Legacy Pipeline Atlas worker-1snapshot 2026-07-15

Batch / file feed · RevFind pipeline

EyeSouth · Daily-Processing

pipeline EyeSouth/Daily-Processing · db EyeSouth_ProdMirror · updated 2025-09-17
classification: revfind · 0 Flow markers

trigger

How it's scheduled

Daily batch — once at 06:30

The Batch / file feed arrives as a scheduled drop, so one overnight pass is enough: it ingests the day's file and works the whole batch to process the visits. A tighter loop would just re-scan the same file.

Scheduled taskCadenceServerStateCoordination
\MDC\Daily - Processing - EyeSouthdaily at 06:30prod-db-3disabledstandalone

shape

The RevFind back-office spine

RevFind pipelines share a back-office shape: ingest → load accounts → reconcile remits → model contracts → surface underpayments. Lit stages are the ones this pipeline runs.

Ingest
Batch / file feed
→
Accounts / AR
ACCT
→
Remit (835)
→
Contract model
→
Payer rules
PAYR
→
Work queue & sync
Dashboards

computed concepts · from the SQL

What it computes

Business concepts mined from this pipeline's SQL text — the meaning behind the typed steps. Each links to the concept lens (who else computes it).

Good-faith estimateDenial / underpaymentCPT / procedure logic

Payers in SQLBCBSHumanaMedicareUnitedHealthcare

task tree

What the pipeline 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).

