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User Manual - Nutrition Services Branch

1. Clinic Default Hours of Operation 9 Click on the Holiday slider bar The current year holiday schedule displays 10 Click on the Clinic Function Order slider bar The certification functions display 11 Click on the arrow buttons to rearrange the Certification Functions order Family Demographics Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health Assigned Risk Factors Certification Signature Issued ID EBT Card 2 O E 2 2 k E O v 1 0 posted 07 05 2014 12 Complete the Printer Setup information Check Printer Name 1T Printer Password jf Printer Name Password Check Printer Tray 17 FM Printer Tray 1 CVB Printer Tray 1 ee 13 Select the Language Read 14 Select the Language Spoken 15 Complete the Physical Address 9100 95TH STREET Sn ZIP Code iF City State 1r County if s210 OVERLANDPanK Mailing Address Kl 16 Click the Mailing Address slider bar check box if it differs from the physical address Complete the address information 12001 EBY STREET Ct ZIP Code ir City State if County iF s210 OVERLAND Pan Physical Address amp v 1 0 posted 07 05 2014 17 Within the Contact box complete the following e Enter the Last Name e Enter the First Name e Enter the Title e Select the Prefix optional e Select the Suffix optional e Ente
2. ccccesseeeseseeeseeeeseeeeeeeeeeneeeeneennans v 1 0 posted 07 05 2014 Task A Using the EBT Food Override Tool Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Food Override Tool The EBT Food Override Tool screen displays Redemption Information Start Date End Date Unique Redemption 2 Under Search Criteria complete information in one or more of the following sections Under Vendor Information complete the following to perform a search by vendor e Enter the Vendor WIC ID Enter the Vendor Name Enter the Peer Group Enter the Corporate Parent Under Redemption Information complete the following to perform a search by vendor e Select or enter the Start Date e Select or enter the End Date e Enter the Unique Redemption Under Family Information complete the following to perform a search by vendor e Enter the ID e Enter the First Name e Enter the Last Name Under Food Categories complete the following to perform a search by vendor v 1 0 posted 07 05 2014 e Select the Category e Select the Subcategory e Select the UPC 3 Click Search to filter the results displayed The Search Result grid updates and displays results based on the filter criteria UFL igp hl duhora o vendor 0 peer croup m _ pesemotoa e D pg i ey Eggi io Py i 3l ton lo pe a i 4 Eyy E jo 7 i 7 O
3. 4 Monitored Monitoring Task Findings Follow Up Action Details Need to schedule training for anthropometric procedures Follow Up Corrective Actions v 1 0 posted 07 05 2014 8 Complete the Follow Up Action Details 9 Complete the Follow up Corrective Actions 10 Enter or select the Follow Up Due Date 11 When the monitoring task recording is complete select the next monitoring task A new monitoring task displays and a green check is placed under Monitored and Follow Up if applicable LA2 Wichita Area Monitoring Team Monitoring Contacts Monitoring Start Date ir Monitoring Start Time Follow Up Due Date r Z DIANE PAIOLETTI 4 A Heena Young 3 25 2013 F szo F Fal JAN PARMANX E T MICHAEL SCHOPPER Monitoring End Date Monitoring End Time Follow Up Completed Date _ KRISHNA KARAVADI C RUPINDER ARORA 3 29 2013 La 3 00PM CA E J ALAN WOOLSEY General Notes High level of customer service provided to participants C STEPHEN BOLL _ Functional Areas Functional Area wt Certification a Nutrition Education Monitoring Task Staff qualifications Verification of Identity and Residency Anthropometric Measurements Monitoring Task J Monitored Monitoring Task Findings Staff Qualified 12 When all tasks have been documented as monitored or not click Save The process of recording monitoring results is the same once an agency o
4. ccccsseseseeeeeeeeeeeeeeeeeseeeeeeeeeneeeeneeneaes 15 31 v 1 0 posted 07 05 2014 Task A Create New Referral Organizations Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Referral Organizations The Maintain Referral Organization screen displays Maintain Referral Organization amp Frank Rizzo OrgBusiness 1 Immunization 8168904628 ww abc com Comments SNAPOrgBusiness 1 SNAP 8168904345 ww abc com Comments TANFOrgBusiness 1 TANF 8166784628 ww abc com Comments LowBloodWorkOrg1 Low Hemoglobin 8766784456 ww abgc com Comments HomeLessOrg1 Homeless 8467678468 ww abghhc com Commegaggnts Me Me AJAJRSA R aw ana om omments Jenicaic Organization Settings 3 Name 1r Referral Type 17 Telephone Number Website URL C 24Hours Closed Po Monday 6 Tuesday Wednesday ss Thursday Friday saturday sunday PAPAPAPAPAPAPAPAPAPAPAPAPAPAPAPDPAPDADADABAPAPABAPAPAPAPAPAPABABABAAABD Comment State ir County 77 add clear 2 To create a new referral organization complete the following fields in the Organizational Settings input box e Enter the Name of the organization required e Select the Referral Type from the drop down values required e Enter the Telephone Number e Enter the organization s Website URL Maintain Referral Types in Edit Reference tables as IkRef
5. 2 To add monitoring task to a functional area click on the Functional Area in the left panel The Functional Area Name and Description pre fill in the right Functional Area input grid 3 Complete the following to add monitoring tasks to each functional area e Monitoring Task Name e Monitoring Task Description 4 Click Add The monitoring task is added as a new row in the Monitoring Task grid 5 When monitoring tasks have been added click Save The new monitoring tasks are now associated with the functional areas The Functional Areas will now pre fill in the Functional Areas of the Local Agency Monitoring screen v 1 0 posted 07 05 2014 Task B Creating New Functional Areas Complete the following steps to perform this task 1 If anew functional are is required click Create New The Functional Area input fields are cleared ready to have a new functional area defined Manage Functional Areas amp JOE CONTACT gt lt Management ppe Functional Area Description X Nutrition Education Participant Services X Civil Rights Compliance X Accountability Monitoring Task Financial Management Systems rasa oring Na X Food Delivery Systems Monit Loole Monitoring Task Description 2 Complete the following to create a new functional area e Functional Area Name e Functional Area Description 3 For each monitoring task to be associated with the functional area enter e M
6. a 2 Under Manage Case Files complete one or more of the following Enter a Family ID number Select a WIC Staff Enter a Case File Number Enter or select an Open Date Select a Status 3 Select an Investigator Click Search The grid displays the results of the search January 5 2012 January 5 2012 v 1 0 posted 07 05 2014 Task B Creating a New Case File Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Case Files The Maintain Case Files screen displays Maintain Case Files amp JOE CONTACT tow Gr 2 Click New Case File The New Case File screen displays Create Case v 1 0 posted 07 05 2014 3 Select one of the following e Family Participant e WIC Staff 4 Doone of the following e f Family Participant is selected then o Enter a Family ID number o Click the Lookup Family button The screen refreshes and displays family related information Family Particpant Family ID ir Foo200000062 v 1 0 posted 07 05 2014 5 If WIC Staff is selected then enter one or more of the following o Enter a Username o Enter a First Name o Enter a Last Name o Click the Lookup button E The screen refreshes to display staff related information v 1 0 posted 07 05 2014 6 Click Create Case A status message displays indicating success and you are navigated to the Case File screen Case F
7. SSS a Fe TT Sa wae ee v 1 0 posted 07 05 2014 Task C Checking In a WIC Clinic Complete the following steps to perform this task 1 Return to the connected location From the Home screen go to Operations gt Disconnect Operations gt Data Synchronization The Data Sync screen displays Data Sync Frank Rizzo Clinics are currently checked out You must check in the current Clinics before you may check others out Currently checked out clinics are Shenandoah Valley Medical System 10721 Roe Ave OVERLAND PARK Kansas 66212 Checkin Cancel 2 Click Check In The Disconnect Operation Status screen displays until the status of Sync Operation Completed Successfully The selected clinic will be checked back in and data gathered while offline will be uploaded to the network version of the Crossroads WIC application v 1 0 posted 07 05 2014 Estimated Time 0 minutes Elapsed Time Oh 4m 365 Prepare Central Database Scan Local Database for Changes Transfer Data In Batches Merge Change Into Central Database Finalize Synchronization Sync Operation Completed Successfully Congratulations You have successfully completed the Data Synchronization process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 13 CREATE SURVEY DISTRIBUTION LIST Create Survey Distribution List This scenario explains the process of creating a survey distribution list This
8. ccsscecsssseessseeceseseeneeseeneseeneeseeneees 7 2 Task B Searching and Editing an Outreach Campaign ccsssccssseeseeseeeeseeeneeees 7 4 v 1 0 posted 07 05 2014 Task A Adding a New Outreach Campaign Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Outreach Campaign The Outreach Campaign Management screen displays Outreach Campaign Management amp Frank Rizzo ee a ms toch inant Campaign ID Campaign Name Description Start Date State Agency Local Clinics kansaswic lo i 001 Central WV WIC Region 02 018 Clinic 31 _ 002 Shenandoah Valley WIC Region 06 C 003 Marion County WIC Region 03 2 Click Add New Campaign The Outreach Campaign Detail screen displays 3 Under Campaign General Information complete the following e Enter the Campaign Name e Select the Start Date e Select the State Agency e Check the boxes for one or more Local Agencies e Select the End Date e Select the Fall Off Date The date when the campaign will no longer show as an option in the How did you hear about WIC Dropdown e Enter the Budgeted Cost e Enter the Actual Cost e Enter the Manager Name e Enter the Description Campaign ID Campaign Name 77 Start Date ir State Agency Campaign 1 1 15 2013 a Crossroads wic m LA2 Shenandoah valle A cL End Date 77 Fall Off Date 77 Budgeted Cost C LA3
9. scent 1 Name title phone number and fax number of person able to answer questions regarding State data submission Please provide email address if available C NAME 2 Is racial ethnic data reported using the 3 digit code the series of 6 yes no questions or some other format CHECK ONE ANSWER BELOW 3 DIGIT CODE PROVIDED IN GUIDANCE SERIES OF 6 YES NO QUESTIONS SOME OTHER FORMAT DESCRIBE EE 3 When is breastfeeding data collected CHECK ALL THAT APPLY C AT ISSUANCE C AT CERTIFICATION RECERTIFICATION Final MDS and SDS v 1 0 posted 07 05 2014 WIC Participant And Program Characteristics Study Frank Rizzo A visual representation of the process flow displays under Final MDS and SDS The Process Details grid displays the name of each process whether the run was successful the start and end times duration record count and error description The Process History grid displays the date of each process whether the run was successful the duration record count and error description 3 Click Create Data File to create the final MDS minimum data set and SDS supplemental data set file v 1 0 posted 07 05 2014 Congratulations You have successfully completed the WIC Participant and Program Characteristics Study process
10. Marion County WIC JZ C13 Jefferson County M 3 31 2013 a 4 6 2013 gt 30 000 00 Z CL4 Morgan County WI a Age CLS Clinic Name 31 Actual Cost Manager Name Description 77 0 00 Joe Smith Please enter the campaign description here v 1 0 posted 07 05 2014 4 Click Save The screen refreshes and returns to the Outreach Campaign Management screen v 1 0 posted 07 05 2014 Task B Searching and Editing an Outreach Campaign Complete the following steps to perform this task 1 From the Outreach Campaign Management screen under Campaign Search enter one or more of the following search options e Campaign ID e Campaign Name e Description e Start Date e State Agency e Local Agency e Clinic 2 Click Search The screen refreshes and the new campaign displays on the Outreach Campaign grid Outreach Campaign Management amp JOE CONTACT Campaign ID Start Date State Agency L CL3 Jefferson County WIC Progr L CL4 Morgan County WIC Program C CL1 Central WV WIC Program I C1 a2 Shenandoah Valley Medical System _ 3 3 31 2013 _ 9 26 ZU 12 10 AU 12 1 3 20 12 Fd 100 test 8792 9 10 2012 9 28 2012 10 31 2012 test v 1 0 posted 07 05 2014 3 Click the Edit button The Outreach Campaign Detail screen displays 4 Click Add Campaign Activity The Add Campaign Activity screen displays 5 Under Activity Information enter the following e Enter the Activity Nam
11. 5 View the list of formula food items displayed in the Issued Formula Items grid Congratulations You have successfully completed the Issued Formula Items process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 10 MONITORING AND ANALYSIS Local Agency Monitoring This scenario explains the process of scheduling required agency monitoring visits and self monitoring visits Local Agency Monitoring also allows the state to record the clinics monitored and to record the results of the functional analysis review during the site visit This screen provides an indicator for both agencies and clinics showing the percent of On Site Monitoring Local Agency On Site Monitoring in the left panel shows the percentage of Agencies scheduled for the year The percentage shows in red until the state established percentage is reached and then the percentage turns green in color The same is true for the clinics that are monitored The Current Monitoring heading shows the percentage of clinics monitored shown in red until the state required percentage is reached and then turns to green This process includes the following tasks Task A Scheduling Agencies and Clinics for On Site Monitoring 10 2 Task B Recording Agency and Clinic Monitoring Results ccsseseseee 10 7 v 1 0 posted 07 05 2014 Task A Scheduling Agencies and Clinics for On Site Monitoring Complete the following steps to perform thi
12. Click Search The Inventory Product Selection grid refreshes and displays the result of the search ic Pump Single use Electric Breast Pumps Swing Breast Pump and Kit Single use Electric Breast Pumps Single use Electric Breast F MCH Inventory L MCH Inventory Only 9 Double click the desired product listed in the grid The Order Product screen refreshes and displays the selected product in the Products Ordered grid Order Product amp FRANK RIZZO aie as sh CL Shenandoah Valley Medical System 9 Single Deluxe Electric Breast Pump Single use Electric Breast Pumps eee v 1 0 posted 07 05 2014 10 Enter the quantity of items to order in the Quantity Ordered column of the Products Ordered grid Inventory Type Inventory Product Name Product ID Single use Electric Breast Pumps Single Deluxe Electric Breast Pump x 11 Click Place Order The Search Product Inventory screen refreshes and displays a status message indicating success v 1 0 posted 07 05 2014 Task D Transferring Inventory Complete the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Search Product Inventory FRANK RIZZO Bese te Bs Be vBas F m o m o m a o m m o m Issue Reserve Dispose Return Items v 1 0 posted 07 05 2014 2 Select the check box for one or more products to transfer in the Inventory Search Results Products
13. Complete additional information for the product in the item details section The item details section on the Add New Inventory Item screen displays differently for serialized and non serialized items For a non serialized item the Non Serialized Item group box contains the item details Add Hew Inventory Iter Ey Locati CL Shenandoah Valley Medical System Product ID Product Name Inventory Type Single Deluxe Electric Breast Pump Single use Electric Breast Pumps Date Added To Inventory 1 31 2013 Manufacturer Number e Update the Item Name if necessary e Enter or select the Expiration Date if necessary e Enter the Quantity e Enter or update the Manufacturer Number if necessary For a serialized item the Serialized Item group box contains the item details Add New Inventory Ite a Location CL Shenandoah Valley Medical System Product ID Product Name Inventory Type Lactina Plus Breast Pump Multi use Breast Pumps Select Item Entry Method Single Item Multiple Item Item ID Inventory Item Status Expiration Date mt H Item Name iF Manufacturer Number 15 Date Added To Inventory State Inventory Number ir Lactina Plus Breast Pump 1 31 2013 Scan Barcode Print Barcode C Out for Maintenance v 1 0 posted 07 05 2014 Select either the Single Item or Multiple Item radio button under Select Item Entry Method as necessary Enter or select the Expirat
14. On Hand Return Items 2 Double click a product listed within the Inventory Search Results Products grid The items associated to the selected product display in the Inventory Search Results Items grid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump Single Deluxe Electric Breast Pump Return Items v 1 0 posted 07 05 2014 3 Select the check box associated to an item within the Inventory Search Results Items grid Fal 214 Similac PM 60 40 Powder 14 1 oz Reserve Inventory Item amp FRANK RIZZO APADPAPPDPADPAPPAPADPAPPDPABPAPABPABPA DA Comments x aos New 1 31 2013 11 59 AM b v 1 0 posted 07 05 2014 5 Select the Lookup Family button h The Family Search screen displays 6 Conduct a search for the desired family record Search Type Family ID Last Name First Name ML Telephone Number Date of Birth v4 Family F00200000133 C Participant 7 Double click the desired family listed within the Search Results grid The Reserve Inventory Item screen refreshes and displays the selected family s information Reserve Inventory Item amp FRANK RIZZO BERGERON Family Family ID F00200000133 23323 OLATHE KS 66062 PAPAPPAPAPPPPAPAPPAPABPPPAPPPRAPABBPDABD Comments i New E eeddings Similac PM 60 40 43 x Powder 14 1 oz a v 1 0 posted 07 05 2014 8 Update the quantity in the Quantity to Reserve column of the Inventory Items to Reserve gri
15. The Search Results grid displays appointment communications and includes the Family ID Parent Guardian Name Communication Preference Communication Type and any Attachments Click a column header to sort the results of the search example below Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid not shown __ E mail Text Print Phone Family 1D_ Parent Guardian Name Appointment Date gt Phone Canceled a or eS ee ee ee a i aMMa v 1 0 posted 07 05 2014 Task B Previewing and Printing a Single Notification Complete the following steps to perform this task 1 Access the Notifications screen and conduct a search Notifications amp JOE CONTACT ee Pe Communication Method _ Search Clear Criteria C Mail J E Mail Text C Phone Sent By E mail Print Mailing Labels 17 PEERS The Notifications screen displays the notification text as it will appear when printed Printing is for the physical printing of communications In the Communication Method section email mail or phone checked boxes refer to the preferred method of contact for the family If the family is flagged as Do Not Contact or Confidential no notification record is created 2 Select a record in the Search Results grid and check the Print box E mail Text Print Phone Family 1D_ Parent Guardian Name Preferen
16. creating a case file including recording an investigation recording a sanction recording an appeal recording a fair hearing editing a case file and closing a case file Case files can be created for families participants or WIC staff This process includes the following tasks Task A Searching for an Existing Case File c scccsssseeeeeeeeeseeeeeeeeeneeeeneeeeaneneas 8 2 Task B Creating a New Case File ccssssecssesseeeeseeeeeeseeeeeseeseenneeseenseeeeneeeeenneesoens 8 3 Task C Recording Investigations ccccsscsssecseseeeseeeseeeesesenseeneeeesesenesonseseneeoeaes 8 7 Task D Recording Sanctions siiccscsccetnsenctesneseseccemesevessesiwonnsneosmeanestsventannncenncdeessssvteeoes 8 9 Task E Recording AppeallS ccccsccesccesseessesseeessonseonseonseonseonseoneeoeseeasecseenseenaeenaes 8 12 Task F Recording Hearings ccsccceeeceeeeeeeeeeeeeeeeeeeeeeeeeneeeeeeaeaeeeeseseaseaeeeaeaeeneeeneas 8 16 Task G Editing an Existing Case File cccccccseseetsseeeeneeeeeeeeeneeeenseseneeeeaeeeneneens 8 19 Task H Closing a Case File nannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnnm 8 21 v 1 0 posted 07 05 2014 Task A Searching for an Existing Case File Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Case Files The Maintain Case Files screen displays Maintain Case Files amp FRANK RIZZO
17. grid y a r Ts j i i k in i p mu E Lr LA Lh T EA LEJI L UE Qa Ir Inventory Product Name ha ka al ares a Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack Disposable Nursing Bra Pads Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Breast sheilds Softfit 2 pack Breast sheilds Softfit 2 pack 20 20 1 19 9 2 Jd A o0000000000 3 Click Transfer The Transfer Inventory Item screen displays Transfer Inventory Item m FRANK RIZZO a Transfer Information From Request Status For Family CL1 Central WV WIC Program CL Shenandoah Valley Medical System Requesting Breast Feeding Supplies 8 Count Battery Pack v 1 0 posted 07 05 2014 4 Update the quantity in the Requested Quantity column of the Products Requested grid as necessary ji b gh Me Poe a hte i 8 Count Battery Pack Model 67553120 wih Jara 5 Click Request Transfer The Search Product Inventory screen refreshes and displays a status message indicating success v 1 0 posted 07 05 2014 Task E Issuing Inventory Complete the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Search Product Inventory amp JAN PARMAX fi gt Agency Clinic CL2 Shenandoah val 0D000000000000
18. i 3 When is breastfeeding data collected CHECK ALL THAT APPLY C AT ISSUANCE C AT CERTIFICATION RECERTIFICATION 2 Under Quick Links click the Initial MDS and SDS link The Initial MDS and SDS screen displays v 1 0 posted 07 05 2014 WIC Participant And Program Characteristics Study Frank Rizzo A visual representation of the process flow displays under Initial MDS and SDS The Process Details grid displays the name of each process whether the run was successful the start and end times duration record count and error description The Process History grid displays the date of each process whether the run was successful the duration record count and error description 3 Click Create Data File to create the initial MDS minimum data set and SDS supplemental data set file v 1 0 posted 07 05 2014 Task C Creating and Sending the Reviewed MDS and SDS File Complete the following steps to perform this task 1 From the Home screen go to Operations gt WIC Participant and Program Characteristics Study The WIC Participant and Program Characteristics Study screen displays WIC Participant And Program Characteristics Study amp Frank Rizzo Inital MDS and SDS Review MDS and SDS 1 Name title phone number and fax number of person able to answer questions regarding State Final MDS and SDS data submission Please provide email address if available C NAME 2 Is racial
19. optional e Select the Suffix optional e Enter the Email Address optional if telephone number is entered e Enter Telephone Numbers optional if email address is entered LA d ES a Sm g mT Lt LA E O 32000 METCALF AVENUE Zip Code if City if State if County if S 20210 ene G T isla alg E WHA x Prefix Suffix C ia OR Telephone Numbers 17 913 567 9876 x Save and Continue Cancel v 1 0 posted 07 05 2014 met c u aes 2 A roca semicy ________j e l smmovercarmene Telephone Number Email Address e Fax Number 77 5 lagency6 yahoo com Coo Reni EPER Billing Code ZIP Code 77 Cty State 3 Cl CC W Gl o wean CTT County 2 D Monday 8 00AM Tuesday 8 00AM Wednesday 8 00AM Thursday 8 00AM j o Friday 8 00AM j o Saturday par Geto sgooooog Sunday Manage Staff Training Add User To Location 7 Click Save and Continue The status message displays indicating new local agency information was saved successfully The screen refreshes and returns to the Maintain Local Agencies screen v 1 0 posted 07 05 2014 Complete the following steps to perform this task 1 From the Home screen go to the Operations gt Setup gt Maintain Local Agencies The Maintain Local Agencies screen displays Maintain Local Agencies JOE CONTACT m pem D Statistic
20. 0 Sr A A eee eee Parent Guardian 1 Appt Type Appt Time Staff Check In Time Special Need a Refresh Cancel f The Clinic Dashboard shows summary activity under Today s Activity Appointments can be viewed in their current stages of progress through clinic configured service rooms Walk in Appointments can also be viewed For more details see the Clinic Family Workflow Dashboard scenario Congratulations You have successfully completed the State Family Workflow Dashboard process v 1 0 posted 07 05 2014 3 SEARCH DUAL PARTICIPATION Search Dual Participation The Search Dual Participation screen provides tools for searching for possible cases of dual participation which may lead to investigations to determine if dual enrollment and or dual participation has occurred The tasks in this scenario show actions performed with the duplicate individual linking feature enabled on the Manage System Settings screen in the Administration module The first task in this scenario will show you how to enable this feature This process includes the following tasks Task A Enabling Duplicate Individual LINKING ccssscseeeeeeseeseeeseeeseeeeenseoeeees 3 2 Task B Searching for Dual Participation ccccccsseseeseseeeeeeeeeseeeeneeeeeseeeenseneeeeenans 3 4 Task C Resolving Potential Duplicates cccecceeeeeeeeeneeeeeeeeeneeeeaseeeeneeeenseneenennaes 3
21. CaMpaign cccccssssecceeeeeseeceeeeeeeseceeeeeeeeeeeeeeas 7 4 v 1 0 posted 07 05 2014 8 NAIN TAIN GASE FILES paniisan a 8 1 Maintain Case Fits secsacicecscnccscvecadecesscacadsauasdtensesnnscsteabbeteeendd taansa aaia iaia 8 1 Task A Searching for an Existing Case File ses acseeds ucmnsuaqeheandewinndiieawaruveda Tecmnaminbubudentamiicansniundes 8 2 Task B Creating a New Case FE csiis a a a e ia a 8 3 Task C Recording Investigations ccccceeececeeeseeecsaseeecseuseeeceuseeecsaueeecseueeessaneeessauseesseaeeesess 8 7 Task D Recording SANG NON S serenigi tii a a i e aan heme ala dices 8 9 Tak Feco POG alo a a a a E e aah 8 12 Task F Recording Healings ssri EE E 8 16 Task G Editing an Existing Case Wile wise wwittelelinnieinvduinularadardialfieleliv i a a i 8 19 TISK Hs Closing a GaSe ile coras ee e a E a 8 21 9 INVENTORY scssatesgeninveawancndesiueueana carne osu decanaeansatsntionsess a aaa aR 9 1 Search Prod ctINvEentOry inadina a aeaea ead 9 1 TISKA AGONG VENO iara o e a e a a tates ecole ee 9 2 Task B Searching Tor Existing MVEN ON erasan ae e a a e e Eae T na 9 8 TaSK O Ordering MVNO saia ee e aE tee Eo e ea E aa alten 9 10 TKD Tse Se TMM MVE MO Y esn E E 9 16 TASK ES SUNT NVON ON airea e e r ea a A a a 9 19 Task F Reserving Inventory wisecssausvecasavaiesssteavevainsyaaiacarsvgu tes vh saa bataswenc sss bind btauhver taiekiandadasweeadsvbats 9 23 Task G DISPOSING of IMVOMIORY erzese aee aaea ae Eai i
22. Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance 12 25 2012 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 Search EBT Transactions by Clinic amp JAN PARMAX JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 ByPass ByPass The Transaction History grid displays the Occurrence Date Activity Description Card Card Holder Parent Guardian 1 and Staff Name for all EBT transaction records Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid v 1 0 posted 07 05 2014 2 Under EBT Transaction Details select a clinic in Select Clinic and or a Start Date and End Date Select Clinic Central WV WIC Program 1 15 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 17 2013 1 17 2013 Start Date WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument
23. Maintain Outreach Organization m JOE CONTACT Outreach Organization Information fr Organization Name 77 Outreach Type 1 Coo o ooo SOCS Website Address Email Address LS h Money D CO wy C B C O wass D e C ay C C B Study t sy C one nDooooog Mailing Address _ CI LA1 Central WV WIC Region 02 C C110 Clinic Name C LA2 Shenandoah Valley WIC Region 06 C CL 11 Clinic Name C LA3 Marion County WIC Region 03 O C112 Clinic Name C LA4 Local Agency 4 A 1 13 Clinic Name C LAS Local Agency 5 L c114 Clinic Name v 1 0 posted 07 05 2014 3 Under Outreach Organization Information complete the following e Enter the Organization Name e Select the Outreach Type e Enter the Website Address e Enter the Email Address optional e Enter the Phone Number optional e Enter the Fax Number optional e Enter the Physical Address Outreach Organization Outreach Organization Information Yf Organization Name 1 Outreach Type 17 TRUMAN MEDICAL CENTER Outreach Type 1 Website Address Po Phone Number L Mailing Address If the mailing address differs from the physical address check the box on the mailing address slider and enter that address 4 Under Organization Contacts click Add Contact The New Outreach Organization Contact screen displays _Organization Contacts Total Items 0 Primary
24. Return tems 4 Click Issue The Issue Inventory Item screen displays Issue Inventory Item m FRANK RIZZO Expected Return Date C B DPAPAPPAPAPAPPAPAPADPAPAPADPDPAPADPD BADD Comments v 1 0 posted 07 05 2014 5 Select the Lookup Family button h The Family Search screen displays 6 Conduct a search for the desired family record Search Type Family ID LastName FirstName ML Telephone Number Date of Birth Z Family F00200000133 BEE EBT Card Number Ld F00200000074 BROWN eas F00200000128 BUCHHOLZ 7 Double click the desired family listed within the Search Results grid The Issue inventory Item screen refreshes and displays the selected family s information Issue Inventory Item m JOE CONTACT a Issue To BERGERON Family Family ID F00200000133 23323 OLATHE KS 66062 Expected Return Date oS Pre meini DAPAPAPAPAPAPAPPPPPPPDPPAPAPAPABAPAPD DBD Similac PM 60 40 Powder 14 1 oz On Hand 50 Comments x ByPass New 1 19 2013 4 50 PM v 1 0 posted 07 05 2014 8 Update the quantity in the Quantity to Issue column of the Inventory Items to Issue grid as necessary 9 Update the Expected Return Date as necessary 10 Enter Comments as necessary 11 Click the Selected Row Details to view detailed information about the inventory item Similac PM 60 40 Powder 14 1 oz Reserved Inventory Product ID Inventory Product Name Manufacturer Number Location 13 S
25. The Search Product Inventory screen refreshes and displays a status message indicating success The Inventory Search Results Items grid refreshes and displays the updated On Hand Quantity Total Reorder Total Ss oe 20 20 8 Count Battery Pack Similac PM 60 40 Powder 14 1 oz Similac PM 60 40 Powder 14 1 oz 19 2 Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack 12 Lactina Plus Breast Pump Single Deluxe Electric Breast Pump EBT Card ID Card OOOO0O00000 m2 s 88 2 8 amp Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz Nutramigen Enflora LGG Powder 12 6 oz Farmers Market Booklet Medula i So Return Items v 1 0 posted 07 05 2014 Task H Returning Inventory Complete the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Search Product Inventory amp FRANK RIZZO rea Search Location acini Malice serene Z Serialized Oal State L Non Serialized CL2 Shenandoah Vall gt Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump OOOOUO0O00000 Reserve 2 Double click a product listed within the Inventory Search Results P
