Infoview Report Revisions and Corrections

The following is a list of Infoview report templates that have been revised or corrected, the date of the most recent revision/correction, and how they they were revised/corrected. Reports are listed alphabetically based on the folder where they can be found.

Agency Management >> Audits/Chart Reviews

• CERTIFICATIONS COMPLETED BY ONE STAFF PERSON (SOD) (11/4/2024)
  • Staff ID changed to staff name.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.
• PARTICIPANTS FOR CHART AUDITS (10/22/2024)
  • Staff ID changed to staff name.
• PARTICIPANTS FOR CHART AUDITS (10/22/2024)
  • Staff ID changed to staff name.
• MCAs COMPLETED OR NOT AND BENEFITS ISSUED (11/14/2024)
  • Staff ID changed to staff name.
• WOMEN WITH UNLINKED OR ONE-WAY LINKED INFANTS (11/4/2024)
  • Staff ID changed to staff name.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.

Benefits

• MISSED NUTRITION VISITS BY LAST CLINIC ISSUED (10/23/2024)
  • The formula used to identify languages has become outdated resulting in the incorrect language displaying (ex: Braille instead of Dari). Revised the query to use the language description instead of using a formula.

Benefits >> Agency Manangement

• PARTICIPANTS ISSUE CVBs FOR $9, $11, or $16.50 (or $10, $12, $18) – BY AGENCY (11/12/2024)
  • Staff ID changed to staff name.

Food & Formula

• MEDICAL & CONDITION SPECIFIC PROTOCOL FORMULAS & STAFF WHO CREATED RX (11/12/2024)
  • Staff ID changed to staff name.
  • NOTE: Only tabs 1-3 were updated since tabs 4-6 (Condition Specific Protocol formulas) are obsolete.

High Risk

• HIGH RISK AT CERTS & MCAs BY STAFF (11/4/2024)
  • Staff ID changed to staff name.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.

Income

• PRESUMPTIVE ELIGIBILITY (10/29/2024)
  • The Createdttm is incorrectly updating in WINNIE. Changed from when the record was created to the screen date.
  • Staff ID changed to staff name.

Initial Contacts

• INCOMPLETE INITIAL CONTACTS (10/22/2024)
  • Staff ID changed to staff name.
• INITIAL CONTACT REQUIREMENTS NOT MET (10/14/2024)
  • Staff ID changed to staff name.
• INITIAL CONTACTS (11/20/2024)
  • Staff ID changed to staff name.

Notes

• NO NOTE WRITTEN FOR PARTICIPANTS ISSUED BENEFITS (11/5/2024)
  • Staff ID changed to staff name.
• NOTES BY SUBJECT (10/21/2024)
  • Staff ID changed to staff name.

Referrals

• NO RECORD OF SPECIFIED REFERRAL(S) (11/19/2024)
  • Staff ID changed to staff name.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.
  • MEMBER.Createdttm is incorrectly updating in WINNIE causing counts of New Certs and Recerts to be incorrect. Revised queries to use MIN(Certificationid) to identify New Certs.

Staff Management

• CERTS & MCAs COMPLETED BY SPECIFIED STAFF PERSON (9/24/2024)
  • Staff ID changed to staff name.
  • Changed WIC Type to the WIC Type at the time of the contact instead of their current WIC Type.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.
• DAILY STAFF PRODUCTIVITY (11/5/2024)
  • Corrected count in cross-tab tables.
  • Corrected display of staff names in Tab 1.
  • MEMBER.Createdttm is incorrectly updating in WINNIE causing counts of New Certs and Recerts to be incorrect. Revised queries to use MIN(Certificationid) to identify New Certs.
  • Staff ID changed to staff name.
• STAFF & CLINIC PRODUCTIVITY (11/12/2024)
  • Staff ID changed to staff name.
  • Removed the Daily Summary tabs from this report since the information is already available in the DAILY STAFF PRODUCTIVITY report.
  • Changed certifier to person who started the certification instead of whose signature was collected since no record exists if a signature isn't captured and staff can no longer change the certifier before collecting the signature in WINNIE.
  • MEMBER.Createdttm is incorrectly updating in WINNIE causing counts of New Certs and Recerts to be incorrect. Revised queries to use MIN(Certificationid) to identify New Certs.
  • Revised to include participant if benefits were issued within 3 days after the certification.
• STAFF IDS AND NAMES (10/21/2024)
  • Staff ID changed to staff name.