Report Overview
•••
A list of participants with an appointment scheduled at the
specified agency and clinic on a specified date. Also
provides a count of appointments types by resource and a
total count of appointments scheduled.
Tab 1 – Appointments: List and count of participants with
appointments by appointment time.
Tab 2 – Count: Count of participants by appointment type
and resource.
Daily
Appointments
Infoview Report Template Guidance
– APPOINTMENTS
Notes
*This report provides private information.
Please refer to the MN WIC Data Privacy
Policy (Ref: MOM, Section 1.7).
Tab 3 – Labels: List by Household IDs, authorized
representative’s name, and addresses.
*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.
*The Language is based on the language selected in the Language1 field in the Demographics AddintialInfo2 tab.
*Tab 3 - Labels can be used to create address labels using the Mail Merge functionality in Microsoft Word.
To do so, the other tabs in the report must first be deleted from 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 – Appointments
Tab 2 – Count
1|Page
MN Department of Health WIC Program
Daily Appointments
•••
Tab 3 – Labels
Prompt(s)
TABLE
APPOINTMENT
FIELD
Agencyid
OPERATOR
Equal to
VALUE
###
PROMPT/DEFINITION
Enter 3-digit Agency ID.
The agency where the
appointments are scheduled.
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
Appointments Query
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
Tab 1 – Appointments
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)
2|Page
Daily Appointments
•••
•
•
•
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 (REFERENCEDICTIONARY.Description)
Sorted by
Appt Time (Ascending)  See NOTES
Counts
State WIC ID (Distinct)
Tab 2 – Count
Columns
Resource
Rows
Appointment Types
Counts
State WIC IDs (Distinct)
Tab 3 – Labels
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
3|Page
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 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] =ToDate(FormatDate(ToDate([Appointmenttime];"HHmm");"hh:mm a");"hh:mm a")
Formulas
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")
Telephone =If IsNull([Telephone1]) Then " " Else If [Telephone1] = "" Then " " Else "("+ Left([Telephone1];3)+")
"+Substr([Telephone1];4;3)+"-"+Right([Telephone1];4)
Authorized Rep’s Name (Appointments tab column) =[Authrepfirstname] + " " + [Authreplastname
Mailzip (Labels tab column) =Left([Mailzip];5)
SQL (changes are highlighted)
Appointments 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,
4|Page
Daily Appointments
•••
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.REFERENCEDICTIONARY.DESCRIPTION
FROM
dbo.REFERENCEDICTIONARY,
dbo.HOUSEHOLD INNER JOIN dbo.MEMBER ON (dbo.MEMBER.HOUSEHOLDID=dbo.HOUSEHOLD.HOUSEHOLDID)
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 = @prompt('Enter 3-digit Agency ID:','A','Dbo
Appointment\Agencyid',Mono,Free,Persistent,,User:0)
AND
dbo.APPOINTMENT.SERVICESITEID = @prompt('Enter 3-digit Clinic ID:','A','Dbo
Appointment\Servicesiteid',Mono,Free,Persistent,,User:1)
AND
dbo.APPOINTMENT.APPOINTMENTDATE = @prompt('Enter Appointment Date:','D','Dbo
Appointment\Appointmentdate',Mono,Free,Persistent,,User:2)
AND
(
dbo.REFERENCEDICTIONARY.CATEGORY = 'LANGUAGE'
AND
dbo.REFERENCEDICTIONARY.EXTERNALID = dbo.HOUSEHOLD.LANGUAGE1
)
)
5|Page