From a1dcac144fc601c4119648f4ebe2004295db40a3 Mon Sep 17 00:00:00 2001
From: sonzsara <sonasara02@gmail.com>
Date: Fri, 19 Jun 2026 12:54:42 +0530
Subject: [PATCH] Add Account Balance Report documentation for SSMM

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 .../Accounting/account_balance_report_ssmm.md | 78 +++++++++++++++++++
 1 file changed, 78 insertions(+)
 create mode 100644 Care/Accounting/account_balance_report_ssmm.md

diff --git a/Care/Accounting/account_balance_report_ssmm.md b/Care/Accounting/account_balance_report_ssmm.md
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+
+# Account Balance Report - SSMM
+
+> Per-account outstanding balance with patient, encounter, and tags
+
+## Purpose
+
+Returns the current balance for each patient account at SSMM along with the SSMM patient ID, patient name, primary encounter class, billing/account status, and aggregated tag labels for both the account and the patient.
+
+
+## Parameters
+
+| Parameter | Type | Description | Example |
+|-----------|------|-------------|---------|
+| `encounter_class` | TEXT | Filter by primary encounter class (exact match on `emr_encounter.encounter_class`) | `'IMP'` |
+| `ssmm_id` | TEXT | Filter by patient SSMM ID (exact match on `emr_patientidentifier.value`) | `'SSMM-1023'` |
+
+---
+
+## Query
+
+```sql
+WITH account_tag_agg AS (
+    SELECT
+        a.id AS account_id,
+        STRING_AGG(DISTINCT tc.display, ', ') AS account_tags
+    FROM emr_account a
+    LEFT JOIN LATERAL unnest(a.tags) AS tag_id ON TRUE
+    LEFT JOIN emr_tagconfig tc
+      ON tc.id = tag_id
+     AND tc.deleted = FALSE
+    GROUP BY a.id
+),
+patient_tag_agg AS (
+    SELECT
+        p.id AS patient_id,
+        STRING_AGG(DISTINCT tc.display, ', ') AS patient_tags
+    FROM emr_patient p
+    LEFT JOIN LATERAL unnest(p.instance_tags) AS tag_id ON TRUE
+    LEFT JOIN emr_tagconfig tc
+      ON tc.id = tag_id
+     AND tc.deleted = FALSE
+    GROUP BY p.id
+)
+SELECT
+    pi.value AS ssmm_id,
+    p.name AS patient_name,
+    e.encounter_class,
+    a.total_balance,
+    a.billing_status,
+    a.status,
+    ata.account_tags,
+    pta.patient_tags
+FROM emr_account a
+JOIN emr_patient p
+  ON a.patient_id = p.id
+LEFT JOIN emr_patientidentifier pi
+  ON p.id = pi.patient_id
+ AND pi.config_id = 21
+JOIN emr_encounter e
+  ON a.primary_encounter_id = e.id
+LEFT JOIN account_tag_agg ata
+  ON a.id = ata.account_id
+LEFT JOIN patient_tag_agg pta
+  ON p.id = pta.patient_id
+WHERE 1=1
+  --[[AND e.encounter_class = {{encounter_class}}]]
+  --[[AND pi.value = {{ssmm_id}}]]
+ORDER BY total_balance DESC;
+```
+
+## Notes
+
+- `pi.config_id = 21` is hardcoded for the SSMM patient identifier configuration — update if the config id changes.
+- The join on `emr_encounter` uses `a.primary_encounter_id`, so the report only includes accounts that have a primary encounter set. 
+- Results are ordered by `total_balance` descending so the largest outstanding balances appear first.
+
+*Last updated: 2026-06-19*