Epicondylitis

About Epicondylitis

Epicondylitis is a familiar term for load-related pain around the outer or inner elbow. The tissue changes are usually better described as tendinopathy than as an acute inflammatory process. Lateral elbow tendinopathy, often called tennis elbow, involves the common wrist extensor origin; medial elbow tendinopathy, often called golfer’s elbow, involves the common wrist flexor-pronator origin (Lucado et al., 2022; Singh et al., 2023).

Typical symptoms are localized tenderness and pain with gripping, lifting or resisted wrist and forearm activity. Symptoms and participation can fluctuate, and the course varies. Most treatment evidence concerns lateral elbow tendinopathy. Direct evidence for medial elbow tendinopathy remains limited and of low certainty (Lucado et al., 2022; See et al., 2026; Wallis et al., 2024).

Scope: This pathway supports assessment and conservative care for adults with suspected lateral or medial elbow tendinopathy. It does not cover children, postoperative rehabilitation, major acute trauma, fracture or dislocation, infection, tumour, inflammatory arthritis, significant neurological or vascular compromise, or another condition requiring a different pathway or urgent assessment.

About CCG Care Pathways

Purpose

CCG is a knowledge translation resource of the Canadian Chiropractic Association. Its care pathways help chiropractors and other clinicians organize conservative care for musculoskeletal conditions. Each pathway outlines the main steps of the clinical encounter and supports decisions about assessment, care, monitoring, referral, co-management, and discharge. The pathways provide a structured approach to care, not a fixed prescription.

Development

Pathways draw on relevant clinical practice guidelines, systematic reviews, peer-reviewed literature, and safety or professional sources. These sources inform, but do not determine, pathway content. Their findings reflect the questions, populations, outcomes, methods, and judgments used and may not apply to every person. Condition-specific sources are identified by author or organization and year, with full citations in one reference list at the end of the pathway.

Principles of Care

Musculoskeletal conditions are shaped by physical, psychological, social, cultural, and environmental factors, so no single approach fits everyone. Good care is ethical, evidence-informed, person-centred, culturally responsive, and tailored to the patient’s goals, preferences, circumstances, and response. Shared decision-making and informed consent guide care. Education, active rehabilitation, and self-management support recovery, functioning, participation, and long-term health. Regular reassessment shows whether the plan is helping and when to continue, adapt, stop, refer, co-manage, or discharge.populations.

Pathway Flow at a Glance

The pathway follows a recurring clinical cycle: understand the person and their goals; screen for safety and referral needs; develop a working clinical profile; agree on a plan and relevant outcomes; provide care; reassess response and safety; and continue, adapt, stop, refer, co-manage, or discharge as appropriate.

Disclaimer

CCG care pathways support professional clinical judgment; they do not replace it or the advice of a qualified provider. They are not prescriptive, authoritative, or regulatory and are not intended for diagnosis or billing. Clinicians remain responsible for practicing within their competence and scope, meeting applicable legal and regulatory requirements, obtaining informed consent, recognizing emergencies, and arranging referral or co-management when needed.

Epicondylitis Care Pathway

1. Record Keeping

Accurate, timely, and sufficiently detailed documentation supports safe, high-quality care. The record should reflect clinically relevant patient interactions, clinical reasoning, decisions, care provided, and progress over time. Documentation should meet the legal, regulatory, privacy, retention, and organizational requirements that apply where the clinician practices. A structured format, such as SOAP, may support consistency, clarity, and continuity and can be adapted to the encounter and practice setting.

Subjective: Record the patient’s concerns, symptoms, functioning and participation, goals, preferences, relevant history and context, and response or adverse effects from previous care.

Objective: Record relevant examination findings, outcome measures, diagnostic test results when available, and clinically important changes.

Assessment: Record the clinical interpretation of findings, working diagnosis or clinical profile, differential and safety considerations, relevant risk factors or modifiers, and the patient’s progress or response.

Plan: Record care provided or proposed, education and self-management, consent and patient decisions, changes to the plan, agreed outcomes and reassessment point, referrals or co-management, follow-up, and discharge planning.

Document at the time of the encounter or as soon as practicable. Corrections and additions should preserve the integrity of the record. Clear records support patient safety, shared decision-making, communication, continuity, and accountability.

