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Add Active Patient Report with Patient Tags documentation and SQL query
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‎Care/Clinical/active_patient_report_with_patient_tags_arike.md‎

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# Active Patient Report with Patient Tags
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> Currently active patients at Arike with zone / place-of-care tags with the most relevant encounter or upcoming appointment date
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## Purpose
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Identifies the set of **currently active patients** at Arike and their zone and place-of-care , plus a single `date` column that reflects either their most recent encounter (within the last 100 days) or their earliest upcoming appointment (within the next 100 days).
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An "active patient" is defined as one who:
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- is **not deceased**, and
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- does **not** carry the exclusion tag (`tag_id = 70`), and
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- either has an encounter at facility 2 in the last 100 days, **or** has an upcoming booked / checked-in / in-consultation appointment at facility 2 in the next 100 days.
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## Parameters
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| Parameter | Type | Description | Example |
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|-----------|------|-------------|---------|
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| `zone_filter` | TEXT | Filter by resolved zone tag display (exact match) | `'Zone A'` |
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| `place_of_care` | TEXT | Filter by resolved place-of-care tag display (exact match) | `'Home'` |
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---
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## Query
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```sql
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WITH active_patients AS (
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SELECT DISTINCT
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ep.id AS patient_id,
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ep.name AS patient_name,
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ep.gender,
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ep.phone_number,
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pi.value AS adm,
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ep.instance_tags
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FROM emr_patient ep
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LEFT JOIN emr_patientidentifier pi
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ON ep.id = pi.patient_id
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AND pi.config_id = 2
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WHERE ep.deceased_datetime IS NULL
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AND NOT (70 = ANY(ep.instance_tags))
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AND (
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EXISTS (
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SELECT 1
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FROM emr_encounter ee
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WHERE ee.patient_id = ep.id
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AND ee.created_date >= CURRENT_DATE - INTERVAL '100 days'
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AND ee.facility_id = 2
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AND ee.deleted = FALSE
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)
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OR
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EXISTS (
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SELECT 1
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FROM emr_tokenbooking tb
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JOIN emr_tokenslot ts
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ON tb.token_slot_id = ts.id
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JOIN emr_schedulableresource sbr
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ON ts.resource_id = sbr.id
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WHERE tb.patient_id = ep.id
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AND ts.start_datetime >= CURRENT_DATE
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AND ts.start_datetime < CURRENT_DATE + INTERVAL '100 days'
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AND sbr.facility_id = 2
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AND tb.deleted = FALSE
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AND ts.deleted = FALSE
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AND tb.status IN ('booked', 'checked_in', 'in_consultation')
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)
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)
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),
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patient_tags AS (
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SELECT
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ap.patient_id,
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COALESCE(MAX(CASE WHEN et.parent_id = 55 THEN et.display END), 'unassigned') AS zone,
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COALESCE(MAX(CASE WHEN et.parent_id = 71 THEN et.display END), 'unassigned') AS place_of_care
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FROM active_patients ap
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LEFT JOIN LATERAL unnest(ap.instance_tags) AS tag_id ON TRUE
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LEFT JOIN emr_tagconfig et
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ON et.id = tag_id
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AND et.deleted = FALSE
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GROUP BY ap.patient_id
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)
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SELECT
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ap.patient_name,
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ap.phone_number,
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ap.adm,
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ap.gender,
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pt.zone,
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pt.place_of_care,
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COALESCE(
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(SELECT MAX(ee.created_date)
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FROM emr_encounter ee
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WHERE ee.patient_id = ap.patient_id
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AND ee.created_date >= CURRENT_DATE - INTERVAL '100 days'
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AND ee.facility_id = 2),
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(SELECT MIN(ts.start_datetime)
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FROM emr_tokenbooking tb
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JOIN emr_tokenslot ts
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ON tb.token_slot_id = ts.id
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JOIN emr_schedulableresource sbr
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ON ts.resource_id = sbr.id
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WHERE tb.patient_id = ap.patient_id
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AND ts.start_datetime >= CURRENT_DATE
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AND ts.start_datetime < CURRENT_DATE + INTERVAL '100 days'
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AND sbr.facility_id = 2
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AND tb.deleted = FALSE
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AND ts.deleted = FALSE
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AND tb.status IN ('booked', 'checked_in', 'in_consultation'))
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) AS date
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FROM active_patients ap
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LEFT JOIN patient_tags pt
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ON pt.patient_id = ap.patient_id
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WHERE 1=1
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--[[AND pt.zone = {{zone_filter}}]]
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--[[AND pt.place_of_care = {{place_of_care}}]]
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ORDER BY ap.patient_name;
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```
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## Notes
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- **Active-patient definition:** Encoded in the `active_patients` CTE — not deceased, not carrying tag `70`, and either has a recent encounter (last 100 days) **or** an upcoming appointment (next 100 days) at `facility_id = 2` (Arike).
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- **Hardcoded IDs:**
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- `facility_id = 2` — Arike facility.
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- `pi.config_id = 2` — ADM patient identifier configuration.
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- `70` — exclusion instance tag (patients carrying this tag are omitted).
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- `parent_id = 55` — parent tag for **zone**.
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- `parent_id = 71` — parent tag for **place of care**.
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Update any of these if the underlying configuration changes.
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- **Metabase filters:**
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- `[[AND pt.zone = {{zone_filter}}]]` and `[[AND pt.place_of_care = {{place_of_care}}]]` — exact-match filters applied on the resolved tag columns.
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- Results are ordered alphabetically by patient name.
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*Last updated: 2026-07-07*

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