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

Batch / file feed · ClarityFlow + RevFind

HeatonEye · Daily-Processing

pipeline HeatonEye/Daily-Processing · db HeatonEye_ProdMirror · updated 2026-02-05
classification: mixed · 10 Flow markers · 4 RevFind markers

trigger

How it's scheduled

Daily batch — once at 08:30

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 check eligibility, price the good-faith estimate, and send the patient letter. A tighter loop would just re-scan the same file.

Scheduled taskCadenceServerStateCoordination
\MDC\Daily - Processing - HeatonEyedaily at 08:30prod-db-3enabledstandalone

shape

Against the canonical Flow spine

Every Flow pipeline is a variation on one shape. Lit stages are the ones this pipeline runs; the labels match the capability lens.

Ingest
Batch / file feed
→
Eligibility & benefits
EligibilityBenefitsDiscovery
→
Estimate
BundlesEstimate
→
Letters
Letters
→
Work queue & sync
Work queueDashboardsSync

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).

Coverage statusGood-faith estimateFee schedule / contractDenial / underpaymentCPT / procedure logic

Payers in SQLBCBSMedicare

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).

mixed

Daily-Processing

3 tasks · HeatonEye
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. ▶Daily-Accounts-Processing-RevFindsub-job · 9↗Overall Processing job for RevFind Batch pipeline
    1. ▶Process-NextGen-Data_ProcessDataFile-RevFindsub-job · 15↗
      1. DownloadDownload
        Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
        server=HeatonEye_ProdMirror-mdcssh-sftpremote directory=/local directory={SourceDataFolderRevFind}remote archive directory=/Archive/
      2. Download-FlowPatientDownload-FlowPatient
        Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
        server=HeatonEye_ProdMirror-mdcssh-sftpremote directory=/Flow/remote file name=ExportPatient.txtlocal directory={SourceDataFolderRevFind}remote archive directory=/Archive/
      3. ▶Load-Adjustment_ProcessDataFile-RevFindsub-job · 1↗
        1. Process ExportAdjustmentProcessFile
          writes ImportAdjustmentSourceAdjustment
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Adjustmentrow terminator=Newlinecolumn separator=Pipe
      4. ▶Load-Appointment_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportAppointmentProcessFile
          writes ImportAppointmentSourceAppointment
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Appointmentrow terminator=Newlinecolumn separator=Pipe
      5. ▶Load-Charge_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportChargeProcessFile
          writes ImportChargeSourceCharge
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Chargerow terminator=Newlinecolumn separator=Pipe
      6. ▶Load-ChargeMaster-RevFindsub-job · 3↗
        1. ScanDataFileScanDataFiledisabled
          Analyzes a delimited file's structure to automatically infer column definitions and save a reusable specification for future imports.
          data file spec key=ImportChargemasterfile path={FilePath}table name=ImportChargeMasterrow terminator=Newlinecolumn separator=Pipe
        2. Load ImportChargeMasterLoadFile
          writes ImportChargemaster
          data file spec=ImportChargemasterfile path={FilePath}import mode=Replacearchive file path={SourceDataArchiveRevFind}
        3. Merge SourceChargeMastersqlload_chargemaster_revfind__merge_sourcechargemaster.sql
          ✨ Updates the source chargemaster table with imported data, including pricing, descriptions, and coding details for active service items.
          writes sourcechargemaster · reads importchargemaster
          ↳ feeds from Load ImportChargeMaster
      7. ▶Load-Encounter_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportEncounterProcessFile
          writes ImportEncounterSourceEncounter
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Encounterrow terminator=Newlinecolumn separator=Pipe
      8. ▶Load-EncounterInsurance-RevFindsub-job · 4↗
        1. Scan ExportEncounterInsuranceScanFiledisabled
          data file spec key=ImportEncounterInsurancefile path={FilePathRevFind}table name=ImportEncounterInsurancerow terminator=Newlinecolumn separator=Pipe
        2. Load ImportEncounterInsuranceLoadFile
          writes ImportEncounterInsurance
          data file spec=ImportEncounterInsurancefile path={FilePath}import mode=Replacearchive file path={SourceDataArchiveRevFind}
        3. Create uci_ImportEncounterInsurancesqlload_encounterinsurance_revfind__create_uci_importencounterinsurance.sql
          ✨ Builds a unique index on encounter insurance import data to optimize performance and ensure record uniqueness during processing.
          · reads ImportEncounterInsurance
          ↳ feeds from Load ImportEncounterInsurance
