Processing Standards - Documenting Initial Contacts

Processing Standards -
Documenting Initial Contacts

Training Materials


MN WIC Program

The following are training materials available to assist Local Agency staff in how to to use the Initial Contact screen in HuBERT. The Initial Contact screen is how first contact with applicants/participants is documented and allows verification of compliance with the Federal Processing Standards. The objective of the Initial Contact is to ensure that Local Agencies are serving participants as quickly as possible and to the best of their abilities.


HuBERT Training Module - Initial Contact for Meeting Processing Standards
On-line training module that reviews the Processing Standards and when and how to use the Initial Contact screen to document the first contact with participants.

Processing Standards - Documenting Initial Contacts FLOW CHART
Flow chart to assist with determining whether the Initial Contact screen is required based on the type of participant.

Processing Standards - Documenting Initial Contacts SCENARIOS
Different scenarios that require completion of the Initial Contact screen including best practices and guidance.

Processing Standards - Documenting Initial Contacts ADDITONAL GUIDANCE
Frequently asked questions and best practices.

MOM Section 3.2 - Timeframes for Scheduling Certification Appointments
Policy for meeting Processing Standards requirements.

Initial Contacts Infoview Reports
Reports to help Local Agencies monitor how well staff are documenting Initial Contacts.