OASIS Instructions

2202.6 - OASIS Instructions (Rev. 1, 05-21-04) 2202.6A - OASIS Guidance Manual (Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14) The OASIS Manual was intended for use by HHAs in implementing the regulations for comprehensive patient assessments, including data collection and reporting using the OASIS. The original OASIS User’s Manual, “Implementing OASIS at an HHA to Improve Patient Outcomes,” has been archived and can be found at the following web address: http://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment- Instruments/HomeHealthQualityInits/HHQIArchives.html The current OASIS manual is the OASIS Guidance Manual and can be found at: http://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment- Instruments/HomeHealthQualityInits/HHQIOASISUserManual.html. The OASIS Guidance Manual provides guidance for HHAs on how to ensure the collection of high-quality (accurate) OASIS-C data. It includes both general data collection conventions and item-specific guidance, as well as links to quality-related resources for agencies. It is a streamlined and updated version of the original OASIS Implementation Manual. It covers the overall OASIS implementation process from a clinical and management perspective and includes detailed information needed to train HHA clinical staff to use OASIS as part of the comprehensive assessment and materials to assist operationally in the implementation of OASIS data collection and data reporting. While the manual has been revised several times over the past decade to reflect changes to the OASIS, the basic structure of the manual has not changed. It provides: • Specific item-by-item information on completion of each OASIS item; • General information relevant to OASIS data collection versions of OASIS-C for each OASIS data collection time point; • Sample pages of clinical record forms for OASIS data time points illustrating how the relevant OASIS items can be integrated; • Relevant resources for HHAs, with hyperlinks when available; • Information on OBQI; • Home health care regulations related to OASIS data collection; and • Recommendations for ensuring accuracy of OASIS data. Additional Manuals associated with OASIS: • The Outcome-Based Quality Monitoring (OBQM) Manual can be used in the agency’s quality improvement program. The two reports discussed in this manual have been renamed. The Agency Patient-Related Characteristics Report (formerly the Case Mix Report) presents characteristics of the agency’s patients at the start or resumption of care. Potentially Avoidable Event Reports, (formerly the Adverse Event Outcome Report) displays incidence rates for infrequently occurring untoward events (outcomes). • The Outcome-based Quality Improvement (OBQI) Manual is written for agencies wishing to implement activities to improve or maintain OASIS outcomes. • The Process Based Quality Improvement (PBQI) Manual is written to assist agencies with the use of the process measure reports which can be used in their annual program evaluation or internal quality improvement activities. This could include the development of and use of best practices within the agency. • OASIS National Automation Project: HHA System User’s Guide covers the data submission process for HHAs, including how they are to access the OASIS State System, procedures for electronically submitting data (including corrections of previously submitted data), and interpretation of feedback reports from the OASIS State System. Materials are updated as needed. Updates are posted on both the CMS and the QIES Technical Support Office (QTSO) websites. • OASIS HAVEN System Reference Manual covers the use of HAVEN software, which was developed to provide HHAs with software for data entry, editing, and validation of OASIS data. It includes information on setting up the software, defining agency and employee information, entering patient and assessment data, and data management functions. This manual, in electronic form, is also included with the HAVEN software. These are updated as needed and updates are posted on both the CMS and QTSO websites. As updates are made to the OASIS Manuals, States are notified through the CMS contractor of any updates. In addition, all updates to the manuals are posted on the CMS and QTSO Web site. 2202.6B - Other Manuals (Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14) For SAs only, there is a detailed User’s Manual for SA System Administrators who, pursuant to the regulations, are required to administer and maintain the OASIS system at the State level. This manual includes an overview of the components of the OASIS State System and provides the instructions necessary to administer and maintain them. • OASIS Validation Report Messages and Descriptions (December 2009). This updated manual provides the HHAs with guidance which describes the types of reports and messages they can expect to see in response to their electronic submission of OASIS data. This manual is based on version 2.00 data specifications, available in HAVEN 10.0. This manual assists HHAs in interpreting their feedback reports. • OASIS-B1 HAVEN System Reference Manual (December 2007). This manual addresses the use of the current recommended version of the Home Assessment Validation and Entry (HAVEN) System software which is available online. This manual includes information on setting up the software, defining agency and employee information, entering patient and assessment data, and data management functions. 2202.6C - Other Teaching Tools (Rev. 125, Issued: 10-31-14, Effective: 10-31-14, Implementation: 10-31-14) In addition to the OASIS Guidance Manual for HHAs, there are other sources of information available to help States implement OASIS. They are: OASIS-C Educational Resources - http://www.cms.gov/Medicare/Quality- Initiatives-Patient-Assessment- Instruments/HomeHealthQualityInits/EducationalResources.html CMS Sponsored Calls - http://www.cms.gov/Medicare/Quality-Initiatives- Patient-Assessment- Instruments/HomeHealthQualityInits/EducationalResources.html OASIS Training - http://www.cms.gov/Medicare/Quality-Initiatives-Patient- Assessment-Instruments/OASIS/Training.html and http://surveyortraining.cms.hhs.gov/index.aspx • QIES QTSO Web site - In addition to the above sources of information available to help States implement OASIS, IFMC’s QTSO Web site contains current and relative OASIS information, training manuals, HAVEN software, software patches, slides from past OASIS conferences and video files that can be viewed on line at http://www.qtso.com/ • OASIS Web site - (http://www.cms.gov/Medicare/Quality-Initiatives-Patient- Assessment-Instruments/OASIS/index.html) - The CMS OASIS Web site stores and disseminates policy and technical information related to OASIS for use by the home health community. The information posted on the OASIS Web site is intended to assist HHAs, SAs, software vendors, professional associations, and other Federal agencies in implementing and maintaining OASIS as efficiently as possible. CMS continually updates and modifies the OASIS Web site in an effort to provide HHAs and other principals with information necessary to understand and implement OASIS. • OASIS Help Lines - In addition to the OASIS Web site, QTSO Web site, OASIS User’s Manual, OASIS Training Manual and CBT modules available through each SA, HHAs can access help through telephone and e-mail hot lines: • The telephone hotline for assistance with HAVEN and OASIS data submission is: 1-877-201-4721. This is a toll-free number available from 7a.m. - 7 p.m. Central Time. After hours, a voice-mail box is available to record inquiries. • The e-mail address for assistance with HAVEN and OASIS data submission is. help@qtso.com • SA and RO OASIS staff have different telephone, FAX, and e-mail hot lines in place for assistance with their clinical questions concerning HAVEN and OASIS data submission. These hot lines are designed for use by SA and RO staff only. SA personnel should contact their State OASIS Coordinator, RO OASIS Coordinator, or central office OASIS staff for this information. HAVEN System Reference Manual - This manual includes information on setting up the software and data management functions. http://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment- Instruments/OASIS/HAVEN.html or https://www.qtso.com/havendownload.html