2. Informed Consent
  • Definition: A continuing process in which a capable patient, or an authorized substitute decision-maker when required, voluntarily agrees to a proposed examination or intervention after receiving and understanding the information needed to make an informed choice.
  • Key Aspects:
    • Prior to interaction: Obtain consent before beginning an examination, procedure, or treatment, except where applicable law permits otherwise. Explain what is proposed and why. Revisit consent when the plan or material information changes.
    • Voluntarily and specific: must be voluntary and specific to the proposed care. Consider the patient’s capacity for the decision at the time it is required and follow applicable requirements for substitute decision-making when the patient lacks capacity. The patient may ask questions, refuse, place limits on, or withdraw consent.
    • Transparent process: Use honest, plain, and accessible communication. Offer interpretation or other communication support when needed and consider language, culture, health literacy, disability, and prior trauma. Written or digital information may support but does not replace discussion.
    • Patient understanding and agreement:
      • Diagnosis/prognosis: Explain relevant findings, the clinical impression or working diagnosis, important uncertainty, and the expected course in understandable language.
      • Treatment plan: Discuss the nature and purpose of proposed care, expected benefits, material risks and side effects, burdens, reasonable alternatives, the option of no intervention, and the likely consequences of accepting or declining.
      • Questions: Invite questions, explore goals and preferences, allow appropriate time for a decision, and confirm understanding, for example using teach-back.
    • Documentation: Record the consent discussion and decision, including material information provided, questions, capacity or substitute decision-maker where relevant, consent, refusal, limits or withdrawal, and any need to revisit consent. Follow documentation requirements applicable to the jurisdiction and practice setting.
3. Health History
  • Use culturally safe, trauma- and violence-informed care. Explain why questions matter, seek permission before sensitive topics, and adapt communication to the patient’s language, identity, culture, disability and previous health care experiences (Public Health Agency of Canada, 2018).
    Sociodemographic information: age, sex, gender identity, language, hand dominance, occupation, work or study demands, caregiving responsibilities, sport and recreation, and access or communication needs.

Primary concerns

  • Context and onset: side, dominant arm, gradual or sudden onset, recent change in work, sport, tools or training, direct blow or other trauma, previous episodes, and change over time.
  • Location and pattern: lateral or medial elbow, focal or diffuse pain, proximal or distal spread, duration, variability, severity, irritability, rest or night symptoms, and pain-free periods.
  • Aggravating and relieving factors: gripping, lifting, carrying, wrist or forearm movement, racquet or throwing activity, force, repetition, posture, vibration, task duration, rest, pacing, bracing, medication and previous self-management.
  • Associated symptoms: swelling, redness, warmth, bruising, deformity, locking, catching, stiffness, instability, numbness, tingling, objective weakness, neck or shoulder symptoms, fever, constitutional symptoms and symptoms in other joints.
  • Function and participation: grip and hand use, self-care, household tasks, sleep, work, school, caregiving, driving, exercise, sport and other patient-prioritized activities.
  • Body systems review: neurological, vascular, integumentary, constitutional, inflammatory or rheumatologic and other musculoskeletal symptoms, including the cervical spine and the rest of the upper limb when relevant.
  • Health, lifestyle and history: inflammatory or metabolic conditions, diabetes, cancer, infection risk, osteoporosis or fragility risk, relevant neck or upper-limb injury or surgery, medication and supplements, sleep, smoking, physical activity and recovery demands.
  • Work and exposure context: forceful or repeated hand use, forearm rotation, sustained or awkward wrist posture, tool or vibration exposure, recovery time, control over tasks and available accommodations. Occupational exposure is an association and does not establish an individual’s cause (Curti et al., 2021).
  • Social determinants of health: work, education, caregiving, income, housing, food security, discrimination, safety, social support and access when these may shape health, care or participation (Public Health Agency of Canada, 2026).
  • Previous care and responses: advice, activity or equipment changes, exercise, hands-on care, taping or orthosis, medication, injection or surgery; what helped or did not help; adverse effects; and reasons care was difficult to use or continue.
  • Patient perspective: understanding of the problem, priorities, preferences, cultural context, concerns, expectations and previous experiences of care.
  • Flag review: check Red Flags and refer to the separate fixed Orange Flags and Yellow Flags modules when relevant.

