Demographics

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The Demographics screen is used to access a client's demographic information. It is a tabbed page on the Demographic Information screen.

Demographics screen

Screen Access

Screen Access

  • Display the Demographic Information screen > Click the Demographics tab as necessary (this screen displays by default).

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 "Demographics".

  • The Initial Contact button is visible and enabled as the default.

  • The Address History button is visible and enabled as the default.

  • If the value of the CLN_DefaultStaffID business rule equals "Y", the Staff Member drop-down list box is not visible. If the value of the business rule equals "N", the Staff Member drop-down list box is visible.

  • If the value of the HIDESSN business rule equals "N", the Social Security Number masked edit box is visible. If the value of the business rule equals "Y", the Social Security Number masked edit box is not visible.

  • If the value of the HideMedicaidID business rule equals "N", the PMI Number text box is visible. If the value of the business rule equals "Y", the PMI Number text box is not visible.

  • If the value of the UsesBatchIssuance business rule equals "N", the Batch Issuance check box is not visible.. If the value of the business rule equals "Y", the Batch Issuance check box is visible and disabled as the default.

  • If the value of the UsesMOV business rule equals "Y", the Balto Type text and value label is visible, disabled, and initially displays the value of the selection saved in the Household Balto Type drop-down list box on the EBT Household Demographics screen in the Clinic application module. If no selection has been saved in the Household Balto Type drop-down list box on the EBT Household Demographics screen in the Clinic application module, the Balto Type text and value label is visible, disabled, and initially displays "N/A" as the default. If the value of the business rule equals "N", the Balto Type text and value label is not visible.

  • 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 Demographics screen are visible and disabled when:

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

Last text box

  View the last name as recorded during certification, prescreening, or in the Participant Folder in the Last text box.

Information in this control is read-only and cannot be changed.

First text box

  View the first name as recorded during certification, prescreening, or in the Participant Folder in the First text box.

Information in this control is read-only and cannot be changed.

MI text box

  View the middle initial as recorded during certification, prescreening, or in the Participant Folder in the MI text box.

Information in this control is read-only and cannot be changed.

Address text box

  View the street address information at which the client resides as recorded during certification, prescreening, or in the Participant Folder in the Address text box.

Information in this control is read-only and cannot be changed.

City drop-down list box

  View the name of the city in which the client resides as recorded during certification, prescreening, or in the Participant Folder in the City drop-down list box.

Information in this control is read-only and cannot be changed.

State text box

  View the two-character abbreviation for the state in which the client resides as recorded during certification, prescreening, or in the Participant Folder in the State text box.

Information in this control is read-only and cannot be changed.

ZIP masked edit box

  View the five- or nine-character code for the postal zone in which the client resides as recorded during certification, prescreening, or in the Participant Folder in the ZIP masked edit box.

Information in this control is read-only and cannot be changed.

County drop-down list box

  View the name of the county in which the client resides as recorded during certification, prescreening, or in the Participant Folder in the County drop-down list box.

Information in this control is read-only and cannot be changed.

Note

NOTE: Counties, Legal Municipalities, Local Municipalities, and ZIP Codes are maintained on the following screens in the Reference Utility application module:

  • Counties/Legal Municipalities/Local Municipalities

  • County/City by ZIP Code

For additional information, see the following topics:

  • Maintaining Counties

  • Maintaining Legal Municipalities

  • Maintaining Local Municipalities

  • Maintaining County/City by Zip Code

Balto Type text and value label

  If the participant is eligible to receive food items for a benefit period by a contracted mail order vendor, view the type of Balto home delivery issuance specified for the participant's in the Balto Type text and value label.

The information displayed is read-only. The value label displays in the inverse color of the screen.

The value label is populated with the value of the MOVTYPE column of the HOUSEHOLD table. If no value exists in the MOVTYPE column of the HOUSEHOLD table, the value label displays "N/A" as the default.

The control is visible when:

Note

NOTE: Participants become eligible to receive food items for a benefit period by a state-contracted mail order vendor when an option is selected in the Household Balto Type drop-down list box on the EBT Household Demographics screen in the Clinic application module.

The Household Balto Type drop-down list box is enabled on the EBT Household Demographics screen in the Clinic application module when the value of the UsesMOV business rule equals "Y". The control is enabled the first time a user accesses the screen. Once a selection is made and saved, the control is disabled.

E-mail text box

  View the e-mail address at which the client can be contacted as recorded during certification, prescreening, or in the Participant Folder in the E-mail text box.

Information in this control is read-only and cannot be changed.

Birth Date calendar control

  View the date on which the client was born as recorded during certification, prescreening, or in the Participant Folder in the Birth Date calendar control.

Information in this control is read-only and cannot be changed.

Gender drop-down list box

  View the gender of the client as recorded during certification, prescreening, or in the Participant Folder in the Gender drop-down list box.

Information in this control is read-only and cannot be changed.

WIC Category drop-down list box

  View the WIC category of the client as recorded during certification, prescreening, or in the Participant Folder in the WIC Category drop-down list box.

Information in this control is read-only and cannot be changed.

Social Security Number masked edit box

  View the Social Security Number of the client as recorded during certification, prescreening, or in the Participant Folder in the Social Security Number masked edit box.

