Add payment reconciliation summary documentation for SSMM

Care/Accounting/payment_reconciliation_summary_by_method_ssmm.md

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+
+# Payment Reconciliation Summary by Method - SSMM
+
+> Payment reconciliation summary with amounts split across payment methods
+
+## Purpose
+
+Aggregates active payment reconciliation records per invoice / patient / payment event and pivots the `amount` across the different payment methods (cash, credit card, debit card, cheque, DD, debit, etc.).
+
+## Parameters
+
+| Parameter | Type | Description | Example |
+|-----------|------|-------------|---------|
+| `date` | DATE | Filter by reconciliation modified date | `'2026-06-09'` |
+| `ssmm_id` | TEXT | Filter by patient SSMM ID (exact match on `emr_patientidentifier.value`) | `'SSMM-1023'` |
+
+---
+
+## Query
+
+```sql
+SELECT
+    emr_invoice.number AS invoice_number,
+    emr_patient.name AS patient_name,
+    pi.value AS ssmm_id,
+    emr_paymentreconciliation.payment_datetime,
+    emr_paymentreconciliation.status,
+    emr_paymentreconciliation.kind,
+    emr_paymentreconciliation.issuer_type,
+    emr_paymentreconciliation.reconciliation_type,
+    TRIM(COALESCE(users_user.prefix || ' ', '') || users_user.first_name || ' ' || users_user.last_name) AS updated_by,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'cash' THEN emr_paymentreconciliation.amount ELSE 0 END) AS cash,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'ccca' THEN emr_paymentreconciliation.amount ELSE 0 END) AS ccca,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'cdac' THEN emr_paymentreconciliation.amount ELSE 0 END) AS cdac,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'chck' THEN emr_paymentreconciliation.amount ELSE 0 END) AS chck,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'ddpo' THEN emr_paymentreconciliation.amount ELSE 0 END) AS ddpo,
+    SUM(CASE WHEN emr_paymentreconciliation.method = 'debc' THEN emr_paymentreconciliation.amount ELSE 0 END) AS debc
+FROM emr_paymentreconciliation
+JOIN users_user ON emr_paymentreconciliation.updated_by_id = users_user.id
+LEFT JOIN emr_invoice ON emr_paymentreconciliation.target_invoice_id = emr_invoice.id
+JOIN emr_account ON emr_paymentreconciliation.account_id = emr_account.id
+JOIN emr_patient ON emr_account.patient_id = emr_patient.id
+LEFT JOIN emr_patientidentifier pi
+    ON emr_patient.id = pi.patient_id
+   AND pi.config_id = 21
+WHERE emr_paymentreconciliation.status = 'active'
+  --[[AND DATE(emr_paymentreconciliation.modified_date) = {{date}}]]
+  --[[AND pi.value = {{ssmm_id}}]]
+GROUP BY
+    emr_invoice.number,
+    emr_patient.name,
+    pi.value,
+    emr_paymentreconciliation.payment_datetime,
+    emr_paymentreconciliation.status,
+    emr_paymentreconciliation.kind,
+    emr_paymentreconciliation.issuer_type,
+    emr_paymentreconciliation.reconciliation_type,
+    updated_by
+ORDER BY emr_paymentreconciliation.payment_datetime DESC;
+```
+
+
+## Notes
+
+- Only reconciliations with `status = 'active'` are included.
+- The patient identifier join is hardcoded to `pi.config_id = 21` which corresponds to the SSMM ID configuration — update this if the config ID changes.
+- **Metabase filters:**
+  - `[[AND DATE(emr_paymentreconciliation.modified_date) = {{date}}]]` filters by the reconciliation's modified date.
+  - `[[AND pi.value = {{ssmm_id}}]]` is an exact-match text filter on the SSMM patient ID.
+- Results are ordered by most recent `payment_datetime` first.
+
+*Last updated: 2026-06-09*