Form CMS-R-245 Outcome and Assessment Information Set (OASIS-B1)

Medicare and Medicaid Programs OASIS Collection Requirements as Part of the CoPs for HHAs and Supp. Regs. in 42 CFR 48.55, 484.205, 484.245, 484.250

CMS-R-245.Instrument.DOC

Medicare and Medicaid Programs OASIS Collection Requirements (Training)

OMB: 0938-0760

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According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it displays a valid OMB control number. The valid OMB control numbers for this information are 0938-0760 and 0938-0761. The time required to complete this information collection is estimated to average 0.7 minute per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. If you have comments concerning the accuracy of the time estimate(s) or suggestions for improving this form, please write to: CMS, 7500 Security Boulevard, Attn: PRA Reports Clearance Officer, Baltimore, Maryland 21244-1850. PRA notice to be updated after PRA review is completed


Outcome and Assessment Information Set (OASIS-B1)


Items to be Used at Specific Time Points



Start of Care

Home Health Patient Tracking Sheet, M0080-M0826

Start of care—further visits planned




Resumption of Care

M0080-M0826

Resumption of care (after inpatient stay)




Follow-Up

Recertification (follow-up) assessment

Other follow-up assessment

M0080-M0110, M0230-M0250, M0390, M0420, M0440, M0450, M0460, M0470, M0476, M0488, M0490, M0520-M0550, M0650-M0700, M0800, M0826



Transfer to an Inpatient Facility

M0080-M0100, M0830-M0855, M0890-M0906

Transferred to an inpatient facility—patient not discharged from an agency

Transferred to an inpatient facility—patient discharged from agency



Discharge from Agency — Not to an Inpatient Facility


Death at home

M0080-M0100, M0906

Discharge from agency

M0080-M0100, M0200-M0220, M0250, M0280-M0380, M0410-M0820, M0830-M0880, M0903-M0906


Note: For items M0640-M0800, please note special instructions at the beginning of the section.



CLINICAL RECORD ITEMS

(M0080) Discipline of Person Completing Assessment:

1-RN 2-PT 3-SLP/ST 4-OT

(M0090) Date Assessment Completed: __ __ /__ __ /__ __ __ __

month day year

(M0100) This Assessment is Currently Being Completed for the Following Reason:

Start/Resumption of Care

1 – Start of care—further visits planned

3 – Resumption of care (after inpatient stay)

Follow-Up

4 – Recertification (follow-up) reassessment [ Go to M0230 ]

5 – Other follow-up [ Go to M0230 ]

Transfer to an Inpatient Facility

6 – Transferred to an inpatient facility—patient not discharged from agency [ Go to M0830 ]

7 – Transferred to an inpatient facility—patient discharged from agency [ Go to M0830 ]

Discharge from Agency — Not to an Inpatient Facility

8 – Death at home [ Go to M0906 ]

9 – Discharge from agency [ Go to M0200 ]



(M0110) Episode Timing: Is the Medicare home health payment episode for which this assessment will define a case mix group an “early” episode or a “later” episode in the patient’s current sequence of adjacent Medicare home health payment episodes?

1 - Early

2 - Later

UK - Unknown

NA - Not Applicable: No Medicare case mix group to be defined by this assessment.

DEMOGRAPHICS AND PATIENT HISTORY

(M0175) From which of the following Inpatient Facilities was the patient discharged during the past 14 days? (Mark all that apply.)

1 - Hospital

2 - Rehabilitation facility

3 - Skilled nursing facility

4 - Other nursing home

5 - Other (specify)

NA - Patient was not discharged from an inpatient facility [ If NA at SOC/ROC, go to M0200]

(M0180) Inpatient Discharge Date (most recent):

__ __ /__ __ / __ __ __ __

month day year

UK - Unknown

(M0190) List each Inpatient Diagnosis and ICD‑9‑CM code at the level of highest specificity for only those conditions treated during an inpatient stay within the last 14 days (no surgical, E‑codes, or V‑codes):

Inpatient Facility Diagnosis

ICD-9-CM

a.

(__ __ __ __ __)

b.

(__ __ __ __ __)


(M0200) Medical or Treatment Regimen Change Within Past 14 Days: Has this patient experienced a change in medical or treatment regimen (e.g., medication, treatment, or service change due to new or additional diagnosis, etc.) within the last 14 days?

0 - No [ If No, go to M0220; if No at Discharge, go to M0250 ]

1 - Yes

(M0210) List the patient's Medical Diagnoses and ICD‑9‑CM codes at the level of highest specificity for those conditions requiring changed medical or treatment regimen (no surgical, E‑codes, or V‑codes)::

Changed Medical Regimen Diagnosis

ICD-9-CM

a.

(__ __ __ __ __)

b.

(__ __ __ __ __)

c.

(__ __ __ __ __)

d.

(__ __ __ __ __)


(M0220) Conditions Prior to Medical or Treatment Regimen Change or Inpatient Stay Within Past 14 Days: If this patient experienced an inpatient facility discharge or change in medical or treatment regimen within the past 14 days, indicate any conditions which existed prior to the inpatient stay or change in medical or treatment regimen. (Mark all that apply.)

