Mid-certification Assessment

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The Mid-certification Assessment screen is used to gather information about the certified participant for a mid-certification assessment. It functions as a checklist and displays links to client information labeled according to the content. The guided script allows for visual verification that all required steps are taken and that the necessary information is collected prior to the end of the certification attempt process and before the issuance of benefits. It also allows you to view current information and assigned risk factors for the participant. To navigate to available client information, click the link for that information. The screens displayed as part of the guided script are, in most cases, identical to the screens that can be accessed in the Participant Folder.

If an infant, child, or breastfeeding participant is certified for more than six (6) months, a mid-certification assessment is required. A mid-certification assessment for pregnant and non-breastfeeding participants is not required.

A menu bar and a toolbar are displayed at the top of the screen. The menu bar provides access to functions that are available. Select a menu to display the available menu options, and then select a menu option to activate its functionality. The toolbar provides access to frequently used functions, usually with a single-click. Click a toolbar button to activate its functionality.

For more information about the menu bar and the toolbar, see the following topics:

Mid-certification Assessment screen

Screen Access

Screen Access

  • Display the Participant Folder screen for a client > Click the Mid-certification Assessment toolbar button (pictured below).

Mid-certification Assessment

Interface Initialization

Upon initial display of the screen, the following occurs:

  • The title bar text is set to "MCA - MEMBER.FIRSTNAME MEMBER.MIDDLEINITIAL MEMBER.LASTNAME - Descriptive Value of Age - WIC ID: MEMBER.STATEWICID - HH ID: MEMBER.HOUSEHOLDID", where:

  • For "Infant", display "XX" Months "XX" Days, calculated from the Date of Birth

  • For "Child", display "XX" Year(s) "XX" Months "XX" Days calculated from the Date of Birth

  • For "Pregnant", display "XX" weeks gestation calculated from LMP

  • For "Breastfeeding" and "Non-breastfeeding", display "XX" Years calculated from the Date of Birth

  • In the Mid-certification Assessment Guided Script group box, the following links are visible and enabled in the following order (top to bottom, left to right):

  • Demographics

  • EBT Household Demographics (enabled for EBT-enabled sites)

  • Health Information

  • Height, Weight and Blood

  • Immunizations (enabled for infant and child participants only)

  • Nutrition Assessment

  • Risk Factors/High Risk

  • Referrals/Other Programs

  • Nutrition Education

  • Food Prescription

  • Add SOAP Notes

  • CPA Determined Follow-up

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

  • The High Risk check box is visible and disabled. It is checked if the client is high risk. Otherwise, it is unchecked.

  • The Issuance text and value label is visible, disabled, and displays the issuance frequency previously saved for the client.

  • The Risk Factors data grid is visible, disabled, and displays any risk factors previously saved for the client if risk factors exist. Otherwise, the data grid is blank.

  • The menu bar is visible. The menus on the menu bar are displayed in the following order:

  • The Help is visible and enabled.

  • The toolbar is visible. The following toolbar buttons are displayed on the toolbar in the following order:

  • The Manage Alerts toolbar button is visible and enabled.

  • The Manage Notes toolbar button is visible and enabled.

  • The End Mid-certification Assessment toolbar button is visible and enabled.

  • The Close Mid-certification Assessment toolbar button is visible and enabled.

Screen Elements

Unless otherwise stated below, all controls on the Mid-certification Assessment screen are visible and enabled when:

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

Mid-certification Assessment Guided Script group box

  Complete the information in the Mid-certification Assessment Guided Script group box.

This group box includes links for the various sections of the Mid-certification Assessment that are required to certify an applicant. The title text of the group box is set to "Mid-certification Assessment Guided Script". A system-controlled check box (pictured below) displays next to each indicating when the link is accessed.

The check box displayed with the link is determined by the value displayed for that item in the GSCONTROL table. If the value = "Y", an icon of a check box with a check displays. If the value = "N", an icon of an empty check box displays. If blood work is required, a check does not display in the check box beside Height, Weight and Blood until the link is accessed and the required data is entered. Blood work is not required on an infant less than 9 months old.

The check box icon is not an updatable control. The control can only be modified by the system.

The Mid-certification Assessment screen refreshes the icons each time it gets focus.

Upon selection of a link, if the user does not have the appropriate permissions to any of the Mid-certification Assessment links, the system displays the E0006 standard error message. Appropriate permissions include the following:

The following controls are included in the group box:

Demographics link

Click this link to access demographic information for the client.

The Demographic Information screen displays when the link is clicked.

EBT Household Demographics link

Click this link to view and maintain Electronic Benefit Transfer (EBT) demographic information for the household.

The control is enabled when:

An attempt to establish a connection to the EBT Processor system occurs when the link is selected. If the attempt is unsuccessful, a standard error message (E0393) displays.

Otherwise, the EBT Household Demographics screen displays when the link is clicked.

