Chapter 11 Reports

11.0 INTRODUCTION
11.1 BCCP - FOXFIRE REPORTS
11.2 EI FOXFIRE REPORTS
11.3 WIC Participation by Priority and Category (HSPR0107)
11.4 WIC Education Summary (HSPR0108)
11.5 WIC Verification of Certification (VOC) (HSPR0112)
11.6 Food Instrument Log (HSPR0113)
11.7 Participant Master Record - WIC (HSPR0114)
11.8 WIC Medically Prescribed Formula (HSPR0116)
11.9 WIC Breastfeeding Initiation Report (HSPR0117)
11.10 WIC Breastfeeding Reasons Ceased (HSPR0118)
11.11 WIC Breastfeeding Follow-Up Report (HSPR0119)
11.12 WIC Breastfeeding Quality Assurance Report (HSPR0120)
11.13 Participant Master Record (HSPR0201)
11.14 Participant Medical Information (HSPR0202)
11.15 Participant Event History (HSPR0203)
11.16 Care Plan (HSPR0204)
11.17 Participant Case Notes Report (HSPR0205)
11.18 Participant Case/Program Detail (HSPR0206)
11.19 Assessment History (HSPR0207)
11.20 Family Health History Report (HSPR0208)
11.21 Participant CM Risk History Report (HSPR0209)
11.22 Participant Hemoglobin and Lead Information (HSPR0210)
11.23 Child Immunization Record (HSPR0301)
11.24 Needed Immunizations by Recommended Date (HSPR0302)
11.25 Summary of Immunizations for Monthly Accountability (HSPR0304)
11.26 Two Year Old Immunization Coverage Levels (HSPR0305)
11.27 Biologic Inventory Report (HSPR0306)
11.28 Immunization Mailing Labels by Recommended Date (HSPR0308)
11.29 Provider Immunization Activity (HSPR0309)
11.30 Clinic Immunization Activity (HSPR0310)
11.31 Upload Control Totals (HSPR0401)
11.32 Download Control Totals (HSPR0402)
11.33 Download Message Report (HSPR0404)
11.34 Laptops Currently Downloaded (HSPR0405)
11.35 Laptop Upload Exceptions Report (HSPR0406)
11.36 Beginning of Day Messages (HSPR0407)
11.37 Cornerstone Re-indexing Report (HSPR0408)
11.38 Potential Duplicate Participants Report (HSPR0409)
11.39 Edit Error Report (HSPR0410)
11.40 Update Error Report (HSPR0411)
11.41 Import Process - Potential Duplicate Participant Report (HSPR0412)
11.42 Tape Backup Report (HSPR0416)
11.43 Clinic Names & Addresses (HSPR0417)
11.44 Staff Time & Activity (HSPR0418)
11.45 CORNERSTONE INFORMED CONSENT FORM (HSPR0419)
11.46 Request for Removal of Access Rights Form (HSPR0420)
11.47 Agency Update Information (HSPR0421)
11.48 Cornerstone Equipment Theft/Loss Report (HSPR0422)
11.49 MCH Services Claiming Report (HSPR0423)
11.50 Group Schedule (HSPR0501)
11.51 Service Schedule (HSPR0502)
11.52 Class Schedule (HSPR0503)
11.53 Participant Schedule (HSPR0504)
11.54 Clinic Schedule (HSPR0505)
11.55 Staff Schedule (HSPR0506)
11.56 Ineligibility Mailing Register by Program (HSPR0601)
11.57 Participant Schedule by Service Mailing Register (HSPR0602)
11.58 Missed Food Instrument Pick-up Mailing Register (HSPR0603)
11.59 Ad Hoc Mailing Register (HSPR0604)
11.60 Upcoming Terminations (HSPR0605)
11.62 Participants by Program (HSPR0701)
11.63 Summary of New Participants by Program (HSPR0702)
11.64 Participant Referral (HSPR0704)
11.65 Participants with Expected Delivery Date This Month (HSPR0705)
11.66 Participants Who Have Delivered in the Current Month (HSPR0706)
11.67 Infants Who Will Turn 1 Year Old This Month (HSPR0707)
11.68 Summary of Participants Case Managed by Case Manager (HSPR0708)
11.69 Termination Report (HSPR0711)
11.70 Case Management Program Category Code Changes by Participant (HSPR0712)
11.71 Wait List Category and Priority (HSPR0713)
11.72 Referred from Report (HSPR0715)
11.73 WIC Breastfeeding Tracking Summary Report (HSPR0717)
11.74 WIC Breastfeeding Tracking Detail Report (HSPR0718)
11.75 Program Termination by Reason Code (HSPR0719)
11.76 participant List (HSPR0720)
11.77 Child List (HSPR0721)
11.78 Case Manager Activity Summary (HSPR0722)
11.79 Case Manager Activity Report (HSPR0723)
11.80 Case Finding List (HSPR0724)
11.81 DCFS Ward List (HSPR0727)
11.82 Births to Participants by Birth Weight (HSPR0728)
11.83 Medicaid Eligible List (HSPR0729)
11.84 Services by Provider (HSPR0730)
11.85 Provider Detail (HSPR0731)
11.86 Provider List by Type of Care (HSPR0732)
11.87 Alphabetic Provider List (HSPR0733)
11.88 Caseload Composition Report (HSPR0734)
11.89 Caseload Composition Detail Report (HSPR0734A)
11.90 Follow-up - Missed Planned Service Target Date (HSPR0736)
11.91 Missed Scheduled Appointments (HSPR0737)
11.92 Home Visits Needed (HSPR0738)
11.93 Face to Face Visits Needed (HSPR0739)
11.94 Past EDC Dates (HSPR0740)
11.95 No Participant Contact Within Maximum Time Limit (HSPR0741)
11.96 Upcoming Scheduled Appointments within the Next Five Working Days (HSPR0742)
11.97 Upcoming Terminations (HSPR0743)
11.98 Case Management Caseload Summary Report (HSPR0745)
11.99 Risk Factors for Intensive Prenatal Case Management (HSPR0746)
11.100 Family Case Management Participant Risk Report (HSPR0747)
Frequency
11.101 WIC Status of Case Management Not at Risk and At Risk Participants (HSPR0748)
11.102 Case Management Risk Override Report (HSPR0749)
11.103 Expanded Genetic Screening Tool Tracking Report (HSPR0760)
11.104 Summary participant Data Form Genetic Follow-up Report (HSPR0761)
11.105 Family Health History Summary Report (HSPR0762)
11.106 Genetic Services Educational Activity Report (HSPR0763)
11.107 Genetic Services Additional Information/County Report (HSPR0764)
11.108 EI Participant Enrollment Information Report (HSPR0770)
11.109 EI Authorized Provider Services Report (HSPR0771)
11.110 EI Pending Provider Services Report (HSPR0772)
11.111 EI Participant Follow-up Report (HSPR0773)
11.112 EI Initial Service Plan Due Report (HSPR0774)
11.113 EI Service Plan Report (HSPR0777)
11.114 EI Family Fee Report (HSPR0778)
11.115 BCCP - Summary of Services Rendered Report (HSPR0781)
11.116 BCCP - Detailed Procedure and Reimbursement Report (HSPR0783)
11.117 BCCP - Open Screening Cycle Follow-up Report (HSPR0785)
11.118 BCCP - Rescreening Reminder Report (HSPR0786)
11.119 BCCP - Detailed Procedures Results with No Bills (HSPR0787)
11.120 BCCP - Procedure Report (HSPR0788)
11.121 BCCP - Obligated Procedure Report (HSPR0789)
11.122 Summary of Current Participants by Prog/Stat/Age (HSPR0790)
11.123 Current DCFS Ward Provider Assignments (HSPR0791)
11.124 Caseload Summary Report (HSPR0792)
11.125 EI Caseload for Pending or Blank Determination Codes (HSPR0793)
11.126 EI Participant Insurance Report (HSPR0794)
11.128 BCCP - BCCP/BCCA Assessment History Report (HSPR0896)
11.129 BCCP - Summary Statistics Report (HSPR0897)
11.130 BCCP - Summary Statistics Report (HSPR0897C)

11.0 INTRODUCTION

This chapter presents information about Cornerstone reports that are available at the local level. For each report, the following information is given:

Overview - A brief description of the report, including its intended purpose;

Editable Fields - A table that gives the names of fields that must be completed on the On-Request Report Selection (RP01) screen, Reports Selection (Scheduling) (RP05) screen, Reports Selection (Mailing) (RP02) screen, or the Follow-Up Reporting (AD13) screen in order to generate the report. Also given is information about the format of the field, its type, and whether the field is mandatory or optional;

Frequency - The frequency with which this report should be generated;

If the layout of a report is needed, please call the Cornerstone Service Desk at (866) 791-4554 and a copy will be sent by either fax or email. For instructions on how to print or view a report, please refer to Chapter 10 under the respective report screen for instructions.

11.1 BCCP - FOXFIRE REPORTS

The following BCCP reports are not accessed from the regular Cornerstone menu, but are produced as ad hoc reports using Foxfire. A description of each report and instructions for running the reports are included in Appendix G User Procedures for Standard Reports Using FoxFire.

Rescreening Rate Report (BCCPRSRR)
Breast Rescreening Rate Summary Report (BCCPBCSR)
Cervical Rescreening Rate Summary Report (BCCPCCSR)
BCCP Initial Screening Report by Date Range (BCCPISCR)
BCCP Rescreening Report by Date Range (BCCPRSCR)
BCCP Initial Screening List by Date Range (BCCPISCL)
BCCP Rescreening List by Date Range (BCCPRSCL)
BCCP Screening List - All Records (BCCPASCL)

11.2 EI FOXFIRE REPORTS

The following report is not accessed from the regular Cornerstone menu, but is produced as an ad hoc report using FoxFire. A description of the report and instructions for running the report are included in Appendix G User Procedures for Standard Reports Using FoxFire.

EI Summary Of Eligibility Determinations Report (HSPR0776)

11.3 WIC Participation by Priority and Category (HSPR0107)

Overview

This report produces a list of participants enrolled in the WIC program, as indicated by the receipt of food instruments (FIs) at each priority level. The participants are divided into the following categories: pregnant, breastfeeding, not breastfeeding, infants, and children.

The report runs automatically as well as manually. Please see Frequency below for more information. The only records processed are those where the FI issue date falls within the date range specified.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the end of day process on the 2nd of the month for the previous month OR may be run as needed from the On-Request Report Selection (RP01) screen with the start and end dates that are specified by the user.

11.4 WIC Education Summary (HSPR0108)

Overview

This report produces a summary of participant education during the requested reporting period. The report shows the number of participants by category that attended individual and/or group education sessions. It also shows the number of participants, by category, who were active and certified during the date range specified.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the end of day process on the 2nd of the month for the previous month OR may be run as needed from the On-Request Report Selection (RP01) screen with the start and end dates that are specified by the user.

11.5 WIC Verification of Certification (VOC) (HSPR0112)

Overview

This report provides participant verification of certification for those participants transferring out of state.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Group ID / Participant ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run manually as needed or required.

11.6 Food Instrument Log (HSPR0113)

Overview

This report provides a record of all food instrument (FI) obligations uploaded from the clinic site to the Central Office. A record is shown for each FI issued, voided, or re-issued during a given period. Gaps in sequence numbers are reported to help identify FIs that were numbered incorrectly.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report runs automatically during the daily end of day process. When the report is run automatically, the reporting period is the time from the last end of day to the present. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates. When running the report for the current day, the reporting period will be from the last end of day to the present time.

11.7 Participant Master Record - WIC (HSPR0114)

Overview

This on-demand report prints a comprehensive summary of WIC information for a participant. Only the most recent certification record will be printed unless the default 1 (one) is changed to A (all). When (ALL) is selected, all visit records will be printed for the participant.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.8 WIC Medically Prescribed Formula (HSPR0116)

Overview

This on-demand report is used to monitor infants receiving medically prescribed formula and is also useful in communicating with the Family Case Management program.

The report prints the clinic name and location; each participant's name; birth date; first day to use the medically prescribed formula; the formula assigned; medical diagnosis; the provider name from the Participant Enrollment (PA03) screen; Duration; Case Notes; and CHP s name based on the ID number of the person completing the WIC Medically Prescribed Formula (FI08) screen.

The report also calculates the number and percent of infants who are receiving non-contract formula.

Details

If a participant is issued more than one medically prescribed formula package during the reporting period, the participant will only be displayed on the report once along with the most recent food package data.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically at the end of each month during the end of day process. The report may also be run from the On-Request Report Selection (RP01) screen. Local agencies should submit this report to their Regional Nutritionist Consultant.

11.9 WIC Breastfeeding Initiation Report (HSPR0117)

Overview

This report is used to monitor breastfeeding initiation and duration rates. The report lists the breastfeeding initiation rate for the current month and the cumulative total initiation rates since the beginning of the fiscal year (July 1). In addition, this report will identify the 6 and 12-month duration rates for the current month and the cumulative 6 and 12-month duration rates since the beginning of the fiscal year.

The report is based on active WIC infants, their birth and certification dates, and the breastfeeding information recorded on the Infant/Child Health Visit (PA09) screen.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically on the second day of the month. The report may also be run from the On-Request Report Selection (RP01)screen.

11.10 WIC Breastfeeding Reasons Ceased (HSPR0118)

Overview

This report is used to monitor the reasons breastfeeding ceased. The report identifies the number of active WIC infants who stopped breastfeeding by age in weeks and by reason ceased. This report also calculates the number and percent of infants who stopped breastfeeding before four weeks of age. Information is provided for the current month and cumulatively since the beginning of the fiscal year (July 1).

The report is based on active WIC infants, their birth and certification dates, and the breastfeeding information recorded on the Infant/Child Health Visit (PA09) screen.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically on the second day of the month. The report may also be run from the On-Request Report Selection (RP01) screen.

11.11 WIC Breastfeeding Follow-Up Report (HSPR0119)

Overview

This reportallows users to follow-up on mothers and breastfed infants. The report displays the participant name and ID, group head, phone number, and birth and certification date. If information has been entered on the Breast Pump screen (n), the applicable data (all pump types received, and pump received and pump return dates) will also be displayed. Information is provided for all active WIC infants who are currently breastfeeding as of the date entered.

The report can be sorted by pump received date (the default), participant name, participant ID, and date of birth. The report can be run for all breastfed infants/children, breastfed infants/children by date of birth (date range) or breastfed infants/children with pumps only.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report can be printed on demand from the report menu.

11.12 WIC Breastfeeding Quality Assurance Report (HSPR0120)

Overview

This report provides data needed for breastfeeding food package quality assurance reviews. For all babies currently breastfeeding (PA09-Currently BF = Yes), the report sorts infants by the youngest to the oldest.

The report includes:

Name, ID#, and category of mother (P, B, N).
Name, ID#, and DOB of infant.
Certification date of mom and baby
Date of most recent WBDE Assessment (AS01) screen and the name of the CHP completing the WBDE.
The current and next food package # for mom and baby.
Comments section

The only required input fields prior to running this report are the Report ID and the Print To option.

