Hi I'm dave and I'm new to the forum, SQL and SSRS. Thanks in advance for your assistance and patience.

I have a recall report that produces letters for every patient who needs to return to the office on a certain date based on their recall plan (a plan that determines when they should return based on their condition).

 I have another table that stores all appointments for each patients (past and present). Appointments in the recall_plans table are auto-generated whereas appointments in the appointments table where created manually. The recall plan report is not checked if a person calls in to make an appointment so often the same appointment is represented in both tables resulting in duplicate reminder letters being sent out.

I need to do two things: (I know my approach is not necessarily resolving the business problem but this is what I am tasked with)

1. I need to produce a list showing the next appointment for each patient but only if it is in the future.
2. I need to add a column to the first report showing each patient’s next appointment so someone can manually identify that duplicate letters would go out for specific patients and intervene accordingly.

Recall Report Query:

SELECT description as [Plan Name], per.first_name + ' ' + per.last_name as [Patient], substring (plan_start_date, 5,2) + '-' + substring (plan_start_date, 7,2) + '-' + substring (plan_start_date, 1,4) as [Plan Start Date], substring (nr.expected_return_date, 5,2) + '-' + substring (nr.expected_return_date, 7,2) + '-' + substring (nr.expected_return_date, 1,4) as [Expected Return Date] FROM recall_plan_mstr rp, patient_recall_plans nr, patient pt, person per WHERE rp.practice_id = nr.practice_id and rp.recall_plan_id = nr.recall_plan_id and nr.practice_id = pt.practice_id and nr.person_id = pt.person_id and per.person_id = pt.person_id and (active_plan_ind = 'Y') and rp.practice_id = '0025'

Recall Report Results:

PLAN NAME PATIENT START RETURN

OFFICE VISIT W/ DR Charles Span 04-18-2011 12-15-2011

 

Appointments Query:

select person_id, appt_date from appointments where person_id is not null group by person_id, appt_date order by person_id, appt_date desc

Appointments Results:

073C8F83-CE15-4192-8E12-00006CB5A433 20091228 073C8F83-CE15-4192-8E12-00006CB5A433 20090510 073C8F83-CE15-4192-8E12-00006CB5A433 20090301 073C8F83-CE15-4192-8E12-00006CB5A433 20081006 378A281C-FAE7-43DF-BC03-00006E386680 20110509 378A281C-FAE7-43DF-BC03-00006E386680 20110217 378A281C-FAE7-43DF-BC03-00006E386680 20110124 378A281C-FAE7-43DF-BC03-00006E386680 20110111 378A281C-FAE7-43DF-BC03-00006E386680 20101207 816D4D31-3C99-4762-878D-000097883B73 20110316 816D4D31-3C99-4762-878D-000097883B73 20101216

Questions:

1. How can I produce a list from the appointments table that results with one patient per row with only the latest appointment that is in the future? Do I need to write a cursor for that?
2. How can I comingle this list into my recall report so it has a column to the right of return column that displays the patient’s next appointment date (future only)?

Both tables have a person number GUID.

I hope i have adequately explained and provided enough information. If any additional information is needed please don’t hesitate to ask.

Thanks, dave



Software/Hardware used: