Count of Nutrition Visits, Certs & MCAs by Grantee & Agency
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1 MN WIC PROGRAM Count of Nutrition Visits, Certs & MCAs by Grantee & Agency AGENCY MANAGEMENT Report Overview A count of nutrition visits, certs and MCAs by WIC Type during the specified time period for the specified grantee and its agencies. NOTE: This template is based on the Grantee ID. Some uses include: Assess productivity based on services completed by grantee/agency for a specified time period. Count number of participants provided services by WIC type. Notes This report requires the user to enter the GRANTEE ID into the PROMPT instead of the Agency ID. Participants are counted in the NUTRITION VISITS table each time benefits were issued with an Issued Date during the specified time period. If the Issued Date was the same as a Cert Start Date, the contact is counted in the CERTIFICATIONS table, not the NUTRITION VISITS table If the Issued Date was the same as the MCA Completed Date, the contact is counted in the MID-CERTIFICATION ASSESSMENTS table, not the NUTRITION VISITS table Counts for the NUTRITION VISITS table are accurate as of the date an agency completed their transition to HuBERT since benefit information was not transferred from the legacy system. Participants do not have to be issued benefits to be counted in the CERTIFICATIONS or MID-CERTIFICATIONS ASSESSMENTS tables. Participants are counted as long as the Cert Start Date or Completed Date fall within the specified time period. MCAs are based on completion of the MCA Guided Script GS. Any MCAs completed via the Participant Folder will not be included. Also, the MCA GS was not implemented in HUBERT until July 2013; reports run for dates prior to this will not display MCA counts.
2 This report is not unduplicated since participants are counted for each contact that occurred during the specified time period. The Grantee ID is based on the Agency ID recorded at the time of issuance, cert or MCA. The WIC Type is based on the participant s WIC Type at the time of issuance, cert or MCA. The report output is formatted to download to an 8 x 11.5 inch PDF landscape. It can also be exported to Excel margins will need adjustment and headers/footers will not display. Tab 1 Counts Page 2
3 Prompts COUNT OF NUTRITION VISITS, CERTS & MCAS BY GRANTEE & AGENCY TABLE FIELD OPERATOR VALUE PROMPT/DEFINITIONS GRANTEE Granteeid Equal to ### FOODINSTRUMENTSET CERTCONTACT V_MIDCERTIFICATIONS FOODINSTRUMENTSET CERTCONTACT V_MIDCERTIFICATIONS Static Criteria NV N Query Issueddate Certstartdate Completeddate Issueddate Certstartdate Completeddate Between And mm/dd/yy mm/dd/yy FOODINSTRUMENTSET.Issueddate Not Equal to CERTCONTACT.Certstartdate Enter 3-digit GRANTEE ID. The grantee to which the agency where the participant was issued benefits, certified or had an MCA is assigned. Enter Start Date. The first date in the time period during which participants were issued benefits, certified or had an MCA. Enter End Date. The last date in the time period during which participants were issued benefits, certified or had an MCA. Explanation: Exclude participants from the NUTRITION VISITS count if they were certified on the same FOODINSTRUMENT.Voideddate Is Null Explanation: Exclude benefit records if voided FOODINSTRUMENTSET.Compliancebuy Equal to N Explanation: Exclude benefit records if issued for Compliance Buys FOODINSTRUMENTSET.Wicstatus Equal to N Explanation: Include participant if a non-breastfeeding woman NV P Query FOODINSTRUMENTSET.Issueddate Not Equal to CERTCONTACT.Certstartdate Explanation: Exclude participants from the NUTRITION VISITS count if they were certified on the same Page 3