26. Training Scenarios Covers situations that one might encounter in a typical day Each scenario walks you through an entire process Scenarios connect the individual tasks necessary to complete a process The scenarios were written and organized to facilitate an instructor led training session but the scenarios can be used as reference guides after your training is complete Conventions and Features This manual follows certain conventions that make it easy for you to use the materials presented and includes the following features that help you identify similar information from one topic to another Training scenarios are grouped together by major system functions so that you can locate the desired scenario more easily Each training scenario begins with an Overview section that includes an explanation of what is covered within the scenario so you ll know from the start what you ll be learning Training scenarios are documented using Tasks and Steps A Task is a major activity in a larger process and indicates a substantial portion of the overall process whereas a Step is one of several user actions within a Task The manual provides Tasks and Steps for differing levels of detail You can follow the list of Tasks less detail or you can go deeper and follow each Step of the process click by click and action by action more detail v 1 0 posted 07 05 2014 Buttons you ll need to click and data you ll need to enter are accented in bo
27. Tuesday Wednesday 8 15AM 4 45PM Mailing Address Wednesday Thursday 8 15AM 4 45PM 913 546 1001 ed Pa KS 66210 Thursday Friday 8 15AM 4 45PM lt ar y Saturday 8 15AM 4 45PM Saturday e Sunday SE Working Hours 08 15AM 04 45PM Note ASelected Row Details 5 Click the Edit button You are directed to the Clinic Detail screen 6 Make the necessary changes 7 Click Save The screen refreshes and status message displays indicating the information was saved successfully You are returned to the Maintain Clinics screen 8 Highlight the clinic and click on the Selected Row Details arrow to view the changes In this case the Title was changed from Manager to Owner Name Clinic ID Alternate Clinic ID Local Agency ID Telephone Number CLINIC 31 24 7694 6 913 546 1001 Email Address Fax Number Effective Period EBT Status EBT Effective Period From 1 21 2013 Inactive Clinic Space Sq Ft Default Hours of Operaton Current Week Hours of Operaton Address Week Starts On Monday 8 15AM 4 45PM es 9100 95TH STREET 8 15 AM 4 45 PM OVERLAND PARK KS 66210 8 15AM 8 15AM 8 15AM 8 15AM 8 15AM 4 45 PM 4 45 PM 4 45 PM 4 45 PM 4 45 PM Mailing Address 12001 EBY STREET OVERLAND PARK KS 66210 08 15AM 04 45 PM Manage Staff Training Create New Clinic Cancel v 1 0 posted 07 05 2014 9 Select the View Detaile
28. Type screen displays Maintain Inventory Type amp JOE CONTACT i Single use Breast Pumps Single use Electric Breast Pumps Multi use Breast Pumps Breast Feeding Supplies EBT Cards Manual Food Instruments ID Cards Formula in lieu of issuance Check Stocks Books Physical Activity Kit Farmers Market Checks The Inventory Type grid displays a list of all active inventory types Click Show All to display both Active and Inactive inventory types within the grid v 1 0 posted 07 05 2014 2 Click Add New Type The Add New Inventory Type screen displays Type Name i Created By User _ Serialized _ Inventory Product Expiration _ Issue to WIC Partidpant _ Re order Threshold Required _ Maintenance Required POP O POPP e ee eee eee eee eee eee eee eee eee eee eee eee Peer eee tee ETETETT Ce ee ee ee ee ee ee eee ee ae ea Notes v 1 0 posted 07 05 2014 3 Enter an inventory Type Name 4 Select one or more of the following inventory type options e Serialized e Product Expiration e Issue to WIC Participant e Re order Threshold Required e Maintenance Required WIC Reape Organizers User _ Serialized _ Inventory Product Expiration V4 Issue to WIC Particpant _ Re order Threshold Required _ Maintenance Required POPP PPO POO Pee eee eee ee eee eee eee eee eee kA eee eee eee Peer ten ten te ee pe Ce ee ee ee ee ee eee eee ee ee ee ae ee Notes otes Recipe organizers given to par
29. a Hearing Date Enter a Hearing Location ao e 2 bP Select a Sanction Status m k Pe Cn m im a oi ned pie A Case File Number Date Opened FF00100000005 1 October 11 2012 Family Participant REPLACE FIT Investigation Investigation Reason Investigators Reason 2 JOE CONTACT Sanctions Claims Type 2 3 Months Term Appeal REPLACE FIIT Reason 1 December 5 2012 Last Date of Appeal Crystal Smith 1 21 2013 Administration Building Sanction Status Sanction Upheld Modify Sanctions 6 Enter appeal Comments if necessary PIPPPPPP PPP PPP PPE PPR RRR RR RRR RD Comments sg ByPass New AC B UL This is a fair hearing comment v 1 0 posted 07 05 2014 7 Click Save A status message displays indicating success and you are prompted to send a notification letter ef J Would you like to send JANE DOE a notification letter Yes m 8 Do one of the following e Click Yes to send a notification letter You are returned to the Case File screen e Click No to bypass the notification letter process You are returned to the Case File screen The Notifications screen can be used to e mail or print notifications as needed Refer to the Notifications scenario on page 5 1 for details Case File amp Frank Rizzo a Fi Create Date Investigation Monday January 09 2012 Sanction Monday January 09 2012 Appeal Monday January 09 2012 Fair He
30. a different method from the Home screen Go to Operations gt EBT gt Override Payment and click ACH Payment Request 2 Under Payment Information complete the following e Select Debit or Credit to indicate that this payment is a debit or credit e Enter the Amount e Enter Descriptive Purpose EBT ACH Payment Request amp JAN PARMAX Payment Information Vendor Information Debit Amount 17 Payor Vendor 17 12 000 00 is Bankttame Descriptive Purpose 17 Adjustment ABA Routing Number Account Number Edit Credit v 1 0 posted 07 05 2014 3 Under Vendor Information select the Payor Vendor T TE When the Payor Vendor is selected the Bank Name ABA Routing Number and Account Number are displayed Click Edit to update the details for the payor vendor as needed Bank Name FAKE BANK ABA Routing Number Account Number 0234025 03495834 Edit p Click Edit to update the details for the payor vendor as needed After updating the information click OK 4 Click Save The EBT Override Payment Review screen and a status message display Congratulations You have successfully completed the Request ACH Payment process v 1 0 posted 07 05 2014 Override Payment The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT Thi
31. as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth F Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender 11 15 2012 SALLY REDFILE 11 14 2012 JEAN BROOMFIELD 11 14 2012 LIZ BLAIR 11 14 2012 v 1 0 posted 07 05 2014 2 Inthe Results grid click the View button j to resolve the possible dual participation case The Dual Participation Details screen displays lt gt Dual Participation Details amp Frank Rizzo O KS0020000010 SALLY REDFILE KS0020000012 SALLY REDFILE Family F00200000004 SARAH REDFILE Family F00200000005 SARA REDFILE WIC Category Child DOB 11 15 2012 WIC Category Child DOB 11 15 2012 Local Agency 2 Shenandoah Valley WIC Region 06 Birth Weight 7b 0 oz Local Agency 2 Shenandoah Valley WIC Region 06 Birth Weight 7lb 0 oz Clinic 2 Shenandoah Valley Medical System Gender F Clinic 2 Shenandoah Valley Medical System Gender F Certification Certification Start Date 1 28 2013 Start Date 1 28 2013 End Date 11 14 2013 End Date 11 14 2013 Parent Guardian 1 Source Parent Guardian 1 Source SARAH REDFILE SARA REDFILE 25 SECOND 7777 COLLEGE OVERLAND PARK KS 66210 OVERLAND PARK KS 66210 Disassociate Create Case File Cancel bj E 3 Examine the details displayed on the Dual Participation Details screen and determine if the two individuals are duplicates For the purposes of this task we ass
32. currenth checked out You must check in the current Clinics before you may check others out Currently checked out clinics are Shenandoah Valley Medical System 107271 Roe Ave OVERLAND PARK Puerto Rico 66211 v 1 0 posted 07 05 2014 Once the clinic is checked out all other online users will see which clinics are checked out The Offline user will only have only the checked out clinic available Crossroads WICy Local Agency LA2 Shenandoah Valley WIC Region 06 Clinic CL3 Jefferson County WIC Program Cid Name Checkout Date CL Shenandoah Valley Medical System 1 23 2013 2 39 28 P _ Set as Default Location v 1 0 posted 07 05 2014 Once the clinic is checked out there a reduced number of menu choices available Ae Home amp Frank Rizzo i Add a New Family Clinic Family Workflow Dashboard Family Search i x i 25 Million for New School Food Search EBT Transactions by Clinic i Service Equipment Search EBT Transactions by Vendor Titles Generate Manual Food Instruments Arecovery Act Success Story Match Pending Manual FI i Smithsonian Acquires Historic i i Food Coupons from USDA Delayed Signatures for FI Issuance Food Instrument Investigation Tool e o o o o o of v 1 0 posted 07 05 2014 If there is a problem with the checked out clinic an Online user with the authority can Check in the Clinic Forcefully Check in Clinics forcefully s Frank Rizzo
33. e Select one or more Clinics Outreach Affiliations State pe VI LA1 Central WV WIC Region 02 LA2 Shenandoah Valley WIC Region 06 Pal LAS Marion County WIC Region 03 Crossroads WIC __ CL12 Clinic Name 53 __ CL13 Clinic Name 54 _ CL14 Clinic Name 55 _ LA4 Local Agency 4 _ LAS Local Agency 5 Ld _ _ 9 Click Save The status message displays indicating that the outreach organization was saved successfully The screen refreshes and returns to the Maintain Outreach Organizations screen v 1 0 posted 07 05 2014 Task B Searching and Editing an Outreach Organization Complete the following steps to perform this task 1 From the Maintain Outreach Organizations screen enter one or more search options e Enter the Organization ID e Select the Outreach Organization Type e Enter the Outreach Organization Name e Select the State e Select Local Agencies e Select Clinics Maintain Outreach Organizations amp JOE CONTACT Crossroads WIC e _ CL2 Shenandoah Valley Medical System C LA2 Shenandoah Valley WIC Region 06 O CL3 Jefferson County WIC Program L LA3 Marion County WIC Region 03 C CL4 Morgan County WIC Program CI LA4 Local Agency 4 L LAS Local Agency 5 Search Results otal Items 0 gt jorgm ttreachame CE CrganizationType Website Address Comments Add New Outreach Organization l Cancel e Click Search The
34. education topic was saved successfully v 1 0 posted 07 05 2014 Task C Maintaining Online Providers Complete the following steps to perform this task 1 Click on the Maintain Online Provider button The Nutrition Education Topic Online Provider Maintenance screen displays F Provider Settings 17 Name if Website URL iF Description Po Po F Integrated Providers Name Website URL Children Mercy Hospital http Awww ChildrenWercy com A children hospital Olathe Woman Hospital 9 htto Avww OlatheWoman com A Woman hospital Overland Park Clinic http fwww OverlandClinic com A Regional clinic in overland park WICHealth http www WicHealth org wichealth org HealthBites http healthbites com Health Bites 2 Under Provider Settings complete the following e Enter the Name e Enter the Website URL e Enter a Description 3 Click Add The screen refreshes and the information displays on the Providers grid Nutrition Education Topic Online Provider Maintenance Provider Settings 17 Name Website URL 1 Description VA Health Bites C Is Integrated Wj Is Active update meme Providers Name Website URL Description Children Mercy Hospital wwww ChildrenWercy com A children hospital Olathe Woman Hospital wwww OlatheWoman com A Woman hospital Overland Park Clinic wwww OverlandClinic com A Regional dinic in overland park WICHealth wwww WicHealth org wichealth org HealthBites www healthbite
35. have successfully completed the Maintain Risk Codes process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 16 MAINTAIN CLINIC DASHBOARD ROOMS Maintain Clinic Dashboard Rooms The Maintain Clinic Rooms screen is used to define and maintain clinic service rooms These rooms are utilized on the Clinic Family Workflow Dashboard screen There you can see appointments organized by service room for details refer to the Viewing Clinic Family Workflow Activity scenario After rooms have been defined the Clinic Room Navigation screen is used to correlate clinic rooms to navigation links This process includes the following tasks Task A Maintaining Clinic ROOMS ccccsseeeeseeeessenseeenesenseeeneeeesesenssoneeseneeoeeenes 16 2 v 1 0 posted 07 05 2014 Task A Maintaining Clinic Rooms Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Clinic Dashboard Rooms The Maintain Clinic Rooms screen displays Maintain Clinic Rooms m Frank Rizzo i i e e 2 Enter a room name under Add New Clinic Room 3 Click Add The new room will be added under Clinic Room Order Clerk Room v 1 0 posted 07 05 2014 Clinic Room Order Clerk Room lt lt a gt oo pmp _ 4 After multiple rooms have been added arrange the display order of the rooms as follows Click a room name
36. option is selected in the Pre defined Search Definitions group box when a selection is made in the Advanced Search group box the selection in the Pre defined Search Definitions group box is cleared If one or more options are specified in the Advanced Search group box and a selection is made in the Pre defined Search Definitions group box the options specified in the Advanced Search group box are cleared For the purposes of this task an advanced search is performed on duplicate individuals by date of birth y Greig Dual Enrolment Dual Participation Dual Redemption Duplicate Individuals 27 Pre defined Search Definitions F Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth F Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender Advanced Search _ amma J ss _ Certification Start Date 60 days _ Certification End Date 60 days _ Birth Weight _ Medicaid Number First N Last Ni _ First Name _ Last Name ape ER C clinic C First Name soundex equal C Last Name soundex equal _ WIC Certifying Staff C WIC Staff Cleared Language Read Language Spoken _ First Initial _ Maiden Name L
37. scenario is to guide you through capturing information on local agencies and allow for the addition modification or deletion of data related to local agency operations The Maintain Local Agency screens will be used to search and edit an existing agency record or create a new local agency record Before beginning the process you must be signed into Crossroads at the state level This process includes the following tasks Task A Creating a Local Agency sssiiscsicicccascsccissitecaninedessencvavasadviuestectisenuamcandesctwinentcs 15 33 Task B Searching and Editing an Existing Local AQency ssccsseseeeesenees 15 38 v 1 0 posted 07 05 2014 Task A Creating a Local Agency Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Local Agencies The Maintain Local Agencies screen displays Maintain Local Agencies amp JOE CONTACT n X D It is necessary to be logged in at the state level 2 Click Create New Local Agency The Local Agency Detail screen displays Local Agency Detail amp JOE CONTACT Ta Monday Tuesday e Wednesday e Thursday EE s900000f Friday Saturday e Sunday 3 4 5 lt ll v 1 0 posted 07 05 2014 Under Create and Maintain Local Agency complete the following e Enter the local agency Name e Enter an Alternate ID e Enter the Tele
38. screen refreshes and the new outreach organization displays on the Search Results grid TRUMAN MEDICAL CENTER Outreach Org Type 2 Physicians HEAD START Outreach Org Type 1 State Programs WEE LITTLE KIDS CARE Outreach Org Type 3 Daycares 2 Click on the Edit button The Maintain Outreach Organizations screen displays Make the changes to the screen 3 Click Save The screen is updated Congratulations You have successfully completed the Maintain Outreach Organizations process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 7 MAINTAIN OUTREACH CAMPAIGNS Maintain Outreach Campaigns A campaign consists of one or more activities Each activity can be associated with one or more outreach organizations sites or individuals Individual activities can be targeted for a geographic area local agency or clinic by associating it with an outreach organization which is associated with that area local agency or clinic This scenario explains the process of capturing information on outreach campaigns for a clinic local agency or state This system process also provides data to help evaluate the success of the Campaign such as the cost benefit of the campaign Between the start and fall off date the campaign name is an option in the How did you hear about WIC drop down list And that count is what drives the cost benefit data This process includes the following tasks Task A Adding a New Outreach Campaign
39. subtype displays on the Secondary Nutrition Education Subtypes grid 5 Click on Set Display Order button The Appointment Type Display Order screen displays a Nutrition Education Individual amp X NEfBenefit Issuance Set Display Order Cancel v 1 0 posted 07 05 2014 6 Within the Display Order column click on the display order number on a row 7 Select a new Display Order 8 Click Save The screen refreshes and the Breastfeeding Class is now in second position Initial Certification Subsequent Certification Food Benefit Issuance NE FBI Nutrition Education Individual RD Counseling Congratulations You have successfully completed the Maintain Appointment Types process v 1 0 posted 07 05 2014 Maintain Nutrition Education Topics This scenario explains the process of maintaining nutrition education topics The following scenarios will guide you through searching adding editing and creating an online provider for nutrition education topics This process includes the following tasks Task A Adding a Nutrition Education TOPIC ceececeteseeeeeeeeeneeeeeeeeeeneeeeeeenneneees 15 9 Task B Searching and Editing a Nutrition Education Topic csssscsseseeeees 15 11 Task C Maintaining Online Provider S ccsccccesseeseseeeeneeeseeeeeeeeeeneeeeeneseeneeennees 15 12 v 1 0 posted 07 05 2014 Task A Adding a Nutrition Education Topic Complete the following steps to per
40. to select it Click the Up Arrow button l to move the room up one position in the list Click the Down Arrow button to move the room down one position in the list Click the Double Up Arrow button to move the room to the top of the list Click the Double Down Arrow button to move the room to the bottom of the list Clinic Room Order Clerk Room Lab Room Health Assessment Check Out v 1 0 posted 07 05 2014 5 Delete a room from the list as follows e Click the Delete button beside a room name to delete it from the list The Confirm Delete screen displays J Are you sure you want to delete room Rec Room ves J _w e Click Yes The room is removed from the list with no further prompting 6 Click Save A status message displays indicating that the rooms were saved successfully Additionally the Clinic Room Navigation screen displays For details refer to the Correlating Clinic Rooms to Navigation scenario Congratulations You have successfully completed the Maintain Clinic Dashboard Rooms process v 1 0 posted 07 05 2014 17 CORRELATE CLINIC ROOMS TO NAVIGATION Correlate Clinic Rooms to Navigation After rooms have been defined the Clinic Room Navigation screen is used to correlate clinic rooms to navigation links This process includes the following tasks Task A Correlating Clinic ROOMS to NavigatiOn c ccccessseseeseeseeeeeeneeeeeeeeneneees 17 2 v 1 0 po
41. would like to save your survey distribution list 3 Click Save A status message displays indicating the list was exported successfully You have now saved the comma delimited csv file representing the selection criteria selected Congratulations You have successfully completed the Create Survey Distribution List process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 14 EBT Search Transactions by Clinic The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Searching for EBT Transactions by CLINIC ccccsseeeseeeeeeseeeeeeeeseeeenes 14 2 v 1 0 posted 07 05 2014 Task A Searching for EBT Transactions by Clinic Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Search Transactions By Clinic The Search EBT Transactions By Clinic screen displays Select Clinic 1 15 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 17 2013 1 17 2013 Start Date WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument
42. 0 Inventory Product ID Inventory Product Name State Inventory Number ae ee Item ID Item Name Co o Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump Single Deluxe Electric Breast Pump EBT Card ID Card Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz Nutramigen Enflora LGG Powder 12 6 oz Farmers Market Booklet Medula Ld Manufacturer Number Expiration Date Inventory Status 8 Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack Z Serialized Z Non Serialized L Only Low Inventory On Hand On Hand On Hand Return Items 2 Double click a product listed within the Inventory Search Results Products grid The items associated to the selected product display in the Inventory Search Results Items grid 8 Count Battery Pack Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump Single Deluxe Electric Breast Pump Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz a r r es sSsSS Dispose Return Items Notice the current Quantity of the item selected Once the item has been issued the Quantity value is adjusted v 1 0 posted 07 05 2014 3 Select the check box associated to an item within the Inventory Search Results Items grid
43. 2 2eteres celassendselecectesetes tater ecteeetei eileen 14 2 Search Transactions BY Vendor sssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ennnen nnna 14 4 Task A Searching for EBT Transactions by Vendor c cccccceeeesseseeeeeeeeneseeeessaseeeeensaaseeess 14 5 Request ACH Payment nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmn 14 8 Task A Requesting an ACH Payment nnnnoannenennnnnennnoennrnsrnnnnnnrrnsrnrernnrrrsrnrrrnnrrrsnrrrrnnrrennne 14 9 Override Payment uianda aoda a ieda 14 11 Task Ay OVEMGING AF AVM CN eer aaa a a a E a a a ai 14 12 Search Benefit Reconciliation Exception ccccsesccseseeeseseeseneeeeseeeeaseeeeneeeeanenees 14 14 Task A Searching for and Modifying a Benefit Reconciliation Exception cccceeeeeees 14 15 Redemption DISCrepancCies ccccesscseseseeeseeseeeseeeesenenesoeseeenssonseneneeenseseaeeoenenens 14 17 Task A Viewing EBT Redemption Discrepancies cccccsesseceecsseseeeeeeseaseeeeessaaseeeeensanseeess 14 18 Food Override TOON sccieccccccwceeveccieadeccsvedevneewancsauesatecsedeonededycenvet Dvewevdvevdedvesdvdddesteseans 14 19 v 1 0 posted 07 05 2014 Task A Using the EBT Food Override Tool ccscczcc cs fiveritenetcea et eeeetect even do eves acrentetsdeushss etic 14 20 Mo UI siisii a a dec iteneccausaeusSouaser sens cssmenwsanecpecseeennc 15 1 Maintain Appointment TY DCS iovcseccecedecce oedenerace
44. 8 v 1 0 posted 07 05 2014 Task A Enabling Duplicate Individual Linking The tasks in this scenario show actions performed with the duplicate individual linking feature enabled on the Manage System Settings screen in the Administration module This task shows you how to enable this feature Complete the following steps to perform this task 1 From the Home screen go to Administration gt Configuration gt Manage System Settings The Manage System Settings screen displays Manage System Settings amp Frank Rizzo Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days 30 30 60 Scales Statiometer Device Detection No of Days Before Re Certification Is Enabled Weeks Gestation Full Term C Doran Scales C Seca Flash 101 Health O meter 30 40 Weeks Gestation Pre Term Cutoff Clinic Dashboard Refresh Seconds Allow Alternate Funding 37 so F Yes No Z SSN visible C Allow Breast Pump Issuance for Pregnant Women Military Status Visible C Allow Breastfeeding Peer Counseling for Pregnant _ Search for Active Records C Utilize End of The Month for Certification End Date ees E ETI ae ved ee i oers Z Collect Lead Test Family Demographics Z Require Employee Conflict of Interest Family Assessment Z Require Immunization Consent Participant Demographics Z Require Source of Drinking Water Income Information Z Require Vendor Conflict of Interest Health Information ae
45. A AB ASMA AA AA MADD SSSA AMAA DADA ARAMA AAD DAA AM AAMAS v 1 0 posted 07 05 2014 Enter the Inventory Product Name Select an Inventory Type Enter an Inventory Product Model Enter a MCH Item ID if necessary Enter a CAP Item ID if necessary eo 2 Oo S Enter Notes if necessary Inventory Product Name if Inventory Type 1 Breastfeeding Your Baby Books im Inventory Product Model Reorder Point YG10987 Warehouse Codes MCH Item ID CAP Item ID 9 Click Save A status message displays indicating success and you are returned to the Create and Maintain Inventory Product screen A system generated Inventory Product ID will be assigned to the newly added product v 1 0 posted 07 05 2014 Task C Editing Products Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Maintain Products The Create and Maintain Inventory Product screen displays 2 Conduct a product search The Search Results grid displays the results of the search Create and Maintain Inventory Product JOE CONTACT a Single use Breast Pumps gt ic Breast Pumps _ Multi use Breast C Breast Feeding Supplies a Product Nam Single Deluxe Electric Breast Pump Single Electric Pump Swing Breast Pump and Kit Single use Electric Breast Pumps Single use Electric Breast Pumps Single use Electric Breast Pumps 3 Click the Edit butto
46. Benefit Reconciliation Exception The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Searching for and Modifying a Benefit Reconciliation Exception 14 15 v 1 0 posted 07 05 2014 Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Search Benefit Reconciliation Exception The Search EBT Benefit Reconciliation Exception screen displays Search EBT Benefit Reconciliation Exception m Frank Rizzo ST a a AET P E ae 2 Under Data Filter enter or select the Start Date and End Date and select Include Benefits with Resolution Outcomes as needed to search for EBT benefit reconciliation exception records The screen refreshes and displays the results in the results grid End Date Indude Benefits with Resolution Outcomes mum fH wi Search v 1 0 posted 07 05 2014 3 Click the Edit button to modify the EBT benefit reconciliation exception record The Reconciliation Exception Details screen displays Family ID Parent Guardian Name Serial First Date to Use Last Date to Use 2001 3 5 2012 4 4 2012 Resolution outcome 4 Select the Resolution Outcome 5 Click Save A status message displays Congratulations You have successfully completed the Search Benefit Recon
47. Contact Title First Name Last Name Phone v 1 0 posted 07 05 2014 5 Under Primary Contact enter the following e Enter the First Name e Enter the Last Name e Enter the Title e Enter the Phone Number optional e Enter the Email Address optional tew Outreach Organization Contaci L Primary Contact First Name 9 Last Name 1 Tithe MARY O JACOBS SOCIAL SERVICES MAN Phone Number Email Address 815 406 6789 6 Click Save The screen refreshes and the new contact information displays on the Organization Contacts grid Primary Contact Title First Name Last Name Phone P 4 oO SOCIAL SERVICES MANAGER MARY JACOBS 816 406 6789 7 Under Hours of Operations complete the following for each day of the week e Enter a From time e Enter a To time e Click the 24 hours box if applicable v 1 0 posted 07 05 2014 e Click the Closed box for each day the outreach organization is not open for business Eta Monday to Tuesday to Wednesday to Thursday to Friday to Saturday to Sunday to bbl _ 24Hours Closed LI E 8G E E E L E b E KR E To assign the same times for each day enter the From and To times for Monday Click on the icon in red The Monday hours will then apply to each day of the week v 1 0 posted 07 05 2014 8 Under Outreach Affiliations complete the following e Select the State e Click on one or more boxes assigned to the listed Local Agencies
48. Date 77 3 29 2013 Scheduled End Time Staff qualifications Verification of Identity and Residency Anthropometric Measurements C Notify Local Agency Clinic s w 0 T Print Task List Print Random Sampling Record Monitoring Results Save canet The Local Agency On site Monitoring percentage is updated to display the percentage of agencies scheduled The SWOT and Record Monitoring Results buttons are 2 Enable if an agency is scheduled 2 Disabled if a clinic is scheduled v 1 0 posted 07 05 2014 12 After scheduling the agency you may select or click the following e Notify Local Agency Clinic check box Select to send a communication to the agency detailing the date of the on site monitoring visit e SWOT button Click to document strengths weaknesses opportunities and threats e Print Task List button Click to print a copy of the functional areas and tasks selected to use during the monitoring visit e Print Random Sampling button Click to select a random sample of participants for the monitoring visit v 1 0 posted 07 05 2014 Task B Recording Agency and Clinic Monitoring Results Complete the following steps to perform this task 1 When an agency or clinic has been scheduled for monitoring and you are ready to record the results click Record Monitoring Results The Local Agency Monitoring Results pop up displays for the agency or clinic sele
49. Guardian 1 and Staff Name for all EBT transaction records Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid v 1 0 posted 07 05 2014 2 Under EBT Transaction Details select a clinic in Select Clinic and or a Start Date and End Date 3 Click Search to filter the results displayed The Transaction History grid updates and displays results based on the selection s Search EBT Transactions by Vendor amp Melissa Easley us Start Date End Date Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 POLLY FA
50. Ia I f J f I f d Ia a f g la I J d Ta f J Comments Ot Bo Ugg This is an appeal comment v 1 0 posted 07 05 2014 9 Click Save A status message displays indicating success and you are prompted to send a notification letter ef J Would you like to send JANE DOE a notification letter Yes m 10 Do one of the following e Click Yes to send a notification letter You are returned to the Case File screen e Click No to bypass the notification letter process You are returned to the Case File screen The Notifications screen can be used to e mail or print notifications as needed Refer to the Notifications scenario on page 5 1 for details Case File amp Frank Rizzo Create Date Investigation Monday January 09 2012 Hg PE Sanction Monday January 09 2012 Monday January 09 2012 v 1 0 posted 07 05 2014 Task F Recording Hearings Complete the following steps to perform this task 1 With a Case File open click Record Hearing The Case Fair Hearing screen displays Case Fair Hearing JOE CONTACT 2 PEEEEEEEEEEEBEEEDD DDD BPP PPPRPRREER BEERS Case File Number Date Opened FF00100000005 1 October 11 2012 Comments Family Participant eres REPLACE FIT x p Pass New 1 17 2013 4 34 PM l m ss Ruling Officer 77 Hearing Date 77 Hearing Location 17 es Sanction Status Ls v 1 0 posted 07 05 2014 Enter the Ruling Officer Enter or select
51. Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance 12 25 2012 Fa 1 25 2013 aa 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 Search EBT Transactions by Clinic amp JAN PARMAX ByPass ByPass rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 ByPass ByPass 3 Click Search to filter the results displayed The Transaction History grid updates and displays results based on the selection s 4 Select a record in the Transaction History grid and expand the Food Instrument Issuance Transaction Detail section by clicking the expand collapse arrow Select Clinic Central WV WIC Program D 1 15 2013 1 15 2013 Pf AL 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 16 2013 1 17 2013 1 17 2013 Issue Date 1 16 2013 Family ID F00200000001 Start Date WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance WIC Food Instrument Issuance Participant Name JANE DOE FI Serial Number 10004 Co
52. JE I i gt Jia es 2 Under Search Location select one of the following e All e State e Agency e Clinic Use the associated drop down list as necessary to further refine search criteria v 1 0 posted 07 05 2014 3 Complete information in one or more of the following to filter the list of results displayed in the Issued Formula Items grid e Start Date e End Date e Participant 4 Click Search to perform a search The Issued Formula Items grid refreshes and displays records matching the search criteria specified under Formula Items Issued to Participants Search Location all Agency Clinic Issued Formula Items Food Instrument Item Issue Date Issued To 1658 Nutramigen Enflora LGG Powder 12 6 oz 1 22 2013 10 42 27 AM MOM ACME 1673 Nutramigen Enflora LGG Powder 12 6 oz 1 22 2013 3 27 15 PM FORMULA M RETURN 1674 Similac PM 60 40 Powder 14 1 oz 1 23 2013 12 16 16PM PATTY Q MARTEN 1674 Similac PM 60 40 Powder 14 1 oz 1 23 2013 12 16 16PM PATTY Q MARTEN The Issued Formula Items grid displays the Food Instrument Item Issue Date Issued To for each formula food item issued that matches the search criteria currently specified under Formula Items Issued to Participants when Search is clicked Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid
53. Languag L Language Spo _ Physical Address _ Last Mame Like _ Last Mame like Maiden Name Date of Birth Number of days _ Last Name equal Maiden Name _ Date of Birth 30 days Arineae arena C Race _ Gender fc All Last Names Number of characters to compare C Street Addresses __ ZIF Codes Search Clear Criteria v 1 0 posted 07 05 2014 4 Click Search The Search Dual Participation screen refreshes and the Results grid updates and displays results based on the specified search criteria If the Advanced Search group box was expanded it is collapsed when the screen refreshes Search Dual Participation amp Frank Rizzo Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender Search Clear Criteria rotal Items 4 Participant Hame Date of Birth Participant Name Date of Birth ye _ SALLY REDFILE 11 15 2012 _ SALLY REDFILE 11 15 2012 D BILLY BROOMFIELD 11 14 2012 JEAN BROOMFIELD 11 14 2012 J BILLY BROOMFIELD 11 14 2012 LIZ BLAIR 11 14 2012 The Results grid displays the Participant Name and Date of Birth of each participant that matc
54. MILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 Card Holder Name POLLY FAMILY001 Cereal Adult All Authorized Peanut Butter 18 oz Whole Grains All Authorized Fruit and Vegetables Cash Value Benefit You have successfully completed the Search Transactions by Vendor process v 1 0 posted 07 05 2014 Request ACH Payment The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Requesting an ACH Payment cccccceeseeeseeeeeeeeeseseeeeseeeeaeeseeneeeeaeseeneenes 14 9 v 1 0 posted 07 05 2014 Task A Requesting an ACH Payment Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Request ACH Payment The EBT ACH Payment Request screen displays EBT ACH Payment Request amp JAN PARMAX TT A A aT O Payment Information Vendor Information Debit Amount Payor Vendor 17 eri Descriptive Purpose 1 credit ABA Routing Number Account Number Edit The EBT ACH Payment Request screen can be also be accessed using
55. MILY001 POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 PAULA FAMILY002 PAULA FAMILY002 v 1 0 posted 07 05 2014 4 Select a record in the Transaction History grid and expand the Purchase Transaction Detail section by clicking the expand collapse arrow Crossroads WIC Search EBT Transactions by Vendor amp Melissa Easley Select Vendor Start Date End Date p J1 JUU 1333 011110001444 011110610485 011110001222 000000006088 Congratulations Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 POLLY FAMILY001 POLLY FA
56. RD MEASUREMENTS WIC 42 GROWTH CHART GIRLS TO 36 MONTHS WIC 43 oooo0ccc 0c cc cc ccc cece cece cece Cc ecco cee Cco oO ROD 1 5 2 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Products in stock with MCH grid displays the MCH Item ID Product ID Item Description Package Description Quantity Available No Longer Listed and Backordered for each MCH product as the default Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid 2 View the list of products displayed in the Products in stock with MCH grid Congratulations You have successfully completed the MCH Product Inventory process v 1 0 posted 07 05 2014 Maintain Products This scenario explains the process of searching for products adding products and editing products This process includes the following tasks Task A Searching for Products c ccccesecesseseeeseseeeneseeseseeseeeneeeessossesensenenesoenenes 9 41 Task B Adding Products ccccceeeseeeeeeeeeeeeeeeneeeeaeeeeaneeeeaseeeaeeneaseananeeeeaeeneaseseanenens 9 43 Task C Editing Products soiiicccticnentecapccccnnatienanecamenteewsientcensaatiecentiapiensenensiesestaanenenncetienance 9 46 v 1 0 posted 07 05 2014 Task A Searching for Products Complete the following steps to perform this task 1 From the Home screen go to Operations gt I
57. RLAND PARK KS 66212 6621 119th Street OVERLAND PARK KS 66210 123 MAIN OSWEGO KS 67356 123 M OLATHE KS 66061 3842 82ND OSWEGO KS 67356 111K PARSONS KS 67357 7 A 7 rA rA A v 1 0 posted 07 05 2014 3 Edit the selected manufacturer as necessary Abbott Food f Address 17 p n 100 ABBOTT PARK ROAD 60064 NORTH CHICAGO 4 Click Save A status message displays indicating success You are returned to the Maintain Manufacturer screen and the grid is updated to display the changes Congratulations You have successfully completed the Maintain Manufacturers process v 1 0 posted 07 05 2014 Issued Formula ltems This scenario explains how to search for formula food items that have already been issued to participants This process includes the following tasks Task A Search for Formula Items Issued to Participant scccsseseeeeeeeeenees 9 62 v 1 0 posted 07 05 2014 Task A Search for Formula Items Issued to Participants Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Issued Formula Items The Issued Formula Items screen displays Formula Items Issued to Participants FRANK RIZZO a re S L a a ee cam soar aie o Eeen i 1 Ox Osik 12 30 2012 1 30 2013 w Agency Clinic 12345 x CLINIC Ontine Version0 50196146051600891 sCqa Crassroads WIC HEi Tn
58. Self Monitoring check box is selected and disabled automatically if 2 The selected agency is listed within the Self Monitoring grid 2 The agency is selected in the Current Monitoring grid v 1 0 posted 07 05 2014 If a clinic is selected for monitoring On site Monitoring or Self Monitoring must be manually selected 8 Within the Monitoring Team multi select list box select one or more staff scheduled to monitor the agency 9 Enter or select the following items to schedule an agency for monitoring e Scheduled Start Date e Scheduled Start Time e Scheduled End Date e Scheduled End Time 10 Select or unselect Functional Areas to Monitor as needed This grid displays functional areas defined during the setup process 11 Click Save A status message displays indicating success and the screen refreshes Local Agency Monitoring amp JAN PARMAX Federal Fiscal Year FFY 2013 Clinic CL2 DOUGLAS COUNTY WIC PROGRAM Clinic CL3 LEAVENWORTH COUNTY WIC PROGRAM Clinic CL4 DONIPHAN COUNTY WIC PROGRAM t LA1 Western Kansas Local Agency LA2 Wichita Area LA2 Wichita Area t LA3 Central Kansas t LA4 Northern Kansas A On Site Monitoring a Self Monitoring t LAS Kansas City Area Monitoring Team Z JAN PARMAX 4 C KRISHNA KARAVADI C ALAN WOOLSEY C SUKHADEV GUSAIN a Scheduled Start Date 77 3 25 2013 a Scheduled Start Time Scheduled End
59. Training Clinics 1 Date ir Start Time if End Time i Duration 77 CLZ Shenandoah valley 1y2aj2013 sa F E e se Training Type if Applies To Roles Breastfeeding Promotion and Support Title 77 Breastfeeding Promotion and Support Description Breastfeeding Promotion and Support Location ir Other Location 17 Ct OR Admin Buitcing Capacity Maximum Capacity if Staff i Assets JOE CONTACT Sarah Scheduler Charlie Clerk 13 Click Save A status message displays indicating success and you are returned to the Staff Training Master Calendar screen v 1 0 posted 07 05 2014 Task C Managing Staff Training Complete the following steps to perform this task 1 From the Home screen go to Operations gt Manage Staff Training The Manage Staff Training screen displays Manage Staff Training JOE CONTACT Location fr Sort By Training Types Local Agency LA2 Shenandoah Valley WIC Region 06 Jj Training Status _ Breastfeeding Promotion and Support J Child Nutrition and Health Clinics CL2 Shenandoah Valley Medical System Z Last Name Childhood Overweight Obesity J Counseling and Education Guides J Dietary Guidance M Fand Rimming snd Dranaratinn Staff Training Master Calendar Cancel T i r _ a sal 2 Under Search Criteria select one or more of the following options Select one of the following Location options o Lo
60. WIC categories from the WIC Category slider box Topic Settings yy Topic 77 Description 77 Topic Type 1 C Family Topic Exercising Exercising Secondary pic Method agor Maintain Online Provider Cancel 5 Click Add The status message displays indicating the Nutrition Education Topic Exercising was saved successfully The screen refreshes and displays the new topic on the Topics grid _ Individual Topic Type Family Topic WIC Category Exercising Family Exercising Secondary No Group Individual Child v 1 0 posted 07 05 2014 Task B Searching and Editing a Nutrition Education Topic Complete the following steps to perform this task 1 Under Topics select one or more of the following e Family e Individual e Classes e Enter Topic 2 Click Search The screen refreshes and the nutrition education topic displays on the Topics grid Nutrition Education Topic Maintenance amp JOE CONTACT OO Description Topic Type FamilyTopic _TopicMethod Breakfast Primary Yes Online Internet a Topic Settings yy 7 Active Topic 16 Description 77 Topic Type 16 Z Family Topic Breafest o Breakfast Topic Method 77 i Maintain Online Provider 3 To edit a topic highlight the topic on the grid and the details will appear under Topic Settings Make changes as necessary 4 Click Update The status message displays indicating the nutritional
61. Weight Gain Obese BMI 30 0 Maternal Weight Loss During Pregnancy 1st Trimester Maternal Weight Loss During Pregnancy 2nd and 3rd Trimester High Maternal Weight Gain High Maternal Weight Gain UnderWeight High Maternal Weight Gain Normal Weight High Maternal Weight Gain Overweight High Maternal Weight Gain Obese Failure to Thrive Inadequate Growth Inadequate Growth A low rate of weight gain over a six 6 month period Low Birth Weight or Very Low Birth Weight Infants and Children less than 24 months old Prematurity Infants and Children less than 24 months old Small for Gestational Age 101 Body Mass Index BMI lt 18 5 Underweight Low From the Home screen go to Operations gt Setup gt Maintain Risk Codes The Maintain Risk Codes screen displays v 1 0 posted 07 05 2014 Task B Enter New Values for the Risk Code Complete the following steps to perform this task 1 Make the necessary change to one or more of the following parameters for the risk code e Code e Description e High Risk e Active e Type Code Description High Risk Active Type il Tr Some of the Risk Code parameters are disabled The Active indicator is available for all risk codes The High Risk and Types fields are available for update on select entries The user can not add new risk codes 2 Click Save A status message indicates the changes to the risk code were successful Congratulations You
62. ae nen sses eni J suon 7 dei Dietary Assessment Does your child take any vitamin supplements Family Assessment JIRA Ticket 8710 Can I modify this question without receiving an unhandled exception Family Assessment j i JIRA Ticket 8710 Modify answer with out getting a unhandled exception Family Assessment No Will this change the sort order Participant And Program Characteristics Study i i April data file Raed ae ee ios m me ee Re me mee WIC Category Dietary Age fr C Infant 0 4 Months C Infant 5 8 Months C Infant 9 12 Months 2 Under Filter By select or enter one or more of the following e Dietary Assessment e Family Assessment e Participant and Program Characteristics Study e Question Text 3 Click Search The grid is updated to display results of the search Filter By Z Dietary Assessment 7 Family Assessment _ Participant And Program Characteristics Study aie Keel Are you consuming folic acid from fortified foods and or taking a folic acid supplement daily Are you lactose intolerant physician dx Are you on a special diet prescribed by your doctor Check all the problems your baby had in the last month v 1 0 posted 07 05 2014 Task B Modifying an Assessment Question Complete the following steps to perform this task 1 To modify a question select the question by clicking on the row in the Questions search grid The Question Settings in the lower panel pre fills with the
63. alth Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health Assigned Risk Factors Bee eee ee ee Identification Document Issue EBT Card Certification Signature Certification Summary Family Alerts Notes Scanned Documents Care Plan Summary Care Plan Detail BER PPP ee ee ee le Referral Program Nutrition Education Maintain Goals Prescribe Food Issue Food Instruments Issue FM Food Instruments Food Instrument List Replace Current Benefits Return Formula EBT Activity History Subsequent Certification 3 Check the boxes under Navigation Links as needed selected room Navigation Links By Clinic Room Clinic Room Clerk Room Navigation Links Family Demographics Family Assessment Participant Demographics Participant Demographics Income Information Health Information Health Information Anthro f Lab Eco Social Assessment Dietary amp Health Assigned Risk Factors Identification Document Issue EBT Card Certification Signature Certification Summary Family Alerts Notes Scanned Documents Care Plan Summary Care Plan Detail Bee ee 2 ee 8 ee eee SKOS Referral Program TE 4 Click Save A status message displays Congratulations You have successfully completed the Correlate Clinic Rooms to Navigation process 00000 DO DOGODO Go Nutrition Education Maintain Goals Prescribe Food Issue Food Instruments Issue FM Food Instruments Food Instrumen
64. an event defining the event and managing staff training once an event has been defined This process includes the following tasks Task A Navigating to the Master Calendar and Scheduling an Event 11 2 Task B Defining the Training EVent ccccccsesceeeseeeeeseeeeeeeeeeaeeeeeeseaseaeaeeeneeeeneneas 11 5 Task C Managing Staff Training cccssseessesseeeeseeeeeseeseeneeseeeseeseenseeeeeseseneneeees 11 6 v 1 0 posted 07 05 2014 Task A Navigating to the Master Calendar and Scheduling an Event Complete the following steps to perform this task 1 From the Home screen go to Operations gt Manage Staff Training The Manage Staff Training screen displays Manage Staff Training amp JOE CONTACT a Location fr Sort By Training Types Local Agency LA2 Shenandoah Valley WIC Region 06 A Training Status _ Breastfeeding Promotion and Support _ Child Nutrition and Health Ginics eis C Childhood Overweight Obesity _ Counseling and Education Guides F Dietary Guidance M Fand Riinan snd Dranaratinn Navigation 4 January 2013 Su Mo Tu We Th Fr Sa w 2 A 31 View Filters Z Shenandoah Valley Medical System Quick Links New Staff Training Event Cancel Staff Event Staff Training Event Search v 1 0 posted 07 05 2014 The screen above displays the master calendar for one clinic location only Multiple calendars can be displayed at once by check
65. and individuals such as health or social service organizations church groups and physicians that have contact with potential WIC participants specific to each local agency and clinic This information can be entered updated at the state local and or clinic level This scenario explains the process of capturing information on outreach organizations sites and individuals for a clinic local agency or state This process includes the following tasks Task A Adding a New Outreach Organization ccssscccssseseeeeeeeseeeeseeeeesesennenees 6 2 Task B Searching and Editing an Outreach Organization cccsssceseseeseeeeeeeeeees 6 7 v 1 0 posted 07 05 2014 Task A Adding a New Outreach Organization Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Outreach Organizations The Maintain Outreach Organizations screen displays Maintain Outreach Organizations m Frank Rizzo Organization ID State yencies i De Kansas wic C LA1 Central wv WIC Region 02 C c10 Clinic Name 51 Outreach Organization Type C LA2 Shenandoah Valley WIC Region 06 CL11 Clinic Name 52 Coo B C LA3 Marion County WIC Region 03 1 c12 Clinic Name 53 Outreach Organization Name C LA Local Agency 4 _ CL13 Clinic Name 54 C LAS Local Agency 5 L L14 Clinic Name 55 2 Click Add New Outreach Organization The Maintain Outreach Organization screen displays
66. and then assigned to a user role at the state local agency or clinic level This process includes the following tasks Task A Adding a Customer Service Issue ccceeseeeeeeeeeeeeeeeeeeeeeeeneneeseneneeseeeeeaes 4 2 Task B Searching for Customer Service ISSUCS c cccceeseeeeeneeeeeeeeeeeeeeneeneeneeeees 4 4 Task C Editing a Customer Service ISSUC 0 cceececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeneeees 4 9 Task D Assigning a Customer Service ISSUC sccceeeseeeeeeeeeeeeeeeneeeeneeeeneennenenes 4 11 v 1 0 posted 07 05 2014 Task A Adding a Customer Service Issue Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Customer Service Issues The Maintain Customer Service Issues screen displays Maintain Customer Service Issues amp JOE CONTACT Issue Creation Date Range Start Date C B Issue Reported By Family Partipant Other Family Particpant Policy amp Procedure wic Staff Anonymous wic Staff Other Vendor Vendor 2 Click Create New Issue The Create Customer Service Issue screen displays Create Customer Service Issue amp JOE CONTACT Issue Creation Date 1 Incident Date 77 Target Resolution Date 1 Issue Status 7Y Confidential 1 15 2013 E 1 15 2013 E 2 14 2013 E open _ Issue Reported By r Issue Reported About fr Issue Type 77 Description of Issue 1 Family Particpa
67. aring Monday January 09 2012 v 1 0 posted 07 05 2014 Task G Editing an Existing Case File Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Case Files The Maintain Case Files screen displays Maintain Case Files amp JOE CONTACT tow Gr 2 Enter or select search criteria Click Search The grid displays the results of the search January 11 2013 January 7 2013 January 7 2013 December 31 2012 November 30 2012 November 30 2012 Open Date October 11 2012 Thursday January 17 2013 Famit REPLACE FIT 15918 W123RD STREET j Thursday October 25 2012 OVERLAND PARK KS 66210 Thursday January 17 2013 Thursday January 17 2013 v 1 0 posted 07 05 2014 Within the Recorded Actions grid click Select Action W on the desired action One of the following screens display e Case File Investigation e Case File Sanction e Case File Appeal e Case File Fair Hearing Edit the screen information as necessary Click Save A status message displays indicating success and you are returned to the Case File screen v 1 0 posted 07 05 2014 Task H Closing a Case File Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Case Files The Maintain Case Files screen displays Maintain Case Files amp JOE CONTACT tow Gn 2 Enter or select search criteria Click Sea
68. ason Investigators Reason 2 JOE CONTACT Sanctions Claims Suggested Sanction Suggested Term Type 2 3 Months Suggested Claim Claim Due Date Name of Appellant 17 Reason for Appeal ir Appeal Request Date 17 REPLACE FIT Reasoni Last Date to Appeal Sanction Status Sencton ohea m Modify Sanctions The Date of Appeal must be greater than the Notification Date TE The Date of Appeal must be greater than the Claim Due Date v 1 0 posted 07 05 2014 6 Click Modify Sanctions to modify the previously entered sanction information The screen refreshes and displays the sanction information in an editable form Note that if you click Modify Sanctions and navigate away from the Case Appeal screen any changes you made to the appeal information will not be saved The Modify Sanctions button should be used only if you are reviewing a Case Appeal that has already been saved and to which no changes have been made 7 Update the sanction information as necessary Case File Number Date Opened FROOZ00000033 2 November 1 2012 Family Participant MOM ACME Investigation Investigation Reason Investigators Reason 3 John Wolfa Madison Wolfa Sanction Term 17 Est Term Start Stop 3 Months w Claim Due Date Notification Revd Date 12 1 2012 E Sanctioned Individuals 8 Enter appeal Comments if necessary A A A AA A A SA A A A A f J f I f E I I f f I a T Ta la J d I la la
69. ation message also displays Duplicate Individuals amp Frank Rizzo REDFILE Family SALLY REDFILE amp Family ID F00200000004 ot Participant ID KS0020000010 O c New Family 25 SECOND Age 2 months WIC Ca Infant Family Search OVERLAND PARK KS 66210 tegory In E 2 Certification Detailed Participant Information i Participant Name SALLY REDFILE PA a Participant ID KS0020000010 ir l 2 SALLY REDFILE re Family ID F00200000004 Participant Demographics Infant Date of Birth 11 15 2012 Pg Category Infant Income Information 7777 COLLEGE Age 2 months 5 i i Status Active Certified Health Information OVERLAND PARK KS 66210 Clinic CL2 Shenandoah Valley Medical System ETa ni ft 11 14 2013 Anthro Lab Risk 11 15 2012 Eco Social Assessment Feb 2013 Available Dietary amp Health Mar 2013 Available Assigned Risk Factors Apr Available Identification Document Certification Signature Certification Summary Family Alerts Notes Scanned Documents ie Care Plan P Issue Benefits aa Journal of Transactions a Subsequent Certification aE Scheduling System Family Appointments Quick Appointments Clinic Master Calendar 13 Under Duplicate Participants click the duplicate individual listed to dismiss the Detailed Participant Information message The duplicate individual s details display A SALLY REDEILE Participant ID KS0020000012 Status Active Certified Infant Date of Birth 11 15 2012 Certi
70. cal Agency o Clinics Location Local Agency 002 Shenandoah Valley WIC Region 06 Clinics The Local Agency option is enabled only when you are logged into the local agency level If you selected a clinic location during the login process only the Clinics option and the selected location are available e Enter User options o Enter a Last Name v 1 0 posted 07 05 2014 o Enter a First Name o Uncheck Active Users Only to include inactive users if necessary WJ Active Users Only p Use partial names to broaden search criteria e Select the Sort By options as necessary Sort By J Training Status Pa Last Name e Select one or more Training Type options as necessary Training Types O Breastfeeding Promotion and Support O Child Nutrition and Health _ Childhood Overweight Obesity a Counseling and Education Guides _ Dietary Guidance 1 Frand RBiwinn and Prenaratnon 3 Click Search The Search Results grid displays the results of the search Congratulations You have successfully completed the Manage Staff Training process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 12 DISCONNECT OPERATIONS Data Synchronization The Crossroads WIC application can be used on a laptop computer while disconnected from the network The Disconnect Clinic screen allows you to load WIC data onto a local version of Crossroads and check out a clinic for offline use You will then use the sa
71. cations to WIC participants by e mail text print or phone This process includes the following tasks Task A Searching for Notifications cccccceseeseseeeeesenseeeseeenseeenseeeseseneeensesenseneees 5 2 Task B Previewing and Printing a Single Notification cccccessseeeeeeeeeeeeeeeneeeens 5 3 Task C Printing Multiple Notifications ccccceseeeeseeeeeeeeeeeeeeeeeeeeeeneeeeeseeeeneeeeneenens 5 5 Task D E mail Text Multiple Notifications ccccccecceseeeeeeeeeeeeeeeeeeeeeseeeeeeeeaeeeenenes 5 7 Task E Completing Multiple Notifications by PhOne ccccssseesseseeeeeeneeseeeeeees 5 9 Task F Deleting Notifications from the QUeUGC cceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeneees 5 10 v 1 0 posted 07 05 2014 Task A Searching for Notifications Complete the following steps to perform this task 1 From the Home screen go to Operations gt Notifications The Notifications screen displays J E Mail Text L Phone Appointment Type Appointment Status Sent By E mail Print Mailing Labels 17 aaa System Default w dae e at nplet nmi i Cancel 2 Under Search Criteria select one or more options to search for notifications 3 Click Search The screen refreshes and displays the results in the Search Results grid Communication Method _ Appointment _ Appointment Date From Search Clear Criteria _ E Mail Text C Phone
72. ccccccsseeeeeseeseeeecececeeceeeeeseauaaesseseeeeeeeeeeeeeess 15 63 Maintain Communication Types ssasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnna 15 66 Task A Create a New Communication Type cccccseeeecceeeaeeeeeeeeceeeeeeeeeeaeeeeeeessaeeeeesessaeeeess 15 67 Task B Modify an existing Communication Type 0annsenoannnnonennnnesennenensnnnrresrnnrrensrnrrernnnne 15 70 Maintain Functional Areas c cccccecencsccscencencececencenesceneeneeaeueeneeaesneensneenesneneeneeaes 15 72 v 1 0 posted 07 05 2014 Task A Adding a Monitoring Task for Each Functional Area cccccccccsseeeeeeeeeeseeeeeesaaeeeeees 15 73 Task B Creating New Functional Pie S tii ctinvenadtortadtnerusieane unin nicnvananinianddtuiauluaueilunduutieuanaieins 15 74 Maintain RISK COGCS sronda r a a 15 75 Task A Select the Risk Code to Maintain seciccescsc ccctrintcecenivaiccceseeeceocies caasinidsapelenddaterdbastecicaat 15 76 Task B Enter New Values for the Risk Code icizec scstesicteecees Sosnaideee las eacattibiveedee sd eahiedolent 15 77 16 MAINTAIN CLINIC DASHBOARD ROOMS 0 cccccccseeeeeeeeeeeseeseeenesenseseneeoneeneaes 16 1 Maintain Clinic Dashboard ROOMG ccccccssseceeseseeseeneeceseeeeseeeaseeesesnseeenseenseoenes 16 1 TISKA Maintaining CINIC ROON S recse enro E E EA EE EET 16 2 17 CORRELATE CLINIC ROOMS TO NAVIGATION 0 cccceeeceeeeeeeenecneeeneeneeeneeees 17 1 Correlate Clinic ROOMS
73. ce _ Appointment Type Appointment Date Appointment Status Attachments X E F00200001032 HELEN DOE Phone Food Benefit Issuance 01 15 2013 Canceled x a Fa F00200000133 DEBBIE BERGERON Mail Food Benefit Issuance 01 16 2013 Scheduled I F00200000133 DEBBIE BERGERON Mail Nutrition Education Individual 01 16 2013 Scheduled Xx oO 1 _ 00200000074 SUSAN BROWN Mail Food Benefit Issuance 01 16 2013 Scheduled x E 1 F00200000074 SUSAN BROWN Mail Nutrition Education Individual 01 16 2013 Scheduled xX g 1 F00200001019 ARETHA DOE Mail Food Benefit Issuance 01 16 2013 Scheduled pa _ Fo0200001019 ARETHA DOE Mail Food Benefit Issuance 01 16 2013 Scheduled x g 1 F00200001019 ARETHA DOE Mail Nutrition Education Individual 01 16 2013 Scheduled x a 1 _ F00200001019 ARETHA DOE Mail Nutrition Education Individual 01 16 2013 Scheduled x oO 1 _ 00200001097 TAMMY GRAY Mail Initial Certification 01 16 2013 Scheduled a Sent By E mail Print Mailing Labels 7r System Defaut E vs a A gt chments Preview Communication Complete Communications Cancel v 1 0 posted 07 05 2014 3 Select Yes if you would like to Print Mailing Labels 4 Click Preview Communication The Communication Preview screen displays Communication Preview DEBBIE BERGERON 23323 OLATHE KS 66062 Dear DEBBIE WIC appointment is scheduled for Date 1 16 2013 Time 9 45 AM WIC Office Location and Phone 10721 R
74. ciliation Exception process v 1 0 posted 07 05 2014 Redemption Discrepancies The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Viewing EBT Redemption Discrepancles cc scccceeeeeeeeeeeeeeeeeeeeneees 14 18 v 1 0 posted 07 05 2014 Task A Viewing EBT Redemption Discrepancies Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Redemption Discrepancies The EBT Redemption Discrepancies screen displays EBT Redemption Discrepancies m JAN PARMAX f The EBT Redemption Discrepancies grid displays the Fictional Participant ID Family ID Name Participation Month Discrepancy Reason for all EBT redemption discrepancies Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid Congratulations You have successfully completed the Redemption Discrepancies process v 1 0 posted 07 05 2014 Food Override Tool The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Using the EBT Food Override TOO
75. ck Save A confirmation screen displays with the message Would you like to Assign this Customer Issue e Click Yes to assign the issue e Or click No to return to the Maintain Customer Service Issues screen Newly created customer service issues can be assigned to the state a local agency or a clinic location For more detail see Task D of this scenario v 1 0 posted 07 05 2014 Task B Searching for Customer Service Issues Complete the following steps to perform this task 1 From the Home screen go to Operations gt Maintain Customer Service Issues The Maintain Customer Service Issues screen displays Maintain Customer Service Issues amp JOE CONTACT Target Resolution Date Range Start Date Incident Date Range Start Date Issue ID Issue Creation Date Range Start Date Issue Reported About Family Particpant Policy amp Procedure Other Issue Reported By Family Partidpant Other Anonymous wIc Staff wiIc Staff Vendor Location Vendor Create New Issue 2 Under Customer Service Issue Search complete one or more of the following criteria e Enter an Issue ID e Select an Issue Type Civil Rights Type 1 Type 2 e Select an Issue Status 3 Within Issue Creation Date Range enter or select the following e Enter or select a Start Date e Enter or select an End Date Issue Creation Date Range Star
76. ct the Duplicate check box for the individual that C gt Dual Participation Details amp Frank Rizzo KS0020000012 SALLY REDFILE Family F00200000005 SARA REDFILE WIC Category Child DOB 11 15 2012 Local Agency 2 Shenandoah Valley WIC Region 06 Birth Weight 7b 0 oz Clinic 2 Shenandoah Valley Medical System Gender F Certification Start Date 1 28 2013 End Date 11 14 2013 Parent Guardian 1 SARA REDFILE 7777 COLLEGE LY Are you sure you want to link these records v 1 0 posted 07 05 2014 7 Click Yes to confirm the link When clicked the potential duplicate flag is removed from both records and the Search Dual Participation screen refreshes and displays a status message confirming success The selected records are removed from the Results grid and they will no longer display as search results when future searches are performed on the Search Dual Participation screen Pre defined Search Definitions F Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender _ Date of Birth __ Participant Name 11 14 2012 _ JEAN 11 14 2012 LIZ BLAIR ee ee i ah
