Job Aids

Section 1

Intro to TWIST and TWIST Security     

100     Intro to TWIST and TWIST Security    

Section 2

TWIST Basics

200     Screen and Data Entry

201     Fast Paths

• Keyboard Shortcuts and TWIST Icons

Section 3

Equipment

300     Equipment

• TWIST Equipment and Application Support

Section 4

Help

400     Help

100     Client Search and Demographics

Section 1

Intake/Enrollment  

100     Applicant Prescreening

101     Producing a WIC ID Card

102     Enrollment

• Income Guidelines

Section 2

General

200     Certification Overview

201     Interaction with Client

Section 3

Assessment   

300     Risk Criteria and Risk Level

301     Anthropometric / Biochemical for a Woman

302     Anthropometric / Biochemical for an Infant/Child

303     Health History

304     Diet Assessment

• Risk Criteria Assignment

Section 4

First Nutrition Education Contact

400     Using TWIST for Nutrition Education

401     Interventions

402     Nutrition Education Provided

403     Next Steps

404     Referrals

405     Progress notes

• Goal Statuses Next Steps
• Referral Statuses

Section 5

Food Packages 

500     Standard Food Packages

502     Change Package Mid-Certification

• Standard Food Package Codes for Food Packages that Contain Milk
• Standard Food Package Codes For Food Packages that Contain Formula
• Preferred Standard Food Package Codes
• Cardinal Rules for Food Package Assignment, FI Dates

Section 6

Certification Variables

600     Breastfeeding Tracking

601     Infant Certification

602     Certification Data Entry Document

• Completing the Certification Data Entry Document

Section 7

Recertification

700     Recertification

Section 8

Other Client Processes

800     Transaction Types

801     Re-Activate and Re-Instate

802     View Client Status

803     Updating Client Information Mid-Certification

804     Transfers

805     Terminations / Ineligible

806     Category Change

807     Immunization Due Button

808     Foster Families and Custody Changes 

          (Changing WIC ID Numbers)

• Transaction Types
• One-Year Certifications & Mid-Certification Health Assessment
• Choosing Appropriate Transaction Types
• Using the Immunization Forecast

Section 9

Second Nutrition Education Contact

900     Individual Follow-Ups

901     Documenting Non-WIC Nutrition Education

903     Nutrition Education Refusal

• Missed Nutrition Education Appointment & Nutrition Education Refusal

Section 10

Farm Direct Nutrition Program (Farmers' Market)

1000    Farmers' Market Coupon Issuance

•  Farm Direct Check Issuance

Section 11

Family Summary Screen

1100    Family Summary Screen

• Appointment Types
• Family Summary Screen Codes
• Checklist for Printing and Using Food Instruments
• Considerations for Scheduling and Voucher Issuance

Section 1

Scheduler Basics

100     Introduction to Appointment Scheduler

• Appointment Types

Section 2

Staff Schedules

200     Template Maintenance  

201     Template Scheduling Options

202     Daily Clinic Schedule

• Schedule Conflict Codes

Section 3

Automatic Scheduler

300     Automatic Scheduler
301     Appointment Requests

302     Coordinating Family Appointments

• Appointment Scheduler Reports Overview
• Scheduling Clients with Language Needs

Section 4

Scheduling Appointments

400     Family Appointment Record
401     Group Scheduling
402     Schedule Appointment Now
403     Scheduling a Client into a

           Group Nutrition Education Appointment 
404     Handle Walk-In and Overbook Appointments 
405     Scheduling Group Screening Appointments

• Making a Group Nutrition Education Appointment
• How to Schedule a Nutrition Education Class
• How to Make an Individual Appointmentppointment Types
• Appointment Scheduler Reports Overview

Section 5

Rescheduling

500     Mass Rescheduling 
501     Rescheduling an Appointment

502     Cancel an Appointment

Section 6

Documenting Appointment Attendence

600     Documenting Appointment Attendance

Section 7

Correspondence

700     Printing Appointment Notices

Section 8

Wait List

800     Wait List

Section 9

Auto Dialer Basics

900     Auto Dialer Extract File

Section 1

Food Instruments (FI)/Vouchers

100     Enter Printer / Test Print FIs /

          Select Default Printer

101     Print Queue

102     Printing Food Instruments

          Printing from a Group Education Class

103     Print Local Batch FI

104     Food Instrument Look-Up

105     Void Issued FIs

106     Handle Mail Returns

107     Track FIs for Clinic Pick-Up

108     Reprint FIs

• TWIST Equipment and Application Support
• Dealing with Changes when Vouchers have been Issued into the Future
• Policy on Mailing and Replacing Food Instruments
• Setting MICR Printer Preferences
• Voiding Food Instruments
• FI/Voucher Void Reasons

Section 1

User Maintenance

100     Maintain User ID and Passwords

Section 2

Address Sheet Messaging

200    Address Sheet Messaging

Section 3

Satellite Clinics

301     Satellite Clinics

• Characteristics of Loaded Satellite Clinics
• Laptop Troubleshooting Guide
• Mismatch Clinic Report
• Setting up the Portable WIC FI Printer
• Setting up the Wireless Network and Laptops for Satellite Clinics

Section 4

End of Day

400     End of Day

• Order of Processes Occurring in TWIST

Section 5

Disaster Recovery

500     Disaster Recovery

• How to Print FIs at a Hosting Agency

Section 6

TWIST Practice Database

600     TWIST Practice Database

Section 1

Reports

100     Standard and QA Reports

• Appointment Scheduler Reports Overview

Job Aids

Section 1

Operations Management

100     Agency / Clinic Information

101     Staff Information

102     Referral / Outreach Organizations

103     Complaints

104     Breast Pump Inventory and Reports

• How to Enter a Complaint
• Local Agency Roles

Job Aids  

Section 1

Caseload Management

100     Caseload Management

Section 2

Priority Freezing

200     Priority Freezing

Section 2

Farm Direct Nutrition Program (Farmers' Market)

200     Using the Farmers' Market Administration Screen

201     Answering Questions

203     Using the Coupon Maintenance Screen

• Farmers' Market Administration Stock Statuses

APPENDICES

• TWIST Troubleshooting
• Process Summary

 Activity Sheets

CPA Activity Sheets

• Applicant Prescreening
• New Enrollment of a Pregnant Woman
• Family Appointment Record
• Daily Clinic Schedule
• New Enrollment of a Migrant Child
• Individual Follow-up of a Pregnant Woman
• Recertification of a Child
• Recertification of a Postpartum Woman
• Reactivate / Reinstate
• Infant with Adjusted Food Package
• Temporary Newborn Certification
• Foster Family and Custody Changes

• Applicant Prescreening
• New Enrollment of a Pregnant Woman
• Recertification and Reinstate
• Reactivate
• Family Summary Screen
• Family Appointment Record
• Daily Clinic Schedule
• Transfers
• Manage Print Queue and Printing FIs
• Voiding, Replacing and Adjusting Vouchers
• Entering a Complaint
• Printing from the Group NE Screen
• Missed Nutrition Education
• Farmers' Market
• Terminations / Ineligibility
• Foster Family and Custody Changes
• Temporary Newborn Certification