DAX or Power Query | Correct value of record based on related records within same table - dax

Question

The problem I'm trying to solve is on a multi-doctor planner database. Due to human error & bad habits, 3 different appointment status indicate to the user that the appointment actually took place. Ufortunately, there is an exception, evident only to the user, that takes place whenever a patient has more than one appointment on the same day, with the same doctor.
Case in point, Fulano de Tal had a multi stage consult with Dr. Smith on the 9th, starting at 13:30 hrs. The first 2 sessions (APP_IDs 2 and 3) are easily indentified as completed, but the one at 14:30 hrs had to have taken place, or would have been outright marked as cancelled. The reason it is known that APP_ID 4 took place is that 2 and 3 were completed. Fulano did not arrive to app_id 5, because it was on the next day, and there was no previous engagement on that day that could be used as a reference.
On the other hand, Pedrito was supposed to have a 3 stage consult with Dr. Doe. Pedrito did not arrive to APP_ID 6, but he did arrive for 7 and 8. APP_ID 7 completion is evident, but we only know 8 did so, because it was scheduled on the same day, at a later hour, whereas APP_ID 6 was scheduled before the one we know for certain took place.
APP_ID
Planner ID
Patient
Date
Date_Time
System Status
Completed?
1
Dr. Smith
Juan Perez
09-dec-2022
09-dec-2022 12:00
Completed
YES
2
Dr. Smith
Fulano de Tal
09-dec-2022
09-dec-2022 13:00
In Consult
YES
3
Dr. Smith
Fulano de Tal
09-dec-2022
09-dec-2022 13:30
Waiting
YES
4
Dr. Smith
Fulano de Tal
09-dec-2022
09-dec-2022 14:00
Called Upon
should be YES
5
Dr. Smith
Fulano de Tal
10-dec-2022
10-dec-2022 14:30
Called Upon
NO
6
Dr. Doe
Pedrito
09-dec-2022
09-dec-2022 09:00
Called Upon
NO
7
Dr. Doe
Pedrito
09-dec-2022
09-dec-2022 09:30
Completed
YES
8
Dr. Doe
Pedrito
09-dec-2022
09-dec-2022 10:00
Called Upon
should be YES
What I need is a calculated column that returns YES whenever:
The status is either Completed, In Consult or Waiting (this is the easy part)
The status is Called Upon AND the patient already had an appointment whose status is one of the above AND it took place on the same day AND it took place at a later time.
I already tried it on Dax, using a calculated countrows, like in this post, and adding additional conditions within the filter. But I guess because powerbi sorts the table so as to optimize storage, the earlier() function does can't properly do a sweep based on dates and time. Therefore, the solution might lie at powerquery, where I can use table.buffer to forcefully sort the table, but what I outright don't know how to do is add the calculated column that makes the full sweep to check for the easy condition and the four less than easy ones.
A solution in either powerquery or with dax work for me.
Please, help me out.

Answer 1

M / Powerquery method
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Date_Time", type datetime}}),
// x[] is current row, [] is entire table
#"Added Custom" = Table.AddColumn(#"Changed Type", "Custom",
(x)=>Table.RowCount(Table.SelectRows( #"Changed Type", each
[Patient]=x[Patient]
and ([System Status]="Completed" or [System Status]="In Consult" or [System Status]="Waiting")
and x[System Status]="Called Upon"
and [Date]=x[Date]
and [Date_Time]<x[Date_Time]))
),
#"Added Custom1" = Table.AddColumn(#"Added Custom", "Completed", each if [System Status]="Completed" or [System Status]="In Consult" or [System Status]="Waiting" or [Custom]>0 then "YES" else "NO"),
#"Removed Columns" = Table.RemoveColumns(#"Added Custom1",{"Custom"})
in #"Removed Columns"
EDITED VERISON
let Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
process=(z as table)=> let
#"ProcessTable" = Table.AddColumn(z, "Custom",
(x)=>Table.RowCount(Table.SelectRows( z, each
([System Status]="Completed" or [System Status]="In Consult" or [System Status]="Waiting")
and x[System Status]="Called Upon"
and [Date_Time]<x[Date_Time]))
) in #"ProcessTable",
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type date}, {"Date_Time", type datetime}}),
#"Grouped Rows" = Table.Group(#"Changed Type", {"Patient", "Date"}, {{"data", each process(_), type table }}),
#"Expanded data" = Table.ExpandTableColumn(#"Grouped Rows", "data", {"APP_ID", "Planner ID", "Date_Time", "System Status", "Custom"}, {"APP_ID", "Planner ID", "Date_Time", "System Status", "Custom"}),
#"Added Custom1" = Table.AddColumn(#"Expanded data", "Completed", each if [System Status]="Completed" or [System Status]="In Consult" or [System Status]="Waiting" or [Custom]>0 then "YES" else "NO")
in #"Added Custom1"

Answer 2

#horseyride
In the end, I went for an auxiliary table. I made a reference query in powerquery, selecting only the states that guarantee the completion of each appointment, and the columns needed to relate the ambiguous consults in the main table.
Although the appointment IDs are not unique, they almost are. So, even though a calculated ditinct count proved to be too much for my machine, a countrows of a filtered table (by the relatable traits) proved quite fast.
Thank you #horseyride.