Release 2.19 Notes

Issue#

Application Module

Primary Function

Detail

Enhancements

ENH-5

Financial Management

Generate Benefit Redemptions Report and Benefit Redemptions FIN023 (Output)

The Financial Management application module has been modified to include a new Benefit Redemptions FIN023 (Output) that lists all checks paid in a defined date range. It is generated when the OK button is clicked on the Generate Benefit Redemptions Report screen in the Financial Management application module.

On the Generate Reports screens in the Financial Management application modules, a new Benefit Redemptions list item was added to the Reports data grid to allow access to the new report.

ENH-13

Central Administrative Site, Clinic, Reference Utility, and State Office

Food Prescription, Manage Notes, and Reference Dictionary

The system has been modified to include a new NoteSubject category on the Reference Dictionary screen in the Reference Utility application module. Selecting NoteSubject from the Category drop-down list box displays all of the currently available Subject values. Users can click the Add button to add a new note subject, or the Edit and Delete buttons to maintain existing note subjects. Not subjects are maintained at the state level, and CSC has not provided any note subjects other than the "SOAP" value.

The system has been modified to update the following screens in the following application modules:

• Manage Notes (Central Administrative Site)

• Manage Notes (Clinic)

• Manage Notes (State Office)

These screens have been modified with the following changes:

• The Create SOAP Note button was renamed Add SOAP Note and the screen called when the button is clicked was renamed Add SOAP Note.

• The Create General Note button was renamed Add General Note and the screen called when the button is clicked was renamed Add General Note.

• The Create BF Note button was renamed Add BF Note and the screen called when the button is clicked was renamed Add Breastfeeding Note.

The buttons noted above are only enabled in the Clinic application, but they are visible and disabled in the Central Administrative Site and State Office applications.

On the in the Clinic application, when the Add SOAP Notes link is clicked in the Certification Guided Script group box or when the Add SOAP Notes menu option is selected on the Guided Script menu, the screen called was renamed Add SOAP Note.

The Food Prescription screen in both Participant Folder and Certification Guided Script in the Clinic application module has been modified with the following changes:

• A new Add General Note button was added to the screen in both Add mode and Edit mode. When clicked, the Add General Note screen displays and the Application Area value label is populated with the value of "Food Prescription".

• The resize handle was removed from the lower right corner of the screen.

• The Minimize button was removed from the title bar.

• The Maximize button was removed from the title bar.

• The ellipsis (...) was removed from the Add Food Item button name and the label text was centered.

• The ellipsis (...) was removed from the Edit Food Item button name and the label text was centered.

• The OK and Cancel buttons, as a group, were relocated as a group to the lower right of the screen.

ENH-15

Clinic and Scheduled Job Administration

Database and End of Month

The system has been modified with the following changes:

• Fully breastfed infants (who are not receiving food instruments of their own) are now counted only if their mother is participating.

• Mothers of partially breastfeeding more than the maximum (some breastfeeding) infants over six (6) months old are counted only if the infant receives benefits. These mothers will not receive benefits, but are still considered participating in the WIC program.

• When all benefits for a given benefit period (participation month) have been voided and have not been replaced, the system no longer counts the participant in reported participation counts. Participants are still counted in enrolled participation if they are in a valid certification at least one day of the reporting month.

• A new history file was created to provide a way to store breastfeeding history for infants who changed breastfeeding status during the month.

The database was updated with new tables and new stored procedures to accommodate this enhancement.

The Clinic application module was modified to write to the new BFHistory database table whenever breastfeeding values changed based on the following user actions:

• When a mother's WIC category is changed, the system writes WIC.Windows.Participant\frmMothersWicCategoryChange.vb.

• When an infant's health information is changed, the system writes WIC.Windows.Participant\ctlHealthInformation.vb.

• When a linked infant record is added, the system writes WIC.Windows.Participant\frmAddInfantInfo.vb.

• When a linked infant record is modified, the system writes WIC.Windows.Participant\frmInfantsBornFromThisPregnancy.vb.

The End of Month process was modified in the Scheduled Job Administration application module with the following changes to Reported Participation Data Processing:

• Fully breastfed infants are counted if their mother is counted. The infant is counted at the same location as the participating mother (CaseLoadCount.AgencyID, CaseLoadCount.ServiceSiteID).

• Mothers of partially breastfeeding more than the maximum (some breastfeeding) infants over six (6) months old are counted only if the infant receives benefits. The mother will be counted at the same location as the participating infant (CaseLoadCount.AgencyID, CaseLoadCount.ServiceSiteID).

• When all benefits for a given benefit period (participation month) have been voided and have not been replaced, the system does not count the participant.

Enrolled Participation and Redeemed Participation were not modified and remain as follows:

• Participants who are enrolled at least one day of a benefit period are counted in enrolled participation.

• Participants who have redeemed at least one benefit for a benefit period are counted in redeemed participation.

The process that produces the CaseLoadCountEnrollment table was modified to use the new BFHistory as input for the following values:

• CaseLoadCountEnrollment.CurrentlyBreastfeeding = If BFHistory.AmountBreastfeeding equals 4, set to "N"; otherwise, set to "Y"

• CaseLoadCountEnrollment.FullyBreastFed = If BFHistory. AmountBreastfeeding equals 1, set to "Y"; otherwise, leave as NULL

• CaseLoadCountEnrollment.AmountBreastFed = BFHistory. AmountBreastfeeding

WIC.BatchProcess\Reporting\CaseLoadCountEnrollment was modified to use BFHistory as indicated above.

The history record selected from the new BFHistory table is determined by taking the maximum BFHistory.ChangedDTTM that is less than or equal to the last day of the reporting (issuance), month. For thirty- (30-) day and closeout records, the breastfeeding information is not modified.

The process that inserts records into the CaseLoadCount table was modified so that the following participants are processed correctly:

• Participants not receiving benefits because they are either fully breastfed infants or mothers.

• Participants who have infants over six (6) months old and are only partially breastfed.

WIC.BatchProcess\Reporting\CaseLoadFullyBreastFed.vb was modified as indicated above.

The following two new methods were created to replace the current InsertRecords method:

• InsertFullyBreastFedInfants

• InsertMothersPBFInfantsMax

The new InsertFullyBreastFedInfants method identifies fully breastfed infants based on the following criteria:

• CaseLoadCountEnrollment.WICStatus = "I".

• CaseLoadCountEnrollment.FullyBreastFed = "Y".

• CaseLoadCountEnrollment.Participation CYM = Initial/Issuance Month or thirty- (30-) day month.

• The mother is identified by performing one or both of the following queries:

• Retrieve the mother's WIC ID from the child table.

• Retrieve the certification active for the participation month (issuance or thirty- (30-) day) and find the Postpartum/postpartuminfant relationship using the CertContact.PostpartumId.

• If the mother has been counted for the participation month (CaseLoadCount.RptedThisMonth = "Y") and the infant has not received a check for the participation month, a record is inserted into the CaseLoadCount table for the infant and the Agency and ServiceSite are recorded for the infant at the same location where the mother's participation is recorded (CaseLoadCount.Agencyid, CaseLoadCount.ServicesiteID).

The new InsertMothersPBFInfantsMax method identifies infants that are partially breastfeeding more than the maximum allowed formula based on the following criteria:

• CaseLoadCountEnrollment.WICStatus = "I".

• CaseLoadCountEnrollment.AmountBreastFed = "5".

• CaseLoadCountEnrollment.Participation CYM = Initial/Issuance Month or thirty- (30-) day month.

• CaseLoadCount.ParticipationCYM = Initial/Issuance Month or thirty- (30-) day month.

• CaseLoadCount.RptedThisMonth = "Y".

• The mother is identified by performing one or both of the following queries:

• Retrieve mothers WIC ID from the child table.

• Retrieve the certification active for the participation month (issuance or 30 day) and find the Postpartum/postpartuminfant relationship using the CertContact.PostpartumId.

• If the mother has not been counted for the participation month (CaseLoadCount.RptedThisMonth = "Y"), a record is inserted into the CaseLoadCount table for the mother and the Agency and ServiceSite are recorded for the mother at the same location where the infant's participation is recorded (CaseLoadCount.Agencyid, CaseLoadCount.ServicesiteID).

A participant is not counted in reported participation if all of their benefits issued for the month are voided. Mothers who were typically counted if their infant received benefits are no longer counted if all the infant's benefits are voided and not replaced for the benefit period. Infants who were typically counted if their mother received benefits are no longer counted if all the mother's benefits are voided and not replaced for the benefit period.

The WIC.BatchProcess\Reporting\CaseLoadFICount ProcessData method modified CaseLoadCount.RptedThisMonth as follows:

• If CaseLoadCount.CountFIIssued > CountFIVoided, set CaseLoadCount.RptedThisMonth = "Y".

• Otherwise, set CaseLoadCount.RptedThisMonth = "N".

ENH-26

Central Administrative Site and State Office

Participant Folder

The Participant Folder in the Central Administrative Site and State Office application modules has been modified so that each tab, screen, control, and screen element displays all information that is available in the Clinic application module.

The system has been modified to update the following screens in the following application modules:

• Height/Weight (Central Administrative Site)

• Height/Weight (State Office)

These screens have been modified with the following changes:

• The Height/Weight data grid is now enabled so that the horizontal scroll bar can be dragged to show all of the available columns. This also allows each of the columns to be resized by dragging the vertical borders to the left and right of each column header.

• The Add button is now visible and disabled.

• The Edit button is now visible and disabled.

• The Growth Grids button is now visible and enabled regardless of the participant's WIC status. When the button is clicked for a postpartum woman who currently has no pregnancy information recorded, a new E0028 standard error message displays with the text: "The Growth Grid cannot be displayed because pregnancy information is not available."

The system has been modified to update the following screens in the following application modules:

• Blood (Central Administrative Site)

• Blood (State Office)

These screens have been modified with the following changes:

• The Blood data grid is now enabled so that the horizontal scroll bar can be dragged to show all of the available columns. This also allows each of the columns to be resized by dragging the vertical borders to the left and right of each column header.

• The Add button is now visible and disabled.

• The Edit button is now visible and disabled.

The system has been modified to update the following screens in the following application modules:

• Food Prescriptions (Central Administrative Site)

• Food Prescriptions (State Office)

These screens have been modified with the following change:

• The Add button is now disabled.

The system has been modified to update the following screens in the following application modules:

• CPA-determined Follow-up (Central Administrative Site)

• CPA-determined Follow-up (State Office)

These screens have been modified with the following change:

• The Issuance Frequency drop-down list box is now disabled.

The system has been modified to update the following screens in the following application modules:

• Immunizations (Central Administrative Site)

• Immunizations (State Office)

These screens have been modified with the following changes:

• The Immunizations data grid is now enabled so that the horizontal scroll bar can be dragged to show all of the available columns. This also allows each of the columns to be resized by dragging the vertical borders to the left and right of each column header.

• The Print button is now enabled. When the button is clicked, the following reports are generated:

• Vaccine Coverage Report (Output) (Central Administrative Site)

• Vaccine Coverage Report (Output) (State Office)

The system has been modified to update the following screens in the following application modules:

• Infants Born from This Pregnancy (Central Administrative Site)

• Infants Born from This Pregnancy (State Office)

These screens have been modified with the following changes:

• The Infants Born from This Pregnancy data grid is now enabled so that the horizontal scroll bar can be dragged to show all of the available columns. This also allows each of the columns to be resized by dragging the vertical borders to the left and right of each column header.

• The Print button is now enabled.

• A new Details button was added. This button allows the user to view detailed infant information. The button is enabled when a record is selected in the Infants Born from This Pregnancy data grid. A new Infant Information screen displays when the button is clicked. This screen displays in read-only or Details mode and display the details of an infant born as a result of a postpartum client's pregnancy.

The following screens were added to the following application modules:

• Infant Information (Central Administrative Site)

• Infant Information (State Office)

The system has been modified to update the following screens in the following application modules:

• Income History (Central Administrative Site)

• Income History (State Office)

These screens have been modified with the following changes:

• The Previous Income Screening Contacts tree list is now enabled so that the tree list nodes can be expanded and collapsed.

In the State Office application module on the Participant Activities menu in the Participant Folder, the Manage Breastfeeding Inventory menu option was removed. This functionality is still available in the State Office application module from the Manage Inventory menu option on the Activities menu on the Participant List.

Infragistics controls throughout the SPIRIT software was changed to use the standard Windows 7 control color. With this global change, data will be readable in any disabled control, not just in the Central Administrative Site and State Office application modules.

ENH-36

State Office

Generate Reported Participation List and Reported Participation List CLD036 (Output)

The State Office application module has been modified to include a new Reported Participation List CLD036 (Output) that lists all clients counted as "participants" based on user-specified filter criteria. It is generated when the OK button is clicked on the Generate Reported Participation List screen in the State Office application module.

On the Generate Reports screens in the State Office application module, a new Reported Participation List list item was added to the Reports data grid to allow access to the new report.

ENH-113

Clinic

Generate Benefit Pickup Report/Letters and Generate Certification Due Report/Letters

The Generate Benefit Pickup Report/Letters screen in the Clinic application module has been modified with the following changes:

• The Date Range group box was removed.

• An As of Date calendar control was added which allows the user to filter the report by participants in a valid certification that have not received benefits as of the date specified.

• The order of the radio buttons in the Output Type radio button group were rearranged and the Report radio button is now the left-most option and the default selection.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

The Benefit Pickup Report CLN006 (Output) in the Clinic application module has been modified with the following changes

• The Base of Data was modified to include participants who are eligible for additional benefit issuance during their current certification period will be included in the report.

• The Date Range sub-heading was removed.

• An As of Date sub-heading was added which displays the value of the date selected in the As of Date calendar control on the report generate screen.

• A WIC Category column was added which displays the value of the Description column from the WICStatus table associated with the WICStatus column of Member table.

• The First Date to Use of Next Set of Benefits column was removed.

• A Last Date to Use Last Set of Benefits column was added which displays the value of the LastCheckLDTU column from the Member table for the selected participants..

• A Terminated Date column was added which displays the value of the TerminatedDate column from the Member table for selected participants.

• A Terminated Reason column was added which displays the text description of the CertTermReason column from the CertContact table for selected participants.

The Generate Certification Due Report/Letters screen in the Clinic application module has been modified with the following changes:

• The date entered in the From calendar control no longer must be less than the current system date.

• The date entered in the To calendar control no longer must be less than the current system date. However, the From date entered must still be less than or equal to the To date.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

The Certification Due Report/Letters CLN002 (Output) in the Clinic application module has been modified with the following changes

• The Base of Data was modified to include participants who are terminated.

• A Terminated Date column was added which displays the value of the TerminatedDate column from the Member table for selected participants.

• A Terminated Reason column was added which displays the text description of the CertTermReason column from the CertContact table for selected participants.

ENH-180

Clinic

Confirm Appointment Selection

The Clinic application module has been modified to provide the ability to generate the Official Notification Document (Output) on the Confirm Appointment Selection screen. The following changes were made to the screen:

• The informational text "Do you wish to schedule the following appointment?" was removed.

• The extraneous hyphen before the participant’s name was removed.

• All colons were removed after the text labels.

• The information displayed in all read-only value labels was updated to display in the inverse color of the screen.

• The Appointment Notice group box was renamed Notices.

• A Generate Official Notice check box was added to Notices group box which allows for the generation of the Official Notification Document (Output).

• The Now and Later radio buttons were relocated to the right side of the Notices group box.

ENH-198

Vendor

Approve New MAR Prices

The Approve New MAR Prices screen has been modified in the Vendor application module to allow the user to save the contents of the screen to an Excel file. A new Export to Excel button has been added to save the screen contents.

ENH-202

DFDD

DFDD

The DFDD and Online Help have been updated to include system processes and additional details about advanced system features. The following "Advanced Concepts" were added:

• Understanding Adding a Set of Benefits

• Understanding Bank Exceptions

• Understanding Benefit Issuance

• Understanding Certifications and Pseudo-certifications

• Understanding Replacing a Set of Benefits

ENH-227

Vendor

Override MAR Prices

The Override MAR Prices screen has been modified in the Vendor application module to allow the user to filter items by quantity. Additionally, UOM (Unit of Measure) and Qty (Quantity) columns have been added to the data grid. A new Include column has been added to the data grid to allow the user to select records to have the MAR price modified. A New MAR Price masked edit box has been added to allow the MAR price to be modified for multiple records. An Apply button has been added to save the new MAR price for the selected records. The Save and Close buttons have been changed to OK and Cancel.

ENH-240

Clinic and State Office

Generate Participation vs. Enrollment Monthly Report and Participation vs. Enrollment Monthly Report CLD029 (Output)

The following changes were made to the Participation vs. Enrollment Monthly report in the Clinic and State Office application modules:

Generate Participation vs. Enrollment Monthly Report screen changes (Clinic):

• A Clinic(s) list box was added which allows the user to select one or more clinics to include in the system output.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Generate Participation vs. Enrollment Monthly Report screen changes (State Office):

• A Grantee radio button was added to the Report By radio button group. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A Grantee drop-down list box was added which is enabled by default and disabled when either the State radio button or the All radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Participation vs. Enrollment Monthly Report CLD029 (Output) (Clinic) and Participation vs. Enrollment Monthly Report CLD029 (Output) (State Office)definition changes:

• The name of the representative month was added beside the Closeout column header.

• The name of the representative month was added beside the 30-Day column header.

• The name of the representative month was added beside the Issue Month column header.

• The following lines were indented 1/4 inch from the Breastfeeding row.

• After the Breastfeeding row, the following rows were added:

• Women FBF displays WIC status = "B" and amount breastfed = "1" content.

• Women PBF displays WIC status = "B" and amount breastfed = "2" or "5" content.

• PBF <= Max displays WIC status = "B" and amount breastfed = "2" content.

• PBF > Max displays WIC status = "B" and amount breastfed = "5" content.

• Women FFF displays WIC status = "B" and amount breastfed = "4" content.

• After the Infant row, the following rows were added:

• Infant FBF displays WIC status = "I" and amount breastfed = "1" content.

• Infant PBF displays WIC status = "I" and amount breastfed = "2" or "5" content.

• PBF <= Max displays WIC status = "I" and amount breastfed = "2" content.

• PBF > Max displays WIC status = "I" and amount breastfed = "5" content.

• Infant FFF displays WIC status = "I" and amount breastfed = "4" content.

Breastfeeding Women FFF is the count of breastfeeding women with amount breastfed = "4" (non-applicable). This happens when the breastfeeding amount of the child is changed to "Non-Breastfeeding" but the status of the mother has not been changed to Non-Breastfeeding.

