SA 2 Clinic Services Screens

MPSC WIC MIS System SA 2 Clinic Services Screens

MPSC WIC MIS System

Detailed Functional Design Document

SA 2 Clinic Services Screens

Revision Date: June 6, 2017

Maintained by:

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Document Revisions

Revision Date / Updated By / Requested By / Description of Revision
7/4/2013 / Ciber Team / MPSC / Amendment 7 Updates
10/28/13 / Ciber Team / MPSC / Clarifications and refinements related to Help Desk support
4/23/2014 / Ciber Team / MP User Group / Release 4.0 Task Order 3
3/8/2015 / Ciber Team / MP User Group / Release 4.2 Updates
4/14/2015 / Ciber Team / MP User Group / Release 5.0 Task Order 4
6/8/2015 / Ciber Team / MP User Group / Release 4.4 Updates
12/28/2015 / Ciber Team / MP User Group / Release 5.3 Updates
1/15/2016 / Ciber Team / Ciber Team / 2016 DFDD Baseline
4/25/2016 / Ciber Team / MP User Group / Release 5.4 / 5.5 Updates
7/19/2016 / Ciber Team / MP User Group / Release 5.4 / 5.5 Updates
10/26/2016 / Ciber Team / MP User Group / Release 5.06 Updates
1/23/17 / Ciber Team / MP User Group / Release 5.07 Updates
5/22/17 / CDP Team / MP User Group / Cover page, header, and footer mods for new M&E contractor

Table of Contents

1 BF PC Documentation Setup 5

2 BF PC Setup 9

2.1.1 Choose City Pop-Up 15

3 Card Reader Display Text 17

4 Clinic Educators 22

5 Clinic Staffing Profile 24

6 Emergency Preparation 27

6.1 Emergency IDs Pop-Up 30

6.2 Emergency WIC ID Numbers (Static) 31

6.2.1 Language: English only 31

6.2.2 Emergency WIC ID Mockup 31

6.3 Manual FI Pop-Up 32

6.4 Manual FI (Static) 33

6.4.1 Language: English only 33

6.4.2 Manual FI Mockup 33

6.5 Manual FI Receipt (Static) 34

6.5.1 Language: English only 34

6.5.2 Manual FI Mockup 34

7 Farmers' Market 36

7.1 Growing Season Detail 36

7.2 Eligibility Assessment 40

7.2.1 Farmers’ Market Assessment (Static:Code) 44

7.3 Local Agency Shipments 46

8 Income Guidelines 52

9 Interview Starters/Prompts Setup 56

10 Merge Utility 58

10.1 Critical Data 58

10.2 Signature Handling 60

10.3 Data Views 61

11 Nutrition Education Class Titles 70

12 Nutrition Education Topics 73

13 NE Sub-Topics and Counseling Points 76

14 NE Topics and Pamphlets 80

15 Organizations 83

15.1.1 Choose City/County/State Pop-Ups 91

16 Other Program Participation 93

17 Risk Codes 96

18 Signature Pad Text 100

19 Surveys 105

19.1 Search Surveys 105

19.2 New Survey 108

19.2.1 New Survey or Survey Detail 108

20 Waiting List 116

June 6, 2017 Table of Contents Page 3 of 121

MPSC WIC MIS System SA 2 Clinic Services Screens

1  BF PC Documentation Setup

This screen is used to add BF PC Documentation topics. The topics are defined as prenatal or postpartum with the ability to indicate which ones require a yield/referral. This is also where the user orders the display of the topics in list boxes on the BF PC Documentation screen. When topics are no longer needed, they can be deactivated.

