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
Flow-MM-HL7-Processing-LoadVisits
22 tasks · EugeneGI
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 TempBatchVisitsql
flow_mm_hl7_processing_loadvisits__load_tempbatchvisit.sqldisabled✨ Builds a temporary batch table to identify upcoming visits requiring initial or follow-up insurance eligibility and benefit verification.writesTempBatchVisitVisitEligServiceTypesVisitServiceTypes· readsDimensionMemberTempBatchVisitTransformVisitTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisitEligServiceTypesVisitServiceTypes - Augment Visit Deltasql
flow_mm_hl7_processing_loadvisits__augment_visit_delta.sqldisabled✨ Updates the visit delta table by adding records flagged as requiring new insurance eligibility lookups from the batch process.writesVisitDelta· readsTempBatchVisitVisitDelta - ReprocessChangedConfigurationsReprocessChangedConfigurationsIdentify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.reprocess visits
- Augment VisitDelta - ReprocessChangedConfigssql
flow_mm_hl7_processing_loadvisits__augment_visitdelta_reprocesschangedconfigs.sql✨ Updates insurance mappings for queued visits and flags them in the delta table for downstream reprocessing.writesVisitDeltaVisitKeyLookup· readsTransformVisitVisitDeltaVisitKeyLookup - LoadVisitBatchLoadVisitBatchLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsDimensionMemberInsuranceMapPatientTransformVisitTransformVisitInsuranceVisitVisitDelta↳ feeds from Augment VisitDelta - ReprocessChangedConfigs, Sync Visits and Quotescustom visit queryauto charge queryauto service type querycustom coverage queryadd zero charge - AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatchApplies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
- CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.auto query
- Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatchcustom queryDISABLED - AutoApplyBenefitsAutoApplyBenefitsPopulates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
- CalculateVisitsflowCompute the good-faith estimate (CalculateVisits).· reads
DimensionMemberVisitBatch↳ feeds from LoadVisitBatchcustom querycalculate chargesbatch mode - LogVisitChangeEventsBatchLogVisitChangeEventsBatchCompare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
- ExportBatchVisitEligibilityflowPush the batch to the app / export results.· reads
EligibilityTxnvisitbatch↳ feeds from LoadVisitBatchcustom querytable name=BatchVisitEligibility - Load TransformVisitInsuranceCoverageStatussql
flow_mm_hl7_processing_loadvisits__load_transformvisitinsurancecoveragestatus.sql✨ Calculates and loads the latest insurance eligibility status and coverage details for visits in the current batch.writesTempEligibilityStatsTransformVisitInsuranceCoverageStatus· readsTempEligibilityStatsTransformVisitInsuranceVisitBatch↳ feeds from LoadVisitBatch ▶Flow-MM-HL7-Processing-CustomPropertysub-job · 8↗
- Load Primary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode - Load Secondary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode - Load Tertiary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=TertiaryCoverageStatuscustom querybatch mode - LoadCustomNotesCustomPropertyLoadCustomNotesCustomProperty· reads
BundleNotesMappingHL7VisitVisitBatchentity=Visitcustom property key=CustomNotescustom querybatch mode - LoadPriorAuthCustomPropertyLoadPriorAuthCustomProperty· reads
CustomPropertyMapTransformVisitInsuranceVisitbatchsourcepriorauthdetailsentity=Visitcustom property key=PriorAuthcustom querybatch mode - LoadMedicaidRolloverCustomPropertyLoadMedicaidRolloverCustomProperty· reads
CustomPropertyMapTransformVisitInsuranceVisitBatchentity=Visitcustom property key=MedicaidRollovercustom querybatch mode - Load Has Active Medicaid/Medicare InsuranceUpdateCustomPropertyFromQuery· reads
DimensionMemberTransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=HasActiveMedicaid/MedicareInsurancecustom querybatch mode - Update HasMisMatchedMemberID Custom Property after recheckUpdateCustomPropertyFromQuery· reads
BatchVisitEligibilityEligibilityTxnVisitBatchentity=Visitcustom property key=HasMismatchedMemberIDcustom querybatch mode
- Sync Visits and QuotesSyncBatchSynchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.writes
CustomPropertyMapQuoteVisitVisitChangeEvent· readsCustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch↳ feeds from LoadVisitBatchsync quotesync visitsync custom property mapsync visit change event - ExportBatchVisitEligibilityflowdisabledPush the batch to the app / export results.· reads
EligibilityTxnVisitBatchcustom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED - SearchForInsuranceflowdisabledFind coverage for visits missing insurance.· reads
EligibilityTxnBatchcustom querytable name=InsuranceSearch_Resultbatch modeDISABLED ▶Load-Visit-Factsub-job · 1↗
- Load VisitFactsql
load_visit_fact__load_visitfact.sql✨ Refreshes the visit fact table by recalculating statuses, payment flags, and letter activity for visits with recent updates or transactions.writesVisitFact· readsEligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
▶Update-Dashboard-Tablessub-job · 1↗
- UpdateDashboardTablesUpdateDashboardTablesRegenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
- LoadVisitBatchAutoSendsql
flow_mm_hl7_processing_loadvisits__loadvisitbatchautosend.sql✨ Populates the auto-send queue with visit data to facilitate automated end-of-day processing and communication.writesVisitBatchAutoSend· readsVisitBatch↳ feeds from LoadVisitBatch