        4. Delete/Insert SourceEncounterInsurancesqlload_encounterinsurance_revfind__delete_insert_sourceencounterinsurance.sql
          ✨ Updates source encounter insurance records by replacing existing entries with the latest imported insurance and policy information.
          writes sourceencounterinsurance · reads ImportencounterInsurance
          ↳ feeds from Load ImportEncounterInsurance
      9. ▶Load-Event_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportEventProcessFile
          writes ImportEventSourceEvent
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Eventrow terminator=Newlinecolumn separator=Pipe
      10. ▶Load-Location_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportLocationProcessFile
          writes ImportLocationSourceLocation
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Locationrow terminator=Newlinecolumn separator=Pipe
      11. ▶Load-Patient_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportPatientProcessFile
          writes ImportPatientSourcePatient
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Patientrow terminator=Newlinecolumn separator=Pipe
      12. ▶Load-PatientInsurance_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportPatientInsuranceProcessFile
          writes ImportPatientInsuranceSourcePatientInsurance
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=PatientInsurancerow terminator=Newlinecolumn separator=Pipe
      13. ▶Load-Payer_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportPayerProcessFile
          writes ImportPayerSourcePayer
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Payerrow terminator=Newlinecolumn separator=Pipe
      14. ▶Load-Provider_ProcessDataFile-RevFindsub-job · 1↗
        1. Load ExportProviderProcessFile
          writes ImportProviderSourceProvider
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=Providerrow terminator=Newlinecolumn separator=Pipe
      15. ▶Load-TransactionDetail_ProcessDataFile-RevFindsub-job · 1↗
        1. Process ExportTransactionDetail DataFileProcessFile
          writes ImportTransactionDetailSourceTransactionDetail
          file path={FilePath}archive directory={SourceDataArchiveRevFind}base table name=TransactionDetailrow terminator=Newlinecolumn separator=Pipe
    2. ▶Load-Entities-RevFindsub-job · 2↗Load Facility, Provider
      1. Load FacilityLoadEntities
        writes Facility · reads SourceLocationfacility
        entity type=Facilitycustom querykey prefix=F
      2. Merge ProviderMergeSql
        writes Provider · reads SourceProvidersourceappointmentsourceencounter
        merge data source type=ThisDatabasetable name=Providermerge mode=InsertUpdatebulk copy timeout seconds=300bulk copy use table lock
    3. ▶Load-InsuranceMap-RevFindsub-job · 3↗
      1. LoadDataFileLoadDataFiledisabled
        Imports delimited data files into database tables using predefined specifications for validation, loading, and optional file archiving.
        writes ImportInsuranceMap
        data file spec=ImportInsuranceMapimport mode=ReplaceDISABLED
      2. Load InsuranceMap Table - OldLoadEntitiesdisabled
        writes InsuranceMap · reads ImportInsuranceMapInsuranceMap
        entity type=InsuranceMapcustom queryDISABLED
      3. Load InsuranceMap TableLoadEntities
        writes InsuranceMap · reads InsuranceMapSourcePayer
        entity type=InsuranceMapcustom querykey prefix=IM
    4. ▶Load-Account-Transform-Tables-RevFindsub-job · 13↗NextGen Transforms-RevFind
      1. Create AccountDeltasqlload_account_transform_tables_revfind__create_accountdelta.sql
        ✨ Identifies and loads accounts updated since the last successful run into a change tracking table for incremental processing.
      2. Load TransformTransactionsqlload_account_transform_tables_revfind__load_transformtransaction.sql
        ✨ Standardizes and loads transaction data, mapping source codes to unified categories like payments, adjustments, and refunds for processed accounts.
        writes TransformTransaction · reads AccountDelta
      3. Load TransformRemitAdjustmentsqlload_account_transform_tables_revfind__load_transformremitadjustment.sql
        ✨ Builds the remittance adjustment transformation table by categorizing insurance denials and mapping reason codes to standardized adjustment types.
        writes TransformRemitAdjustment · reads AccountDelta
      4. Load TransformChargesqlload_account_transform_tables_revfind__load_transformcharge.sql
        ✨ Loads detailed charge information, including service dates, procedure codes, and balances, for encounters identified in the current processing delta.
        writes TransformCharge · reads AccountDeltaSourceCharge
      5. Load TransformAccountsqlload_account_transform_tables_revfind__load_transformaccount.sql
