Typically referral records, physician documentation, OASIS information, and any supporting clinical or medication records. The more complete the documentation, the more accurate and consistent the coding can be.

Typically referral records, physician documentation, OASIS information, and any supporting clinical or medication records. The more complete the documentation, the more accurate and consistent the coding can be.
OASIS information is reviewed alongside the clinical record to support diagnosis selection and check for consistency, but coding is based on the documentation as a whole rather than the OASIS alone.
Coding is completed under physician-led (MD) oversight. Diagnoses are reviewed for documentation support, sequencing, and alignment with the home health plan of care before the record is returned to your team.
No. We prepare the fill-in draft and review it; final review, approval, dating, and signature always remain with the agency’s authorized licensed clinician.
Typically the OASIS, physician orders, referral and clinical documentation, and any supporting records. More complete documentation supports a more consistent draft.
Under MD-led oversight, the draft is checked against the OASIS and clinical record for diagnosis support, order consistency, and documentation alignment.
No. We provide review findings and correction recommendations; the licensed clinician makes any final changes and approves the assessment.
The OASIS assessment plus supporting clinical and referral documentation. More complete records support a more thorough review.
Inconsistencies between the OASIS and the clinical record, unclear or missing documentation, and items that may need clinician follow-up.
No. We provide QA findings and correction recommendations; the licensed clinician and agency make any final corrections.
Referral records, physician documentation, OASIS, medication lists, and other supporting clinical records.
As clear QA findings with correction recommendations your team can act on before finalizing the chart.
Request a free consultation through our contact page or call (818) 836-1515. We will walk through your agency’s needs, case volume, and workflow, then set up a secure way to exchange documentation. Please do not send patient information through the contact form.
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