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Physical Therapy Documentation Examples

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Last modified on October 24, 2019 by Tim Fraticelli DPT, MBA, CFP®

Physical therapy documentation is an important tool for tracking patient progress with the treatments provided in therapy. It can also be the source of major headaches, rushed lunch hours, and hours of typing throughout the day.

Finding helpful physical therapy documentation examples has been difficult for students and therapists for a number of reasons. 

I know because I was also someone searching for defensible documentation examples but had a difficult time finding these kinds of resources online. 

Fast forward 6 years and I’ve written thousands of physical therapy soap notes and have helped hundreds of therapists with therapy documentation examples and efficiency strategies on this blog. 

Physical Therapy Documentation Examples

I realize you don’t have the time to read dozens of documentation examples, but I do want to share 4 types of notes that are commonly used in physical therapy.  These notes will give you an idea of how a physical therapist might perform documentation for one patient. 

The examples below are for a sample patient in the outpatient setting, but similar wording for the subjective, assessment, and goals can be used in the neuro, home health, skilled nursing, or acute rehab setting.

These examples are available to download in PDF format here (click on image)


Physical Therapy Evaluation Example

Evaluation Date: 01/06/2016
Treatment Time: 09:00 to 10:00
Patient Name: Henry Smith
DOB: 3/22/1957
Physician: Dr. James Anderson
Medical Diagnosis: M17.12 Left knee OA s/p TKA 12/28/15
PT treatment diagnosis: R26.9 Unspecified abnormalities of gait and mobility

Subjective

The patient is a 59 year old male who presents with complaints of left knee pain s/p TKA performed on 12/28/15.  The patient reports having knee pain for years before he consulted with an ortho surgeon in August of 2015. An Xray revealed severe arthritis and the patient elected to undergo total knee replacement in December of 2015. The patient reports the surgery was performed with no issue. He was released home after a one night stay at the hospital. The patient lives with family who is able to assist with driving him to appointments until cleared by physician to drive. The patient’s goals are to return to working as a supervisor at the local car manufacturer, and to ‘walk without a walker or cane as soon as possible.” 

Past Medical History: High blood pressure
Previous PT: Yes, home health 4 days after surgery
Meds: Norco, tramadol, aspirin, lisinopril 
Social History: Patient is married and lives in 2 story home with 4 steps to enter and 13 stairs to basement and upstairs. Master bedroom/bathroom on the main floor. 

CC: Increased pain and stiffness in left knee prevents him from sleeping well at night and limits his ability to walk or stand for more than 10 minutes. 

Precautions: WBAT with FWW progressing to cane as tolerated
Barriers to Learning: none
Home Barriers: 4 steps to enter home
Prior Functional Level: Patient was independent in all areas. Patient is active in his work as a floor manager at local car manufacturer and stand 8 to 10 hours a day, navigating stairs throughout the facility.

Objective:

Cognition: AOx3
Vital Signs: BP 122/88, HR 76, RR: 16 
Posture: Patient stands with forward flexed trunk position using walker and demonstrates favoring of left knee in keeping it flexed. 

Pain Scale / location / behavior: Patient presents with pain located along the left joint line lateral to the left patella. Patient denies tenderness behind the knee and along the incision. Pain increases with knee flexion, described as ‘tightness’ due to increased swelling. Patient rates pain at 4/10 at present, 3/10 at best and 6/10 at worst. Patient reports decreased sensation along incision line; sensation intact otherwise. 

Integumentary: Surgical incision noted along midline of left knee. Steri strips present along 20 cm incision. Skin appears dark pink, dry and well healing. No open areas noted. Mild to moderate edema noted at knee with pitting noted as 1+ at tibia. No signs of infection noted. 

Lower Extremity Functional Outcome Score: 55% disability score

ROM / Strength

* = painMMT RMMT LA/PROM (R)A/PROM (L)
Knee Flexion5/54/5125/12575 / 80 *
Knee Extension5/53+/50 / 0 -5 / – 3 *
Hip Flexion5/54/5120120
Hip Extension5/54/51010
Hip Abduction5/54/5WNLWNL
Ankle Dorsifl.5/55/5WNLWNL
Ankle Plantar.5/54/5WNLWNL

Gait: Patient ambulates on level surfaces with FWW. He demonstrates gait deviations to include: increased lateral trunk lean to the left with stance phase, decreased push off bilaterally, poor knee flexion with swing, decreased hip extension with push off and impaired ability to turn corners due to unsteadiness attributed to unnatural use of walker.  Advised patient on safe use of walker to encourage proximity to device. 