        ✨ Builds account-level summaries by mapping encounter status, payer information, and total balances for updated patient accounts.
        writes TransformAccount · reads AccountDeltaSourceEncounter
      6. Load TransformRemitsqlload_account_transform_tables_revfind__load_transformremit.sqldisabled
        ✨ Builds the remit transformation table by consolidating electronic remittance advice adjustments and transaction-level payment data for updated encounters.
        writes TransformRemit · reads EncounterDeltaTransformRemitTransformRemitAdjustmentTransformTransactionPaymentAdjustment
      7. Create TempZeroBalanceDatesqlload_account_transform_tables_revfind__create_tempzerobalancedate.sqldisabled
        ✨ Calculates the specific date an encounter reached a zero balance by comparing cumulative transaction amounts against total charges.
        writes TempZeroBalanceDate · reads EncounterDeltaSourceTransactionDetailTransformAccountCharge
      8. Load TransformRemitOrdersqlload_account_transform_tables_revfind__load_transformremitorder.sqldisabled
        ✨ Determines the sequence of insurance remittances for each account to identify initial, current, and post-zero-balance payment activities.
        writes TransformRemitOrder · reads EncounterDeltaTempZeroBalanceDateTransformRemitTransformRemitOrder
      9. Load TransformAccountInsurancesqlload_account_transform_tables_revfind__load_transformaccountinsurance.sql
        ✨ Loads insurance coverage details for accounts, linking member identifiers and group information with the most recent claim control numbers.
        writes TransformAccountInsurance · reads AccountDeltaSourceEncounterInsuranceTransformAccountTransformRemitAdjustment
        ↳ feeds from Load TransformAccount, Load TransformRemitAdjustment
      10. ?? Load TransformPatientResponsibilityChargessqlload_account_transform_tables_revfind__load_transformpatientresponsibilitycharges.sqldisabled
        ✨ Flags specific charges as patient responsibility based on source system indicators and insurance remittance transfer records.
        writes TransformPatientResponsibilityCharge · reads EncounterDeltaSourceEncounterTransformAccountChargeTransformPatientResponsibilityChargeTransformRemit
      11. Load TransformRemitAdjustmentAggregatesqlload_account_transform_tables_revfind__load_transformremitadjustmentaggregate.sql
        ✨ Aggregates remittance adjustments to calculate total contract, patient, and denial amounts at the charge level for updated accounts.
        writes TransformRemitAdjustmentAggregate · reads AccountDeltaTransformChargeTransformRemitAdjustment
        ↳ feeds from Load TransformCharge, Load TransformRemitAdjustment
      12. Load TransformChargeTransactionMeasuressqlload_account_transform_tables_revfind__load_transformchargetransactionmeasures.sql
        ✨ Aggregates financial metrics for each charge, including payments, adjustments, refunds, and denial categories, categorized by payer and responsibility.
        writes TransformChargeTransactionMeasure · reads AccountDeltaSourceEncounterTransformChargeTransformRemitAdjustmentAggregateTransformTransaction
        ↳ feeds from Load TransformCharge, Load TransformRemitAdjustmentAggregate, Load TransformTransaction
      13. Load TransformPatientsqlload_account_transform_tables_revfind__load_transformpatient.sql
        ✨ Synchronizes patient demographic information, including contact details and addresses, by updating existing records or inserting new patient profiles.
        writes TransformPatient · reads SourcePatient
    5. ▶Load-Charge-Dimension-RevFindsub-job · 9↗
      1. Load TempChargeSchedulessqlload_charge_dimension_revfind__load_tempchargeschedules.sql
        ✨ Builds temporary charge schedules by calculating effective date ranges for professional and facility fees based on practice identifiers.
        writes TempChargeSchedules
      2. Load FeeScheduleRecordsqlload_charge_dimension_revfind__load_feeschedulerecord.sql
        ✨ Loads detailed fee schedule records by mapping chargemaster prices to specific codes and modifiers for professional and facility schedules.
        writes FeeScheduleRecord · reads SourceChargeMasterTempChargeSchedules
        ↳ feeds from Load TempChargeSchedules
      3. Load ScheduleMapsqlload_charge_dimension_revfind__load_schedulemap.sql
        ✨ Builds the schedule map by linking charge schedules to facilities and insurance categories for professional and facility billing.
        writes ScheduleMap · reads FacilityTempChargeSchedules
        ↳ feeds from Load TempChargeSchedules
      4. Load ContractMapsqlload_charge_dimension_revfind__load_contractmap.sqldisabled
        ✨ Updates the contract map to define fee logic and billing types for facilities and professional services.
        writes ContractMap · reads Facility
      5. Load ScheduleLoadEntities