4 FOODINSTRUMENT.Voideddate Is Null Explanation: Exclude benefit records if voided FOODINSTRUMENTSET.Compliancebuy Equal to N Explanation: Exclude benefit records if issued for Compliance Buys FOODINSTRUMENTSET.Wicstatus Equal to P Explanation: Include participant if a pregnant woman NV B Query FOODINSTRUMENTSET.Issueddate Not Equal to CERTCONTACT.Certstartdate Explanation: Exclude participants from the NUTRITION VISITS count if they were certified on the same FOODINSTRUMENTSET.Issueddate Not Equal to MIDCERTIFICATION.Completeddate Explanation: Exclude participants from the NUTRITION VISITS count if they had an MCA on the same FOODINSTRUMENT.Voideddate Is Null Explanation: Exclude benefit records if voided FOODINSTRUMENTSET.Compliancebuy Equal to N Explanation: Exclude benefit records if issued for Compliance Buys FOODINSTRUMENTSET.Wicstatus Equal to B Explanation: Include participant if a breastfeeding woman SQL WHERE: CONVERT date, dbo.midcertification.completeddate, 101 Explanation: Remove timestamp so that the date can be compared to the Issueddate, which has a standard 12:00:00AM timestamp NV C Query FOODINSTRUMENTSET.Issueddate Not Equal to CERTCONTACT.Certstartdate Explanation: Exclude participants from the NUTRITION VISITS count if they were certified on the same FOODINSTRUMENTSET.Issueddate Not Equal to MIDCERTIFICATION.Completeddate Explanation: Exclude participants from the NUTRITION VISITS count if they had an MCA on the same FOODINSTRUMENT.Voideddate Is Null Explanation: Exclude benefit records if voided Page 4
5 FOODINSTRUMENTSET.Compliancebuy Equal to N Explanation: Exclude benefit records if issued for Compliance Buys FOODINSTRUMENTSET.Wicstatus Equal to C Explanation: Include participant if a child SQL WHERE: CONVERT date, dbo.midcertification.completeddate, 101 Explanation: Remove timestamp so that the date can be compared to the Issueddate, which has a standard 12:00:00AM timestamp NV I Query FOODINSTRUMENTSET.Issueddate Not Equal to CERTCONTACT.Certstartdate Explanation: Exclude participants from the NUTRITION VISITS count if they were certified on the same FOODINSTRUMENTSET.Issueddate Not Equal to MIDCERTIFICATION.Completeddate Explanation: Exclude participants from the NUTRITION VISITS count if they had an MCA on the same FOODINSTRUMENT.Voideddate Is Null Explanation: Exclude benefit records if voided FOODINSTRUMENTSET.Compliancebuy Equal to N Explanation: Exclude benefit records if issued for Compliance Buys FOODINSTRUMENTSET.Wicstatus Equal to I Explanation: Include participant if an infant SQL WHERE: CONVERT date, dbo.midcertification.completeddate, 101 Explanation: Remove timestamp so that the date can be compared to the Issueddate, which has a standard 12:00:00AM timestamp Certs Query CERTCONTACT.Certstartdate Equal to CERTCONTACT.Certeffectivedate Explanation: Exclude pseudo-certs MCA Query CERTCONTACT.Certstartdate Equal to CERTCONTACT.Certeffectivedate Explanation: Exclude pseudo-certs SQL WHERE: CONVERT date, dbo.v_midcertifications.completeddate, 101 Page 5
6 Explanation: Remove timestamp so that the dates entered into the PROMPTS will be included Tab 1 Counts Table 1 NUTRITION VISITS Columns WIC Type FOODINSTRUMENTSET.Wicstatus Rows Grantee See FORMULAS Agency See FORMULAS Sorted by Grantee Name Agency Name Ascending Counts State WIC ID concatenated with Issued Date Distinct See FORMULAS Table 2 - CERTIFICATIONS Columns WIC Type CERTCONTACT.Certwicstatus Rows Grantee See FORMULAS Agency See FORMULAS Sorted by Grantee Name Agency Name Ascending Counts State WIC ID concatenated with Cert Start Date Distinct See FORMULAS Page 6
