diff --git a/Care/Operations/lab_service_requests_by_category_external_vendors_ssmm.md b/Care/Operations/lab_service_requests_by_category_external_vendors_ssmm.md new file mode 100644 index 0000000..027634d --- /dev/null +++ b/Care/Operations/lab_service_requests_by_category_external_vendors_ssmm.md @@ -0,0 +1,52 @@ + +# Lab Service Requests by Category (External Vendors) - SSMM + +> Monthly count of lab service requests grouped by external vendor category and status + +## Purpose + +Returns the monthly count of lab `emr_servicerequest` records at SSMM, grouped by external vendor resource category and request status. Each row shows the month, vendor category, status, and the number of requests. + + +## Parameters + +| Parameter | Type | Description | Example | +|-----------|------|-------------|---------| +| `service_request_status` | TEXT | Filter by service request status | `'completed'` | +| `category` | TEXT | Filter by resource category title (exact match on `emr_resourcecategory.title`) | `'External Lab - Vendor A'` | +| `date` | DATE / range | Metabase date filter (bound to `sr.created_date`) | `'2026-06-01'` | + +--- + +## Query + +```sql +SELECT + TO_CHAR(DATE_TRUNC('month', sr.created_date), 'YYYY-MM') AS month, + rc.title AS category, + sr.status, + COUNT(DISTINCT sr.id) AS total_requests +FROM emr_servicerequest sr +JOIN emr_activitydefinition ad + ON ad.id = sr.activity_definition_id +CROSS JOIN LATERAL unnest(ad.charge_item_definitions) AS cid_id +JOIN emr_chargeitemdefinition cid + ON cid.id = cid_id +JOIN emr_resourcecategory rc + ON rc.id = cid.category_id +WHERE sr.deleted = FALSE + AND sr.category = 'laboratory' + AND rc.id IN (49, 50, 51, 52) + --[[AND sr.status = {{service_request_status}}]] + --[[AND rc.title = {{category}}]] + --[[AND {{date}}]] +GROUP BY DATE_TRUNC('month', sr.created_date), rc.title, sr.status +ORDER BY DATE_TRUNC('month', sr.created_date) DESC, rc.title, sr.status; +``` + +## Notes + +- `rc.id IN (49, 50, 51, 52)` is hardcoded — these correspond to the SSMM external lab vendor resource categories. Update this list if category IDs change or new vendors are added. +- Months are formatted as `YYYY-MM` for easy grouping and sorting; results are ordered with the most recent month first. + +*Last updated: 2026-06-19*