Reports Webinar (Powerpoint)

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Release 2.19 Reports Webinar
New and Revised
State Staff
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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)
WebEx Reminders
 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
Questions?
 Very informal webinar
 Please send CHAT questions or speak up at any time
during webinar
Reports Release Document
 On MDH WIC website
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Information for Local Agencies
HuBERT Information System
Software and Training
Software Release Documents
 HuBERT Release Document 2.19 Addendum - Reports
HuBERT Pre-defined Guidance
Documents
 Will provide for following reports
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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
Breastfeeding Duration –
No Longer Breastfeeding
OPR033 and OPR034
Information Provided
 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
Report Criteria
 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 Availability
 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)
Date Range
 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
Report Type
 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 Content
 Two different report output options
 Standard
 Healthy People Goals
 Determines how children grouped into Breastfeeding
Duration Age Categories
BF Duration Age Categories
 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
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
Unknown Race/Ethnicity
 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
Report Percentages
 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
Compare to Healthy People Goals
(Use Row A)
 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
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 B
 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 C
 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
Any Questions?
Breastfeeding Duration – No Longer Breastfeeding
Breastfeeding Duration –
Currently Breastfeeding
OPR035 and OPR036
Information Provided
 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
Report Criteria
 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 Availability
 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)
Date Range
 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?
Report Type
 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 Content
 Two different report output options
 Standard
 Healthy People Goals
 Determines Breastfeeding Duration Age Categories
 How participants are grouped in categories
BF Duration Age Categories
 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
Unknown Ethnicity/Race
 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
Total is off by one.
Total is off by nine.
172/1593 = 10.8%
43/586 = 7.3%
43/233 = 18.5 %
Partially Breastfeeding Terms
 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
Row A
 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 B
 Count
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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
3935/5066 = 77.67 %
Save Raw Data as Spreadsheet
 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
Any Questions?
Breastfeeding Duration – Currently Breastfeeding
Breastfeeding Initiation
OPR030
Do Not Use
 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
Usable in Future?
 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
Other Report Options
 WIC Reports and Data – Breastfeeding
 Statewide reports
 Maps
New Initiation/Duration Reports
 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
Other Report Options
 Summary Statistics Breastfeeding
 agencyeom on
FileZilla
 Minnesota Report
folders
Any Questions?
Breastfeeding Initiation – Do Not Use
Initial Contact
CLN040
Information Provided
 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
Report Criteria
 Participant belongs to agency/clinic
 Participant’s WIC category selected when report run
 Initial Contact date between From and To dates
Report Availability
 Reports Environment
 Clinic module
 State Office module
 Central Administrative Site
Date Range
 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
Processing Standards Calculation
 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
Any Questions?
Initial Contacts
Reported Participation List
CLD036
Information Provided
 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
Report Criteria
 Participant counted in EOM for specified month/year
 Information pulled from CASELOADCOUNT table,
including:
 ParticipationCYM
 RptdThisMonth = Y
 AgencyID and ServiceSiteID
Report Availability
 Reports Environment – State Office Module
Date Range
 Dependent on End-of-Month (EOM) process being
completed for desired report month
 Defaults to most recent month EOM completed
Any Questions?
Reported Participants List
Benefit Pick-up
CLN006
Information Provided
 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
Report Criteria
 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 Availability
 Reports Environment – Clinic Module
As of Date
 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
Report Alternative
 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
Infoview Report
 Report Title: Missed Nutrition Visit/Benefit Pick-up
 MN SHARED/Benefit Issuance folder
 Welcome to join Infoview pilot
Infoview Report
 Excludes participants not eligible to receive benefits
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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 Due
CLN002
Information Provided
 List of participants
 Certification End Date occurs during dates specified
 Eligible for subsequent certification (recert)
Report Criteria
 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 Availability
 Reports Environment – Clinic Module
Date Range
 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
Any Questions?
Certification Due
Participation vs. Enrollment
CLD029
Information Provided
 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
Report Criteria
 Criteria was not changed for this report
 Based on specified report month:
 Participation = in CASELOADCOUNT table
 Enrollment = in CASELOADCOUNTENROLLMENT table
 % Participation = Participation/Enrollment
Report Availability
 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
Date Range
 Dependent on End-0f-Month (EOM)
 Month/Year defaults to most recent completed EOM
 Only available for months in which EOM has been run
Breastfeeding Amounts
 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
100 – 86.3 = 13.7%
Any Questions?
Participation vs Enrollment Monthly
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