Table of Contents
- 8.0 INTRODUCTION
- 8.1 Produce Food Instruments (FI01)
- 8.2 Food Instruments Inquire (FI02)
- 8.3 Void/Re-Issue Food Instruments (FI03)
- 8.4 Food Instrument Rebuild (FI04)
- 8.5 Correct FI Sequence Number (FI05)
- 8.6 Food Instrument Stock Range (FI06)
- 8.7 Set FI Stock Range (FI07)
- 8.8 WIC MEDICALLY PRESCRIBED Formula (FI08)
- 8.9 Food Instrument Procedures
- 8.9.1 Food Instruments Only (WFIO)
- 8.9.2 Missed Food Instrument Pick-up (WMFI)
- 8.9.3 Food Instrument Problem Guide
8.0 INTRODUCTION
The Cornerstone system provides the clinic with the capability to issue food instruments (FIs), to void and reissue FIs, void unused FI stock, and inquire on issued FIs. In addition, it is possible to rebuild FIs and correct mis-numbered FIs at the clinic level. The WIC FI screens are described below. There is also a Food Instrument Problem Guide. Please refer to Appendix E "Food Instrument Problem Guide".
Please note that information regarding FIs that is presented in the WIC Policy and Procedure Manual remains applicable to the Cornerstone system.
8.1 Produce Food Instruments (FI01)
Overview
- Used to issue food instruments (FIs) for WIC participants at the time of certification or at subsequent visits for education or follow-up for an individual participant or for multiple participants who are in the same group.
- Numerous message windows will display on this screen both before and after the printing process. FIs are always printed to the Okidata printer directly attached to the workstation being used.
Program Policy
Food instruments (FIs) may only be issued to participants whose program status in the WIC program is "A" (active). The Cornerstone system defaults to three-month issuance, unless the scheduled termination date is reached. However, the user may change issuance to one or two months at a time.
Food instruments may not be issued more than 14 days before the participant's base date. Additionally, the following situations may result in the issuance of less than a full month's package (FIs would be prorated):
- The participant picks up FIs late;
- The participant's next base date is changed; or
- The participant's scheduled termination date has been reached.
About Base Dates
The Base Date is set to the day a participant is certified and defines the participant's FI pick-up cycle. A pick-up cycle is the day of the month that a participant will be scheduled to pick up FIs for subsequent visits. As FIs are created, the Base Date will roll forward for each month of FIs generated for the participant. Thus, the Base Date always represents the date through which a participant has received food.
The Next Base Date is an enterable field on the Produce Food Instruments (FI01) screen. When this field is left blank, it will default to one month from the Base Date. The Base Date and Next Base Date determine the valid redemption period for the FI. These two dates will be printed as the "First Day to Use" and "Last Day to Use" on the FI. Additionally, the difference between today and "Next Base Date" determines whether a food package needs to be prorated.
As FIs are created, the Base Date rolls forward to the Next Base Date, and the Next Base Date will default to one month from the Base Date. In this manner, the dates are rolled forward until the desired number of food packages is created.
Usually, the Next FI Pick-Up will be the same as the participant's Base Date. However, these dates may not match for various reasons. For example, the Cornerstone system will automatically adjust the scheduled Next FI Pick-Up to Friday or Monday if the default date falls on a weekend. The Next FI Pick-Up date may also be adjusted manually for various reasons (for example, to schedule FI pick-up at the same time as nutrition education, to reschedule due to holidays, or to accommodate the participant). A participant can be scheduled up to two weeks prior to her Base Date for FI pick-up or up to one week after her Base Date without any danger of receiving a prorated package.
Changing the Next Base Date
Situations may arise that require the participant's FI pick-up cycle to be altered. For example, this may be necessary when 1) a new participant is being added to an already existing group; 2) a change in group relationship is necessary (i.e., change in custody); or 3) to meet either the clinic's or the participant's needs.
NOTE: Changing the Next Base Date will permanently alter the participant's pick-up cycle. For minor scheduling changes, the user should change the Next FI Pick-up Date.
To change a participant's pick-up cycle, enter the appropriate date as the Next Base Date. The Next Base Date can not be in the past and cannot be more than one month from the Base Date. Note that the month of the Next Base Date may not always be the current month. (For example, if the participant's Base Date is July 21 and the user wants to put her on a pick-up cycle of July 7, the Next Base Date would be August 7, not July 7.)