The control is visible when:

Information in this control is read-only and cannot be changed.

PMI # text box

  View the Medicaid identification number of the client as recorded during certification, prescreening, or in the Participant Folder in the PMI # text box.

Information in this control is read-only and cannot be changed.

Note

NOTE: Depending on your WIC Program, the Social Security Number and PMI # controls may not be available.

Mail group box

  View the information in the Mail group box.

The group box includes controls that allow you to view mailing address information for the client as recorded during certification, prescreening, or in the Participant Folder. The title text of the group box is set to "Mail". The following controls are included in the group box:

Address text box

This control displays the street address information at which the client receives mail as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

City text box

This control displays the name of the city in which the client receives mail as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

State text box

This control displays the two-character abbreviation for the state in which the client receives mail as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

ZIP masked edit box

This control displays the five- or nine-character code for the postal zone in which the client receives mail as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

Initial Contact button

  Click the Initial Contact button to add or view an initial contact for the participant.

The Initial Contact screen displays when the button is clicked.

Race/Ethnicity button

  Click the Race/Ethnicity button to view the client's race and ethnicity.

The Race/Ethnicity screen displays when the button is clicked.

Address History button

  Click the Address History button to view the client's address history.

The Display Household History screen displays when the button is clicked.

Homeless check box and group box

  View the information in the Homeless group box.

This group box includes controls that allow you to verify whether the client is homeless, the date on which verification was recorded, and the fixed nighttime location as recorded during certification, prescreening, or in the Participant Folder. The title text of the group box is set to "Homeless".

Date Verified calendar control

This control displays the date on which the client's homeless status was verified as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

Fixed Nighttime Location drop-down combo box

This control displays the name of the fixed location at which the client spends the night as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

ID Proof drop-down list box

  View the identification used by the client or an authorized representative to prove the client's identity as recorded during certification, prescreening, or in the Participant Folder in the ID Proof drop-down list box.

Information in this control is read-only and cannot be changed.

Residency Proof drop-down list box

  View the form of verification used by the client or an authorized representative to prove the client's residency as recorded during certification, prescreening, or in the Participant Folder in the Residency Proof drop-down list box.

Information in this control is read-only and cannot be changed.

Telephone 1 masked edit box

  View the primary telephone number at which the client can be contacted as recorded during certification, prescreening, or in the Participant Folder in the Telephone 1 masked edit box.

Information in this control is read-only and cannot be changed.

Comment text box

  View the comments associated with the primary telephone number as recorded during certification, prescreening, or in the Participant Folder in the Comment text box.

Information in this control is read-only and cannot be changed.

Telephone 2 masked edit box

  View the secondary telephone number at which the client can be contacted as recorded during certification, prescreening, or in the Participant Folder in the Telephone 2 masked edit box.

Information in this control is read-only and cannot be changed.

Comment text box

  View the comments associated with the secondary telephone number as recorded during certification, prescreening, or in the Participant Folder in the Comment text box.

Information in this control is read-only and cannot be changed.

Physically Present radio button group

  View the options in the Physically Present radio button group.

This radio button group includes controls that allow you to view whether the client is physically present at the clinic during the certification attempt or prescreening. The title text of the radio button group is set to "Physically Present".

The following radio buttons are included in the group:

Yes radio button

This radio button indicates whether the client was physically present at the clinic during the certification attempt or prescreening.

No radio button

This radio button to that whether the client was not physically present at the clinic during the certification attempt or prescreening.

Reason Not Present drop-down list box

  View the reason the client was not physically present as recorded during certification or prescreening in the Reason Not Present drop-down list box.

Information in this control is read-only and cannot be changed.

Batch Issuance check box

  View the Batch Issuance check box to verify whether batch issuance was selected for this participant.

The control is visible when:

Information in this control is read-only and cannot be changed.

Maiden Name group box

  View the information in the Maiden Name group box.

This group box includes controls that allow you to view the maiden name of a woman who has changed her name as a result of marriage as recorded during certification, prescreening, or in the Participant Folder. The title text of the group box is set to "Maiden Name". The following controls are included in the group box:

Last text box

This control displays the last name as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

First text box

This control displays the first name as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

MI text box

This control displays the middle initial as recorded during certification, prescreening, or in the Participant Folder. Information in this control is read-only and cannot be changed.

Migrant check box

  View the Migrant check box to verify whether the client is a migrant farm worker as recorded during certification, prescreening, or in the Participant Folder.

Information in this control is read-only and cannot be changed.

Living with Foster Parent(s) check box

  View the Living with Foster Parent(s) check box to verify whether the client is living with foster parents as recorded during certification, prescreening, or in the Participant Folder.

Information in this control is read-only and cannot be changed.

Clinic Assigned drop-down list box

  View the clinic to which the client is assigned as recorded during certification, prescreening, or in the Participant Folder in the Clinic Assigned drop-down list box.

Information in this control is read-only and cannot be changed.

Staff Member drop-down list box

  View the WIC staff member to which the client is assigned as recorded during certification, prescreening, or in the Participant Folder in the Staff Member drop-down list box.

Information in this control is read-only and cannot be changed.

The control is visible when:

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.

For more information about the Data Map for this screen, see the Demographic Information Data Map topic.

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