Clinical Managers own clinical review tasks for the patients on their team. They review orders, plans of care, OASIS items, and clinical blockers before the work moves downstream.
The Clinical Manager owns the team of patients, not only their own discipline. If a therapy order needs a substantial correction, collaborate with the therapist instead of handing the task off only because it is therapy-related.
Tasks they own
Task | What it means |
Review Provider Order | Review the order description and each affected content tab before approval. |
Review Add-On Eval | Review the add-on evaluation and the order content generated from it. |
Review Plan of Care | Confirm the plan of care, visit frequencies, F2F alignment, and provider-facing PDF before completion. |
Review and Lock OASIS | Complete the OASIS review once validation issues are resolved and there are no outstanding clinician approvals. |
Review Eligible Face-to-Face Documents | Confirm the encounter documentation aligns with the visit note, plan of care, and OASIS. |
NOA Day 3 - Clinical Manager Action Needed | Resolve clinical blockers escalated by Billing. |
Documentation audit | Audit documentation for clinicians on the Clinical Manager's team. |
Orders, POCs, and add-on evals
Open these tasks from Tasks. The patient chart shows the record, but the review task is the working surface for approval.
When a Clinical Manager completes a review order, plan of care, or add-on eval task, their signature is added to the resulting order as the clinical manager cosign. For a verbal order, the signature line may show the provider order trail, the provider's agent, the field clinician, and the Clinical Manager cosign.
After approval, Medical Records owns sending, signature follow-up, and filing the signed document back to the chart.
OASIS review
Use the Review and Lock OASIS task to work the review. The OASIS dashboard is for tracking locked and unlocked assessments and for export or iQIES follow-up after the review is complete.
Do not lock an OASIS while clinician approvals are still outstanding. The lock gate is zero pending clinician approvals, no denied items needing action, and cleared validation issues.
If something goes wrong
The task is assigned to the wrong person. Set the assignee to Unassigned or select the Clinical Manager or agency-approved reviewer.
The order is visible on the patient chart but cannot be approved there. Open the review task from Tasks and approve from the task screen.
A clinical blocker is unclear. Escalate to the Clinical Director, DON, or ADON with the patient, task type, blocker, and deadline.