Create an OASIS Form

Creating an OASIS form is a key step in documenting and evaluating a Client’s eligibility and needs for Skilled Services.

Before beginning this process, make sure to follow the instructions to Set Up Skilled Services.

To create an OASIS form:

  1. Go to Clients > Current Clients and click on the Client.

  2. Click on the Care tab, and then click the Add Care Document button.

    Add Care Document

  3. The Add Care Document window opens. Select OASIS from the Care Document Type dropdown.

  4. Select the correct period under Certification Period.

  5. Select the OASIS form, then click the Select button.

    Add OASIS Form

  6. Begin completing all required fields in Section A. The form will expand to other sections as you answer questions. The form saves automatically while you work.

  7. When finished, click Submit.

  8. You can also click Save As Draft to come back to the form at a later date.

To clone an OASIS form:

  1. Go to Clients > Current Clients and click on the Client.

  2. Click on the Care tab and locate the Certification Period with the most current OASIS form.

  3. Under the Actions column, click Clone.

  4. Make your edits to the OASIS form, then click the Save button.

Other Resources

Download an OASIS Form