Initial Certification Processing Standards Report CLN028 (Output)

The Initial Certification Processing Standards Report CLN028 (Output) allows the user to print all applicants of a specified WIC Category or specified WIC categories who were scheduled to attend an initial certification appointment during a specified Date Range. The applicants are included in the report regardless of whether or not they kept the appointment. If participants have multiple initial certification appointments, they are printed multiple times. The report is generated when the OK button is clicked on the Generate Initial Certification Processing Standards Report screen.

Date Range

Origin of Data Element

The user records the from and to dates when the report is submitted.

Format

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

Agency

Origin of Data Element

The code value is the AgencyID column of the Appointment table for the selected records. The associated name value is the Name column of the Agency table for the corresponding code.

Format

The code is a three character value and the name is a fifty character value.

Clinic

Origin of Data Element

The code value is the ServiceSiteID column of the Appointment table for the selected records. The associated name value is the ServiceSiteName column of the ServiceSite table for the corresponding code.

Format

The code is a three character value and the name is a fifty character value.

State WIC ID

Origin of Data Element

The value will be taken from the StateWICID column of the Appointment table.

Format

This is an eight-character value.

Client Name

Origin of Data Element

The value will be taken from the FirstName, MiddleInitial and LastName columns of the Member table.

Format

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

Client Telephone Number

Origin of Data Element

The value will be taken from the Telephone1 column of the Household table.

Format

This is a ten-character value formatted XXX-XXX-XXXX.

WIC Category

Origin of Data Element

The value will be taken from the WICStatus column of the Member table.

Format

This is a one-character value.

Requested Date

Origin of Data Element

The value will be taken from the CreateDTTM column of the Appointment table.

Format

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

Appointment Date/Time

Origin of Data Element

The value will be taken from the AppointmentDate and AppointmentTime columns of the Appointment table.

Format

The date value will print in MM/DD/CCYY format and the time value will print in HH:MM {AM/PM} format.

Number of Days

Origin of Data Element

The value will be calculated as the difference between the Requested Date and the Appointment Date.

Format

This is a three-digit value.

Kept

Origin of Data Element

The value will be taken from the AppointmentKept column of the Appointment table.

Format

This is a one-character value.

Follow-up Date

Origin of Data Element

The value will be taken from the FollowupDate column of the Appointment table.

Format

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

Prescreening Comments (Comments)

Origin of Data Element

The value will be taken from the PreScreeningComments column of the Member table. It will not be printed when the value is blank or null.

Format

This is a 200-character value.

Appointment Comments (Comments)

Origin of Data Element

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

Format

This is a 500-character value.

Follow-up Comments (Comments)

Origin of Data Element

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

Format

This is a 500-character value.

Filter Criteria

Base of Data

The report includes all applicants who were scheduled to attend an initial certification appointment and fit the criteria specified on Generate Initial Certification Processing Standards Report dialog. Applicants must meet the following selection criteria. If participants have multiple initial certification appointments, they are printed multiple times.

• The AppointmentDate column of the Appointment table is between the selected from and to dates, inclusive.

• The Agency column of the Appointment table is the selected agency (for the state application) or the agency the user is signed on as (for the clinic application).

• The ServiceSiteID column of the Appointment table is one of the selected clinics.

• The WICStatus column of the Member table is one of the selected WIC categories.

• The Agency and AppointmentTypeID columns of the Appointment table map to an appointment type on the AppointmentType table whose short description equals "INIT CERT".

Sort Order

Clinic

The report will be sorted first by clinic ID.

Appointment Date

The report will be sorted by appointment date within clinic ID.

Appointment Time

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

WIC Category

The report will be sorted by WIC category within appointment time.

State WIC ID

The report will be sorted by stateWICID within WIC category.