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

sub-job

EyeSouth · Load-Account-Data-PP

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

called by Load-Account-Data

sub-job EyeSouth/Load-Account-Data-PP · db EyeSouth_ProdMirror · updated 2025-09-17

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-Account-Data-PP

16 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. 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