February 2016 #2 TO: All WIC Staff FROM: Operations Unit DATE: 2/10/2016 PAGES: 5 TIPS, GUIDANCE & BEST PRACTICES ............................................................................................................ 2 Training Computers .............................................................................................................................................. 2 Remove Certification if CGS Started for Incorrect Participants ........................................................................... 2 IDENTIFIED BUGS/ISSUES in HuBERT ........................................................................................................... 3 Pseudo-Certs Setting Reason Not Present to NULL and Removing Radio Button Display when Physical Presence is “N” (TTY-47) ....................................................................................................................................... 3 Mid-certification Assessment (MCA) Due Report Listing Participants Based on Agency where Certification Occurred, NOT Current Agency (TTY-46).............................................................................................................. 4 Risk Factor 201 Removed from Postpartum Woman's Record when Infant(s) Born from This Pregnancy Button Selected (TTY-45) ...................................................................................................................................... 4 REPORTS ..................................................................................................................................................... 5 New and Revised Infoview Report Templates ..................................................................................................... 5 HuBERT Hints #2 February 2016 Page | 1 TIPS, GUIDANCE & BEST PRACTICES Training Computers Please Return Unused Training Computers If your agency has a training computer that is not currently being used, please return it to CSC so that it may be provided to other agencies. In order to send it back to CSC, you will need to contact the Help Desk ([email protected] or 1.800.488.8799, 2, 2) and request a return shipping label. General Information about Training Computers Just a couple of notes: • Training computers are not shipped with usernames and passwords; you will need to contact the Help Desk to obtain the login information • The training database is not refreshed daily; it refreshed with each HuBERT release or every 6-8 weeks (whichever is a shorter time period). The last refresh was in December, 2015 and the next refresh will be in March 2016. Remove Certification if CGS Started for Incorrect Participants We appear to have a small number of records whereby a certification was started for a child over 5 years old and when the user realized they had started the CGS for the incorrect participant, the record was closed without first removing the certification. Note that the Certification Guided Script button is enabled for children over 5 years old. This is due to the fact that the maximum age for a child is set to 5 in our Business Rules, which allows us to be able to issue the last set of benefits to a 5 year old. However, because the maximum age is 5, a user could potentially start the CGS for a child up to the day before they turn 6 years old. When the CGS is started for a child over 5, the system removes the Termination Reason of Categorically Ineligible. This results in records where the child has been terminated and has a Termination Date but a reason is no longer associated with the terminated record. For example: This child’s fifth birthday was on 7/28/2010 and the system terminated him on 7/31/2015 for Categorical Ineligibility. If we open the Participant Folder, the CGS button is enabled. HuBERT Hints #2 February 2016 Page | 2 If the CGS is started and the certification is not removed, the Termination Reason is no longer associated with the terminated record. However, if we remove the certification, the information and records are retained. Please remember to always remove any incomplete certifications that have been started incorrectly. IDENTIFIED BUGS/ISSUES in HuBERT Pseudo-Certs Setting Reason Not Present to NULL and Removing Radio Button Display when Physical Presence is “N” (TTY-47) Description: When a pseudo-cert is created in the folder of a participant that has the No radio button and a Reason Not Present selected for Physically Present: HuBERT Hints #2 February 2016 Page | 3 the system is setting the Reason Not Present to NULL and no longer displaying the selected radio button. What You Should Do: If you select the No radio button for Physically Present during a certification, please document the reason you selected in a General Note with the Subject of Physical Presence Exception. This way, if a pseudo-cert is created that causes the system to set the selected reason to NULL, the reason will still be documented for that certification. Resolution: This has been added to the issues’ queue. Mid-certification Assessment (MCA) Due Report Listing Participants Based on Agency where Certification Occurred, NOT Current Agency (TTY-46) Description: When the HuBERT Mid-certification Assessment Due Report is run, the participants are being displayed based on the agency/clinic where they were certified. It should be displaying participants based on the agency/clinic where they currently belong. What You Should Do: We are currently developing an Infoview report template called DUE FOR CERTIFICATION, MID-CERTIFICATION ASSESSMENT OR NUTRITION VISIT, which can be used to identify participants due for an MCA. It will provide a list of participants, who currently belong to the specified agency, and are due for an MCA during a specified time period. It only includes participants that do not have a completed MCA and lists whether they have an appointment scheduled (the State WIC ID and name of participants that do not have a scheduled appointment display in red). This report should be available in the Infoview MN SHARED/PROGRAM MANAGEMENT folder by the end of this week. Resolution: This has been added to the issues’ queue. Risk Factor 201 Removed from Postpartum Woman's Record when Infant(s) Born from This Pregnancy Button Selected (TTY-45) Description: The system is removing Risk Factor 201 - Low Hemoglobin when the Infant(s) Born from This Pregnancy button is clicked on in a breastfeeding or non-breastfeeding woman's Health Information - Postpartum Info tab. This does not occur during the Certification Guided Script; only if clicked on once the certification has been completed. What You Should Do: The Infant(s) Born from This Pregnancy screen displays the same information that can be found in the linked infant's Health Information screen. In general, HuBERT users tend to update breastfeeding information, such as Breastfeeding Amount or Date Breastfeeding Verified, in the infant's folder. In order to avoid this issue, users should continue to always update this information in the infant's record. Resolution: This has been added to the issues’ queue. HuBERT Hints #2 February 2016 Page | 4 REPORTS New and Revised Infoview Report Templates The following new and revised Infoview Report Templates have been posted to the Infoview Public Folders/MN SHARED folders. Report Topic Name Description/Output Benefits & Redemption (also found in Mailing Labels) Participants Issued Benefits REVISION: Added Issued Time column (Revised 2.9.16) This report output provides a list and count of participants based on specified WIC Types who were issued benefits during a specified time period at a specified agency (or agencies). Guidance Document HuBERT Hints #2 February 2016 Page | 5
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