Screening Interview Step 4

Completing the Record Keeping Checklist

White arrow on orange circle Before completing the Record Keeping Checklist review the College’s Record Keeping Standard and resources.  

White arrow on orange circle Read the instructional document for guidance on how to select a patient record. 

White arrow on orange circle Choose one patient record to use to complete the Record Keeping Checklist. 

White arrow on orange circle Complete the fillable Record Keeping Checklist form electronically. Refer to the instructional document if you have questions. 

White arrow on orange circle Upload your completed, signed and dated Record Keeping Checklist to the PT Portal at least one week before your screening interview.

White arrow on orange circle Your assessor will access your completed Record Keeping Checklist from the PT Portal. They will review it and answer three questions.


  1. Did you submit a completed Checklist for one patient record?
  2. Did you score any areas of the Checklist as No?
  3. Did you describe steps you took or plan to take to address any items scored No?

The answers to these questions will be a part of your final screening interview report. 

Questions? Find Frequently Asked Questions at the bottom of this page.

How to Upload Your Checklist:

1. Log into the PT Portal 
2. Click on the Practice Assessments tab 
3. Click on the Screening Interview link 
4. Upload your Screening Interview Record Keeping Checklist in the document upload section  

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READ the
Record Keeping Checklist Instructional Document.

Read the Instructional Document

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the required Record Keeping Checklist.

Download the Checklist

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USE the Record Keeping Checklist
and UPLOAD to the PT Portal.

PT Portal


Screening Interview: Step 4 FAQs

  • How do I download and complete the Record Keeping Checklist?

  • Should I include the patient’s name when filling in the Record Keeping Checklist?

  • How do I submit my completed Record Keeping Checklist?

  • Is it acceptable to use a patient record that includes other health professionals' notes?

  • How do I score my Record Keeping Checklist?

  • I work casually, and I don’t complete patient records from assessment to discharge. How do I select a patient record to review?

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Questions? Contact College staff
1-800-583-5885 ext. 212


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Learn about your Continuing Professional Development obligations.