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

Batch / file feed · RevFind pipeline

MNEye · Daily-Processing-Accounts

pipeline MNEye/Daily-Processing-Accounts · db MNEye_ProdMirror · updated 2025-10-20
classification: revfind · loads 1 visit table

Loads visit tables
Besides its back-office work, this RevFind pipeline also loads a visit dimension/fact table (Load visitType) — the shared rows Flow builds on. It runs no front-of-house work (no eligibility, estimate, or letters), so it stays RevFind.

trigger

How it's scheduled

Chained — no clock of its own

This runs after its source-data load completes, as a follow-on stage rather than on an independent schedule.

Scheduled taskCadenceServerStateCoordination
\MDC\Daily - Processing - MNEye - Accountson demand / chainedprod-db-3enabledstandalone

shape

The RevFind back-office spine

RevFind pipelines share a back-office shape: ingest → load accounts → reconcile remits → model contracts → surface underpayments. Lit stages are the ones this pipeline runs.

Ingest
Batch / file feed
→
Accounts / AR
ACCT
→
Remit (835)
→
Contract model
→
Payer rules
→
Work queue & sync
Work queueDashboards

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).

Good-faith estimateDenial / 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).

revfind

Daily-Processing-Accounts

7 tasks · MNEye
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. Refresh DimensionMemberPrevioussqldaily_processing_accounts__refresh_dimensionmemberprevious.sql
    ✨ Synchronizes the previous dimension member table with current values to track changes in organizational or categorical structures.
    writes DimensionMemberPrevious · reads DimensionMemberDimensionMemberPrevious
  2. ▶Load-Account-Datasub-job · 21↗
    1. Create EncounterDeltasqlload_account_data__create_encounterdelta.sql
      ✨ Identifies and captures recent encounter changes into a delta table for incremental processing across specific practice locations.
      writes EncounterDelta
    2. Load SourceEncounterMapsqlload_account_data__load_sourceencountermap.sql
      ✨ Updates the source encounter mapping table by replacing records for recently changed encounters identified in the delta step.
      writes SourceEncounterMap · reads EncounterDeltaSourceEncounters
      ↳ feeds from Create EncounterDelta
    3. Load SourceAccountChargesqlload_account_data__load_sourceaccountcharge.sql
      ✨ Loads and updates detailed charge information for recent encounters, including codes, balances, and provider assignments.
      writes SourceAccountCharge · reads ChargeTypeEncounterDeltaProviderSourceChargeMasterSourceChargesSourceEncounters
      ↳ feeds from Create EncounterDelta
    4. Load SourceTransactionPaymentsAdjustmentssqlload_account_data__load_sourcetransactionpaymentsadjustments.sql
      ✨ Loads and categorizes posted transaction payments, adjustments, and refunds from source detail records for specific encounters.
      writes SourceTransactionPaymentsAdjustments · reads EncounterDeltaSourceAccountChargeSourceChargesSourceEncountersSourceTransactionDetail
      ↳ feeds from Create EncounterDelta, Load SourceAccountCharge
    5. Load SourceRemitAdjustmentsqlload_account_data__load_sourceremitadjustment.sql
      ✨ Loads posted remittance adjustments and maps reason codes to standardized adjustment types and categories for encounter tracking.
      writes SourceRemitAdjustment · reads AdjustmentCodeMapMNEncounterDeltaSourceAccountChargeSourceAdjustmentsSourceChargesSourceEncounters
      ↳ feeds from Create EncounterDelta, Load SourceAccountCharge
    6. Load SourceRemitsqlload_account_data__load_sourceremit.sql
      ✨ Consolidates remittance data from adjustments and transaction payments into a unified table for comprehensive payment tracking.
      writes SourceRemit · reads EncounterDeltaSourceRemitAdjustmentSourceTransactionPaymentsAdjustments
      ↳ feeds from Create EncounterDelta, Load SourceRemitAdjustment, Load SourceTransactionPaymentsAdjustments
    7. Create TempZeroBalanceDatesqlload_account_data__create_tempzerobalancedate.sqldisabled
      ✨ Identifies the earliest date each encounter reached a zero balance by calculating cumulative transaction totals against total charges.
      writes TempTransactionsSummaryTempZeroBalanceDate · reads TempTransactionsSummary
    8. Load SourceRemitOrdersqlload_account_data__load_sourceremitorder.sql