7 Table 3 MIDCERTIFICATION ASSESSMENTS Columns WIC Type CERTCONTACT.Certwicstatus Rows Grantee See FORMULAS Agency See FORMULAS Sorted by Grantee Name Agency Name Ascending Counts State WIC ID concatenated with Completed Date Distinct See FORMULAS Page 7
8 Technical Notes Notes Separate queries were created for the NUTRITION VISITS table for two reasons: 1. Criteria to exclude benefits issued on the same date as MCAs results in having to pull information from the MIDCERTIFICATION table or view. Since Non-breastfeeding and Pregnant women don t have MCAs, separating the queries allowed the MCA table to be excluded for N and P women. 2. In order for each column to display correctly in the table, once the N and P queries were separated, the rest of the queries had to be separated also. The NUTRITION VISITS table was built column by column due to the separate queries. The CERTIFICATIONS and MCAs tables were built using a cross-tab. The V_Midcertifications table was used in the GMCAs Query because it has the State WIC ID, which is necessary to count records. The Statewicid was concatenated with the Issueddate, Certstartdate or Completeddate in order to make each record unique so that each would be counted with a distinct count using all resulted in 0 values. Joins to the MEMBER table were removed from all queries. The Grantee ID was used for the PROMPT instead of Agency ID because otherwise, the user would be required to enter all agency IDs for the Grantee total count. By using the Grantee ID, the total count is correct and all the agencies assigned to the Grantee display. Formulas Tab 1 - Counts Report Date report title ="Report Dates: " + FormatDateToDateUserResponse"Enter Start Date:"; "M/d/yyyy hh:mm:ss A";"MM/dd/yyyy" + " - " + FormatDateToDateUserResponse"Enter End Date:";"M/d/yyyy hh:mm:ss A";"MM/dd/yyyy" Run Date report footer ="Run Date: " + CurrentDate Page # report footer ="Page " + Page+" of "+NumberOfPages Table 1 NUTRITION VISITS Grantee row header =[NV P].[Dbo Grantee].[Name] + " " +[NV P].[Granteeid] + "" Agency row header =[Name] + " " + [Agencyid] + "" WIC Type B by Grantee/Agency =CountConcatenation[NV B].[Statewicid];[NV B].[Issueddate] Page 8
9 WIC Type C by Grantee/Agency =CountConcatenation[NV C].[Statewicid];[NV C].[Issueddate] WIC Type I by Grantee/Agency =CountConcatenation[NV I].[Statewicid];[NV I].[Issueddate] WIC Type N by Grantee/Agency =CountConcatenation[NV N].[Statewicid];[NV N].[Issueddate] WIC Type P by Grantee/Agency =CountConcatenation[NV P].[Statewicid];[NV P].[Issueddate] Total =CountConcatenation[NV P].[Statewicid];[NV P].[Issueddate] + CountConcatenation[NV N].[Statewicid];[NV N].[Issueddate] + CountConcatenation[NV B].[Statewicid];[NV B].[Issueddate] + CountConcatenation[NV C].[Statewicid];[NV C].[Issueddate] + CountConcatenation[NV I].[Statewicid];[NV I].[Issueddate] Table 2 CERTIFICATIONS cross-tab Grantee row header =[Certs].[Dbo Grantee].[Name] + " " + [Certs].[Granteeid] + "" Agency row header =[Certs].[Dbo Agency].[Name] + " " + [Certs].[Agencyid] + "" WIC Type by Grantee/Agency =CountConcatenation[Certs].[Statewicid];[Certstartdate] Total =SumCountConcatenation[Certs].[Statewicid];[Certstartdate] Table 2 MID-CERTIFICATION ASSESSMENTS cross-tab Grantee row header =[MCAs].[Dbo Grantee].[Name] + " " + [MCAs].[Granteeid] + "" Agency row header =[MCAs].[Dbo Agency].[Name] + " " + [MCAs].[Agencyid] + "" WIC Type by Grantee/Agency =CountConcatenation[MCAs].[Statewicid];[Completeddate] Total =SumCountConcatenation[MCAs].