On the following screens in the following application modules, the Enrollment Monthly Report list item was renamed the Participation vs. Enrollment Monthly list item in the Reports data grid:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-242

State Office

Generate WIC Reported Participation (per FNS-798) Report and WIC Reported Participation (per FNS-798) Report CLD022 (Output)

The following changes were made to the WIC Reported Participation (per FNS-798) report in the State Office application module:

Generate WIC Reported Participation (per FNS-798) Report screen changes:

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

WIC Reported Participation (per FNS-798) Report CLD022 (Output) definition changes:

• The Women row was relocated to the top of the report rows.

• The following rows were indented 1/4 inch from the Total Women row:

• Pregnant

• Breastfeeding

• Non-breastfeeding

• After the Breastfeeding row, the following rows were added:

• Women FBF displays WIC status = "B" and amount breastfed = "1" content.

• Women PBF displays WIC status = "B" and amount breastfed = "2" or "5" content.

• PBF <= Max displays WIC status = "B" and amount breastfed = "2" content.

• PBF > Max displays WIC status = "B" and amount breastfed = "5" content.

• Women FFF displays WIC status = "B" and amount breastfed = "4" content.

• After the Infant row, the following rows were added:

• Infant FBF displays WIC status = "I" and amount breastfed = "1" content.

• Infant PBF displays WIC status = "I" and amount breastfed = "2" or "5" content.

• PBF <= Max displays WIC status = "I" and amount breastfed = "2" content.

• PBF > Max displays WIC status = "I" and amount breastfed = "5" content.

• Infant FFF displays WIC status = "I" and amount breastfed = "4" content.

On the Generate Reports screen in the State Office application module, the WIC Reported Participation (per FNS-798 Report list item was renamed the WIC Reported Participation (per FNS-798) list item in the Reports data grid.

ENH-245

Central Administrative Site and State Office

Generate Breastfeeding Initiation Report and Breastfeeding Initiation Report OPR030 (Output)

The Breastfeeding Initiation report in the Central Administrative Site and State Office application modules:

Generate Breastfeeding Initiation Report screen changes (Central Administrative Site):

• A Report Type radio button group was added that contains the following controls:

• A Summary radio button.

• A Detail radio button.

• The State radio button was removed from the Report By radio button group.

• The Report Based On radio button group was removed.

• An Infant Selection Criteria radio button group was added that contains the following controls:

• An Enrolled radio button.

• A Participating radio button.

• A Valid Cert 1 Month of Date Range radio button.

• A Participating 1 Month of Date Range radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Generate Breastfeeding Initiation Report screen changes (State Office):

• A Report Type radio button group was added that contains the following controls:

• A Summary radio button.

• A Detail radio button.

• A Grantee radio button was added to the Report By radio button group. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A Grantee drop-down list box was added which is enabled by default and disabled when either the State radio button or the All radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• The Report Based On radio button group was removed.

• An Infant Selection Criteria radio button group was added that contains the following controls:

• An Enrolled radio button.

• A Participating radio button.

• A Valid Cert 1 Month of Date Range radio button.

• A Participating 1 Month of Date Range radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Breastfeeding Initiation Report OPR030 (Output) (Central Administrative Site) and Breastfeeding Initiation Report OPR030 (Output) (State Office) definition changes:

• A Clinic / Agency / Grantee / State Total column was added.

• An Enrolled Infants / Participation Infants / Infants in Valid Cert One Month of Date Range / Infants Participating One Month of Date Range column was added.

• The Filter Criteria section was updated.

• The Sort Order section was updated.

• The Control Breaks section was updated.

• The Frequency and Distribution section was updated.

ENH-258

Appendix, Central Administrative Site, Clinic, Management Console, Reference Utility, Scheduled Job Administration, and State Office

AdditionalInfo1, Participant List, Participant Folder, Permissions Matrix, End of Day, Reference Utility, and System Administration

The system has been modified to identify potential duplicate participants and to allow users to resolve potential duplicate participant pairs. In addition, the process can be reversed, or "undone", if the participants are incorrectly flagged as duplicates. This change affected many of the application modules and each system modification is outlined below and grouped by application module.

Reference Utility:

The system has been modified to include a new Configure Duplicate Participant Criteria screen in the Reference Utility application module.

Permission ID 746 was modified in the Permissions Matrix for the Reference Utility feature group. The feature "Configure Duplicate Participant Criteria" now controls the availability of the new Configure Duplicate Participant Criteria screen in the Reference Utility application module.

On the Reference Utility screen in the Reference Utility application module, a new Configure Duplicate Participant Criteria list item was added to the Reference Utility Functions data grid to allow access to the new Configure Duplicate Participant Criteria screen.

Central Administrative Site:

The Participant List data grid on the Participant List screen was modified to provide a way to identify participants that duplicated other participants. If the participant displayed on a row duplicated another participant (if the State WIC ID listed in StateWICID2 field in DuplicateParticipant table and "IsDuplicate" field is set to "Y"), the background color of the row is shaded light grey. This visual cue will help users recognize duplicate participants when they are doing participant searches.

Clinic:

The Participant List data grid on the Participant List screen was modified to provide a way to identify participants that duplicated other participants. If the participant displayed on a row duplicated another participant (if the State WIC ID listed in StateWICID2 field in DuplicateParticipant table and "IsDuplicate" field is set to "Y"), the background color of the row is shaded light grey. This visual cue will help users recognize duplicate participants when they are doing participant searches.

A new standard information message (I0069) was added and the open participant folder process was modified to accommodate any instance where an attempt to open the Participant Folder for a duplicate participant occurs.

The AdditionalInfo1 sub-tab on the Demographics tab in both the Participant Folder and the Certification Guided Script were modified to include a new Duplicate Participants group box and data grid which displays every participant that has been identified as a duplicate of the current participant. When duplicate participants are available, the user can click the View button in the new group box to open the Participant Folder for the participant selected in the data grid.

State Office:

The State Office application module has been modified to include a new Potential Duplicate Participants screen, which provides two different ways to search for participants who are potential duplicates.

Permission ID 323 was modified in the Permissions Matrix for the State Office feature group. The feature "Potential Duplicate Participants" now controls the availability of the new Potential Duplicate Participants screen in the State Office application module.

The Participant List screen in the State Office application module was modified as follows:

• A new Potential Duplicate Participants menu option was added to the Activities menu to allow access to the new Potential Duplicate Participants screen.

• The Participant List data grid was modified to provide a way to identify participants that duplicated other participants. If the participant displayed on a row duplicated another participant (if the State WIC ID listed in StateWICID2 field in DuplicateParticipant table and "IsDuplicate" field is set to "Y"), the background color of the row is shaded light grey. This visual cue will help users recognize duplicate participants when they are doing participant searches.

The AdditionalInfo1 sub-tab on the Demographics tab in the Participant Folder was modified to include a new Duplicate Participants group box and data grid which displays every participant that has been identified as a duplicate of the current participant. When duplicate participants are available, the user can click the View button in the new group box to open the Participant Folder for the participant selected in the data grid.

A new standard information message (I0069) was added and the open participant folder process was modified to accommodate any instance where an attempt to open the Participant Folder for a duplicate participant occurs.

The State Office application module has been modified to include a new View Duplicate Participant Criteria screen. The screen is accessed when the user clicks the View Duplicate Participant Criteria button on the Potential Duplicate Participants screen.

The State Office application module has been modified to include a new Compare Potential Duplicate Participants screen. The screen is accessed when the user clicks the Compare button on the Potential Duplicate Participants screen.

The Participant List data grid on the Participant List screen was modified to provide a way to identify participants that duplicated other participants. If the participant displayed on a row duplicated another participant (if the State WIC ID listed in StateWICID2 field in DuplicateParticipant table and "IsDuplicate" field is set to "Y"), the background color of the row is shaded light grey. This visual cue will help users recognize duplicate participants when they are doing participant searches.

System Administration:

The System Administration application module has been modified to include a new Potential Duplicate Participants screen, which provides two different ways to search for participants who are potential duplicates.

Permission ID 324 was modified in the Permissions Matrix for the System Administration feature group. The feature "Potential Duplicate Participants" now controls the availability of the new Potential Duplicate Participants screen in the System Administration application module.

On the System Administration screen in the System Administration application module, a new Potential Duplicate Participants list item was added to the Functions data grid to allow access to the new Potential Duplicate Participants screen.

The System Administration application module has been modified to include a new View Duplicate Participant Criteria screen. The screen is accessed when the user clicks the View Duplicate Participant Criteria button on the Potential Duplicate Participants screen.

The System Administration application module has been modified to include a new Compare Potential Duplicate Participants screen. The screen is accessed when the user clicks the Compare button on the Potential Duplicate Participants screen.

End of Day:

A new process was added to Identify Potential Duplicate Participants during the End of Day process.

ENH-264

Appendix

Messages Matrix

The code has been modified to provide an expanded standard confirmation message (C0001) if the participant is being transferred to a different agency. The following variant text has been added to the standard confirmation message: "This participant is transferring from another agency. Please update the physical and mailing addresses, if appropriate." This new sentence will only appear when the participant is changing agencies and is only a reminder to the staff member to review and update the addresses if necessary.

ENH-265

Appendix, Clinic, Reference Utility, and System Administration

AdditionalInfo1, Local Use Questions, and State Use Questions

The system has been modified to allow state use codes and local use codes to be specified as required in specific conditions and to allow the answers chosen for each question on the AdditionalInfo1 screen to be cleared on demand. This change affected many of the application modules and each system modification is outlined below and grouped by application module.

Appendix:

A new standard information message (I0070) was added to the Messages Matrix, which displays when a user-attempted action cannot be completed because a clinic is currently checked out.

Clinic:

The processing that occurs when the AdditionalInfo1 screen initially displays in the Participant Folder, during the Certification Guided Script, or during a Mid-certification Assessment was updated as follows:

In the Participant Folder:

In the Participant Folder:

The processing that occurs when the AdditionalInfo1 screen is saved the Participant Folder, during the Certification Guided Script, or during a Mid-certification Assessment was updated as follows:

Local Use Questions

State Use Questions

Reference Utility:

The following changes were made to the Reference Utility screen:

• The screen was adjusted to be about 700 pixels wide by 750 pixels high to accommodate the screen content.

• The following changes were made to the data grid:

• The data grid was named Functions.

• The first column of the data grid was renamed Name.

• The State Questions list item was renamed the State Use Questions list item and its description was changed to "Maintain state use questions and answers".

• The data grid was adjusted so that the Name column uses 40% of the width and the Description column uses the remaining 60% to avoid the need for scroll bars.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

The State Use Questions/State Use Answers screen was renamed State Use Questions and updated as follows:

• The screen was adjusted to be about 700 pixels wide by 425 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the Functions data grid on the Reference Utility screen.

• The toolbar and toolbar buttons were removed because they duplicated existing functionality and to make room for the display of additional data.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The vertical space between groups of controls was corrected to be thirty-five (35) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.

• The State Use Questions/State Use Answers tree list was renamed State Use Questions and Answers and updated as follows:

• The tree list was enlarged to use 425 pixels of the usable width within the group box, and the text and value labels use the remaining 545 pixels.

• The StateUseCaption.CaptionID value for each question is now displayed in parentheses to the right of each StateUseCaption.Description value.

• The StateUseCode.ValueID value for each answer is now displayed in parentheses to the right of each StateUseCode.Description value.

• The following controls were added to the screen:

• A new Question ID text and value label was added, which displays the ID recorded for the node currently selected in the State Use Questions and Answers tree list.

• A new Question text and value label was added, which displays the description of the question recorded for the node currently selected in the State Use Questions and Answers tree list.

• A new Require an Answer text and value label was added, which displays the requirement recorded for the node currently selected in the State Use Questions and Answers tree list.

• A new Screen Position text and value label was added, which displays the screen position recorded for the node currently selected in the State Use Questions and Answers tree list.

• A new Collected Answers Last Cleared/Reset text and value label was added, which displays the date and time on which the answers were cleared and reset for the node currently selected in the State Use Questions and Answers tree list.

• A new Answer ID text and value label was added, which displays the ID recorded for the answer node currently selected in the State Use Questions and Answers tree list. This text and value label is only visible when an answer node is selected.

• A new Answer text and value label was added, which displays the description recorded for the answer node currently selected in the State Use Questions and Answers tree list. This text and value label is only visible when an answer node is selected.

• A new Active text and value label was added, which indicates whether the answer node currently selected in the State Use Questions and Answers tree list is active. This text and value label is only visible when an answer node is selected.

• The new standard information message (I0070) now displays when following buttons are clicked:

• Add Question

• Add Answer

• Edit

• Delete

The State Use Question screen was updated as follows:

• The screen was adjusted to be about 520 pixels wide by 248 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the title bar on the State Use Questions screen.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.

• The Description text box was removed and replaced with a new Question text box.

• The Ordinal Position drop-down list box was removed and replaced with a new Screen Position radio button group.

• The following controls were added to the screen:

• A new Question ID text and value label was added, which displays the ID recorded for the node currently selected in the Local Use Questions and Answers tree list in Edit mode. In Add mode, the control is blank.

• A new Question text box was added, which allows the user to record the description of the question.

• A new Require an Answer drop-down list box was added, which allows the user to indicate if and when the question is required.

• A new Clear/Reset Collected Answers button was added, which allows the user to set the LocalUseCaption.DateReset value for the question to the current system date and to update the value of the Last Cleared/Reset value label.

• A new Last Cleared/Reset text and value label was added, which displays the date and time on which the Clear/Reset Collected Answers button was last clicked.

The State Use Answer screen was updated as follows:

• The screen was adjusted to be about 500 pixels wide by 180 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the title bar on the State Use Questions screen.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The Value ID text and value label was removed and replaced with a new Answer ID text and value label.

• The Question ID text and value label was removed and replaced with a new Question text and value label.

• The Description text box was removed and replaced with a new Answer text box.

• The following controls were added to the screen:

• A new Question text and value label was added, which displays the description of the current question.

• A new Answer ID text and value label was added, which displays the ID recorded for the current answer in Edit mode. In Add mode, the control is blank.

• A new Answer text box was added, which allows the user to record the description of the answer.

• A new Active check box was added, which allows the user to indicate if and if the answer is currently active.

System Administration:

The System Administration Functions screen was renamed System Administration and updated as follows:

• The screen was adjusted to be about 700 pixels wide by 450 pixels high to accommodate the screen content.

• The following changes were made to the data grid:

• The data grid was named Functions.

• The first column of the data grid was renamed Name.

• The Local Use Questions/Answers list item was renamed the Local Use Questions list item, its description was changed to "Maintain local use questions and answers", and its icon was updated.

• The data grid was adjusted so that the Name column uses 40% of the width and the Description column uses the remaining 60% to avoid the need for scroll bars.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels.

• The border around the inside edges of the group boxes was corrected to be ten (10) pixels.

The Maintain Local Use Questions/Answers screen was renamed Local Use Questions and updated as follows:

• The screen was adjusted to be about 700 pixels wide by 425 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the Functions data grid on the System Administration screen.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The vertical space between groups of controls was corrected to be thirty-five (35) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.

• The Local Use Questions/Answers Display tree list was renamed Local Use Questions and Answers and updated as follows:

• The tree list was enlarged to use 425 pixels of the usable width within the group box, and the text and value labels use the remaining 545 pixels.

• The label of the root node was renamed Local Use Questions by WIC Category.

• All icons were removed from the nodes to make room for the display of meaningful data.

• The LocalUseCaption.CaptionID value for each question is now displayed in parentheses to the right of each LocalUseCaption.Description value.

• The LocalUseCode.ValueID value for each answer is now displayed in parentheses to the right of each LocalUseCode.Description value.

• The following controls were added to the screen:

• A new WIC Category text and value label was added, which displays the WIC category for the node currently selected in the Local Use Questions and Answers tree list.

• A new Question ID text and value label was added, which displays the ID recorded for the node currently selected in the Local Use Questions and Answers tree list.

• A new Question text and value label was added, which displays the description of the question recorded for the node currently selected in the Local Use Questions and Answers tree list.

• A new Require an Answer text and value label was added, which displays the requirement recorded for the node currently selected in the Local Use Questions and Answers tree list.

• A new Screen Position text and value label was added, which displays the screen position recorded for the node currently selected in the Local Use Questions and Answers tree list.

• A new Collected Answers Last Cleared/Reset text and value label was added, which displays the date and time on which the answers were cleared and reset for the node currently selected in the Local Use Questions and Answers tree list.

• A new Answer ID text and value label was added, which displays the ID recorded for the answer node currently selected in the Local Use Questions and Answers tree list. This text and value label is only visible when an answer node is selected.

• A new Answer text and value label was added, which displays the description recorded for the answer node currently selected in the Local Use Questions and Answers tree list. This text and value label is only visible when an answer node is selected.

• A new Active text and value label was added, which indicates whether the answer node currently selected in the Local Use Questions and Answers tree list is active. This text and value label is only visible when an answer node is selected.

• The new standard information message (I0070) now displays whenfollowing buttons are clicked:

• Add Question

• Add Answer

• Edit

• Delete

The Local Use Question screen was updated as follows:

• The screen was adjusted to be about 520 pixels wide by 248 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the title bar on the Local Use Questions screen.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.

• The WIC Category drop-down list box was updated as follows:

• The control was relocated to the top of the screen.

• In Add mode:

• It is enabled.

• It defaults to blank if the root node is selected in the tree list on the Local Use Questions screen.

• It defaults to the selected WIC category, the WIC category of the selected question, or the WIC category of the question to which the selected answer belongs, depending on the type of node selected in the tree list on the Local Use Questions screen.

• In Edit mode:

• It defaults to the LocalUseCaption.WICStatus value for the question.

• It is disabled if a participant's survey answer has been recorded for the question.

• The Description text box was removed and replaced with a new Question text box.

• The following controls were added to the screen:

• A new Question ID text and value label was added, which displays the ID recorded for the current question in Edit mode. In Add mode, the control is blank.

• A new Question text box was added, which allows the user to record the description of the question.

• A new Require an Answer drop-down list box was added, which allows the user to indicate if and when an answer for the question is required.

• A new Clear/Reset Collected Answers button was added, which allows the user to set the LocalUseCaption.DateReset value for the question to the current system date and to update the value of the Last Cleared/Reset value label.

• A new Last Cleared/Reset text and value label was added, which displays the date and time on which the Clear/Reset Collected Answers button was last clicked.

The Local Use Answer screen was updated as follows:

• The screen was adjusted to be about 540 pixels wide by 220 pixels high to accommodate the screen content.

• The icon displayed in the title bar was updated to match the icon displayed in the title bar on the Local Use Questions screen.

• The controls on the screen were realigned to make the best use of available space and to standardize the interface. These changes included the following:

• The border around the inside top, bottom, left, and right edges of the screen was corrected to be twelve (12) pixels and the screen was resized accordingly.

