Nutrition Education Management Evaluation Tools Record Review - PDF document

10/16/2020 Nutrition Education Management Evaluation Tools Record Review Training 1  Lesson Plans -Group Education -S elf-Directed Modules -Take Home Nutrition Ed 2 1

10/16/2020 Nutrition Ed Materials 3 List of S tate approved publications (No review of materials required by LA) 4 2

10/16/2020 Nutrition Ed Cont’ d 5 Education Mall/ S elf Directed Modules -How are topics offered? -Easy to understand, current, appropriate for client? -Is there Evaluation of client learning? -Behavior change based? 6 3

10/16/2020 Breastfeeding Education and S upport Breastpump Issuance -Education on Manual Expression? -Pump Assembly and Cleaning? -Milk Handling and S torage? -Documentation -Pump -Pump Release S igned! -Education 7 Breastfeeding Education and S upport Breastfeeding Peers -Client Centered? -Contact Documented? -Referral to IBCLC 8 4

10/16/2020 Interim Nutrition Ed Contact Observe Group or Individual education -Client Centered -Attainable goals -Interaction positive? -Evaluation? 9 Nutrition Counseling/ Care Plan Observation -Nutrition Assessment? -Client’s nutrition problem/ concern/ needs/ motivation -Client’s input - Intervention Plan • Identified Behavior Change/Goal(s) identified by client & RD • NE documented -Plan • Next Appt • Indicators to monitor and evaluate client progress toward goal 10 5

10/16/2020 Administration ME Tool 11 LA Required Procedures 1. Disaster Plan 2. Returned Formula (if donating) 3. Hematological Re-test 4. Immunization Policy 5. Nutrition Education Collaboration-Proj ect Fresh & MS UE 6. Homeless Facility Agreement 12 6

10/16/2020 Certification Timeframes 10/20 day report  Lists clients (Cert/PCert) who are scheduled outside of 10/20 day allowance  “ Y es” means that client was scheduled for this date at their request, even though “ sooner” appointments were available  “ No” means that clients were scheduled for this date because no sooner appointments were available  Initial appointment scheduled, if rescheduled, the client will still display on the list as over 10/ 20 day 13 13 10/20 day Report 14 7

10/16/2020 Returned Formula • S torage-Limited Access • Out of site of clients • Following LA Policy? • Logs completed and sent to S tate WIC • Replace returned formula with EBT benefits 15 16 8

10/16/2020 Breastfeeding Education, Promotion and Support Environment Training of staff Promotion and S upport of client Classes S upport Groups Peer Counselors After Hours availability of Peer counselor Breastpump Inventory 17 S taffing 18 9

10/16/2020 19 MI-WIC Policy 9.02A -Complete annually 20 10

10/16/2020 Dual Enrollment -Only WIC-WIC 21 Resolving Dual Enrollment -Do monthly 22 11

10/16/2020 Do Monthly Blank Page = Zero Dual Enrollments! 23 24 12

10/16/2020 Caseload Management Report - clinic/ reports/ caseload  Closeout participation should average 97% of base caseload  Closeout reported at end of 2 nd month  Jan reported March 5 th  Initial participation is participation for specified month at end of month  Jan reported Feb 5 th  Enrollment is current number of enrollees eligible for benefits 25 25 Single Cert Audit Requirements The WIC Coordinator or designee shall conduct an audit of: All infant formula fed (IFF/IBP) certification records 1. within 14 days of the certification And At Least 20% of a random sample 2. of the remaining records within 14 days of the certification Use Exhibit 9.03A, WIC S ingle Cert ifier Audit Tool, Exhibit 9.03B WIC S ingle Cert ifier Audit Tool Inst ruct ions and Exhibit 9.03C WIC S ingle Cert ifier Audit Evaluat ion Tool 26 13

10/16/2020 27 Policy 9.03A WIC Single Certifier Audit Tool RR: S ection 2 28 28 14

10/16/2020 RR: S ection 2 29 29 9.03C WIC Single Certifier Audit Evaluation Tool 30 15

