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

sub-job

HeatonEye · Load-Account-Data-RevFind

Load Account-Level Tables-RevFind KB [date] : Added Medicare Scenario scoring

called by Daily-Accounts-Processing-RevFind

sub-job HeatonEye/Load-Account-Data-RevFind · db HeatonEye_ProdMirror · updated 2026-03-24

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-RevFind

11 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. 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