Adding or Opening a Document

To add a new document:

1. From the Main Menu, click Patients, and select a patient.

2. Click the Documents tab.

3. The Create Document field will default to 2+. To create documents for episodes that began prior to January 1, 2015 for late submission, select 2.00 from the drop-down menu.

4. Click the arrow beside the New Document field, and select the document you want to add.

5. Enterprise Edition automatically opens and displays in a new tab. In addition, Enterprise Edition adds the document to the Document grid. The Date Created and Create By display below the grid in the Document Status section.

For Oasis Documents, an (M0090) Date Assessment Completed prompt will appear, which determines which type of document the software will use. If the Assessment Completion Date is 9/30/2015, or before, the ICD-9 version will be utilized and if a document is completed on 10/1/2015, or after, then the ICD-10 version will be utilized. As long as the Assessment Completion Date equals 9/30/2015, or before, (even if the assessment was completed on 10/1/2015, or after) then ICD-10 codes will not be utilized. for the document.

To open an existing document:

1. From the Main Menu, click Patients, and select a patient.

2. Click the Documents tab.

3. Click on the document name link in the Document grid. Enterprise Edition displays the document in a new tab.

Clinical documents contain skip logic, which means that after you answer a question, fields or questions following that answer are disabled if they are not necessary to answer based on the selection made.