1 - Urinary incontinence

2 - Indwelling/suprapubic catheter

3 - Intractable pain

4 - Impaired decision-making

5 - Disruptive or socially inappropriate behavior

6 - Memory loss to the extent that supervision required

7 - None of the above

NA - No inpatient facility discharge and no change in medical or treatment regimen in past 14 days

UK - Unknown

M0230/240/246 Diagnoses, Severity Index, and Payment Diagnoses: List each diagnosis for which the patient is receiving home care (Column 1) and enter its ICD-9-CM code at the level of highest specificity (no surgical/procedure codes) (Column 2) . Rate each condition (Column 2) using the severity index. (Choose one value that represents the most severe rating appropriate for each diagnosis.) V codes (for M0230 or M0240) or E codes (for M0240 only) may be used. ICD-9-CM sequencing requirements must be followed if multiple coding is indicated for any diagnoses. If a V code is reported in place of a case mix diagnosis, then optional item M0246 Payment Diagnoses (Columns 3 and 4) may be completed. A case mix diagnosis is a diagnosis that determines the Medicare PPS case mix group.

Code each row as follows:

(Column 1): Enter the description of the diagnosis.

(Column 2): - Enter the ICD-9-CM code for the diagnosis described in Column 1;

- Rate the severity of the condition listed in Column 1 using the following scale:

0 - Asymptomatic, no treatment needed at this time

1 - Symptoms well controlled with current therapy

2 - Symptoms controlled with difficulty, affecting daily functioning; patient needs ongoing monitoring

3 - Symptoms poorly controlled; patient needs frequent adjustment in treatment and dose monitoring

4 - Symptoms poorly controlled; history of re-hospitalizations

(3) (OPTIONAL) If a V code reported in any row in Column 2 is reported in place of a case mix diagnosis, list the appropriate case mix diagnosis (the description and the ICD-9-CM code) in the same row in Column 3. Otherwise, leave Column 3 blank in that row.

(4) (OPTIONAL) If a V code in Column 2 is reported in place of a case mix diagnosis that requires multiple diagnosis codes under ICD-9-CM coding guidelines, enter the diagnosis descriptions and the ICD-9-CM codes in the same row in Columns 3 and 4. For example, if the case mix diagnosis is a manifestation code, record the diagnosis description and ICD-9-CM code for the underlying condition in Column 3 of that row and the diagnosis description and ICD-9-CM code for the manifestation in Column 4 of that row. Otherwise, leave Column 4 blank in that row.

(M0230) Primary Diagnosis & (M0240) Other Diagnoses

(M0246) Case Mix Diagnoses (OPTIONAL)

(1)

(2)

(3)

(4)


ICD-9-CM and severity rating for each condition

Complete only if a V code in Column 2 is reported in place of a case mix diagnosis.

Complete only if the V code in Column 2 is reported in place of a case mix diagnosis that is a multiple coding situation (e.g., a manifestation code).

Description

ICD-9-CM /
Severity Rating

Description/
ICD-9-CM

Description/
ICD-9-CM

(M0230) Primary Diagnosis

a.

(V codes are allowed)

( __ __ __ __ __ __ )

0 1 2 3 4

(V or E codes NOT allowed)

a.

(__ __ __ __ __ )

(V or E codes NOT allowed)

a.

(__ __ __ __ __ )

(M0240) Other Diagnoses

b.

(V or E codes are allowed)

( __ __ __ __ __ __ )

0 1 2 3 4

(V or E codes NOT allowed)

b.

(__ __ __ __ __ )

(V or E codes NOT allowed)

b.

(__ __ __ __ __ )

c.

( __ __ __ __ __ __ )

0 1 2 3 4

c.

(__ __ __ __ __ )

c.

(__ __ __ __ __ )

d.

( __ __ __ __ __ __ )

0 1 2 3 4

d.

(__ __ __ __ __ )

d.

(__ __ __ __ __ )

e.

( __ __ __ __ __ __ )

0 1 2 3 4

e.

(__ __ __ __ __ )

e.

(__ __ __ __ __ )

f.

( __ __ __ __ __ __ )

0 1 2 3 4

f.

(__ __ __ __ __ )

f.

(__ __ __ __ __ )



(M0250) Therapies the patient receives at home: (Mark all that apply.)

1 - Intravenous or infusion therapy (excludes TPN)

2 - Parenteral nutrition (TPN or lipids)

3 - Enteral nutrition (nasogastric, gastrostomy, jejunostomy, or any other artificial entry into the alimentary canal)

4 - None of the above

(M0260) Overall Prognosis: BEST description of patient's overall prognosis for recovery from this episode of illness.

0 - Poor: little or no recovery is expected and/or further decline is imminent

1 - Good/Fair: partial to full recovery is expected

UK - Unknown

(M0270) Rehabilitative Prognosis: BEST description of patient's prognosis for functional status.

0 - Guarded: minimal improvement in functional status is expected; decline is possible

1 - Good: marked improvement in functional status is expected

UK - Unknown

(M0280) Life Expectancy: (Physician documentation is not required.)

