Complete a Plan of Care (POC)


If all applicable fields within a SOC OASIS Assessment or a Recertification OASIS Assessment are completed, a Plan of Care will be automatically generated with all applicable data pre-populated.


Note: A ROC (Resumption of Care) will generate a POC only when it is completed in the last five days of an episode as it takes the place of the Recertification. Otherwise, an entirely new POC is not created, as only new orders are needed when a patient is resumed.


To manually complete a POC, it first has to be scheduled. You can do this in the Schedule Center. Go to the Schedule tab and choose the Schedule Center.

Schedule Center


Find the patient for whom the 485/POC is needed. Select the date to schedule the POC. You may also click on the Show Scheduler tab. Then choose the Orders/Care Plans tab and select the Plan of Treatment/Care task.

Find Patient


Choose the user to whom you want to assign the task.


Click Save to add the POC to the schedule. Now the Plan of Treatment/Care is scheduled and can be edited by clicking on the blue hyperlinked task name in the Schedule Center.

Schedule 485


My Schedule TasksMy Scheduled TasksNote: If returning to the POC at a later time, you can also find it on the Patient’s Chart (Go to the Patients tab, choose Patient’s Charts and find patient by name), or in My Scheduled Tasks found under the Home tab and the Schedule tab.



When filling out the Plan of Treatment/Care, the first page will contain information from the patient’s profile.

Plan of Care


As you scroll down, you will see the Medications section. To add new or change medication to the POC, click the Add/Edit Medications button.

Plan of Care Add Medications


Another window will pop up, click the + (plus) sign to add a new medication. A new blank line will populate for you to fill out with the medication information. Enter the start date for the medication, part of the medication name, and click Search.

Add Medications


This will pull a list of medications that start with the letters entered. Select the appropriate medication name and dosage to populate it to that field.

Add Medications


This will automatically trigger the Classification field. Selecting the desired classification will populate that field, as well.

Add Medications


Now, the Frequency and Route can be added.

Add Medications


Once all fields are completed and all new or changed medications have been added, select Insert, then select Save & Close to update the medication list. All medications from the medication profile will show in the Update Medication screen, but they can be removed after all new medications have been added and saved.


Note: if the POC is being created to accompany a Resumption of Care, only new or changed medications should be added to the POC. If you delete the medications from the update screen, it will delete them from the medication profile completely. Wait until the new additions have been saved, then delete the medications that were previously included in an active POC or for which new orders have already been obtained.


Example: the first Coumadin was included in the original 485 created for the episode. They need to be deleted after saving the changes to the medication profile as they are not new or changed. You can delete by selecting the row that is to be removed and click backspace on your keyboard or click the Add/Edit Medications button and update accordingly.

Add Medications


Only the new Coumadin will be included in the NEW POC.

Add Medications


Moving on to diagnosis in the POC, there are two ways to add these details (Principal, Surgical, or Other Pertinent).

Plan of Care



Principal Diagnosis1. Type in the ICD-9 (ICD-10 starting October 1, 2015) and select the correct option in the drop-down. Example: Atrial Fibrillation


2. Principal DiagnosisType in the ICD-9 (ICD-10 starting October 1, 2015) and select the correct option in the drop-down list. Example: I48.91


Either option will populate the description and code to the appropriate boxes. Onset/Exacerbation and applicable date can then be entered.


Once all necessary information has been entered into the POC in the corresponding fields, the document can then be saved for additional review and update, or if the clinician is done entering POC information, then he/she can enter his/her electronic signature and select Complete.

Plan of Care


You will receive a confirmation notification that your Plan of Care has been successfully saved.

Success Notification


The document should then be in a Completed (Pending QA) status for review and approval.

485 Plan of Care