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WorksheetsDOCUMENTATION
Total questions: 64
Worksheet time: 32mins
Any form of written communication, that is related to a patient encounter. A comprehensive patient-centered chart that is professionally written and organized enabled. Enables direct improvements in patient care. Accurate and timely communication among health professionals handling the patient.
Initial Evaluation
Documentation
General Survey
Treatment Notes
Written by a Physical therapist or PT assistan. Each therapy session, interventions provided, response to interventions, any changes, any consultation with other providers
Incident Report
Re-Evaluation or Progress Notes
Endorsement Notes
Treatment Notes
Notes of any untoward incident or accident related to one’s function as therapist
Incident Report
Re-Evaluation or Progress Notes
Endorsement Notes
Treatment Notes
Written by PT, provides an update of the patient status over a number of visits or certain periods.
Documentation
Discharge Summary
Treatment Notes
Re-Evaluation or Progress Notes
Allows or endorses a patient’s treatment to be done by another therapist. Change of therapist
Treatment Notes
PT Evaluation
Endorsement Notes
Incident Report
Written by PT, For discharge/discontinuation of care, Documents current physical/functional status of patient, Includes degree to which goals were achieved and reasons if not achieved, Provides a discharger discontinuation plan related to the patient’s continuing care.
Initial Evaluation
Discharge Summary
Documentation
PT Evaluation
Written by Physical Therapist and Required at the onset of episode of PT care.
Initial Evaluation
Discharge Summary
Documentation
PT Evaluation
What purpose of Note Writing shows If services is of quality and Skilled treatment
Decisions about discharge and future placement
Used as data for research on outcomes
Communication with other professionals
Used as a quality assurance tool
Decisions about payment for services
What purpose of Note Writing shows ensures coordination and continuity of patient care and Organization of treatment?
Used as data for research on outcomes
Clinical Decision making
Decisions about discharge and future placement
Legal record of PT management
Communication with other professionals
What purpose of Note Writing shows the justification of the effectiveness or the proof of effectiveness of the intervention?
Decisions about discharge and future placement
Used as data for research on outcomes
Communication with other professionals
Used as a quality assurance tool
Decisions about payment for services
What purpose of Note Writing shows the document of the patient's problems so
that an appropriate plan of care can be established
Used as data for research on outcomes
Clinical Decision making
Decisions about discharge and future placement
Legal record of PT management
Communication with other professionals
What purpose of Note Writing specifies the intervention and shows that the patient has been seen and treated, in response to intervention?
Legal record of PT management
Decisions about payment for services
Decisions about discharge and future placement
Communication with other professionals
Used as data for research on outcomes
This is the simplest form of documentation, recounts what happened in a therapist-patient encounter, therapists can and should develop their own outline of information to cover. These outlines can be more or less detailed, specific information listed in each heading is left to the writer's discretion.
APA Format
MLA Format
Narrative Format
SOAP Format
Functional Outcome Report Format
This is the highly structured documentation. Developed by Dr. Lawrence Weed as part of the problem-oriented medical record.
SOAP Format
APA Format
Functional Outcome Report Format
MLA Format
Narrative Format
This is relatively new format and focuses on documenting the ability to perform meaningful functional activities rather than isolated musculoskeletal, neuromuscular, cardiopulmonary, or integumentary impairments. Establishes the rationale for therapy by indicating the links between impairments and participation restrictions because in the patient Emphasizes readability by healthcare personnel or by persons not familiar with PT jargon.
APA Format
MLA Format
Narrative Format
SOAP Format
Functional Outcome Report Format
PTs uses this type of report format to document their findings from an evaluation or convey what has occurred in the visit
Standardized Assessments
Graphs and Tables
Written Reports
SOAP Format
Functional Outcome Report Format
This is an Integral part of PT documentation. This outcome measures have been determined to be reliable and ideally validated in specific patient populations. Very useful to quantify improvements in patients' performance.
Written Reports
Functional Outcome Report Format
Standardized Assessment
Graphs and Tables
SOAP Format
This provides visualization of patients' progress in therapy. Improves readability and readily focuses a reader on critical issues. Also, it documents multiple findings of similar impairment or functional skills and documents changes over multiple sessions.
Graphs and Tables
Standardized Assessment
Functional Outcome Report Format
Written Reports
SOAP Format
This is a strategy in documenting wherein there is a limited amount of wording and use of abbreviations and medical terminology
Legibility
Dated
Authentication
Concise
Use of Templates
This is a strategy in documenting wherein the standard forms that therapists can use to fill in the blanks. Ensures pertinent items are covered and provide a consistent format for assessing different patients. No line should be left blank.
