Spot Check Report. Report Overview. Notes. Infoview Report Template Guidance BREASTFEEDING PEER PROGRAM

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1 Report Overview This report has 4 tabs. The first tab is a reference report that can be used to obtain the BF Counselor ID(s) necessary to identify the peer counselors for whom the report should be run. The second tab lists clients with completed spot checks in the specified time period. The third and fourth tabs list active and recently completed clients who have not had a spot check during the specified time period. Tab 1 Bf Peer Counselor IDs List of BF Counselors IDs, names and User IDs. Tab 2 Spot Checks Completed lists clients with a Date Spot Check completed on or after the specified date. Tab 3 Clients without Spot Checks lists clients who are active or were completed since the specified date and who have not had a recent Spot Check completed. Tab 4 Clients without Spot Checks 2 lists clients who are active or were completed since the specified date and who have not had a recent Spot Check completed in landscape orientation with more space for notes. Spot Check Report Infoview Report Template Guidance BREASTFEEDING PEER PROGRAM Notes * This report provides private information. Please refer to the MN WIC Data Privacy Policy (Ref: MOM, Section 1.7). *To obtain the BF Counselor ID for the Clients without Spot Checks report, click the Run button just above the Enter BF Counselor ID(s) field to refresh the information. Peer counselors are listed alphabetically by first name. Use the page arrows above the report to view multiple pages. * The report lists clients whose most recent BF Contact Topic is anything except one of the following: When peer counseling ended (2 or 50), Never received services (3 or 51), or Refused services (4 or 52), unless the contact date is more recent than the date entered for prompt Include clients completed since:. Clients with a BF Contact Topic of Date Spot Check - completed (8 or 56) with a contact date more recent than the date entered for prompt Exclude clients who have been spot checked since: are excluded from the report. *The Due/Deliv Date returns the Expected delivery date but replaces it with the Actual delivery date when an Amount Breastfeeding exists. *The Agencyid and Servicesiteid are the agency and clinic the participant currently belongs to, not the agency/clinic where the contact was made. *The Amount Breastfeeding (Amt bf) is taken from the infant s record and corresponds to the infant s food package. Where there is no infant (postpartum) record, Amt bf is set to Pregnant. 1 P age MN Department of Health WIC Program

2 Tab 1 BF Counselor ID Tab 2 Spot Checks Completed Tab 3 Clients without Spot Checks Tab 4 Clients without Spot Checks 2 2 P age

3 Prompt(s) TABLE FIELD OPERATOR VALUE PROMPT/DEFINITION BFCOUNSELORCONTACT Bfcounselorid In list ######## (use semi-colon to separate; no spaces) BFCOUNSELORCONTACT Contactdate >= mm/dd/yy Enter BF Counselor ID(s). The IDs associate with the peer counselors for whom the report should be run. Include clients completed since: Clients completed on or after this date will be included in the reports. BFCOUNSELORCONTACT Contactdate >= mm/dd/yy Exclude clients who have been spot checked since: Clients spot checked on or after this date will be excluded from the reports. Static Criteria Peer Client List Combined Query BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid In List (1, 2, 3, 4, 5, 47, 48, 49, 50, 51, 52, 53) EXCLUDE BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid In List (2, 3, 4, 50, 51, 52) Explanation: Include records with these types of contacts then remove those with contacts signifying completion of services SQL: MAX(dbo.BFCOUNSELORCONTACT.Contactdate) Explanation: Include only records with the most recent contact date Add recently completed Query dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 2, 3, 4, 50, 51, 52 ) AND dbo.bfcounselorcontact.contactdate clients completed since:','d','dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0) UNION dbo.bfcounselorcontact.statewicid DP0.DO390) Explanation: select recently completed clients and add to list of clients generated by Peer Client List Combined Query spot check list Query dbo.bfcounselorcontact.statewicid DP0.DO390) AND dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 8, 56 ) 3 P age

4 AND dbo.bfcounselorcontact.contactdate clients who have been spot checked since:','d','dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0) Explanation: from the previously generated list, select those clients who have had a spot check contact since the date specified active no spot check Query dbo.member.statewicid DP8.DO390) EXCEPT dbo.member.statewicid DP5.DO390) Explanation: from the full list of active and recently completed clients, subtract those who have had a recent spot check Clients without spot checks Query WHERE dbo.member.statewicid DP6.DO22d) Explanation: pull information needed for the clients without post checks report, using the list generated by the active no spot check query Tab 1 BF Counselor IDs Columns BFCounselorID (BFCOUNSELOR.BFCounselorID) First Name (BRCOUNSELOR.FirstName) Last Name (BFCOUNSELOR.LastName) User ID (BFCOUNSELOR.UserID) Sorted by Firstname (Ascending) Tab 2 Spot Checks Completed Columns Statewicid( MEMBER.Statewicid) Bfcontacttopicid (BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid) 4 P age

