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TWIST manual and training resources

Resources for TWIST users

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Release notes 

 


Overview

  • This manual provides step by step instructions for all local agency functions in TWIST. It is organized in chapters that correspond to the primary modules in the TWIST system.
  • Use the Table of Contents to find lessons on specific TWIST functions.
  • Job Aids, located throughout the manual, are designed to summarize key information in a concise way. They are "cheat sheets" for staff to help remember particular functions.
  • Contact diane.arnold@state.or.us for additional information.

 

Introduction

 


Chapter 1 - TWIST Overview

Section 1 Intro to TWIST and TWIST Security
100

Intro to TWIST and TWIST Security

Section 2 TWIST Basics Job Aids:
200 Screen and Data Entry
201

Fast Paths

Section 3 Equipment Job Aids
300

Equipment

Section 4 Help
400

Help


Chapter 2 - Client Demographics


Section 1 Client Search and Demographics
100

Client Search and Demographics


Chapter 3 - Client Processes


Section 1 Intake/Enrollment Job Aids:

100

Applicant Prescreening
101 Deleted
102 Enrollment
103

Breastfeeding Peer Counselor Assignment

Section 2 General
200

Certification Overview

Section 3 Assessment Job Aids:
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

Section 4 First Nutrition Education Contact Job Aids:
400 Deleted
401 Interventions
402 Nutrition Education Provided
403 Next Steps
404 Referrals
405

Progress notes

Section 5 Food Packages Job Aids:
500 Assigning and Forecasting Food Packages
501 Modifying Food Packages
502 Change Package Mid-Certification
503 Special formula and Med Doc
504 Formula Replacement (FR) and Formula Exchange (FX)
505

Formula Warehouse

 

Section 6 Certification Variables Job Aids:
600 Breastfeeding Tracking
601 Infant Certification - Temporary Newborn
602

Certification Data Entry Document

Section 7 Recertification
700

Recertification

Section 8 Other Client Processes Job Aids:
800 Transaction Types
801 Reactivate and Reinstate
803 Updating Client Information Mid-Certification
804 Transfers
805 Terminations / Ineligible
806 Category Change
807 Immunization Status Button
808

Changing WIC ID Numbers - Foster Families, Custody Changes

Section 9 Second Nutrition Education Contact Job Aids:
900 Individual Follow-Ups
901 Documenting Non-WIC Nutrition Education
902 Nutrition Education Refusal
903

Health Bites - Online Nutrition Education

Section 10 Farm Direct Nutrition Program (Farmers' Market) Job Aids:
1000

Farmers' Market Coupon Issuance

Section 11 Family Summary Screen Job Aids:
1100 Family Summary Screen
1101 Benefits List
1103 Family Cardholder Screen


Chapter 4 - Appointment Scheduler


Section 1 Scheduler Basics Job Aids:
100

Introduction to Appointment Scheduler

Section 2 Staff Schedules Job Aids:
200 Template Maintenance
201 Template Scheduling Options
202

Daily Clinic Schedule

Section 3 Automatic Scheduler Job Aids:
300 Automatic Scheduler
301 Appointment Requests
302

Coordinating Family Appointments

Section 4 Scheduling Appointments Job Aids:
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

Section 5 Rescheduling
500 Mass Rescheduling
501 Rescheduling an Appointment
502

Cancel an Appointment

Section 6 Documenting Appointment Attendance
600

Documenting Appointment Attendance

Section 7 Correspondence
700

Printing Appointment Notices

Section 8 Wait List
800

Wait List

Section 9 ANSWR Basics
900 Appointment Scheduler - ANSWR Extract Settings
901

ANSWR Daily Reports

CHAPTER 5 - was FOOD INSTRUMENTS (deleted)


Chapter 6 - System Administration


Section 1 User Maintenance
100

Maintain User ID and Passwords

Section 2

Deleted

Section 3 Satellite Clinics Job Aids:
301

Satellite Clinics

Section 4 End of Day Job Aids:
400

End of Day

Section 5 Deleted

 

Section 6 TWIST Practice Database
600

TWIST Practice Database


Chapter 7 - Reports


Section 1 Reports Job Aids:
100

Standard and QA Reports


Chapter 8 - Operations Management


 

Section 1 Operations Management Job Aids:
100 Agency / Clinic Information
101 Staff Information
102 Referral / Outreach Organizations
103 Complaints
104

Breast Pump Inventory and Reports


Chapter 9 - Financial Management


 

Section 1

Deleted

Section 2 Priority Freezing
200

Priority Freezing


Chapter 10 - Vendor Management


Section 2 Farm Direct Nutrition Program (Farmers' Market) Job Aids:
200 Using the Farmers' Market Administration Screen
201 Answering Questions
203

Using the Coupon Maintenance Screen


Appendices

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