Course Dates

  • April 7
  • June 16
  • August 18
  • November 3

Course Outline

  • 1-A: Basics of legal documentation and compliance
  • 1-B: Supervision & documentation
    • On-site supervision
    • General supervision
    • Rules for documentation
    • Determination of acuity
    • Communication
  • 1-C: Introduction to chart review tool
  • 2-A: Application of chart review tool
    • Individual components of adequate records
  • 2-B: Self-assessment of redacted records
  • 2-C: Discussion of records review
    • Observations, insights, and conclusions
  • 3: Resources; Q&A

Physical Therapy Documentation:
Meeting Arizona Standards

This comprehensive seminar is designed to promote understanding and compliance with Arizona documentation and practice management standards as defined in the Arizona physical therapy statutes and rules.

Participants will learn to distinguish the components of adequate patient records and analyze clinical situations for compliance with Arizona standards. By the end of the course, participants will learn to apply an audit tool to assess clinical documentation and interpret the adequacy of their own patient records.

Upcoming Course: Saturday, November 3, 2018
No later than Friday, October 19, 2018
Two complete, redacted patient records
(patient identifying information removed; do not remove provider information)
must be sent to us using one of the options:
  1. scan and email to
  2. scan and upload here
  3. mail to:
Protec PT
5342 N. 37th Place
Paradise Valley, Arizona 85253
If records are not received, the registrant will not receive a certificate of completion.


Peggy Hiller, PT

Ms. Hiller was the Investigator and Compliance Specialist for the Arizona State Board of Physical Therapy from 1999-2009. She has developed educational programs for students and practitioners and has spoken locally and nationally about ethical and legal practice, patient rights and welfare, regulatory standards and professional practice in physical therapy.

Karen Donahue, PT, DPT

Ms. Donahue is the current Investigator and Compliance Specialist for the Arizona State Board of Physical Therapy. She has presented locally and nationally on topics in clinical physical therapy and legal compliance in Arizona. Ms. Donahue is a practice owner, clinician and educator in movement science.