initial commit

.gitignore

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+*.csv
+*.xlsx
+*.xls
+*.parquet
+*.html
+*.png
+*.jpg
+*.jpeg
+*.log
+*.tmp
+.tmp/
+.vscode/
+.claude/
+.openpackage/
+

00_copied_reference/README.md

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+# Copied Reference Queries
+
+These files were copied from the working `Snowflake-Queries` repo because they were already explicitly template-like.
+
+Use these as reference examples, not as the first place to start a new query. Several contain historic assumptions such as Norfolk and Waveney geography, hardcoded SNOMED codes, or notes that were current when the original work was done.
+
+For new work, start from the cleaned templates in the numbered folders at the repo root.
+
+## Contents
+
+- `medicine_lookup_checks/`: original short checks for prescribing or dispensing by VTM or VMP.
+- `pqs_long_format/`: original PQS long-format and rolling-period templates.
+- `useful_short_queries/`: original compact lookup, freshness, price/unit, and practice-list queries.
+
+The original `CheckPrescribingByPseudo.sql` file was deliberately not copied because it contains a hardcoded patient pseudonym.

00_copied_reference/medicine_lookup_checks/CheckDispeningByVMP.sql

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+-- Snowflake version: Check dispensing by VMP (Virtual Medicinal Product)
+-- Uses GPMeds dispensing data from NATIONAL.GPMED
+
+WITH SnomedCodes AS (
+    SELECT "ProductSnomedCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "MedicinalLatestSnomedCode" = '40326811000001109'  -- Specific VMP
+),
+LatestPeriod AS (
+    SELECT MAX("ProcessingPeriodDate") AS MaxPeriodDate
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+)
+SELECT
+    gpm."ProcessingPeriodDate",
+    dos."OrganisationName",
+    COUNT(DISTINCT gpm."PatientPseudonym") AS UniquePatientCount,
+    SUM(gpm."ItemCount") AS TotalItemsDispensed,
+    SUM(gpm."PaidQuantity") AS TotalQuantityDispensed
+FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare" gpm
+INNER JOIN SnomedCodes sc ON gpm."PaiddmdCode" = sc."ProductSnomedCode"
+LEFT JOIN DATA_HUB.DWH."DimOrganisationAndSite" dos
+    ON gpm."CostCentreODSCode" = dos."SiteCode"
+CROSS JOIN LatestPeriod lp
+WHERE gpm."ProcessingPeriodDate" > DATEADD(MONTH, -12, lp.MaxPeriodDate)
+    AND gpm."ProcessingPeriodDate" <= lp.MaxPeriodDate
+GROUP BY gpm."ProcessingPeriodDate", dos."OrganisationName", gpm."CostCentreODSCode"
+ORDER BY gpm."ProcessingPeriodDate", dos."OrganisationName";

00_copied_reference/medicine_lookup_checks/CheckDispeningByVTM.sql

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+-- Snowflake version: Check dispensing by VTM (Virtual Therapeutic Moiety)
+-- Uses GPMeds dispensing data from NATIONAL.GPMED
+
+WITH SnomedCodes AS (
+    SELECT "ProductSnomedCode", "ProductDescription"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "TherapeuticMoietySnomedCode" = '41145911000001106'  -- Tirzepatide VTM
+),
+LatestPeriod AS (
+    SELECT MAX("ProcessingPeriodDate") AS MaxPeriodDate
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+)
+SELECT *
+FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare" gpm
+INNER JOIN SnomedCodes sc ON gpm."PaiddmdCode" = sc."ProductSnomedCode"
+CROSS JOIN LatestPeriod lp
+WHERE gpm."ProcessingPeriodDate" > DATEADD(MONTH, -1, lp.MaxPeriodDate)
+    AND gpm."ProcessingPeriodDate" <= lp.MaxPeriodDate
+limit 100;
+
+
+SELECT
+    COUNT(DISTINCT gpm."PatientPseudonym") AS UniquePatientCount,
+    MAX(gpm."ProcessingPeriodDate") AS LatestPeriod
+FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare" gpm
+INNER JOIN SnomedCodes sc ON gpm."PaiddmdCode" = sc."ProductSnomedCode"
+CROSS JOIN LatestPeriod lp
+WHERE gpm."ProcessingPeriodDate" > DATEADD(MONTH, -1, lp.MaxPeriodDate)
+    AND gpm."ProcessingPeriodDate" <= lp.MaxPeriodDate;

00_copied_reference/medicine_lookup_checks/CheckPrescribingByVMP.sql

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+-- Snowflake version: Check prescribing by VMP (Virtual Medicinal Product)
+-- Uses unified PrimaryCareMedication table (combines EMIS + TPP)
+
+SET StartDate = '2025-04-01';
+SET EndDate = '2025-07-31';
+
+WITH SnomedCodes AS (
+    SELECT "ProductSnomedCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "MedicinalLatestSnomedCode" = '40326811000001109'  -- Specific VMP
+)
+SELECT DISTINCT
+    pcm."PatientPseudonym",
+    pcm."DateMedicationStart" AS EffectiveDate,
+    CAST(pcm."Quantity" AS VARCHAR(20)) AS Quantity
+FROM DATA_HUB.PHM."PrimaryCareMedication" pcm
+INNER JOIN SnomedCodes sc ON pcm."SNOMEDCode" = sc."ProductSnomedCode"
+WHERE pcm."DateMedicationStart" BETWEEN $StartDate AND $EndDate
+    AND pcm."PatientPseudonym" IS NOT NULL;

00_copied_reference/medicine_lookup_checks/CheckPrescribingByVTM.sql

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+-- Snowflake version: Check prescribing by VTM (Virtual Therapeutic Moiety)
+-- Uses unified PrimaryCareMedication table (combines EMIS + TPP)
+
+SET StartDate = '2025-11-01';
+SET EndDate = '2025-12-31';
+
+WITH SnomedCodes AS (
+    SELECT "ProductSnomedCode", "ProductDescription"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "TherapeuticMoietySnomedCode" = '41145911000001106'  -- Tirzepatide VTM
+)
+SELECT DISTINCT
+    dos."OrganisationName",
+    dp."PersonKey",
+    pcm."DateMedicationStart" AS EffectiveDate,
+    sc."ProductDescription",
+    CAST(pcm."Quantity" AS VARCHAR(20)) AS Quantity,
+    pcm."QuantityText" AS Dosage
+FROM DATA_HUB.PHM."PrimaryCareMedication" pcm
+INNER JOIN DATA_HUB.DWH."DimPerson" dp
+    ON pcm."PatientPseudonym" = dp."PatientPseudonym"
+INNER JOIN SnomedCodes sc
+    ON pcm."SNOMEDCode" = sc."ProductSnomedCode"
+INNER JOIN DATA_HUB.DWH."DimOrganisationAndSite" dos
+    ON dp."CurrentGeneralPractice" = dos."SiteCode"
+WHERE pcm."DateMedicationStart" BETWEEN $StartDate AND $EndDate
+    AND pcm."PatientPseudonym" IS NOT NULL
+    AND dos."OrganisationSubType" = 'GP Practice'
+    AND dos."IsSiteNorfolkAndWaveney" = 'Yes'
+    AND dos."IsSiteActive" = 'Yes';

00_copied_reference/medicine_lookup_checks/CheckPrescribingByVTMMonthlyCount.sql

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+-- Snowflake version: Check prescribing by VTM (Virtual Therapeutic Moiety)
+-- Uses unified PrimaryCareMedication table (combines EMIS + TPP)
+
+SET StartDate = '2025-05-01';
+SET EndDate = '2025-11-30';
+
+WITH SnomedCodes AS (
+    SELECT "ProductSnomedCode", "ProductDescription"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "TherapeuticMoietySnomedCode" = '41145911000001106'  -- Tirzepatide VTM
+)
+SELECT
+    DATE_TRUNC('MONTH', pcm."DateMedicationStart") AS PrescribingMonth,
+    COUNT(DISTINCT dp."PersonKey") AS UniquePatientCount
+FROM DATA_HUB.PHM."PrimaryCareMedication" pcm
+INNER JOIN DATA_HUB.DWH."DimPerson" dp
+    ON pcm."PatientPseudonym" = dp."PatientPseudonym"
+INNER JOIN SnomedCodes sc
+    ON pcm."SNOMEDCode" = sc."ProductSnomedCode"
+INNER JOIN DATA_HUB.DWH."DimOrganisationAndSite" dos
+    ON dp."CurrentGeneralPractice" = dos."SiteCode"
+WHERE pcm."DateMedicationStart" BETWEEN $StartDate AND $EndDate
+    AND pcm."PatientPseudonym" IS NOT NULL
+    AND dos."OrganisationSubType" = 'GP Practice'
+    AND dos."IsSiteNorfolkAndWaveney" = 'Yes'
+    AND dos."IsSiteActive" = 'Yes'
+GROUP BY DATE_TRUNC('MONTH', pcm."DateMedicationStart")
+ORDER BY PrescribingMonth

00_copied_reference/medicine_lookup_checks/CheckPrescribingByVTM_3Months.sql

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+-- Snowflake version: Check prescribing by VTM for last 3 months
+-- Uses unified PrimaryCareMedication table (combines EMIS + TPP)
+-- Dynamically calculates date range from latest data
+
+WITH LatestDate AS (
+    SELECT DATEADD(DAY, 1, MAX("DateMedicationStart")::DATE) AS EndDate
+    FROM DATA_HUB.PHM."PrimaryCareMedication"
+    WHERE "DateMedicationStart" >= DATEADD(MONTH, -6, CURRENT_DATE())
+),
+DateRange AS (
+    SELECT
+        EndDate,
+        DATEADD(MONTH, -3, EndDate) AS StartDate
+    FROM LatestDate
+),
+SnomedCodes AS (
+    SELECT "ProductSnomedCode", "ProductDescription"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "TherapeuticMoietySnomedCode" = '775477008'  -- Tirzepatide VTM
+),
+AllPatients AS (
+    SELECT DISTINCT pcm."PatientPseudonym"
+    FROM DATA_HUB.PHM."PrimaryCareMedication" pcm
+    INNER JOIN SnomedCodes sc ON pcm."SNOMEDCode" = sc."ProductSnomedCode"
+    CROSS JOIN DateRange dr
+    WHERE pcm."DateMedicationStart" > dr.StartDate
+        AND pcm."DateMedicationStart" <= dr.EndDate
+        AND pcm."PatientPseudonym" IS NOT NULL
+)
+SELECT
+    COUNT(DISTINCT "PatientPseudonym") AS UniquePatientCount,
+    (SELECT StartDate FROM DateRange) AS StartDate,
+    (SELECT EndDate FROM DateRange) AS EndDate
+FROM AllPatients;

00_copied_reference/pqs_long_format/_period_generator.sql

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+-- ==============================================================================
+-- PERIOD GENERATOR - Phase 7 Long Format Output
+-- ==============================================================================
+-- This file contains the reusable recursive CTE pattern for generating
+-- dynamic rolling periods from June 2025 to the current month.
+--
+-- Requirements:
+-- - Earliest period: ends 2025-06-30 (hardcoded)
+-- - Latest period: ends at last day of current month (dynamic)
+-- - One period per month from June 2025 to current month
+-- - 12-month lookback for M1, M2, M3, M5, M6, M7, M8
+-- - 6-month lookback for M4 (Female UTI)
+--
+-- Example output (run 2026-01-29):
+--   8 periods: Jun 25, Jul 25, Aug 25, Sep 25, Oct 25, Nov 25, Dec 25, Jan 26
+-- ==============================================================================
+
+-- ==============================================================================
+-- RECURSIVE CTE PATTERN (Copy this into each measure query)
+-- ==============================================================================
+
+WITH RECURSIVE date_periods AS (
+    -- Anchor: first period ends June 2025
+    SELECT DATE '2025-06-30' AS period_end_date
+    UNION ALL
+    -- Recurse: add one month until we reach current month
+    SELECT LAST_DAY(DATEADD(MONTH, 1, period_end_date))
+    FROM date_periods
+    WHERE period_end_date < LAST_DAY(CURRENT_DATE())
+),
+
+-- Calculate start dates for both 12-month and 6-month lookbacks
+rolling_periods AS (
+    SELECT
+        CAST(DATEADD(MONTH, -11, DATE_TRUNC('MONTH', period_end_date)) AS DATE) AS "PeriodStartDate_12m",
+        CAST(DATEADD(MONTH, -5, DATE_TRUNC('MONTH', period_end_date)) AS DATE) AS "PeriodStartDate_6m",
+        CAST(period_end_date AS DATE) AS "PeriodEndDate"
+    FROM date_periods
+)
+
+SELECT * FROM rolling_periods ORDER BY "PeriodEndDate";
+
+-- ==============================================================================
+-- EXPECTED OUTPUT (as of January 2026)
+-- ==============================================================================
+-- PeriodEndDate    PeriodStartDate_12m    PeriodStartDate_6m
+-- 2025-06-30       2024-07-01             2025-01-01
+-- 2025-07-31       2024-08-01             2025-02-01
+-- 2025-08-31       2024-09-01             2025-03-01
+-- 2025-09-30       2024-10-01             2025-04-01
+-- 2025-10-31       2024-11-01             2025-05-01
+-- 2025-11-30       2024-12-01             2025-06-01
+-- 2025-12-31       2025-01-01             2025-07-01
+-- 2026-01-31       2025-02-01             2025-08-01
+--
+-- 8 periods total (June 2025 through January 2026)
+-- ==============================================================================
+
+-- ==============================================================================
+-- USAGE NOTES
+-- ==============================================================================
+-- 1. For 12-month measures (M1, M2, M3, M5, M6, M7, M8):
+--    Filter data WHERE date_column BETWEEN "PeriodStartDate_12m" AND "PeriodEndDate"
+--
+-- 2. For 6-month measure (M4):
+--    Filter data WHERE date_column BETWEEN "PeriodStartDate_6m" AND "PeriodEndDate"
+--
+-- 3. The recursive CTE is dynamic:
+--    - Running in January 2026 → 8 periods
+--    - Running in February 2026 → 9 periods
+--    - Running in June 2026 → 13 periods
+--
+-- 4. This pattern should be included at the START of each measure query
+--    before the main data CTEs.
+-- ==============================================================================
+
+-- ==============================================================================
+-- DATA AVAILABILITY NOTES
+-- ==============================================================================
+-- DISPENSING (NATIONAL.GPMED.MedicinesDispensedInPrimarycare):
+--   Max date: ~2025-07 (updates monthly)
+--   Min date: 2018-04
+--   Coverage: 7+ years — all periods will have full data
+--
+-- PRESCRIBING (REPORTING_DATASETS_ICB.SCRATCHPAD.MEDS__UnifiedPrescribingTable):
+--   Max date: ~2026-01 (updates frequently)
+--   Min date: 2024-01
+--   Coverage: ~2 years — earlier periods may have partial/no data
+--   Note: Periods with PeriodStartDate before 2024-01 will show no prescribing data
+-- ==============================================================================

