Applicant Prescreening

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The Applicant Prescreening screen is used to record information gathered for an applicant during the Prescreening process.

During prescreening, the WIC staff member will gather mostly demographic information from the client. This exchange may take place during a telephone call or in person with the client. The system performs the same way whether the client is an applicant or a participant, except where explicitly noted in the documentation.

The information gathered during prescreening establishes a record for the client in the system and updates the information on the Demographics tab of that record. Only some of the demographic information is required or applicable at the time of prescreening. Only pertinent data elements required for application are included on the screen.

Applicant Prescreening screen

Screen Access

Screen Access

Display the Participant List screen, and then do one of the following:

To add a new household:

  • Select the Create New Household menu option on the Participant List menu.

  • Click the Create New Household toolbar button (pictured below).

Create New Household

To add a new household member to an existing household:

  • Select a client in the Participant List data grid, and then select the Create New Member menu option on the Participant List menu.

  • Select a client in the Participant List data grid, and then click the Create New Member toolbar button (pictured below).

Create New Member

  • Click the OK button while the Add Another Household Member radio button is selected on this screen.

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "Applicant Prescreening".

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

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

When adding a new household:

  • The Last Name text box is visible, enabled, and initially blank as the default.

  • The First Name text box is visible, enabled, and initially blank as the default.

  • The MI text box is visible, enabled, and initially blank as the default..

  • The Date of Birth calendar control is visible, enabled, and initially blank as the default.

  • The Address text box is visible, enabled, and initially blank as the default.

  • The WIC Category drop-down list box is visible, enabled, and initially blank as the default.

  • The City drop-down list box is visible, enabled, and initially blank as the default.

  • The State text box is enabled and defaults to the two-character state abbreviation of your current state (the state defined in the STATEPROFILE table).

  • The ZIP masked edit box is visible, enabled, and initially blank as the default.

  • The County drop-down list box is visible, enabled, and initially displays the default county defined for the clinic selected when the user logged into the application. If the county default is not defined for the clinic, the drop-down list box is enabled and blank. Default county values are defined in the Clinic Information Maintenance function in System Administration or through the Agency/Clinic screen in Reference Utility.

  • The Gender drop-down list box is visible, enabled, and initially blank as the default.

  • The Authorized Representative group box is visible and contains the following control(s)::

  • The Last Name text box is visible, enabled, and initially blank as the default.

  • The First Name text box is visible, enabled, and initially blank as the default.

  • The MI text box is visible, enabled, and initially blank as the default.

  • The Relationship drop-down list box is visible, enabled, and initially blank as the default.

  • The Marital Status drop-down list box is visible, enabled, and initially blank as the default.

  • The Education Level drop-down list box is visible, enabled, and initially blank as the default.

  • The Register to Vote drop-down list box is visible, enabled, and initially blank as the default.

  • The Mail group box is visible and contains the following control(s):

  • The Same as Residence button is visible and enabled as the default.

  • The Address text box is visible, enabled, and initially blank as the default.

  • The City text box is visible, enabled, and initially blank as the default.

  • The State text box is visible, enabled, and initially displays to the two-character state abbreviation of the current state defined in the STATEPROFILE table.

  • The ZIP masked edit box is visible, enabled, and initially blank as the default.

  • The Applicant Has VOC Document check box is visible, enabled, and initially unchecked as the default.

  • The Certification End Date calendar control is visible, disabled, and initially blank as the default.

  • The Telephone 1 masked edit box is visible, enabled, and initially blank as the default.

  • The Comment text box for Telephone 1 is visible, enabled, and initially blank as the default.

  • The Telephone 2 masked edit box is visible, enabled, and initially blank as the default.

  • The Comment text box for Telephone 2 is visible, enabled, and initially blank as the default.

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

  • The Race/Ethnicity button is visible. It is enabled if the value of the RACEBUTTONENABLEDONPRESCREEN business rule is set to "Y", and disabled if the value of the RACEBUTTONENABLEDONPRESCREEN business rule is set to "N".

  • The Income Calculator button is visible and enabled as the default.

  • The How Heard about WIC drop-down list box is visible, enabled, and initially blank as the default.

