Initial Contact - CLN040 (PDF)

Program Management Reports
HuBERT Report Name: Initial Contacts Report CLN040
Report Topics: Program Management
Frequency:
On Demand
Access/Where to find: HuBERT Reports Environments: Clinic, State Office, and Central Administrative Site (CAS)
Description:
This report displays a list of participants who have an initial contact date within the selected date range.
Criteria and Filters:
•
•
•
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Participants have an initial contact date during the time frame selected.
The CAS and Clinic Reports environments allow users to choose to display one or more of the clinics of the local agency to which they are logged in.
If the user is logged into the State Reports environment, additional selection criteria are made available (Clinic, Agency, Grantee, or State).
Weekends are counted as days in this report, even if the clinic is closed.
Some possible purposes for this report:
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To help assess and evaluate timely responsiveness to MN WIC participants’ health care needs.
To help assess regulatory requirements around processing standards. [7 CFR 246.7(f)(2) and MOM Section 3.2]
Caution! Due to the 12-hour delay when in the Reports Environment, this report only provides clinic activity up to and including the previous day, but not including
the current day’s activities.
Output Options:
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This report can be run by one or more WIC Categories.
Select the report to display on the screen, send directly to the chosen printer, save as a pdf, or save as a spreadsheet.
Also Compare to HuBERT Report:
None
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
(Note: “Initial Certification Processing Standards Report” (CLN028) is obsolete.)
1
JULY 2014
Report and Calculations: The following items (A. B. C.) describe how calculations are done for the “Processing Standard Number of Days” column.
A. The “Initial Contact Date” is subtracted from the “First Appt Offered Date” to obtain the “Processing Standard Number of Days.” If an appointment is offered the same
day, “0” displays.
REPORT
REPORTUSER
USER
Each combination of
Agency/ Clinic/ WIC
Category chosen will
start a new page.
### - Agency
### - Clinic
Displays the result of the “Migrant at Initial Contact” checkbox from the Initial Contact dialog
REPORT USER
### - Agency
### - Clinic
B.
If no “First Appt Offered Date” is recorded, the “Initial Contact Date” is subtracted from the “Certification Effective Date” to
obtain the “Processing Standard Number of Days.”
12/15/2013
UNKNOWN
C.
If both of the “First Appt Offered Date” and the current “Certification Effective Date” are blank, "Unknown" is displayed for the “Processing Standard Number of Days.”
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
2
JULY 2014
Spreadsheet (Output shown is from the State Office environment, when “Report by: State” is selected)
The Excel spreadsheet option could be used to reformat the data. Fields displayed in this spreadsheet are used to generate the outputs and will not necessarily display on the report.
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
3
JULY 2014