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Added upcoming appointments col to active patient list for arike #67

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188 changes: 188 additions & 0 deletions Care/Operations/activepatients_arike.md
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# Active Patients List - Arike

> List of active patients with recent encounters or upcoming appointments, including tags and F10 questionnaire status

## Purpose

This query identifies active patients in Arike by combining two criteria: patients with encounters in the last 100 days OR patients with upcoming appointments in the next 101 days. It provides comprehensive patient information including demographics, appointment status, classification tags (zone, alerts, visit frequency, etc.), and F10 questionnaire completion status. Useful for patient management, care planning, and tracking patient engagement.

## Parameters

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `zone_filter` | TEXT | Filters by patient zone tag | `'Zone A'` |
| `alerts_filter` | TEXT | Filters by patient alerts tag | `'High Priority'` |
| `frequency_filter` | TEXT | Filters by frequency of visit tag | `'Weekly'` |
| `special_visit_filter` | TEXT | Filters by special visit tag | `'Home Visit'` |
| `cross_subsided_model_filter` | TEXT | Filters by cross-subsidized model tag | `'Subsidized'` |
| `Others_filter` | TEXT | Filters by other tags | `'Special Care'` |
| `appointment_status` | TEXT | Filters by appointment status | `'Has Appointment'` or `'No Appointment'` |

---

## Query

```sql
-- Patients with encounters in last 100 days
WITH
recent_encounters AS (
SELECT
ep.id AS patient_id,
ep.name AS patient_name,
ep.gender,
ep.phone_number,
ep.year_of_birth,
pi.value AS adm,
ee.created_date,
ep.instance_tags
FROM emr_patient ep
JOIN emr_encounter ee
ON ep.id = ee.patient_id
LEFT JOIN emr_patientidentifier pi
ON ep.id = pi.patient_id AND pi.config_id = 2
WHERE ee.created_date >= CURRENT_DATE - INTERVAL '100 days'
AND ee.facility_id = 2
AND ep.deleted = FALSE
AND ee.deleted = FALSE
AND ep.deceased_datetime IS NULL
),

-- Patients with upcoming appointments
upcoming_appointments_with_next AS (
SELECT
ep.id AS patient_id,
ep.name AS patient_name,
ep.gender,
ep.phone_number,
ep.year_of_birth,
pi.value AS adm,
ep.instance_tags,
MIN(ts.start_datetime) AS next_appointment_date,
MIN(ts.start_datetime) AS created_date
FROM emr_tokenbooking tb
JOIN emr_tokenslot ts
ON tb.token_slot_id = ts.id
JOIN emr_schedulableresource sbr
ON ts.resource_id = sbr.id
JOIN emr_patient ep
ON tb.patient_id = ep.id
LEFT JOIN emr_patientidentifier pi
ON ep.id = pi.patient_id AND pi.config_id = 2
WHERE ts.start_datetime >= CURRENT_DATE
AND ts.start_datetime < CURRENT_DATE + INTERVAL '101 days'
AND sbr.facility_id = 2
AND ep.deleted = FALSE
AND ts.deleted = FALSE
AND tb.status = 'booked'
AND ep.deceased_datetime IS NULL
GROUP BY ep.id, ep.name, ep.gender, ep.phone_number, ep.year_of_birth, pi.value, ep.instance_tags
),

-- Combine patients
active_patients_combined AS (
SELECT
patient_id, patient_name, gender, phone_number, year_of_birth,
adm, created_date, instance_tags,
NULL AS next_appointment_date
FROM recent_encounters

UNION ALL

SELECT
patient_id, patient_name, gender, phone_number, year_of_birth,
adm, created_date, instance_tags,
next_appointment_date
FROM upcoming_appointments_with_next
),

-- Get latest record per patient with next appointment
active_patients AS (
SELECT DISTINCT ON (patient_id)
patient_id,
patient_name,
gender,
phone_number,
year_of_birth,
adm,
instance_tags,
next_appointment_date
FROM active_patients_combined
ORDER BY patient_id, created_date DESC, next_appointment_date DESC NULLS LAST
),

-- Extract patient tags
patient_tags AS (
SELECT
ap.patient_id,
COALESCE(MAX(CASE WHEN et.parent_id = 55 THEN et.display END), 'Unassigned') AS zone,
MAX(CASE WHEN et.parent_id = 47 THEN et.display END) AS alerts,
COALESCE(MAX(CASE WHEN et.parent_id = 18 THEN et.display END), 'Unassigned') AS frequency_of_visit,
MAX(CASE WHEN et.parent_id = 22 THEN et.display END) AS special_visit,
COALESCE(MAX(CASE WHEN et.parent_id = 26 THEN et.display END), 'Unassigned') AS cross_subsided_model,
MAX(CASE WHEN et.id IN (66, 67, 68) THEN et.display END) AS others
FROM active_patients ap
LEFT JOIN LATERAL unnest(ap.instance_tags) AS tag_id ON TRUE
LEFT JOIN emr_tagconfig et
ON et.id = tag_id
AND et.deleted = FALSE
GROUP BY ap.patient_id
),

-- calculate f10_filled
f10_filled_patients AS (
SELECT DISTINCT patient_id
FROM emr_questionnaireresponse
WHERE questionnaire_id = 16
AND deleted = FALSE
AND patient_id IN (SELECT patient_id FROM active_patients)
)

SELECT
ap.patient_name,
ap.gender,
ap.phone_number,
ap.year_of_birth,
ap.adm,
ap.next_appointment_date AS upcoming_appointment,
CASE
WHEN ap.next_appointment_date IS NOT NULL THEN 'Has Appointment'
ELSE 'No Appointment'
END AS appointment_status,
pt.zone,
pt.alerts,
pt.frequency_of_visit,
pt.special_visit,
pt.cross_subsided_model,
pt.others,
CASE
WHEN f10.patient_id IS NOT NULL THEN 'Yes'
ELSE 'No'
END AS f10_filled
FROM active_patients ap
LEFT JOIN patient_tags pt ON pt.patient_id = ap.patient_id
LEFT JOIN f10_filled_patients f10 ON f10.patient_id = ap.patient_id
WHERE 1=1
-- [[AND pt.zone = {{zone_filter}}]]
-- [[AND pt.alerts = {{alerts_filter}}]]
-- [[AND pt.frequency_of_visit = {{frequency_filter}}]]
-- [[AND pt.special_visit = {{special_visit_filter}}]]
-- [[AND pt.cross_subsided_model = {{cross_subsided_model_filter}}]]
-- [[AND pt.others = {{Others_filter}}]]
-- [[AND CASE
-- WHEN {{appointment_status}} = 'Has Appointment' THEN ap.next_appointment_date IS NOT NULL
-- WHEN {{appointment_status}} = 'No Appointment' THEN ap.next_appointment_date IS NULL
-- ELSE TRUE
-- END]]
ORDER BY ap.patient_name;
```


## Notes

- Query is filtered to `facility_id = 2` - update this value as needed
- Uses `config_id = 2` for admission number - verify this matches your setup
- F10 questionnaire has `questionnaire_id = 16` - update if different
- Excludes deceased patients (deceased_datetime IS NULL)
- Results are ordered alphabetically by patient name

*Last updated: 2026-01-09*