        writes Schedule · reads TempChargeSchedules
        ↳ feeds from Load TempChargeSchedules
        entity type=Schedulecustom query
      6. Load ChargeTypesqlload_charge_dimension_revfind__load_chargetype.sql
        ✨ Updates the charge type dimension by mapping professional and facility fees to specific procedure codes, service types, and billing categories.
        writes ChargeType · reads ChargeTypeSourceChargeMaster
      7. Load ChargeType Dimensionsqlload_charge_dimension_revfind__load_chargetype_dimension.sql
        ✨ Loads charge type members into the dimension table to support hierarchical reporting and data categorization.
        writes DimensionMember · reads ChargeType
        ↳ feeds from Load ChargeType
      8. Load ProcedureCode Dimensionsqlload_charge_dimension_revfind__load_procedurecode_dimension.sql
        ✨ Builds the procedure code dimension by extracting codes from charge types and mapping them to standard descriptions and categories.
        writes DimensionMember · reads ChargeTypeDimensionMemberProcedureCode
        ↳ feeds from Load ChargeType, Load ChargeType Dimension, Load ProcedureCategory and Subcategory DM
      9. Load ProcedureCategory and Subcategory DMsqlload_charge_dimension_revfind__load_procedurecategory_and_subcategory_dm.sql
        ✨ Populates procedure categories in the dimension table based on the parent relationships established for procedure codes.
        writes DimensionMember · reads DimensionMember
        ↳ feeds from Load ChargeType Dimension, Load ProcedureCode Dimension
    6. ▶Load-Patients-Entity-RevFindsub-job · 1↗
      1. Execute LoadPatientsLoadPatients
        Upsert patient records into the patient dimension.
        · reads PatientTransformPatient
        custom patient query
    7. ▶Load-Account-Data-RevFindsub-job · 11↗Load Account-Level Tables-RevFind KB [date] : Added Medicare Scenario scoring
      1. ReprocessChangedConfigurationsReprocessChangedConfigurations
        Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
        reprocess accounts
      2. Add ReprocessChangedConfig Accounts to AccountDeltasqlload_account_data_revfind__add_reprocesschangedconfig_accounts_to_accountdelta.sql
        ✨ Updates the account change tracking table with records that need reprocessing due to configuration changes.
        writes AccountDelta · reads AccountDeltaAccountsToReprocessSourceEncounterTransformAccount
      3. Load ChargeMeasuresqlload_account_data_revfind__load_chargemeasure.sql
        ✨ Builds a table of financial metrics for specific charges, calculating adjusted, paid, denied, and patient responsibility amounts.
        writes ChargeMeasures · reads ChargeMeasures
      4. LoadAccountDataLoadAccountData
        Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
        · reads AccountChargeAccountDeltaChargeMeasuresChargeTypeInsuranceMapPatientProviderSourceEncounterInsurance
        ↳ feeds from Add ReprocessChangedConfig Accounts to AccountDelta, Load ChargeMeasure
        custom account charge querycustom account querycustom account remit querycustom account insurance query
      5. ▶Load-Dimension-Members-RevFindsub-job · 19↗
        1. 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 insuranceload eligibility insurance
        2. Load Time Dimensionssqlload_dimension_members_revfind__load_time_dimensions.sql
          ✨ Builds time-based dimension hierarchies for days, months, and years based on the range of dates found in appointment records.
          writes DimensionMember · reads SourceAppointment
        3. Load VisitStatus Dimensionsqlload_dimension_members_revfind__load_visitstatus_dimension.sqldisabled
          ✨ Loads appointment status values into the visit status dimension to track patient encounter progress.
          writes DimensionMember · reads TransformVisit
        4. Load DenialCategory Dimensionsqlload_dimension_members_revfind__load_denialcategory_dimension.sql
          ✨ Loads denial category dimensions from adjustment code rollup data to categorize claim denials.
          writes DimensionMember · reads AdjustmentCodeRollup
        5. Load Provider Dimensionsqlload_dimension_members_revfind__load_provider_dimension.sql
          ✨ Loads provider details into the dimension table, organizing them by provider type and unique identifiers for reporting.
          writes DimensionMember · reads Provider
        6. Load ProviderType Dimensionsqlload_dimension_members_revfind__load_providertype_dimension.sql
          ✨ Builds the provider type hierarchy by extracting unique parent categories from the existing provider dimension members.
          writes DimensionMember · reads DimensionMember
