Physical Therapy Initial Evaluation Checklist

Comprehensive physical therapy initial evaluation including subjective history, objective examination, assessment, and treatment planning.

  • Industry: Healthcare
  • Frequency: Initial evaluation
  • Estimated Time: 45-60 minutes
  • Role: Physical Therapist
  • Total Items: 31
  • Compliance: APTA Guide to Practice, CMS Documentation Requirements, State Practice Act

Subjective History

Patient-reported information

  • Chief complaint documented?
  • History of present condition?
  • Prior level of function documented?
  • Patient goals identified?
  • Relevant medical history documented?

Objective Examination

Clinical findings

  • Range of motion assessed?
  • Strength assessed?
  • Balance assessed?
  • Gait/mobility assessed?
  • Functional tests completed?

Assessment

Clinical impression

  • Clinical impression documented?
  • Rehabilitation potential assessed?
  • Barriers to progress identified?

Plan of Care

Treatment planning

  • Measurable goals established?
  • Frequency and duration specified?
  • Interventions planned?
  • Discharge criteria identified?

Pre-Assessment Information

Initial assessment documentation and patient/facility identification

  • Assessor Name / Credentials
  • Assessment Date
  • Department / Unit
  • Assessment Type (Routine/Annual/Complaint)
  • Previous assessment findings reviewed?

Infection Prevention & Control

Verify infection control practices per CDC and Joint Commission standards

  • Hand hygiene compliance observed?
  • Appropriate PPE available and properly used?
  • Isolation precautions properly implemented?
  • Sharps containers available and not overfilled?
  • High-touch surfaces properly disinfected?

Patient Safety & Identification

Verify patient safety protocols and identification procedures

  • Two patient identifiers used before procedures?
  • Fall risk assessment completed?
  • Call light within patient reach?
  • Bed in lowest position with brakes locked?

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