Batch download and export of OASIS forms

This article will offer step-by-step instructions on how to batch download and export OASIS forms.

• Exporting OASIS forms
  • Permissions required (ACLs)
• Batch download
  • Permissions required (ACLs)

Exporting OASIS forms

Under the “Client forms” tab, users will now see all form submissions including the completed OASIS assessments. To start downloading, click on “Export OASIS forms”.

The data grid will then filter to show only "Approved" or "Inactive" OASIS type forms.

The following new OASIS filters can be used to further narrow the selection of forms for your export:

• OASIS Reason for Assessment (RFA)
• OASIS assessment period (using the M0090 date entered per form)
• Has corrections number (yes/no)

Users may then select the appropriate OASIS assessments and click on “Export selected OASIS forms” to continue.

Please note that the action “Mark form(s) as sent” is a default setting. It will be automatically checked to change the status of all OASIS forms included in the batch from “Approved” to “Sent”, once the export batch is generated successfully.

Permissions required (ACLs)

The "Create OASIS Batch Export" ACL is required to export OASIS forms. You can access it by navigating to Settings> Roles and Permissions> Customer> Create OASIS Batch Export.

Batch Download

To download OASIS forms as a batch, navigate to the “OASIS Batches” tab as shown below. Here, you can view the status of the batch creation background jobs and download the batches once they are listed as “success” under “Progress tracking”. Click on “Download CMS” to download the files.

Please note that if the form batch setting “Mark form(s) as sent” is unchecked, the batch can be marked as sent by navigating to the “Download CMS” dropdown menu as shown above. Users will then select the “Mark form(s) as sent” action to mark the whole batch as sent.

After clicking on “Download CMS”, users will then see the following dialog. You may now download the zip file containing the individual xml files for the OASIS assessment.

The downloaded zip file can be used to upload into IQIES for CMS upload.

Permissions required (ACLs)

The "View/Download OASIS Batch Exports" ACL is required to download OASIS forms. You can access it by navigating to Settings> Roles and Permissions> Customer> View/Download OASIS Batch Exports.