Oregon WIC TWIST Manual

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This manual provides step by step instructions for all local agency functions in TWIST.

Updates: The December 6, 2011 update includes a cover page listing the changes, instructions for updating your manual and the updated materials.
Contact diane.arnold@state.or.us to order hard copies of TWIST Training Manuals, Updates, Job Aids or Activity Sheets.
All documents on this page are in PDF format.

Table of Contents The manual is organized in chapters that correspond to the primary modules found in the TWIST system. Use the Table of Contents to find a lesson on a specific function in TWIST. Oregon WIC TWIST manual cover

Job Aids Job Aids are designed to summarize certain information in a concise way. They are "cheat sheets" for staff to help them remember particular functions.

Activity Sheets Please see instructions at this link for more information about Activity Sheets.

TABLE OF CONTENTS Contents

INTRODUCTION How to Use This Manual

CHAPTER 1	TWIST OVERVIEW	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
CHAPTER 2	CLIENT DEMOGRAPHICS
Section 1	100 Client Search and Demographics
CHAPTER 3	CLIENT PROCESSES	Job Aids
Section 1	Intake/Enrollment 100 Applicant Prescreening 101 Producing a WIC ID Card 102 Enrollment 103 Breastfeeding Peer Counselor Assignment	Income Guidelines
Section 2	General 200 Certification Overview
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 Growth Charts
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	Next Steps Referral Statuses
Section 5	Food Packages 500 Assigning Food Packages 501 Food Package Assignment Screen Functions - Medical Documentation Information and Client Designation Flags 502 Change Package Mid-Certification	Standard Food Package Module Codes Understanding Food Module Codes
Section 6	Certification Variables 600 Breastfeeding Tracking 601 Infant Certification-Temporary Newborn 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 and 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 Screens Checklist for Printing and Using Food Instruments Considerations for Scheduling and Voucher Issuance
CHAPTER 4	APPOINTMENT SCHEDULER	Job Aids
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 Appointment Appointment Types Appointment Scheduler Reports Overview
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
CHAPTER 5	FOOD INSTRUMENTS	Job Aids
Section 1	Vouchers/Food Instruments (FI) 100 Enter Printer / Test Print Vouchers/ Select Default Printer 101 Print Queue 102 Printing Vouchers/FIs and Printing from a Group Education Class 103 Print Local Batch FI 104 Vouchers/FI Look-Up 105 Void Issued Vouchers/FIs 106 Handle Mail Returns 107 Track Vouchers/FIs for Clinic Pick-Up	TWIST Equipment and Application Support Dealing With Changes when Vouchers Have Been Issued Into The Future Policy on Mailing and Replacing Vouchers/FIs Setting MICR Printer Preferences Voiding Vouchers/FIs Voucher/FI Void Reasons
CHAPTER 6	SYSTEM ADMINISTRATION	Job Aids
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	Internet Connection on Laptops at Satelite 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
CHAPTER 7	REPORTS	Job Aids
Section 1	Reports 100 Standard and QA Reports	Appointment Scheduler Reports Overview
CHAPTER 8	OPERATIONS MANAGEMENT	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
CHAPTER 9	FINANCIAL MANAGEMENT	Job Aids
Section 1	Caseload Management 100 Caseload Management
Section 2	Priority Freezing 200 Priority Freezing
CHAPTER 10	VENDOR MANAGEMENT	Job Aids
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

Certifier and Clerical Activity Sheets

Activity Sheets are in PDF format, and are listed in the order that they are used in TWIST Trainings. Please contact diane.arnold@state.or.us if you need hard copies of any Activity Sheets. Activity Sheets do not provide complete instructions. Staff will need assistance or the use of the TWIST Training Manual to understand all of the steps required to complete a function.

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