  • The Clinic Assigned drop-down list box is visible, enabled, and initially blank as the default.

  • The Staff Member drop-down list box is visible, enabled, and "Clinic Staff" is initially selected as the default if the CLN_DefaultStaffID business rule is set to "Y" and at least one staff member has been established for the clinic. If the CLN_DefaultStaffID business rule is set to "N", the drop-down list box is not visible. (During a certification attempt, the ID of the currently logged in staff member is initially selected as the default).

  • The Household Language(s) group box is visible and contains the following control(s):

  • In the Household Language(s) group box, the Need Interpreter check box is visible, enabled, and unchecked.

  • In the Household Language(s) group box, the Correspondence Preference drop-down list box is visible, enabled, and displays the default language defined for the clinic selected when the user logged into the application. If the language default is not defined for the clinic, the drop-down list box is enabled and blank. Default language values are defined for clinics in the Clinic Information Maintenance function in System Administration or through the Agency/Clinic screen in Reference Utility.

  • In the Household Language(s) group box, the Language1 drop-down list box is visible, enabled, and displays the default language defined for the clinic selected when the user logged into the application. If the language default is not defined for the clinic, the drop-down list box is enabled and blank. Default language values are defined for clinics in the Clinic Information Maintenance function in System Administration or through the Agency/Clinic screen in Reference Utility.

  • In the Household Language(s) group box, the Read check box for Language1 is visible, enabled, and checked if the Language1 value is populated. If Language1 is not populated, the Read check box for Language1 is enabled and unchecked.

  • In the Household Language(s) group box, the Spoken check box for Language1 is visible, enabled, and checked if the Language1 value is populated. If Language1 in not populated, the Spoken check box for Language1 is enabled and unchecked.

  • In the Household Language(s) group box, the Language2 drop-down list box is visible, enabled, and blank.

  • In the Household Language(s) group box, the Read check box for Language2 is disabled and unchecked.

  • In the Household Language(s) group box, the Spoken check box for Language2 is disabled and unchecked.

  • The On Completion radio button group is visible, enabled, and the radio button defined in the SCREENAFTERPRESCREEN business rule is selected as the default.

  • The Application Date value label is visible, disabled, and initially displays the current system date.

  • The Schedule Appointment check box is visible, enabled, and initially unchecked as the default..

When adding a new member to an existing household:

  • The Last Name text box is visible, enabled, and initially blank as the default.

  • The First Name text box is visible, enabled, and initially blank as the default.

  • The MI text box is visible, enabled, and initially blank as the default..

  • The Date of Birth calendar control is visible, enabled, and initially blank as the default.

  • The Address text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The WIC Category drop-down list box is visible, enabled, and initially blank as the default.

  • The City drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The State text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The ZIP masked edit box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Gender drop-down list box is visible, enabled, and initially blank as the default.

  • The County drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Authorized Representative group box is visible and contains the following control(s)::

  • The Last Name text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The First Name text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The MI text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Relationship drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Marital Status drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Education Level drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Register to Vote drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Mail group box is visible and contains the following control(s):

  • The Same as Residence button is visible and enabled as the default.

  • The Address text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The City text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The State text box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The ZIP masked edit box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Applicant Has VOC Document check box is visible, enabled, and initially unchecked as the default.

  • The Certification End Date calendar control is visible, disabled, and initially blank as the default.

  • The Telephone 1 masked edit box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Comment text box for Telephone 1 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the text box is visible, enabled, and initially blank as the default.

  • The Telephone 2 masked edit box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the masked edit box is visible, enabled, and initially blank as the default.

  • The Comment text box for Telephone 2 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the text box is visible, enabled, and initially blank as the default.

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

  • The Race/Ethnicity button is visible. It is enabled if the value of the RACEBUTTONENABLEDONPRESCREEN business rule is set to "Y", and disabled if the value of the RACEBUTTONENABLEDONPRESCREEN business rule is set to "N".

  • The Income Calculator button is visible and enabled as the default.

