TWIST Resources

Remote TWIST Training

Remote TWIST Training is an introduction to our current data system, TWIST. It is intended to assist new users learn to navigate the system and understand how it relates to their work in a WIC clinic. Class size is limited to 8 people. Registration closes 2 weeks before the class start date to allow time for the pre-requisites to be met.

To register for this training we ask learners:

Have an active P-number - if staff have a P-number but are new to WIC, the P-number must be configured for WIC before registering.
Have Citrix and Familynet Practice (the TWIST practice site) installed on their computer
Shadow someone using TWIST in their role for 1-2 weeks.

Please note: To ensure a good experience for everyone, staff who register who do not have the above requirements will be asked to reschedule.

Registration for Remote TWIST Training is available in Workday Learning.

Here are some tips for a successful experience:

Complete the first lesson right away. This activity is how to know where to send materials.
Add it to your calendar:

Download the calendar appointment from the course screen in Workday. The Zoom link is included.
Save the Zoom link and password from Lesson 3.

Test your equipment before class.
We recommend access to two screens for the class:

Screen 1: TWIST training database
Screen 2: Zoom meeting

Dates for Remote TWIST Training

Training begins at 8:00a.m. Please sign in early.

January 14-15, 2025
February 11-12, 2025
March 25-26, 2025
May 13-14, 2025

Registration for Remote TWIST Training is available in Workday Learning.

Remote TWIST Training Documents

Documents used in the Remote TWIST Training are available in Workday Learning. A printed copy of this workbook is available in Shopify.

Remote TWIST Training Workbook and Resources (192 pages)

Activities in the Remote TWIST Training Workbook include:

Log into TWIST in the Familynet application through Citrix
Navigate the basic screens used in TWIST
Follow the steps to create appointments for participants
Find a participant in the TWIST database
Follow the steps to assign a food package
Follow the steps to enroll a participant (pregnant, postpartum, and breastfeeding mothers; infants and children)
Follow the steps to issue an eWIC card
Enter or update relevant demographic data for a participant

Multi-Factor Authentication Resources

TWIST User Release Notes

Below are announcements about changes released in the TWIST system:

TWIST Job Aids

Missing Ht/Wt/HBG Measurement Report

TWIST User Manual

The TWIST Manual provides step by step instructions for typical functions in TWIST. Here is what you can find in the manual:

Step-by-step instructions for the common actions done in TWIST.
Job Aids and videos that summarize key information and can be used as quick quides for activities in TWIST.
The Manual chapters are listed in links below the Introduction.
The entire TWIST User Manual (625 pages) can be viewed here.

Use the How to Use This Manual link to create your training plan.

