One Call: Missed Nutrition Visit

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Gerald O’Connor’
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Report Overview This report is for agencies participating in the One Call automated messaging project and utilizing the Local Use Question LUQ in Position 6.

1 Report Overview This report is for agencies participating in the One Call automated messaging project and utilizing the Local Use Question LUQ in Position 6. A list of participants who belong to the specified agency, and want to be notified by One Call, who have missed a nutrition visit benefit pick-up based on having a last set s Last Date to Use LDTU during the specified time period. This report excludes participants based on the date entered into the Enter Missed Appts Start Date PROMPT, which should be the same date as entered into the Enter Last LDTU Start Date PROMPT. These are participants that had an appointment scheduled between that date and the current date and are excluded from this report since they should display on the One Call: Missed Appts report. Tab 1 Reference: List of value IDs and their descriptions. Tab 2 Missed Nutrition Visit: List of participants who have missed picking up benefits during a specified time period who want a One Call reminder. One Call: Missed Nutrition Visit Infoview Report Template Guidance ONE CALL Notes * This report provides private information. Please refer to the MN WIC Data Privacy Policy Ref: MOM, Section 1.7. *This report can take up to 5 minutes to run. *The first time the report is run, if the Value IDs for LUQ Position 6 are unknown, agencies should simply enter their Agency ID into the Enter 3-digit Agency ID PROMPT and run the report without completing the other PROMPTS in order to obtain the Value IDs from the Reference tab. *The Reference tab can be deleted if desired from the report template once the necessary information is obtained from it Value IDs by opening the Edit screen, right-clicking on the Reference tab at the bottom of the screen, and selecting Delete Report. *Value IDs are based on WIC type. To run the report for all types of participants, there should be five different value IDs separated by semi-colons and no spaces entered into the Enter Value IDs for LUQ Position 6 PROMPT. *The Value IDs are the same for all One Call reports Future Appointments, Missed Appointments and Missed Nutrition Visits. *There are three options for One Call automated messaging: voice, text, or . Voice is the only option if a language other than English or Spanish is selected in the Demographics AdditionalInfo2 Language1 or AdditionalInfo2 Language2 field. Agencies can choose which language field to use. If necessary, to remove one of the fields from the report output: from the PROMPT screen click the Edit button to open the edit screen, right-click on the column, click on Remove, and click on Remove Column. Text is indicated by a phone number and the word Text in the Comment2 field. 1 P age MN Department of Health WIC Program

2 is indicated if an address has been entered into the Address field on the main Demographics tab. The Telephone1 field is suppressed if the record has an address to ensure only one type of contact is made. *This report uses multiple queries to filter, or exclude, the following participants from the report output: Fully-Breastfeeding infants less than 6 months old Some-Breastfeeding SBF women assumption is that SBF women still eligible for benefits will receive a call for their infant so these women are not included on report output Participants, and household members of participants, with appointments that have NOT been kept in the past during a date period specified by the user assumption is these participants will be on the One Call Missed Appointment report output Participants that have future appointments assumption is that appointment is scheduled within 30 days of last set s LDTU participants with appointments more than 30 days in the future from the last set s LDTU will be included if pick-up is missed Participants that have been terminated or determined ineligible *Participants must have a cert end date greater than or equal to the last date of the current month. This ensures that participants becoming categorically ineligible postpartum women and children turning 5 display in the report output. For those who have a cert end date in the current month and are not becoming categorically ineligible, the assumption is that they will either have an appointment scheduled and be excluded by the Appts Query or will have attended an appointment and already received benefits. *The Agency ID and Servicesiteid are based on the agency and clinic to which the participant currently belongs. *To run the report for one day, enter the same date into both the Enter Start Date and Enter End Date PROMPTS. Tab 1 Reference Tab 2 Missed Nutrition Visits 2 P age

3 Prompts TABLE FIELD OPERATOR VALUE PROMPT/DEFINITION LOCALUSECAPTION MEMBER Agencyid Equal to ### Enter 3-digit Agency ID. The agency the local use question belongs to and the participant belongs to. APPOINTMENT Appointmentdate Greater than mm/dd/yy Enter Missed Appts Start Date. The beginning date for a time period that starts with this date and ends with the current date during which participants missed their appointments. This is to identify participants who should be excluded from the report output on the assumption that they will display on the One Call Missed Appointments report output. The same date as the Enter Last LDTU Start Date? MEMBEROTHINFO Localvalueid6 In List #### or ####;#### use semi-colon to separate; no spaces Enter Value IDs for LUQ Position 6 The Value IDs defined in the Reference tab and associated with the participants who are participating in the One Call automated messaging project. MEMBER Lastcheckldtu Between mm/dd/yy MEMBER Lastcheckldtu And mm/dd/yy Enter Last LDTU Start Date. The beginning date of the time period during which the participant has failed to pick up benefits. Enter Last LDTU End Date. The last date of the time period during which the participant has failed to pick up benefits. Static Criteria FBF Infants Query MEMBER.Wicstatus Equal to I Explanation: Participant is currently an infant. CHILD.Amountbreastfeeding Equal to 1 Explanation: Participant is currently fully-breastfeeding. 3 P age