Details

In order for mom to display on the report, mom's ID must be added (linked) to infants Birth (PA11) record and mom must have an active WIC PA15 (Program Information) record.

Mom and baby must be linked prior to the WBDE assessment.

If mom and baby are not linked until after the assessment, pull up the assessment under whichever ID (mom or baby) it was saved on and press F6 Edit/F4 Save to link the assessment to both ID's.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required..

11.13 Participant Master Record (HSPR0201)

Overview

This on-demand report prints basic demographic and program information on an individual participant. Included in this report is the following information: basic enrollment information, Medicaid/insurance, current services, and group/household information. A hard copy of this report could be used for the participant's file.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Field Name Format Type Required

Report ID XXXXXXXX Alpha/Numeric Mandatory

Grp/Part. ID XXXX-XXXX-XXXX-XX Alpha/Numeric Mandatory

Frequency

This report is run as needed or required.

11.14 Participant Medical Information (HSPR0202)

Overview

This on-demand report prints a participant's entire medical history that has been recorded in the Cornerstone system. Records are printed in chronological order.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.15 Participant Event History (HSPR0203)

Overview

This on-demand report prints all events that have been recorded on the participant's behalf. Case managers may want a hard copy of this report for their files so they can review the activities and completed services for each participant in their caseloads.

This report is also used for case management quality assurance reviews. Events are printed in chronological order. Included in this report is the following information: participant ID, group ID, birth date, event date, method of contact, time spent, activity, site of contact, employee/provider, and comments.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.16 Care Plan (HSPR0204)

Overview

This on-demand report prints the participant's care plan. The care plan is the basis for the case manager s work with each family and family member. This report is also used for case management quality assurance. The care plan will list all of the participant's goals with details on each goal and the planned services with specifics on each of those. The end of the report provides an area for participant and case manager signatures.

For DCFS wards, one copy of the report should be sent to the medical case manager for follow-up, one should be sent to the DCFS caseworker, and one to the HealthWorks of Illinois lead agency.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.17 Participant Case Notes Report (HSPR0205)

Overview

This on-demand report prints all of the case note entries in the Cornerstone system that has been made by all of the Cornerstone users working with an individual participant. This information is used by the case manager to review current status of the case, as well as for case management quality assurance.

Please note, if confidential case notes exist, only the user that added the confidential case note and their supervisor will be able to see the confidential messages. A message will be displayed to designate that the notes are confidential. A user may choose to print case notes from one particular date, or for a specified range of dates.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.18 Participant Case/Program Detail (HSPR0206)

Overview

This on-demand report lists the case management history for a participant. This includes all programs that the participant has been enrolled in and the status of the programs. The report also lists clinic and case manager history for the participant. The historical data is printed in order to review both the programs and case managers assigned throughout the participant's registration in the Cornerstone system.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.19 Assessment History (HSPR0207)

Overview

This on-demand report lists the case assessment history for a participant. This includes all assessment types (excluding BCCP/BCCA assessments) for a participant. To run this report, select the participant and a particular assessment type. It is also possible to specify a range of assessment dates.

The report lists the individual assessment questions, responses to the questions that the participant has given, any comments entered (regardless if the question was answered), and the date of the assessment.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Assess. Type	9999	Code	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.20 Family Health History Report (HSPR0208)

Overview

This on-demand report prints information entered on the FHH Family Health History assessment on the Assessment (AS01) screen. It lists the assessment questions and the answers that are entered as well as any comments that are entered.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.21 Participant CM Risk History Report (HSPR0209)

This is an on-demand report that lists the history of a participant's Case Management Risks.

The resulting report lists the participant information plus the following information:

Risk Code
Description
Assessment Date
Assessment Type
Operator ID
Employee Name

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required

11.22 Participant Hemoglobin and Lead Information (HSPR0210)

Overview

This on-demand report shows participants Hemoglobin or Hematocrit and Lead information.
Hemoglobin and Hematocrit information and date are pulled from the most recent Child Visit (PA09) record.
Lead information is pulled from the most recent Lead Screening (PA40) record.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.23 Child Immunization Record (HSPR0301)

Overview

This on-demand report prints a participant's immunization record, basic enrollment information, primary care provider, past immunizations, and recommended dates for future immunizations.

Before the report is run, the user will be prompted with the question Do additional immunizations need to be retrieved from the WAN? As of March 9, 2005, the Cornerstone Central Office nightly processing downloads new immunization records to the appropriate clinic site via the Beginning of Day process. There must be a Program information (PA15) screen in order for a participant to receive the new immunization record. This has eliminated the need to use the WAN to obtain immunization records. Any questions regarding immunizations and the WAN prior to this date should be addressed by calling the Cornerstone Service Desk.

The report will print immunizations given in the same order as they are listed on the Illinois Immunization Record card. In the Future Immunizations section, immunizations that are Due Today or Past Due are flagged.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Optional
Select/As of Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.24 Needed Immunizations by Recommended Date (HSPR0302)

Overview

This on-demand report lists participants of a specific age range and the immunizations that are recommended for them by a given date. Press F9 to run the report, a pop-up window will be displayed that allows the user to type in a forecast date range (includes all vaccinations due in this range) and a birth date range (includes all participants born in this range).

This allows the user to run the report for participants of a certain age range that will need immunizations within the forecasting dates given. For example, by entering a forecasting date range of 2/1/98 to 2/28/98 and a birth date range of 2/1/93 to the current date, the user will receive a list of all the participants under the age of five that should have immunizations during the month of February. The forecast date range must be after the current date.

The report only looks at active (immunization program records with A (active) in the Program Status field on theProgram Information (PA15) screen) immunization participants. This report is very complex and it may take a considerable amount of time to run depending upon the number of participants that are being processed.

When the report is run, the Wide Area Network (WAN) is automatically accessed so that shared data is included in the report. When the Cornerstone system is unable to access the WAN, the report will stop processing. The following message appears on the On-Request Report Selection (RP01) screen: Report terminated . . . Unable to access shared data. The report will be blank (no local data will be shown) except for the message Report terminated . . . Unable to access WAN.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Forecast Dates (From/To)	99/99/9999 99/99/9999	Date	Mandatory
Birth Dates (From/To)	99/99/9999 99/99/9999	Date	Mandatory

Frequency

This report is run when clinics need to remind patients of what shots are required and by what date they are required.

11.25 Summary of Immunizations for Monthly Accountability (HSPR0304)

Overview

This report creates a list of immunizations, by immunization type, given at the clinic or those where the clinic was entered as the provider on the immunization record. The immunizations are grouped horizontally by age group and vertically by series number. This report will assist the Immunization Clinic Coordinator in completing the agency's State Vaccine Accountability.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/9999	Date	Mandatory
End Date	99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.26 Two Year Old Immunization Coverage Levels (HSPR0305)

Overview

This report provides users with several options for reporting on immunization levels. When running this report for all programs, if a participant has an immunization program record but the Actual Closed Term Date field is completed, the participant will not be included in the report. When running the report for any or all programs, participants with a death record will also be excluded.

Details

To narrow the range of participants selected on the report, enter a Location Code, Program Code, and/or Program Status.

Press F9 to run the report. The Selection Information pop-up window will be displayed that allows the user to type in a beginning and ending birth date range (children with birth dates in this range will be selected). Selecting the desired section of the report is also optional:

Section A: Participants with Immunization History

Section A reports on participants, born within the date range entered, who have an immunization history. This section lists each selected participant's name, ID and birth date, as well as the immunization type and immunization date, exempt code (if applicable), and a "Y" for Yes or "N" for No to indicate if the immunization series was completed by 12 months, 24 months and 36 months.

After selecting this section, the user must indicate if they wish to run the report with or without immunization detail. After pressing F4 to save the Selection Information, the message Do additional immunizations need to be retrieved from the WAN? will be displayed. Press "Y" for Yes or "N" for No.

As of March 9, 2005, the Cornerstone Central Office nightly processing downloads new immunization records to the appropriate clinic site via the Beginning of Day process. There must be a Program information (PA15) screen in order for a participant to receive the new immunization record. This has eliminated the need to use the WAN to obtain immunization records. Any questions regarding immunizations and the WAN prior to this date should be addressed by calling the Cornerstone Service Desk.

The Sort By pop-up window will be displayed, prompting users to select how they would like the immunization information to be sorted (by immunization type or by immunization date).

After pressing F4 to confirm the sorting preference, the report will be printed.

Section B: Participants with No Immun. History

Section B reports on participants, born within the date range entered, who have no immunization history. This section lists each selected participant's name, ID and birth date.

Section C: Summary

Section C provides a summary of the immunization history of participants born within the date range entered. This section lists the total number of participants for the site, and the total number of participants with an immunization history. The section then lists each immunization or immunization series, and provides both the number and percentage of selected participants who have completed the immunization or immunization series by 12 months, 24 months and 36 months.

Section D: User Defined Assessment Report

Section D reports on participants, born within the date range entered, and provides the selected participants name, ID and birth date, and indicates if the participant has completed the series by 12 months by displaying "Y" for Yes or "N" for No in the Comp. by 12 column.

After selecting this section and pressing F4 to save the Selection Information, an additional Selection Information pop-up window will be displayed. The user can select a series of immunizations and counts and the months by which the immunizations are completed.

After pressing F4 to save the criteria, Cornerstone will give the user the option to print another user-defined assessment report. This process can be repeated to run as many user-defined assessment reports as necessary. Once all the reports have been entered, press "N" for No to finish running the reports. User-defined assessment reports (HSPR0305A - Section D) will print one after another.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Pgm. Status	X	Code	Optional

Frequency

This report is run as needed or required.

11.27 Biologic Inventory Report (HSPR0306)

Overview

This report lists the on-hand inventory of vaccine and biologic material at a given clinic within a date range. It displays doses received, on-hand, used, expired, wasted, transferred, and adjustments by lot number within each type of immunization.

Three separate reports are produced:

one for state-purchased inventory,
one for privately-purchased inventory, and
one for combining all inventories.

This report will assist the Immunization Clinic Coordinator in completing the agency's State Vaccine Accountability.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.28 Immunization Mailing Labels by Recommended Date (HSPR0308)

Overview

This on-demand report creates labels for participants whose next calculated immunization date falls before a specific date and whose birth date falls within a specified range of dates. The forecast date range must be after the current date.

The labels may be used to send mailings (e.g., postcards) to participants needing to be immunized.

The report follows the exact same logic as the Needed Immunizations by Recommended Date report (HSPR0302). (Please see the brief description in this chapter under 11.24 Needed Immunizations by Recommended Date (HSPR0302) for complete information about this report.)

In addition, the report gives the user the option of creating a letter to go along with the labels provided. After the labels are printed, the user will be prompted by the message, Would you like a letter to be printed with the labels? If the question is answered "Y" for Yes, a pop-up window will be displayed in which to enter the desired text. After entering the text for the letter, press F4 to save and the text of the letter will be merged with the selected participant's information to produce a professional letter format.

Editable Fields

Field Name

Format

Type

Required

Report ID

XXXXXXXX

Alpha/Numeric

Mandatory

Forecast Dates (From/To)

99/99/9999

Date

Mandatory

Birth Dates (From/To)

99/99/9999

Date

Mandatory

Frequency

The labels are run when clinics need to remind patients of what shots are required and by what date they are required.

11.29 Provider Immunization Activity (HSPR0309)

Overview

This report lists immunization activity for a specified time period, by primary care provider listed on the Participant Enrollment (PA03) screen. It lists each participant, the shots given, and total vaccines and number of individuals, grouped by primary care provider, for the time period selected.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Provider ID	999999999	Numeric	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run monthly, but can be run as needed or required.

11.30 Clinic Immunization Activity (HSPR0310)

Overview

This report is designed to allow immunization staff to obtain a detailed listing of the shots given within the clinic for a selected date range. Only shots where the clinic was entered as the provider on the immunization record will be listed.

It lists each child, the shots they were given and total vaccines and number of children for the time period selected.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.31 Upload Control Totals (HSPR0401)

Overview

This report prints the end-of-day summary totals of records uploaded to the Central Office by table type. Totals are calculated during the end-of-day process with the given period being the time since the last end-of-day ran.

The report runs automatically as well as manually. Please see Frequency below for more details.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily end-of-day process. When the report is run automatically, the reporting period is the time from the last end-of-day to the present. The report may also be run from the On-Request Report Selection (RP01) screen, which allows the user to reprint past reports by selecting a specific date.

11.32 Download Control Totals (HSPR0402)

Overview

This report prints the beginning-of-day summary totals of records downloaded from the Central Office by table type. The totals are calculated during the beginning-of-day process with the given period being the time since the last beginning-of-day ran.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily beginning-of-day process. When the report is run automatically, the reporting period is the time from the last beginning-of-day to the present. The report may also be run from the On-Request Report Selection (RP01) screen which allows the user to reprint past reports by selecting a specific date.

11.33 Download Message Report (HSPR0404)

Overview

This report prints a detailed list of messages resulting when clinic tables are uploaded and processed at the Central Office. This report prints error messages, names of participants transferring in and out of the clinic, and identifies participants who have been enrolled more than once (duplicates).

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily beginning-of-day process. When the report is run automatically, the reporting period is the time from the last beginning-of-day to the present. The report may also be run from the On-Request Report Selection (RP01) screen, which allows the user to reprint past reports by selecting a specific date.

The following table will help the user understand the codes on the Download Message Report (HSPR0404) and the Medicaid Import Central Office Error Report (HSPR1050). Updated February, 2007.