When changing the Next Base Date for a single participant, enter the date of the desired pick-up cycle in the "Next Base Date" field. For example, a participant is certified on February 15, but would like to pick up FIs on the 25th of the month for every subsequent visit. Enter 2/25 in the "Next Base Date" field. The participant will receive a prorated food package valid from February 15 to February 25 and full month packages valid from February 25 to March 25 and March 25 to April 25. After printing, the Base Date is set to April 25 and the participant will automatically be scheduled for Next FI Pick-Up on April 25.
To match a participant's pick-up cycle to a group, set the Next Base Date and then print FIs until the Base Date "catches up" with the group's Base Date.
Food Instrument Pro-ration
Food instrument pro-ration occurs according to the following schedule:
- If less than 21 days but more than 14 days remain until the Next Base Date, a three-week prorated package will be issued;
- If less than 14 days but 7 or more days remain until Next Base Date is reached, a two -week prorated package will be issued; and
- If less than 7 days remain until Next Base Date, a one-week prorated package will be issued.
Step by Step Instructions
- Verify the information in the Participant Standard Processing Block (PSPB) as that of the participant currently being processed. (Please refer to Chapter 2 "System Environment" under "2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse" for more information about the PSPB.)
- Press ctrl+F1 to activate the bottom window.
- Make sure that the FI stock is correctly lined up in the printer.
- Press F6 Edit to edit.
- The "FI Range" pop-up window with the message "Enter Begin and End Range of FI Stock in Printer" will be displayed, unless already set earlier during this Cornerstone session on this screen, the Void/Reissue Food Instrument screen (FI03), or the "Set FI Stock Range (FI07) screen. Enter the first and last sequence number of the FI stock in the printer. Press F4 to save the sequence range. Press F6 Edit to continue.
- The "FI Sequence" pop-up window with the message "Enter the Sequence Number of the FI in the Printer" will be displayed. Enter the red sequence number of the next FI that is in the printer.
NOTE: After printing one series of FIs (e.g., for another family member), the Cornerstone system will request entry of the sequence number of the next FI in the printer.
- Press F4 to save the sequence number.
- Check the "Scheduled Education" and "Scheduled Follow-up" dates. In most cases, the number of months of FIs issued will depend on the date of the participant's next appointment.
- The cursor will move to the "Next Base Date" field.If the participant's FI pick-up cycle needs to be altered, type the appropriate date in this field.
- Press Enter to go to the "Number of Months" field. The Cornerstone system defaults to "3" in this field. If the user wants to have the participant return in less than three months, this may be changed by typing "2" or "1."
- Press F4 to begin printing the FIs.
- There may be a slight delay before FIs begin to print. Do not press F4 again.
- If the participant has not been scheduled for nutrition education (individual or group), follow-up, or certification, a message will be displayed: "Please correct the following errors: WARNING - Need to schedule education, follow-up, or certification."
- Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.2 Schedule Appointment (SC02)" and/or "5.3 Class Schedule (SC03)" for information about scheduling appointments.
- It is recommended that the next appointment be scheduled prior to printing the FIs, in order to determine the number of months to issue.
- If scheduling is not needed, press Enter to continue producing FIs.
- If the FI stock runs out in the middle of printing, the Cornerstone system will not reprint any FI's that were produced prior to running out of stock. When the user returns to the screen to begin printing again, the Cornerstone system continues printing were it left off.
- When printing is complete, remove FIs from the printer by holding the lower right side of the FI firmly and pulling forward.
NOTE: Do not use the Form Feed button on the printer. If the form feed is used, the FI stock will need to be realigned after each participant. This increases the chances of printing FIs out of sequence.
- For Okidata 590 printers: To remove FIs from the printer, press Tear. FIs will roll up. Tear FIs off. Press Tear again to roll back into place for the next printing.
- A list of the sequence numbers that were obligated will be displayed on the screen. Verify that the black computer-generated numbers and the red pre-printed sequence numbers on the FIs match.
- If the black and red numbers match, go to step 14.
- If the black and red numbers do not match, please refer to "8.2 Food Instruments Inquire (FI02)" and "8.3 Void/Re-issue Food Instrument (FI03)" in this chapter for more information.
Once it is determined that the black and red numbers match, press Enter to continue.
- Remove the stubs from the FIs and staple them together.
- Instruct the participant to sign her full name on the top stub and initial the bottom stub.
- The available fast path keys on this screen are F9 to the Schedule Appointment screen (SC02) and F10 to the Lock/Unlock Participant FI Issuance (AD24) screen.
