Select Patient Records and Review Written Policies

Before your assessment, you need to gather and prepare certain documents for the assessor to review. These documents include 5 patient records, written policies, and the policy checklists you have used to review your written policies.

Please note, these documents must be received by the College 10 days BEFORE your assessment to allow your assessor adequate time to review them. The College uses a highly secure file sharing platform called TitanFile. Using your primary email address, you will receive the Quality Assurance program’s own personal TitanFile Secure Submit link which can then be used to share assessment documents.

1. Select five patient records  

Your assessor will review up to five patient records as part of the assessment. Select them in advance, based on the guide for selecting patient records. Please ensure you have arranged access with your work to share the records with the College in advance of your assessment. Keep in mind some facilities may need time to arrange access to patient records. 

Your assessor will review the records you have chosen against a checklist. We have provided you with a link to the checklist below for your reference. You are not required to complete this checklist before your assessment. This checklist is the same list of items you used when you conducted the self-audit of one patient record for your screening interview. 

2. Gather and review written policies  

Several College Standards require PTs to have written plans or policies in place.  
 
Depending on your practice situation, your written policies could include:  

• One or more policies describing how to manage adverse events associated with a rostered activity 
• A communication plan when working with physiotherapist assistants 
• An infection prevention and control protocol 
• A written process for review of equipment maintenance and safety 
• A written process for review of fees, billings and accounts 

You should review your written policies using these checklists and send in completed copies of these checklists along with your written policies through the TitanFile link you will receive by email.

• Adverse Events and Rostered Activities Checklist
• Infection Prevention and Control Checklist 
• Checklist Fees Billing and Accounts
• Communication Plan with Physiotherapist Assistants Checklist 
• Equipment Maintenance Checklist