00_copied_reference/pqs_long_format/_rolling_periods_template.sql

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+-- ==============================================================================
+-- ROLLING PERIODS TEMPLATE - Phase 7 Long Format Output
+-- ==============================================================================
+-- This file documents the reusable CTE patterns for generating rolling time
+-- periods for both dispensing and prescribing data sources.
+--
+-- Key considerations:
+-- - Dispensing data: 2018-04 to 2025-07 (88 months) - full historical coverage
+-- - Prescribing data: 2024-01 to 2026-01 (25 months) - LIMITED HISTORY
+--   (prescribing period 2 will have partial/no data)
+--
+-- IMPORTANT: Each data source has its own MAX date, so periods must be
+-- calculated separately within each UNION ALL branch.
+-- ==============================================================================
+
+-- ==============================================================================
+-- PATTERN 1: 12-MONTH ROLLING PERIODS (for M1, M2, M3, M5, M6, M7, M8)
+-- ==============================================================================
+-- Generates 3 rolling periods covering approximately 3 years:
+--   Period 0: Most recent 12 months
+--   Period 1: 12-24 months ago
+--   Period 2: 24-36 months ago
+
+/*
+-- DISPENSING DATA version:
+WITH max_dates_disp AS (
+    SELECT MAX("ProcessingPeriodDate") AS max_date
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+),
+period_offsets AS (
+    SELECT 0 AS period_offset UNION ALL
+    SELECT 1 UNION ALL
+    SELECT 2
+),
+rolling_periods_12m AS (
+    SELECT
+        period_offset,
+        CAST(DATEADD(MONTH, -11, DATE_TRUNC('MONTH', DATEADD(MONTH, -12 * period_offset, max_date))) AS DATE) AS period_start_date,
+        CAST(LAST_DAY(DATEADD(MONTH, -12 * period_offset, max_date)) AS DATE) AS period_end_date
+    FROM period_offsets, max_dates_disp
+)
+-- Then filter data WHERE "ProcessingPeriodDate" BETWEEN period_start_date AND period_end_date
+
+-- Example output (as of July 2025):
+-- Period 0: 2024-08-01 to 2025-07-31
+-- Period 1: 2023-08-01 to 2024-07-31
+-- Period 2: 2022-08-01 to 2023-07-31
+*/
+
+-- ==============================================================================
+-- PATTERN 2: 6-MONTH ROLLING PERIODS (for M4 - Female UTI)
+-- ==============================================================================
+-- Generates 6 rolling periods covering approximately 3 years:
+--   Period 0: Most recent 6 months
+--   Period 1: 6-12 months ago
+--   Period 2: 12-18 months ago
+--   ...etc
+
+/*
+WITH max_dates_disp AS (
+    SELECT MAX("ProcessingPeriodDate") AS max_date
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+),
+period_offsets AS (
+    SELECT 0 AS period_offset UNION ALL
+    SELECT 1 UNION ALL
+    SELECT 2 UNION ALL
+    SELECT 3 UNION ALL
+    SELECT 4 UNION ALL
+    SELECT 5
+),
+rolling_periods_6m AS (
+    SELECT
+        period_offset,
+        CAST(DATEADD(MONTH, -5, DATE_TRUNC('MONTH', DATEADD(MONTH, -6 * period_offset, max_date))) AS DATE) AS period_start_date,
+        CAST(LAST_DAY(DATEADD(MONTH, -6 * period_offset, max_date)) AS DATE) AS period_end_date
+    FROM period_offsets, max_dates_disp
+)
+-- Then filter data WHERE "ProcessingPeriodDate" BETWEEN period_start_date AND period_end_date
+
+-- Example output (as of July 2025):
+-- Period 0: 2025-02-01 to 2025-07-31
+-- Period 1: 2024-08-01 to 2025-01-31
+-- Period 2: 2024-02-01 to 2024-07-31
+-- Period 3: 2023-08-01 to 2024-01-31
+-- Period 4: 2023-02-01 to 2023-07-31
+-- Period 5: 2022-08-01 to 2023-01-31
+*/
+
+-- ==============================================================================
+-- COMBINED DISPENSING + PRESCRIBING TEMPLATE
+-- ==============================================================================
+-- Each data source calculates periods from its own MAX date, then combines
+-- with UNION ALL. The DataSource column distinguishes them.
+
+/*
+WITH
+-- =========================
+-- DISPENSING PERIODS
+-- =========================
+max_dates_disp AS (
+    SELECT MAX("ProcessingPeriodDate") AS max_date
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+),
+period_offsets AS (
+    SELECT 0 AS period_offset UNION ALL SELECT 1 UNION ALL SELECT 2
+),
+disp_periods AS (
+    SELECT
+        period_offset,
+        CAST(DATEADD(MONTH, -11, DATE_TRUNC('MONTH', DATEADD(MONTH, -12 * period_offset, max_date))) AS DATE) AS period_start_date,
+        CAST(LAST_DAY(DATEADD(MONTH, -12 * period_offset, max_date)) AS DATE) AS period_end_date
+    FROM period_offsets, max_dates_disp
+),
+
+-- =========================
+-- PRESCRIBING PERIODS
+-- =========================
+max_dates_pres AS (
+    SELECT MAX("DateMedicationStart") AS max_date
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"
+    WHERE "DateMedicationStart" IS NOT NULL
+),
+pres_periods AS (
+    SELECT
+        period_offset,
+        CAST(DATEADD(MONTH, -11, DATE_TRUNC('MONTH', DATEADD(MONTH, -12 * period_offset, max_date))) AS DATE) AS period_start_date,
+        CAST(LAST_DAY(DATEADD(MONTH, -12 * period_offset, max_date)) AS DATE) AS period_end_date
+    FROM period_offsets, max_dates_pres
+),
+
+-- =========================
+-- DATA QUERIES (example structure)
+-- =========================
+disp_data AS (
+    SELECT
+        org."OrganisationName",
+        dp.period_start_date AS "PeriodStartDate",
+        dp.period_end_date AS "PeriodEndDate",
+        'Dispensing' AS "DataSource",
+        -- ... aggregations
+    FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare" meds
+    CROSS JOIN disp_periods dp
+    JOIN DATA_HUB.DWH."DimOrganisationAndSite" org ON ...
+    WHERE meds."ProcessingPeriodDate" BETWEEN dp.period_start_date AND dp.period_end_date
+    GROUP BY org."OrganisationName", dp.period_start_date, dp.period_end_date
+),
+
+pres_data AS (
+    SELECT
+        org."OrganisationName",
+        pp.period_start_date AS "PeriodStartDate",
+        pp.period_end_date AS "PeriodEndDate",
+        'Prescribing' AS "DataSource",
+        -- ... aggregations
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    CROSS JOIN pres_periods pp
+    JOIN DATA_HUB.DWH."DimOrganisationAndSite" org ON ...
+    WHERE rx."DateMedicationStart" BETWEEN pp.period_start_date AND pp.period_end_date
+    GROUP BY org."OrganisationName", pp.period_start_date, pp.period_end_date
+)
+
+-- =========================
+-- UNPIVOT TO LONG FORMAT
+-- =========================
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", "DataSource",
+       'M1' AS "Measure", 'IndicatorA' AS "Indicator", CAST("IndicatorA" AS FLOAT) AS "Value"
+FROM disp_data
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", "DataSource",
+       'M1' AS "Measure", 'IndicatorB' AS "Indicator", CAST("IndicatorB" AS FLOAT) AS "Value"
+FROM disp_data
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", "DataSource",
+       'M1' AS "Measure", 'IndicatorA' AS "Indicator", CAST("IndicatorA" AS FLOAT) AS "Value"
+FROM pres_data
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", "DataSource",
+       'M1' AS "Measure", 'IndicatorB' AS "Indicator", CAST("IndicatorB" AS FLOAT) AS "Value"
+FROM pres_data
+*/
+
+-- ==============================================================================
+-- DATE RANGE NOTES
+-- ==============================================================================
+-- As of January 2026:
+--
+-- DISPENSING (NATIONAL.GPMED.MedicinesDispensedInPrimarycare):
+--   Max date: 2025-07-01
+--   Min date: 2018-04-01
+--   Coverage: 88 months (7+ years)
+--   All 3 rolling periods have full data
+--
+-- PRESCRIBING (REPORTING_DATASETS_ICB.SCRATCHPAD.MEDS__UnifiedPrescribingTable):
+--   Max date: 2026-01-06
+--   Min date: 2024-01-06
+--   Coverage: 25 months (~2 years)
+--   Period 0: Full data
+--   Period 1: Full data
+--   Period 2: PARTIAL OR NO DATA (starts 2023-02, but data begins 2024-01)
+--
+-- This asymmetry is expected - prescribing data is newer than dispensing.
+-- ==============================================================================

00_copied_reference/pqs_long_format/_unified_template.sql

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+-- ==============================================================================
+-- UNIFIED SQL TEMPLATE - Phase 7 Long Format Output
+-- ==============================================================================
+-- This template shows the complete pattern for converting measures to long format
+-- with both dispensing and prescribing data sources and rolling time periods.
+--
+-- Output columns (7 standard columns):
+--   OrganisationName  - GP Practice name
+--   PeriodStartDate   - Start of the time window (DATE type)
+--   PeriodEndDate     - End of the time window (DATE type)
+--   DataSource        - 'Dispensing' or 'Prescribing'
+--   Measure           - Measure identifier (e.g., 'M2')
+--   Indicator         - Metric name (e.g., 'TotalPrescriptions')
+--   Value             - The metric value (FLOAT type)
+--
+-- Key patterns:
+-- 1. Recursive CTE generates all periods from June 2025 to current month
+-- 2. Cross join practices with periods for all combinations
+-- 3. Left join dispensing data filtered by date range per period
+-- 4. Inner join prescribing data filtered by date range per period
+-- 5. UNION ALL to unpivot wide indicators into long format
+-- 6. UNION ALL to combine dispensing and prescribing data sources
+-- ==============================================================================
+
+-- ==============================================================================
+-- SECTION 1: RECURSIVE PERIOD GENERATOR
+-- Copy this section to all measure queries unchanged
+-- ==============================================================================
+
+WITH RECURSIVE date_periods AS (
+    -- Anchor: first period ends June 2025
+    SELECT DATE '2025-06-30' AS period_end_date
+    UNION ALL
+    -- Recurse: add one month until we reach current month
+    SELECT LAST_DAY(DATEADD(MONTH, 1, period_end_date))
+    FROM date_periods
+    WHERE period_end_date < LAST_DAY(CURRENT_DATE())
+),
+rolling_periods AS (
+    SELECT
+        -- For 12-month measures (M1, M2, M3, M5, M6, M7, M8):
+        CAST(DATEADD(MONTH, -11, DATE_TRUNC('MONTH', period_end_date)) AS DATE) AS "PeriodStartDate",
+        -- For 6-month measures (M4), use this instead:
+        -- CAST(DATEADD(MONTH, -5, DATE_TRUNC('MONTH', period_end_date)) AS DATE) AS "PeriodStartDate",
+        CAST(period_end_date AS DATE) AS "PeriodEndDate"
+    FROM date_periods
+),
+
+-- ==============================================================================
+-- SECTION 2: COMMON REFERENCE TABLES
+-- Adapt these CTEs based on measure requirements
+-- ==============================================================================
+
+practices AS (
+    -- Norfolk & Waveney GP practices
+    SELECT DISTINCT "OrganisationCode", "OrganisationName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "IsSiteNorfolkAndWaveney" = 'Yes'
+      AND "IsSiteActive" = 'Yes'
+      AND "OrganisationSubType" = 'GP Practice'
+),
+practice_periods AS (
+    -- Cross join: all practices × all periods
+    SELECT
+        p."OrganisationCode",
+        p."OrganisationName",
+        rp."PeriodStartDate",
+        rp."PeriodEndDate"
+    FROM practices p
+    CROSS JOIN rolling_periods rp
+),
+ooh_providers AS (
+    -- Out of Hours provider organisations (for prescribing data)
+    SELECT DISTINCT "OrganisationCode"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "IsSiteActive" = 'Yes'
+      AND ("OrganisationName" LIKE '%INTEGRATED CARE%'
+           OR "OrganisationName" LIKE '%IC24%'
+           OR "OrganisationCode" = 'Y02751')
+),
+patients AS (
+    -- All patients with a registered GP (adapt age/gender filters per measure)
+    SELECT p."PersonKey", p."PatientPseudonym", p."PHMGeneralPractice" AS "GP"
+    FROM DATA_HUB.DWH."DimPerson" p
+    WHERE p."PHMGeneralPractice" IS NOT NULL
+      AND p."PHMGeneralPractice" <> '*'
+),
+
+-- ==============================================================================
+-- SECTION 3: DISPENSING DATA AGGREGATION
+-- Adapt the SELECT, JOIN, WHERE, and GROUP BY for each measure
+-- ==============================================================================
+
+dispensing_agg AS (
+    SELECT
+        pp."OrganisationName",
+        pp."PeriodStartDate",
+        pp."PeriodEndDate",
+        -- Measure-specific aggregations (example: M2 duration)
+        COUNT(DISTINCT meds."PatientPseudonym") AS "UniquePatients",
+        COUNT(*) AS "TotalPrescriptions",
+        SUM(
+            CASE
+                WHEN (LEFT(meds."PaidBNFCode", 9) IN ('0501030I0', '0501030Z0') AND meds."PaidQuantity" > 6) THEN 1
+                WHEN (LEFT(meds."PaidBNFCode", 9) = '0501013B0' AND meds."PaidQuantity" > 15) THEN 1
+                ELSE 0
+            END
+        ) AS "PrescriptionsMoreThan5Days"
+    FROM practice_periods pp
+    LEFT JOIN NATIONAL.GPMED."MedicinesDispensedInPrimarycare" meds
+        ON pp."OrganisationCode" = meds."CostCentreODSCode"
+        AND meds."ProcessingPeriodDate" BETWEEN pp."PeriodStartDate" AND pp."PeriodEndDate"
+        -- Measure-specific BNF code filter
+        AND LEFT(meds."PaidBNFCode", 9) IN ('0501030I0', '0501030Z0', '0501013B0')
+    LEFT JOIN DATA_HUB.DWH."DimPerson" dp
+        ON dp."PatientPseudonym" = meds."PatientPseudonym"
+    -- Y02751 exclusion: exclude OOH provider's own registered patients
+    WHERE (pp."OrganisationCode" <> 'Y02751' OR dp."PHMGeneralPractice" = 'Y02751')
+    GROUP BY pp."OrganisationName", pp."PeriodStartDate", pp."PeriodEndDate"
+    -- Only include practices with data
+    HAVING COUNT(*) > 0
+),
+dispensing_with_pct AS (
+    -- Calculate derived metrics (percentages, ratios)
+    SELECT
+        "OrganisationName",
+        "PeriodStartDate",
+        "PeriodEndDate",
+        "UniquePatients",
+        "TotalPrescriptions",
+        "PrescriptionsMoreThan5Days",
+        ROUND(100.0 * "PrescriptionsMoreThan5Days" / NULLIF("TotalPrescriptions", 0), 2) AS "PercentageMoreThan5Days"
+    FROM dispensing_agg
+),
+
+-- ==============================================================================
+-- SECTION 4: PRESCRIBING DATA AGGREGATION
+-- Similar structure to dispensing, but with SNOMED→BNF mapping
+-- ==============================================================================
+
+prescribing_agg AS (
+    SELECT
+        pp."OrganisationName",
+        pp."PeriodStartDate",
+        pp."PeriodEndDate",
+        -- Measure-specific aggregations
+        COUNT(DISTINCT patients."PatientPseudonym") AS "UniquePatients",
+        COUNT(*) AS "TotalPrescriptions",
+        SUM(
+            CASE
+                WHEN (LEFT(med."BNFCode", 9) IN ('0501030I0', '0501030Z0') AND rx."Quantity" > 6) THEN 1
+                WHEN (LEFT(med."BNFCode", 9) = '0501013B0' AND rx."Quantity" > 15) THEN 1
+                ELSE 0
+            END
+        ) AS "PrescriptionsMoreThan5Days"
+    FROM practice_periods pp
+    INNER JOIN patients ON patients."GP" = pp."OrganisationCode"
+    INNER JOIN REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+        ON rx."PersonKey" = patients."PersonKey"
+        AND rx."DateMedicationStart" BETWEEN pp."PeriodStartDate" AND pp."PeriodEndDate"
+    -- SNOMED→BNF mapping via DimMedicineAndDevice
+    INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+        ON rx."SNOMEDCode" = med."ProductSnomedCode"
+        AND med."BNFCode" IS NOT NULL
+        -- Measure-specific BNF code filter
+        AND LEFT(med."BNFCode", 9) IN ('0501030I0', '0501030Z0', '0501013B0')
+    -- OOH provider filter
+    INNER JOIN ooh_providers ooh ON ooh."OrganisationCode" = rx."OrgCode"
+    -- Exclude OOH provider's own registered patients
+    WHERE NOT (rx."OrgCode" = 'Y02751' AND rx."CurrentGeneralPractice" = 'Y02751')
+    GROUP BY pp."OrganisationName", pp."PeriodStartDate", pp."PeriodEndDate"
+    HAVING COUNT(*) > 0
+),
+prescribing_with_pct AS (
+    SELECT
+        "OrganisationName",
+        "PeriodStartDate",
+        "PeriodEndDate",
+        "UniquePatients",
+        "TotalPrescriptions",
+        "PrescriptionsMoreThan5Days",
+        ROUND(100.0 * "PrescriptionsMoreThan5Days" / NULLIF("TotalPrescriptions", 0), 2) AS "PercentageMoreThan5Days"
+    FROM prescribing_agg
+)
+
+-- ==============================================================================
+-- SECTION 5: LONG FORMAT OUTPUT
+-- Use UNION ALL to:
+-- 1. Unpivot each indicator into separate rows
+-- 2. Combine dispensing and prescribing data sources
+-- ==============================================================================
+
+-- DISPENSING indicators
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Dispensing' AS "DataSource", 'M2' AS "Measure",
+       'UniquePatients' AS "Indicator",
+       CAST("UniquePatients" AS FLOAT) AS "Value"
+FROM dispensing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Dispensing' AS "DataSource", 'M2' AS "Measure",
+       'TotalPrescriptions' AS "Indicator",
+       CAST("TotalPrescriptions" AS FLOAT) AS "Value"
+FROM dispensing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Dispensing' AS "DataSource", 'M2' AS "Measure",
+       'PrescriptionsMoreThan5Days' AS "Indicator",
+       CAST("PrescriptionsMoreThan5Days" AS FLOAT) AS "Value"
+FROM dispensing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Dispensing' AS "DataSource", 'M2' AS "Measure",
+       'PercentageMoreThan5Days' AS "Indicator",
+       CAST("PercentageMoreThan5Days" AS FLOAT) AS "Value"
+FROM dispensing_with_pct
+UNION ALL
+-- PRESCRIBING indicators
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Prescribing' AS "DataSource", 'M2' AS "Measure",
+       'UniquePatients' AS "Indicator",
+       CAST("UniquePatients" AS FLOAT) AS "Value"
+FROM prescribing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Prescribing' AS "DataSource", 'M2' AS "Measure",
+       'TotalPrescriptions' AS "Indicator",
+       CAST("TotalPrescriptions" AS FLOAT) AS "Value"
+FROM prescribing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Prescribing' AS "DataSource", 'M2' AS "Measure",
+       'PrescriptionsMoreThan5Days' AS "Indicator",
+       CAST("PrescriptionsMoreThan5Days" AS FLOAT) AS "Value"
+FROM prescribing_with_pct
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate",
+       'Prescribing' AS "DataSource", 'M2' AS "Measure",
+       'PercentageMoreThan5Days' AS "Indicator",
+       CAST("PercentageMoreThan5Days" AS FLOAT) AS "Value"
+FROM prescribing_with_pct
+
+ORDER BY "PeriodEndDate", "DataSource", "OrganisationName", "Indicator";
+
+-- ==============================================================================
+-- EXPECTED OUTPUT STRUCTURE
+-- ==============================================================================
+-- For M2 with 4 indicators, 2 data sources, 8 periods, ~100 practices:
+--   Rows ≈ 4 indicators × 2 sources × 8 periods × 100 practices = 6,400 rows
+--
+-- Sample row:
+-- | OrganisationName       | PeriodStartDate | PeriodEndDate | DataSource  | Measure | Indicator              | Value  |
+-- |------------------------|-----------------|---------------|-------------|---------|------------------------|--------|
+-- | Acle Medical Partnership | 2024-07-01    | 2025-06-30    | Dispensing  | M2      | PercentageMoreThan5Days| 57.04  |
+-- ==============================================================================

