1. CHANGING AND RETURNING eWIC BENEFITS Rev. 1/4/2012 11

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 2

3. 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

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. 4

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 5

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

7. Search for the patient’s household 7

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

9. On the Patient Menu, click Void Benefits 9

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

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

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

13. The health professional will search for the patient 13

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

15. On the Patient Menu, click Food Package Assignment 15

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

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

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

19. Search for the patient’s household 19

20. On the Member page, click Save & Issuance 20

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

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

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

24. 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

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 27

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

29. On the Patient Menu, click Void Benefits 29

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

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

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

33. The health professional will search for the patient 33

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

35. On the Patient Menu, click Food Package Assignment 35

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

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

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

39. Search for the patient’s household 39

40. On the Member page, click Save & Issuance 40

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

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

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

44. 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

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 47

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

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

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

51. Select the formula being returned in the Replacement Subcategory field 51

52. Enter clinic and proof of identification presented, and click Return Benefits 52

53. A message displays that benefits were successfully returned 53

54. Once the benefits have been returned, click Patient Menu 54

55. Step 2 Void Benefits Support Staff will void the existing benefits 55

56. On the Patient Menu, click Void Benefits 56

57. Check the months to void, select the void reason and click Void Benefits 57

58. After voiding benefits, a message displays that the issuances were successfully voided 58

59. Step 3 Assign a Food Package A health professional will assign the new food package 59

60. The health professional will search for the patient 60

61. When the search result is returned, click the Patient Menu icon 61

62. On the Patient Menu, click Food Package Assignment 62

63. On Food Package Assignment, select the new food package 63

64. Once the new food package has been selected, click Save 64

65. Step 4 Reissue Benefits Support Staff will issue benefits with the new food package 65

66. Search for the patient’s household 66

67. On the Member page, click Save & Issuance 67

68. Complete the Issuance Info (the issue date will be the same as the issue date for the voided benefits) 68

69. Click the box for the patient, select the number of months to issue and click Issue Benefits 69

70. Print the new issuance label and benefits list Give the benefits list to the patient 70

71. This completes Changing and Returning eWIC Benefits 71