CENTRAL OFFICE MESSAGE CODES

CODE	CODE DESCRIPTION	WHAT IT MEANS	WHAT TO DO
DUPE	DUPLICATE PARTICIPANT	The participant has been enrolled more than once in Cornerstone.	Contact the other agency where the duplicate was identified and determine if this is the same participant. If the participant is enrolled in WIC, Food Instrument Issuance (AD24) will have been locked. Follow WIC program policies for resolving the duplicate situation and unlocking FI issuance.
EIDC	EMPLOYEE ID REQUEST COMPLETED	A new Employee ID is added. This can be for a new employee or for an employee added with an existing ID, but the ID is new to the site. This message is also used when the Total Access for WIC request is completed. The employee's name will display.	No action required.
IDAE	ID ALREADY EXISTS	This code is used when the ID already exists at the site.	No action required.
IDNF	ID NOT FOUND	This code is used when an incorrect ID was entered. The employee's ID will display.	Re-enter the request with the correct ID.
MADR	REPLACED ADDR WITH HFS ADDR	This file has been changed. The HFS address has been updated in Cornerstone, but NOT the residential address.	Use the new address to locate the participant, if necessary.
MCAT	CAT CODE CHGED VIA HFS MATCH	The file has been changed. The participant's category has changed as a result of the Medicaid import process.	Verify the change in the participant's category.
MCID	GROUPID SHOULD BE INVESTIGATED	The participant's case number has changed for one or more participants in the group.	Check to see if the participant'still has the same relationship with others in their group.
MDOB	HFS DOB DIFF NO UPDATE	The date of birth on Cornerstone is different from the date of birth on the information from HFS.	Check for correct date of birth, after receiving detailed information from IDPH.
MELG	NO LONGER MEDICAID ELIGIBLE	The file has been changed. List of participants who are no longer eligible for Medicaid.	Determine whether to continue to case manage these participants under a different funding source. If not, close the case.
MFNM	HFS FIRST NAME DIFF NO UPD	The first name on Cornerstone is different from the first name on the information from HFS.	Check for correct first name, after receiving detailed information from IDPH.
MLNM	HFS LAST NAME DIFF NO UPD	The last name on Cornerstone is different from the last name on the information from HFS.	Check for correct last name, after receiving detailed information from IDPH.
MMST	HFS MARITAL STAT DIFF NO UPD	The marital status on Cornerstone is different from the marital status on the information from HFS.	Check for correct marital status, after receiving detailed information from IDPH.
MRAC	HFS RACE DIFF NO UPDATE	The race on Cornerstone is different from the race on the information from HFS.	Check for correct race, after receiving detailed information from IDPH.
MSEX	HFS SEX DIFF NO UPDATE	The sex on Cornerstone is different from the sex on the information from HFS.	Check for correct sex, after receiving detailed information from IDPH.
MSSN	HFS SSN DIFF NO UPDATE	The Social Security number on Cornerstone is different from the Social Security number on the information from HFS.	Check for correct Social Security number, after receiving detailed information from IDPH.
NOAW	NO ACTIVE WIC	WIC-specific data have been sent to the Central Office; however, there is no active WIC program record.	Contact the Cornerstone Service Desk for assistance (866) 791-4554.
NOEM	NO EMPLOYEE RECORD	Employee-specific data have been sent to Central Office; however, the Central Office does not have a record for that employee.	Contact the Cornerstone Service Desk for assistance (866) 791-4554.
NOPE	NO PARTENRL RECORD	Data have been received at the Central Office for which there is no matching participant record.	Contact the Cornerstone Service Desk for assistance (866) 791-4554.
PRAC	PROGRAM ACTIVE AT OTHER CLINIC	The participant was uploaded with a program status of active , and the participant is already at the Central Office as active in that program but at another clinic.	Contact the clinic indicated in the download message to resolve the status.
RIDM	REQSTD NAME/ID DOES NOT MATCH	This code is used when an existing ID was entered and the employee name does not match that ID. The first and last names and middle initial must match exactly. The employee's ID will display.	Re-enter the request with the correct name.
TFRM	PARTICIPANT TRANSFERRED	The participant has transferred from the agency receiving this message.	No action required.
TNPF	TRNSFR NO PRGM FOUND FROM	A transfer request was made, but the Central Office does not have the participant in the program at any other agency. There is nothing to transfer.	Contact the Cornerstone Service Desk for assistance (866) 791-4554.
TNPR	TRNSFR NO PRGM FOUND REQSTING	A transfer request was made, but the Central Office does not have the participant in the program at any other agency. There is nothing to transfer.	Contact the Cornerstone Service Desk for assistance (866) 791-4554.
TPND	TRNSFER PENDING UNTIL TERMED	The agency receiving has requested a transfer in Family Case Management (FCM) or Healthy Start (HSCM). Completion of the transfer is pending termination by the previous agency.	Review the participant's program status [on the Program Information (PA15) screen] after three days of successful BOD and EOD. If the status remains R, contact the other agency to determine if they have terminated the FCM or HSCM program record. If necessary, Contact the Cornerstone Service Desk for assistance (866) 791-4554.
TRNC	CANCELLED TRANSFER NONEXISTENT	A previously requested transfer has been cancelled by the agency.	No action required.
TTO	TRANSFER COMPLETED	The agency requesting the transfer has received the participant information and the transfer HAS occurred.	Review the participant's program record to verify that it has been updated. Review the Birth (PA11) screen, Prenatal (PA07) screen, Postpartum (PA10) screen, and medical screens, as appropriate for the participant, to determine that information has been transferred.
TTRM	TERMINATE SO TRNSF CAN COMPLTE	The transfer of a Family Case Management (FCM) or Healthy Start (HSCM) participant has been initiated by another agency.	Terminate the participant's FCM or HSCM program record so that the transfer can complete. Update the Program Information (PA15) screen and change the participant's status to T (terminated) with a Reason Code of 14 (transferred).

11.34 Laptops Currently Downloaded (HSPR0405)

Overview

This report lists any outstanding laptop downloads. Outstanding laptop downloads occur any time information has been downloaded onto a Cornerstone laptop, but, a subsequent upload has not taken place.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report runs automatically during the daily beginning-of-day process. The report may also be run from the On-Request Report Selection (RP01) screen. The report will display the current status of laptops downloaded as of the time the report is printed, whether run automatically or manually.

11.35 Laptop Upload Exceptions Report (HSPR0406)

Overview

This report is generated when a laptop upload is executed on the Portable PC (Laptop) Upload/Download (AD09) screen. If the laptop data being uploaded has also been changed at the main location, the laptop data will be uploaded and the server data will be reported on this exception report and will be for the user to re-enter as desired. The report lists the case manager, the upload and download dates and times, and the participant ID. The report then prints all of the data for each record that was overwritten during the upload. Data is printed from the laptop upload record and from the network, so it can be determined if the rejected data should be re-entered. If there are no exceptions to print, the Cornerstone User ID of the individual uploading the laptop will be printed instead.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically when the laptop upload is executed on the Laptop Upload/Download (AD09) screen. When the report is run automatically, the report will display the exceptions for the upload. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, the last upload report is reprinted, provided a correct date range encompassing the date of the last upload is specified.

11.36 Beginning of Day Messages (HSPR0407)

Overview

This report prints out the broadcast messages. Broadcast messages are those messages sent by the Central Office to all Cornerstone clinics.

As of version 11.00, this report no longer runs automatically during the Beginning of Day process. Beginning of Day Messages are now displayed on each Cornerstone workstation in the Beginning of Day Message Center. However, this report may be run manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

The report may be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates.

11.37 Cornerstone Re-indexing Report (HSPR0408)

Overview

This report prints out error messages after the re-index process has been run at the clinic. This report will print any error messages that occurred during the re-index process. If there are no errors during the re-index process, the report will print with no error messages displayed.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report prints automatically when the re-index process completes or can be run manually from the On-Request Report Selection (RP01) screen. When the report is run manually, the report will show the error messages from the last re-indexing process, if errors did occur. If no errors occurred, the report will not display any error messages.

11.38 Potential Duplicate Participants Report (HSPR0409)

Overview

This report should be used in addition to the HSPR0404 Download Message Report to find and alleviate any duplicates that may have been created. If there are no duplicates found, the report will print with no potential duplicates for this time frame displayed.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report prints automatically with the End of Day Process or can be run manually from the On-Request Report Selection (RP01) screen.

11.39 Edit Error Report (HSPR0410)

Overview

NOTE: This report is not accessible through the On-Request Report Selection (RP01) screen. See Frequency below for information on how to run this report.

The report provides a list of errors in the system import file that need to be fixed before completing a successful system import. When there are errors, the Record IDs (the local ID for the other system where the data originated) will be followed by the specifics on all the errors, including what the error is and details about the error.

It is recommended that this report be run first (by checking the Edit Only option on the Standard System Interface Import (AD20) screen ). All errors can be corrected before the system import is done. This will also update Cornerstone.

Editable Fields

This report prints out only when the Edit Only option has been checked on the Standard System Interface Import (AD20) screen.

Frequency

The import process can be run at any time from the Standard System Interface Import (AD20) screen.

11.40 Update Error Report (HSPR0411)

Overview

NOTE: This report is not accessible through the On-Request Report Selection (RP01) screen. See Frequency below for information on how to run this report. It is recommended that the Edit Error Report (HSPR0410) be run first (by checking the Edit Only option on the Standard System Interface Import (AD20) screen). (Please refer to Edit Error Report (HSPR0410) in this chapter for more information about this report.) The user can then correct all the errors before the system import, which updates Cornerstone, is done.

Once the errors have been corrected, this report (Import Update Report - HSPR0411) can be run by checking the Edit and Update Cornerstone option on the Standard System Interface Import (AD20) screen. The report provides a list of the remaining errors in the system import file that need to be fixed before completing a successful system import. When there are errors, the Record IDs (the local ID for the other system where the data originated) will be followed by the specifics on all the errors, including what the error is and details about the error.

The update process can be done again once the errors have been fixed, so that Cornerstone has been fully updated with the correct information.

Editable Fields

This report prints out only when the Edit and Update Cornerstone option has been checked on the Standard System Interface Import (AD20) screen.

Frequency

The import process can be run at any time from the Standard System Interface Import (AD20) screen.

11.41 Import Process - Potential Duplicate Participant Report (HSPR0412)

Overview

NOTE: This report is not accessible through the On-Request Report Selection (RP01) screen. See Frequency below for information on how to run this report. It is recommended that the Edit Update Report (HSPR0410) be run first (by checking the Edit Only option on the Standard System Interface Import (AD20) screen). (Please refer to Edit Error Report (HSPR0410) in this chapter for more information about this report.) All errors can be corrected before the system import is done. This will also update Cornerstone.

The report, which prints out when the Edit and Update Cornerstone option has been checked on the Standard System Interface Import (AD20) screen, provides a list of potential duplicate participants after the system import process has run.

If there are some potential duplicate participants on the report then, Cornerstone already had a participant that looks similar to a participant being imported. Check to see if there really is a duplicate participant. If there is, pull one of the participants into the Participant Standard Processing Block (PSPB). (For further information about the PSPB please refer to Chapter 2 System Environment under 2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse. )

Then go to the Duplicate Resolution Browse/Duplicate Resolution screens (PA21/PA22) and resolve the situation. (For further information about the Duplicate Resolution Process please refer to Chapter 3 Participant Screens under 3.21 Participant Duplicate Browse (PA21) and 3.22 Participant Duplicate Resolution (PA22). )

Editable Fields

This report prints out only when the Edit and Update Cornerstone option has been checked on the Standard System Interface Import (AD20) screen.

Frequency

The import process can be run at any time from the Standard System Interface Import (AD20) screen.

11.42 Tape Backup Report (HSPR0416)

Overview

This report allows the user to manually print the tape backup report. The report will also automatically print with BOD each day.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run manually as needed or required.

11.43 Clinic Names & Addresses (HSPR0417)

Overview

This report provides a list of Cornerstone clinics/agencies and their addresses and phone numbers. When running the report, users can enter one specific Clinic ID number to print only that clinic s information. If the Clinic ID field is left blank, information for all Cornerstone clinics/agencies will be printed. After pressing F9 to run the report, a pop-up window will be displayed which allows the user to sort the data by clinic name or by clinic number.

In order to provide clinics with the most current information, the system attaches to the Wide Area Network (WAN) to access data from the Central Office.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Optional

Frequency

This report is run as needed or required.

11.44 Staff Time & Activity (HSPR0418)

Overview

This report provides a breakdown of staff time and also provides percentages for each activity code. The percentages are calculated based on the total time entered for the selected date range. There are two (2) sections to this report one section includes 100, 105 and 110 activity codes (Family Case Management Time) and the second section includes all other activity codes.

The report can be run by either selected employee or by all employees.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Optional
Employee ID	XXXXXXX	Alpha/Numeric	Optional

Frequency

This report is run as needed or required.

11.45 CORNERSTONE INFORMED CONSENT FORM (HSPR0419)

The Cornerstone Consent Form is to be completed and signed for every participant who is new to a Cornerstone Agency. This includes participants who are new to the clinic either through transfer or referral.

The Consent Form is now accessible from the Cornerstone system from the Reports Screen. It is listed under the Administrative Reports. The site name will auto-fill and there is an option to print either an English or Spanish version of the form.

GUIDELINES FOR COMPLETING THE CORNERSTONE CONSENT FORMS

The participant or person signing the form must first understand the contents of the form.
The program person presenting the Consent form must determine if assistance is needed, and provide it. Examples of assistance include reading the form to the participant if they cannot read or if they have visual or other impairments, and translating the form if the participant does not understand English and an interpreter is not present.
After the form is presented and read, the participant must be asked if the form is understood; specifically, what information will be shared, with whom it will be shared, and how it will be used.
The participant must also be asked if they have any questions or need further explanations before signing the form.

POINT-BY-POINT REVIEW OF THE CORNERSTONE CONSENT FORM

Identifying information (i.e. demographics, etc.)
Explanation of how the program works and why we need to share information.
By signing the form, the participant voluntarily agrees to the exchange of information.
Laws require the information be kept confidential and not re-disclosed without permission.
The consent may be withdrawn (revoked) at any time. However, if someone in the program has already shared that information while the consent was still in effect, the revocation cannot undo that.
If the participant does not sign the form:
- Participants can still participate in the program (with the exception of Early Intervention), but will not receive the full benefits of case management.
- Participants in the WIC program can receive nutrition education, but will not be able to receive food instruments.
- Early Intervention participants cannot receive EI services.
- The participant will be required to complete forms and answer questions for each different provider or agency.
- The participant will limit the ability of case managers to track their case to ensure that the participant is receiving proper services.
- It will take longer to receive services.
A photocopy or faxed copy of the consent form is as valid as the original. The original can be duplicated so that persons named in the form can have copies without having the participant re-sign the form.
If the participant cannot sign their name they must be asked to make an "X" on the signature line. The program person or other witness must then write in, "This is the signature mark of (Name of Participant), as witnessed by (Name of Witness)."
If the participant is 18 years or older and has not been determined disabled and in need of a guardian, the participant can give consent.
If the person is a minor, the following can give consent:
- Either parent (even if a minor)
- A court appointed legal guardian (a copy of Letters of Office is required).
- DCFS
- An adult who has health care power of attorney granted by parent/legal guardian.

In addition:

A pregnant minor may give consent on her own behalf.
A minor 12 years of age or older may give consent on their own behalf to medical care or counseling related to the diagnosis or the treatment of any sexually transmissible disease, addiction or alcoholism.
For a minor between 12 and 18 years of age, both the minor and the parent/legal guardian must consent to the disclosure of mental health records.
A married minor can give consent on their own behalf.
A minor 16 years of age or older who has been judicially emancipated may give consent on their own behalf.

11.46 Request for Removal of Access Rights Form (HSPR0420)

The Request for Removal of Access Rights form is now accessible from the Cornerstone system from the Reports Screen. It is listed under the Administrative Reports.

GUIDELINES FOR COMPLETING THE REQUEST FOR REMOVAL OF ACCESS RIGHTS FORM

This form must be completed when the Cornerstone System Access Rights need to be changed for an employee.
This form is now accessed from within the Cornerstone System on the Reports Screen Administrative. Based upon the information completed on the HSPR0420 Report Screen, the Agency/Site Name and ID, the Employee Name and Number, and the Supervisor ID will all auto-fill when this form is printed.
The form should be printed and The Description of Rights to be Removed field must be completed. After the completed form is signed by the Supervisor, it must be faxed to the Cornerstone Service Desk at (866) 594-2872.
After the access rights have been changed by the Cornerstone Service Desk, this form will be faxed back to the Supervisor. Please verify that the requested changes are correct by going to Screen Security (AD16) and verify the changes.
After verifying the changes as correct, please sign the appropriate signature line and return via fax to the Cornerstone Service Desk at (866) 594-2872.

