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CS 1 CLINIC SERVICES FAMILY / INTAKE Clinic... · Web viewCS 1 Clinic Services Family/Intake ScreensMPSC WIC MIS System MPSC WIC MIS SystemCS 1 Clinic Services Family/Intake Screens

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CS 1 CLINIC SERVICES FAMILY / INTAKE SCREENS

CS 1 Clinic Services Family/Intake ScreensMPSC WIC MIS System

MPSC WIC MIS SystemCS 1 Clinic Services Family/Intake Screens

MPSC WIC MIS System

Detailed Functional Design Document

CS 1 Clinic Services Family/Intake Screens

Revision Date: June 24, 2017

Maintained by:

Products and company names mentioned herein may be the trademarks or registered trademarks of their respective owners. Unmentioned brands or company names are also respected with their own registered trademarks. Some content may be a direct translation from their Web sites.

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

2/28/2014

Ciber Team

MPSC

Release 3.7 Updates

4/23/2014

Ciber Team

MP User Group

Release 4.0 Task Order 3

12/24/2014

Ciber Team

MP User Group

Release 4.1 Construction Clarification

3/27/2015

Ciber Team

MP User Group

Release 5.0 Task Order 4 draft

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

9/10/2015

Ciber Team

MP User Group

Release 5.1 Updates

12/28/2015

Ciber Team

MP User Group

Release 5.03 Updates

5/5/2016

Ciber Team

MP User Group

Release 5.05 Updates

6/16/2016

Ciber Team

MP User Group

Release 5.05 Change Log Review

7/19/2016

Ciber Team

MP User Group

Release 5.04/5.05 Change Log Review

10/27/2016

Ciber Team

MP User Group

Release 5.06 Updates

1/23/17

Ciber Team

MP User Group

Release 5.07 Updates

2/1/17

Ciber Team

MP User Group

Release 5.07 Change Log Review

3/23/17

CDP Team

MP User Group

Cover page, header, and footer mods for new M&E contractor

5/26/2017

CDP Team

MP User Group

Release 6.00 Updates

Table of Contents

Maintained by:1

1Family/Intake5

1.1Certification Guide5

1.2Family17

1.2.1Family ID Link27

1.2.1.1Choose Family ID Pop-Up27

1.2.2New Member/Proxy29

1.2.2.1New Member/Proxy Pop-Up29

1.2.2.2Choose Person ID Pop-Up34

1.2.2.3Dual Participant Search Pop-Up37

1.2.2.4Participant Category Pop-Up44

1.2.2.5Check Eligibility Participant Category Pop-Up47

1.2.2.6Check Eligibility Algorithm Participant Category50

1.2.2.7Notice of Ineligibility (Dynamic)51

1.2.2.8Application Pop-Up54

1.2.2.9Enrollment Pop-Up58

1.2.3Member Information63

1.2.3.1Examples by type63

1.3Identity72

1.3.1Signature Capture Affidavit for No Proof of Identity Pop-Up76

1.3.2Signed Statement (Dynamic)77

1.3.2.1Language: Both77

1.3.2.2Signed Statement Mockup78

1.4Contact/Address79

1.4.1Choose City/County/State Pop-Ups100

1.4.2Signature Capture Affidavit for Residency Pop-Up103

1.5Income104

1.5.1Check Eligibility Income Pop-Up115

1.5.2Signature Capture Ineligibility Pop-Up118

1.5.3Adjunct Eligibility Pop-Up120

1.5.4Signature Capture Affidavit for Income Pop-Up124

1.5.5Income Calculator Weekly Income Pop-Up125

1.5.6Income Calculator Bi-Weekly Income Pop-Up128

1.5.7Income Calculator Twice Monthly Income Pop-Up131

1.5.8Income Calculator Monthly Income Pop-Up134

1.5.9Income Calculator Income by Hours Pop-Up136

1.5.10Adjunct Eligibility139

1.5.10.1Medical Assistance (Title XIX) Check139

1.5.10.2TANF Check139

1.5.10.3Food Assistance Check139

1.5.10.4VOC Check140

1.5.10.5State Program Check140

1.6Voter Registration140

1.7Member/Proxy Pop-Up144

1.7.1Change Member Type Pop-Up161

1.7.2Participant History Pop-Up166

1.7.3Aliases Pop-up169

1.7.4Family Member History Pop-Up172

1.7.5Enrollment Pop-Up173

1.7.6WIC Status History Pop-Up179

1.8Application182

1.9Participant Category189

1.10Comments/Alerts194

CS 1 Clinic Services Family/Intake ScreensMPSC WIC MIS System

MPSC WIC MIS SystemCS 1 Clinic Services Family/Intake Screens

Page 4 of 197Table of ContentsJune 24, 2017

June 24, 2017Table of ContentsPage 3 of 197

Family/Intake

