Preparing for Your First Physical Therapy Evaluation Session

Dr.Alex Carter
February 5, 2025
5 min read
physical therapy evaluation

Table of Contents

When preparing for your first physical therapy evaluation, it's natural to have questions about what to expect and how to get the most out of the session. Whether you're a healthcare professional guiding patients or a clinic owner looking to refine services, understanding the evaluation process is essential. 

More than 50 million U.S. people receive physical therapy care each year. The physical therapy evaluation forms the foundation of a patient's rehabilitation journey, helping to assess their current condition, set achievable goals, and create a tailored treatment plan.

In this blog, we explore the purpose of a physical therapy evaluation, the importance of preparation, and the step-by-step process to make it successful. You will learn what details to provide, how the session flows, and what to consider for follow-ups. Explore how proper preparation and clear communication can lead to successful outcomes for both patients and practitioners.

What is a Physical Therapy Evaluation?

“A physical therapy evaluation is a comprehensive assessment conducted by a licensed physical therapist to understand a patient's physical condition, movement patterns, and functional abilities.” This evaluation serves as the foundation for creating a personalized treatment plan specific to the individual’s needs and goals.

During the evaluation,  you have to gather information through several key steps:

1. Patient Interview

The process begins with a detailed interview discussing the patient’s medical history, current symptoms, and lifestyle. This conversation helps identify any previous injuries or surgeries that might affect treatment.  You will need to ask about the nature of the pain, its location, and any activities that exacerbate or relieve it. Understanding the patient's goals—whether it's returning to sports, improving daily activities, or managing pain.

2. Physical Examination

Following the interview, conduct a thorough physical examination. This includes:

  • Range of Motion Testing: Evaluating how well joints move in different directions.
  • Strength Assessment: Measuring muscle strength through various resistance exercises.
  • Functional Tests: Observing how the patient performs daily activities like walking, climbing stairs, or lifting objects.
  • Balance and Coordination Checks: Assessing stability and coordination through specific tasks.

This hands-on assessment allows us to pinpoint areas of weakness or dysfunction that may be contributing to the patient’s issues.

3. Pain Assessment

Pain is a subjective experience and varies from person to person. It is better to assess pain intensity and characteristics using scales (like 1-10) and discuss how it affects daily life. This information is vital for developing an effective treatment strategy.

4. Review of Diagnostic Reports

If available, review any imaging studies (such as X-rays or MRIs) to gain further insight into any underlying conditions. This comprehensive approach ensures that all aspects of the patient's health are considered.

5. Goal Setting and Treatment Planning

After gathering all necessary information, you can summarize the findings and discuss potential diagnoses with the patient. Together, they will establish short-term and long-term goals for therapy. The treatment plan may include therapeutic exercises, manual therapy techniques, modalities like heat or ice application, and recommendations for home exercises.

A physical therapy evaluation is essential for understanding a patient’s unique situation and crafting an effective treatment strategy. It addresses current issues and aims to prevent future problems by enhancing overall physical function and quality of life.

Importance of Preparation for a PT Evaluation

Preparation for a physical therapy evaluation plays an important role in ensuring effective treatment and optimal outcomes for your patients. When healthcare providers take the time to prepare, they set the stage for a thorough understanding of the patient's needs and conditions. A PT evaluation promotes:

  • Understanding patient history
  • Documenting symptoms and functional limitations
  • Setting clear goals
  • Physical readiness for assessment
  • Building a collaborative relationship with the patient

Once you’ve grasped the importance of preparation for a PT evaluation, you’ll be ready to approach your patients with confidence. Let’s review the step-by-step process of conducting a thorough and effective physical therapy evaluation.

Step-by-Step Process for a PT Evaluation

A PT evaluation is not just about identifying impairments—it’s about building a strong foundation for patient-centered care. Here’s a breakdown of the essential components involved in a PT evaluation:

1. Initial Evaluation

The initial evaluation process is designed to gather comprehensive information that informs a personalized treatment plan. By discussing medical history and current symptoms in detail, you can better understand patients' unique situations and set appropriate goals for recovery.

Discuss the patient's medical history.

During the initial evaluation, gather comprehensive information about the patient's medical history. This includes:

  • Surgeries: Inquiring about any past surgeries that may affect the current condition. Understanding previous interventions can provide insights into recovery patterns and potential complications.
  • Allergies: It is essential to document any allergies, particularly to medications or materials that may be used during treatment. This information helps ensure patient safety throughout the therapy process.
  • Chronic Conditions: Asking about any chronic conditions that could influence treatment strategies, such as diabetes or cardiovascular issues. This holistic view of the patient's health is vital for tailoring appropriate interventions.

