Re c ord Re vie w Re c ord Re vie w T T ra ining ra ining Qua - PDF document

Re c ord Re vie w Re c ord Re vie w T T ra ining ra ining ”Qua lity is ne ve r a n a c c ide nt; it is a lwa ys the re sult o f hig h inte ntio n, sinc e re e ffo rt, inte llig e nt dire c tio n a nd skillful e xe c utio n; it re pre se nts the wise c ho ic e o f ma ny a lte rnative s.” 1 Willia m A. F oste r 1 Introduc tions Introduc tions MDHHS/ WIC Sta ff T MDHHS/ WIC Sta ff T ra ine rs ra ine rs  Na nc y E  Na nc y E ric kso n, MS, RD ric kso n, MS, RD WIC Sta ff WIC Sta ff  Suze tte Da ly, RN  Suze tte Da ly, RN  Na me  Na me  T  T ina Hic ke y, BS ina Hic ke y, BS  T  T itle / Ro le itle / Ro le  Me ryl Smith, MS, RD  Me ryl Smith, MS, RD  Ag e nc y  Ag e nc y  Ye a rs in WI  Ye a rs in WI C C 2 2 1

Purpose Purpose  I  I mpro ve q ua lity WI mpro ve q ua lity WI C Se rvic e s C Se rvic e s  Ob ta in/ I  Ob ta in/ I mpro ve Skills in Cha rt Re vie ws mpro ve Skills in Cha rt Re vie ws  I  I de ntify a nd use MI de ntify a nd use MI WI WI C Re po rts fo r q ua lity C Re po rts fo r q ua lity a ssura nc e a ssura nc e 3 3 Re c ord Re vie w- Just the Be g inning Re c ord Re vie w- Just the Be g inning Quality Se rvic e s Sta ff – Clie nt I nte rac tio n Obse rvatio n Cha rt Re vie w 4 4 2

MI- WIC MI- WIC Re ports Re ports  fo r Manag e me nt  fo r Manag e me nt E E valuatio ns valuatio ns 5 5 Ac tive Re c ord Re vie w Ac tive Re c ord Re vie w 6 6 3

F F inding re c ords to e va lua te inding re c ords to e va lua te  I  I de ntify re po rt de ntify re po rt  Ge ne ra te re po rt fo r se le c te d pe rio d  Ge ne ra te re po rt fo r se le c te d pe rio d  Se le c t c lie nts (PBNI  Se le c t c lie nts (PBNI C) C)  Use c lie nts c urre ntly o n WI  Use c lie nts c urre ntly o n WI C a nd c e rtifie d C a nd c e rtifie d fo r a t le a st 5 mo nths, e spe c ia lly fo r NE fo r a t le a st 5 mo nths, e spe c ia lly fo r NE  BVT  BVT da te sho uld b e c urre nt da te sho uld b e c urre nt  Se le c t va rie d sta ff –unle ss yo u a re re vie wing ne w  Se le c t va rie d sta ff –unle ss yo u a re re vie wing ne w sta ff, the n se le c t re c o rds c o mple te d b y tha t pe rso n sta ff, the n se le c t re c o rds c o mple te d b y tha t pe rso n 7 7 Individua l sta ff or a ll Individua l sta ff or a ll 8 8 4

Clie nts by Clie nts by Ce rt E Ce rt E nd Da te nd Da te 9 9 L L e t’s jump into Re c ord Re vie w e t’s jump into Re c ord Re vie w T T ool… ool…  Wha t do e s this te ll us?  Wha t do e s this te ll us?  Nutritio n E  Nutritio n E duc a tio n E duc a tio n E va lua tio n va lua tio n  Re fe rra ls Pro vide d  Re fe rra ls Pro vide d  Bre a stfe e ding re fe rra l & suppo rt  Bre a stfe e ding re fe rra l & suppo rt  F  F o o d Pa c ka g e s/ Be ne fit I o o d Pa c ka g e s/ Be ne fit I ssua nc e ssua nc e 10 10 5

Ac tive Re c ord Re vie w Ac tive Re c ord Re vie w 11 11 Nutrition E Nutrition E duc a tion (NE duc a tion (NE ) ) E E va lua tion va lua tion  L  L e ng th o f c e rt pe rio d (in mo nths) e ng th o f c e rt pe rio d (in mo nths)  30 da y E  30 da y E xte nsio n? xte nsio n?  Numb e r NE  Numb e r NE Co nta c ts Re q uire d- 1/ q ua rte r Co nta c ts Re q uire d- 1/ q ua rte r  10-12 mo nth c e rt pe rio d-4 NE  10-12 mo nth c e rt pe rio d-4 NE Co nta c ts Co nta c ts  7-9 Mo nths -3 NE  7-9 Mo nths -3 NE  4-6 mo nths -2 NE  4-6 mo nths -2 NE  1-3 mo nths -1 NE  1-3 mo nths -1 NE 12 12 6

Nutrition E Nutrition E duc a tion: duc a tion: # Offe re d or Provide d # Offe re d or Provide d  Sc he dule d Nutritio n E  Sc he dule d Nutritio n E d d  I  I f NE f NE pla n sta te s E pla n sta te s E duc a tio n Ma ll duc a tio n Ma ll o r I o r I nte rne t, c o nstitute s o ffe r o f NE nte rne t, c o nstitute s o ffe r o f NE Nutrition Education Contact: One contact per date. Multiple NE Topics on ONE DATE is still ONE CONTACT. 13 13 Nutrition E Nutrition E duc a tion duc a tion  # mo nths o f c e rt  # mo nths o f c e rt  Ca lc ula te  Ca lc ula te e xpe c te d NE e xpe c te d NE  # NE  # NE re c e ive d re c e ive d  Did this me e t  Did this me e t re q uire me nts? re q uire me nts?  Co nte nt  Co nte nt Do c ume nta tio n Do c ume nta tio n c o mple te ? c o mple te ? 14 14 7