> Clinic Services Administration > BF PC Documentation Setup

Control / Description /
Add Row / Clicking the Add Row button adds a row to the bottom of the BF PC Prenatal Topics data grid.
Type / Command Button
Hot Key / None
BF PC Prenatal Topics / The BF PC Prenatal Topics data grid displays all active and deactivated BF PC Prenatal Topics. This is where a user defines the sort order for the topics within the Prenatal Topics list box on the BF PC Documentation screen. All deactivated topics have a check mark indicating this status. This grid is scrollable as needed.
Type / Data Grid
Display Only / No / Calculated / No
BF PC Prenatal Topics - Description / The textual description of the BF PC Prenatal Topics.
Type / Text box
Required / Yes
Length / 50
Validation / NA
Display Only / No / Calculated / No
DB Column / BFPCDocType.Name
BF PC Prenatal Topics – Yield/Referral / A marked checkbox indicates that this topic is identified needing a Yield/Referral. All topics marked as Yield/Referral are noted as “Y/R” on the BF PC Document screen so that staff can easily identify them.
Type / Checkbox
Display Only / No / Calculated / No
DB Column / BFPCDocType.YieldReferralIn
BF PC Prenatal Topics – Sort Order / The sort order of the BF PC Prenatal Topics. This determines the display order of the topics within the appropriate list box.
Type / Text box
Required / Yes
Length / Integer 2
Validation / Numeric
Display Only / No / Calculated / No
DB Column / BFPCDocType.DisplaySeqNr
BF PC Prenatal Topics - Deactivate / A check box is used to indicate a BF PC Prenatal Topic is no longer active. When selected, the value is displayed in the application for historical reference, but is not selectable as an active topic.
Type / Checkbox
Display Only / No / Calculated / No
DB Column / BFPCDocType.Status
Add Row / Clicking the Add Row button adds a row to the bottom of the BF PC Postpartum Topics data grid.
Type / Command Button
Hot Key / None
BF PC Postpartum Topics / The BF PC Postpartum Topics data grid displays all active and deactivated BF PC Postpartum Topics. This is where a user can define the sort order for the topics within the Postpartum topics list box on the BF PC Documentation screen. All deactivated topics have a check mark indicating this status. This grid is scrollable as needed.
Type / Data Grid
Display Only / No / Calculated / No
BF PC Postpartum Topics - Description / The textual description of the BF PC Postpartum Topics.
Type / Text box
Required / Yes
Length / 50
Validation / NA
Display Only / No / Calculated / No
DB Column / BFPCDocType.Name
BF PC Prenatal Topics – Yield/Referral / A marked checkbox indicates that this topic is identified needing a Yield/Referral. All topics marked as Yield/Referral are noted as “Y/R” on the BF PC Document screen so that staff can easily identify them.
Type / Checkbox
Display Only / No / Calculated / No
DB Column / BFPCDocType.YieldReferralIn
BF PC Postpartum Topics – Sort Order / The sort order of the BF PC Postpartum Topics. This determines the display order of the topics within the appropriate list box. These topics are displayed in a single column within the group box on the BF PC Documentation screen. The sort order is top to bottom.
Type / Text box
Required / Yes
Length / Integer 2
Validation / Numeric
Display Only / No / Calculated / No
DB Column / BFPCDocType.DisplaySeqNr
BF PC Postpartum Topics - Deactivate / A check box is used to indicate a BF PC Postpartum Topic is no longer active. When selected, the value is displayed in the application for historical reference, but is not selectable as an active topic.
Type / Checkbox
Display Only / No / Calculated / No
DB Column / BFPCDocType.Status
<Last Modified By User and Date> / In the lower right-hand corner, the user and the date of the last update of the BF PC documentation setup record are displayed.
Type / Text Box
Required / NA
Length / NA
Validation / Mask of ‘firstname lastname mm/dd/yyyy’
Display Only / Yes / Calculated / No
DB Column / BFPCDocType.ModifyStfpID
BFPCDocType.ModifyDt
Business Rules /
1.  At initial access or after a save, sequence of the BF PC Prenatal topics grid is by the grid’s Sort Order column.
2.  The BF PC Prenatal Topics grid is a sortable grid. Clicking a column heading name causes the grid rows to sort in the sequence of that column’s data. Clicking once sorts from A-to-Z. Clicking again sorts from Z-to-A.
3.  At initial access or after a save, sequence of the BF PC Postpartum topics grid is by the grid’s Sort Order column.
4.  The BF PC Postpartum Topics grid is a sortable grid. Clicking a column heading name causes the grid rows to sort in the sequence of that column’s data. Clicking once sorts from A-to-Z. Clicking again sorts from Z-to-A.