  • The How Heard about WIC drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Clinic Assigned drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Staff Member drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Household Language(s) group box is visible and contains the following control(s):

  • The Need Interpreter check box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Correspondence Preference drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the drop-down list box is visible, enabled, and initially blank as the default..

  • The Language1 drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Read check box for Language1 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Spoken check box for Language1 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen.

  • The Language2 drop-down list box is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the drop-down list box is visible, enabled, and initially blank as the default.

  • The Read check box for Language2 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the check box is visible, enabled, and initially unchecked as the default.

  • The Spoken check box for Language2 is visible, enabled, and initially displays the value recorded for the client that was selected in the data grid on the Participant List screen. If no information was recorded for the selected client, the check box is visible, enabled, and initially unchecked as the default.

  • The On Completion radio button group is visible, enabled, and the radio button defined in the SCREENAFTERPRESCREEN business rule is selected as the default.

  • The Application Date value label is visible, disabled, and initially displays the current system date.

  • The Schedule Appointment check box is visible, enabled, and initially unchecked as the default..

Screen Elements

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

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

Last Name text box

  Enter the last name in the Last Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters.

First Name text box

  Enter the first name in the First Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters.

MI text box

  Enter the first letter of the middle name in the MI text box.

The text box allows the entry of alphabetic characters only. Numeric and special characters are not allowed. The maximum number of characters that can be entered in the text box is one (1) character.

Birth Date calendar control

  Select or enter the date on which the person was born in the Birth Date calendar control.

The system will perform a calculation on the participant's birth date when entered. If the value of the AUTOWICCATEGORY business rule is set to "Y", the WIC Category drop-down list box will automatically be changed to "Infant" or "Child" if the date of birth entered is for a participant who is an infant or a child.

Note

NOTE: Depending on your WIC Program, the WIC Category drop-down list box may automatically be changed to "Infant" or "Child" if the birth date entered is for a participant who is an infant or a child.

Valid ages for WIC categories are as follows:

WIC Category

Minimum Date

Maximum Date

Infant

current system date

364 days previous to current system date (365 if spanning a leap year)

Child

one (1) year previous to current system date

Value set for State business rule MAXIMUMCHILDAGE previous to current system date

Pregnant

Value set for State business rule MINIMUMWOMANAGE previous to current system date

Value set for State business rule MAXIMUMWOMANAGE previous to current system date

Breastfeeding

Value set for State business rule MINIMUMWOMANAGE previous to current system date

Value set for State business rule MAXIMUMWOMANAGE previous to current system date

Non-breastfeeding

Value set for State business rule MINIMUMWOMANAGE previous to current system date

Value set for State business rule MAXIMUMWOMANAGE previous to current system date

If the value of the Date of Birth (or Birth Date) calendar control is invalid for the age of the selected WIC Category using the AGEDEFINITION table, a standard error message (E0066) displays.

Address text box

  Enter the address information in the Address text box.

The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in the text box is fifty (50) characters.

City drop-down list box

  Select the city in the City drop-down list box.

The drop-down list box is filled with a sub-set of cities from the LOCALMUNICIPALITY table sub-set by COUNTYCD. The options in the drop-down list box are a sub-set of the LOCALMUNICIPALITY table restricted by HEALTHCOUNTYID. The options in the drop-down list box are sorted alphabetically in ascending order. Whenever a county is selected in the County drop-down list box, the City drop-down list box is refreshed and populated with options for all cities located in the selected county.

The control is enabled when:

Upon changing a value in the City for an existing record, if the City has only one ZIP code, the ZIP field is automatically populated. If the City has more than one ZIP code, the user will be prompted to select the correct ZIP code from a list.

State text box

  Enter the two-character abbreviation for the state in the State text box.

It defaults to your current state. The text box allows the entry of alphabetic characters only. Numeric and special characters are not allowed. The maximum size of the text box is two (2) characters.

