participants (revised 8.14.17 ) · 2019. 1. 24. · page 1 certified participants participants...

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Page 1 Certified Participants PARTICIPANTS (REVISED 8.14.17) Report Overview A list and count of participants certified at the specified agencies during the specified time periods. The output includes a list of new certifications and recertifications, and a combined list of all certifications. It also provides counts by WIC Type and Race Ethnicity or Cultural Identity. OPTIONAL input controls have been added to allow the user to filter all of the report tabs by WIC Type and/or clinics. Some Uses Include: Identity participants certified during a specified time period at a specific clinic or by specific WIC Type. Obtain a list and count of new participants. Obtain a count of certifications, new certification and recertifications performed during a specified time period at specified agencies. Notes This report provides private information. Please refer to the MN WIC Data Privacy Policy (Ref: MOM, Section 1.7). Recerts – existing or returning participants: Women and Children: Based on having a Prescreen Date that is more than (>) 30 daysfrom the Cert Start Date. Infants: Based on having a Prescreen Date more than (>) 30 days from the Cert Start Date AND the Cert Start Date is within 14 days of their first birthday. New certs – participants who have never been on WIC before; brand new participants: Women and Children: Based on having a Prescreen Date that is within (<=) 30 days of the Cert Start Date.

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Page 1: PARTICIPANTS (REVISED 8.14.17 ) · 2019. 1. 24. · Page 1 Certified Participants PARTICIPANTS (REVISED 8.14.17 ) Report Overview A list and count of participants certified at the

Page 1

Certified Participants PARTICIPANTS (REVISED 8.14.17)

Report Overview A list and count of participants certified at the specified agencies during the specified time periods. The output includes a list of new certifications and recertifications, and a combined list of all certifications. It also provides counts by WIC Type and Race Ethnicity or Cultural Identity. OPTIONAL input controls have been added to allow the user to filter all of the report tabs by WIC Type and/or clinics.

Some Uses Include:

▪ Identity participants certified during a specified time period at a specific clinic or by specific WIC Type.

▪ Obtain a list and count of new participants.

▪ Obtain a count of certifications, new certification and recertifications performed during a specified time period at specified agencies.

Notes ▪ This report provides private information. Please refer to the MN WIC Data Privacy Policy

(Ref: MOM, Section 1.7).

▪ Recerts – existing or returning participants:

▪ Women and Children: Based on having a Prescreen Date that is more than (>) 30 daysfrom the Cert Start Date.

▪ Infants: Based on having a Prescreen Date more than (>) 30 days from the Cert Start Date AND the Cert Start Date is within 14 days of their first birthday.

▪ New certs – participants who have never been on WIC before; brand new participants:

▪ Women and Children: Based on having a Prescreen Date that is within (<=) 30 days of the Cert Start Date.

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▪ Infants: Based on having a Prescreen Date within (<=) 30 days of the Cert Start Date OR the Cert Start Date is more than 14 days prior to their first birthday.

▪ High Risk is based on the participant’s high risk status in the certification record. This report does not indicate high risk if the participant was determined high risk by the CPA (MEMBER record). Note: There is currently an issue (TMP-223) whereby the certification record may be incorrectly indicating a participant is high risk.

▪ The greater the time period, the more likely the All Certs and Recerts distinct count and count of all records will NOT match the counts on Tabs 1-All Certs and Tab 3-Recerts. This is due to participants having more than one certification during the time period. Some examples include: participants counted in both New Certs and Recerts, multiple records counted in Recerts but only once in All Certs, etc. The count of New Certs should match the count on Tab 2-New Certs since only one new certification can ever occur regardless of time period.

▪ If an agency collects Cultural Identity information in State Use Code #6, the selected cultural identity will display in the Race/Ethnicity or Cultural Identity column. Otherwise, the race/ethnicity displays, which is consistent with the MDH WIC annual reports.

▪ Asian NH: Participants with race/ethnicity codes of 202 (Non-Hispanic Asian) and 204 (Non-Hispanic Native Hawaiian or Other Pacific Islander);

▪ > 1 Race NH: All Non-Hispanic participants with multiple races;

▪ HISPANIC All Races: All participants with an ethnicity of Hispanic or Latino; and

▪ UNK Race: Participants without a race/ethnicity, as sometimes occurs with VOCs.