Screen Layout #1
Screen Layout #2
Field Definitions (including pop-up window)
| Field Name |
Length |
Field Type |
Definition |
| Sequence |
8 |
Assigned |
The number of the next WIC FI on which to print. This number is typed into the "FI Sequence" pop-up window and displayed on the screen. |
| Begin (Range) |
8 |
Numeric/Assigned |
The number of the first WIC FI or food coupon loaded into the printer in preparation for FI issuance. This number is typed into the "FI Range" pop-up window in the "Begin" field and displayed on the screen. |
| End (Range) |
8 |
Numeric/Assigned |
The number of the last WIC FI or food coupon of the stack loaded into the printer in preparation of FI issuance. (This number is typed into the "FI Range" pop-up window in the "End" field and displayed on the screen.) |
| Food Package |
3/3/3 |
Assigned |
Food packages for the participant as prescribed on the WIC Assessment (AS02) screen. |
| Base Date |
8 |
Assigned |
A date used to set a WIC participant's FI pick-up cycle. Base date is the same as the "first day to use" on a WIC FI or food coupon. |
| Scheduled Termination Date |
8 |
Assigned |
Date this certification period will end. |
| Next Base Date |
8 |
Date |
A date used to set a WIC participant's FI pick-up cycle. Next base date is the same as the "last day to use" on a WIC FI or food coupon. |
| Scheduled Education |
8/4 |
Assigned |
Date and time of the participant's next education contact. |
| Scheduled Follow-up |
8/4 |
Assigned |
Date and time of the participant's next follow-up visit. |
| Number of Months |
1 |
Numeric |
Defaults to 3 to allow issuance. May be changed to 2 or 1 month. |
| Scheduled Cert |
8/4 |
Assigned |
Date and time of the participant's next certification. |
8.2 Food Instruments Inquire (FI02)
Overview
- Used to inquire upon previously issued/obligated food instruments (FIs) and to inquire upon unobligated FIs that were test patterns or blank stock that have been voided and/or reissued.
- Additionally, this screen is used to select issued FIs that will be voided and/or reissued.
- The user can select a record(s) from the browse area of the screen and fast path to the Void/Re-issue Food Instrument (FI03) screen with the selected record's information carried forward.
Step by Step Instructions
Inquiry on issued FIs may be accomplished by entering the participant ID for information on FIs issued to a specific participant or by entering a specific FI sequence number for information on a specific FI. In the latter case, the Cornerstone system will begin the display with the sequence number entered, then the next numbers, in ascending order. FIs are purged 90 days after the "first day to use."
- Enter the participant's ID number in the "Part. ID" field or type the FI sequence number to be inquired upon in the "Sequence" field.
- Press ctrl+F1 to activate the bottom window.
- Use the up and down arrow keys and/or Pg Up and Pg Dn to highlight the appropriate FI.
- Press F6 Edit to select one or more FIs for voiding and/or reissuing.
- Press the space bar to place an "X" in the "SEL" column next to the selected FI.
- Use the up and down arrow keys to highlight the next FI to be voided.
- Press the space bar again to place an "X" next to this FI.
- Repeat steps 6 and 7 until all the FIs that need to be voided are selected.
NOTE: If an FI is mistakenly selected, use the up and down arrow keys to highlight the incorrect selection and press the space bar again to remove the "X."
- When all of the FIs are selected, press F4 to save the selections.
- To transfer the selected FIs for void/reissue, press F10 to go to the Void/Reissue Food Instrument screen (FI03). The selected FIs will be carried over to this screen. Please refer to "8.3 Void/Reissue Food Instrument (FI03)" in this chapter for more information.
NOTE: If it is necessary to correct the sequence numbers of the selected FIs, press F9 to go to the Correct FI Sequence Number (FI05) screen and please refer to "8.5 Correct FI Sequence Number (FI05)" in this chapter for more information.
Screen Layout
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Participant ID |
14 |
Alpha/Numeric |
A unique system-generated identification number which is assigned to the participant at enrollment. |
| Sequence |
8 |
Numeric |
The black or printed number of the FI as printed on the instrument and stub. |
| SEL |
1 |
Choice |
A field used to mark a FI for voiding and/or reissuing. Use the space bar to place an "X" in the field next to the FI sequence number to select that FI. |
8.3 Void/Re-Issue Food Instruments (FI03)
Overview
- Used to void and reissue obligated (issued) FIs. The Cornerstone system only allows FIs to be reissued after others have been voided and are not expired (exception is noted below). Voiding and reissuing FIs may be necessary for several reasons:
- Damaged or torn during printing process (i.e. printer jammed) and FIs are unusable
- Incorrect food package was printed for a participant
- Participant requires a food package change and has brought remaining FIs back to the clinic
- Mis-numbering of FIs has occurred and FIs are in the clinic.