00_copied_reference/useful_short_queries/MEDS__ProductPriceAndUnitLookup.sql

@@ -0,0 +1,90 @@
+-- ============================================================================
+-- MEDS__ProductPriceAndUnitLookup
+-- Medicine Reference Data: Price Per Unit and Pack Unit Descriptions
+-- ============================================================================
+-- Derives PricePerUnit and PackUnitDescription for all dm+d product levels
+-- For VMPP/AMPP: uses direct values from DimMedicineAndDevice
+-- For VMP/AMP: derives from child VMPP/AMPP products
+--   - Price: AVG of child prices
+--   - Units: MODE (most common) of child units
+-- Price priority: DrugTariffPricePerUnit > IndicativePricePerUnit > AnnualCost/AnnualQuantity
+-- ============================================================================
+
+WITH PackLevelData AS (
+    -- Get prices and units for pack-level products (VMPP/AMPP)
+    SELECT
+        "ProductSnomedCode",
+        "ParentPresentationSnomedCode",
+        "ProductLevel",
+        "PackUnitDescription",
+        COALESCE(
+            "DrugTariffPricePerUnit",
+            "IndicativePricePerUnit",
+            CASE WHEN "AnnualQuantity" > 0 THEN "AnnualCost" / "AnnualQuantity" END
+        ) AS PricePerUnit
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "ProductLevel" IN ('VMPP', 'AMPP')
+),
+
+ProductPrices AS (
+    -- Direct prices for VMPP/AMPP
+    SELECT
+        "ProductSnomedCode",
+        PricePerUnit
+    FROM PackLevelData
+    WHERE PricePerUnit IS NOT NULL
+
+    UNION ALL
+
+    -- Aggregated prices for VMP/AMP from their children
+    SELECT
+        parent."ProductSnomedCode",
+        AVG(pld.PricePerUnit) AS PricePerUnit
+    FROM DATA_HUB.DWH."DimMedicineAndDevice" parent
+    JOIN PackLevelData pld ON pld."ParentPresentationSnomedCode" = parent."ProductSnomedCode"
+    WHERE parent."ProductLevel" IN ('VMP', 'AMP')
+      AND pld.PricePerUnit IS NOT NULL
+    GROUP BY parent."ProductSnomedCode"
+),
+
+PackUnits AS (
+    -- Direct units for VMPP/AMPP
+    SELECT
+        "ProductSnomedCode",
+        "PackUnitDescription"
+    FROM PackLevelData
+    WHERE "PackUnitDescription" IS NOT NULL
+
+    UNION ALL
+
+    -- Units for VMP/AMP: use most common unit from child VMPP/AMPP products
+    SELECT
+        parent."ProductSnomedCode",
+        MODE(pld."PackUnitDescription") AS "PackUnitDescription"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice" parent
+    JOIN PackLevelData pld ON pld."ParentPresentationSnomedCode" = parent."ProductSnomedCode"
+    WHERE parent."ProductLevel" IN ('VMP', 'AMP')
+      AND pld."PackUnitDescription" IS NOT NULL
+    GROUP BY parent."ProductSnomedCode"
+)
+
+-- ============================================================================
+-- Usage: Join these CTEs to prescribing data on ProductSnomedCode
+-- ============================================================================
+-- Example:
+-- SELECT
+--     prescribing.*,
+--     pp.PricePerUnit,
+--     pu."PackUnitDescription",
+--     ROUND(pp.PricePerUnit * prescribing."Quantity", 2) AS EstPrice
+-- FROM [prescribing_data] prescribing
+-- LEFT JOIN ProductPrices pp ON prescribing."SNOMEDCode" = pp."ProductSnomedCode"
+-- LEFT JOIN PackUnits pu ON prescribing."SNOMEDCode" = pu."ProductSnomedCode"
+-- ============================================================================
+
+SELECT
+    pp."ProductSnomedCode",
+    pp.PricePerUnit,
+    pu."PackUnitDescription"
+FROM ProductPrices pp
+LEFT JOIN PackUnits pu ON pp."ProductSnomedCode" = pu."ProductSnomedCode"

00_copied_reference/useful_short_queries/MedicineList_Query.sql

@@ -0,0 +1,22 @@
+-- =============================================================================
+-- Run BOTH queries and import into a sheet called "Lookup":
+--   - Column A = Brand Name (from Query 1)
+--   - Column C = Generic Name (from Query 2)
+-- =============================================================================
+
+-- QUERY 1: Brand Names -> paste into Column A of "Lookup" sheet
+SELECT DISTINCT
+    mad."ProductDescription" AS "Brand Name"
+FROM DATA_HUB.DWH."DimMedicineAndDevice" mad
+WHERE mad."ProductDescription" IS NOT NULL
+ORDER BY mad."ProductDescription";
+
+
+-- QUERY 2: Generic Names -> paste into Column C of "Lookup" sheet
+SELECT DISTINCT
+    gen."ProductDescription" AS "Generic Name"
+FROM DATA_HUB.DWH."DimMedicineAndDevice" mad
+INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" gen
+    ON mad."MedicinalLatestSnomedCode" = gen."ProductSnomedCode"
+WHERE gen."ProductDescription" IS NOT NULL
+ORDER BY gen."ProductDescription";

00_copied_reference/useful_short_queries/latest_prescribing_event_date.sql

@@ -0,0 +1,9 @@
+-- Latest Data Query for Snowflake
+-- Returns the most recent prescribing system event date.
+-- DateMedicationStart can include future-dated medication records, so this uses
+-- DateEventRecorded as the data freshness marker.
+
+SELECT
+    MAX(CAST("DateEventRecorded" AS DATE)) AS "LatestEventRecordedDate"
+FROM PRIMARY_CARE.TPP."SRPrimaryCareMedication"
+WHERE "DateEventRecorded" >= DATEADD('MONTH', -3, CURRENT_DATE());

00_copied_reference/useful_short_queries/practice_list_norfolk_waveney.sql

@@ -0,0 +1,24 @@
+/*
+================================================================================
+HF_07_PracticeList.sql
+Distinct list of GP Practices in Norfolk & Waveney ICB
+================================================================================
+
+PURPOSE:
+Reference list of GP practice codes and names for the heart failure analysis.
+
+CREATED: 2026-01-13
+================================================================================
+*/
+
+SELECT DISTINCT
+    org."SiteCode" AS "Practice Code",
+    org."OrganisationName" AS "Practice Name",
+    org."PlaceName" AS "Place",
+    org."PCNName" AS "PCN"
+FROM DATA_HUB.DWH."DimOrganisationAndSite" org
+WHERE org."IsSiteActive" = 'Yes'
+  AND org."SiteType" = 'Parent'
+  AND org."IsSiteNorfolkAndWaveney" = 'Yes'
+  AND org."OrganisationSubType" = 'GP Practice'
+ORDER BY org."OrganisationName";

00_copied_reference/useful_short_queries/registered_population_by_practice.sql

@@ -0,0 +1,12 @@
+-- REGISTERED POPULATION: Practice population counts for all Norfolk & Waveney GP practices
+-- Returns OrganisationName and RegisteredPopulation for reporting and per-capita calculations
+
+SELECT DISTINCT
+    "OrganisationName",
+    "RegisteredPopulation"
+FROM DATA_HUB.DWH."DimOrganisationAndSite"
+WHERE "IsSiteNorfolkAndWaveney" = 'Yes'
+    AND "IsSiteActive" = 'Yes'
+    AND "OrganisationSubType" = 'GP Practice'
+    AND "OrganisationName" <> 'Vulnerable Adults Service'
+ORDER BY "OrganisationName"

01_medicine_lookups/dispensing_by_vtm_or_vmp.sql

@@ -0,0 +1,78 @@
+/*
+    Dispensing by VTM or VMP
+    ========================
+
+    Purpose:
+    Summarise dispensed items, patients, and quantity for a medicine group
+    using national dispensing data.
+
+    Data source:
+    NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+
+    Notes:
+    - Dispensing data is official/payment-oriented and usually lags prescribing.
+    - Set either VTM_SNOMED_CODE or VMP_SNOMED_CODE. Leave the other as NULL.
+    - ProcessingPeriodDate is a month-level period date.
+*/
+
+SET START_PERIOD = '2025-04-01';
+SET END_PERIOD = '2026-03-31';
+SET VTM_SNOMED_CODE = NULL;
+SET VMP_SNOMED_CODE = 'REPLACE_WITH_VMP_SNOMED_CODE';
+
+WITH products AS (
+    -- Expands the selected VTM/VMP into product-level dm+d codes found in GPMED.
+    SELECT DISTINCT
+        "ProductSnomedCode",
+        "ProductDescription",
+        "TherapeuticMoietyName",
+        "BNFCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE ($VTM_SNOMED_CODE IS NOT NULL AND "TherapeuticMoietySnomedCode" = $VTM_SNOMED_CODE)
+       OR ($VMP_SNOMED_CODE IS NOT NULL AND "MedicinalLatestSnomedCode" = $VMP_SNOMED_CODE)
+       OR ($VMP_SNOMED_CODE IS NOT NULL AND "ProductSnomedCode" = $VMP_SNOMED_CODE)
+),
+practices AS (
+    -- Restricts output to active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+)
+SELECT
+    gpm."ProcessingPeriodDate" AS "PeriodDate",
+    p."PracticeCode",
+    p."PracticeName",
+    p."PCNName",
+    p."PlaceName",
+    p."AllianceName",
+    prod."TherapeuticMoietyName",
+    COUNT(DISTINCT gpm."PatientPseudonym") AS "Patients",
+    SUM(gpm."ItemCount") AS "Items",
+    SUM(gpm."PaidQuantity") AS "PaidQuantity"
+FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare" gpm
+INNER JOIN products prod
+    ON gpm."PaiddmdCode" = prod."ProductSnomedCode"
+INNER JOIN practices p
+    ON gpm."CostCentreODSCode" = p."PracticeCode"
+WHERE gpm."ProcessingPeriodDate" BETWEEN $START_PERIOD AND $END_PERIOD
+  AND gpm."PatientPseudonym" IS NOT NULL
+GROUP BY
+    gpm."ProcessingPeriodDate",
+    p."PracticeCode",
+    p."PracticeName",
+    p."PCNName",
+    p."PlaceName",
+    p."AllianceName",
+    prod."TherapeuticMoietyName"
+ORDER BY
+    "PeriodDate",
+    "PracticeName",
+    prod."TherapeuticMoietyName";