revfind

Daily-Processing

12 tasks · EyeSouth
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
  1. ▶Load-From-NextTechsub-job · 25↗
    1. ImportSqlImportSqldisabled
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechTest
      connection=EyeSouth_ProdMirror-sqlserversql file=sql/load_from_nexttech__importsql.sqltable name=ImportNextTechTestimport mode=Replacedata source type=SqlServer
    2. PracticePlusPracticePlusdisabled
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPTest
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPTestimport mode=Replacedata source type=SqlServerDISABLED
    3. PracticePlus Charge ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPCharge
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPChargeimport mode=Replacedata source type=SqlServer
    4. PracticePlus Adjustment ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPAdjustment
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPAdjustmentimport mode=Replacedata source type=SqlServer
    5. PracticePlus Payment ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPPayment
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPPaymentimport mode=Replacedata source type=SqlServer
    6. PracticePlus Encounter ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPEncounter
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPEncounterimport mode=Replacedata source type=SqlServer
    7. PracticePlus Facility ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPFacility
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPFacilityimport mode=Replacedata source type=SqlServer
    8. PracticePlus Provider ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPProvider
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPProviderimport mode=Replacedata source type=SqlServer
    9. PracticePlus Practice ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPPractice
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPPracticeimport mode=Replacedata source type=SqlServer
    10. PracticePlus InsurancePlan ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPInsurancePlan
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPInsurancePlanimport mode=Replacedata source type=SqlServer
    11. PracticePlus Chargemaster ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPChargemaster
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPChargemasterimport mode=Replacedata source type=SqlServer
    12. PracticePlus Supply Master ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPSupply
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPSupplyimport mode=Replacedata source type=SqlServer
    13. PracticePlus Product Master ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPProduct
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPProductimport mode=Replacedata source type=SqlServer
    14. PracticePlus PatientInsurance ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPPatientInsurance
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPPatientInsuranceimport mode=Replacedata source type=SqlServer
    15. PracticePlus Encounter ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPEncounter
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPEncounterimport mode=Replacedata source type=SqlServer
    16. PracticePlus Patient ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPPatient
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPPatientimport mode=Replacedata source type=SqlServer
    17. PracticePlus Claim ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechPPClaim
      connection=EyeSouth_ProdMirror-sqlserver-2table name=ImportNextTechPPClaimimport mode=Replacedata source type=SqlServer
    18. Load SourceNextTechPPChargesqlload_from_nexttech__load_sourcenexttechppcharge.sql
      ✨ Updates the source charge table by replacing existing records with the latest imported charge data and timestamping the changes.
      writes SourceNextTechPPCharge · reads ImportNextTechPPCharge
      ↳ feeds from PracticePlus Charge Export
    19. Load SourceNextTechPPAdjustmentsqlload_from_nexttech__load_sourcenexttechppadjustment.sql
      ✨ Updates the source adjustment table by replacing existing records with the latest imported adjustment data and applying a timestamp.
      writes SourceNextTechPPAdjustment · reads ImportNextTechPPAdjustment
      ↳ feeds from PracticePlus Adjustment Export
    20. Load SourceNextTechPPPaymentsqlload_from_nexttech__load_sourcenexttechpppayment.sql
      ✨ Updates the source payment table by replacing existing records with the latest imported payment data.
      writes SourceNextTechPPPayment · reads ImportNextTechPPPayment
      ↳ feeds from PracticePlus Payment Export
    21. Load SourceNextTechPPEncountersqlload_from_nexttech__load_sourcenexttechppencounter.sql
      ✨ Updates the source encounter table by replacing existing records with the latest imported encounter data.
      writes SourceNextTechPPEncounter · reads ImportNextTechPPEncounter
      ↳ feeds from PracticePlus Encounter Export
    22. Load SourceNextTechPPChargemastersqlload_from_nexttech__load_sourcenexttechppchargemaster.sql
      ✨ Updates the source chargemaster table by replacing existing records with the latest imported service and pricing data.
      writes SourceNextTechPPChargemaster · reads ImportNextTechPPChargemaster
      ↳ feeds from PracticePlus Chargemaster Export
    23. Load SourceNextTechPPSupplysqlload_from_nexttech__load_sourcenexttechppsupply.sql
      ✨ Updates the source supply table by replacing existing records with the latest imported supply data.
      writes SourceNextTechPPSupply · reads ImportNextTechPPSupply
      ↳ feeds from PracticePlus Supply Master Export
    24. Load SourceNextTechPPProductsqlload_from_nexttech__load_sourcenexttechppproduct.sql
      ✨ Updates the source product table by replacing existing records with the latest imported product data.
      writes SourceNextTechPPProduct · reads ImportNextTechPPProduct
      ↳ feeds from PracticePlus Product Master Export
    25. Load SourceNextTechPPPracticesqlload_from_nexttech__load_sourcenexttechpppractice.sql
      ✨ Updates the source practice table by replacing existing records with the latest imported practice location data.
      writes SourceNextTechPPPractice · reads ImportNextTechPPPractice
      ↳ feeds from PracticePlus Practice Export
  2. ▶Load-From-NextTech-Selectsub-job · 13↗
    1. Select Bill ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectBill
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectBillimport mode=Replacedata source type=SqlServer
    2. Select Charge ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectCharge
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectChargeimport mode=Replacedata source type=SqlServer
    3. Select ChargeResp ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectChargeResponsibility
      connection=EyeSouth_ProdMirror-sqlserverimport mode=Replacedata source type=SqlServer
    4. Select Payment ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectPayment
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectPaymentimport mode=Replacedata source type=SqlServer
    5. Select Adjustment ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectAdjustment
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectAdjustmentimport mode=Replacedata source type=SqlServer
    6. Select InsuredParty ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectInsuredParty
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectInsuredPartyimport mode=Replacedata source type=SqlServer
