A. A physical therapist shall ensure a patient record meets the following minimum standards:
1. Each entry in the patient record is:
- a. Legible,
- b. Accurately dated, and
- c. Signed with the name and legal designation of the individual making the entry;
- 2. If an electronic signature is used to sign an entry, the electronic signature is secure;
3. The patient record contains sufficient information to:
- a. Identify the patient on each page of the patient record,
- b. Justify the therapeutic intervention,
- c. Document results of the therapeutic intervention,
- d. Indicate advice or cautionary warnings provided to the patient,
- e. Enable another physical therapist to assume the patient’s care at any point in the course of therapeutic intervention, and
- f. Describe the patient’s medical history.
- 4. If an individual other than a physical therapist or physical therapist assistant makes an entry into the patient record, the supervising physical therapist co-signs the entry;
5. If it is determined that erroneous information is entered into the patient record:
- a. The error is corrected in a manner that allows the erroneous information to remain legible, and
- b. The individual making the correction dates and initials the correct information; and
- 6. For each date of service there is an accurate record of the physical therapy services provided and billed.
B. Initial evaluation. As required by A.R.S. § 32-2043(F)(1), a physical therapist shall perform the initial evaluation of a patient. The physical therapist who performs an initial evaluation shall make an entry that meets the standards in subsection (A) in the patient record and document:
- 1. The patient’s reason for seeking physical therapy services;
- 2. The patient’s relevant medical diagnoses or conditions;
- 3. The patient’s current functional status;
- 4. The patient’s signs and symptoms;
- 5. Objective data from tests or measurements;
- 6. The physical therapist’s interpretation of the results of the examination;
- 7. Clinical rationale for therapeutic intervention;
- 8. A plan of care that includes the proposed therapeutic intervention, measurable goals, and frequency and duration of therapeutic intervention; and
- 9. The patient’s prognosis.
C. Therapeutic-intervention notes. For each date that a therapeutic intervention is provided to a patient, the individual who provides the therapeutic intervention shall make an entry that meets the standards in subsection (A) in the patient record and document:
- 1. The patient’s current functional status;
- 2. The patient’s subjective report of current status or response to therapeutic intervention;
- 3. The therapeutic intervention provided or appropriately supervised;
- 4. Objective data from tests or measures, if collected;
- 5. Instructions provided to the patient, if any; and
- 6. Any change in the plan of care required under subsection (B)(8).
D. Re-evaluation. As required by A.R.S. § 32-2043(F)(2), a physical therapist shall perform a re-evaluation when a patient fails to progress as expected, progresses sufficiently to warrant a change in the plan of care, or in accordance with R4-24-303(F)(4). A physical therapist who performs a re-evaluation shall make an entry that meets the standards in subsection (A) in the patient record and document:
- 1. The patient’s subjective report of current status or response to therapeutic intervention;
- 2. Assessment of the patient’s progress;
- 3. The patient’s current functional status;
- 4. Objective data from tests or measures, if collected;
- 5. Rationale for continuing therapeutic intervention; and
- 6. Any change in the plan of care required under subsection (B)(8).
E. Discharge summary. As required by A.R.S. § 32-2043(F)(3), a physical therapist shall document the conclusion of care in a patient’s record regardless of the reason that care is concluded.
- 1. If care is provided in an acute-care hospital, the entry made under subsection (C) on the last date that a therapeutic intervention is provided constitutes documentation of the conclusion of care if the entry is made by a physical therapist.
2. If care is not provided in an acute-care hospital or if a physical therapist does not make the entry under subsection (C) on the last date that a therapeutic intervention is provided, a physical therapist shall make an entry that meets the standards in subsection (A) in the patient record and document:
- a. The date on which therapeutic intervention terminated;
- b. The reason that therapeutic intervention terminated;
- c. Inclusive dates for the episode of care being terminated;
- d. The total number of days on which therapeutic intervention was provided during the episode of care;
- e. The patient’s current functional status;
- f. The patient’s progress toward achieving the goals in the plan of care required under subsection (B)(8); and
- g. The recommended discharge plan.
Historical Note
New Section adopted by final rulemaking at 6 A.A.R. 2399, effective June 9, 2000 (Supp. 00-2). R4-24-304 renumbered to R4-24-305; new Section R4-24-304 made by final rulemaking at 14 A.A.R. 3418, effective October 4, 2008 (Supp. 08-3). Amended by final rulemaking at 31 A.A.R. 2377 (July 18, 2025), effective August 30, 2025 (Supp. 25-3).