          ↳ feeds from Load AccountStatus Dimension, Load AllowedStatus Dimension, Load DenialCategory Dimension, Load DiagnosisCode Dimension, Load Facility Dimensions, Load FacilityGroup Dimensions, Load FacilityType Dimensions, Load Modifier Dimension, Load PatientAge Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderDegree Dimension, Load State Dimensions, Load Time Dimensions, LoadInsuranceDimensionMembers
        7. Load ProviderDegree Dimensionsqlload_dimension_members_revfind__load_providerdegree_dimension.sql
          ✨ Loads the provider degree dimension by mapping professional credentials from source provider records into the standardized dimension table.
          writes DimensionMember · reads SourceProviderprovider
        8. Load Facility Dimensionssqlload_dimension_members_revfind__load_facility_dimensions.sql
          ✨ Loads facility dimension members by extracting facility keys, groups, and names from the facility source table.
          writes DimensionMember · reads Facility
        9. Load FacilityGroup Dimensionssqlload_dimension_members_revfind__load_facilitygroup_dimensions.sql
          ✨ Builds the facility group dimension by identifying unique parent groups from facility dimension records.
          writes DimensionMember · reads DimensionMember
          ↳ feeds from Load AccountStatus Dimension, Load AllowedStatus Dimension, Load DenialCategory Dimension, Load DiagnosisCode Dimension, Load Facility Dimensions, Load FacilityType Dimensions, Load Modifier Dimension, Load PatientAge Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderDegree Dimension, Load ProviderType Dimension, Load State Dimensions, Load Time Dimensions, LoadInsuranceDimensionMembers
        10. Load FacilityType Dimensionssqlload_dimension_members_revfind__load_facilitytype_dimensions.sql
          ✨ Loads unique facility types into the dimension table to allow for the categorization of different healthcare service locations.
          writes DimensionMember · reads Facility
        11. Load Practice Dimensionssqlload_dimension_members_revfind__load_practice_dimensions.sqldisabled
          ✨ Loads practice dimension members from the practice map for entities that have associated encounter records.
          writes DimensionMember · reads PracticeMapsourceencounter
        12. Load PlaceOfService Dimensionssqlload_dimension_members_revfind__load_placeofservice_dimensions.sql
          ✨ Loads the place of service dimension by synchronizing standardized facility codes and names from common reference data.
          writes DimensionMember · reads POSCodes
        13. Load VisitType Dimensionssqlload_dimension_members_revfind__load_visittype_dimensions.sqldisabled
          ✨ Loads and synchronizes visit type dimensions from event mapping data while removing entries no longer present in the source.
          writes DimensionMember · reads SourceEventTransformEventMap
        14. Load AccountStatus Dimensionsqlload_dimension_members_revfind__load_accountstatus_dimension.sql
          ✨ Updates account status dimensions using encounter status information to track the lifecycle of patient accounts.
          writes DimensionMember · reads SourceEncounter
        15. Load AllowedStatus Dimensionsqlload_dimension_members_revfind__load_allowedstatus_dimension.sql
          ✨ Builds allowed status dimensions to categorize how actual payments compare to expected insurance contract rates.
          writes DimensionMember
        16. Load DiagnosisCode Dimensionsqlload_dimension_members_revfind__load_diagnosiscode_dimension.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 AccountStatus Dimension, Load AllowedStatus Dimension, Load DenialCategory Dimension, Load Facility Dimensions, Load FacilityGroup Dimensions, Load FacilityType Dimensions, Load Modifier Dimension, Load PatientAge Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderDegree Dimension, Load ProviderType Dimension, Load State Dimensions, Load Time Dimensions, LoadInsuranceDimensionMembers
        17. Load Modifier Dimensionsqlload_dimension_members_revfind__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
        18. Load State Dimensionssqlload_dimension_members_revfind__load_state_dimensions.sql
          ✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.
          writes DimensionMember · reads Facility
        19. Load PatientAge Dimensionsqlload_dimension_members_revfind__load_patientage_dimension.sql
          ✨ Loads patient age dimensions by calculating current ages from birth dates to support demographic analysis.
          writes DimensionMember · reads Patient
      6. Clean Estimatessqlload_account_data_revfind__clean_estimates.sqldisabled
        ✨ Removes existing non-scenario insurance estimates and related charge calculations for accounts currently being processed in the pipeline.
        writes AccountEstimateAccountEstimateCalculationAccountEstimateCharge · reads AccountDeltaAccountEstimate