• The border around the inside edges of the group box was corrected to be ten (10) pixels.

• The vertical space between controls was corrected to be seven (7) pixels.

• The horizontal space between labels and their controls was corrected to be seven (7) pixels.

• The horizontal space between controls without labels was corrected to be seven (7) pixels.

• The horizontal space between controls with labels was corrected to be a minimum of fourteen (14) pixels between the first control and the second control's label.

• The Description text box was removed and replaced with a new Answer text box.

• The Code is Not In Use check box was removed and replaced with a new Active check box.

• The following controls were added to the screen:

• A new Question text and value label was added, which displays the description of the current question.

• A new Answer ID text and value label was added, which displays the ID recorded for the current answer in Edit mode. In Add mode, the control is blank.

• A new Answer text box was added, which allows the user to record the description of the answer.

• A new Active check box was added, which allows the user to indicate if and if the answer is currently active.

ENH-267

Clinic, Central Administrative Site, and State Office

Child Health Information

The system has been modified to include a Breastfeeding beyond One Year check box on the Child Health Information screen. This check box allows users to indicate that a participant is currently breastfeeding and is one year of age or older. This check box is enabled when the Yes radio button is selected in the Ever Breastfed radio button group and the participant is one year of age or older. When this check box is checked, the following controls are reset:

• Breastfeeding Now check box is disabled and cleared

• Breastfeeding Amount drop-down list box is disabled and set to "Non-breastfeeding" or "Not Applicable"

• Reason(s) Stopped list box is disabled and cleared

• Date Breastfeeding Ended calendar control is disabled and cleared

When this check box is unchecked, the following controls are reset:

• Reason(s) Stopped list box is enabled

• Date Breastfeeding Ended calendar control is enabled

Additionally, the options in the Breastfeeding Amount drop-down list box are now limited when the user checks the Breastfeeding Now check box. The "Non-breastfeeding" or "Not Applicable" selections will not be available.

A new standard error message (E0401) has been added and displays if the participant is one year of age or older and the Breastfeeding Now check box is checked.

The Child table and BreastfeedingHistory table have been modified.

The Benefit Issuance process has been modified. The check to determine a child's breastfeeding status will now review both the CurrentlyBreastfedBeyondOneYear flag and the CurrentlyBreastfed flag.

ENH-269

Central Administrative Site, Clinic, and State Office

Pregnancy Information and Postpartum Information

The system has been modified to display the calculated the Pre-pregnancy BMI on the Pregnancy Information screen. This value is calculated and displayed as follows:

• If the HIDE_PREPREGNANCY_HEIGHT business rule is set to "N", the BMI is calculated using the most recent pre-pregnancy height for the woman (PREGNANCY.PrePregHeight) and the pre-pregnancy weight (PREGNANCY.PrePregWeight).

• If the HIDE_PREPREGNANCY_HEIGHT business rule is set to "Y", the BMI is calculated using the most recent values recorded in the LengthInches and LengthEights column of the AnthropContact table and the pre-pregnancy weight (PREGNANCY.PrePregWeight).

• The text and value label is recalculated and refreshed each time the Pre-pregnancy Height or Pre-pregnancy Weight values are added, deleted, or modified.

• If the pre-pregnancy BMI cannot be calculated due to missing values, the text and value label is blank.

• The system saves the value of the Pre-pregnancy BMI to the PrepregBMI column of the Pregnancy table.

The system has been modified to display the calculated the Pre-pregnancy BMI on the Postpartum Information screen. This value is calculated and displayed as follows:

• If the applicant was certified during the current pregnancy, the system displays the value of the PrepregBMI column of the Pregnancy table.

• If the applicant was not certified during the current pregnancy, the system calculates the pre-pregnancy BMI using the values recorded in the WeightGained and WeightAtDelivery columns of the Pregnancy table for the previous certification attempt (WeightAtDelivery - WeightGained = PrepregWeight) and the most recent values recorded in the LengthInches and LengthEights columns of the AnthropContact table for the current certification attempt.

• The text and value label is recalculated and refreshed each time the Weight Gained during Pregnancy or Weight at Delivery values are added, deleted, or modified.

• If the pre-pregnancy BMI cannot be calculated due to missing values, the text and value label is blank.

• The system saves the value of the Pre-pregnancy BMI to the PrepregBMI column of the Postpartum table.

The Postpartum and Pregnancy tables have been modified.

ENH-272

Central Administrative Site, Clinic, and State Office

Referrals and Other Programs, Copy Referrals from Household Members, and Referral Contact Information

The system has been modified to include a Copy Referrals button on the following screens:

• Referrals and Other Programs (Central Administrative Site)

• Referrals and Other Programs (Clinic)

• Referrals and Other Programs (State Office)

It is used to copy referrals added for other household members on the current date.

The following additional modifications have been made to the Referrals and Other Programs screens:

• The word "by" in the title of the Program Referrals Provided to Participant by WIC group box has been corrected to lower case.

• The mnemonic for the Print button has been changed from "P" to "R".

• When the Add button is clicked, a check has been added to determine whether a referral contact exists for the current date for the participant. If one does exist, the system displays the E0101 standard error message.

• When the Copy Referrals button is clicked, a check has been added to display the E0006 standard error message if the user does not have the appropriate permissions.

• When the Copy Referrals button is clicked, a check has been added to determine whether a referral contact exists for the current date for another member of the participant's household. If one does not exist, the system displays the I0068 standard information message.

• The controls on the screens have been standardized.

The following new screens have been added and display when the Copy Referrals button is clicked:

• Copy Referrals from Household Members (Clinic)

• Copy Referrals from Household Members (Central Administrative Site)

• Copy Referrals from Household Members (State Office)

Users must select at least one check box to process this screen. A new standard error message (E0402) has been added and displays if at least one check box is not selected.

The following modifications have been made to the Referral Contact Information screen in the Clinic application module:

• The Date of Referral(s) calendar control has been renamed to "Contact Date".

• A Programs for Referral group box has been added around the Available and Selected tree lists.

• The Selected list box has been changed to a tree list view.

• The controls on the screen have been standardized.

ENH-278

Central Administrative Site, Clinic

Schedule Appointments for Household, Define Resources, Resource

The Define Resources screen in the Central Administrative Site application module has been modified as follows:

• A new Filter Criteria group box has been added to filter the records in the Resource data grid. It contains a Status radio button group with All, Active, and Inactive radio buttons.

• New columns have been added in the Resource data grid: Sort Order, Resource ID, Resource Description, and Active. The Resource Description column replaces the former Resource column. The System Defined column has been removed.

• New Move Up and Move Down buttons have been added to change the sort order of the resources in the data grid.

• A new Save button has been added.

The Resource screen in the Central Administrative Site application module has been modified to include a new Active check box used to indicate the active status of resource records.

The Schedule Appointments for Household screen in the Clinic application module has been modified to display the resource columns from left to right based on the user-defined Sort Order in the Define Resources screen.

ENH-279

Vendor

Event Log tab

The system has been modified to include the User ID of the person who logged each event or follow-up activity in the Event Log screen of the Vendor Folder. The tree list on the All sub-tab has been modified to display the User ID in the text for each Event node and Follow-up Activity node. In cases where the User ID is not valued, the system will display the create user ID from the record.

ENH-285

Central Administrative Site, Clinic, and State Office

Referrals and Other Programs and Nutrition Education Contact

The system has been modified to add the ability to update the contact date for referral nutrition contacts. Each system modification is outlined below and grouped by application module.

Central Administrative Site:

The Nutrition Education Contacts/Peer Counselor Referrals/Materials Given for Household Member tree list on the Nutrition Education Contact screen was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Individual Contact Topic node now displays in the format of "Individual - {contact type description} created on {MM/DD/CCYY} for {MM/DD/CCYY}".

The Program Referrals Provided to Participant by WIC tree list on the Referrals and Other Programs screen was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Referral node now displays in the format of "Created on {MM/DD/CCYY} for {MM/DD/CCYY}".

Clinic:

The Nutrition Education Contact screen was modified as follows:

• The Nutrition Education Contacts/Peer Counselor Referrals/Materials Given for Household Member tree list was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Individual Contact Topic node now displays in the format of "Individual - {contact type description} created on {MM/DD/CCYY} for {MM/DD/CCYY}".

• The Edit Contact, Material or Referral button was modified to be enabled based on the edits documented here.

• The Delete Contact, Material or Referral button was modified to be enabled based on the edits documented here.

The Material Date calendar control was modified to be enabled in Edit mode on the Individual Material Contact screen.

The Contact Date calendar control was modified to be enabled in Edit mode on the Individual Nutrition Education Contact screen.

The Contact Date calendar control was modified to be enabled in Edit mode on the Goal Setting Contact screen.

The control is disabled when:

• The screen is displayed in Edit mode and the current record was not created on today's date.

The Contact Date calendar control was modified to be enabled in Edit mode on the Group Education Contact screen.

The Referral Date calendar control was modified to be enabled in Edit mode on the Breastfeeding Peer Counselor Referral screen.

The Referrals and Other Programs screen was modified as follows:

• The Program Referrals Provided to Participant by WIC tree list was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Referral node now displays in the format of "Created on {MM/DD/CCYY} for {MM/DD/CCYY}".

• The Edit button was modified to be enabled based on the edits documented here.

The Contact Date calendar control was modified to be enabled in Edit mode on the Referral Contact Information screen. The date selected or entered can now be a date in the past or a date in the future, but the other edits/restrictions still apply.

State Office:

The Nutrition Education Contacts/Peer Counselor Referrals/Materials Given for Household Member tree list on the Nutrition Education Contact screen was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Individual Contact Topic node now displays in the format of "Individual - {contact type description} created on {MM/DD/CCYY} for {MM/DD/CCYY}".

The Program Referrals Provided to Participant by WIC tree list on the Referrals and Other Programs screen was modified to display both the Contact Date recorded and the date on which the contact was created for each contact type displayed within the tree list. For example, the Referral node now displays in the format of "Created on {MM/DD/CCYY} for {MM/DD/CCYY}".

ENH-291

Central Administrative Site, Clinic, and State Office

Height/Weight and Blood Work Information, Height/Weight Measurement, Growth Grids, and Participant Folder

The system has been modified to remove the resize handle from the lower right corner of all tabs in the Participant Folder in the Central Administrative Site, Clinic, and State Office application modules. The handle was displayed but non-functional because of the way the Participant Folder tabs behave. Since all of the tabs in the Participant Folder use the same form, the change will affect all tabs within the Participant Folder.

A new permission feature was created for the Participant Management feature group:

• Permission ID 826 "Mark Previous Ht/Wt as Do Not Plot" allows the user to flag a height/weight measurement to plot on a growth grid. When the user has "Full" permission, the Do Not Plot check box is visible and enabled when the Height/Weight Measurement screen is displayed in Edit mode in the Clinic application module.

The system has been modified to update the following screens in the following application modules:

• Height/Weight (Central Administrative Site)

• Height/Weight (Clinic)

• Height/Weight (State Office)

These screens have been modified with the following changes:

• The Height/Weight data grid has been modified with the following changes:

• A new Plot column was added. This column indicates if the measurement will be plotted on the Growth Grids for each record displayed within the data grid.

• A new Measurement Source column was added. This column displays the location where the measurement was taken (either at a WIC clinic or outside of the WIC clinic) for each record displayed within the data grid.

• The header and data displayed in the Measurement Date column were center aligned.

• The header and data displayed in the Inches column were right aligned.

• The header and data displayed in the Eighths column were right aligned.

• The header and data displayed in the Pounds column were right aligned.

• The header and data displayed in the Ounces column were right aligned.

• The header and data displayed in the Body Mass Index column were right aligned.

• The header and data displayed in the % Wt. Chg column were right aligned and aligned on the decimal.

• The ellipsis (...) was removed from the Growth Grids button name and the label text was centered.

• The ellipsis (...) was removed from the Add button name and the label text was centered.

The Edit button on the Height/Weight screen in the Clinic application has been modified to behave as follows:

If records are listed in the data grid:

• If the current user does not have "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" feature, the Edit button is disabled unless the record currently selected in the Height/Weight data grid has an anthropometric Measurement Date equal to the current system date. A height/weight record can only be edited on the day it was taken.

• If the current user has "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" feature, the Edit button is enabled regardless of the anthropometric Measurement Date associated with the record currently selected in the Height/Weight data grid. With "Full" permission, the current user is able to select any row in the Height/Weight data grid and click the Edit button to mark the record as "Do Not Plot".

If records are not listed in the data grid:

• The Edit button is visible and disabled.

The Height/Weight Measurement screen in the Clinic application has been modified with the following changes:

• A new Measurement Source drop-down list box was added. This drop-down list box allows the user to select the location where the anthropometric measurement was taken (either at a WIC clinic or outside of a WIC clinic). The drop-down list box is visible and enabled in Add mode or Edit mode.

• A new Do Not Plot check box was added. This check box allows the user to indicate if the measurement will be plotted on the Growth Grids. The check box is visible when the screen is displayed in Edit mode and is enabled when the current user has "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" permission feature.

• The screen was modified to change when the controls are enabled in Edit mode based on the following:

• If the current user has "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" feature and the current record has a Measurement Date equal to the current system date, the Do Not Plot check box is enabled all other controls except Measurement Date are enabled and display the previously saved values. A height/weight record can only be edited on the day it was taken.

• If the current user does not have "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" feature and the current record has a Measurement Date equal to the current system date, the Do Not Plot check box is disabled and all other controls except Measurement Date are enabled and display the previously saved values.

• If the current user does not have "Full" permission to the "Mark Previous Ht/Wt as Do Not Plot" feature and the current record has a Measurement Date less than the current system date, all controls are disabled and display the previously saved values. A height/weight record can only be edited on the day it was taken.

The system has been modified to update the following screens in the following application modules:

• Growth Grids (Central Administrative Site)

• Growth Grids (Clinic)

• Growth Grids (State Office)

These screens have been modified with the following changes:

• The system was changed to ignore any AnthropContact record that contains the value of "Y" in the DoNotPlot column when plotting any of the growth grids. This applies to the displayed chart and to any chart that is printed in hard copy form. The associated row in the data grid below the chart will contain "No" in the Plot column when the DoNotPlot column contains a "Y". The associated row in the data grid below the chart will contain a blank in the Plot column when the DoNotPlot column contains a "N".

• The Detail data grid was modified as follows for all types of growth grids:

• A new Plot column was added to the far right side of the data grid. This column indicates if the measurement is plotted on the growth grid. The column header and data are left aligned.

• The indicator column was removed from the far left side of the data grid.

• The widths of the columns were adjusted so there is no need for a horizontal scroll bar at the bottom of the data grid.

• The header and data in the Date column were center aligned.

• For prenatal growth grids, the header and data in the Weeks Gestation column were right aligned.

• For prenatal growth grids, the header and data in the Weight Gained column were right aligned and a "lbs" abbreviation displays to the right of each weight gained value displayed.

• For infant/child growth grids, the header and data in the Height column were right aligned.

• For infant/child growth grids, the header and data in the Percentile column were right aligned.

ENH-292

Clinic

Assign Risk Factors for VOC Certification and Assign Certification Risk Factors

The system has been modified to allow CPAs the ability to assign risk factors in VOC certifications and remove high risk status with the appropriate permissions. The following changes have been made:

• The Assign Risk Factors menu option has been renamed to Assign Certification Risk Factors.

• The Certification Risk Factors screen has been renamed to Assign Certification Risk Factors.

• A new Assign Risk Factors for VOC Certification menu option has been added to the Certification menu. It displays the new Assign Risk Factors for VOC Certification screen when selected.

• A new Assign Risk Factors for VOC Certification screen has been added. It is used to manage nutritional risk factors for a client's VOC certification.

• A new permission ID 827 has been added to the Participant Management Feature Group, used to resolve high risk designations.

• A new entry has been added to the Reference Dictionary with the category ResolveHighRisk and the description "Resolve System-assigned High Risk Codes". It is not maintainable by states. It has the following codes:

• 1 = No High Risk Assigned

• 2 = High Risk Assigned not Resolved

• 3 = High Risk Assigned Resolved

• The High Risk check box on the Assign Certification Risk Factors and Assign Risk Factors for VOC Certification screens has been renamed to CPA-assigned High Risk. The functionality of this check box remains unchanged.

• A new Resolve System-assigned High Risk Designations check box has been added to the Assign Certification Risk Factors and Assign Risk Factors for VOC Certification screens. It is used to resolve or remove a risk factor's high risk designation.

• Two new standard confirmation messages (C0077 and C0078) have been added. These standard confirmation messages display when the Resolve System-assigned High Risk Designations check box is checked or unchecked.

• Yellow highlighting in the Participant List (indicating high risk) will now be displayed as follows:

• If the HighRisk column of the Member table equals "Y", yellow highlighting is displayed.

• If the HighRisk column of the Member table does not equal "Y" and any one of the risk factors for the current certification is flagged as high risk (HighRisk column of the RiskFactor table equals "Y"), yellow highlighting is displayed.

• If the ResolveHighRisk column of the CertContact table equals "3" (High Risk Assigned Resolved), yellow highlighting is not displayed.

ENH-295

Clinic and State Office

Generate Breastfeeding Duration - No Longer Breastfeeding Report, Breastfeeding Duration - No Longer Breastfeeding (Standard) Report OPR033 (Output), and Breastfeeding Duration - No Longer Breastfeeding (Healthy People Goals) Report OPR034 (Output)

The system has been modified to include four new reports for breastfeeding duration. The Breastfeeding Duration - No Longer Breastfeeding (Standard) Report OPR033 (Output) and Breastfeeding Duration - No Longer Breastfeeding (Healthy People Goals) Report OPR034 (Output) report the breastfeeding duration for participants no longer breastfeeding. They are generated when the OK button is clicked on the Generate Breastfeeding Duration - No Longer Breastfeeding Report screen.

The Breastfeeding Duration - Currently Breastfeeding (Standard) Report OPR035 (Output) and Breastfeeding Duration - Currently Breastfeeding (Healthy People Goals) Report OPR036 (Output) report the breastfeeding duration for participants currently breastfeeding. They are generated when the OK button is clicked on the Generate Breastfeeding Duration - Currently Breastfeeding Report screen.

ENH-301

Clinic and State Office

Generate Peer Counselor Activity Report and Peer Counselor Activity Report CLN025 (Output)

The following changes were made to the Breastfeeding Peer Counselor Activity report in the Clinic and State Office application modules:

Report generate screen changes (Clinic):

• The report generate screen was renamed Generate Peer Counselor Activity Report.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report generate screen changes (State Office):

• The report generate screen was renamed Generate Peer Counselor Activity Report.

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report output definition changes (Clinic and State Office):

• The report output was renamed Peer Counselor Activity Report CLN025 (Output) in the Clinic application module.

