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

sub-job

MNEye · Load-Account-Data

called by Daily-Processing-Accounts

sub-job MNEye/Load-Account-Data · db MNEye_ProdMirror · updated 2026-04-14

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

21 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. 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