    7. Select Patient ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectPatient
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectPatientimport mode=Replacedata source type=SqlServer
    8. Select Location ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectLocation
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectLocationimport mode=Replacedata source type=SqlServer
    9. Select Provider ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectProvider
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectProviderimport mode=Replacedata source type=SqlServer
    10. Select Chargemaster ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectChargemaster
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectChargemasterimport mode=Replacedata source type=SqlServer
    11. Select InsPlan ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectInsPlan
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectInsPlanimport mode=Replacedata source type=SqlServer
    12. Select InsCo ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectInsCo
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectInsCoimport mode=Replacedata source type=SqlServer
    13. Select PracticeList ExportImportSql
      Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.
      writes ImportNextTechSelectPractice
      connection=EyeSouth_ProdMirror-sqlservertable name=ImportNextTechSelectPracticeimport mode=Replacedata source type=SqlServer
  3. ▶Load-Relations-NextTechPPsub-job · 8↗Loads relational tables like Patient and Provider
    1. Load Provider Mapsqlload_relations_nexttechpp__load_provider_map.sql
      ✨ Builds a mapping table to link imported provider identifiers with unique internal keys for cross-system consistency.
      writes ProviderMap · reads ImportNextTechPPProviderProviderMap
    2. Load Provider Relationsqlload_relations_nexttechpp__load_provider_relation.sql
      ✨ Updates or inserts provider records, including names, types, and credentials, into the master provider table.
      writes Provider · reads ImportNextTechPPProviderProviderMap
      ↳ feeds from Load Provider Map
    3. Load Practice Mapsqlload_relations_nexttechpp__load_practice_map.sql
      ✨ Updates the practice mapping table by synchronizing practice identifiers and names from the source system.
      writes PracticeMap · reads ImportNextTechPPPractice
    4. Load Facility Mapsqlload_relations_nexttechpp__load_facility_map.sql
      ✨ Loads new facility identifiers into the facility map to ensure unique tracking across different source databases.
      writes FacilityMap · reads FacilityMapImportNextTechPPFacility
    5. Load FacilityLoadEntities
      writes Facility · reads FacilityMapImportNextTechPPFacilityPracticeMapSourceNextTechPPEncounter
      ↳ feeds from Load Facility Map, Load Practice Map
      entity type=Facilitycustom querykey prefix=F
    6. Load Insurance Mapsqlload_relations_nexttechpp__load_insurance_map.sql
      ✨ Loads unique plan identifiers into the master insurance map from the source system to support insurance plan tracking.
      writes MasterInsuranceMap · reads ImportNextTechPPInsurancePlanMasterInsuranceMap
    7. Load SourceInsuranceMapsqlload_relations_nexttechpp__load_sourceinsurancemap.sql
      ✨ Updates the source insurance map by linking internal insurance identifiers with their corresponding source system plan data.
      writes SourceInsuranceMap · reads ImportNextTechPPInsuranceMap
    8. Load InsuranceLoadEntities
      writes Insurance · reads InsuranceSourceInsuranceMap
      ↳ feeds from Load SourceInsuranceMap
      entity type=Insuranceauto querykey prefix=I
  4. ▶Load-Relations-NextTechSelectsub-job · 8↗Loads relational tables like Patient and Provider
    1. Load Provider Mapsqlload_relations_nexttechselect__load_provider_map.sql
      ✨ Loads unique provider identifiers into the provider map by joining provider and practice data from the source system.
      writes ProviderMap · reads ImportNextTechSelectPracticeImportNextTechSelectProviderProviderMap
    2. Load Provider Relationsqlload_relations_nexttechselect__load_provider_relation.sql
      ✨ Updates provider records with names, types, and credentials for providers who have associated billing activity in the system.
      writes Provider · reads ImportNextTechSelectChargeImportNextTechSelectProviderProviderMap
      ↳ feeds from Load Provider Map
    3. Load Practice Mapsqlload_relations_nexttechselect__load_practice_map.sql
      ✨ Updates the practice mapping table by synchronizing practice names and identifiers from the source system.
      writes PracticeMap · reads ImportNextTechSelectPractice
    4. Load Facility Mapsqlload_relations_nexttechselect__load_facility_map.sql
      ✨ Loads new facility and location identifiers into the facility map by linking location data with practice records.
      writes FacilityMap · reads FacilityMapImportNextTechSelectLocationImportNextTechSelectPractice
    5. Load FacilityLoadEntities
      writes Facility · reads FacilityMapImportNextTechSelectBillImportNextTechSelectLocationPracticeMap
      ↳ feeds from Load Facility Map, Load Practice Map
      entity type=Facilitycustom querykey prefix=F
    6. Load Insurance Mapsqlload_relations_nexttechselect__load_insurance_map.sql
      ✨ Builds the master insurance map by importing new insurance plan and practice associations from the source system.
      writes MasterInsuranceMap · reads ImportNextTechSelectInsPlanImportNextTechSelectPracticeMasterInsuranceMap
    7. Load SourceInsuranceMapsqlload_relations_nexttechselect__load_sourceinsurancemap.sql
      ✨ Updates or inserts insurance mapping records to synchronize source insurance data with the internal mapping table.
      writes SourceInsuranceMap · reads ImportNextTechSelectInsuranceMapImportNextTechSelectPractice
    8. Load InsuranceLoadEntities
      writes Insurance · reads InsuranceSourceInsuranceMap
      ↳ feeds from Load SourceInsuranceMap
      entity type=Insuranceauto querykey prefix=I
  5. ▶Load-Mid-Level-Providerssub-job · 1↗
    1. Load Mid-Level Providers ScheduleLoadSchedule
      writes CodeScheduleRecordScheduleMap · reads CommonDataFacilityInsuranceProvider
      schedule=Mid-Level-Providersschedule type=Mid-Leveldescription=Providers classified as Mid-level
  6. ▶Load-Chargessub-job · 7↗
    1. Load ChargeTypeMap (PP)sqlload_charges__load_chargetypemap_pp.sql
      ✨ Updates the charge type mapping table by consolidating service, supply, and product identifiers from source practice management systems.
      writes ChargeTypeMap · reads SourceNextTechPPChargemasterSourceNextTechPPProductSourceNextTechPPSupply
    2. Load ChargeTypeMap (Select)sqlload_charges__load_chargetypemap_select.sql
      ✨ Updates charge type mappings for select practices by linking chargemaster codes with their respective database and practice identifiers.
      writes ChargeTypeMap · reads ImportNextTechSelectChargemasterImportNextTechSelectPractice
    3. Load TransformChargemastersqlload_charges__load_transformchargemaster.sql
      ✨ Builds a transformed chargemaster by combining services, supplies, and products with specific bill types and active pricing data.
      writes TransformChargeMaster · reads ChargeTypeMapImportNextTechSelectChargeImportNextTechSelectChargemasterSourceNextTechPPChargeSourceNextTechPPChargemasterSourceNextTechPPProductSourceNextTechPPSupplyTransformAccountCharge
      ↳ feeds from Load ChargeTypeMap (PP), Load ChargeTypeMap (Select)
    4. Load ChargeTypesqlload_charges__load_chargetype.sql
