OASIS Transfer, Discharge, and Death at Home Assessment

Inspection template for verifying required OASIS data capture at patient transfer to an inpatient facility, discharge, or death at home, including transition timing, documentation completeness, and required event-specific items.

Inspection Details

• Record type and event reason identified
  Confirm the chart review is for a transfer to inpatient facility, discharge, or death at home.
• Assessment event date/time documented
  Verify the event date and time are documented for the transfer, discharge, or death-at-home time point.
• Inspector notes
  Summarize the record reviewed, including patient identifier masked per policy and any major deficiencies found.
• Reference standard
  Review against applicable OASIS transfer/discharge/death-at-home requirements and agency policy. Effective April 1, 2026, updated OASIS-E2 items apply; O0350 is removed and MO906 records hospital admission date where applicable.

Event Timing and Trigger

• Transfer or discharge trigger documented in the record
  The chart clearly shows why the OASIS time point was triggered.
• Inpatient transfer destination documented
  For transfer events, document the receiving inpatient facility name and type if available.
• Hospital admission date captured when applicable
  Verify MO906 hospital admission date is captured when the patient transfers to an inpatient setting.
• Death at home event documented with date/time and source
  For death-at-home events, confirm documentation identifies the event date/time and the source of notification or verification.

Required OASIS Data Capture

• Required transfer/discharge/death-at-home items completed
  All required OASIS items for the applicable time point are completed and consistent with the record.
• Responses are internally consistent across assessment fields
  Verify dates, event reason, disposition, and narrative documentation do not conflict.
• No required item left blank or marked unknown without justification
  Check for missing required data elements or unsupported unknown responses.
• Assessment completion date is within required timeframe
  Confirm the assessment was completed within the agency and regulatory timeframe for the event.

Documentation Quality and Supporting Evidence

• Physician or facility communication documented
  Communication related to transfer, discharge, or death-at-home event is documented when applicable.
• Discharge or transfer summary supports the event
  The discharge or transfer summary aligns with the event reason and disposition.
• Medication and service status documented at transition
  Medication status, services ended, and any transition instructions are documented as applicable to the event.
• Supporting documentation attached or referenced
  Attach or reference supporting documentation such as transfer paperwork, discharge summary, or death verification record when available.

Compliance Review and Corrective Action

• Deficiencies identified and categorized
  Select all deficiencies observed during the review.
• Corrective action required
  Indicate whether follow-up education, chart correction, or process remediation is needed.
• Corrective action summary
  Document the specific corrective action, owner, and due date if remediation is needed.
• Reviewer signature
  Inspector attestation of review findings and completion.