Certifications Due Report - CLN002 (PDF)

Program Management Reports
HuBERT Report Name: Certification Due Reports/Letters
Report Topics:
Frequency:
CLN002
Detail and Summary
Program Management
on demand
Access/Where to find:
HuBERT Reports Environment: Clinic
Description:
This report displays a list of participants who are enrolled at specified clinics and due for re-certification during the time frame selected. The detail report lists each
member that meets the criteria, sorted by due date, then by last name, first name and middle initial. The household ID, state WIC ID, name, mailing address, phone number (Telephone 1),
Termination Date and Termination Reason are displayed in the detail report. The summary reports displays the count for each clinic/agency by WIC Type.
Criteria and Filters:
• Participants must be due for certification in the timeframe selected.
• Participants must belong to the selected clinic.
• Participants who are eligible for recertification within the selected date range are included in the report, even if their current certification has been terminated.
• The report does not include those participants that are becoming categorically ineligible, i.e., breastfeeding and non-breastfeeding women, and children turning five.
• Agencies and clinics are suppressed if no participants meet the criteria for selection.
Some possible purposes for this report:
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.
• To get a list of participants who are due or overdue for recertification
Output Options:
• This report can be run by one or more clinics for the agency.
• Summary Report, Detail Report, or Official Notices can be selected. Minnesota does not use this Official Notice entitled “Letter of Ineligibility.”
• Select the Report to display on the screen, send directly to the chosen printer, save as a pdf, or save the raw data as spreadsheet.
Caution! Printing “Official Notices” or labels sends an automated print job to the printer and prints letters for every participant. Once started, users are unable to cancel this print job!
Also Compare to HuBERT Report:
None
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
1
FEBRUARY, 2014
Detail:
Clinic: If multiple clinics are selected, results for the next clinic will display for the same date
range after the first clinic is completed. There will be a page break between clinics/agencies.
If the participant has a certification due date within the selected dates
and was terminated, the terminated date and reason will display.
Conversely, if the participant is in a current certification which is coming
due within the selected dates, the “Terminated Date” and “Terminated
Reason” will be blank.
### - AGENCY NAME
### - ### CLINIC NAME
Minnesota certifications run until the end of the month.
When you select dates, include the last day of the month, or the report will be blank for that month.
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
2
FEBRUARY, 2014
Summary:
REPORT USER
### - AGENCY NAME
### - ### CLINIC A
### - ### CLINIC B
Minnesota certifications run until the end of the month.
When you select dates, include the last day of the month, or the report will be blank for that month.
Participants who are eligible to be recertified are counted in this report in the last WIC Category for which they were certified. The following are becoming categorically
ineligible for one category, yet they may still eligible to be recertified as another WIC Type:
• Pregnant women (P) are eligible to be recertified as postpartum (B or N) ; and
• Infants (I) are eligible to be recertified as Children (C).
Breastfeeding women (B) are certified in MN for one year and then become categorically ineligible. (This report is designed to be flexible enough to allow use by other states
who certify breastfeeding women for a different timeframe (six months).
“Non-Breastfeeding” women (N) are not eligible for recertification and N/A is displayed.
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
3
FEBRUARY, 2014
Spreadsheet: displays the same data for either the Detail or Summary report
Minnesota certifications run until the end of the month.
When you select dates, include the last day of the month, or the report will be blank for that month.
If the participant has a certification due date within the selected dates and was terminated, the
terminated date and reason will display.
Conversely, if the participant is in a current certification, these cells will be blank.
MINNESOTA DEPARTMENT OF HEALTH, WIC PROGRAM
4
FEBRUARY, 2014