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
RevFind-EDI-Processing
5 tasks · ISpine
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
- Download EDI & Archive 835sDownloadDownloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.server=ISpine_ProdMirror-mdcssh-sftpremote directory=/835/local directory={SourceDataFolder}
- Download EDI & Archive 837sDownloadDownloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.server=ISpine_ProdMirror-mdcssh-sftpremote directory=/local directory={SourceDataFolder}
▶RevFind-EDI-LoadFilessub-job · 2↗
- Bulk Insert into DatabaseExecuteProcesscommand=powershell.exe
- Archive EDI FilesExecuteProcesscommand=cmd.exe
▶RevFind-EDI-TransformAndParseEDIsub-job · 5↗
- EDITransformsql
revfind_edi_transformandparseedi__editransform.sql✨ Loads unique EDI messages from staging into the transformation table while preventing duplicate records.writesEDITransform· readsEDIFileStagingEDITransform - EDIBatchsql
revfind_edi_transformandparseedi__edibatch.sql✨ Builds a batch of unprocessed EDI messages, excluding empty records, for subsequent parsing and transformation.writesEDIBatch - Clean EDIBatch (for bug w EDIFabric)sql
revfind_edi_transformandparseedi__clean_edibatch_for_bug_w_edifabric.sqldisabled✨ Updates EDI message formatting by replacing specific delimiters to ensure compatibility with the parsing engine.· readsEDIBatch - EDIParserEDIParserwrites
EDIBatchtable name=EDIBatch ▶RevFind-EDI-LoadMetadatasub-job · 4↗
- Load EDIFacilityMapsql
revfind_edi_loadmetadata__load_edifacilitymap.sql✨ Loads the facility map with unique billing and service facility details extracted from electronic claim transactions.writesEDIFacilityMap· readsEDIFacilityMapTxn837P - Load EDIProviderMapsql
revfind_edi_loadmetadata__load_ediprovidermap.sqldisabled✨ Builds the provider map by combining rendering provider information from claim transactions with national provider registry data.writesEDIProviderMap· readsEDIProviderMapNPIDataTxn837P - Load EDIPayerMapsql
revfind_edi_loadmetadata__load_edipayermap.sql✨ Builds a mapping table of payer names and filing indicators from electronic remittance transactions to standardize payer metadata.writesEDIPayerMap· readsTxn835Txn835ClaimPayment - ExecuteMergeSql-EDIProviderMapExecuteMergeSql-EDIProviderMapwrites
EDIProviderMap· readsEDIProviderMapTxn837ITxn837Pmerge data source type=ThisDatabasetable name=EDIProviderMapmerge mode=InsertUpdatebulk copy timeout seconds=300bulk copy use table lock
▶RevFind-Load-Transform-EDIDatasub-job · 18↗
- Load RemitDeltasql
revfind_load_transform_edidata__load_remitdelta.sql✨ Identifies recently processed or updated electronic remittance claims to determine which records require incremental transformation and loading.writesRemitDelta· readsEDIFilesProcessedRemitDeltaTransformRemitTxn835Txn835ClaimPayment↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitsql
revfind_load_transform_edidata__load_transformremit.sql✨ Extracts and transforms electronic remittance advice data from raw transaction files into a structured format for processing.writesTransformRemit· readsTxn835Txn835ClaimPaymentTxn835ClaimPaymentLineTxn835ClaimPaymentOtherClaimAmount - Load TransformRemitEncounterMapsql
revfind_load_transform_edidata__load_transformremitencountermap.sqldisabled✨ Maps remittance claim identifiers to internal account records to link insurance payments with specific patient encounters.writesTransformRemitEncounterMap· readsTransformRemitEncounterMap - Update TransformRemitEncounterMapsql
revfind_load_transform_edidata__update_transformremitencountermap.sqldisabled✨ Updates remittance mapping records with patient account identifiers by matching service dates and charge IDs at the line level.· readsTransformChargeTransformRemitEncounterMapTransformRemitLinerem - Load TempRemitCOB (old)sql
revfind_load_transform_edidata__load_tempremitcob_old.sqldisabled✨ Builds a temporary table to determine claim status, member IDs, and coordination of benefits order for remittance data. - Load TempRemitCOBsql
revfind_load_transform_edidata__load_tempremitcob.sql✨ Determines the coordination of benefits order and current claim status by analyzing historical remittance and adjustment data.writesTempRemitCOBTransformRemit· readsTempRemitCOBTransformRemitTransformRemitAdjustment↳ feeds from Load TransformRemit, Load TransformRemitAdjustment - Load TransformRemitAdjustmentsql