​​Outcomes measures

4. Red Flags: Possible Serious Conditions and Other Causes of Epicondylitis

Red flags are prompts for clinical reasoning, not diagnoses on their own. Interpret the whole presentation, new change and combination of findings, and use clinical judgement.

ACTION: Arrange emergency assessment immediately:

  • Acute neurovascular compromise or compartment syndrome: major injury with a cold, pale or blue hand, absent or markedly reduced pulse, rapidly worsening numbness or weakness, severe swelling or tightness, pain out of proportion, or severe pain with passive finger movement.
  • Severe infection with physiological instability: a hot, red or swollen elbow with rapid deterioration, confusion, breathing difficulty, low blood pressure, cool or clammy skin, or another sign of sepsis.

ACTION: Arrange prompt medical assessment:

  • Fracture, dislocation or major tissue injury: significant trauma, deformity, marked swelling or bruising, focal bony tenderness, inability to use the arm, loss of movement or suspected tendon rupture (American College of Radiology, 2024; Singh et al., 2023).
  • Joint, bursal or soft-tissue infection: a hot, red or rapidly swollen elbow, severe rest pain, fever or chills, wound or recent procedure, immune compromise or other infection risk without physiological instability (Singh et al., 2023).
  • Tumour, inflammatory arthritis or another serious systemic condition: a new or enlarging mass, unexplained weight loss, progressive unremitting or non-mechanical night pain, history of cancer, multiple swollen joints, prolonged morning stiffness or systemic decline (Singh et al., 2023).
  • Progressive neurological deficit: new or worsening objective motor loss, persistent sensory loss in a nerve distribution, widespread neurological findings or rapidly declining hand function.

ACTION: Arrange planned referral or shared care when:

  • The presentation is atypical or the diagnosis remains uncertain: symptoms suggest cervical radiculopathy, radial or ulnar nerve entrapment, ligament injury or instability, intra-articular disorder, arthritis, referred pain or another condition.
  • Further assessment may change care: imaging, electrodiagnostic testing, medication or injection review, occupational assessment, specialist opinion or another service is likely to clarify the diagnosis or address needs beyond the clinician’s scope.
  • Safety net: seek earlier reassessment for new trauma, swelling, redness, fever, a mass, locking, progressive weakness or numbness, vascular change or substantial loss of movement, and emergency care for neurovascular compromise or severe systemic deterioration. Document the findings, action, advice and follow-through.
5. Orange Flags: Symptoms of Psychiatric Disorders Requiring Referral

Orange Flags are signs that a mental health or substance use concern may require emergency or timely assessment or shared care, and may change whether and how MSK care proceeds. They are not diagnoses. Ask directly and respectfully when concern arises, considering immediate safety, severity, change from usual, daily functioning and context. Psychosocial factors that may affect recovery but do not require separate mental health or medical assessment are addressed under Yellow Flags.

ACTION: Arrange emergency assessment now when there is immediate danger or an urgent medical need:

  • Suicide, self-harm or harm to others: current intent or plan, a recent attempt, inability to stay safe, or behaviour suggesting an immediate risk of serious harm.
  • Severe change in mental state: extreme agitation, confusion, disorganization, possible psychosis or mania with impaired judgment or unsafe behaviour, or inability to meet basic needs when this creates immediate danger.
  • Substance-related or medical emergency: suspected overdose, severe intoxication, dangerous withdrawal, delirium or another sudden change requiring urgent medical care.

When immediate safety is uncertain, do not leave the person alone while help is arranged. Follow local emergency procedures and call 9-1-1 for immediate danger or urgent medical need. If the person is thinking about suicide, call or text 9-8-8: Suicide Crisis Helpline with them or support them to do so.

If violence, abuse or exploitation is disclosed or suspected, support immediate safety and follow applicable safety and reporting requirements.

ACTION: Arrange prompt medical or mental health assessment when there is:

  • Suicide or self-harm thoughts: thoughts without immediate danger.
  • Substantial symptoms or effects: severe, persistent or worsening symptoms of depression, anxiety, trauma, possible psychosis or mania, eating problems or substance use that substantially affect daily life, decision-making or safe participation in care.
  • Other reasons for assessment: a marked change from usual behaviour or functioning; concern about medication or substance effects; a presentation outside the clinician’s competence; or a request for help.