      7. ▶Score-Accounts-RevFindsub-job · 12↗
        1. BCBSBCBSdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        2. Cigna MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        3. HumanaHumanadisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        4. Humana MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        5. MedicareMedicaredisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        6. UHCUHCdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        7. UHC MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        8. AetnaAetnadisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        9. Aetna MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        10. ProcessAccountDataProcessAccountDatadisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          incrementalDISABLED
        11. ProcessAccountDataFromQueryProcessAccountDataFromQuerydisabled
          · reads AccountAccountChargeContractMap
          custom queryDISABLED
        12. BatchProcessAccountDataBatchProcessAccountData
          Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
          writes AccountEstimate · reads QuoteBatchVisitBatch
          incremental
      8. ▶Score-Accounts-RevFind-Scenariosub-job · 11↗
        1. BCBSBCBSdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        2. Cigna MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        3. HumanaHumanadisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        4. Humana MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        5. MedicareMedicaredisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2023-01-01incrementalupdate dimensionsDISABLED
        6. UHCUHCdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        7. UHC MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        8. AetnaAetnadisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        9. Aetna MedicareBatchProcessAccountsdisabled
          writes AccountEstimate · reads QuoteBatchVisitBatch
          min service date=2024-01-01scenario insurance=Medicareincrementalupdate dimensionsDISABLED
        10. ProcessAccountDataFromQueryProcessAccountDataFromQuerydisabled
          · reads AccountAccountChargeContractMap
          custom queryDISABLED
        11. BatchProcessAccountDataBatchProcessAccountData
          Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
          writes AccountEstimate · reads QuoteBatchVisitBatch
          scenario insurance=Medicareincremental
      9. ▶Load-Custom-Properties-RevFindsub-job · 4↗Load custom properties from Load-Visits-RevFind
        1. UpdateVisitCustomPropertyFromQueryUpdateVisitCustomPropertyFromQuerydisabled
          · reads InsuranceSearch_ResultTransformVisitInsuranceCoverageStatusVisitBatch
          custom visit update custom property queryDISABLED
        2. LoadCustomNotesCustomPropertyLoadCustomNotesCustomPropertydisabled
          · reads BundleNotesMappingHL7DeltaHL7VisitVisitBatch
          entity=Visitcustom property key=CustomNotescustom querybatch modeDISABLED
        3. Load Has Account Opportunity Adjusted TotalUpdateCustomPropertyFromQuery
          · reads AccountAccountDeltaAccountEstimateCustomPropertyMap
          entity=Accountcustom property key=CustomProperty-[id]custom query
        4. Load Account Opportunity Adjusted TotalUpdateCustomPropertyFromQuery
          · reads AccountChargeOpportunityViewAccountDeltaCustomPropertyMap
          entity=Accountcustom property key=CustomProperty-[id]custom query
      10. Load AccountDetailsqlload_account_data_revfind__load_accountdetail.sql
        ✨ Refreshes comprehensive account-level details, including provider information, insurance data, and calculated financial balances for the current batch.
        writes AccountDetail · reads AccountAccountChargeAccountDeltaAccountEstimateDimensionMemberPatientSourceEncounterInsuranceSourcePayer
        ↳ feeds from Add ReprocessChangedConfig Accounts to AccountDelta
      11. Load AccountChargeDetailsqlload_account_data_revfind__load_accountchargedetail.sql
        ✨ Updates detailed charge-level information, including procedure codes, modifiers, and specific financial metrics for accounts in the current delta.
        writes AccountChargeDetail · reads AccountAccountChargeAccountDeltaAccountEstimateCalculationAccountEstimateChargeDimensionMemberPatientSourceEncounterInsurance
        ↳ feeds from Add ReprocessChangedConfig Accounts to AccountDelta
    8. ▶Update-Dashboard-Tables-RevFindsub-job · 2↗
      1. ▶Load-Visit-Fact-RevFindsub-job · 1↗
        1. Load VisitFactsqlload_visit_fact_revfind__load_visitfact.sql
          ✨ Updates visit-level facts and metrics by refreshing data for visits with recent activity in payments, eligibility, or communications.