01_medicine_lookups/medicine_reference_lookup.sql

@@ -0,0 +1,49 @@
+/*
+    Medicine reference lookup
+    =========================
+
+    Purpose:
+    Search DATA_HUB.DWH."DimMedicineAndDevice" for dm+d products and their
+    related BNF, VTM, VMP, AMP, and pack-level identifiers.
+
+    Common uses:
+    - Find the SNOMED product codes to use in a prescribing or dispensing query.
+    - Check whether a medicine group is better captured by BNF, VTM, VMP, or
+      explicit product codes.
+    - Understand how products roll up through the dm+d hierarchy.
+
+    Replace the SEARCH_TEXT and optional BNF_PREFIX before running.
+*/
+
+SET SEARCH_TEXT = 'tirzepatide';
+SET BNF_PREFIX = NULL;
+
+SELECT DISTINCT
+    med."ProductSnomedCode",
+    med."ProductDescription",
+    med."ProductLevel",
+    med."TherapeuticMoietySnomedCode",
+    med."TherapeuticMoietyName",
+    med."MedicinalLatestSnomedCode",
+    med."ParentPresentationSnomedCode",
+    med."BNFCode",
+    med."BNFParagraphCode",
+    med."RouteName",
+    med."StrengthDescription",
+    med."PackUnitDescription",
+    med."IndicativePricePerUnit",
+    med."DrugTariffPricePerUnit"
+FROM DATA_HUB.DWH."DimMedicineAndDevice" med
+WHERE (
+        LOWER(med."ProductDescription") LIKE '%' || LOWER($SEARCH_TEXT) || '%'
+     OR LOWER(med."TherapeuticMoietyName") LIKE '%' || LOWER($SEARCH_TEXT) || '%'
+     OR med."ProductSnomedCode" = $SEARCH_TEXT
+     OR med."TherapeuticMoietySnomedCode" = $SEARCH_TEXT
+     OR med."MedicinalLatestSnomedCode" = $SEARCH_TEXT
+)
+  AND ($BNF_PREFIX IS NULL OR med."BNFCode" LIKE $BNF_PREFIX || '%')
+ORDER BY
+    med."TherapeuticMoietyName",
+    med."MedicinalLatestSnomedCode",
+    med."ProductLevel",
+    med."ProductDescription";

01_medicine_lookups/prescribing_by_vmp.sql

@@ -0,0 +1,71 @@
+/*
+    Current prescribing by VMP
+    ==========================
+
+    Purpose:
+    Return patient-level prescribing records for all products under one
+    Virtual Medicinal Product (VMP).
+
+    Use this when a VTM is too broad and you need a specific formulation,
+    strength, or medicinal product family.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET VMP_SNOMED_CODE = 'REPLACE_WITH_VMP_SNOMED_CODE';
+
+WITH products AS (
+    -- Expands one VMP to all matching product SNOMED codes in the medicine dimension.
+    SELECT DISTINCT
+        "ProductSnomedCode",
+        "ProductDescription",
+        "ProductLevel",
+        "MedicinalLatestSnomedCode",
+        "TherapeuticMoietyName",
+        "BNFCode",
+        "BNFParagraphCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "MedicinalLatestSnomedCode" = $VMP_SNOMED_CODE
+       OR "ProductSnomedCode" = $VMP_SNOMED_CODE
+),
+practices AS (
+    -- Restricts output to active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+)
+SELECT DISTINCT
+    p."PracticeCode",
+    p."PracticeName",
+    p."PCNName",
+    p."PlaceName",
+    p."AllianceName",
+    rx."PersonKey",
+    rx."DateMedicationStart",
+    prod."ProductDescription",
+    prod."ProductLevel",
+    prod."TherapeuticMoietyName",
+    prod."BNFCode",
+    TRY_CAST(rx."Quantity" AS FLOAT) AS "Quantity",
+    rx."QuantityUnit",
+    rx."Directions",
+    rx."SourceSystem"
+FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+INNER JOIN products prod
+    ON rx."SNOMEDCode" = prod."ProductSnomedCode"
+INNER JOIN practices p
+    ON rx."CurrentGeneralPractice" = p."PracticeCode"
+WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+  AND rx."PersonKey" IS NOT NULL
+ORDER BY
+    p."PracticeName",
+    rx."PersonKey",
+    rx."DateMedicationStart";

01_medicine_lookups/prescribing_by_vtm.sql

@@ -0,0 +1,74 @@
+/*
+    Current prescribing by VTM
+    =========================
+
+    Purpose:
+    Return patient-level prescribing records for all products under one
+    Virtual Therapeutic Moiety (VTM).
+
+    Data source:
+    REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"
+
+    Notes:
+    - VTM is useful when you want all products containing the same therapeutic
+      moiety, regardless of brand, strength, or pack.
+    - The practice CTE is deliberately visible. Change the geography filter
+      there if the report should not be Norfolk and Suffolk.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET VTM_SNOMED_CODE = 'REPLACE_WITH_VTM_SNOMED_CODE';
+
+WITH products AS (
+    -- Expands one VTM to all matching product SNOMED codes in the medicine dimension.
+    SELECT DISTINCT
+        "ProductSnomedCode",
+        "ProductDescription",
+        "TherapeuticMoietyName",
+        "BNFCode",
+        "BNFParagraphCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "TherapeuticMoietySnomedCode" = $VTM_SNOMED_CODE
+),
+practices AS (
+    -- Restricts output to active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+)
+SELECT DISTINCT
+    p."PracticeCode",
+    p."PracticeName",
+    p."PCNName",
+    p."PlaceName",
+    p."AllianceName",
+    rx."PersonKey",
+    rx."DateMedicationStart",
+    prod."ProductDescription",
+    prod."TherapeuticMoietyName",
+    prod."BNFCode",
+    TRY_CAST(rx."Quantity" AS FLOAT) AS "Quantity",
+    rx."QuantityUnit",
+    rx."Directions",
+    rx."IsRepeatPrescription",
+    rx."SourceSystem"
+FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+INNER JOIN products prod
+    ON rx."SNOMEDCode" = prod."ProductSnomedCode"
+INNER JOIN practices p
+    ON rx."CurrentGeneralPractice" = p."PracticeCode"
+WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+  AND rx."PersonKey" IS NOT NULL
+ORDER BY
+    p."PracticeName",
+    rx."PersonKey",
+    rx."DateMedicationStart";

01_medicine_lookups/prescribing_for_patient_pseudonym.sql

@@ -0,0 +1,41 @@
+/*
+    Prescribing for a patient pseudonym
+    ===================================
+
+    Purpose:
+    Pull a concise prescribing history for one pseudonym.
+
+    Use carefully:
+    - Do not commit real patient pseudonyms into shared repos.
+    - Keep row-level extracts out of git and shared folders unless there is a
+      clear information governance basis.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET PATIENT_PSEUDONYM = 'REPLACE_WITH_PATIENT_PSEUDONYM';
+
+SELECT DISTINCT
+    dp."PersonKey",
+    dp."PatientPseudonym",
+    gp."OrganisationName" AS "CurrentGeneralPracticeName",
+    rx."DateMedicationStart",
+    med."ProductDescription",
+    med."TherapeuticMoietyName",
+    med."BNFCode",
+    CAST(rx."Quantity" AS FLOAT) AS "Quantity",
+    rx."QuantityUnit",
+    rx."Directions",
+    rx."IsRepeatPrescription",
+    rx."SourceSystem"
+FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+INNER JOIN DATA_HUB.DWH."DimPerson" dp
+    ON rx."PersonKey" = dp."PersonKey"
+LEFT JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+    ON rx."SNOMEDCode" = med."ProductSnomedCode"
+LEFT JOIN DATA_HUB.DWH."DimOrganisationAndSite" gp
+    ON rx."CurrentGeneralPractice" = gp."OrganisationCode"
+   AND gp."SiteCode" = gp."OrganisationCode"
+WHERE dp."PatientPseudonym" = $PATIENT_PSEUDONYM
+  AND rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+ORDER BY rx."DateMedicationStart", med."ProductDescription";

02_prescribing_analysis/high_prescribing_practices_quintile_template.sql

@@ -0,0 +1,187 @@
+/*
+    High-prescribing practice quintile template
+    ===========================================
+
+    Purpose:
+    Identify practices in the highest quintile for one or more prescribing
+    measures after standardising by registered population.
+
+    Based on the antidepressant high-prescribing analysis, but made generic:
+    - Replace medicine_products with the medicine definition you need.
+    - Add/remove measures in practice_counts and final_select.
+    - Keep the practice and base_population CTEs visible so geography and
+      denominator decisions are explicit.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET BNF_PREFIX = 'REPLACE_WITH_BNF_PREFIX';
+SET REPORT_TITLE = 'REPLACE_WITH_REPORT_NAME';
+
+WITH practices AS (
+    -- Practice list and hierarchy columns used in the final report.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName",
+        "INTName",
+        "RegisteredPopulation" AS "OrganisationRegisteredPopulation",
+        "RegisteredPopulationSnapshotDate" AS "OrganisationPopulationSnapshotDate"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+base_population AS (
+    -- Counted denominator: active, known, living patients currently registered to the practice.
+    SELECT
+        p."PracticeCode",
+        dp."PersonKey",
+        dp."PatientPseudonym",
+        dp."CurrentAge",
+        dp."BAME"
+    FROM DATA_HUB.DWH."DimPerson" dp
+    INNER JOIN practices p
+        ON dp."CurrentGeneralPractice" = p."PracticeCode"
+    WHERE dp."RecordStatus" = 'Active'
+      AND dp."PersonStatus" = 'Known'
+      AND dp."CurrentGeneralPractice" IS NOT NULL
+      AND dp."CurrentGeneralPractice" <> '*'
+      AND dp."YearMonthDeath" IS NULL
+),
+practice_population AS (
+    SELECT
+        "PracticeCode",
+        COUNT(DISTINCT "PersonKey") AS "RegisteredPatients"
+    FROM base_population
+    GROUP BY "PracticeCode"
+),
+medicine_products AS (
+    -- Replace this with a VTM/VMP/explicit-code definition if BNF is too broad.
+    SELECT DISTINCT
+        "ProductSnomedCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "ProductSnomedCode" IS NOT NULL
+      AND "BNFCode" LIKE $BNF_PREFIX || '%'
+),
+medicine_patients AS (
+    -- Patient-level numerator cohort before practice aggregation.
+    SELECT DISTINCT
+        bp."PracticeCode",
+        bp."PersonKey",
+        bp."PatientPseudonym",
+        bp."CurrentAge",
+        bp."BAME"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    INNER JOIN base_population bp
+        ON rx."PersonKey" = bp."PersonKey"
+    INNER JOIN medicine_products mp
+        ON rx."SNOMEDCode" = mp."ProductSnomedCode"
+    WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+      AND rx."PersonKey" IS NOT NULL
+),
+practice_counts AS (
+    -- Add or remove measure columns here, then mirror them in final_select.
+    SELECT
+        "PracticeCode",
+        COUNT(DISTINCT "PersonKey") AS "PatientsOnMedicine",
+        COUNT(DISTINCT CASE WHEN "CurrentAge" > 65 THEN "PersonKey" END) AS "PatientsOnMedicineAgedOver65",
+        COUNT(DISTINCT CASE WHEN "CurrentAge" > 85 THEN "PersonKey" END) AS "PatientsOnMedicineAgedOver85",
+        COUNT(DISTINCT CASE WHEN "BAME" = 'BAME' THEN "PersonKey" END) AS "PatientsOnMedicineEthnicMinority"
+    FROM medicine_patients
+    GROUP BY "PracticeCode"
+),
+final_select AS (
+    -- Per-1000 rates use the counted patient denominator from base_population.
+    SELECT
+        $REPORT_TITLE AS "ReportTitle",
+        $START_DATE::DATE AS "PeriodStartDate",
+        $END_DATE::DATE AS "PeriodEndDate",
+        p."PracticeCode",
+        p."PracticeName",
+        p."PCNName",
+        p."PlaceName",
+        p."AllianceName",
+        p."INTName",
+        pop."RegisteredPatients",
+        p."OrganisationRegisteredPopulation",
+        p."OrganisationPopulationSnapshotDate",
+        COALESCE(pc."PatientsOnMedicine", 0) AS "PatientsOnMedicine",
+        ROUND(1000.0 * COALESCE(pc."PatientsOnMedicine", 0) / NULLIF(pop."RegisteredPatients", 0), 2) AS "PatientsOnMedicinePer1000",
+        COALESCE(pc."PatientsOnMedicineAgedOver65", 0) AS "PatientsOnMedicineAgedOver65",
+        ROUND(1000.0 * COALESCE(pc."PatientsOnMedicineAgedOver65", 0) / NULLIF(pop."RegisteredPatients", 0), 2) AS "PatientsOnMedicineAgedOver65Per1000",
+        COALESCE(pc."PatientsOnMedicineAgedOver85", 0) AS "PatientsOnMedicineAgedOver85",
+        ROUND(1000.0 * COALESCE(pc."PatientsOnMedicineAgedOver85", 0) / NULLIF(pop."RegisteredPatients", 0), 2) AS "PatientsOnMedicineAgedOver85Per1000",
+        COALESCE(pc."PatientsOnMedicineEthnicMinority", 0) AS "PatientsOnMedicineEthnicMinority",
+        ROUND(1000.0 * COALESCE(pc."PatientsOnMedicineEthnicMinority", 0) / NULLIF(pop."RegisteredPatients", 0), 2) AS "PatientsOnMedicineEthnicMinorityPer1000"
+    FROM practices p
+    INNER JOIN practice_population pop
+        ON p."PracticeCode" = pop."PracticeCode"
+    LEFT JOIN practice_counts pc
+        ON p."PracticeCode" = pc."PracticeCode"
+),
+with_quintiles AS (
+    -- Quintile 5 is the highest rate in each measure.
+    SELECT
+        "ReportTitle",
+        "PeriodStartDate",
+        "PeriodEndDate",
+        "PracticeCode",
+        "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName",
+        "INTName",
+        "RegisteredPatients",
+        "OrganisationRegisteredPopulation",
+        "OrganisationPopulationSnapshotDate",
+        "PatientsOnMedicine",
+        "PatientsOnMedicinePer1000",
+        "PatientsOnMedicineAgedOver65",
+        "PatientsOnMedicineAgedOver65Per1000",
+        "PatientsOnMedicineAgedOver85",
+        "PatientsOnMedicineAgedOver85Per1000",
+        "PatientsOnMedicineEthnicMinority",
+        "PatientsOnMedicineEthnicMinorityPer1000",
+        NTILE(5) OVER (ORDER BY "PatientsOnMedicinePer1000") AS "PatientsOnMedicineQuintile",
+        NTILE(5) OVER (ORDER BY "PatientsOnMedicineAgedOver65Per1000") AS "AgedOver65Quintile",
+        NTILE(5) OVER (ORDER BY "PatientsOnMedicineAgedOver85Per1000") AS "AgedOver85Quintile",
+        NTILE(5) OVER (ORDER BY "PatientsOnMedicineEthnicMinorityPer1000") AS "EthnicMinorityQuintile"
+    FROM final_select
+)
+SELECT
+    "ReportTitle",
+    "PeriodStartDate",
+    "PeriodEndDate",
+    "PracticeCode",
+    "PracticeName",
+    "PCNName",
+    "PlaceName",
+    "AllianceName",
+    "INTName",
+    "RegisteredPatients",
+    "OrganisationRegisteredPopulation",
+    "OrganisationPopulationSnapshotDate",
+    "PatientsOnMedicine",
+    "PatientsOnMedicinePer1000",
+    "PatientsOnMedicineQuintile",
+    "PatientsOnMedicineAgedOver65",
+    "PatientsOnMedicineAgedOver65Per1000",
+    "AgedOver65Quintile",
+    "PatientsOnMedicineAgedOver85",
+    "PatientsOnMedicineAgedOver85Per1000",
+    "AgedOver85Quintile",
+    "PatientsOnMedicineEthnicMinority",
+    "PatientsOnMedicineEthnicMinorityPer1000",
+    "EthnicMinorityQuintile"
+FROM with_quintiles
+WHERE "PatientsOnMedicineQuintile" = 5
+   OR "AgedOver65Quintile" = 5
+   OR "AgedOver85Quintile" = 5
+   OR "EthnicMinorityQuintile" = 5
+ORDER BY
+    "PatientsOnMedicinePer1000" DESC,
+    "PracticeName";