0 - Life expectancy is greater than 6 months

1 - Life expectancy is 6 months or fewer

(M0290) High Risk Factors characterizing this patient: (Mark all that apply.)

1 - Heavy smoking

2 - Obesity

3 - Alcohol dependency

4 - Drug dependency

5 - None of the above

UK - Unknown

LIVING ARRANGEMENTS

(M0300) Current Residence:

1 - Patient's owned or rented residence (house, apartment, or mobile home owned or rented by patient/couple/significant other)

2 - Family member's residence

3 - Boarding home or rented room

4 - Board and care or assisted living facility

5 - Other (specify)

(M0340) Patient Lives With: (Mark all that apply.)

1 - Lives alone

2 - With spouse or significant other

3 - With other family member

4 - With a friend

5 - With paid help (other than home care agency staff)

6 - With other than above

SUPPORTIVE ASSISTANCE

(M0350) Assisting Person(s) Other than Home Care Agency Staff: (Mark all that apply.)

1 - Relatives, friends, or neighbors living outside the home

2 - Person residing in the home (EXCLUDING paid help)

3 - Paid help

4 - None of the above [ If None of the above, go to M0390 ]

UK - Unknown [ If Unknown, go to M0390 ]

(M0360) Primary Caregiver taking lead responsibility for providing or managing the patient's care, providing the most frequent assistance, etc. (other than home care agency staff):

0 - No one person [ If No one person, go to M0390 ]

1 - Spouse or significant other

2 - Daughter or son

3 - Other family member

4 - Friend or neighbor or community or church member

5 - Paid help

UK - Unknown [ If Unknown, go to M0390 ]

(M0370) How Often does the patient receive assistance from the primary caregiver?

1 - Several times during day and night

2 - Several times during day

3 - Once daily

4 - Three or more times per week

5 - One to two times per week

6 - Less often than weekly

UK - Unknown

(M0380) Type of Primary Caregiver Assistance: (Mark all that apply.)

1 - ADL assistance (e.g., bathing, dressing, toileting, bowel/bladder, eating/feeding)

2 - IADL assistance (e.g., meds, meals, housekeeping, laundry, telephone, shopping, finances)

3 - Environmental support (housing, home maintenance)

4 - Psychosocial support (socialization, companionship, recreation)

5 - Advocates or facilitates patient's participation in appropriate medical care

6 - Financial agent, power of attorney, or conservator of finance

7 - Health care agent, conservator of person, or medical power of attorney

UK - Unknown

SENSORY STATUS

(M0390) Vision with corrective lenses if the patient usually wears them:

0 - Normal vision: sees adequately in most situations; can see medication labels, newsprint.

1 - Partially impaired: cannot see medication labels or newsprint, but can see obstacles in path, and the surrounding layout; can count fingers at arm's length.

2 - Severely impaired: cannot locate objects without hearing or touching them or patient nonresponsive.

(M0400) Hearing and Ability to Understand Spoken Language in patient's own language (with hearing aids if the patient usually uses them):

0 - No observable impairment. Able to hear and understand complex or detailed instructions and extended or abstract conversation.

1 - With minimal difficulty, able to hear and understand most multi-step instructions and ordinary conversation. May need occasional repetition, extra time, or louder voice.

2 - Has moderate difficulty hearing and understanding simple, one-step instructions and brief conversation; needs frequent prompting or assistance.

3 - Has severe difficulty hearing and understanding simple greetings and short comments. Requires multiple repetitions, restatements, demonstrations, additional time.

4 - Unable to hear and understand familiar words or common expressions consistently, or patient nonresponsive.

(M0410) Speech and Oral (Verbal) Expression of Language (in patient's own language):

0 - Expresses complex ideas, feelings, and needs clearly, completely, and easily in all situations with no observable impairment.

1 - Minimal difficulty in expressing ideas and needs (may take extra time; makes occasional errors in word choice, grammar or speech intelligibility; needs minimal prompting or assistance).

2 - Expresses simple ideas or needs with moderate difficulty (needs prompting or assistance, errors in word choice, organization or speech intelligibility). Speaks in phrases or short sentences.

3 - Has severe difficulty expressing basic ideas or needs and requires maximal assistance or guessing by listener. Speech limited to single words or short phrases.

4 - Unable to express basic needs even with maximal prompting or assistance but is not comatose or unresponsive (e.g., speech is nonsensical or unintelligible).

5 - Patient nonresponsive or unable to speak.

(M0420) Frequency of Pain interfering with patient's activity or movement:

0 - Patient has no pain or pain does not interfere with activity or movement

1 - Less often than daily

2 - Daily, but not constantly

3 - All of the time

(M0430) Intractable Pain: Is the patient experiencing pain that is not easily relieved, occurs at least daily, and affects the patient's sleep, appetite, physical or emotional energy, concentration, personal relationships, emotions, or ability or desire to perform physical activity?

0 - No

1 - Yes

INTEGUMENTARY STATUS

(M0440) Does this patient have a Skin Lesion or an Open Wound? This excludes "OSTOMIES."

