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

sub-job

HeatonEye · Load-Account-Transform-Tables-RevFind

NextGen Transforms-RevFind

called by Daily-Accounts-Processing-RevFind

sub-job HeatonEye/Load-Account-Transform-Tables-RevFind · db HeatonEye_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-Transform-Tables-RevFind

13 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. 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