11.47 Agency Update Information (HSPR0421)

The Agency Update Information form is now accessible from the Cornerstone system from the Reports Screen. It is listed under the Administrative Reports.

GUIDELINES FOR COMPLETING THE AGENCY UPDATE INFORMATION FORM

This form is now accessed from within the Cornerstone System on the Reports Screen Administrative. Based upon the information completed on the HSPR0421 Report Screen, the Agency/Site Name and ID will all auto-fill when this form is printed.
The form should be printed and the Agency/Site Hours of Operation, Holiday Schedule, Services Provided at This Site, and Site Contacts fields must be completed. After completion of this form, it must be faxed to the Cornerstone Service Desk at (866) 594-2872.

11.48 Cornerstone Equipment Theft/Loss Report (HSPR0422)

Overview

The Cornerstone Equipment Theft/Loss Report (HSPR0422) form is accessible from the Cornerstone system from the Reports Screen. It is listed under the Administrative Reports.
The Cornerstone Equipment Theft/Loss Report (HSPR0422) form is accessible from within the Cornerstone System on the Reports Screen Administrative. Based upon the information completed on the HSPR0422 Report Screen, the Agency/Site Name and ID will all auto-fill when this form is printed.
The Cornerstone Equipment Theft/Loss Report (HSPR0422) form should be printed and the Type of Incident, Date of Incident, Description of Incident, and Item Description, Tag Number, Serial Number and Reported By fields must be completed. After completion of this form, it must be signed, dated and faxed to the Cornerstone Service Desk at (866) 594-2872.

11.49 MCH Services Claiming Report (HSPR0423)

Overview

HSPR0423 is a new administrative report for MCH Services Claiming (aka Cost Based Reimbursement). Only users with 'Add' rights to the AD22 (Employee Expenses) screen will be able to run this report.
Screens and required fields:
- AD22 (Employee Expenses) - Staff Type, Actual Gross Pay, Actual Hours Worked, Fringe Benefit Rate (FBR) and Full Time Equivalent (FTE)
- AD23 (Clinic Operating Expenses) - F.T.E. Employees and Indirect Expenses
- AD29 (Medical Direct Expenses) - Period Ending and Expense Amount
  - The only expenses entered here should be for the CPT codes used in the calculations for this report. Once a record has been added, any additional expenses for that month should be combined for a cumulative total.
- SV02 (Activity Entry) - 541 Activity Codes (CPT, Influenza and Immunization)
- SV04 (Staff Time Entry) - Non-Participant Activities: 526 (Immunization) and 542 (Influenza)

Details

The report is comprised of five sections:

HSPR423D - CPT Codes selected for the report

Date Ranges:

A date range must be selected. If the date range entered is not in the correct format, the system will either auto fill with the correct date(s) for that range or it will remove both dates.

Monthly dates must begin with the first day of the month and end with the last day of the month.

Example: Date range = 01/01/2009 - 01/30/2009. The system will calculate for 01/01/2009 - 01/31/2009.

Quarterly dates must be entered from January-March; April-June; July-September or October-December.

Example: Even though a date range of 01/15/2011 - 03/15/2011 is entered, the calculations will include all of January through all of March.

Annual dates can be entered for the Calendar Year, Fiscal Year or any 12-month date range.

Example: 01/01/2010 - 12/31/2010, 07/01/2010 - 06/30/2011 or 05/01/2010 - 04/30/2011.

Report Calculations

The calculations on the report comes from what is selected on this screen, so selecting the correct combination is crucial. The report can be run in a number of ways:

For ALL Immunization codes
For ALL Flu codes
For all or selected CPT Codes
Any combination of the above

Screen Layout

Selection Information:

Selection Information

Multiple CPT Codes:

In order to select multiple CPT Codes, press and hold down the Ctrl key on the keyboard, then click the appropriate codes with the left mouse button.

Report Results:

The results from the previous screen will appear on the HSPR0423D section of the report. In the examples below, each section is listed in the order it will appear on the report.

Other CPT Codes:

Any code that does not begin with 906xx or 907xx.

Other CPT Codes

Immunization CPT Codes:

Any 907xx code or any 906xx code that is not flu.

Immunization CPT Codes

Flu CPT Codes:

Any of the seven 906xx flu codes.

Flu CPT Codes

HSPR423A - Schedule A1 (Service Staff expenses):

This section of the report pulls all staff types, except for 'A', that have time entered in Activity and Staff Activity Entries for the following codes:

SV02 - Any 541 CPT Code
SV04 - 526-Immunization Program or 542-Influenza

Service Staff Expenses

Requirements:

The most commonly used staff types for this services claiming report are C - Support, D - Direct Service, M - Medical Services Provider and S - Supervisor.
Employees will not display on the report if Actual Hours Worked and Full Time Equivalent are not entered.
Actual Hours Worked and Full Time Equivalent fields were updated on AD22 to allow 'C' and 'S' employees to enter this information. All 'C' and 'S' employees must go back and update both of these fields, in order to display on the report.
Salary Paid - The total of the Actual Gross Pay from all months in the reporting period (AD22).
% Time in the Program - The sum of 526, 542 and 541 time divided by Actual Hours Worked, multiplied by the FTE rate. When calculating for a date range, add up the activity time for each month in the date range and divide it by the sum of the actual hours worked for each of those months. Multipy the result by 100 and that will be the percent of time in program if the FTE is 1.0. If the FTE is not 1.0, then multiply that result by the FTE to get the percent of time in program.
Fringe Benefit Rate (FBR) - The system calculates the Fringe Benefit Rate from the first month of the date range.
Fringe Benefits Paid - The total from Fringe Benefit Rate times the Salary Paid.
Total column - The total from Salary Paid plus Fringe Benefits Paid times % Time in the Program.
Direct Staff FTE's - The total from all employees % Time in the Program.

HSPR423B - Schedule A2 (Program Staff Listing):

This section displays only Staff Type of 'A' (Administration).

Program Staff Listing

Requirements:

Salary Paid - The total of the Actual Gross Pay from all months in the reporting period (AD22).
Fringe Benefit Rate (FBR) - The system calculates the Fringe Benefit Rate from the first month of the date range.
Fringe Benefits Paid - The total from Fringe Benefit Rate times the Salary Paid.
Total column - The total from Salary Paid plus Fringe Benefits Paid.
Total Agency FTE's - Total of F.T.E. Employees from all months in the reporting period divided by the number of months in the reporting period (AD23). The example above takes the sum of the FTE Employees for the months in the 3rd Quarter 2008 and divided it by 3 to get the Total Agency FTE's.

HSPR423C - Schedule B (Operating Costs) and Schedule C (Charges By Month):

This section of the report displays amounts from all the months in the date range.

Operating Costs

Schedule B Requirements:

Supplies - This amount is a total of medical expenses from all months in the date range (AD29).
Administrative - The amounts are the total of Indirect Expenses from all months in the date range (AD23).

Schedule C Requirements:

This information is manually entered.

HSPR0423 - Summary/Certification:

Summary Certificat for Maternal and Child Health Services Cost

A - Total of FTE's during the reporting period.
B - A total of all the Service Staff's % Time in the Program.
C - Divide B by A.
D - Total of all Direct Service Staff expenses (including fringe benefits).
E - Medical Direct Expenses.
F - Administrative Staff totals.
G - Administrative Operating Expenses.
H - Add D plus E.
I - Add F plus G, multiplied by C.
J - Add H plus I.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

The user can run the MCH Services Claiming Report (HSPR0423) monthly, quarterly, or annually.

11.50 Group Schedule (HSPR0501)

Overview

This on-demand report, accessed from the Reports Selection (Scheduling) (RP05) screen, lists a schedule of appointments for a particular group ID. All participants belonging to the group will be printed on this report. The report includes date, day, start and end time, schedule name, service, and resource. The report may be useful to print and provide to a group head as an appointment reminder or to agency staff to document scheduling/service attempts.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.51 Service Schedule (HSPR0502)

Overview

This on-demand report, accessed from the Reports Selection (Scheduling) (RP05) screen, lists a schedule of appointments for a particular type of service. Select a service, as well as a start date and end date, for which the appointments are to be printed. The report lists the appointment time, and all participants by ID number and name, who are scheduled for one type of service for a selected date range. The report also displays the participant's Group Head (if in a group), phone number (if available), and any related comments (if any). The report could be used to identify all participants who have been scheduled for a particular service.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Service Code	XXXX	Code	Mandatory
Pgm. Code	XXXX	Code	Optional
Pgm. Status	X	Code	Optional
Pgm. Category	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.52 Class Schedule (HSPR0503)

Overview

This on-demand report, accessed from the Reports Selection (Scheduling) (RP05) screen, produces a class roster for each class scheduled with participants within the date range. Each class roster will be on a separate sheet. The user has the option to run the report for a particular schedule ID. The roster lists date, time, service, title of the class (schedule ID), and all participants who are to attend the class by ID number, name, and current WIC category. A line is provided next to each participant's name for signature to document attendance. There are also blank lines for walk-in participants. The user will also be able to document the name of the presenter and the title of the presenter. Included is space for comments and evaluations.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Schedule ID	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed, depending on the frequency of group sessions.

11.53 Participant Schedule (HSPR0504)

Overview

This on-demand report, accessed from the Reports Selection (Scheduling) (RP05) screen, lists a schedule of appointments for a participant at one clinic. The report displays the date, day, start and end times, schedule name/service, and resource, if identified. The report may be useful to print and provide to a participant as an appointment reminder or to agency staff to document scheduling/service attempts.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.54 Clinic Schedule (HSPR0505)

Overview

This on-demand report, accessed from Reports Selection (Scheduling) (RP05) screen, lists the clinic's schedule of appointments for a particular date range. The report includes the date, time, service, participant ID number and name, and resource, if specified. The report also displays the participant's Group Head (if in a group), phone number (if available), and any related comments (if any). The report can be used as the clinic s daily schedule identifying all scheduled services for that day. The report can also be used to view the clinic s upcoming schedule by entering a future start and end date.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Pgm. Status	X	Code	Optional
Pgm. Category	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run daily or weekly as needed.

11.55 Staff Schedule (HSPR0506)

Overview

This on-demand report, accessed from the Reports Selection (Scheduling) (RP05) screen, lists all of the scheduled appointments for a particular staff member during a given date range. The report includes the staff member s name, the date and time of the appointment, the participant ID number and name, and the service that is to be performed. The report also displays the participant's Group Head (if in a group), phone number (if available), and any related comments (if any). This report is particularly useful when a clinic is scheduling participant appointments with specific clinic staff. Entering an employee ID into the Empl ID field in the scheduling pop-up window on the Schedule Appointment (SC02) screen will do this.

Please refer to Chapter 5 Scheduling and Referral Screens under 5.2 Schedule Appointment (SC02) for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Mandatory
Pgm. Code	XXXX	Code	Optional
Pgm. Status	X	Code	Optional
Pgm. Category	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.56 Ineligibility Mailing Register by Program (HSPR0601)

Overview

This report, accessed from the Reports Selection (Mailing) (RP02) screen, produces a list of all participants who became ineligible within a specified date range. The report displays program, participant ID number and name, category, ineligibility date, reason code, and a line to indicate whether a letter has been mailed. A mailing label can be generated, if requested.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX 99/99/9999	Alpha/Numeric	Mandatory
Date Range	99/99/9999	Date	Mandatory

Field Name

Format

Type

Required

Report ID

XXXXXXXX

99/99/9999

Alpha/Numeric

Mandatory

Date Range

99/99/9999

Date

Mandatory

Frequency

This report is run as needed or required.

11.57 Participant Schedule by Service Mailing Register (HSPR0602)

Overview

This report, accessed from the Reports Selection (Mailing) (RP02) screen, produces a list of all participants who are scheduled for a particular service within a specified date range. The report lists the service, date, time, participant ID number and name, telephone number, address when available, total number of participants scheduled for the service, and a line to indicate whether a letter has been mailed. Either the report and/or mailing labels can be generated.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Pgm. Code	XXXX, XXXX, XXXX	Code	Optional
Pgm. Status	X, X, X, X, X	Code	Optional
Pgm. Category	XXXX, XXXX, XXXX, XXXX, XXXX	Code	Optional
Loc. Code (if defined)	99	Code	Optional
Service Code	XXXX	Code	Optional
Date Range	99/99/9999 99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.58 Missed Food Instrument Pick-up Mailing Register (HSPR0603)

Overview

This report, accessed from the Reports Selection (Mailing) (RP02) screen, produces a list of all participants who have missed their scheduled food instrument (FI) pick-up within the specified date range and who are in danger of being terminated due to missing two consecutive months of FI pick-ups. The report displays the scheduled FI pick-up date, the participant name and ID, category, priority, telephone number, a line to indicate whether a letter has been mailed, and the total number of participants who missed FI pick-up during the date range specified. A pop-up window will be displayed, giving the option to print labels. Mailing labels will be printed after the register is printed accordingly.

Editable Fields

Field Name

Format

Type

Required

Report ID

XXXXXXXX

Alpha/Numeric

Mandatory

Loc. Code (if defined)

Code

Optional

Date Range

99/99/9999

Date

Mandatory

Frequency

This report is run as needed or required.

11.59 Ad Hoc Mailing Register (HSPR0604)

Overview

This report produces a list of participants who match the criteria entered on the Reports Selection (Mailing) (RP02) screen. The report is based on the parameters specified, such as program code, program status, or program category. The report displays the participant ID and name, program (if requested), status (if requested), category (if requested), location (if requested), WIC priority and risk, a line to indicate whether a letter has been mailed, and the total number of participants who meet the criteria.

The Editable Fields can be used to do some specific searches of information. The search categories are as follows:

Any or a combination of Grp/Part. ID, APORS, and Provider ID OR
Any or a combination of County Code and Zip Code OR
Any or a combination of Pgm. Status, Pgm. Category, Pgm. Code, Risk Factors, Priority Codes, Possible Prelims, and Loc. Code

When using a selected search, the OTHER search fields MUST be blank.

After pressing F9 to run the report list of sort combinations will be displayed. The sort combinations are:

Last Name, First Name, Middle Initial
Program, Category, Status, Last Name, First Name, Middle Initial
Program, Status, Category, Last Name, First Name, Middle Initial
Zip Code, Last Name, First Name, Middle Initial (only if the zip code or county code is chosen)

Mailing labels can be generated, if requested. The report may be used for audit purposes. In addition to tracking materials that have been mailed to participants, this is the only report that can provide a list of active participants by program and category.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Possible Prelims	X	Choice	Optional
APORS	X	Choice	Optional
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Optional
Provider ID	999999999	Numeric	Optional
County Code	999	Code	Optional
Zip Codes	99999, 99999, 99999	Numeric	Optional
Pgm. Code	XXXX, XXXX, XXXX	Alpha	Optional
Pgm. Status	X, X, X, X, X	Alpha	Optional
Pgm. Category	XXXX, XXXX, XXXX, XXXX, XXXX	Alpha/Numeric	Optional
Loc. Code (if defined)	99	Code	Optional

Frequency

This report is run as needed or required. The report prints out landscape but is shown portrait in this manual.

