Physical Therapy Progress Notes Release Form

Streamline Physical Therapy Records Release with Paperform

Managing patient records requests is a critical part of any physical therapy practice. Whether you're coordinating care with orthopedic surgeons, facilitating continuity of treatment, or responding to patient-directed release requests, having a professional and HIPAA-compliant process is essential.

This Physical Therapy Progress Notes Release Form template makes it easy for physical therapists, rehabilitation clinics, and sports medicine practices to collect proper authorization for releasing treatment records. Built specifically for physical therapy workflows, the form captures all the essential information you need: patient demographics, specific treatment date ranges, types of records requested (progress notes, functional assessments, treatment plans), and complete recipient information including orthopedic surgeon details.

Designed for Healthcare Professionals

The template includes fields for patient identification, contact information, dates of service, specific records being requested, and proper authorization signatures. It's structured to ensure compliance with medical records release regulations while making the process straightforward for both staff and patients.

Physical therapy clinics often need to coordinate with orthopedic surgeons, primary care physicians, workers' compensation carriers, and insurance companies. This form handles all those scenarios with conditional logic that adapts based on the recipient type, capturing relevant details like NPI numbers for healthcare providers or claim numbers for insurance purposes.

Automate Your Records Management Workflow

Once a patient submits this form, you can use Stepper (stepper.io) to automatically route the request to your records department, log it in your practice management system, send confirmation emails to the patient, and even create follow-up tasks to ensure timely fulfillment. Connect the form to your preferred tools like Google Drive, Dropbox, or your EHR system to keep everything organized and compliant.

For practices that need patients to provide additional authorization or sign consent documents, you can seamlessly integrate Papersign (papersign.com) to send formal release authorization documents for eSignature immediately after form submission, creating a complete digital paper trail.

Built for Healthcare Workflows

Paperform's SOC 2 Type II compliance and enterprise-grade security make it a trusted choice for physical therapy practices, rehabilitation centers, and healthcare providers who need professional forms without the complexity. The form adapts to your branding, embeds on your patient portal, and integrates with the tools you already use—helping you deliver better patient service while maintaining compliance and efficiency.

Get started with this template and transform how your practice handles medical records requests.