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...

News

Now Available: New Code of Ethics for the Physical Therapy Profession

Jan 2, 2026

On July 14, 2025, the APTA House of Delegates officially adopted The Code of Ethics for the Physical Therapy Profession. This updated Code combines into

Article

Disciplinary Action Procedural Document

Jan 1, 2026

APTA has developed this Disciplinary Action Procedural Document to establish principles to guide the Ethics and Judicial Committee and Board of Directors

Article

Remembering Lucinda A. Pfalzer: A Leader Within the Physical Therapy Community

Dec 31, 2025

Lucinda Ann "Cindy" Pfalzer passed away on Dec. 6, 2025, at the age of 67. An APTA member for 35 years, Pfalzer demonstrated a lifelong passion for advocating