      ✨ Loads the charge type table with formatted display names and concatenated code strings for claim and service-level reporting.
      writes ChargeType · reads TransformChargemaster
      ↳ feeds from Load TransformChargemaster
    5. Load TransformChargeMaster (NG)sqlload_charges__load_transformchargemaster_ng.sqldisabled
      ✨ Rebuilds the transformed chargemaster table with effective dates and pricing tiers for specific practice charge codes.
      writes TransformChargeMaster
    6. Load ContractMapsqlload_charges__load_contractmap.sqldisabled
      ✨ Builds default contract mappings for all facility and bill type combinations to support charge-based fee logic.
      writes ContractMap · reads BillTypeFacility
    7. ▶Load-Mid-Level-Chargessub-job · 1↗loads the standard Medicare % adjustments into FeeScheduleRecord for charges when a mid-level provider is rendering
      1. Load Medicare Mid-Level-Charges ScheduleLoadSchedule
        writes FeeScheduleRecordScheduleMap · reads ChargeTypeFacilityInsurance
        schedule=Medicare-Mid-Level-Chargesschedule type=Mid-Level-Charges
  7. ▶Load-Dimension-Members-NextTechPPsub-job · 10↗Loads Dimension Members and Dimension Relations and Entities
    1. Load QuoteInsurance Dimension?sqlload_dimension_members_nexttechpp__load_quoteinsurance_dimension.sqldisabled
      ✨ Updates the insurance dimension with all available insurance keys to ensure comprehensive coverage for quote-related data analysis.
      writes DimensionMember · reads Insurance
    2. Load EligibilityInsurance Dimensionsqlload_dimension_members_nexttechpp__load_eligibilityinsurance_dimension.sqldisabled
      ✨ Loads insurance providers with active benefits API references into a specialized eligibility insurance dimension for verification workflows.
      writes DimensionMember · reads Insurance
    3. Load Facility Dimensionsqlload_dimension_members_nexttechpp__load_facility_dimension.sqldisabled
      ✨ Loads the Facility dimension for NextTech providers by mapping source IDs to internal keys and parent practices.
      writes DimensionMember · reads FacilityFacilityMapImportNextTechPPFacilityPracticeMap
    4. Load Practice Dimensionsqlload_dimension_members_nexttechpp__load_practice_dimension.sql
      ✨ Builds the Practice dimension for NextTech providers, applying specific name overrides and ensuring associated facilities exist.
      writes DimensionMember · reads DimensionMemberImportNextTechPPPracticePracticeMap
      ↳ feeds from Load InsurancePlan Dimension, Load PlaceOfService Dimension
    5. Load ProcedureCategory Dimensionsqlload_dimension_members_nexttechpp__load_procedurecategory_dimension.sqldisabled
      ✨ Builds the Procedure Category dimension by extracting unique parent categories from existing procedure code records.
      writes DimensionMember · reads DimensionMember
    6. Load Modifier Dimensionsqlload_dimension_members_nexttechpp__load_modifier_dimension.sqldisabled
      ✨ Loads and updates procedure modifier dimension members from charge records to ensure consistent reporting across the pipeline.
      writes DimensionMember · reads ProcedureModifierSourceCharge
    7. Load PlaceOfService Dimensionsqlload_dimension_members_nexttechpp__load_placeofservice_dimension.sql
      ✨ Loads the place of service dimension by synchronizing standardized facility codes and names from common reference data.
      writes DimensionMember · reads POSCodes
    8. Load All Diagnosis Dimensionssqlload_dimension_members_nexttechpp__load_all_diagnosis_dimensions.sqldisabled
      ✨ Builds and updates diagnosis-related dimension members by processing both known reference data and new codes found in charge entries.
      writes DimensionMember · reads DimensionMemberProcessLogSourceCharge
    9. Load EncounterStatussqlload_dimension_members_nexttechpp__load_encounterstatus.sqldisabled
      ✨ Builds the Encounter Status dimension using unique status codes and descriptions from source encounter records.
      writes DimensionMember · reads SourceEncounter
    10. Load InsurancePlan Dimensionsqlload_dimension_members_nexttechpp__load_insuranceplan_dimension.sql
      ✨ Loads and updates insurance plan dimension members by mapping imported plan identifiers to standardized master insurance records.
      writes DimensionMember · reads ImportNextTechPPInsurancePlanMasterInsuranceMap
  8. ▶Load-Dimension-Members-NextTechSelectsub-job · 9↗Loads Dimension Members and Dimension Relations and Entities
    1. Load QuoteInsurance Dimension?sqlload_dimension_members_nexttechselect__load_quoteinsurance_dimension.sqldisabled
      ✨ Updates the insurance dimension with all available insurance keys to ensure comprehensive coverage for quote-related data analysis.
      writes DimensionMember · reads Insurance
    2. Load EligibilityInsurance Dimensionsqlload_dimension_members_nexttechselect__load_eligibilityinsurance_dimension.sqldisabled
      ✨ Loads insurance providers with active benefits API references into a specialized eligibility insurance dimension for verification workflows.
      writes DimensionMember · reads Insurance
    3. Load Facility Dimensionsqlload_dimension_members_nexttechselect__load_facility_dimension.sql
      ✨ Builds and updates facility dimension members by mapping imported location data to specific practices and standardized facility identifiers.
      writes DimensionMember · reads FacilityFacilityMapImportNextTechSelectLocationPracticeMap
    4. Load Practice Dimensionsqlload_dimension_members_nexttechselect__load_practice_dimension.sql
      ✨ Loads and updates practice dimension members by mapping imported practice identifiers to standardized internal keys for reporting.
      writes DimensionMember · reads ImportNextTechSelectPracticePracticeMap
    5. Load ProcedureCategory Dimensionsqlload_dimension_members_nexttechselect__load_procedurecategory_dimension.sqldisabled
      ✨ Builds the Procedure Category dimension by extracting unique parent categories from existing procedure code records.
      writes DimensionMember · reads DimensionMember
    6. Load Modifier Dimensionsqlload_dimension_members_nexttechselect__load_modifier_dimension.sqldisabled
      ✨ Loads and updates procedure modifier dimension members from charge records to ensure consistent reporting across the pipeline.
      writes DimensionMember · reads ProcedureModifierSourceCharge
    7. Load PlaceOfService Dimensionsqlload_dimension_members_nexttechselect__load_placeofservice_dimension.sqldisabled
      ✨ Loads the place of service dimension by synchronizing standardized facility codes and names from common reference data.
      writes DimensionMember · reads POSCodes
    8. Load All Diagnosis Dimensionssqlload_dimension_members_nexttechselect__load_all_diagnosis_dimensions.sqldisabled
      ✨ Builds and updates diagnosis-related dimension members by processing both known reference data and new codes found in charge entries.
      writes DimensionMember · reads DimensionMemberProcessLogSourceCharge
    9. Load InsurancePlan Dimensionsqlload_dimension_members_nexttechselect__load_insuranceplan_dimension.sql
      ✨ Loads and updates insurance plan dimension members by synchronizing imported plan names and identifiers with the master insurance map.
      writes DimensionMember · reads ImportNextTechSelectInsPlanMasterInsuranceMap
  9. ▶Load-Dimension-Members-Generalsub-job · 21↗Loads Dimension Members and Dimension Relations and Entities
    1. Load ChargeType Dimensionsqlload_dimension_members_general__load_chargetype_dimension.sql
      ✨ Updates the charge type dimension members by mapping charge codes and display names for use in analytical reporting.
