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Pull request overview
Adds new Operations query documentation pages for the Arike facility to support operational reporting across key appointment lifecycle states (booked, checked-in, in consultation, fulfilled).
Changes:
- Added a “Booked-In” (booked status) report for Arike.
- Added “Checked-In”, “In Consultation”, and “Fulfilled” reports for Arike.
- Each report includes a SQL query plus intended Metabase parameters/notes for filtering.
Reviewed changes
Copilot reviewed 4 out of 4 changed files in this pull request and generated 19 comments.
| File | Description |
|---|---|
| Care/Operations/booked_in_report_arike.md | New Arike booked appointments report (SQL + params/notes). |
| Care/Operations/checkedin_report_arike.md | New Arike checked-in appointments report (SQL + params/notes). |
| Care/Operations/fulfilled_report_arike.md | New Arike fulfilled appointments report (SQL + params/notes). |
| Care/Operations/inconsultation_report_arike.md | New Arike in-consultation appointments report (SQL + params/notes). |
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| # Booked-In Report - Arike | |||
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| | Parameter | Type | Description | Example | | ||
| |-----------|------|-------------|---------| | ||
| | `created_date` | DATE / range | Metabase date filter on the booking (see Notes for which column it binds to) | `'2026-05-25'` | | ||
| | `practitioner` | TEXT | Filter by the practitioner's full name (`first_name + last_name`, trimmed) | `'Dr Asha Menon'` | |
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| --[[AND {{created_date}}]] | ||
| --[[AND TRIM(pr.first_name || ' ' || COALESCE(pr.last_name, '')) = {{practitioner}}]] |
| - **Hardcoded values:** | ||
| - `sr.facility_id = 2` — the Arike facility ID. Update if pointing to a different facility. | ||
| - `pi.config_id = 2` — the identifier config representing the Arike ADM ID. Update if the config ID changes. | ||
| - **Metabase filters** — `[[AND {{created_date}}]]` is a field filter (bind it to the column you want to filter on in the Metabase UI, typically `ts.start_datetime`), and `[[AND TRIM(pr.first_name || ' ' || COALESCE(pr.last_name, '')) = {{practitioner}}]]` filters by the same expression used to render the `practitioner` column so the value matches what users see. |
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| *Last updated: 2026-05-25* | ||
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| *Last updated: 2026-05-25* | ||
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| | Parameter | Type | Description | Example | | ||
| |-----------|------|-------------|---------| | ||
| | `created_date` | DATE / range | Metabase date filter on the booking (see Notes for which column it binds to) | `'2026-05-25'` | | ||
| | `practitioner` | TEXT | Filter by the practitioner's full name (`first_name + last_name`, trimmed) | `'Dr Asha Menon'` | |
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| --[[AND {{created_date}}]] | ||
| --[[AND TRIM(pr.first_name || ' ' || COALESCE(pr.last_name, '')) = {{practitioner}}]] |
| - **Hardcoded values:** | ||
| - `sr.facility_id = 2` — the Arike facility ID. Update if pointing to a different facility. | ||
| - `pi.config_id = 2` — the identifier config representing the Arike ADM ID. Update if the config ID changes. | ||
| - **Metabase filters** — `[[AND {{created_date}}]]` is a field filter (bind it to the column you want to filter on in the Metabase UI, typically `ts.start_datetime`), and `[[AND TRIM(pr.first_name || ' ' || COALESCE(pr.last_name, '')) = {{practitioner}}]]` filters by the same expression used to render the `practitioner` column so the value matches what users see. |
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| *Last updated: 2026-05-25* | ||
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| ```` |
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