Agree with the patient on who will be contacted, how soon and what to do if the situation worsens. Confirm that the person has connected with the service when clinically important.

ACTION: Adapt and coordinate MSK care:

  • Safe care: care may continue when it is safe and acceptable and does not delay needed assessment. Adapt communication, examination and care; obtain ongoing consent; and coordinate with other providers with the patient’s permission.
  • Continue the MSK assessment: do not assume that a mental health or substance use concern explains the MSK presentation. Continue to consider physical causes and the patient’s account.
  • Questionnaires: they may support conversation and monitoring, but do not establish a diagnosis or replace direct questions, clinical judgment or action.
  • Acceptable support: ask what type of help is acceptable and whether language, cultural, family, community or other supports are important to the patient.

ACTION: Document and follow up:

Record the concern; relevant questions and the patient’s responses; the safety decision and reasons; actions, advice and referrals; communication and consent; follow-up; and any unresolved concern. Follow applicable privacy, safety and reporting requirements.

For provincial, territorial and national services, see Mental health support: Get help (Public Health Agency of Canada 2026).

6. Yellow Flags: Factors that May Affect Recovery or Participation

Yellow Flags are personal, social, work, school, healthcare, environmental or structural factors that may influence symptoms, functioning, participation or response to care. They are contextual, not diagnoses or certain predictions, and do not mean that symptoms are psychological. They guide how care is tailored and do not by themselves require urgent referral. Explore them through conversation and ongoing outcome review, with attention to the patient’s priorities, strengths and circumstances. A separate Yellow Flag score is not required. New or worsening signs of serious physical illness follow the Red Flag process. Mental health or substance use concerns that need separate assessment, or any immediate safety concern, follow the Orange Flag process and applicable emergency or safeguarding procedures.

Explore relevant factors:

  • Understanding, expectations and healthcare experiences: concerns about injury or damage, uncertainty, recovery expectations, confidence, conflicting advice, previous dismissal or harm, and trust in care.
  • Responses to symptoms and activity: worry, fear, avoidance, cycles of doing too much and then needing prolonged rest, difficulty pacing, coping, sleep, confidence in self-management, and return to meaningful activities.
  • Emotional and life context: distress, low mood, anxiety, grief, trauma, caregiving, relationship change, job loss or other major events. Ask permission before sensitive questions and limit discussion to what is relevant and acceptable to the patient.
  • Relationships, culture and strengths: supportive relationships, isolation, family and community roles, cultural or spiritual practices, identity, preferences, language and other sources of resilience.
  • Work, school and administrative context: physical and psychosocial demands, control, satisfaction, job security, accommodations, return concerns, and compensation, insurance or legal processes. Explore these neutrally and in context.
  • Social and structural conditions: consider social and structural determinants of health (Public Health Agency of Canada 2026), including income, housing, food security, transportation, childcare, access and cost of care, discrimination, racism, colonialism, neighbourhood and workplace conditions, and physical or digital accessibility.

ACTION: Respond with the patient:

  • Ask, do not assume: use open questions to understand what helps, what gets in the way, what matters and what feels feasible. Ask about strengths and protective factors, not only difficulties. Do not treat a person’s circumstances, culture or choices as a deficit.
  • Plan together: integrate relevant findings into shared goals, education, self-management, physical activity or exercise, and participation in meaningful activities. Adapt communication, setting, pace, cost and access where possible.
  • Connect and coordinate: with the patient’s consent, consider appropriate clinical, social, workplace, school, community, Indigenous or culturally specific supports. Clarify who will do what and follow up when the connection is important to the plan.
  • Review response to care: reassess the patient’s account and the pathway’s selected outcomes at clinically relevant points. If progress differs from expected, review the clinical impression, care plan, access and other barriers; do not automatically attribute the outcome to Yellow Flags.
  • Document: record relevant factors and strengths, the patient’s priorities and preferences, agreed actions, consent, referrals or coordination, follow-up, and any change requiring the Orange Flag process.
7. Physical Examination

Select examination elements that answer a clinical question or may change care. Adapt the examination to the patient’s presentation, comfort, consent and abilities.