Concise
Omit unnecessary and irrelevant facts
Use of Templates
Dated
Authentication
This is a strategy in documenting wherein the notes should include only those observations and interpretations that are essential for documenting the patient’s current medical condition.
Concise
Dated
Use of Templates
Legibility
Omit unnecessary and irrelevant facts
This is a key legal aspect in documentation that all notes must be dated when the note was written. All notes should be written on the dates that an evaluation or intervention is performed. If a note is not written on the date, then both the date of the evaluation/intervention and the date the report was written should be indicated.
Concise
Authentication
Dated
Errors
Student PT and PTA authentication
This is a key legal aspect in documentation that PT documents must be authenticated by a PT or PT assistant (when appropriate). All notes must be signed, followed by the writer’s professional abbreviation and dated.
Concise
Errors
Dated
Legibility
Authentication
This is a key legal aspect in authentication that shows PT/PTA, Highest earned PT-related degree, Other earned academic degree, Specialist certification credentials in alphabetical order, Other external credentials, Other certification or professional honor.
Degrees and Certifications
Authentication
Dated
PTA authentication
Student PT and PTA authentication
This is a key legal aspect in authentication that shows PTA can typically sign treatment notes only and PTs may be required to co-sign each note written by PTA.
Degrees and Certifications
Authentication
Dated
PTA authentication
Student PT and PTA authentication
This is a key legal aspect in authentication that shows PT/PTA, Highest earned PT-related degree, Other earned academic degree, Specialist certification credentials in alphabetical order, Other external credentials, Other certification or professional honor.
Student PT and PTA authentication
Dated
PTA authentication
Authentication
Degrees and Certifications
This is a key legal aspect in authentication that the PT should place a single line through the error and write initials near the crossed out word. Include date and time of correction.
Student PT and PTA authentication
Dated
Blank Lines
Errors
Abbreviations
This is a key legal aspect in authentication that this should be avoided and single line should be drawn through any open spaces.
Legibility
Errors
Abbreviations
Dated
Blank Lines
This is a key legal aspect in authentication that PT should only use accepted and
authorized abbreviations.
Legibility
Errors
Abbreviations
Dated
Blank Lines
This should be avoided in note writing.
Hyphen
Exclamation
Period
Question Mark
TRUE or FALSE: The format on orders indicate time, date, and order followed by the doctor’s name, the therapist, and latter’s designation.
TRUE
FALSE
Information obtained from the patient or relatives or care taker
Objective
Subjective
Chief Complaint
Patient Report
Has the question "Why the patient sought PT consultation?".
Subjective
Patient Report
Objective
Chief Complaint
History of present illness (HPI)
Events that led to the patient’s c/c. Arranged chronologically
History of present illness (HPI)
Drug history or Past medications
Ancillary procedures
Present medication
Past medical history (PMHx)
All conditions/injuries of the patient, onset preferred
History of present illness (HPI)
Drug history or Past medications
Ancillary procedures
Present medication
Past medical history (PMHx)
Diagnostic studies or procedures performed including date, place taken, and results or findings
History of present illness (HPI)
Drug history or Past medications
Ancillary procedures
Present medication
Past medical history (PMHx)
Medications taken in the past including the dosage, frequency, and indication
Present medication
Drug history or Past medications
Patient’s goal
Personal, Social, Environmental history
(PSEHx)
Past medical history (PMHx)
Medications currently being taken including the dosage, frequency, and indication
Present medication
Personal, Social, Environmental history
(PSEHx)
Ancillary procedures
Drug history or Past medications
Patient’s goal
Includes the medical conditions existing in the family
Past medical history (PMHx)
Personal, Social, Environmental history
(PSEHx)
Family medical history (FMHx)
Chief Complaint (c/c)
History of present illness (HPI)
Includes the patient’s lifestyle, home/work environment, living situation, diet and nutrition, vices, work set-up (hours, demands, etc), etc.
Past medical history (PMHx)
Personal, Social, Environmental history
(PSEHx)
Family medical history (FMHx)
Chief Complaint (c/c)
History of present illness (HPI)
What does the patient want to achieve after the PT
Present medication
Personal, Social, Environmental history
(PSEHx)
Ancillary procedures
Drug history or Past medications
Patient’s goal
Contains results of measurements and tests. Includes therapist’s objective observations.
