CPA-determined Follow-up

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The CPA-determined Follow-up screen is used to manage follow-up information for the current client as determined by the Competent Professional Authority (CPA). The CPA determines the issuance frequency (suggested number of benefit months to be issued during benefit issuance) and he/she can document the manner in which the next nutrition education is to be provided to the client.

CPA-determined Follow-up screen

Screen Access

Display the Participant Folder screen for a client > On the Participant Activities menu, select Review CPA-determined Follow-up Information.

During a Certification attempt:

Display the Certification Guided Script screen for a client > Click the CPA Determined Follow-up link.
Display the Certification Guided Script screen for a client > On the Guided Script menu, select the CPA-determined Follow-up menu option.

During a Mid-certification Assessment attempt:

Display the Mid-certification Assessment screen for a client > Click the CPA Determined Follow-up link.
Display the Mid-certification Assessment screen for a client > On the Mid-certification Assessment menu, select the CPA-determined Follow-up menu option.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "CPA-determined Follow-up".

If valued, the Issuance Frequency drop-down list box is enabled and defaults to the value of the Issuance-Frequency column of the MEMBER table. Otherwise, it is enabled and defaulted to the Issuance Frequency for the clinic defined in Reference Utility and System Administration.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

Screen Elements

Unless otherwise stated below, all controls on the CPA-determined Follow-up screen are visible and enabled when:

The screen is active.

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

Issuance Frequency drop-down list box

Select the frequency with which benefits are issued to the client in the Issuance Frequency drop-down list box.

The drop-down list box includes issuance frequencies from the Reference Dictionary table.

When a new household member is added to a household whose issuance frequency has been changed, the new household member defaults to the issuance frequency set at the clinic/agency level.

NOTE: For a participant to receive multiple sets of benefits at one time within a certification period, the participant's issuance frequency must be set to "Bi-monthly" or "Tri-monthly".

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.

Depending on which screen originally called the CPA-determined Follow-up screen, one of the following screens displays when the button is clicked:

Participant Folder screen
Certification Guided Script screen

Upon successful completion:

The values are saved to the database as defined in the Data Map below.
If displayed from within the Certification Guided Script, the GSControl.CPAFollowUpEntered value is set to "Y"

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 CPA-determined Follow-up screen, one of the following screens displays when the button is clicked:

Participant Folder screen
Certification Guided Script screen

Processing

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

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

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

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

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	Required	Table	Column	Notes
Issuance Frequency	·	Member	IssuanceFrequency	·
Education Follow-up Frequency	·	Member	FollowupFrequency	·
Education Method	·	Member	FollowupMethod	·
Education Type	·	Member	FollowupType	·
Education Topic	·	Member	FollowupTopic	·

Software Version: 2.40.00