77. cted Local Agency Monitoring amp JAN PARMAX f Federal Fiscal Year FFY t LA1 Western Kansas Clinic CL2 DOUGLAS COUNTY WIC PROGRAM Clinic CL3 LEAVENWORTH COUNTY WIC PROGRAM t LA3 Central Kansas ini CL4 DONIPHAN COUNTY WIC PROGRAM t LA4 Northern Kansas LAS Kansas City Area C KRISHNA KARAVADI C ALAN WOOLSEY C SUKHADEV GUSAIN 3 25 2013 a8 Scheduled Start Time 3 00AM L Scheduled End Date 17 3 29 2013 gt Scheduled End Time Inot tacai agency cink EEH R Save m g Record Monitoring Results amp JAN PARMAX f itori itori Monitoring Start Date 7t Monitoring Start Time Z DIANE PAIOLETTI 4 GZ HELENA YOUNG 3 25 2013 F 9 00AM L c Z JAN PARMAX C MICHAEL SCHOPPER Monitoring End Date 77 Monitoring End Time c C KRISHNA KARAVADI C RUPINDER ARORA 3 29 2013 a Z ALAN WOOLSEY a C STEPHEN BOLL Certification gt _ Staff qualifications Nutrition Education Verification of Identity and Residency Anthropometric Measurements Monitoring Task C Monitored Monitoring Task Findings C Follow Up Action Required View Documents v 1 0 posted 07 05 2014 Within the Monitoring Team multi select list box select one or more staff members who performed the monitoring Within the Monitoring Contacts multi select list box select one or more contacts who participated in the monitoring Enter or select the following it
78. cteristics Study screen is used to fill out the worksheet for transmitting April data files as well as to create and send the MDS minimum data set and SDS Supplemental data set files This process includes the following tasks Task A Filling out the Worksheet for Transmitting April Data Files 19 2 Task B Creating and Sending the Initial MDS and SDS File sssseeeeeees 19 4 Task C Creating and Sending the Reviewed MDS and SDS File 05 19 6 Task D Creating and Sending the Final MDS and SDS File cssssseeeeeeees 19 8 v 1 0 posted 07 05 2014 Task A Filling out the Worksheet for Transmitting April Data Files Complete the following steps to perform this task 1 From the Home screen go to Operations gt WIC Participant and Program Characteristics Study The WIC Participant and Program Characteristics Study screen displays WIC Participant And Program Characteristics Study Frank Rizzo a O Lon fy 1 Name title phone number and fax number of person able to answer questions regarding State data submission Please provide email address if available C NAME 2 Is racial ethnic data reported using the 3 digit code the series of 6 yes no questions or some other format CHECK ONE ANSWER BELOW 3 DIGIT CODE PROVIDED IN GUIDANCE SERIES OF 6 YES NO QUESTIONS SOME OTHER FORMAT DESCRIBE eee 3 When is breastfeedin
79. ctions When the monitoring task recording is complete select the next monitoring task A new monitoring task displays and a green check is placed under Monitored and Follow Up if applicable FAVENVVORIA C N NIC PROGRAM 4 itoring itoring Monitoring Start Date 7 Monitoring Start Time Follow Up Due Date 17 C ROGER GROVE C Frank Rizzo 1 23 2013 a 2 14 2013 a Staff qualifications Verification of Identity and Residency __ Anthropometric Measurements Monitoring Task Z Monitored Monitoring Task Findings Stature measurements not according to standards Z Follow Up Action Required Follow Up Actions Follow Up Action Details Anthro training needed for clinic tech staff Follow Up Corrective Actions If a Follow Up Action has been recorded two new fields become enabled Follow Up Due Date and Follow Up Completed Date A value must be entered into the Follow Up Due Date field before saving v 1 0 posted 07 05 2014 12 When all tasks have been documented click Save Congratulations You have successfully completed the Local Agency and Clinic Self Monitoring process v 1 0 posted 07 05 2014 Local Agency and Clinic Analysis This scenario explains the process of using the Local Agency and Clinic Analysis feature This function allows the creation of a number of reports based on parameters selected by the user This process includes the following tasks Ta
80. d New Secondary Nutrition Education Subtype screen displays gp Initial Certification gp Subsequent Certification Pd Food Benefit Issuance X RD Counseling Applies to WIC Category s C Select all _ Pregnant _ Breastfeeding _ Non Breastfeeding _ Infant _ Child L Enabled Appointment Duration in minutes C Available Online Default Minimum if Maximum ff Incremental 1t Elop Accessenabled Ll il Cl CL _i _ Allow Gverbooking l 2 Within the Add New Secondary Nutrition Education Subtype box complete the following e Enter the Name e Check Select All or one or more boxes within Applies to WIC Category s e Click one or more boxes for o Enabled o Available Online o Open Access Enabled o Allow Overbooking v 1 0 posted 07 05 2014 3 Under Appointment Duration in minutes complete the following e Select Default e Select Minimum e Select Maximum e Select Incremental Name oF NE Benefit Issuance Applies to WIC Category s J Select All Wi Pregnant Breastfeeding yf Non Breastfeeding yl Infant 4 Child Enabled Appointment Duration in minutes I Available Online Default 17 Minimum if Maximum if Incremental 17 _ Open Access Enabled _ Allow Overbooking 4 Click Save The status message displays indicating Breastfeeding Class Nutrition Education Appointment Type was saved successfully The screen refreshes and the new breastfeeding
81. d Statistics button and you are directed to the Clinic Statistics screen Clinic Statistics amp JOE CONTACT 7694 CLINIC 31 Food Cost ih Reporting Period Current Month To Date Food Cost Participant 0 Total Food Cost 0 00 Certifications uh Reporting Period Current Month ToDate m Clinic Total Certifications Clinic Space to Caseload Ratio uh Reporting Period Year Current Month To Date D Clinic Space Caseload Sq Ft 0 Appointments th Standard Operation 4 Walk In Operation f Open Access Operation Reporting Period Year Month Current Month To Date 7 Number of Appointments Scheduled 0 No Show Rate 0 0 Number of Appointments Attended 0 Total Walk Ins 0 Number of Appointment Types Attended Appointment Type Families Individuals NoShow Rate Walk Ins Caseload to Staff Ratio uh Reporting Period Current Month To Date m Assigned Clinic Caseload for Reporting Period Clinic Caseload to Staff Ratio Local Agency Average Caseload to Staff Ratio State Average Caseload to Staff Ratio Cancel Selecting the Clinic Master Calendar button displays the appointment scheduling screen Click the Manage Staff Training button to manage staff training as needed v 1 0 posted 07 05 2014 Task C Adding User to Location Complete the following steps to perform this task 1 Click the expand collapse arrow on the Manage User Roles container at the bottom of the Clinic Details screen The lis
82. d as necessary 9 Enter Comments as necessary 10 Click Reserve The Search Product Inventory screen refreshes and displays a status message indicating success The Inventory Search Results Items grid refreshes and displays the updated On Hand Quantity and a new record displays the Reserved inventory items 8 Count Battery Pack Similac PM 60 40 Powder 14 1 oz Disposable Nursing Bra Pads Similac PM 60 40 Powder 14 1 oz F i Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump tN w Single Deluxe Electric Breast Pump EBT Card ID Card Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz Nutramigen Enflora LGG Powder 12 6 oz k o oO Farmers Market Booklet Medula o o m Cj Cj CJ Z o a o Z Cj Cj Transfer Dispose Return Items v 1 0 posted 07 05 2014 Task G Disposing of Inventory Complete the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Search Product Inventory amp JAN PARMAX fs Expiration Date Search Type a Ce sre Inventory Status Z Non Serialized Sry ae L Only Low Inventory CL2 Shenandoah Val 7 r4 Disposable Nursing Bra Pads 40 rd 8 Count Battery Pack On Hand Single Electric Pump 8 Count Battery Pack On Hand Collection Bottle with solid lid 8 Count Battery Pack On Hand Breast sheilds Softfit 2 pack 8 Coun
83. d recording local agency and clinic monitoring and setting up and maintaining operational areas for use in the module Major functions of this module include the following Maintaining Inventory Used to search for order issue dispose of and return product inventory Recording and Analyzing Monitoring Visits Used to schedule and record local agency and clinic monitoring visits including self monitoring and generate analysis reports Setting Up Clinic Operations Used to create and maintain local agencies clinics appointment types nutrition education topics training topics assessment questions and functional areas for use in the Clinic module Searching Dual Participation Used to search for and resolve possible cases of dual participation in the Crossroads WIC system Manual Content This manual includes the following components organized in the order indicated Table of Contents TOC Lists each documented training scenario included in this manual The TOC is organized to complement the delivery of instructor led classroom training Similar scenarios are grouped together by major system functions Use the TOC to look up training scenarios first by function and then by scenario title Training Manual Overview Outlines the content of this manual and explains how this manual can be used It includes information about the general structure of this manual and tips to help you get the most out of it
84. decwaisussaunadesnacnanassensweeneedoeseseediecsseuedes 15 1 Task A Adding a New Appointment Type scx cccesentendscanl an bicebenneenehanectinstsniveeniectsenbiseklcpesainaceigebans 15 2 Task B Adding New Nutrition Education Subtype ssssessssssssssssennnnsnsssrnnnrrreesnernnrnrressrnnnnnnnes 15 5 Maintain Nutrition Education TOpICS cccccceeseseseeeseeneeeeeseeesenseeaseenseenseeeeenseeenees 15 8 Task A Adding a Nutrition Education TOPIC ssccisiiniiosnineni aaa 15 9 Task B Searching and Editing a Nutrition Education TOpic cccccccccssssseeeessessseeeensenseeees 15 11 Task Walang Online Frovidor S eier E A 15 12 Maintain Training TypeS sasssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn nnna 15 13 Task A Maintaining Training TYDES osisssa a iaai 15 14 Task B Adding and Editing Training TYDES sirrepiornancnan a E R E 15 18 Mainta iM ASSE lS nia E a aa a a 15 20 Task A Adding ASSEUS cccccccccseseeceecceeseeeeecseeseceeecsaaseceeesaaeseeeesssuaseceeessaaseceeessaaseceessaaaess 15 21 FS Be OIA NSS SUS vee E os E E AE aisha dante usd etvsneteidvawecaay 15 23 Task C Disable ASSC1S css vensceotevian ceva beter a eds a ES EAE a 15 25 Task D Enable Previously Disabled ASSets ccccccssccccccessseceeeceeseeeeeseeeeeeeeesaaaseeeeessaaeeeess 15 26 Maintain Referral Organizations cccceseeceseceesseeseeeseeenseeeeeeeenesnseonseseaeeeeeesons 15 27 Task A Create New Re
85. e e Select the Description e Enter the Start Date e Enter the End Date e Enter the Manager Name optional m m m AUU CAM pa ALLL iaa mr ia F Activity Information Activity ID Activity Name 1t Shopping trip tour of grocery store for selection of healthy foods Start Date 1 6 Click Save The status message displays indicating the campaign activity has been added successfully The screen refreshes and the new activity displays on the Campaign Activity grid Campaign ID Campaign Name 77 Start Date 77 State Agency dine acl campain mas 2013 i Crossroads wic Qtar Centraiwv wic R 3 I C1 Central wv WIC Pre 3 Z LA2 Shenandoah Valley j Z CL2 Shenandoah Valley J End Date Fall Off Date 7r Budgeted Cost C LA3 Marion County WIC Z CL3 Jefferson County V 3 31 2013 aa 4 6 2013 E 30 000 00 Z CL4 Morgan County WI 7 A J Actual Cost Manager Name Description 17 0 00 Joe Smith Please enter the campaign description here Outreac J j 7 ACUVIUIeS Name StartDate End Date _ Shopping Trip 1 15 2013 1 17 2013 Bob Sherman Tour of grocery store for selection of healthy foods Congratulations You have successfully completed the Maintain Outreach Campaigns process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 8 MAINTAIN CASE FILES Maintain Case Files This scenario explains the process of searching for case files
86. e Telephone Number optional if entering email e Enter the Email Address optional if entering telephone number e Enter the Fax Number optional e Enter an Alternate ID e Enter Clinic Space Sq Ft e Select the Altitude Range Ft e Enter the Referral Radius Miles optional e If using EBT check the EBT Status box e Enter or select the Start Date e Enter or select the End Date 4 Under Effective Period complete the following e Select the Start Date e Select the Close Date optional e Select the Close Completion Date optional _Create And Maintain Clinic Name ir Local Agency if CLINIC 31 123 JOHNSON COUNTY HEALTH Telephone Number ir Email Address 17 Fax Number 913 434 2345 OR _ EBT Status J Alternate ID ir 7694 Clinic Space Sq Ft Start Date Altitude Range Ft ir Effective Period Start Date ir Referral Radius Miles Po v 1 0 posted 07 05 2014 5 Within the Clinic Default Hours of Operation Select a day from the Week Starts On drop down list 6 Click the boxes for Default Working Days and Hours 7 Select the From time 8 Select the To time Week Starts On if Default Working Days and Hours 1t Wl Monday 4 Tuesday y Wednesday Thursday 4 Friday Saturday _ Sunday From To 445PM tw Li uf on fo Ef 5 JE EJ he JE m ki E ca T
87. e aaa Eain 9 27 Task H Returning HAV GION Y sirrini aad nc ivekeanlsamuad ecto 9 30 Search Orders and Transfer REQUESTS cccsseeceseeceneeeeneesenneeeeneeseneeseeneseneenes 9 33 Task A Search and Locate the Transfer Request ccccccseeeeeceeeeeecseeeeeceesseeeseeseesseaeeeeees 9 34 Task B Approve or Disapprove the Transfer REQUEST ccccccecseeeeeceeeeeeeeeeeeeesseeeeeeneeeeeens 9 36 MCH Product INVENtOTy wssieceeccaices gence ce chive ccesin na cacesecuvuebeecscseenttucsedteadeesveouksueweuenteactenes 9 38 Task A View the MCH Product Inventory osc ic deren estate lentetscctoteyeinne tate setae olenctensentesenetadeteneckte 9 39 Maintal ProdUCIS sis ccvecienre cxtetcaes exniecenecientesncineecepmennvesawacenneneiewsaswnesweskvecuentencenmpseneiptnends 9 40 Task Ay Sear Ching tor PROOQUECIS sis te shtawictctilaeder einiadaaaieh a a a 9 41 Task B A PrOQUens arrra a E E sete dial Levee A a 9 43 Task O Editing Prod loeser ea a aaa eai 9 46 Maintain TYPES ws hescectscnntienticuteritoesticeaueccacei A a i a 9 49 Task Ac Adding ani Inventory Type cscs reve ssande Snel a e a a a EE ERNA 9 50 Task B Editing an Inventory Type ressarrar E SE 9 53 Maintain Man factUrerS secs ccicsccnci te cncecetcecanctentiines teccsxeetemtiinceieeihewzenccieseeestteneenceineeeees 9 56 Task A Adding a New Manufacturer ccccccccceecccceceeeeeeeeeesaeseceeeeseeeeeeeesseaeeeeeessaaeeeeessaaeeeees 9 57 Task B Editing a Manufactu
88. e breast pump issuance process This process includes the following tasks Task A Searching for Assessment QUeSTIONS ccceeeeeeeeeeeeeeeeeeneeeeeeeeeeeseeeees 15 61 Task B Modifying an Assessment QUeSTION cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeees 15 63 v 1 0 posted 07 05 2014 Task A Searching for Assessment Questions Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Breast Pump Issuance Questions The Manage Breast Pump Issuance Questions screen displays Manage Breast Pump Issuance Questions Frank Rizzo 2 Do you only expel milk once or twice a week Multiple Select Check on the list below for all that apply Question Type 77 Multiple Select x Check on the list below for all that apply X Need to increase milk supply Multi use Breast Pumps A X Nursing babies with special needs Multi use Breast Pumps gt Nursing upper limbs arms or hands Multi use Breast Pumps a Plan to go back to work after giving birth Breast Pump Type 17 Multi use Breast Pumps D v 1 0 posted 07 05 2014 3 Click Search The grid is updated to display results of the search Yes No 2 Do you only expel milk once or twice a week Multiple Select 3 Check on the list below for all that apply v 1 0 posted 07 05 2014 Task B Modifying an Assessment Question Complete the following steps to perform this task 1 To modif
89. e the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Search Product Inventory FRANK RIZZO rs CL2 Shenandoah Vall y 59 J 6 o o o o O A amp o m o o Transfer Issue Reserve Dispose v 1 0 posted 07 05 2014 2 Click Order The Order Product screen displays Order Product amp FRANK RIZZO 3 Update the selected Location if necessary by doing the following e Click Choose Location button h The Location Selection screen displays v 1 0 posted 07 05 2014 e Select the desired location as necessary e Click Select A status message displays indicating success and you are returned to the Order Product screen Cader Product amp FRANK RIZZO v 1 0 posted 07 05 2014 4 Click Choose Inventory Product button to search for and select a product The Inventory Product Search screen displays C MCH Inventory Only 5 Search for a product by completing one or more of the following e Enter a Product ID e Enter a Product Name e Select an Inventory Type 6 Click Choose Inventory Product button to search for and select a product The Inventory Product Search screen displays L MCH Inventory Only v 1 0 posted 07 05 2014 7 Search for a product by completing one or more of the following e Enter a Product ID e Enter a Product Name e Select an Inventory Type 8
90. ecessary Pa PF wo N Enter or select an End Date if necessary Food Model Kit Descriptio Kit used during Portion Size nutrition education classes Start Date if 7 Click Add A status message displays indicating success and the newly added asset is added to the List of Assets grid List of Assets J Show All Start Date End Date Status amp Conf Room 1 11 29 2011 Enabled Laptop 11 29 2011 Enabled Projecto ft Le E Enabled amp Food Model Kit Kit used during Portion Size nutrition education dasses Enabled v 1 0 posted 07 05 2014 Task B Editing Assets Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Assets The Asset Maintenance screen displays Asset Maintenance amp JOE CONTACT List of Assets _ Show all oS A Continental Breakfast Lab Room J Projector Food Model Kit Kit used during Portion Size nutrition education classes The List of Assets grid displays a list of all enabled active assets Click Show All to display both Active and Inactive assets within the grid 2 Click the Edit button The Edit Asset screen displays List of Assets O show al Conference Room A 10 30 2012 02 28 2015 Continental Breakfast 11 02 2012 Lab Room 09 12 2012 01 21 20 v 1 0 posted 07 05 2014 Asset Details _ Location Name ir Food Model Kit Descr
91. ed include a description 5 Check all applicable boxes to indicate when breastfeeding data is collected At Issuance At Certification Recertification During Health Care Appointments At Nutrition Education Sessions Separate Telephone or Mail Inquiry or Other If Other is indicated include a description 6 Click one of the available answers to indicate how your state collects breastfeeding data Only on Infants Ages 6 to 13 Months in April On Infants Aged 6 to 13 Months when Data are Collected All Infants or Other If Other is indicated include a description 7 Click one of the available answers to indicate if breastfeeding data is collected routinely or only for biennial PC reporting Routinely or Only for PC Reporting 8 Click Save A status message displays v 1 0 posted 07 05 2014 Complete the following steps to perform this task 1 From the Home screen go to Operations gt WIC Participant and Program Characteristics Study The WIC Participant and Program Characteristics Study screen displays 1 Name title phone number and fax number of person able to answer questions regarding State data submission Please provide email address if available C NAME 2 Is racial ethnic data reported using the 3 digit code the series of 6 yes no questions or some other format CHECK ONE ANSWER BELOW 3 DIGIT CODE PROVIDED IN GUIDANCE SERIES OF 6 YES NO QUESTIONS SOME OTHER FORMAT DESCRIBE
92. ee in TE TA Fi lt ee acer J All Li in cia Lt i AC Ss n Bina A 1 ee u ti When records are linked changes are made to the family header in the Family Services module The following steps will walk you through the changes v 1 0 posted 07 05 2014 8 Goto Family Services gt Family The Family Search screen displays 9 Search for the linked individual and open the family record Search Type Family ID LastName FirstName MI Telephone Number Date of Birth A Family ee LO C Z Participant Participant Medicaid Number EBT Card Number ae a Z Caretaker E p Co eC Lid Z Proxy F00200000004 9 29 1989 F00200000004 KS0020000009 9 29 1989 Active Certified 11 14 2013 SARAH REDFILE F00200000004 KS0020000010 11 15 2012 Active Certified 11 14 2013 SARAH REDFILE F00200000005 7 7 1987 F00200000005 KS0020000011 7 7 1987 Active Certified 11 14 2013 SARA REDFILE F00200000005 KS0020000012 11 15 2012 _Active Certifed 11 14 2013 SARA REDFILE REDFILE Family Family ID F00200000004 25 SECOND OVERLAND PARK KS 66210 Participant ID K50020000010 Age 2months WIC Category Infant 11 Hover over the icon with your mouse to display additional information REDFILE Family Family ID F00200000004 25 SECOND OVERLAND PARK KS 66210 v 1 0 posted 07 05 2014 12 Click on the icon to view linked individuals The Duplicate Individuals screen displays and a Detailed Participant Inform
93. eeeeeas 5 2 Task B Previewing and Printing a Single Notification cccccccssseeceeeeeeeeeeeeesseneeeeeeeaeeeeeeeeas 5 3 Task C Printing Multiple Notifications tesiesicncinsisctapceneniassmsiessansaes dincousndtiadeunninsenniedaisund diupucandukadends 5 5 Task D E mail Text Multiple Notifications sic sevsnnivautenawesevaaines vxisenneduiiavnindwbaaies dined vuydunmedurannin 5 7 Task E Completing Multiple Notifications by PhOnE ccccccccssseeeeeeeeeeeesaeeeeeeeeeeeesuaeseeeeeeees 5 9 Task F Deleting Notifications from the Queue ssnn000nnnnnnnnnnnnnnnnnnnnennnnennnosennnnrnrnesnnnnnneenee 5 10 6 MAINTAIN OUTREACH ORGANIZATIONS ccccceeeeeeeeeeeenseenesenesenssenseeneeenens 6 1 Maintain Outreach OrganiZatiOns ccccsscseeseseseeeesseeseeeneeeeseeenseneseeenesenseseneeoneesens 6 1 Task A Adding a New Outreach Organization ccccccesceccceeeeceeesseeceeeeeeeeeeeeeeeeeeeessaaaeeeeeeeees 6 2 Task B Searching and Editing an Outreach Organization cccccccceeessseeeeeeeeeeeeeeeeeseeeeeeeeeas 6 7 7 MAINTAIN OUTREACH CAMPAIGNS 0 ccccccceeeeeneeneeeeeeneeeeseneeensonsseneenecnesenenaes 7 1 Maintain Outreach Campaigns ccccsccsssecceneeeeseeceneeenseeeenseeenseeeeneesensesennesonnenes 7 1 Task A Adding a New Outreach Campaign ercnnescesencesersucussceencssnectmecnstienmntenasuenncpeneedceecsneeaseeenents 7 2 Task B Searching and Editing an Outreach
94. eeeeeaseoesesoaseneaeeonsesoaes 9 2 Task B Searching for Existing Inventory cccccceeseeeseeeesenseeeneeeeeeseeseneneeeneeeenes 9 8 Task C Ordering INV NtOPy ccccccsssecesssseseecessenseeensecesseeeeseeaseoessoeseeoaseseasenenesoas 9 10 Task D Transferring Inventory is iescccecccrcnrcvencceecvcnsscscnssuessenssdusensawetatnssnanccasssceeeases 9 16 Task E Issuing Inventory sassnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 9 19 Task F Reserving Inventory sssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 9 23 Task G Disposing of Inventory s sssssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 9 27 Task H Returning MNVEDTOTY se ceceierete neces hesticenesemewexnsenteseesonaqavedanesevacwcavuseencaseenes 9 30 v 1 0 posted 07 05 2014 Task A Adding Inventory Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Search Product Inventory The Search Product Inventory screen displays Search Product Inventory amp FRANK RIZZO Issue Reserve Dispose v 1 0 posted 07 05 2014 2 Click Add New Item The Add New Inventory Item screen displays Add New Inventory Item m FRANK RIZZO Loca thon State Crossroads WIC Choose Inventory Product Nothing Selected Select Item Entry Method 8 Single Item Multiple Item Item ID Date Added To Inventory Sta
95. eeeeeeeeneeeeeeeeeeeeeeeneeeeneeeeaneeeeneeeenees 15 48 Task C Adding User to Location ssesssunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 15 51 Task D Managing Staff Training ccccceeseeessseeeeesseeseeseeseenseeseesseneeneesennneesonaes 15 53 v 1 0 posted 07 05 2014 Task A Creating a Clinic Complete the following steps to perform this task 1 From the Home screen go to the Operations gt Setup gt Maintain Clinics The Maintain Clinic screen displays Maintain Clinics amp JOE CONTACT v 1 0 posted 07 05 2014 2 Click on Create New Clinic The Clinic Detail screen displays Clinic Detail amp JOE CONTACT Name 16 Lo Telephone Number 77 EBT Status J Start Date End Date J Week Starts On 77 Cd Default Working Days and Hours 77 Z Monday Z Tuesday Z Wednesday A Thursday Z Friday C Saturday _ Sunda Operation fr Appointment Templates fr C Standard Resource Based Slots I wakin Number Based Slots C Offine clinic Check in alert ays el Days Open Access Operation Defined By L Open Access Window Number of Open Access Slots Percentage of Open Access Maintain Appointment Types Clinic Master Calendar Manage Staff Training Add User To Location Open Clinic v 1 0 posted 07 05 2014 3 Under Create And Maintain Clinic complete the following e Enter the Name e Select the Local Agency e Enter th
96. ems to record the actual data for monitoring visit e Monitoring Start Date and Time Record the actual starting date and time e Monitoring End Date and Time Record the actual ending date and time e Enter any note about the monitoring visit For each functional area indicate if the monitoring task was completed by checking Monitored Enter the Monitoring Task Findings in the text box Functional Areas Monitored Functional Area Monitored Follow Up Monitoring Task Certification Staff qualifications Nutrition Education Verification of Identity and Residency Anthropometric Measurements Monitoring Task v Monitored Monitorin Task Findings _ Follow Up Action Required Scan Docuntents View Docunients v 1 0 posted 07 05 2014 7 Check Follow Up Action Required if applicable The screen refreshes displaying the Follow up Actions box and Follow Up Due Date Monitoring Team Monitoring Contacts Monitoring Start Date d Monitoring Start Time Follow Up Due Date J DIANE PAIOLETTI I HELENA YOUNG l 3 25 2013 E go0oaMm L 6 28 2013 Fi JAN FARMAX T MICHAEL SCHOPPER Monitoring End Date ir Monitoring End Time C KRISHNA KARAVADI C RUPINDER ARORA 3 29 2013 B ALAN WOOLSEY C STEPHEN BOLL General Notes ss Certification o i Staff qualifications Nutrition Education Verification of Identity and Residency _ Anthropometric Measurements Monitoring Task
97. enandoah Valley Medical System 10721 Roe Ave OVERLAND PARK Kansas 66212 ee oO Jefferson County WIC Program 11001 Roe Ave OVERLAND PARK Kansas 66212 This task must be completed while connected to the network version of the Crossroads WIC application lf the current computer is not configured to act as an Offline Server Hub but is authorized to work in disconnected mode the Data Sync screen displays configuration information Complete the information and click Submit v 1 0 posted 07 05 2014 2 Check the box to select your clinic from the list of available clinics 3 Click Check Out The Disconnect Operation Status displays showing progress synchronization process Operation Time Estimated Time 12 minutes Elapsed Time Oh Om Os Operation Time Estimated Time 12 minutes Elapsed Time Oh Om 255 Scan Central Database for Changes Transfer Data In Batches Merge Change Into Local Database Finalize Synchronization Continue v 1 0 posted 07 05 2014 Operation Time Estmated Time O minutes Elapsed Time Oh 8m 525 g fF fF Scan Central Database for Changes Transfer Data In Batches Merge Change Into Local Database Finalize Synchronization Finalize Synchronization completed 4 When the Finalize Synchronization completed displays click Close The Log In Screen displays showing the status of Offline in the lower left corner of the screen Clinics are
98. encies On Site Monitorng 05 Local Agency Name Scheduled On Site Monitoring 4Local Agencies t LA1 Western Kansas Te LAZ Wichita Area Tet LAS Central Kansas Te LA4 Northern Kansas Self Monitoring 1 Local Agencies t LAS Kansas City Area The On site Monitoring grid represents the agencies required to be monitored by the State for the selected fiscal year The Self Monitoring grid represents the agencies that do not require on site monitoring for the selected fiscal year but can perform self monitoring 4 View the percentage next to Local Agencies On Site Monitoring The percentage represents the number of agencies that have been scheduled for on site monitoring for the selected FFY This percentage is configurable Federal regulations require all agencies to be monitored every two years which averages 50 but states can set the percentage where they want for any year If the percentage is shown in red the state has not met the threshold set for that year If the percentage is shown in green the threshold has been met v 1 0 posted 07 05 2014 5 Under Local Agencies On Site Monitoring select an agency to schedule on site monitoring The agency and list of associated clinics are displayed within the Current Monitoring grid Federal Fiscal Year FFY 2013 m Sg LA1 Western Kansas LA2 Wichita Area t LA3 Central Kansas t LA4 Northern Kansa
99. er Requests The Search Orders and Transfer Requests screen displays Search Orders and Transfer Requests JOE CONTACT i p pamp ne 7 m a a outside Order Oal State Local Agency CL2 Shenandoah Valley Medical System x inic CL2 Shenandoah Valley Medical System i v 1 0 posted 07 05 2014 2 Select one of the following for the Requesting Location select the specific location from the drop down list e All e State e Local Agency e Clinic 3 Select one of the following for the Requested From Location select the specific location from the drop down list e Outside Order e All e State e Local Agency e Clinic 4 Select one of the following for the Status Leaving this field blank will return all request e Request New e Request Sent e Request Fulfilled e Request Closed Requested From Location Status Outside Order Request Sent All State Local Agency Ginic CL13 Clinic Name 54 Outside Agency 12 18 2012 Request Sent a Mission MISSION CLINIC Outside Agency 1 2 2013 Request Sent Mission MISSION CLINIC Outside Agency 1 2 2013 Request Sent Crossroads WIC Outside Agency 1 4 2013 Request Sent Mission MISSION CLINIC Outside Agency 1 4 2013 Request Sent Crossroads WIC Outside Agency 1 4 2013 Request Sent Mission MISSION CLINIC Outside Agency 1 4 2013 Request Sent CL2 Shenandoah Valley Medical System Crossroads WIC 1 19 2013 Request Sent The Search Invent