• The report output was renamed Peer Counselor Activity Report CLN025 (Output) in the State Office application module.

• Only women are included in report. Infants and children are excluded.

• The EDC column was renamed Expected Delivery Date.

• The Delivery Date column was renamed Actual Delivery Date.

• A new Contact Type column was added which displays the description of the ContactType column of BFCounselorContact table (ReferenceDictionary table with category = "CounselorContactType" and ExternalID of the ReferenceDictionary table equals the ContactType column of BFCounselorContact table).

• Summary information for each counselor now includes a count of participants by WIC category and a count of contacts by contact type.

• Summary information was added for clinics/agencies/grantees/state. This new summary information is the same as the information for counselor (count of participants by WIC category and count of contacts by contact type).

On the following screens in the following application modules, the Breastfeeding Peer Counselor Activity list item was renamed the Peer Counselor Activity list item in the Reports data grid:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-304

Clinic and State Office

Peer Counselor Contact Topic Summary Report CLN010 (Output)

The following changes were made to the Breastfeeding Peer Counselor Contact Summary report in the Clinic and State Office application modules:

Report generate screen changes (Clinic):

• The report generate screen was renamed Generate Peer Counselor Contact Topic Summary Report.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report generate screen changes (State Office):

• The report generate screen was renamed Generate Peer Counselor Contact Topic Summary Report.

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report output definition changes (Clinic and State Office):

• The report output was renamed Peer Counselor Contact Topic Summary Report CLN010 (Output) in the Clinic application module.

• The report output was renamed Peer Counselor Contact Topic Summary Report CLN010 (Output) in the State Office application module.

• A grand total was added for agency/grantee and state (State Office).

On the following screens in the following application modules, the Breastfeeding Peer Counselor Contact Summary list item was renamed the Peer Counselor Contact Topic Summary list item in the Reports data grid:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-305

Clinic and State Office

Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output)

The following changes were made to the Breastfeeding Peer Counselor Contacts report in the Clinic application module and the Peer Counselor Breastfeeding Contact report in the State Office application module:

Report generate screen changes (Clinic):

• The report generate screen was renamed Generate Peer Counselor Contact Frequency - Breastfeeding Report.

• A Participant Selection radio button group was added that contains the following controls:

• A Breastfeeding radio button.

• A Non-breastfeeding radio button.

• A Breastfeeding and Non-breastfeeding radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report generate screen changes (State Office):

• The report generate screen was renamed Generate Peer Counselor Contact Frequency - Breastfeeding Report.

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Participant Selection radio button group was added that contains the following controls:

• A Breastfeeding radio button.

• A Non-breastfeeding radio button.

• A Breastfeeding and Non-breastfeeding radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report output definition changes (Clinic and State Office):

• The report output was renamed Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output) in the Clinic application module.

• The report output was renamed Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output) in the State Office application module.

• The report ID was changed to CLN027.

The Peer Counselor Breastfeeding Contact Report list item was renamed the Peer Counselor Contact Frequency - Breastfeeding list item in the Reports data grid on the Generate Reports in the Clinic application module.

The Breastfeeding Peer Counselor Contacts list item was renamed the Peer Counselor Contact Frequency - Breastfeeding list item in the Reports data grid on the Generate Reports in the State Office application module.

ENH-306

Clinic and State Office

Peer Counselor Contact Pending - Breastfeeding Report CLN008 (Output)

The following changes were made to the Breastfeeding Women Pending Peer Counselor Contact report in the Clinic and State Office application modules:

Report generate screen changes (Clinic):

• The report generate screen was renamed Generate Peer Counselor Contact Pending - Breastfeeding Report.

• A Participant Selection radio button group was added that contains the following controls:

• A Participants with No Contacts since Delivery radio button.

• An All Participants radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report generate screen changes (State Office):

• The report generate screen was renamed Generate Peer Counselor Contact Pending - Breastfeeding Report.

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Participant Selection radio button group was added that contains the following controls:

• A Participants with No Contacts since Delivery radio button.

• An All Participants radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report output definition changes (Clinic and State Office):

• The report output was renamed Peer Counselor Contact Pending - Breastfeeding Report CLN008 (Output) in the Clinic application module.

• The report output was renamed Peer Counselor Contact Pending - Breastfeeding Report CLN008 (Output) in the State Office application module.

• A Participant Selection sub-heading was added below the report subtitle which indicates whether the report was generated for participants with no contact or all participants.

• A Date of Last PC Contact column was added which displays the most current ContactDate from the BFCounselorContact table for the breastfeeding woman (most current contact date less than or equal to the current date).

• A HH ID column was added which displays the HouseholdID column of Member table for the participants displayed.

• The Referral Reason column was removed.

• The Breastpump Manufacturer / Brand / Type / Subclass / Use-Type / Issue Date column was removed.

• The second set of clinic totals was removed.

On the following screens in the following application modules, the Breastfeeding Women Pending Peer Counselor Contact list item was renamed the Peer Counselor Contact Pending - Breastfeeding list item in the Reports data grid:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-307

Clinic and State Office

Generate Reports

The following changes were made to the Prenatals Pending Peer Counselor Contact report in the Clinic and State Office application modules:

Report generate screen changes (Clinic):

• The report generate screen was renamed Generate Peer Counselor Contact Pending - Prenatal Report.

• A Participant Selection radio button group was added that contains the following controls:

• A Participants with No Contacts during Pregnancy radio button.

• An All Participants radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report generate screen changes (State Office):

• The report generate screen was renamed Generate Peer Counselor Contact Pending - Prenatal Report.

• A Report By radio button group was added that contains the following controls:

• A Clinic radio button.

• An Agency radio button.

• A Grantee radio button. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee radio button is visible and enabled in the Report By radio button group. Otherwise, the Grantee radio button is not visible.)

• A State radio button.

• A Grantee drop-down list box was added which is enabled by default and disabled when the State radio button is selected. (When the value of the INCLUDEGRANTEES business rule equals "Y" and the system output is defined as a grantee report, the Grantee drop-down list box is visible, enabled, and blank. Otherwise, the Grantee drop-down list box is not visible.)

• An Agency drop-down list box was added which is enabled by default and disabled when either the Grantee radio button or the State radio button is selected.

• The existing Clinic(s) list box was modified to be enabled only when the Clinic radio button is selected and populated with all clinics that belong to the agency (or grantee, if available) currently selected.

• A Participant Selection radio button group was added that contains the following controls:

• A Participants with No Contacts during Pregnancy radio button.

• An All Participants radio button.

• A Save as Spreadsheet radio button was added to the Report Destination radio button group.

Report output definition changes (Clinic and State Office):

• The report output was renamed Peer Counselor Contact Pending - Prenatal Report CLN009 (Output) in the Clinic application module.

• The report output was renamed Peer Counselor Contact Pending - Prenatal Report CLN009 (Output) in the State Office application module.

• A Participant Selection sub-heading was added below the report subtitle which indicates whether the report was generated for participants with no contact or all participants.

• A Date of Last PC Contact column was added which displays the most current ContactDate from the BFCounselorContact table for the breastfeeding woman (most current contact date less than or equal to the current date).

• A Last Date to Use Last Set of Benefits column was added which displays the LastCheckLDTU column of Member table for selected participants.

• A Date of Last Peer Counselor Contact column was added which displays the most current ContactDate from the BFCounselorContact table for the prenatal woman (most current contact date less than or equal to the current date). This may be a contact that occurred prior to this pregnancy..

• A Peer Counselor column was added which displays the the LastName, FirstName and MiddleInitial columns of the BFCounselor table for the counselor associated with the last peer counselor contact date.

• A Date of Last referral column was added which displays the most current ReferralDate from the PeerCounselorReferralItem table for the prenatal woman (most current referral date less than or equal to the current date).

• A HH ID column was added which displays the HouseholdID column of Member table for the participants displayed.

• The report was changed from portrait to landscape.

On the following screens in the following application modules, the Prenatals Pending Peer Counselor Contact list item was renamed the Peer Counselor Contact Pending - Prenatal list item in the Reports data grid:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-308

Clinic and State Office

Generate Peer Counselor Contact Frequency - Prenatal Report and Peer Counselor Contact Frequency - Prenatal Report CLN038 (Output)

The Clinic application module has been modified to include a new Peer Counselor Contact Frequency - Prenatal Report CLN038 (Output) that lists all checks paid in a defined date range. It is generated when the OK button is clicked on the Generate Peer Counselor Contact Frequency - Prenatal Report screen in the Clinic application module.

The State Office application module has been modified to include a new Peer Counselor Contact Frequency - Prenatal Report CLN038 (Output) that lists all checks paid in a defined date range. It is generated when the OK button is clicked on the Generate Peer Counselor Contact Frequency - Prenatal Report screen in the State Office application module.

On the following screens in the following application modules, a new Peer Counselor Contact Frequency - Prenatal list item was added to the Reports data grid to allow access to the new report:

• Generate Reports (Clinic)

• Generate Reports (State Office)

ENH-327

Clinic

Blood Measurement

The system has been modified to make the blood test results mutually exclusive on the Blood Measurement screen. The following changes have been made to the controls on this screen:

• If the user enters test results in any of the Hemoglobin (gm/dl), Hematocrit (%), Lead (ug/dl), or E.P. (ug/dl) masked edit boxes, the Delayed Blood Work check box and Reason Blood Work Was Not Collected drop-down list box are disabled.

• If the user checks the Delayed Blood Work check box, the Hemoglobin (gm/dl), Hematocrit (%), Lead (ug/dl), or E.P. (ug/dl) masked edit boxes and the Reason Blood Work Was Not Collected drop-down list box are disabled.

• If the user makes a selection in the Reason Blood Work Was Not Collected drop-down list box, the Delayed Blood Work check box and the Hemoglobin (gm/dl), Hematocrit (%), Lead (ug/dl), or E.P. (ug/dl) masked edit boxes are disabled.

Additionally, the following modifications were made to clean up the appearance of the Blood Measurement screen:

• The controls were aligned on the screen.

• Consistent spacing has been added between the controls on the screen.

• Each label has been vertically aligned with its control.

• The label for the Reason Blood Work Was not Collected drop-down list box has been changed to Reason Blood Work Was Not Collected (changing the "n" in "not" to uppercase).

ENH-328

Central Administrative Site, Clinic, and State Office

Assign Certification Risk Factors, Risk Factors, Certification Guided Script

The system has been modified to indicate which risk factors generated the system assigned High Risk designation with an asterisk (*). An asterisk (*) has been added at the end of the Risk Factor node on the Risk Factors screens in the Central Administrative Site, Clinic, and State Office application modules, and the Assign Certification Risk Factors screen in the Clinic application module. It is present if the HighRisk column of the RiskFactor table equals "Y" for the associated risk factor.

The Certification Guided Script screen has been modified to expand the size of the Risk Factors data grid, as well as to include a new High Risk column. This column displays "Y" or "N" to indicate high risk.

ENH-335

Clinic

Blood Measurement

The system has been modified to include a new CLN_ALLOWDELAYBLOODWORK business rule which allows the state to define whether the Delayed Blood Work check box is visible on the Blood Measurement screen within the Participant Folder and the Certification Guided Script in the Clinic application module.

The following changes were made to the Blood Measurement screen in the Clinic application module:

• If the value of the new CLN_ALLOWDELAYBLOODWORK business rule is equal to "Y", the Delayed Blood Work check box is visible. If the value of the new CLN_ALLOWDELAYBLOODWORK business rule is equal to "N", the Delayed Blood Work check box is invisible.

• When a user attempts to save a new blood work measurement that includes a Hemoglobin (gm/dl) or Hematocrit (%) value for an infant participant that is less than six (6) months of age at the time of the measurement, a new C0075 standard confirmation message message displays. The text of the new message is: "This participant is an infant less than 6 months old. Are you sure you want to enter blood work?" If the user selects the Yes button on the message, the blood work measurement is saved and the Blood Measurement screen displays. If the user selects the No button on the message, the blood work measurement is not be saved and the Blood Measurement screen displays.

• If the Delayed Blood Work check box is visible and checked for an infant participant that is less than six (6) months of age at the time of the measurement, the system displays a new E0397 standard error message when the OK button is clicked. The text of the new message is: "Delayed blood work cannot be saved for an infant under 6 months of age." When the OK button on the standard error message is clicked, the Blood Measurement screen displays and the Delayed Blood Work check box is haloed.

• If the Reason Blood Work Was Not Collected drop-down list box has a selected value for an infant participant that is less than six (6) months of age at the time of the measurement, the system displays a new E0398 standard error message when the OK button is clicked. The text of the new message is: "Reason Blood Work Was not Collected cannot be saved for an infant under 6 months of age." When the OK button on the standard error message is clicked, the Blood Measurement screen displays and the Reason Blood Work Was Not Collected drop-down list box is haloed.

ENH-339

Reference Utility, Vendor

Monitoring Areas, Violation Types, Event Log

The system has been modified to include a new Monitoring Areas screen in the Reference Utility module. This screen is used to manage monitoring areas for use in New Vendor Authorization and Monitoring Visit events and follow-up activities recorded in the Vendor application. This screen displays upon selection of the new Monitoring Areas list item on the Reference Utility screen. A new permission has been added to the Reference Utility Feature Group, used to regulate access to the Monitoring Areas screen.

The following changes were made to the Violation Types screen in the Reference Utility module:

• It has been modified to include the ability to sort the columns in the editable data grid.

• A Sort Value column has been added to specify the display order of the violation types in other areas of the application.

• The Delete column has been removed from within the editable data grid and a Delete button has been added to the lower left-hand corner of the screen.

• The Violation column has been renamed to Description.

• The Federal/State column has been renamed to Category.

An Abuse Noted follow-up activity has been added to the Vendor module. It will be created automatically by the system for each monitoring area for which an abuse is noted when a user adds a New Vendor Authorization event or a Monitoring Visit event or follow-up activity. The system will no longer automatically create a Violation Found follow-up activity for each monitoring area in which an abuse is noted. Abuse Noted follow-up activities cannot be created manually, and will not be listed in the list box on the Follow-up Activities screen.

The following changes were made to the All screen in the Vendor module:

• It has been modified to enable the Edit button when a Monitoring Visit event or follow-up activity is selected in the tree list.

• The Edit button is disabled when a Monitoring Visit Completed event or follow-up activity is selected in the tree list.

The following changes were made to the Monitoring Visit screen in the Vendor module:

• It has been modified to display in Edit mode.

• It has been modified to display the selected Date of Event or Date of Activity in the Date of Visit calendar control.

• A Violation Found column has been added to the screen to indicate that a violation was found for the associated abuse noted.

• The Areas for Monitoring/Training editable data grid has been renamed to Monitoring Areas.

• The Areas for Monitoring/Training column in the Monitoring Areas editable data grid has been renamed to Description.

The following changes were made to the New Vendor Authorization screen in the Vendor module:

• It has been modified to display the selected Date of Event or Date of Activity in the Date of Visit calendar control.

• A Violation Found column has been added to the screen; however, violations cannot be assessed for the New Vendor Authorization event so this column and the Sanction Points column are always disabled.

• The Areas for Monitoring/Training editable data grid has been renamed to Monitoring Areas.

• The Areas for Monitoring/Training column in the Monitoring Areas editable data grid has been renamed to Description.

ENH-344

Central Administrative Site, Clinic, and State Office

Manage Notes

The Manage Notes screen has been modified to print the full text of the note along with the user name and the date the note was created. In those instances when the user name is not found in the database, the system prints the user ID.

ENH-377

Appendix, Reference Utility

Check Layout Configuration, Client Business Rules, and Food Distribution Item

The system has been modified to include a new Check Layout Configuration screen in the Reference Utility application module. This screen is used to customize check layout by modifying the horizontal and vertical positions of each check field as well as selecting a font and font size for each check field. The customized settings on this screen will be used when checks are printed and are stored in a CheckDocumentCustom.xml file. If the CheckDocumentCustom.xml file does not exist, the system will use the default check printing process.

On the Reference Utility screen in the Reference Utility application module, a new Check Layout Configuration list item was added to the Reference Utility Functions data grid to allow access to the new screen.

A new permission has been added to the Permissions Matrix in the Reference Utility Feature Group to control access to the Check Layout Configuration screen.

A new CLN_UseCrystalReportCheckLayout business rule was added which allows the state to define whether the SPIRIT application will use the Crystal Report Check Layout or the CheckDocumentCustom.xml to determine how to print check layout fields.

The Description 2 text box has been removed from the Food Item Distribution screen in the Reference Utility application module.

The DISTRIBUTIONITEMDESCRIPTION2ENABLED business rule has been removed as it is not used in the code and this enhancement eliminates the future need for this business rule.

ENH-379

Reference Utility

Food Item Wizard (1 of 3)

The Food Item Wizard (1 of 3) screen has been modified to keep prorated quantities of food items from falling below the minimum quantity set for the food item or base category. A new Proration for Partial Month Issuance group box has been added that allows the user to specify the proration settings for each food item.

After a benefit item proration quantity has been calculated while generating benefits, the system compares the quantity to the MinimumProrateQuantity value for that food item. If the proration quantity is less than the minimum value, the system looks at the ProrationRule value. If the value is "1", the proration quantity is set to the MinimumProrateQuantity value. If the value is "2", the proration quantity is set to zero (0). If the proration quantity is not less than the minim value, the originally calculated proration quantity is maintained.

The system continues to calculate the final proration quantity based on the item purchase sizes by finding the smallest quantity that divides evenly into the purchase sizes between the proration quantity and the prescribed quantity, but it first starts with the newly recalculated proration quantity.

For benefit items that have been prorated to a quantity of zero (0) due to the probation rule, the system displays a new standard information message (I0066).

If the system attempts to issue a benefit for a participant and all benefit items have been prorated to zero (0), the system displays a new standard information message (I0067).

ENH-380

Clinic, Central Administrative Site, and State Office

Manage Notes and Full Page View

The system has been modified to include the Official Notification date, User ID of the staff member that gave the notice, Termination Date, and Termination Reason for system-generated notes with the Subject "Official Notification" in the Manage Notes and Full Page View screens, as well as in the output generated when users click the Print Note button on the Manage Notes screen.

ENH-382

Central Administrative Site, Clinic, and State Office

AdditionalInfo1 and Health Information

The system has been modified to remove the Household Smoking drop-down list box and the TV/Video Viewing drop-down list box from the AdditionalInfo1 screen. These controls have moved to the Child Health Information screen. Additionally, the Household Smoking drop-down list box has been added to the Cigarette Usage group box on the Postpartum Information screen and the Pregnancy Information screen.