▪ This report uses two document Input controls to allow the report user to filter the report output by both WIC Type and Clinic. A brief overview of How to Use Input Controls is provided at the end of this guidance document (pages 15-16).

▪ The default input control is to run the report for all WIC Types and Clinics.

▪ Remove the checkmark from the Select All checkbox and select one or more of the WIC Types and/or Clinics listed to filter the report output.

▪ The Certifier is based on the staff ID recorded at the time the electronic CPA signature was collected. If there isn’t a signature of the certification (CPA failed to sign or VOC cert, which doesn’t require a signature) the Certifier field will be blank.

▪ The Agency and Clinic are based on where the participant was certified. This may not reflect the participant’s current agency/clinic.

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▪ The WIC Type is based on the participant’s WIC Type when certified. This may not reflect the participant’s current WIC Type.

▪ Page breaks occur with change of Agency.

▪ Tabs 1-3 and Tab 5 have been formatted to export to an 8.5 x 11 Landscape PDF; Tab 4 is formatted to export to Portrait. They can also be exported to Excel (NOTE: the margins may need to be adjusted and the headers/footers may not display).

Tab 1 – All Certs

Tab 2 – New Certs

Tab 3 – Recerts

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Tab 4 – Counts-WIC Type

Tab 5 – Counts-Race

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Prompts TABLE FIELD OPERATOR VALUE PROMPT/DEFINITIONS

CERTCONTACT Agencyid In List ### or ###:### (use semi-colon and no spaces to

separate)

Enter 3-digit Agency ID(s).

The Agency where the participant was certified.

CERTCONTACT Certstartdate Between mm/dd/yy Enter Start Date.

The first date in the time period during which participants were certified.

CERTCONTACT Certstartdate And mm/dd/yy Enter End Date

The last date in the time period during which participants were certified.

Input Controls Input #1: Document – All Tabs Definition: WIC Type at time of certifications

Type: Multi-Select Checkbox

Values: Select All; WIC Type (B, C, I, N, P)

Input #2: Document – All Tabs Definition: Clinic where certified

Type: Multi-Select Checkbox

Values: Select All; Clinic ID

Static Criteria All Certs Query (identifies participants certified during specified time period at specified agency) CERTCONTACT.Certstartdate Equal to CERTCONTACT.Certeffectivedate

Explanation: Exclude pseudo-certs

Recerts Query (identifies certified participants with a prescreen date more than 30 days from cert date) CERTCONTACT.Certstartdate Equal to CERTCONTACT.Certeffectivedate

Explanation: Exclude pseudo-certs

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(CONVERT(date, dbo.MEMBER.CREATEDTTM, 101) < dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE) AND dbo.CERTCONTACT.Certwicstatus <> ‘I’)

Explanation: include cert records where the participant is a woman or child and the Prescreen Date is more than 30 days before the Cert Start Date

OR

(dbo.CERTCONTACT.Certwicstatus = 'I' AND CONVERT(date, Dbo.MEMBER.CREATEDTTM, 101) < dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE) AND dbo.CERTCONTACT.Certstartdate >= DATEADD(day, 349, dbo.MEMBER.Dateofbirth)

Explanation: include cert records where the participant is an infant and the Prescreen Date is more than 30 days from the Cert Start Date and the Cert Start Date is within 14 days of the first birthday (see TECHNICAL NOTES)

New Certs Query (identifies certified participants with a prescreen date within 30 days of cert date) SQL (FROM): (SELECT MIN(dbo.CERTCONTACT.Certificationid) as minid, dbo.CERTCONTACT.Statewicid FROM dbo.CERTCONTACT WHERE ( dbo.CERTCONTACT.AGENCYID IN @prompt('Enter 3-digit Agency ID(s):','A','Dbo Certcontact\Agencyid',Multi,Free,Persistent,,User:0) AND dbo.CERTCONTACT.CERTSTARTDATE BETWEEN @prompt('Enter Start Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:2) AND dbo.CERTCONTACT.CERTSTARTDATE = dbo.CERTCONTACT.CERTEFFECTIVEDATE) GROUP BY dbo.CERTCONTACT.Statewicid) as Minquery INNER JOIN dbo.CERTCONTACT ON (Minquery.minid = dbo.CERTCONTACT.Certificationid)