02_prescribing_analysis/practice_level_bnf_prescribing_summary.sql

@@ -0,0 +1,79 @@
+/*
+    Practice-level prescribing summary by BNF prefix
+    ================================================
+
+    Purpose:
+    Produce a compact practice/month summary for prescribing under a BNF prefix.
+
+    Good first query for:
+    - "How much prescribing activity is there for this BNF section?"
+    - "Which practices have the most patients/items/cost for this medicine area?"
+    - A simple numerator for charts or practice packs.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET BNF_PREFIX = '0403';
+
+WITH practices AS (
+    -- Default reporting geography: active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+prescribing AS (
+    -- Aggregate after joining to the medicine dimension so BNF matching is dm+d-backed.
+    SELECT
+        DATE_TRUNC('MONTH', rx."DateMedicationStart")::DATE AS "MonthStartDate",
+        p."PracticeCode",
+        p."PracticeName",
+        p."PCNName",
+        p."PlaceName",
+        p."AllianceName",
+        med."BNFParagraphCode",
+        COUNT(DISTINCT rx."PersonKey") AS "Patients",
+        COUNT(*) AS "PrescriptionRows",
+        SUM(TRY_CAST(rx."Quantity" AS FLOAT)) AS "TotalQuantity",
+        SUM(rx."EstPrice") AS "EstimatedCost"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+        ON rx."SNOMEDCode" = med."ProductSnomedCode"
+       AND med."BNFCode" LIKE $BNF_PREFIX || '%'
+    INNER JOIN practices p
+        ON rx."CurrentGeneralPractice" = p."PracticeCode"
+    WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+      AND rx."PersonKey" IS NOT NULL
+    GROUP BY
+        DATE_TRUNC('MONTH', rx."DateMedicationStart")::DATE,
+        p."PracticeCode",
+        p."PracticeName",
+        p."PCNName",
+        p."PlaceName",
+        p."AllianceName",
+        med."BNFParagraphCode"
+)
+SELECT
+    "MonthStartDate",
+    "PracticeCode",
+    "PracticeName",
+    "PCNName",
+    "PlaceName",
+    "AllianceName",
+    "BNFParagraphCode",
+    "Patients",
+    "PrescriptionRows",
+    "TotalQuantity",
+    "EstimatedCost"
+FROM prescribing
+ORDER BY
+    "MonthStartDate",
+    "PracticeName",
+    "BNFParagraphCode";

02_prescribing_analysis/prescribing_spend_by_patient_template.sql

@@ -0,0 +1,99 @@
+/*
+    Prescribing spend by patient template
+    =====================================
+
+    Purpose:
+    Rank patients by estimated prescribing cost over a selected period and
+    medicine definition.
+
+    Use this when looking for high-cost patients or checking the shape of cost
+    concentration before doing deeper clinical review.
+
+    Default source is the maintained unified prescribing table, which already
+    includes parsed quantity and estimated price. If that table is unavailable
+    or needs rebuilding, see 06_advanced_methods/product_price_and_quantity_parsing_template.sql.
+
+    Keep at least one medicine filter set. Leaving BNF, VTM, and VMP filters all
+    NULL can scan all prescribing and is usually not a useful starting point.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET BNF_PREFIX = '0403';
+SET VTM_SNOMED_CODE = NULL;
+SET VMP_SNOMED_CODE = NULL;
+SET TOP_N = 100;
+
+WITH products AS (
+    -- Keep at least one of the filters below populated so the product set is intentional.
+    SELECT DISTINCT
+        "ProductSnomedCode",
+        "ProductDescription",
+        "TherapeuticMoietyName",
+        "BNFCode",
+        "BNFParagraphCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE ($BNF_PREFIX IS NOT NULL AND "BNFCode" LIKE $BNF_PREFIX || '%')
+       OR ($VTM_SNOMED_CODE IS NOT NULL AND "TherapeuticMoietySnomedCode" = $VTM_SNOMED_CODE)
+       OR ($VMP_SNOMED_CODE IS NOT NULL AND "MedicinalLatestSnomedCode" = $VMP_SNOMED_CODE)
+),
+patient_costs AS (
+    -- Aggregate first at patient/practice level so ranking is not inflated by joins.
+    SELECT
+        rx."PersonKey",
+        rx."CurrentGeneralPractice" AS "PracticeCode",
+        COUNT(*) AS "PrescriptionRows",
+        COUNT(DISTINCT prod."ProductSnomedCode") AS "DistinctProducts",
+        SUM(COALESCE(rx."EstPrice", 0)) AS "EstimatedCost"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    INNER JOIN products prod
+        ON rx."SNOMEDCode" = prod."ProductSnomedCode"
+    WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+      AND rx."PersonKey" IS NOT NULL
+    GROUP BY rx."PersonKey", rx."CurrentGeneralPractice"
+),
+practice_lookup AS (
+    -- De-duplicated practice labels prevent site-level duplicates in the ranking output.
+    SELECT
+        "OrganisationCode" AS "PracticeCode",
+        MIN("OrganisationName") AS "PracticeName",
+        MIN("PCNName") AS "PCNName",
+        MIN("PlaceName") AS "PlaceName",
+        MIN("AllianceName") AS "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+    GROUP BY "OrganisationCode"
+),
+ranked AS (
+    SELECT
+        ROW_NUMBER() OVER (ORDER BY pc."EstimatedCost" DESC NULLS LAST) AS "Rank",
+        gp."PracticeName",
+        gp."PCNName",
+        gp."PlaceName",
+        gp."AllianceName",
+        pc."PersonKey",
+        pc."PracticeCode",
+        pc."PrescriptionRows",
+        pc."DistinctProducts",
+        pc."EstimatedCost"
+    FROM patient_costs pc
+    INNER JOIN practice_lookup gp
+        ON pc."PracticeCode" = gp."PracticeCode"
+)
+SELECT
+    "Rank",
+    "PracticeName",
+    "PCNName",
+    "PlaceName",
+    "AllianceName",
+    "PersonKey",
+    "PracticeCode",
+    "PrescriptionRows",
+    "DistinctProducts",
+    "EstimatedCost"
+FROM ranked
+WHERE "Rank" <= $TOP_N
+ORDER BY "Rank";

03_cohorts_and_clinical_coding/cluster_code_lookup.sql

@@ -0,0 +1,20 @@
+/*
+    Clinical coding cluster lookup
+    ==============================
+
+    Purpose:
+    List SNOMED codes attached to maintained clinical coding clusters.
+
+    Use maintained clusters where possible instead of free-text matching on
+    SNOMED descriptions.
+*/
+
+SET CLUSTER_ID = 'DEPR_COD';
+
+SELECT DISTINCT
+    ccs."Cluster_ID",
+    ccs."SNOMEDCode",
+    ccs."SNOMEDDescription"
+FROM DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes" ccs
+WHERE ccs."Cluster_ID" = $CLUSTER_ID
+ORDER BY ccs."SNOMEDDescription", ccs."SNOMEDCode";

03_cohorts_and_clinical_coding/monthly_clinical_event_count_by_practice.sql

@@ -0,0 +1,102 @@
+/*
+    Monthly clinical event count by practice
+    ========================================
+
+    Purpose:
+    Count distinct patients with a clinical code by month and practice, while
+    returning zero rows for months/practices with no events.
+
+    Good for:
+    - SMR-type activity counts.
+    - Condition or review-code monitoring.
+    - Building a complete month/practice grid for charts.
+*/
+
+SET START_MONTH = '2024-07-01';
+SET END_MONTH = CURRENT_DATE();
+SET CLUSTER_ID = 'REPLACE_WITH_CLUSTER_ID';
+
+WITH clinical_codes AS (
+    -- Maintained cluster definitions avoid fragile free-text SNOMED searches.
+    SELECT DISTINCT "SNOMEDCode"
+    FROM DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes"
+    WHERE "Cluster_ID" = $CLUSTER_ID
+),
+practices AS (
+    -- Default to active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+base_population AS (
+    -- Keeps the denominator/cohort rule visible before events are counted.
+    SELECT
+        p."PracticeCode",
+        dp."PersonKey",
+        dp."PatientPseudonym"
+    FROM DATA_HUB.DWH."DimPerson" dp
+    INNER JOIN practices p
+        ON dp."CurrentGeneralPractice" = p."PracticeCode"
+    WHERE dp."RecordStatus" = 'Active'
+      AND dp."PersonStatus" = 'Known'
+      AND dp."YearMonthDeath" IS NULL
+),
+month_numbers AS (
+    -- Generates up to 120 monthly rows; extend if a longer history is needed.
+    SELECT ROW_NUMBER() OVER (ORDER BY SEQ4()) - 1 AS n
+    FROM TABLE(GENERATOR(ROWCOUNT => 120))
+),
+months AS (
+    SELECT DATE_TRUNC('MONTH', DATEADD(MONTH, n, $START_MONTH::DATE))::DATE AS "MonthStartDate"
+    FROM month_numbers
+    WHERE DATEADD(MONTH, n, $START_MONTH::DATE) <= $END_MONTH::DATE
+),
+practice_month_grid AS (
+    SELECT
+        p."PracticeCode",
+        p."PracticeName",
+        p."PCNName",
+        p."PlaceName",
+        p."AllianceName",
+        m."MonthStartDate"
+    FROM practices p
+    CROSS JOIN months m
+),
+events AS (
+    SELECT
+        bp."PracticeCode",
+        DATE_TRUNC('MONTH', cc."EventDateTime")::DATE AS "MonthStartDate",
+        COUNT(DISTINCT bp."PersonKey") AS "PatientsWithEvent"
+    FROM DATA_HUB.PHM."PrimaryCareClinicalCoding" cc
+    INNER JOIN clinical_codes c
+        ON cc."SNOMEDCode" = c."SNOMEDCode"
+    INNER JOIN base_population bp
+        ON cc."PatientPseudonym" = bp."PatientPseudonym"
+    WHERE cc."EventDateTime"::DATE BETWEEN $START_MONTH::DATE AND $END_MONTH::DATE
+    GROUP BY
+        bp."PracticeCode",
+        DATE_TRUNC('MONTH', cc."EventDateTime")::DATE
+)
+SELECT
+    pmg."PracticeCode",
+    pmg."PracticeName",
+    pmg."PCNName",
+    pmg."PlaceName",
+    pmg."AllianceName",
+    pmg."MonthStartDate",
+    COALESCE(e."PatientsWithEvent", 0) AS "PatientsWithEvent"
+FROM practice_month_grid pmg
+LEFT JOIN events e
+    ON pmg."PracticeCode" = e."PracticeCode"
+   AND pmg."MonthStartDate" = e."MonthStartDate"
+ORDER BY
+    pmg."PracticeName",
+    pmg."MonthStartDate";