ZIP masked edit box

  Enter the five- or nine-character code for the postal zone in the ZIP masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "#####-####" to allow the entry of a five-character ZIP code and a four-character ZIP code extension (if known). If the four-character extension is not entered, the extension will be populated with zeros automatically when focus is removed from the control. A partial entry is not allowed. If any part of the five-character ZIP code is entered, a complete five-character ZIP code is required. If any part of the four-character ZIP code extension is entered, a complete nine-character ZIP code is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Upon entering a value in the ZIP masked edit box, if the ZIP code entered  is found in the COUNTYCITYBYZIP table, the following fields will be automatically populated as follows:

If a value exists for the State text box, County drop-down list box, and City drop-down list box, and the user enters or modifies the ZIP masked edit box, the system will not overwrite the previous entry/selection.

Upon changing a value in the ZIP masked edit box for an existing record, if the ZIP code entered has more than one city associated with it, a dialog box displays the user is prompted to select the correct city from a list.

Upon entering a value in the ZIP masked edit box, if the ZIP code entered is not found in the COUNTYCITYBYZIP table, the system will bypass the automatic update process.

Note

NOTE: A standard warning message (W0020) displays when the City drop-down list box and/or the ZIP masked edit box are updated for the participant's physical address and data is saved on the Applicant Prescreening screen when adding a new member to an existing household that is currently marked as receiving Balto home delivery benefits on the EBT Household Demographics screen in the Clinic application module.

County drop-down list box

  Select the county in the County drop-down list box.

The options in the drop-down list box are sorted alphabetically in ascending order. Whenever a county is selected in the County drop-down list box, the City drop-down list box is enabled, refreshed, and populated with options for all cities located in the selected county. The drop-down list box is filled with a sub-set of counties in the COUNTY table restricted by STATECD.

The control is enabled when:

When a County is selected, if the selected county has only one ZIP code, the ZIP masked edit box is automatically populated.

WIC Category drop-down list box

  Select the WIC category in the WIC Category drop-down list box.

The drop-down list box is filled with all WIC categories that currently exist in the DESCRIPTION column of the WICSTATUS table. The options in the drop-down list box are sorted alphabetically in ascending order.

If the AUTOWICCATEGORY business rule is set to "Y", the WIC Category drop-down list box will automatically be changed to Infant or Child if the date of birth entered is for a participant who is an infant or a child.

When the WIC category specified for the participant in the WIC Category drop-down list box is Pregnant; Breastfeeding; or Non-Breastfeeding, the system will automatically select 'Female' in the Gender drop-down list box and disable the Gender drop-down list box.

The specified gender must be applicable to the selected WIC Category, according to the following data grid:

WIC Category

Acceptable Gender

Infant

Male, Female

Child

Male, Female

Pregnant

Female

Breastfeeding

Female

Non-breastfeeding

Female

If the selected WIC Category is not within the specified range, the system displays the E0070 standard error message.

Gender drop-down list box

  Select the applicant's gender in the Gender drop-down list box.

The control is enabled when:

The drop-down list box displays all REFERENCEDICTIONARY.DESCRIPTION values contained in the Reference Dictionary table where the REFERENCEDICTIONARY.CATEGORY = 'Gender'.

If the value selected in the WIC Category drop-down list box is "Pregnant", "Breastfeeding", or "Non-Breastfeeding" the value in the Gender drop-down list box defaults to "Female" and the Gender drop-down list box is disabled.

Authorized Representative group box

  View or update the information in the Authorized Representative group box.

The group box includes controls that allow you to view, enter, or update information for the primary authorized representative for the household. The title text of the group box is set to "Authorized Representative".

Last Name text box

View, enter, or update the last name in this text box. The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters.

If the authorized representative's Last Name is entered, the authorized representative's First Name is required.

First Name text box

View, enter, or update the first name in this text box. The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters.

If the authorized representative's First Name is entered, the authorized representative's Last Name is required.

MI text box

View, enter, or update the first letter of the middle name in this text box. The text box allows the entry of alphabetic characters only. Numeric and special characters are not allowed. The maximum number of characters that can be entered in the text box is one (1) character.

Relationship drop-down list box

Select the relationship of the individual to the household.

It displays all Reference Dictionary descriptions where the Reference Dictionary category = "Relationship". The control is initially blank.

Marital Status drop-down list box

Select the marital status of the individual.

It displays all Reference Dictionary descriptions where the Reference Dictionary category = "MARITALSTS". The control is initially blank.