      ✨ Sequences remittance records chronologically and flags their status relative to the encounter's zero balance date.
    9. Load SourcePatientResponsibilityChargessqlload_account_data__load_sourcepatientresponsibilitycharges.sql
      ✨ Identifies and loads charges where the patient is designated as the responsible party for payment.
    10. Load SourceRemitAdjustmentAggregatesqlload_account_data__load_sourceremitadjustmentaggregate.sql
      ✨ Aggregates remittance adjustment amounts by type, including contractals and denials, for each charge and payer combination.
      writes SourceRemitAdjustmentAggregate · reads EncounterDeltaSourceRemitAdjustmentSourceRemitOrder
      ↳ feeds from Create EncounterDelta, Load SourceRemitAdjustment
    11. Load SourceChargeTransactionMeasuressqlload_account_data__load_sourcechargetransactionmeasures.sql
      ✨ Calculates total financial measures for charges, including payments, refunds, and bad debt transfers, grouped by payer and source.
      writes SourceChargeTransactionMeasures · reads EncounterDeltaSourceEncountersSourceTransactionPaymentsAdjustments
      ↳ feeds from Create EncounterDelta, Load SourceTransactionPaymentsAdjustments
    12. LoadAccountDataLoadAccountData
      Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
      · reads AccountChargeEncounterDeltaFacilityPatientSourceAccountChargeSourceAdjustmentsSourceCarrierMapSourceChargeTransactionMeasures
      ↳ feeds from Create EncounterDelta, Load SourceAccountCharge, Load SourceChargeTransactionMeasures, Load SourceRemit, Load SourceRemitAdjustmentAggregate
      custom account charge querycustom account querycustom account remit querycustom account insurance query
    13. Load AccountTransactionsqlload_account_data__load_accounttransaction.sql
      ✨ Loads and categorizes financial transactions, including payments and adjustments, for updated patient accounts.
      writes AccountTransaction · reads AccountEncounterDeltaSourceTransactionPaymentsAdjustments
      ↳ feeds from Create EncounterDelta, Load SourceTransactionPaymentsAdjustments
    14. Load AccountAdjustmentsqlload_account_data__load_accountadjustment.sql
      ✨ Updates detailed insurance and patient adjustment records, incorporating remittance data and payer information for processed healthcare encounters.
      writes AccountAdjustment · reads EncounterDeltaSourceEncounterInsuranceSourceRemitAdjustmentSourceRemitOrder
      ↳ feeds from Create EncounterDelta, Load SourceRemitAdjustment
    15. ▶Score-Accountssub-job · 19↗
      1. Score Medicare AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      2. Score AARP Senior Plan AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2018-01-01incrementalupdate dimensions
      3. Score Aetna AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      4. Score Aetna Allina AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2024-08-01incrementalupdate dimensions
      5. Score BIND AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2018-09-01incrementalupdate dimensions
      6. Score BCBS AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-07-01incrementalupdate dimensions
      7. Score Blue Cross Medicare AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      8. Score Blue Cross MSHO AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      9. Score GEHA AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2018-09-01incrementalupdate dimensions
      10. Score HP AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      11. Score Medica AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      12. Score PreferredOne AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      13. Score SelectCare/LaborCare AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      14. Score Surest AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2018-09-01incrementalupdate dimensions
      15. Score UCare Ind Family PlanBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2019-01-01incrementalupdate dimensions
      16. Score UCare Seniors and MSHO AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01incrementalupdate dimensions
      17. Score UHC/UMR AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2018-09-01incrementalupdate dimensions
      18. Score Old UHC pointing to SelectCare/LaborCareBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01max service date=2018-08-31incrementalupdate dimensions