2  BF PC Setup

This is the screen that peer counselor coordinators use to make a user a breastfeeding peer counselor (BF PC), give additional attributes to a breastfeeding peer counselor, or deactivate a breastfeeding peer counselor. This was not incorporated into the initial user set up because user set up may be done at a different security level than set up of the breastfeeding peer counselors.

NOTE: A user in the MPSC application may have update security rights to one or multiple clinics. When a user is also made a BF PC, there is nowhere on the BF PC Setup panel to indicate specific clinics where they may perform BF PC functions. That is because a BF PC has rights to perform BF PC functions for every clinic they also have update security rights to. This all-or-nothing security situation creates a potential problem that a BF PC Supervisor must be aware of. Consider this situation:

·  A BF PC has update rights to Clinic 1 and Clinic 2.

·  The BF PC Supervisor of Clinic 2 determines the user will no longer be a BF PC for Clinic 2 and Deactivates the BF PC.

·  Because the security for a BF PC is all-or-nothing, the supervisor has also, perhaps unwittingly, deactivated the BF PC from working with participants in Clinic 1 too.

> Clinic Services Administration > BF PC Setup

Control / Description /
New / Clicking the New button causes all fields on the BF PC Set Up screen to be enabled. This action also makes the “Make BF PC” button enabled.
Type / Command Button
Hot Key / Alt + N
Edit / Clicking the Edit button causes fields to be editable.
Type / Command Button
Hot Key / Alt + T
Make BF PC / Clicking the Make BF PC button causes a person to be designated as a Breastfeeding Peer Counselor (BF PC). A row is added to the top of the BF PC History grid and the Effective Date is set to today’s date. The Deactivate BF PC button is enabled. After this designation, this BF PC can be selected from Peer Counselor selection lists in the application.
Type / Command Button
Hot Key / Alt + M
Deactivate BF PC / Clicking the Deactivate BF PC button causes a person to not be designated as a BF PC any longer. The Deactivation Date for the current period is set to today’s date. This action also removes this BF PC’s name from Peer Counselor selection lists. The Make BF PC button is enabled.
Type / Command Button
Hot Key / Alt + I
Record Date / This is the record selector for the BF PC Setup records. It contains the recorded date. The drop-down and spin control allow selection of historical BF PC Setup records. When the New button is clicked, this date defaults to today’s date.
Type / Record Selector
Non-editable
Contents / Formatted dates of “mm/dd/yyyy”
DB Column / BFPeerCounselor.RecordedDt
User’s Name / This is a list of all active users who are assigned to a least one clinic that the screen user has security rights to update. This list is sorted by First Name and then by Last Name.
Type / List Box
Required / Yes
DB Column / BFPeerCounselor.Stfp_ID
Code ID / StaffPerson table lookup
Language / If the BF PC is fluent in a language other than English, that language is selected.
Type / List Box
Required / No
DB Column / BFPeerCounselor.LanguageCd
Code ID / Spoken Language
Education Level / This is the education level of the BF PC.
Type / List Box
Required / No
DB Column / BFPeerCounselor.EducationLevelCd
Code ID / Education Level
This code element is non-editable. The installed values are:
1st grade
2nd grade
3rd grade
4th grade
5th grade
6th grade
7th grade
8th grade
9th grade
10th grade
11th grade
12th grade
1 year of college
2 years of college
3 years of college
4 or 5 years of college
1 year of graduate school
2 or more years of graduate school
Unknown
BF Education / This is the BF education that the BF PC has.
Type / List Box
Required / No
DB Column / BFPeerCounselor.BreastfeedingEdCd
Code ID / Breastfeeding Ed
Primary Phone Number / The BF PC's 10-digit primary phone number, including area code.
The first field is the area code. The second field is the phone number.
Type / Text Box
Required / No
Length / 10
Validation / Numeric and Complete, Mask of (999) 999-9999
Display Only / No / Calculated / No
DB Column / BFPeerCounselor.PrimaryAreaCd +
BFPeerCounselor.PrimaryPhoneNr
Type / This is the type of primary phone.
Type / List Box
Required / Yes, if Primary Phone Number completed