Report Overview
•••
This report is specific to Crow Wing and their
Local Use Codes for Local Use Question #1.
This report has six tabs. Tab 1 - Yes and Tab 4
– No or Unknown provide a list and count of
participants with appointments scheduled on
a specified date at a specified clinic who have
either Yes or No/Unknown selected for Local
Use Question #1. Tab 2 – Count-Yes and Tab 5
– Count-No or Unknown provide a count of
participants by appointment type for that
date. Tab 3 – Labels-Yes and Tab 6 – Labels-No
or Unknown can be used to create labels by
household that are addressed to the
authorized representative.
Tabs 1 and 4: List and count of participants
Crow Wing Local
Use Question #1Daily Appointments
Infoview Report Template Guidance –
AGENCY-SPECIFIC (Crow Wing)
Notes
*This report provides private information. Please refer to
the MN WIC Data Privacy Policy (Ref: MOM, Section 1.7).
*The Agency ID and Clinic ID are based on the agency and
clinic where the appointment is scheduled.
*The WIC Type is based on the participant’s current WIC
type.
with appointments by appointment time.
*The Language is based on the language selected in the
Tabs 2 and 5 – Count: Count of participants
Language1 field in the Demographics AddintialInfo2 tab.
by appointment type and resource.
*Tabs 3 and 6 - Labels can be used to create address labels
Tabs 3 and 6 – Labels: List by Household
using the Mail Merge functionality in Microsoft Word. To
IDs, authorized representative’s name, and
do so, the other tabs in the report must first be deleted from
addresses.
the report so that only the desired tab remains (Labels). A
document, Creating Labels, is available on the MDH WIC
website and provides step-by-step instructions for using the Mail Merge function to create labels.
Tab 1 – Yes and Tab 4 – No or Unknown
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MN Department of Health WIC Program
Crow Wing Local Use Question #1- Daily Appointments
•••
Tab 2 – Count-Yes and Tab 5 – Count-No or Unknown
Tab 3 – Labels-Yes and Tab 6 – Labels-No or Uknown
Prompt(s)
TABLE
FIELD
OPERATOR
VALUE
PROMPT/DEFINITION
Enter 3-digit Clinic ID.
APPOINTMENT
Servicesiteid
Equal to
###
APPOINTMENT
Appointmentdate
Equal to
mm/dd/yy
The clinic where the appointments
are scheduled.
Enter Appointment Date.
The date during which the
appointments are scheduled.
Static Criteria
Appts - Yes Query
MEMBER.Agencyid Equal to 151
Explanation: Select participants that currently belong to Agency 151 (Crow Wing)
MEMBEROTHINFO.Localvalueid1 In List 1950;1953;1956;1959;1962
Explanation: Include records where Yes has been selected for Local Use Question #1
REFERENCEDICTIONARY.Category Equal to LANGUAGE
Explanation: The REFERENCEDICTIONARY.Category identifies the correct descriptions since the Externalid is not
unique in the REFERENCEDICTIONARY table
REFERENCEDICTIONARY.Externalid Equal to Language1
Explanation: The Language1 is stored as a code in the HOUSEHOLD table, which is referenced in the
REFERENCEDICTIONARY.Description field. In order to display the language, the Externalid must be linked to the
Language1 in the HOUSEHOLD table