Nutrition E Nutrition E duc a tion duc a tion  # NE  # NE re c e ive d re c e ive d  Plus….  Plus…. 15 15 Nutrition E Nutrition E duc a tion duc a tion o Past Appointments o Offered o NE Plan o Did this meet requirements for the Infant? 16 16 8

17 17 Additiona l Info Additiona l Info 18 18 9

NE NE Pla n Me thod Pla n Me thod Doc ume nte d Doc ume nte d 19 19 NE NE Conte nt Doc ume nte d Conte nt Doc ume nte d 20 20 10

Pre vious Nutrition E Pre vious Nutrition E d Re vie we d d Re vie we d 21 21 NE NE Pla n Printe d Pla n Printe d 22 22 11

23 23 Re fe rra ls Re fe rra ls  E  E me rg e nc y F me rg e nc y F o o d o o d  MI  MI HP HP  I  I nfa nt o r Child Ca r nfa nt o r Child Ca r  He a lth I  He a lth I nsura nc e -MA nsura nc e -MA Se a ts Se a ts  De nta l  De nta l  Me nta l He a lth  Me nta l He a lth  BF  BF Pe e r Co unse lo r Pe e r Co unse lo r  Budg e t/ Me a l Pla nning  Budg e t/ Me a l Pla nning  Child Ca re  Child Ca re  Re g iste re d Die titia n  Re g iste re d Die titia n  E  E duc a tio n a nd Spe c ia l duc a tio n a nd Spe c ia l  L  L e a d e a d 24 Ne e ds Ne e ds  Pa re nting  Pa re nting 24 12

Re fe rra ls Re fe rra ls  5.1a Clie nt witho ut insura nc e re fe rre d to  5.1a Clie nt witho ut insura nc e re fe rre d to Me dic a id? Re fe r to Me dic a id if Not E Me dic a id? Re fe r to Me dic a id if Not E nrolle d nrolle d  5.1b Othe r re fe rra ls doc ume nte d, if a pplic a ble ?  5.1b Othe r re fe rra ls doc ume nte d, if a pplic a ble ?  Hig h Risk: NCRD o r No n-WI  Hig h Risk: NCRD o r No n-WI C RD, o r re fuse d C RD, o r re fuse d  PG/ I  PG/ I nfa nt: MI nfa nt: MI HP/ He a lthy Sta rt/ Nurse F HP/ He a lthy Sta rt/ Nurse F a mily a mily Pa rtne rship if a va ila ble Pa rtne rship if a va ila ble 25 25 Re fe rra ls ve rific a tion Re fe rra ls ve rific a tion 26 26 13

Wha t doe s Disc , Re f, a nd Cur… me a n? Wha t doe s Disc , Re f, a nd Cur… me a n? Disc = CPA discussed referral with client but client did not accept referral Ref = A referral was made for the client by selecting a Referral/ Community Resource Cur = Client is Currently 27 participating in program 27 6.5d Bre a stfe e ding re fe rra l 6.5d Bre a stfe e ding re fe rra l 28 28 14

Be ne fit Issua nc e , Be ne fit Issua nc e , Ce rt sta ff, I/ CE Ce rt sta ff, I/ CE VAL VAL  Ve rify c lie nt did no t re c e ive mo re tha n  Ve rify c lie nt did no t re c e ive mo re tha n 3 c omple te d months o f b e ne fits a t a time 3 c omple te d months o f b e ne fits a t a time  Ve rify c e rtific a tio n pe rfo rme d b y multiple sta ff o r  Ve rify c e rtific a tio n pe rfo rme d b y multiple sta ff o r a dditio na l ve rific a tio ns sc a nne d a dditio na l ve rific a tio ns sc a nne d (I (I ncome tab & ncome tab & Ce r Ce r t Comple te ) t Comple te )  Ve rify c lie nt c o mple te d/ sc he dule d fo r I  Ve rify c lie nt c o mple te d/ sc he dule d fo r I o r CE o r CE VAL VAL 29 29 8.1a Be ne fit issua nc e 8.1a Be ne fit issua nc e 30 30 15

Be ne fit Issua nc e c ont’d Be ne fit Issua nc e c ont’d 31 31 Ce rtific a tion Sta ff Ce rtific a tion Sta ff 32 32 16

5.3d I/ CE 5.3d I/ CE VAL VAL  Ve rify c lie nt  Ve rify c lie nt c o mple te s o r c o mple te s o r sc he dule d sc he dule d fo r I fo r I o r CE o r CE VAL VAL 33 33 7.2a F 7.2a F ood Pa c ka g e ood Pa c ka g e  F  F o o d pa c ka g e o o d pa c ka g e a ppro pria te fo r a ppro pria te fo r c a te g o ry o f c a te g o ry o f mo m a nd mo m a nd b a b y? b a b y? 34 34 17

7.2a F 7.2a F ood Pa c ka g e ood Pa c ka g e  2% Milk  2% Milk  C1-No te  C1-No te  C2-4 & PG  C2-4 & PG Risk Co de Risk Co de 35 35 2% Milk (C 1 12- 23 mos) 2% Milk (C 1 12- 23 mos) Crite ria fo r a c hild 12 - 23 months to Crite ria fo r a c hild 12 - 23 months to re c e ive 2% milk re c e ive 2% milk  HCP re c o mme nds 2% milk  HCP re c o mme nds 2% milk  Ove rwe ig ht o r obe sity is a c o nc e rn  Ove rwe ig ht o r obe sity is a c o nc e rn  F  F a mily History of obe sity a mily History of obe sity 2017 36 18