Education Level drop-down list box

Select the highest level of education attained by the individual.

It displays all active Reference Dictionary descriptions where the category is "EDULEVEL".

It displays all Reference Dictionary descriptions where the Reference Dictionary category = "EDULEVEL". The control is initially blank.

Register to Vote drop-down list box

Select the voter registration status of the individual in the Register to Vote drop-down list box.

It displays all Reference Dictionary descriptions where the Reference Dictionary category = "REGISTERTOVOTE". The control is initially blank.

Mail group box

  Complete the information in the Mail group box.

The group box includes controls that allow you to view, enter, or update mailing address information. The title text of the group box is set to "Mail". The following controls are included in the group box:

Same as Residence button

Click this button to copy information entered for the residential address into the controls in the Mail group box.

Upon selection of the Same as Residence button, the system will copy the value of the residence Address text box to the mailing Address text box, the value of the residence City drop-down list box to the mailing City text box, and the value of the residence ZIP masked edit box to the mailing ZIP masked edit box.

Any existing address information in the Mail group box is overwritten with the information currently recorded for the residential address.

Address text box

View, enter, or update the address information in the Address text box. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in the text box is fifty (50) characters.

City text box

View, enter, or update the name of the city in this text box. The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

State text box

View, enter, or update the two-character abbreviation for the state in this text box. It defaults to your current state. The text box allows the entry of alphabetic characters only. Numeric and special characters are not allowed. The maximum size of the text box is two (2) characters.

The text box defaults to the two-character abbreviation for your state.

ZIP masked edit box

View, enter, or update the five- or nine-character code for the postal zone in this masked edit box. The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "#####-####" to allow the entry of a five-character ZIP code and a four-character ZIP code extension (if known). If the four-character extension is not entered, the extension will be populated with zeros automatically when focus is removed from the control. A partial entry is not allowed. If any part of the five-character ZIP code is entered, a complete five-character ZIP code is required. If any part of the four-character ZIP code extension is entered, a complete nine-character ZIP code is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Applicant Has VOC Document check box

  Select the Applicant Has VOC Document check box to indicate the applicant has a valid VOC document from another state.

The VOC Certification screen displays when the OK button is clicked.

Certification End Date calendar control

  Select or enter the date on which the certification ends for an applicant who has a VOC document in the Certification End Date calendar control.

The control is enabled when:

The date value entered must fall within the acceptable range for the selected WIC Category, based on the following:

WIC Category

Minimum Date

Maximum Date

Infant

current system date

Value set for business rule DAYSVOCVALID_I after current system date

Child

current system date

Value set for business rule DAYSVOCVALID_C after current system date

Pregnant

current system date

Value set for business rule DAYSVOCVALID_P after current system date

Breastfeeding

current system date

Value set for business rule DAYSVOCVALID_B after current system date

Non-breastfeeding

current system date

Value set for business rule DAYSVOCVALID_N after current system date

If the date entered in the Certification End Date calendar control is not within the specified range allowed for the selected WIC Category, a standard error message (E0122) displays when the OK button is clicked.

Telephone 1 masked edit box

  Enter the complete ten-character telephone number in the Telephone 1 masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the telephone number is entered, a complete ten-character telephone number is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

When this control gets focus, the area code portion of this masked edit box will populate the area code value selected as the default area code for the clinic. When the control loses focus, if no phone number is entered, the pre-filled area code will be removed.

Comment text box

  Enter the comment associated with the telephone number in the Comment text box.

The text box allows the entry of alphabetic, numeric, and the following special characters: period (.), comma (,), hyphen (-), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

Telephone 2 masked edit box

  Enter the complete ten-character telephone number in the Telephone 2 masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the telephone number is entered, a complete ten-character telephone number is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

When this control gets focus, the area code portion of this masked edit box will populate the area code value selected as the default area code for the clinic. When the control loses focus, if no phone number is entered, the pre-filled area code will be removed.

Comment text box

  Enter the comment associated with the telephone number in the Comment text box.

The text box allows the entry of alphabetic, numeric, and the following special characters: period (.), comma (,), hyphen (-), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

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.