revfind_load_transform_edidata__load_transformremitadjustment.sql✨ Loads claim and line-level adjustments by unpivoting reason codes and amounts from electronic remittance advice transactions.writesTransformRemitAdjustment· readsTransformRemitTxn835ClaimAdjustment↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitLinesql
revfind_load_transform_edidata__load_transformremitline.sql✨ Loads detailed remittance line items, mapping procedure codes, service dates, and payment amounts from electronic remittance advice.writesTransformRemitLine· readsTransformRemitTxn835ClaimPaymentLine↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformTxn837sql
revfind_load_transform_edidata__load_transformtxn837.sql✨ Consolidates and transforms professional and institutional claim submission data into a unified format for billing tracking.writesTransformTxn837· readsTxn837ITxn837IServiceLineTxn837PTxn837PServiceLine - Load TransformTxn837Linesql
revfind_load_transform_edidata__load_transformtxn837line.sql✨ Builds a unified table of professional and institutional claim service lines, extracting procedure codes, charges, and provider details.writesTransformTxn837Line· readsTransformTxn837Txn837ITxn837IServiceLineTxn837PServiceLine↳ feeds from Load TransformTxn837 - Load TransformAccountsql
revfind_load_transform_edidata__load_transformaccount.sql✨ Loads account-level records by mapping claim data to patients, providers, and insurance payers using the latest claim versions.writesTransformAccount· readsEDIFacilityMapTransformTxn837↳ feeds from Load TransformTxn837 - Load TransformChargesql
revfind_load_transform_edidata__load_transformcharge.sql✨ Transforms claim service lines into individual charge records linked to accounts, capturing procedure codes, units, and financial amounts.writesTransformCharge· readsTransformAccountTransformTxn837TransformTxn837Line↳ feeds from Load TransformAccount, Load TransformTxn837, Load TransformTxn837Line - Load TransformChargeFamilyPoolsql
revfind_load_transform_edidata__load_transformchargefamilypool.sql✨ Maps historical claim service lines to their latest charge versions to establish a consistent charge family for longitudinal tracking.writesTransformChargeFamilyPool· readsTransformChargeTransformChargeFamilyPoolTransformTxn837TransformTxn837Line↳ feeds from Load TransformCharge, Load TransformTxn837, Load TransformTxn837Line - Load TransformPatientMergeSqlwrites
TransformPatient· readsTransformAccountTransformTxn837↳ feeds from Load TransformAccount, Load TransformTxn837merge data source type=ThisDatabasetable name=TransformPatientmerge mode=InsertUpdatebulk copy timeout seconds=300bulk copy use table lock - Load TransformRemitAccountMapsql
revfind_load_transform_edidata__load_transformremitaccountmap.sql✨ Matches remittance advice records to patient accounts using tiered logic based on identifiers like Tax ID and service dates.writesTransformRemitAccountMap· readsTransformAccountTransformRemit↳ feeds from Load TempRemitCOB, Load TransformAccount, Load TransformRemit - Load TransformRemitTransactionssql
revfind_load_transform_edidata__load_transformremittransactions.sql✨ Consolidates remittance payments and adjustments into a single transaction table, categorizing reason codes for financial reporting and analysis.writesTransformRemitTransactions· readsAdjustmentCodeRollupTransformRemitTransformRemitAdjustmentTransformRemitLine↳ feeds from Load TempRemitCOB, Load TransformRemit, Load TransformRemitAdjustment, Load TransformRemitLine - Load TransformChargeRemitMatchsql
revfind_load_transform_edidata__load_transformchargeremitmatch.sql✨ Matches normalized remittance service lines to specific charges within the charge family pool using tiered logic and procedure codes.writesTransformChargeRemitMatch· readsTransformChargeFamilyPoolTransformChargeRemitMatchTransformRemitTransformRemitAccountMapTransformRemitLine↳ feeds from Load TempRemitCOB, Load TransformChargeFamilyPool, Load TransformRemit, Load TransformRemitAccountMap, Load TransformRemitLine - Load TransformAccountRemitsql
revfind_load_transform_edidata__load_transformaccountremit.sql✨ Links remittance transactions to specific charges or accounts, providing a detailed view of payments and adjustments at the charge level.writesTransformAccountRemit· readsTransformAccountRemitTransformChargeRemitMatchTransformRemitAccountMapTransformRemitTransactions↳ feeds from Load TransformChargeRemitMatch, Load TransformRemitAccountMap, Load TransformRemitTransactions