Objective
Subjective
Chief Complaint
Patient Report
BP, Temperature, Pulse rate,
Respiratory rate, O2 saturation
Ocular Inspection
Range of motion
Manual muscle test
Vital Signs
Anthropometric Measurements
Includes the patient’s manner of arrival, level of assistance needed, patient;s physique/nutritional status, mental status, level of consciousness accessories & attachments, features & deformities present
Postural analysis
Standardized tests
Gait analysis
Special tests
Ocular Inspection
Includes muscle tone, temperature of affected are, muscle spasm, tenderness, edema
Postural analysis
Palpation
Neurologic Testing
Special tests
Ocular Inspection
Includes a table of measurement of available joint motions. Includes a narrative/summary of findings and significance of the findings
Postural analysis
Palpation
Manual muscle test
Range of motion
Ocular Inspection
Includes a table of muscle strength grade. Includes a narrative/summary of findings and significance of the findings
Anthropometric Measurements
Standardized tests
Manual muscle test
Functional assessment
Gait analysis
Includes: i. limb girth measurement for swelling ii. muscle bulk measurements for muscle atrophy iii. Head circumference in pediatric patients iv. Leg length measurements for leg length discrepancy. Includes a narrative/summary of findings and significance of the findings
Anthropometric Measurements
Special tests
Manual muscle test
Functional assessment
Gait analysis
Includes: i. sensory assessment ii. Deep tendon reflexes iii. Balance and coordination assessment iv. Memory and cognitive assessment v. Etc ● Includes a narrative/summary of findings and significance of the findings
Anthropometric Measurements
Ocular Inspection
Neurologic Testing
Vital Signs
Postural analysis
Includes standing and sitting posture seen in anterior, posterior, and lateral views ● Includes a narrative/summary of findings and significance of the findings
Anthropometric Measurements
Ocular Inspection
Neurologic Testing
Vital Signs
Postural analysis
Includes: i. the patient’s manner of ambulation ii. gait deviations noted during the stance and swing phases iii. Other characteristics of gait such as step length, stride length, cadence, etc. iv. Assistive device used ● Includes a narrative/summary of findings and significance of the findings
Palpation
Manual muscle test
Gait analysis
Special tests
Functional assessment
Any provocation or clearing test. Includes a narrative/summary of findings and the significance of the findings
Palpation
Manual muscle test
Gait analysis
Special tests
Functional assessment
Present function of patient in terms of performing ADLs, IADLs, work-related, or sports-related functions. Includes a narrative/summary of findings and significance of the findings
Palpation
Manual muscle test
Gait analysis
Special tests
Functional assessment
Includes the standardized outcome measure included in examination. Includes a narrative/summary of findings and significance of the findings
Range of motion
Anthropometric Measurements
Gait analysis
Standardized tests
Functional assessment
Contains the therapist’s interpretation of the findings/results from examination. Provides a summary of the examination an PT’s clinical judgment about the case
Summary
Assessment
Objective
Subjective
Narrative Report
Meaningful narrative and interpretation of the findings of the examination. Correlation with the patient’s medical diagnosis
Prognosis
PT Impression or PT diagnosis
Problem list
Short term and long term goals
Intervention
Includes positive and negative prognosticating factors that may affect the patient’s outcomes
Prognosis
PT Impression or PT diagnosis
Problem list
Short term and long term goals
Intervention
Includes a refined problem list in which examination findings are classified into impairments, activity limitations and participation restrictions and prioritized problem list that lists down the problems based on a priority (functional, addressed by PT, etc)
Prognosis
PT Impression or PT diagnosis
Problem list
Short term and long term goals
Intervention
Activities/outcomes that the patient will achieved in a specific period ● Goals must be SMART (Specific, measurable, attainable, realistic, time-bound)
Prognosis
PT Impression or PT diagnosis
Problem list
Short term and long term goals
Intervention
Includes the PT techniques and procedures that will be used to accomplish the goals
Summary
Assessment
Objective
Subjective
Plan
Includes modalities, exercises for the patient including their complete parameters/dosimetry and rationale
Referral
Home exercise program
PT management/
PT interventions
Home instructions
Plan
Patient/family/caregiver education provided
Referral
Home exercise program
PT management/
PT interventions
Home instructions
Plan
Exercises that patient will do at home including their complete parameters/dosimetry and rationale. Written in plain language and may include pictures
Referral
Home exercise program
PT management/
PT interventions
Home instructions
Plan
Includes the need of referral to other
discipline and the reason for the referral
Referral
Home exercise program
PT management/
PT interventions
Home instructions
Plan
