s i a , hypoest
Abductors(L5) ... - o t h e r symptoms.
Adductors ( ~ 2 , 3 , 4 ). -
Ext. Rotators ...
I n t . Rotators ...
Special t e s t s :
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SLR . . . . . . . . . . . . . . + or -
Trendelenburg . . . . . . . . .+ or -
. . + or -
I l i o - t i b i a 1 band t i g h t n e s s
Hip flexion tightness . . . . . + or -
Patrick's test . . . . . . . . + or -
. . : + or -
Compress i o n ( l n t Rot & Add)
. . + or -
( E x t Rot & Add).
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
. . . . apparent
Leg l e n g t h d i s c r e p e n c y + or true + or -
@ 0
Comments :
Journal of Orthopaedic & Sports Physical Therapy
- - -- - -- - -- - -- -- -- ---
M i d t e r m goa 1 s : -
Long t e r m goa 1 s :
- --
Ath:etic Trainins Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Evaluator Eva 1ua t o r
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS 363
Name : A f f e c t e d Side: R or L or B
Date o f i n j u r y : Date o f i n i t i a l e v a l u a t i o n - TR PT
S: Mechanism o f i n j u r y :
H i s t o r y o f previous i n j u r y :
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pp -
Comments :
Observe g a i t: -
Palpation:
Fig. 8
364 TOMBERLIN ET AL JOSPT Vol. 5, No. 6
Special t e s t s :
Lachman's ............ + or .
...
Valgus S t r e s s ( f u l l e x t ) . ..+ of - (20) f l e x . . . . . .+ or -
.....
Varus s t r e s s ( f u l l e x t ) + or - ( 2 0 ~ )f l e x ) . . . . . .+ or -
Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
P: S h o r t term g o a l s :
Mid t e r m g o a l s :
Long t e r m g o a l s :
- -- - --
A t h j e t i c Training Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Eva 1 ua t o r Evaluator
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS
S: Mechanism o f i n j u r y :
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H i s t o r y o f previous i n j u r y :
When?
I s p a t i e n t a b l e t o walk on a f f e c t e d s i d e ? Y or N..at t i m e o f i n j u r y ? Y or N
...
w i t h o u t 1 imp? Y or N..at t i m e o f i n j u r y ? Y or N
...
without pain? Y or N..at t i m e o f i n j u r y ? Y or N
i s the ankle swollcn? .................... Y or El
Has t h e s w e l l i n g changed? ................ Y or N..How?
Journal of Orthopaedic & Sports Physical Therapy
-
Ankle j e r k r e f l e x
A n t h r o p o m c t r i c ( F i g . 8)
Pulses-Dorsal Pedal =
', R>L,
L>R
L>R
0
-Posterior Tibia1 = , R)L, L)R
TOMBERLIN ET AL JOSPT Vol. 5. No. 6
0: ROM:
Ankle ................... -
A c t-
ive Passive
....
Ankle D o r s i f l e x i o n Test t i g h t gastroc, t i g h t soleus, o r -
R i g i d F l a t Feet Test....... + or -
T i b i a i Torsion Test ........ + or -
Calcaneous Tap T e s t ........ + or -
T i b - F i b Compress-Proximal .. + or -
....
-Distal + or -
.....
P a l p a t e Post-med T i b i a + or -
Comments :
Journal of Orthopaedic & Sports Physical Therapy
Long t e r m goa 1 s :
--
Athletic T r a i n i n g Date P h y s i c a l Therapy Date P h y s i c i a n Review Date
Evaluator Evaluator
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS 367
Name : SS#:
Last First
M F
Impress ion Classification
Re-eva 1 Dates
Comments
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Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Fig. 1A
Name : SS# :
Journal of Orthopaedic & Sports Physical Therapy
Last First
M F
Impress ion Classification
Treatment Intensity/Frequency~Duration
Re-eva l Dates
Comments
Fig. 2A
368 TOMBERLIN ET AL JOSPT Vol. 5, No. 6
Name : SS#:
Last First
M F
Impress ion Class i f i c a t i o n
Re-eva l Dates
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Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Fig. 3A
Name : SS# :
Last First
Journal of Orthopaedic & Sports Physical Therapy
M F
Impress ion Classification
Re-eva l Dates
Comments
Fig. 4A
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS 369
Name : SS#:
Last First
.. .
