release 2.19 reports webinar

Release 2.19 Reports WebinarNew and Revised

Sarah Mallberg (Operations Unit Training Lead) Tami Matti (Operations Unit Software Lead) Pete King (Program Unit Consultant) Maggie Donohue (Nutrition Unit Consultant) Mary Johnson (Breastfeeding Coordinator) Linda Dech (Peer Breastfeeding Coordinator) Joni Geppert (WIC Epidemiologist) Carol Rowe (Operations Unit Supervisor)

State Staff

Use CHAT feature to send instant message to other attendees or to me

Please mute your phones (*6 to mute; #6 to un-mute) Do NOT put on HOLD Music/messages will play on audio conference

WebEx Reminders

Very informal webinar

Please send CHAT questions or speak up at any time during webinar

Questions?

On MDH WIC website Information for Local Agencies HuBERT Information System Software and Training Software Release Documents

HuBERT Release Document 2.19 Addendum - Reports

Reports Release Document

Will provide for following reports Breastfeeding Duration – No Longer Breastfeeding Breastfeeding Duration – Currently Breastfeeding Initial Contact Certification Due

Up-to-date versions already available for Benefit Pick-up Participation Vs. Enrollment Monthly

HuBERT Pre-defined Guidance Documents

Breastfeeding Duration – No Longer Breastfeeding

OPR033 and OPR034

Analysis of children between 14 and 24 months

Whether breastfed (initiation)

How long before stopped breastfeeding (duration)

Duration by race/ethnicity

Designed to be compared to Healthy People Goals

Information Provided

All children Age between 14 and 24 months as of last date of

selected report month (inclusive)

In one valid certification period Do not have to be in valid cert period at time report run Must belong to agency/clinic (cannot be purged)

Breastfed children Ever Breastfed = Yes

Date Breastfeeding Ended less than or equal to last date of selected report month

Report Criteria

Reports Environment Clinic module

Run for one or multiple clinics

Based on agency currently working in/have access to

State Office module Run for State, Grantee, Agency or Clinic(s)

Report Availability

Dependent on End-0f-Month (EOM) Month/Year defaults to most recent completed EOM

Only available for months in which EOM has been run

Dynamic information Updates report information for previous months each

time EOM run Transfers

Stop breastfeeding

Date Range

Report may be best utilized by Run report every month

Most recent month in which EOM has been completed

Save report each month Compare

Assess progress

Date Range

Detail Default

Breastfeeding duration and race/ethnicity

Summary report

Report Type

Summary Total count by breastfeeding duration Breastfeeding initiation information for all

children 12 to 24 months old Ever BF = Yes or No

Ever BF = Yes

Ever BF that stopped breastfeeding prior to cert

Ever BF = Unknown

Report Type

Two different report output options Standard Healthy People Goals

Determines how children grouped into Breastfeeding Duration Age Categories

Report Content

Determined by Child’s age when stopped breastfeeding

Calculated Using difference between Date Breastfeeding

Began and Date Breastfeeding Ended collected in Health Information

Same dates = 1 day category

BF Duration Age Categories

Standard Children counted in only

one age category

Healthy People Goals Children < 1 month old

when stopped BF counted in only one age category

Children > 1 month old when stopped BF counted in each applicable age category

BF Duration Age Categories

Counts of 14 to 24 month old children who currently belong to our agency, were breastfed at one time, and whose Breastfeeding End Date <= 1/31/2014 by ethnicity and race.

12 + 11 + 5 + 39 + 524 = 591

Result of VOCs

Don’t seem to display Report requires Ever Breastfed and Breastfeeding

End Date be completed in Health Information Not usually completed for VOCs

Documentation does not address Unknowns

Unknown Race/Ethnicity

Row total used as divisor

Provides percentage of children within same Ethnicity or Ethnicity/Race breastfed for duration

More interested in percentage of children of specified Ethnicity/Race based on total number of certified children 14 to 24 months breastfed for duration

Report Percentages

Row total used as divisor

Percentage of breastfed infants who breastfed for certain duration

Could be used to compare and assess breastfeeding stats within own agency as move forward through time Save report for future reference

Report Percentages

Report percentages not true comparison to Healthy People Goals

Healthy People Goals divisor uses total number of children certified Where Ever Breastfed = Yes or No

Row A Need to perform own calculations

Compare to Healthy People Goals (Use Row A)

Total number of ALL children

14 to 24 months old

Includes all Ever BF Yes and No

Included Ever BF Yes regardless of whether they stopped breastfeeding or not

Row A

Count of children 14 to 24 months old

Ever Breastfed = Yes

Regardless of whether stopped breastfeeding

Subset of Row A

Percentage Percent of children who initiated breastfeeding

Row B divided by Row A

Row B

Count of children 14 to 24 months old

Ever Breastfed = Yes

Stopped breastfeeding before their certification Breastfeeding Stopped Date < initial certification’s

