As of January 2020, for the OASIS D1, CMS has eliminated the online validation tool that was used to validate OASIS. OASIS can no longer be locked within the Edit screen or from the Build OASIS screen in the assessment.  Instead, the OASIS must be Reviewed and Validated successfully before you can lock the record. Here are the steps for completing and locking an OASIS:

     1. Enter the OASIS data from the OASIS screen or within the visit assessment. 

A) From the OASIS screen, click the Finish + Verify button to view errors.

B) From the Visits/Assessments Build OASIS screen, click the Review and Verify All Answers button. 

C) Fix errors within the assessment and rebuild the OASIS, if needed.

     2. From Barnestorm Office or POC, click the OASIS button, select the OASIS you want to lock, and then click the Review + Validate button.  This process will either use the iQIES or the Barnestorm process - depending on how your agency has it setup.  This needs the internet to connect and complete, so you must be online to complete this step of the process. 

     3. At this point one of the following will happen:

Using iQIES to validate your OASIS record

• The first pop up on the web page will be the security notice - click on Accept and Proceed 
• Click on Validate Assessments button
• Browse to C:\Barnestorm\Office if you are using Barnestorm Office or C:\Barnestorm\POC if you are using Point of Care, and select or double click the file An_OASIS_To_Be_Validated. The folder location may stayed saved for the next time you validate an OASIS.  If you switch back and forth from Office to POC then you will need to switch the location as well.
• Once you have uploaded your XML document, a record will generate with Record Accepted or Record Rejected and a list of errors
• If record was rejected: Go back to the Barnestorm software and click on Cancel. Make necessary changes and repeat the validation process.
• If record was accepted: Go back to the Barnestorm software and click on OK to indicate the OASIS was validated without errors. Verify a HIPPs code is showing up (if applicable) and click on the Lock button. 

Important Note: You'll need to upload the OASIS document right away.  Each time you select the Validate button it will override the XML document with the most recent OASIS you have selected.

Opting not to use the validation tool

• This process will only look for errors using Barnestorm ques (which also works when using the iQIES). 
• If errors found: A pop up will appear letting you know what the issue is. Ie. missing or invalid answers. Correct the errors using your agency's procedure.  Then select the Review + Validate button.
• If no errors found: Once you click on the Review + Valdiate button your OASIS will automatically become Locked. 

     4. Once the OASIS has successfully been validated, a date will appear in the Validated column of the OASIS screen. 

     5. Select the OASIS and click the Lock button to prepare the record for transmission.  

** Use Reports > Oasis > 13.05 OASIS Tracking to find OASIS that have not been validated/locked yet.