5 Spot check date (BFCOUNSELORCONTACT.Contactdate) Sorted by Spot check date (Ascending) Tab 4 Clients without Spot Checks 2 Columns HHID (MEMBER.Householdid) Peer (BFCOUNSELOR. Firstname) Full Name (MEMBER.Firstname : : Member.Lastname) Telephone(s) (HOUSEHOLD.Telephone1, HOUSEHOLD.Telephone2) Comments (HOUSEHOLD.Comment1, HOUSEHOLD.Comment2) Site (MEMBER.Agencyid : - : MEMBER.Servicesiteid) Interp (HOUSEHOLD.Interpreterneeded) Due/Deliv Date See Notes Contact type See Notes (from BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid) Amount bf See Notes on Amt bf (from POSTPARTUMINFANT.Amountbreastfeeding) Check Date (left blank) *LM/NIS/NA/T (left blank) Notes (left blank) Sorted by Peer (Ascending) Site (Ascending) Full Name (Ascending) Tab 3 Clients without Spot Checks Columns Peer (BFCOUNSELOR. Firstname) (Householdid) (MEMBER.Householdid) Full Name (MEMBER.Firstname : : Member.Lastname) Amt bf See Notes (from POSTPARTUMINFANT.Amountbreastfeeding) 5 P age

6 Telephone(s) (HOUSEHOLD.Telephone1, HOUSEHOLD.Telephone2) Due/Deliv Date See Notes Comments (HOUSEHOLD.Comment1, HOUSEHOLD.Comment2) Contact type See Notes (from BFCOUNSELORCONTACTTOPIC.Bfcontacttopicid) Site (MEMBER.Agencyid : - : MEMBER.Servicesiteid) Int (HOUSEHOLD.Interpreterneeded) Date (BFCOUNSELORCONTACT.Contactdate) Notes (left blank) Sorted by Peer (Ascending) Site (Ascending) Full Name (Ascending) 6 P age

7 Technical Notes Notes The Peer Client List Combined query was created first to identify the MAX Contactdate for participants who meet the Bfcounselorid criteria (prompts), including only contacts related to initiation and completion of services. Since peer contacts can be provided to participants other than pregnant women, the INNER JOIN between PREGNANCY and CERTCONTACT was changed to a FULL OUTER JOIN to include records that do not have an EDD/EDC. Likewise, since during pregnancy there is no postpartum record, the INNER JOIN between POSTPARTUM and CERTCONTACT was changed to a FULL OUTER JOIN to include records that do not have an Actual delivery date. For both these joins, the MEMBER.CERTIFICATIONID was used to select only the current pregnancy and/or postpartum records. Variables Tab 3 Clients without Spot Checks Peer =Substr([concatstring];18;12) Amt bf =If ([Amountbreastfeeding]="1") Then "Fully" Else (If ([Amountbreastfeeding]="2") Then "Mostly" Else (If ([Amountbreastfeeding]="5") Then "Some" Else (If ([Amountbreastfeeding]="4") Then "None" Else "Pregnant"))) Due/Delivdate =If ToNumber([Amountbreastfeeding]) > 0 Then [Actdelivdate] Else [Expdelivdate] Contact Type =If Substr([concatstring];9;1)="0" Then "Contacted" Else (If Substr([concatstring];9;1)= "1" Then "Assigned/began"Else (If Substr([concatstring];9;1)= "2" Then "Completed" Else "Refused or NRS")) Formulas Concatstring =Max(Concatenation(Concatenation(Concatenation(FormatDate([Clients without spot checks].[contactdate];"yyyymmdd");[adjustedtype]);(formatnumber([clients without spot checks].[bfcounselorid];" ")));[clients without spot checks].[dbo Bfcounselor].[Firstname])) Adjustedtype =If (IsNull([Clients without spot checks].[bfcontacttopicid])) Then 0 Else If (([Clients without spot checks].[bfcontacttopicid] = 1) Or ([Clients without spot checks].[bfcontacttopicid] = 5) Or ([Clients without spot checks].[bfcontacttopicid] = 53) Or (([Clients without spot checks].[bfcontacttopicid] >46) And ([Clients without spot checks].[bfcontacttopicid] < 50))) Then 1 Else (If (([Clients without spot checks].[bfcontacttopicid] > 5) And ([Clients without spot checks].[bfcontacttopicid] < 47)) Then 0 Else(If (([Clients without spot checks].[bfcontacttopicid] = 2) Or ([Clients without spot checks].[bfcontacttopicid] = 50)) Then 2 Else 3 )) SQL (changes are highlighted) BF Counselor ID dbo.bfcounselorcontact.bfcounselorid, 7 P age