  • Consent and comfort: explain what you propose, provide choices about positioning, pace and support, and confirm ongoing consent.
  • Condition-specific safety: defer or modify testing when major trauma, marked swelling, heat or redness, deformity, severe rest pain, impaired circulation or progressive neurological loss requires medical assessment.
  • Observation: swelling, redness, bruising, deformity, muscle bulk, protective behaviour, arm use and any orthosis, tape or equipment.
  • Movement and range of motion: active and passive elbow flexion and extension, forearm pronation and supination, and wrist movement; include the shoulder and cervical spine when the history indicates. Note restriction, movement quality and symptom response.
  • Palpation: lateral epicondyle and common extensor origin, medial epicondyle and flexor-pronator origin, joint line, radial head, olecranon, bony landmarks and nearby soft tissues as indicated. Tenderness supports but does not establish the diagnosis.
  • Resisted loading and grip: wrist extension, middle-finger extension or grip may reproduce lateral symptoms; wrist flexion or forearm pronation may reproduce medial symptoms. A pain-free or maximum grip measure can be repeated when it is relevant and reliable. Interpret findings with the history rather than as stand-alone diagnostic tests (Lucado et al., 2022; Singh et al., 2023).
  • Neurological and regional examination when indicated: motor, sensation, reflexes, neural provocation and cervical or upper-limb assessment guided by the symptom pattern, including radial or posterior interosseous and ulnar nerve involvement.
  • Joint and ligament assessment when indicated: valgus or varus stability, joint-line findings, locking, catching and other tests selected to examine a plausible alternative or coexisting condition.
  • Functional assessment: observe a patient-prioritized task such as gripping, lifting, carrying, tool use, racquet activity or throwing, and record load, technique and symptom response.
  • Imaging: not routine for a typical atraumatic presentation. Plain radiographs can be useful after acute trauma or when fracture, arthritis, a loose body or another diagnosis is suspected. Ultrasound or MRI can be used selectively when diagnostic uncertainty, suspected substantial tendon injury or another finding would change care or referral (American College of Radiology, 2024; Singh et al., 2023).
  • Repeat and adapt: repeat focused findings when needed to review progress, revisit the working diagnosis or decide whether further assessment or referral is appropriate.
8. Clinical Presentations

Working clinical presentations

  • Lateral elbow tendinopathy: gradual or load-related pain and tenderness at the lateral epicondyle or common extensor origin, often reproduced by gripping, lifting or resisted wrist or finger extension, without red flags or a better alternative explanation (Lucado et al., 2022; Singh et al., 2023).
  • Medial elbow tendinopathy: load-related pain and tenderness at the medial epicondyle or flexor-pronator origin, often reproduced by gripping, throwing, resisted wrist flexion or pronation. Examine for ulnar nerve or ligament involvement (See et al., 2026).
  • Recent traumatic presentation: symptoms beginning with a direct blow, fall, forceful event or sudden load. Injury severity, bony tenderness, swelling, loss of movement, instability, neurological findings and function determine whether the presentation follows acute-injury assessment rather than routine tendinopathy care.
  • Persistent or recurrent load-sensitive presentation: ongoing or recurrent symptoms with substantial effects on work, sport or daily tasks, prompting review of diagnosis, load, recovery, previous care, coexisting neck or nerve symptoms and participation barriers.
  • Alternative, overlapping or uncertain presentation: features of cervical referral, radial tunnel or posterior interosseous nerve involvement, ulnar neuropathy, ligament injury, intra-articular disorder, arthritis or another condition. Document the working impression and revisit it as new information or response to care becomes available.
9. Treatment Considerations

Base care on the presentation, safety, goals, context and response. Use adaptable principles and options rather than a ranked sequence, and repeat meaningful outcomes to guide change.

Education, self-management and participation

  • Explain the working presentation: discuss the load-related nature of symptoms, the variable course, uncertainty where present and the signs that need earlier reassessment. Make clear that pain with use does not automatically mean new tissue damage (Lucado et al., 2022; Singh et al., 2023).
  • Support participation: agree on feasible ways to maintain or gradually resume valued work, caregiving, daily and recreational activity, using changes that are acceptable in the person’s actual environment.

