Add Open Encounters Report documentation for SSMM

Care/Clinical/open_encounters_report_ssmm.md

@@ -0,0 +1,76 @@
+
+# Open Encounters Report - SSMM
+
+> List of currently open encounters (planned, in progress, or discharged) with the creating staff, patient details and SSMM ID
+
+## Purpose
+
+Operational report that surfaces every "still open" encounter at SSMM so that clinical and admin teams can follow up: close encounters that should be closed, chase pending discharges, etc. Inpatient (`imp`) encounters are only included when the patient is actually occupying a real bed.
+
+## Parameters
+
+| Parameter | Type | Description | Example |
+|-----------|------|-------------|---------|
+| `created` | DATE / range | Metabase date filter on `e.created_date` | `'2026-05-01'` |
+| `encounter_class` | TEXT | Filter by encounter class (e.g. `imp`, `amb`, `emer`) | `'imp'` |
+| `status` | TEXT | Filter by encounter status | `'in_progress'` |
+
+---
+
+## Query
+
+```sql
+SELECT
+    TRIM(u.first_name || ' ' || COALESCE(u.last_name, '')) AS staff_name,
+    p.name AS patient_name,
+    p.phone_number,
+    p.gender,
+    p.year_of_birth,
+    pi.value AS ssmm_id,
+    e.encounter_class,
+    e.status AS encounter_status,
+    e.created_date
+FROM emr_encounter e
+JOIN emr_patient p ON e.patient_id = p.id
+JOIN users_user u ON e.created_by_id = u.id
+LEFT JOIN emr_patientidentifier pi ON e.patient_id = pi.patient_id AND pi.config_id = 21
+WHERE e.deleted = FALSE
+  AND p.deleted = FALSE
+  AND e.status IN ('planned', 'in_progress', 'discharged')
+  AND (
+    e.encounter_class != 'imp'
+    OR EXISTS (
+      SELECT 1
+      FROM emr_facilitylocationencounter fle
+      JOIN emr_facilitylocation fl ON fle.location_id = fl.id
+      WHERE fle.encounter_id = e.id
+        AND fle.deleted = FALSE
+        AND fl.deleted = FALSE
+        AND fl.status = 'active'
+        AND fl.form = 'bd'
+        AND fl.root_location_id != 300
+    )
+  )
+  --[[AND {{created}}]]
+  --[[AND e.encounter_class = {{encounter_class}}]]
+  --[[AND e.status = {{status}}]]
+ORDER BY e.created_date DESC;
+```
+
+
+## Notes
+
+- **Open encounter definition** — `e.status IN ('planned', 'in_progress', 'discharged')`. `discharged` is included because such encounters are not yet financially / clinically closed 
+- **Inpatient filter** — for `encounter_class = 'imp'`, the encounter is only included if the patient currently has at least one **real, active bed** assigned via `emr_facilitylocationencounter`. The bed must be:
+  - `form = 'bd'` (a bed-type location),
+  - `status = 'active'` and not deleted,
+  - and not under the fake-beds root (`root_location_id != 300`).
+  - Non-inpatient encounters (`amb`, `emer`, etc.) bypass this check.
+- **Hardcoded values:**
+  - `pi.config_id = 21` — the identifier config representing the SSMM ID. Update if the config ID changes.
+  - `fl.root_location_id != 300` — excludes the fake beds root. Update if the fake-beds root ID changes.
+- **Metabase filters** — allow dashboard users to narrow down by date, class, or status.
+- Results are ordered by most recently created encounter first.
+
+*Last updated: 2026-05-22*
+