0 - No [ If No, go to M0490 ]

1 - Yes

(M0445) Does this patient have a Pressure Ulcer?

0 - No [ If No, go to M0468 ]

1 - Yes

(M0450) Current Number of Pressure Ulcers at Each Stage: (Circle one response for each stage.)

Pressure Ulcer Stages

Number of Pressure Ulcers

a) Stage 1: Nonblanchable erythema of intact skin; the heralding of skin ulceration. In darker-pigmented skin, warmth, edema, hardness, or discolored skin may be indicators.

0

1

2

3

4 or more

b) Stage 2: Partial thickness skin loss involving epidermis and/or dermis. The ulcer is superficial and presents clinically as an abrasion, blister, or shallow crater.

0

1

2

3

4 or more

c) Stage 3: Full-thickness skin loss involving damage or necrosis of subcutaneous tissue which may extend down to, but not through, underlying fascia. The ulcer presents clinically as a deep crater with or without undermining of adjacent tissue.

0

1

2

3

4 or more

d) Stage 4: Full-thickness skin loss with extensive destruction, tissue necrosis, or damage to muscle, bone, or supporting structures (e.g., tendon, joint capsule, etc.)

0

1

2

3

4 or more

e) In addition to the above, is there at least one pressure ulcer that cannot be observed due to the presence of eschar or a nonremovable dressing, including casts?

0 - No

1 - Yes


(M0460) [At follow-up, skip this item if patient has no pressure ulcers] Stage of Most Problematic (Observable) Pressure Ulcer:

1 - Stage 1

2 - Stage 2

3 - Stage 3

4 - Stage 4

NA - No observable pressure ulcer

(M0464) Status of Most Problematic (Observable) Pressure Ulcer:

1 - Fully granulating

2 - Early/partial granulation

3 - Not healing

NA - No observable pressure ulcer

(M0468) Does this patient have a Stasis Ulcer?

0 - No [ If No, go to M0482 ]

1 - Yes

(M0470) Current Number of Observable Stasis Ulcer(s):

0 - Zero

1 - One

2 - Two

3 - Three

4 - Four or more

(M0474) Does this patient have at least one Stasis Ulcer that Cannot be Observed due to the presence of a nonremovable dressing?

0 - No

1 - Yes

(M0476) [At follow-up, skip this item if patient has no stasis ulcers] Status of Most Problematic (Observable) Stasis Ulcer:

1 - Fully granulating

2 - Early/partial granulation

3 - Not healing

NA - No observable stasis ulcer

(M0482) Does this patient have a Surgical Wound?

0 - No [ If No, go to M0490 ]

1 - Yes

(M0484) Current Number of (Observable) Surgical Wounds: (If a wound is partially closed but has more than one opening, consider each opening as a separate wound.)

0 - Zero

1 - One

2 - Two

3 - Three

4 - Four or more

(M0486) Does this patient have at least one Surgical Wound that Cannot be Observed due to the presence of a nonremovable dressing?

0 - No

1 - Yes

(M0488) [At follow-up, skip this item if patient has no surgical wounds] Status of Most Problematic (Observable) Surgical Wound:

1 - Fully granulating

2 - Early/partial granulation

3 - Not healing

NA - No observable surgical wound

RESPIRATORY STATUS

(M0490) When is the patient dyspneic or noticeably Short of Breath?

0 - Never, patient is not short of breath

1 - When walking more than 20 feet, climbing stairs

2 - With moderate exertion (e.g., while dressing, using commode or bedpan, walking distances less than 20 feet)

3 - With minimal exertion (e.g., while eating, talking, or performing other ADLs) or with agitation

4 - At rest (during day or night)

(M0500) Respiratory Treatments utilized at home: (Mark all that apply.)

1 - Oxygen (intermittent or continuous)

2 - Ventilator (continually or at night)

3 - Continuous positive airway pressure

4 - None of the above

ELIMINATION STATUS

(M0510) Has this patient been treated for a Urinary Tract Infection in the past 14 days?

0 - No

1 - Yes

NA - Patient on prophylactic treatment

UK - Unknown

(M0520) Urinary Incontinence or Urinary Catheter Presence:

0 - No incontinence or catheter (includes anuria or ostomy for urinary drainage) [ If No, go to M0540 ]

1 - Patient is incontinent

2 - Patient requires a urinary catheter (i.e., external, indwelling, intermittent, suprapubic) [ Go to M0540 ]

(M0530) [At follow-up, skip this item if patient has no urinary incontinence or does have a urinary catheter] When does Urinary Incontinence occur?

0 - Timed-voiding defers incontinence

1 - During the night only

2 - During the day and night

(M0540) Bowel Incontinence Frequency:

0 - Very rarely or never has bowel incontinence

1 - Less than once weekly

2 - One to three times weekly

3 - Four to six times weekly

4 - On a daily basis

5 - More often than once daily

NA - Patient has ostomy for bowel elimination

UK - Unknown

(M0550) Ostomy for Bowel Elimination: Does this patient have an ostomy for bowel elimination that (within the last 14 days): a) was related to an inpatient facility stay, or b) necessitated a change in medical or treatment regimen?