CertEffectiveDate

Percentage Percent of children who stopped breastfeeding before their

cert who initiated breastfeeding

Row C divided by Row A

Row C

Any Questions?Breastfeeding Duration – No Longer

Breastfeeding

Breastfeeding Duration – Currently Breastfeeding

OPR035 and OPR036

State Office still exploring potential uses for this report

Very interested in ways in which your agency might choose to use them Appreciate hearing back from you Let us know how you use it

Information Provided

Essentially “prevalence” reports

Provide “snap-shot” of agency’s currently breastfeeding infants/children at this point in time Breastfeeding duration by Race/Ethnicity

Breastfeeding status

Breastfeeding initiation

Information Provided

Date of birth falls within specified FROM and TO months

In Health Information screen Ever Breastfed = Yes Currently Breastfeeding

Breastfeeding Now checkbox – infants

Breastfeeding beyond One Year - children

In valid certification period at time report run Infant or child Cannot have been terminated

Report Criteria

Reports Environment Clinic module

Run for one or multiple clinics

Based on agency currently working in/have access to

State Office module Run for State, Grantee, Agency or Clinic(s)

Report Availability

NOT based on end-of-month

Two years prior to, and including, current month

Report may be best utilized by Run report every month on similar date For previous year (ex: March 2013 – February

2014)

Save report each month – compare?

Date Range

Detail Default

Currently breastfeeding infants/children By Race/Ethnicity

Breastfeeding duration based on the participant’s current age

Summary report

Report Type

Summary Total count of currently breastfeeding

infants/children (born within specified date range) By current age/breastfeeding duration

Breastfeeding status (fully or partially)

Breastfeeding initiation Ever BF = Yes or No

Ever BF = Yes

Ever BF = Unknown

Report Type

Two different report output options Standard Healthy People Goals

Determines Breastfeeding Duration Age Categories

How participants are grouped in categories

Report Content

Determined by

Participant’s age at time report is run

Calculated using difference between Date Breastfeeding Began and current date

BF Duration Age Categories

Standard All are counted in only

one age category

Healthy People Goals infants < 1 month old

counted in only one age category

Infants/children > 1 month counted in each applicable age category

BF Duration Age Categories

No Unknown ethnicity/race row in report

Currently certified participants can be missing Not required for VOC

Appears report counts participants in row TOTAL NOT counted in any age categories for row Applies to both Ethnicity/Race TOTALS and

Breastfeeding Status TOTALS

Sum of columns in row MAY NOT equal row TOTAL

Unknown Ethnicity/Race

Total is off by one.

Total is off by nine.

172/1593 = 10.8%

43/586 = 7.3%

43/233 = 18.5 %

Different from our breastfeeding status terms

Based on amount of formula provided

Partially Breastfeeding <= Max Receiving less formula Mostly-breastfeeding

Partially Breastfeeding > Max Receiving more formula Some-breastfeeding

Partially Breastfeeding Terms

Total Infants Born in Date Range (Ever BF Y/N)

Count of ALL infants

Date of birth in specified date range

Either Yes or No selected for Ever Breastfed

Row A

Count Count of ALL infants Date of birth in specified date range Ever Breastfed = Yes Regardless of whether currently breastfeeding

Percentage

How many infants born in specified date range initiated breastfeeding

Row B divided by Row A

Row B

3935/5066 = 77.67 %

Saves as an Excel (xlsx) document

Data Dump Displays all data used to generate report May include some data that doesn’t actually

display on report output

Same regardless of Report Type or Report Content

Save Raw Data as Spreadsheet

Any Questions?Breastfeeding Duration – Currently

Breastfeeding

Breastfeeding InitiationOPR030

State Office has identified issue Requires participant to be certified in same

month as born

No way to use report without missing percentage of participants

Report not considered usable at this time

Do Not Use

Documented issue in contractor’s issue log

Approval process Higher priority

Only initiation report other states have available

Corrections will be included in future release

Usable in Future?