The Family/Intake branch includes screens used to make a new member/proxy, update participant and family intake information, and create comments/alerts. The family screen allows staff to view all family members at a glance, create new family members, and record and update family level attributes. The intake process may include updates to the family structure, personal information, contact/address, income, voter registration, application, or participation category areas. This area of the application covers proof of identity, income and residency.

Certification Guide

The Certification Guide screen helps a user know the screens needed for the specific type of certification that they are trying to do. This screen is participant based. The system uses triggers to determine the type of certification. Types of certifications include Regular Certifications (includes scheduled Certifications and Recertifications), Out-of-State VOC, Infant Precertification, Pregnant Precertification.

> Family/Intake > Certification Guide

Control

Description

Certification Guide

This data grid shows the Certification Guide appropriate for the type of certification being completed. There are two columns, Screen and Complete.

Type

Read-Only Data Grid

Display

Yes

Screen

This column indicates the Screens that are required or recommended for the specific type of certification.

Type

Text Box

Required

NA

Length

NA

Validation

NA

Display Only

Yes

Calculated

No

DB Column

NA

Complete

This column indicates whether or not a trigger defined in the business rules has been satisfied and if the screen is considered complete for this type of certification.

Type

Text Box

Required

NA

Length

NA

Validation

Yes/No

Display Only

Yes

Calculated

No

DB Column

NA

Business Rules

Participant Header Rule

1. Display the Participant Sub-Header at the top of this screen.

General Business Rules

2. The Certification Guide leaf is always available in the tree structure.

3. Display the Certification Guide based on the participant that is currently selected in the record selector.

4. When user clicks on the Certification Guide leaf, the system determines if a certification is being completed today and if so the type of certification.

5. To determine if a certification is being completed, determine application type.

a. If Application Type = Pre-Certify and Participant Category = I and WIC status = Pending, then display the Infant Precertification listing.

b. If Application Type = Pre-Certify and Participant Category = P and WIC status = Pending, then display the Pregnant Precertification listing.

c. If Application Type = Out-of-State VOC and WIC Status = Pending, then display the Out-of-State VOC listing.

d. If Application Type = Regular and Participant Category = I or C and todays Appointment Type = Certification or Recertification and the Appointment Status = Scheduled, Arrived, Seen, or Mass Scheduled, then display Regular Certification for Infant or Child listing.

e. If Application Type = Regular and Participant Category = P, B, or N and todays Appointment Type = Certification or Recertification and the Appointment Status = Scheduled, Arrived, Seen, or Mass Scheduled, then display Regular Certification for Women listing.

6. Display a warning message if no Certification Guide can be displayed because the participant does not meet the display criteria.

7. The term Endorser is based on a system parameter, ClinicServices.HeadofHouseholdLabelToUse.

8. For Complete column, display Yes if the trigger has been satisfied. Display No if the trigger has not been satisfied.

Infant Precertification Rules

9. This is the screen listing for the Infant Precertification Certification Guide.

Infant Precertification

Family/Intake - Family New Member/Proxy for endorsers/proxies

Family/Intake - Family Participant FB Issuance

Family/Intake - Identity

Family/Intake - Contact/Address

Family/Intake Income

Family/Intake - Comments/Alerts as needed

Assessment - Nutrition Interview

Assessment - Risk

Certification/Termination - Certification

Education and Care - Referrals Family as needed

Education and Care - Referrals Participant as needed

10. For Infant Precertification, when displaying the listing each time, the system determines which required screens have been completed based on a key dat