Skip to main content

What follows is a description of the main documentation elements of patient and client management: initial examination and evaluation, visit, reexamination, and conclusion of episode of care summary.

Please note that the added webpages linked below offer additional guidance specific to pediatric patients and clients when protocols and practice may differ from managing adults. These sections are identified at the end of various sections throughout this resource.

Additionally, be sure to reference the companion article, Documentation: Risk Management, for related information.

Log in or create a free account to keep reading.


Join APTA to get unlimited access to content.


You Might Also Like...

Article

More Than 3,500 Board Certified Physical Therapists Honored at APTA CSM 2026

May 11, 2026

APTA's ceremony highlighted newly certified and recertified specialists and the growing impact of board certification across the profession.

Article

Payment Advocacy Takes Center Stage During APTA Capitol Hill Day

May 5, 2026

APTA members gather in front of the U.S. Capitol during APTA Capitol Hill Day. More than 250 APTA members came to Washington, D.C., with a shared message

Article

CMS Finalizes 2027 Medicare Advantage Rule: What Physical Therapists Should Know

May 5, 2026

The Centers for Medicare & Medicaid Services has released its Medicare Advantage Contract Year 2027 Final Rule, finalizing policies related to utilization