11.60 Upcoming Terminations (HSPR0605)

Overview

This report, accessed from the Reports Selection (Mailing) (RP02) screen, lists all of the active participants scheduled to terminate during the data range entered. Participants that have already terminated will not appear on this report. The report lists each participant's ID, name, address, and telephone number. The report also provides the participant's scheduled termination date, date of birth, next scheduled certification date, sex, category, and priority number.

When this report is selected, the user has the ability to print the report and/or the mailing labels that correspond with the report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Possible Prelims	X	Choice	Optional
Loc. Code (if defined)	99	Code	Optional
Date Range	99/99/9999 99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.62 Participants by Program (HSPR0701)

Overview

This on-demand report prints a master list of all participants served at the clinic by program. Participants must have a program status of "A" (active) on the Program Information (PA15) screen in the respective program in order to be listed on this report. Included is information such as program type, participant ID, participant name, participant date of birth, and program start date.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional

Frequency

This report is run as needed or required.

WARNING: The report may take several hours to run and locks up system resources while being executed.

11.63 Summary of New Participants by Program (HSPR0702)

Overview

This report lists, by program, all of the new participants in that program within a specific time period within the clinic. Participants whose open/certification date, as identified on the Program Information (PA15) screen, falls within the date range specified will be listed.

The report runs automatically as well as manually. Please see Frequency below for more information. When running the report manually, a pop-up box will come up after the print selection is made, allowing the user to specify the order in which the data will be displayed. The report can be ordered by participant ID, participant name, or program start date. Use the up and down arrow keys to highlight the appropriate option and press Enter.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily end-of-day process. When the report is run automatically, the reporting period is the time from the last end-of-day to the present. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates.

11.64 Participant Referral (HSPR0704)

Overview

This on-demand report creates a list of all participants for which referrals were made during a specified period. The report also displays the type of service for which the referral was made. When a program code is entered, the report will look for participants that are active in that program.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.65 Participants with Expected Delivery Date This Month (HSPR0705)

Overview

This report creates a list of participants whose EDC dates fall in the month specified. The report runs both automatically and manually. Please see Frequency below for more information.

This report can assist case managers in preparing their pregnant participants (and their newborns) for delivery (including the last few prenatal care visits), arranging transportation, scheduling WIC certification for the newborn, referring the new mother for family planning, and linkage to other services indicated in the care plan. When a program code is entered, the report will look for participants that are active in that program.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Report Mo/Yr	99/9999	Date	Mandatory

Frequency

This report runs automatically during the end-of-day process on the last day of the month for the next month OR may be run as needed from the On-Request Report Selection (RP01) screen with report month and year that is specified.

11.66 Participants Who Have Delivered in the Current Month (HSPR0706)

Overview

This report creates a list of all participants who have delivered within the specified month and year. The report should assist case managers in following up with participants to determine whether delivery actually occurred and if there were any problems with the delivery or the newborn that require immediate action.

The report can also assist WIC staff in scheduling postpartum certifications for participants who have delivered and certification appointments for the new infants of those participants. When a program code is entered, the report will look for participants that are active in that program.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Report Mo/Yr	99/9999	Date	Mandatory

Frequency

11.67 Infants Who Will Turn 1 Year Old This Month (HSPR0707)

Overview

This report creates a list of all infants who will turn one year of age within the requested month. The report allows case managers to identify those infants who are reaching age one during the month. The case manager must then make a determination about case closure or change in case management payment source for each infant on the list. WIC staff can use the report to identify infants who would require certification as children.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Report Mo/Yr	99/9999	Date	Mandatory

Frequency

11.68 Summary of Participants Case Managed by Case Manager (HSPR0708)

Overview

This on-demand report creates a list of all active participants who have been assigned to a case manager and lists them by case manager, program, and participant name. The report can be printed for a specific case manager by entering the case manager s user ID in the Employee ID field on the On-Request Report Selection (RP01) screen. The report can also be printed for all case managers by leaving this field blank. This report should not be used to determine funding amounts. If no program code is specified, the report will include all participants assigned to a case manager, regardless of their current program status. If a program code is specified, the report will only include the participants assigned to the case manager that are active in the program specified.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional

Frequency

This report is run as needed or required.

11.69 Termination Report (HSPR0711)

Overview

This report lists, by program, all participants terminated from that program within a specific time period within the clinic. Individual totals are given for women, infants, and children. The report includes participants that were automatically terminated as well as those manually terminated on the Program Information (PA15) screen. When a program code is entered, the report will look for participants that have been terminated (not active) from that program.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily end-of-day process. When the report is run automatically, the reporting period is the time from the last end of day to the present. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates.

11.70 Case Management Program Category Code Changes by Participant (HSPR0712)

Overview

This report lists all participants who have had their case management categories updated as a result of the automatic termination process. The report shows the participant's current case management status, old category, new category, and the program in which the participant's category was updated.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the daily end-of-day process. When the report is run automatically, the reporting period is the time from the last end-of-day to the present. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates.

11.71 Wait List Category and Priority (HSPR0713)

Overview

This report lists all WIC participants whose program status, as identified on the Program Information (PA15) screen, is W (Wait List) for the WIC program; therefore, this report is the clinic s WIC waiting list. This report can be sorted by category, priority or status date.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.72 Referred from Report (HSPR0715)

Overview

This on-demand report creates a list of all participants by referral source. The report lists participants who were referred within a specified time period and from where they were referred. This report could be used to evaluate the success of an agency's outreach strategies.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.73 WIC Breastfeeding Tracking Summary Report (HSPR0717)

Overview

This on-demand report summarizes breastfeeding information for active WIC participants who are less than one year of age, by age group.

Information is presented for the following age groups: 0 to less than 2 months, 2 to less than 5 months, 5 to less than 6 months, 6 to less than 12 months; a total is also presented.

The report presents a summary of participants currently breastfeeding as of a specified date, according to the frequency of breastfeeding. Additionally, participants who ceased breastfeeding during a specified date range are summarized by reason ceased.

Breastfeeding data in Illinois is generated from information entered on the Infant/Child Health Visit (PA09) screen as follows. The Ever Breastfed field generates initiation data; the Currently Breastfeeding field generates the number of infants currently breastfeeding; the Age First Formula field is used to distinguish whether the infant is exclusively or partially breastfed.

This report provides information for monitoring breastfeeding prevalence and identifying education and support needs.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed for monitoring purposes. The report can be used to monitor breastfeeding initiation, duration, and reasons ceased.

The report can also be run cumulatively by quarter, to track cumulative reasons that breastfeeding ceased, which is useful for evaluating changes in education and promotion needs and strategies. Lastly, the report may be run semi-annually and annually for six-month status reports, annual summary reports, and nutrition education plans.

11.74 WIC Breastfeeding Tracking Detail Report (HSPR0718)

Overview

This report creates a list of all participants, by name and ID number, who are less than two months old, currently breastfeeding, and are active participants in the WIC program as of the current date. The phone number, address, birth date, and certification date are listed. This report can be used for early follow-up calls to mothers of breastfeeding newborns.

The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional

Frequency

This report runs automatically during the end-of-day process on the 2nd of the month for the previous month OR may be run as needed from the On-Request Report Selection (RP01) screen with the start and end dates that are specified by the user.

11.75 Program Termination by Reason Code (HSPR0719)

Overview

This report lists all participants terminated, by termination reason, from a program within the clinic during a specified time period. The clinic supervisory staff can use this report as a tool for managing caseload numbers.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.76 participant List (HSPR0720)

Overview

This on-demand report lists all participants active in a program within the clinic. Participant must have a program status of "A" (active) on the Program Information (PA15) screen in any program in order to be listed on this report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Clinic ID	XXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

WARNING: For large clinics, this report will be quite large; therefore the decision to print this report should be made after careful consideration.

11.77 Child List (HSPR0721)

Overview

This on-demand report lists all of the participants in any program within the clinic who are less than six years old. The report uses the participants birth dates to calculate the age of the participants.

The report allows the user the option to display participant's program status. Select yes to show program status and the programs will display for all participants alphabetically. The participant's current program statuses will be displayed.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional

Frequency

This report is run as needed or required.

11.78 Case Manager Activity Summary (HSPR0722)

Overview

This on-demand report is a summary of all of the activities performed by all the employees of a clinic for a specified time period. When a program code is entered, the report will look for participant's that are active in that program.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.79 Case Manager Activity Report (HSPR0723)

Overview

This on-demand report lists each activity performed by a case manager within a specified time period. The report also lists the participant for whom the activity was performed and the time spent on the activity.

This report documents the case manager's use of time. This information is used to determine the cost of case management activities (and hence payments to the case management agency), as well as the amount of matching funds that the Illinois Department of Public Aid will claim from the federal government. The report must be signed by the case manager and countersigned by the case manager s supervisor. Outreach workers and case manager assistants also complete the report during time study periods.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed, but must be printed daily for each case manager or direct service staff during case management time study periods.

11.80 Case Finding List (HSPR0724)

Overview

This report lists all participants who have a case management program record with a status of new Medicaid and a program status date within the date range specified. DCFS wards will be included on the report.

The sort order on this report groups the participants by Medicaid Case ID. This means the infants and guardians will be printed together. Participants are no longer displayed on the report once they have been activated in case management [as documented on the Activity Entry (SV02) screen].

The report runs automatically as well as manually. Please see Frequency below for more information.

Details

After pressing F9 to run the report, users are prompted to select a sort choice. The report can be sorted by Last Name, by First Name, or by Group Number / Case ID.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report runs automatically during the first beginning-of-day process following the Medicaid import download. The Medicaid import process is run monthly at the Central Office. The report may also be run from the On-Request Report Selection (RP01) screen. When the report is run manually, specify the start and end dates. It is recommended that the report not be run for a timeframe greater than one month.

11.81 DCFS Ward List (HSPR0727)

Overview

This report lists all participants, past and present, who are (or have been) DCFS wards, and their foster parents.

The report displays the name, foster parent, participant ID, address, phone number, DCFS case ID number, the case worker s name and phone number, and dates pertinent to the ward s case (such as dates of initial health screening, temporary custody and protective custody).

The DCFS case ID number allows the agency to track the location and other pertinent contact information of the foster parents.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Clinic ID	XXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.82 Births to Participants by Birth Weight (HSPR0728)

Overview

This report lists adult participants, the children born to them, and each child s birth weight. The report may be used to identify low and very low birth weight (i.e. high-risk) infants who should be receiving intensive, public health nursing follow-up.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.83 Medicaid Eligible List (HSPR0729)

Overview

This report lists all of the participants who are active in case management and who have an eligible Medicaid record as identified on the Participant View Additional Eligibility Information (PA42) screen. This report can be used as a caseload management tool by assisting with additional follow-up review of the Caseload Composition Report (HSPR0734) counts of Medicaid participants. (Please refer to 11.88 Caseload Composition Report (HSPR0734) in this chapter for more information about this report.)

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Select/As of Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.84 Services by Provider (HSPR0730)

Overview

This on-demand report lists all of the participants who are under a provider s care as identified in the Primary Care Provider field on the Participant Enrollment (PA03) screen, grouped by provider, within a specified range of dates.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Clinic ID	XXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.85 Provider Detail (HSPR0731)

Overview

This on-demand report displays detailed provider information, as well as the services offered by each provider.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.86 Provider List by Type of Care (HSPR0732)

Overview

This on-demand report produces a list of all providers of each type of service code in the Cornerstone system.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Service Code	XXXX	Code	Optional

Frequency

This report is run as needed or required.

11.87 Alphabetic Provider List (HSPR0733)

Overview

This on-demand report lists all of the providers alphabetically (in name order). Upon printing of this report a pop-up window will be displayed allowing the user to select the active providers, the inactive providers, or both. Typing the first letter of one of the choices (i.e. A, I, or B ) or by using the up and down arrow keys to highlight the appropriate choice and press Enter. There is a page break between the active and inactive providers when both are selected from the pop-up window.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.88 Caseload Composition Report (HSPR0734)

Overview

This report counts families participating in the Family Case Management (FCM) program (Cornerstone code is CM). It is broken down by case manager and includes a summary page at the end.

Totals are given for each family type (i.e. Pregnant Woman, Infant, Child, and Other) and a payment source (Title 20, Medicaid, non-Medicaid, and DCFS).

NOTE: The totals on this report reflect a count of families. The totals on this report are not counts of individual participants.

Who/What Gets Counted: In order to determine the family counts, the report first determines all of the participants that were active in FCM as of the first day of the month/year requested. If a participant was activated after the first day of the month they will not be counted on the report.

After determining the participants that were active on the first day of the month, the report will group them based on the group relationship the participant was in on the first day of the month. Only infants and children who are grouped with an active participant are counted.

NOTE: DCFS wards are always considered to be a group/family by themselves.

After determining the groups, each group is examined in order to determine the most eligible person. The order of precedence is: Pregnant Woman, Infant, and then Child. A participant is considered pregnant if their category code on the first day of the month is P, T20P, or CFSP. A participant is considered an infant if their age is less than 1 year old on the first day of the month, otherwise the participant will be considered a child.

After determining the most eligible person in the group/family, the report will then determine the payment source based on the information entered on the most eligible person. The order of precedence for determining the payment source is: Title 20, Medicaid, non-Medicaid, and DCFS.

Title 20 is based on the participant's category code as of the first day of the month.

Medicaid is determined by checking the Medicaid information on the Participant View Additional Eligibility Information (PA42). In order for the payment source to be Medicaid: the participant must have a PA42 record with an effective from date that is prior to the first day of the month and not have a coverage expiration date, OR the coverage expiration date is after the first day of the month.

A payment source of DCFS will be assigned if the participant's category code is CFS_ OR if the participant has a PA42 record that is eligible on the first day of the month (based on the effective from and coverage expiration dates) and the Group Number begins with 98.

NOTE: In order for an infant or child to be counted on the report, they must have been active in a group relationship on the first day of month. Guardians are not counted on the report.

In order to determine which case manager the family should be counted for, the report looks at the case manager assignments of the most eligible person. The family will be counted for the case manager to whom the participant was most recently assigned, not the case manager the participant was assigned to at the first day of the month.

If no case manager was assigned during the month specified OR the most recent case assignment has been closed, the family will be counted in the Case Manager: Unassigned section of the report.

When running the report manually, specify a month and year for the report and can optionally specify a particular case manager. In order to run the report for one case manager, enter the case manager s Cornerstone ID number in the Employee ID field (will default to the currently logged on user s ID) on the On-Request Report Selection (RP01) screen. To run the report for all case managers, the Employee ID field must be blank (delete the default ID).

