TWIST manual and training resources

Resources for TWIST users

Files on this page are Adobe Reader (PDF) format.

Release notes

June 17, 2019
March 18, 2019
2019 Soy Bid Formula Information (PDF)
December 3, 2018
September 17, 2018
June 18, 2018
March 19, 2018
December 18, 2017
September 18, 2017
June 19, 2017
March 20, 2017
December 19, 2016
October 3, 2016 (includes release notes and Job Aid on milk/cheese/yogurt/tofu templates)

TWIST Training Workbooks

CPA

Clerical

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
	How to Use This Manual Table of Contents
Chapter 1 - TWIST Overview
Section 1	Intro to TWIST and TWIST Security
Section 1	100	Intro to TWIST and TWIST Security
Section 2	TWIST Basics		Job Aids: Keyboard Shortcuts and TWIST Icons
	200	Screen and Data Entry
	201	Fast Paths
Section 3	Equipment		Job Aids TWIST Equipment and Application Support
Section 3	300	Equipment	Job Aids TWIST Equipment and Application Support
Section 4	Help
Section 4	400	Help
Chapter 2 - Client Demographics
Section 1	Client Search and Demographics
Section 1	100	Client Search and Demographics
Chapter 3 - Client Processes
Section 1	Intake/Enrollment		Job Aids: Income Guidelines
	100	Applicant Prescreening
	101	Deleted
	102	Enrollment
	103	Breastfeeding Peer Counselor Assignment
Section 2	General
Section 2	200	Certification Overview
Section 3	Assessment		Job Aids: Risk Criteria Assignment Growth Charts
	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: Next Steps Referral Statuses
	400	Deleted
	401	Interventions
	402	Nutrition Education Provided
	403	Next Steps
	404	Referrals
	405	Progress notes
Section 5	Food Packages		Job Aids: Food Package Assignment Screen Codes Food Package and Templates Codes Standard Food Packages Food Packages for Women Who are Breastfeeding and Pregnant Food Package for Fully Breastfeeding Twins Modifying Food Packages Milk, Cheese, Yogurt, Tofu Templates VIDEO: How to Change an Infant to Child Foods VIDEO: How to Change Food Package with Spent Benefits VIDEO: How to Change Food Package with NO Spent Benefits
	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: Completing the Certification Data Entry Document
	600	Breastfeeding Tracking
	601	Deleted
	602	Certification Data Entry Document
Section 7	Recertification
Section 7	700	Recertification
Section 8	Other Client Processes		Job Aids: Transaction Types One-Year Certifications and Mid-Certification Health Assessment Choosing Appropriate Transaction Types Woman Child VIDEO: How to Change a Pregnant Woman to Breastfeeding Before Recertification VIDEO: Which Transaction Type for a Returning Woman with a New Pregnancy VIDEO: Which Transaction Type to Use to Recertify a Terminated Child Using the Immunization Status function Termination Reasons and Benefits
	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: Missed Nutrition Education Appointment and Nutrition Education Refusal
	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: Farm Direct Check Issuance
Section 10	1000	Farmers' Market Coupon Issuance	Job Aids: Farm Direct Check Issuance
Section 11	Family Summary Screen		Job Aids: Appointment Types Family Summary Screens Considerations for Scheduling and Benefit Issuance Helping Families Use the Benefits List
	1100	Family Summary Screen
	1101	Benefits List
	1103	Family Cardholder Screen
Chapter 4 - Appointment Scheduler
Section 1	Scheduler Basics		Job Aids: Appointment Types
Section 1	100	Introduction to Appointment Scheduler	Job Aids: Appointment Types
Section 2	Staff Schedules		Job Aids: Schedule Conflict Codes
	200	Template Maintenance
	201	Template Scheduling Options
	202	Daily Clinic Schedule
Section 3	Automatic Scheduler		Job Aids: Appointment Scheduler Reports Overview Scheduling Clients with Language Needs
	300	Automatic Scheduler
	301	Appointment Requests
	302	Coordinating Family Appointments
Section 4	Scheduling Appointments		Job Aids: Making a Group Nutrition Education Appointment How to Schedule a Nutrition Education Class How to Make an Individual Appointment Appointment Types Appointment Scheduler Reports Overview
	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
Section 6	600	Documenting Appointment Attendance
Section 7	Correspondence
Section 7	700	Printing Appointment Notices
Section 8	Wait List
Section 8	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
Section 1	100	Maintain User ID and Passwords
Section 2	Deleted
Section 3	Satellite Clinics		Job Aids: Internet Connection on Laptops at Satellite Clinics
Section 3	301	Satellite Clinics
Section 4	End of Day		Job Aids: Order of Processes Occurring in TWIST
Section 4	400	End of Day	Job Aids: Order of Processes Occurring in TWIST
Section 5	Deleted
Section 6	TWIST Practice Database
Section 6	600	TWIST Practice Database
Chapter 7 - Reports
Section 1	Reports		Job Aids: Appointment Scheduler Reports Overview
Section 1	100	Standard and QA Reports	Job Aids: Appointment Scheduler Reports Overview
Chapter 8 - Operations Management
Section 1	Operations Management		Job Aids: How to Enter a Complaint Local Agency Roles
	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
Section 2	200	Priority Freezing
Chapter 10 - Vendor Management
Section 2	Farm Direct Nutrition Program (Farmers' Market)		Job Aids: Farmers' Market Administration Stock Statuses
	200	Using the Farmers' Market Administration Screen
	201	Answering Questions
	203	Using the Coupon Maintenance Screen
Appendices
eWIC Issues and Solutions TWIST Troubleshooting Process Summary

TWIST manual and training resources

Resources for TWIST users

Release notes

TWIST Training Workbooks

CPA Clerical

Overview

Introduction

Chapter 1 - TWIST Overview

Chapter 2 - Client Demographics

Chapter 3 - Client Processes

Chapter 4 - Appointment Scheduler

Chapter 6 - System Administration

Chapter 7 - Reports

Chapter 8 - Operations Management

Chapter 9 - Financial Management

Chapter 10 - Vendor Management

Appendices

CPA

Clerical