Certification History

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The Certification History screen of the Participant Folder allows the user to view all previous certifications for a participant and the staff member who completed each step of the certification process.

Certification History screen

Screen Access

Screen Access

  • Display the Participant Folder screen for a client > Click the Certification History tab.

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "[MEMBER.FIRSTNAME MEMBER.MIDDLEINITIAL MEMBER.LASTNAME] - {descriptive value of age} - WIC ID: [MEMBER.STATEWICID] Household ID: [MEMBER.HOUSEHOLDID]", where {descriptive value of age} equals:

  • For infants, display "XX" Months "XX" Days, calculated from the Date of Birth.

  • For children, display "XX" Year(s) "XX" Months "XX" Days calculated from the Date of Birth.

  • For pregnant women, display "XX" weeks gestation calculated from the LMP start date.

  • For pregnant women without an LMP date, display "XX" Year(s) calculated from the Date of Birth.

  • For breastfeeding and non-breastfeeding women, display "XX" Years calculated from the Date of Birth.

  • The tab title is set to "Certification History".

  • The Previous Certifications tree list displays all previous certification periods for the participant. The certification periods display in reverse-chronological order by the value of the certification period date range.

  • The node with the most recent date defaults to expanded. All other nodes default to collapsed.

  • The Show Details button is visible and disabled.

  • The current system date and time is displayed in the status bar at the bottom right of the screen.

Screen Elements

Unless otherwise stated below, all controls on the Certification History screen are visible and enabled when:

If one or more special conditions exist that affect a control on the Certification History screen, the condition(s) are documented for that specific control below.

Previous Certifications tree list

  View items in the Previous Certifications tree list.

This tree list displays the previous certifications for the participant.

This includes information captured only during Certification Guided Script and/or during a Mid-certification Assessment. Once completed, no additional information is captured, with the exception of certain activity done on the same day as the certification completion date. When the system considers pseudo certs, it evaluates the certification effective date and certification end date. The effective date will be the first (MIN) effective date of the certification. The end date will be the last (MAX) end date for the certification. The changes are stored in the CertHistory table.

Occurrences where certifications are not displayed:

Click an item in the tree list to select it. The tree list is single select. Click the plus sign next to an item to expand the tree list and view information specific to the item. Click the minus sign next to an item to collapse the tree list and hide information specific to the item. The data values in the tree list are read-only. It has the following hierarchical structure of nodes:

Previous Certifications root node

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|_Mid-certification Assessment Completed node

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| |_Income Contact node

| |_Health Info node

| |_Height, Weight node

| |_Blood Work node

| |_Immunization node

| |_Nutrition Assessment node

| |_Risk Factors node

| |_Referrals/Other Programs node

| |_Nutrition Education node

| |_Food Prescription node

| |_SOAP Notes node

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|_Previous Certification node

| |

| |_Income Contact node

| |_Health Info node

| |_Height, Weight node

| |_Blood Work node

| |_Immunization node

| |_Nutrition Assessment node

| |_Risk Factors node

| |_Referrals/Other Programs node

| |_Nutrition Education node

| |_Food Prescription node

| |_SOAP Notes node

|

|_Previous Certification node

For all nodes, the following modification rules apply:

Previous Certification node

This node displays the certification period and the participant's WIC Category during the certification period. The node includes an icon with two faces and text in the format of "Certification {certification period (MIN) effective date MM/DD/CCYY)} - {certification period (MAX) end date MM/DD/CCYY)} {WIC Category}". The most recent certification period node defaults to expanded.

Mid-certification Assessment Completed nodes

These nodes display the mid-certification area completed or attempted, the date and time on which the certification area was completed or attempted, the staff ID of the staff member who completed or attempted the certification area, the date and time on which the certification area was modified (if applicable), and the staff ID of the staff member who modified the certification area (if applicable).

All nodes include a mid-certification assessment icon and text in the format of "{certification area}; created {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID}, modified {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID}", with the exception of the Mid-certification Assessment Completed Health Info node for Pregnant or Postpartum women, which does not display the created {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID}.

If a mid-certification assessment node was completed automatically by the SPIRIT system and not accessed by the user during a Mid-certification Assessment, created {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID} are not displayed. For example, when risk factors are assigned automatically by the system and the user does not access the Risk Factors/High Risk link, the Risk Factors node will not be populated with a created by user and created date and time.

Certification Area nodes

These nodes display the certification area completed or attempted, the date and time on which the certification area was completed or attempted, the staff ID of the staff member who completed or attempted the certification area, the date and time on which the certification area was modified (if applicable), and the staff ID of the staff member who modified the certification area (if applicable).

All nodes include a certificate icon and text in the format of "{certification area}; created {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID}, modified {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID}".

If a certification area node was completed automatically by the SPIRIT system and not accessed by the user from the Certification Guided Script, created {date completed (MM/DD/CCYY) time completed (HH:MM AM/PM)} by {staff ID} are not displayed. For example, when risk factors are assigned automatically by the system and the user does not access the Risk Factors/High Risk link, the Risk Factors node will not be populated with a created by user and created date and time.

When a certification is completed as being an ineligible certification attempt, it displays as a node with a certification icon and text in the format of "Certification Attempt {Certification Start Date} - {Ineligible code description from Reference Dictionary, category=RSNINELIG}".

Income Contact:

Health Info:

The Created and Modified values display dependent on the following rules:

Height, Weight:

Blood Work:

Immunization:

Nutrition Assessment:

Risk Factors:

Referrals/Other Programs:

Nutrition Education:

Food Prescription:

SOAP Notes:

The SOAP Notes node includes only Health Notes (HealthNote.NoteType equal 0 (SOAP)).

Show Details button

  Click the Show Details button to view the details of the item currently selected in the tree list.

The control is enabled when:

If a certification node is selected, the Certification Details screen displays when the button is clicked.

If a mid-certification assessment node is selected, the Mid-certification Assessment Details screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

If no data can be validated and saved on the screen:

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label

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Table

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Notes

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Central Administrative Site