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Contents of an Evaluation

The initial evaluation, or the plan of care including an evaluation, should document the necessity for a course of therapy through objective findings and subjective patient self-reporting.

Only a clinician may perform an initial examination, evaluation, re-evaluation and assessment or establish a diagnosis or a plan of care. A clinician may include, as part of the evaluation or re-evaluation, objective measurements or observations made by a PTA or OTA within their scope of practice, but the clinician must actively and personally participate in the evaluation or re-evaluation.

The clinician may not merely summarize the objective findings of others or make judgments drawn from the measurements and/or observations of others.

Documentation of the evaluation should list the conditions and complexities and, where it is not obvious, describe the impact of the conditions and complexities on the prognosis and/or the plan for treatment such that it is clear to the contractor who may review the record that the services planned are appropriate for the individual.


Documentation Supporting Illness Severity or Complexity

Documentation Supporting Medical Care Prior to the Current Episode

Documentation Required to Indicate Beneficiary Health Related to Quality of Life

Documentation Required to Indicate Beneficiary Social Support

Documentation Required to Indicate Objective, Measurable Beneficiary Physical Function

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