      writes DimensionMember · reads ChargeTypeTransformChargemaster
    2. Load ProcedureCode Dimensionsqlload_dimension_members_general__load_procedurecode_dimension.sql
      ✨ Loads procedure codes into the dimension table and assigns parent categories based on CPT code suffixes.
      writes DimensionMember · reads ChargeType
    3. Load ProcedureCategory Dimensionsqlload_dimension_members_general__load_procedurecategory_dimension.sql
      ✨ Builds the procedure category dimension by extracting unique parent groupings from the existing procedure code dimension members.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load All Diagnosis Dimensions, Load BillingProvider Dimension, Load ChargeType Dimension, Load DenialCategory, Load Facility, Load FacilityGroup, Load Modifier Dimension, Load PlaceOfService Dimension, Load ProcedureCode Dimension, Load Provider Dimension, Load ProviderType, Load State Dimension, Load YesNoBit, LoadDimensionMembers, LoadInsuranceDimensionMembers
    4. Load Insurance Dimensionsqlload_dimension_members_general__load_insurance_dimension.sqldisabled
      ✨ Loads non-scenario insurance entities into the dimension table to support standard insurance-related reporting and filtering.
      writes DimensionMember · reads Insurance
    5. Load QuoteInsurance Dimension?sqlload_dimension_members_general__load_quoteinsurance_dimension.sqldisabled
      ✨ Updates the insurance dimension with all available insurance keys to ensure comprehensive coverage for quote-related data analysis.
      writes DimensionMember · reads Insurance
    6. Load EligibilityInsurance Dimensionsqlload_dimension_members_general__load_eligibilityinsurance_dimension.sqldisabled
      ✨ Loads insurance providers with active benefits API references into a specialized eligibility insurance dimension for verification workflows.
      writes DimensionMember · reads Insurance
    7. Load Provider Dimensionsqlload_dimension_members_general__load_provider_dimension.sql
      ✨ Loads healthcare providers into the dimension table, mapping them to their specific provider types for organizational reporting.
      writes DimensionMember · reads ProviderProviderMap
    8. Load ProviderTypesqlload_dimension_members_general__load_providertype.sql
      ✨ Builds the provider type dimension by identifying and grouping unique provider categories from the existing provider dimension records.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load All Diagnosis Dimensions, Load BillingProvider Dimension, Load ChargeType Dimension, Load DenialCategory, Load Facility, Load FacilityGroup, Load Modifier Dimension, Load PlaceOfService Dimension, Load ProcedureCategory Dimension, Load ProcedureCode Dimension, Load Provider Dimension, Load State Dimension, Load YesNoBit, LoadDimensionMembers, LoadInsuranceDimensionMembers
    9. Load BillingProvider Dimensionsqlload_dimension_members_general__load_billingprovider_dimension.sql
      ✨ Loads billing provider information into the dimension table to facilitate financial reporting and revenue cycle tracking.
      writes DimensionMember · reads ProviderProviderMap
    10. Load Modifier Dimensionsqlload_dimension_members_general__load_modifier_dimension.sql
      ✨ Loads the procedure modifier dimension by extracting unique codes from account charges and mapping them to their descriptive labels.
      writes DimensionMember · reads AccountChargeProcedureModifier
    11. Load PlaceOfService Dimensionsqlload_dimension_members_general__load_placeofservice_dimension.sql
      ✨ Builds the Place of Service dimension by mapping codes from account data to standard descriptions.
      writes DimensionMember · reads POSCodesTransformAccount
    12. Load All Diagnosis Dimensionssqlload_dimension_members_general__load_all_diagnosis_dimensions.sql
      ✨ Builds diagnosis code dimensions by extracting codes from account charges and mapping them to standardized medical categories.
      writes DimensionMember · reads AccountChargeDimensionMember
      ↳ feeds from Load BillingProvider Dimension, Load ChargeType Dimension, Load DenialCategory, Load Facility, Load FacilityGroup, Load Modifier Dimension, Load PlaceOfService Dimension, Load ProcedureCategory Dimension, Load ProcedureCode Dimension, Load Provider Dimension, Load ProviderType, Load State Dimension, Load YesNoBit, LoadDimensionMembers, LoadInsuranceDimensionMembers
    13. Load AllowedStatus Dimensionsqlload_dimension_members_general__load_allowedstatus_dimension.sqldisabled
      ✨ Builds allowed status dimensions to categorize how actual payments compare to expected insurance contract rates.
      writes DimensionMember
    14. Load YesNoBitsqlload_dimension_members_general__load_yesnobit.sql
      ✨ Loads a boolean dimension for Yes/No status flags using standard bit values and display names.
      writes DimensionMember
    15. Load EncounterStatussqlload_dimension_members_general__load_encounterstatus.sqldisabled
      ✨ Builds the Encounter Status dimension using unique status codes and descriptions from source encounter records.
      writes DimensionMember · reads SourceEncounter
    16. Load DenialCategorysqlload_dimension_members_general__load_denialcategory.sql
      ✨ Loads denial category dimensions from adjustment code rollup data to categorize claim denials.
      writes DimensionMember · reads AdjustmentCodeRollup
    17. Load Facilitysqlload_dimension_members_general__load_facility.sql
      ✨ Loads the Facility dimension, mapping facility keys to their respective names and parent groups.
      writes DimensionMember · reads Facility
    18. Load FacilityGroupsqlload_dimension_members_general__load_facilitygroup.sql
      ✨ Builds the Facility Group dimension by mapping facility group keys to practice names.
      writes DimensionMember · reads FacilityPracticeMap
    19. LoadInsuranceDimensionMembersLoadInsuranceDimensionMembers
      Synchronize insurance-specific dimension members from the insurance table to update contract and eligibility filtering options across the application.
      writes DimensionMember
      load insuranceload quote insurance
    20. LoadDimensionMembersLoadDimensionMembers
      Synchronize facility, provider, and insurance metadata into the dimension member table to refresh dashboard filters and reporting categories.
      writes DimensionMember
      load bill type
    21. Load State Dimensionsqlload_dimension_members_general__load_state_dimension.sql
      ✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.
      writes DimensionMember · reads Facility
  10. ▶Load-Account-Datasub-job · 2↗Account data load for both source systems
    1. ▶Load-Account-Data-PPsub-job · 16↗Account data load for NexTech PracticePlus(PP) NOTE: Clear Estimates is disabled until we figure out a "smarter" delta. Once we pare down the delta, enable Clear Estimates and change all tasks in Score-Accounts to Incremental = False
      1. AccountDeltasqlload_account_data_pp__accountdelta.sql
        ✨ Identifies recently modified encounters, charges, and adjustments to determine which accounts require incremental processing in the pipeline.
      2. Load TransformAccountChargesqlload_account_data_pp__load_transformaccountcharge.sql
        ✨ Transforms and loads detailed charge information, including service dates, providers, and insurance plan identifiers, for the identified delta accounts.
        writes TransformAccountCharge · reads AccountDeltaChargeTypeChargeTypeMapImportNextTechPPProviderSourceNextTechPPChargeSourceNextTechPPPracticeTransformChargeMaster