0 - Patient does not have an ostomy for bowel elimination.

1 - Patient's ostomy was not related to an inpatient stay and did not necessitate change in medical or treatment regimen.

2 - The ostomy was related to an inpatient stay or did necessitate change in medical or treatment regimen.

NEURO/EMOTIONAL/BEHAVIORAL STATUS

(M0560) Cognitive Functioning: (Patient's current level of alertness, orientation, comprehension, concentration, and immediate memory for simple commands.)

0 - Alert/oriented, able to focus and shift attention, comprehends and recalls task directions independently.

1 - Requires prompting (cuing, repetition, reminders) only under stressful or unfamiliar conditions.

2 - Requires assistance and some direction in specific situations (e.g., on all tasks involving shifting of attention), or consistently requires low stimulus environment due to distractibility.

3 - Requires considerable assistance in routine situations. Is not alert and oriented or is unable to shift attention and recall directions more than half the time.

4 - Totally dependent due to disturbances such as constant disorientation, coma, persistent vegetative state, or delirium.

(M0570) When Confused (Reported or Observed):

0 - Never

1 - In new or complex situations only

2 - On awakening or at night only

3 - During the day and evening, but not constantly

4 - Constantly

NA - Patient nonresponsive

(M0580) When Anxious (Reported or Observed):

0 - None of the time

1 - Less often than daily

2 - Daily, but not constantly

3 - All of the time

NA - Patient nonresponsive

(M0590) Depressive Feelings Reported or Observed in Patient: (Mark all that apply.)

1 - Depressed mood (e.g., feeling sad, tearful)

2 - Sense of failure or self reproach

3 - Hopelessness

4 - Recurrent thoughts of death

5 - Thoughts of suicide

6 - None of the above feelings observed or reported

(M0610) Behaviors Demonstrated at Least Once a Week (Reported or Observed): (Mark all that apply.)

1 - Memory deficit: failure to recognize familiar persons/places, inability to recall events of past 24 hours, significant memory loss so that supervision is required

2 - Impaired decision-making: failure to perform usual ADLs or IADLs, in­ability to appropriately stop activities, jeopardizes safety through actions

3 - Verbal disruption: yelling, threatening, excessive profanity, sexual references, etc.

4 - Physical aggression: aggressive or combative to self and others (e.g., hits self, throws objects, punches, dangerous maneuvers with wheelchair or other objects)

5 - Disruptive, infantile, or socially inappropriate behavior (excludes verbal actions)

6 - Delusional, hallucinatory, or paranoid behavior

7 - None of the above behaviors demonstrated

(M0620) Frequency of Behavior Problems (Reported or Observed) (e.g., wandering episodes, self abuse, verbal disruption, physical aggression, etc.):

0 - Never

1 - Less than once a month

2 - Once a month

3 - Several times each month

4 - Several times a week

5 - At least daily

(M0630) Is this patient receiving Psychiatric Nursing Services at home provided by a qualified psychiatric nurse?

0 - No

1 - Yes

ADL/IADLs

For M0640-M0800, complete the "Current" column for all patients. For these same items, complete the "Prior" column only at start of care and at resumption of care; mark the level that corresponds to the patient's condition 14 days prior to start of care date (M0030) or resumption of care date (M0032). In all cases, record what the patient is able to do.


(M0640) Grooming: Ability to tend to personal hygiene needs (i.e., washing face and hands, hair care, shaving or make up, teeth or denture care, fingernail care).

Prior Current

0 - Able to groom self unaided, with or without the use of assistive devices or adapted methods.

1 - Grooming utensils must be placed within reach before able to complete grooming activities.

2 - Someone must assist the patient to groom self.

3 - Patient depends entirely upon someone else for grooming needs.

UK - Unknown

(M0650) Ability to Dress Upper Body (with or without dressing aids) including undergarments, pullovers, front-opening shirts and blouses, managing zippers, buttons, and snaps:

Prior Current

0 - Able to get clothes out of closets and drawers, put them on and remove them from the up­per body without assistance.

1 - Able to dress upper body without assistance if clothing is laid out or handed to the patient.

2 - Someone must help the patient put on upper body clothing.

3 - Patient depends entirely upon another person to dress the upper body.

UK - Unknown

(M0660) Ability to Dress Lower Body (with or without dressing aids) including undergarments, slacks, socks or nylons, shoes:

Prior Current

0 - Able to obtain, put on, and remove clothing and shoes without assistance.

1 - Able to dress lower body without assistance if clothing and shoes are laid out or handed to the patient.

2 - Someone must help the patient put on under­garments, slacks, socks or nylons, and shoes.

3 - Patient depends entirely upon another person to dress lower body.

UK - Unknown

(M0670) Bathing: Ability to wash entire body. Excludes grooming (washing face and hands only).

Prior Current

0 - Able to bathe self in shower or tub independently.

1 - With the use of devices, is able to bathe self in shower or tub independently.

