AND p.

[Status] < 4
AND p.duedate >= GETDATE()

10 7 split for offsite searches

((CASE
WHEN CONVERT(DATE,om.ScheduleDate) < CONVERT(DATE,GETDATE())
AND om.outreachstatus IN ('Scheduled') THEN 'Past Due'
ELSE om.outreachstatus
END) IN ('Unscheduled', 'Scheduled', 'Past Due', 'Research', 'ReSchedule',
'Escalated', 'PNP Released') --'Unscheduled', 'Scheduled', 'Past Due', 'Research',
'ReSchedule', 'Escalated', 'PNP Released'
)
AND (lorm.Name IN ('Mail', 'Mail - CD', 'Mail - FD', 'Fax', 'Fax Outreach' ,
'Email', 'sFTP', 'Provider Portal', 'Off Site Pending') --'Mail', 'Mail - CD',
'Mail - FD', 'Fax', 'Fax Outreach' , 'Email', 'sFTP', 'Provider Portal', 'Off Site
Pending'
OR lorm.Name IS NULL
)

((CASE
WHEN CONVERT(DATE,om.ScheduleDate) < CONVERT(DATE,GETDATE())
AND om.outreachstatus IN ('Scheduled') THEN 'Past Due'
ELSE om.outreachstatus
END) IN ('Unscheduled', 'Scheduled', 'Past Due', 'Research', 'ReSchedule',
'Escalated', 'PNP Released') --'Unscheduled', 'Scheduled', 'Past Due', 'Research',
'ReSchedule', 'Escalated', 'PNP Released'
)
AND (om.RetrievalMethod IN (3,4,5,9,10,11,22,40,41) --'Mail', 'Mail - CD',
'Mail - FD', 'Fax', 'Fax Outreach' , 'Email', 'sFTP', 'Provider Portal', 'Off Site
Pending'
OR om.RetrievalMethod IS NULL
)

___________________________________________________________________________________
___________________________________________________________________________________
________________________________________________________________________________

DEFAULT FIELD TEXT

'ENTER OUTREACH GROUP IDS HERE'

'ENTER CHART IDS HERE'
'ENTER PROJECT IDS HERE'
'ENTER PHONE NUMBERS HERE'

___________________________________________________________________________________
___________________________________________________________________________________
________________________________________________________________________________

JOINS FOR SQL

FROM
Chart AS c WITH
(NOLOCK)
 LEFT JOIN ChartProvider AS cp WITH (NOLOCK)
ON cp.chartid = c.chartid
LEFT JOIN ChartPaymentAgreement AS cpa WITH
(NOLOCK) ON cpa.ChartId = c.ChartId
LEFT JOIN ChartROI AS croi WITH
(NOLOCK) ON croi.chartid = c.chartid
LEFT JOIN ChartEMR AS cemr WITH
(NOLOCK) ON cemr.chartid = c.chartid
LEFT JOIN Chartprep AS cprp WITH
(NOLOCK) ON cprp.chartid = c.chartid
LEFT JOIN ChartNotes AS cn WITH
(NOLOCK) ON cn.ChartId = c.ChartId
LEFT JOIN ChartSupplementalFiles AS csf WITH
(NOLOCK) ON csf.ChartId = c.ChartId
LEFT JOIN SpecificEncounterDOS AS sdos WITH (NOLOCK)
ON sdos.ChartID = c.ChartID
LEFT JOIN DWWorking.Prod.Master_Reporting_Table AS mt WITH (NOLOCK) ON
mt.ChartId = c.ChartId
LEFT JOIN PNPChartHistory AS pch
ON pch.chartid = c.chartid

and pch.ProjectId = c.ProjectId

and pch.SiteId = c.SiteId

LEFT JOIN Project AS p (WITH (NOLOCK)
ON p.projectid = c.projectid

AND p.status < 4

AND p.duedate > getdate()

LEFT JOIN Projectsite AS ps WITH (NOLOCK)
ON ps.ProjectId = c.ProjectId

AND ps.SiteId = c.SiteId

LEFT JOIN ProjectImport AS pi WITH
(NOLOCK) ON pi.ChartId = c.ChartId
LEFT JOIN CustomPullListData AS cpl WITH
(NOLOCK) ON cpl.ClientChartid = pi.BarcodeID