Introduction
	How to Use This Manual Table of Contents
Chapter 1 - TWIST Overview
Section 1	Intro to TWIST and TWIST Security
Section 1	100	Intro to TWIST and TWIST Security
Section 2	TWIST Basics		Job Aids: Keyboard Shortcuts and TWIST Icons
	200	Screen and Data Entry
	201	Fast Paths
Section 3	Equipment		Job Aids TWIST Equipment and Application Support
Section 3	300	Equipment	Job Aids TWIST Equipment and Application Support
Section 4	Help
Section 4	400	Help
Chapter 2 - Client Demographics
Section 1	Client Search and Demographics
Section 1	100	Client Search and Demographics
Chapter 3 - Client Processes
Section 1	Intake/Enrollment		Job Aids: Income Guidelines
	100	Applicant Prescreening
	101	Deleted
	102	Enrollment
	103	Breastfeeding Peer Counselor Assignment
Section 2	General
Section 2	200	Certification Overview
Section 3	Assessment		Job Aids: Risk Criteria Assignment Growth Charts
	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
Section 4	First Nutrition Education Contact		Job Aids: Next Steps Referral Statuses
	400	Deleted
	401	Interventions
	402	Nutrition Education Provided
	403	Next Steps
	404	Referrals
	405	Progress notes
Section 5	Food Packages		Job Aids: Food Package Assignment Screen Codes Food Package and Templates Codes Standard Food Packages Food Packages for Women Who are Breastfeeding and Pregnant Food Package for Fully Breastfeeding Twins Modifying Food Packages Milk, Cheese, Yogurt, Tofu Templates VIDEO: How to Change an Infant to Child Foods VIDEO: How to Change Food Package with Spent Benefits VIDEO: How to Change Food Package with NO Spent Benefits
	500	Assigning and Forecasting Food Packages
	501	Modifying Food Packages
	502	Change Package Mid-Certification
	503	Special formula and Med Doc
	504	Formula Replacement (FR) and Formula Exchange (FX)
	505	Formula Warehouse
Section 6	Certification Variables		Job Aids: Completing the Certification Data Entry Document
	600	Breastfeeding Tracking
	601	Deleted
	602	Certification Data Entry Document
Section 7	Recertification
Section 7	700	Recertification
Section 8	Other Client Processes		Job Aids: Transaction Types One-Year Certifications and Mid-Certification Health Assessment Choosing Appropriate Transaction Types Woman Child VIDEO: How to Change a Pregnant Woman to Breastfeeding Before Recertification VIDEO: Which Transaction Type for a Returning Woman with a New Pregnancy VIDEO:Which Transaction Type to Use to Recertify a Terminated Child Using the Immunization Status function Termination Reasons and Benefits
	800	Transaction Types
	801	Reactivate and Reinstate
	803	Updating Client Information Mid-Certification
	804	Transfers
	805	Terminations / Ineligible
	806	Category Change
	807	Immunization Status Button
	808	Changing WIC ID Numbers - Foster Families, Custody Changes
Section 9	Second Nutrition Education Contact		Job Aids: Missed Nutrition Education Appointment and Nutrition Education Refusal
	900	Individual Follow-Ups
	901	Documenting Non-WIC Nutrition Education
	902	Nutrition Education Refusal
	903	WICHealth.org - Online Nutrition Education
Section 10	Farm Direct Nutrition Program (Farmers' Market)		Job Aids: Farm Direct Check Issuance
Section 10	1000	Farmers' Market Coupon Issuance	Job Aids: Farm Direct Check Issuance
Section 11	Family Summary Screen		Job Aids: Appointment Types Family Summary Screens Considerations for Scheduling and Benefit Issuance Helping Families Use the Benefits List Compare First and Second Cardholders
	1100	Family Summary Screen
	1101	Benefits List
	1103	Family Cardholder Screen
Chapter 4 - Appointment Scheduler
Section 1	Scheduler Basics		Job Aids: Appointment Types
Section 1	100	Introduction to Appointment Scheduler	Job Aids: Appointment Types
Section 2	Staff Schedules		Job Aids: Schedule Conflict Codes
	200	Template Maintenance
	201	Template Scheduling Options
	202	Daily Clinic Schedule
Section 3	Automatic Scheduler		Job Aids: Appointment Scheduler Reports Overview Scheduling Clients with Language Needs
	300	Automatic Scheduler
	301	Appointment Requests
	302	Coordinating Family Appointments
Section 4	Scheduling Appointments		Job Aids: 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
	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
Section 5	Rescheduling
	500	Mass Rescheduling
	501	Rescheduling an Appointment
	502	Cancel an Appointment
Section 6	Documenting Appointment Attendance
Section 6	600	Documenting Appointment Attendance
Section 7	Correspondence
Section 7	700	Printing Appointment Notices
Section 8	Wait List
Section 8	800	Wait List
Section 9	ANSWR Basics
	900	Appointment Scheduler - ANSWR Extract Settings
	901	ANSWR Daily Reports
CHAPTER 5 - was: FOOD INSTRUMENTS (deleted)

Chapter 6 - System Administration
Section 1	User Maintenance
Section 1	100	Maintain User ID and Passwords
Section 2	Deleted
Section 3	Satellite Clinics		Job Aids: Internet Connection on Laptops at Satellite Clinics
Section 3	301	Satellite Clinics
Section 4	End of Day		Job Aids: Order of Processes Occurring in TWIST
Section 4	400	End of Day	Job Aids: Order of Processes Occurring in TWIST
Section 5	Deleted
Section 6	TWIST Practice Database
Section 6	600	TWIST Practice Database
Chapter 7 - Reports
Section 1	Reports		Job Aids: Appointment Scheduler Reports Overview
Section 1	100	Standard and QA Reports	Job Aids: Appointment Scheduler Reports Overview
Chapter 8 - Operations Management
Section 1	Operations Management		Job Aids: Shopping Issues Job Aid Local Agency Roles
	100	Agency / Clinic Information
	101	Staff Information
	102	Referral / Outreach Organizations
	103	Complaints
	104	Breast Pump Inventory and Reports
Chapter 9 - Financial Management
Section 1	Deleted
Section 2	Priority Freezing
Section 2	200	Priority Freezing
Chapter 10 - Vendor Management
Section 2	Farm Direct Nutrition Program (Farmers' Market)		Job Aids: Farmers' Market Administration Stock Statuses
	200	Using the Farmers' Market Administration Screen
	201	Answering Questions
	203	Using the Coupon Maintenance Screen
Appendices
eWIC Issues and Solutions TWIST Troubleshooting Process Summary

TWIST Resources

Remote TWIST Training

Here are some tips for a successful experience:

Dates for Remote TWIST Training

Remote TWIST Training Documents

Multi-Factor Authentication Resources

TWIST User Release Notes

TWIST Job Aids

TWIST User Manual

Introduction

Chapter 1 - TWIST Overview

Chapter 2 - Client Demographics

Chapter 3 - Client Processes

Chapter 4 - Appointment Scheduler

Chapter 6 - System Administration

Chapter 7 - Reports

Chapter 8 - Operations Management

Chapter 9 - Financial Management

Chapter 10 - Vendor Management

Appendices