ENH-384

Clinic

Issue Benefits

The system has been modified to make the benefits issuance process more efficient by providing the ability to stop the process if there is a food prescription or an update to a field required for suggestion of benefits. The following changes were made to the Benefits (Issue Benefits) screen in the Clinic application module:

• The height of the Household Member Information data grid was decreased. The data grid now shows only three rows.

• The following changes were made to the Benefits to be Issued tree list:

• The height of the tree list was increased.

• All participants in the household now display in the tree list.

• Several of the messages that once displayed when the Issue Benefits screen was called no longer display when the screen is called. Instead, the message content now displays as nodes in the tree list. See the Add messages to the tree list section for details. These messages display in a dark red or burgundy color.

ENH-385

Clinic

Linked Participant

The Linked Participant screen has been modified to display only participants whose birthday is within one (1) day (before or after) of either the actual delivery date or the mother's birth date. Additionally, a new Household ID column has been added to the Linked Participant data grid. A new Show All check box has been added to allow the user to show all participants, regardless of household ID who are within one (1) day (before or after) of either the actual delivery date or the mother's birth date, instead of only participants in the same household.

The E0083 standard error message has been modified to: "No women were found with a birth date within 1 day of the date you entered. Please verify date of birth." and "No infants were found with a birth date within 1 day of the date you entered. Please verify the date."

ENH-386

Central Administrative Site, Clinic, and State Office

Manage Alerts and Copy Alert to Note

The system has been modified to allow users to copy alerts to notes. The system has been modified to update the following screens in the following application modules:

• Manage Alerts (Central Administrative Site)

• Manage Alerts (Clinic)

• Manage Alerts (State Office)

These screens have been modified with the following changes:

• The screen was increased in size.

• The Alerts for Household data grid was modified as follows:

• The data grid has been renamed as Alerts.

• A new Type column was added to the data grid, which displays either "Household" or "Individual" depending on the type of alert in the row.

• A new Copy Alert to Note button was added, which is always visible and enabled when either an "Household" or "Individual" alert is selected in the Alerts data grid. When the button is clicked, a new Copy Alert to Note screen displays.

The system has been modified to include the following new screens in the following application modules:

• Copy Alert to Note (Central Administrative Site)

• Copy Alert to Note (Clinic)

• Copy Alert to Note (State Office)

In the Clinic application module, the colons were removed from the Subject drop-down list box labels on the following screens:

• Add Breastfeeding Note

• Add General Note

• Add SOAP Note

On the Alert screen in the Clinic application module, the Household radio button was relocated to be the first option in the Alert Type radio button group.

ENH-389

Appendix, Clinic Management Console, Reference Utility

Client Business Rules, Manage Required Fields, and Permissions Matrix

The system has been modified to allow the user to designate which fields are required for certification and VOC certification in the Clinic application module by WIC category. To accommodate this, a new RequiredFields database table was added. The default values for this new database table are documented in a new Database Table Default Values topic in Appendix D of the DFDD.

The system has been modified to include a new Manage Required Fields screen in the Reference Utility application module.

A new permission feature was created for the Reference Utility feature group. Permission ID 828 "Manage Required Fields" controls the availability of the new Manage Required Fields screen in the Reference Utility application module.

On the Reference Utility screen in the Reference Utility application module, a new Required Fields list item was added to the Reference Utility Functions data grid to allow access to the new Manage Required Fields screen.

The following changes were made to the following screens in the Clinic application module:

AdditionalInfo2:

• The system now checks the new RequiredFields database table to determine if the Marital Status drop-down list box in the Authorized Representative group box is a required control.

• The system will check the new RequiredFields database table to determine if the Education Level drop-down list box in the Authorized Representative group box is a required control.

• The system now checks the new RequiredFields database table to determine if the Register to Vote drop-down list box in the Authorized Representative group box is a required control.

Child Health Information:

• The system will check the new RequiredFields database table to determine if the Birth Height In and Birth Height 8ths masked edit boxes in the Birth Information group box are required controls.

• The system now checks the new RequiredFields database table to determine if the Birth Facility drop-down list box in the Birth Information group box is a required control.

Postpartum Information

• The system now checks the new RequiredFields database table to determine if the Birth Facility drop-down list box in the Postpartum Information group box is a required control.

Pregnancy Information:

• The system now checks the new RequiredFields database table to determine if the Number of Previous Pregnancies masked edit box in the Previous Pregnancy Information group box is a required control.

The CLINIC_EnableRegisterToVoteInfantsChildren business rule was removed. The Register to Vote drop-down list box is now always enabled on the AdditionalInfo2 screen in the Clinic application module, but the feature "AuthRepRegisterToVote" may now be set to not required for infants and children during certification and VOC certification on the new Manage Required Fields screen in the Reference Utility application module.

The description of the CLN_SUPPRESS_BIRTH_DATA_ON_GROWTH_GRID business rule was updated in the DFDD as follows:

• The following content was added to the business rule description:

The value of this business rule works in tandem with the required field selection for birth height and birth weight on the new Manage Required Fields screen, even though the two are set up independently and there is no edit in the system to keep them in sync. The possible combinations of settings are outlined in the Values Allowed section of the business rule.

• When the value of the business rule equals "Y":

Disables the plotting of birth height and birth weight on infant growth grids. If birth height and birth weight are required controls, the values will be required on the Child Health Information screen in the Clinic application module, but will not be visible on the growth grids. If birth height and birth weight are not required controls, the values will not be required on the Child Health Information screen in the Clinic application module and will not be visible on the growth grids if entered.

• When the value of the business rule equals "Y":

Enables the plotting of birth height and birth weight on infant growth grids. If birth height and birth weight are required controls, the values will be required on the Child Health Information screen in the Clinic application module and will be visible on the growth grids. Typically, birth height and weight should be required if they are going to be plotted. It is suggested that if the business rule is "'N", the birth height and weight are required controls as well. If birth height and birth weight are not required controls, the values will not be required on the Child Health Information screen in the Clinic application module and will be visible on the growth grids if entered.

The description of the CLN_ALLOW_UNKNOWN_BIRTH_HT_WT business rule was updated in the DFDD as follows:

When the value of the business rule equals "Y":

The Unknown Birth Criteria check box is visible and enabled in the Birth Information group box on the Child Health Information screen within the Participant Folder and the Certification Guided Script in the Clinic application module. When this check box is selected, all other controls in the Birth Information group box are disabled and the system will not process the edits for required fields. When this check box is not selected, the system will process the edits for required fields.

Additionally, the Unknown Birth Criteria check box is visible in the Birth Information group box on the following screens in the following application modules:

• Child Health Information (Central Administrative Site)

• Child Health Information (State Office)

When the value of the business rule equals "N":

The Unknown Birth Criteria check box is not visible in the Birth Information group box on the following screens in the following application modules:

• Child Health Information (Central Administrative Site)

• Child Health Information (Clinic)

• Child Health Information (State Office)

ENH-390

Clinic

Risk Factors

The Risk Factors screen within the Participant Folder has been modified to add a new Assign Risk Factors button. When clicked, the button displays the Assign Certification Risk Factors screen.

ENH-391

Central Administrative Site, Clinic, and State Office

Initial Contact and Initial Contacts Report CLN040 (Output)

The Central Administrative Site application module has been modified to include a new Initial Contacts Report CLN040 (Output) that lists participants with an initial contact date within a specified date range. It is generated when the OK button is clicked on the Generate Initial Contacts Report screen in the Central Administrative Site application module.

The Clinic application module has been modified to include a new Initial Contacts Report CLN040 (Output) that lists participants with an initial contact date within a specified date range. It is generated when the OK button is clicked on the Generate Initial Contacts Report screen in the Clinic application module.

The State Office application module has been modified to include a new Initial Contacts Report CLN040 (Output) that participants with an initial contact date within a specified date range. It is generated when the OK button is clicked on the Generate Initial Contacts Report screen in the State Office application module.

On the following screens in the following application modules, a new Initial Contacts Report list item was added to the Reports data grid to allow access to the new report:

• Generate Reports (Central Administrative Site)

• Generate Reports (Clinic)

• Generate Reports (State Office)

The system has been modified to collect additional initial contact information. The system has been modified to update the following screens in the following application modules:

• Initial Contact (Central Administrative Site)

• Initial Contact (Clinic)

• Initial Contact (State Office)

These screens have been modified with the following changes:

• A new WIC Category drop-down list box was added, which allows the user to specify or view the participant's WIC category at the time of initial contact.

• A new Migrant at Initial Contact check box was added, which allows the user to indicate or view whether the participant is or was a migrant at the time of initial contact.

ENH-394

Clinic

Certification Guided Script, Food Prescription, and Issue Benefits

The system has been modified to allow a household to receive a child's benefits for the entire certification period without having to create a food prescription for the child manually. The SPIRIT system now prescribes and generates child benefits for the entire certification period, without requiring a manually created food prescription for the months following a child's birthday.

This change provides for the following:

• Generation of food prescriptions for the current age category and the future age category for a child who will transition into a new age category without requiring the user to enter a food prescription manually.

• Issuance of multiple sets of benefits from different age categories at one time.

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". The issuance frequency can be updated on the CPA-determined Follow-up screen in two different locations:

• On the Certification Guided Script screen, click the CPA Determined Follow-up link and update the Issuance Frequency drop-down list box.

• In the Participant Folder, selecting the Review CPA-determined Follow-up Information menu option on the Participant Activities menu and update the Issuance Frequency drop-down list box.

The Certification Guided Script was updated as follows:

When the Food Prescription link is clicked, the system determines if the child will cross an age category threshold between the effective and end date of the certification. If a threshold will be reached, the food prescriptions will be generated automatically, one for each age category within the certification period.

When food prescriptions are generated during certification and the child being certified will have a birthday between the effective and end dates of the certification, two new prescriptions will be automatically generated, one for each age category in the certification.

When a child turns two years old, not only is a new age category reached, the child's prescription changes to include low fat milk instead of whole milk.

When the certification process is complete, the benefits issued include those of the current age category, as well as benefits for the future age category, if the child's birthday falls within the PFDTU/LDTU range of any one of the future sets of benefits being issued.

ENH-396

Central Administrative Site, Clinic, and State Office

Benefits History

The system has been modified to change the tree list view on the Benefits History screen. The following modifications have been made:

• A new Food Instrument Set node has been added.

• The existing Benefit node has been moved to display within the new Food Instrument Set. The format of the text displayed for this node has been modified.

• The default view of the tree list will have all nodes collapsed.

• The icon displayed on the Food Item node has been removed.

• The FOODINSTRUMENTSET and FOODINSTRUMENT tables have been modified.

ENH-399

Appendix

Client Business Rules

The system has been modified to accommodate month-to-month issuance where participants are always issued benefits at least one month in advance.

A new CLN_BenefitsStartOnFirstDayOfMonthbusiness rule was added which allows the state to define whether suggested benefits have a PFDTU of the first of the month and end on the last day of the month, and also prevent the user from adjusting the benefit dates on the Issue Benefits screen in the Clinic application module.

A new CLN_CreateInitialMonthToMonthBenefitbusiness rule was added which allows the state to define whether month-to-month issuance allows the first suggested benefit for participants with certification effective dates within the same month are allowed to receive extra benefits.

A new CLN_SuggestLastBenefitForChildrenbusiness rule was added which allows the state to define whether month-to-month issuance allows the first suggested benefit for participants with certification effective dates within the same month are allowed to receive extra benefits.

ENH-400

Vendor

EBT Redemption Data

The system has been modified to add "UPC Description" to the Available Fields list box, as well as add Category and Subcategory drop-down list boxes to the Selection Criteria group box on the EBT Redemption Data screen.

To standardize their appearance, the Up and Down buttons on the EBT Redemption Data screen have been made the same size as the Select and Remove buttons.

Reported Issues

NIN-29

Vendor

Compliance Buy Returned, Monitoring Visit, and Violation Found

VRP-71

Issue: For certain events and follow-up activities that use the state and federal violations defined in the Reference Utility application, either only state violations are displayed or only federal violations.

On the Compliance Buy Returned screen, only federal violations are displayed.

On the Monitoring Visit screen and the Violation Found screen, only state violations are displayed.

Resolution: This issue has been resolved with the modifications made for ENH-339. The Violation Types and Monitoring Visit screens were modified. The Compliance Buy Returned screen was modified to display all violation types.

NIN-30

Clinic

Benefits (Issue Benefits)

SVN-140

Issue: When benefits are issued early for the next month on the Benefits (Issue Benefits) screen, the system suggests an extra set of benefits that overlap with existing benefits.

Resolution: The following modifications have been made:

• For extra benefits issued at the top of the benefit set, the code has been modified to not cycle adjust the first benefit if the LDTU being adjusted is before the LDTU of the participant's last issued benefit.

• For situations where the participant's cycle was being adjusted to 2 days late, the code has been modified to determine if the previous benefit has a PFDTU in February. It will then subtract 2 days from the March PFDTU to return the benefit to the correct cycle (2 days are added to February benefits as issuance must be within a thirty- (30-) day window). If it is a leap year, the system will subtract one (1) day from the March PFDTU.

• For situations where the system was calculating an invalid February PFDTU after cycle adjustment, the code has been modified to no longer subtract two (2) days from cycle adjusted benefits starting in March.

NIN-33

State Office

Agency Check Audit Report FDI010 (Output)

SUG-1947

Issue: When generating the Agency Check Audit Report FDI010 (Output), the Medical Assistance Flag is not being included for everyone on the report.

Resolution: This issue was caused by the Medicaid flag not being set in the Member table. The code has been modified to pull the Medicaid information from the IncomeContactItem table instead of the Member table.

NIN-34

Breastfeeding Women Pending Peer Counselor Contact Report

SUG-1878

Issue: The Breastfeeding Women Pending Peer Counselor Contact report in the Clinic and State Office application modules contained errors.

Resolution: This issue has been resolved with the modifications made for ENH-306. In addition, the RPT_BFWOMENPEERCOUNCONTACT_ENABLED business rule was removed.

NIN-35

Clinic

Generate Prenatal Women Peer Counselor Referrals Report

SUG-1289

Issue: When the OK button is clicked on the Generate Prenatal Women Peer Counselor Referrals Report screen after specifying the report criteria, the system displays a standard error message with the text, "Column "PeerCounselorReferralItem.REFERRALDATE" is invalid in the ORDER BY clause because it is not contained in either an aggregate function or the GROUP BY clause. ORDER BY items must appear in the select list if SELECT DISTINCT is specified."

Resolution: The issue is caused by the database compatibility. Database compatibility 100 requires that expressions in the ORDER BY clause of a SELECT DISTINCT command appear in the select list. The select list had a formatted date, but the ORDER BY clause had an unformatted date. The code has been modified so the ORDER BY clause has a formatted date.

NIN-36

Clinic and State Office

Statewide Education Summary Report NUT001 (Output)

SUG-1863

Issue: The code for the Statewide Education Summary Report NUT001 (Output) looks at the number of education contacts for a participant's certification period. If the participant has two or more contacts, the participant is considered compliant. By design, education topics 44 (NO SHOW FOR NUTRITION ED) and 45 (CLIENT REFUSED NUTRITION ED) are excluded from these counts. However, the education contact values are maintained by users via the Reference Utility. There are no controls in place to require that education topics 44 and 45 have specific meaning. Education contact values are tied to a WIC status. There is no control to ensure that the education contact value for the same education contact topic is consistent for all WIC statuses.

Resolution: This issue was caused by the report not correctly filtering the education contacts for a participant's certification period. The Statewide Education Summary Report NUT001 (Output) in the State Office application module has been corrected to match the DFDD.

A new Topic Response radio button group was added to the following screens in the Clinic application module:

• Individual Nutrition Education Contact

• Group Education Contact

• Work with On-site Group

NIN-37

Clinic

Breastfeeding Women Pending Peer Counselor Contact Report

SUG-497

Issue: The following modifications were requested for the Breastfeeding Women Pending Peer Counselor Contact report in the Clinic and State Office application modules:

• All breastfeeding women that received checks for a given month should display on the report. If the participation count shows that there were 100 breastfeeding women in the month of March, 2008, then the same 100 breastfeeding women should display on the report.

• Even if the breastfeeding women have been contacted by the peer counselor, they should still display on the report for a given month if they have been issued checks. The report should not remove names from the report after they have been contacted by the peer counselor.

• The report should always contain the following: Address and telephone numbers, baby's name, delivery date, breastfeeding duration, formula quantity, age formula introduced, breastpump manufacturer brand, type/subclass/use-type/issue date.

• The reports should be queued so that each and every time the peer counselor contacts a breastfeeding woman, a record of that contact and date of contact is documented on the Breastfeeding Women Pending Peer Counselor Contact report.

Additionally, the Breastfeeding Women Pending Peer Counselor Contact list item on the Generate Reports screen generates a Breastfeeding Women Peer Counselor Contact Report. The DFDD describes both a Breastfeeding Women Pending Peer Counselor Contact report and a Breastfeeding Women Pending Peer Counselor Contact (Output). Currently, this report appears to be acting like a pending report, with names dropping off after the participant is contacted.

Resolution: This issue has been resolved with the modifications made for ENH-306.

NIN-38

Clinic and State Office

Participation vs. Enrollment Monthly Report CLD029 (Output)

SUG-222

Issue: When generating the Participation vs. Enrollment Monthly Report CLD029 (Output), several participation counts are incorrect. This issue includes the following scenarios:

• A fully-breastfeeding mother and infant were counted as participants, when the mother refused benefits and the checks were voided. Per Federal regulations, neither individual should be counted.

• A partially-breastfeeding mother was counted as a participant when no one in the household received benefits for the month.

Resolution: This issue has been resolved with the modifications made for ENH-15.

NIN-39

Clinic and State Office

Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output)

SUG-495

Issue: Several changes and enhancements are required for the Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output). These changes include:

• The report number is incorrect.

• The report title is incorrect.

• The total number of contacts is incorrect.

• Contacts are grouped incorrectly.

• The sort order is incorrect.

• Participants are not accurately represented based on the selected Date Range.

• Contacts added in the Breastfeeding Peer Counselor Contacts screen are not displayed in the Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output).

• Users are not able to edit the Discussion Topics list box on the Breastfeeding Peer Counselor Contact screen using Reference Utility.

• A Reason for Referral column should be added to the report.

Resolution: This issue has been resolved with the modifications made for ENH-305.

NIN-40

Clinic and Reference Utility

Peer Counselor Activity Report CLN025 (Output)

SUG-496

Issue: When generating the Peer Counselor Activity Report CLN025 (Output), the related ability to edit a Breastfeeding Peer Counselor Contact Type is not available in the Reference Utility application as documented in the DFDD. Additionally, there is no ability to choose a contact type when adding a breastfeeding peer counselor contact.

Resolution: The Breastfeeding Peer Counselor Contact Type topic was removed from the DFDD in a previous version. The reference to the Breastfeeding Peer Counselor Contact Type screen no longer exists.