Provide a detailed description of the patient's current symptoms

Next, you need to focus on understanding the patient's current symptoms in detail. This discussion typically involves:

  • Symptom Onset and Duration: Patients should describe when their symptoms began and how they have evolved over time. This information helps you identify patterns and potential triggers for pain or discomfort.
  • Pain Characteristics: Ask about the nature of the pain—whether it is sharp, dull, constant, or intermittent—and its intensity on a scale from 1 to 10. Understanding these characteristics aids in diagnosing the underlying issue.
  • Previous Treatments: Inquire about any treatments the patient has already tried, including medications, physical therapy, or alternative therapies. 

2. Physical Assessment

This step outlines the key elements of the physical assessment, emphasizing the importance of active participation and communication between the patient and therapist.

Engage in movement tasks and physical manipulations

During the assessment, guide the patient through various movement tasks and physical manipulations. These activities help assess how well the patient can move and perform specific actions. For instance, you can ask the patient to walk, bend, or reach to evaluate their functional abilities. This hands-on approach helps identify any restrictions in movement or areas that may cause discomfort. Engaging in these tasks not only provides valuable insights into the patient’s condition but also helps establish a baseline for future evaluations and treatment plans.

Evaluate balance, strength, and mobility of patients

The physical assessment focuses on three primary areas: balance, strength, and mobility.

  • Balance: Assess how well the patient can maintain stability during different tasks. This may involve standing on one leg or walking along a straight line. Evaluating balance helps understand fall risk and overall functional independence.
  • Strength: Strength testing involves evaluating specific muscle groups to determine their power and endurance. You may use manual resistance or specialized equipment to measure strength levels accurately.
  • Mobility: Mobility assessments look at how well a patient can move through their range of motion. This includes evaluating joint flexibility and functional movements like squatting or reaching overhead.

Provide feedback during the assessment.

Feedback is a critical component of the physical assessment process. As patients engage in various tasks, encourage them to share their experiences regarding pain levels, ease of movement, and any discomfort encountered during activities. This open dialogue lets you adjust the evaluation techniques based on the patient's unique needs. Moreover, providing feedback allows patients to feel more involved in their care, fostering a collaborative environment where treatment goals are established based on mutual understanding.

Suggested read: Physical Therapy Assessment Tools & Functional Outcome Measures: Enhancing Patient Care

3. Treatment Plan Development

Creating an effective treatment plan is a collaborative process that involves you and your patients. This partnership ensures that the plan focuses on the individual needs and goals of the patient.

Collaborate with the patient on tailored treatment goals

Engaging patients in setting their treatment goals is essential for their motivation and success. During the initial evaluation, ask open-ended questions to understand what the patient hopes to achieve through therapy. This may include returning to a favorite sport, improving mobility, or alleviating pain. By involving patients in this process, you create realistic goals meaningful to the patient, which enhances commitment to the treatment plan.

Discuss your recommendations and incorporate patient input

Once potential treatment options are identified, clearly communicate the recommendations to the patient. This discussion should cover various aspects of the proposed treatment, including exercises, modalities, and frequency of sessions. It is better to listen to any concerns or preferences expressed by the patient during this dialogue. Incorporating patient feedback can lead to adjustments in the treatment plan that align with their lifestyle and preferences, fostering a sense of ownership over their recovery journey.

Outline exercises and interventions for home practice

Home practice is a vital component of physical therapy that reinforces what patients learn during their sessions. Provide clear instructions for exercises that patients can perform at home, ensuring they understand the purpose and proper technique for each exercise. This may include written handouts or video demonstrations to enhance understanding. Regular home practice aids in recovery and empowers patients by giving them tools to manage their condition independently.

SpryPT enables therapists to monitor and adjust treatment plans remotely by integrating AI-driven assessments, a vast library of over 4,000 clinically validated exercises, and real-time data analytics. Learn more about our features today!

4. Determining Evaluation Complexity

The complexity level of the PT evaluation directly influences the treatment plan and the reimbursement process. PT evaluations are categorized into three levels: low, moderate, and high complexity. Each level is determined by specific criteria that include the patient's history, examination findings, clinical presentation, and decision-making requirements.

  • Low Complexity: This level applies when the patient presents with a stable condition and no significant personal factors or comorbidities. The evaluation typically involves a brief history and examination of one to two elements, leading to straightforward clinical decisions. 

For instance, a patient recovering from a minor sprain might fall into this category, requiring minimal intervention.

  • Moderate Complexity: This classification is used for patients with one or two personal factors or comorbidities that may influence their treatment. The evaluation includes a more detailed history and examination of three or more elements. Patients in this category often exhibit changing characteristics that require careful monitoring and analysis to determine an effective treatment plan.
  • High Complexity: Patients classified under high complexity often present with multiple comorbidities and unstable conditions. The evaluation involves an extensive history, examination of four or more elements, and clinical decision-making. 

For example, a patient with chronic pain and multiple health issues would require a thorough assessment to develop an individualized treatment strategy.

