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

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

Feb 27, 2024 190 likes •408 views

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

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Re c ord Re vie w T ra ining Re c ord Re vie w T ra ining

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”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.”

Willia m A. F

  • ste r

Introduc tions Introduc tions

WIC Sta ff

 Na me  T itle / Ro le  Ag e nc y  Ye a rs in WI C

WIC Sta ff

 Na me  T itle / Ro le  Ag e nc y  Ye a rs in WI C

MDHHS/ WIC Sta ff T ra ine rs

Na nc y E ric kso n, MS, RD Suze tte Da ly, RN T ina Hic ke y, BS Me ryl Smith, MS, RD

MDHHS/ WIC Sta ff T ra ine rs

Na nc y E ric kso n, MS, RD Suze tte Da ly, RN T ina Hic ke y, BS Me ryl Smith, MS, RD

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1 2

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Purpose Purpose

 I mpro ve q ua lity WI C Se rvic e s  Ob ta in/ I mpro ve Skills in Cha rt Re vie ws  I de ntify a nd use MI WI C Re po rts fo r q ua lity a ssura nc e  I mpro ve q ua lity WI C Se rvic e s  Ob ta in/ I mpro ve Skills in Cha rt Re vie ws  I de ntify a nd use MI WI C Re po rts fo r q ua lity a ssura nc e

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Re c ord Re vie w- Just the Be g inning Re c ord Re vie w- Just the Be g inning

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Quality Se rvic e s Sta ff – Clie nt I nte rac tio n Obse rvatio n Cha rt Re vie w

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MI- WIC Re ports MI- WIC Re ports

 fo r Manag e me nt E valuatio ns  fo r Manag e me nt E valuatio ns

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Ac tive Re c ord Re vie w Ac tive Re c ord Re vie w

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F inding re c ords to e va lua te F inding re c ords to e va lua te

 I de ntify re po rt  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 C)  Use c lie nts c urre ntly o n WI 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  BVT 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 sta ff, the n se le c t re c o rds c o mple te d b y tha t pe rso n  I de ntify re po rt  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 C)  Use c lie nts c urre ntly o n WI 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  BVT 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 sta ff, the n se le c t re c o rds c o mple te d b y tha t pe rso n

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Individua l sta ff or a ll Individua l sta ff or a ll

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SLIDE 5

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Clie nts by Ce rt E nd Da te Clie nts by Ce rt E nd Da te L e t’s jump into Re c ord Re vie w T

  • ol…

L e t’s jump into Re c ord Re vie w T

  • ol…

Wha t do e s this te ll us?

Nutritio n E duc a tio n E va lua tio n Re fe rra ls Pro vide d Bre a stfe e ding re fe rra l & suppo rt F

  • o d Pa c ka g e s/ Be ne fit I

ssua nc e

Wha t do e s this te ll us?

Nutritio n E duc a tio n E va lua tio n Re fe rra ls Pro vide d Bre a stfe e ding re fe rra l & suppo rt F

  • o d Pa c ka g e s/ Be ne fit I

ssua nc e

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9 10

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Ac tive Re c ord Re vie w Ac tive Re c ord Re vie w

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Nutrition E duc a tion (NE ) E va lua tion Nutrition E duc a tion (NE ) E va lua tion

 L e ng th o f c e rt pe rio d (in mo nths)  30 da y E xte nsio n?  Numb e r NE 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 Co nta c ts  7-9 Mo nths -3 NE  4-6 mo nths -2 NE  1-3 mo nths -1 NE

 L e ng th o f c e rt pe rio d (in mo nths)  30 da y E xte nsio n?  Numb e r NE 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 Co nta c ts  7-9 Mo nths -3 NE  4-6 mo nths -2 NE  1-3 mo nths -1 NE

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11 12

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Nutrition E duc a tion: # Offe re d or Provide d Nutrition E duc a tion: # Offe re d or Provide d

Sc he dule d Nutritio n E d I f NE pla n sta te s E duc a tio n Ma ll

  • r I

nte rne t, c o nstitute s o ffe r o f NE Sc he dule d Nutritio n E d I f NE pla n sta te s E duc a tio n Ma ll

  • r I

nte rne t, c o nstitute s o ffe r o f NE

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Nutrition Education Contact: One contact per date. Multiple NE Topics on ONE DATE is still ONE CONTACT.