100. erralT ype v 1 0 posted 07 05 2014 3 Complete Address fields 4 Complete Contact information 5 Enter the Hours of Operation of the organization for each day by entering the beginning time and ending time or select that it is open 24 hours that day or closed Clicking on the box at the top next to the 24 hours indicates the organization is open 24 hours every day 6 Enter Comments about the organization in the comment box Organization Settings 7 Name 77 Referral Type 77 Johnson County School Lunch Program Schoollunch y Telephone Number Website URL eee _ ty monday SE a 1948 WEST 87TH STREET en Wednesday E Thursday ZIP Code 77 City 1 State 17 County F E ee as F 66212 OVERLAND PARK k x as Saturday lt C 24Hours Closed Comment Local public school lunch program serving Johnson County v 1 0 posted 07 05 2014 7 Click Add A status message displays indicating success and the newly added organization is added to the Organizations grid 8 Click the Active box to have the organization remain active or uncheck the box to remove the organization from the referral list Maintain Referral Organizations amp JOE CONTACT Day Care School Lunch Organization Mini Me Day Care Steve s School Lunch Organization Name ir Referral Type 77 Johnson County School Lunch Program Schoollunch Telepho
101. ethnic data reported using the 3 digit code the series of 6 yes no questions or some other format CHECK ONE ANSWER BELOW 3 DIGIT CODE PROVIDED IN GUIDANCE SERIES OF 6 YES NO QUESTIONS SOME OTHER FORMAT DESCRIBE EE 3 When is breastfeeding data collected CHECK ALL THAT APPLY C AT ISSUANCE C AT CERTIFICATION RECERTIFICATION save Cancel 2 Under Quick Links click the Review MDS and SDS link The Review MDS and SDS screen displays v 1 0 posted 07 05 2014 WIC Participant And Program Characteristics Study Frank Rizzo A visual representation of the process flow displays under Review MDS and SDS The Process Details grid displays the name of each process whether the run was successful the start and end times duration record count and error description The Process History grid displays the date of each process whether the run was successful the duration record count and error description 3 Click Create Data File to create the reviewed MDS minimum data set and SDS supplemental data set file v 1 0 posted 07 05 2014 Task D Creating and Sending the Final MDS and SDS File Complete the following steps to perform this task 1 From the Home screen go to Operations gt WIC Participant and Program Characteristics Study The WIC Participant and Program Characteristics Study screen displays WIC Participant And Program Characteristics Study amp Frank Rizzo
102. eview the Check in alert and change the default days as needed 5 Click Save The Clinic is now set to function as a disconnected clinic The local PC or laptop that will serve as the Offline Server Hub will need to be configured to operate as a server v 1 0 posted 07 05 2014 6 With the Offline Server Hub connected to the Application with a network connection go to Operations gt Disconnect Operations gt Data Synchronization The Data Sync screen displays Data Sync amp Frank Rizzo NOT CONFIGURED This machine has not been configured to act as an Offline Server Hub To configure this machine as an Offline Server Hub please enter the information below Database Connection String Information Datasource localhost 77 Database Name 17 LC Username 17 Password 17 7 Complete the information on the Disconnected Hub Configuration screen if necessary This configuration screen will need to be completed the first time visiting Data Sync The network administrator who set up the PC to be a server will have the information of how to complete the form 8 Click Submit The PC is now configured to serve as disconnected hub v 1 0 posted 07 05 2014 Task B Checking Out a WIC Clinic Complete the following steps to perform this task 1 From the Home screen go to Operations gt Disconnected Operations The Data Sync screen displays showing one or two Clinics Data Sync Frank Rizzo Sh
103. ferral Organizations ccccccccccccccseseeeeeeeaeeeeeeeesaeeeeeeeesaeeseeeessaeeeees 15 28 Task B Modify Existing Organizations a tarrtcetinasuens covshencouivenracdetntesnnadsites dietheetuisiecpiidcabhisidsian 15 31 Maintain Local AQe ncCies cccsscesseceeseenseceneeenseeenseneneeenseeeasseaseoesesonseeeaeeoesenons 15 32 Task A Greating a Local AGENCY ceras ivninweriiest nati tee aea a oia ka a ap aa aai 15 33 Task B Searching and Editing an Existing Local AQe ncy ccccscceeecsessseeeesseeseeeeensanseeess 15 38 Maintal GINIO Siesia E EAE E EEA 15 40 Take re A NMC eese a a e ae oe a ae 15 41 Task Be Searching and Editing a CINIC snosteenia n a E Eaa aS 15 48 Task O Atanma User om LocaUo Messinese E E 15 51 TASK DMa nagnd otan Tra iatanias tent deceat tenth ent eatetetsle dadetlntnal tire tia aAa 15 53 Maintain Assessment QuEeSTIONS cccceeeeeeeseeeeseeeeneeeenseeeeneeeeeneeennesoeneesoneenes 15 54 Task A Searching for Assessment QUESTIONS cccceeeeeceeeeeeeeeesseeeeeeeeessaaaseeeeeeeesseaaseeeeeees 15 55 Task B Modifying an Assessment Question xi ciccssncceectecadivevanclsnnesensecehanctarebasedeaovarditaues scewele 15 56 Maintain Breast Pump Issuance QuestionS sssssnssnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 15 60 Task A Searching for Assessment Questions cccceeeesecceeeeeeeeeseeeeeeeeseeaasseeeeeeeessaaaeseeeetess 15 61 Task B Modifying an Assessment Question c
104. fication Period 1 98 2013 11 14 2013 fifi COLLEGE Age 2 months Next Food Issuance Date 2 27 2013 OVERLAND PARK KS 66210 Clinic CL Shenandoah Valley Medical System Local Agency LAZ Shenandoah Valley WIC Region 06 To open and review the linked individual s family record you can click Open Family The Family Demographics screen displays for the linked individual s household and the head of household displays If the records were linked in error you can click Unlink to undo the process For the purposes of this task we ll unlink the individuals v 1 0 posted 07 05 2014 14 Click Unlink The Unlink Confirmation screen displays 15 Click Yes to remove the link The Duplicate Individuals screen refreshes In this example no additional duplicate individuals exist therefore a message displays under Duplicate Participants Also the linked icon that was added to the family header after the link was created is removed Duplicate Individuals amp Frank Rizzo ri REDFILE Family SALLY REDFILE Family ID F00200000004 Participant ID KSOOZUUU0UUTU 25 SECOND Age 2 months OVERLAND PARK KS 66210 WIC Category Infant amp New Family Family Search certification Family Demographics Family Assessment Participant Demographics Income Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health Assigned Risk Factors Identification Document Certification Signat
105. form this task 1 From the Home screen go to Operations gt Setup gt Maintain Nutrition Education Topics The Nutrition Education Topic Maintenance screen displays Nutrition Education Topic Maintenance amp JOE CONTACT Adolescent Prenatal Nutrition Adolescent Prenatal Nutrition x Pregnant Breastfeeding Non Breastfeeding Adult Portion Sizes Adult Portion Sizes i i Breastfeeding Alcohol Substance Abuse Alcohol Substance Abuse 7 Pregnant Breastfeeding Non Breastfeeding Smoking Alcohol Drugs Smoking i i 2 Pregnant Breastfeeding Non Breastfeeding Babys First Cup Babys First Cup i i Breastfeeding Re health x 2 hah ows Re Health x 0 Band DLA Prima NA Online Interne Hreastteerninr Maintain PEPE Cancel J 2 Under Topics select or enter one or more of the following e Family e Individual e Classes e Enter a Topic If the Family Topic check box is selected WIC Category is removed from the screen and an Online Provider group box displays If the topic you wish to add is included then make the changes and click the Update button If the topic is not listed then continue with the following steps to create the topic v 1 0 posted 07 05 2014 4 Complete the fields under Topic Settings e Enter the topic title under Topic e Enter Description e Enter Topic Type e Check if this Is Family Topic e Select one or more topic methods from the Topic Method slider box e Select one or more
106. g data collected CHECK ALL THAT APPLY C AT ISSUANCE C AT CERTIFICATION RECERTIFICATION WHEPERRAEEREEREREEERAEE EEE EERREREEEREEEEEEREEEEEEEE EEE RREEESEEEEEEERREEEEEEEEEERRENEEEEEEE EERE ENTS EOEEEEEREEEE TEESE EER EEEEENEGEEEREREEERFESEEEEEHEEER NESTE EERE EER N ESTEE EERE REED EGET EERRERERE ESTE EEE EEERRREEEE EA ERE HERR EEEE DETER RAR REREAD ER ROR RR RAE DOGO 2 Under Quick Links click the Worksheet link as needed The Worksheet for Transmitting April Data Files displays The Worksheet for Transmitting April Data Files displays by default when the WIC Participant and Program Characteristics Study screen is accessed v 1 0 posted 07 05 2014 3 Check the boxes to indicate the available contact information for the person who is able to answer questions regarding state data submission Then enter the Name Title Telephone Fax and Email umber and fax number of person able to answer questions regarding State gt provide email address if available _ TITLE Pd 4 TELEPHONE 555 5555 9 Is racial ethnic data reported using the 3 digit code the series of 6 yes no questions or some other format CHECK ONE ANSWER BELOW 3 DIGIT CODE PROVIDED IN GUIDANCE SERIES OF 6 YES NO QUESTIONS 4 Click one of the available answers to indicate how racial ethnic data is reported 3 Digit Code Provided in Guidance Series of 6 Yes No Questions or Some Other Format lf Some Other Format is indicat
107. gs Mets standards _ Follow Up Action Required itori itoring Monitoring Start Date 7t Monitoring Start Time C ROGER GROVE 1 23 2013 z C B oO CSC Admin oO BRUCE TURNER Monitoring End Date 77 Monitoring End Time The Self Monitoring Results screen displays only if the current location is scheduled for self monitoring Self Monitoring Results amp JAN PARMAX 6 7 8 9 0 11 Z BRUCE TURNER Z Clarissa Bell Monitoring End Date 77 Monitoring End Time Follow Up Completed Date C HELENA YOUNG C natasha volker 1 23 2013 a B E C MICHAEL SCHOPPER C Greg Hemphill v 1 0 posted 07 05 2014 Within the Monitoring Team multi select list box select one or more staff who performed the monitoring Within the Monitoring Contacts multi select list box select one or more contacts who participated in the monitoring Enter or select the following items to record the actual data for monitoring visit e Monitoring Start Date and Time Record the actual starting date and time e Monitoring End Date and Time Record the actual ending date and time e Enter any note about the monitoring visit For each functional area indicate if the monitoring task was completed by checking Monitored Record the Monitoring Task Findings in the text box Check Follow Up Action Required if applicable The Follow up Action Details box opens Complete the Follow Up Action Details Complete the Follow up Corrective A
108. gt lt Clinic City gt lt Clinic State gt lt Clinic Zip Code gt lt Clinic Phone Number gt During this appointment trained WIC staff will conduct a n lt Appointment Type gt for all scheduled family members This may include a finger stick blood test measuring height and weight and reviewing the information you bring Please be on time or early If you are late your appointment may be rescheduled for another day Call the WIC office if you have any questions about what to bring to your appointment 3 Edit the template to create the communication desired for this appointment type Use standard word processing to change or add appropriate language Text that is surrounded by lt and gt data tags is information that will be added to the document during the creation process For example lt Appointment Date gt and lt Appointment Time gt populate with the unique appointment date and appointment time for each family receiving the communication The data tags are added to the document by placing the cursor in the letter body and double clicking the desired data tag in the data tag bank on the left hand side of the screen The Notification Text toolbar is displayed below v 1 0 posted 07 05 2014 De BLE U A a You can click Import Template to import a template as necessary Users can import an RTF file which has state letter head or other graphics Itis possible to create an RTF in any language upload a
109. h Dual Participation screen when the duplicate individual linking feature is enabled on the Manage System Settings screen in the Administration module Refer to Task A Enabling Duplicate Individual Linking on page 3 2 for details v 1 0 posted 07 05 2014 3 There are two different methods you can use to search for dual participation records The first and quickest search method available is using pre defined search criteria In the Criteria section select one of the radio buttons in the Pre defined Search Definitions group box Criteria Dual Enrolment Dual Participation Dual Redemption Duplicate Individuals EA Pre defined Search Definitions Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender Search Clear Criteria lf the pre defined combinations of search criteria are not appropriate for your dual participation search needs the second method available is using advanced search criteria To expand the Advanced Search section click the expand collapse arrow oo 4 Criteria Dual Enrolment Dual Participation Dual Redempt
110. he staff role has been added to clinic click Cancel The Clinic Detail screen displays showing the added staff role with the FTE as indicated v 1 0 posted 07 05 2014 Task D Managing Staff Training Complete the following steps to perform this task 1 To manage staff training provided you have this role function click Manage Staff Training The Manage Staff Training screen displays For details review the Defining and Managing Staff Training scenario under the Manage Staff Training Functional area Congratulations You have successfully completed the Maintain Clinics process v 1 0 posted 07 05 2014 Maintain Assessment Questions This scenario explains the process of managing assessment questions used in the certification assessment process This process includes the following tasks Task A Searching for Assessment QuUeSTIONS ccceeeeeeeeeeeeeeeeeeneeeeeeeeeeeseeeees 15 55 Task B Modifying an Assessment QUeSTION cc ceceeeeeeeeeeeeeeeeeenseeeeeeeeeeeseeeees 15 56 v 1 0 posted 07 05 2014 Task A Searching for Assessment Questions Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Assessment Questions The Manage Assessment Questions screen displays Manage Assessment Questions amp JOE CONTACT m Dp Filter By C Dietary Assessment _ Family Assessment _ Participant And Program Characteristics Study c
111. hes the specified search criteria Four columns display in the grid The Participant Name and Date of Birth columns on the left side of the grid display the name and date of birth of the first participant found and flagged as a potential duplicate The Participant Name and Date of Birth on the right side of the grid display the name and date of birth of the second participant found and flagged as a potential duplicate Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid The results that are returned from a dual participation search need to be resolved Click the View button to resolve the possible dual participation case Refer to Task C Resolving Potential on page 3 8 for details v 1 0 posted 07 05 2014 Task C Resolving Potential Duplicates This task continues where the previous task in this scenario ended Refer to Task B Searching for Dual Participation on page 3 4 for details Complete the following steps to perform this task 1 Search for potential duplicates on the Search Dual Participation screen Search Dual Participation amp Frank Rizzo Pre defined Search Definitions Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same
112. ign to display all clinics for each agency in the state All clinics are displayed for each agency in the state State Family Workflow Dashboard amp JOE CONTACT LA3 Marion County WIC Region 03 LA4 Local Agency 4 LAS Local Agency 5 P CL3 Jefferson County WIC j gt CL4 Morgan County WIC Program Under Local Agency Activity the total family appointments for today from each agency display under Appointments Total agency families checked in at the time of viewing displays under Checked In The total agency WIC families who are being served currently display under In Progress The total agency completed appointments display under Completed 2 To display clinics in a single agency click on the plus sign for the agency All clinics for the agency display under the agency gency Clinic LA1 Central WV WIC Region 02 er AZ Sn ah Valley WIC Region 06 C2 Vi S o P CL3 Jefferson County WIC Program 0 0 0 0 j 4 Morgan County WIC Program 0 0 0 0 v 1 0 posted 07 05 2014 Task C Viewing Clinic Workflow Activity Complete the following steps to perform this task 1 To display the Clinic Family Workflow Dashboard click the View button 4 on the clinic row The Clinic Family Workflow Dashboard displays ee LA1 Central wv WIC Region 02 E D 0 D D _ cl2 Medical yp CL3 Jefferson County WIC Program D D D 0 yj CL4 Morgan County WIC Program 0 0 0
113. ile amp JOE CONTACT Open Date January 11 2013 Family ID Family ici F00200000062 ANN EVANS 459 MAIN OVERLAND PARK KS 66210 v 1 0 posted 07 05 2014 Task C Recording Investigations Complete the following steps to perform this task 1 With a Case File open click Record Investigation The Case Investigation screen displays Case Investigation JOE CONTACT Case File Number Date Opened OPE ECE CECE ECCCECCEEOCCE CCC E CCC E CCE L CEES FF00200000062 2 January 11 2013 Comments Family Participant se ANN EVANS x ByPass New 1 15 2013 4 08 PM ae Btls gt gt gt _ i gt 2 Select an Investigation Reason 3 Check Civil Rights Indicator if necessary 4 Select an Investigator from the Available Investigators slider list box FROOZ00000062 January 11 2013 ANN EVANS Reason j A ve Rights deatr v 1 0 posted 07 05 2014 5 Enter Comments if necessary PPPPPPPPPPPPPPPPPPPPPAPPPAP ADAP PP OPP P PPD 2012 6 37 PM 6 Click Save A status message displays indicating success and you are returned to the Case File screen Case File amp JOE CONTACT Open Date January 11 2013 Famil mee ANN EVANS 459 MAIN OVERLAND PARK KS 66210 v 1 0 posted 07 05 2014 Task D Recording Sanctions Complete the following steps to perform this task 1 With a Case File open click Record Sanctions The Case Sanction screen displays Case Sa
114. imilac PM 60 40 Powder 14 1 oz CL2 Shenandoah Valley Medical system 12 Click Issue The Search Product Inventory screen refreshes and displays a status message indicating success The Inventory Search Results Items grid refreshes and displays the updated On Hand Quantity z Inventory Search Results Products Totalitems 63 MM inmense ince Se TA Siac coraD Ponderiatex A e G 352 _ Siac PM G0 Ponder Th Tor Ontani 16 Ketonex 1 Powder 14 1 oz 0 40 12 22 Glutarex 1 Powder 14 1 oz 0 40 9 22 Glutarex 1 Powder 14 1 oz 5 40 76 v 1 0 posted 07 05 2014 Task F Reserving Inventory Complete the following steps to perform this task 1 On the Search Product Inventory screen perform a search if necessary Agency Clinic CL2 Shenandoah Val 7 EEE ee ee ee eee eo Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump Single Deluxe Electric Breast Pump EBT Card ID Card Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz Nutramigen Enfiora LGG Powder 12 6 oz Farmers Market Booklet Medula Search Product Inventory amp JAN PARMAX Expiration Date i Inventory Status 8 Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack 8 Count Battery Pack fs Search Type Z Serialized Z Non Serialized L Only Low Inventory On Hand On Hand On Hand
115. ing more than one clinic location option The Month view is selected in the screen above 3 Select the desired day within the calendar grid to schedule a training event Co Ge SE GD January 2013 Gad 4 Click New Staff Training Event The Staff Training Master Calendar screen refreshes to display options enabling an event to be defined Quick Links New Staff Training Event Cancel Staff Event Staff Training Event Search v 1 0 posted 07 05 2014 Clinics 4 Date ir Start Time 1 End Time ir Duration 1 CL2 Shenandoah Valey n 1 28 2013 Le 1 hours 0 minutes Training Type 16 Applies To Roles Title ir Breastfeeding Promotion and Support Descriptio Breastfeeding Promotion and Support v 1 0 posted 07 05 2014 Task B Defining the Training Event Complete the following steps to perform this task 1 Select the Clinics for the event Modify the Date if necessary Enter a Start Time Enter an End Time Select a Training Type Within Applies to Roles select the roles to which the training applies Enter a Description Select a Location or enter a custom location in Other Location Cr ay SP SS N Enter a Capacity for the event a Enter the Maximum Capacity for the event h h 1 Within the Staff slider list box select the desired staff members from the list of staff members 12 Within the Assets slider list box select the desired assets from the list of assets Staff
116. ion Duplicate Individuals Pre defined Search Definitions F Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender TAdvancedSearch gt ssn C Date of Birth _ Certification Start Date 60 days _ Certification End Date 60 days C Birth Weight _ Medicaid Number First N Last N ec L_ Last Name _ Local Agency __ Clinic C First Name soundex equal _ Last Name soundex equal _ WIC Certifying Staff C wic Staff Cleared Language Read Language Spoken _ First Initial _ Maiden Name L tang J ae __ Physical Address _ Last Name Like _ Last Name like Maiden Name Date of Birth Number of days _ Last Name equal Maiden Name _ Date of Birth 30 days Alias he a ee ae _ Race _ Gender E All Last Names Number of characters to compare _ Street Addresses _ ZIP Codes tS Search Clear Criteria Advanced search can be used to make searches more or less specific than pre defined search definitions v 1 0 posted 07 05 2014 Pre defined search definitions and advanced search cannot be used simultaneously If an
117. ion Date if necessary Update the Item Name if necessary Enter the Manufacturer Number Enter the State Inventory Number or click Scan Barcode to scan a bar code Click Print Barcode to print the bar code if necessary Select the Out for Maintenance check box if necessary 9 Click Save The Search Product Inventory screen refreshes and displays a status message indicating Success v 1 0 posted 07 05 2014 Task B Searching for Existing Inventory Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Search Product Inventory The Search Product Inventory screen displays Search Product Inventory amp FRANK RIZZO Product ID Inventory Product Name State Inventory Number Expiration Date Search Type DOU U O e OO Gs Item ID Item Name Manufacturer Number Inventory Status _ Non Serialized 2 Under Search Location select one of the following e All e State e Agency e Clinic Use the associated drop down list as necessary to further refine search criteria v 1 0 posted 07 05 2014 3 Complete one or more of the following e Enter an Inventory Product ID e Enter an Inventory Product Name e Enter a State Inventory Number e Enter or select an Expiration Date e Select an Inventory Type e Enter an Item ID e Enter an Item Name e Enter a Manufacturer Number e Select an Inventory Status 4 Select one of the following op
118. iption Kit used during Portion Size nutrition education dasses Asset Details _ Location Name ir Food Model Kit Description Kit used during Portion Size nutrition education dasses 4 Click Save A status message displays indicating success You are returned to the Asset Maintenance screen and the grid is updated to display the changes List of Assets C show All m _ Location Start Date End Date Status Conference Room A Yes 10 30 2012 02 28 2013 Enabled No 11 02 2012 Enabled Yes 09 12 2012 Enabled No 09 21 2012 Enabled Projector Food Model Kit Kit used during Portion Size nutrition education dasses Mo 01 21 2013 06 20 2013 Enabled A Continental Breakfast d7 LabRoom A v 1 0 posted 07 05 2014 Task C Disable Assets Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Assets The Asset Maintenance screen displays Asset Maintenance m JOE CONTACT Pi ri List of Assets Show All P 10 30 2012 02 28 2013 Enabled 2 Click the Edit button The Edit Asset screen displays 3 To disable as asset set the End Date to the last day you want the asset to be enabled and click Save The asset will be disabled the following day Asset Details _ Location Name ir Food Model Kit D inti Kit used during Portion Size nutrition education dasses v 1 0 posted 07 05 2014 Task D Enable Previously D
119. isabled Assets Complete the following steps to perform this task 1 To enable as asset previously enabled first click Show All on the List of Assets grid The disabled assets will then be shown Asset Maintenance amp JOE CONTACT Kit used during Portion Size nutrition edt 2 Click the Edit button for the asset you want to enable 3 Delete the End Date or set it to a future date and click Save to enable the asset Congratulations You have successfully completed the Maintain Assets process v 1 0 posted 07 05 2014 Maintain Referral Organizations The Maintain Referral Organization screen provides the user with the ability create and maintain a list of external organizations for WIC participants to use when being referred for additional assistance or services Details of the organization are defined here including contact information address and hours of operations Referral organizations created on this screen are leveraged on the Referral Program screen in the clinic module For more information about referral programs refer to the Family Services User Manual or the Clinic Module DFDD This is a state wide maintenance screen Referral organizations created on this screen are available for users at all locations This process includes the following tasks Task A Create New Referral OrganiZations cccssssccseseeeeeeeeeeeeneeeeeneeeeneeneans 15 28 Task B Modify Existing Organizations
120. issnccscecendscoxscnecsscsudatesavatainevencdsetensedatssceuseteuageseassdeuvenouaseeens 11 1 Task A Navigating to the Master Calendar and Scheduling an Event cccccsseseeeeseeeeeees 11 2 Task B Defining the Training Event ca ste dtcitat cox tpt anced vin ered nih ale eaVenn th Uaeawed Rulysited igi ecco GU Worn Sitesi 11 5 Task C Managing Stat PraliniinG siss aenieiai a aeia a aaa A ea aeiaai aiaia 11 6 12 DISCONNECT OPERATIONS sssensnnonnannnnnnnunnnnonnnnannnnnnnannnnnnnnnnnnnnnnnannnnnnnnnnnnnnnnnnnnaan 12 1 Data SynehronizatiO M iia a aaa aa aE a nceet ends 12 1 Task A Initial Configuration for a Disconnected CIINIC ccccceeecceceeeeeeeeeeeeeeeeeeeeesaseeeeseeeeens 12 2 Task B Checking Out a WIC Clinic sisiiaisaiurasnen arch saipaincauas cass vanautaduescnedscausiaiiwan qainivansntisacaistetes 12 4 Task C Checking In awie GING oor as ec E a E a glee 12 10 13 CREATE SURVEY DISTRIBUTION LIST snannnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnne 13 1 Create Survey Distribution LiSt cccssscssssecesseecnsescenseecnseeeenssoesseoensseoeseesonees 13 1 Task A Completing the Create Survey Distribution List Input FOr cc ceseeeeeeeeeeeeeeeees 13 2 Task B Exporting the DISTHDUTION LIS taiseni a a a aS 13 4 TA EB iaci E E E E E E A a 14 1 SGarch Transachons DY CINIC sie cwccdeneadenvencedeadennadealadewaidawucsswens aada 14 1 Task A Searching for EBT Transactions by Clinic scacc c
121. ivsneteulaxtiedertanaeniets 2 4 3 SEARCH DUAL PARTICIPATION cccccsceeeeenecneeeeeeneeeeeenseessensseneonsonssenscnssoneones 3 1 Search Dual Participation cccccccseseeeeseeeeseeceseeseeseeceseesensesenessonseseseesenseseesessens 3 1 Task A Enabling Duplicate Individual LINKING cccccecsseeeeeeeeseeeeeeeeeeeseeeeeesaeeeeeeseaeeeesseeeeens 3 2 Task B Searching for Dual Participation 2eteetadecce caste hedeseatos seueatedonsasanettestececauetadasuesbsteseeesaces 3 4 Task Resolving Potential Duplicates icssisrisssnisienisiioni aiaia i 3 8 4 MAINTAIN CUSTOMER SERVICE ISSUES ssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnn 4 1 Maintain Customer Service ISSUCS cccccccceseeseeseeenseseneeeeeneesenseseeneesenseceasesonnenes 4 1 Task A Adding a Customer Service ISSUC cccccccseeeeeeeceeeeceeecaaeeeceeesaeeeeceeeeaaaeeeeeseaaaeeeeesaas 4 2 Task B Searching for Customer Service ISSUES ceeeeeeccceeeeeeeeeeeeceeeeeesaaeeeeeeeeeeessaaeeeeeeeess 4 4 Task C Editing a Customer Service ISSUC cccccccsseseeeeeceeeeeeeecaeaeeceeecsaaseeeeeseaaeeeesssaaeeeeeeaas 4 9 Task D Assigning a Customer Service ISSUG ccseeeeeecceeeeeeeeeceeeseeeeessaeeeeeesseaeeeeeessaaaeeees 4 11 9 NOTIFICATION eina 5 1 OTN ONS sisanne E A E a a EREA 5 1 Task A Searching for NotifiCations ccccccccccssseceeecceeeeeeeeseeeeeceeeeseeeeceeessaeeeeeesseeaeeeesessaee
122. ke same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender gt Advanced Searcy o SOSY Search Clear Criteria fe m 2 There are four types of dual participation on which you can search In the Criteria section select one of the following four radio buttons to specify the type of dual participation on which to search e Select the Dual Enrollment radio button to search for potentially duplicate individuals currently that are enrolled certified e Select the Dual Participation radio button to search for o Potentially duplicate individuals that are currently enrolled certified o Have been issued benefits e Select the Dual Redemption radio button to search for o Potentially duplicate individuals that are currently enrolled certified o Have been issued benefits and o The benefits issued have been redeemed at a vendor store e Select the Duplicate Individuals radio button to search for all potentially duplicate individuals applicants enrollees participants and terminated participants The Dual Participation radio button is selected as the default The Duplicate Individuals radio button is only available on the Searc
123. ke to Print Mailing Labels 4 Click Complete Communications A status message displays and the notifications will be printed automatically Additionally the Print Export Labels screen displays if you chose to Print Mailing Labels _Print Export Labels A check mark next to the Name indicates the name exceeds the size of the mailing label and will be shortened to accommodate printing Total Items 2 2 Name Street Address ity State ZIP Code DEBBIE BERGERON 23323 OLATHE KS 66062 DEBBIE BERGERON 235323 OLATHE KS 66062 Print Label Type iF 5163 Shipping Labels Begin printing at Next Label Across if Next Label Down iF The Print Export Labels screen displays the Name Street Address City State and ZIP Code to be printed on the mailing labels Select the Print Label Type Select the Next Label Across at which to begin printing Select the Next Label Down at which to begin printing Click Export to export the labels A status message displays 2 2 npn Or click Print to print the labels A standard Windows Print screen displays and allows you to select a printer v 1 0 posted 07 05 2014 Task D E mail Text Multiple Notifications Complete the following steps to perform this task 1 Access the Notifications screen and conduct a search For both e mail and auto dialer nightly batch processing takes care of sending the communications Printing for physical mail is the only manual p