      19. Score First Health AccountsBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2023-03-01incrementalupdate dimensions
    16. ▶Score-Accounts-Medicare-Scenariosub-job · 2↗Consolidated to a single task! We are currently running this for all Insurances / all Facilities 2023*-forward. No reason it couldn't just be a single task. * Updated from a MinServiceDate of [date] to [date] as the result of ZD ticket #14587. ** Updated to query to score all acc
      1. Score All Accounts Against Medicare ScenarioBatchProcessAccountsdisabled
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2023-01-01scenario insurance=MedicareincrementalDISABLED
      2. Score All Accounts against ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Medicare
    17. ▶Score-Accounts-Medicare-Proposed-Scenariosub-job · 17↗
      1. Score Medicare AccountsBatchProcessAccountsdisabled
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2016-01-01scenario insurance=Proposed Medicareincrementalupdate dimensionsDISABLED
      2. Score AARP Senior Plan Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      3. Score Aetna Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      4. Score BIND Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      5. Score BCBS Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      6. Score Blue Cross Medicare Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      7. Score Blue Cross MSHO Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      8. Score GEHA Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      9. Score HP Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      10. Score Medica Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      11. Score PreferredOne Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      12. Score SelectCare/LaborCare Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      13. Score UCare Ind Family Plan Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      14. Score UCare Seniors and MSHO Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      15. Score UHC/UMR Accounts Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      16. Score Old UHC pointing to SelectCare/LaborCare Medicare ScenarioProcessAccountDataFromQuery
        · reads AccountEncounterDelta
        custom queryscenario insurance=Proposed Medicare
      17. Score Non-Quote Insurance Accounts Medicare Scenario 2021-ForwardProcessAccountDataFromQuery
        · reads AccountDimensionMemberEncounterDeltaInsurance
        custom queryscenario insurance=Proposed Medicare
    18. Create TempEncounterEventMapsqlload_account_data__create_tempencountereventmap.sql
      ✨ Builds a temporary mapping of patient appointments to encounters to prioritize and sequence clinical events for reporting.
      writes TempEncounterEventMap
    19. Load AccountDetailsqlload_account_data__load_accountdetail.sql
      ✨ Populates comprehensive encounter-level details, including insurance balances, provider information, and clinical metadata for updated patient accounts.
    20. Load AccountChargeDetailsqlload_account_data__load_accountchargedetail.sql
      ✨ Loads granular charge-level data, including procedure codes, modifiers, and calculated patient liability for individual healthcare services.
      writes AccountChargeDetail · reads AccountChargeAccountEstimateChargeEncounterDeltaPOSCodesSourceAccountChargeSourceChargeTransactionMeasuresSourceEncountersSourcePatientResponsibilityCharges
      ↳ feeds from Create EncounterDelta, Load SourceAccountCharge, Load SourceChargeTransactionMeasures, Load SourceRemitAdjustmentAggregate
    21. Load AccountLoadHistorysqlload_account_data__load_accountloadhistory.sql
      ✨ Records a timestamped log of the total number of accounts processed during each data pipeline execution.
      writes AccountLoadHistory · reads EncounterDelta
      ↳ feeds from Create EncounterDelta
  3. Update TimeDimensionssqldaily_processing_accounts__update_timedimensions.sql
    ✨ Updates the time dimension tables to ensure calendar and reporting periods are current for data analysis.
    · reads load_TimeDimensions
  4. ▶Load-Customer-Dimensionssub-job · 46↗
    1. Load Facility Dimensionsqlload_customer_dimensions__load_facility_dimension.sql
      ✨ Synchronizes the facility dimension by updating or inserting healthcare location names and their parent group associations.
      writes DimensionMember · reads Facility
    2. Load Practicessqlload_customer_dimensions__load_practices.sql