Impress ion Class i f i c a t i o n
Re-eva 1 Dates
Comrnen t s
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Fig. 5A
Name : SS#:
Last First
Journal of Orthopaedic & Sports Physical Therapy
M F
impress i o n Class i f i c a t i o n
Treatment I n t e n s i ty/Frequency/Durat i o n
Re-eva 1 Dates
Comments
Fig. 6A
370 TOMBERLIN E T AL JOSPT Vol. 5, No. 6
Name : SS#:
Last First
M F
Impress ion Classification
Treatment Intensity/Frequency/Du~ation
Ke-eva 1 Dates
Conrnen t s
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Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Fig. 7A
Name : SS#:
Last First
Journal of Orthopaedic & Sports Physical Therapy
M F
Impress ion Class i f i c a t i o n
Re-eva 1 Dates
Fig. 8A
JOSPT MaylJune 1984 STANDARDIZED EVALUATION FORMS 371
Name : SS#:
Last First
M F
impress ion Class if ication
Treatment Intensity/Frequency/Duration
Re-eva l Dates
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Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.
Fig. 9A
The assessment section has space for a spe- of patients we see, there is a need for reducing
cific written assessment of the injury. the amount of time needed in longhanding
The planning section is divided into short-term, S.O.A.P. notes. The standardized evaluation
mid-term, and long-term goals. These should in- forms are an efficient alternative to the longhand
clude the overall goal, the treatment program S.O.A.P. note.
(intensity, frequency, and duration), the type of There is a continuing effort to revise and im-
treatment, and the result expected. Treatment prove this system.
flow sheets (see Figs. 1A through 9A) with body
charts are attached to the evaluation forms with REFERENCES
specific orders for use by aides and physical 1. Arnheim DD, Klafs CE: Conditions of the knee: atrophy measure-
therapy students and with the date of re-evalua- ment. In: Modern Principles of Athletic Training, Ed 3, p 292. St.
tion to be done by the evaluating therapist. Louis: CV Mosby Co, 1973
2. BasmajianJV: Surface Anatomy: An Instruction Manual. Baltimore:
The patients (students) are directly referred by Williams & Wilk~ns,1977
physicians in the Student Health Center (or by 3. Birnbaum JS: The Musculo-Skeletal Manual. New York: Academic
personal physicians that the patients have seen) Press lnc, 1982
4. Cole TM, Tobis JS: Measurement of musculoskeletal function. In:
to physical therapy for evaluation and treatment Kotke FJ, Stillwell GK, Lehman JF (eds). Krusen's Handbook of
programs. The majority of patients we see have Physical Medicine and Rehabilitation, Ed 3. Philadelphia:WB Saun-
musculoskeletal disorders, i.e., acute ortho- ders Co, 1982
5. Daniels L, Worthingham C: Muscle Testing: Techniques of Manual
paedic, athletic injuries, and postsurgical patients. Examination, Ed 3. Philadelphia: WB Saunders Co, 1972
We feel these evaluation forms allow us to 6. Esterson PS: Measurement of Ankle Joint Swelling Using a Figure
perform consistent and efficient patient evalua- of 8. J Orthop Sports Phys Ther 151-52,1979
7. Gerhardt JJ: SFTR Recording of Joint Motion and Position in the
tions in a short amount of time, especially for Neutral-Zero Method. Bess Kaiser Hospital-Permanante Clinic,
acute musculoskeletal injuries. A method of con- Portland, OR, 1980
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Copyright 1984 Journal of Orthopaedic & Sports Physical Therapy. All rights reserved.