Patient Intake for Physical Therapy
Capture functional history and rehab goals digitally
Physical therapy intake requires detailed information about injuries, surgical history, functional limitations, pain levels, and rehabilitation goals that standard medical forms simply do not capture. Formisoft provides PT-specific digital intake forms that help therapists understand a patient's condition before the evaluation begins, leading to more efficient and productive first visits.

Our physical therapy templates include body diagram pain mapping, validated outcome measures like the Oswestry Disability Index and DASH questionnaire, and functional limitation assessments. Patients can describe their injury mechanism, list previous PT treatments, document their current activity level, and outline their rehabilitation goals. For workers' compensation cases, specialized forms capture employer information, injury details, and authorization documentation required for billing.
Formisoft connects with your existing systems through webhooks, API, and third-party integration platforms to reduce documentation burden. Automated intake workflows send forms to patients as soon as they are scheduled, with reminders to ensure completion before arrival. Re-evaluation forms can be sent at regular intervals to track progress using the same outcome measures, giving therapists objective data to demonstrate treatment effectiveness to patients and insurance companies.
How it works
Referral and Scheduling
When a patient is referred for PT or schedules an evaluation, Formisoft sends intake forms covering injury history, pain levels, functional limitations, and treatment goals.
Patient Completes History
Patients document their injury mechanism, pain location and severity using body diagrams, previous treatments, surgical history, and current functional limitations.
Outcome Measures Baseline
Validated outcome questionnaires establish baseline scores for tracking progress throughout the plan of care.
Therapist Reviews Pre-Eval
The treating therapist reviews all intake data before the evaluation, arriving prepared with a clear picture of the patient's condition and goals.
Key features
Everything you need for patient intake for physical therapy, built into the platform.
Pain Mapping
Interactive body diagram where patients mark pain locations, indicate severity levels, and describe pain quality for precise clinical documentation.
Validated Outcome Measures
Built-in Oswestry, DASH, LEFS, and other validated questionnaires with automatic scoring for baseline and progress tracking.
Functional Limitation Assessment
Detailed questions about daily activities, work demands, recreational activities, and specific functional deficits affecting quality of life.
Workers' Compensation Forms
Specialized intake forms for work-related injuries that capture employer details, injury circumstances, and authorization for workers' comp billing.
Surgical History Tracking
Detailed post-surgical history including procedure dates, surgeon information, and post-operative restrictions relevant to rehabilitation.
Progress Re-Evaluation
Automated re-administration of outcome measures at set intervals to objectively track improvement and support medical necessity documentation.
Insurance and Authorization
Capture insurance details and referral authorization information needed for PT visit billing and pre-authorization.
Home Exercise Compliance
Track patient-reported compliance with home exercise programs between visits for better treatment planning.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Can patients mark pain locations on a body diagram?
Yes. Formisoft includes an interactive body diagram tool where patients can tap or click to mark pain locations, indicate severity with color coding, and describe pain quality (sharp, dull, burning, etc.) for each area.
Are validated outcome measures automatically scored?
Yes. When patients complete outcome questionnaires like the Oswestry Disability Index or DASH, Formisoft automatically calculates scores and disability percentages. These baseline scores can be compared against follow-up assessments to track progress objectively.
Does Formisoft support workers' compensation intake?
Absolutely. We provide specialized workers' comp intake forms that capture employer information, date of injury, injury mechanism, job duties, and authorization details required for billing. These forms help ensure compliance with workers' compensation documentation requirements.
Can I integrate with my PT-specific EMR?
Yes. Formisoft offers webhooks and a REST API that connect with your EMR through third-party integration platforms. Patient data can be exported or automatically transferred when intake forms are submitted.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.