          writes VisitFactVisitFactDelta · reads EligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisitVisitFactDelta
      2. UpdateDashboardTablesUpdateDashboardTables
        Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
    9. Data-Integrity-Reportsub-job
  2. ▶Daily-Visit-Processing-Flowsub-job · 5↗End to end daily visit processing job
    1. ▶Load-NextGen-Files-Flowsub-job · 2↗Job Description: Downloads and imports NextGen data -Flow
      1. DownloadDownload
        Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
        server=HeatonEye_ProdMirror-mdcssh-sftpremote directory=/Flow/local directory={SourceDataFolderFlow}remote archive directory=/Flow/Archive/
      2. ▶Load-ExportAppointments-Flowsub-job · 1↗Loads appointment data
        1. Load-ExportAppointmentLoad-ExportAppointment
          writes ImportAppointmentSourceAppointment
          file path={FilePath}archive directory={SourceDataArchiveFlow}base table name=Appointmentrow terminator=Newlinecolumn separator=Pipe
    2. ▶Load-Visit-Transform-Tables-Flowsub-job · 5↗Loads transform tables for Visits
      1. Load TempVisitDeltasqlload_visit_transform_tables_flow__load_tempvisitdelta.sql
        ✨ Identifies surgical visits and insurance updates that require processing by comparing recent source changes against previously transformed records.
      2. ▶Load-SourceAppointmentChain-Flowsub-job · 1↗
        1. Load SourceAppointmentChainsqlload_sourceappointmentchain_flow__load_sourceappointmentchain.sql
          ✨ Builds a history of rescheduled appointments to track the progression and relationship between original and updated visit records.
          writes SourceAppointmentChain · reads SourceAppointmentVisitDelta
      3. Load TransformVisitsqlload_visit_transform_tables_flow__load_transformvisit.sqldisabled
        ✨ Builds the transformed visit table by mapping appointment details, statuses, and service types from source data for processing.
        writes TransformVisit · reads FacilitySourceAppointmentSourceAppointmentChainSourceEventVisitDelta
      4. ExecuteMergeSqlExecuteMergeSql
        Synchronizes data from external sources into target tables by performing batched insert, update, and delete operations based on keys.
        writes TransformVisit · reads FacilitySourceAppointmentSourceAppointmentChainVisitDelta
        merge data source type=ThisDatabasetable name=TransformVisitmerge mode=InsertUpdatebulk copy timeout seconds=300bulk copy use table lock
      5. Load TransformVisitInsurancesqlload_visit_transform_tables_flow__load_transformvisitinsurance.sql
        ✨ Loads insurance coverage details for visits, determining coordination of benefits and mapping source payers to standardized insurance categories.
        writes TransformVisitInsurance · reads InsuranceMapSourcePatientSourcePatientInsuranceTransformPatientTransformVisitVisitDelta
        ↳ feeds from ExecuteMergeSql
    3. ▶Load-Dimension-Members-Flowsub-job · 2↗Loads Dimension Members
      1. Load VisitStatussqlload_dimension_members_flow__load_visitstatus.sql
        ✨ Loads visit status members into the dimension table using appointment status values extracted from transformed visit data.
        writes DimensionMember · reads TransformVisit
      2. Load VisitType Dimensionsqlload_dimension_members_flow__load_visittype_dimension.sql
        ✨ Populates the visit type dimension by mapping unique event identifiers and practice-specific descriptions from source event records.
        writes DimensionMember · reads SourceEvent
    4. ▶Load-Visits-Flowsub-job · 20↗
      1. ReprocessChangedConfigurationsReprocessChangedConfigurations
        Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
        reprocess visits
      2. Visits to Reprocesssqlload_visits_flow__visits_to_reprocess.sql
        ✨ Flags visits from the reprocess queue for inclusion in the current data processing delta.
        writes VisitDelta · reads VisitVisitDeltaVisitReprocessQueueItem
        ↳ feeds from Sync Visits and Quotes
      3. LoadVisitBatchLoadVisitBatch
        Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.
        writes QuoteBatchVisitBatch · reads InsuranceMapPatientTransformVisitTransformVisitInsuranceVisitVisitDelta
        ↳ feeds from Sync Visits and Quotes, Visits to Reprocess
        custom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge
      4. ▶Load-Custom-Properties-Flowsub-job · 3↗Load custom properties from Load-Visits
        1. UpdateVisitNoveltyStatusUpdateVisitNoveltyStatus
          · reads PatientSourcePatientVisitBatch
          entity=Visitcustom property key=NewVisitStatusauto querybatch mode
        2. Surgical TypeUpdateCustomPropertyFromQuery
          · reads SourceAppointmentSourceAppointmentChainVisitBatch
          entity=Visitcustom property key=CustomProperty-[id]custom querybatch mode
