Initial Contact

Contents Show

The Initial Contact screen is used to view a participant's initial contact record.

Initial Contact screen

Screen Access

Screen Access

  • Display the Participant List screen > Click the Initial Contact toolbar button (pictured below).

Initial Contact

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Initial Contact".

  • All data controls are disabled and display the previously saved values.

  • The New Contact button is visible and disabled as the default.

  • The Close button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the Initial Contact screen are visible and disabled when:

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

Participant group box

  View the information in the Participant group box.

This group box includes controls that allow you to view the name and WIC ID of the participant. The title text of the group box is set to "Participant". The following controls are included in the group box:

Name text and value label

View the last name, first name, and middle initial of the participant in the Name text and value label.

The value label is populated with the value of the LASTNAME, FIRSTNAME, and MIDDLEINITIAL columns of the MEMBER table.

The value displays in {LASTNAME}, {FIRSTNAME} {MIDDLEINITIAL} format.

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

State WIC ID text and value label

View the State WIC ID of the participant in the State WIC ID text and value label.

The value label is populated with the value of the STATEWICID column of the MEMBER table

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

Date calendar control

  View the date on which the initial contact was made in the Date calendar control.

Type drop-down list box

  View the type of initial contact that was recorded for the participant at the time of initial contact in the Type drop-down list box.

First Appointment Offered Date calendar control

  View the date on which the earliest appointment date was be offered to the participant at the time of initial contact in the First Appointment Offered Date calendar control.

WIC Category drop-down list box

  View the participant's WIC category at the time of initial contact in the WIC Category drop-down list box.

Migrant at Initial Contact check box

  View whether the participant was a migrant at the time of initial contact in the Migrant at Initial Contact check box.

Comments multi-line text box

  View any additional comments, remarks, or notes recorded for the participant at the time of initial contact in the Comments multi-line text box.

New Contact button

This button is used for additional functions on the Initial Contact screen in the Clinic application. In the Central Administrative Site and State Office applications, this button is always disabled.

Close button

  Click the Close button to close the screen.

Depending on which screen originally called the Initial Contact screen, one of the following screens displays when the button is clicked:

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

Depending on which screen originally called the Initial Contact screen, one of the following screens 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

Control Type

Table. Column

Notes

Participant

group box

·

·

Name

text and value label

MEMBER. LASTNAME

MEMBER. FIRSTNAME

MEMBER. MIDDLEINITIAL

·

State WIC ID

text and value label

MEMBER. STATEWICID

·

~Date

calendar control

·

This control is not enabled or required in the Central Administrative Site or State Office application modules.

~Type

drop-down list box

·

This control is not enabled or required in the Central Administrative Site or State Office application modules.

~First Appointment Offered Date

calendar control

·

This control is not enabled or required in the Central Administrative Site or State Office application modules.

~WIC Category

drop-down list box

·

This control is not enabled or required in the Central Administrative Site or State Office application modules.

Migrant at Initial Contact

check box

·

·

Comments

text box

·

·

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

|

Central Administrative Site