The following are steps as currently taken by clinicians as of July 2026:

STEP 1:

• Login (credentials provided by your administrator)
• Locate the search box on the top left of the dashboard
  • As soon as you type the first three letters of the patient’s last name, matching patient names will automatically appear in the list.
  • Select the name once you locate it.

STEP 2:

• You’ll be taken to that patient’s profile page.
• On the left-hand side of the screen, you’ll find important patient information, including allergies, where the patient was referred or transferred from, the referral source, referral date, code status, diagnoses, and OASIS assessment details.
• Locate the section that says, “OASIS / Plan Of Care / Change Diagnosis PDGM Tool”
• Locate “Start of Care – Further Visits Planned.” If you do not see this option, it usually means the OASIS has not yet been opened for you. In most cases, your case manager may not know that you’ve completed the Start of Care evaluation in the patient’s home. Contact your case manager and let them know the evaluation has been completed so they can open the OASIS assessment for you.
• Once you’ve clicked the “Start of Care – Further Visits Planned,” you will be taken to a page where you will find the following on the left-hand side:

STEP 3:

• Work through each section one at a time, completing every field from top to bottom. Once you reach the bottom of a page, you will see the following options:

STEP 4:

• This will allow you to progress to each section until you can go no further.

STEP 5:

• Once you have completed every section of the OASIS, click “Validate.” This indicates that your assessment is complete and ready for Quality Assurance (QA) or the Quality Control department to review. If there are any missing or incomplete items, the validation process will alert you so you can correct them before submitting the OASIS for review.