4 SQL: DATEDIFFDAY,dbo.MEMBER.DATEOFBIRTH,CURRENT_TIMESTAMP < 180 Explanation: The difference between the participant s date of birth and the current date is less than 180 days identifies infants < 6 months old SBF Women Query SQL: MAXPOSTPARTUM.Actualdelivdate Explanation: Select the most recent Actual Delivery Date. MEMBER.Wicstatus Equal to B Explanation: Participant is currently a breastfeeding woman. POSTPARTUMINFANT.Amountbreastfeeding Equal to 5 Explanation: Participant is currently some-breastfeeding. SQL: dbo.member.certificationduedate > CURRENT_TIMESTAMP Explanation: Participant is in a current certification period. Appts Query SQL: MAXAPPOINTMENT.Appointmentdate Explanation: Select the most recent Appointment Date. APPOINTMENT.Appointmentkept Is Null OR APPOINTMENT.Appointmentkep Equal to N Explanation: Include appointments where the Kept value is blank future appointments OR where the Kept value is No. SQL: dbo.appointment.appointmentdate > PROMPT dbo.member.certificationdatuedate > CURRENT TIME_STAMP OR dbo.appointment.appointmentdate > CURRENT_TIMESTAMP dbo.appointment.appointmetdate < DATEADDday, -30, dbo.member.lastcheckldtu Explanation: Identify past appointments where the appointment is between the date specified in the Enter Missed Appts Start Date PROMPT and the current date OR identify appointments where the appointment is after the current date but within 30 days of the last set s LDTU Terminations Query CERTCONTACT.Certtermreason In List 1;2;4;8;C;D;E;F;G;I;O and CERTCONTACT.CertTermDate Greater than MEMBER.CERTSTARTDATE OR CERTCONTACT.CertIneligibleReason In List 1:2;3;4;E and CERTCONTACT.CertIneligibleDate Greater than MEMBER.Certstartdate Explanation: Include participants terminated for Death of Participant 1, Fraud/Abuse 2, No Longer Meets Program Requirements 4, Income No Longer Meets Requirements 8, No Proof of Residency D, No Proof of ID E, Residency No Longer Meets Requirements F, No Proof of Income G, Participant Requested Termination I, or Other O whose cert termination date is after their most recent cert start date OR include participants determined ineligible for Categorical Ineligibility 1, Not a Resident of WIC Program 2, Over 4 Page

5 Income CGS 3, No Risk Factors Assigned 4 or Incomplete Cert Attempt E whose cert ineligible date is after their most recent cert start date Participants Query MEMBER.StateWICID Not Equal to FBF Infants Query Results Description: Exclude any participants that have the same State WIC ID as participants that meet the FBF Infants query criteria MEMBER.StateWICID Not Equal to SBF Women Query Results Description: Exclude any participants that have the same State WIC ID as participants that meet the SBF Women query criteria MEMBER.StateWICID Not Equal to Appts Query Results Description: Exclude any participants that have the same State WIC ID as participants that meet the Appts query criteria MEMBER.HouseholdID Not Equal to Appts Query Results Description: Exclude any participants that have the same household ID as participants that meet the Appts query criteria MEMBER.StateWICID Not Equal to Terminations Query Results Description: Exclude any participants that have the same State WIC ID as participants that meet the Terminations query criteria SQL: dbo.member.certificationduedate >= DATEADDs, -1, DATEADD mm, DATEDIFF m, 0, GETDATE, 0 Description: Include participants whose current cert end date is greater than or equal to the last date of the current month Value IDs Query LOCALUSECAPTION.Ordinalposition Equal to 6 Explanation: Identify the records associated with the Local Use Question in Position 6 on the Demographics AdditionalInfo1 tab. Tab 1 Reference Columns Table 1 Value IDs for Position 6 LOCALUSECODE.Valueid Answers to Local Use Question #6 LOCALUSECODE.Description WIC Type LOCALUSECAPTION.Wicstatus 5 P age

6 Sorted by Answers to Local Use Question #6 Ascending WIC Type Ascending One Call: Missed Nutrition Visit Grouped by Description LOCALUSECAPTION.Description Ascending Tab 2 Missed Nutrition Visits Columns Firstname MEMBER.Firstname Lastcheckldtu MEMBER.Lastcheckldtu Certificationduedate MEMBER.Certificationduedate Servicesiteid MEMBER.Servicesiteid Telephone1 HOUSEHOLD.Telephone1 Telephone2 HOUSEHOLD.Telephone2 Comment2 HOUSEHOLD.Comment2 address HOUSEHOLD. address Language1 HOUSEHOLD.Language1 Language2 HOUSEHOLD.Language2 Statewicid MEMBER.Statewicid Householdid MEMBER.Householdid Authrepfirstname HOUSEHOLD.Authrepfirstname Sorted by Lastcheckldtu Ascending Householdid Ascending 6 P age