Explanation: Identify the first certcontact record during the specified time period – necessary for long time periods

CERTCONTACT.Certstartdate Equal to CERTCONTACT.Certeffectivedate

Explanation: Exclude pseudo-certs

CONVERT(date, dbo.MEMBER.CREATEDTTM, 101) >= dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE)

Explanation: include cert records where the Prescreen date is more than 30 days from the Cert Start Date

OR

(dbo.CERTCONTACT.Certwicstatus = ‘I’ AND dbo.CERTCONTACT.Certstartdate < DATEADD(day, 349, dbo.MEMBER.Dateofbirth)

Explanation: include cert records where the participant is an infant and the Cert Start Date is more than 14 days before the infant’s first birthday

Report Columns Tab 1 – All Certs

Columns ▪ Household ID (MEMBER.Householdid) ▪ State WIC ID (CERTCONTACT.Statewicid)

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▪ First Name (MEMBER.Firstname) ▪ Last Name (MEMBER.Lastname) ▪ DOB (MEMBER.Dateofbirth) ▪ M/F (MEMBER.Gender) ▪ Prescreen Date (MEMBER.Createdttm) ▪ Cert Date (CERTCONTACT.Certstartdate) ▪ Recert or New? See FORMULAS ▪ WIC Type (CERTCONTACT.Certwicstatus) ▪ High Risk (CERTCONTACT.Highrisk) ▪ Certifier (CERTSTAFFESIGN.Createduserid) ▪ Race/Ethnicity or Cultural Identity See VARIABLES and FORMULAS ▪ Clinic ID (CERTCONTACT.Servicesiteid)

Grouped by ▪ Agency Name - Ascending

Sorted by ▪ Clinic ID – Ascending ▪ Cert Date – Ascending ▪ Household ID - Ascending

Counts ▪ Distinct Count: State WIC ID ▪ Count of All Records: State WIC ID

Tab 2 – New Certs

Columns ▪ Household ID (MEMBER.Householdid) ▪ State WIC ID (CERTCONTACT.Statewicid) ▪ First Name (MEMBER.Firstname) ▪ Last Name (MEMBER.Lastname) ▪ DOB (MEMBER.Dateofbirth) ▪ M/F (MEMBER.Gender) ▪ Prescreen Date (MEMBER.Createdttm) ▪ Cert Date (CERTCONTACT.Certstartdate) ▪ Recert or New? See FORMULAS ▪ WIC Type (CERTCONTACT.Certwicstatus) ▪ High Risk (CERTCONTACT.Highrisk) ▪ Certifier (CERTSTAFFESIGN.Createduserid) ▪ Race/Ethnicity or Cultural Identity See VARIABLES and FORMULAS ▪ Clinic ID (CERTCONTACT.Servicesiteid)

Grouped by ▪ Agency Name - Ascending

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Sorted by ▪ Clinic ID – Ascending ▪ Cert Date – Ascending ▪ Household ID - Ascending

Counts ▪ Distinct Count: State WIC ID ▪ Count of All Records: State WIC ID

Tab 3 - Recerts

Columns ▪ Household ID (MEMBER.Householdid) ▪ State WIC ID (CERTCONTACT.Statewicid) ▪ First Name (MEMBER.Firstname) ▪ Last Name (MEMBER.Lastname) ▪ DOB (MEMBER.Dateofbirth) ▪ M/F (MEMBER.Gender) ▪ Prescreen Date (MEMBER.Createdttm) ▪ Cert Date (CERTCONTACT.Certstartdate) ▪ Recert or New? See FORMULAS ▪ WIC Type (CERTCONTACT.Certwicstatus) ▪ High Risk (CERTCONTACT.Highrisk) ▪ Certifier (CERTSTAFFESIGN.Createduserid) ▪ Race/Ethnicity or Cultural Identity See VARIABLES and FORMULAS ▪ Clinic ID (CERTCONTACT.Servicesiteid)

Grouped by ▪ Agency Name - Ascending

Sorted by ▪ Clinic ID – Ascending ▪ Cert Date – Ascending ▪ Household ID - Ascending