- Used to void obligated printed FIs when no reissue is necessary, such as when a participant has returned expired FIs to the clinic. The FIs must be found on the Food Instruments Inquire (FI02) screen before doing the void.
- Used to void unobligated (not issued) blank food instruments (FIs), such as when two or three are left in stack and cannot be loaded into the printer.
- WIC program policy does not allow the voiding and reissuing of FIs that have been lost or stolen from the participant.
Step by Step Instructions
To Void and Reissue Obligated FI(s)
- Verify that the FIs selected on the Food Instruments Inquire (FI02) screen are displayed in the bottom window. If the correct FIs have not been selected, please refer to "8.2 Food Instruments Inquire (FI02)" in this chapter for more information.
- Press ctrl+F1 to activate the bottom window.
- Press F6 Edit to edit.
- The "FI Range" pop-up window with the message "Enter Begin and End Range of FI Stock in Printer" will be displayed, unless already set earlier during this Cornerstone session on this screen, the Produce Food Instruments screen (FI01), or the "Set FI Stock Range (FI07) screen. Enter the first and last sequence number of the FI stock in the printer. Press F4 to save the sequence range.
- The cursor will move to the "Sequence" field (column).
- Press Tab to go to the "Void" field (column). The Cornerstone system defaults to "H" (in hand) in this field. "H" is the only appropriate code for this field for this procedure.
NOTE: The obligated FI(s) being voided must be in the hands of the clinic prior to voiding with a reason of "H."
- If the FI is to be reissued, press Enter to go to the "Reissue" field (column). The Cornerstone system defaults to "N" for No in this field. If reissuing the FIs, type "Y" for Yes over the "N."
- To void or reissue other FIs, use the down arrow key to go to the next FI and repeat the previous step.
- Press F4 to complete the void/reissue.
- The Cornerstone system will display the message "Void/Reissue has successfully completed" as each FI is processed.
To Void Unobligated FI(s)
- To void an FI range, go to step 2. To void a single FI or non-consecutive FIs, go to step 8.
- Press F5 Add to add.
- The "FI Range" pop-up window with the message "Enter Begin and End Range of FI Stock in Printer" will be displayed, unless already set earlier during this Cornerstone session on this screen, the Produce Food Instruments screen (FI01), or the "Set FI Stock Range (FI07) screen. Enter the first and last sequence number of the FI stock in the printer. Press F4 to save the sequence range.
- The cursor will move to the first field under "Void Sequence Range." Enter the beginning sequence number to be voided.
- Press Enter to go to the second field under "Void Sequence Range." Enter the last four digits of the ending sequence number to be voided.
- Press Enter to go to the "Void Reason" field. Type in the correct code or use F1 Help to complete this field. (Please refer to Chapter 2 "System Environment" under "2.4.2.1 Function Keys" for more information about F1 Help.)
- Go to step 13.
- To void a single FI or a group of non-consecutive FIs, press ctrl+F1 to move to bottom window on the screen.
- In the "Sequence" field (column) of the bottom window, enter the unobligated FI number to be voided.
- Press Enter to go to the "Void" field (column). Type in the correct void code, if the correct code is not displayed.
- The remaining fields (columns) are not used when voiding unobligated FIs and cannot be edited.
- To enter more FIs, use the down arrow key to move to the next row in the "Sequence" column. Repeat steps 9 through 11 until all individual FIs have been entered.
- Press F4 to save. A message "Void/Reissue has successfully completed. Press any key to continue" will be displayed.