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Crow Wing Local Use Question #1- Daily Appointments
•••
Appts - No or Unknown Query
MEMBER.Agencyid Equal to 151
Explanation: Select participants that currently belong to Agency 151 (Crow Wing)
MEMBEROTHINFO.Localvalueid1 In List 1951;1952;1954;1955;1957;1958;1960;1961;1963;1964
Explanation: Include records where No or Unknown has been selected for Local Use Question #1
REFERENCEDICTIONARY.Category Equal to LANGUAGE
Explanation: The REFERENCEDICTIONARY.Category identifies the correct descriptions since the Externalid is not
unique in the REFERENCEDICTIONARY table
REFERENCEDICTIONARY.Externalid Equal to Language1
Explanation: The Language1 is stored as a code in the HOUSEHOLD table, which is referenced in the
REFERENCEDICTIONARY.Description field. In order to display the language, the Externalid must be linked to the
Language1 in the HOUSEHOLD table
Local Use Query (Reference Only)
LOCALUSECODE.Agencyid Equal to 151
Explanation: Identify the Descriptions and Valueids for Agency 151
Tab 1 – Yes and Tab 4 – No or Unknown
Columns (first row)
•
•
•
•
•
•
•
•
•
Appt Time (APPOINTMENT.Appointmenttime)  See VARIABLES
State WIC ID (APPOINTMENT.Statewicid)
First Name (MEMBER.Firstname)
Last Name (MEMBER.Lastname)
Telephone (HOUSEHOLD.Telephone1)  See FORMULAS
Comment (HOUSEHOLD.Comment1)
Appt Type (APPOINTMENTTYPE.Description)
Interpreter Needed (HOUSEHOLD.Interpreterneeded)
Currently High Risk (MEMBER.Highrisk)
Columns (second row)
•
•
•
•
•
•
Household ID (APPOINTMENT.Householdid)
DOB (MEMBER.Dateofbirth)
WIC Type (MEMBER.Wicstatus)
Authorized Rep’s Name  See FORMULAS
Resource (APPOINTMENTRESOURCE.Name)
Language 1 (HOUSEHOLD.Language1)  See FORMULAS
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Crow Wing Local Use Question #1- Daily Appointments
•••
Sorted by
Appt Time (Ascending)  See NOTES
Counts
State WIC ID (Distinct)
Tab 2 – Count-Yes and Tab 5 – Count-No or Unknown
Columns
Resource
Rows
Appointment Types
Counts
State WIC IDs (Distinct)
Tab 3 – Labels-Yes and Tab 6 – Labels-No or Unknown
Columns (first row)
•
•
•
•
•
•
•
Householdid (APPOINTMENT.Householdid)
Authrepfirstname (HOUSEHOLD.Authrepfirstname)
Authreplastname (HOUSEHOLD.Authreplastname)
Mailaddress (HOUSEHOLD.Mailaddress)
Mailcity (HOUSEHOLD.Mailcity)
Mailstate (HOUSEHOLD.Mailstate)
Mailzip (HOUSEHOLD.Mailzip)  See FORMULAS
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Crow Wing Local Use Question #1- Daily Appointments
•••
Technical Notes
Notes
The join from the AGENCY table was changed from MEMBER.Agencyid to APPOINTMENT.Agencyid since this is the
agency the report outputs are based on.
The joins to the LOCALSURVEYCAPTION and LOCALSURVEYANSWER tables were removed and the
LOCALUSECODE table joined directly to the MEMBEROTHINFO table using the Valueid and Localvalueid1, respectively.
The Appointmenttime is recorded in the database as military time. Two variables (ApptTime_Yes and ApptTime_No)
were created to change the time to standard time. Once the variables were created and added as a column, a value of