      ✨ Builds the practice dimension by extracting and organizing unique parent organizations from the existing facility hierarchy.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    3. Load PracticeIDsqlload_customer_dimensions__load_practiceid.sql
      ✨ Builds and updates the practice dimension using unique practice identifiers and names extracted from appointment source data.
      writes DimensionMember · reads SourceAppointment
    4. Load Insurance Dimension (disabled for newest version of task)sqlload_customer_dimensions__load_insurance_dimension_disabled_for_newest_version_of_task.sqldisabled
      ✨ Loads the insurance dimension by consolidating insurance keys and carrier mapping data into the central dimension table.
      writes DimensionMember · reads DimensionMemberInsuranceSourceCarrierMap
    5. Load Providersqlload_customer_dimensions__load_provider.sql
      ✨ Builds the provider dimension by merging provider records and default categories into the dimension member repository.
      writes DimensionMember · reads Provider
    6. Load ProviderTypesqlload_customer_dimensions__load_providertype.sql
      ✨ Builds the provider type dimension by extracting and updating unique parent categories from the existing provider dimension records.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    7. Load ProviderAllsqlload_customer_dimensions__load_providerall.sql
      ✨ Loads a comprehensive provider dimension by merging imported provider details and specialty descriptions into the dimension member table.
      writes DimensionMember · reads ImportProviders
    8. Load ProviderTypeAllsqlload_customer_dimensions__load_providertypeall.sql
      ✨ Builds the comprehensive provider type dimension by extracting unique specialty categories from the full provider dimension list.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    9. 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
    10. Load QuoteInsurance Dimension (disabled for newest version of task)sqlload_customer_dimensions__load_quoteinsurance_dimension_disabled_for_newest_version_of_task.sqldisabled
      ✨ Loads the quote insurance dimension by extracting unique insurance entities from contract mapping data, excluding standard charge entries.
      writes DimensionMember · reads ContractMap
    11. Load EligibilityInsurance Dimension (disabled for newest version of task)sqlload_customer_dimensions__load_eligibilityinsurance_dimension_disabled_for_newest_version_of_task.sqldisabled
      ✨ Updates the eligibility insurance dimension by filtering insurance records for those containing valid electronic benefit API references.
      writes DimensionMember · reads Insurance
    12. Load Appointment Days Outsqlload_customer_dimensions__load_appointment_days_out.sql
      ✨ Builds a dimension to categorize appointments by their lead time, ranging from today to over thirty days out.
      writes DimensionMember
    13. Load TimeDayFuturesqlload_customer_dimensions__load_timedayfuture.sql
      ✨ Loads future appointment dates into a time dimension to support forward-looking reporting and scheduling analysis.
      writes DimensionMember · reads SourceAppointment
    14. Load TimeMonthFuturesqlload_customer_dimensions__load_timemonthfuture.sql
      ✨ Builds a monthly time dimension by aggregating future appointment dates into their respective calendar months for reporting.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    15. Load TimeYearFuturesqlload_customer_dimensions__load_timeyearfuture.sql
      ✨ Builds a yearly time dimension by aggregating future appointment months into their respective calendar years.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    16. Load Payersqlload_customer_dimensions__load_payer.sql
      ✨ Updates the payer dimension with current insurance carrier information and a default self-pay option for financial tracking.
      writes DimensionMember · reads SourcePayer
    17. Load FinancialClasssqlload_customer_dimensions__load_financialclass.sql
      ✨ Loads financial classifications from payer data to group insurance plans by their specific billing and payment categories.
      writes DimensionMember · reads DimensionMemberImportPayer
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    18. Load EventTypesqlload_customer_dimensions__load_eventtype.sql
      ✨ Builds a dimension of appointment event types by mapping source data to standardized categories for consistent reporting.