A Contact Type drop-down list box has been added to the Breastfeeding Peer Counselor Contact screen, allowing users to choose a contact type when adding a breastfeeding peer counselor contact. This drop-down list box is populated from the ContactType column of the BFCounselorContact table (ReferenceDictionary table with category = "CounselorContactType" and ExternalID of the ReferenceDictionary table equals the ContactType column of BFCounselorContact table).

NIN-41

Central Administrative Site and State Office

Breastfeeding Initiation Report OPR030 (Output)

SUG-1918

Issue: The Breastfeeding Initiation Report OPR030 (Output) excludes participants who are no longer in the Infant category at the time the report is run; excludes all participants in Agency 88 at the time the report is run, even if they were participating during the time period for which the report is generated; and includes participants who have been prescreened but who have never been certified, causing a false reduction in breastfeeding initiation. Additionally, this report is still not available in the Clinic application.

Resolution: The view, v_breastfeeding_initiation, has been modified to include infants that had their first birthday during the reporting period or were certified during the reporting period. Other issues with this report have been resolved with the modifications made for ENH-245.

NIN-42

Clinic

Prenatal Women Peer Counselor Referrals Report CLN041 (Output)

SUG-498

Issue: Several issues were encountered when generating the Prenatal Women Peer Counselor Referrals Report CLN041 (Output). These include:

• The text description for the Prenatal Women Peer Counselor Referrals Report in the Generate Reports screen is misspelled.

• The Prenatal Women Peer Counselor Referrals Report CLN041 (Output) doesn't return any data.

• When opening the .xls file, a message displays indicating that the file is not in the same format as indicated by the .xls extension.

• Invalid characters display in the report output indicating soft carriage returns.

• When the text description of the Referral Reason exceeds a certain number of characters, the text extends beyond the borders defined by the report.

• The Agency and Clinic fields are in the wrong position.

• The report's header does not include page numbers.

• The values for the WIC ID, Date of Referral, and Referral Reason should be displayed on the same row as the participant's Name.

• The text at the bottom of the report reads "***END OF REPORT***". This should be in lower case, and be displayed as "***End of Listing***".

• Prenatal women without referrals are missing from the report.

Resolution: This issue has been resolved with the modifications made for ENH-307. The following additional modifications have been made to correct the specific issues listed above:

• The second "r" has been removed from the word "during" (previously misspelled).

• The Prenatal Women Peer Counselor Referrals Report CLN041 (Output) now returns data.

• Soft carriage returns no longer display.

• The test description of the Referral Reason now wraps.

• The Agency and Clinic have been included in the report as columns instead of headers.

• Page numbers no longer display on the report as the are no longer used in spreadsheet reports.

• WIC IDs and reasons now display on the same row as the name. Multiple referrals are now reported on multiple lines, each with its own copy of the WIC ID, participant name, etc.

• The last line of the report is now correctly spelled as "***End of Listing***".

• The report has been modified to include non-referred participants.

• The code has been modified to save the Prenatal Women Peer Counselor Referrals Report CLN041 (Output) with a default extension of .xlsx instead of .xls. This modification will also save the following reports with an extension of .xlsx when they are manually invoked:

• Participation by Priority/Category/Ethnicity Group Report CLD020 (Output) (Clinic and State Office application modules)

• Reported Participation WIC - Monthly Unduplicated Report CLD026 (Output) (State Office application module)

• Year-to-date Participation and Outlays Report FIN017 (Output) (Financial Management and State Office application modules)

• Vendor Civil Money Penalties Report Spreadsheet (Output) (Vendor application module)

• Vendor Violation Report Spreadsheet (Output) (Vendor application module)

• Vendor Inventory Audit Report (Output) (Vendor application module)

• Top 10 Food Instrument Types by Peer Group Report VND070 (Output) (Vendor application module)

• Peer Group Pricing Report (Output) (Vendor application module)

• Default Food Package Report (Output) (Vendor application module)

NIN-46

Clinic

Generate Reports

TOF-130

Issue: The DFDD describes two reports available in the Clinic application whose list items, Peer Counselor Contact Frequency - Breastfeeding and Peer Counselor Prenatal Referral Report, do not display on the Generate Reports screen.

Resolution: The Peer Counselor Contact Frequency - Breastfeeding list item is available in the State Office application to generate the Peer Counselor Contact Frequency - Breastfeeding Report CLN027 (Output). In the Clinic application, the same report is generated using the new list item on the Generate Reports screen. The DFDD has been updated to document the new list item. The inconsistency of the list item names will be corrected in a future release.

The Peer Counselor Prenatal Referral Report list item does not exist in the system code. All documentation related to this list item has been removed from the DFDD.

NIN-66

Financial Management

Financial Management [Rebate Suppliers]

TOS-108

Issue: The Financial Management [Rebate Suppliers] screen does not show the most recent agreement dates in the Agreement Effective and Agreement Expiration columns.

Resolution: The Agreement Effective and Agreement Expiration columns have been removed from the Rebate Suppliers data grid on the Financial Management [Rebate Suppliers] screen. This approach was agreed upon by the CCWG.

NIN-72

Clinic

Nutrition Assessment Contact

TOS-69

Issue: When adding a new contact on the Nutrition Assessment Contact screen (without selecting any risk factors from the list box) for an existing participant that is currently in a valid certification, a pseudo certification is created inappropriately. Only if a nutrition assessment contact risk factor is added should the system perform the risk analysis, as adding the contact alone has no bearing on current risk factors.

Resolution: This issue occurs when the participant's existing risk factors in the RiskFactor table have a NULL value in the AmountBreastfeeding or AmountBreastfeeding2 columns. Since the RiskFactorReference table no longer contains these combinations due to new functionality that has been introduced, the system drops the risk factor instead of carrying it forward, causing a pseudo certification to be created.

To resolve the NULL values for the AmountBreastfeeding and AmountBreastfeeding2 columns in the RiskFactor table, a SQL script will be added to the automated scripts. The values will be populated based on the breastfeeding data for the linked children. Only risk factors from certifications that have not yet ended will be affected. If the Certification End Date is in the future and there are risk factors with NULL values in the AmountBreastfeeding or AmountBreastfeeding2 columns, the automated SQL script will update them if breastfeeding data is found.

Additionally, the code has been modified for Risk Factors 502 (Transfer of Certification (VOC)), 801 (Homelessness), 802 (Migrancy), and 904 (Environmental Tobacco Smoke Exposure) to correctly populate the AmountBreastfeeding and AmountBreastfeeding2 columns.

NIN-82

Clinic

Height/Weight Measurement

SVN-122

Issue: When users enter an infant's height measurement of twenty-seven (27) inches on the Height/Weight Measurement screen, a standard confirmation message (C0060) displays with the text, "The height measurement (27) falls below the lowest point on the growth grid. Is the value correct?" However, the lowest plotted point on the growth grid is 16 inches.

Resolution: The text of the standard confirmation message (C0060) has been changed to include eights of an inch if the measurement is so low that it will not plot on the growth grid. The logic used to determine when this standard confirmation message is displayed has been changed to use the participant's age instead of the participant's WIC category. It will display for participants with a height less than thirty-one (31) inches whose age at the time of measurement is two to six (2-6) years, and for participants with a height less than sixteen (16) inches whose age at the time of measurement is under two (2).

NIN-84

Clinic

AdditionalInfo2

SVN-80

Issue: The selection in the Register to Vote drop-down list box on the AdditionalInfo2 screen is not being retained.

Resolution: The code has been modified to properly display the selection in the Register to Vote drop-down list box.

NIN-87

Reference Utility

Maintain State Nutrition Assessment Questions

SVN-106

Issue: Users are able to delete State Nutrition Assessment Questions from the Maintain State Nutrition Assessment Questions screen that have been used in a nutrition assessment contact. The DFDD indicates that only State Nutrition Assessment Questions that have never been used can be deleted.

Resolution: The code has been modified to display a new standard error message (E0403) with the text, "The state nutrition assessment question is in use and cannot be deleted." This standard error message displays when the Delete button is clicked on the Maintain State Nutrition Assessment Questions screen for State Nutrition Assessment Questions that have been used in a nutrition assessment contact.

NIN-89

Clinic

Nutrition Assessment

SVN-108

Issue: After selecting the Remove Incomplete Certification menu option, the nutrition assessment contact entered for the current date remains on the Nutrition Assessment screen.

Resolution: The code has been modified so that the Remove Incomplete Certification process now removes the nutrition assessment contact created by the incomplete certification.

NIN-91

Central Administrative Site, Clinic, and State Office

Demographics

SVN-6

Issue: The date format used in the Demographics screen does not comply with SPIRIT standards.

Resolution: The Date of Birth and Date Verified calendar controls on the Demographics screen have been replaced with the new standard calendar controls.

NIN-95

Clinic

Assign Certification Risk Factors

SVN-50

Issue: The DFDD topic for the Assign Certification Risk Factors screen incorrectly states that the Remove button is disabled when a system-assigned risk factor is selected. System-assigned risk factors are no longer listed in the Selected data grid. Instead, they are listed in the tree list on the left side of the screen. The Selected data grid includes only CPA-assigned risk factors. Additionally, the images of the Select and Remove buttons are incorrect. The arrows should point up and down rather than side to side.

Resolution: The DFDD has been updated as follows:

• The Interface Initialization section has been modified to state the following:

• "The Selected data grid will display CPA assigned risk factors selected for the participant."

• "An entry is added to the Selected data grid for each risk factor (CPA-determined) assigned to the current certification attempt."

• The following statement indicating that the Remove button is disabled has been removed: "The control is disabled when: A selection that was added by the system based upon the participant information is made in the selected data grid."

• The button images for the Select and Remove buttons have been corrected.

• The description of the Selected data grid has been modified to state the following: "This data grid displays the risk factors (CPA-determined) assigned for the current certification."

NIN-97

Appendix

Permissions Matrix

SVN-127

Issue: The Permissions Matrix information for the State Office Feature Group ID 321 should be changed to mimic ID 150 by assigning it to the Reports Feature, by changing the description of the Full permission, and by keeping the Feature Group identified as State Office.

Resolution: The Permissions Matrix in the DFDD for State Office Feature Group ID 321 has been updated by assigning it to the "Generate Reports" Feature and by changing the description of the Full permission to "Allow access to the Generate Reports screen for the State Office module and to generate available reports" (N/A otherwise). The Feature Group identification of State Office remains unchanged.

NIN-98

Central Administrative Site, Clinic, and State Office

Document Imaging menu

SVN-61

Issue: The mnemonic of "D" is not being underlined for the Document Imaging menu in the Participant Folder.

Resolution: The mnemonic of "D" has been added to the Document Imaging menu. This mnemonic is now underlined when the Alt key is selected.

NIN-99

Clinic

Food Prescription

SVN-105

Issue: When users add two types of formula food items to the Food Prescription screen and then attempt to edit the second formula item, an object reference error displays.

Resolution: The code has been modified to carry forward only the most recently added formula food item.

NIN-102

State Office

Manage Consigned Breastpumps

SVN-60

Issue: The Clinic, Product, Disposition, and Serial Number controls are not aligned properly on the Manage Consigned Breastpumps screen.

Resolution: The Clinic, Product, Disposition, and Serial Number labels have been aligned with their associated controls on the Manage Consigned Breastpumps screen.

NIN-103

Clinic and State Office

Participant List

SVN-63

Issue: The Social Security Number masked edit box is not aligned properly on the Participant List screen.

Resolution: The Social Security Number masked edit box has been aligned with the First Name text box on the Participant List screen.

NIN-104

Reference Utility

Food Items

SVN-90

Issue: When attempting to use the Up and Down buttons to change the sort order in the Food Items editable data grid on the Food Items screen, the Down button is disabled for food items with sort values greater than ten (10).

Resolution: A change has been made so that the Down button is now enabled for food items with sort values greater than ten (10).

NIN-108

Clinic

No Show Report CLN021 (Output)

SVN-31

Issue: The following format issues have been found in the No Show Report CLN021 (Output):

• The State header is offset and not properly aligned.

• There is no colon (:) after hours that are more than one digit (i.e., 12:00).

• The DFDD does not provide specific information regarding the format of the Hour data element.

• The report does not contain a page break upon change of a day in the month, as documented in the DFDD.

Resolution: The following formatting changes have been made to the No Show Report CLN021 (Output):

• The header has been centered and aligned.

• The Agency/Clinic has been left-aligned with the Report ID.

• The Time edit on the header has been corrected.

• The Appointment Date has been added to the report header.

• A page break has been added upon change of date.

• The report has been modified to display Agency/Clinic and column headers on every page, except the Total page upon which only the Agency will be printed.

• The columns have been aligned.

• The value for the Hour data element comes from the ShortTime column of the Timeslice table. This is a five-character text field that is formatted as currently shown in the No Show Report CLN021 (Output) and the value cannot be changed; however, the colon (:) in the fifth position of the Hour has been removed. Additionally, the Hour column has been aligned.

• The DFDD has been updated accordingly.

NIN-109

Scheduled Job Administration

End of Day

SVN-128

Issue:When multiple bank files are processed by End of Day (Banking Files (ASCII) (EOD)), the files are sometimes processed out of order rather than in order by date.

Resolution: Previously, the files were processed by created date. A function has been added to sort by BankFileName, if the file name matches a specific format (ABDCMMddyy.dat). If the file(s) in the group cannot be converted to this date format, the sort order revers to the original sorting routine by created date. Now, when multiple banking paid files are to be processed in one run, they will be processed by the date in the file name in ascending order (oldest to newest).

NIN-110

Clinic

View Appointments for Date

SVN-28

Issue: If a participant's name is too long to fit on a single line in the Member Name text and value label on the View Appointments for Date screen, the name wraps to a second line and the top and bottom of the text is cut off.

Resolution: The size of the Member Name text and value label has been increased to accommodate long participant names.

NIN-113

Clinic

Child Health Information

SVN-123

Issue: The selection in the Reason(s) Stopped list box on the Child Health Information screen is not being retained.

Resolution: This issue was caused by the Reason(s) Stopped list box not being enabled when an infant participant was linked to the mother. This list box has now been enabled, correcting this issue.

NIN-114

Management Console and State Office

Role Profile and Duplicate Participant Investigation Results

SVN-125

Issue: The following issues have been found on the Role Profile screen and in the DFDD:

• The State Office Feature Group on the Role Profile screen is titled "Participant Investigation Results", the menu option in the Activities menu is titled "Participant Investigation Results," and the Permissions Matrix in the DFDD for ID 308 is titled "Participant Investigation Results." However, the associated screens are titled Duplicate Participant Investigation Results and Duplicate Participant Investigation Edit.

• The DFDD identifies these screens as Duplicate Participant Investigation Results and Duplicate Participant Investigation Edit.

• On the Duplicate Participant Investigation Results screen, users cannot enter a State WIC ID and press Enter to conduct a search. Users must click the Apply button.

• The Duplicate Participant Investigation Edit screen displays incorrect information: The State WIC ID is the same as the Household ID, the Clinic is incorrect for the Agency, the Household ID is incorrect in the MEMBER and DUPLICATEENROLLPARTICIPATION tables, and the Agency and Clinic information for the MEMBER table points to 88 (PURGED CLINICS).

• The middle initial is not displayed in the Name text and value label on the Duplicate Participant Investigation Edit screen.

• The DFDD topic for the Duplicate Participant Investigation Results screen references a Name column; however, the screen actually displays the name in three separate columns: Last Name, First Name, and MI.

Resolution: The following modifications have been made to the code:

• The menu option in the Activities menu has been changed from "Participant Investigation Results" to "Duplicate Participant Investigation Results."

• The permissions message verbiage has been changed from "view Participant Investigation Results" to "view Duplicate Participant Investigation Results."

• The Apply button is now the default button on the Duplicate Participant Investigation Results screen, and its keyboard shortcut has been changed to the Enter key.

• The Household ID, Agency, and Clinic information now display the correct data on the Duplicate Participant Investigation Edit screen.

• The Name text and value label now displays the middle initial on the Duplicate Participant Investigation Edit screen.

The following modifications have been made to the DFDD:

• The menu option in the Activities menu has been changed from "Participant Investigation Results" to "Duplicate Participant Investigation Results."

• The "Participant Investigation Results" Feature for ID 308 in the Permissions Matrix has been changed to, "Duplicate Participant Investigation Results."

• The Duplicate Participant Investigation Results topic has been updated to indicate that the Apply button is now the default button on the screen, and its keyboard shortcut is the Enter key.

• The Duplicate Participant Investigation Results has been updated to replace the Name column with three separate Last Name, First Name, and MI columns.

NIN-117

Central Administrative Site, Clinic, and State Office

Participant Folder

SVN-94

Issue: When the Participant Folder being accessed is already open, the text of the standard error message (E0365) that displays needs to be changed from "Another copy of folder for this Participant is already opened. Please use the existing folder." to "{first name MI. last name}'s folder is already open."

Resolution: The text of the standard error message (E0365) has been changed to: "{first name MI. last name}'s folder is already open."

NIN-118

Clinic

Benefit Pickup Report CLN006 (Output)

SVN-87

Issue: Some breastfeeding women that are more than six (6) months postpartum still display on the Benefit Pickup Report CLN006 (Output).

Resolution: The Benefit Pickup Report CLN006 (Output) has been corrected to no longer show breastfeeding women who are 6 months postpartum when the Breastfeeding Amount is either "Some Breastfeeding" or "Partially Breastfeeding > Max" and benefits have been issued to the infant.

NIN-119

Central Administrative Site, Clinic, and State Office

AdditionalInfo2

SVN-100

Issue: The Last Name text box in the Alternate Representative/Proxy 2 group box on the AdditionalInfo2 screen is not properly aligned.

Resolution: The code has been modified to align and properly display the Last Name text box.

NIN-122

Central Administrative Site, Clinic, and State Office

Manage Notes

SVN-25

Issue: When users print Breastfeeding, General, and SOAP notes from the Manage Notes screen, the last line of text at the bottom of the page is being cut off.

Resolution: Modifications have been made so that all lines of the notes are printed correctly.

NIN-123

State Office

Participant List toolbar

SVN-13

Issue: The Estimated Caseload toolbar button in the Participant List toolbar displays with a tool tip of Clinic Caseload.

Resolution: The tool tip for the toolbar button has been changed to Estimated Caseload.

The following changes have been made to the DFDD:

• The Clinic Caseload/Agency Caseload toolbar button in the Participant List toolbar has been changed to Estimated Caseload. The information regarding interchangeable tool tip text for the Clinic Caseload/Agency Caseload toolbar button has been removed.

• The Clinic Caseload menu option in the Activities menu topic has been changed to Estimated Caseload. The information regarding interchangeable text for the Clinic Caseload/Agency Caseload menu option has been removed.

