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CHANGING AND RETURNING eWIC BENEFITS

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

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CHANGING AND RETURNING eWIC BENEFITS

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  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

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