[Statewicid];[Completeddate] SQL changes are highlighted NV N Query SELECT dbo.foodinstrumentset.statewicid, dbo.foodinstrumentset.agencyid, dbo.foodinstrumentset.servicesiteid, dbo.foodinstrumentset.wicstatus, dbo.agency.name, dbo.foodinstrumentset.issueddate, dbo.grantee.granteeid, dbo.grantee.name FROM dbo.foodinstrumentset INNER JOIN dbo.certcontact ON dbo.foodinstrumentset.statewicid=dbo.certcontact.statewicid INNER JOIN dbo.foodinstrument ON dbo.foodinstrument.foodinstrumentsetid=dbo.foodinstrumentset.foodinstrumentsetid Page 9
10 INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.foodinstrumentset.agencyid INNER JOIN dbo.granteeclinic ON dbo.foodinstrumentset.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:0 dbo.foodinstrumentset.issueddate Start Date:','D','Dbo End Date:','D','Dbo Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:2 dbo.foodinstrumentset.issueddate <> dbo.certcontact.certstartdate dbo.foodinstrument.voideddate Is Null dbo.foodinstrumentset.compliancebuy = 'N' dbo.foodinstrumentset.wicstatus = 'N' NV P Query SELECT dbo.foodinstrumentset.statewicid, dbo.foodinstrumentset.agencyid, dbo.foodinstrumentset.servicesiteid, dbo.foodinstrumentset.wicstatus, dbo.agency.name, dbo.foodinstrumentset.issueddate, dbo.grantee.granteeid, dbo.grantee.name FROM dbo.foodinstrumentset INNER JOIN dbo.certcontact ON dbo.foodinstrumentset.statewicid=dbo.certcontact.statewicid INNER JOIN dbo.foodinstrument ON dbo.foodinstrument.foodinstrumentsetid=dbo.foodinstrumentset.foodinstrumentsetid INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.foodinstrumentset.agencyid INNER JOIN dbo.granteeclinic ON dbo.foodinstrumentset.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:0 dbo.foodinstrumentset.issueddate Start Date:','D','Dbo End Date:','D','Dbo Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:2 dbo.foodinstrumentset.issueddate <> dbo.certcontact.certstartdate dbo.foodinstrument.voideddate Is Null dbo.foodinstrumentset.compliancebuy = 'N' Page 10
11 dbo.foodinstrumentset.wicstatus = 'P' NV B Query SELECT dbo.foodinstrumentset.statewicid, dbo.foodinstrumentset.agencyid, dbo.foodinstrumentset.servicesiteid, dbo.foodinstrumentset.wicstatus, dbo.agency.name, dbo.foodinstrumentset.issueddate, dbo.grantee.granteeid, dbo.grantee.name FROM dbo.foodinstrument INNER JOIN dbo.foodinstrumentset ON dbo.foodinstrument.foodinstrumentsetid=dbo.foodinstrumentset.foodinstrumentsetid INNER JOIN dbo.certcontact ON dbo.certcontact.statewicid=dbo.foodinstrumentset.statewicid FULL OUTER JOIN dbo.midcertification ON dbo.midcertification.certificationid=dbo.certcontact.certificationid INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.foodinstrumentset.agencyid INNER JOIN dbo.granteeclinic ON dbo.foodinstrumentset.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:2 dbo.foodinstrumentset.issueddate Start Date:','D','Dbo End Date:','D','Dbo Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:1 dbo.foodinstrumentset.issueddate <> dbo.certcontact.certstartdate dbo.foodinstrumentset.issueddate <> CONVERTdate, dbo.midcertification.completeddate, 101 dbo.foodinstrument.voideddate Is Null dbo.foodinstrumentset.compliancebuy = 'N' dbo.foodinstrumentset.wicstatus = 'B' NV C Query SELECT dbo.foodinstrumentset.statewicid, dbo.foodinstrumentset.agencyid, dbo.foodinstrumentset.servicesiteid, dbo.foodinstrumentset.wicstatus, dbo.agency.name, dbo.foodinstrumentset.issueddate, dbo.grantee.granteeid, dbo.grantee.name Page 11
