Free Resources and Literature
Functional Capacity Evaluation: Forms, Charts, Spreadsheets
- Buyer’s Guide: This is a basic starter set designed to implement the Cal-FCP as the default functional capacity evaluation test battery.
- Cal-FCP Examiner’s Manual (abstract only; does not include appendices—full version available in Dr. Matheson’s ToolKit 2010)
- Cal-FCP Evaluation Record
- Cal-FCP Standard Report Form
- EPIC Lift Capacity Evaluation Record Forms: Female and Male (726k)
- EPIC Lift Capacity Evaluation Record Forms: Female (363k)
- EPIC Lift Capacity Evaluation Record Forms: Male (364k)
- EPIC Lift Capacity Test Symptom Description Form
- Feasibility Evaluation Checklist
- Functional Assessment Construct (FAC) Taxonomy (Excel file) · FAC Taxonomy Working (PDF)
- Job Demands Questionnaire
- Lift Capacity Translation Charts
- PDC Chart
- Productivity Index
- Work Capacity Decision Tree
ELC Certification Forms Packet
Now available as a free product.
Calculators
Selected Scientific Literature (Also available in Dr. Matheson’s ToolKit)
EPIC Lift Capacity Test
- 1991: The Reliability and Validity of Two New Tests of Lifting Capacity
- 1993: Effect of Instructions on Measurement of Isometric Whole Body Strength: Reliability and Validity
- 1994: Effect of Focussed Strength Training After Low Back Injury
- 1994: Reliability of the EPIC Lift Capacity Test
- 1995: A Test to Measure Lift Capacity of Physically Impaired Adults: Development and Reliability Testing
- 1995: A Test to Measure Lift Capacity of Physically Impaired Adults: Part II: Reactivity in a Patient Sample
- ELC Standard References: Age and Body Weight Normative Values for the EPIC Lift Capacity Test [ELC Norms]
- 2000: Sensitivity and Specificity of the Indicators of Sincere Effort of the EPIC Lift Capacity Test on a Previously Injured Population
- 2002: Contributions of Aerobic Fitness and Back Strength to Lift Capacity
Symptom Magnification Syndrome
- 1990: Symptom Magnification Syndrome: A Modern Tragedy and Its Treatment
- 1991: Symptom Magnification Syndrome Structured Interview: Rationale and Procedure
- 1998: Use of Maximum Voluntary Effort Testing to Identify Symptom Magnification Syndrome
- Revisiting “How Do You Know He Tried His Best”: The Coefficient of Variation as a Determinant of Consistent Effort
Functional Capacity Evaluation
- 1987: Aggressive Evaluation Leads to Cost Savings: Injured Workers Avoid Rehabilitation and Return to Work
- 1996: Standardized Evaluation of Work Capacity
(HTML) · (PDF) - 1997: Testimony of Leonard N. Matheson, PhD, CVE: Subcommittee on Social Security Committee on Ways and Means, House of Representatives One Hundred Fifth Congress
(HTML) · (PDF) - 2001: Functional Assessment Construct Taxonomy, Social Security Administration Disability Determination Project
- 2003: The Functional Capacity Evaluation, Matheson, L., in G. Andersson & S. Demeter & G. Smith (Eds.), Disability Evaluation. 2nd Edition. Chicago, IL: Mosby Yearbook.
Spinal and Hand Function Sorts
- 1993: Reliability of a Measure of Perceived Functional Ability
- 1993: Validity of a Measure of Self-Perception as an Indicator of Change in the Rehabilitation of Adults with Low Back Injury
Work Hardening
- Work Hardening Strategies: Feasibility for Competitive Employment
- Goaling Process
- Work Hardening Strategies: The Goaling Process
- Work Hardening (Matheson, L. (1995). In J. Frymoyer & T. Ducker & N. Hadler & J. Kostuik & J. Weinstein & T. Whitecloud (Eds.), The Adult Spine: Principles and Practice (2nd ed.). New York, NY: Raven Press.
Offprints
There is no charge for the following offprints, but you must register to download them. Registration will add you to our mailing list. Your registration information will not be shared with any other entity.
- A Method to Provide a More Efficient and Reliable Measure of Self-Report Physical Work Capacity for Patients with Spinal Pain
Leonard Matheson, John Mayer, Vert Mooney, Andrew Sarkin, Theodore Dreisinger, Joe Verna, Scott Leggett
J Occup Rehabil DOI 10.1007/s10926-007-9111-2 2007 - History, Design Characteristics, and Uses of the Pictorial Activity and Task Sorts
Leonard N. Matheson
Journal of Occupational Rehabilitation, Vol. 14, No. 3, September 2004 (© 2004) - Contribution of Aerobic Fitness and Back Strength to Lift Capacity
Leonard N. Matheson, PhD: Program in Occupational Therapy,
Washington University School of Medicine, St. Louis, Missouri
Scott Leggett, MS: U.S. Spine & Sport Foundation, San Diego, California
Vert Mooney, MD: U.S. Spine & Sport Foundation, San Diego, California
Karen Schneider, MS: UCSD Orthomed, La Jolla, California
John Mayer, DC, PhD: U.S. Spine & Sport Foundation, San Diego, California
(2002) Spine, 27(11), 1208-1212. - Development and Construct Validation of the Hand Function Sort
Leonard N. Matheson; Victoria K. Kaskutas; and Daniela Mada; Journal of Occupational Rehabilitation, Vol. 11, No. 2, June 2001 ( © 2001) - Relationships Among Age, Body Weight, Resting Heart Rate, and Performance in a New Test of Lift Capacity
Leonard N. Matheson, Journal of Occupational Rehabilitation, vol. 6. no. 4, 1996 - Symptom Magnification Syndrome Structured Interview: Rationale and Procedure
Leonard Matheson, Journal of Occupational Rehabilitation, Vol. 1, No. 1, 1991 - Work Hardening: Occupational Therapy in Industrial Rehabilitation
Leonard N. Matheson, Linda Dempster Ogden, Kris Violette, Karen Schultz
The American Journal of Occupational Therapy, May 1985, vol. 39, no. 5