Screen Layout #1
Screen Layout #2
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Sequence |
8 |
Assigned |
The number of the next WIC FI to be printed. |
| Begin (Range) |
8 |
Numeric |
The number of the first WIC FI loaded into the printer in preparation for FI issuance. (This number is typed into the "FI Range" pop-up window in the "Begin" field and displayed on the screen.) |
| End (Range) |
8 |
Numeric |
The number of the last WIC FI in the stack loaded into the printer in preparation of FI issuance. (This number is typed into the "FI Range" pop-up window in the "End" field and displayed on the screen.) |
| Void Sequence Range |
8/4 |
Numeric |
First and last number (in sequence from the first number) of blank FI stock being voided. |
| Void Reason |
4 |
Code |
A code that identifies the reason a WIC FI was voided. |
| Sequence (bottom window) |
8 |
Numeric |
The number of the next WIC FI to be printed. |
| Void (bottom window) |
4 |
Code |
A code that identifies the reason a WIC FI was voided. |
| Void Reason (bottom window) |
20 |
Assigned |
The description of the void code displayed to the left of this field. |
| Re-Issue (bottom window) |
1 |
Choice |
Yes/No field indicating whether to reissue the voided WIC FI or not. |
8.4 Food Instrument Rebuild (FI04)
Overview
- Used to rebuild food instrument (FI) records (information) about an issued FI that is missing from the Cornerstone system. FIs are rebuilt from information on the stub.
- Allows recovery of food instruments (obligations) that have been printed but have not been recorded on the clinic database (into the Cornerstone system). The need to rebuild FIs usually only occurs following an unexpected loss of data that cannot be restored from a tape back-up. FIs must be rebuilt utilizing information from the FI stubs retained by the clinic.
- To edit or change information for an FI originally created through the rebuild process.
Step by Step Instructions
- In the "Sequence" field, and using the FI stub for information, type the black sequence number of the FI to be recovered or edited.
- If the sequence number entered is not in an FI stock range, an error message will be displayed.
- Press F5 Add to add or F6 Edit to edit.
- In the "Issue Date" field, type in the date the FI was originally issued.
- Press Enter to go to the "Participant ID" field and type in the participant's Cornerstone ID number.
- The cursor will move to the "Food Package" field and type the food package number in the first three positions and the FI number in the last position.
- The cursor will move to the "First Day to Use" field. Type in the date on the stub.
- The cursor will move to the "Last Day to Use" field. Type in the date on the stub.
- The maximum amount of the FI is displayed on the screen. Verify this amount with the amount on the FI stub to confirm that the data has been entered correctly.
- Press F4 to save. A message "Record added" OR "Record edited" will be displayed in the top right corner of the screen.
- The available fast path key is F9 to the Food Instruments Inquire (FI02) screen.
Screen Layout
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Sequence |
8 |
Numeric |
The black or printed sequence number on the stub. |
| Issue Date |
8 |
Date |
Date the FI was printed. |
| Participant ID |
14 |
Alpha/Numeric |
A unique system-generated identification number which is assigned to the participant at enrollment. |
| Food Package |
3 |
Numeric |
Food package that was prescribed and appears on the FI stub. Includes FI number. |
| First Day to Use |
8 |
Date |
Date on which the FI can first be redeemed. |
| Last Day to Use |
8 |
Date |
Date by which the FI must be redeemed. |
| Maximum Amount |
5 |
Numeric |
System-generated dollar amount of the FI based upon the food package and instrument number entered. |
8.5 Correct FI Sequence Number (FI05)
Overview
- Used to correct mis-numbered food instruments (FIs) that are in the hands of the participant and not in the clinic's possession. A mis-numbered FI is one in which the black sequence number printed on the FI does not match the pre-printed red sequence number on the FI.
- Completion of this screen will ensure accurate bank processing and reconciliation of FIs.
- If the mis-numbered FI(s) are in hand, use the Food Instruments Inquire (FI02) screen to select them and then transfer to the Void/Reissue Food Instrument (FI03) screen.
- Mis-number correction is done using the FI stubs.
NOTE: The task of correcting the FI sequence is difficult and should not be a daily occurrence. Clinic staff should never attempt to correct FI sequence without contacting the Cornerstone Service Desk® at (866) 791-4554 or their Community Support Services Consultant (Regional Consultant).
Step by Step Instructions
- Press F6 Edit to edit.
- The cursor is in the "Red FI Stock Sequence Number" field. Enter the red FI stock sequence number located on the FI stub.
- If an obligation already exists for that sequence number, an error message will be displayed. In this case, further investigation is required to find the starting point of the mis-numbering.
- If the black computer-generated sequence number is greater than the red number, go to the first mis-numbered FI.
- If the red number is greater than the black computer-generated sequence number, go to the last mis-numbered FI.
- The cursor will move to the "BLACK Computer Generated Sequence Number" field. Enter the black computer-generated sequence number located on the FI stub. The detail printed on the stub will be displayed.
- Press F4 to save.
NOTE: After the FI sequence has been corrected through the above process, an "M" (mis-numbered FI) will be displayed in the "Status" column on the Food Instruments Inquire (FI02) screen.