AND cpl.ProjectId = pi.ProjectId

LEFT JOIN OutreachMaster AS om WITH
(NOLOCK) ON om.OutreachId = ps.OupipitreachId
LEFT JOIN OutreachDates AS od WITH (NOLOCK)
ON od.OutreachId = ps.OutreachId
LEFT JOIN OutreachCall AS ocl WITH
(NOLOCK) ON ocl.OutreachId = ps.OutreachId
LEFT JOIN OutreachCount AS oct WITH
(NOLOCK) ON oct.OutreachId = ps.OutreachId
LEFT JOIN OutreachStatus AS os WITH
(NOLOCK) ON os.OutreachId = ps.OutreachId
LEFT JOIN OutreachBU AS obu WITH
(NOLOCK) ON obu.OutreachId = ps.OutreachId
LEFT JOIN OutreachMSId AS omsid WITH
(NOLOCK) ON omsid.OutreachId = ps.OutreachId
LEFT JOIN MasterSiteId.dbo.MSI AS omsi WITH
(nolock) ON omsi.Id = omsid.MSId
LEFT JOIN OutreachSpecialHandling AS osh WITH
(NOLOCK) ON osh.OutreachId = ps.OutreachId
LEFT JOIN OutreachPNPLog AS opl WITH
(NOLOCK) ON opl.OutreachId = ps.OutreachId
LEFT JOIN OutreachScheduleDateLog AS osd WITH
(NOLOCK) ON osd.OutreachId = ps.OutreachId
LEFT JOIN OutreachEMRDetailForm AS oef WITH
(NOLOCK) ON oef.OutreachId = ps.OutreachId
LEFT JOIN ChartFinder.dbo.OutreachOptum AS oo WITH (NOLOCK) ON
om.outreachid = oo.outreachid
LEFT JOIN ChartFinder.dbo.AppUser AS au WITH (NOLOCK)
ON au.Id = oo.Agent
LEFT JOIN (SELECT
[Name] AS AuditType,
[value] AS AuditTypeID
FROM List WITH (NOLOCK)
WHERE ListType = 'AuditType') AS AuditTypes
ON p.AuditType = AuditTypes.AuditTypeID
LEFT JOIN ProjectSite AS psr WITH
(nolock) ON psr.ProjectId = c.ProjectId

AND psr.SiteId = om.primarysiteid

AND psr.outreachid = om.outreachid

JOIN site AS si WITH

(NOLOCK) ON si.id = psr.Siteid
JOIN SiteContact AS sc WITH
(NOLOCK) ON sc.Id = psr.PrimaryContactId

AND sc.SiteId = psr.SiteId

AND sc.PrimaryFlag = 1
LEFT JOIN SiteClean AS scl WITH
(NOLOCK) ON scl.SiteCleanId = si.SiteCleanId
LEFT JOIN HealthPort_RDO AS hrdo WITH
(NOLOCK) ON hrdo.SiteId = om.primarysiteid
LEFT JOIN StateMaster AS stm WITH
(NOLOCK) ON stm.zip = si.zip

LEFT JOIN ClientBusinessUnit AS cbu WITH

(NOLOCK) ON cbu.BusinessUnitId = obu.BusinessUnitId
LEFT JOIN [DW_Operations].[dbo].[DimClient] AS cl WITH (NOLOCK)
ON cl.clientId = pi.clientId
LEFT JOIN ChartBULOB AS clb WITH
(NOLOCK) ON clb.chartid = c.chartid

LEFT JOIN MasterNotes AS mn WITH (NOLOCK)

ON mn.OutreachId = ps.outreachid
LEFT JOIN MasterNotesArchive AS mna WITH
(NOLOCK) ON mna.OutreachId = ps.outreachid

LEFT JOIN [DW_Operations]..[DimOutreach] AS do WITH (NOLOCK) ON

do.outreachid = om.outreachid
LEFT JOIN [DW_Operations]..[DimloginName] AS lgnca WITH (NOLOCK)
ON lgnca.loginnameid = om.CallAgent
-- LEFT JOIN ChartFinder.dbo.AppUser AS lgnau WITH (NOLOCK) ON
lgnau.Id =