        3. Referral RequiredUpdateCustomPropertyFromQuery
          · reads CustomPropertyMapDimensionMemberSourceAppointmentChainTransformVisitInsuranceVisitBatch
          entity=Visitcustom property key=CustomProperty-[id]custom querybatch mode
      5. AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatch
        Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
      6. CheckBenefits OLDflowdisabled
        Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
        · reads TempBatchVisitVisitBatch
        custom queryDISABLED
      7. CheckBenefitsflow
        Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
        auto query
      8. Re-Check Benefitsflowdisabled
        Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
        · reads EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatch
        custom queryDISABLED
      9. AutoApplyBenefitsAutoApplyBenefits
        Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
      10. CalculateVisitsflow
        Compute the good-faith estimate (CalculateVisits).
        · reads DimensionMemberVisitBatch
        ↳ feeds from LoadVisitBatch
        custom querycalculate chargesbatch mode
      11. AutoSendLettersAutoSendLetters
        Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
      12. LogVisitChangeEventsBatchLogVisitChangeEventsBatch
        Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
      13. Load TransformVisitInsuranceCoverageStatussqlload_visits_flow__load_transformvisitinsurancecoveragestatus.sqldisabled
        ✨ Updates insurance coverage status for visits by analyzing the latest eligibility transactions to determine if coverage is active or failed.
        writes TempEligibilityStatsTransformVisitInsuranceCoverageStatus · reads TempEligibilityStatsTransformVisitInsuranceVisitBatch
      14. ▶Load-CustomProperty-CoverageStatus-Flowsub-job · 3↗
        1. Load Primary Coverage StatusUpdateCustomPropertyFromQuery
          · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
          entity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode
        2. Load Secondary Coverage StatusUpdateCustomPropertyFromQuery
          · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
          entity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
        3. Load Tertiary Coverage StatusUpdateCustomPropertyFromQuery
          · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
          entity=Visitcustom property key=TertiaryCoverageStatuscustom querybatch mode
      15. Sync Visits and QuotesSyncBatch
        Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.
        writes CustomPropertyMapQuoteVisitVisitChangeEvent · reads CustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch
        ↳ feeds from LoadVisitBatch
        sync quotesync visitsync custom property mapsync visit change event
      16. ExportBatchVisitEligibilityflowdisabled
        Push the batch to the app / export results.
        · reads EligibilityTxnVisitBatch
        custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
      17. SearchForInsuranceflowdisabled
        Find coverage for visits missing insurance.
        · reads EligibilityTxnBatch
        custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
      18. Generate-Reportsub-jobdisabled
      19. ▶Load-Visit-Fact-Flowsub-job · 1↗
        1. Load VisitFactsqlload_visit_fact_flow__load_visitfact.sql
          ✨ Updates the visit fact table by refreshing records that have recent activity in payments, eligibility checks, or patient communications.
          writes VisitFact · reads EligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
      20. Update-Dashboard-Tablessub-jobdisabled
    5. Data-Integrity-Reportsub-job
  3. WorkqueueAssignmentWorkqueueAssignment
    Assigns accounts or visits to workqueue stacks by evaluating matching criteria and updating item lists based on search terms.

markers

Why it classified as mixed

Front-of-house actions found anywhere in the tree (including nested sub-jobs).

CalculateVisits
Compute the good-faith estimate
CheckBenefits
Real-time eligibility (270/271) benefit lookup
CheckBenefits OLD
ClarityFlow front-of-house step
ExportBatchVisitEligibility
Export eligibility results
Load TransformVisitInsuranceCoverageStatus
ClarityFlow front-of-house step
LoadVisitBatch
ClarityFlow front-of-house step
SearchForInsurance
Insurance discovery for visits missing coverage
auto_apply_bundles
Apply procedure bundles for the estimate
auto_benefits
Auto-apply parsed benefits to visits
auto_send_letters
Send GFE / patient letters
Load TransformRemit
RevFind (underpayment / remit) step
Load TransformRemitAdjustment
RevFind (underpayment / remit) step
Load TransformRemitAdjustmentAggregate
RevFind (underpayment / remit) step
Load TransformRemitOrder
RevFind (underpayment / remit) step