The report is produced automatically on the second working day of the month. When the report is run at this time, the WAN is automatically accessed and the Medicaid status of case managed participants is updated.

This report can also be run manually from the Reports selection menu. (Please see Frequency below for more information.)

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Employee ID	999999999	Numeric	Optional
Report Mo/Yr	99/9999	Date	Mandatory

Frequency

11.89 Caseload Composition Detail Report (HSPR0734A)

Overview

This report is produced in conjunction with the Caseload Composition Report (HSPR0734) to help the user understand the counts on that report. This report provides a list of the participants that were counted when tabulating the numbers for the HSPR0734 report. (Please refer to 11.7.27 Caseload Composition Report (HSPR0734) in this chapter for more information about this report.)

When the HSPR0734 report is produced during the end of day processing, the Caseload Composition Detail Report (HSPR0734A) will automatically be printed. If the HSPR0734 report is selected from the On-Request Report Selection (RP01) screen there is a prompt that asks whether the HSPR0734A detail report should also be printed. The HSPR0734A detail report can only be produced in conjunction with the HSPR0734 report.

For each participant counted on the HSPR0734 report, the HSPR0734A detail report will list the participant's name, ID, birth date, category code and Group Head ID (if the participant is active in a group). Since it provides detailed information for the HSPR0734 report, the detail report is based on the same criteria (i.e. month/year) used to generate the HSPR0734 report.

Steps for Reviewing the Report

There are two important dates on the printed report to consider when reviewing this report: the reporting period and the run date. The reporting period (listed in the last line of the report title in the format MM/YYYY) informs the user of which month and year was used to select the information for the report. The run date (printed in the upper right corner of the report) informs the user when the report was actually produced. This information allows for the identification of changes that have been made in Cornerstone (i.e. groups added) since the report was printed, which is important when going through the steps below. Please see Frequency below for more information.

The detail report is broken down by case manager, with any unassigned cases listed at the end of the report under the Case Manager: Unassigned heading. Within the case manager breakdown, the participants are grouped by payment source.

When searching for the appropriate participant and payment source, be aware of the hierarchy used to determine the most eligible participant. The order of precedence for determining the most eligible participant is: pregnant woman (P), infant (I), then child (C). This participant then determines the payment source. The order of precedence for the payment source is: Title 20, DCFS, Medicaid, and non-Medicaid.

Following is a list of steps for checking the participant information on the Program Information (PA15), Participant Group Relationships (PA06), and Case Management Assignment History (CM01) screens when reviewing potential discrepancies on this report. (For further information about these screens, please refer to Chapter 3 Participant Screens under 3.15 Program Information (PA15) and 3.6 Participant Group Relationships (PA06) and Chapter 6 Case Management Screens under 6.1 Case Management Assignment History (CM01).

Program Information Screen (PA15) Steps

Verify the information in the Participant Standard Processing Block (PSPB) as that of the participant in question. (Please refer to Chapter 2 System Environment under 2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse for more information about the PSPB.)
The cursor will be in the Program field. Use Pg Dn and Pg Up in the Program field to scroll through and review ALL the participant's FCM program records.

NOTE: If the participant is enrolled in WIC, a WIC program record will always be displayed first on this screen.

Check the Open/Cert Date field. Was this participant active on or before the first day of the reporting period?
- If no, this is why the participant did not count on the HSPR734 and HSPR734A reports.
- If yes, check the As of" field to the right of the Program Status field. Is the date in this field after the run date of the report?
- If no, continue checking the data by going to step 4.
- If yes, the participant was activated after the report was printed.
If all of the information on the Program Information (PA15) screen seems to be appropriate and the participant is an infant or child, go to the Participant Group Relationships (PA06) screen. If the participant is not an infant or child, jump ahead to the Case Management Assignment History (CM01) screen.

Participant Group Relationships (PA06) Screen Steps

Is the effective date listed in the Effect Date column on or before the first day of the month for the reporting period?
- If no, this is why the participant did not count on the HSPR734 and HSPR734A reports.
- If yes, continue checking the data by going to step 2.
If the information on the Participant Group Relationships (PA06) screen seems to be in line or the participant is not an infant or child, go to the Case Management Assignment History (CM01) screen.

Case Management Assignment History (CM01) Screen Steps

Verify the information in the Participant Standard Processing Block (PSPB) as that of the participant in question. (Please refer to Chapter 2 System Environment under 2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse for more information about the PSPB.)
Determine which case manager the participant was assigned to at the END of the month for the reporting period specified.
- Is the case manager the same as the case manager listed on the HSPR734A report?
- If no, look at the correct case manager s report.
- If yes and the person is in a group, check to see if another group member is more eligible and therefore is the person on the report.

NOTE: If none of the group members are found on the report, then the issue must be researched by Cornerstone support. Call the Cornerstone Service Desk at (866) 7 91-4554,. If, after searching in the above manner, the participant is not displayed and therefore does not appear to be counted, this does not mean there is an error. There is other information that influences the report that cannot be viewed on the Cornerstone screens.

Editable Fields

There are no editable fields because this report is produced in conjunction with the HSPR0734 report. The information contained on the report will be based on the same criteria. For example, if the HSPR0734 report is run for a specific case manager, then only the detailed information for that case manager will be listed on this report.

Frequency

This report runs automatically with the HSPR0734 report during the end of day process on the 2nd of the month for the previous month. For example, when the report is automatically run on June 2nd, it will reflect May's data.

The report may also be run as needed from the On-Request Report Selection (RP01) screen along with the HSPR0734 report with the month and year the user specified. When the HSPR0734 report is selected from the On-Request Report Selection (RP01) screen, there is a prompt that asks if the HSPR0734A detail report should also be printed. The HSPR0734A detail report can only be produced in conjunction with the HSPR0734 report.

NOTE: The report produced automatically provides a point for review for users who later print this report manually. Data changes made after the first day of the month can cause changes in the report. The report produced automatically by the end of day process most accurately reflects the participant information at the first day of the month.

11.90 Follow-up - Missed Planned Service Target Date (HSPR0736)

Overview

This report creates a list of those participants who have missed a planned service target date. When the Enter a Program Code, if desired field is used, the report will look for participants that are active in that program. Report can be run for ALL case managers by leaving the Enter a Case Manager ID, if desired field blank. If a specific provider is listed only participants for that case manager will be run. Participants with multiple case managers in the past will only appear under the current active case manager.

Editable Fields

Field Name	Format	Type	Required
Program Code	XXXX	Code	Optional
Case Manager ID	999999999	Numeric	Optional
HSPR0736	X	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.91 Missed Scheduled Appointments (HSPR0737)

Overview

This report creates a list of those participants who have missed a scheduled appointment date. When a program code is entered, the report will look for participants that are active in that program. When a start and end date are entered, the report will look for all missed scheduled appointments during the specified dates. If no start and end date are entered, the report will look for all appointments that have been missed as of the current date.

Editable Fields

Field Name	Format	Type	Required
Program Code	XXXX	Code	Optional
Case Manager ID	999999999	Numeric	Optional
HSPR0737	X	Alpha/Numeric	Mandatory
FROM	99/99/9999	Date	Optional
TO	99/99/9999	Date	Optional

Frequency

This report is run as needed or required. It can be printed to the screen, directly to the printer or to a file.

11.92 Home Visits Needed (HSPR0738)

Overview

This report creates a list of those participants who have not had a home visit according to the requirements of case management rules. This report reminds case managers about families that will require a home visit during the coming month.

Editable Fields

Field Name	Format	Type	Required
Case Manager ID	999999999	Numeric	Optional
HSPR0738	X	Alpha/Numeric	Mandatory

Frequency

This report should be run at least monthly.

11.93 Face to Face Visits Needed (HSPR0739)

Overview

This report creates a list of those participants who have not had a face-to-face visit as required by case management rules. This report reminds the case manager of individual participants who should receive a face-to-face contact during the coming month.

Editable Fields

Field Name	Format	Type	Required
Case Manager ID	999999999	Numeric	Optional
HSPR0739	X	Alpha/Numeric	Mandatory

Frequency

This report should be run at least monthly.

11.94 Past EDC Dates (HSPR0740)

Overview

This report creates a list of those participants who do not have a related birth record in the Cornerstone system after the allowable grace period following their Estimated Date of Confinement (EDC). This report identifies to the case manager pregnant women whose pregnancy outcome is not known, based on the absence of both a Postpartum Data record (PA10) and a linked Birth Data record (PA11).

When a program code is entered, the report will look for participants that are active in that program. There is a field to the right of the report name that the user can move to and type in a location code, if defined for the clinic.

Editable Fields

Field Name	Format	Type	Required
Program Code	XXXX	Code	Optional
Case Manager ID	999999999	Numeric	Optional
HSPR0740	X	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional

Frequency

This report should be run at least monthly.

11.95 No Participant Contact Within Maximum Time Limit (HSPR0741)

Overview

This report creates a list of those participants who have not had contact with their case manager within the allowable time period. The clinic administrator via the Clinic Administrative Data (AD14) screen will have identified this time period. The time period can be changed when the report is run. When a program code is entered, the report will look for participants that are active in that program.

Editable Fields

Field Name	Format	Type	Required
Program Code	XXXX	Code	Optional
Case Manager ID	999999999	Numeric	Optional
HSPR0741	X	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.96 Upcoming Scheduled Appointments within the Next Five Working Days (HSPR0742)

Overview

This report creates a list of the participants who are scheduled for appointments at the agency within the next five working days. When a program code is entered, the report will look for participants that are active in that program.

Editable Fields

Field Name	Format	Type	Required
Program Code	XXXX	Code	Optional
Case Manager ID	999999999	Numeric	Optional
HSPR0742	X	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.97 Upcoming Terminations (HSPR0743)

Overview

This report creates a list of those participants who will be automatically terminated from a program. The report runs automatically as well as manually. Please see Frequency below for more information.

Editable Fields

Field Name	Format	Type	Required
Case Manager ID	999999999	Numeric	Optional
HSPR0743	X	Alpha/Numeric	Mandatory
FROM	99/99/9999	Date	Required
TO	99/99/9999	Date	Required

Frequency

This report runs automatically during the end of day process on the last day of the month for the next month OR may be run as needed from the On-Request Report Selection screen (RP01) with the start and end dates that are specified by the user.

11.98 Case Management Caseload Summary Report (HSPR0745)

Overview

This report is available to all programs to generate a list of a case manager/employee s active caseload as of the date the report is run. To be selected by the report, a participant must have an active program record or be in a group with a participant that has an active program record.

The following options are provided:

run the report for a specific employee by entering their ID in the Employee ID field;
run the report for the participants without case manager/employee assignments by entering all 9's in the Employee ID field; or
run the report for all case managers/employees by leaving the Employee ID field blank.

A specific program code can be entered to select the caseload for only that program and the report name will reflect the program that was chosen (i.e., Caseload Summary Report for HFI Program .) If no program code is entered, the caseload for all programs will be selected ( Caseload Summary Report for All Programs ).

This report is intended to provide case managers/employees with a snap shot of their current caseload. It is not intended to be used as a means of reconciling or validating information on any other Cornerstone reports.

The report first determines all the participants that have an active program record. Based on this list of participants, family groups will be determined using the group relationships that have been established using the Participant Group Relationships (PA06) screen. The family group will contain all participants who are in the same group as the participant with the active program record.

Participants will be grouped together by the Group Head s participant ID and listed under the case manager/employee to whom the Group Head is assigned.

If the Group Head is not assigned to a case manager/employee, the group will be printed under the Unassigned heading. The Group Head will be printed on the first line of the group and have a pound sign (#) before their name.

If the participant has an active program record and is not in a group relationship, then the participant will be listed singularly under the case manager/employee to whom they are currently assigned.

The report will break between each case manager/employee and will be ordered by the employee ID and program code. Within each case manager/employee s report, the family groups will be printed in order of the Group Head s participant ID or just the participant's ID if there is no group relationship.

If the participant is currently Medicaid eligible, then their Group Number and Recipient/Individual Number will be included on the report. Medicaid eligibility is determined by checking the termination date in the participant's most recent Medicaid/Insurance record. If the termination date is blank or in the future, the participant is considered eligible.

The Medicaid information is only printed if the participant is currently eligible; if no Medicaid information is printed for a particular participant, then that participant is NOT currently Medicaid eligible.

The participant's current category and program start date will also be printed on the report. If the participant has a category code of P, T20P, or CFSP and has a prenatal record without a matching postpartum record, their EDC date will be printed on the report.

For each family grouping, the Group Head s residential address will be printed. For an ungrouped participant, the participant's residential address will be printed. If a residential address is not available, then no address will be printed on the report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional

Frequency

This report is run as needed or required.

11.99 Risk Factors for Intensive Prenatal Case Management (HSPR0746)

Overview

This report provides a list of all of the participants for whom the Risk Factors for Intensive Prenatal Case Management assessment (707G) was completed within a user defined time period. Each risk factor will be identified based on the assessment question number.

Users can enter a selected date range. This range will include assessment information based on the assessment date (date completed) such as the month in which the assessment was done. Only the most recent assessment for a participant will be included (if there is more than one assessment in the defined date range).

This report is sorted by case manager, then by participant.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.100 Family Case Management Participant Risk Report (HSPR0747)

Overview

This report lists all participants who are active in Case Management (CM), in alphabetical order and by their current risk from their most recent assessment.

A participant will be displayed on this report when they are active in Case Management and have one of the three CM assessments (711, 712 or 713).

The required input fields when selecting this report are Report ID, Participant ID and Employee ID. The user will be prompted to print to either screen or printer. Once a selection is made, another selection box will appear, offering three options.

All participants, sorted by risk factor, are sorted alphabetically by participant's last name.
All case managers, grouped by Case Manager, are sorted the same as #1.
One Case Manager with participants is sorted the same as #1.

If a participant is not currently assigned to a Case Manager, they will be listed under the Unassigned Case Manager field.

The report lists a total for At Risk and Not at Risk participants and presents a Summary of Totals on the last page of the report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code	99	Code	Optional
Employee ID	XXXXXXXXX	Numeric	Optional

Frequency

This report is run as needed or required.

11.101 WIC Status of Case Management Not at Risk and At Risk Participants (HSPR0748)

Overview

This report displays the WIC status and clinic information of all participants that have been screened and separates them by their risk status (At Risk or Not At Risk). This report can be run for a single Case Manager by entering their Employee ID in the report field, or for all Case Managers by leaving the Employee ID field blank.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	XXXXXXXXX	Numeric	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.102 Case Management Risk Override Report (HSPR0749)

Overview

The Case Management Risk Override Report (HSPR0749) displays the total number of assessments completed and assessments overridden by each employee.
The report is broken down by assessment type (711, 712, or 713) and risk level.
The HSPR0749 reports can run for one Case Manager or for all Case Managers.
- If there is no override, the participant will appear under the Assessor's id from the assessment on AS01.
- If there is an override, the participant will appear under the override Employee's Id from the assessment on AS01.
When printing the report, there is an option to display the override records for participants. The default choice is yes.
- If the user selects yes, then only the "Name," "ID," and "Assessment Date" of the participants that had assessment overrides will be displayed. If the user selects no, then no participant information will be displayed.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	XXXXXXXXX	Numeric	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.103 Expanded Genetic Screening Tool Tracking Report (HSPR0760)

Overview

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Explanation of Fields

Program Name: This comes from the Family Health History (FHH) assessment on the Assessment (AS01) screen. Specifically, it is the answers from question 101. After printing the coded responses of either WIC/APORS, Family Planning or Other, it will list the descriptions captured in question 102 Other Description.