      3. Load TransformAccountInsurancesqlload_account_data_pp__load_transformaccountinsurance.sql
        ✨ Organizes and loads insurance coverage hierarchies, including member IDs and group numbers, for primary, secondary, and tertiary payers.
        writes TransformAccountInsurance · reads AccountDeltaTransformAccountCharge
        ↳ feeds from Load TransformAccountCharge
      4. Load TransformTransactionsqlload_account_data_pp__load_transformtransaction.sql
        ✨ Categorizes and loads financial transactions, such as payments, adjustments, and denials, while mapping them to specific charges and payers.
        writes TransformTransaction · reads AccountDeltaAdjustmentCodeRollupImportNextTechPPInsurancePlanSourceNextTechPPAdjustmentTransformAccountChargeTransformAccountInsurance
        ↳ feeds from Load TransformAccountCharge, Load TransformAccountInsurance
      5. Load TransformTransactionSummarysqlload_account_data_pp__load_transformtransactionsummary.sql
        ✨ Aggregates transaction data to calculate total adjustments, denials, and payments per charge and coordination of benefits level.
        writes TransformTransactionSummary · reads AccountDeltaTransformTransaction
        ↳ feeds from Load TransformTransaction
      6. Load TransformAccountsqlload_account_data_pp__load_transformaccount.sql
        ✨ Builds encounter-level records by combining facility, patient, and insurance data with aggregated charge totals for the delta accounts.
        writes TransformAccount · reads AccountDeltaImportNextTechPPClaimImportNextTechPPPatientSourceNextTechPPEncounterTransformAccountChargeTransformAccountInsurance
        ↳ feeds from Load TransformAccountCharge, Load TransformAccountInsurance
      7. LoadPatientsLoadPatients
        Upsert patient records into the patient dimension.
        · reads ImportNextTechPPPatientPatientSourceNextTechPPEncounter
        custom patient query
      8. Load AccountChargesqlload_account_data_pp__load_accountcharge.sqldisabled
        ✨ Loads finalized charge records, calculating allowed amounts and balances by merging transformed charge data with aggregated transaction summaries.
        writes AccountCharge · reads AccountDeltaChargeTypePatientProviderMapTransformAccountTransformAccountChargeTransformTransactionSummary
      9. Load Accountsqlload_account_data_pp__load_account.sqldisabled
        ✨ Loads the final account table, applying complex insurance mapping logic and consolidating financial measures for reporting and downstream use.
        writes Account · reads AccountChargeAccountDeltaFacilityFacilityMapPatientSourceInsuranceMapTransformAccountTransformAccountInsurance
      10. Load AccountRemitsqlload_account_data_pp__load_accountremit.sqldisabled
        ✨ Builds the remittance table by mapping transaction data and denial categories for updated accounts in the pipeline.
        writes AccountRemit · reads AccountDeltaAdjustmentCodeRollupTransformTransaction
      11. Clear Estimatessqlload_account_data_pp__clear_estimates.sqldisabled
        ✨ Removes existing non-scenario insurance estimates and associated charge calculations for accounts identified as changed in the current run.
        writes AccountEstimateAccountEstimateCalculationAccountEstimateCharge · reads AccountDeltaAccountEstimate
      12. LoadAccountDataLoadAccountData
        Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
        · reads AccountAccountChargeAccountDeltaAdjustmentCodeRollupChargeTypeFacilityMapMasterInsuranceMapPatient
        ↳ feeds from Load TransformAccount, Load TransformAccountCharge, Load TransformAccountInsurance, Load TransformTransaction, Load TransformTransactionSummary
        custom account charge querycustom account querycustom account remit querycustom account insurance query
      13. ▶Score-Accountssub-job · 44↗
        1. Aetna - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        2. Aetna - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        3. Aetna - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaAccountEstimateFacility
          ↳ feeds from Aetna - GAR, Aetna - GEP, Aetna Medicare - GAR, Ambetter - GAR, BCBS AL - MEP, BCBS FL NetworkBlue - FEMI, BCBS FL PPC - FEMI, BCBS FL PPS - FEMI, BCBS GA HMO - Clayton Eye, BCBS GA HMO - GAR, BCBS GA HMO - GEP, BCBS GA HMO - Piedmont, BCBS GA PAR - GAR, BCBS GA PPO - Clayton Eye, BCBS GA PPO - GAR, BCBS GA PPO - GEP, BCBS GA PPO - Piedmont, BCBS LA HMO - ECA, BCBS LA PPO - ECA, BCBS LA Traditional - ECA, BCBS Medicare GA - GAR, BCBS OH - MWEC, BCBS OH Medicare- MWEC, BCBS TN BlueCare - CC, BCBS TN Network P - CC, BCBS TN Network S - CC, Cigna - GAR, Cigna - GEP, Humana - GAR, Humana Medicare - GAR, Medicare, UHC Medicare - GAR, United Healthcare - Clayton Eye, United Healthcare - GAR, United Healthcare - GEA, United Healthcare - GEP, United Healthcare - Piedmont, Wellcare - GAR
          custom query
        4. Aetna - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        5. Aetna Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        6. Ambetter - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        7. BCBS AL - MEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-12-01max service date=2999-12-31incrementalupdate dimensions
        8. BCBS FL NetworkBlue - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        9. BCBS FL PPC - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        10. BCBS FL PPS - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        11. BCBS GA HMO - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        12. BCBS GA PPO - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        13. BCBS GA HMO - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        14. BCBS GA PPO - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        15. BCBS GA HMO - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaAccountEstimateFacility
          ↳ feeds from Aetna - GAR, Aetna - GEP, Aetna Medicare - GAR, Ambetter - GAR, BCBS AL - MEP, BCBS FL NetworkBlue - FEMI, BCBS FL PPC - FEMI, BCBS FL PPS - FEMI, BCBS GA HMO - Clayton Eye, BCBS GA HMO - GAR, BCBS GA HMO - GEP, BCBS GA HMO - Piedmont, BCBS GA PAR - GAR, BCBS GA PPO - Clayton Eye, BCBS GA PPO - GAR, BCBS GA PPO - GEP, BCBS GA PPO - Piedmont, BCBS LA HMO - ECA, BCBS LA PPO - ECA, BCBS LA Traditional - ECA, BCBS Medicare GA - GAR, BCBS OH - MWEC, BCBS OH Medicare- MWEC, BCBS TN BlueCare - CC, BCBS TN Network P - CC, BCBS TN Network S - CC, Cigna - GAR, Cigna - GEP, Humana - GAR, Humana Medicare - GAR, Medicare, UHC Medicare - GAR, United Healthcare - Clayton Eye, United Healthcare - GAR, United Healthcare - GEA, United Healthcare - GEP, United Healthcare - Piedmont, Wellcare - GAR
          custom query
        16. BCBS GA PPO - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaFacility
          custom query
        17. BCBS GA HMO - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        18. BCBS GA PAR - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        19. BCBS GA PPO - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        20. BCBS GA HMO - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        21. BCBS GA PPO - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        22. BCBS GA HMO - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-01incremental
        23. BCBS GA PPO - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-01incremental
