Orientation for New WIC Applicants: wichealth.org OptionHow to run the wichealth.org Client Certificate Listing Report

When local agencies are unable to provide orientation to new WIC applicants in person, they may do so by instructing applicants to complete the Welcome to WIC: Shopping with Your California WIC Card lesson on wichealth.org. This step-by-step guide shows local agency staff how to check the completion of the orientation lesson by running the Client Certificate Listing Report. This report lists all participants who completed a lesson on a selected date. Staff have the option of viewing the certificate of completion for each individual participant by clicking on the WIC Family ID in the report.

Step 1:

Log in to the wichealth support site using your local agency log in information.

The website can be found here:https://www.wichealth.org/support

Once logged in, you will see the main page. From here you can either a) search for a participant individually by using their Family ID in the Client Search tile or b) run the Client Certificate Listing Report, in the Usage Statistics tile.

Step 2:

In this case, we want to see all lessons completed for a particular day, so we will click on the Usage Statistics tile.

CDPH WIC Program Welcome to WIC March 2020

Clicking on the Usage Statistics tile will bring you to the Stats Total Lesson Completions report.

Step 3:

In the top navigation bar, click on STATISTICS and toggle down to choose the CLIENT CERTIFICATE LISTING report.

Step 4:

In the date field provided, enter the date you want to search for.

Be sure to choose the correct time zone, state, and local agency name.

The report will default to all clinics in your local agency. If you want to limit your search to one clinic, choose the correct clinic using the toggle bar.

Then click “Update Report” and your report should generate. You may have to scroll down to see the data.

CDPH WIC Program Welcome to WIC March 2020

Step 5:

You should now have a report of all the participants who have completed wichealth lessons on a specific date.

Unfortunately, you cannot sort by lesson name. You will see all lessons completed that date.

You can export the data and save as a Microsoft excel file by clicking on Download Data, shown in the red box. Once in Excel, you can sort by Lesson Name to see only the Welcome to WIC lesson completions.*

Once you have verified completion of the online lesson, you are now ready to complete the remainder of the applicant’s phone certification appointment.

Reminder: the method and completed lesson name will auto populate in WIC WISE, so you will not need to document this again on the nutrition education screen.

*How to Sort the Excel sheet once downloaded:

Optional Step 6:

6a. Open the excel document.

CDPH WIC Program Welcome to WIC March 2020

6b. Expand the first three columns (WIC ID, Client, and Lesson) so you can see the content in each of the cells.

6c. Click on the “Lesson” cell.

6d. In the top navigation bar, choose Data, and click on filter. Arrows will show up on the top row of all the columns. This arrow will allow you to sort the data in the spreadsheet.

6e. Click “Select all” to remove the check marks on the list of lessons, then select the Welcome to WIC: Using Your California WIC Card lesson to sort and find all the applicants who have completed the orientation lesson. Note: If you do not see the orientation lesson in the list, then no one has completed the lesson for the specific date.

CDPH WIC Program Welcome to WIC March 2020