124. ld to help them stand out on the page so that you can identify these items more easily Pictures of application screens are included within each training scenario to help familiarize you with the screens Data displayed in the pictures is intended for illustrative purposes only and does not represent live data During classroom training use the data supplied by the instructor Outside of classroom training enter the appropriate data as necessary to complete the task at hand Callout boxes help you find specific types of information quickly The callout boxes are displayed and defined below Notes The notepad and pencil icon displays to the left of paragraphs that provide additional and usually more detailed information about the application Sometimes the notes give you additional information about the screen you re working with and sometimes the notes inform you where to find additional information elsewhere Either way it is well worth your time to watch for these helpful icons Using This Manual This manual can be used as a training manual during instructor led classroom training or as a reference guide once training is concluded Use the table of contents TOC to locate a training scenario Once you ve located a specific training scenario review the Overview section at a minimum to find out important details surrounding the scenario such as the starting point type of data needed and a summary of the Task s to be comple
125. let Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet LI m a E m m m E m m Issue Reserve Dispose Return Items Congratulations You have successfully completed the Search Product Inventory process v 1 0 posted 07 05 2014 Search Orders and Transfer Requests The process of requesting inventory to be transferred from one location to another is handled in the scenario on Maintaining Inventory This process is not complete without the ability to approve transfers The Maintain Transfer Requests menu item displays the Search Inventory Requests screen that provides the ability to approve and transfer inventory items that have been requested for transfer previously The Search Inventory Requests screen also can be used to perform the following actions that have been described in the maintain inventory scenario perform inventory and product searches add new products add new items close out inventory items This process includes the following tasks Task A Search and Locate the Transfer REQUEST cccssecesseeeseeeseseeeeeenesennenes 9 34 Task B Approve or Disapprove the Transfer Request 2 csceeeeeeeeeeeeeeeeeeenees 9 36 v 1 0 posted 07 05 2014 Task A Search and Locate the Transfer Request Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Search Orders and Transf
126. lissa Easley Start Date End Date mis mr a m E i Purchases using EBT card Ce CaL Online Version0 49 19514371 40044 L Crossroads WIC EBR Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card Purchases using EBT card POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 PENNY FAMILY004 PENNY FAMILY004 PENNY FAMILY004 PAULA FAMILY002 PAULA FAMILY002 PAULA FAMILY002 POLLY FAMILY001 POLLY FAMILY001 PAULA FAMILY002 PAULA FAMILY002 Page lof 2 The Transaction History grid displays the Occurrence Date Activity Description Parent
127. me screen to check the clinic back in and upload WIC data to the network version This process includes the following tasks Task A Initial Configuration for a Disconnected CLINIC ccccsceeseeeeeseeeeseneees 12 2 Task B Checking Out a WIC CLINIC cccceeeceeeceeeeeneeeneeeneeenesonseoneeonenenseeeeseees 12 4 Task C Checking In a WIC Clinic ccceceeseeeseneseneeeneeeneseneseesenssenseonseoneees 12 10 v 1 0 posted 07 05 2014 Task A Initial Configuration for a Disconnected Clinic Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain clinics The Maintain Clinics screen displays 2 Search and navigate to the clinic that will work in disconnected mode The Clinic detail screen displays 3 Click the check box for Offline Clinic The Check in Alert defaults to 7 days Clinic Detail amp Frank Rizzo Week Starts On 77 Monday im Default Working Days and Hours 17 GZ Monday X Tuesday Z Wednesday X Thursday Friday C Saturday _ Sunday E e 6 g Z i Appointment Templates x Resource Based Slots Number Based Slots Z Open Access Window 3 ays Open Access Operation Defined By 17 Engish I Number of Open Access Slots Percentage of Open Access Maintain Appointment Types Clinic Master Calendar Manage Staff Training Add User To Location pen Clini Save Cancel 4 R
128. mplates to be used in the communication process Communications or notifications happen throughout system Appointment specific communications are used to notify families participants of scheduling activities Scheduled Re scheduled Missed and Cancelled for both electronic and physical mail for appointments and nutrition education classes The list of appointment communication types is based on clinic s appointment types and is therefore a clinic management function When a clinic user creates a new appointment type a placeholder is created for communication to be established By default appointment communications is set up for the four system defined appointment types Initial Certification Subsequent Certification Food Benefit Issuance and Nutrition Education While appointment communications is managed at the clinic level all other communications can be managed at either the state local agency or clinic level When a user navigates to the Manage Family Communication Types screen all communication types managed at the level currently being accessed by the user are shown As an example when a user is signed in at a clinic level appointment type communications and all other communications for the specific clinic are shown The Manage Family Communication Types screen provides the following functions Create new communication types Modify existing communication types This process includes the following tasks Task A C
129. n The Edit Product screen displays Inventory Product ID Inventory Product Name 17 Inventory Type 4 i Single BlectricPump_ Multi use Breast Pumps Inventory Product Model Reorder Point Model 6100050 40 Warehouse Codes MCH Item ID CAP Item ID JAPA PPAAAM AMSA MAMMA ABA AMAMAAA DADAM ARMA v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 4 Edit the selected product information as necessary Single Electric Pump Single use Electric Breast Pur Ed Inventory Product Model Reorder Point Model 6100050 40 Warehouse Codes CH Item ID CAP Item ID ar oe Edit notes here mg 5 Click Save A status message displays indicating success and you are returned to the Create and Maintain Inventory Product screen Congratulations You have successfully completed the Maintain Products process v 1 0 posted 07 05 2014 Maintain Types This scenario explains the process of adding and editing inventory types This process includes the following tasks Task A Adding an Inventory Type ccceeseceeeeeeeeeeeeeneeeeaeeeeeneeeeneeeeaeeeeaeeananeneeneeens 9 50 Task B Editing an Inventory Type ccccceeeceeeeeeeeeeeneeeeeeeeaseeeeeeeeeeeaeeeneeeeneneaeenens 9 53 v 1 0 posted 07 05 2014 Task A Adding an Inventory Type Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Maintain Types The Maintain Inventory
130. n County WIC Program v 1 0 posted 07 05 2014 Complete the following steps to perform this task 1 Under Reports select the Report Type Reports Report Type 5 Nutrition Education Classes Attendance 5 Participants Recorded as Refusing Nutrition Education Ratio of Infants to Total Participants Ratio of Formula Issuance to Post Partum Women Ratio of Twins amp Multiple Births to Infants Number of Certifications 6 Participants with No Reported Income Participants with Conflict of Interest Clinic Staff with Conflict of Interest Benefit Issuances Outside Normal Hours of Operation Certs Done Entirely By Same Staff 2 When a report is selected click Display The report displays as the first drop down chart 3 To display data from the chart click on second drop down bar with title of Data for lt chart name gt Local Agency and Clinic Analysis amp JAN PARMAX No Show Percentage E Crossroads WIC Average E LA Shenandoah Valley WIC Region 06 SET aT Se a 10 2012 01 2013 Crossroads WIC Average LA2 Shenandoah Valley WIC Region 06 a Create Case File Cancel Congratulations You have successfully completed the Local Agency and Clinic Analysis process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 11 MANAGE STAFF TRAINING Manage Staff Training This scenario explains the process of navigating to the master calendar and scheduling
131. nabled Appointment Duration in minutes Check Select All or one or more boxes within Applies to WIC Category s C Available Online Default iy Minimum if Maximum Y Incremental 17 _ Open Access Enabled i Li isl _ Allow Overbooking Check one or more boxes associated with o Enabled o Available Online o Open Access Enabled o Allow Overbooking 4 Within the Appointment Duration in minutes box complete the following Select Default Select Minimum Select Maximum Select Incremental Name t RD Counseling Applies to WIC Category Select all Pregnant Breastfeeding y Non Breastfeeding y Infant Child V4 Enabled Appointment Duration in minutes J Available Online Default if Minimum 1 Maximum if Z Open Access Enabled J Allow Qverbooking Incremental 1t sa v 1 0 posted 07 05 2014 5 Click Save The status message displays indicating RD Counseling Appointment Type was saved successfully The screen refreshes and the new appointment type displays on the Appointment Types grid Maintain Appointment Types s Frank Rizzo Initial Certification Vv Vv A v v v Food Benefit Issuance X RD Counseling va va v va l A E Subsequent Certification d P v 1 0 posted 07 05 2014 Task B Adding New Nutrition Education Subtype Complete the following steps to perform this task 1 From the Manage Appointment Types screen Click on Add New Subtype The Ad
132. nction amp JOE CONTACT Ki Date opened PAPPEBEEEEREPELEPEPPEEEPPPPLEPEBEEEPPEEE ANN EVANS _ ll u Investigation TEE EE z Reason 1 John Wolfa Madison Wolfa Sanction Type 77 Sanction Term 77 Est Term Start Stop Total Claim Amount Claim Due Date Notification Rcvd Date C B 0 00 oo fe P P v 1 0 posted 07 05 2014 Select a Sanction Type Select a Sanction Term Enter a Total Claim Amount Enter or select a Claim Due Date Enter or select a Notification Revd Date oo FS Seed LL Case File Number Date Opened FF00200000062 3 January 11 2013 Family Participant ANN EVANS Investigation Investigation Reason Investigators Reason 1 John Wolfa Madison Wolfa Sanction Type if Term if Est Term Start Stop Tete BMomths Ts 2742013 5 2 2013 Total Claim Amount Claim Due Date Revd Date 250 00 2 15 2013 aa 1 15 2013 a Redeemed Food Costs 0 00 Click the Sanctioned Individuals Lookup button The Sanctioned Individuals screen displays Select any individuals that should be sanctioned and click Save Select Sanctioned Individual s A Aan Y yP LIL EVANS 4 JIL EVANS y JAN R EVANS P ANN EVANS T v 1 0 posted 07 05 2014 8 Enter sanction Comments if necessary a a a a aaa Comments a ByPass New 2012 8 48 PM Ca Ve ar ae This is a sanction comment 9 Click Save A status message displays indicating success and y
133. nd associate to that language For example an RTF can be created in German so a German letter is sent when the German language is selected for the communication v 1 0 posted 07 05 2014 Task B Modify an existing Communication Type Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Communication Types The Manage Communication Types screen displays Maintain Communication Types JAN PARMAX 4 Initial Certification Subsequent Certification Nutrition Education Individu Food Benefit Issuance NE Benefit Issuance Nutrition Education Class Wait List Ineligibility Notification Certification Documents Sanctions and Claims Referral Information Form Local Agency Monitoring Clinic Monitoring Web Portal Training Outsourced Agency Expense 2 Select the Type of Communication Type you would like to modify y This screen above shows the selection of a Breast Pump Return Type v 1 0 posted 07 05 2014 Multi Use Electric Breast Pump Return Receipt WIC 3990A Name lt Individual First Name lt Individual Last Name Address lt Family Maili Home Phone lt Family Phone Number gt Work Phone WIC I D Family lt WIC ID gt Back Up Contact Name lt Back Up Contact First Name gt lt Back Up Contact Last Name gt Phone lt Back Up Phone Number gt Pump Was Issued From lt Clinic Name Pump Returned To l
134. ne Number Website URL eere Monday Tuesday Wednesday 90011 E Thursday Friday saturday E sunday C E SoS 8 Be oe be DPADPADPADPADPADPADPADPADPADPADPADPADPADPADPADPADPADPARPARPARPARPARPABD Comment Local public school lunch program serving Johnson County Update clear __cancel v 1 0 posted 07 05 2014 Task B Modify Existing Organizations Complete the following steps to perform this task 1 On the Maintain Referral Organizations screen in the Organization grid select the organization you want to modify Maintain Referral Organizations amp JOE CONTACT Day Care School Lunch Organization Mini Me Day Care Steve s School Lunch Organization Organization Settings 3 7 Active Name 7t Referral Type 1 Johnson County School Lunch Program Schoollunch Cd Telephone Number Website URL htm joco rg Monday Tuesday Wednesday 3 00 4 Thursday Friday Saturday sunday DPAPPAPADPADPAPPAPADPAPPDPADPAPPDPADPABPAPADPABPAPADPARPABAAPADPABADPAD o a m a a Fa Fa Comment Local public school lunch program serving Johnson County ae 2 Make the modifications necessary and click Update A status message indicates the update was successful Congratulations You have successfully completed the Maintain Referral Organizations process v 1 0 posted 07 05 2014 Maintain Local Agencies The purpose of this
135. ngratulations You have successfully completed the Search Transactions by Clinic process 12 25 2012 E 252013 E 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 6102639000005545 WIC Food Instrument Issuance Voided FI Void Date Search EBT Transactions by Clinic amp JAN PARMAX JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE JANE DOE First Date to Spend 1 16 2013 Voided FI Void Reason Returned by Participant ee a gt rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 rparsons5 ByPass ByPass Last Date to Spend 2 14 2013 Staff Name ByPass v 1 0 posted 07 05 2014 Search Transactions by Vendor The EBT menu allows you to search for EBT transactions and manage payments and discrepancies in the Crossroads WIC system Use this menu to perform various tasks related to EBT This process includes the following tasks Task A Searching for EBT Transactions by VeNndol sccceseseeseeeeeeeeeeenseneenees 14 5 v 1 0 posted 07 05 2014 Task A Searching for EBT Transactions by Vendor Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Search Transactions By Vendor The Search EBT Transactions By Vendor screen displays Search EBT Transactions by Vendor amp Me
136. nstruments Dietary amp Health O Food Instrument List Assigned Risk Factors Certification Signature Certification Summary v 1 0 posted 07 05 2014 3 Check the boxes under Navigation Links as needed This will correlate the navigation links to the selected appointment type Appointment Type Initial Certification Navigation Links y Family Demographics A Family Assessment Fi Fa Fi Fi Fi Fa Fa Fa Fa Fi Fa Fi Fi L L Fi Fi Fa Fa Participant Demographics Participant Demographics Income Information Health Information Health Information Anthro Lab Eco Social Assessment Dietary amp Health Assigned Risk Factors Identification Document Issue EBT Card Certification Signature Certification Summary Family Alerts Notes Scanned Documents Care Plan Summary Care Plan Detail Referral Program UUUUDUBAAKAA A Nutrition Education Maintain Goals Prescribe Food Issue Food Instruments Issue FM Food Instruments Food Instrument List Replace Current Benefits Return Formula EBT Activity History Subsequent Certification 4 Click Save A status message displays Congratulations You have successfully completed the Correlate Appointment Types to Navigation process v 1 0 posted 07 05 2014 19 WIC PARTICIPANT AND PROGRAM CHARACTERISTICS STUDY WIC Participant and Program Characteristics Study The WIC Participant and Program Chara
137. nt WIc Staff Vendor Family Particpant WIC Staff Vendor Other Anonymous Policy amp Procedure Other Location a Oa On OS oO Oe OO E E Customer Service Comments x ByPass New cin SS E a v 1 0 posted 07 05 2014 Enter or select an Issue Creation Date Enter or select an Incident Date Enter a Target Resolution Date Select an Issue Status Check Confidential if necessary The Confidential indicator limits which users can see the issue based on their security permissions 8 Select an Issue Reported By option 9 Select an Issue Reported About option 10 Select an Issue Type 11 Enter a Description of Issue 12 Enter a Comment if necessary Create Customer Service Issue amp JOE CONTACT Issue Creation Date 77 Incident Date 77 Target Resolution Date 7Y Issue Status 7 _ Confidential 1 15 2013 E 4 15 2013 E 2 14 2013 a Issue Type if Description of Issue 77 Location Issue Type 1 Not wheelchair accessible Issue Reported About r Family Partidpant wic Staff Vendor Policy amp Procedure Other Location Issue Reported By Family Particpant wic Staff Vendor Other Anonymous a N O I O E SSS Se SS Se De SS Se ee Je DSS 3 Customer Service Comments State Office Local Agency amp Clinic CL1 Central WV WIC Program ye ByPass New cae a ae E sii a Te 13 Cli
138. nventory gt Maintain Products The Create and Maintain Inventory Product screen displays Create and Maintain Inventory Product amp JOE CONTACT Single use C Multi use Breast Pumps Cj a Add New Inventory Product Cancel 2 Complete one or more of the following e Enter an Inventory Product ID e Enter an Inventory Product Name e Select one or more Inventory Types Inventory Product ID Inventory Product Name LO Lactina a heeeenenennenneees i Lactina Plus Breast Pump Multi use Breast Pumps Lactina Select Breast Pump Multi use Breast Pumps v 1 0 posted 07 05 2014 Click Show All to display both Active and Inactive products within the grid Click the Edit button to view details of the selected product v 1 0 posted 07 05 2014 Task B Adding Products Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Maintain Products The Create and Maintain Inventory Product screen displays Create and Maintain Inventory Product amp JOE CONTACT ingle use Breast Pumps _ Single use Electric Breast Pumps _ Multi use Breast Pumps o P EBT Cards v 1 0 posted 07 05 2014 2 Click Add New Inventory Product The Add Product screen displays Inventory Product ID Inventory Product Name if ee ee Inventory Product Model Reorder Point Warehouse Codes MCH Item ID CAP Item ID JAPA AMJJAAD AA
139. oah Valley Medical System CPA of CL2 Shenandoah Valley Medical System Clinic Central WV WIC Program Create New Issue Create Customer Service Issue JOE CONTACT Customer Service Issue ID Issue Creation Date Incident Date 1 Target Resolution Date 7t Issue Status Wf Confidential 49 1 15 2013 1 15 2013 42013 Issue Type 1 Description of Issue 1 Issue Reported About fr Family Partidpant WIC Staff Vendor Policy amp Procedure Other Location Issue Reported By Family Particpant WIC Staff Vendor Other Anonymous ee ee On OO S E S S E S S S S E E Customer Service Comments x ByPass New State Office Local Agency amp Clinic CL1 Central WV WIC Program ale A Please contact the caseworker at 913 322 1212 v 1 0 posted 07 05 2014 2 Edit or add one or more of the following if necessary e Issue Type e Issue Status e Comments All options are disabled and cannot be edited except for the items noted above 3 Click Save to save the issue after editing v 1 0 posted 07 05 2014 Task D Assigning a Customer Service Issue Complete the following steps to perform this task 1 Click Assign Issue The Issue Assignment screen displays Assigning To w amp Local Agency Clinic CL Shenandoah Valley Medical System 2 Within Assigning To select the desired option 3 Use
140. oe Ave OVERLAND PARK KS 66211 913 555 1212 During this appointment trained WIC staff will conduct a n Food Benefit Issuance for all scheduled family members his may include a finger stick blood test measuring height and weight and reviewing the information you bring Please be on time or early If you are late your appointment may be rescheduled for another day Call the WIC office if you have any questions about what to bring to your appointment The Communication Preview screen displays the notification text as it will appear when printed 5 Click Print A standard Windows Print screen displays and allows you to select a printer v 1 0 posted 07 05 2014 Task C Printing Multiple Notifications Complete the following steps to perform this task 1 Access the Notifications screen and conduct a search Notifications amp JOE CONTACT Sent By E mail Print Mailing Labels 5 Attachments Preview Communication Complete Communications 2 Check the Print check box for one or more records in the Search Results grid A F00200001032 HELENDOE SCS a pa Fr P ON Wye im o F00200000133 DEBBIE BERGERON F00200000074 SUSAN BROWN F00200000074 SUSAN BROWN F00200001019 F00200001019 F00200001019 F00200001019 F00200001097 mar x x x x x x x x x b mj fE gt e gt a Sent By E mail Print Mailing Labels fr Se Oe v 1 0 posted 07 05 2014 3 Select Yes if you would li
141. onitoring Task Name e Monitoring Task Description 4 Click Add The monitoring task is added as a new row in the Monitoring Task grid 5 When functional areas have been added click Save The new functional areas are added to the Functional Area grid Congratulations You have successfully completed the Maintain Functional Areas process v 1 0 posted 07 05 2014 Maintain Risk Codes The Maintain Risk Codes screen allows the user to view and maintain the risk codes used by the Crossroads system This process includes the following tasks Task A Select the Risk Code to Maintain ccccecsceceencececececececececececeaeeeaeeeees 15 76 Task B Enter New Values for the RISK COde 2 ccccececncneneececececececececececeeeeeees 15 77 v 1 0 posted 07 05 2014 Task A Select the Risk Code to Maintain Complete the following steps to perform this task 1 2 Select the row of the risk code to maintain Underweight or At Risk of Underweight Body Mass Index BMI gt 25 Obese Childen 2 5 years of age Overweight or At Risk of Overweight Short Stature or At Risk of Short Stature Infants and Children Low Maternal Weight Gain UnderWeight Low Maternal Weight Gain Normal Low Maternal Weight Gain Overweight Low Maternal Weight Gain Obese Low Maternal Weight Gain Underweight BMI lt 18 5 Low Maternal Weight Gain Normal Weight BMI 18 5 to 24 9 Low Maternal Weight Gain Overweight BMI 25 0 to 29 9 Low Maternal
142. ory Requests screen allows users to search for currently pending transfers or orders and process them appropriately In the Inventory Request Results grid the inventory order details are seen by clicking the Edit button in the grid v 1 0 posted 07 05 2014 Task B Approve or Disapprove the Transfer Request Complete the following steps to perform this task 1 From the Search Orders and Transfer Requests screen click the Edit button to show the details of the requested transfer Search Orders and Transfer Requests JOE CONTACT a EE Dui L13 Clinic Name 54 Mission MISSION CLINIC Mission MISSION CLINIC Crossroads WIC Mission MISSION CLINIC Crossroads WIC Mission MISSION CLINIC v 1 0 posted 07 05 2014 2 Under Products Requested enter the Quantity Approved to be transferred 3 Under Items Approved enter the Quantity Approved 4 Click the Transfer Items button A status message displays the transfer was successful Transfer Inventory Item amp JOE CONTACT Transfer Information From To Request Status For Family Crossroads WIC CL2 Shenandoah Valley Medical System Request Sent Requestor Request Date Fulfilled Date ID JOE CONTACT 1 19 2013 1 19 2013 74 inventor De Product Ik Breast Feeding Supplies 8 Count Battery Pack Congratulations You have successfully completed the Search Orders and Transfer Requests process v 1 0 posted 07 05 2014 MCH Product In
143. ot schedule appointments into the reserved appointment slots 21 Click Save and Continue The screen refreshes and status message displays indicating new clinic information was saved successfully v 1 0 posted 07 05 2014 Task B Searching and Editing a Clinic Complete the following steps to perform this task 1 From the Home screen go to the Operations gt Setup gt Maintain Clinics The Maintain Clinics screen displays Maintain Clinics amp JOE CONTACT 86 ELM TEST MISSION KS 66202 5525 9100 95TH STREET OVERLAND PARK KS 66210 913 546 1001 Clinic Master Calendar Manage Staff Training Create New Clinic 2 Under Clinic Search enter one of the displayed search criteria options 3 Click Search The screen refreshes and the search results display on the grid v 1 0 posted 07 05 2014 4 Selecta clinic and click the Selected Row Details arrow Displayed are the details entered when the clinic was created Name Clinic ID Alternate Clinic ID Local Agency ID Telephone Number CLINIC 31 24 7694 6 913 546 1001 Email Address Fax Number Effective Period EBT Status EBT Effective Period From 1 21 2013 Inactive Clinic Space Sq Ft Default Hours of Operaton Current Week Hours of Operaton Contact Details Address Week StartsOn Monday Sunday 8 15AM 4 45PM Name Physical Address Default Working Days Monday 8 15AM 4 45PM Los sonia PARK KS 66210 Monday Tuesday 8 15AM 4 45PM
144. ou are prompted to send a notification letter fn I l Would you like to send JANE DOE a notification letter ves 10 Do one of the following e Click Yes to send a notification letter You are returned to the Case File screen e Click No to bypass the notification letter process You are returned to the Case File screen The Notifications screen can be used to e mail or print notifications as needed Refer to the Notifications scenario on page 5 1 for details Case File Si Frank Rizzo Case File Number Open Date F92 2 January 9 2012 Family ID Family Participant s Recorded Act e Uate 92 JANE DOE investigatio onda lanuary 09 20 12 FIRST a OVERLAND PARK KS 66210 Sanction Monday January 09 2012 v 1 0 posted 07 05 2014 Task E Recording Appeals Complete the following steps to perform this task 1 With a Case File open click Record Appeal The Case Appeal screen displays Case Appeal amp JOE CONTACT gt Case Fe tomber Date opened PEPPERBEREEPEEPEPEEPPEREEPPEPEEPEPEEPEED Family Participant y ByPass e723 44 yPasNw oo CC CMAT QQ13 4 14 PM v 1 0 posted 07 05 2014 Update the Name of Appellant Select a Reason for Appeal Enter or select a Date of Appeal m e P PP Select a Sanction Status Case File Appeal Case File Number Date Opened FF00100000005 1 October 11 2012 Family Participant REPLACE FIT Investigation Investigation Re
145. phone Number e Enter the Email Address e Enter the Fax Number e Select the Region optional e Select the Organization Type optional e Enter the Finance Billing Code Under Effective Period complete the following e Enter or select the Calendar Type e Enter or select the Start Year e Enter or select the End Year optional Within the Hours of Operation box complete the following e Enter the opening time and the closing time for each day of the week that the agency will be in operation e Click on the icon framed in red if the operation times for the remainder of the week will be the same as Monday e Click the box under Closed when the agency will be closed R Mons E 5 00 PM Tuesday Wednesday Thursday Friday Saturday Sunday Note e Click on the Holidays slider bar to see the holiday schedule for the current year See Configuration Settings to setup local agency holidays v 1 0 posted 07 05 2014 New Year s Day 2013 President s Day e Enter the Physical Address Address if 1345 STATE LINE ROAD Gty State if County if Zip Code ks sx omson ri Mailing Address C e Click on the Mailing Address slider bar if the mailing address differs from the physical address Physical Address v 1 0 posted 07 05 2014 6 Under Contact complete the following e Enter the Last Name e Enter the First Name e Enter the Title e Select the Prefix
146. ppear in the assessment section This question displays for all groups of women but not for infants or children WIC Category Dietary Age _ Infant _ 0 4 Months _ 5 8 Months _ 9 12 Months _ child Fa Pregnant Woman y Breatfeeding Woman Non Breastfeeding Woman v 1 0 posted 07 05 2014 e Enter or modify the Question Text to determine how the question displays in the assessment section uestion Text if Are you consuming folic acid from fortified foods and or taking a folic acid supplement daily Edit the text then click save when all settings are selected 3 To modify the settings for an answer do the following for each option in Answer Settings F Answer Settings Sort Order ir Answer Text 1T Allow Free Form Text True False Answer Text E Sort Orde rder Show Question Allow n ba Yes True False Mo 2 False False x v 1 0 posted 07 05 2014 e Add the Answer Text e Select the Sort Order e Under Allow Free Form Text click True to allow free form text e Click Add e Repeat entering Answer Text until all possible answers are inserted in the grid e When the question and answer setting have been completed click Save Congratulations You have successfully completed the Maintain Assessment Questions process v 1 0 posted 07 05 2014 Maintain Breast Pump Issuance Questions This scenario explains the process of managing assessment questions used in th
147. process includes the following tasks Task A Completing the Create Survey Distribution List Input Form 13 2 Task B Exporting the Distribution LISt ccccccseeeeeeseeeeeseeeeeeeeeeeeeeeseeeeeeeeseaeeoaes 13 4 v 1 0 posted 07 05 2014 Task A Completing the Create Survey Distribution List Input Form Complete the following steps to perform this task From the Home screen go to Operations gt Survey Distribution List The Create Survey Distribution List screen displays Create Survey Distribution List amp JOE CONTACT 1 Survey Distribution System 1 Sample Level ir Survey Monkey as State Crossroads WIC Local Agency LA2 Shenandoah Valley WIC Region 06 7 Cinic CL2 Shenandoah Valley Medical System w aen e 2 Complete the following on the screen Select a Survey Distribution System that will be used This file can be used by external survey systems such as Survey Console Survey Monkey or Zoomerang to gather feedback The format of the output file is based on the selected Survey Distribution System v 1 0 posted 07 05 2014 e Enter a Survey Title e Select the survey Audience e Check Anonymous if survey will be anonymous 3 Under Sample Type select one of the following e Check All if the survey will be distributed to all identified in the criteria selection e Check Random if a sample will be selected If random is selected the Percentage to Surve
148. r clinic is selected in the Current Monitoring panel and must be documented for the agency and all clinics that are scheduled Congratulations You have successfully completed the Local Agency Monitoring process v 1 0 posted 07 05 2014 Local Agency and Clinic Self Monitoring This scenario explains how agencies and clinics can perform self monitoring and how the results are recorded Before an agency can be self monitored the agency must be configured for self monitoring which is arranged at the state level This is discussed in the Local Agency Monitoring training scenarios This process includes the following task Task A Recording Agency or Clinic Self Monitoring Results c0ssse 10 12 v 1 0 posted 07 05 2014 Task A Recording Agency or Clinic Self Monitoring Results Complete the following steps to perform this task 1 Log in using the Local Agency and Clinic values for a clinic that has previously been configured for self monitoring 2 From the Home screen go to Operations gt Monitoring and Analysis gt Local Agency and Clinic Self Monitoring The Self Monitoring Results screen displays Self Monitoring Results amp JAN PARMAX C CYNTHIA WOOLF C HELENA YOUNG 1 23 2013 j C TERRY POLZIN C MICHAEL SCHOPPER Nutrition Education Verification of Identity and Residency Anthropometric Measurements Monitoring Task C Monitored Monitoring Task Findin