“1/1/70” displays. To change this to the correct display, the number was formatted as time (right-click on column values,
select Format Number, select Date/Time from the Format type list, and select 8:45 PM from the Properties list).
Variables
[ApptTime_Yes] =ToDate(FormatDate(ToDate([Appts - Yes].[Appointmenttime];"HHmm");"hh:mm a");"hh:mm a")
[ApptTime_No] =ToDate(FormatDate(ToDate([Appts - No or Unknown].[Appointmenttime];"HHmm");"hh:mm
a");"hh:mm a")
Formulas
Tabs 1 - 6
Agency (report headers) =[Dbo Agency].[Name] + " (" + [Agencyid] + ")"
Clinic (report headers) ="CLINIC " + [Servicesiteid]
Appointment Date (report headers) ="Report Date: " + FormatDate(ToDate(UserResponse("Enter Appointment
Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")
Tab 1 - Yes
Telephone =If IsNull([Appts - Yes].[Telephone1]) Then " " Else If [Appts - Yes].[Telephone1] = "" Then " " Else "("+
Left([Appts - Yes].[Telephone1];3)+") "+Substr([Appts - Yes].[Telephone1];4;3)+"-"+Right([Appts - Yes].[Telephone1];4)
Authorized Rep’s Name (column) =[Appts - Yes].[Authrepfirstname] + " " + [Appts - Yes].[Authreplastname]
Tab 1 - Yes
Telephone =If IsNull([Appts - Yes].[Telephone1]) Then " " Else If [Appts - Yes].[Telephone1] = "" Then " " Else "("+
Left([Appts - Yes].[Telephone1];3)+") "+Substr([Appts - Yes].[Telephone1];4;3)+"-"+Right([Appts - Yes].[Telephone1];4)
Authorized Rep’s Name (column) =[Appts - Yes].[Authrepfirstname] + " " + [Appts - Yes].[Authreplastname]
Tab 3 – Labels-Yes
Mailzip (column) =Left([Appts – Yes].[Mailzip];5)
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Crow Wing Local Use Question #1- Daily Appointments
•••
Tab 6 – Labels-No or Unknown
Mailzip (column) =Left([Appts – Yes].[Mailzip];5)
SQL (changes are highlighted)
Appts – Yes Query
SELECT
dbo.AGENCY.NAME,
dbo.APPOINTMENT.APPOINTMENTDATE,
dbo.APPOINTMENT.APPOINTMENTTIME,
dbo.APPOINTMENT.APPOINTMENTTYPEID,
dbo.APPOINTMENT.APPOINTMENTRESOURCEID,
dbo.APPOINTMENT.STATEWICID,
dbo.APPOINTMENT.AGENCYID,
dbo.APPOINTMENT.SERVICESITEID,
dbo.APPOINTMENT.HOUSEHOLDID,
dbo.APPOINTMENTTYPE.DESCRIPTION,
dbo.HOUSEHOLD.INTERPRETERNEEDED,
dbo.HOUSEHOLD.LANGUAGE1,
dbo.APPOINTMENTRESOURCE.NAME,
dbo.HOUSEHOLD.MAILADDRESS,
dbo.HOUSEHOLD.MAILCITY,
dbo.HOUSEHOLD.MAILSTATE,
dbo.HOUSEHOLD.MAILZIP,
dbo.HOUSEHOLD.TELEPHONE1,
dbo.HOUSEHOLD.COMMENT1,
dbo.HOUSEHOLD.AUTHREPLASTNAME,
dbo.HOUSEHOLD.AUTHREPFIRSTNAME,
dbo.MEMBER.FIRSTNAME,
dbo.MEMBER.LASTNAME,
dbo.MEMBER.DATEOFBIRTH,
dbo.MEMBER.WICSTATUS,
dbo.MEMBER.HIGHRISK,
dbo.MEMBEROTHINFO.LOCALVALUEID1,
dbo.LOCALUSECODE.DESCRIPTION,
dbo.REFERENCEDICTIONARY.DESCRIPTION
FROM
dbo.REFERENCEDICTIONARY,
dbo.HOUSEHOLD INNER JOIN dbo.MEMBER ON (dbo.MEMBER.HOUSEHOLDID=dbo.HOUSEHOLD.HOUSEHOLDID)
INNER JOIN dbo.MEMBEROTHINFO ON (dbo.MEMBER.STATEWICID=dbo.MEMBEROTHINFO.STATEWICID)
INNER JOIN dbo.LOCALUSECODE ON (dbo.MEMBEROTHINFO.LOCALVALUEID1=dbo.LOCALUSECODE.VALUEID)
INNER JOIN dbo.APPOINTMENT ON (dbo.APPOINTMENT.STATEWICID=dbo.MEMBER.STATEWICID)
INNER JOIN dbo.APPOINTMENTRESOURCE ON
(dbo.APPOINTMENT.APPOINTMENTRESOURCEID=dbo.APPOINTMENTRESOURCE.APPOINTMENTRESOURCEID) INNER
JOIN dbo.APPOINTMENTTYPE ON
