State Operations Manual (Pub. 100-07), Ch. 2 § 2202.2
History of OASIS
2202.2 - History of OASIS
(Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14)
The OASIS is a group of data items developed, tested, and refined over the past decade for
the purpose of enabling the systematic measurement of HHA patient care outcomes.
Initially, the OASIS was a 79-item data set first published in 1994 by the Center for
Health Services and Policy Research at the University of Colorado. Over the years, it has
been modified as a result of input from a variety of home care experts, including
representatives of all home health care disciplines. Future modifications to the OASIS are
expected as we learn more about outcome measurement as well as determine what
information would best serve the continued maintenance of a case-mix adjusted home
health PPS.
Relative to OASIS, the definition of outcomes is very specific: outcomes measure changes
in a patient’s health status between two or more time points. The data are collected at
specific time points following a patient’s admission to an HHA to determine whether
appropriate progress toward desired outcomes is being achieved. These data items must
be incorporated into the agency’s overall patient assessment process as OASIS was not
developed to be a complete comprehensive assessment instrument. HHAs will find it
necessary to integrate the OASIS items into their own process in order to comprehensively
assess the health status and care needs of their own patient population. Effective, January
1, 2010, the OASIS data set was significantly modified to include process measures. Some
points to remember about the uses of OASIS data items into an HHA’s assessment process
can be found in Appendix C of the OASIS-C Guidance Manual.
2202.2A - Current Version of OASIS
(Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14)
The current version of OASIS and the Guidance manual is found on the CMS Web site at:
http://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-
Instruments/HomeHealthQualityInits/HHQIOASISUserManual.html.
2202.2B - OASIS as Part of the HHA’s Comprehensive Assessment
(Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14)
OASIS data items are not meant to be the only items included in an agency’s assessment
process for Medicare and Medicaid patients. They are standardized assessment items that
must be incorporated into an agency’s own existing assessment policies process. An
example of a comprehensive assessment showing an integration of the OASIS data items
with other agency assessment items can be found in Appendix C: Sample Clinical Records
Incorporating OASIS Data Set, in the OASIS User’s Manual. For a therapy-only case, the
comprehensive assessment should include OASIS data items as well as other assessment
data items the agency currently collects for therapy-only cases.
2202.2C - Incorporation of OASIS Data Items Into the Comprehensive Assessment (Refer
to §484.55(e))
(Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14)
In accordance with the regulations, agencies MUST incorporate the language of OASIS
data items exactly as they are written into their own assessment process. Agencies are
expected to replace similar items/questions on their current assessment as opposed to
simply adding the OASIS items at the end of their existing assessment tool. For agencies
electronically collecting assessment data using software that does not accommodate
bolding or underlining for emphasis of words in the same manner as the current OASIS
data set, capitalizing these words is acceptable. It is also recommended that HHAs
include the data set numbers (M numbers) when incorporating the OASIS. In this way,
the clinician will know that the M labeled items are items that MUST be assessed,
completed, and reported. This will minimize delays in encoding due to incomplete OASIS
data items. Agencies may wish to incorporate the assessment categories (e.g., Activities
of Daily Living (ADLs)/Instrumental Activities of Daily Living (IADLs), Medications,
etc.) into their own assessment process in a different order than presented on the OASIS
form. While HHAs are encouraged to integrate the OASIS data items into their own
assessment instrument in the sequence presented on the OASIS form for efficiency in data
entry, they are not precluded from doing so in a sequence other than that presented on the
OASIS form. However, this is not recommended because of the skip patterns built into
the OASIS form.