Physical Therapy Plan of Care Template

A physical therapy plan of care (POC) is more than just a document—it's a clinical roadmap that aligns treatment goals, therapy interventions, and compliance standards. For rehabilitation therapists and practice owners, especially those treating Medicare patients, crafting a compliant care plan ensures better patient outcomes and proper reimbursement.

Whether you're a seasoned clinician or opening a new practice, this guide walks you through building a Medicare-compliant care plan template, including key elements like diagnosis, certification, treatment goals, and frequency.

What Is a Physical Therapy Plan of Care?

A physical therapy plan of care is a structured document that outlines a patient's treatment strategy. It defines measurable goals, therapy frequency, and the clinical approach needed for recovery—all while meeting regulatory expectations.

Purpose of the Plan of Care

• Provide a framework for treatment decisions

• Establish goals for progress tracking

• Align communication between referring providers and therapists

• Comply with Medicare and other payer documentation standards

• Serve as the foundation for future notes and billing

Who Creates and Certifies the Plan of Care?

Plan Creators

The plan of care is created by licensed rehabilitation professionals, including:

• Physical Therapists (PTs)

• Occupational Therapists (OTs)

• Speech-Language Pathologists (SLPs)

Plan Certifiers

While therapists create the plan, Medicare requires a physician or non-physician practitioner (NPP) to certify it. Certification means the provider:

• Signs and dates the POC within 30 days of the initial evaluation

• Confirms agreement with the treatment plan

• Returns the signed document or issues a valid referral

💡 Quick Tip: New Certification Flexibility Starting Jan 1, 2025 Medicare will now allow a signed and dated referral or order to count as certification if specific conditions are met. This does not eliminate the requirement to send the full plan of care to the referring provider, but it does ease the burden of collecting a signed copy in return. To qualify under this rule: -The referral must be documented in the patient’s medical record -The plan of care must be sent to the referring provider (e.g., email, eFax) -The plan must reflect the provider's intended treatment approach ✅ What this means for you: If the referring provider already issued a detailed referral and the POC aligns with it, you don’t need to chase them down for another signature. You must, however, keep proof that the plan was sent.

How to Write an Effective Care Plan

Core Elements Required by Medicare

According to Medicare, every valid physical therapy plan of care must include six critical components:

Element	Description
Diagnosis	Clearly stated medical condition justifying skilled therapy
Treatment Type	Specific therapeutic interventions to be performed
Goals	Long-term functional outcomes for the patient
Amount	Number of treatment sessions per day (default is once daily if unspecified)
Frequency	Sessions per week (default is once per week if unspecified)
Duration	Total plan length in weeks or visits

Use the SMART Goal Framework

Each long-term goal should follow the SMART criteria:

• Specific: Focused and clearly defined

• Measurable: Includes quantifiable metrics (e.g., walk 300 feet independently)

• Achievable: Realistic based on the patient’s current level

• Relevant: Tied to functional independence or quality of life

• Time-Bound: Has a defined completion date (e.g., within 4 weeks)

✅ Example: “Patient will ascend and descend 12 stairs with a railing, without verbal cues, in 3 weeks.”

Certification & Recertification Requirements

Initial Certification Timeline

Medicare requires that the care plan be certified within 30 calendar days of the evaluation. Certification may appear as:

• A signed and dated POC

• A provider’s order or progress note confirming agreement

• Electronic signatures (accepted) — but not signature stamps

  
  

Recertification Rules

A physical therapy plan of care must be recertified:

• Every 90 days from the start of treatment

• Any time there are major changes in diagnosis, condition, or goals

🔁 Keep in mind: Any qualified physician or NPP can perform recertification—it doesn’t have to be the original certifier.

Avoid Common Documentation Errors

Proper documentation ensures uninterrupted treatment and avoids claim denials. Watch for these issues:

Top 3 Mistakes to Avoid

1. Missing Signatures or Dates

   • All care plans and progress notes must have legible therapist signatures, credentials, and creation dates.

2. Incomplete Planned Treatments

   • Be sure to include all treatments that will be used throughout the plan duration.

3. Lapsed Certification Timeline

   • Missing the 30-day certification or 90-day recertification window can lead to denied claims.

Download: Physical Therapy Plan of Care Template (Free)

👉 [Click here to download a sample PT Plan of Care Template]

Use this downloadable template as a starting point for documenting new patient evaluations, certification workflows, and progress tracking.

A Strong Plan Is More Than a Form

Creating a well-documented, Medicare-compliant physical therapy plan of care is key to successful rehabilitation and sustainable practice management.

By using SMART goals, adhering to the 30-day certification and 90-day recertification timelines, and keeping all required elements in place, you protect both your patients' outcomes and your clinic’s reimbursement.

Next Steps

Need help automating your POC documentation and certification reminders?

👉 See how PatientStudio simplifies the entire plan of care process →

Frequently Asked Questions (FAQ)

How long is a physical therapy plan of care valid under Medicare?

Medicare requires recertification every 90 calendar days, or when major changes in the patient’s condition occur.

Who can certify a PT plan of care?

Any physician or non-physician practitioner (NPP) such as a nurse practitioner or physician assistant.

What if my referring provider doesn’t return the signed plan?

As of 2025, a signed and dated referral or order may count as certification if documented correctly and shared with the referring provider. The therapist must be able to prove the POC was sent.