1. NEW YORK REVIEW MODULE & CNPXPRESS New York State Department of Health Child and Adult Care Food Program 4.2.2014 Karen Trbovich, MS, RD, CDN Public Health Nutritionist

2. Learning Objective #1 Participants will recognize how use of an automated tool facilitates the process of conducting program reviews while providing web-based data collection and storage. 2

3. Learning Objective #2 Participants will identify factors to consider during the different phases of implementation of an automated review process, based on a presentation of New York’s experiences. 3

4. Outline Review Process in New York Benefits of automation Technical Process Implementation Phases Training Data Reporting 4

5. New York Conduct ~500 CACFP Administrative Reviews per year ~35 reviewers statewide Use laptops in the field with CnpXpress Integration with a web-based application: CACFP Information and Payment System Data hosted On-premis 5

6. Benefits of an Automated System Standardization Efficient-quicker to complete a review Data Reporting- within CIPS & outside CIPS Gateway to training topics 6

7. Environment Overview- New York Report Website 7 CIPS CnpXpress Web-based CAPs Reports Spreadsheets

8. Training Environment Separate CnpXpress dedicated to training Separate CIPS dedicated to training Separate database “Masked” Data 8

9. Outline Review Process in New York Benefits of automation Technical Process Implementation Phases Training Data Reporting 9

10. Automated Review Process Create Review Review Day- Download UploadCAP CLOSE Review 10

11. Progression of CnpXpress & Review Module Customization of CnpXpress (Sept. 2007) Pilot Testing CnpXpress Launch of CnpXpress (June 2008) Development of Review Module Launch of Review Module (Dec 2008) Development of CAPs Launch of CAPs (May 2010) 11

12. Design & Development Facts- CnpXpress Nov 2007 1 st version to Production April 2014 Next version to Production Total number of versions: 14 12

13. Design & Development of CnpXpress Prior to Launch Looked at ~10 reviews/reviewer Looked at current review questions & regulations Developed general questions & findings Add personalization with Standard Comments Auto-population Findings &Recommendations generate directly into the report and CAP Letters 13

14. Types of Review Templates 1. Homes Review Form 2. Multi-Center Review Form 3. Independent Center Review Form 14

15. CnpXpress- Findings 15

16. CnpXpress- Standard Comments 16

17. CnpXpress- Review Report 17

18. Outline Review Process in New York Benefits of automation Technical Process Implementation Phases Training Data Reporting 18

19. Phases of Implementation to Users 19 Dec 2011 CAPsSponsor May 2010 CAPsState December 2008 Create a ReviewState June 2008 CnpXpressState

20. CnpXpress Training- State Users Trained in June 2008 In-person training in Albany How to: download & upload a review answer the questions & add findings generate a review report use the tablets on reviews 20

21. Tablet Training 21

22. Continued Design & Development- CnpXpress & Review Module Question Log Spreadsheets Pre-population from CIPS Data from the Application, Claim & Review Modules into CnpXpress 22

23. CnpXpress- Spreadsheets Income Eligibility Applications Review of Financial Documents Monitoring Visits Vendor Information Attendance and Meal Counts 23

24. CIPS is ready! 24

25. Review Module 25

26. Review Module Training- State Users Trained in Dec. 2009 In-person training in each region How to: log into CIPS create your own review schedule the review select the sites to be reviewed close the review 26

27. Continued Design & Development- CnpXpress & Review Module CAP process in CIPS CAP Letters to the sponsors “Not Completed” Reviews Report Development 27

28. Review Module 28

29. Review Module- CAPs 29

30. Review Module- CAPs 30

31. CAP Training- State Users Trained in May 2010 In-person training in each region How to: enter sponsor responses generate Approval & Not Approval letters 31

32. CAP Training- Sponsor Users Started in Dec. 2011 Trained individually during their review Only “electronic” sponsors who are in CIPS How to: Go into CIPS and reply to their CAPs online 32

33. Staff feedback #1 Q: How do you feel about the transition to CnpXpress? A: “It’s lovely. It’s great. It’s a piece of cake. You can’t rely on it for everything. You still need to use your own words.” ~Maria DeLaCruz, Public Health Nutritionist 33

34. Staff Feedback #2 Q: How long was the learning curve for you? A: “Minimal. I don’t remember any major hurtles. Smooth transition.” ~Monica Seeber Public Health Nutritionist 34

35. Outline Review Process in New York Benefits of automation Technical Process Implementation Phases Training Data Reporting 35

36. Data Reporting Reporting in CIPS Customized these reports to meet our needs. Available through CIPS Reporting on Reports Server Using data tables in the backend (SQL) Reports are deployed to a Reports Website Subscriptions 36

37. Key Findings Less time to complete a review report Improved reporting abilities Keep application design simple Update system requirement documents. Train staff at the same time. Do not underestimate the abilities of users. 37

38. On-going Work Updating of Standard Comments Monitoring of the Reviews Training New Staff & Sponsors Application Development- wants & needs Data Reporting 38

39. CnpXpress- Accomplishments ~4,100 reviews have been created ~2,900 reviews have been conducted using CnpXpress 46 out of 998 electronic sponsors have completed CAPs online

40. Online Demo Use the link to see a video demonstration of CIPS & CnpXpress http://nydontraining.health.state.ny.us/cipsdemo/ 40

41. Karen Trbovich, MS, RD, CDN Public Health Nutritionist New York State Department of Health Child and Adult Care Food Program 518.402.7400 (option #2) kjt03@health.state.ny.us www.health.ny.gov/CACFP 41