2 - Able to bathe in shower or tub with the assistance of another person:

(a) for intermittent supervision or encouragement or reminders, OR

(b) to get in and out of the shower or tub, OR

(c) for washing difficult to reach areas.

3 - Participates in bathing self in shower or tub, but requires presence of another person throughout the bath for assistance or supervision.

4 - Unable to use the shower or tub and is bathed in bed or bedside chair.

5 - Unable to effectively participate in bathing and is totally bathed by another person.

UK - Unknown

(M0680) Toileting: Ability to get to and from the toilet or bedside commode.

Prior Current

0 - Able to get to and from the toilet independently with or without a device.

1 - When reminded, assisted, or supervised by another person, able to get to and from the toilet.

2 - Unable to get to and from the toilet but is able to use a bedside commode (with or without assistance).

3 - Unable to get to and from the toilet or bedside com­mode but is able to use a bedpan/urinal independently.

4 - Is totally dependent in toileting.

UK - Unknown

(M0690) Transferring: Ability to move from bed to chair, on and off toilet or commode, into and out of tub or shower, and ability to turn and position self in bed if patient is bedfast.

Prior Current

0 - Able to independently transfer.

1 - Transfers with minimal human assistance or with use of an assistive device.

2 - Unable to transfer self but is able to bear weight and pivot during the transfer process.

3 - Unable to transfer self and is unable to bear weight or pivot when transferred by another person.

4 - Bedfast, unable to transfer but is able to turn and position self in bed.

5 - Bedfast, unable to transfer and is unable to turn and position self.

UK - Unknown

(M0700) Ambulation/Locomotion: Ability to SAFELY walk, once in a standing position, or use a wheelchair, once in a seated position, on a variety of surfaces.

Prior Current

0 - Able to independently walk on even and uneven surfaces and climb stairs with or without railings (i.e., needs no human assistance or assistive device).

1 - Requires use of a device (e.g., cane, walker) to walk alone or requires human supervision or assistance to negotiate stairs or steps or uneven surfaces.

2 - Able to walk only with the supervision or assistance of another person at all times.

3 - Chairfast, unable to ambulate but is able to wheel self independently.

4 - Chairfast, unable to ambulate and is unable to wheel self.

5 - Bedfast, unable to ambulate or be up in a chair.

UK - Unknown

(M0710) Feeding or Eating: Ability to feed self meals and snacks. Note: This refers only to the process of eating, chewing, and swallowing, not preparing the food to be eaten.

Prior Current

0 - Able to independently feed self.

1 - Able to feed self independently but requires:

(a) meal set-up; OR

(b) intermittent assistance or supervision from another person; OR

(c) a liquid, pureed or ground meat diet.

2 - Unable to feed self and must be assisted or supervised through­out the meal/snack.

3 - Able to take in nutrients orally and receives supplemental nutrients through a nasogastric tube or gastrostomy.

4 - Unable to take in nutrients orally and is fed nutrients through a nasogastric tube or gastrostomy.

5 - Unable to take in nutrients orally or by tube feeding.

UK - Unknown

(M0720) Planning and Preparing Light Meals (e.g., cereal, sandwich) or reheat delivered meals:

Prior Current

0 - (a) Able to independently plan and prepare all light meals for self or reheat delivered meals; OR

(b) Is physically, cognitively, and mentally able to prepare light meals on a regular basis but has not routine­ly performed light meal preparation in the past (i.e., prior to this home care admission).

1 - Unable to prepare light meals on a regular basis due to physical, cognitive, or mental limitations.

2 - Unable to prepare any light meals or reheat any delivered meals.

UK - Unknown

(M0730) Transportation: Physical and mental ability to safely use a car, taxi, or public transportation (bus, train, subway).

Prior Current

0 - Able to independently drive a regular or adapted car; OR uses a regular or handicap-accessible public bus.

1 - Able to ride in a car only when driven by another person; OR able to use a bus or handicap van only when assisted or accompanied by another person.

2 - Unable to ride in a car, taxi, bus, or van, and requires transportation by ambulance.

UK - Unknown

(M0740) Laundry: Ability to do own laundry ‑‑ to carry laundry to and from washing machine, to use washer and dryer, to wash small items by hand.

Prior Current

0 - (a) Able to independently take care of all laundry tasks; OR

(b) Physically, cognitively, and mentally able to do laundry and access facilities, but has not routinely performed laundry tasks in the past (i.e., prior to this home care admission).

1 - Able to do only light laundry, such as minor hand wash or light washer loads. Due to physical, cognitive, or mental limitations, needs assistance with heavy laundry such as carrying large loads of laundry.

2 - Unable to do any laundry due to physical limitation or needs continual supervision and assistance due to cognitive or mental limitation.

UK - Unknown

(M0750) Housekeeping: Ability to safely and effectively perform light housekeeping and heavier cleaning tasks.

Prior Current

0 - (a) Able to independently perform all housekeeping tasks; OR

(b) Physically, cognitively, and mentally able to perform all housekeeping tasks but has not routinely participated in house­keeping tasks in the past (i.e., prior to this home care admission).