Protection and load management

  • Lateral elbow tendinopathy – load management: temporary changes to force, repetition, grip intensity, forearm rotation, vibration, task duration, technique, equipment or recovery time, followed by progressive rebuilding of tolerance (Curti et al., 2021; Lucado et al., 2022).
  • Lateral elbow tendinopathy – optional support: taping, a counterforce support or a wrist orthosis for a specific activity or short-term symptom change; review fit, skin, benefit, burden and continued need (Lucado et al., 2022).

Physical activity and exercise

  • Lateral elbow tendinopathy – progressive loading: isometric, concentric and/or eccentric wrist extensor loading, with type, dose, range and progression matched to goals, capacity, irritability and response (Lucado et al., 2022; Wallis et al., 2024).
  • Medial elbow tendinopathy – progressive loading: flexor-pronator strengthening, including eccentric loading, matched to the clinical presentation and functional demands (See et al., 2026).
  • Lateral elbow tendinopathy – task practice: progressive gripping, lifting and other patient-prioritized work, daily or sport tasks within load tolerance (Lucado et al., 2022; Wallis et al., 2024).
  • Lateral elbow tendinopathy – linked capacity: shoulder, scapular, cervical, forearm, grip, endurance and coordination exercise when an identified impairment or activity demand makes it relevant (Lucado et al., 2022).

Hands-on and symptom-relieving care

  • Lateral elbow tendinopathy – hands-on care: local elbow mobilization with movement, regional joint mobilization or manipulation, and soft-tissue approaches as time-limited adjuncts to active care for short-term symptom or pain-free grip goals (Lucado et al., 2022; Wallis et al., 2024).
  • Simple symptom relief: heat, cold or another low-risk strategy can be used if safe and helpful, while avoiding skin injury or prolonged compression.
  • Culturally grounded approaches: traditional or community-based approaches identified by the patient can be incorporated when they are safe, acceptable and consistent with the presentation and goals.

Psychological, social and interdisciplinary support

  • Address barriers to participation: use psychologically informed communication and collaborative problem solving when fear, distress, sleep disruption, uncertainty, work demands, caregiving, cost or access affects activity or recovery.
  • Coordinate supports when useful: occupational, ergonomic, vocational, medical, pharmacy, sport, pain, mental health or community support can be included when needs extend beyond one clinician’s role.

Medication and injection

  • Medication: review current topical or oral analgesic and anti-inflammatory use, perceived benefit, adverse effects, health conditions and interactions within scope. Questions or changes belong with a pharmacist or authorized prescriber.
  • Lateral elbow tendinopathy – injections and percutaneous procedures: requests for corticosteroid, platelet-rich plasma, autologous blood, dextrose prolotherapy, botulinum toxin, dry needling or another procedure require an appropriately qualified clinician and discussion of the expected time course, uncertainty, potential harms and the option of no procedure (Lapner et al., 2022; Xu et al., 2026).

Monitoring and reassessment

  • Agree on a reassessment point based on the presentation, safety, goals, care being tried, patient needs and access rather than a fixed visit schedule.
  • Repeat the small outcome set recorded at baseline and review symptoms, relevant neurological findings, functioning, participation, benefits, harms, treatment burden and progress toward patient-defined goals.
  • Continue what is useful and acceptable; adapt or stop what is not; and revisit the clinical presentation, differential diagnosis, referral or shared care when progress differs from expectations or new safety concerns emerge.
10. Prognosis and Prognostic Factors
  • Expected course: in placebo or no-treatment groups from randomized trials, 89% of participants with lateral elbow tendinopathy reported marked improvement or recovery at one year. Symptoms can persist or recur. Direct prognostic evidence for medial elbow tendinopathy remains limited, so no universal timeline applies (Ikonen et al., 2022; See et al., 2026).
  • Factors associated with a less favourable course: greater baseline pain or disability, ongoing high manual load and coexisting neck, nerve or other upper-limb symptoms may be associated with slower recovery in lateral elbow tendinopathy. Symptom duration before trial entry did not predict the subsequent course in placebo or no-treatment groups. These group-level findings do not determine an individual’s outcome (Ikonen et al., 2022; Lucado et al., 2022).
  • Potential supports for recovery: a credible explanation, feasible protection and load changes, gradual capacity building, meaningful activity goals, supportive work or caregiving adaptations and timely access to coordinated care may support progress without guaranteeing it.
  • Discussing prognosis: acknowledge uncertainty, avoid fixed promises, connect prognosis to the person’s goals and context, and update it using repeated outcomes, new information and response over time.
11. Ongoing Follow-up

Ongoing follow-up is a shared review of whether the plan remains safe, useful, acceptable and aligned with the patient’s goals. The timing of review should reflect symptoms, risk, the care being tried, goals and access rather than a fixed visit schedule.

