---
title: Completing Assessments With the Billiyo Clinical Application
description: How to complete assessments with Billiyo.
---
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# Completing Assessments With the Billiyo Clinical Application
## How to complete assessments with Billiyo.
### Completing Assessments With the Clinical App
**Assessments are only available via scheduling.**
In order to access an Assessment, the schedule must be assigned to you with the appropriate **Skilled Assessment**.
As of April 1st 2026, All Oasis Assessments must be scheduled as OASIS E2.
An Assessment can be scheduled by the Back office Staff via the **Billiyo Web Portal**.
To Learn More about Back Office Scheduling, Please Visit Our Page: [Scheduling](https://knowledge.billiyo.com/knowledge/new-scheduling?hsLang=en)
Or if the clinician has the **Qualified Professional Enhanced Role**, they can create the schedule themselves via the **Billiyo Clinical Application**.
**Navigation**: To **Schedule an Assessment** Via the Clinical Application. Click on the 3 dots at the top Right of the Screen, then **Click on the Plus Sign**.
**Navigation**: To **Access the Assessment Go to the Dashboard**, **Tap the Assessment** you want to work and **Click Clock in**.
In order to Have an Assessment **Save**, you only have to **Identify your Patient** on the First Page of the Assessment, then your Assessment will Auto Save and the Assessment can be Left in progress as you leave the Assessment to take care of other responsibilities.
Simply Choose **Two Points of Identify Verification**, then the Assessment is Saved for Access.
If you leave the Assessment but remain Clocked in to the Schedule, the Assessment is Accessible via the **Clipboard Icon**.
**Navigation**: Simply **Tap the Icon** to be taken back to the Assessment.
Now you can continue your documentation.
**Navigation**: To Toggle to a Different Section of the Assessment, or View the Sections that are Completed, or still need to be Completed, click the **Gray Caret Icon** on the Right Side of the Screen.
This action will open the **Sections of the Assessment**.
**Tap** on the **Section** that you would like to View, Edit or Complete.
In the Clinical Application, Nurses and Therapists Completing OASIS Assessments can Easily Identify the Questions that will affect **PDGM**.
These Questions will have **Green Text**.
Failing to Select the at least two patient Identifiers will result in loss of the Assessment all together and when you Clock Out Billiyo will let you know there is No Assessment Associated with the schedule. This can happen when the User hits Clock In but then leaves the application all together.
If you have Clocked out of the Schedule, not to worry, as long as you have chosen at least Two Patient Identifiers within the Assessment, you can Access the Assessment in the **Clinical Tab**.
To **Mark the Assessment for Completion,** Click on the **Check Mark** at the Top Right of the Screen.
The System will ask you if you would like to Share the Assessment with the Back Office.
If No is chosen you will be taken back to the Assessment.
If Yes is Chosen the Assessment will be shared with the Back Office for Review.
Once An Assessment is completed in the Billiyo Clinical Application and you as a User have Shared that Assessment with the Back Office. The QA QI team will Audit the Assessment. If **Errors** are found you will be Notified in the Clinical Application in the **More Tab**.
**Navigation**: To Fix these Errors Go over the the **Clinical Tab** of the Application and Click on **Clinical Assessment**.
Search for the Assessment which Errors were found. In Billiyo an Assessment remains able to be edited in the Application until the Back Office has Passed the Assessment through Audit.
The Assessment will be **Marked Red** if Errors were found during Audit.
To view the assessments and the lifecycle of the assessment go to **Clinical Tab** and **Click on Clinical Assessment**, and filter for the client or all clients.
You can also filter by Audit status and date range.
Note: Previously, we only displayed patients with statuses "Active" and "Pending Admission." We have now enabled the "Hold" status, so you should see the assessment in the list.
Here is a description of the Color Coding.
- **User has marked In-Progress:** Yellow
- **User has Marked for completion, and it is Pending Audit:** Light Blue
- **Passed Audit:** Green
- **Found Errors in Audit:** Red
- **Returned in Audit:** Yellow
- **Marked as Hold in Audit:** Yellow
- **Marked in Audit as Sent in Error/Inactivated:** Yellow
- **Marked in Audit as Non-submission:** Yellow
**Make your Corrections**.
You can now copy OASIS items from previous assessments by hitting the "Copy" icon to the top right of the page.
Once you are Satisfied that you have made all necessary **Corrections**, Click the **Check Mark** at the Top Right of the Screen to Share the Assessment with the Back Office.
In the Billiyo Clinical Application you will also see two more Icons within the Assessment at the top of the screen.
We have the **Default Icon** And the OASIS Validation Icon.
By Clicking on the Default Value Icon or the Refresh Symbol you are telling Billiyo to mark the Assessment with values that may have been updated in the Back Office since the last Save.
By Choosing the **OASIS Validation** Icon or the Icon with the Exclamation within a Shield, you have OASIS Validation on Demand.
Billiyo has a Bult in **OASIS Scrubber** to help identify any potential **OASIS Rejections**.
Once the Validation has been completed, click on the **Gray Caret** at the Right side of the Assessment to **View the Potential Error**.
The Section will be marked with a **Red Exclamation Icon**.
**Click on the Section** with the **Red Exclamation Icon** to be taken to the Section in which the potential error has occurred.
**Click on the Question** within the Assessment marked with **Validation Error Warning.** 
The Question will open up an you will see the R**eason** for the Identified **Validation Error**.
Make the Correction and **Save** with the **Gray Check Mark** at the to Right of the Screen.
Make sure to look for all OASIS Validation Errors and Correct every single one, then Save and Run the Validation again once More Until none Are Found.
In the Clinical Assessment List View, we will provide only the last 15 days of assessments at the time of login. However, if a user logged into the device more than a month ago, the system will display assessments from the past month on the mobile device. In order to revert an Assessment back to the application for the User to Complete or fix an assessment, you will need to Audit the Assessment and Mark it as "Found Errors". For More Information on Auditing an Assessment please visit our Page: [Auditing an Assessment](https://knowledge.billiyo.com/knowledge/auditing-an-assessment?hsLang=en)
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