Chapter 20: Visit Forms
Chapter Overview
What You'll Learn:
- Major visit form types in Betasky (including Non-OASIS and specialty notes)
- How clinicians open a visit from My Schedules
- Soft alerts vs hard validation (OASIS only for soft alerts)
- AI Voice-to-Narrative on Skilled Nursing Visit
Text-only.
20.1 How Clinicians Open a Visit
- Sidebar Scheduling → My Schedules (
/dashboard/my-day). - On the day’s card: Start Visit, Continue Visit, or View Visit.
- Confirm check-in if prompted (Confirm Start Visit).
Full My Schedules / admission-packet gates: Chapter 24.
Billing-only: My Schedules is hidden.
20.2 Form Types You May See
Which form opens is driven by the visit type / associated form (Clinical Settings → Visit Types Library).
Skilled nursing / therapy / aide (implemented)
- SN Visit · LVN Visit · LPN Supervisory Visit
- SN Pediatric Visit · SN Pediatric Assessment
- HHA Visit · HHA Visit State Plan · HHA Supervisory Visit
- PT Visit · OT Visit · ST Visit · MSW Visit
HHA Care Plan is not a visit form. It is an episode document created/updated from assessments when HHA is ordered (Chapter 19).
Specialty notes (implemented)
- Wound Care Note
- IV Infusion Note
- Catheter Care Note
OASIS assessments
- Start of Care (SOC) · ROC · Recertification · Discharge · Transfer · Transfer Discharge · Death at Home
Non-OASIS track
- Non-OASIS Start of Care
- Non-OASIS Recertification
- Non-OASIS Discharge
Not fully implemented yet (may show “Coming Soon”)
- Communication Note
- Generic Supervisory Visit (use LPN Supervisory Visit or HHA Supervisory Visit instead)
20.3 Soft Alerts vs Errors
| Kind | Where |
|---|---|
| Clinical Plausibility Alerts (Non-Blocking) | OASIS assessments — chip {n} Clinical Alert(s) |
| Check for Errors / Validation Results | OASIS — Agency Required, HHA Care Plan Required, CMS Fatal, Warnings, soft clinical alerts |
| Non-OASIS | No OASIS soft-alert / CMS validator API — do not expect the same soft-alert pack |
Soft alerts do not by themselves mean “CMS Fatal.”
20.4 HHA Visits
HHA documentation requires an active HHA Care Plan (Chapter 19). Task statuses on the HHA visit follow the plan checklist (Not Done / Completed / Refused).
20.5 Medication Profile & Wound Flowsheet
These open from patient chart / visit toolbars as clinical worksheets — they are not OASIS M-items and are not CMS submission content (Chapters 16–17).
20.6 AI Voice-to-Narrative (SN Visit)
On Skilled Nursing Visit → Visit Narrative, clinicians can dictate notes instead of typing the full narrative.
Path
- Open the SN Visit form (web or mobile).
- In Visit Narrative, click Record Narrative (or Re-record if text already exists). Mobile label: AI Voice Recorder.
- Speak your notes (or use Type manually if the microphone is unavailable / denied).
- Review the transcript, then let AI organize it into a professional nursing narrative draft.
- Review Information to Review for gaps — the AI must not invent clinical findings you did not provide.
- Edit the draft as needed → Approve.
After Approve
- The narrative text fills Visit Narrative.
- The clinical document auto-saves so a refresh keeps the content.
- Status chip: AI draft (still editable).
- There is no separate Sign Narrative step on the AI narrative.
If your agency’s AI access is disabled by Betasky Super Admin, recording/formatting is blocked and the disable reason is shown.
Also on mobile SN Visit. Related: floating Beso assistant (Chapter 2), OASIS Clinical assist (Chapter 21).
20.7 Quick Checklist
- Correct form for the visit type
- Know OASIS vs Non-OASIS track
- OASIS: run Check for Errors before submit to QA
- Avoid scheduling placeholder forms (Communication Note / generic Supervisory Visit)
- Specialty notes available when scheduled
- SN Visit: optional Record Narrative → review → Approve (document auto-saves)