Counts ▪ Distinct Count: State WIC ID ▪ Count of All Records: State WIC ID

Tab 4 – Counts-WIC Type

Columns ▪ WIC Type ▪ Total

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Rows ▪ Agency See FORMULAS ▪ Clinic See FORMULAS

Grouped by ▪ Agency Name - Ascending

Counts ▪ Agency x WIC Type See FORMULAS ▪ Agency x TOTAL See FORMULAS ▪ Clinic x WIC Type See FORMULAS ▪ Clinic x TOTAL See FORMULAS

Tab 5 – Counts-Race

Columns ▪ Clinic See FORMULAS ▪ Agency See FORMULAS

Rows ▪ TOTALS ▪ Race/Ethnicity or Cultural Identity See VARIABLES and FORMULAS

Grouped by ▪ Agency Name - Ascending

Counts ▪ TOTAL x Clinic See FORMULAS ▪ TOTAL x Agency See FORMULAS ▪ R/E or CI x Clinic See VARIABLES and FORMULAS ▪ R/E or CI x Agency See VARIABLES and FORMULAS

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Technical Notes Notes ▪ JOINS to the CERTSTAFFESIGN, STATEUSECODE and MEMBEROTHINFO tables are FULL OUTER JOINS to

include all records.

▪ 8.14.17 - Had to include criteria to identify infant records where the Prescreen Date was more than 30 days from the Cert Start Date but still the first certification and exclude these records from the Recert output and include in the New Certs output.

▪ 8.14.17 – Ensured criteria pulled correct records regardless of the time period for which the records were run. Numbers should match the STAFF & CLINIC PRODUCTIVITY template.

Variables [V_RaceAll] =If [All Certs].[Raceethnicity] = "201" Then "Amer Indian NH" Else If [All Certs].[Raceethnicity] InList("202";"204") Then "Asian NH" Else If [All Certs].[Raceethnicity] = "203" Then "Black/African Amer NH" Else If [All Certs].[Raceethnicity] = "205" Then "White NH" Else If [All Certs].[Raceethnicity] Between("206";"231") Then "> 1 Race NH" Else If [All Certs].[Raceethnicity] Between("101";"131") Then "HISPANIC All Races" Else If ([All Certs].[Raceethnicity] InList ("10";"20";"30";"40";"50") Or IsNull([All Certs].[Raceethnicity])) Then "UNK Race"

[V_RaceNew] =If [New Certs].[Raceethnicity] = "201" Then "Amer Indian NH" Else If [New Certs].[Raceethnicity] InList("202";"204") Then "Asian NH" Else If [New Certs].[Raceethnicity] = "203" Then "Black/African Amer NH" Else If [New Certs].[Raceethnicity] = "205" Then "White NH" Else If [New Certs].[Raceethnicity] Between("206";"231") Then "> 1 Race NH" Else If [New Certs].[Raceethnicity] Between("101";"131") Then "HISPANIC All Races" Else If ([New Certs].[Raceethnicity] InList ("10";"20";"30";"40";"50") Or IsNull([New Certs].[Raceethnicity])) Then "UNK Race"

[V_RaceRecerts] =If [Recerts].[Raceethnicity] = "201" Then "Amer Indian NH" Else If [Recerts].[Raceethnicity] InList("202";"204") Then "Asian NH" Else If [Recerts].[Raceethnicity] = "203" Then "Black/African Amer NH" Else If [Recerts].[Raceethnicity] = "205" Then "White NH" Else If [Recerts].[Raceethnicity] Between("206";"231") Then "> 1 Race NH" Else If [Recerts].[Raceethnicity] Between("101";"131") Then "HISPANIC All Races" Else If ([Recerts].[Raceethnicity] InList ("10";"20";"30";"40";"50") Or IsNull([Recerts].[Raceethnicity])) Then "UNK Race"

Formulas Tab 1 – All Certs

Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")

Run Date (report header) ="Run Date: " + CurrentDate()

Race/Ethnicity or Cultural Identity (column) =If IsNull([All Certs].[Statevalueid6]) Or [All Certs].[Statevalueid6] = 0 Then [V_RaceAll] Else [All Certs].[Description]

Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()

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Tab 2 – New Certs

Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")