5. The available fast path key is F9 to the Food Instruments Inquire (FI02) screen.
Screen Layout
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Red FI Stock Sequence Number |
8 |
Numeric |
The red sequence number on the mis-numbered FI stub. |
| Black Computer Generated Sequence Number |
8 |
Numeric |
The black or printed sequence number on the mis-numbered FI stub. |
| Issue Date |
8 |
Date |
Date the FI was printed. |
| Participant ID |
14 |
Alpha/Numeric |
A unique system-generated identification number which is assigned to the participant at enrollment. |
| Food Package |
3 |
Numeric |
That was prescribed and is on the FI stub, includes instrument number also. |
| First Day to Use |
8 |
Date |
Date on which the FI can first be redeemed. |
| Last Day to Use |
8 |
Date |
Date by which the FI must be redeemed. |
| Maximum Amount |
5 |
Numeric |
System-generated dollar amount of the FI based upon the food package and instrument number entered. |
8.6 Food Instrument Stock Range (FI06)
Overview
- Used to record (add) stock ranges into the Cornerstone system when new shipments of blank FIs are received by the clinic. The sequence number ranges of WIC food instrument (FI) stock are recorded on this screen when received from central distribution in Springfield. These ranges are then used to validate sequence numbers entered on the Produce Food Instruments (FI01) and Void/Reissue Food Instrument (FI03) screens. Stock ranges that have been entered can only be deleted when obligations (issued FIs) do not exist within that range.
- Used to edit and inquire (view) FI stock ranges that have been received by the clinic.
Step by Step Instructions
- The screen will display the FI stock ranges that have been recorded for the clinic.
- To add an FI stock range, press F5 Add. The "Add FI Range" pop-up window will be displayed. Go to step 2.
- To edit an existing FI stock range, use the up and down arrow keys to highlight the entry to be edited and press <F6> Edit. The "Edit FI Range" pop-up window will be displayed. Continue with step 2 to make necessary corrections and/or add any comments.
- To delete an existing FI stock range, use the up and down arrow keys to highlight the entry to be deleted and press F7 Delete (see note below). The "Confirm delete?" pop-up window will be displayed. Type "Y" for Yes to delete the record or "N" for No to cancel the delete. If deleted, the message "Record deleted" will be displayed in the top right corner of the screen. If no more action is required on this screen, skip the remaining steps and go to the next appropriate screen.
NOTE: If the specified range contains one or more FIs that have been issued, an error message will be displayed.
- In the "Begin Range" field, type in the beginning sequence number of the new range.
NOTE: Each box of 2,000 FIs should be entered individually.
- The cursor will move to the "End Range" field. Type in the ending sequence number of the new range.
- The cursor will move to the "Date Received" field and type in the date on which the stock was received.
- Press Enter to go to the "Comment" field. Type any reference information that may help in distinguishing from which box the FI stock was taken (e.g., "Box Number 1 of 4" or "Box Number 2 of 4," etc.).
- Press F4 to save. A message "Record added" OR "Record edited" will be displayed in the top right corner of the screen.
- The available fast path keys are F9 to the Food Instruments Inquire screen (FI02) and F10 to the Set FI Stock Range screen (FI07).
Screen Layout
Field Definitions (pop-up window)
| Field Name |
Length |
Field Type |
Definition |
| Begin Range |
8 |
Numeric |
The number of the first WIC FI or food coupon in a box of stock received by the clinic. |
| End Range |
8 |
Numeric |
The number of the last WIC FI or food coupon in a box of stock received by the clinic. |
| Date Received |
8 |
Date |
The date the clinic received the WIC FI stock. |
| Comment |
50 |
Alpha/Numeric |
Free-form field where notes about the FI shipment can be recorded. |
8.7 Set FI Stock Range (FI07)
Overview
- Used to set the stock range of food instruments (FIs) prior to loading them into the printer for issuance.
- Used to set the daily stock range of FIs loaded into the printer for FI issuance. The begin and end range of FI stock in the printer must be set once during each Cornerstone session in which FIs will be printed. The user will be prompted to set the FI stock range on the Produce Food Instruments screen (FI01) or the Void/Re-Issue Food Instruments screen (FI03) if not set on this screen.
- Unlike the Food Instrument Stock Range screen (FI06), the range of FIs entered on this screen is entered each time actual FI issuance will occur. Each user in the clinic who will print FIs must set their own individual printing ranges.