The control is disabled when:

Race/Ethnicity button

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

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

The control is visible and enabled when:

Income Calculator button

  Click the Income Calculator button (pictured below) to work with income information for the current client and/or household.

It has a picture of a calculator keypad and the ToolTip text is "Use the Income Calculator".

Upon selection of the Income Calculator button, if you do not have appropriate permissions (Income History.Add or FullControl), a standard error message (E0006) displays.

Information entered via this button does not determine eligibility for the household. Instead, it indicates whether an applicant/participant or household would be eligible based upon the information entered.

The Income Calculator screen displays when clicked if the user has the appropriate permissions.

It does not have a mnemonic.

How Heard about WIC drop-down list box

  Select the method in which the client heard about the WIC program in the How Heard about WIC drop-down list box.

It is filled with all Reference Dictionary descriptions where the Reference Dictionary category = 'HOWHEARD'.

An option of {none selected} is available in the drop-down list box.

Clinic Assigned drop-down list box

  Select the clinic to which the client is assigned in the Clinic Assigned drop-down list box.

The drop-down list box initially displays the clinic name of the currently logged in user. The drop-down list box contains an option for each clinic in the SERVICESITE table associated with the Agency in the AGENCY table and Administration Site in the SERVICESITE table selected when the user logged into the system.

Staff Member drop-down list box

  Select the staff member in the Staff Member drop-down list box.

It is populated with the names of staff members from the USERPROFILE table who have permission to record Applicant Prescreening events. The list items are sorted in ascending order by first name then last name. The list items are in the following format: "{USERPROFILE. FIRSTNAME} {USERPROFILE. LASTNAME}".

The control is enabled when:

Household Language(s) group box

  Complete the information in the Household Language(s) group box.

The group box includes controls that allow you to view, enter, or update the primary and secondary languages read and/or spoken in the household, and also if an interpreter is needed to communicate with the family. The title text of the group box is set to "Household Language(s)".

The group box consists of the following control(s):

Need Interpreter check box

Check this check box to indicate the client requires an interpreter. The control is initially unchecked.

Correspondence Preference drop-down list box

Select the language in which the client prefers to receive correspondence. If no language is selected, printed correspondence will default to English. The drop-down list box displays all Reference Dictionary descriptions (an entry for 'English' and ' Spanish') where the Reference Dictionary category = 'DOCMNTLANG, as well as a NULL option, in alphabetic order. The drop-down list box displays the previously saved value.

When 'ENGLISH' is selected for Correspondence Preference, notices are printed in English. When 'SPANISH' is selected for Correspondence Preference, notices are printed in Spanish. When NULL is selected for Correspondence Preference, the system verifies the Clinic's default value for 'Language 1' as specified in ServiceSite.DEFAULTLANGUAGE and Reference Dictionary (where the Reference Dictionary category = 'LANGUAGE'), and if the default value for Language 1 does not match the Reference Dictionary category = 'DOCMNTLANG' language, notices are printed in English by default.

Language1 drop-down list box

Select the language in this drop-down list box, and then check the check boxes to indicate if the language is read and/or spoken. The drop-down list box contains all Reference Dictionary descriptions where the Reference Dictionary category = 'LANGUAGE'.

The drop-down list box defaults to the default language specified for the Clinic at which the participant was added to the database.

Read check box

Check this check box to indicate that the selected language can be read.

The check box is initially checked.

Spoken check box

Check this check box to indicate that selected language can be spoken.

The check box is initially checked.

Language2 drop-down list box

Select the language in this drop-down list box, and then check the check boxes to indicate if the language is read and/or spoken. The drop-down list box contains all Reference Dictionary descriptions where the Reference Dictionary category = 'LANGUAGE'.

Read check box

Check this check box to indicate that the selected language can be read.

The check box is initially cleared (blank).

Spoken check box

Check this check box to indicate that selected language can be spoken.

The check box is initially cleared (blank).

On Completion radio button group

  Select an option in the On Completion radio button group.

This radio button group includes controls that allow you to control the course of action when the OK button is clicked and the prescreening process is completed. The title text of the radio button group is set to "On Completion". The following radio buttons are included in the group:

Add Another Household Member radio button

Select this radio button to refresh the Applicant Prescreening screen and assign the Household ID of the applicant just added to the new household member when the OK button is clicked.

