task tree
What the sub-job runs
Tasks in order, each with what it does — typed stepsfrom the MDClarity task docs (click to open the reference), sub-jobsyou can expand inline (▶) to reveal their own tasks, and SQL steps summarized by Gemini (✨). Every step shows the tables it writes/reads and which earlier step it feeds from(sqlglot lineage).
sub-job
Load-Transform-RemitData
24 tasks · ECP
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
- Load RemitDeltasql
load_transform_remitdata__load_remitdelta.sql✨ Identifies recently processed or updated electronic remittance claims to determine which records require incremental transformation and loading.writesRemitDelta· readsEDIFilesProcessedRemitDeltaTransformRemitTxn835Txn835ClaimPayment↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitsql
load_transform_remitdata__load_transformremit.sql✨ Transforms raw remittance transaction data into a structured format by parsing payer details, payment amounts, and insurance filing indicators.writesTransformRemit· readsTxn835Txn835ClaimPaymentTxn835ClaimPaymentLineTxn835ClaimPaymentOtherClaimAmount - Load TransformRemitEncounterMapsql
load_transform_remitdata__load_transformremitencountermap.sql✨ Maps remittance claims to their respective data sources and patient accounts using provider identifiers and complex matching logic.writesTransformRemitEncounterMap· readsTransformRemitEncounterMap - Update TransformRemitEncounterMapsql
load_transform_remitdata__update_transformremitencountermap.sql✨ Updates remittance mapping records with patient account identifiers by matching service dates and charge IDs at the line level.· readsTransformChargeTransformRemitEncounterMapTransformRemitLinerem↳ feeds from Load TransformRemitEncounterMap, Load TransformRemitLine - Load TempRemitCOB (old)sql
load_transform_remitdata__load_tempremitcob_old.sqldisabled✨ Builds a temporary table to determine claim status, member IDs, and coordination of benefits order for remittance data. - Load TempRemitCOBsql
load_transform_remitdata__load_tempremitcob.sql✨ Builds a temporary table mapping remittance data to encounters while calculating coordination of benefits and current claim status.writesTempRemitCOBTransformRemit· readsTempRemitCOBTransformRemitTransformRemitAdjustmentTransformRemitEncounterMap↳ feeds from Load TransformRemit, Load TransformRemitAdjustment, Load TransformRemitEncounterMap - Load TransformRemitAdjustmentsql
load_transform_remitdata__load_transformremitadjustment.sql✨ Loads claim and line-level adjustments by unpivoting reason codes and amounts from electronic remittance advice transactions.writesTransformRemitAdjustment· readsTransformRemitTxn835ClaimAdjustment↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitLinesql
load_transform_remitdata__load_transformremitline.sql✨ Loads detailed remittance line items, mapping procedure codes, service dates, and payment amounts from electronic remittance advice.writesTransformRemitLine· readsTransformRemitTxn835ClaimPaymentLine↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitAdjustmentAggregatesql
load_transform_remitdata__load_transformremitadjustmentaggregate.sqldisabled✨ Aggregates claim adjustments to identify and categorize initial and current denials based on standardized reason code rollups.writesTransformRemitAdjustmentAggregate· readsAdjustmentCodeRollupTransformRemitTransformRemitAdjustmentTransformRemitLine - Load TransformChargeTransactionMeasureRemitsql
load_transform_remitdata__load_transformchargetransactionmeasureremit.sqldisabled✨ Summarizes financial metrics including payments, charges, and denials at the line level for remittance reporting and analysis.writesTransformChargeTransactionMeasureRemit· readsTransformRemitTransformRemitAdjustmentAggregateTransformRemitLine - Load TransformTxn837sql
load_transform_remitdata__load_transformtxn837.sqldisabled✨ Loads and transforms outbound claim header data, determining bill types and mapping patient, subscriber, and provider information.writesTransformTxn837· readsTxn837PTxn837PServiceLine - Load TransformTxn837Linesql
load_transform_remitdata__load_transformtxn837line.sqldisabled✨ Loads transformed service line details for outbound claims, including procedure codes, modifiers, and rendering provider information.writesTransformTxn837Line· readsTransformTxn837Txn837PServiceLine - Load TransformAccountsql
load_transform_remitdata__load_transformaccount.sqldisabled✨ Builds the account transformation table by consolidating primary and secondary claim data, provider details, and insurance information from EDI sources.writesTransformAccount· readsEDIFacilityMapTransformTxn837 - Load TransformChargesql
load_transform_remitdata__load_transformcharge.sqldisabled✨ Loads detailed service line charges by mapping procedure codes, modifiers, and units while generating unique keys for charge matching.writesTransformCharge· readsTransformAccountTransformTxn837TransformTxn837Line - Merge TransformPatientsql
load_transform_remitdata__merge_transformpatient.sqldisabled✨ Updates or inserts patient demographic records using the most recent contact and identity information found in claim transaction data.writesTransformPatient· readsTransformTxn837 - Load TempTransactions (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactions_for_revfind_recovery.sql✨ Builds a temporary transaction table by combining payment and adjustment data from remittance records and categorizing them for recovery analysis.writesTempTransactions· readsTempTransactions - Load TempTransactionsAgg (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsagg_for_revfind_recovery.sql✨ Aggregates transaction data by claim and line item to calculate total payments, adjustments, and denials for recovery reporting.writesTempTransactionsAgg - Load TempTransactionsAggTotal (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsaggtotal_for_revfind_recovery.sql✨ Summarizes aggregated transactions to compare initial and current payment, denial, and adjustment totals across different coordination of benefits levels.writesTempTransactionsAggTotal· readsTempTransactionsAggTotal - Load TempTransactionsAggTotalFinal (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsaggtotalfinal_for_revfind_recovery.sqldisabled✨ Produces the final consolidated summary of financial metrics, including total paid, denied, and adjusted amounts for each claim line.writesTempTransactionsAggTotalFinal - Update TransformChargeTransactionMeasure (for RevFind Recovery)sql
load_transform_remitdata__update_transformchargetransactionmeasure_for_revfind_recovery.sqldisabled✨ Updates the charge transaction measurement table with final calculated payment, patient responsibility, and contract adjustment totals for recovery tracking.· readsTempTransactionsAggTotalFinalTransformChargeTransactionMeasuret - Append PatientID on TransformAccountsql
load_transform_remitdata__append_patientid_on_transformaccount.sqldisabled✨ Updates account records with patient identifiers by matching claim transaction details against existing patient mapping data.· readsTransformAccountTransformPatientTransformTxn837ta - Append TransformPatient, Second Append of PatientID to TransformAccountsql
load_transform_remitdata__append_transformpatient_second_append_of_patientid_to_transformaccount.sqldisabled✨ Updates the patient master list and assigns patient identifiers to accounts using encounter and practice information.writesTempTransformPatientTransformPatient· readsTempTransformPatientTransformAccountta - TempChargeLinkRemit (moved to Load Account Transform)sql
load_transform_remitdata__tempchargelinkremit_moved_to_load_account_transform.sqldisabled✨ Builds a temporary mapping table to link charge records with remittance data based on procedure codes and service dates.writesTempChargeLinkRemit· readsChargeTypeSourceChargeSourceEncounterTempChargeLinkRemitTransformCharge - TempTransactionsAggTotalLink (moved to Load Account Transform)sql
load_transform_remitdata__temptransactionsaggtotallink_moved_to_load_account_transform.sqldisabled✨ Builds an aggregated transaction table that links financial totals to specific accounts and charges for remittance reporting.writesTempTransactionsAggTotalLink· readsTempChargeLinkRemitTempTransactionsAggTotalTempTransactionsAggTotalLink