wic client connect presentation - events.mphi.org...microsoft powerpoint - wic client connect...

42
8/18/2015 1 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”

Upload: others

Post on 02-Aug-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

1

WIC Client Connect Training WebcastAugust 13, 2015

Richard Schneider, WIC System Management Specialist

Data and System Management SectionDr. Kobra Eghtedary, Director

Michigan WIC ProgramMichigan Department of Health & Human Services

WIC Client Connect – Michigan’s Client Portal to WIC!

Final recommended modifications were implemented July 15th

E-Notice 2015-80 with clinic and client materials sent on July 30th

“WIC Client Connect – Michigan’s Client Portal to WIC!”

“Preparing your clinics for WIC Client Connect”“WIC Client Connect User’s Manual”

Page 2: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

2

Requirements TeamProject 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

Page 3: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

3

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

Page 4: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

4

Page 5: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

5

Page 6: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

6

Page 7: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

7

Page 8: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

8

Page 9: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

9

Page 10: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

10

Page 11: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

11

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

Page 12: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

12

“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

Page 13: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

13

Page 14: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

14

Receive email from [email protected]

Page 15: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

15

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

Page 16: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

16

Page 17: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

17

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

Page 18: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

18

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.

Page 19: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

19

Requesting appointment for a current WIC Client

Page 20: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

20

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

Page 21: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

21

Page 22: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

22

Page 23: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

23

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

Page 24: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

24

Page 25: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

25

Page 26: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

26

Page 27: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

27

Page 28: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

28

“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

Page 29: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

29

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

Page 30: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

30

Receive email from [email protected]

Page 31: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

31

Page 32: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

32

Page 33: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

33

Page 34: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

34

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

Page 35: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

35

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

Page 36: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

36

Page 37: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

37

• 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

Page 38: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

38

Page 39: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

39

Page 40: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

40

Page 41: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

41

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

Page 42: WIC Client Connect Presentation - events.mphi.org...Microsoft PowerPoint - WIC Client Connect Presentation Author: kjolin Created Date: 8/18/2015 1:28:55 PM

8/18/2015

42

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: 517-241-3595Email: [email protected]