Balance: Rhomberg stance: positive, Single leg stance: unable on Left, 3 seconds on Right. Tandem stance: requires UE support with balance loss upon perturbation. 

Reflexes: DTR intact at ankle; not tested at knee due to incision at knee.
Extensibility: Tightness notes in the following muscle groups: bilateral hamstring, quadriceps, gastroc/soleus. 
Special Tests:  PDVT Screen: negative

Treatment Provided: Total knee protocol to include instruction of HEP and performance of the following exercises: Ankle pumps x 20, Quad sets x 15, SLR x 10, Sidelying SLR x 10, Glute squeezes x 20, mini squats x 10, heel slides x 15. Cold pack x 10 minutes in supine following ther ex. 

Physical Therapy Assessment

Problem Summary: Increased pain at left knee, decreased ROM of left knee, decreased strength of L LE, balance deficits in standing, difficulty with weight bearing activities, altered posture, lack of home exercise program, impaired gait form and use of assistive device. 

Assessment Statement: Patient presents with signs and symptoms consistent with diagnosis of L knee OA, s/p 1 week post operative L TKA. Rehab potential is excellent. Key impairments include: decreased ROM and strength of the left lower extremity, poor balance and compensatory gait patterning, increased swelling, and pain with functional activities such as squatting, walking, and stairs.  Skilled PT is required to address these key impairments and to provide and progress with an appropriate home exercise program. This evaluation is of moderate complexity due to the changing nature of the patient’s presentation as well as the comorbidities and medical factors included in this evaluation.  

Goals: 

Short Term Goals: 
The patient will achieve 90˚ of knee flexion consistently in 2 weeks in order to progress with functional activities such as rising from a chair with equal weight bearing.

Within two weeks the patient will demonstrate improved quad strength and motor control as noted by ability to perform SLR without lag in order to progress into advanced ther ex.

The patient will report a 20% reduction in knee pain at night within 2 weeks in order to facilitate their ability to fall asleep. 

Long Term Goals: 
The patient will demonstrate increased knee flexion AROM to 120 within 6 weeks in order to improve the patient’s ability to descend 2 flights of stairs at work.

The patient will demonstrate an increase in quadriceps strength by 1 MMT grade within 5 weeks in order to allow him the ability to ascend and descend stairs without the knee buckling.

The patient will demonstrate independent ambulation on level surfaces without straight cane within 4 weeks in order to allow patient to safely navigate the community without gait compensation.

The patient will report the ability to walk for 45 minutes without knee pain within 6 weeks in order to perform work tasks such as navigating the plant facility.

Plan

Patient will be seen by a PT and/or PTA two times per week for 6 weeks under the diagnosis of Left knee OA s/p L TKA and will be reassessed every 7-10 visits for progress.

Treatment to Include: AROM/AAROM/PROM, balance and proprioception training, strengthening exercises, HEP, mobilization, posture/body mechanic training, neuromuscular re-education, ice pack, to LLE. 

Certification period: 1/6/16 – 2/24/16

The patient has been educated in the evaluation findings, prognosis, and plan of care, and is in agreement and willing to participate in therapy. 

Thank you for this referral and please call xxx-xxx-xxxx with any questions or concerns.

Physical Therapist: _______________________  Date:_________ Time: _________

Physician Signature: ______________________  Date: ________ Time: _________

Billing:

CPT CodeProcedureUnit   / Time
97162PT Evaluation (Moderate)1 / 25 minutes
97110Therapeutic Exercise2 / 25 minutes
97010Cold Pack (untimed)1 / 10 min
Total Treatment Time60 minutes
Total Timed Minutes50 minutes

Physical Therapy Daily Note Example

Treatment Date: 01/08/2016
Treatment Time: 10:00 to 10:50
Patient Name: Henry Smith
DOB: 3/22/1957
Physician: Dr. James Anderson
Medical Diagnosis: M17.12 Left knee OA s/p TKA 12/28/15
PT treatment diagnosis: R26.9 Unspecified abnormalities of gait and mobility

Subjective

Patient stated “I am better able to sleep at night with less throbbing in my knee. Today my pain level is 3/10.”

Objective

Patient using FWW to ambulate into clinic with equal step length noted.

20 minutes Therapeutic Exercise (97110): Supine exercises to include: active quad sets x15, SLR x 15, Hamstring curl x 10 with ankle dorsiflexion x3 each rep, SAQ with bolster x 15. PROM flexion to 95 degrees.  Standing: mini squats x 10, hip abduction x 10 bilaterally, hamstring curls x 15 bilaterally, step up to 3” step x 10 alternating LE. 