1 - Able to perform only light housekeeping (e.g., dusting, wiping kitchen counters) tasks independently.

2 - Able to perform housekeeping tasks with intermittent assistance or supervision from another person.

3 - Unable to consistently perform any housekeeping tasks unless assisted by another person throughout the process.

4 - Unable to effectively participate in any housekeeping tasks.

UK - Unknown

(M0760) Shopping: Ability to plan for, select, and purchase items in a store and to carry them home or arrange delivery.

Prior Current

0 - (a) Able to plan for shopping needs and independently perform shopping tasks, including carrying packages; OR

(b) Physically, cognitively, and mentally able to take care of shopping, but has not done shopping in the past (i.e., prior to this home care admission).

1 - Able to go shopping, but needs some assistance:

(a) By self is able to do only light shopping and carry small packages, but needs some­one to do occasional major shopping; OR

(b) Unable to go shopping alone, but can go with someone to assist.

2 - Unable to go shopping, but is able to identify items needed, place orders, and arrange home delivery.

3 - Needs someone to do all shopping and errands.

UK - Unknown

(M0770) Ability to Use Telephone: Ability to answer the phone, dial numbers, and effectively use the telephone to communicate.

Prior Current

0 - Able to dial numbers and answer calls appropriately and as desired.

1 - Able to use a specially adapted telephone (i.e., large numbers on the dial, teletype phone for the deaf) and call essential numbers.

2 - Able to answer the telephone and carry on a normal conversation but has difficulty with placing calls.

3 - Able to answer the telephone only some of the time or is able to carry on only a limited conversation.

4 - Unable to answer the telephone at all but can listen if assisted with equipment.

5 - Totally unable to use the telephone.

NA - Patient does not have a telephone.

UK - Unknown

MEDICATIONS

(M0780) Management of Oral Medications: Patient's ability to prepare and take all prescribed oral medications reliably and safely, including administration of the correct dosage at the appropriate times/intervals. Excludes injectable and IV medications. (NOTE: This refers to ability, not compliance or willingness.)

Prior Current

0 - Able to independently take the correct oral medication(s) and proper dosage(s) at the correct times.

1 - Able to take medication(s) at the correct times if:

(a) individual dosages are prepared in advance by another person; OR

(b) given daily reminders; OR

(c) someone develops a drug diary or chart.

2 - Unable to take medication unless administered by someone else.

NA - No oral medications prescribed.

UK - Unknown

(M0790) Management of Inhalant/Mist Medications: Patient's ability to prepare and take all prescribed inhalant/mist medications (nebulizers, metered dose devices) reliably and safely, in­clud­ing administration of the correct dosage at the appropriate times/intervals. Excludes all other forms of medication (oral tablets, injectable and IV medications).

Prior Current

0 - Able to independently take the correct medication and proper dosage at the correct times.

1 - Able to take medication at the correct times if:

(a) individual dosages are prepared in advance by another person, OR

(b) given daily reminders.

2 - Unable to take medication unless administered by someone else.

NA - No inhalant/mist medications prescribed.

UK - Unknown

(M0800) Management of Injectable Medications: Patient's ability to prepare and take all prescribed injectable medications reliably and safely, including administration of correct dosage at the appropriate times/intervals. Excludes IV medications.

Prior Current

0 - Able to independently take the correct medication and proper dosage at the correct times.

1 - Able to take injectable medication at correct times if:

(a) individual syringes are prepared in advance by another person, OR

(b) given daily reminders.

2 - Unable to take injectable medications unless administered by someone else.

NA - No injectable medications prescribed.

UK - Unknown

EQUIPMENT MANAGEMENT

(M0810) Patient Management of Equipment (includes ONLY oxygen, IV/infusion therapy, enteral/parenteral nutrition equipment or supplies): Patient's ability to set up, monitor and change equipment reliably and safely, add appropriate fluids or medication, clean/store/dispose of equipment or supplies using proper technique. (NOTE: This refers to ability, not compliance or willingness.)

0 - Patient manages all tasks related to equipment completely independently.

1 - If someone else sets up equipment (i.e., fills portable oxygen tank, provides patient with prepared solutions), patient is able to manage all other aspects of equipment.

2 - Patient requires considerable assistance from another person to manage equipment, but independently completes portions of the task.

3 - Patient is only able to monitor equipment (e.g., liter flow, fluid in bag) and must call someone else to manage the equipment.

4 - Patient is completely dependent on someone else to manage all equipment.

NA - No equipment of this type used in care [ If NA, go to M0826 ]

(M0820) Caregiver Management of Equipment (includes ONLY oxygen, IV/infusion equipment, enteral/parenteral nutrition, ventilator therapy equipment or supplies): Care­giver's ability to set up, monitor, and change equipment reliably and safely, add appropriate fluids or medication, clean/store/dispose of equipment or supplies using proper technique. (NOTE: This refers to ability, not compliance or willingness.)

0 - Caregiver manages all tasks related to equipment completely independently.

1 - If someone else sets up equipment, caregiver is able to manage all other aspects.

2 - Caregiver requires considerable assistance from another person to manage equipment, but independently completes significant portions of task.