Suggested read: Applying CPT Codes and Modifiers in Physical Therapy

CPT Codes for PT Evaluation

Current coding guidelines for physical therapy evaluations are essential for proper billing and reimbursement. The Current Procedural Terminology (CPT) codes used for physical therapy evaluations are categorized based on the complexity of the evaluation performed:

  • CPT Code 97161: This code is used for low-complexity evaluations that involve straightforward assessments with minimal decision-making requirements.
  • CPT Code 97162: This code corresponds to moderate-complexity evaluations that require more detailed assessments and consideration of additional factors affecting treatment.
  • CPT Code 97163: This code applies to high-complexity evaluations that involve comprehensive assessments and significant clinical decision-making.

The selection of the appropriate CPT code depends on several factors, including the patient's medical history, current condition, and the extent of examination during the evaluation. Each component must meet or exceed the complexity requirements to justify the selected code.

To learn more about CPT codes for physical therapy evaluation, check out this reference table.

5. Scheduling Future Sessions

Clinics can improve patient outcomes and satisfaction by scheduling physical therapy sessions. 

Set up a follow-up schedule that fits your commitments

Establishing a follow-up schedule is essential for maintaining continuity in care. It is important to create a plan that aligns with your patient's availability. Utilizing patient scheduling software can help streamline this process, allowing for easy adjustments as needed. For example, tools like SpryPT offer features that enable clinics to manage appointments effectively, reducing no-shows and optimizing time slots for both patients and therapists like you.

When scheduling, consider the frequency of visits that you recommended based on the patient's condition. This might involve weekly sessions initially, transitioning to biweekly or monthly as progress is made. Clear communication about availability will ensure that appointments are set at convenient times, enhancing adherence to the therapy plan.

Plan for home exercises between therapy sessions.

Incorporating home exercises into the therapy regimen reinforces progress made during sessions. Patients should discuss their home exercise plan with you during their initial evaluation, ensuring that they understand the purpose and technique of each exercise.

Providing patients with written instructions or access to platforms like SpryRTM can enhance compliance. Regularly scheduled check-ins via phone or messaging can also help keep patients accountable and motivated. 

Emphasize the importance of ongoing evaluation and adjustments

Ongoing evaluation is key to effective physical therapy. After each session, assess the patient's response to treatment and make necessary adjustments to the plan based on progress or any emerging issues. This iterative process helps patients adjust to the treatment and empowers them by involving them in their recovery journey.

Encouraging patients to provide feedback on their experiences during sessions can promote this ongoing evaluation. This feedback loop allows you to refine your approach and enhance patient satisfaction. Regularly scheduling evaluations can also help identify when a patient may need additional support or resources, ensuring they receive comprehensive care throughout the rehabilitation process.PT clinics can simplify and enhance this process with customizable EMR software tools and services like SpryPT.

How Does SpryPT Help in Physical Therapy Evaluation? 

SpryPT offers a comprehensive platform designed to streamline physical therapy evaluations, improving both efficiency and patient care. Here's how SpryPT can assist:

1. Efficient Documentation

SpryPT's system enables therapists to complete initial evaluation notes in under five minutes by simply clicking and entering data. This feature reduces the time spent on paperwork, allowing you to focus more on patient care. 

2. Integrated Billing

The platform includes integrated billing tools that facilitate instant, accurate claims submission and automatic patient billing. By identifying errors based on payer, state regulations, and billing rules before submission, SpryPT helps reduce claim rejections and accelerates reimbursement processes. 

3. Real-Time Monitoring

SpryPT's Remote Therapeutic Monitoring (RTM) feature aids in assessing patients' form, movement, and exercises in real-time using AI-driven technology. This capability ensures that you can provide timely feedback and adjust treatment plans as needed, enhancing patient outcomes. 

4. Comprehensive Exercise Library

With access to over 4,000 clinically validated exercises, SpryPT offers a vast library of customizable presets. This resource enables therapists to tailor exercise programs to individual patient needs, promoting more effective rehabilitation. 

5. AI-Driven Assessments

SpryPT utilizes AI-driven assessments to identify musculoskeletal issues early, potentially preventing the need for more intensive treatments later on. This proactive approach contributes to better patient outcomes and more efficient care delivery.

Check out our pricing page for more details!

With proper tools and preparation, physical therapy evaluations become an essential step toward effective recovery.

Conclusion

A well-prepared physical therapy evaluation sets the stage for a successful rehabilitation journey. By understanding the evaluation process, both patients and practitioners can work together to establish clear goals, address specific concerns, and create a personalized treatment plan.

For physical therapists, tools like SpryPT can enhance efficiency, enabling smooth documentation, real-time monitoring, and tailored treatment recommendations. By fostering clear communication and collaboration, evaluations become more than just a clinical step; they become a foundation for empowering patients on their path to recovery.

Embrace physical therapy evaluation with confidence, and watch as it transforms recovery outcomes for all involved!

Uplift your patient care with advanced tools that make physical therapy evaluations smooth, accurate, and efficient! Try SpryPT and experience how our platform simplifies your workflow and helps you focus on what truly matters—your patients. 

Schedule a free demo today!

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