Number participants Screened: This field counts the number of FHH assessments within the reporting period, grouped by the answer to the 101 question on the assessment. (Old Genetics Screening Tool (GST) assessments will not be counted because they did not include that assessment question).

Number participants with Positive Indicator: This field counts all Genetics Screenings (PA39) in the reporting period that have a positive indicator and that have a 101 question on the FHH assessment (looks at most recent assessment does not have to be in a reporting period).

Positive Indicators: This field counts all Genetic Screenings (PA39) in the reporting period that have a Positive Indicator for the appropriate category.

Education Material Provided: This field counts all Genetics Screenings (PA39) in the reporting period that have the Education Materials Provided Indicator for the appropriate category.

Referred to Geneticist/GC: This field counts all genetic screenings in the reporting period that have a Positive Indicator for the appropriate category and have a referral date in the Genetic Screening Record (PA39).

Kept Appt: This field counts all genetics screenings in the reporting period that have a Positive Indicator for the appropriate category and have the Appt Kept flag set to Y (Yes) in the Genetic Screening Record (PA39).

Refused/Postponed: This field counts all Genetics Screenings (PA39) in the reporting period that have a Positive Indicator for the appropriate category and have a NO response in the most recent FHH assessment question 100, "Would they be interested in seeing a Genetic Counselor? "

Frequency

This report is run as needed or required.

11.104 Summary participant Data Form Genetic Follow-up Report (HSPR0761)

Overview

A participant will only be included on this report if they have the following records:

Genetics (PA39)
Program (PA15) with an Open/Cert Date within the date range of the report
Service Entry (SV01) with a Service Completion Date within the date range of the report. The record must have either a Place of Service of 6 or a Type of Service of 907.

The participant's contact information (from the Activity Record) will be displayed in the Services section of this report. Make sure the Activity Date is within the date range of the report. The numbers for the Services section may come from the Genetics records only, Activity record(s) only or both the Genetics and Activity records.

The following contact/site types will be included in this report:

01 Home: Face to Face, Telephone and Correspondence
02 Office: Face to Face, Telephone and Correspondence
03 Off-Site: Telephone and Correspondence

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.105 Family Health History Summary Report (HSPR0762)

Overview

This on-demand report prints information entered on the FHH Family Health History assessment on the Assessment (AS01) screen. It lists the participants first and last name and participant ID as well as the date the participant was assessed. All participants who have had an assessment within the report Start and End date will appear on this report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.106 Genetic Services Educational Activity Report (HSPR0763)

Overview

This report lists the records added on PA43 (Genetic Services) for Educational Activities.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.107 Genetic Services Additional Information/County Report (HSPR0764)

Overview

This report lists the records added on PA43 (Genetic Services) for additional accomplishments and Non-Cornerstone Participant Counts. The report displays the county, along with the activity and any additional information available, including the Program Description.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.108 EI Participant Enrollment Information Report (HSPR0770)

Overview

This report provides a summary of basic participant demographic data and Early Intervention program enrollment information. After this information is captured in Cornerstone, a printed hard copy of the report can be given to the participant's family and to the designated service providers.

This report is especially useful in documenting child and family information for a new provider.

The report is used by the service coordinator to verify information that has been captured in the participant's electronic file. This report can be used to communicate important participant data to the authorized service providers regarding each EI participant.

This report contains the following information on a single EI program participant:

CFC site number, telephone number, and the service coordinator s name;
child s name, category, address and demographic information;
parent s or guardian s names, identifying numbers, address and demographic information;
other household members;
eligibility determination date, basis for the determination, and diagnosis codes; and
child s primary care physician information.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run during the Early Intervention evaluation process or as needed or required.

11.109 EI Authorized Provider Services Report (HSPR0771)

Overview

This report provides a summary of Early Intervention participant demographic data and authorized provider services. After this information is captured in the Cornerstone system, a printed copy of the report can be given to the participant's family and to the designated service providers.

This report represents the information contained in the authorized services portion of the evaluation/assessment plan or the service plan, as well as some of the enrollment information.

This report is used by the service coordinator to verify the authorized service information that has been captured in the participant's electronic file. The report is used to communicate important billing data to the authorized service providers regarding each Early Intervention participant's approved services.

This report can also be used by the family as a confirmation of the child s authorized program services

The report contains the following types of information on a single EI program participant:

CFC site number, telephone number, and service coordinator s name;
child s name, category, demographic information and address(es); and
authorized services by date and payee.

The authorized services indicate:

service date range,
authorization type and service description,
method (individual/group or purchase/rent/repair),
place of service,
frequency and
intensity data.

Assistive technology service authorizations also include an authorized dollar amount. The authorization date, status information, private insurance option, and any comments entered are also printed.

Separate pages of this report can be optionally printed for each provider (payee, not individual provider). The report may be requested for a specific service date range.

Printing this report updates the Print Date field on the Early Intervention Program Data screen (PA35) for this participant with the current date.

If a specific Provider ID (payee ID) is not requested, a pop-up window will be displayed with the message Do you want a separate report for each provider? The default will be No , but it can be changed to Yes . If Yes is selected, then a complete and separate report will be printed for each provider (payee).

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Provider ID	999999999	Numeric	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is prepared when service authorizations are created or updated during the initial evaluation process (i.e., prior to the service plan). After preparing the service plan, the information in this report will be covered by the EI Service Plan Report (HSPR0777).

11.110 EI Pending Provider Services Report (HSPR0772)

Overview

This report is used to follow-up on Early Intervention provider services for Assistive Technology authorizations that are in a pending status ( PEND ). New Assistive Technology services are initially entered in a pending status and must be approved (or disapproved) by the Central Office.

This report is very similar in format and content to the EI Authorized Provider Services Report (HSPR0771) except that it only includes Assistive Technology services with a status of PEND and it includes all participants that have pending services. Service authorization approval or disapproval is communicated to the appropriate CFCs using this report.

The report provides a summary of participant demographic data and pending provider services. The report may be requested for a specific service start date range, and can be printed at both the local CFCs and Central Office.

This report contains the following types of information for all pending provider services:

CFC site number, telephone number, and service coordinator s name;
child s name, category; and
pending services by date and provider.

The pending services display:

the service date range,
authorization type and service description,
method code (individual/group or purchase/rent/repair),
location, frequency and intensity data.

Pending services also include a pending dollar amount. The authorization entry date and any comments are also printed.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report prints automatically with daily EOD reports or can be generated when a list of pending service authorizations is required.

11.111 EI Participant Follow-up Report (HSPR0773)

Overview

This report is used to follow-up on Early Intervention program participants who are either overdue or will soon be due for a follow-up activity (such as a program reassessment). The report is triggered based on the current IFSP End Date or based on the Next Follow-up Date as entered on the Early Intervention Program Data (PA35) screen.

A parameter date can be entered when selecting the report. If this optional field is left blank, the report will list children that are past due for follow-ups. The user can list children who will be due for a follow-up activity within an upcoming time period (i.e., within the next week or month), enter the As of Date parameter of that time period (i.e., one week or month into the future).

The report can be selected for a single service coordinator or for all service coordinators. The report includes new or active EI program participants only (not terminated).

This report contains:

the participant's ID number,
name,
IFSP due date and/or follow-up date,
the reason for follow-up, and
the participant's category.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Select/As of Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.112 EI Initial Service Plan Due Report (HSPR0774)

Overview

This report is used to help assure that EI participants receive a completed initial service plan when due. The report lists active EI program participants that have not had an initial service plan completed within 45 days of the Intake Begin Date Contact, which is found on the Early Intervention Program Data (PA35) screen. The report is triggered based on the lack of a Current IFSP start date as entered on the Early Intervention Program Data screen (PA35).

A parameter date can be entered when selecting the report. The report can be selected for a single service coordinator or for all service coordinators. The report includes new or active EI program participants only (not terminated). The report can be printed at both the local CFCs and at the Central Office.

This report contains:

the participant's ID number,
category,
name,
program referral date,
initial IFSP due date,
next follow-up date and
the reason for a delay in preparing the service plan.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Select/Asof Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.113 EI Service Plan Report (HSPR0777)

Overview

This report will allow the user to print a single report containing all the information captured in Cornerstone that is pertinent to the service plan. This report is run via the Foxfire program and consolidates selected information from four other Cornerstone reports:

Selected information will be printed on the EI Cover Page based on the EI Participant Enrollment Information Report (HSPR0770)
Selected Participant Forms (CM10) will be printed
Selected assessments will be printed based on the Assessment History Report (HSPR0207)
EI Authorized Provider Services Report (HSPR0771)
Includes the EI Levels of Development (AS03) information for the current IFSP and the 45 days of intake prior to the existing IFSP Begin Date. Any existing EILD information from the Participant Forms (CM10) screen and the Assessment (AS01) screen for the current IFSP also will be included.

The service coordinator runs this report after developing the service plan. This is a family-focused document that contains important information regarding the child and the family. The service plan is given to the family and service providers, as well as to other related parties as necessary.

NOTE: Some information required for the service plan is not captured in Cornerstone. This information will need to be hand-written on the printed service plan or included as an attachment.

Since this report includes the EI Authorized Provider Services Report (HSPR0771), printing this report updates the Print Date field on the Early Intervention Program Data (PA35) screen for this participant with the current date.

A provider ID (payee ID) can be entered in the selection criteria pop-up window to run the report for a specific payee.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Provider ID	XXXXXXXXX	Numeric	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run after developing an individualized Family Service Plan or as needed or required.

11.114 EI Family Fee Report (HSPR0778)

Overview

This report displays family fee information as recorded on the Family Fee pop-up (PA25) screen. This report is to be included with the IFSP for distribution and is to be sent to the parents when the family fee is determined or changed.

The report displays the following information for each child in a family (or group) that is enrolled in Early Intervention:

Participant EI# and Participant Name
IFSP Period
Family Fee Period
Family Fee Annualized Out-Of-Pocket Maximum
Monthly Family Fee Amount
Annual Gross Income and Household Size
Financially Responsible Adult Name and Address Information
Family Fee Information

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory

Frequency

This report is run after developing an Individualized Family Service Plan or as needed or required.

11.115 BCCP - Summary of Services Rendered Report (HSPR0781)

Overview

This report provides a summary of all of the BCCP screening and diagnostic procedures that have been performed within a requested date range and can be broken down by Category Code ( A for CDC-Eligible women and XP for Expansion-Eligible women).

The report is printed in clinic, provider, and procedure code sequence. Details on a single provider may be requested. The clinic summary may also be requested only.

When F9 is pressed to generate the report, a pop-up window with the message Would you like the provider detail shown? is displayed. Type "Y" for yes or "N" for No.

The procedures are divided into three possible categories based on the payor code and charge amount. The objective of this categorization is to determine how many procedures are:

Completely paid through BCCP funds (identified as BCCP on the report)
Partially paid through BCCP funds (identified as Co-Pay on the report)
Not paid at all through BCCP funds (counted only as Other ).

If the payor code is BCCP, the procedure should be counted and the charge amount should be included in category 1.

If the payor code is not BCCP and the charge amount is greater than zero, the procedure should be in category 2. Otherwise, the procedure should be in category 3.

If there are subsequent changes to the procedure charge and/or the payor code that will affect the reimbursement amounts, the report can be generated with the revised totals.

This report is also used by the WISEWOMAN demonstration program. When running the report, entering WW in the Prog. field (of the RP01 screen) will run the report for WISEWOMAN participants only.

Entering BCCP will run the report for BCCP participants only. Leaving the field blank will run the report for both program participants (on separate pages).

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Provider ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Field Name Format Type Required

Report ID XXXXXXXX Alpha/Numeric Mandatory

Provider ID 999999999 Numeric Optional

Pgm. Code XXXX Code Optional

Start Date 99/99/9999 Date Mandatory

End Date 99/99/9999 Date Mandatory

Frequency

This report is run as needed or required.

11.116 BCCP - Detailed Procedure and Reimbursement Report (HSPR0783)

Overview

This report provides a detailed list by participant of all of the screening and diagnostic procedures that have been performed within a requested date range.

The report can be used to monitor billing throughout the month and for billing of clinical services at the end of the month. This final billing report is produced on a monthly basis so that the clinics can request reimbursement from the Department for services rendered.

This report will also be used by clinics to help facilitate provider reimbursement from BCCP and State funds. Enter a provider ID number or leave the space blank to select all providers.

This report can be broken down by Category Code ( A for CDC-Eligible women and XP for Expansion-Eligible women).

NOTE: It is important that results are documented before requesting payment for the procedures.

When F9 is pressed, to generate the report, a pop-up window will be displayed with the message "Is this a preliminary run for the billing?". Type "Y" for Yes when requesting the report for internal use and monitoring. The preliminary report may be requested an unlimited number of times during the month, if needed. It will not affect the data or the final run for billing.

Type "N" for No when requesting the report at the end of the month to submit to Illinois Department of Public Health (IDPH) as billing. A pop-up window will be displayed with the message "This is the final run for the billing. Continue?". This message signifies the agency's last chance to make revisions or correct any errors that may have occurred.

If changes need to be made, type "N" for No and the report will not be generated and any changes or corrections can be made. If no changes need to be made, type "Y" for Yes to generate the final monthly billing report.

Before the report is printed, another pop-up window will be displayed with the message "Would you like to include the provider detail?". Type "N" for No to list the report information in participant order and not include any provider information. This is the preferred style to submit to IDPH for billing. Type"Y" for Yes to break down the data by Provider ID and list the information in participant order.

When the final monthly billing report is generated, Cornerstone will put a "B" for billed into the Bill Status field and insert the current date into the Bill Print field on the Service Entry (SV01) screen. When an "A" for adjusted is noted in the Bill Status field, it indicates the amount has been changed since a previous bill was submitted. It is the responsibility of the agency to determine the amount of the adjustment and add or subtract that amount from the grand total to reflect the amount due from IDPH.

If a record is edited or deleted after a final bill print, a warning message will display: "The procedure charge will be deducted from the current month's 783 Report."
When a service entry is edited after the final bill print and the payor code is "BCCP", "S", or "WW", only the Payor Code, Procedure Charge, Procedure Result Code, and the Units can be edited. If the payor code is "M", "O", or "K", only the Payor Code, Procedure Charge, Procedure Result Code, and Units can be edited. Once the record has been edited, the Bill Acknowledged date will be changed to the current date.

The report will only generate those bills in which the Bill Acknowledged field on the Service Entry (SV01) screen has a date between the beginning and ending date requested for this report. Records that are edited or deleted after the final bill print will be shown on the report. The total amount deleted will be deducted, and the total new amount will be added; both will appear on separate lines under the Participant's ID. Therefore, it is important to add a new service entry with the total correct procedure charge after deleting an incorrect service entry. This will allow the report to show the deduction for the deleted amount and the addition for the new amount.