Note

NOTE: For more information about enabling the Electronic Benefit Transfer (EBT) food delivery system (or any other food delivery system, such as check, voucher, or direct distribution), see the Clinic screen in the Reference Utility application module.

Health Information link

Click this link to access health information for the client.

If the client's WIC category is Infant or Child, the Child Health Information screen displays when the link is clicked.

If the client's WIC category is Pregnant, the Pregnancy Information screen displays when the link is clicked.

If the client's WIC category is Breastfeeding or Non-breastfeeding, the Postpartum Information screen displays when the link is clicked.

Height, Weight and Blood link

Click this link to access height, weight, and blood work information for the client.

The Height/Weight and Blood Work Information screen displays when the link is clicked.

Immunizations link

Click this link to access immunization information for the client.

The control is enabled when:

The Immunizations screen displays when the link is clicked.

Nutrition Assessment link

Click this link to access nutrition assessment information for the client.

The control is enabled when:

The control is disabled when:

The Nutrition Assessment screen displays when the link is clicked.

Risk Factors/High Risk link

Click this link to access risk factor information for the client.

The Assign Certification Risk Factors screen displays when the link is clicked.

Referrals/Other Programs link

Click this link to access referrals contact and other program information for the client.

The Referrals and Other Programs screen displays when the link is clicked.

Nutrition Education link

Click this link to access nutrition education contact information for the client.

The Nutrition Education Contact screen displays when the link is clicked.

Food Prescription link

Click this link to access food prescription information for the client.

If the client's WIC category is Infant and a food prescription doesn't already exist for the client, the Select Formula screen displays when the button is clicked. Otherwise, the Food Prescriptions screen displays when the link is clicked.

Add SOAP Notes link

Click this link to create a SOAP note for the client.

The Add SOAP Note screen displays when the link is clicked.

CPA Determined Follow-up link

Click this link to access CPA-determined follow-up information for the client.

The CPA-determined Follow-up screen displays when the link is clicked.

Household Member Information group box

  Complete the information in the Household Member Information group box.

This group box includes controls that allow you to view information about the current certification attempt. The title text of the group box is set to "Household Member Information". The following controls are included in the group box:

High Risk check box

This check box indicates that the participant has a risk factor that was assigned to them and that the participant is high risk.

The control is enabled when:

If any risk factors meet the high risk criteria during the certification attempt, or if the High Risk check box is selected on the Assign Certification Risk Factors screen, this check box becomes checked.

Issuance text and value label

This text and value label displays the issuance frequency of the client. The Description is from the REFERENCEDICTIONARY table where the REFERENCEDICTIONARY category = 'ISSUEFREQ' and the REFERENCEDICTIONARY.EXTERNALID equal to the MEMBER.ISSUANCEFREQUENCY for the currently selected MEMBER.STATEWICID.

Education text and value label

This text and value label displays the education follow-up frequency of the client. The Description is from the REFERENCEDICTIONARY table where the REFERENCEDICTIONARY category = 'FLLWUPFREQ and the REFERENCEDICTIONARY.EXTERNALID equal to the MEMBER.FOLLOWUPFREQUENCY for the currently selected MEMBER.STATEWICID.

Education Method text and value label

This text and value label displays the education method of the client. The Description is from the REFERENCEDICTIONARY table where the REFERENCEDICTIONARY category = 'NEMETHOD' and the REFERENCEDICTIONARY.EXTERNALID equal to the MEMBER.FOLLOWUPMETHOD for the currently selected MEMBER.STATEWICID.

Group Education text and value label

This text and value label displays the group education topic of the client. The Description is from the REFERENCEDICTIONARY table where the REFERENCEDICTIONARY category = 'GRPEDTOPIC' and the REFERENCEDICTIONARY.EXTERNALID equal to the MEMBER.FOLLOWUPTOPIC for the currently selected MEMBER.STATEWICID.

Risk Factors data grid

This data grid displays each risk factor assigned to the current certification attempt for the client. The data grid is visible when the screen is active.

The entries will be sorted in ascending order according to the value of the Risk Factor column.There is no visible title text for the data grid. The data in the data grid is read-only.

The data grid consists of the following control(s):

Risk Factor column

This column displays the risk factor number for each record displayed within the data grid.

The title of the column is set to "Risk Factor". The information displayed within the column is read-only.

Description column

This column displays the description for each record displayed within the data grid.

The title of the column is set to "Description". The information displayed within the column is read-only. The column header and the data within the column are left aligned.

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

Mid-certification Assessment Guided Script

group box

·

·

Household Member Information

group box

·

·

High Risk

check box

MEMBER. HIGHRISK

·

Issuance

text and value label

MEMBER. ISSUANCEFREQENCY

·

Risk Factors

data grid

·

·

Risk Factor

data grid column

RISKFACTORREFERENCE. RISKFACTORID

·

High Risk

data grid column

MEMBER. HIGHRISK

·

Description

data grid column

RISKFACTORREFERENCE. DESCRIPTION

·

~ 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.

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