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WINNIE PREP: CLEAN UP INCOMPLETE CERTS & MCAs IN HuBERT
Agencies can prepare for WINNIE by ensuring participants in HuBERT do not have incomplete certifications or Mid-certification Assessments (MCAs). Incomplete certifications cannot be completed in WINNIE if they were started in HuBERT. While MCAs started in HuBERT can be resolved in WINNIE, to ensure a smooth transition, we are encouraging all agencies to resolve both incomplete certs and MCAs in HuBERT.
Infoview Reports
There are two Infoview reports in the INFOVIEW TEMPLATES >> Agency Management >> Audits/Charts Review folder to assist with this task:
- INCOMPLETE CERTIFICATIONS
- INCOMPLETE MCAs
Agencies should run both these templates regularly now, and in the months prior to rollout, to ensure all incomplete certs and MCAs are resolved by the time your agency rolls out WINNIE.
Resolving Incomplete Certifications
Search for the participants that display in the report output and remove the incomplete cert by clicking on Certification >> Remove Incomplete Certification.
If the Remove Incomplete Certification option in the Certification menu is disabled, you can begin a new certification and stop the certification prior to entering any information. This will enable the Remove Incomplete Certification option and effectively remove the incomplete certification.
Once your agency transitions to WINNIE, any unresolved incomplete certifications will require assistance from the Help Desk and escalation to specific Help Desk staff since only a few are able to assist with removing certifications on the backend.
Resolving Incomplete MCAs
Search for the participants that display in the report output and remove the incomplete MCA by clicking on Certification >> Remove Mid-certification Assessment.
February 9, 2023, HuBERT Hints
Question: How should we correct an incomplete MCA if we receive a message regarding "bloodwork required" and don't know the blood value?
If this occurs, since you won't be able to end the MCA (by clicking the icon of a hand in front of a stop sign) without the blood value, you should Remove Mid-certification Assessment and write a note documenting why this was done. This way, when the participant comes back for their next recertification, they will be able to open the CGS without the risk of not being able to complete it, having to remove the cert, remove the MCA and start the recert over.
January 2017 HuBERT Hints #1/p>
Incomplete MCAs Can Cause Error when Trying to Complete CGS
We’ve had a number of Help Desk tickets recently whereby users are receiving a "No height/weight measurement contact was found for current certification attempt" error when reviewing the certification for errors.
This is the result of the MCA Guided Script (GS) not being completed correctly. In order for the MCA GS to be completed, and a Completed Date to be recorded to the database, you must click on the End Mid-certification Assessment icon (NOT the "door" icon which simply closes the MCA GS) once you are done with the MCA GS.
An Infoview report template, INCOMPLETE MCAs, has been developed to help identify participants that currently have a MCA GS that has been started and doesn't have a Completed Date (available in the INFOVIEW TEMPLATES >> Agency Management >> Audits/Chart Review folder).
Please note that when we ran this for all agencies in the state there were only 68 participants since May 1, 2016. However, the process for correcting this error once the certification has been started has multiple steps requiring the incomplete certification to be removed, the incomplete MCA to be removed, and then the CGS to be completed again [if necessary, steps for this are available on the Identified Issues with Current HuBERT Releases page in the What You Should Do section under the topic MCA GS and CGS Icons Active at Same Time (TMP-36)].
To avoid this extra work, we encourage you to proactively complete the MCAs for the participants listed in the report output. To do this, simply run the report, open the Participant Folder for participants listed on the report, open the MCA GS and click the End Mid-certification Assessment icon. The MCA Completed Date will display as the date you clicked on this icon.
Once the MCA has been completed correctly, you should document the actual Completed Date in a General Note with Mid-certification Assessment (MCA) as the subject. The actual Completed Date is the MCA Start Date (the date the MCA was started and would have been completed if completed correctly) on the report output.
December 2016 HuBERT Hints #1
- Use the Mid-certification Assessment Guided Script (MCA GS) for ALL Participants Certified for One Year
There appears to be some confusion about which participants the MCA GS should be used for since it was implemented at the same time as the one-year certification for children. The MCA GS should be used for all participants that are certified for one year who require a midcert, including: - Infants
- Children
- Breastfeeding Women
Any changes made to a participant’s record during a midcert should be performed in the MCA GS and NOT the participant folder. When changes are made and saved in the MCA GS, the system records both the date and staff ID. This information is then displayed in the Certification History tab.
- If the MCA GS is not completed for a midcert, the system will have no record that the midcert was ever completed, and the following will occur:
- The CPA Review alert reminding you that a midcert is due will continue to display
- The Midcert Completion date on the Participant List Show Details panel will not display
- The MCA Reports showing completed midcerts will not be correct
January 2014 HuBERT Hints #1
DO NOT Enter Anthropometric Measurements for Mid-certification Assessments (MCAs) into Participant Folder – Always Enter into MCA Guided Script (GS)
The system requires a blood record in order for the MCA GS to be completed. If blood is entered into the Participant Folder before the MCA GS is started, the system does not recognize the blood record and the MCA GS cannot be completed (this functions the same as entering a blood record into the Participant Folder before starting the Certification Guided Script).
- If you enter a blood record into the Participant Folder on the same date the MCA GS is started, the Add button is disabled in the Blood tab. If this occurs, in order to be able to complete the MCA GS, you will need to:
- Click on Height, Weight, and Blood in the MCA GS
- Click the Blood tab
- Click the Edit button
- Enter a different value or select a different option from the Reason Blood Work Was Not Collected (depending on whether you entered a value or selected from the drop-down when entering bloodwork into the Participant Folder)
- Click OK to save the edited record
- Click Close and you should receive the checkmark for the Height, Weight, and Blood section
- Click on Height, Weight, and Blood in the MCA GS
- Click the Blood tab
- Click the Edit button
- Re-enter the correct value or re-select the correct option from the drop-down
- Click the OK to save the correct edited record
- Click Close
In order to avoid having to do this, please only enter anthropometric measurements into the MCA GS if a participant is due for a MCA.
July 2013 HuBERT Hints #1
Risk Factors Assigned during Nutrition Assessment do Not Carry Forward in Pseudo-Certs Created by MCA
If risk factors are assigned during the Nutrition Assessment as part of the Certification Guided Script, and a Nutrition Assessment is completed as part of the Mid-certification Assessment (MCA) Guided Script, those risk factors will not carry forward if a pseudo-cert is created once the MCA has been completed. This is because the system only looks at the most recent Nutrition Assessment for risk factors when creating the pseudo-cert. Once a new Nutrition Assessment has been created, the system will only look to the new Nutrition Assessment for risk factors.
However, like all risk factors not carried forward by pseudo-certs, the original risk factors assigned at the cert's Nutrition Assessment will continue to display under the certification.