Initial Contact

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The Initial Contact screen is used to record an initial contact with a participant.

Initial Contact screen

Screen Access

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

Initial Contact

Display the Participant List screen > On the Participant List menu, select the Initial Contact menu option.
Display the Applicant Prescreening screen > Click the Initial Contact button.
Display the VOC Certification screen > Click the Initial Contact button.
Display the Demographics screen > Click the Initial Contact button.
Display the Schedule Appointments for Household screen > Click the Initial Contact button.

Interface Initialization

Upon initial display of the screen, the following occurs:

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

The Name text and value label is visible and displays the name of the participant.
The State WIC ID text and value label is visible and displays the state WIC ID unless no state WIC ID has been assigned, then it is blank.

The Date calendar control is enabled and defaults to the current system date.

The Type drop-down list box is enabled and defaults to blank. If a value is assigned to the CLN_InitialContactTypeDefault business rule, it defaults to the type description matching the assigned external ID in the Reference Dictionary.
The First Appointment Offered Date calendar control is enabled and blank.

The WIC Category drop-down list box is visible and enabled. When the screen is accessed from the Applicant Prescreening screen, the WIC category selected on the Applicant Prescreening screen is initially selected as the default in the drop-down list box. When an existing initial contact record is displayed, the value of the WICStatus column in the InitialContact table is initially selected as the default in the drop-down list box. Otherwise, the drop-down list box is initially blank as the default.

The Migrant at Initial Contact check box is visible and enabled. When an existing initial contact record is displayed, if the value of the InitialMigrant column in the InitialContact table is "Y", the check box is initially checked as the default. Otherwise, the check box is initially unchecked as the default.

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

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 Initial Contact screen are visible and enabled when:

The screen is active.

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

Select or enter the date on which the initial contact was made in the Date calendar control.

The control is enabled when:

The initial contact is added on the current system date.

This control is required when one ore more of the following conditions is true:

The Initial Contact screen is displayed from the Applicant Prescreening screen. An initial contact is required for all people applying for WIC benefits the first time.
The Initial Contact screen is displayed from the VOC Certification screen that is called from the Applicant Prescreening screen.
The Initial Contact screen is displayed from the VOC Certification screen that is called from either the Participant Folder or during a Certification Guided Script for a female participant who is being certified and the following conditions are true:
The participant is pregnant (new pregnancy)
The participant is breastfeeding and the No radio button is selected in the Were you on WIC in this state during the pregnancy related to this postpartum certification radio button group for a Certification Guided Script or a VOC Certification.
The participant is non-breastfeeding and the No radio button is selected in the Were you on WIC in this state during the pregnancy related to this postpartum certification radio button group for a Certification Guided Script or a VOC Certification.

The date selected or entered must be less than or equal to the current system date. If it is not, a standard error message (E0008) displays when the screen is processed.

The date selected or entered cannot be more than thirty (30) days before the current system date. If it is not, when the screen is processed the system displays the E0019 standard error message.

Type drop-down list box

Select the type of initial contact in the Type drop-down list box.

It displays all Reference Dictionary descriptions where the Reference Dictionary category = "INITIALCONTACTTYPE". The control is initially blank. The options are displayed in the order of the SortValue column. If no sort value is available, the entries are sorted in alphabetical order by description.

When the CLN_InitialContactTypeDefault business rule has a value, the Type drop-down list box defaults to the type description equal to the business rule's assigned external ID in the Reference Dictionary.

This control is required when a date is entered in the Date calendar control.

The control is enabled when:

The initial contact is added on the current system date.

First Appointment Offered Date calendar control

Select or enter the date on which the earliest appointment date can be offered to the participant in the First Appointment Offered Date calendar control.

The control is enabled when:

The initial contact is added on the current system date.

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.

Migrant at Initial Contact check box

Select the Migrant at Initial Contact check box to indicate that the participant is or was a migrant at the time of initial contact.

Comments text box

Enter any additional comments, remarks, or notes in the Comments text box.

The control is enabled when:

There is no certification ID that links the participant to a certification.

The text box allows the entry of alphanumeric and special characters. Alphabetic characters can be entered in mixed case (upper and lower case). The maximum number of characters that can be entered in the multi-line text box is fifty (50).

New Contact button

Click the New Contact button to add a new initial contact record when the current initial contact has been associated with a current certification and the participant is being certified for a different pregnancy.

The control is enabled when:

There is a certification ID that links the participant to a certification.

It has a mnemonic of "N".

The Initial Contact screen (the current screen) displays when the button is clicked.

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 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:

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	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.

Software Version: 2.40.00