Details
There are certain occasions when the "FI Range" pop-up window with the message "Enter Begin and End Range of FI Stock in Printer" will be displayed. This box will be displayed on the Produce Food Instruments screen (FI01) and the Void/Re-Issue Food Instrument screen (FI03).
The Cornerstone system will automatically display the pop-up window under any of the following situations:
- When printing FIs for the first time since signing on to the Cornerstone system, to indicate the beginning and ending sequence numbers that will be used in FI production by the user.
- When the entire range of FI stock is used and new stock must be loaded into the printer in order to continue printing that has already begun.
Step by Step Instructions
- Press F6 Edit to edit.
- In the "Begin" field, type the sequence number of the first FI to be loaded into the printer.
- Press Enter to move to the "End" field. Type the sequence number of the last FI to be loaded into the printer.
- Press F4 to save. A message "Record edited" will be displayed in the top right corner of the screen.
- The available fast path keys are F9 to the Produce Food Instruments screen (FI01) or F10 to the Food Instrument Stock Range screen (FI06).
Screen Layout
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Begin |
8 |
Numeric |
The number of the first WIC FI or food coupon loaded into the printer. |
| End |
8 |
Numeric |
The number of the last WIC FI or food coupon loaded into the printer. |
8.8 WIC MEDICALLY PRESCRIBED Formula (FI08)
Overview
- Used to view all food packages assigned to a participant via the 7.2 WIC Assessment (AS02) screen.
- Used to enter additional information about medically prescribed formula food packages.
Details
The WIC Medically Prescribed Formula screen (FI08) displays all food packages assigned to the participant via the WIC Assessment screen (AS02), and users are able to use the F6-Edit function to enter additional information about the medically prescribed formula (only) packages. The additional information includes the Reason the medically prescribed formula was assigned and the participant's Next Doctors Appointment, if available.
Step by Step Instructions
- Press F6 Edit to edit. The cursor will be in the "Reason" field of the first medically prescribed formula food package.
NOTE: All of the food packages assigned on the WIC Assessment screen (AS02) will be displayed, but only the medically prescribed formula packages are available for editing.
- Type in the correct code or use F1 Help to select the appropriate reason why medically prescribed formula was assigned. (Please refer to Chapter 2 "System Environment" under "2.4.2.1 Function Keys" for more information about this key.)
NOTE: If the specific reason the formula was prescribed is not found on the F1-Help list, use "OTHR" - "Other - See CM04" and then record the correct reason in Case Notes (CM04).
- Press Enter to move to the "Next Dr. Appt" field. Enter the date of the participant's next doctor's appointment, if known.
- Press Enter, if necessary, to move to the next editable "Reason" field.
- Repeat steps 2 through 4 until all information is recorded for all of the medically prescribed formula packages.
- Press F4 to save. A message "Record edited" will be displayed in the top right corner of the screen.
- The available fast path key is F10 to the 7.2 WIC Assessment (AS02) screen.
Screen Layout
Field Definitions
| Field Name |
Length |
Field Type |
Definition |
| Month |
5 |
Alpha |
Month of food package prescription. (For display only). |
| Food Pkg |
3 |
Code |
WIC food package number. (For display only). |
| Reason |
4 |
Code |
Reason the medically prescribed formula food package was assigned. |
| Next Dr. Appt |
8 |
Date |
Date of the participant's next doctor's appointment. |
8.9 Food Instrument Procedures
8.9.1 Food Instruments Only (WFIO)
Please refer to the "Cornerstone WIC Screen Flow - FI Issuance Only - All Categories (WIC9)" displayed in Appendix A.
Following is information about issuing food instruments (FIs) for participants in the WIC program who are transfer participants or who have missed an appointment or an education session.
This procedure is used to print FIs at a visit that has not included any other type of service, such as a group session, individual education, or follow-up visit.
Please note that WIC participants who are scheduled for certification, follow-up, or education need not be scheduled for FI pick-up. It is required that FIs be issued at certification and assumed that FIs will be issued at follow-up or education sessions.
Sequence of Screens
A local participant search must be done to bring the participant up in the Cornerstone system. A search can be completed on the Participant Profile screen (PA02), the Inquire by Participant Name/SSN screen (PA20), or any screen with a Participant Standard Processing Block/Participant Browse.
Please refer to Chapter 3 "Participant Screens" under "3.2 Participant Profile (PA02)," "3.12 Inquire by Participant Name/SSN (PA20)" OR Chapter 2 "System Environment" under "2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse" for more information.