Run Date (report header) ="Run Date: " + CurrentDate()

Race/Ethnicity or Cultural Identity (column) =If IsNull([New Certs].[Statevalueid6]) Or [New Certs].[Statevalueid6] = 0 Then [V_RaceNew] Else [New Certs].[Description]

Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()

Tab 3 - Recerts

Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")

Run Date (report header) ="Run Date: " + CurrentDate()

Race/Ethnicity or Cultural Identity (column) =If IsNull([Recerts].[Statevalueid6]) Or [Recerts].[Statevalueid6] = 0 Then [V_RaceRecerts] Else [Recerts].[Description]

Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()

Tab 4 – Counts-WIC Type

Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")

Run Date (report header) ="Run Date: " + CurrentDate()

Table 1 (ALL CERTS) Agency (row header) ="Agency " + [All Certs].[Agencyid]

Clinic (row header) ="Clinic " + [All Certs].[Servicesiteid]

Agency x WIC Type =Sum(Count([All Certs].[Statewicid]))

Agency x TOTAL =Sum(Count([All Certs].[Statewicid]))

Clinic x WIC Type =Count([New Certs].[Statewicid])

Clinic x TOTAL =Sum(Count([New Certs].[Statewicid]))

Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()

Formulas for Table 2 (NEW CERTS) and Table 3 (RECERTS): ▪ Same as show above except NEW CERTS references [New Certs] query and RECERTS references [Recerts}

query.

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Tab 5 – Counts-Race

Report Dates (report header) ="Report Dates: " + FormatDate(ToDate(UserResponse("Enter Start Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy") + " - " + FormatDate(ToDate(UserResponse("Enter End Date:");"M/d/yyyy hh:mm:ss A");"MM/dd/yyyy")

Run Date (report header) ="Run Date: " + CurrentDate()

Race/Ethnicity or Cultural Identity (row header) =If IsNull([All Certs].[Statevalueid6]) Or [All Certs].[Statevalueid6] = 0 Then [V_RaceAll] Else [All Certs].[Description]

Table 1 (ALL CERTS) Agency (row header) ="Agency " + [All Certs].[Agencyid]

Clinic (column header) ="Clinic " + [All Certs].[Servicesiteid]

TOTAL x Clinic =Sum(Count([All Certs].[Statewicid]))

TOTAL x Agency =Sum(Count([All Certs].[Statewicid]))

R/E or CI x Clinic =Count([New Certs].[Statewicid])

R/E or CI x Agency =Sum(Count([All Certs].[Statewicid]))

Page # (page footer) ="Page " + Page()+" of "+NumberOfPages()

Formulas for Table 2 (NEW CERTS) and Table 3 (RECERTS): ▪ Same as show above except NEW CERTS references [New Certs] query and RECERTS references [Recerts}

query.

SQL (changes are highlighted) All Certs Query SELECT dbo.CERTCONTACT.STATEWICID, dbo.CERTCONTACT.SERVICESITEID, dbo.CERTCONTACT.CERTWICSTATUS, dbo.CERTCONTACT.CERTSTARTDATE, dbo.AGENCY.NAME, dbo.CERTCONTACT.AGENCYID, dbo.CERTCONTACT.CERTENDDATE, dbo.CERTCONTACT.HIGHRISK, dbo.MEMBER.HOUSEHOLDID, dbo.MEMBER.DATEOFBIRTH, dbo.MEMBER.GENDER, dbo.MEMBER.RACEETHNICITY, dbo.CERTSTAFFESIGN.CREATEDUSERID, dbo.MEMBER.LASTNAME, dbo.MEMBER.FIRSTNAME, dbo.MEMBEROTHINFO.STATEVALUEID6, dbo.STATEUSECODE.DESCRIPTION, dbo.MEMBER.CREATEDTTM FROM dbo.CERTCONTACT INNER JOIN dbo.MEMBER ON (dbo.CERTCONTACT.STATEWICID=dbo.MEMBER.STATEWICID) FULL OUTER JOIN dbo.CERTSTAFFESIGN ON (dbo.CERTSTAFFESIGN.CERTIFICATIONID=dbo.CERTCONTACT.CERTIFICATIONID) FULL OUTER JOIN dbo.MEMBEROTHINFO ON (dbo.MEMBER.STATEWICID=dbo.MEMBEROTHINFO.STATEWICID)