  • Review symptoms and safety: ask what has changed in symptoms, functioning and daily activities; review adverse effects; and check for new or worsening Red Flags and relevant Orange or Yellow Flag concerns. Arrange earlier or urgent assessment when the findings require it.
  • Review outcomes: repeat the small set chosen at baseline and use the same measures when possible. These may include the Patient-Specific Functional Scale, WHODAS 2.0, quality of life using the patient’s own rating or a measure such as WHOQOL-BREF, symptom impact, participation and the patient’s own assessment of change. Interpret measures with the patient and alongside what has changed in daily life rather than relying on a score alone.
  • Review goals, preferences and consent: ask whether care remains acceptable, feasible and worthwhile; revisit goals and priorities; and confirm consent when the plan or circumstances change.
  • Adapt care: continue what is useful and acceptable, and change, pause or stop what is not. If progress is not sufficient from the patient’s perspective, review the clinical impression, the fit and amount of care, barriers to participation, other health or social factors and whether other expertise is needed.
  • Support self-management and participation: review the strategies the patient is using, including physical activity or exercise, symptom management, pacing and participation in work, school, caregiving, recreation or community life. Ask what is helping and which barriers can be addressed.
  • Referral and co-management: arrange emergency assessment for Red Flags requiring urgent care. Consider referral or co-management when findings or needs are beyond the clinician’s role, the patient’s condition is worsening, progress remains insufficient after the plan has been reviewed, or the patient requests another opinion.
  • Plan the next step: agree whether to continue, change the interval between visits, move toward more self-directed care, or apply the Criteria for Discharge section.
12. Criteria for Discharge

Discharge is a shared decision about ending or transferring a course of care. It does not require complete symptom resolution, a normal outcome score or a fixed number of visits.

  • When discharge may be appropriate: consider discharge when the patient’s goals have been met to a degree they consider satisfactory; the patient feels able to manage with less or no clinician involvement; the patient chooses to end care; continued care is not providing enough benefit to justify its burden, cost or time; or care is being transferred to another provider.
  • Reassess before discharge: review symptoms, functioning, participation, selected outcomes, goals, adverse effects, confidence and preferences. Check for new or worsening Red Flags and any Orange or Yellow Flag concerns that still require action. If the condition is worsening or a safety concern remains, arrange the required assessment or referral rather than routine discharge.
  • When progress has slowed: review the clinical impression, response to care, goals, barriers and access, other health or social factors, and other reasonable options before deciding with the patient whether to continue, change or end care.
  • Plan after discharge: agree on self-management, physical activity or exercise, symptom management, pacing and participation in work, school, caregiving, recreation or community life. Explain which changes should prompt earlier or urgent assessment and when and where to seek care.
  • Future access to care: explain how the patient can return if symptoms recur, functioning declines, or goals or demands change. Any planned future review or supportive care should have an agreed purpose, expected benefit and review point.
  • Referral or transfer: explain the reason, share a relevant summary with the patient’s consent, and clarify who will address outstanding concerns when possible. Avoid an unintended gap in care when safety or ongoing needs remain.
  • If the patient ends care or does not return: respect the patient’s right to stop. Record what is known and unknown about the outcome, advice or referral offered, attempts to communicate when clinically warranted, and any unresolved safety concern. Follow applicable record keeping and communication requirements.
  • Documentation: record the reason care ended, the patient’s status and selected outcomes, goals and preferences, unresolved concerns, advice and self-management plan, referral or transfer details, and how to seek care again if needed.

References

Disclosure: Generative artificial intelligence tools assisted with drafting, editing, and reference organization. They did not approve the pathway or replace clinical judgment. CCG reviewers verified all content.