7 Technical Notes One Call: Missed Nutrition Visit Notes The joins in the SBF Women query were modified to link the MEMBER table and POSTPARTUM table by Statewicid and the POSTPARTUM table and POSTPARTUMINFANT table by Postpartumid since POSTPARTUMINFANT.Statewicid is the infant s ID and not the woman s ID. The link between the MEMBER and CERTCONTACT tables in the Terminations query was changed from Certificationid to Statewicid; the Certificationid updates in the MEMBER table when pseudo-certs are created. In order to ensure records with both address and Telephone1 aren t contacted more than once by One Call, a formula is used to suppress the value in the Telephone1 column of the report output when a value is in the address field. Formulas Language1 Missed Nutrition Visit tab column =If [Language1] = "S" Then "Spanish" ElseIf [Language1] = "E" Then "English" ElseIf [Language1] = "2" Then "Albanian" ElseIf [Language1] = "5" Then "Russian" ElseIf [Language1] = "6" Then "Braille" ElseIf [Language1] = "7" Then "Japanese" ElseIf [Language1] = "8" Then "Chinese - Other Dialects" ElseIf [Language1] = "9" Then "Chinese - Mandarin" ElseIf [Language1] = "A" Then "American Sign Language" ElseIf [Language1] = "B" Then "Cambodian/Khmer" ElseIf [Language1] = "D" Then "French" ElseIf [Language1] = "G" Then "Italian" ElseIf [Language1] = "H" Then "Amharic" ElseIf [Language1] = "I" Then "Somali" ElseIf [Language1] = "J" Then "German" ElseIf [Language1] = "K" Then "Korean" ElseIf [Language1] = "L" Then "Laotian" ElseIf [Language1] = "M" Then "Hmong/Mien" ElseIf [Language1] = "N" Then "Chinese - Catonese" ElseIf [Language1] = "O" Then "Other" ElseIf [Language1] = "P" Then "Portuguese" ElseIf [Language1] = "Q" Then "Karen" ElseIf [Language1] = "R" Then "Ukrainian" ElseIf [Language1] = "T" Then "Oromo" ElseIf [Language1] = "U" Then "Sudanese/Nuer" ElseIf [Language1] = "V" Then "Vietnamese" ElseIf [Language1] = "X" Then "Bosnian" ElseIf [Language1] = "Y" Then "Arabic" ElseIf [Language1] = "Z" Then "Farsi" Language 2 Missed Nutrition Visit tab column =If [Language2] = "S" Then "Spanish" ElseIf [Language2] = "E" Then "English" ElseIf [Language2] = "2" Then "Albanian" ElseIf [Language2] = "5" Then "Russian" ElseIf [Language2] = "6" Then "Braille" ElseIf [Language2] = "7" Then "Japanese" ElseIf [Language2] = "8" Then "Chinese - Other Dialects" ElseIf [Language2] = "9" Then "Chinese - Mandarin" ElseIf [Language2] = "A" Then "American Sign Language" ElseIf [Language2] = "B" Then "Cambodian/Khmer" ElseIf [Language2] = "D" Then "French" ElseIf [Language2] = "G" Then "Italian" ElseIf [Language2] = "H" Then "Amharic" ElseIf [Language2] = "I" Then "Somali" ElseIf [Language2] = "J" Then "German" ElseIf [Language2] = "K" Then "Korean" ElseIf [Language2] = "L" Then "Laotian" ElseIf [Language2] = "M" Then "Hmong/Mien" ElseIf [Language2] = "N" Then "Chinese - Catonese" ElseIf [Language2] = "O" Then "Other" ElseIf [Language2] = "P" Then "Portuguese" ElseIf [Language2] = "Q" Then "Karen" ElseIf [Language2] = "R" Then "Ukrainian" ElseIf [Language2] = "T" Then "Oromo" ElseIf [Language2] = "U" Then "Sudanese/Nuer" ElseIf [Language2] = "V" Then "Vietnamese" ElseIf [Language2] = "X" Then "Bosnian" ElseIf [Language2] = "Y" Then "Arabic" ElseIf [Language2] = "Z" Then "Farsi" Telephone1 column =If IsNull [ address] Then [Telephone1] Else "" 7 P age

