PLAN OF CARE - Finalehealth.ai

Knowledge Base

Table of Contents

Plan of Care

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

Additional tabs

Today's Visit
Currently Hospitalized
Daily Eligibility
Patient Alerts/Notifications
Birthdays
Daily PECOS
OASIS 30 Days

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

Billing

PLAN OF CARE

Refer to Plan of Care Demo

Open POC

Navigate to the POC section within the patient’s documentation.

Click SAVE once done

Check each field to ensure the information is correct.