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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. - PowerPoint PPT Presentation
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CHANGING AND RETURNING eWIC
BENEFITS
Rev. 1/4/201211
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
2
Scenarios
1. Change benefits for a patient before any purchases have been made
2. Change benefits for a patient after purchases have been made and formula will not be returned
3. Change benefits for a patient after purchases have been made and unused formula has been returned
3
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.
4
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 benefits5
Step 1
Void Benefits
Support Staff will void the existing benefits
6
Search for the patient’s household
7
On the Member page, check next to patient’s name and click Patient Menu
8
On the Patient Menu, click Void Benefits
9
Check the months to void, select the void reason, and click Void Benefits
10
After voiding benefits, a message displays that the issuances were successfully voided
11
Step 2
Assign a Food Package
A health professional will assign the new food package
12
The health professional will search for the patient
13
When the search result is returned, click the Patient Menu icon
14
On the Patient Menu, clickFood Package Assignment
15
On Food Package Assignment, select the new food package
16
Once the new food package has been selected, click Save
17
Step 3
Reissue Benefits
Support Staff will issue benefits with the new food package
18
Search for the patient’s household
19
On the Member page, click Save & Issuance
20
Complete the Issuance Info (the issue date will be the same as the issue date for the
voided benefits)
21
Click the box for the patient, select the number of months to issue and click
Issue Benefits
22
Print the new issuance label and benefits list
Give the benefits list to the patient
23
Scenario 2
Change 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.
24
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 benefits2525
Step 1
Void Benefits
Support Staff will void the existing benefits
2626
Search for the patient’s household
27
On the Member page, check next to the patient’s name and click Patient Menu
28
On the Patient Menu, click Void Benefits
29
Check the months to void, select the void reason, and click Void Benefits
30
After voiding benefits, a message displays that the issuances were successfully voided
31
Step 2
Assign a Food Package
A health professional will assign the new food package
3232
The health professional will search for the patient
33
When the search result is returned, click the Patient Menu icon
34
On the Patient Menu, clickFood Package Assignment
35
On Food Package Assignment, select the new food package
36
Once the new food package has been selected, click Save
37
Step 3
Reissue Benefits
Support Staff will issue benefits with the new food package
3838
Search for the patient’s household
39
On the Member page, click Save & Issuance
40
Complete the Issuance Info (the issue date will be the same as the issue date for the
voided benefits)
41
Click the box for the patient, select the number of months to issue and click
Issue Benefits
42
Print the new issuance label and benefits list
Give the benefits list to the patient
43
Scenario 3
Changing 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.
44
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
4545
Step 1
Return Purchased Formula
Support Staff will enter the quantity of purchased formula returned to
the clinic
4646
Search for the patient’s household
47
On the Member page, check next to the patient’s name and click Patient Menu
48
On the Patient Menu, click Inventory and/or replace purchased formula
49
Enter the number of cans returned in the Qty Returned field
50
Select the formula being returned in the Replacement Subcategory field
51
Enter clinic and proof of identification presented, and click Return Benefits
52
A message displays that benefits were successfully returned
53
Once the benefits have been returned, click Patient Menu
54
Step 2
Void Benefits
Support Staff will void the existing benefits
5555
On the Patient Menu, click Void Benefits
56
Check the months to void, select the void reason and click Void Benefits
57
After voiding benefits, a message displays that the issuances were successfully voided
58
Step 3
Assign a Food Package
A health professional will assign the new food package
5959
The health professional will search for the patient
60
When the search result is returned, click the Patient Menu icon
61
On the Patient Menu, clickFood Package Assignment
62
On Food Package Assignment, select the new food package
63
Once the new food package has been selected, click Save
64
Step 4
Reissue Benefits
Support Staff will issue benefits with the new food package
6565
Search for the patient’s household
66
On the Member page, click Save & Issuance
67
Complete the Issuance Info (the issue date will be the same as the issue date for the
voided benefits)
68
Click the box for the patient, select the number of months to issue and click
Issue Benefits
69
Print the new issuance label and benefits list
Give the benefits list to the patient
70
This completes Changing
and Returning eWIC Benefits
7171
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