Approving and Correcting an OASIS form

This article will offer step-by-step instructions on how to approve or correct an OASIS form.

• Approving an OASIS form
• Correcting an OASIS form
  • Permissions required (ACLs)

Approving an OASIS form

If the form is not set to “auto-approve”, users are to review and approve the OASIS form submission using the same workflow as other client forms. Once the form is in the “approved” status, the OASIS form can be exported for transmission.

Correcting an OASIS form

Permissions required (ACLs)

The “Unlock Approved Forms” ACL is required to correct an OASIS form. You can access it by navigating to Settings> Roles and Permissions. Select the applicable role and click on the "Workflow" folder.

To correct an approved form prior to export, change the form status to “Correcting” as shown below. Click on the “Edit” button to make changes.

Please note that only OASIS and basic form fields can be edited when they are in the “Correcting” status. Advanced components such as Vitals components, embedded progress notes and certain others cannot be edited. Doing so would duplicate data within the patient’s profile.

Once changes are made, navigate to the final “Review” section to follow the same error/warning validation as outlined in the article Filling in an OASIS form. Once submitted, the form will move back to the “Approved” status, as shown below.

The “View status change log” offers an overview of the statuses of all prior forms, as well as the user who made the change.