149. r the Email Address optional if entering telephone number e Enter Telephone Numbers optional if entering an email address Contact Last Name if First Name 77 M L CAMPBELL JOYCE Title 1 Prefix Suffix Manager iz Email Address 17 eee OR Telephone Numbers i g Telephone Number ype 913 546 1001 EEEE 18 Under Operation click on the appropriate check boxes 19 Under Appointment Templates click the correct radio button to select Resource Based Slots or Number Based Slots Operation y Standard J Walk In Appointment Templates YF F Resource Based Slots Number Based Slots Ml Open Access Window 1 Days Save and Continue Cancel il Selecting Resource Based Slots requires the clinic s master calendar to be built using various resources such as specific individuals or generic user roles i e CPA or Nutritionists Selecting Number Based Slots does not require the use of specific resources but does require the number of concurrent slots to be defined to build the clinic s master calendar v 1 0 posted 07 05 2014 20 If using Open Access click the Open Access Window check box and enter the number of days Open Access enables a location to reserve appointment slots for each defined calendar day until a certain point in time is reached The point in time is defined by the number of days entered Until the point in time is reached users cann
150. ra e c Anthro Lab LA Eco Social A s Z Require Source of Information for WIC Z Assign High Risks Z 2 20 Growth Charts Issued ID EBT Card Certification Signature Last Updated By rparsons5 aes Last Updated On 1 30 2013 2 55 40 PM Cancel v 1 0 posted 07 05 2014 2 Under Clinic select the Allow Duplicate Individual Linking check box ao Application Expiration Days BioChemical Cut Off Days Anthropometric Cut Off Days 30 90 60 Scales Statiometer Device Detection No of Days Before Re Certification Is Enabled Weeks Gestation Full Term L Doran Scales _ Seca Flash 101 7 Health 0 Meter 30 40 Weeks Gestation Pre Term Cutoff Clinic Dashboard Refresh Seconds Allow Alternate Funding az 60 F Yes Gino kA SSN Visible _ Allow Breast Pump Issuance for Pregnant Women Military Status Visible C Allow Breastfeeding Peer Counseling for Pregnant _ Search for Active Records _ Utilize End of The Month for Certification End Date a an 3 Click Update A status message displays indicating success v 1 0 posted 07 05 2014 Task B Searching for Dual Participation Complete the following steps to perform this task 1 From the Home screen go to Operations gt Search Dual Participation The Search Dual Participation screen displays Search Dual Participation amp Frank Rizzo Pre defined Search Definitions Same Date of Birth AND Same First Initial OR Sounds li
151. rch The grid displays the results of the search January 15 2013 January 11 2013 January 11 2013 January 7 2013 January 7 2013 December 31 2012 November 30 2012 November 30 2012 November 14 2012 Sf 7 7 7 7 7 7 v 1 0 posted 07 05 2014 3 Select a result in the grid and click Select Case File The Case File screen displays Case File amp JOE CONTACT Open Date October 11 2012 Family Participant REPLACE FIT Thursday January 17 2013 15918 W123RD STREET j Thursday October 25 2012 OVERLAND PARK KS 66210 Thursday January 17 2013 Thursday January 17 2013 Scan Documents view Documents Record Investigation Record Sanctions Record Appeal Record Hearing Close Case File Cancel 4 Click Close Case File A status message displays indicating success and you are returned to the Maintain Case Files screen Once a case file has been closed its information can be viewed but can no longer be updated Congratulations You have successfully completed the Maintain Case Files process v 1 0 posted 07 05 2014 9 INVENTORY Search Product Inventory This scenario explains the process of adding inventory searching for product inventory ordering inventory issuing inventory disposing of inventory and returning inventory This process includes the following tasks Task A Adding INV NTOPY c ccccceseeeeseeeeeseneeeeneeeneeeeaseoeneeenseo
152. reate a New COMMUNICATION TYyPO c scscceeseeeeeeseeseeeeneeeeeneseeneeseaes 15 67 Task B Modify an existing COMMUNICATION TYPeC cccceeseeeeeeeeeeeeeeneeeeneeneees 15 70 v 1 0 posted 07 05 2014 Task A Create a New Communication Type Complete the following steps to perform this task 1 It is only possible to create a new communication type in Crossroads without adding code by creating a new appointment type from the Maintain Appointment Types screen See Maintaining Appointment Types scenario in this manual Maintain Appointment Types JAN PARMAX Initial Certification Subsequent Certification Food Benefit Issuance Nutrition Education Individual os X Ne Benefit Issuance A new appointment type is created on the Manage Appointment Types screen in order to illustrate the creation of new communication types Breast Pump Certification Documents EST Availablity Notification Ineligibiity Notification Wait List Clinic Monitoring Initial Certification Nutrition Education Class t Certification Outsourced Agency Expense eee J NEfRenefit Issuance J NEfBenefit Issuance P NEfBenefit Issuance J NEfRenefit Issuance J NEfenefit Issuance P NE Benefit Issuance System Default System Default System Default System Default System Default System Default System Default Communication Template lt Frank Rizzo sa San ie After the new appointment type is created a defa
153. red A PA As z EF Ae z P fe z Ae tata es AP js eae fate ae ae ag a PAR As Ae a P Ae z PF rr P Ap As z EF ri z PP Ay Notes Recipe organizers given to participants that attend Cooking Food 3 Edit the selected inventory type as necessary Serialized _ Inventory Product Expiration WJ Issue to WIC Participant 4 Re order Threshold Required _ Maintenance Required PEER RELE REE E LELE EER EER EERE REE EERE RRR RRR RRR RRR RRR RRR RRR RRR RR Bede de dd ede de ed de ede dd dd dd dd de ed de ddd edd ddd de de de de ede de eo ee ld Notes Recipe organizers given to participants that attend Cooking Food classes v 1 0 posted 07 05 2014 4 Click Save A status message displays indicating success You are returned to the Maintain Inventory Type screen and the grid is updated to display the changes Congratulations You have successfully completed the Maintain Types process v 1 0 posted 07 05 2014 Maintain Manufacturers This scenario explains the process of adding and editing manufacturers This process includes the following tasks Task A Adding a New Manufacturer ccssccssecseecsesnesenseeneeenseeneeeeeseseseneseees 9 57 Task B Editing a Manufacturer ccceecceeeeceeeeeeeeeeeneeeeeeeeaeeeeeeaeaeecaeeaeneeeeneaeasenees 9 59 v 1 0 posted 07 05 2014 Task A Adding a New Manufacturer Complete the following steps to perform this task 1 From the Home screen go to Opera
154. rer ss eitaictsanitsen dumedasn cathe swan adenigien dis saxcutagar ond vsausiaiinigicdeavancue onaniese 9 59 ISSUCG F rmula NOMS siirsin nisasie naaa iasaid aiaei ibni 9 61 Task A Search for Formula Items Issued to Participants cccccceececceeeeeeeeeeeeeeeesaeeeeseeeeees 9 62 10 MONITORING AND ANALYSIS 00 0cccccsssscccsssscnnseccsnsssscnnseesenessscnseseccnesensnssesesssss 10 1 v 1 0 posted 07 05 2014 Local Agency Monitoring siccciacicscctn cic cctacierteceeecca cise eewcueh even titvedeedinwatanditvadendinedd 10 1 Task A Scheduling Agencies and Clinics for On Site Monitoring ccceccceeeesseeeeeeeeaeeeeeees 10 2 Task B Recording Agency and Clinic Monitoring Results cccccccsseeeeeeseeeeseeseeeseeeeeeees 10 7 Local Agency and Clinic Self MOnitoring cccccssseseeseeeeeeeeeseesensesenneeseneess 10 11 Task A Recording Agency or Clinic Self Monitoring R SuIts ccccccecceseseeeeeeeeeeseeeeees 10 12 Local Agency and Clinic AnalySIS ccccscssseseeseeeeeeeseeeesesenseeeseeeeseseneeneeoeeenens 10 15 Task A Selecting the Parameters for the R DOrt ccccccssssececcceeseeeeeeeeeeeeeesseeeeeeessaaaeeees 10 16 Task B Selecting and Displaying the Report for Agencies and Clinics ccccceseeeeeeeeeeees 10 17 11 MANAGE STAFF TRAINING wrcwisecciesccel dees carded caciccatecnwreencceneccewadaawisecdindacetdeaeisbie 11 1 Manage Staff Tr iNiNg sive c
155. rocess Notifications amp JOE CONTACT Sent By E mail Print Mailing Labels 1 System Default 2 Check the E mail Text box for one or more records in the Search Results grid Appointment Co ations Search Results otal Items 7 _E mail Text Print Phone Family 1D_ Parent Guardian Name Preference Appointment Type __ Appointment Date Appointment Status Attachments Ol J _ Fo0200000074 Mail Food Benefit Issuance 01 16 2013 Scheduled F00200000074 SUSAN BROWN Nutrition Education Individual 01 16 2013 F00200001019 ARETHA DOE Food Benefit Issuance 01 16 2013 F00200001019 ARETHA DOE Food Benefit Issuance 01 16 2013 F00200001019 ARETHA DOE Nutrition Education Individual 01 16 2013 F00200001019 ARETHA DOE Nutrition Education Individual 01 16 2013 F00200001097 TAMMY GRAY Initial Certification 01 16 2013 K Eje E Ejk c DND E A Sent By E mail Print Mailing Labels 7r The E mail Text box can be checked if the family selected email or text as their preferred method of contact 3 Select the Sent By E mail This is the user or agency address that will appear in the From section of the e mail Click Attachments if you would like to add an attachment to the communication v 1 0 posted 07 05 2014 4 Click Complete Communications A status message displays and the notifications will be e mailed during the nightly batch process v 1 0 posted 07 05 2014 Ta
156. roducts grid The items associated to the selected product display in the Inventory Search Results Items grid m o m m m o m m a Reserve Dispose Return Items v 1 0 posted 07 05 2014 3 Select the check box associated to an Issued item within the Inventory Search Results Items grid 348 Farmers Market Booklet 350 Farmers Market Booklet 15 391 Farmers Market Booklet 1 Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet Farmers Market Booklet 4 Click Return Items The Return Inventory Item screen displays Return Inventory Item amp JOE CONTACT Return From 1 LOPEZ Family Family ID F00200000122 1125 GRANDVIEW ROAD Actual Return Date 16 1 19 2013 a PAPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPD ED Comments x ByPass New 1 19 2013 7 24 PM J 4 v 1 0 posted 07 05 2014 5 Update the quantity in the Quantity to Return column of the Inventory Items to Return grid as necessary 6 Enter or select the Actual Return Date 7 Enter Comments as necessary 8 Click Return The Search Product Inventory screen refreshes and displays a status message indicating success The Inventory Search Results Items grid refreshes and the Status of the returned item is updated to On Hand State Inventory Number Farmers Market Booklet 9902 Farmers Market Booklet Farmers Market Booklet 15 Farmers Market Book
157. s Clinic CL2 DOUGLAS COUNTY WIC PROGRAM Clinic CL3 LEAVENWORTH COUNTY WIC PROGRAM Clinic CL4 DONIPHAN COUNTY WIC PROGRAM _Local Agency LA2 Wichita Area IA On Site Monitoring a Self Monitoring i Functional Areas to Monitor Notice that the Local Agencies On Site Monitoring shows 0 in red representing the agencies that have been scheduled none in this case When they are scheduled a green check mark is added and the percent scheduled will change When sufficient agencies have been scheduled to meet the percentage required each year the percent will become green The red and green arrows on the left allow the agencies to be moved to either On Site or Self Monitoring for the Federal Fiscal Year to allow states to schedule the required number of On Site monitoring visits 6 Under Current Monitoring select the agency or a clinic to schedule for monitoring by clicking on the desired row in the grid The screen is updated to display the related information for the selection Monitored Date Status Clinic Clinic CL3 LEAVENWORTH COUNTY WIC PROGRAM Clinic CL4 DONIPHAN COUNTY WIC PROGRAM Local Agency LAZ Wichita Area ii ja I The On site Monitoring check box is selected and disabled automatically if The selected agency is listed within the On site Monitoring grid 2 The agency is selected in the Current Monitoring grid The
158. s Create New Local Agency Cancel 2 Under Local Agency Search enter one of the displayed search criteria options 3 Click Search The screen refreshes and the search results display on the grid 4 Select the agency and click the Selected Row Details arrow Displayed are all the details entered when the agency was created 4 Organization Type PARKKS O 0 KEN Contact Details Name JANE DOE i 32000 METCALF AVENUE OVERLAND PARK KS 66210 Title 32000 METCALF AVENUE OVERLAND PARK KS 66210 Email Address jdoe yahoo com Telephone Numbers Cellular 913 451 8787 Hours of Operaton Caseload To Staff Ratio th Monday From 08 00 AM To 05 00 PM ici Local Agency Average Caseload To Staff Ratio 0 esda From 08 00 AM To 05 00 PM State Average Caseload To Staff Ratio 0 POPNE E a v 1 0 posted 07 05 2014 5 Click the plus sign on the local agency row The clinic s affiliated with the local agency display Local Agency ID 7 525 MAIN OVERLAND PARK KS O 913 451 8787 MISSION CLINIC 86 ELM TEST MISSION KS 66202 5525 913 822 4433 OFFLINE CLINIC 10722 ROE AVE A LEAWOOD KS 66211 913 544 5470 OLATHE CLINIC 5432 OAK OLATHE KS 66051 6 Click the Edit button You are directed to the Local Agency Detail screen Make the necessary changes Local Agency Detail amp FRANK RIZZO a Name 1 Alternate ID 77 una Telephone Number Email Address e Fax Number 77 E lagency6 yahoo com ay Region Organi
159. s com VA Health Bites To update an existing provider select the row for the provider in the grid Make the necessary changes in the fields and click the Update button Congratulations You have successfully completed the Maintain Nutrition Education Topics process v 1 0 posted 07 05 2014 Maintain Training Types This scenario explains the process of adding editing and maintaining training types This process includes the following tasks Task A Maintaining Training TYPe s ccccccsscssssseseeeseeeseeeeeeeseneeeaeeoneeeeeeeneenens 15 14 Task B Adding and Editing Training Types ccccsccsseeseseeeseeeeseeeseeenseseneeeeees 15 18 v 1 0 posted 07 05 2014 Task A Maintaining Training Types Complete the following steps to perform this task 1 Role System Administrator x From the Home screen go to Operations gt Setup gt Maintain Training Types The Maintain Training Types screen displays Maintain Training Types amp RON PARSONS fy a Available Training Types Breastfeeding Promotion and Support Child Nutrition and Health Childhood Overweight Obesity Counseling and Education Guides Dietary Guidance Food Buying and Preparation Food Safety Infant Nutrition and Health Medical Nutritional Risk Assessment Oral Health Orientation Material for Participants Outreach and Marketing of WIC Pregnancy Vitamins and Minerals v 1 0 posted 07 05 2014 2 Under A
160. s ii fom fom The Search Result grid displays the Vendor ID Peer Group ID Redemption Category Subcategory Quantity UoM Presentment Paid and NTE for all food items that match the specified filter criteria Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid 4 Click the View button to view the details of an existing food item record as needed The Food Item Details screen displays Food Item Information Food Category UPC Vendor Redemption Date BenefitBegin Date Obligation Amount Benefit Reason Cereal Adult General Mils Wheat Chex 1 5 2012 12 29 2011 99 75 Food Subcategory Benefit Quantity Benefit UoM Benefit End Date Claimed Amount Cereal Adult All Authorized 5 00 Ounces 1 28 2012 599 75 Vendor Information Family Information Vendor ID Number Vendor Peer Group Peer Group Maximum Price Family ID Number Family Parent Guardian 9255 National Urban Zo2 PAUL RUDD Vendor Name Peer Group Average Price DOWN WITH THE SICKNESS v 1 0 posted 07 05 2014 5 Click Override to override the food item The EBT Payment Override Confirmation screen displays 6 Select the Override Payment Reason 7 Click Save A status message displays 8 If multiple transactions need to be overridden for the same reason on the EBT Food Override Tool screen select the check box for each record
161. s process includes the following tasks Task A Overriding a Payment cccccssesceeeeeseeenseeeseeenseeeneeonseeenseeaseneneeoeeeseaees 14 12 v 1 0 posted 07 05 2014 Task A Overriding a Payment Complete the following steps to perform this task 1 From the Home screen go to Operations gt EBT gt Override Payment The EBT Override Payment Review screen displays EBT Override Payment Review amp Frank Rizzo 2 Under Filter Criteria enter or select the Start Date and End Date and or the Vendor Name to search for EBT override payment records The screen refreshes and displays the results in the Search Result grid v 1 0 posted 07 05 2014 The Search Result grid displays the Unique Redemption Transaction Vendor Name Adjustment Amount Adjusted By Adjusted Date Time ACH Payment Request Trace ACH File Name and ACH Payment Request Transmitted Date Time for all EBT transaction record that match the specified filter Click a column header to sort the items in the grid Click and hold then drag and drop columns of information to reorganize the order of the columns in the grid Click the View button 4 to view the details of an existing record as needed Click ACH Payment Request to request an ACH payment For details refer to the Requesting an ACH Payment scenario Congratulations You have successfully completed the Override Payment process v 1 0 posted 07 05 2014 Search
162. s task 1 From the Home screen go to Operations gt Monitoring and Analysis gt Local Agency Monitoring The Local Agency Monitoring screen displays Local Agency Monitoring amp JAN PARMAX Federal Fiscal Year FFY _LA1 Western Kansas t LA2 Wichita Area t LA3 Central Kansas t LA4 Northern Kansas t LA5 Kansas City Area C On Site Monitoring _ Self Monitoring Monitoring Team C Frank Rizzo 4 C Frank Rizzo C Frank Rizzo C Frank Rizzo a C Notify Local Agency Clinic S W O T Print Task List Print Random Sampling Record Monitoring Results 2 Enter or select the Federal Fiscal Year FFY Click Add Next FFY Schedule to add the next FFY The next FFY is added to the drop down list and the Add Next FFY Schedule button is hidden from view Federal Fiscal Year FFY v 1 0 posted 07 05 2014 There is a system configuration setting that indicates the date for Local Agency Monitoring to set the next FFY schedule In the normal course of events when this date is reached the end of day processes will automatically create a new FFY and update the background scheduling processes Assuming this process occurs the Add Next FFY button will not display on the screen 3 Under Local Agencies On Site Monitoring click the Move icon Tf to move agencies to or from the On site Monitoring and Self Monitoring grids Federal Fiscal Year FFY 2013 Local Ag
163. sers a real time view of the activities of all agencies in the state This process includes the following tasks Task A Viewing State Family Workflow Activity ccccsseesseeseseceneeenseseneeeeees 2 2 Task B Viewing Local Agencies Workflow ACtiVity cccccccesseseeeseeeeseeeeeeeseeeeees 2 3 Task C Viewing Clinic Workflow Activity cccccceeeeeeteneeeeneeeeneeeeneeseeseeeeeeeeeeneenees 2 4 v 1 0 posted 07 05 2014 Task A Viewing State Family Workflow Activity Complete the following steps to perform this task 1 From the Home screen go to Operations gt State Family Workflow Dashboard The State Family Workflow Dashboard screen displays State Family Workflow Dashboard amp JOE CONTACT LA2 Shenandoah Valley WIC Region 06 LA3 Marion County WIC Region 03 LA4 Local Agency 4 LAS Local Agency 5 Refresh Cancel 2 If you would like to update the data to get current totals click Refresh Under State Activity the total family appointments for today from all agencies display under Appointments Total family appointments checked in at the time of viewing display under Checked In The total WIC families who are being served currently display under In Progress The total completed appointments display under Completed v 1 0 posted 07 05 2014 Task B Viewing Local Agencies Workflow Activity Complete the following steps to perform this task 1 Click the plus s
164. settings for that question The screen below shows the blank fields before a question is selected The screen above showing the results of a search for folic in the question text shows the settings for the question in the highlighted row Manage Assessment Questions amp JAN PARMAX Dietary Assessment Multiple Select What types of green leafy vegetables do you eat Family Assessment Yes No Will this change the sort order Participant And Program Characteristics Study Multiple Choice Are Service Site IDs reported in the data CHECK ONE ANSWER BELOW Dietary Assessment Multiple Choice Are you consuming folic acid from fortified foods and or taking a folic acid supplement daily April data file 6e Ww Allow Free Form Text P True False Enter the Text for the Question 2 To modify the setting for a question do the following for each option in Questions Settings e Select the Active check box to have the question active in the Crossroads Assessment section i Question Text 17 Sort Order if April data fie C E Active Required v 1 0 posted 07 05 2014 e Enter the Sort Order to determine what order the question will appear in the assessment section aXe eee Answer Settings Sort Order if Answer Text 19 Allow Free Form Text True amp False add clear e Select the WIC Category Dietary Age in order to select WIC categories and or ages of WIC participants for which the question will a
165. sk A Selecting the Parameters for the Report cccccsssseesseneeeseneeseeesenseees 10 16 Task B Selecting and Displaying the Report for Agencies and Clinics 10 17 v 1 0 posted 07 05 2014 Task A Selecting the Parameters for the Report Complete the following steps to perform this task 1 From the Home screen go to Operations gt Monitoring and Analysis gt Local Agency and Clinic Analysis The Local Agency and Clinic Analysis screen displays Local Agency and Clinic Analysis amp CYNTHIA WOOLF y Current Federal YTD State Local Agency Clinic Current State YTD All a Date Range LA A LOCAL AGENCY A P From Jan LA B LOCAL AGENCY B LA1 Central WV WIC Region 02 To LA2 Shenandoah Valley WIC Region 06 2 Select the Date Range for the report e Current Federal YTD Year to Date e Current State YTD Year to Date e Date Range From To e Select the Scope o State o Local Agency select from list o Clinic select from list Date Range Current Federal YTD Current State YTD Date Range Scope State Local Agency All 123 JOHNSON COUNTY HEALTH DEPT 12345 X CLINIC No Show Percentage D From jan x 2012 Ly LA1 Central WV WIC Region 02 CL2 Shenandoah Valley Medical System LA2 Shenandoah Valley WIC Region 06 CL3 Jefferson County WIC Program To Dec e 2012 hax LA3 Marion County WIC Region 03 CL4 Morga
166. sk E Completing Multiple Notifications by Phone Complete the following steps to perform this task 1 Access the Notifications screen and conduct a search Notifications amp JOE CONTACT ini B Logout 4 j Search Clear Criteria Sent By E mail Print Mailing Labels 1 as System Default x Cancel 2 Observe the Phone column of the Search Results grid __ E mail Text Print Phone Family 1D Parent Guardian Name Preference Appointment Type Appointment Date Appointment Status Attachments _ x g oO F00200000074 SUSAN BROWN Food Benefit Issuance 01 16 2013 Scheduled x g E F00200000074 SUSAN BROWN Nutrition Education Individual 01 16 2013 Scheduled x oO Fal F00200001019 ARETHA DOE Food Benefit Issuance 01 16 2013 Scheduled x A F00200001019 ARETHA DOE i Food Benefit Issuance 01 16 2013 Scheduled x g g F00200001019 ARETHA DOE Nutrition Education Individual 01 16 2013 Scheduled e g g F00200001019 ARETHA DOE Nutrition Education Individual 01 16 2013 Scheduled x oO F00200001097 TAMMY GRAY Initial Certification 01 16 2013 Scheduled Sent By E mail Print Mailing Labels 7r System Default r C B Attachments Preview Communication Complete Communications Cancel The Phone check box is checked if the family s preferred method of contact is by phone Deleting a row in the grid is the only other user action that can be taken since phone communication is controlled by the applica
167. ssociate Training Types select a Role Finance Rebate Monitor Farmers Market Admin WIC Coordinator Scheduler Lab Technician WIC Clerk State Auditor 1 Operations Manager System Admin Readonly Vendor Clerk Vendor Manager Vendor Investigator State Auditor Working Hour Access v 1 0 posted 07 05 2014 3 Under Available Training Types select one or more training types 4 Click the Left Arrow button akm The training type s selected displays under Associated Training Types Child Nutrition and Health Childhood Overweight Obesity Counseling and Education Guides Food Buying and Preparation Food Safety Medical Nutritional Risk Assessment Orientation Material for Participants Outreach and Marketing of WIC Annual Training Requirement test System Admin Training security Amnin Training LA Security Admin Training Breastfeeding Promotion and Support Dietary Guidance Infant Nutrition and Health Oral Health Pregnancy v 1 0 posted 07 05 2014 Breastfeeding Promotion and Support Available Training Types Dietary Guidance l Child Nutrition and Health Infant Nutrition and Health Childhood Overweight Obesity Oral Health Counseling and Education Guides Pregnancy Food Buying and Preparation Food Safety Medical Nutritional Risk Assessment Orientation Material for Participants Outreach and Marketing of WIC Vitamins and Minerals test Annual Training Requirement te
168. st System Admin Training security Amnin Training LA Security Admin Training This action will affect all staff in the system All new training types will be added and cannot be removed from staff training history All training removed will be inactivated for existing staff Do you wish to proceed If Yes is clicked all current and future staff assigned the selected role will be required to complete the selected training type s Click No to cancel the process and to make changes as necessary 6 Select Yes to complete the process of associating training type s to the selected role A status message displays indicating success v 1 0 posted 07 05 2014 Task B Adding and Editing Training Types Complete the following steps to perform this task 1 From the Maintain Training Types screen click Maintain Training Type Detail The Maintain Training Type Detail screen displays Due Date Days Active Continuing Education Reschedule Breastfeeding Promotion and Support 30 Child Nutrition and Health 30 Childhood Overweight Obesity 30 Counseling and Education Guides 30 Dietary Guidance 30 a Food Buying and Preparation 30 Food Safety 30 Ln seks Infant Nutrition and Health 30 IA SAA AA AA Oral Health Orientation Material for Participants Outreach and Marketing of WIC Pregnancy Vitamins and Minerals System Admin Traning o o LJ o o o E o A a e eel o LJ o o o o OKKARA
169. sted 07 05 2014 Task A Correlating Clinic Rooms to Navigation Complete the following steps to perform this task 1 From the Home screen go to Operations gt Correlate Clinic Rooms to Navigation The Clinic Room Navigation screen displays Clinic Room Navigation amp TRAIN THIRTYTWO Clinic Room Clerk Room Navigation Links C Family Demographics C Family Assessment C Participant Demographics C Participant Demographics L Income Information C Health Information C Health Information L Anthro Lab C Eco Social Assessment C Dietary amp Health C Assigned Risk Factors C Identification Document C Issue EBT Card _ Certification Signature L Certification Summary C Family Alerts C Notes C Scanned Documents C Care Plan Summary C Care Plan Detail C Referral Program C Nutrition Education C Maintain Goals C Prescribe Food C Issue Food Instruments C Issue FM Food Instruments C Food Instrument List C Replace Current Benefits C Return Formula EBT Activity History C Subsequent Certification This screen is also accessed from the Maintain Clinic Rooms screen For details refer to the Maintaining Clinic Rooms scenario 2 Select the Clinic Room The Navigation Links for the selected room display v 1 0 posted 07 05 2014 Clinic Room Clerk Room 7 Health Assessment aphics ent C Participant Demographics Participant Demographics Income Information He
170. t Battery Pack On Hand Lactina Plus Breast Pump Single Deluxe Electric Breast Pump EBT Card ID Card Similac PM 60 40 Powder 14 1 oz Glutarex 1 Powder 14 1 oz Nutramigen Enflora LGG Powder 12 6 oz Farmers Market Booklet Medula afafa fh ee ee ee eee eo Return Items 2 Double click a product listed within the Inventory Search Results Products grid The items associated to the selected product display in the Inventory Search Results Items grid 8 Count Battery Pack Disposable Nursing Bra Pads Single Electric Pump Collection Bottle with solid lid Breast sheilds Softfit 2 pack Lactina Plus Breast Pump Single Deluxe Electric Breast Pump EBT Card ID Card Glutarex 1 Powder 14 1 oz Nutramigen Enflora LGG Powder 12 6 oz Farmers Market Booklet Return Items v 1 0 posted 07 05 2014 3 Select the check box associated to an item within the Inventory Search Results Items grid 4 Click Dispose The Dispose Inventory Item screen displays Dispose Inventory Item amp FRANK RIZZO A Disposition Date 77 Disposition Reason 77 mws A C B PAAPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPPP PDA Comments x eeddings New v 1 0 posted 07 05 2014 5 Update the quantity in the Quantity to Dispose column of the Inventory Items to Reserve grid as necessary Enter or select the Disposition Date Select the Disposition Reason Enter Comments as necessary O p a m Click Dispose
171. t Clinic Name gt 3 Select the Communication Type to modify 4 Make the modifications necessary using standard word processing and click Save A status message indicates success at modifying the communication type Congratulations You have successfully completed the Maintain Communication Types process v 1 0 posted 07 05 2014 Maintain Functional Areas This scenario explains the process of adding monitoring tasks and creating functional areas This process includes the following tasks Task A Adding a Monitoring Task for Each Functional Area ssecssseee 15 73 Task B Creating New Functional Areas c ccessceseeeseeeneenesenesenseenesenesenees 15 74 v 1 0 posted 07 05 2014 Task A Adding a Monitoring Task for Each Functional Area Complete the following steps to perform this task 1 From the Home screen go to Operations gt Setup gt Maintain Functional Areas The Maintain Function Areas screen displays Manage Functional Areas amp JOE CONTACT Functional Area Name 17 gt lt Management Certification Nutrition Education Certification Participant Services X Civil Rights Compliance X Acmuntebilty Monitoring Task Financial Management Systems Monitoring Task Name X Food Delivery Systems CoO Monitoring Task Description Tasknamwe Trask Description _ SOS X NE Standards Met NE Standards are met for certification
