Is March Possible Without the Madness? 5 Reasons to Update Company Manuals, Policies, and Procedures Before the End of Q1
After many years away, I’m proud to say I attended the APTA’s Combined Sections Meeting in Houston last month. Beyond the lesson to grab coffee before entering, my biggest takeaway was this: engagement at every level is key.
Why update company policies and procedures?
For the next two minutes, I'll outline five compelling reasons why updating company reference materials annually at the start of the year—while not the most exciting task—is crucial to avoiding operational “March Madness.”

1. Ensure Compliance with Regulatory Requirements
Governing bodies like the Centers for Medicare & Medicaid Services (CMS), the Occupational Safety and Health Administration (OSHA), and state health departments regularly update guidelines for healthcare facilities. Failure to comply can lead to hefty penalties, fines, and, in the worst cases, clinic closure. Regularly updating policies and procedures is an investment in keeping your clinic safe and compliant.
2. Enhance Patient Care and Safety
Updated manuals and procedures guide clinical and support staff on best practices for patient care, promoting safety and consistency across the clinic. The time and effort spent on the front end are well worth preventing incidents, falls, and other avoidable concerns. Up-to-date treatment protocols and guidelines empower therapists to deliver the highest standard of care without the risk of subjective interpretation. Clear communication of procedures minimizes risks, prevents errors, and enhances overall patient satisfaction.
3. Streamline Operations
Smooth clinical operations depend on well-defined, up-to-date procedures that staff—both new and experienced—can follow. Updated policies that reflect current lines of service and the new calendar year help staff understand their responsibilities, reduce confusion, and boost productivity. Standardized workflows ensure that everyone contributes to an efficient and effective practice environment.
Additionally, clinic manuals and policies are vital training tools for new hires and ongoing staff education. Regular updates keep staff informed about insurance changes, trending payer audits, and new technologies, fostering professional growth and keeping the clinic competitive.
4. Mitigate Risks and Provide Legal Protection
Keeping your clinic’s policies and procedures updated not only ensures compliance but also acts as a safeguard against potential legal issues. Clear and current policies help protect clinics from lawsuits and liabilities. If an incident or claim arises, documented evidence of adherence to updated protocols demonstrates due diligence and sound management practices—especially important in matters involving patient safety or regulatory compliance.
5. Adapt to Industry and Regulatory Changes
The physical therapy industry is dynamic, with continuous changes to billing practices, coding, insurance requirements, and emerging patient care models. Regularly reviewing and updating your clinic’s manuals, policies, and procedures allows your practice to adapt quickly to external changes, maintain financial stability, and consistently deliver high-quality care.
Conclusion: Don’t Procrastinate!
Large projects like updating company manuals, policies, and procedures may not be fun, but they are essential. Schedule dedicated time or engage experts to assist you. Avoid reinventing the wheel or diverting valuable resources away from growth and development. Stay focused on what you do best while ensuring your hard work is protected by a robust compliance program.
Want a fresh perspective on physical therapy compliance? Contact us today to learn how Risk & Compliance Analytics can support you—without the traditional high costs!
Daniel Hirsch PT, DPT, CHA, OHCC, COCA is a licensed physical therapist with over 15 years of risk management and compliance experience. He is CEO of Risk & Compliance Analytics LLC, a comprehensive compliance solution for outpatient therapy practices. He has experience in both Property & Casualty and Life & Health Insurance, has served as the Chief Compliance Officer for large multi-state Physical Therapy practices, is an educator on Therapy Ethics and the Profession, and has numerous compliance and ethics certifications.
You can find Daniel on Linkedin: https://www.linkedin.com/in/daniel-hirsch-dpt/
Follow his company page on LinkedIn: https://www.linkedin.com/company/risk-compliance-analytics-llc/
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