SV01 Service Entry
NOTE: Completion of this screen establishes the screen flow for WIC program participants. The F11 fast path key will be shown at the top of each screen and will take the user through the screen flow.
Please refer to Chapter 4 "Service/Activity Screens" under "4.1 Service Entry (SV01)" for more information, taking note of the following information:
- For step 4: For this service, type or select "WFIO" (WIC Food Instrument Only).
SC03 Class Schedule (for Group Education)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.3 Class Schedule (SC03)" for more information.
SC02 Schedule Appointment (for Certification, Follow-up, or Individual Education)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.2 Schedule Appointment (SC02)" for more information.
FI01 Produce Food Instruments
Please refer to "8.1 Produce Food Instruments (FI01)" in this chapter for more information.
RF01 Service Provider Selection (as needed)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.7 Service Provider Selection (RF01)" for more information.
8.9.2 Missed Food Instrument Pick-up (WMFI)
Please refer to the "Cornerstone WIC Screen Flow - Missed FI Issuance - All Categories (WIC11)" displayed in Appendix A.
The following is information about reinstating a participant in the WIC program (i.e., changing the program status to "A" (active)) who has been automatically terminated due to missing two consecutive months of food instrument (FI) pick-up. This procedure should not be used to reinstate an infant certified with preliminary data, who has been terminated for not keeping the six-week WKIP appointment, or to reinstate participants who voluntarily withdraw.
NOTE: This procedure is only possible if it is prior to the scheduled termination date, i.e. the participant's certification period is still valid. If the scheduled termination date has past, the participant must be re-evaluated (re-certified) before food instruments can be issued.
After the participant has been reinstated the user should add the appropriate service code on the Service Entry screen (SV01) to document education, if provided.
Sequence of Screens
A local participant search must be done to bring the participant up in the Cornerstone system. A search can be completed on the Participant Profile screen (PA02), the Inquire by Participant Name/SSN screen (PA20), or any screen with a Participant Standard Processing Block/Participant Browse.
Please refer to Chapter 3 "Participant Screens" under "3.2 Participant Profile (PA02)," "3.20 Inquire by Participant Name/SSN (PA20)" OR Chapter 2 "System Environment" under "2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse" for more information.
Before entering the "WMFI" service code on the Service Entry screen (SV01), go to the Program Information screen (PA15) and verify the following information.
PA15 Program Information
- Verify the information in the Participant Standard Processing Block (PSPB) as that of the participant currently being processed. (For further information about the PSPB please refer to Chapter 2 "System Environment" under "2.5.1.1 Participant Standard Processing Block (PSPB)/Participant Browse.")
- Verify the participant's information and check that the status is "T" (terminated). The auto-termination reason should be listed as "15" (two months no FI pick-up). DO NOT ADD A NEW PROGRAM RECORD. Following completion of the "WMFI" service, the status of the participant will be changed automatically to active.
SV01 Service Entry
NOTE: Completion of this screen establishes the screen flow for WIC program participants. The F11 fast path key will be shown at the top of each screen and will take the user through the screen flow.
Please refer to Chapter 4 "Service/Activity Screens" under "4.1 Service Entry (SV01)" for more information, taking note of the following information:
- For step 4: For this service, type or select "WMFI" (WIC Missed Food Instrument Pick-up).
AS02 WIC Assessment
Upon entering this screen, a message "Do you wish to reinstate this participant to active status?" will be displayed. Type "Y" for Yes. This is all that is required on the WIC Assessment screen (AS02) for this type of service. The participant's status is changed from "T" (terminated) to "A" (active) on the Program Information screen (PA15).
SC03 Class Schedule (for Group Education)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.3 Class Schedule (SC03)" for more information.
SC02 Schedule Appointment (for Certification, Follow-up, or Individual Education)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.2 Schedule Appointment (SC02)" for more information.
FI01 Produce Food Instruments
Please refer "8.1 Produce Food Instruments (FI01)" in this chapter for more information.
CM04 Case Notes (optional at any time)
The WIC SAP note format should be utilized. Please refer to Chapter 14 "WIC in Cornerstone" under "14.1.2 WIC Documentation" for more information on WIC SAP notes.
Please refer to Chapter 6 "Case Management Screens" under "6.4 Case Notes (CM04)" for more information.
RF01 Service Provider Selection (as needed)
Please refer to Chapter 5 "Scheduling and Referral Screens" under "5.7 Service Provider Selection (RF01)" for more information.
8.9.3 Food Instrument Problem Guide
Please refer to "Appendix E "Food Instrument Problem Guide."
