Forms and Documents

Quick access to various forms and documents

The McKenzie Assessment forms have been updated for 2020 to be in line with significant changes to The McKenzie Institute's Educational Programming, most extensively with the Parts A and B course materials, which includes updated spinal assessment forms.

As always, OPTP will carry the printed forms for purchase and is making available two versions:

  • Forms labeled "Updated" 2019© have been revised to be in line with 2020 changes to McKenzie Institute Educational Programming.
  • Forms labeled "Classic" 2015© are in line with pre-2020 McKenzie Institute Educational Programming.

In addition, OPTP gives you access to downloadable PDFs of the Updated Assessment Forms. You will also find Guidelines for Abbreviations and Terminology and for completing the MDT Assessment Forms that were developed by The McKenzie Institute and we encourage clinicians who are actively learning MDT to download them.

Below are the Classic 2015© PDF assessment forms for those clinicians who are certified or started coursework before 2020 to download so there is no interruption to your patient care using MDT:

We would encourage yout to review the updated Guidelines for Spinal Form Completion and endeavor to use the Updated 2019© assessment forms at your earliest opportunity.

This Re-Assessment form was introduced on Part C and Part D courses primarily to assist course participants. However, MDT clinicians are encouraged to use it in daily practice.

We recommend that you download and save the PDF forms to a PC to print on demand without having to be connected to the internet. If your printer has a duplex (2-sided) option that is ideal. You may also photocopy the forms, and again, you are free to make as many copies as necessary to use with your patients. However, you may find this option more expensive than buying the pads from OPTP or the other McKenzie Global Limited agents who carry stock. Copyright of the forms remains with the McKenzie Institute International, licensor of McKenzie Global Limited. The actual form itself must not be changed in any way, however it will be acceptable for a hospital, etc. to incorporate their logo or name at the top of the form and requisite format for patient identification. If you are unsure what is appropriate for hospital or patient identification, please email your inquiry to