Signing and Locking Documents

After all necessary data has been saved and the document has been validated (if applicable), it can then be signed and/or locked. The options that are available for each document will depend on whether or not Electronic Signature is turned On or Off (in Administration | System Control).

For OASIS documents, locking the document creates the episode and makes the assessment ready for extraction to the state. Once the OASIS document is locked, you can find it by navigating to selecting Tools | OASIS Extract. HEALTHCAREfirst recommends that you lock the assessment prior to creating a 485.

● Document name

● Date Created

● Created By

● Revision

● Date Modified

● Discipline

● M0090 Date Assessment Completed

● Date Completed

● Completed By

● Date Locked

● Locked By

● Certified

● Certified By

● Date Submitted

● Electronically Signed

● Signature Overriden

● Signatures

Although Homecare documents do not currently allow multiple electronic signatures to be entered, this section is included to support future document enhancements.

For applicable documents, a warning will prevent users from locking a document before the P Page is saved. If a user attempts to lock a document (and no data has been entered in the corresponding P Page), an error message will display. To resolve the warning message, users must complete and save the P Page before locking the document.

While viewing a document, users can click on this error message in the Validate drop-down list to automatically display the Time not recorded on Visit Note checkbox. As the P Page is not required for every document, users can simply check this box, which is located before the Signatures / Dates section. This only applies to the documents that utilize the newer, enhanced format and contain the Time not recorded on Visit Note checkbox. This checkbox will be added to other documents in a future release.

Once an OASIS document is locked, additional options will become available, which are exclusive to OASIS type documents

● — If desired, agencies have the option to certify the document as part of the QA process.

● — Allows users to resend OASIS documents to Episode Master in the firstINTEL interface. Once clicked, navigate to Tools | firstINTEL and verify the OASIS assessment was sent successfully.

Signing and Locking

3. Click the

button located in the header of the Document Status section. Once clicked, this button will change to indicate the document is

Locking Only

If electronic signatures are disabled for the agency, any user can create and lock a document since no electronic signature stamp displays on the document. To only lock a document:

3. Click the

button located in the header of the Document Status section. Once clicked, this button will change to indicate the document is