Return to Participant List radio button

Select this radio button to return to the Participant List screen when the OK button is clicked.

Open Participant Folder radio button

Select this radio button to open the Participant Folder for the newly added household member when the OK button is clicked.

Application Date text and value label

  View the date on which the applicant first requested to be seen by the WIC program, or the date on which the applicant was scheduled for a subsequent certification in the Application Date text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Note

NOTE: This control does not receive focus and is not included in the tab order of this screen.

Schedule Appointment check box

  Select the Schedule Appointment check box to indicate an appointment should be scheduled for the applicant once the prescreening process is completed.

The check box is enabled when the screen is active.

OK button

  Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The following processes occur when the OK button is clicked:

If the above edits are met and the value of the  SHOWDUPPARTICIPANT business rule is set to "Y", the system performs a Soundex search on the Last Name and First Name fields and date of birth of the applicant to determine if the applicant is a potential duplicate of another participant. If no potential duplicate participants are found, the system saves the prescreening information and proceeds as defined in the On Completion radio button group (documented below). If potential duplicate participants are found, the Potential Duplicate Applicant/Participant screen displays.

Depending on the user's selections, upon saving the information, the system establishes a HOUSEHOLDID and STATEWICID as follows:

After establishing the STATEWICID and HOUSEHOLDID, the system creates new database records as follows:

If the applicant is a WIC Category of "N", "B" or "P", the values in the MEMBER.LASTNAME, MEMBER.FIRSTNAME and MEMBER.MIDDLEINITIAL are also saved to the MEMBER.AUTHREPLASTNAME, MEMBER.AUTHREPFIRSTNAME and MEMBER.AUTHREPMIDDLEINITIAL.

If the system in configured to interface with an External System, the External Systems ID number will gathered from the External ID (DCN) Acquisition process described below and stored in the EXTERNALID column of the MEMBER table.

When the OK button is clicked, the system will determine if the applicant meets the criteria to be served in case of a Waiting List situation. If the applicant does not meet the currently serving criteria, the system will display the Add Applicant to Waiting List screen.

When the OK button is clicked, if the Schedule Appointment check box is checked and if the user does not have the appropriate permissions to schedule appointments (Appointments.Add or Full Control), the system displays the E0006 standard error message. Otherwise, the Select Appointment to Schedule screen displays. After the Select Appointment to Schedule screen is exited, the system will take the appropriate action indicated by the On Completion radio button group.

The system will save all information for the applicant in the database (see the Data Map section below), add a row for the newly added applicant to the Participant List data grid, and proceed as follows based on the selection made in the On Completion radio button group:

If the Common Area web service is not accessible, the system displays the E0339 standard error message.

If the Common Area web service does not support a particular web method, the system displays the E0340 standard error message.

If the Common Area web service returns a communication error from IBM Content Manager during a query for data or search, the system displays the E0341 standard error message.

If the Common Area web service call times out during a query for data or search, the system displays the E0342 standard error message.

If the Common Area web service call loses connectivity during a query for data or search, the system displays the E0343 standard error message.

If the Common Area web service returns an exception when data is being inserted or updated from MOWINS, the system displays the E0344 standard error message.

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.

The Participant List 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:

Note

NOTE: A standard warning message (W0020) displays when the City drop-down list box and/or the ZIP masked edit box are updated for the participant's physical address and data is saved on the Applicant Prescreening screen when adding a new member to an existing household that is currently marked as receiving Balto home delivery benefits on the EBT Household Demographics screen in the Clinic application module.