03_cohorts_and_clinical_coding/prescribing_plus_clinical_code_cohort.sql

@@ -0,0 +1,114 @@
+/*
+    Cohort from prescribing plus clinical coding
+    ============================================
+
+    Purpose:
+    Build a patient cohort where a medicine exposure is combined with a clinical
+    coding condition, for example patients prescribed a medicine who also have
+    a relevant diagnosis code in a lookback window.
+
+    Replace:
+    - BNF_PREFIX or use a VTM/VMP product CTE.
+    - CLUSTER_ID with the maintained cluster needed for the clinical condition.
+*/
+
+SET PRESCRIBING_START_DATE = '2025-04-01';
+SET PRESCRIBING_END_DATE = '2026-03-31';
+SET CLINICAL_LOOKBACK_YEARS = -2;
+SET BNF_PREFIX = '0403';
+SET CLUSTER_ID = 'DEPR_COD';
+
+WITH practices AS (
+    -- Default reporting geography: active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName",
+        "PCNName",
+        "PlaceName",
+        "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+base_population AS (
+    -- Active, known, living patients registered to the selected practices.
+    SELECT
+        p."PracticeCode",
+        p."PracticeName",
+        p."PCNName",
+        p."PlaceName",
+        p."AllianceName",
+        dp."PersonKey",
+        dp."PatientPseudonym",
+        dp."CurrentAge"
+    FROM DATA_HUB.DWH."DimPerson" dp
+    INNER JOIN practices p
+        ON dp."CurrentGeneralPractice" = p."PracticeCode"
+    WHERE dp."RecordStatus" = 'Active'
+      AND dp."PersonStatus" = 'Known'
+      AND dp."YearMonthDeath" IS NULL
+),
+medicine_products AS (
+    -- Replace with VTM/VMP/explicit product logic if BNF prefix is too broad.
+    SELECT DISTINCT "ProductSnomedCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "BNFCode" LIKE $BNF_PREFIX || '%'
+),
+clinical_codes AS (
+    -- Maintained cluster definitions avoid fragile free-text SNOMED searches.
+    SELECT DISTINCT "SNOMEDCode"
+    FROM DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes"
+    WHERE "Cluster_ID" = $CLUSTER_ID
+),
+prescribed_patients AS (
+    -- Medicine-exposed patients in the prescribing window.
+    SELECT DISTINCT
+        bp."PracticeCode",
+        bp."PracticeName",
+        bp."PCNName",
+        bp."PlaceName",
+        bp."AllianceName",
+        bp."PersonKey",
+        bp."PatientPseudonym",
+        bp."CurrentAge"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    INNER JOIN base_population bp
+        ON rx."PersonKey" = bp."PersonKey"
+    INNER JOIN medicine_products mp
+        ON rx."SNOMEDCode" = mp."ProductSnomedCode"
+    WHERE rx."DateMedicationStart" BETWEEN $PRESCRIBING_START_DATE AND $PRESCRIBING_END_DATE
+),
+coded_patients AS (
+    -- Look back from the end of the prescribing period for matching clinical events.
+    SELECT DISTINCT
+        pp."PersonKey",
+        MIN(cc."EventDateTime"::DATE) AS "FirstMatchingClinicalEventDate",
+        MAX(cc."EventDateTime"::DATE) AS "LatestMatchingClinicalEventDate"
+    FROM prescribed_patients pp
+    INNER JOIN DATA_HUB.PHM."PrimaryCareClinicalCoding" cc
+        ON pp."PatientPseudonym" = cc."PatientPseudonym"
+    INNER JOIN clinical_codes c
+        ON cc."SNOMEDCode" = c."SNOMEDCode"
+    WHERE cc."EventDateTime"::DATE BETWEEN DATEADD('YEAR', $CLINICAL_LOOKBACK_YEARS, $PRESCRIBING_END_DATE::DATE)
+                                      AND $PRESCRIBING_END_DATE::DATE
+    GROUP BY pp."PersonKey"
+)
+SELECT
+    pp."PracticeCode",
+    pp."PracticeName",
+    pp."PCNName",
+    pp."PlaceName",
+    pp."AllianceName",
+    pp."PersonKey",
+    pp."CurrentAge",
+    CASE WHEN cp."PersonKey" IS NOT NULL THEN 1 ELSE 0 END AS "HasClinicalCodeInLookback",
+    cp."FirstMatchingClinicalEventDate",
+    cp."LatestMatchingClinicalEventDate"
+FROM prescribed_patients pp
+LEFT JOIN coded_patients cp
+    ON pp."PersonKey" = cp."PersonKey"
+ORDER BY
+    pp."PracticeName",
+    pp."PersonKey";

04_rolling_and_pqs/baseline_vs_evaluation_template.sql

@@ -0,0 +1,138 @@
+/*
+    Baseline vs rolling evaluation template
+    =======================================
+
+    Purpose:
+    Compare a fixed baseline cohort with rolling evaluation periods.
+
+    Typical use:
+    - A medicines optimisation search where the baseline is fixed.
+    - Later periods check whether the same patients still meet criteria.
+    - Output is practice x period, preserving the baseline count.
+
+    Replace medicine_products and the evaluation criteria before use.
+*/
+
+SET BASELINE_START = '2025-04-01';
+SET BASELINE_END = '2025-06-30';
+SET FIRST_EVALUATION_START = '2025-04-01';
+SET EVALUATION_MONTHS = 3;
+SET BNF_PREFIX = 'REPLACE_WITH_BNF_PREFIX';
+
+WITH latest_prescribing_date AS (
+    -- Caps generated periods to data already present in the prescribing table.
+    SELECT MAX("DateMedicationStart")::DATE AS "MaxDate"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"
+    WHERE "DateMedicationStart" <= CURRENT_DATE()
+),
+periods AS (
+    -- Generates candidate month starts; increase ROWCOUNT for longer projects.
+    SELECT
+        ROW_NUMBER() OVER (ORDER BY SEQ4()) AS "PeriodNumber",
+        DATEADD(MONTH, ROW_NUMBER() OVER (ORDER BY SEQ4()) - 1, $FIRST_EVALUATION_START::DATE)::DATE AS "PeriodStartDate"
+    FROM TABLE(GENERATOR(ROWCOUNT => 48))
+),
+evaluation_periods AS (
+    SELECT
+        "PeriodNumber",
+        "PeriodStartDate",
+        LAST_DAY(DATEADD(MONTH, $EVALUATION_MONTHS - 1, "PeriodStartDate"))::DATE AS "PeriodEndDate"
+    FROM periods
+    CROSS JOIN latest_prescribing_date
+    WHERE "PeriodStartDate" <= "MaxDate"
+),
+date_bounds AS (
+    SELECT
+        $BASELINE_START::DATE AS "MinEventDate",
+        GREATEST($BASELINE_END::DATE, COALESCE(MAX("PeriodEndDate"), $BASELINE_END::DATE)) AS "MaxEventDate"
+    FROM evaluation_periods
+),
+practices AS (
+    -- Default to active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "PracticeName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+medicine_products AS (
+    -- Replace this CTE for VTM, VMP, explicit SNOMED, or cluster-based definitions.
+    SELECT DISTINCT "ProductSnomedCode"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "BNFCode" LIKE $BNF_PREFIX || '%'
+),
+medicine_events AS (
+    -- Pull the smallest event window needed for both baseline and evaluation.
+    SELECT DISTINCT
+        rx."PersonKey",
+        rx."CurrentGeneralPractice" AS "PracticeCode",
+        rx."DateMedicationStart"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    CROSS JOIN date_bounds db
+    INNER JOIN medicine_products mp
+        ON rx."SNOMEDCode" = mp."ProductSnomedCode"
+    WHERE rx."PersonKey" IS NOT NULL
+      AND rx."CurrentGeneralPractice" IS NOT NULL
+      AND rx."DateMedicationStart" BETWEEN db."MinEventDate" AND db."MaxEventDate"
+),
+baseline_cohort AS (
+    -- Fixes each patient to the practice recorded during the baseline window.
+    SELECT DISTINCT
+        me."PersonKey",
+        me."PracticeCode"
+    FROM medicine_events me
+    WHERE me."DateMedicationStart" BETWEEN $BASELINE_START AND $BASELINE_END
+),
+baseline_counts AS (
+    SELECT
+        "PracticeCode",
+        COUNT(DISTINCT "PersonKey") AS "BaselineCount"
+    FROM baseline_cohort
+    GROUP BY "PracticeCode"
+),
+practice_periods AS (
+    -- Ensures every active practice returns one row per evaluation period.
+    SELECT
+        p."PracticeCode",
+        p."PracticeName",
+        ep."PeriodNumber",
+        ep."PeriodStartDate",
+        ep."PeriodEndDate"
+    FROM practices p
+    CROSS JOIN evaluation_periods ep
+),
+evaluation_counts AS (
+    SELECT
+        bc."PracticeCode",
+        ep."PeriodNumber",
+        ep."PeriodStartDate",
+        ep."PeriodEndDate",
+        COUNT(DISTINCT me."PersonKey") AS "EvaluationCount"
+    FROM baseline_cohort bc
+    CROSS JOIN evaluation_periods ep
+    LEFT JOIN medicine_events me
+        ON me."PersonKey" = bc."PersonKey"
+       AND me."DateMedicationStart" BETWEEN ep."PeriodStartDate" AND ep."PeriodEndDate"
+    GROUP BY bc."PracticeCode", ep."PeriodNumber", ep."PeriodStartDate", ep."PeriodEndDate"
+)
+SELECT
+    pp."PracticeCode",
+    pp."PracticeName",
+    pp."PeriodNumber",
+    pp."PeriodStartDate",
+    pp."PeriodEndDate",
+    COALESCE(bc."BaselineCount", 0) AS "BaselineCount",
+    COALESCE(ec."EvaluationCount", 0) AS "EvaluationCount",
+    COALESCE(bc."BaselineCount", 0) - COALESCE(ec."EvaluationCount", 0) AS "ReductionFromBaseline"
+FROM practice_periods pp
+LEFT JOIN baseline_counts bc
+    ON pp."PracticeCode" = bc."PracticeCode"
+LEFT JOIN evaluation_counts ec
+    ON pp."PracticeCode" = ec."PracticeCode"
+   AND pp."PeriodNumber" = ec."PeriodNumber"
+ORDER BY
+    pp."PracticeName",
+    pp."PeriodNumber";

04_rolling_and_pqs/dual_source_long_format_measure_template.sql

@@ -0,0 +1,147 @@
+/*
+    Dual-source long-format measure template
+    ========================================
+
+    Purpose:
+    Produce the same measure from dispensing and prescribing data, then return
+    a tidy long output:
+
+      OrganisationName, PeriodStartDate, PeriodEndDate, DataSource,
+      Measure, Indicator, Value
+
+    Why this shape:
+    - Easy to append multiple measures.
+    - Easy to chart in Excel or Power BI.
+    - Avoids changing columns every time a new indicator is added.
+
+    Replace the BNF filter and measure-specific calculations before use.
+*/
+
+SET FIRST_PERIOD_END_DATE = '2025-06-30';
+SET LAST_PERIOD_END_DATE = LAST_DAY(DATEADD('MONTH', -1, CURRENT_DATE()));
+SET LOOKBACK_MONTHS = 12;
+SET BNF_PREFIX = '0501';
+SET MEASURE_ID = 'M_REPLACE';
+
+WITH RECURSIVE date_periods AS (
+    -- Month-end series; cap LAST_PERIOD_END_DATE before sharing a final report.
+    SELECT $FIRST_PERIOD_END_DATE::DATE AS "PeriodEndDate"
+    UNION ALL
+    SELECT LAST_DAY(DATEADD(MONTH, 1, "PeriodEndDate"))::DATE AS "PeriodEndDate"
+    FROM date_periods
+    WHERE "PeriodEndDate" < $LAST_PERIOD_END_DATE::DATE
+),
+rolling_periods AS (
+    -- Converts each period end into a fixed lookback window.
+    SELECT
+        DATEADD(MONTH, 1 - $LOOKBACK_MONTHS, DATE_TRUNC('MONTH', "PeriodEndDate"))::DATE AS "PeriodStartDate",
+        "PeriodEndDate"
+    FROM date_periods
+),
+date_bounds AS (
+    SELECT
+        MIN("PeriodStartDate") AS "MinPeriodStartDate",
+        MAX("PeriodEndDate") AS "MaxPeriodEndDate"
+    FROM rolling_periods
+),
+practices AS (
+    -- Default reporting geography: active Norfolk and Suffolk parent GP practices.
+    SELECT DISTINCT
+        "OrganisationCode" AS "PracticeCode",
+        "OrganisationName" AS "OrganisationName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+),
+practice_periods AS (
+    SELECT
+        p."PracticeCode",
+        p."OrganisationName",
+        rp."PeriodStartDate",
+        rp."PeriodEndDate"
+    FROM practices p
+    CROSS JOIN rolling_periods rp
+),
+prescribing_events AS (
+    -- Pre-filter prescribing once to keep later rolling joins smaller.
+    SELECT
+        rx."PersonKey",
+        rx."CurrentGeneralPractice",
+        rx."DateMedicationStart",
+        rx."Quantity",
+        rx."EstPrice"
+    FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+    CROSS JOIN date_bounds db
+    INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+        ON rx."SNOMEDCode" = med."ProductSnomedCode"
+       AND med."BNFCode" LIKE $BNF_PREFIX || '%'
+    WHERE rx."PersonKey" IS NOT NULL
+      AND rx."DateMedicationStart" BETWEEN db."MinPeriodStartDate" AND db."MaxPeriodEndDate"
+),
+dispensing_agg AS (
+    -- Dispensing is official paid activity; use ProcessingPeriodDate for periods.
+    SELECT
+        pp."OrganisationName",
+        pp."PeriodStartDate",
+        pp."PeriodEndDate",
+        COUNT(DISTINCT gpm."PatientPseudonym") AS "Patients",
+        COALESCE(SUM(gpm."ItemCount"), 0) AS "Items",
+        COALESCE(SUM(gpm."PaidQuantity"), 0) AS "Quantity"
+    FROM practice_periods pp
+    LEFT JOIN NATIONAL.GPMED."MedicinesDispensedInPrimarycare" gpm
+        ON pp."PracticeCode" = gpm."CostCentreODSCode"
+       AND gpm."ProcessingPeriodDate" BETWEEN pp."PeriodStartDate" AND pp."PeriodEndDate"
+       AND gpm."PaidBNFCode" LIKE $BNF_PREFIX || '%'
+       AND gpm."PatientPseudonym" IS NOT NULL
+    GROUP BY pp."OrganisationName", pp."PeriodStartDate", pp."PeriodEndDate"
+),
+prescribing_agg AS (
+    -- Prescribing is current clinical-system activity from the unified table.
+    SELECT
+        pp."OrganisationName",
+        pp."PeriodStartDate",
+        pp."PeriodEndDate",
+        COUNT(DISTINCT rx."PersonKey") AS "Patients",
+        COUNT(rx."PersonKey") AS "Items",
+        COALESCE(SUM(TRY_CAST(rx."Quantity" AS FLOAT)), 0) AS "Quantity",
+        COALESCE(SUM(rx."EstPrice"), 0) AS "EstimatedCost"
+    FROM practice_periods pp
+    LEFT JOIN prescribing_events rx
+        ON pp."PracticeCode" = rx."CurrentGeneralPractice"
+       AND rx."DateMedicationStart" BETWEEN pp."PeriodStartDate" AND pp."PeriodEndDate"
+    GROUP BY pp."OrganisationName", pp."PeriodStartDate", pp."PeriodEndDate"
+)
+SELECT
+    "OrganisationName",
+    "PeriodStartDate",
+    "PeriodEndDate",
+    'Dispensing' AS "DataSource",
+    $MEASURE_ID AS "Measure",
+    'Patients' AS "Indicator",
+    CAST("Patients" AS FLOAT) AS "Value"
+FROM dispensing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Dispensing', $MEASURE_ID, 'Items', CAST("Items" AS FLOAT)
+FROM dispensing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Dispensing', $MEASURE_ID, 'Quantity', CAST("Quantity" AS FLOAT)
+FROM dispensing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Prescribing', $MEASURE_ID, 'Patients', CAST("Patients" AS FLOAT)
+FROM prescribing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Prescribing', $MEASURE_ID, 'Items', CAST("Items" AS FLOAT)
+FROM prescribing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Prescribing', $MEASURE_ID, 'Quantity', CAST("Quantity" AS FLOAT)
+FROM prescribing_agg
+UNION ALL
+SELECT "OrganisationName", "PeriodStartDate", "PeriodEndDate", 'Prescribing', $MEASURE_ID, 'EstimatedCost', CAST("EstimatedCost" AS FLOAT)
+FROM prescribing_agg
+ORDER BY
+    "PeriodEndDate",
+    "DataSource",
+    "OrganisationName",
+    "Indicator";

