New Assessment dialog

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Path: Patient>Clinical>Assessments

With the New Assessment dialog, you can select the type of assessment that you need to perform (OASIS only, Nursing, Bereavement, Spiritual) and the reason for the assessment (RFA). The type and reason for the assessment define the template used for the assessment.

Usually, the assessment is connected to a visit. If needed, you can connect the assessment to a different visit, or just record the clinician doing the assessment in this dialog.

When starting an assessment, select the RFA. You can select one of the following reasons for completing an assessment:

Reason	Description
Initial visit	The first visit for a patient who does not require OASIS or the first visit for any discipline that is not doing the official OASIS Start of Care assessment.
Routine visit	Any scheduled or planned visit that is not the initial visit for this patient or discipline and is not one of the OASIS-specific visits.
Oncall/Unscheduled visit	Unscheduled or unplanned visit.
Start of care - further visits planned (RFA 1)	OASIS reason for the initial assessment used for the first visit to a patient who requires OASIS.
Resumption of care (after inpatient stay) (RFA 3)	OASIS reason for a patient returning to home care after an inpatient stay.
Recertification (follow-up) reassessment (RFA 4)	OASIS reason for assessment done at the beginning of a new 60-day episode of care after the initial Start of Care (RFA 1).
Other follow-up (full assessment due to major change) (RFA 5)	OASIS reason for assessment when there has been a major change in the patient's condition.
Transferred to an inpatient facility - patient not discharged from the agency (RFA 6)	OASIS reason for assessment used when the patient is transferred from the home health agency to an inpatient facility, but not discharged from the agency.
Transferred to an inpatient facility - patient discharged from the agency (RFA 7)	OASIS reason for assessment when a patient is transferred to inpatient facility and discharged from the agency.
Death at home (RFA 8)	OASIS reason for assessment used when the patient dies at home.
Discharge from agency (RFA 9)	OASIS reason for assessment used when the patient is discharged from the agency, but not transferred.

If you attempt to complete an assessment and another assessment with the same RFA already exists for the same date, you cannot complete the assessment in error. For some RFAs (1, 8, 9), you are warned if another assessment with the same RFA exists for the same admission period.

You can link an assessment to a discipline discharge, agency transfer, or agency discharge by using the D/T Summary function. The Discharge/Transfer Summary button is enabled depending on the RFA. For more information, see Discharge/Transfer Summary Type dialog.

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