Knowledge Base
Table of Contents
OASIS
How to Add Patients | Intake
- Enter Required Fields
- Birthday
- Address
- Insurance
- Check Eligibility
- Prior Authorization (Skip if N/A)
- Diagnosis (Skip if N/A)
- Patient Condition (Skip if N/A)
Admin tab
- Agency
- Care Staff
- Caregiver Skills/Qualifications
- Certificates/Licenses
- Market Source
- Event Types
- Insurances
- Supply Items
- Intermediaries
- Note Templates
- Health Care Facilities
- Care Plan
- Physicians
- Clinical Lookup
- Service Type
- QA Checklist
- Types of Care
- Roles
- Hashtags
- Users
- Users Logs
Key boxes and features
- Patients
- New Patient
- New Care Staff
- Export
- Document Tracking
- File Upload
- Events
- Weather
Homepage features
- Search Bar
- Switch Agency
- Bell Icon
- Envelope Icon
- Printer Icon
- Message Icon
- Care Coordination Icon
- Video Icon
- Profile Icon
Main tabs overview
- Dashboard
- Admin
- Payroll
- Reports
- Billing
- Calendar
- Applicants
Additional tabs
- Today's Visit
- Currently Hospitalized
- Daily Eligibility
- Patient Alerts/Notifications
- Birthdays
- Daily PECOS
- OASIS 30 Days
Plan of Care
Calendar
- Accessing the Patient Schedule
- Scheduling a Visit
- Visit Time Management
- Plotting Visits on Multiple Dates
- Managing Scheduled Visits
- Editing Visits
- Calendar Overview and Filtering
- Finalizing Visit Details
Export
- Generate Export
- Download / Submit
- Manage Archived Batches
- HHCAHPS
- Managing Scheduled Visits
- Editing Visits
- Calendar Overview and Filtering
- Finalizing Visit Details
Payroll
- Generate Payroll
- Print Payroll
- Search Payroll
Billing
- Generate Payroll
- Print Payroll
- Search Payroll
OASIS
Clinical and Intake
Refer to OASIS Demo
Open OASIS:
- Navigate to the OASIS section within the patient’s documentation.
- Verify and Validate Information:
- Check each field to ensure the information is correct.
- Validate the OASIS form. The system will flag any errors or omissions. Correct these as needed.
- Lock OASIS:
- Once all information is verified and no errors are present, lock the OASIS form.
Note that OASIS must be locked before it can be exported.