10/16/2020 Lead Test Billing Report  Identifies clients who received lead testing in WIC  Assists in billing  Used in ME’s to determine Need to review budget for Funding sources for lead. 31 31 MIHP Billing Report  Lists clients who received MIHP services in WIC.  May assist WIC with Referrals/ follow-up  May assist in billing for MIHP 32 32 16

10/16/2020 Annual Review Every clinic -including subcontracts -Clinic safety, privacy, accessible, breastfeeding environment -” … And Justice For All” poster(s) -Appointment times -Formula storage & logs -EBT card security and logs 33 Annual Review cont’ d Each staff -Observations - Intake, Anthro, lab - Certs, evals, nutrition ed, HR counseling (RDs) -Record Review -Provide feedback 34 17

10/16/2020 35 High Risk Monitoring  Are all High Risk (HR) clients being referred?  Record Review  HR Record Review  Class III Formula clients  Appointments available in 30 days  Annually Review (minimally) 36 18

10/16/2020 OUTREACH/ CIVIL RIGHTS 37 Referrals -Info on Medicaid -Other health services Outreach - Annually public announce WIC eligibility Clinic locations and phone numbers Institutions-group homes, shelters, etc 38 19

10/16/2020 Civil Rights Non-Discrimination S tatement -Outreach materials -Website -WIC Newsletters -NE material-LA developed and mentions WIC -Current (10/ 15) 39 40 20

10/16/2020 “… And Justice for All” poster -Green -Dated 9/ 19 -Prominent place (minimum 1) 41 Racial/Ethnic -Complaints forwarded to US DA -Language availability -Families Count by Primary language -Materials -Bi-lingual staff 42 21

10/16/2020 Civil Rights Training -New staff (Upon Hire) -All staff annually -mihealth.org online course -Certificate & S core 43 Client Interviews - Reviewers complete -Do you have surveys, suggestion boxes, or ways of following up on client satisfaction? -Quality Assurance piece for health department 44 22

10/16/2020 Recordkeeping & Accountability Tool 45 45 EBT Bulk Card Security page 2 46 23

10/16/2020 47 47 EBT Daily Use Review 6 pages of EBT Card Issuance logs from various staff and for different time periods. Are logs completed, as required? (MI-WIC Policy 8.09 Michigan WIC Bridge Card Issuance) 48 48 24

10/16/2020 Do S ignature Forms & Authorized Person S ignatures match what was recorded in the logs? (MI-WIC Policy 8.08 Michigan WIC Bridge Card S ecurity ) 49 49 EBT Daily Use Cards S elect 10 random new card issuances (from different issuers and dates), review S IGNATURE FORMS and AUTHORIZED PERS ON S IGNATURES as recorded in MI-WIC to verify card issuance to the authorized person. (MI-WIC Policy 8.08 Michigan WIC Bridge Card S ecurity ) 50 50 25

10/16/2020 EBT Daily Use Cards MI-WIC: Clinic Module -> Miscellaneous -> Images 51 51 S ignature in MI-WIC should Match S ignature on Form Jan Jones Jan Jones 52 52 26

10/16/2020 EBT Card Security Limit Daily Use to 20-25 cards 53 53 EBT Card Security S ecure at end of day 54 54 27

10/16/2020 Certification/ Observation Tool 55 Evaluation: Scoring  Evaluate record using checklist, score each element  “+” met expectations/ policy  “0” did not meet expectations/ policy  “N/A” not applicable to record  S core or total each element -Frequent, infrequent or no errors? - Two or more is a CITATION for ME’s 56 56 28

10/16/2020 Clerk/CPA Observation Tools Quality Assurance Checklists to use in staff observations  Peer  S upervisor  Feedback to staff  Identify training needs RR: S ection 2 57 57 Quality Assurance for Lab and Anthro 58 29

10/16/2020 Quality Assurance for Lab and Anthro 59  Questions 60 30

10/16/2020 2021 Management Evaluations  Initially Remote MEs  Fillable Tools on Website 61 31