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Can Assistants Write Progress Reports

by • May 7, 2018 • 2 Comments

Last week, I published “Who Writes Progress Reports Under Medicare Part B” and as you can imagine, had lots of follow up questions and comments. Some of the questions received were:

1. Can a physical therapist assistant (PTA) or occupational therapy assistant (OTA) see the Medicare patient the same day the physical therapist (PT) or occupational therapist (OT) also sees the patient and will write the progress report?

2. Can a PTA or OTA see the Medicare beneficiary for a follow-up therapy visit, collect the subjective information and objective data and include that information in their daily note?

3. Can a PTA or OTA write the entire progress report on a Medicare beneficiary and just have the PT or OT cosign their note?

4. What components of a progress report can the PTA or OTA write for a Medicare outpatient?

5. What are the required components of a progress report written by a PT or OT for a Medicare outpatient?

6. Can the PT or OT use the information the PTA or OTA gathered and re-write that information into their progress report?

7. Does the PT or OT have to re-write the information that the PTA or OTA gathered and documented in their note or can they just refer to that information in their progress report and document the other components that the PT or OT must complete for a Medicare progress report?

In this article, I will answer these 7 questions and provide the resource for my answers. Lets begin!

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2 thoughts on “Can Assistants Write Progress Reports”

  1. Heather Margulis says:

    this is great information, thank you!

    Can you provide similar information detailing the specifics of the regulations on PTA/COTA to write progress notes under Medicare Part A?

    1. Rick Gawenda says:

      Thank you for the comment. CMS does not provide this type of guidance for SNF Part A therapy services paid under RUG levels. You would then need to defer to your state practice act.

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