Physical Therapy Pro Toolkit
A complete toolkit for established clinics, including a plan-of-care agreement and an in-depth home program and progress review
Get started with PocperInitial Physical Therapy Evaluation
This initial evaluation establishes a baseline for your physical therapy episode of care. We will review your history, examine the relevant systems, and design a plan that fits your goals.
Patient Demographics
Full name:
Date of birth:
Gender:
Occupation:
Dominant hand:
Height: Weight:
Contact phone / email:
Emergency contact (name + phone):
Referral Information
Referring physician:
Referral diagnosis:
ICD-10 code:
Referral date:
Surgical history (date / procedure / surgeon, if relevant):
Chief Complaint
In your own words, describe the problem that brought you in:
Onset date:
Mechanism of injury:
Specific incident or context (if any):
Pain Assessment
Current pain (VAS 0-10):
Worst pain this week (0-10):
Best pain this week (0-10):
Location and referral pattern (describe in detail):
Body diagram description (markings shown to therapist):
Character of pain:
Aggravating factors (positions, movements, activities):
Relieving factors (rest, ice, medication, position):
Pain pattern:
Past Medical History
Relevant conditions (diabetes, vascular, cardiac, neurological, etc.):
Current medications (name / dose / frequency):
Previous physical therapy for this complaint:
If yes, when, where, and what was the outcome?
Postural / Observational Assessment
Posture in standing (anterior / posterior / lateral views):
Gait observation (cadence, stride, asymmetry, deviations):
Walking aid in use:
Range of Motion (ROM) — Active and Passive
For each motion, record AROM and PROM in degrees, end-feel, and whether pain is reproduced.
Shoulder flexion — AROM: PROM: End-feel: Pain reproduced:
Shoulder abduction — AROM: PROM: End-feel: Pain reproduced:
Shoulder external rotation — AROM: PROM: End-feel: Pain reproduced:
Shoulder internal rotation — AROM: PROM: End-feel: Pain reproduced:
Elbow flexion — AROM: PROM: End-feel: Pain reproduced:
Wrist extension — AROM: PROM: End-feel: Pain reproduced:
Manual Muscle Testing (MMT 0-5)
Grade 0 = no contraction, 5 = full strength against maximal resistance.
Muscle 1: Grade: Pain reproduction:
Muscle 2: Grade: Pain reproduction:
Muscle 3: Grade: Pain reproduction:
Muscle 4: Grade: Pain reproduction:
Muscle 5: Grade: Pain reproduction:
Muscle 6: Grade: Pain reproduction:
Special Tests
Up to 6 entries (e.g. SLR, Phalen, Empty Can, Spurling, Drop Arm, Lachman) — record positive / negative and any pertinent findings.
Functional Limitations
Activities of daily living (ADLs) impacted — select all that apply.
Impacted ADLs:
Specific impacted activities (describe):
Outcome Measures (Baseline)
Selected outcome measure (Oswestry / DASH / KOOS / LEFS / Tampa Scale of Kinesiophobia):
Baseline score:
Patient Goals
In your own words — what does success look like for you?
Therapist Clinical Impression
Working hypothesis, contributing factors, prognostic indicators:
Plan-of-Care Direction
Initial direction for treatment, expected episode length, and key milestones:
Acknowledgement
The information I have provided is accurate and complete to the best of my knowledge
I agree to participate in this physical therapy evaluation
I understand that the plan of care will be discussed and agreed with me before treatment begins
Thank you for completing this evaluation. Your therapist will use this information together with the examination findings to design a plan of care tailored to your goals.
Templates in this pack
The Physical Therapy Pro Toolkit pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Initial Physical Therapy Evaluation
This initial evaluation establishes a baseline for your physical therapy episode of care. We will review your history, examine the relevant…
Treatment Plan & Goals
This plan of care translates the evaluation findings into measurable goals, prescribed interventions, and a session schedule. We will…
Daily Treatment Note
A concise record of today's session: pre-treatment status, interventions delivered, response, and the plan for the next visit.Visit…
Progress Re-Assessment
A scheduled re-assessment to compare current findings with baseline, score outcome measures, and decide whether to continue, modify, or…
Discharge Summary & Home Program
A complete record of your physical therapy episode of care, the gains made, the home program to maintain them, and what to do if symptoms…
Plan-of-Care Agreement
Physical Therapy Plan-of-Care AgreementThis agreement sets out the terms of an ongoing course of physical therapy between the clinic…
Home Program & Progress Review
This review is completed by you, the patient, to reflect on how your home program and recovery have gone over this stretch of your care…
Frequently asked questions
- What's included in the Physical Therapy Pro Toolkit templates?
- The Physical Therapy Pro Toolkit pack contains 7 templates: Initial Physical Therapy Evaluation, Treatment Plan & Goals, Daily Treatment Note, Progress Re-Assessment, Discharge Summary & Home Program, Plan-of-Care Agreement, Home Program & Progress Review. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Physical Therapy Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.