Key Takeaways

  • The health intake form collects medical history, current medications, allergies, surgical history, and treatment goals
  • OPQRST is a systematic pain assessment tool: Onset, Provocation/Palliation, Quality, Region/Radiation, Severity, Timing
  • Postural assessment should observe the client from anterior, posterior, and lateral views
  • Palpation assesses tissue temperature, texture, tone, tenderness, and movement (the "5 Ts")
  • Normal tissue temperature is warm and even; hot areas suggest inflammation, cold areas suggest reduced circulation
  • Muscle hypertonicity feels dense, rigid, and resistant to deformation; healthy tissue is pliable and resilient
  • Crepitus is a grinding or crackling sensation felt or heard during joint movement, often indicating cartilage degeneration
  • Always palpate bilaterally to compare affected side with unaffected side for baseline reference
Last updated: February 2026

Intake, Assessment & Palpation

Client assessment is the foundation of effective massage therapy. A thorough assessment process ensures safe treatment, identifies contraindications, establishes goals, and guides technique selection.


Health Intake Process

Components of the Health Intake Form

CategoryInformation Collected
Personal informationName, date of birth, contact info, emergency contact
Medical historyPast and current medical conditions, surgeries, hospitalizations
Current medicationsPrescription drugs, over-the-counter medications, supplements
AllergiesDrug allergies, latex allergies, oil/lotion sensitivities
Current complaintsChief complaint, pain location, duration, intensity
Treatment goalsWhat the client hopes to achieve from massage
Lifestyle factorsOccupation, physical activity, sleep habits, stress level
Previous treatmentsPrior massage experience, physical therapy, chiropractic care
Informed consentSignature acknowledging risks, benefits, and right to refuse

Verbal Interview

In addition to the written intake form, the therapist should conduct a verbal interview to:

  • Clarify or expand on written responses
  • Assess the client's communication style and comfort level
  • Ask follow-up questions about specific conditions
  • Establish rapport and trust
  • Confirm informed consent verbally

Pain Assessment — OPQRST

OPQRST is a systematic framework for assessing a client's pain:

LetterQuestionPurpose
O — Onset"When did the pain start?"Determines acute vs. chronic
P — Provocation/Palliation"What makes it worse? What makes it better?"Identifies aggravating and alleviating factors
Q — Quality"What does it feel like? (sharp, dull, burning, aching)"Helps identify the type of tissue involved
R — Region/Radiation"Where exactly is the pain? Does it radiate anywhere?"Maps pain location and referral patterns
S — Severity"On a scale of 0-10, how bad is it?"Quantifies pain for tracking progress
T — Timing"Is it constant or intermittent? When is it worst?"Identifies pain patterns and triggers

Postural Assessment

Observation Views

Anterior View (Front):

  • Head position (tilted, rotated)
  • Shoulder height (one higher than the other)
  • Arm carry angle
  • Hip height (pelvic tilt)
  • Knee alignment (valgus/varus)
  • Foot position (pronation/supination)

Posterior View (Back):

  • Spine alignment (scoliosis)
  • Scapular position (protracted, retracted, elevated, winged)
  • Gluteal fold symmetry
  • Achilles tendon alignment

Lateral View (Side):

  • Head position (forward head posture)
  • Cervical lordosis
  • Thoracic kyphosis
  • Lumbar lordosis
  • Knee hyperextension (genu recurvatum)
  • Pelvic tilt (anterior or posterior)

Palpation Skills

Palpation is the therapist's most important assessment tool. The "5 Ts" of palpation:

Temperature

  • Normal: Warm and even throughout the area
  • Hot: May indicate inflammation, infection, or increased blood flow
  • Cold: May indicate reduced circulation, ischemia, or nerve involvement
  • Use the back of the hand (more temperature-sensitive) for initial assessment

Texture

  • Normal: Smooth, elastic, pliable
  • Abnormal: Grainy, stringy, ropy, boggy, or fibrotic
  • Fascial restrictions may feel like thick, inelastic bands
  • Scar tissue feels dense and less pliable than surrounding tissue

Tone

  • Normal (healthy): Pliable, resilient — returns to shape when released
  • Hypertonic: Excessively tight, dense, resistant to deformation
  • Hypotonic: Abnormally soft, lacking normal firmness (flaccid)
  • Spasm: Involuntary, sustained contraction — painful and resistant

Tenderness

  • Use a 0-10 pain scale during palpation
  • Note the client's verbal and non-verbal responses (wincing, pulling away)
  • Grade tenderness consistently for tracking progress
  • Document both location and intensity of tenderness

Movement (Tissue Mobility)

  • Assess how well layers of tissue glide over each other
  • Restricted movement may indicate adhesions or fascial restrictions
  • Compare affected side with unaffected side (bilateral comparison)
  • Note end-feel quality during passive movement

Special Considerations

Bilateral Comparison

Always palpate both sides of the body to establish a baseline:

  • What is normal for this individual?
  • Is the finding unilateral or bilateral?
  • How significant is the difference between sides?

Client Communication During Assessment

  • Explain what you are doing and why before each assessment step
  • Ask permission before palpating sensitive areas
  • Encourage the client to provide feedback about pressure and tenderness
  • Use open-ended questions: "What do you notice when I press here?"

Orthopedic Assessment Tests (Within Scope)

While massage therapists cannot diagnose conditions, certain assessment tests may be within scope in some states to help guide treatment:

Common Tests

TestWhat It AssessesPositive Finding
Shoulder impingement (Neer's)Supraspinatus impingementPain with passive forward flexion of shoulder
Empty can test (Jobe's)Supraspinatus tear/weaknessWeakness or pain when resisting downward force on abducted, internally rotated arm
Phalen's testCarpal tunnel syndromeNumbness/tingling in median nerve distribution within 60 seconds of wrist flexion
Tinel's testNerve compression at a specific pointTingling/electric sensation when tapping over the nerve
Straight leg raiseSciatic nerve involvement, disc herniationPain radiating below the knee at 30-70 degrees of hip flexion
FABER (Patrick's) testHip joint pathology, SI joint dysfunctionPain in the hip or SI region when hip is Flexed, ABducted, Externally Rotated

Scope of practice reminder: These tests help guide treatment decisions. A positive finding does NOT constitute a diagnosis. Refer the client to their physician for definitive diagnosis.

Test Your Knowledge

In the OPQRST pain assessment framework, what does the "P" stand for?

A
B
C
D
Test Your Knowledge

When palpating tissue, which part of the hand is most sensitive for assessing temperature?

A
B
C
D
Test Your Knowledge

During palpation, tissue that feels excessively tight, dense, and resistant to deformation is described as:

A
B
C
D
Test Your Knowledge

Why should a massage therapist always palpate bilaterally?

A
B
C
D
Test Your KnowledgeOrdering

Arrange the client assessment steps in the typical order they are performed.

Arrange the items in the correct order

1
Palpation of affected areas
2
Written health intake form
3
Postural assessment (visual observation)
4
Verbal interview and OPQRST pain assessment
5
Range of motion assessment
Test Your KnowledgeFill in the Blank

The five components of palpation assessment are temperature, texture, tone, tenderness, and ___ (tissue mobility).

Type your answer below

Test Your Knowledge

OPQRST is a framework used to assess:

A
B
C
D
Test Your Knowledge

Hot tissue found during palpation most likely suggests:

A
B
C
D
Test Your KnowledgeMatching

Match each orthopedic test to the condition it assesses.

Match each item on the left with the correct item on the right

1
Phalen's test
2
Straight leg raise
3
Empty can test (Jobe's)
4
FABER (Patrick's) test