3 - Caregiver is only able to complete small portions of task (e.g., administer nebulizer treatment, clean/store/dispose of equipment or supplies).

4 - Caregiver is completely dependent on someone else to manage all equipment.

NA - No caregiver

UK - Unknown

THERAPY NEED

(M0826) Therapy Need: In the home health plan of care for the Medicare payment episode for which this assessment will define a case mix group, what is the indicated need for therapy visits (total of reasonable and necessary physical, occupational, and speech-language pathology visits combined)? (Enter zero [“000”] if no therapy visits indicated.)

(__ __ __) Number of therapy visits indicated (total of physical, occupational and speech-language pathology combined).

NA - Not Applicable: No case mix group defined by this assessment.

EMERGENT CARE

(M0830) Emergent Care: Since the last time OASIS data were collected, has the patient utilized any of the following services for emergent care (other than home care agency services)? (Mark all that apply.)

0 - No emergent care services [ If no emergent care, go to M0855 ]

1 - Hospital emergency room (includes 23-hour holding)

2 - Doctor's office emergency visit/house call

3 - Outpatient department/clinic emergency (includes urgicenter sites)

UK - Unknown [ If UK, go to M0855 ]

(M0840) Emergent Care Reason: For what reason(s) did the patient/family seek emergent care? (Mark all that apply.)

1 - Improper medication administration, medication side effects, toxicity, anaphylaxis

2 - Nausea, dehydration, malnutrition, constipation, impaction

3 - Injury caused by fall or accident at home

4 - Respiratory problems (e.g., shortness of breath, respiratory infection, tracheobronchial obstruction)

5 - Wound infection, deteriorating wound status, new lesion/ulcer

6 - Cardiac problems (e.g., fluid overload, exacerbation of CHF, chest pain)

7 - Hypo/Hyperglycemia, diabetes out of control

8 - GI bleeding, obstruction

9 - Other than above reasons

UK - Reason unknown

DATA ITEMS COLLECTED AT INPATIENT FACILITY ADMISSION OR AGENCY DISCHARGE ONLY

(M0855) To which Inpatient Facility has the patient been admitted?

1 - Hospital [ Go to M0890 ]

2 - Rehabilitation facility [ Go to M0903 ]

3 - Nursing home [ Go to M0900 ]

4 - Hospice [ Go to M0903 ]

NA - No inpatient facility admission

(M0870) Discharge Disposition: Where is the patient after discharge from your agency? (Choose only one answer.)

1 - Patient remained in the community (not in hospital, nursing home, or rehab facility)

2 - Patient transferred to a noninstitutional hospice [ Go to M0903 ]

3 - Unknown because patient moved to a geographic location not served by this agency [ Go to M0903 ]

UK - Other unknown [ Go to M0903 ]

(M0880) After discharge, does the patient receive health, personal, or support Services or Assistance? (Mark all that apply.)

1 - No assistance or services received

2 - Yes, assistance or services provided by family or friends

3 - Yes, assistance or services provided by other community resources (e.g., meals-on-wheels, home health services, homemaker assistance, transportation assistance, assisted living, board and care)


Go to M0903


(M0890) If the patient was admitted to an acute care Hospital, for what Reason was he/she admitted?

1 - Hospitalization for emergent (unscheduled) care

2 - Hospitalization for urgent (scheduled within 24 hours of admission) care

3 - Hospitalization for elective (scheduled more than 24 hours before admission) care

UK - Unknown

(M0895) Reason for Hospitalization: (Mark all that apply.)

1 - Improper medication administration, medication side effects, toxicity, anaphylaxis

2 - Injury caused by fall or accident at home

3 - Respiratory problems (SOB, infection, obstruction)

4 - Wound or tube site infection, deteriorating wound status, new lesion/ulcer

5 - Hypo/Hyperglycemia, diabetes out of control

6 - GI bleeding, obstruction

7 - Exacerbation of CHF, fluid overload, heart failure

8 - Myocardial infarction, stroke

9 - Chemotherapy

10 - Scheduled surgical procedure

11 - Urinary tract infection

12 - IV catheter-related infection

13 - Deep vein thrombosis, pulmonary embolus

14 - Uncontrolled pain

15 - Psychotic episode

16 - Other than above reasons

Go to M0903


(M0900) For what Reason(s) was the patient Admitted to a Nursing Home? (Mark all that apply.)

1 - Therapy services

2 - Respite care

3 - Hospice care

4 - Permanent placement

5 - Unsafe for care at home

6 - Other

UK - Unknown

(M0903) Date of Last (Most Recent) Home Visit:

__ __ /__ __ / __ __ __ __

month day year

(M0906) Discharge/Transfer/Death Date: Enter the date of the discharge, transfer, or death (at home) of the patient.

__ __ /__ __ / __ __ __ __

month day year


OASIS-B1 (1/2008) Draft 4/19/2007 15 Centers for Medicare & Medicaid Services

File Typeapplication/msword
AuthorCMS
Last Modified ByCMS
File Modified2007-05-01
File Created2007-05-01

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