        24. BCBS Medicare GA - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        25. BCBS LA HMO - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        26. BCBS LA PPO - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        27. BCBS LA Traditional - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        28. BCBS OH - MWECBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        29. BCBS OH Medicare- MWECBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        30. BCBS TN BlueCare - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        31. BCBS TN Network P - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        32. BCBS TN Network S - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        33. Cigna - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        34. Cigna - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        35. Humana Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        36. Humana - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-09-01incremental
        37. MedicareMedicare
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        38. UHC Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        39. United Healthcare - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        40. United Healthcare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        41. United Healthcare - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        42. United Healthcare - GEABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-07-01incremental
        43. United Healthcare - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-07-01incremental
        44. Wellcare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
      14. ▶Score-Medicare-Scenariosub-job · 3↗
        1. Score Medicare ScenarioProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountEstimate
          custom queryscenario insurance=MedicareScenario
        2. Score Medicare ASCs ScenarioProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountEstimate
          custom queryscenario insurance=MedicareScenarioupdate dimensions
        3. BatchProcessAccountDataBatchProcessAccountDatadisabled
          Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-16max service date=2022-04-30scenario insurance=MedicareScenarioincrementalupdate dimensions
      15. Load AccountDetailsqlload_account_data_pp__load_accountdetail.sql
        ✨ Updates high-level account metrics, including balances, denial categories, and allowed amount comparisons for the processed accounts.
        writes AccountDetail · reads AccountDelta
      16. Load AccountChargeDetailsqlload_account_data_pp__load_accountchargedetail.sql
        ✨ Populates detailed charge-level information, including procedure codes, modifiers, and payment metrics for accounts requiring updates.
        writes AccountChargeDetail · reads AccountDelta
    2. ▶Load-Account-Data-Selectsub-job · 17↗Account data load for NexTech Select NOTE: Clear Estimates is disabled until we figure out a "smarter" delta. Once we pare down the delta, enable Clear Estimates and change all tasks in Score-Accounts to Incremental = False
      1. AccountDeltasqlload_account_data_select__accountdelta.sql
        ✨ Identifies accounts with recent activity in bills, charges, or payments to determine which records require processing in the pipeline.
      2. Load TransformAccountChargesqlload_account_data_select__load_transformaccountcharge.sql
        ✨ Transforms raw charge data into a standardized format, assigning billing types and insurance responsibility for the identified delta accounts.
        writes TransformAccountCharge · reads AccountDeltaSelectChargeTypeMapImportNextTechSelectChargeImportNextTechSelectInsuredPartyTransformChargeMaster
      3. Load TransformChargeCOBMeasuressqlload_account_data_select__load_transformchargecobmeasures.sql
        ✨ Calculates insurance and patient responsibility amounts per charge to support coordination of benefits analysis for updated accounts.
        writes TransformChargeCOBMeasures · reads AccountDeltaSelectImportNextTechSelectChargeImportNextTechSelectChargeResponsibilityTransformAccountCharge
        ↳ feeds from Load TransformAccountCharge
      4. Load TransformAccountInsurancesqlload_account_data_select__load_transformaccountinsurance.sql
        ✨ Organizes insurance coverage details and priority levels for each account to ensure accurate payer and member identification.
        writes TransformAccountInsurance · reads AccountDeltaSelectImportNextTechSelectChargeResponsibilityTransformAccountCharge
        ↳ feeds from Load TransformAccountCharge
      5. Load TransformTransactionsqlload_account_data_select__load_transformtransaction.sql
        ✨ Builds standardized transaction records by mapping source adjustments to specific categories and ordering them for account-level analysis.
        writes TransformTransaction · reads AccountDeltaSelectAdjustmentCodeRollupImportNextTechSelectAdjustmentImportNextTechSelectInsCoImportNextTechSelectInsPlanImportNextTechSelectInsuredPartyImportNextTechSelectPaymentTransformAccountCharge
        ↳ feeds from Load TransformAccountCharge, Load TransformAccountInsurance
      6. Load TransformTransactionSummarysqlload_account_data_select__load_transformtransactionsummary.sql
        ✨ Aggregates transaction data into summaries of adjustments, denials, and payments per charge to support account-level financial reporting.
        writes TransformTransactionSummary · reads AccountDeltaSelectTransformTransaction
        ↳ feeds from Load TransformTransaction
      7. Load TransformAccountsqlload_account_data_select__load_transformaccount.sql
        ✨ Builds account-level records by combining billing, insurance, and patient data to establish core service and financial metadata.
        writes TransformAccount · reads AccountDeltaSelectImportNextTechSelectBillImportNextTechSelectLocationImportNextTechSelectPatientImportNextTechSelectPracticeTransformAccountChargeTransformAccountInsurance
        ↳ feeds from Load TransformAccountCharge, Load TransformAccountInsurance
      8. LoadPatientsLoadPatients
        Upsert patient records into the patient dimension.
        · reads ImportNextTechSelectBillImportNextTechSelectPatientPatient
        custom patient query
      9. Load AccountChargesqlload_account_data_select__load_accountcharge.sqldisabled
        ✨ Loads detailed charge records with calculated balances, allowed amounts, and formatted billing codes for each service line.
        writes AccountCharge · reads AccountDeltaSelectChargeTypePatientProviderMapTransformAccountTransformAccountChargeTransformTransactionSummary
      10. Load Accountsqlload_account_data_select__load_account.sqldisabled
        ✨ Finalizes account records by mapping insurance carriers and aggregating financial totals for charges, adjustments, and payments.
        writes Account · reads AccountChargeAccountDeltaSelectFacilityFacilityMapImportNextTechSelectInsCoMapPatientSourceInsuranceMapTransformAccount
      11. Load AccountRemitsqlload_account_data_select__load_accountremit.sqldisabled
        ✨ Loads remittance details by formatting transaction descriptions with payer names and standardized adjustment codes for payment tracking.
        writes AccountRemit · reads AccountDeltaSelectAdjustmentCodeRollupTransformTransaction
      12. Clear Estimatessqlload_account_data_select__clear_estimates.sqldisabled
        ✨ Removes existing estimate, charge, and calculation records for updated accounts to prepare for fresh cost estimation processing.
        writes AccountEstimateAccountEstimateCalculationAccountEstimateCharge · reads AccountDeltaSelectAccountEstimate
      13. LoadAccountDataLoadAccountData
        Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
