Participant Appointment Schedule Report CLN016 (Output)

The Participant Appointment Schedule Report CLN016 (Output) allows the user to print a report that contains the upcoming appointments and group education classes for the participant or all members of their household. The report is generated when the OK button is clicked on the Generate Participant Appointment Schedule screen.

Report Title

Origin of Data Element

The title of the report will be the text "Participant Appointment Schedule" and the starting and ending date of the report. The starting and ending dates of the report will be entered on the Generate Participant Appointment Schedule screen by the user.

Format

The dates will print in MM/DD/CCYY format.

Client Name

Origin of Data Element

The value will be taken from the Member.FirstName Member.MiddleInitial and Member.LastName.

Format

The value will print in {first name} {middle initial}. {last name} format.

Client Mailing Address

Origin of Data Element

The value will be taken from the Household.MailAddress.

Format

The value will print as its literal value.

Client Mailing City

Origin of Data Element

The value will be taken from the Household.MailCity.

Format

The value will print as its literal value.

Client Mailing State

Origin of Data Element

The value will be taken from the Household.MailState.

Format

The value will print as its literal value.

Client Mailing ZIP Code

Origin of Data Element

The value will be taken from the Household.MailZIP.

Format

The value will print in #####-#### format.

Client Telephone Number

Origin of Data Element

The value will be taken from the Household.Telephone1.

Format

The value will print in ###-###-#### format.

Household ID

Origin of Data Element

The value will be taken from the Household.HouseholdID.

Format

The value will print as its literal value.

Appointment Date/Class Date (Date)

Origin of Data Element

The value will be taken from the Appointment.AppointmentDate for an appointment and the ClassSchedule.ClassDate for a group education class.

Format

The value will print in MM/DD/CCYY format.

Appointment Time/Class Time (Time)

Origin of Data Element

The value will be taken from the Appointment.AppointmentTime for an appointment and the ClassSchedule.ClassTime for a group education class.

Format

The value will print in HH:MM {AM/PM} format.

State WIC ID

Origin of Data Element

The value will be taken from the Member.StateWICID.

Format

The value will print as its literal value.

Client Name

Origin of Data Element

The value will be taken from the Member.FirstName Member.MiddleInitial and Member.LastName for the associated State WICID printed on the report detail line.

Format

The value will print in {first name} {middle initial}. {last name} format.

WIC Category

Origin of Data Element

The value will be taken from Member.WICStatus for the associated State WICID printed on the report detail line.

Format

The value will print in its literal value.

Appointment Type/Class Topic (Type/Topic)

Origin of Data Element

The value will be taken from the Appointment.AppointmentType for an appointment and the ClassType.Topic for a group education class.

Format

The value will print as its literal value.

Resource Name (Resource)

Origin of Data Element

The value will be taken from the AppointmentResource.Name.

Format

The value will print as its literal value.

Requested Date

Origin of Data Element

The value will be taken from the Appointment.CreateDate for an appointment and the ClassSchedule.CreateDate for a group education class.

Format

The value will print in MM/DD/CCYY format.

Appointment Kept (Kept)

Origin of Data Element

The value will be taken from the Appointment.AppointmentKept for an appointment and the ClassEnrollment.EnrollmentKept for a group education class.

Format

The value will print as its literal value.

Follow-up Date

Origin of Data Element

The value will be taken from the Appointment.FollowupDate for an appointment and will be blank for a group education class.

Format

The value will print in MM/DD/CCYY format.

Prescreening Comments (Comments)

Origin of Data Element

The value will be taken from the Member.PrescreeningComments.

Format

The value will print as its literal value.

Appointment Comments (Comments)

Origin of Data Element

The value will be taken from the Appointment.Comments for an appointment if comments were recorded. It will not be printed when comments were not recorded for an appointment, it and will not be printed for a group education class.

Format

The value will print as its literal value.

Follow-up Comments (Comments)

Origin of Data Element

The value will be taken from the Appointment.Comments for an appointment if comments were recorded. It will not be printed when comments were not recorded for an appointment, it and will not be printed for a group education class.

Format

The value will print as its literal value.

Filter Criteria

Appointments for Participant

When the Current Participant radio button is selected on the Generate Participant Appointment Schedule screen, only appointments and group education classes for the current participant will be included in the report.

Appointments for All Members of Current Household

When the All Members of Current Household radio button is selected on the Generate Participant Appointment Schedule screen, all appointments and group education classes for all members of the current participant's household will be included in the report.

Sort Order

Appointment/Class Date

The report will be sorted first by appointment/class date.

Appointment/Class Time

The report will be sorted by appointment/class time within appointment/class date.

State WICID

The report will be sorted by state WICID within appointment/class time.