Oregon CPA TWIST Training Agenda
Day One
8:00 Welcome and Introductions
8:15 Introduction to WIC
Activity 1 – Intro to WIC Module Objectives Review
9:00 Introduction to TWIST and Security
Activity 2 – Review Lessons: TWIST Screen and Data Entry (1-200), Fast
Paths (1-201), Help (1-400)
Job Aid – Keyboard Shortcuts and TWIST Icons
9:15 Initial Client Contact – Applicant Prescreening
Activity 3 – Review Lessons: Client Search and Client Demographics
(2-100), Applicant Prescreening (3-100)
Activity Sheet 3 – Applicant Prescreening
Client Search and Client Demographics Lesson (2-100)
Applicant Prescreening Lesson (3-100)
Job Aid – Income Guidelines
10:00 Break
10:15 Certification – New Enrollment of a Pregnant Woman
Activity 4 – Review Enrollment Lesson (3-102)
Activity Sheet 4 – New Enrollment of a Pregnant Woman
Enrollment Lesson (3-102)
Handout – Participant Signature Form
Handout – My Rights and Responsibilities
12:00 Lunch
1:00 Review of First Half of Day
1:15 Certification – New Enrollment of a Pregnant Woman (Cont.)
Risk Assessment and Assignment
Activity 4 – Review Lessons: Anthropometric / Biochemical for a Woman
(3-301), Health History (3-303), Risk Criteria and Risk Level
(3-300), Diet Assessment (3-304)
Continue to use Activity Sheet 4 – New Enrollment of a Pregnant Woman
Anthropometric / Biochemical for a Woman Lesson (3-301)
Health History Lesson (3-303)
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Job Aid – Risk Criteria Assignment
Risk Criteria and Risk Level Lesson (3-300)
Diet Assessment Lesson (3-304)
2:45 Break
3:00 First Nutrition Education Contact
Activity 4 – Review Lessons: Interventions (3-401), Nutrition Education
Provided (3-402), Goals (3-403), Referrals (3-404), Progress
Notes (3-405)
Continue to use Activity Sheet 4 – New Enrollment of a Pregnant Woman
Interventions Lesson (3-401)
Nutrition Education Provided Lesson (3-402)
Next Steps Lesson (3-403)
Job Aid – Next Step Statuses
Referrals Lesson (3-404)
Job Aid – Referral Statuses
Progress Notes Lesson (3-405)
3:45 Assigning a Food Package
Activity 4 – Review Assigning Food Packages Lesson (3-500)
Continue to use Activity Sheet 4 – New Enrollment of a Pregnant Woman
Assigning Food Packages Lesson (3-500)
Handout – WIC Food List
Job Aid – Understanding Food Module Codes
Job Aid – Standard Food Package Module Codes
Job Aid – Cardinal Rules of Food Package Assignment / Voucher Dates
4:30 Review
5:00 Adjourn
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Day Two
8:00 Review Activity
8:15 Using the FSS to Schedule NE and Issue FIs
Activity 4 – Review Lessons: Family Summary Screen (3-1100),
Appointment Requests (4-301), Printing FIs – Print Queue
(5-101)
Continue to use Activity Sheet 4 – New Enrollment of a Pregnant Woman
Family Summary Screen Lesson (3-1100)
Job Aid – Family Summary Screen Codes
Job Aid – Appointment Types
Appointment Requests Lesson (4-301)
Printing FIs – Print Queue Lesson (5-101)
Job Aid – Checklist for Printing and Using FIs
Handout – How to Shop With Your WIC Vouchers
Handout – Voucher holder and sleeve
Handout – Using Your Oregon WIC Vouchers
Handout – 5 Easy Steps to WIC Shopping
9:45 Break
10:00 Appointment Scheduling – Family Appointment Record
Activity 5 – Review Appointment Scheduler Lessons (see below)
Activity Sheet 5 – Family Appointment Record
Family Appointment Record Lesson (4-400)
Schedule Appointment Now Lesson (4-402)
Job Aid – How to Make an Individual Appointment
Reschedule Appointment Lesson (4-501)
Canceling an Appointment Lesson (4-502)
Appointment Requests Lesson (4-301)
Schedule a Client Into Group Nutrition Education Appointment Lesson (4-403)
Printing Appointment Notices Lesson (4-700)