WIC Reports and Data – Breastfeeding

Statewide reports

Maps

Other Report Options

Initiation and Duration reports By Grantee

By Agency

By Race/Ethnicity

Available soon on agencygateway on FileZilla (FTP) Stored on FTP site due to data privacy

New Initiation/Duration Reports

Summary Statistics - Breastfeeding

agencyeom on FileZilla

Minnesota Report folders

Other Report Options

Any Questions?Breastfeeding Initiation – Do Not Use

Initial Contact CLN040

List of participant IDs with initial contact date during specified dates by WIC Type

Calculates number of days between initial contact date and first appointment offered or cert date

Information Provided

Participant belongs to agency/clinic Participant’s WIC category selected when

report run Initial Contact date between From and To

dates

Report Criteria

Reports Environment

Clinic module

State Office module

Central Administrative Site

Report Availability

Both the FROM and TO dates must be < current date

Won’t generate results for first appointment dates or cert dates prior to February 22, 2014 Date implemented Release 2.19 WIC Category and Migrant fields added to

Initial Contact – necessary for report

Date Range

Subtracts Initial Contact date from First Appointment Offered

If no First Appointment Offered date Subtracts Initial Contact date from Certification

Effective Date

If no First Appointment Offered or Cert Effective Date Displays Unknown

Processing Standards Calculation

Any Questions?Initial Contacts

Reported Participation ListCLD036

List of all participants included in participation count for specified month and year

Could be used to identify participants who received benefits for specified month/year By WIC Category

By Breastfeeding Amount

Information Provided

Participant counted in EOM for specified month/year

Information pulled from CASELOADCOUNT table, including: ParticipationCYM

RptdThisMonth = Y

AgencyID and ServiceSiteID

Report Criteria

Reports Environment – State Office Module

Report Availability

Dependent on End-of-Month (EOM) process being completed for desired report month

Defaults to most recent month EOM completed

Date Range

Any Questions?Reported Participants List

Benefit Pick-upCLN006

List of participants

Eligible to receive benefits

Haven’t yet picked up benefits

By date specified when running report

HuBERT Pre-Defined Guidance document available on MDH WIC website

Information Provided

Currently belongs to selected agency/clinic

Certification End Date greater than or equal to date specified in As of Date field

Last set’s Last Date to Use (LDTU) less than date specified in As of Date field

Participants can be terminated

Exclude participants that don’t receive food benefits

Report Criteria

Reports Environment – Clinic Module

Report Availability

Only one date is entered into As of Date field

Date must be greater than or equal to today’s date Entering current date provides list of

participants overdue for benefits

Entering a future date provides list of participants both overdue and due for benefit pickup

As of Date

Received feedback from number of agencies that report is much longer and “unmanageable” or “unusable”

Encourage you to take a look at participant in report since most may be eligible to receive benefits – increase your count!

Created an Infoview report that provides user more control over report output

Report Alternative

Report Title: Missed Nutrition Visit/Benefit Pick-up

MN SHARED/Benefit Issuance folder

Welcome to join Infoview pilot

Infoview Report

Infoview Report

Excludes participants not eligible to receive benefits Fully BF infants < 6 months old Some-BF women > 6 months postpartum Children over 5 Participants terminated for reason other than

Failure to Pick-up Participants determined ineligible

Displays most recent appointment scheduled

Any Questions?Benefit Pickup

Certification DueCLN002

List of participants

Certification End Date occurs during dates specified

Eligible for subsequent certification (recert)

Information Provided

Include participants

Currently belongs to selected agency/clinic

Certification End Date between dates specified (inclusive)

Current certification has been terminated

Report Criteria

Exclude participants becoming categorically ineligible

Children turning 5 years old

Breastfeeding women

Non-Breastfeeding women

Report Criteria

Reports Environment – Clinic Module

Report Availability

Participants are always DUE during time period entered into FROM and TO fields Entering dates before current date provides

list of participants overdue for certification

Entering dates after current date provides list of participants due for certification

Date Range

Any Questions?Certification Due

Participation vs. Enrollment

CLD029

Number of participants by WIC Type and breastfeeding amount Received benefits Enrolled Percent participation (show rate)

HuBERT Pre-Defined Guidance document available on MDH WIC website

Information Provided

Criteria was not changed for this report

Based on specified report month:

Participation = in CASELOADCOUNT table

Enrollment = in CASELOADCOUNTENROLLMENT table

% Participation = Participation/Enrollment

Report Criteria

Reports Environment Clinic Module

Clinics list added to provide ability to print for multiple clinics instead of just clinic currently working in

Note: Currently displays ALL clinics (Issue = TMP-119)

State Office Module Grantee radio button added

Report Availability

Dependent on End-0f-Month (EOM) Month/Year defaults to most recent completed

EOM

Only available for months in which EOM has been run

Date Range

Partially Breastfeeding <= Max MOSTLY-BF

Partially Breastfeeding > Max SOME-BF

Women FFF Breastfeeding woman with Amount Breastfeeding

equal to Non-Breastfeeding Infant and mom’s records not in sync Should be seeing fewer due to Release 2.17

enhancements

Breastfeeding Amounts

100 – 86.3 = 13.7%

Any Questions?Participation vs Enrollment Monthly