(dbo.APPOINTMENT.APPOINTMENTTYPEID=dbo.APPOINTMENTTYPE.APPOINTMENTTYPEID) INNER JOIN dbo.AGENCY
ON (dbo.AGENCY.AGENCYID=dbo.APPOINTMENT.AGENCYID)
WHERE
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Crow Wing Local Use Question #1- Daily Appointments
•••
(
dbo.APPOINTMENT.AGENCYID = '151'
AND
dbo.APPOINTMENT.SERVICESITEID = @prompt('Enter 3-digit Clinic ID:','A','Dbo
Appointment\Servicesiteid',Mono,Free,Persistent,,User:0)
AND
dbo.APPOINTMENT.APPOINTMENTDATE = @prompt('Enter Appointment Date:','D','Dbo
Appointment\Appointmentdate',Mono,Free,Persistent,,User:1)
AND
dbo.MEMBEROTHINFO.LOCALVALUEID1 IN ( 1950, 1953, 1956, 1959, 1962 )
AND
(
dbo.REFERENCEDICTIONARY.CATEGORY = 'LANGUAGE'
AND
dbo.REFERENCEDICTIONARY.EXTERNALID = dbo.HOUSEHOLD.LANGUAGE1
)
)
Appts – No or Unknown Query
SELECT
dbo.AGENCY.NAME,
dbo.APPOINTMENT.APPOINTMENTDATE,
dbo.APPOINTMENT.APPOINTMENTTIME,
dbo.APPOINTMENT.APPOINTMENTTYPEID,
dbo.APPOINTMENT.APPOINTMENTRESOURCEID,
dbo.APPOINTMENT.STATEWICID,
dbo.APPOINTMENT.AGENCYID,
dbo.APPOINTMENT.SERVICESITEID,
dbo.APPOINTMENT.HOUSEHOLDID,
dbo.APPOINTMENTTYPE.DESCRIPTION,
dbo.HOUSEHOLD.INTERPRETERNEEDED,
dbo.HOUSEHOLD.LANGUAGE1,
dbo.APPOINTMENTRESOURCE.NAME,
dbo.HOUSEHOLD.MAILADDRESS,
dbo.HOUSEHOLD.MAILCITY,
dbo.HOUSEHOLD.MAILSTATE,
dbo.HOUSEHOLD.MAILZIP,
dbo.HOUSEHOLD.TELEPHONE1,
dbo.HOUSEHOLD.COMMENT1,
dbo.HOUSEHOLD.AUTHREPLASTNAME,
dbo.HOUSEHOLD.AUTHREPFIRSTNAME,
dbo.MEMBER.FIRSTNAME,
dbo.MEMBER.LASTNAME,
dbo.MEMBER.DATEOFBIRTH,
dbo.MEMBER.WICSTATUS,
dbo.MEMBER.HIGHRISK,
dbo.MEMBEROTHINFO.LOCALVALUEID1,
dbo.LOCALUSECODE.DESCRIPTION,
dbo.REFERENCEDICTIONARY.DESCRIPTION
FROM
dbo.REFERENCEDICTIONARY,
dbo.HOUSEHOLD INNER JOIN dbo.MEMBER ON (dbo.MEMBER.HOUSEHOLDID=dbo.HOUSEHOLD.HOUSEHOLDID)
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Crow Wing Local Use Question #1- Daily Appointments
•••
INNER JOIN dbo.MEMBEROTHINFO ON (dbo.MEMBER.STATEWICID=dbo.MEMBEROTHINFO.STATEWICID)
INNER JOIN dbo.LOCALUSECODE ON (dbo.MEMBEROTHINFO.LOCALVALUEID1=dbo.LOCALUSECODE.VALUEID)
INNER JOIN dbo.APPOINTMENT ON (dbo.APPOINTMENT.STATEWICID=dbo.MEMBER.STATEWICID)
INNER JOIN dbo.APPOINTMENTRESOURCE ON
(dbo.APPOINTMENT.APPOINTMENTRESOURCEID=dbo.APPOINTMENTRESOURCE.APPOINTMENTRESOURCEID) INNER
JOIN dbo.APPOINTMENTTYPE ON
(dbo.APPOINTMENT.APPOINTMENTTYPEID=dbo.APPOINTMENTTYPE.APPOINTMENTTYPEID) INNER JOIN dbo.AGENCY
ON (dbo.AGENCY.AGENCYID=dbo.APPOINTMENT.AGENCYID)
WHERE
(
dbo.APPOINTMENT.AGENCYID = '151'
AND
dbo.APPOINTMENT.SERVICESITEID = @prompt('Enter 3-digit Clinic ID:','A','Dbo
Appointment\Servicesiteid',Mono,Free,Persistent,,User:0)
AND
dbo.APPOINTMENT.APPOINTMENTDATE = @prompt('Enter Appointment Date:','D','Dbo
Appointment\Appointmentdate',Mono,Free,Persistent,,User:1)
AND
dbo.MEMBEROTHINFO.LOCALVALUEID1 IN ( 1951, 1952, 1954, 1955, 1957, 1958, 1960, 1961, 1963, 1964 )
AND
(
dbo.REFERENCEDICTIONARY.CATEGORY = 'LANGUAGE'
AND
dbo.REFERENCEDICTIONARY.EXTERNALID = dbo.HOUSEHOLD.LANGUAGE1
)
)
Local Use Query (Reference Only)
SELECT
dbo.LOCALUSECODE.DESCRIPTION,
dbo.LOCALUSECODE.VALUEID
FROM
dbo.LOCALUSECODE
WHERE
dbo.LOCALUSECODE.AGENCYID = '151'
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