• The Estimated Caseload (Agency) topic has been renamed as Estimated Caseload. Additional information has been added to the Interface Initialization section documenting the conditional title bar text.

NIN-124

WIC Config Editor

Session Settings

SVN-92

Issue: When installing SPIRIT WIC on a new machine, the installer does not contain the SessionSettings.xml file used in the WIC Config Editor. If the WIC Config Editor is launched prior to moving the SessionSettings.xml file to the \bin directory, an object reference error occurs.

Resolution: Modifications have been made so that the WIC Config Editor now handles a missing SessionSettings.xml file without displaying an object reference error.

NIN-125

Central Administrative Site, Clinic, and State Office

Certification Guided Script and Participant Folder

SVN-46

Issue: On the Certification Guided Script and Participant Folder screens, the title bar text for pregnant participants should display their weeks gestation. Instead, the title bar text displays their age in years, months, and days.

Resolution: The title bar text on the Certification Guided Script and Participant Folder screens has been changed to update the gestational period correctly for pregnant participants after their health information has been saved to the database. Additionally, the code has been modified to display the age in years instead of years, months, and days for pregnant participants that do not have an LMP date.

The DFDD has been updated with this exception for pregnant participants that do not have an LMP date: The title bar text on the Certification Guided Script and Participant Folder screens and sub-tabs displays the age in "XX" Year(s) calculated from the Date of Birth.

NIN-126

Central Administrative Site, Clinic, and State Office

Participant Summary (Output)

SUG-1884

Issue: The Participant Summary (Output) is being generated with the following incorrect information:

• The Weight for Age Percentile (Height/Weight Measurement) and Weight for Stature Percentile (W/S%) percentages are incorrect.

• The Certification Effective Start Date is pulling the start date of the pseudo cert instead of the actual certification effective date. The DFDD defines this date as, "The value is the date from which the participant is certified and can utilize WIC benefits."

• The incorrect dates are printed for the Certification Period.

• Duplicate Risk Factors are printed for the same date.

• Lead Measure of Blood (Lead) and E.P. Measure of Blood (E.P) are blank, but Hematocrit Measure of Blood (HCT) is populated with 0.00.

• Risk Factors were missing from the previous Participant Summary (Output) when they should have been printed.

• Printed Risk Factors should be separated by date.

Resolution: The following changes were made to the Participant Summary (Output):

• After selecting the certification to print, the code was passing the start date of the certification instead of the minimum cert effective date. The code has been modified to pass the start date, the minimum cert effective date, and the maximum cert end date to select the data to print.

• The comma (,) has been removed between the address and city in the Participant section (Client Mailing Address (Address)).

• The extra space has been removed from the Authorized Representative (Authorized Rep) name when the middle initial is blank.

• In the Certification section, the label has been changed from Certification Effective to Certification. The label Start has been changed to Effective to clarify that it is the minimum effective date, not the start date.

• The code has been modified to print the minimum effective date on the report.

• The Category is the category of the most recent certification within the certification period, and is not from the MEMBER table.

• In the Height/Weight section, the Sort Order has been modified to sort the data by measurement date.

• The Weight for Stature Percentile (W/S%) has been changed to use the proper statistic.

• The Body Mass Index (BMI) and Body Mass Index Percentile (BMI%) were calculating if the participant was 2 or over on the date the report was run. The Body Mass Index (BMI) and Body Mass Index Percentile (BMI%) calculations have been changed to use the measurement date (as documented in the DFDD).

• The DFDD stated that the Body Mass Index Percentile (BMI%) only prints for infants or children. This has been researched and determined that it will print if the participant is 2 or over on the measurement date or if the woman is a teenager on the measurement date.

• The Sort Order for the Blood Work section has been modified to sort by result date. It has been modified to not print Hemoglobin Measure of Blood (HGB) or Hematocrit Measure of Blood (HCT) if either measurement is 0.00 (to make them consistent with Lead Measure of Blood (Lead) and E.P. Measure of Blood (E.P)).

• The Sort Order for the Risk Factors section has been modified to sort by cert effective date, then risk factor ID. The Filter Criteria by age category and BF amount have been removed. All Risk Factors should now display.

• The Food Package section has been modified to select based on the minimum cert effective date and the maximum cert end date. The Sort Order has been modified to sort the data by prescription date. If nothing is returned based on this criteria, the most current food prescription less than the minimum cert effective date will print.

• The DFDD stated that all contacts should be listed on the report. The code has been modified to select all contacts with a contact date less than or equal to the maximum cert end date. The Sort Order has been modified to sort by contact method, contact date, and then description.

• The Food Instrument section has been modified to select based on the minimum cert effective date and the maximum cert end date. The Sort Order has been modified to sort the data by first use date, then by last use date.

• Number of Checks Issued (Food Instrument) label has been changed to Number of Benefits Issued.

• The V_PARTICIPANTSUMMARY view has been modified to put the period after the middle initial of the Authorized Representative (Authorized Rep) name. The description for WIC Category will now be the category for the selected certification, not the category from the MEMBER table.

• The V_PARTICIPANTSUMMARY_RISKFACTORS view has been modified to remove the age category and BF amt columns and add a check for null value on AmountBreastfeeding and AmountBreastfeeding2 (for historical data). Previously, selecting by age category and BF amt columns limited the Risk Factors being returned. All Risk Factors should now be listed on the report.

• The V_PARTICIPANTSUMMARY_FOODINSTRUMENTS view has been modified to exclude the voided and reported records (as documented in the DFDD). The data will be grouped by first use and last use dates.

• The DFDD has been updated to align the documentation with the changes to the code listed above, as well as to provide additional details regarding how the data is collected.

NIN-128

Clinic

Risk Factors

SUG-1307

Issue: Risk Factor 201 is flagging participants as high risk outside of the threshold set for a 3 year old.

Risk Factor 103 is flagging participants as high risk outside of the threshold set in Reference Utility.

Resolution: The code has been modified to save the threshold value for Risk Factor 103 in the WHOFieldValue column of the RISKFACTORTHRESHOLD table for infants and children with age category 1 (between 1 and 2 years old).

NIN-130

Clinic

Generate Non-participation Reminder Notices

SUG-437

Issue: When users attempt to generate non-participation reminder notices from the Generate Non-participation Reminder Notices screen, the system displays a standard error message (E0050) with the text, "No record(s) found" when participants with matching criteria exist in the system.

Resolution: The Reference Dictionary table has been updated to set SystemDefined = "Y" for term reasons "6" and "C". The view has been changed to V_NON_PARTICIPATION_REMINDER_NOTICES.

The code has been modified to include the following selection criteria:

• CertTermDate column of the CertContact table is greater than or equal to the From Date.

• CertTermDate column of the CertContact table is less than or equal to the To Date.

• CategoricalIneligibilityDate column of the Member table is greater than the To Date.

NIN-132

Reference Utility

Default Food Package/Default Food Package Item

SUG-1636

Issue: When clicking the Preview button on the Default Food Package/Default Food Package Item screen, an object reference error and an unhandled exception are displayed. After closing the errors, the Update Local Reference Data option was selected from the WIC Session Manager. A standard error message was displayed with the text, "LocalReferenceData::GetUpdate() - MapViewOfFile failed: Access is denied." The standard error message cannot be closed.

Additionally, these object reference errors and unhandled exception errors are displayed when users update the local reference data (while all screens are open) before clicking the Preview button.

Resolution: This issue was caused by the absence of new food items in the Local Reference Data cache. The code has been modified to refresh the Local Reference Data cache each time new food items are added to the database.

NIN-134

Clinic

Certification Guided Script

SUG-1577

Issue: The Enter Key shortcut for the OK button does not function consistently throughout the Certification Guided Script in the manner described in the DFDD.

Resolution: The code has been modified to fix the Enter key shortcut for the OK button. This shortcut now functions throughout the Certification Guided Script as documented in the DFDD. The following modifications have been made:

• The Date of Birth and Date Verified calendar controls on the Demographics screen have been replaced with the new standard calendar controls, allowing the Enter key to be pressed and caught by the form.

• All calendar controls on the Health Information screens have been replaced with the new standard calendar controls, allowing the Enter key to be pressed and caught by the form.

• The Effective Date of Food Prescription calendar control on the Food Prescription screen has been replaced with the new standard calendar control, allowing the Enter key to be pressed and caught by the form.

NIN-135

Clinic

Food Adjustment Wizard

SUG-1776

Issue: Users are unable to return previously issued formula using the Food Adjustment Wizard. The system does not allow users to select the appropriate value in the Number of Cans Returned spin control on the Enter Return Quantity screen.

Resolution: This issue was caused by the system not taking into account any benefits that had been completely redeemed. Instead, it was only evaluating benefits with a balance remaining when attempting to return formula. The code has been modified to take into account any completely redeemed benefits.

NIN-136

Clinic

Certification Guided Script

SUG-1587

Issue: Risk factors associated with a breastfeeding certification are not removed from the Certification Guided Script screen when the WIC category is changed to non-breastfeeding.

Resolution: Prior to risk factor reassessment, the code deletes all system-assigned risk factors for the certification. Then, the risk factor code will assign the proper system-assigned risk factors based on the current variables. Risk Factor 601 was not being deleted prior to the reassessment, so it stayed on the certification. To resolve this issue, code has been added to remove Risk Factor 601 if it was system-assigned before risk factors are assessed.

NIN-137

Central Administrative Site, Clinic, and State Office

Height/Weight Measurement

SUG-924

Issue: The calculated BMI on the Height/Weight Measurement screen is incorrect. These calculations affect the assignment of risk factors.

Resolution: The BMI calculation system-wide has been modified to no longer use rounded lbs/kg and in/cm values. This produces results consistent with manual calculations. Also, the Body Mass Index text and value label on the Height/Weight Measurement screen has been corrected to not calculate BMI unless there are legitimate values in all four masked edit boxes (Height Inches, Eighths; Weight Pounds, Ounces).

The DFDD topic for the Weight Status of Women and Children Greater than 2 Years (BMI) Report OPR032 (Output) has been updated as follows:

• Under Special Calculations, BMI for Women, references to rounding have been removed from the calculations.

• Under Special Calculations, BMI / Age Percent for Children, references to rounding have been removed from the calculations.

NIN-139

State Office

PC20XX File Generation

SUG-1978

Issue: When attempting to generate the PC20XX File (Output) from the PC20XX File Generation screen, the Windows Save File As screen does not display in Windows 7. This prevents the report from being generated.

Resolution: A modification has been made to the code to display the Windows Save File As screen before the thread is initiated. Also, an SQL function has been modified to account for decimals in the ItemQuantity field so that an arithmetic overflow error does not occur.

NIN-141

Clinic and State Office

Breastpump Issuance Report CLN013 (Output)

SUG-1712

Issue: The Breastpump Issuance Report CLN013 (Output) is blank when generated.

Resolution: This issue was caused by a failure in the web service responsible for returning data for this report. The service has been repaired. Additionally, the database SQL has been updated to consider Agency IDs when finding clinics.

NIN-142

Financial Management

FNS-798 - Page 1 - Statement Spreadsheet (Output)

SUG-1496

Issue: The FNS-798 - Page 1 - Statement Spreadsheet (Output) does not indicate that September is closed out (the Closeout flag is not updated to "Y").

Resolution: The Closeout (Y/N) cells have been updated to use the process control table to determine if a given month has been closed out.

NIN-146

State Office

List of Dual Reported Participation Cases Report ENR002 (Output)

SUG-1473

Issue: The DFDD needs to be updated to reflect the changes in the List of Dual Reported Participation Cases Report ENR002 (Output). These changes include:

• Renaming two folders in the DFDD to reflect the updated report name.

• Ensuring that the DFDD content is updated to correctly document that the report should not consider redemption.

• Ensuring that the DFDD content is updated to correctly document that fully-breastfeeding infants and mothers of infants over 6 months old who are receiving more than the maximum amount of formula should be counted on the report.

• Ensuring that the DFDD is updated to change the name of the report from List of Dual Participation Cases Report ENR002 (Output) to List of Dual Reported Participation Cases Report ENR002 (Output).

Resolution: The DFDD has been updated as follows:

• The list item in the Generate Reports screen has been changed from List of Dual Participation Cases to List of Dual Reported Participation Cases throughout the DFDD.

• The Generate List of Dual Reported Participation Cases Report screen image has been updated in the DFDD.

• The Generate List of Dual Participation Cases Report topic has been renamed in the DFDD as: Generate List of Dual Reported Participation Cases Report.

• The Table of Contents folders in the DFDD have been renamed from List of Dual Participation Cases Report to List of Dual Reported Participation Cases.

• The List of Dual Reported Participation Cases Report ENR002 (Output) image has been updated in the DFDD.

• The List of Dual Reported Participation Cases Report ENR002 (Output) description in the DFDD has been updated. It no longer references redemption and indicates that fully breastfeeding infants and mothers of infants over 6 months old who are receiving more than the maximum amount of formula are counted on the report.

NIN-149

Appendix and Reference Utility

Risk Factor Associations and Risk Factors Matrix

SUG-1990

Issue: The DFDD does not state that breastfeeding amounts are a factor in the assignment of child risk factors, but the SPIRIT system will not assign a child risk factor if the child is designated as breastfeeding.

Resolution: The following changes have been made to the DFDD:

• The Risk Factor Associations topic has been updated to include the following statement: "The Breastfeeding Amount for children is not used to determine risk factors."

• The following statement has been added to the Risk Factors Matrix for these Risk Factors: 103, 113, 114, 121, 134, 135, 141, 142, 151, 201, 211, 341, 342, 343, 344, 345, 346, 347, 348, 349, 351, 352, 353, 354, 355, 356, 357, 359, 360, 361, 362, 381, 382, 401, 411, 425, 428, 501, 502, 603, 701, 702, 801, 802, 901, 902, 903, and 904.

• "For children, the AmountBreastFeeding on the RiskFactorReference table should be 4. Before a risk factor is assigned, the code will check to see if a risk factor can be system assigned by comparing the RiskFactorReference. AmountBreastFeeding to the amount for the participant. For children, the code defaults to 4 (not applicable) so the defaulted value will equal RiskFactorReference. AmountBreastFeeding. If the RiskFactorReference table shows an amount other than 4, then the risk factor will not be assigned."

NIN-155

Clinic

Income Calculator

SUG-2027

Issue: The description of the Pending Proof of Income check box in the Income Calculator topic in the DFDD does not match the current system functionality.

Resolution: The description of the Pending Proof of Income check box has been updated in the DFDD to reflect current system functionality. The description now states: "If this check box is checked, it updates all other household members to be pending proof of income. When proof of income is obtained and this check box is unchecked, it updates the proof of income for all other household members."

NIN-156

Appendix

Risk Factors Matrix

SUG-1992

Issue: For consistency, all BMI tables in the DFDD Risk Factors Matrix for Risk Factors 131 and 133 should use the same BMI definition for each weight category. In the column, "Pre-Pregnancy BMI", use the terminology:

• BMI < 18.5

• BMI 18.5 to 24.9

• BMI 25.0 to 29.9

• BMI ≥ 30.0

Resolution: The BMI tables in the DFDD Risk Factors Matrix for Risk Factors 131 and 133 have been updated to use the same BMI definition for each weight category. The BMI tables now use the following terminology:

• BMI < 18.5

• BMI 18.5 to 24.9

• BMI 25.0 to 29.9

• BMI ≥ 30.0

NIN-158

Appendix

Client Business Rules

Issue: The Values Allowed table for the SHOWCLINICNAMEINTITLE business rule was incorrect in the DFDD.

Resolution: The Values Allowed table for the SHOWCLINICNAMEINTITLE business rule was incorrect in the DFDD as follows:

Y = The name of the clinic selected on the Location screen will display in the title bar on the Participant List screen in the Central Administrative Site, Clinic, and State Office application modules.

N = The name will not display in the title bar on the Participant List screen in the Central Administrative Site, Clinic, and State Office application modules.

NIN-164

State Office

Order, Supplier, Location List, and Manage Orders

SUG-1822

Issue: With Add permission only, the user was able to edit an order in the Order screen by double-clicking on the order.

Special characters are not allowed on the Supplier screen.

Existing clinic locations on the Location List screen are displayed in all uppercase letters; however, the user was able to add a new clinic location using both uppercase and lowercase letters.

With Add permission, the user was able to add a supplier to the Manage Orders screen, but not an item for the supplier.

Resolution: A permissions check has been added to the Order screen when the user double-clicks an order item. If the user has Add permission, the standard error message (E0006) displays.

The DFDD topic for the Supplier screen already states that the Supplier Name text box allows alphabetic and numeric characters. Special characters will not be allowed. No change is needed to the DFDD or code for this issue.

There is no code requiring all uppercase letters on the Location List screen. It is expected behavior that the clinic location's name will be saved as entered by the user (whether uppercase or using mixed case). No change is needed to the DFDD or code for this issue.

The permission check upon selection of the Add button on the Manage Orders screen has been modified to look at the Manage Orders permission instead of the Manage Inventory permission.

NIN-165

Vendor

Action Date Due Report VND022 (Output)

SUG-1977

Issue: The following format issues have been found in the Action Date Due Report VND022 (Output):

• There is no blank line between vendors.

• The sort order should be changed in both the DFDD and the report to be sorted first by length and then alphanumerically.

• The sort order should be changed in both the DFDD and the report to be sorted by the absolute value of the Vendor ID.

Resolution: Additional white space has been added to print after the last line of an event.

For the sort order, Vendor ID is an alphanumeric field, containing both letters and numbers. The existing sort order of the Vendor ID is correct for an alphanumeric field and is used throughout the reports in the system. Changes to the sort order have not been made.

NIN-167

Vendor

Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output)

SUG-1624

Issue: For the Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output), the following issues were found in the DFDD:

• The DFDD states, "For the vendor line, this is the sum of the PaidAmt column of the FoodInstrument table divided by the count of selected food instruments for each vendor where the WICStatus column of the FoodInstrument table equals "I"." However, there is no FOODINSTRUMENT.WICSTATUS column.

• The DFDD states, "only vendors that meet the following selection criteria are printed. The infant (average) value multiplied time 1.1 is greater than the vendor's peer group infant (average) value." However, when the report was generated, the report printed a vendor with an average that did not exceed the peer group average when multiplied by 1.1.

Resolution: The DFDD has been updated to reflect the correct information for the Infant, Breastfeeding/Pregnant, and Non-breastfeeding/Child data elements in the Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output).

NIN-168

State Office

Comparison of Prenatal and Postpartum Certification Report OPR007 (Output)

SUG-1621

Issue: The printed output for the Comparison of Prenatal and Postpartum Certification Report OPR007 (Output) cuts off the first digit of the RUN TIME for both Quarterly and Yearly reports.