10 minutes Neuromuscular Re-education (97112): Weight shifting on balance pad 3×20 seconds, Rhomberg stance on pad 3×20 seconds with one UE support, semi tandem stance with perturbations from therapist 2×1 min, rocker board for proprioceptive training x 3 min. 

10 minutes Manual Therapy (97140): Seated tibiofemoral distraction grade 2 mobilization for pain relief, supine patellar mobilizations in superior/inferior direction: grade 2 x 4 minutes, mobilization with movement of patella with SAQ x 3 minutes. 

10 minutes 97010: Cold pack left knee patient in supine with knee supported by bolster for comfort following exercises and treatment. Instructed patient to continue the use of ice intermittently at home with elevation throughout the day to minimize swelling.

Assessment

The patient demonstrates lack of quad muscle recruitment during knee extension. Instructed patient in co-contraction of quads to improve motor recruitment in order to achieve greater knee extension. Poor balance on uneven surface noted during treatment. Continued use of FWW recommended.

Plan

Progress patient with strengthening exercise to increase quad activation and trial straight cane at parallel bars.

Therapist Signature: _________________  Date: _____________ Time: __________

CPT CodeProcedureUnit   / Time
97110Therapeutic Exercise1 / 20 minutes
97112Neuromuscular Re-ed1 / 10 minutes
97140Manual Therapy1 / 10 min
97010Cold Pack1 / 10 min
Total Treatment Time50 minutes
Total Timed Minutes40 minutes

Progress Note Example

Treatment Date: 01/27/2016
Treatment Time: 10:00 to 11:00
Time Period: 01/06/16 to 1/27/16   Start of Care: 1/6/16
Patient Name: Henry Smith DOB: 3/22/1957
Physician: Dr. James Anderson
Medical Diagnosis: M17.12 Left knee OA s/p TKA 12/28/15
PT treatment diagnosis: R26.9 Unspecified abnormalities of gait and mobility

Subjective

Pain/Location 2/10:  Patient states, “my knee pain has decreased significantly, allowing me to sleep through the night and to sit and stand from chairs much easier. I can walk for about 20 minutes with the cane before I need to sit to rest.”

Attendance:  Number of Treatments: 7     Cancellations: 0 No Shows: 0 
Treatment Included: Ther ex, neuromuscular re-ed, manual therapy, cold pack, HEP

Objective Findings

SLR lag: 1 degree, rhomberg test: negative, sensation: intact, incision: closed, clean, and well healing.  Patient uses straight cane for ambulation.

Treatment Provided

(Examples for treatment provided would follow a similar format as noted above in the Daily Note Example. You may also document treatment provided in a flow sheet. To shorten this example, treatment will be omitted but would follow similar format as treatment listed in the Sample Daily Note)

* = painMMT RMMT LA/PROM (R)A/PROM (L)
Knee Flexion5/54+/5125/125100 / 110 
Knee Extension5/54/50 / 0 -2 / – 2 *
Hip Flexion5/54+/5120120
Hip Extension5/54+/51010
Hip Abduction5/54+/5WNLWNL
Ankle Dorsifl.5/55/5WNLWNL
Ankle Plantar.5/54+/5WNLWNL

Assessment & Goal Status

The patient is progressing well towards goals established at evaluation, achieving 100% of short term goals. Long term goals to be addressed with further treatment.  Patient lacks full strength to ascend full flight of stairs reciprocally and impaired balance on dynamic surfaces. 

Plan:   

☐ Discharge from PT    x Continue PT 2 times per week for 3 weeks 

To focus on quad strengthening, stair navigation, balance training, and gait training. 

Therapist Signature:  ______________ Date: ____________  Time: _________

Physician Signature: ______________      Date: ____________  Time: _________

Please sign and fax to: ____________

CPT CodeProcedureUnit   / Time
97110Therapeutic Exercise1 / 20 minutes
97112Neuromuscular Re-ed1 / 20 minutes
97140Manual Therapy1 / 10 min
97010Cold Pack1 / 10 min
Total Treatment Time60 minutes
Total Timed Minutes50 minutes

Discharge Note Example

Treatment Date: 02/17/2016
Treatment Time: 10:00 to 10:50
Time Period: 01/27/16 to 02/17/16
Start of Care: 1/6/16
Patient Name: Henry Smith DOB: 3/22/1957
Physician: Dr. James Anderson
Medical Diagnosis: M17.12 Left knee OA s/p TKA 12/28/15
PT treatment diagnosis: R26.9 Unspecified abnormalities of gait and mobility

Subjective

Pain/Location: 0/10:  Patient states, “I no longer need to use the cane and have been able to navigate up and down my steps 8 times a day. My LE swells when I stand more than 3 hours at a time, but resting for 20 minutes allows me to stand throughout the day. I plan to return to work March 7th following my visit with the surgeon on 3/4/16.”