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FULL OUTER JOIN dbo.STATEUSECODE ON (dbo.MEMBEROTHINFO.Statevalueid6=dbo.STATEUSECODE.Valueid) INNER JOIN dbo.AGENCY ON (dbo.AGENCY.AGENCYID=dbo.CERTCONTACT.AGENCYID) WHERE ( dbo.CERTCONTACT.AGENCYID IN @prompt('Enter 3-digit Agency ID(s):','A','Dbo Certcontact\Agencyid',Multi,Free,Persistent,,User:0) AND dbo.CERTCONTACT.CERTSTARTDATE BETWEEN @prompt('Enter Start Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:2) AND dbo.CERTCONTACT.CERTSTARTDATE = dbo.CERTCONTACT.CERTEFFECTIVEDATE )

Recerts Query SELECT dbo.CERTCONTACT.STATEWICID, dbo.CERTCONTACT.SERVICESITEID, dbo.CERTCONTACT.CERTWICSTATUS, dbo.CERTCONTACT.CERTSTARTDATE, dbo.AGENCY.NAME, dbo.CERTCONTACT.AGENCYID, dbo.CERTCONTACT.CERTENDDATE, dbo.CERTCONTACT.HIGHRISK, dbo.MEMBER.HOUSEHOLDID, dbo.MEMBER.DATEOFBIRTH, dbo.MEMBER.GENDER, dbo.MEMBER.RACEETHNICITY, dbo.CERTSTAFFESIGN.CREATEDUSERID, dbo.MEMBER.CREATEDTTM, dbo.MEMBER.LASTNAME, dbo.MEMBER.FIRSTNAME, dbo.STATEUSECODE.DESCRIPTION, dbo.MEMBEROTHINFO.STATEVALUEID6 FROM dbo.CERTCONTACT INNER JOIN dbo.MEMBER ON (dbo.CERTCONTACT.STATEWICID=dbo.MEMBER.STATEWICID) FULL OUTER JOIN dbo.CERTSTAFFESIGN ON (dbo.CERTSTAFFESIGN.CERTIFICATIONID=dbo.CERTCONTACT.CERTIFICATIONID) FULL OUTER JOIN dbo.MEMBEROTHINFO ON (dbo.MEMBER.STATEWICID=dbo.MEMBEROTHINFO.STATEWICID) FULL OUTER JOIN dbo.STATEUSECODE ON (dbo.MEMBEROTHINFO.Statevalueid6=dbo.STATEUSECODE.Valueid) INNER JOIN dbo.AGENCY ON (dbo.AGENCY.AGENCYID=dbo.CERTCONTACT.AGENCYID) WHERE ( dbo.CERTCONTACT.AGENCYID IN @prompt('Enter 3-digit Agency ID(s):','A','Dbo Certcontact\Agencyid',Multi,Free,Persistent,,User:0) AND dbo.CERTCONTACT.CERTSTARTDATE BETWEEN @prompt('Enter Start Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:2) AND dbo.CERTCONTACT.CERTSTARTDATE = dbo.CERTCONTACT.CERTEFFECTIVEDATE AND ( ( CONVERT(date, Dbo.MEMBER.CREATEDTTM, 101) < dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE) and dbo.CERTCONTACT.Certwicstatus <> 'I' ) OR ( dbo.CERTCONTACT.Certwicstatus = 'I' AND CONVERT(date, Dbo.MEMBER.CREATEDTTM, 101) < dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE) AND

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dbo.CERTCONTACT.Certstartdate >= DATEADD(day, 349, dbo.MEMBER.Dateofbirth) ) ) )

