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

sub-job

EyeSouth · Load-Account-Data-Select

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

called by Load-Account-Data

sub-job EyeSouth/Load-Account-Data-Select · 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-Select

17 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_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