Attendance:  Number of Treatments: 13     Cancellations: 0 No Shows: 0 
Treatment Included: Ther ex, neuromuscular re-ed, manual therapy, cold pack, HEP

Objective Findings

Rhomberg test: negative, sensation: intact, incision: closed, clean, and well healing.  LEFS: 10% perceived impairment. No assistive device used.

Treatment Provided

(Examples for treatment provided would follow a similar format as noted above in the Daily Note Example. You may also document treatment provided in a flow sheet. To shorten this example, treatment will be omitted but would follow similar format as treatment listed in the Sample Daily Note)

* = painMMT RMMT LA/PROM (R)A/PROM (L)
Knee Flexion5/55/5125/125120 / 120 
Knee Extension5/55/50 / 0 0 / 0
Hip Flexion5/55/5120120
Hip Extension5/55/51010
Hip Abduction5/55/5WNLWNL
Ankle Dorsifl.5/55/5WNLWNL
Ankle Plantar.5/55/5WNLWNL

Assessment & Goal Status:

The patient has achieved 100% of short term and long term goals. He demonstrates overall improved strength and stability with functional activities and with gait form. Patient is independent with advanced HEP and is agreeable to discharge with all goals met.

Plan:

x Discharge from PT with all goals met. 

Therapist Signature:  _____________ Date: ____________  Time: _________

Physician Signature: ______________      Date: ____________  Time: _________

CPT CodeProcedureUnit   / Time
97110Therapeutic Exercise1 / 15 minutes
97112Neuromuscular Re-ed1 / 15 minutes
97530Therapeutic Activity1 / 20 minutes
Total Treatment Time50 minutes
Total Timed Minutes50 minutes

Physical Therapy Documentation Phrases

Get in the habit of starting your sentences with action words that describe the patient’s ability to perform function tasks. 

Here are a few keywords to think about:

The patient…

  • performs, demonstrates, reaches, achieves/does not achieve, lacks, displays, 

A functional movement…

  • overhead lifting, reaching, pulling, gripping, squatting, lateral shifting, single leg stance

Identify deficit or quality of performance…

  • poorly, with decreased stability, insufficient muscle recruitment, unsafe control, 

Causing….

  • poor foot clearance, improper hip alignment, impaired posture, increased stress, further irritation.

Reason for Therapy to continue…. “Key impairments to be addressed with further therapy in order to …”

  • to progress with stability training, decrease risk of fall, safely manage lifting # items at home, to independently don/doff clothing, perform head checks in vehicle safely, etc. 

It’s not enough to simply say, “patient performed exercises with good form.” 

That doesn’t tell us anything and it neglects to mention any cueing you provided.  If you didn’t provide any cueing, recommendation, or therapeutic insight or intervention, what did you do??

Physical Therapy Assessment Documentation 

Most of the difficulty in writing defensible documentation falls in the assessment section.

By the time we get to this section, it’s like we’ve used all our mental energy in typing the subjective and all the treatments in the objective section!

The ultimate goal is to write physical therapy assessment phrases that are as skilled as the treatment you provide in the clinic!

The Therapy Documentation Templates focus on this very skill.  With over 60 examples of assessment phrases and real life examples, you’ll start to speed up your writing and notice an improvement in the quality as well.

You know you are providing your patients with skilled treatment. 

Let’s make sure your documentation shows it – but in less time and with better clarity!

Download the Therapy Documentation Templates to save time in the clinic.

Physical Therapists deserve to go home to family, not paperwork.

physical therapy documentation examples

Save 30-60 minutes a day with the Therapy Documentation Templates.

Filed Under: Career, Education

About Tim Fraticelli DPT, MBA, CFP®

Tim Fraticelli is a Physical Therapist, Certified Financial Planner™ and founder of PTProgress.com. He loves to teach PTs and OTs ways to save time and money in and out of the clinic, especially when it comes to documentation or continuing education. Follow him on YouTube for weekly videos on ways to improve your financial health.

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