        · reads AccountChargeAccountDeltaSelectAdjustmentCodeRollupChargeTypeFacilityMapImportNextTechSelectInsCoMapPatientProviderMap
        ↳ feeds from Load TransformAccount, Load TransformAccountCharge, Load TransformAccountInsurance, Load TransformTransaction, Load TransformTransactionSummary
        custom account charge querycustom account querycustom account remit querycustom account insurance query
      14. ▶Score-Accountssub-job · 44↗
        1. Aetna - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        2. Aetna - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        3. Aetna - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaAccountEstimateFacility
          ↳ feeds from Aetna - GAR, Aetna - GEP, Aetna Medicare - GAR, Ambetter - GAR, BCBS AL - MEP, BCBS FL NetworkBlue - FEMI, BCBS FL PPC - FEMI, BCBS FL PPS - FEMI, BCBS GA HMO - Clayton Eye, BCBS GA HMO - GAR, BCBS GA HMO - GEP, BCBS GA HMO - Piedmont, BCBS GA PAR - GAR, BCBS GA PPO - Clayton Eye, BCBS GA PPO - GAR, BCBS GA PPO - GEP, BCBS GA PPO - Piedmont, BCBS LA HMO - ECA, BCBS LA PPO - ECA, BCBS LA Traditional - ECA, BCBS Medicare GA - GAR, BCBS OH - MWEC, BCBS OH Medicare- MWEC, BCBS TN BlueCare - CC, BCBS TN Network P - CC, BCBS TN Network S - CC, Cigna - GAR, Cigna - GEP, Humana - GAR, Humana Medicare - GAR, Medicare, UHC Medicare - GAR, United Healthcare - Clayton Eye, United Healthcare - GAR, United Healthcare - GEA, United Healthcare - GEP, United Healthcare - Piedmont, Wellcare - GAR
          custom query
        4. Aetna - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        5. Aetna Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        6. Ambetter - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        7. BCBS AL - MEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-12-01max service date=2999-12-31incrementalupdate dimensions
        8. BCBS FL NetworkBlue - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        9. BCBS FL PPC - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        10. BCBS FL PPS - FEMIBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-10-01max service date=2999-12-31incrementalupdate dimensions
        11. BCBS GA HMO - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        12. BCBS GA PPO - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        13. BCBS GA HMO - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        14. BCBS GA PPO - GAINBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01DISABLED
        15. BCBS GA HMO - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaAccountEstimateFacility
          ↳ feeds from Aetna - GAR, Aetna - GEP, Aetna Medicare - GAR, Ambetter - GAR, BCBS AL - MEP, BCBS FL NetworkBlue - FEMI, BCBS FL PPC - FEMI, BCBS FL PPS - FEMI, BCBS GA HMO - Clayton Eye, BCBS GA HMO - GAR, BCBS GA HMO - GEP, BCBS GA HMO - Piedmont, BCBS GA PAR - GAR, BCBS GA PPO - Clayton Eye, BCBS GA PPO - GAR, BCBS GA PPO - GEP, BCBS GA PPO - Piedmont, BCBS LA HMO - ECA, BCBS LA PPO - ECA, BCBS LA Traditional - ECA, BCBS Medicare GA - GAR, BCBS OH - MWEC, BCBS OH Medicare- MWEC, BCBS TN BlueCare - CC, BCBS TN Network P - CC, BCBS TN Network S - CC, Cigna - GAR, Cigna - GEP, Humana - GAR, Humana Medicare - GAR, Medicare, UHC Medicare - GAR, United Healthcare - Clayton Eye, United Healthcare - GAR, United Healthcare - GEA, United Healthcare - GEP, United Healthcare - Piedmont, Wellcare - GAR
          custom query
        16. BCBS GA PPO - GAIN updatedProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountDeltaFacility
          custom query
        17. BCBS GA HMO - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        18. BCBS GA PAR - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        19. BCBS GA PPO - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2020-06-01incremental
        20. BCBS GA HMO - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        21. BCBS GA PPO - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        22. BCBS GA HMO - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-01incremental
        23. BCBS GA PPO - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-01incremental
        24. BCBS Medicare GA - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        25. BCBS LA HMO - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        26. BCBS LA PPO - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        27. BCBS LA Traditional - ECABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        28. BCBS OH - MWECBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        29. BCBS OH Medicare- MWECBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        30. BCBS TN BlueCare - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        31. BCBS TN Network P - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        32. BCBS TN Network S - CCBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        33. Cigna - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        34. Cigna - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-09-01incremental
        35. Humana Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        36. Humana - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-09-01incremental
        37. MedicareMedicare
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        38. UHC Medicare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        39. United Healthcare - Clayton EyeBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incremental
        40. United Healthcare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2021-01-01incremental
        41. United Healthcare - GEPBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
        42. United Healthcare - GEABatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-07-01incremental
        43. United Healthcare - PiedmontBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-07-01incremental
        44. Wellcare - GARBatchProcessAccounts
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-01-01incremental
      15. ▶Score-Medicare-Scenariosub-job · 3↗
        1. Score Medicare ScenarioProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountEstimate
          custom queryscenario insurance=MedicareScenario
        2. Score Medicare ASCs ScenarioProcessAccountDataFromQuery
          · reads AccountAccountChargeAccountEstimate
          custom queryscenario insurance=MedicareScenarioupdate dimensions
        3. BatchProcessAccountDataBatchProcessAccountDatadisabled
          Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2022-04-16max service date=2022-04-30scenario insurance=MedicareScenarioincrementalupdate dimensions
      16. Load AccountDetailsqlload_account_data_select__load_accountdetail.sql
        ✨ Builds a comprehensive master record for each account, integrating clinical, financial, and insurance data for detailed reporting.
        writes AccountDetail · reads AccountDeltaSelect
      17. Load AccountChargeDetailsqlload_account_data_select__load_accountchargedetail.sql
        ✨ Builds detailed account charge records by aggregating patient, insurance, and financial data for specific account deltas.
        writes AccountChargeDetail · reads AccountDeltaSelect
  11. ▶Update-Time-Dimensionsub-job · 1↗
    1. exec [load_TimeDimensions]sqlupdate_time_dimension__exec_load_timedimensions.sql
      ✨ Loads and updates the time dimension table to support date-based reporting and analysis within the pipeline.
      · reads load_TimeDimensions
  12. ▶Refresh-Dashboardssub-job · 1↗
    1. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.