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Run: OASIS Recertification Assessment (60-Day)

Use this OASIS Recertification Assessment (60-Day) template to confirm ongoing home health eligibility, capture current patient status, and update the plan o...

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Assessment Timing and Episode Eligibility

Confirm the assessment date aligns with the current episode recertification schedule and is documented within the required timeframe.
Verify the episode start/end dates, recertification date, and assessment date are consistent across the record.
Confirm documentation supports ongoing skilled need, homebound status when applicable, and continued need for intermittent skilled services.
Document whether the recertification was completed late and whether the reason is clearly explained in the record.

Patient Status and Functional Change

Verify the assessment captures current symptoms, diagnoses, treatment response, and relevant clinical changes since the prior episode.
Confirm mobility, transfers, ADLs, cognition, and other functional indicators are updated based on current findings.
Document meaningful improvement, decline, or stability that affects care planning or eligibility.
Verify the record reflects progress toward goals, barriers to progress, and current response to interventions.

Plan of Care Update

Verify the care plan includes current skilled interventions, frequency, and discipline-specific services.
Confirm goals are specific, time-bound, and aligned with the patient’s current status and expected outcomes.
Verify any changes to medications, wound care, durable medical equipment, supplies, or therapy needs are reflected in the plan.
Confirm the plan includes anticipated discharge criteria or continued service rationale as appropriate.

Physician Communication and Orders

Confirm communication of the recertification assessment results and any significant changes is documented.
Verify orders are present, current, and consistent with the updated services and frequency.
Confirm order changes, if any, include date, time, authorizing clinician, and follow-up documentation.
Verify the assessment and related documentation are signed or authenticated according to agency policy and applicable requirements.

Documentation Quality and Compliance

Confirm there are no missing fields, contradictory entries, or unexplained discrepancies across the recertification record.
Verify the narrative or supplemental notes support the documented assessment responses and plan-of-care decisions.
Confirm supporting notes, visit documentation, orders, and related evidence are available in the chart.
If deficiencies or non-conformances are identified, verify corrective actions, responsible party, and due date are recorded.

Inspector Review and Sign-Off

Select the final outcome of the recertification audit.
Summarize key findings, deficiencies, and any follow-up actions required.
Signature confirming the review was completed.

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