Clinidiary

Resources

Free templates for physiotherapists

Treatment-note templates built on clinical guidelines, consent and patient forms, and text message and email templates. Read any of them here, or add them to Clinidiary in one click and make them your own.

Treatment-note templates

Assessment and review notes laid out the way the published guidelines ask, with the guidelines named on each one.

Assessment Low back pain assessment template Screens for serious causes first, stratifies risk, and records a plan built on reassurance and activity. Assessment Neck pain assessment template Uses the Canadian C-spine rule after trauma, screens for serious causes and records function with the Neck Disability Index. Assessment Shoulder pain assessment template Screens serious causes, separates the common pain patterns and measures shoulder function with SPADI. Assessment Knee osteoarthritis assessment template A clinical diagnosis without routine imaging, performance tests and a plan built on education, exercise and weight care. Assessment Ankle sprain assessment template Applies the Ottawa ankle and foot rules before anything else, grades the injury and sets return-to-sport goals. Rehabilitation Total knee replacement rehabilitation review template A review after knee replacement: wound and clot warning signs first, then range, swelling, strength and function. Rehabilitation ACL reconstruction rehabilitation review template Criteria-based phases rather than calendar weeks, with strength and hop symmetry before return to sport. Assessment Falls risk assessment (older adults) template Falls history, quick screening tests and the common risk factors, ending in a targeted plan. Assessment Stroke rehabilitation initial assessment template Function-first assessment after stroke with standard balance and walking measures, for clinic or home. Home visits Home visit note template Who was there, the home and its hazards, consent, treatment and equipment, for physios on the road. Telehealth Telehealth consultation template Consent, identity, where the patient is in case of an emergency, and what video could and could not assess.

Patient forms

Consent, policies and registration forms for patients to fill in and sign, on their phone or at the front desk.

Consent Consent to assessment and treatment form Plain-language consent covering assessment, common treatments, the right to stop and asking questions. Consent Dry needling consent and screening form Explains the procedure and its risks, screens for reasons to take extra care, and records consent. Consent Telehealth consent form What a video consultation can and cannot do, privacy, and what happens if the connection drops or there is an emergency. Consent Parent or guardian consent for a child form Consent from a parent or guardian for a child under 18, with who may bring the child and who may be told about care. Consent Photo and video consent form Separate choices for photos and videos in the clinical record, for teaching without the face, and for social media. Before the visit Appointment and cancellation policy template Sets expectations about notice for changes, missed appointments and paying on the day, acknowledged before the first visit. Home visits Before your home visit form Access, parking, pets, who will be home and anything that keeps the visit safe for everyone, before the first home visit. Classes Group class registration form Registration and simple health questions for Pilates, strength or falls-prevention classes, flagging anything to check first. After the visit Patient feedback survey template A short, private survey about care, communication and booking, to learn what to keep and what to fix. Before the visit Informed financial consent form Explains fees, what a health fund or scheme may cover and the gap, before treatment starts.

Messages

Ready text message and email wording for the moments every clinic has, with the patient’s details filled in for you.

Before the visit Welcome before the first visit: text message template Sent after a new patient books: what to bring, what to wear and where to go. After the visit Missed appointment follow-up: text message template A kind check-in after a no-show that makes rebooking easy. After the visit Checking in after treatment stopped: text message template For a patient who stopped part-way through their plan: a personal check-in, not a sales message. Recalls Six-month review recall: text message template A reminder that it is time for a check-up, for long-term conditions and maintenance programs. On the day Running late: text message template When the practitioner is behind, so the patient can plan. Home visits On my way, for home visits: text message template Lets a home visit patient and their family know you are on the way. Notices Holiday closure: text message template Tells patients the clinic is closed and when it reopens. After the visit Thank you after the first visit: email template Sums up what happens next and how to reach the clinic, so the plan is clear at home. Before the visit Please complete your form: email template A friendly request to fill in a form before the appointment. After the visit Home exercise check-in: email template A mid-plan nudge to keep the home program going. After the visit Feedback request: email template Asks for private feedback after a course of treatment ends.

How to use them

The guides behind the templates: why each part is there, and how clinics use them day to day.