04_rolling_and_pqs/latest_data_dates.sql

@@ -0,0 +1,36 @@
+/*
+    Latest data dates
+    =================
+
+    Purpose:
+    Check freshness anchors before deciding reporting periods.
+
+    Notes:
+    - Dispensing uses ProcessingPeriodDate and usually lags.
+    - Unified prescribing DateMedicationStart can include future starts, so the
+      TPP DateEventRecorded probe is included as a more conservative source
+      event freshness marker.
+*/
+
+SELECT
+    'NATIONAL.GPMED.MedicinesDispensedInPrimarycare' AS "Source",
+    MAX("ProcessingPeriodDate")::DATE AS "LatestDate"
+FROM NATIONAL.GPMED."MedicinesDispensedInPrimarycare"
+
+UNION ALL
+
+SELECT
+    'REPORTING_DATASETS_ICB.SCRATCHPAD.MEDS__UnifiedPrescribingTable DateMedicationStart' AS "Source",
+    MAX("DateMedicationStart")::DATE AS "LatestDate"
+FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"
+WHERE "DateMedicationStart" <= CURRENT_DATE()
+
+UNION ALL
+
+SELECT
+    'PRIMARY_CARE.TPP.SRPrimaryCareMedication DateEventRecorded' AS "Source",
+    MAX(CAST("DateEventRecorded" AS DATE)) AS "LatestDate"
+FROM PRIMARY_CARE.TPP."SRPrimaryCareMedication"
+WHERE "DateEventRecorded" >= DATEADD('MONTH', -3, CURRENT_DATE())
+ORDER BY "Source";
+

04_rolling_and_pqs/rolling_period_generator.sql

@@ -0,0 +1,39 @@
+/*
+    Rolling period generator
+    ========================
+
+    Purpose:
+    Generate reusable rolling reporting windows for monthly outputs.
+
+    Use this first when a measure needs:
+    - one row per practice per period;
+    - a rolling lookback window;
+    - stable PeriodStartDate and PeriodEndDate columns for Excel or Power BI.
+*/
+
+SET FIRST_PERIOD_END_DATE = '2025-06-30';
+SET LAST_PERIOD_END_DATE = LAST_DAY(DATEADD('MONTH', -1, CURRENT_DATE()));
+SET LOOKBACK_MONTHS = 12;
+
+WITH RECURSIVE date_periods AS (
+    -- Month-end series; cap LAST_PERIOD_END_DATE before sharing a final report.
+    SELECT $FIRST_PERIOD_END_DATE::DATE AS "PeriodEndDate"
+    UNION ALL
+    SELECT LAST_DAY(DATEADD(MONTH, 1, "PeriodEndDate"))::DATE AS "PeriodEndDate"
+    FROM date_periods
+    WHERE "PeriodEndDate" < $LAST_PERIOD_END_DATE::DATE
+),
+rolling_periods AS (
+    -- Converts each period end into a fixed lookback window.
+    SELECT
+        DATEADD(MONTH, 1 - $LOOKBACK_MONTHS, DATE_TRUNC('MONTH', "PeriodEndDate"))::DATE AS "PeriodStartDate",
+        "PeriodEndDate",
+        $LOOKBACK_MONTHS AS "LookbackMonths"
+    FROM date_periods
+)
+SELECT
+    "PeriodStartDate",
+    "PeriodEndDate",
+    "LookbackMonths"
+FROM rolling_periods
+ORDER BY "PeriodEndDate";

05_audit_detail/human_readable_prescribing_detail.sql

@@ -0,0 +1,74 @@
+/*
+    Human-readable prescribing detail
+    =================================
+
+    Purpose:
+    Return row-level prescribing detail with medicine and organisation codes
+    replaced by useful names.
+
+    Use this after an aggregate measure finds a cohort that needs checking.
+    Keep the output explicit. Avoid SELECT rx.* in shared audit extracts.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+SET BNF_PREFIX = '0501';
+
+WITH practices AS (
+    -- Default reporting geography: active Norfolk and Suffolk parent GP practices.
+    SELECT
+        "OrganisationCode",
+        MIN("OrganisationName") AS "OrganisationName",
+        MIN("PCNName") AS "PCNName",
+        MIN("PlaceName") AS "PlaceName",
+        MIN("AllianceName") AS "AllianceName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    WHERE "OrganisationSubType" = 'GP Practice'
+      AND "IsSiteActive" = 'Yes'
+      AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+      AND "SiteCode" = "OrganisationCode"
+    GROUP BY "OrganisationCode"
+),
+organisations AS (
+    -- Broader organisation lookup for prescribers/providers that are not GP practices.
+    SELECT
+        "OrganisationCode",
+        MIN("OrganisationName") AS "OrganisationName"
+    FROM DATA_HUB.DWH."DimOrganisationAndSite"
+    GROUP BY "OrganisationCode"
+)
+SELECT
+    prescribing_org."OrganisationName" AS "PrescribingOrganisationName",
+    registered_gp."OrganisationName" AS "RegisteredPracticeName",
+    registered_gp."PCNName",
+    registered_gp."PlaceName",
+    registered_gp."AllianceName",
+    rx."PersonKey",
+    med."ProductDescription" AS "ProductName",
+    med."TherapeuticMoietyName",
+    med."BNFCode",
+    rx."DateMedicationStart",
+    rx."Name" AS "SourceProductName",
+    rx."Directions",
+    rx."Quantity",
+    rx."QuantityUnit",
+    rx."IsRepeatPrescription",
+    rx."MedicinalControlledDrugStatus",
+    rx."EstPrice",
+    rx."SourceSystem",
+    rx."DataHubCreatedDate",
+    rx."SourceRowKey"
+FROM REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable" rx
+INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+    ON med."ProductSnomedCode" = rx."SNOMEDCode"
+   AND med."BNFCode" LIKE $BNF_PREFIX || '%'
+INNER JOIN practices registered_gp
+    ON registered_gp."OrganisationCode" = rx."CurrentGeneralPractice"
+LEFT JOIN organisations prescribing_org
+    ON prescribing_org."OrganisationCode" = rx."OrgCode"
+WHERE rx."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+  AND rx."PersonKey" IS NOT NULL
+ORDER BY
+    registered_gp."OrganisationName",
+    rx."PersonKey",
+    rx."DateMedicationStart";

06_advanced_methods/product_price_and_quantity_parsing_template.sql

@@ -0,0 +1,144 @@
+/*
+    Product price and quantity parsing template
+    ===========================================
+
+    Purpose:
+    Reusable reference CTEs for estimating cost when working from raw EMIS or
+    TPP prescribing extracts rather than the maintained unified prescribing
+    table.
+
+    Prefer REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"
+    where possible. Use this file when you need to understand or rebuild the
+    price/quantity logic.
+*/
+
+SET START_DATE = '2025-04-01';
+SET END_DATE = '2026-03-31';
+
+WITH pack_level_data AS (
+    -- Pack-level records carry the most direct tariff/indicative unit prices.
+    SELECT
+        "ProductSnomedCode",
+        "ParentPresentationSnomedCode",
+        "MedicinalLatestSnomedCode",
+        "ProductLevel",
+        "PackUnitDescription",
+        COALESCE(
+            "DrugTariffPricePerUnit",
+            "IndicativePricePerUnit",
+            CASE WHEN "AnnualQuantity" > 0 THEN "AnnualCost" / "AnnualQuantity" END
+        ) / CASE WHEN LOWER("PackUnitDescription") IN ('litre', 'litres') THEN 1000 ELSE 1 END AS "PricePerUnit"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice"
+    WHERE "ProductLevel" IN ('VMPP', 'AMPP')
+),
+vmp_family_prices AS (
+    -- Fallback average where a pack has no direct price but belongs to a VMP family.
+    SELECT
+        "MedicinalLatestSnomedCode" AS "VmpCode",
+        AVG("PricePerUnit") AS "PricePerUnit"
+    FROM pack_level_data
+    WHERE "PricePerUnit" IS NOT NULL
+    GROUP BY "MedicinalLatestSnomedCode"
+),
+product_prices AS (
+    -- Returns one product-to-unit-price lookup across pack and presentation levels.
+    SELECT "ProductSnomedCode", "PricePerUnit"
+    FROM pack_level_data
+    WHERE "PricePerUnit" IS NOT NULL
+
+    UNION ALL
+
+    SELECT
+        pld."ProductSnomedCode",
+        vfp."PricePerUnit"
+    FROM pack_level_data pld
+    INNER JOIN vmp_family_prices vfp
+        ON pld."MedicinalLatestSnomedCode" = vfp."VmpCode"
+    WHERE pld."PricePerUnit" IS NULL
+
+    UNION ALL
+
+    SELECT
+        parent."ProductSnomedCode",
+        COALESCE(direct_avg."PricePerUnit", vfp."PricePerUnit") AS "PricePerUnit"
+    FROM DATA_HUB.DWH."DimMedicineAndDevice" parent
+    LEFT JOIN (
+        SELECT
+            "ParentPresentationSnomedCode" AS "ParentCode",
+            AVG("PricePerUnit") AS "PricePerUnit"
+        FROM pack_level_data
+        WHERE "PricePerUnit" IS NOT NULL
+        GROUP BY "ParentPresentationSnomedCode"
+    ) direct_avg
+        ON direct_avg."ParentCode" = parent."ProductSnomedCode"
+    LEFT JOIN vmp_family_prices vfp
+        ON parent."MedicinalLatestSnomedCode" = vfp."VmpCode"
+    WHERE parent."ProductLevel" IN ('VMP', 'AMP')
+      AND COALESCE(direct_avg."PricePerUnit", vfp."PricePerUnit") IS NOT NULL
+),
+tpp_quantity_parsed AS (
+    -- Parse common TPP free-text quantity patterns before estimating cost.
+    SELECT
+        med."IDPatient",
+        med."IDOrganisation",
+        med."IDMultiLexDMD" AS "ProductSnomedCode",
+        CAST(med."DateMedicationStart" AS DATE) AS "DateMedicationStart",
+        med."MedicationQuantity" AS "SourceQuantityText",
+        COALESCE(
+            CASE
+                WHEN REGEXP_SUBSTR(LOWER(med."MedicationQuantity"), '([0-9]+)\\s*packs?\\s+of\\s+([0-9]+)', 1, 1, 'e', 1) IS NOT NULL
+                THEN TRY_CAST(REGEXP_SUBSTR(LOWER(med."MedicationQuantity"), '([0-9]+)\\s*packs?\\s+of', 1, 1, 'e', 1) AS FLOAT)
+                   * TRY_CAST(REGEXP_SUBSTR(LOWER(med."MedicationQuantity"), 'of\\s+([0-9]+)', 1, 1, 'e', 1) AS FLOAT)
+            END,
+            CASE
+                WHEN REGEXP_SUBSTR(med."MedicationQuantity", '^([0-9]+)\\s*\\*\\s*([0-9]+)', 1, 1, 'e', 1) IS NOT NULL
+                THEN TRY_CAST(REGEXP_SUBSTR(med."MedicationQuantity", '^([0-9]+)', 1, 1, 'e', 1) AS FLOAT)
+                   * TRY_CAST(REGEXP_SUBSTR(med."MedicationQuantity", '\\*\\s*([0-9]+)', 1, 1, 'e', 1) AS FLOAT)
+            END,
+            CASE
+                WHEN REGEXP_SUBSTR(med."MedicationQuantity", '^1\\s*x\\s*([0-9]+\\.?[0-9]*)', 1, 1, 'e', 1) IS NOT NULL
+                THEN TRY_CAST(REGEXP_SUBSTR(med."MedicationQuantity", '^1\\s*x\\s*([0-9]+\\.?[0-9]*)', 1, 1, 'e', 1) AS FLOAT)
+            END,
+            CASE
+                WHEN REGEXP_SUBSTR(TRIM(med."MedicationQuantity"), '^[0-9]+\\.?[0-9]*$') IS NOT NULL
+                THEN TRY_CAST(TRIM(med."MedicationQuantity") AS FLOAT)
+            END,
+            CASE
+                WHEN REGEXP_SUBSTR(med."MedicationQuantity", '^([0-9]+\\.?[0-9]*)') IS NOT NULL
+                THEN TRY_CAST(REGEXP_SUBSTR(med."MedicationQuantity", '^([0-9]+\\.?[0-9]*)', 1, 1, 'e', 1) AS FLOAT)
+            END
+        ) AS "ParsedQuantity"
+    FROM PRIMARY_CARE.TPP."SRPrimaryCareMedication" med
+    WHERE med."DateMedicationStart" BETWEEN $START_DATE AND $END_DATE
+),
+example_tpp_output AS (
+    -- Example consumer query; adapt this CTE for a specific medicine/cohort.
+    SELECT
+        dp."PersonKey",
+        tpp."IDOrganisation" AS "OrgCode",
+        tpp."ProductSnomedCode",
+        tpp."DateMedicationStart",
+        tpp."SourceQuantityText",
+        tpp."ParsedQuantity",
+        pp."PricePerUnit",
+        ROUND(tpp."ParsedQuantity" * pp."PricePerUnit", 2) AS "EstimatedPrice"
+    FROM tpp_quantity_parsed tpp
+    INNER JOIN PRIMARY_CARE.TPP."SRPatient" pat
+        ON tpp."IDPatient" = pat."IDPatient"
+    INNER JOIN DATA_HUB.DWH."DimPerson" dp
+        ON pat."PatientPseudonym" = dp."PatientPseudonym"
+    LEFT JOIN product_prices pp
+        ON tpp."ProductSnomedCode" = pp."ProductSnomedCode"
+    WHERE pat."PatientPseudonym" IS NOT NULL
+)
+SELECT
+    "PersonKey",
+    "OrgCode",
+    "ProductSnomedCode",
+    "DateMedicationStart",
+    "SourceQuantityText",
+    "ParsedQuantity",
+    "PricePerUnit",
+    "EstimatedPrice"
+FROM example_tpp_output
+LIMIT 100;