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

~Last

text box

MEMBER. LASTNAME

·

~First

text box

MEMBER. FIRSTNAME

·

MI

text box

MEMBER. MIDDLEINITIAL

·

~Birth Date

calendar control

MEMBER. DATEOFBIRTH

·

~Address

text and value label

HOUSEHOLD. ADDRESS

·

~WIC Category

drop-down list box

MEMBER. WICSTATUS

·

~City

drop-down list box

HOUSEHOLD. LOCALMUNICIPALITY

LOCALMUNICIPALITY. NAME

LOCALMUNICIPALITY where = LOCALMUNICIPALITY. LOCALMUNICIPALITYID

~State

text box

HOUSEHOLD. STATE

·

~ZIP

masked edit box

HOUSEHOLD. ZIPCODE

·

~Gender

drop-down list box

MEMBER. GENDER

·

~County

drop-down list box

HOUSEHOLD. COUNTY

COUNTY. NAME

COUNTY where = COUNTY. COUNTYCD

Authorized Representative

group box

·

·

Last Name

text box

HOUSEHOLD. AUTHORIZEDREPLASTNAME

Required if the First Name text box is entered.

First Name

text box

HOUSEHOLD. AUTHORIZEDREPFIRSTNAME

Required if the Last Name text box is entered.

MI

text box

HOUSEHOLD. AUTHORIZEDREPMIDDLEINITIAL

·

Relationship

drop-down list box

·

·

~Marital Status

drop-down list box

HOUSEHOLD. MARITALSTATUS

REFERENCEDICTIONARY. DESCRIPTION

(where category = 'MARITALSTS')

MARITALSTATUS where = REFERENCEDICTIONARY. EXTERNALID

~Education Level

drop-down list box

HOUSEHOLD. EDUCATIONLEVEL

REFERENCEDICTIONARY. DESCRIPTION

(where category = 'EDULEVEL')

EDUCATIONLEVEL where = REFERENCEDICTIONARY. EXTERNALID

~Register to Vote

drop-down list box

HOUSEHOLD. REGISTERTOVOTE

REFERENCEDICTIONARY. DESCRIPTION

(where category = 'REGISTERTOVOTE')

REGISTERTOVOTE where = REFERENCEDICTIONARY. EXTERNALID

Mail

group box

·

·

~Address

text box

HOUSEHOLD. MAILADDRESS

·

~City

text box

HOUSEHOLD. MAILCITY

·

~State

text box

HOUSEHOLD. MAILSTATE

·

~ZIP

masked edit box

HOUSEHOLD. MAILZIP

·

Applicant Has VOC Document

check box

MEMBER. VOCDOCUMENT

CERTCONTACT. VALIDCERTIFICATION (a record is created for the certification)

RISKFACTOR (a record is created for the certification)

·

~Certification End Date

calendar control

MEMBER. CERTIFICATIONDUEDATE

CERTCONTACT (CERTENDDATE is recorded on the new CERTCONTACT record)

Required if the Applicant Has VOC Document check box is checked.

Telephone 1

masked edit box

HOUSEHOLD. TELEPHONE1

·

Comment

text box

HOUSEHOLD. COMMENT1

·

Telephone 2

masked edit box

HOUSEHOLD. TELEPHONE2

·

Comment

text box

HOUSEHOLD. COMMENT2

·

~How Heard about WIC

drop-down list box

HOUSEHOLD. HOWHEARDABOUTWIC

·

~Clinic Assigned

drop-down list box

MEMBER. SERVICESITEID

SERVICESITE. SERVICESITENAME

SERVICESITEID where = SERVICESITE. SERVICESITEID

Household Language(s)

group box

·

·

Need Interpreter

check box

HOUSEHOLD. INTERPRETERNEEDED

·

~Language1

drop-down list box

HOUSEHOLD. LANGUAGE1

·

Read

check box

HOUSEHOLD. LANGUAGE1READ

·

Spoken

check box

HOUSEHOLD. LANGUAGE1SPOKEN

·

Correspondence Preference

drop-down list box

HOUSEHOLD. LANGUAGEPREFERENCE

·

Language2

drop-down list box

HOUSEHOLD. LANGUAGE2

·

Read

check box

HOUSEHOLD. LANGUAGE2READ

·

Spoken

check box

HOUSEHOLD. LANGUAGE2SPOKEN

·

~On Completion

radio button group

·

·

Application Date

text and value label

MEMBER. APPLICATIONDATE

·

~Fixed Nighttime Location

drop-down combo box

MEMBER. FIXEDLOCATIONID

·

Schedule Appointment

check box

·

·

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Clinic