Resolution: The Report Ran Date field has been adjusted and widened to resolve this issue.

NIN-169

Clinic

Benefit Pickup Letter Address Labels (Output)

SUG-1445

Issue: The Benefit Pickup Letter Address Labels (Output) did not print in the correct position.

Resolution: The Report Generation Code (5160) and Report Definition (5163) have been updated to utilize the starting label position specified by the user.

The DFDD has been updated to indicate that labels are printed from top to bottom instead of left to right.

NIN-170

Vendor

Food Instruments Redeemed within $5.00 of the Maximum Allowed Report VND027 (Output)

SUG-1738

Issue: The last column of the Food Instruments Redeemed within $5.00 of the Maximum Allowed Report VND027 (Output) is displayed as "of Total % Redeemed" instead of "% of Total Redeemed" as documented in the DFDD.

Resolution: The "% of Total Redeemed" column header has been corrected. The report column now displays as documented in the DFDD.

NIN-171

Central Administrative Site, Clinic, and State Office

Medical Prescription Expiration Date - Formula Report CAS006/CLN005/OPR025 (Output)

SUG-1423

Issue: When entering the date range on the Generate Medical Prescription Expiration Date - Formula Report screen, the system does not allow users to type "/" or "." in the From or To calendar controls. This is inconsistent with other calendar controls.

The Medical Prescription Expiration Date - Formula Report CAS006/CLN005/OPR025 (Output) does not consistently list each participant if they have more than one prescription.

The Medical Prescription Expiration Date - Formula Report CAS006/CLN005/OPR025 (Output) is not pulling all special prescriptions for a given date.

Resolution: The From or To calendar controls now use the standard calendar controls. The data in the report is grouped by Agency, Clinic, and Physician.

NIN-172

Vendor

Vendor Listing - Alphabetic by Vendor Name Report VND032 (Output)

SUG-1895

Issue: The following format issues have been found in the Vendor Listing - Alphabetic by Vendor Name Report VND032 (Output):

• There is no blank line between vendors (as documented in the DFDD).

• The report has a spacing of 1.5 instead of 1 (as documented in the DFDD).

• Several output formats contain trimmed margins.

• Several output formats contain no Run Date, Run Time, or Page #.

• The Term Date is not formatted as MM/DD/YYYY (as documented in the DFDD).

• The Peer Group should be right-aligned for ease of reading.

Resolution: The Run Date, Run Time, and Page # have been shifted slightly to the left on the report outputs. The Term Date and Reinstate Date have been reformatted as documented in the DFDD. The 1.5 spacing has been removed. A blank line has been added between vendor records. The Peer Group has been right-aligned.

NIN-173

State Office

Contract/Non-contract Formula Report NUT003 (Output)

SUG-1622

Issue: Several blank pages are generated with the printed output for the Contract/Non-contract Formula Report NUT003 (Output).

Resolution: The extra page breaks/blank pages have been resolved in the printed output.

The Contract/Non-contract Formula Report NUT003 (Output) topic DFDD has been updated. The following information is now included for the second bullet under Contract Milk Concentrate:

• The FormulationBase column of the ParticipantFormula table is equal to "M" (Milk)

NIN-174

Vendor

Food Instruments Redeemed within 85% of the Maximum Allowed Report VND029 (Output)

SUG-1739

Issue: The last column of the Food Instruments Redeemed within 85% of the Maximum Allowed Report VND029 (Output) is displayed as "of Total % Redeemed" instead of "% of Total Redeemed" as documented in the DFDD.

Resolution: The "% of Total Redeemed" column header has been corrected. The report column now displays as documented in the DFDD.

NIN-175

Central Administrative Site and State Office

Ineligibility Summary Report CAS005/OPR024 (Output)

SUG-1353

Issue: The Ineligibility Summary Report CAS005/OPR024 (Output) is not being populated correctly based on the criteria selected in the Generate Ineligibility Summary Report screen.

Resolution: The CERTCONTACT.CERTINELIGIBLEDATE is stored in the database as a DATETIME component. This issue is caused by the report filter not being set up to handle the TIME component. The CERTCONTACT.CERTINELIGILBEDATE will now be stored as a DATE with no TIME component.

NIN-176

Vendor

Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output)

SUG-1894

Issue: The placement of the Agency ID on the Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output) needs to be changed. Currently, it is located three lines below the City and State and could be confused with the wrong vendor.

Resolution: After discussion with the CCWG, it was determined that the Agency ID is not needed. This column has been removed.

The Agency ID data element has been removed from the Ranking of Vendors by Value of Benefits Redeemed Report VND011 (Output) topic in the DFDD.

NIN-177

Vendor

Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output)

SUG-1893

Issue: The placement of the Agency ID on the Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output) needs to be changed. Currently, it is located three lines below the City and State and could be confused with the wrong vendor.

Resolution: After discussion with the CCWG, it was determined that the Agency ID is not needed. This column has been removed.

The Agency ID data element has been removed from the Ranking of Vendors by Number of Benefits Redeemed Report VND010 (Output) topic in the DFDD.

NIN-180

State Office

Monthly Redemption Unduplicated Report CLD009 (Output)

SUG-1380

Issue: The C/O AVG column in the Monthly Redemption Unduplicated Report CLD009 (Output) is not being calculated correctly.

Resolution: The Number of Closeout Months calculation and Average Totals calculation have been adjusted to use the user-provided CCYYMM.

NIN-181

State Office

Nutritional Risk Factors at Certification by Category Report OPR009 (Output)

SUG-1382

Issue: The values in the generated Nutritional Risk Factors at Certification by Category Report OPR009 (Output) do not match the values returned by the SQL script.

Resolution: The Nutritional Risk Factors at Certification by Category Report OPR009 (Output) and Generate Nutritional Risk Factors at Certification by Category Report screen have been brought up to the SPIRIT standards. The controls on the screen have been aligned. The Category radio button group has been renamed to WIC Category.

NIN-182

Vendor

Vendor Listing - Numeric by Vendor ID Report VND033 (Output)

SUG-1896

Issue: The following format issues have been found in the Vendor Listing - Numeric by Vendor ID Report VND033 (Output):

• When the first digit of the vendor number is a zero (0), part of the zero is cut off.

• There is an extra blank line in the address.

• The left margin is trimmed.

• The Peer Group should be right-aligned for ease of reading.

Resolution: The extra line break has been corrected. Margins have been adjusted to prevent numbers from being cut off in some systems/configurations. The Peer Group has been right-aligned. The date format has been adjusted for two fields (as documented in the DFDD).

NIN-185

State Office

Formula Usage Report OPR028 (Output)

SUG-1354

Issue: The spacing of the Formula Usage Report OPR028 (Output) header is a bit off.

Resolution: The spacing of the Formula Usage Report OPR028 (Output) header has been adjusted.

NIN-195

State Office

Duplicate Participant Investigation Results

TOS-37

Issue: The DFDD description for the Duplicate Participant Investigation Results screen states that, "The participant needs to be issued a food instrument to be considered a duplicate participant." This is not true. The screen will only display data for participants that have redeemed benefits. If this was intentional, then the DFDD needs to be updated.

The DFDD does not explain how to find data that meets the criteria for displaying in this screen. The data contained in the Dual Enrollment Report ENR001 (Output) does not meet the requirements. There is no obvious way of finding this in the State Office module. Instead, it is only available by looking in the database.

Resolution: The text of the standard error message (E0050) that displays if duplicate participants are not found has been changed to, "The participant must have at least one redeemed benefit to be considered a duplicate participant."

The DFDD has been updated as follows:

• The new Variant Text for the standard error message (E0050) has been added.

• The description of the Duplicate Participant Investigation Results screen in the DFDD has been modified to state the following: "The Duplicate Participant Investigation Results screen allows the user to resolve an occurrence of dual participation in the WIC program. The screen will only display data for participants that have redeemed benefits."

NIN-201

Clinic

Mid-certification Assessment

Issue: When performing a Mid-certification Assessment and adding an unknown height/weight record, the system wrote the record to the ANTHROPCONTACT table with a CertStartDate. Once the Mid-certification Assessment was completed and the Participant Folder was displayed, the Height/Weight tree list node for the current certification was being updated with the user ID and date recorded during the Mid-certification Assessment.

Resolution: The code was modified to set the CertStartDate value to Null when adding new record to the ANTHROPCONTACT during a Mid-certification Assessment.

NIN-202

Clinic

Mid-certification Assessment

Issue: When starting a Mid-certification Assessment, if the Food Prescriptions screen was accessed and the Close button was clicked without performing any other action, or if the Nutrition Education Contact screen was accessed and the Close button was clicked without performing any other action, the green check mark incorrectly displayed on the Mid-certification Assessment screen.

Resolution: The code was modified so that the Mid-certification Assessment screen now places the check mark beside the Nutrition Education and Food Prescription links only if the Nutrition Education Contact and Food Prescriptions screens were modified.

NIN-215

DFDD

Messages Matrix, Pregnancy Information, Postpartum Information, Risk Factors Matrix, and VOC Certification

Issue: The DFDD did not reflect that the LMP calculation had been changed from 277 to 280 days.

Resolution: A search was performed across the entire DFDD for the phrase "277 days. As a result, "277 days" was replaced with "280 days" in the following locations:

Messages Matrix (Appendix) - E0124:

• Message Text: "The LMP Start Date must be less than today and within 280 days prior to today."

• Variant Text: "The LMP Date must be less than today and within 280 days prior to today."

• Message Trigger: "The LMP Start Date is greater than current system date or more than 280 days prior to the current system date."

Risk Factors Matrix (Appendix) - Risk Factor 331:

• Breastfeeding: "The age at conception is calculated using the MEMBER.DateOfBirth and the POSTPARTUM.ActDelivDate minus 280 days.

• Non-breastfeeding: "The age at conception is calculated using the MEMBER.DateOfBirth and the POSTPARTUM.ActDelivDate minus 280 days.

Pregnancy Information (Clinic):

• Expected Delivery calendar control: "This calendar control defaults to the date 280 days after the value of the LMP Start Date calendar control."

• Expected Delivery calendar control: "When this date is entered or updated, the date of the LMP Start Date calendar control is set to 280 days prior to the date of the Expected Delivery calendar control."

• LMP Start Date calendar control: "This calendar control defaults to the date 280 days prior to the value of the Expected Delivery calendar control."

• LMP Start Date calendar control: "When this date is entered or updated, the date of the Expected Delivery calendar control is set to 280 days after the date of the LMP Start Date calendar control."

• LMP Start Date calendar control: "The date of the LMP Start Date calendar control must be less than the current system date but within 280 days of the current system date. If it is not, when the screen is processed the system displays a standard error message (E0124)."

Postpartum Information (Clinic):

• Expected Delivery calendar control: "This calendar control defaults to the date 280 days after the value of the LMP Start Date calendar control."

• LMP Start Date calendar control: "This calendar control defaults to the date 280 days prior to the value of the Expected Delivery calendar control."

VOC Certification (Clinic):

• Expected Delivery calendar control: "When this date is entered or updated, the date of the LMP Start Date calendar control is set to 280 days prior to the date of the Expected Delivery calendar control."

• LMP Start Date calendar control: "When this date is entered or updated, the date of the Expected Delivery calendar control is set to 280 days after the date of the LMP Start Date calendar control."

• LMP Start Date calendar control: "The date of the LMP Start Date calendar control must be less than the current system date but within 280 days of the current system date. If it is not, when the screen is processed the system displays a standard error message (E0124)."

One other instance of "277 days" was found in the release notes topic for release 2.12, which was not changed.

NIN-216

DFDD

Mid-certification Assessment

Issue: In the Clinic DFDD on the Mid-certification Assessment topic, the DFDD currently states the following:

"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 breastfeeding participants is not required."

The second sentence should read as follows:

"A mid-certification assessment for pregnant and non-breastfeeding participants is not required."

Resolution: In the Clinic DFDD on the Mid-certification Assessment topic, the paragraph was updated as follows:

"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 search was performed across the entire DFDD for the phrase and no other instances were found.

NIN-248

DFDD

Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output)

Issue: The Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output) topic in the DFDD incorrectly states under Vendor Name/Address that the VendorID column of the FoodInstrument table equals the AddressID column of the AddressCrossRef table.

Additionally, the DFDD incorrectly states under Breastfeeding/Pregnant and Non-Breastfeeding/Child that "The infant (average) value multiplied times 1.1 is greater than the vendor's peer group infant (average) value."

Resolution: The Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output) topic in the DFDD has been updated under Vendor Name/Address to indicate that the VendorID column of the FoodInstrument table equals the TableKey column of the AddressCrossRef table.

In a previous version of the DFDD, the Vendors Whose Average Food Package Cost is More Than 10% Above Peer Group Average Report VND028 (Output) topic was updated to correctly state the following under Breatfeeding/Pregnant and Non-Breastfeeding/Child:

• The vendor's Breastfeeding/Pregnant (average) value is greater than the vendor's peer group Breastfeeding/Pregnant (average) value multiplied times 1.1.

• The vendor's Non-Breastfeeding/Child (average) value is greater than the vendor's peer group Non-Breastfeeding/Child (average) value multiplied times 1.1.

NIN-269

Appendix

Risk Factors Matrix

Issue: The Risk Factors Matrix in the DFDD does not reflect the correct Risk Factor definitions for the following Risk Factors:

• Risk Factors Matrix > RF 121 Children: The WHO grid uses Birth to < 24 months (instead of 2 years as documented in the DFDD). This should be corrected.

• Risk Factors Matrix > RF 121 Children > At Risk of Short Stature: For children 2 to 5 years, the definition should be changed to indicate that the risk factor applies to the > 5th and <= 10th percentile stature-for-age (instead of 6th through 10th percentile as documented in the DFDD).

• Risk Factors Matrix > RF 121 Infants: The WHO grid uses Birth to < 24 months (instead of 2 years as documented in the DFDD). This should be corrected.

• The Risk Factors Matrix does not match USDA Risk Factor Justification (outlined in the TOS-59 (EGT-109) 2.18.05 FAIL DW.docx attached to the JIRA issue)

Resolution: The Risk Factors Matrix in the DFDD has been updated as follows:

• Risk Factors Matrix > RF 121 Children: The definition of this Risk Factor has been changed to indicate that it applies to children from Birth to < 24 months.

• Risk Factors Matrix > RF 121 Children > At Risk of Short Stature: For children 2 to 5 years, the definition has been changed to indicate that the risk factor applies to the > 5th and <= 10th percentile stature-for-age.

• Risk Factors Matrix > RF 121 Infants: The definition of this Risk Factor has been changed to indicate that it applies to infants from Birth to < 24 months.

• Risk Factors Matrix has been updated to match the USDA Risk Factor Justification, as outlined in the TOS-59 (EGT-109) 2.18.05 FAIL DW.docx attached to the JIRA issue.

NIN-270

Appendix

Risk Factors Matrix

Issue: The following issues exist for the Risk Factors Matrix in the DFDD:

• Risk Factors Matrix > RF 103 Infants:

• The definition is incorrect. It should be changed from "Underweight" to "Underweight or At Risk of Underweight".

• The definition is incorrect. This risk factor applies to infants from Birth to < 24 months.

• The definition should be changed to indicate that the risk factor applies to the >=2.3rd percentile and <=5th percentile weight-for-length.

• Risk Factors Matrix > RF 103 Children:

• The definition is incorrect. It should be changed from "Underweight" to "Underweight or At Risk of Underweight".

• The definition is incorrect. This risk factor applies to children from Birth to < 24 months.

• For Underweight or At Risk of Underweight 2-5 years, the definition should be changed to indicate that the risk factor applies to the <=5th percentile Body Mass Index (BMI)-for-age.

• For At Risk of Underweight Birth to < 24 months, the definition should be changed to indicate that the risk factor applies to the >2.3rd percentile and <=5th percentile weight-for-length.

• For At Risk of Underweight 2-5 years, the definition should be changed to indicate that the risk factor applies to the >5th and <=10th percentile BMI-for-age.

• Risk Factors Matrix > RF 103 Infants and Children: States set their own High Risk Thresholds, so the values indicated in the DFDD do not apply and should not be mentioned.

• Risk Factors Matrix > RF 103 Infants and Children: The percentiles referenced in the formulas should reflect current USDA guidelines.

Resolution: These issues have been resolved as follows:

• Risk Factors Matrix > RF 103 Infants:

• The definition has been corrected to indicate "Underweight or At Risk of Underweight".

• The definition has been corrected to indicate that this risk factor applies to infants from Birth to < 24 months.

• The definition has been corrected to indicate that the risk factor applies to the >2.3rd percentile and <=5th percentile weight-for-length.

• Risk Factors Matrix > RF 103 Children:

• The definition has been corrected to indicate "Underweight or At Risk of Underweight".

• The definition has been corrected to indicate that this risk factor applies to children from Birth to < 24 months.

• For Underweight or At Risk of Underweight 2-5 years, the definition has been corrected to indicate that the risk factor applies to the <=5th percentile Body Mass Index (BMI)-for-age.

• For At Risk of Underweight Birth to < 24 months, the definition has been corrected to indicate that the risk factor applies to the >2.3rd percentile and <=5th percentile weight-for-length.

• For At Risk of Underweight 2-5 years, the definition has been corrected to indicate that the risk factor applies to the >5th and <=10th percentile BMI-for-age.

• Risk Factors Matrix > RF 103 Infants and Children: The "Flag as High Risk" wording has been removed from the definitions. The details of how the system classifies participants as high risk has been removed from the formulas. The following information was added to the Formula information for this risk factor:

• States determine if the participant will be High Risk by setting the High Risk threshold.

• Risk Factors Matrix > RF 103 Infants and Children: The percentiles referenced in the formulas have been updated to reflect current USDA guidelines, as detailed in the documents attached to the JIRA issue. The following information was added to the Formula information for this risk factor:

• The percentiles of infants and children Birth to < 24 months are determined using weight-for-length as plotted on the Centers for Disease Control and Prevention (CDC) Birth to 24 months gender specific growth charts (0-24 WHO WT/Len grid).

• The percentiles of children 2-5 years are determined using Body Mass Index (BMI)-for-age as plotted on the 2000 CDC age/gender specific growth charts.

• The percentiles of infants are determined using weight-for-length as plotted on the Centers for Disease Control and Prevention (CDC) Birth to 24 months gender specific growth charts (0-24 WHO WT/Len grid).

NIN-279

Appendix

Client Business Rules

Issue: The Values Allowed table for the CLN_SOAPIsRequired business rule was incorrect.

Resolution: The Values Allowed table for the CLN_SOAPIsRequired business rule was updated as follows:

"Y = A SOAP note is required to complete a certification.

N = A SOAP note is not required to complete a certification."