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The analysis of any legal or medical billing is dependent on numerous specific facts — including the factual situations present related to the patients, the practice, the professionals and the medical services and advice. Additionally, laws and regulations and insurance and payer policies are subject to change. The information that has been accurate previously can be particularly dependent on changes in time or circumstances. The information contained in this web site is intended as general information only. It is not intended to serve as medical, health, legal or financial advice or as a substitute for professional advice of a medical coding professional, healthcare consultant, physician or medical professional, legal counsel, accountant or financial advisor. If you have a question about a specific matter, you should contact a professional advisor directly. CPT copyright American Medical Association. All rights reserved. CPT is a registered trademark of the American Medical Association.

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Progress Reports

Progress reports must be completed by the supervising therapist at least once every ten (10) treatment days.  For Medicare payment purposes, information required in progress reports shall be written by a clinician that is, either the physician/NPP who provides or supervises the services, or by the therapist who provides the services and supervises an assistant. It is not required that the referring or supervising physician/NPP sign the progress reports written by a PT, OT or SLP.

Progress Report FAQs

    • Who must complete the progress report?
    • Who must sign the report?
    • When does the progress report need to be completed?
    • What happens if the patient is absent during the report period?
    • What happens if the report is delayed?
    • What does active participation mean?
    • Can the progress report be part of that day’s treatment note?
    • What must be included in the progress report?
    • How can the progress report be used to justify medical necessity?
    • Can an assistant participate in the report?

    Content of the Report

      • What must be included in the progress report?
      • How do I document medical necessity in the report?
      • Does the report need to be formatted in a specific way?
      • What if the patient is treated by two or more therapy types?

    Timing of the Report

      • How long is the progress report period?
      • When does the reporting period begin?
      • What if the patient is absent from a scheduled treatment day?
      • What if the report isn't completed by the end of the period?

    Therapist and Assistant Roles in the Report

      • Therapist's Role in the Report
      • Assistant's Participation in the Progress Report

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