      writes DimensionMember · reads DimensionMemberSourceAppointmentSourceEventTypeMap
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    19. Load EventCategorysqlload_customer_dimensions__load_eventcategory.sql
      ✨ Builds event categories to identify which appointment types require insurance eligibility and benefit verification services.
      writes DimensionMember · reads DimensionMemberSourceEventCategoryMap
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    20. Load EventBenefitCategorysqlload_customer_dimensions__load_eventbenefitcategory.sql
      ✨ Loads static event benefit categories to track whether insurance benefits are required for specific pipeline events.
      writes DimensionMember
    21. Load Remaining Diagnosessqlload_customer_dimensions__load_remaining_diagnoses.sql
      ✨ Loads unique diagnosis codes from source charges into the dimension table to support clinical reporting and categorization.
      writes DimensionMember · reads DimensionMemberSourceCharges
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    22. Load Remaining Modifierssqlload_customer_dimensions__load_remaining_modifiers.sql
      ✨ Loads unique procedure modifiers from source charges into the dimension table to ensure accurate billing and claim tracking.
      writes DimensionMember · reads DimensionMemberSourceCharges
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    23. Load Encounter Statussqlload_customer_dimensions__load_encounter_status.sql
      ✨ Updates the encounter status dimension with unique values from account details to track the current state of patient visits.
      writes DimensionMember · reads AccountDetail
    24. Load AdjustmentTypesqlload_customer_dimensions__load_adjustmenttype.sql
      ✨ Builds the adjustment type dimension by mapping unique adjustment categories from the source adjustment code map.
      writes DimensionMember · reads AdjustmentCodeMapMNDimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    25. Load AdjustmentCategorysqlload_customer_dimensions__load_adjustmentcategory.sql
      ✨ Loads adjustment categories and their parent types into the dimension table to organize financial adjustments for reporting.
      writes DimensionMember · reads AdjustmentCodeMapMNDimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    26. Load AdjustmentCodesqlload_customer_dimensions__load_adjustmentcode.sql
      ✨ Builds the adjustment code dimension by combining mapped codes with descriptions and capturing missing reason codes from account adjustments.
      writes DimensionMember · reads AccountAdjustmentAdjustmentCodeMapMNDimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    27. Load DenialCategorysqlload_customer_dimensions__load_denialcategory.sql
      ✨ Populates the denial category dimension by filtering existing adjustment categories specifically flagged as denials.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    28. Load PayerTypesqlload_customer_dimensions__load_payertype.sql
      ✨ Loads standardized payer type categories into the dimension table to classify insurance and patient responsibility.
      writes DimensionMember
    29. Load RemitOrderTypesqlload_customer_dimensions__load_remitordertype.sql
      ✨ Populates the dimension table with remittance order types to track the sequence and timing of payment advice.
      writes DimensionMember
    30. Load TransactionCategorysqlload_customer_dimensions__load_transactioncategory.sql
      ✨ Extracts unique transaction categories from account records to build a reference dimension for financial reporting.
      writes DimensionMember · reads AccountTransaction
    31. Load TransactionCodesqlload_customer_dimensions__load_transactioncode.sql
      ✨ Builds a dimension of transaction code descriptions from account data to enable detailed financial activity analysis.
      writes DimensionMember · reads AccountTransaction
    32. Load Service Agingssqlload_customer_dimensions__load_service_agings.sql
      ✨ Defines standardized aging buckets in the dimension table to categorize accounts receivable by the number of days outstanding.
      writes DimensionMember
    33. Load DollarStratsqlload_customer_dimensions__load_dollarstrat.sql
      ✨ Establishes dollar amount stratification ranges to group account balances for financial segmentation and analysis.
      writes DimensionMember
