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Add count of scan and the revenue collected query #92
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adebeec
Add documentation for Scan Revenue and Scan Count queries at SSMM
sonzsara 46e3673
Add documentation for Scan Count and revenue query at SSMM
sonzsara 3f0a071
Remove Scan Revenue documentation for SSMM
sonzsara 0380612
rename Accounting
sonzsara 948e05d
Updated aliases in revenue and scan count documentation
sonzsara 582da0e
Updated SQL queries in revenue and scan count documentation to use ca…
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| Original file line number | Diff line number | Diff line change |
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| @@ -0,0 +1,43 @@ | ||
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| # Scan Revenue - SSMM | ||
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| > Total revenue from scans charge items linked to issued/balanced invoices | ||
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| ## Purpose | ||
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| Returns the total scan/imaging revenue at SSMM by summing `total_price` of charge items whose `charge_item_definition` belongs to one of the scan resource categories (`category_id IN (32, 57)`) and which are linked to a settled invoice. | ||
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| ## Parameters | ||
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| | Parameter | Type | Description | Example | | ||
| |-----------|------|-------------|---------| | ||
| | `DATE` | DATE | Filter by date range (typically `inv.created_date` or `ci.created_date`) | `inv.created_date BETWEEN '2026-05-01' AND '2026-05-04'` | | ||
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| --- | ||
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| ## Query | ||
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| ```sql | ||
| SELECT | ||
| COALESCE(SUM(ci.total_price), 0) AS total_revenue | ||
| FROM emr_chargeitem ci | ||
| JOIN emr_chargeitemdefinition cid ON ci.charge_item_definition_id = cid.id | ||
| JOIN emr_invoice inv ON ci.paid_invoice_id = inv.id | ||
| WHERE cid.category_id IN (32,57) | ||
| AND ci.status IN ('paid', 'billed') | ||
| AND inv.deleted = FALSE | ||
| AND inv.status IN ('issued', 'balanced') | ||
| --[[AND {{DATE}}]] | ||
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| ; | ||
| ``` | ||
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| ## Notes | ||
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| - Hardcoded to `cid.category_id IN (32, 57)` — the scan / imaging resource categories. Update if these IDs change or new scan categories are added. | ||
| - `COALESCE(SUM(...), 0)` ensures the result is `0` instead of `NULL` when no rows match. | ||
| - Metabase-specific filters (`[[...]]`) allow dynamic filtering in dashboards; remove the brackets when running outside Metabase. | ||
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| *Last updated: 2026-05-04* | ||
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| ```` | ||
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| Original file line number | Diff line number | Diff line change |
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| @@ -0,0 +1,40 @@ | ||
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| # Scan Count - SSMM | ||
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| > Total count of scans charge items (in the scan resource categories) | ||
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| ## Purpose | ||
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| Returns the total number of scans (e.g. ultrasound, CT, MRI etc.) at SSMM by counting charge items whose `charge_item_definition` belongs to one of the scan resource categories (`category_id IN (32, 57)`) | ||
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| ## Parameters | ||
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| | Parameter | Type | Description | Example | | ||
| |-----------|------|-------------|---------| | ||
| | `DATE` | DATE | Filter by date range (typically `ci.created_date`) | `ci.created_date BETWEEN '2026-05-01' AND '2026-05-04'` | | ||
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| --- | ||
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| ## Query | ||
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| ```sql | ||
| SELECT | ||
| COUNT(ci.id) AS total_tests | ||
| FROM emr_chargeitem ci | ||
| JOIN emr_chargeitemdefinition cid ON ci.charge_item_definition_id = cid.id | ||
| WHERE cid.category_id IN (32,57) | ||
| AND ci.status IN ('paid', 'billed', 'billable') | ||
| --[[AND {{DATE}}]] | ||
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| ; | ||
| ``` | ||
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| ## Notes | ||
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| - Hardcoded to `cid.category_id IN (32, 57)` — the scan / imaging resource categories. Update if these category IDs change or new scan categories are added. | ||
| - Metabase-specific filters (`[[...]]`) allow dynamic filtering in dashboards. | ||
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| *Last updated: 2026-05-04* | ||
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| ```` | ||
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