README.md

@@ -0,0 +1,82 @@
+# Snowflake Medicines Optimisation Query Templates
+
+Curated Snowflake SQL templates for medicines optimisation analysis. The aim is to give a new analyst a clean starting point without copying the whole working query folder, including old experiments and one-off scripts.
+
+The templates are written for analysts who already understand medicines datasets and reporting concepts, but who may not have pharmacy training. Clinical judgement, formulary interpretation, and patient-level action should still be checked with the relevant clinical lead.
+
+## Start Here
+
+1. Use `docs/data_sources_and_join_patterns.md` to understand the main tables and joins.
+2. Use `01_medicine_lookups/medicine_reference_lookup.sql` to identify the right BNF, VTM, VMP, or product codes.
+3. Read `docs/sql_style_and_validation_guardrails.md` when adapting a template for the first time.
+4. Check `docs/template_validation_status.md` to see what was validated against Snowflake.
+5. Pick the closest template folder below.
+6. Replace the visible `SET` values and any `REPLACE_WITH...` placeholders.
+7. Run a small test first, then check output columns before using the result in a report.
+
+## Folder Guide
+
+`00_copied_reference/`
+
+Original files copied from the working repo because they were already template-like. Use them as reference, not as the preferred starting point.
+
+`01_medicine_lookups/`
+
+Lookup and extraction templates for medicines by VTM, VMP, BNF, dispensing product, or patient pseudonym.
+
+`02_prescribing_analysis/`
+
+Practice-level prescribing summaries, high-prescribing quintiles, and patient-level cost ranking.
+
+`03_cohorts_and_clinical_coding/`
+
+Templates for combining prescribing exposure with clinical coding, maintained SNOMED clusters, and month/practice event grids.
+
+`04_rolling_and_pqs/`
+
+Rolling-period, long-format, baseline-vs-evaluation, and latest-data templates. These are useful for PQS-style reporting and repeatable monthly outputs.
+
+`05_audit_detail/`
+
+Row-level audit extract pattern with medicine and organisation names added. Use this after an aggregate query identifies records worth checking.
+
+`06_advanced_methods/`
+
+More technical reference logic, currently including raw TPP quantity parsing and product price lookup. Prefer maintained tables unless you need to rebuild or audit the method.
+
+`docs/`
+
+Plain-language notes on data sources, joins, common medicines-analysis terms, SQL guardrails, and the copied introductory SQL/Snowflake training programme.
+
+## Common Defaults
+
+For Norfolk/Suffolk practice reporting, templates use:
+
+```sql
+WHERE "OrganisationSubType" = 'GP Practice'
+  AND "IsSiteActive" = 'Yes'
+  AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+  AND "SiteCode" = "OrganisationCode"
+```
+
+Change this deliberately if the report is Norfolk and Waveney only, branch-site level, provider-level, or national.
+
+## Practical Checks Before Sharing Outputs
+
+- Confirm whether the question needs prescribing data or dispensing data.
+- Check latest available dates before setting the reporting period.
+- Keep denominator logic visible in the SQL.
+- Use maintained coding clusters before text-searching SNOMED descriptions.
+- Avoid `SELECT *` in shared audit extracts.
+- Do not commit patient pseudonyms, row-level extracts, CSVs, or spreadsheets.
+
+## Template Sources
+
+The cleaned templates were derived from recurring patterns in the working query repo, including:
+
+- VTM/VMP prescribing and dispensing checks.
+- Practice-level high-prescribing analysis.
+- Prescribing plus clinical coding cohorts.
+- SMR/frailty-style monthly practice grids.
+- PQS rolling-period and long-format outputs.
+- Human-readable audit extracts using medicine and organisation dimensions.

docs/data_sources_and_join_patterns.md

@@ -0,0 +1,81 @@
+# Data Sources And Join Patterns
+
+This repo assumes access to the Norfolk and Suffolk Snowflake environment used for medicines optimisation analysis.
+
+## Core Medicines Sources
+
+`REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"`
+
+Use this for current prescribing analysis when available. It combines EMIS and TPP prescribing into a single shape with `PersonKey`, `SNOMEDCode`, `DateMedicationStart`, quantity, estimated price, source system, prescribing organisation, and current registered GP.
+
+`NATIONAL.GPMED."MedicinesDispensedInPrimarycare"`
+
+Use this for official dispensing activity. It is usually slower to refresh than prescribing but is better aligned to dispensing/payment concepts. Key columns include `ProcessingPeriodDate`, `PatientPseudonym`, `PaiddmdCode`, `PaidBNFCode`, `CostCentreODSCode`, `ItemCount`, `PaidQuantity`, and `TotalPaidGross`.
+
+`DATA_HUB.DWH."DimMedicineAndDevice"`
+
+Use this as the medicine reference table. It links SNOMED product codes to BNF, VTM, VMP, product descriptions, routes, strengths, and indicative price fields.
+
+`DATA_HUB.DWH."DimOrganisationAndSite"`
+
+Use this for practice names and hierarchy columns such as PCN, Place, Alliance, and INT. For Norfolk/Suffolk practice reports, the common filter is:
+
+```sql
+WHERE "OrganisationSubType" = 'GP Practice'
+  AND "IsSiteActive" = 'Yes'
+  AND "IsSiteNorfolkAndSuffolk" = 'Yes'
+  AND "SiteCode" = "OrganisationCode"
+```
+
+`DATA_HUB.DWH."DimPerson"`
+
+Use this for registered GP, age, demographic fields, and pseudonym-to-person links. For Suffolk-inclusive work, avoid old Norfolk-and-Waveney-only registration filters unless the report is explicitly Norfolk and Waveney only.
+
+`DATA_HUB.PHM."PrimaryCareClinicalCoding"`
+
+Use this for clinical coding events. Join on `PatientPseudonym`, then filter by `SNOMEDCode` and `EventDateTime`.
+
+`DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes"`
+
+Use maintained clinical coding clusters where possible. This is usually safer than searching SNOMED descriptions with text matching.
+
+## Common Joins
+
+Prescribing to medicine:
+
+```sql
+INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+    ON rx."SNOMEDCode" = med."ProductSnomedCode"
+```
+
+Prescribing to registered practice:
+
+```sql
+INNER JOIN DATA_HUB.DWH."DimOrganisationAndSite" gp
+    ON rx."CurrentGeneralPractice" = gp."OrganisationCode"
+   AND gp."SiteCode" = gp."OrganisationCode"
+```
+
+Dispensing to medicine:
+
+```sql
+INNER JOIN DATA_HUB.DWH."DimMedicineAndDevice" med
+    ON gpm."PaiddmdCode" = med."ProductSnomedCode"
+```
+
+Clinical coding to maintained cluster:
+
+```sql
+INNER JOIN DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes" c
+    ON cc."SNOMEDCode" = c."SNOMEDCode"
+   AND c."Cluster_ID" = 'REPLACE_WITH_CLUSTER_ID'
+```
+
+## Choosing The Date Field
+
+Use `ProcessingPeriodDate` for dispensing.
+
+Use `DateMedicationStart` for prescribing activity windows.
+
+Use `DateEventRecorded` as a conservative freshness marker for TPP prescribing extracts when checking whether the latest full month is safe to report.
+

docs/glossary_for_medicines_analysts.md

@@ -0,0 +1,54 @@
+# Glossary For Medicines Analysts
+
+This is a practical glossary for analysts working with medicines data. It is not clinical guidance.
+
+## Medicine Coding
+
+`dm+d`: Dictionary of medicines and devices. The source of SNOMED product codes used for medicines.
+
+`SNOMEDCode`: A coded identifier. In medicines queries this is usually a dm+d product code. In clinical coding queries it is usually a clinical event code.
+
+`VTM`: Virtual Therapeutic Moiety. Broad ingredient-level grouping, useful when you want all products for a medicine substance.
+
+`VMP`: Virtual Medicinal Product. More specific product family, useful when strength or formulation matters.
+
+`AMP`: Actual Medicinal Product. Branded or supplier-specific product.
+
+`VMPP` / `AMPP`: Pack-level products.
+
+`BNFCode`: British National Formulary hierarchy code. Useful for broad prescribing sections such as antibiotics or antidepressants.
+
+## Activity Sources
+
+`Prescribing`: Records from GP clinical systems showing prescriptions/issues. More current, but not the same as dispensed supply.
+
+`Dispensing`: BSA/GPMeds data showing items dispensed and paid. Better for payment-style reporting, usually with a lag.
+
+`ProcessingPeriodDate`: The month attached to dispensing data.
+
+`DateMedicationStart`: The prescribing date used in the unified prescribing table.
+
+## People And Organisations
+
+`PersonKey`: Internal person identifier used for linked analysis. Prefer this for patient counts where available.
+
+`PatientPseudonym`: Pseudonymised patient identifier. Needed for some joins to clinical coding and dispensing.
+
+`CurrentGeneralPractice`: Practice code attached to the patient or prescribing row.
+
+`OrganisationCode` / `SiteCode`: Organisation and site identifiers. For practice-level reporting, use the parent practice row where `SiteCode = OrganisationCode` unless branch-level reporting is intended.
+
+`PCN`, `Place`, `Alliance`, `INT`: Organisation hierarchy fields used for grouping practice outputs.
+
+## Analysis Terms
+
+`Cohort`: A defined set of patients meeting criteria.
+
+`Denominator`: The population used to calculate a rate, for example registered patients at a practice.
+
+`Numerator`: The count meeting the measure, for example patients prescribed a medicine.
+
+`Quintile`: One of five ranked groups. Quintile 5 is often used for highest prescribing when ranking from low to high.
+
+`Long format`: Output where each indicator is a row rather than a separate column. This is useful for appending measures and charting.
+

docs/sql_style_and_validation_guardrails.md

@@ -0,0 +1,42 @@
+# SQL Style And Validation Guardrails
+
+These notes are extracted from repeated medicines optimisation query work. They are intended to prevent common Snowflake and medicines-data errors.
+
+## Snowflake Syntax
+
+- Double-quote table and column identifiers, especially mixed-case columns such as `"PatientPseudonym"` and `"ProcessingPeriodDate"`.
+- Quote aliases that will be consumed by Excel, Power BI, Python, or another SQL layer: `COUNT(*) AS "PatientCount"`.
+- Use `CURRENT_DATE()` or `CURRENT_TIMESTAMP()` rather than T-SQL functions such as `GETDATE()`.
+- Use `LIMIT` for quick checks.
+- Cast long-format output values to a consistent numeric type before `UNION ALL`.
+
+## Medicines Table Choices
+
+- Use `REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"` for current prescribing analysis when available.
+- Use `NATIONAL.GPMED."MedicinesDispensedInPrimarycare"` for official dispensed/paid activity.
+- Do not treat prescribing and dispensing as interchangeable. They answer related but different questions.
+- Map prescribing SNOMED codes to BNF through `DATA_HUB.DWH."DimMedicineAndDevice"`.
+- Use `"ProductDescription"` for medicine names from `DimMedicineAndDevice`. Do not assume a `"ProductName"` column.
+
+## Geography And Denominators
+
+- Keep the practice CTE visible in each report.
+- For Norfolk/Suffolk GP practice outputs, use `DATA_HUB.DWH."DimOrganisationAndSite"` with `"IsSiteNorfolkAndSuffolk" = 'Yes'`.
+- Only use older Norfolk-and-Waveney flags when the report is explicitly Norfolk and Waveney only.
+- Be explicit about whether you are using organisation registered population, a counted active patient denominator, or another denominator.
+
+## Clinical Coding
+
+- Prefer maintained clusters in `DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes"` over text searching SNOMED descriptions.
+- Use `DATA_HUB.PHM."PrimaryCareClinicalCoding"` for unified clinical coding across systems.
+- Join clinical coding to patients through `PatientPseudonym`, then to `DimPerson` when person or practice fields are needed.
+- Make lookback windows visible in `SET` variables or a date CTE.
+
+## Validation Before Sharing
+
+- Check latest data dates before selecting a period.
+- Run a limited version first and inspect row counts.
+- Check the output column list before handing results to someone else.
+- Avoid `SELECT *` in audit/detail outputs.
+- Do not commit patient pseudonyms, CSV exports, spreadsheets, images, or local tooling files.
+

docs/template_validation_status.md

@@ -0,0 +1,62 @@
+# Template Validation Status
+
+Last reviewed: 2026-05-12
+
+## Scope
+
+The reusable SQL templates in folders `01_medicine_lookups` through
+`06_advanced_methods` were checked with the Snowflake MCP against live table
+metadata and representative parameter values. Templates that use `SET`
+variables were validated by substituting safe example literals into the final
+`SELECT` statement before running `describe_query`.
+
+The `00_copied_reference` folder and `docs/training_intro_snowflake_sql` are
+historic/reference material. They are retained for learning and comparison,
+not as the preferred starting point for new analysis.
+
+## Live Metadata Checked
+
+- `REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"`
+- `NATIONAL.GPMED."MedicinesDispensedInPrimarycare"`
+- `DATA_HUB.DWH."DimMedicineAndDevice"`
+- `DATA_HUB.DWH."DimOrganisationAndSite"`
+- `DATA_HUB.DWH."DimPerson"`
+- `DATA_HUB.PHM."ClinicalCodingClusterSnomedCodes"`
+- `DATA_HUB.PHM."PrimaryCareClinicalCoding"`
+- `PRIMARY_CARE.TPP."SRPrimaryCareMedication"`
+- `PRIMARY_CARE.TPP."SRPatient"`
+
+## Query Compilation Checks
+
+All files below passed Snowflake MCP `describe_query` validation:
+
+- `01_medicine_lookups/medicine_reference_lookup.sql`
+- `01_medicine_lookups/prescribing_by_vtm.sql`
+- `01_medicine_lookups/prescribing_by_vmp.sql`
+- `01_medicine_lookups/dispensing_by_vtm_or_vmp.sql`
+- `01_medicine_lookups/prescribing_for_patient_pseudonym.sql`
+- `02_prescribing_analysis/practice_level_bnf_prescribing_summary.sql`
+- `02_prescribing_analysis/high_prescribing_practices_quintile_template.sql`
+- `02_prescribing_analysis/prescribing_spend_by_patient_template.sql`
+- `03_cohorts_and_clinical_coding/cluster_code_lookup.sql`
+- `03_cohorts_and_clinical_coding/monthly_clinical_event_count_by_practice.sql`
+- `03_cohorts_and_clinical_coding/prescribing_plus_clinical_code_cohort.sql`
+- `04_rolling_and_pqs/rolling_period_generator.sql`
+- `04_rolling_and_pqs/latest_data_dates.sql`
+- `04_rolling_and_pqs/baseline_vs_evaluation_template.sql`
+- `04_rolling_and_pqs/dual_source_long_format_measure_template.sql`
+- `05_audit_detail/human_readable_prescribing_detail.sql`
+- `06_advanced_methods/product_price_and_quantity_parsing_template.sql`
+
+## Freshness Probe
+
+The `latest_data_dates.sql` query was also executed with Snowflake MCP. At the
+time of review it returned:
+
+- `NATIONAL.GPMED."MedicinesDispensedInPrimarycare"` latest
+  `ProcessingPeriodDate`: `2025-07-01`
+- `PRIMARY_CARE.TPP."SRPrimaryCareMedication"` latest `DateEventRecorded`
+  within the recent-window probe: `2026-03-28`
+- `REPORTING_DATASETS_ICB.SCRATCHPAD."MEDS__UnifiedPrescribingTable"` latest
+  non-future `DateMedicationStart`: `2026-05-12`
+