Swallowing & Dysphagia Assessment Form
Assessment

Swallowing & Dysphagia Assessment Form

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Swallowing & Dysphagia Assessment Form

Swallowing & Dysphagia Assessment Form

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Full Name
Jane Martinez
Referring Provider
Dr. Sarah Chen
Relevant Medical History
Diabetes
Hypertension
Asthma
Heart Disease
Current Diet Texture Level
Select an option...
Oral Motor Examination
Cranial Nerve Assessment
Item 1 assessed
Item 2 assessed
Item 3 assessed
Swallowing Trials - Thin Liquids
Swallowing Trials - Puree/Soft
Swallowing Trials - Regular Solids
Clinical Signs of Aspiration
Pulse Oximetry Readings
IDDSI Diet Recommendation
Select an option...
Instrumental Study Referral
Option A
Option B
Option C
Clinician Signature
Sign here
Submit
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The Swallowing & Dysphagia Assessment Form provides speech-language pathologists and clinicians with a structured clinical bedside evaluation tool for identifying swallowing dysfunction and aspiration risk. It captures a thorough oral motor examination including labial seal, lingual range of motion and strength, velar elevation, laryngeal excursion on palpation, and volitional cough strength. The cranial nerve assessment section evaluates CN V (trigeminal), CN VII (facial), CN IX (glossopharyngeal), CN X (vagus), and CN XII (hypoglossal) function as they relate to the oral preparatory, oral propulsive, pharyngeal, and esophageal phases of swallowing.

This template incorporates the International Dysphagia Diet Standardisation Initiative (IDDSI) framework for documenting swallowing trial results across standardized food texture levels (Level 3 Liquidised through Level 7 Regular) and drink thickness levels (Level 0 Thin through Level 4 Extremely Thick). It records clinical signs of aspiration during trials including coughing, throat clearing, wet/gurgly vocal quality, delayed swallow initiation, and oral residue, along with pulse oximetry desaturation monitoring. The form also captures relevant medical history factors that increase aspiration risk including stroke, traumatic brain injury, head and neck cancer treatment, neurodegenerative disease, prolonged intubation, and tracheostomy status.

Designed for acute care hospitals, skilled nursing facilities, outpatient speech-language pathology clinics, and home health agencies, this form supports documentation requirements for instrumental swallowing study referrals (videofluoroscopic swallow study or fiberoptic endoscopic evaluation of swallowing) and justifies modified diet texture recommendations. It aligns with ASHA documentation standards and CMS requirements for skilled speech-language pathology services related to dysphagia management.

What's included

  • Oral motor examination and cranial nerve assessment (CN V, VII, IX, X, XII)
  • IDDSI framework-based swallowing trials across standardized texture and thickness levels
  • Clinical aspiration indicators with pulse oximetry desaturation monitoring
  • Relevant medical history and aspiration risk factor documentation
  • Modified diet texture and liquid thickness recommendations per IDDSI standards
  • Instrumental swallowing study referral decision and clinician attestation
  • Medical conditions checklist
  • E-signature capture

Who uses this template

  • Acute care bedside swallowing evaluation following stroke, intubation, or head/neck surgery
  • Skilled nursing facility dysphagia screening and diet texture level determination
  • Pre-referral documentation for videofluoroscopic swallow study (VFSS) or FEES evaluation
  • Serial dysphagia reassessment for diet texture upgrade progression in rehabilitation patients

All form fields

14 fields across 2 pages. Customize any field after signing up.

Full NameText
Referring ProviderText
Relevant Medical HistoryConditions
Current Diet Texture LevelDropdown
Oral Motor ExaminationCheckbox
Cranial Nerve AssessmentCheckbox
Swallowing Trials - Thin LiquidsCheckbox
Swallowing Trials - Puree/SoftCheckbox
Swallowing Trials - Regular SolidsCheckbox
Clinical Signs of AspirationCheckbox
Pulse Oximetry ReadingsText
IDDSI Diet RecommendationDropdown
Instrumental Study ReferralMultiple Choice
Clinician SignatureE-Signature

How to use the Swallowing & Dysphagia Assessment Form

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Swallowing & Dysphagia Assessment Form from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Swallowing & Dysphagia Assessment Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 14 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

Is the Swallowing & Dysphagia Assessment Form HIPAA compliant?

Yes. All Formisoft templates, including the Swallowing & Dysphagia Assessment Form, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 14 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Swallowing & Dysphagia Assessment Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

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