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Add Account Balance Report documentation #117

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sonzsara wants to merge 1 commit into
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ENG-593
Open

Add Account Balance Report documentation #117
sonzsara wants to merge 1 commit into
mainfrom
ENG-593

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Pull request overview

Adds a new query documentation page for an SSMM accounting report that lists per-account outstanding balances along with patient/encounter context and aggregated tag labels.

Changes:

  • Added Account Balance Report - SSMM markdown documentation page.
  • Documented Metabase parameters and included the full SQL query with tag aggregation CTEs.
  • Added operational notes about hardcoded identifier config and join assumptions.

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Comment thread Care/Accounting/account_balance_report_ssmm.md
Comment thread Care/Accounting/account_balance_report_ssmm.md
Comment thread Care/Accounting/account_balance_report_ssmm.md
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2 participants