8 8 P age One Call: Missed Nutrition Visit SQL changes are highlighted FBF Infants Query dbo.member.statewicid, dbo.member.dateofbirth dbo.member INNER JOIN dbo.child ON dbo.member.statewicid=dbo.child.statewicid dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:0 dbo.member.wicstatus = 'I' dbo.child.amountbreastfeeding = '1' DATEDIFFDAY,dbo.MEMBER.DATEOFBIRTH,CURRENT_TIMESTAMP < 180 SBF Women Query dbo.member.statewicid, MAXdbo.POSTPARTUM.ACTDELIVDATE, dbo.member.categoricalineligibilitydate dbo.member INNER JOIN dbo.postpartum ON dbo.postpartum.statewicid=dbo.member.statewicid INNER JOIN dbo.postpartuminfant ON dbo.postpartum.postpartumid=dbo.postpartuminfant.postpartumid dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:0 dbo.member.wicstatus = 'B' dbo.postpartuminfant.amountbreastfeeding = '5' dbo.member.certificationduedate > CURRENT_TIMESTAMP GROUP BY dbo.member.statewicid, dbo.member.categoricalineligibilitydate Appts Query dbo.member.lastcheckldtu, MAXdbo.APPOINTMENT.APPOINTMENTDATE,

9 dbo.appointment.statewicid, dbo.appointment.householdid dbo.member INNER JOIN dbo.appointment ON dbo.appointment.statewicid=dbo.member.statewicid dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:1 dbo.appointment.appointmentkept Is Null OR dbo.appointment.appointmentkept = 'N' dbo.appointment.appointmentdate Missed Appts Start Date:','D','Dbo Appointment\Appointmentdate',Mono,Free,Persistent,,User:0 dbo.appointment.appointmentdate <= CURRENT_TIMESTAMP OR dbo.appointment.appointmentdate > CURRENT_TIMESTAMP dbo.appointment.appointmentdate < dateaddday,-30,dbo.member.lastcheckldtu GROUP BY dbo.member.lastcheckldtu, dbo.appointment.statewicid, dbo.appointment.householdid Terminations Query dbo.member.statewicid, dbo.certcontact.certtermdate, dbo.certcontact.certtermreason, dbo.certcontact.certineligibledate, dbo.certcontact.certineligiblereason dbo.certcontact INNER JOIN dbo.member ON dbo.certcontact.statewicid=dbo.member.statewicid dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:0 9 P age

10 dbo.certcontact.certtermreason IN '1','2','4','8','D','E','F','G','I:O' dbo.certcontact.certtermdate > dbo.member.certstartdate OR dbo.certcontact.certineligiblereason IN '1','2','3','4','E' dbo.certcontact.certineligibledate > dbo.member.certstartdate Participants Query dbo.member.firstname, dbo.member.lastcheckldtu, dbo.member.certificationduedate, dbo.member.servicesiteid, dbo.household.telephone1, dbo.household.telephone2, dbo.household.comment2, dbo.household. address, dbo.household.language2, dbo.member.statewicid, dbo.member.householdid, dbo.household.language1, dbo.household.authrepfirstname dbo.household INNER JOIN dbo.member ON dbo.member.householdid=dbo.household.householdid INNER JOIN dbo.memberothinfo ON dbo.member.statewicid=dbo.memberothinfo.statewicid dbo.member.agencyid 3-digit Agency ID:','A','Dbo Member\Agencyid',Mono,Free,Persistent,,User:0 dbo.memberothinfo.localvalueid6 Value IDs for LUQ Position 6:','N','Dbo Memberothinfo\Localvalueid6',Multi,Free,Persistent,,User:1 dbo.member.statewicid NOT DP0.DO22d dbo.member.statewicid NOT DP1.DO22d dbo.member.statewicid NOT DP2.DO P age

11 dbo.household.householdid NOT DP2.DO303 dbo.member.statewicid NOT DP3.DO22d dbo.member.lastcheckldtu Last LDTU Start Date:','D','Dbo Last LDTU End Date:','D','Dbo Member\Lastcheckldtu',Mono,Free,Persistent,,User:3 dbo.member.certificationduedate >= DATEADDs,-1,DATEADDmm, DATEDIFFm,0,GETDATE,0 Value IDs Query dbo.localusecode.valueid, dbo.localusecode.description, dbo.localusecaption.captionid, dbo.localusecaption.wicstatus, dbo.localusecaption.description dbo.localusecaption INNER JOIN dbo.localusecode ON dbo.localusecaption.captionid=dbo.localusecode.captionid dbo.localusecaption.agencyid 3-digit Agency ID:','A','Dbo Localusecaption\Agencyid',Mono,Free,Persistent,,User:0 dbo.localusecaption.ordinalposition = 6 11 P age

One Call: Missed Appointments

Report Overview 1 P age MN Department of Health WIC Program One Call: Missed Appointments This report is for agencies participating in the One Call automated messaging project and utilizing the Local Use