12 FROM dbo.foodinstrument INNER JOIN dbo.foodinstrumentset ON dbo.foodinstrument.foodinstrumentsetid=dbo.foodinstrumentset.foodinstrumentsetid INNER JOIN dbo.certcontact ON dbo.certcontact.statewicid=dbo.foodinstrumentset.statewicid FULL OUTER JOIN dbo.midcertification ON dbo.midcertification.certificationid=dbo.certcontact.certificationid INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.foodinstrumentset.agencyid INNER JOIN dbo.granteeclinic ON dbo.foodinstrumentset.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:2 dbo.foodinstrumentset.issueddate Start Date:','D','Dbo End Date:','D','Dbo Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:1 dbo.foodinstrumentset.issueddate <> dbo.certcontact.certstartdate dbo.foodinstrumentset.issueddate <> CONVERTdate, dbo.midcertification.completeddate, 101 dbo.foodinstrument.voideddate Is Null dbo.foodinstrumentset.compliancebuy = 'N' dbo.foodinstrumentset.wicstatus = 'C NV I Query SELECT dbo.foodinstrumentset.statewicid, dbo.foodinstrumentset.agencyid, dbo.foodinstrumentset.servicesiteid, dbo.foodinstrumentset.wicstatus, dbo.agency.name, dbo.foodinstrumentset.issueddate, dbo.grantee.granteeid, dbo.grantee.name FROM dbo.foodinstrument INNER JOIN dbo.foodinstrumentset ON dbo.foodinstrument.foodinstrumentsetid=dbo.foodinstrumentset.foodinstrumentsetid INNER JOIN dbo.certcontact ON dbo.certcontact.statewicid=dbo.foodinstrumentset.statewicid FULL OUTER JOIN dbo.midcertification ON dbo.midcertification.certificationid=dbo.certcontact.certificationid INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.foodinstrumentset.agencyid INNER JOIN dbo.granteeclinic ON dbo.foodinstrumentset.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:2 dbo.foodinstrumentset.issueddate Start Date:','D','Dbo End Date:','D','Dbo Foodinstrumentset\Issueddate',Mono,Free,Persistent,,User:1 Page 12
13 dbo.foodinstrumentset.issueddate <> dbo.certcontact.certstartdate dbo.foodinstrumentset.issueddate <> CONVERTdate, dbo.midcertification.completeddate, 101 dbo.foodinstrument.voideddate Is Null dbo.foodinstrumentset.compliancebuy = 'N' dbo.foodinstrumentset.wicstatus = 'I' Certs Query SELECT dbo.certcontact.agencyid, dbo.certcontact.servicesiteid, dbo.certcontact.statewicid, dbo.certcontact.certwicstatus, dbo.agency.name, dbo.grantee.name, dbo.grantee.granteeid, dbo.certcontact.certstartdate FROM dbo.certcontact INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.certcontact.agencyid INNER JOIN dbo.granteeclinic ON dbo.certcontact.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:2 dbo.certcontact.certstartdate Start Date:','D','Dbo End Date:','D','Dbo Certcontact\Certstartdate',Mono,Free,Persistent,,User:1 dbo.certcontact.certstartdate = dbo.certcontact.certeffectivedate MCAs Query SELECT dbo.agency.name, dbo.v_midcertifications.agencyid, dbo.v_midcertifications.servicesiteid, dbo.v_midcertifications.statewicid, dbo.certcontact.certwicstatus, dbo.grantee.name, dbo.grantee.granteeid, dbo.v_midcertifications.completeddate FROM dbo.certcontact INNER JOIN dbo.v_midcertifications ON dbo.certcontact.certificationid=dbo.v_midcertifications.certificationid INNER JOIN dbo.agency ON dbo.agency.agencyid=dbo.v_midcertifications.agencyid INNER JOIN dbo.granteeclinic ON dbo.v_midcertifications.agencyid=dbo.granteeclinic.agencyid INNER JOIN dbo.grantee ON dbo.granteeclinic.granteeid=dbo.grantee.granteeid Page 13
14 WHERE dbo.grantee.granteeid 3-digit GRANTEE ID:','N','Dbo Grantee\Granteeid',Mono,Free,Persistent,,User:2 CONVERT Date, dbo.v_midcertifications.completeddate, 101 Start Date:','D','Dbo V End Date:','D','Dbo V Midcertifications\Completeddate',Mono,Free,Persistent,,User:1 Revisions None Page 14
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