Use this timeline to see how a patient moves from referral to active care, order review, signature follow-up, billing, recertification, and discharge.
For each task, the timeline shows who owns it, when it appears, what the owner does, and what happens next. Field Clinician represents the discipline-specific field roles in this timeline.
Key points along the journey
F2F review and F2F obtain tasks do not block referral acceptance. At SOC, the clinician drafts the plan of care and OASIS with the visit.
A held POC releases the first 7 days of visits while collaboration and review continue. POC approval releases the entire episode of visits.
POC approval generates Review and Lock OASIS. OASIS recommendations show the original answer, recommended answer, and reason for change in the clinician app.
NOA work starts from the completed SOC visit. Discharge uses Discipline Discharge for add-on disciplines and Agency Discharge for the main discipline.
Hospitalization starts with a transfer order. Resumption starts with a resumption order after the agency is notified that the patient discharged from the hospital.