New Certs Query SELECT dbo.CERTCONTACT.STATEWICID, dbo.CERTCONTACT.SERVICESITEID, dbo.CERTCONTACT.CERTWICSTATUS, dbo.CERTCONTACT.CERTSTARTDATE, dbo.AGENCY.NAME, dbo.CERTCONTACT.AGENCYID, dbo.CERTCONTACT.CERTENDDATE, dbo.CERTCONTACT.HIGHRISK, dbo.MEMBER.HOUSEHOLDID, dbo.MEMBER.DATEOFBIRTH, dbo.MEMBER.GENDER, dbo.MEMBER.RACEETHNICITY, dbo.CERTSTAFFESIGN.CREATEDUSERID, dbo.MEMBER.CREATEDTTM, dbo.MEMBER.LASTNAME, dbo.MEMBER.FIRSTNAME, dbo.MEMBEROTHINFO.STATEVALUEID6, dbo.STATEUSECODE.DESCRIPTION FROM (SELECT MIN(dbo.CERTCONTACT.Certificationid) as minid, dbo.CERTCONTACT.Statewicid FROM dbo.CERTCONTACT WHERE ( dbo.CERTCONTACT.AGENCYID IN @prompt('Enter 3-digit Agency ID(s):','A','Dbo Certcontact\Agencyid',Multi,Free,Persistent,,User:0) AND dbo.CERTCONTACT.CERTSTARTDATE BETWEEN @prompt('Enter Start Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:2) AND dbo.CERTCONTACT.CERTSTARTDATE = dbo.CERTCONTACT.CERTEFFECTIVEDATE ) GROUP BY dbo.CERTCONTACT.Statewicid) as Minquery INNER JOIN dbo.CERTCONTACT ON (Minquery.minid = dbo.CERTCONTACT.Certificationid) INNER JOIN dbo.MEMBER ON (dbo.CERTCONTACT.Statewicid = dbo.MEMBER.Statewicid) FULL OUTER JOIN dbo.CERTSTAFFESIGN ON (dbo.CERTCONTACT.Certificationid = dbo.CERTSTAFFESIGN.Certificationid) FULL OUTER JOIN dbo.MEMBEROTHINFO ON (dbo.MEMBER.Statewicid = dbo.MEMBEROTHINFO.Statewicid) FULL OUTER JOIN dbo.STATEUSECODE ON (dbo.MEMBEROTHINFO.Statevalueid6=dbo.STATEUSECODE.Valueid) INNER JOIN dbo.AGENCY ON (dbo.AGENCY.AGENCYID=dbo.CERTCONTACT.Agencyid) WHERE ( dbo.CERTCONTACT.AGENCYID IN @prompt('Enter 3-digit Agency ID(s):','A','Dbo Certcontact\Agencyid',Multi,Free,Persistent,,User:0) AND dbo.CERTCONTACT.CERTSTARTDATE BETWEEN @prompt('Enter Start Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1) AND @prompt('Enter End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:2) AND dbo.CERTCONTACT.CERTSTARTDATE = dbo.CERTCONTACT.CERTEFFECTIVEDATE AND ( CONVERT(date, dbo.MEMBER.CREATEDTTM, 101) >= dateadd(day,-30,dbo.CERTCONTACT.CERTSTARTDATE) OR

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( dbo.CERTCONTACT.Certwicstatus = 'I' and dbo.CERTCONTACT.Certstartdate < DATEADD(day, 349, dbo.MEMBER.Dateofbirth) ) ) )

Colors ▪ GRB (darkest blue) = 155;194;229

▪ GRB (medium blue) = 206;225;242

▪ GRB (light blue) = 239;245;251

Revisions 8.9.17 –

• Updated criteria to match criteria in STAFF & CLINIC PRODUCTIVITY report template

o Changed new cert criteria from < 30 days to <= 30 days and recert criteria from >= 30 days to > 30 days.

o Insured infants display on New Certs or Recerts tab based on whether the Cert Start Date is within 14 days of first birthday

o Insured output wasn’t inadvertently impacted by time period and that participants with no benefit records and those with benefit records not associated with cert were included.

• Removed WIC Type PROMPT; added Input Controls for WIC Type and Clinics.

12.22.15 – added First Name, Last Name and Gender columns to Tabs 1-3 per request from Scott Carver (Agency 911)

How to Use Input Controls In this report template, the user can control the results so that only selected WIC Types and/or clinics display in the output.

After entering PROMPT information and running the report, click the Input Controls icon.

The input control affects all tabs of the report.

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Remove the Select All checkmark under WIC Type and select the desired WIC Types.

Remove the Select All checkmark under Clinic ID and select the desired Clinics.

An Input Controls training module is available on the Infoview Training Modules page of the MDH WIC Website