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

sub-job

MNEye · Load-Customer-Dimensions

called by Daily-Processing-Accounts

sub-job MNEye/Load-Customer-Dimensions · db MNEye_ProdMirror · updated 2025-10-15

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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-Customer-Dimensions

46 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. 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