The Board’s purpose in requiring documented conferences is to ensure that PT/PTA communication about the patient is part of the record for that patient. The Board has not set out in rule how each conference should be documented, leaving the format up to the PT and PTA. However, you should note the date of the conference, whether it was in person or by phone, and the results of the conference, such as any changes to the treatment plan. See the Board rules, §322.3(4) 11/06