Special Supplemental Nutrition Program for Women, Infants and Children

Caseload Management Resources

The caseload management resource page is divided into three content sections: 1) General Caseload Information, Maintaining Caseload, and Building Caseload 2) Additional Tools 3) Summary of all Resources found on the page You can click on the PowerPoints under the left-hand side of each section to access the presentation or click on the links in the Job Aid section to access individual resources. Click below to access Introduction to Caseload, an Workday Learning training, as a refresher on the basics of caseload. Introduction to Caseload
Monitoring General Caseload Health
PowerPoint: Monitoring General Caseload Health		Job Aids: VIDEO: How to Run TWIST Reports Certified Caseload –12 Month History Report Participating Caseload –12 Month History Report Percent of Assigned Caseload –12 Month History Report Fiscal 101
Maintaining Caseload - Fixing the Leaks
PowerPoint: Maintaining Caseload - Fixing the Leaks		Job Aids: Participants with No Benefits Issued Register Percentage Not Receiving Benefits Report Register of Clients with Eligibility Pending End Cert Client Register – No Appointment Report Client Termination Register No Show Client Register Unfilled Appointment Report Daily Clinic Schedule Transaction Report VIDEO: Interview with an expert- Crook County VIDEO: Interview with an expert- Salud Local Agency

Increasing Caseload
PowerPoint: Assessing Clinic Environment and Practices slides		Job Aids: WIC Clinic Environment Observation Tools Local Agency Caseload Management Assessment Tool Sample Phone Survey VIDEO: Interview with an expert: Deschutes County Quality Improvement
PowerPoint: Using Outreach to Build Caseload slides		Job Aids: WIC and Healthcare Provider Toolkit (found at the middle of the linked page) WIC Outreach Planning Guide WIC Outreach Morsel Series
PowerPoint: Appointment Scheduling and Caseload slides		Job Aids: Action Plan to Evaluate Appointment Scheduler Transaction Report Projected Individual Appointment Requests Report Show Rate Reports Processing Standards Compliance Report TWIST Training Manual - Chapter 4, Section 3 Auto Scheduler Unable to Schedule Report
Additional Tools
Estimating Appointment Needs Performance Measures Tableau Reader Becky Seel -7/17/2018

Summary of all Resources Listed Above
VIDEOS	How to Run TWIST Reports How to use the ‘Auto Scheduler Unable to Schedule Report’ How to use the ‘Certified Caseload –12 Month History Report’ How to use the ‘Client Termination Register’ How to use the ‘Daily Clinic Schedule’ How to use the ‘End Cert Client Register –No AppointmentReport’ How to use the ‘No Show Client Register’ How to use the ‘Participants With No Benefits IssuedRegister’ How to use the ‘Participating Caseload –12 Month HistoryReport’ How to use the ‘Percentage Not Receiving Benefits Report’ How to use the ‘Percent of Assigned Caseload –12 MonthHistory Report’ How to use the ‘Processing Standards Compliance Report’ How to use the ‘Projected Individual Appointment RequestsReport’ How to use the ‘Register of Clients with Eligibility PendingReport’ How to use the ‘Transaction Report’ How to use the ‘Unfilled Appointment Report’ Interview with an expert- Crook County Interview with an expert- Salud Local Agency Interview with an expert- Deschutes County Quality Improvement
REPORT DESCRIPTIONS	Auto Scheduler Unable to Schedule Report Certified Caseload –12 Month History Report Client Termination Register Daily Clinic Schedule End Cert Client Register –No Appointment Report No Show Client Register Participants with No Benefits Issued Register Participating Caseload –12 Month History Report Percentage Not Receiving Benefits Report Percent of Assigned Caseload –12 Month History Report Processing Standards Compliance Report Projected Individual Appointment Requests Report Register of Clients with Eligibility Pending Report Show Rate Reports Transaction Report Unfilled Appointment Report
OTHER	Fiscal 101 Local Agency Caseload Management Assessment Tool