sub-job

HeatonEye · Load-Visits-Flow

called by Daily-Visit-Processing-Flow

sub-job HeatonEye/Load-Visits-Flow · db HeatonEye_ProdMirror · updated 2026-04-02

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-Visits-Flow

20 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

ReprocessChangedConfigurationsReprocessChangedConfigurations
Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
reprocess visits
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
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
▶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
AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatch
Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
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
CheckBenefitsflow
Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
auto query
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
AutoApplyBenefitsAutoApplyBenefits
Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
CalculateVisitsflow
Compute the good-faith estimate (CalculateVisits).
· reads DimensionMemberVisitBatch
↳ feeds from LoadVisitBatch
custom querycalculate chargesbatch mode
AutoSendLettersAutoSendLetters
Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
LogVisitChangeEventsBatchLogVisitChangeEventsBatch
Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
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
▶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
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
ExportBatchVisitEligibilityflowdisabled
Push the batch to the app / export results.
· reads EligibilityTxnVisitBatch
custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
SearchForInsuranceflowdisabled
Find coverage for visits missing insurance.
· reads EligibilityTxnBatch
custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
Generate-Reportsub-jobdisabled
▶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
Update-Dashboard-Tablessub-jobdisabled