The report types with sort orders are as follows:

Preliminary report with no provider detail sorted for the clinic in alphabetical order based on the participant's last name.
Preliminary report with provider detail sorted for the clinic in provider order with the participants in alphabetical order based on their last name. A single provider or all providers can be requested.
Final report with no provider detail sorted for the clinic in alphabetical order based on the participant's last name. This format is the preferred style to submit to IDPH for billing.
For all reports, the participant's detail is in service date sequence.

The report, regardless of the report type or sort order, identifies the participant and then lists each procedure billed that month. For each procedure, the report shows the date of service, procedure code and description, procedure result code, billing status, and the amounts reimbursed by BCCP, State, Komen, Medicaid/Medicare, and Other.

The report will show the number of procedures billed and the total dollar amount requested under each reimbursement option on each page. On the last page of the report, a grand total of the dollar amount requested under each reimbursement option is also displayed. The report will also include a page, Further Documentation Required . This page will display procedures with actual procedure dates more than 4 months prior to the start date of the report. If applicable, there may be a page for each program category (A, IWP, O, XP & XR).

This report is also used by the WISEWOMAN demonstration program. When running the report, entering WW in the Prog. field (of the RP01 screen) will run the report for WISEWOMAN participants only. Entering BCCP will run the report for BCCP participants only. Leaving the field blank will run the report for both program participants (on separate pages).

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Provider ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This final monthly billing report should be run monthly and submitted to IDPH for reimbursement. Preliminary reports can be run at any time during the month. The participant's name and social security number will be displayed on the preliminary report. The participant's name and social security number are removed during the final monthly billing report, to maintain participant confidentiality.

11.117 BCCP - Open Screening Cycle Follow-up Report (HSPR0785)

Overview

This report lists all of the participants who have started screening cycles and who are still in an open status (i.e. pending) as of the through date. This report is intended to help the case manager pro-actively follow-up on current participant screening activity. This report is sorted by clinic, case manager, and screening date.

Case managers should run this report periodically as a follow-up tool. Case managers may want to review the participant history prior to making contact with the participant or the medical provider. The report lists the type of service code, screening cycle date, participant ID number, their name, their status and their phone. The screening date represents the beginning of the screening cycle.

Entering BCCP will run the report for BCCP participants only. Leaving the field blank will run the report for both program participants (on separate pages).

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Pgm. Code	99/99/9999	Code	Optional
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.118 BCCP - Rescreening Reminder Report (HSPR0786)

Overview

This report lists all participants who are due to have another mammogram or pap smear based on their next scheduled re-screening date, as entered on the Breast and Cervical Cancer Data (PA30) screen, if it falls within the requested date range. The report is intended to help the case manager pro-actively follow-up on current participants in order to remind them that they are due for a re-screening. This report is sorted by case manager and next re-screening date. Mailing labels can be produced for participants listed on the report.

Case managers should run this report monthly as a case management tool. Case managers may want to review the participant history prior to making contact. This report lists the participant ID number, their name, their phone number, and the key dates. The dates printed are the due date for their next screening, the date or their last screening visit (beginning of the screening cycle), and their last mammogram or pap smear procedure date.

This report is also used by the WISEWOMAN demonstration program. When running the report, entering WW in the Prog. field (of the RP01 screen) will run the report and will locate re-screening dates for WISEWOMAN participants only. Entering BCCP will run the report for BCCP participants only. Leaving the field blank will run the report for both program participants (on separate pages).

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.119 BCCP - Detailed Procedures Results with No Bills (HSPR0787)

Overview

This follow-up report is designed to provide the user with a list of providers that have not yet sent bills on procedures that already have a result code entered into the Cornerstone system. The report looks for procedures that have a result code entered and the bill acknowledgment information blank. This situation represents procedures in which the provider has not billed OR the clinic staff has not acknowledged the bill in the Cornerstone system.

If a provider ID is specified on the On-Request Report Selection (RP01) screen, the report will only contain information on the provider requested. Leaving the provider ID blank will generate a report for all providers.

When F9 is pressed to generate the report, a pop-up window will be displayed with the message Would you like to include the provider detail? . Type "N" for No to list the report information in participant order and not include any provider information. Type "Y" for Yes to break down the data by Provider ID and list the information in participant order.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Provider ID	999999999	Numeric	Optional
Pgm. Code	XXXX	Code	Optional

Frequency

This report should be run monthly as a reminder for the local clinic to contact providers to submit billing.

11.120 BCCP - Procedure Report (HSPR0788)

Overview

This report lists the procedures entered for participants in the BCCP program. The report can be printed for a single participant by specifying the participant's ID on the Reports Selection (RP01) screen. If a participant ID is specified, the report will only contain information on the participant requested.

If a participant ID is not specified when the report is ran, a pop-up window will be displayed, with the message Enter the range of participant IDs to be included on the report: From: A To Z . By pressing F4 to save the default, the report will select all participants.

If desired, change the range to select only participants based upon the first letter of their last name. After changing the range, press F4 to save. This report can be broken down by Category Code ( A for CDC-Eligible women and XP for Expansion-Eligible women)

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	9999-9999-9999-99	Alpha/Numeric	Optional
FROM	X	Alpha	Mandatory
TO	X	Alpha	Mandatory

Frequency

This report is run as needed or required.

11.121 BCCP - Obligated Procedure Report (HSPR0789)

Overview

This report is used to assist the program in determining the funding to be obligated for clinical services. This information will be generated from the Service Provider Selection (RF01) screen when the ONE required referral is entered. The totals following the specific kind of screening represent the number of referrals made that month for each of these types of services. A dollar amount has been assigned by the BCCP to each category that will allow for obligation of funding.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.122 Summary of Current Participants by Prog/Stat/Age (HSPR0790)

Overview

This report provides a summary of the number of participants enrolled in each program, broken down by location code (if applicable), current status, and age. The participant's status and location are determined by looking at their most recent program record for each program. The counts are determined as of the current day; dates cannot be specified.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Loc. Code (if defined)	99	Code	Optional
Pgm. Code	XXXX	Code	Optional

Frequency

This report is run as needed or required.

11.123 Current DCFS Ward Provider Assignments (HSPR0791)

Overview

This report provides a list of the provider assignments of all of the DCFS wards at the clinic. The report is divided into two sections: Children age 0 to 6 and children over 6.

Within each of these sections, the DCFS wards are grouped by their assigned Primary Care Provider as listed on the Participant Enrollment (PA03) screen. The address and phone number of each provider is printed. The number of DCFS wards is totaled for each provider and for each age group section of the report.

A participant will be listed as a DCFS ward on the report if they have a Case Management Program record with a category of CFSI, CFSC, CFSP OR if the participant has a Case Management Program record and their most recent Participant View Additional Eligibility Information (PA42) has a Group Number that starts with 98.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory

Frequency

This report is run as needed or required.

11.124 Caseload Summary Report (HSPR0792)

Overview

This report provides a summary of changes in the number of active participants during the reporting period and the current caseload by case manager or service coordinator. This report is intended to be used to monitor caseloads.

The total current caseload reflects participant additions and terminations that have occurred since the beginning of the reporting period. The caseload portion of the report is only applicable to programs that assign participants to case managers or coordinators.

This report is used by program management personnel to monitor changes in program participation and caseloads for assigned case managers or service coordinators.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Employee ID	XXXXXXXXX	Numeric	Optional
Program Code	XXXX	Code	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.125 EI Caseload for Pending or Blank Determination Codes (HSPR0793)

Overview

This report allows Cornerstone users to identify all participants who have a pending determination code or a blank level of delay code and an IFSP status of A (Active) or P ( Pending). Participants with no determination code entered, or without an Early Intervention Program Data (PA35) record, will also be selected (indicated on the report by ** ).

The report can be run for all service coordinators or for an individual service coordinator. The report is broken down alphabetically by service coordinator, and then ordered alphabetically by participant name. The participant ID, program status, eligibility date, determination code, and level of delay are also displayed on the report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Employee ID	XXXXXXXXX	Numeric	Optional

Frequency

This report is run as needed or required.

11.126 EI Participant Insurance Report (HSPR0794)

Overview

This report prints all insurance information for a participant and will be included with the IFSP for distribution. The report includes the following information:

CFC site and phone number,
service coordinator and phone number,
child s name,
EI number,
date of birth,
participant ID, and
the status of insurance use.

The report also displays the following information for each insurance (INS) record for the participant:

insurance provider name,
address and phone number,
insured party,
group and individual numbers, and
effective and termination dates.

This report displays information as recorded on insurance (INS) records on the Participant Med/Insurance (PA05) screen and the corresponding insurance (INS) address records. The INS1 record data is displayed under the Primary Insurance Information , the INS2 record data is displayed under the Secondary Insurance Information , and so on.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Employee ID	XXXXXXXXX	Numeric	Mandatory

Frequency

This report is run after developing an individualized Family Service Plan or as needed or required.

11.128 BCCP - BCCP/BCCA Assessment History Report (HSPR0896)

Overview

This on-demand report prints information entered on the IBCCP Health Assessment (AS06). It lists the participant's first and last name and participant ID as well as the date the participant was assessed. The participant ID is required to run this report. The report only displays information for the specified participant (on the report screen) if an assessment was entered into the system within the report Start and End Date.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Grp/Part. ID	XXXX-XXXX-XXXX-XX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Optional
End Date	99/99/9999	Date	Optional

Frequency

This report is run as needed or required.

11.129 BCCP - Summary Statistics Report (HSPR0897)

Overview

This report provides a summary of participants based upon demographic information and category of services within a requested date range. Digital mammogram codes are also included in this report.

Editable Fields

Field Name	Format	Type	Required
Report ID	XXXXXXXX	Alpha/Numeric	Mandatory
Start Date	99/99/9999	Date	Mandatory
End Date	99/99/9999	Date	Mandatory

Frequency

This report is run as needed or required.

11.130 BCCP - Summary Statistics Report (HSPR0897C)

Overview

This report lists information related to new and established participants. The Service Date on the report reflects the participant's most recent SV01 Service Entry Date and the Category field on the report reflects the participant's most recent PA15 Program Information screen Category.

Editable Fields

None.

Frequency

This report runs automatically with the HSPR0897 report.

Chapter 11 Reports

Table of Contents

11.0 INTRODUCTION

11.1 BCCP - FOXFIRE REPORTS

11.2 EI FOXFIRE REPORTS

11.3 WIC Participation by Priority and Category (HSPR0107)

11.4 WIC Education Summary (HSPR0108)

11.5 WIC Verification of Certification (VOC) (HSPR0112)

11.6 Food Instrument Log (HSPR0113)

11.7 Participant Master Record - WIC (HSPR0114)

11.8 WIC Medically Prescribed Formula (HSPR0116)

11.9 WIC Breastfeeding Initiation Report (HSPR0117)

11.10 WIC Breastfeeding Reasons Ceased (HSPR0118)

11.11 WIC Breastfeeding Follow-Up Report (HSPR0119)

11.12 WIC Breastfeeding Quality Assurance Report (HSPR0120)

11.13 Participant Master Record (HSPR0201)

11.14 Participant Medical Information (HSPR0202)

11.15 Participant Event History (HSPR0203)

11.16 Care Plan (HSPR0204)

11.17 Participant Case Notes Report (HSPR0205)

11.18 Participant Case/Program Detail (HSPR0206)

11.19 Assessment History (HSPR0207)

11.20 Family Health History Report (HSPR0208)

11.21 Participant CM Risk History Report (HSPR0209)

11.22 Participant Hemoglobin and Lead Information (HSPR0210)

11.23 Child Immunization Record (HSPR0301)

11.24 Needed Immunizations by Recommended Date (HSPR0302)

11.25 Summary of Immunizations for Monthly Accountability (HSPR0304)

11.26 Two Year Old Immunization Coverage Levels (HSPR0305)

11.27 Biologic Inventory Report (HSPR0306)

11.28 Immunization Mailing Labels by Recommended Date (HSPR0308)

11.29 Provider Immunization Activity (HSPR0309)

11.30 Clinic Immunization Activity (HSPR0310)

11.31 Upload Control Totals (HSPR0401)

11.32 Download Control Totals (HSPR0402)

11.33 Download Message Report (HSPR0404)

11.34 Laptops Currently Downloaded (HSPR0405)

11.35 Laptop Upload Exceptions Report (HSPR0406)

11.36 Beginning of Day Messages (HSPR0407)

11.37 Cornerstone Re-indexing Report (HSPR0408)

11.38 Potential Duplicate Participants Report (HSPR0409)

11.39 Edit Error Report (HSPR0410)

11.40 Update Error Report (HSPR0411)

11.41 Import Process - Potential Duplicate Participant Report (HSPR0412)

11.42 Tape Backup Report (HSPR0416)

11.43 Clinic Names & Addresses (HSPR0417)

11.44 Staff Time & Activity (HSPR0418)

11.45 CORNERSTONE INFORMED CONSENT FORM (HSPR0419)

11.46 Request for Removal of Access Rights Form (HSPR0420)

11.47 Agency Update Information (HSPR0421)

11.48 Cornerstone Equipment Theft/Loss Report (HSPR0422)

11.49 MCH Services Claiming Report (HSPR0423)

11.50 Group Schedule (HSPR0501)

11.51 Service Schedule (HSPR0502)

11.52 Class Schedule (HSPR0503)

11.53 Participant Schedule (HSPR0504)

11.54 Clinic Schedule (HSPR0505)

11.55 Staff Schedule (HSPR0506)

11.56 Ineligibility Mailing Register by Program (HSPR0601)

11.57 Participant Schedule by Service Mailing Register (HSPR0602)

11.58 Missed Food Instrument Pick-up Mailing Register (HSPR0603)

11.59 Ad Hoc Mailing Register (HSPR0604)

11.60 Upcoming Terminations (HSPR0605)

11.62 Participants by Program (HSPR0701)

11.63 Summary of New Participants by Program (HSPR0702)

11.64 Participant Referral (HSPR0704)

11.65 Participants with Expected Delivery Date This Month (HSPR0705)

11.66 Participants Who Have Delivered in the Current Month (HSPR0706)

11.67 Infants Who Will Turn 1 Year Old This Month (HSPR0707)

11.68 Summary of Participants Case Managed by Case Manager (HSPR0708)

11.69 Termination Report (HSPR0711)

11.70 Case Management Program Category Code Changes by Participant (HSPR0712)

11.71 Wait List Category and Priority (HSPR0713)

11.72 Referred from Report (HSPR0715)

11.73 WIC Breastfeeding Tracking Summary Report (HSPR0717)

11.74 WIC Breastfeeding Tracking Detail Report (HSPR0718)

11.75 Program Termination by Reason Code (HSPR0719)

11.76 participant List (HSPR0720)

11.77 Child List (HSPR0721)

11.78 Case Manager Activity Summary (HSPR0722)