CHANGING AND RETURNING eWIC BENEFITS

1. CHANGING AND RETURNING eWIC BENEFITS Rev. 1/4/2012 1

2. Introduction This PowerPoint presents the steps for replacing eWIC formula benefits for three scenarios All patient names and patient data in this presentation are fictitious

3. Scenarios • Change benefits for a patient before any purchases have been made • Change benefits for a patient after purchases have been made and formula will not be returned • Change benefits for a patient after purchases have been made and unused formula has been returned

4. Scenario 1 Change benefits for a patient before any purchases have been made The patient’s benefits have been issued, but the formula is not the correct formula.

5. Steps For Changing Benefits Before Purchases • Void patient’s benefits – Support staff will void benefits • Change the food package – Health professional will assign a new food package • Reissue patient’s benefits – Support staff will issue new benefits

6. Step 1 Void Benefits Support Staff will void the existing benefits

7. Search for the patient’s household

8. On the Member page, check next to patient’s name and click Patient Menu

9. On the Patient Menu, click Void Benefits

10. Check the months to void, select the void reason, and click Void Benefits

11. After voiding benefits, a message displays that the issuances were successfully voided

12. Step 2 Assign a Food Package Ahealth professional will assign the new food package

13. The health professional will search for the patient

14. When the search result is returned, click the Patient Menu icon

15. On the Patient Menu, clickFood Package Assignment

16. On Food Package Assignment, select the new food package

17. Once the new food package has been selected, click Save

18. Step 3 Reissue Benefits Support Staff will issue benefits with the new food package

19. Search for the patient’s household

20. On the Member page, click Save & Issuance

21. Complete the Issuance Info (the issue date will be the same as the issue date for the voided benefits)

22. Click the box for the patient, select the number of months to issue and click Issue Benefits

23. Print the new issuance label and benefits list Give the benefits list to the patient

24. Scenario 2Change benefits for a patient after purchases have been made and formula is not returned The patient was issued Good Start 2 Gentle 22oz Powder and now needs Good Start Gentle 12.7oz Powder. No purchased formula is returned.

25. Steps For Changing Benefits After Purchases Have Been Made But Formula Is Not Returned Void patient’s benefits Support staff will void benefits Change the food package Health professional will assign a new food package Reissue patient’s benefits Support staff will issue new benefits 25

26. Step 1 Void Benefits Support Staff will void the existing benefits 26

27. Search for the patient’s household

28. On the Member page, check next to the patient’s name and click Patient Menu

29. On the Patient Menu, click Void Benefits

30. Check the months to void, select the void reason, and click Void Benefits

31. After voiding benefits, a message displays that the issuances were successfully voided

32. Step 2 Assign a Food Package Ahealth professional will assign the new food package 32

33. The health professional will search for the patient

34. When the search result is returned, click the Patient Menu icon

35. On the Patient Menu, clickFood Package Assignment

36. On Food Package Assignment, select the new food package

37. Once the new food package has been selected, click Save

38. Step 3 Reissue Benefits Support Staff will issue benefits with the new food package 38

39. Search for the patient’s household

40. On the Member page, click Save & Issuance

41. Complete the Issuance Info (the issue date will be the same as the issue date for the voided benefits)

42. Click the box for the patient, select the number of months to issue and click Issue Benefits

43. Print the new issuance label and benefits list Give the benefits list to the patient

44. Scenario 3Changing benefits for a patient after purchases have been made and unused formula is returned The patient was issued Good Start 2 Gentle 22oz Powder and now needs Good Start Gentle 12.7oz Powder. Two (2) 22oz cans are returned to be exchanged for 12.7oz powder.

45. Steps For Changing Benefits And Returning Purchased Formula Return purchased formula Support staff will enter quantity of returned formula Void patient’s benefits Support staff will void benefits Change the food package Health professional will assign a new food package Reissue patient’s benefits Support staff will issue new benefits 45

46. Step 1 Return Purchased Formula Support Staff will enter the quantity of purchased formula returned to the clinic 46

47. Search for the patient’s household

48. On the Member page, check next to the patient’s name and click Patient Menu

49. On the Patient Menu, click Inventory and/or replace purchased formula

50. Enter the number of cans returned in the Qty Returned field