    34. Load GroupCodesqlload_customer_dimensions__load_groupcode.sql
      ✨ Loads standard claim adjustment group codes into the dimension table to categorize reasons for payment variances.
      writes DimensionMember
    35. Load PayerSubgroupsqlload_customer_dimensions__load_payersubgroup.sql
      ✨ Populates the dimension table with unique payer subgroups from imported data to support granular insurance reporting.
      writes DimensionMember · reads DimensionMemberImportPayer
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    36. Load Locationsqlload_customer_dimensions__load_location.sql
      ✨ Updates the location dimension by synchronizing source facility data with the master dimension table.
    37. Load AR Financial Classsqlload_customer_dimensions__load_ar_financial_class.sql
      ✨ Loads accounts receivable financial classes into the dimension table, categorizing payers into specific reporting groups.
      writes DimensionMember · reads DimensionMemberImportPayer
      ↳ feeds from Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    38. Load Match Statussqlload_customer_dimensions__load_match_status.sql
      ✨ Populates the match status dimension with standard categories for comparing allowed amounts against expected values.
      writes DimensionMember
    39. Load POS Codessqlload_customer_dimensions__load_pos_codes.sql
      ✨ Loads standardized place of service codes and names from common reference data into the dimension table.
      writes DimensionMember · reads POSCodes
    40. Load POS Namesqlload_customer_dimensions__load_pos_name.sql
      ✨ Builds the place of service name dimension using unique values found in the account charge details.
      writes DimensionMember · reads AccountChargeDetail
    41. Load LastTransactionDaysqlload_customer_dimensions__load_lasttransactionday.sql
      ✨ Creates a daily time dimension for tracking the most recent transaction dates within the reporting system.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    42. Load LastTransactionMonthsqlload_customer_dimensions__load_lasttransactionmonth.sql
      ✨ Builds a monthly time dimension to facilitate reporting on the last transaction activity at the month level.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    43. Load LastTransactionYearsqlload_customer_dimensions__load_lasttransactionyear.sql
      ✨ Establishes a yearly time dimension for analyzing the final transaction dates across different fiscal periods.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, Load visitType, LoadInsuranceDimensionMembers
    44. Load AppointmentCreatedBysqlload_customer_dimensions__load_appointmentcreatedby.sql
      ✨ Builds the appointment creator dimension by loading unique login IDs from source appointment data.
      writes DimensionMember · reads SourceAppointment
    45. Load visitTypesqlload_customer_dimensions__load_visittype.sql
      ✨ Updates or inserts visit type dimension members based on event types found in source appointment records.
      writes DimensionMember · reads DimensionMemberSourceAppointment
      ↳ feeds from Load AR Financial Class, Load AdjustmentCategory, Load AdjustmentCode, Load AdjustmentType, Load Appointment Days Out, Load AppointmentCreatedBy, Load DenialCategory, Load DollarStrat, Load Encounter Status, Load EventBenefitCategory, Load EventCategory, Load EventType, Load Facility Dimension, Load FinancialClass, Load GroupCode, Load LastTransactionDay, Load LastTransactionMonth, Load LastTransactionYear, Load Match Status, Load POS Codes, Load POS Name, Load Payer, Load PayerSubgroup, Load PayerType, Load PracticeID, Load Practices, Load Provider, Load ProviderAll, Load ProviderType, Load ProviderTypeAll, Load Remaining Diagnoses, Load Remaining Modifiers, Load RemitOrderType, Load Service Agings, Load State Dimension, Load TimeDayFuture, Load TimeMonthFuture, Load TimeYearFuture, Load TransactionCategory, Load TransactionCode, LoadInsuranceDimensionMembers
    46. Load State Dimensionsqlload_customer_dimensions__load_state_dimension.sql
      ✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.
      writes DimensionMember · reads Facility
  5. ▶Update-Dashboard-Tablessub-job · 1↗
    1. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
  6. Data-Integrity-Reportsub-job
  7. WorkqueueAssignmentWorkqueueAssignment
    Assigns accounts or visits to workqueue stacks by evaluating matching criteria and updating item lists based on search terms.