8 dbo.bfcounselor.firstname, dbo.bfcounselor.lastname, dbo.bfcounselor.userid FROM dbo.bfcounselorcontact INNER JOIN dbo.bfcounselor ON (dbo.bfcounselor.bfcounselorid=dbo.bfcounselorcontact.bfcounselorid) Peer Client List Combined dbo.bfcounselorcontact.statewicid, max(dbo.bfcounselorcontact.contactdate) FROM dbo.bfcounselorcontact INNER JOIN dbo.bfcounselorcontacttopic ON (dbo.bfcounselorcontact.bfcounselorcontactid=dbo.bfcounselorcontacttopic.bfc OUNSELORCONTACTID) WHERE (dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 1, 5, 53, 47, 48, 49, 2, 3, 4, 50, 51, 52 ) AND dbo.bfcounselorcontact.bfcounselorid value(s) for Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:0)) group by dbo.bfcounselorcontact.statewicid EXCEPT dbo.bfcounselorcontact.statewicid, max( dbo.bfcounselorcontact.contactdate) FROM dbo.bfcounselorcontact INNER JOIN dbo.bfcounselorcontacttopic ON (dbo.bfcounselorcontact.bfcounselorcontactid=dbo.bfcounselorcontacttopic.bfc OUNSELORCONTACTID) WHERE (dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 2, 3, 4, 50, 51, 52 ) AND dbo.bfcounselorcontact.bfcounselorid value(s) for Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:1)) group by dbo.bfcounselorcontact.statewicid add recently completed dbo.bfcounselorcontact.statewicid, max(dbo.bfcounselorcontact.contactdate) FROM dbo.bfcounselorcontact INNER JOIN dbo.bfcounselorcontacttopic ON (dbo.bfcounselorcontact.bfcounselorcontactid=dbo.bfcounselorcontacttopic.bfc OUNSELORCONTACTID) WHERE (dbo.bfcounselorcontact.bfcounselorid value(s) for Bfcounselorid:','N','Dbo Bfcounselorcontact\Bfcounselorid',Multi,Free,Persistent,,User:1) AND dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 2, 3, 4, 50, 51, 52 ) AND dbo.bfcounselorcontact.contactdate clients completed since:','d','dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0)) group by dbo.bfcounselorcontact.statewicid 8 P age

9 UNION dbo.bfcounselorcontact.statewicid, max( dbo.bfcounselorcontact.contactdate) FROM dbo.bfcounselorcontact WHERE dbo.bfcounselorcontact.statewicid DP0.DO390) group by dbo.bfcounselorcontact.statewicid spot check list dbo.bfcounselorcontact.statewicid, dbo.bfcounselorcontact.contactdate, dbo.bfcounselorcontacttopic.bfcontacttopicid FROM dbo.bfcounselorcontact INNER JOIN dbo.bfcounselorcontacttopic ON (dbo.bfcounselorcontact.bfcounselorcontactid=dbo.bfcounselorcontacttopic.bfc OUNSELORCONTACTID) WHERE (dbo.bfcounselorcontact.statewicid DP0.DO390) AND dbo.bfcounselorcontacttopic.bfcontacttopicid IN ( 8, 56 ) AND dbo.bfcounselorcontact.contactdate clients who have not been spot checked since:','d','dbo Bfcounselorcontact\Contactdate',Mono,Free,Persistent,,User:0)) active no spot check dbo.member.statewicid FROM dbo.member WHERE dbo.member.statewicid DP8.DO390) EXCEPT dbo.member.statewicid FROM dbo.member WHERE dbo.member.statewicid DP5.DO390) Clients without spot checks dbo.member.statewicid, dbo.member.householdid, dbo.member.agencyid, dbo.member.servicesiteid, dbo.member.firstname, dbo.member.lastname, dbo.household.telephone1, dbo.household.comment1, dbo.household.telephone2, dbo.household.comment2, 9 P age

10 dbo.household.interpreterneeded, dbo.certcontact.postpartumid, dbo.postpartuminfant.amountbreastfeeding, dbo.bfcounselorcontact.bfcounselorid, dbo.bfcounselorcontact.contactdate, dbo.bfcounselor.firstname, dbo.bfcounselorcontacttopic.bfcontacttopicid, dbo.pregnancy.expdelivdate, dbo.postpartum.actdelivdate FROM dbo.household INNER JOIN dbo.member ON (dbo.member.householdid=dbo.household.householdid) INNER JOIN dbo.certcontact ON (dbo.certcontact.certificationid=dbo.member.certificationid) full outer JOIN dbo.pregnancy ON (dbo.pregnancy.pregnancyid=dbo.certcontact.pregnancyid) full outer JOIN dbo.postpartuminfant ON (dbo.certcontact.postpartumid=dbo.postpartuminfant.postpartumid) INNER JOIN dbo.bfcounselorcontact ON (dbo.member.statewicid=dbo.bfcounselorcontact.statewicid) INNER JOIN dbo.bfcounselor ON (dbo.bfcounselor.bfcounselorid=dbo.bfcounselorcontact.bfcounselorid) INNER JOIN dbo.bfcounselorcontacttopic ON (dbo.bfcounselorcontact.bfcounselorcontactid=dbo.bfcounselorcontacttopic.bfc OUNSELORCONTACTID) full outer JOIN dbo.postpartum ON (dbo.certcontact.postpartumid=dbo.postpartum.postpartumid) WHERE dbo.member.statewicid DP6.DO22d) 10 P age