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Add documentation for lab service requests by category for external vendors #115
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52
Care/Operations/lab_service_requests_by_category_external_vendors_ssmm.md
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| # Lab Service Requests by Category (External Vendors) - SSMM | ||
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| > Monthly count of lab service requests grouped by external vendor category and status | ||
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| ## Purpose | ||
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| 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. | ||
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| ## Parameters | ||
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| | 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'` | | ||
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| --- | ||
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| ## Query | ||
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| ```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; | ||
| ``` | ||
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| ## Notes | ||
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| - `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. | ||
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| *Last updated: 2026-06-19* | ||
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