LEFT JOIN [DW_Operations]..[DimloginName] AS sba WITH (NOLOCK)

ON sba.loginnameid = osd.ScheduledById
LEFT JOIN [DW_Operations]..[DimReviewType] AS lrwt WITH
(NOLOCK) ON lrwt.ReviewTypeID = pi.ReviewType
LEFT JOIN [DWWorking]..[API_Ultipro_Levels] AS ulti WITH (NOLOCK) ON
ulti.EmailAddress = lgnca.email
LEFT JOIN [DWWorking]..[OutreachData] AS odt WITH
(NOLOCK) ON odt.outreachid = ps.outreachid
LEFT JOIN [DW_Operations]..[DimloginName] AS cpnpr WITH (NOLOCK)
ON cpnpr.loginnameid = c.PNPReleasedById
LEFT JOIN [DW_Operations]..[DimloginName] AS cib WITH (NOLOCK)
ON cib.loginnameid = c.IndexedBy
LEFT JOIN [DW_Operations]..[DimloginName] AS cprb WITH (NOLOCK)
ON cprb.loginnameid = cprp.PrepORBy
LEFT JOIN [DW_Operations]..[DimloginName] AS sts WITH (NOLOCK)
ON sts.loginnameid = stm.Supervisor
LEFT JOIN [DW_Operations]..[DimReviewType] AS lrt WITH
(NOLOCK) ON lrt.ReviewTypeID = pi.ReviewType

LEFT JOIN List AS lrtt WITH (NOLOCK) ON

om.RetrievalTeam = lrtt.Value AND lrtt.ListType = 'RetrievalTeam'
LEFT JOIN List AS opnp WITH (NOLOCK) ON om.PNPCode =
opnp.value AND opnp.ListType = 'PNPCode'
LEFT JOIN List AS cpnp WITH (NOLOCK) ON c.PNPCode =
cpnp.value AND cpnp.ListType = 'PNPCode'
LEFT JOIN List AS lcrm WITH (NOLOCK) ON
c.RetrievalMethod = lcrm.Value AND lcrm.ListType = 'RetrievalMethod'
LEFT JOIN List AS lorm WITH (NOLOCK) ON
om.RetrievalMethod = lorm.Value AND lorm.ListType = 'RetrievalMethod'
LEFT JOIN List AS lps WITH (NOLOCK) ON p.Status =
lps.Value AND lps.ListType = 'ProjectStatus'
LEFT JOIN List AS lpss WITH (NOLOCK) ON ps.Status =
lpss.Value AND lpss.ListType = 'ProjectSiteStatus'
LEFT JOIN List AS lcs WITH (NOLOCK) ON c.[Status] =
lcs.Value AND lcs.ListType = 'ChartStatus'
LEFT JOIN List AS lst WITH (NOLOCK) ON ps.SiteType =
lst.value AND lst.listtype = 'SiteType'
LEFT JOIN List AS lot WITH (NOLOCK) ON om.outreachtype
= lot.value AND lot.listtype = 'OutreachType'
LEFT JOIN List AS lat WITH (NOLOCK) ON p.AuditType =
lat.value AND lat.listtype = 'AuditType'
LEFT JOIN List AS lpt WITH (NOLOCK) ON p.ProjectType =
lpt.Value AND lpt.ListType = 'ProjectType'
LEFT JOIN List AS lnt WITH (NOLOCK) ON mn.NoteType =
lnt.Value AND lnt.ListType = 'NotesType'
LEFT JOIN List AS lcc WITH (NOLOCK) ON c.CancelledCode
= lcc.Value AND lcc.ListType = 'CancelledCode'
LEFT JOIN List AS lpp WITH (NOLOCK) ON
ps.ProviderParticipating = lpp.Value AND lpp.ListType = 'ProviderParticipating'
LEFT JOIN List AS lemr WITH (NOLOCK) ON cemr.EMRId =
lemr.Value AND lemr.ListType = 'EMRSystem'
LEFT JOIN List AS lprp WITH (NOLOCK) ON
cprp.PrepORStatus = lprp.Value AND lprp.ListType = 'PrepORStatus'