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Run: OASIS Transfer, Discharge, and Death at Home Assessment

Use this OASIS Transfer, Discharge, and Death at Home Assessment template to verify event timing, required data capture, and supporting documentation before ...

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Inspection Details

Confirm the chart review is for a transfer to inpatient facility, discharge, or death at home.
Verify the event date and time are documented for the transfer, discharge, or death-at-home time point.
Summarize the record reviewed, including patient identifier masked per policy and any major deficiencies found.
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

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

Required OASIS Data Capture

All required OASIS items for the applicable time point are completed and consistent with the record.
Verify dates, event reason, disposition, and narrative documentation do not conflict.
Check for missing required data elements or unsupported unknown responses.
Confirm the assessment was completed within the agency and regulatory timeframe for the event.

Documentation Quality and Supporting Evidence

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

Compliance Review and Corrective Action

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

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