Documenting Appointment Attendance Lesson (4-600)
11:00 Appointment Scheduling – Daily Clinic Schedule
Activity 6 – Review Daily Clinic Schedule Lesson (4-202)
Activity Sheet 6 – Daily Clinic Schedule
Daily Clinic Schedule Lesson (4-202)
12:00 Lunch
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1:00 Review of First Half of Day – Answer Questions
1:15 New Enrollment of a Migrant Child
Activity 7 – Review Lessons: Anthropometric / Biochemical for an
Infant/Child (3-302), FPA Screen Functions – Med Doc (3-501),
Nutrition Education Refusal (3-902)
Activity Sheet 7 – New Enrollment of a Migrant Child
Anthropometric / Biochemical for an Infant/Child Lesson (3-302)
FPA Screen Functions – Med Doc Lesson (3-501)
Nutrition Education Refusal Lesson (3-902)
Job Aid – Missed Nutrition Education Appointments and Nutrition Education
Refusal
2:45 Break
3:00 Individual Follow-up of a Pregnant Woman
Activity 8 – Review Lessons: Individual Follow-ups (3-900), Diet
Assessment (3-304), Void Issued FIs (5-105), Change Package
Mid-Certification (3-502)
Activity Sheet 8 – Individual Follow-up of a Pregnant Woman
Individual Follow-ups Lesson (3-900)
Diet Assessment Lesson (3-304)
Void Issued FIs Lesson (5-105)
Job Aid – Voiding Food Instruments
Job aid – Void Reasons
Change Package Mid-Certification (3-502)
Job Aid – Considerations for Scheduling and Voucher Issuance
4:45 Review – Answer Questions
5:00 Adjourn
Day Three
8:00 Review Activities
9:00 Transaction Types
Activity 9 – Review Transaction Types Lesson (3-800)
Transaction Types Lesson (3-800)
Job Aid – Transaction Types
Job Aid – Choosing the Appropriate Transaction Types
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9:15 Recertifying a Child
Activity 10 – Review Lessons: Recertification (3-700), Diet Assessment
(3-304), Scheduling a Client into a Group Nutrition Education
Appointment (4-403)
Activity Sheet 10 – Recertification of a Child
Recertification Lesson (3-700)
Diet Assessment Lesson (3-304)
Scheduling a Client into a Nutrition Education Group Appointment (4-403)
10:00 Break
10:15 Options for postpartum moms
Handout – Options for postpartum moms
10:30 Recertifying a Postpartum Mother
Activity 11 – Review Lessons: TWIST Screen and Data Entry (1-200),
Category Change (3-806), Breastfeeding Tracking (3-600),
Assigning Food Packages Lesson (3-500)
Activity Sheet 11 – Recertification of a Postpartum Woman
TWIST Screen and Data Entry Lesson (1-200)
Category Change Lesson (3-806)
Breastfeeding Tracking Lesson (3-600)
Job Aid – One Year Certifications and the Mid-Certification Health Assessment
Handout – Breast Pump Release Form
12:00 Lunch
1:00 Temporary Newborn Certification
Activity 12 – Review Infant Certification Lesson (3-601)
Activity Sheet 14 – Temporary Newborn Certification
Handout – Category Change form
1:45 Infant changing category
Activity 13 – Review Lessons: Category Change (3-806), Assigning Food
Packages (3-500)
Activity Sheet 13 – Infant changing category
Category Change Lesson (3-806)
Job aid – Standard infant formula modules
2:45 Break
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3:00 Infant Certification Lesson (3-601) Reactivate and Reinstate
Transactions
Activity 12 – Review Reactivate and Reinstate Lesson (3-801)
Activity Sheet 12 – Reactivate / Reinstate
Reactivate and Reinstate Lesson (3-801)
3:30 Foster Families and Custody Changes
Activity 15 – Review Foster Families and Custody Changes Lesson (3-808)
Activity Sheet 15 – Foster Family and Custody Changes
Foster Families and Custody Changes Lesson (3-808)
4:30 Final Review
Job Aid – Application Support
Job Aid – TWIST Troubleshooting
Job Aid – Process Summary
5:00 Adjourn
Notes
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