WIC Client Connect Training Webcast August 13, 2015 Richard - PDF document

8/18/2015 WIC Client Connect Training Webcast August 13, 2015 Richard Schneider, WIC System Management Specialist Data and System Management Section Dr. Kobra Eghtedary, Director Michigan WIC Program Michigan Department of Health & Human Services WIC Client Connect – Michigan’s Client Portal to WIC ! Final recommended modifications were implemented July 15 th E-Notice 2015-80 with clinic and client materials sent on July 30 th “WIC Client Connect – Michigan’s Client Portal to WIC!” “Preparing your clinics for WIC Client Connect” “WIC Client Connect User’s Manual” 1

8/18/2015 Requirements Team Project Lead : Dr. Kobra Eghtedary, WIC Data, Research & System Management Director Local Agency representation: Jenna Blamer, Public Health – Muskegon County WIC Kelly Conley, Central Michigan District Health Department WIC Elizabeth Ferrall, Intercare Community Health Network, WIC Program Bernadette Meads, Jackson County Health Department, WIC Michigan WIC State staff representation: Kathie Boynton, WIC System Administrator Joyce Bryant, WIC Public Health Consultant Heather Kahn, WIC Public Health Consultant Laurie Perrelli, WIC Nutrition Consultant Terri Riemenschneider, WIC Public Health Consultant Kevin Sarb, WIC Nutrition Consultant Rick Schneider, WIC System Management Specialist 3 Sigma Software Kamalesh Bandanadham, Project Manager Access WIC Client Connect at: www.michigan.gov/wiccc OR at the Michigan WIC website www.michigan.gov/wic Click on the “WIC Client Connect” link Why have WIC Client Connect? • Outreach to potentially eligible citizens • Increase client involvement in WIC • Provide pathway to collect up to date information from clients • Allow clients limited access to their information • Ability to request appointments for WIC clients • Decrease workload on clinic staff • Data entry from clients 2

8/18/2015 Components of WIC Client Connect • Public Portion • What is WIC? • Am I eligible for WIC? • WIC Clinics in my area • WIC Vendors in my area • WIC Resources Link • Help • Private Portion • Creating an account for an existing WIC Family • I am a WIC Client without a Client Connect website account • Create an account for a potentially WIC eligible Family • I already have a Client Connect web account to Login 3

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8/18/2015 Creating an account for an existing WIC Family • Process for creating an account for an existing WIC Family • What can be updated in WCC • View current certifications • View future appointments • View current benefits • Requesting an Appointment 11

8/18/2015 “How to set up a ‘WIC Client Connect’ account” flyer The following slides show the steps your WIC client will take to set up and use a WIC Client Connect account. WIC Client account setup • Client enters: • Authorized Person birth date • WIC Family # • WIC EBT card # • Email address • Client creates: • User ID • Password • Client answers: • Challenge questions • Spam block question 12

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8/18/2015 Receive email from wicclientconnect@michigan.gov 14

8/18/2015 WIC Family Home Page Certification information • Previous Appointments • Future Appointments • What you will need to bring to the clinic based on • appointment type Request an appointment • 15

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8/18/2015 WIC Client can update Family Info including : • Proxy • Address • Phone If the address is updated on this screen, a message will pop up asking about voter registration 17

8/18/2015 If the address is changed, and client declines to register to vote then the next time staff opens that client record in MI- WIC they will receive an alert to obtain a declination form. 18

8/18/2015 Requesting appointment for a current WIC Client 19

8/18/2015 Request an appointment screen Indicate who the appointment is for • Start and End dates for appointment search • Approximate time for appointment search • Clinic you would like to request the appointment at • (limited to 50 mile range) Additional notes for WIC Staff • 20

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8/18/2015 Creating an account for a potentially WIC eligible Family • Find out if they appear to be eligible for WIC • Set up a WIC Client Connect account • Schedule a certification Appointment • If clinic allows WCC appointments Am I eligible for Michigan WIC? Screened for eligibility by answering questions about: • Any family member that is eligible for WIC • Michigan residency • Adjunct Eligibility and Income 23

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8/18/2015 “Appears” to be eligible – we’ll come back to what happens “Next” in a moment “Appears” to be eligible – we’ll come back to what happens “Next” in a moment 28

8/18/2015 Setting up a WCC account – Non-WIC person that “appears” to be eligible: To create an account they will: • Enter their name, birthdate and an email address • Create a User ID and password • Answer challenge and Spam Block questions • Receive an email through which they will Activate the account 29

8/18/2015 Receive email from wicclientconnect@michigan.gov 30

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8/18/2015 Schedule an appointment • A non-WIC person that appears to be eligible per the “Am I Eligible” screening questions, can schedule themselves into a WIC Client Connect (WCC) certification appointment slot at the clinic • ONLY IF the local agency has decided to allow it If you decide to Not allow potential clients to schedule WCC appointments in your clinics No action is needed. If a client attempts to schedule a WCC appointment at your clinic, they will be directed to call the clinic to set up an appointment. If you decide to allow potential clients to schedule WCC appointments 1. Add the WCC appointment type to your Schedule template 2. Add the WCC appointment type to the auto-dialer 3. Monitor for WCC appointments that have been scheduled using the MI-WIC Clinic Appointment List report 4. An alert reminder will display in MI-WIC the day before the WCC appointment date 34

8/18/2015 For more details, reference the documents: • “Preparing your clinics for WIC Client Connect ‘Appointments’ feature” • “WIC Client Connect User’s Manual” Schedule an appointment ONLY IF the local agency has decided to allow it. To schedule an appointment they are required to enter: Name, birthdate, proxy information, address, family size, phone, migrant status, primary language, whether they are pregnant, breastfeeding or enrolling a child only, child’s name, birthdate, gender, foster status 35

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8/18/2015 • WCC appointment interfaces into MI-WIC schedule • MI-WIC will show an alert the day before a WCC appointment has been scheduled • LA can monitor for WCC appointments by using “Clinic Appointment List” report 37

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8/18/2015 Next Steps for WIC Client Connect • Advertise in your clinics • Flyer and account set up instructions • Media and publicity • WIC Client Connect Poster • To come…Focus group 41

8/18/2015 Thank You for all you do for WIC!!! Richard Schneider, MS WIC System Management Specialist WIC Program Michigan Department of Health and Human Services Voice: 517-241-3595 Email: schneiderr1@michigan.gov 42