Nutrition E duc a tion Nutrition E duc a tion

 # mo nths o f c e rt  Ca lc ula te e xpe c te d NE  # NE re c e ive d  Did this me e t re q uire me nts?  Co nte nt Do c ume nta tio n c o mple te ?  # mo nths o f c e rt  Ca lc ula te e xpe c te d NE  # NE re c e ive d  Did this me e t re q uire me nts?  Co nte nt Do c ume nta tio n c o mple te ?

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Nutrition E duc a tion Nutrition E duc a tion

 # NE re c e ive d

Plus….

 # NE re c e ive d

Plus….

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Nutrition E duc a tion Nutrition E duc a tion

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  • Past Appointments
  • Offered
  • NE Plan
  • Did this meet

requirements for the Infant?

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SLIDE 9

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Additiona l Info Additiona l Info

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NE Pla n Me thod Doc ume nte d NE Pla n Me thod Doc ume nte d

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NE Conte nt Doc ume nte d NE Conte nt Doc ume nte d

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Pre vious Nutrition E d Re vie we d Pre vious Nutrition E d Re vie we d

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NE Pla n Printe d NE Pla n Printe d

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Re fe rra ls Re fe rra ls

 MI HP  He a lth I nsura nc e -MA  De nta l  BF Pe e r Co unse lo r  Child Ca re  E duc a tio n a nd Spe c ia l Ne e ds  MI HP  He a lth I nsura nc e -MA  De nta l  BF Pe e r Co unse lo r  Child Ca re  E duc a tio n a nd Spe c ia l Ne e ds  E me rg e nc y F

  • o d

 I nfa nt o r Child Ca r Se a ts  Me nta l He a lth  Budg e t/ Me a l Pla nning  Re g iste re d Die titia n  L e a d  Pa re nting  E me rg e nc y F

  • o d

 I nfa nt o r Child Ca r Se a ts  Me nta l He a lth  Budg e t/ Me a l Pla nning  Re g iste re d Die titia n  L e a d  Pa re nting

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Re fe rra ls Re fe rra ls

 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

nrolle d

 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 C RD, o r re fuse d PG/ I nfa nt: MI HP/ He a lthy Sta rt/ Nurse F a mily Pa rtne rship if a va ila ble  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

nrolle d

 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 C RD, o r re fuse d PG/ I nfa nt: MI HP/ He a lthy Sta rt/ Nurse F a mily Pa rtne rship if a va ila ble

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Re fe rra ls ve rific a tion Re fe rra ls ve rific a tion

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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 participating in program

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6.5d Bre a stfe e ding re fe rra l 6.5d Bre a stfe e ding re fe rra l

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Be ne fit Issua nc e , Ce rt sta ff, I/ CE VAL Be ne fit Issua nc e , Ce rt sta ff, I/ CE VAL

 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

 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

(I ncome tab & Ce r t Comple te )

 Ve rify c lie nt c o mple te d/ sc he dule d fo r I

  • r CE

VAL  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

 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

(I ncome tab & Ce r t Comple te )

 Ve rify c lie nt c o mple te d/ sc he dule d fo r I

  • r CE

VAL

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8.1a Be ne fit issua nc e 8.1a Be ne fit issua nc e

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Be ne fit Issua nc e c ont’d Be ne fit Issua nc e c ont’d

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Ce rtific a tion Sta ff Ce rtific a tion Sta ff

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5.3d I/ CE VAL 5.3d I/ CE VAL

 Ve rify c lie nt c o mple te s o r sc he dule d fo r I

  • r CE

VAL  Ve rify c lie nt c o mple te s o r sc he dule d fo r I

  • r CE

VAL

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7.2a F

  • od Pa c ka g e

7.2a F

  • od Pa c ka g e

 F

  • o d pa c ka g e

a ppro pria te fo r c a te g o ry o f mo m a nd b a b y?  F

  • o d pa c ka g e

a ppro pria te fo r c a te g o ry o f mo m a nd b a b y?