172. t Date The Start Date defaults to today s date 4 Within Incident Date Range enter or select the following e Enter or select a Start Date e Enter or select an End Date Incident Date Range Start Date 5 Within Target Resolution Date Range enter or select the following e Enter or select a Start Date e Enter or select an End Date Target Resolution Date Range v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 6 Within Assigned To choose one of the following e State Office e Local Agency e Clinic Assigned To State Office Local Agency Clinic Shenandoah Valley WI Ra If an Assigned To option is selected for the search use the associated drop down list to further refine search criteria 7 Enter or select a Resolution Date 8 Enter or select an Assigned to Role option 9 Under Issue Reported By select one of the following e Family Participant e Other e WIC Staff e Anonymous e Vendor Issue Reported By Family Partidpant Other WIC Staff 9 Anonymous Vendor v 1 0 posted 07 05 2014 10 Under Issue Reported About select one of the following e Family Participant Issue Reported About Family Partidpant Policy amp Procedure WIC Staff Other Vendor g Location Family ID A uniquely titled box displays for each option when selected Use the associated box to further refine search criteria e Polic
173. t List Replace Current Benefits Return Formula EBT Activity History Subsequent Certification v 1 0 posted 07 05 2014 This will correlate the navigation links to the Links that have been already correlated to another clinic room will not be available for selection Each link can only be correlated to a single clinic room v 1 0 posted 07 05 2014 18 CORRELATE APPOINTMENT TYPES TO NAVIGATION Correlate Appointment Types to Navigation The Appointment Type Navigation screen is used to correlate appointment types to navigation links This process includes the following task Task A Correlating Appointment Types to Navigation ccssscsssessesseeseseeeees 18 2 v 1 0 posted 07 05 2014 Task A Correlating Appointment Types to Navigation Complete the following steps to perform this task 1 From the Home screen go to Operations gt Correlate Appointment Types to Navigation The Appointment Type Navigation screen displays Appointment Type Navigation m Frank Rizzo z 5 er n ca l aee v 1 0 posted 07 05 2014 2 Select the Appointment Type The Navigation Links for the selected appointment type display _ Identification Document oO Family Alerts Gg Care Plan Summary G Care Plan Detail Referral Program Health Information Nutrition Education Health Information _ Maintain Goals Anthro Lab oO Prescribe Food Eco Social Assessment _ Issue Food I
174. t of users for this clinic displays Clinic Detail amp JOE CONTACT Maintain Appointment Types Clinic Master Calendar Manage Staff Training Add User To Location Open Clinic save Cancel 2 To add a user to the clinic click Add User to Location The Clinic WIC Staff Search screen displays Clinic WIC Staff Search amp Frank Rizzo na _ State Local Agencies gy SelectAll BY Select All Central WV WIC Region 02 Shenandoah Valley WIC Region 06 Marion County WIC Region 03 Local Agency 4 Local Agency 5 v 1 0 posted 07 05 2014 3 Search for and select a user to add to the location WIC Staff WIC Staff Sarah Scheduler Roles w LI cra _ Farmer s Market Admin C Lab Technician C LA Security Admin O Operations Manager C State Auditor C State Auditor 1 C System Admin Readonly C WIC Coordinator C Working Hour Access 1 21 2013 5 18 55 AM Clinic WIC Staff Search 12 28 2012 12 42 45PM New Family 9 7 2012 5 58 54PM 1 16 2013 8 14 14 AM Certification Signature x Scheduler al Approved J t WIC Clerk Approved x rere Total FTE at this Location FTE Overage 5 Select the Roles for this staff for this clinic and click Add The roles are added to Role Details grid 6 Enter the FTE for each of the roles for this clinic 7 Click Save A status message displays indicating success at adding these roles for the clinic To confirm t
175. te Inventory Number cee trea C Out for Maintenance 3 Update the selected Location if necessary by doing the following e Click Location Lookup button a The Location Selection screen displays Crossroads WIC Ra v 1 0 posted 07 05 2014 e Select the desired location as necessary CL Shenandoah Valley Medical System e Click Select A status message displays indicating success and you are returned to the Add New Inventory Item screen Add New Inventory Item amp FRANK RIZZO a CL Shenandoah Valley Medical System Choose Inventory Product 1 Nothing Selected Select Item Entry Method single Item Multiple Item Date Added To Inventory 1 31 2013 v 1 0 posted 07 05 2014 4 Click Choose Inventory Product button to search for and select a product The Inventory Product Search screen displays 5 Search for a product by completing one or more of the following e Enter a Product ID e Enter a Product Name e Select an Inventory Type 6 Click Search The Inventory Product Selection grid refreshes and displays the result of the search Single Electric Pump E Swing Breast Pump and Kit Single use Electric Breast Pumps Single use Electric Breast F 7 MCH Inventory L MCH Inventory Only v 1 0 posted 07 05 2014 7 Double click the desired product listed in the grid The Add New Inventory Item screen refreshes and displays the selected product 8
176. ted in the overall process You can follow the associated Steps for more detail as needed Module Setup for State specific Functionality The Crossroads WIC System requires some initial setup before it can be used Setup for the User Manual includes the following Features Certain features of the User Manual are set up using the System Administration module These features must be set up before the system is used to ensure the system functions as expected Please refer to the Manage System Settings section of the System Administration Module DFDD for additional information about state defined features The following is a list of applicable system settings of Local Agencies to Monitor Percentage of the State s Local Agencies that require on site monitoring on an annual basis default to 50 as this is the minimum established in the regulations Date for LA Monitoring to Set the Next FFY Schedule Month and day of the year to establish the on site monitoring schedule for the next federal fiscal year based on the of Local Agencies to Monitor and the Local Agencies Monitored the previous year default to July 1 Participant and Program Characteristics Interface FTP specifications for the WIC Participant and Program Characteristics Study data destination v 1 0 posted 07 05 2014 2 STATE FAMILY WORKFLOW DASHBOARD State Family Workflow Dashboard The State Family Workflow Dashboard provides state Crossroads u
177. the associated drop down list to further refine assignment options 4 Selecta role from Assigned to Role System Administrator 7 5 Select the Issue Priority 6 Click Save A status message displays indicating success You are returned to the Create Customer Service Issue screen and it is updated to display the assignment information ppp fpf ppp pp fp fp pp ppp pp pp ppp pp p pp fp pp py Customer Service Comments ye ByPass New DFY EFEFEF ByPass Visited the location ByPass Please contact the caseworker at 913 322 1212 Created By Issue Currently Assigned To JOE CONTACT System Administrator of CL2 Shenandoah Valley Medical System E oS CJ Scan Documents View Documents Reassign Issue Associate Issue Create Case Fil v 1 0 posted 07 05 2014 Once an issue has been assigned click Reassign Issue to change the assignment of the issue Click Associate Issue to associate the issue to another customer service issue having the same Reported By and or Reported About information 7 Click Save A status message displays indicating success You are returned to the Maintain Customer Service Issues screen and the selected issue has been assigned Congratulations You have successfully completed the Maintain Customer Service Issues process v 1 0 posted 07 05 2014 5 NOTIFICATIONS Notifications The Notifications screen allows you to manage notifications and send communi
178. ticipants that attend the Cooking Foods class Oooo i i_32 5 Click Save A status message displays indicating success You are returned to the Maintain Inventory Type screen and the newly added inventory type is added to the grid anroryv iv gt Hif te S es Maintenance Re Order Threshold Issue To WIC a a 1 Books Active No User No No No Yes AR Pd 11 Physical Activity Kit Active No User No No Yes 2 Farmers Market Checks Active No User Yes Yes Yes g 14 Activity Organizers Active No User Yes Yes Yes a As f B Complimentary Formula Active Yes System No No No Yes AR m As 8 16 WIC Recipe Organizers Active No User No No No Yes v 1 0 posted 07 05 2014 Task B Editing an Inventory Type Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Maintain Types The Maintain Inventory Type screen displays Maintain Inventory Type amp JOE CONTACT Multi use Breast Pumps Breast Feeding Supplies The Inventory Type grid displays a list of all active inventory types Click Show All to display both Active and Inactive inventory types within the grid v 1 0 posted 07 05 2014 2 Click the Edit button The Edit Inventory Type screen displays Type Name r WIC Reape Organizers Created By User _ Serialized _ Inventory Product Expiration Issue to WIC Participant _ Re order Threshold Required _ Maintenance Requi
179. tion s automated batch process v 1 0 posted 07 05 2014 Task F Deleting Notifications from the Queue Complete the following steps to perform this task 1 Access the Notifications screen and conduct a search Notifications Frank Rizzo Appointment _ Appointment Date From C B Appointment Type Appointment Status ia Sent By E mail Print Mailing Labels System Default Attachments Preview Communic F00200001019 F00200001019 F00200001019 F00200001019 F0020000 1097 01 16 2013 Sent By E mail Print Mailing Labels 7r System Default ram C B Attachments Preview Ci Click the Delete button to remove a notification from the queue The Delete Communication screen displays 3 Are you sure you want to delete this communication from the queue v 1 0 posted 07 05 2014 If the scheduled appointments shown in the grid are rescheduled the queue will delete the scheduled notification and send info about the newly rescheduled appt The same applies with cancelled It will not send a scheduled and cancelled notification 3 Click Yes A status message displays and the notification is removed from the screen Congratulations You have successfully completed the Notifications process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 6 MAINTAIN OUTREACH ORGANIZATIONS Maintain Outreach Organizations The system maintains contact lists of organizations
180. tions gt Inventory gt Maintain Manufacturers The Maintain Manufacturer screen displays Maintain Manufacturer amp Frank Rizzo Breast Pump Abbott 100 ABBOTT PARK ROAD ABBOTT PARK IL 600643500 Food Mead Johnson 8123 COLLEGE OVERLAND PARK KS 66210 Food v 1 0 posted 07 05 2014 3 Enter a manufacturer Name 4 Enter Type choose one e Breast Pump e Food 5 Enter Address 6 Enter ZIP Code City State and County will automatically populate Abbott Food Address 17 oh A 100 ABBOTT PARK ROAD a aa ZIP Code ir City i State if County if 60064 3500 NORTH CHICAGO 7 Click Save A status message displays indicating success You are returned to the Maintain Manufacturer screen and the newly added manufacturer is added to the grid v 1 0 posted 07 05 2014 Task B Editing a Manufacturer Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt Maintain Manufacturer The Maintain Manufacturer screen displays Maintain Manufacturer amp JOE CONTACT 11423 w 114th 11423 w 119th OVERLAND PARK KS 66212 6621 119th Street OVERLAND PARK KS 66210 123 MAIN OSWEGO KS 67356 123 M OLATHE KS 66061 3842 82ND OSWEGO KS 67356 111K PARSONS KS 67357 2 Click the Edit button for the manufacturer you would like to edit The Manufacturer Detail screen displays SS SEE 11423 w 114th 11423 w 119th OVE
181. tions under Search Type e Serialized e Non Serialized e Only Low Inventory Search Location Inventory Product ID Inventory Product Name State Inventory Number Expiration Date Inventory Type search DES 5 Co BCO piem Item ID Item Name Manufacturer Number Inventory Status Non Serialized agency Co o o Coo o o Co B C Only Low Inventory CL2 Shenandoah Val we 5 Click Search The Inventory Search Results Products and Inventory Search Results Items grids refresh and display the results of the search a naani Total Inventory Product Name Lactina Plus Breast Pump EBT Card ID Card Farmers Market Booklet Demo SK Product LJ m o m m m o m o m o SARER Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Lactina Plus Breast Pump Issued Issued Issued Reserved Issued Reserved Issued Reserved Issued Issued Maintenance Issued On Hand n e e m a a a a a ala Click Add To Results By Scan to add to the product inventory by using a barcode scanning Return Items device to directly add items to the inventory After scanning the items will appear in the Inventory Search Results grid v 1 0 posted 07 05 2014 Task C Ordering Inventory Complet
182. to NavigatiOn c cscccsseeceeseceeseeeeeecenseeeeeeeeeneeonseesenees 17 1 Task A Correlating Clinic Rooms to NAVIG AUG iets eni ss cetsetee bey etaceteteictveniece cetera etd epetecststeckes 17 2 18 CORRELATE APPOINTMENT TYPES TO NAVIGATION ccscesseseeeeneeenees 18 1 Correlate Appointment Types to Navigation cccccscecsssseeseseeeeeeeeeneeeeeneseeneeenaees 18 1 Task A Correlating Appointment Types to NavigatiOn cccccccsssseeeeeeeeeeeeeeeeeaeeeeeeeesaaaeeeess 18 2 19 WIC PARTICIPANT AND PROGRAM CHARACTERISTICS STUDY 19 1 WIC Participant and Program Characteristics Study cccccssseeseseeeeeeeeeneeeeeneees 19 1 Task A Filling out the Worksheet for Transmitting April Data Files cceeeeeeeeeeeeeeeeeeees 19 2 Task B Creating and Sending the Initial MDS and SDS File ce cceeeeeeeeeaeeeeeeeesaeeeeeees 19 4 Task C Creating and Sending the Reviewed MDS and SDS File ccccccceeeeseseeeeeeeaeeeeeees 19 6 Task D Creating and Sending the Final MDS and SDS File cc eceeeeeeeeeeeeeeeeeeeeeeeeeees 19 8 v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 1 OVERVIEW This manual will aid WIC staff in learning about the function and use of the Operations module of the Crossroads WIC System The Operations module is a comprehensive solution to help WIC staff manage a variety of tasks such as managing inventory levels scheduling an
183. to override in the Search Result grid 10 Select the Override Payment Reason 11 Click Save A status message displays Congratulations You have successfully completed the Food Override Tool process v 1 0 posted 07 05 2014 15 SETUP Maintain Appointment Types The purpose of this scenario is to guide you through adding new appointment types and new subtypes This process includes the following tasks Task A Adding a New Appointment Type ccccesccteeeeeeseeeeeeeneeeeeeeeaeeeeneeeeneaeaeens 15 2 Task B Adding New Nutrition Education Subtype cccssccsseseeseseeeeseeeeeeeeeneees 15 5 v 1 0 posted 07 05 2014 Task A Adding a New Appointment Type Complete the following steps to perform this task 1 From the Home screen go to the Operations gt Setup gt Maintain Appointment Types The Maintain Appointment Types screen displays Maintain Appointment Types amp Frank Rizzo y pe tems 3 D a Subsequent Certification Vv va g Food Benefit Issuance A Vv Set Display Order Cancel It is necessary to be logged in at the clinic level to add appointment types v 1 0 posted 07 05 2014 2 Click Add New Appointment Type The Add New Appointment Type screen displays 3 Under Add New Appointment Type complete the following Enter the Name Applies to WIC Category s C Select all Yt _ Pregnant _ Breastfeeding _ Non Breastfeeding _ Infant _ Child _ E
184. ult set of templates are created based on the four templates needed for appointment types The scheduled template is shown by clicking v 1 0 posted 07 05 2014 the Edit button 2 To create the language needed for the communication template for the appointment type click on the Edit button for the message you would like to create or modify in this case since the systems provides a default communication The standard default template displays Communication Template amp Frank Rizzo alll Appointment Date Appointment Staff Appointment Time Appointment Type Todays Date Class Date Class End Time Class Start Time Class Topic Clinic City Clinic Email Address Clinic Mailing Address Clinic Name Clinic Phone Number Clinic State Clinic Zip Code WIC Web Site Address Family City Family Email Address Family First Name Family Last Name Family Mailing Address Family Phone Number Family State Family Zip Code Woman First Name Woman Last Name WE DENEIL Issual ile Subject Title 1t a NE Benefit Issuance Notification Text 17 YO B ZU pig lt Family First Name gt lt Family Last Name gt Family Mailing Address gt lt Family City gt Family State gt lt Family Zip Code gt Dear lt Family First Name WIC appointment is scheduled for Date lt Appointment Date gt Time lt Appointment Time gt WIC Office Location and Phone lt Clinic Mailing Address
185. ume the two individuals displayed are duplicates However if the two individuals displayed are not duplicates you can click Disassociate to indicate that they are not duplicates The Disassociate Confirmation screen displays K a j Are you sure you want to Disassociate these records to Click Yes to confirm the disassociation When clicked the potential duplicate flag is removed from both records and the Search Dual Participation screen refreshes and displays a status message confirming success The selected records are removed from the Results grid and they will no longer display as search results when future searches are performed on the Search Dual Participation screen lf amore thorough investigation is required which warrants opening a case file click Create Case File The Maintain Case Files screen displays The Maintain Case Files screen is used to create case files Refer to Task B Creating a New Case File on page 8 3 for details 5 is the duplicate KS0020000010 SALLY REDFILE Family F00200000004 SARAH REDFILE WIC Category Child DOB 11 15 2012 Local Agency 2 Shenandoah Valley WIC Region 06 Birth Weight 7 b 0 oz Clinic 2 Shenandoah Valley Medical System Certification Start Date 1 28 2013 End Date 11 14 2013 Parent Guardian 1 Source SARAH REDFILE KS 25 SECOND OVERLAND PARK KS 66210 Gender F v 1 0 posted 07 05 2014 If the two individuals displayed are duplicates sele
186. ure Certification Summary Family Alerts Notes Scanned Documents t care Plan Selected individual has no duplicates in the system mI Issue Benefits aa Journal of Transactions a Subsequent Certification SE Scheduling System Family Appointments Quick Appointments Clinic Master Calendar v 1 0 posted 07 05 2014 Since the link was removed the two participants may once again display as search results in the Results grid when future searches are performed on the Search Dual Participation screen Search Dual Participation amp Frank Rizzo Pre defined Search Definitions F Same Date of Birth AND Same First Initial OR Sounds like same First Name AND Similar Last Name OR Last Name similar to Maiden Name Date of Birth within 30 days AND Sounds like same First Name AND Same Last Name OR Last Name same as Maiden Name Same Street Addresses AND Same ZIP Codes AND Same Date of Birth F Sounds like same Last Name AND Date of Birth within 30 days AND Same Race or Same Gender 11 14 2012 Congratulations You have successfully completed the Search Dual Participation process v 1 0 posted 07 05 2014 v 1 0 posted 07 05 2014 4 MAINTAIN CUSTOMER SERVICE ISSUES Maintain Customer Service Issues This scenario describes the process of adding searching editing and assigning customer service issues Customer service issues can be added about families WIC staff and vendors as well as anonymous sources
187. v 1 0 posted 07 05 2014 2 To edit a training type select or unselect the Active and or Continuing Education check boxes for each row as necessary 3 To adda training type place your cursor within the last row of the grid then enter a Description for the new training type Due Date Days Active Continuing Education Reschedule Breastfeeding Promotion and Support Child Nutrition and Health Childhood Overweight Obesity Counseling and Education Guides Dietary Guidance Food Buying and Preparation Food Safety Infant Nutrition and Health Medical Nutritional Risk Assessment Oral Health Orientation Material for Participants Outreach and Marketing of WIC Pregnancy Vitamins and Minerals System Admin Traning BASSAS EAARR ARR ARAR BAA eS 0 ei SJS GN 5S 5S EM EN A OS EM GN AM OS EN S Customer Service Advanced Training 60 gr E e Select the Active check box to make the training type active if necessary e Select the Continuing Education check box to indicate the training type qualifies for continuing education credits if necessary 4 Click Save A status message displays and you are returned to the Maintain Training Types screen Congratulations You have successfully completed the Maintain Training Types process v 1 0 posted 07 05 2014 Maintain Assets The Asset Maintenance screen provides the user with the ability to define and maintain assets that will be used in scheduling various events in
188. v 1 0 posted 07 05 2014 CSC Prepared By Prepared For CSC Crossroads Staff 7701 College Blvd l i Overland Park KS 66210 eee ae C v 1 0 posted 07 05 2014 DOCUMENT INFORMATION Document Information Document Title v 1 0 posted 07 05 2014 Operations User Manual Project Name Operations Document Version 2 0 Author CSC Training Staff Contract Number 02476 09 Document Creation Date 01 26 2012 Document Current Version Date 02 05 2013 Purpose of Document User Manual v 1 0 posted 07 05 2014 DOCUMENT REVISION HISTORY Document Revision History 01 26 2012 CSC Training Staff First Draft 02 05 2013 CSC Training Staff User Acceptance Testing UAT Training Version v 1 0 posted 07 05 2014 TABLE OF CONTENTS ie OVERVIEW reese oer eee ine Saas ee attr eet iced nce catia a Eria 1 1 2 STATE FAMILY WORKFLOW DASHBOARD 0 ccc ccecceeeeeeeeeeeeeneeeneeeneeeeeeeeeeeeees 2 1 State Family Workflow Dashboard ccccsseccceseeceneeceseesenseseeneesenseseeseeenseneenessens 2 1 Task A Viewing State Family Workflow ACtiIVILY ccccccessseceeeneeeseeeeensaeseeeeenseuseeeesnsaaeeeeeenas 2 2 Task B Viewing Local Agencies Workflow Activity cc cccccccssseeeeeseeeeeeseeseeeeaeeeeeeseeeeeseneeeeens 2 3 Task C Viewing Clinic Workflow Activity vias cciscendinsanitwinicntsnnweceri sail veidunduranddelatne
189. various calendars Assets can be created at all locations and levels including state local agency and or clinic based upon the location the user is currently signed in Assets can be associated to nutrition education classes during the process of building a Clinic Master Calendar This process includes the following tasks Task A Adding Assets viccincsaicenceecescdsndeececwavceiesencdeucincdeviwevnudectenansntacesucwecnedaniemceds 15 21 TSKE Eding ASSES eects cscs E EEE EESE 15 23 Task C Disable Assets snnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn nnmnnn 15 25 Task D Enable Previously Disabled Assets ccsccceeseeeeeeeeeeeeeeeeeseeeeeseeneaeaees 15 26 v 1 0 posted 07 05 2014 Task A Adding Assets Complete the following steps to perform this task From the Home screen go to Operations gt Setup gt Maintain Assets The Asset Maintenance screen displays 1 Asset Maintenance amp JOE CONTACT fs List of Assets _ Show All ame Description Location Start Date EndDate Status 10 30 2012 02 28 2013 Enabled 11 02 2012 09 12 2012 09 21 2012 The List of Assets grid displays a list of all active assets Click Show All to display both Enabled active and Disabled inactive assets within the grid v 1 0 posted 07 05 2014 Under Add Asset check Location if the asset is to be a location place Enter a Name Enter a Description Modify the Start Date if n
190. ventory This scenario explains the process of viewing a list of products that are currently in stock with MCH This process includes the following tasks Task A View the MCH Product Inventory csccceeseseessenseeeneseeseeeneeeeneseneeseeeees 9 39 v 1 0 posted 07 05 2014 Task A View the MCH Product Inventory Complete the following steps to perform this task 1 From the Home screen go to Operations gt Inventory gt MCH Product Inventory The MCH Product Inventory screen displays MCH Product Inventory amp FRANK RIZZO 2q E PROXY FORM 1212test 172 LOST OR STOLEN FI REPORTWIC 04 PARTICIPANT AGREEMENT WIC 05 VOC INVENTORY SHEET WIC 06 VOC ISSUANCE RECORD WIC 07 WIC WOMEN CTAD WIC 08 WIC INFANT CTAD WIC 09 WIC CHILD CTAD WIC 10 NOTICE OF INELIGIBILITY WIC 11 REQUEST FOR AFAIR HEARING WIC 12 PRENATAL WEIGHT GAIN GRID WIC 13 WHAT IS A PROXY WIC 14 DOCUMENTATION OF BIRTH WIC 15 COMMENT FORM WIC 16 WOMAN DIETARY HISTORY WIC 20 INFANT DIETARY HISTORY WIC 21 CHILD DIETARY HISTORY WIC 22 VLBW PREMATURE BOYS GROWTH GRID WIC 25 VLBW PREMATURE GIRLS GROWTH GRID WIC 26 LBW PREMATURE BOYS GROWTH GRID WIC 27 LBW PREMATURE GIRLS GROWTH GRID WIC 28 FAIR HEARING PROCEDURES WIC 29 WIC STAFF TIME RECORD WIC 30 PRECERTIFICATION FORM WIC 31 WIC PROGRAM REFERRAL FORM WIC 35 DAILY TALLY WORKSHEET WIC 37 NO SHOW LOG WIC 39 NO SHOW FOLLOW UP LOG WIC 39 SELF DECLARATION OF INCOME WIC 40 WIC PROGRAM RECO
191. wn Choice e Enter or modify the Question Text to determine how the question displays in the assessment section Question Text Check on the list below for all that apply v 1 0 posted 07 05 2014 e To modify the settings for an answer do the following for each option in Answer Settings Total Items Answer Text Sort Order Breast Pump Type Multi use Breast Pumps Multi use Breast Pumps Plan to go back to work after giving birth 1 2 Nursing babies with special needs 3 Multi use Breast Pumps 4 Need to increase milk supply Multi use Breast Pumps Nursing upper limbs arms or hands a Answer Settings Sort Order Answer Text 17 7 Need to increase milk supply Breast Pump Type Multi use Breast Pumps Add New Answer Add New Question o Click Add New Answer then add the answer in the Answer Text box o Enter anumber in Sort Order to show the order of the answers o Select the Breast Pump Type that would be indicated for this answer o Repeat entering Answer Text until all possible answers are inserted in the grid o When the question and answer setting have been completed click Save Congratulations You have successfully completed the Maintain Breast Pump Issuance Questions process v 1 0 posted 07 05 2014 Maintain Communication Types The Manage Family Communication Types screen provides users with the ability to maintain te
192. y amp Procedure Issue Reported About i Family Participant Policy amp Procedure WIC Staff Other Vendor Location Reported About Policy And Procedure Po e WIC Staff Issue Reported About Family Partidpant Policy amp Procedure wic Staff Other Vendor Location User ID v 1 0 posted 07 05 2014 e Other Issue Reported About Family Participant Policy amp Procedure WIC Staff other g vendor Location e Vendor Issue Reported About Family Participant Policy amp Procedure WIC Staff Other oO Vendor g Location Vendor ID PR e Location Issue Reported About P Family Participant P Policy amp Procedure WIC Staff Other Vendor io Location State Office Local Agency Clinic 11 Click Search The results of the search are displayed in the Customer Service Issue Search Results grid Policy amp Procedure Disability Regs Other Other info 12 12 2011 Open Anonymous Other Other issue 2 Civil Rights customer service issues display in red text v 1 0 posted 07 05 2014 Task C Editing a Customer Service Issue Complete the following steps to perform this task 1 Click the Edit button to edit the selected issue The Create Customer Service Issue screen displays Maintain Customer Service Issues m JOE CONTACT Vendor WIC Coordinator of CL2 Shenand
193. y will become enabled Enter between 1 and 99 for the percentage to sample 4 Under Sample Level select one of the following e State then select a state e Local Agency then select a local agency e Clinic then select a clinic The selection criteria will produce a list of survey respondents based on the selection criteria that can be used to complete the survey The file created is a CSV file comma delimited format v 1 0 posted 07 05 2014 Task B Exporting the Distribution List Complete the following steps to perform this task 1 When the criteria for the selection of the distribution list is complete click Export List A Create File screen displays eate Survey Distribution i Survey Distribution System 17 Survey Monkey m Survey Tithe Vendor Feedback Vendor Anonymous Sample Type All Random Percentage to Survey The Create File screen will have a default file name with today s date and the name of the survey The file created is a CSV file comma delimited format This file will usually open with a spreadsheet program like Excel with the list shown in the first column No participant or family information will be exported v 1 0 posted 07 05 2014 A Save As G jF di amp Operations Training Manual References Filename 1202013_Vendor Feedback csw Save as type Comma Delemented csv Browse Folders Cancel 2 Navigate to the folder where you
194. y a question select the question by clicking on the row in the Questions search grid The Questions Settings in the lower panel pre fills with the setting for that question The screen below shows the fields with a Multiple Select Question Type selected The Question Text and Answer Text are shown in their respective boxes 4 Question Settings 3 7 Active Question Type 17 Question Text 17 Multiple Select Check on the list below for all that apply Answer Text Sort Order Breast Pump Type X Plan to go back to work after giving birth 1 Multi use Breast Pumps X Need to increase milk supply 3 Multi use Breast Pumps gt Nursing babies with special needs Multi use Breast Pumps L 5 X Nursing upper limbs arms or hands Multi use Breast Pumps amp Answer Settings Sort Order Answer Text 17 Plan to go back to work after giving birth Breast Pump Type 1 Multi use Breast Pumps 2 To modify the setting for a question do the following for each option in Questions Settings e Check Active to have the question active in the Crossroads Assessment section 4 Question Settings 17 Active Question Type Multiple Select es v 1 0 posted 07 05 2014 e Select Question Type to specify the format for the answer to the question 4 Question Settings 17 Active Question Type d Multiple Select Multiple Choice Yes No True False True False Unknown FreeForm Text DropDo
195. zation Type Finance Billing Code 77 ZIP Code t City State 7t C BC i ass B e omme __ County 77 Effective Period Calendar Type 77 Start Year 17 End Year FFY 2013 2014 m Tip Monday Tuesday Mailing Address O Wednesday j s Thursday j o Friday j o Moo Saturday 913 451 8787 9 Sunday Note Manage Staff Training Add User To Location Cancel 7 Click Save The status message displays indicating new local agency information was saved successfully The screen refreshes and returns to the Maintain Local Agencies screen You may need to click on the Selected Row Details arrow to view your changes Since an additional phone number was added and marked as primary it displays on the grid Congratulations You have successfully completed the Maintain Local Agencies process v 1 0 posted 07 05 2014 Maintain Clinics This scenario allows for the capture of information on clinics and the addition modification or deletion of data related to clinic operations Clinics will have immediate access to data that allows them to do high level comparative analysis between their clinic averages totals of other clinics with their local agency and state wide clinic level averages totals This process includes the following tasks Task A CRAIG a CINIC ia iciscsseccicc cin cessieecnatencebi EE E A a 15 41 Task B Searching and Editing a CIINIC ccc

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