Adding Non-Visit OASIS Assessments

In some cases, a Transfer or Discharge OASIS Assessment is completed without an in-home visit—this is referred to as a non-visit or office Transfer/Discharge. These assessments can be created and completed directly from the patient's chart.

Steps to Add a Non-Visit Transfer or DC OASIS:

1. Go to the patient's chart.
   
   
2. Under Chart Navigation, click the green plus (+) sign next to the Assessments (OASIS) category.
   
   
3. Enter the Date Completed.
   
   
4. From the list, click the OASIS type (e.g., Transfer or Discharge) to select the appropriate assessment.
   
   
5. The OASIS Assessment will open in a new tab.
   
   
6. For Transfer OASIS, select or fill in the Transfer To (Facility) field. For Discharge OASIS, select or fill in Discharge Status and Reason fields.
   
   
7. Click Save.
   
   

To Assign the Assessment to a Clinician:

1. Once the assessment is saved, go back to Chart Navigation.
   
   
2. Right-click on the Transfer or DC OASIS Assessment.
   
   
3. Select Assign to Clinician.
   
   
4. Choose the name of the clinician who completed the assessment.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.