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7.2a F

  • od Pa c ka g e

7.2a F

  • od Pa c ka g e

 2% Milk C1-No te C2-4 & PG Risk Co de  2% Milk C1-No te C2-4 & PG Risk Co de

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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

re c e ive 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 F

a mily History of obe sity

Crite ria fo r a c hild 12 - 23 months to

re c e ive 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 F

a mily History of obe sity

2017

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Crite ria fo r a c hild 2 - 4 ye a rs old to re c e ive 2% milk

At- risk of unde rwe ig ht (103.02) Hig h- risk unde rwe ig ht

(103.01+♥)

Crite ria fo r a c hild 2 - 4 ye a rs old to re c e ive 2% milk

At- risk of unde rwe ig ht (103.02) Hig h- risk unde rwe ig ht

(103.01+♥)

2% Milk (C 2 –C 4) 2% Milk (C 2 –C 4)

2017

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2% Milk (PG, BE

, BP, NPP)

2% Milk (PG, BE

, BP, NPP)

Crite ria fo r a wo ma n to re c e ive 2% milk  Pre - pre g na nc y unde rwe ig ht (101)  Postpa rtum unde rwe ig ht (102)  L

  • w ma te rna l we ig ht g a in or

we ig ht loss during pre g na nc y (131+ ♥)

Crite ria fo r a wo ma n to re c e ive 2% milk  Pre - pre g na nc y unde rwe ig ht (101)  Postpa rtum unde rwe ig ht (102)  L

  • w ma te rna l we ig ht g a in or

we ig ht loss during pre g na nc y (131+ ♥)

2017

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Soy Be ve ra g e Soy Be ve ra g e

F

  • r Wome n: A pre fe re nc e

F

  • r Childre n: CPA c a n de te rmine

Crite ria & Doc ume nta tion

for Childre n:

  • Milk Alle rg y
  • L

a c to se I nto le ra nc e

  • Ve g e ta ria n/ Ve g a n Die t
  • Cultura l Pra c tic e (inc lude s re lig io us pra c tic e )

F

  • r Wome n: A pre fe re nc e

F

  • r Childre n: CPA c a n de te rmine

Crite ria & Doc ume nta tion

for Childre n:

  • Milk Alle rg y
  • L

a c to se I nto le ra nc e

  • Ve g e ta ria n/ Ve g a n Die t
  • Cultura l Pra c tic e (inc lude s re lig io us pra c tic e )

2017

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7.2b Bre a stfe e ding 7.2b Bre a stfe e ding

 Amo unt o f fo rmula a ppro pria te fo r c urre nt b re a stfe e ding do c ume nte d?  Amo unt o f fo rmula a ppro pria te fo r c urre nt b re a stfe e ding do c ume nte d?

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You’ve finishe d the Ac tive Re c ord Re vie w!! You’ve finishe d the Ac tive Re c ord Re vie w!!

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Now wha t? Now wha t?

 Onc e re vie w is c o mple te e va lua te wha t a re the c o nc e rns fro m the da ta …

 Are sta ff do ing we ll in a n a re a !  L a c k o f unde rsta nding o f po lic y?  Ne e d fo r tra ining ?  Assig ne d to a sta ff ro le (i.e ., print do c s)?

 Sha re re sults with sta ff  Onc e re vie w is c o mple te e va lua te wha t a re the c o nc e rns fro m the da ta …

 Are sta ff do ing we ll in a n a re a !  L a c k o f unde rsta nding o f po lic y?  Ne e d fo r tra ining ?  Assig ne d to a sta ff ro le (i.e ., print do c s)?

 Sha re re sults with sta ff

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