sub-job
MNEye · Load-Visits-Flow
Removing references to TempVisitBundleCharge, which is loaded by ad-hoc tables, to transition MNEye to fully using the Bundle entity instead -CW [date]
task tree
What the sub-job runs
Tasks in order, each with what it does — typed stepsfrom the MDClarity task docs (click to open the reference), sub-jobsyou can expand inline (▶) to reveal their own tasks, and SQL steps summarized by Gemini (✨). Every step shows the tables it writes/reads and which earlier step it feeds from(sqlglot lineage).
sub-job
Load-Visits-Flow
18 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
- ReprocessChangedConfigurationsReprocessChangedConfigurationsIdentify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.reprocess visits
- Augment VisitDelta from Change Configssql
load_visits_flow__augment_visitdelta_from_change_configs.sql✨ Adds visits from the reprocess queue to the delta table to ensure they are included in the next processing cycle.writesVisitDelta· readsVisitVisitDeltaVisitReprocessQueueItem↳ feeds from Sync Quotes, Visits, and CustomProperties - LoadVisitsLoadVisitsLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsFacilityInsuranceMapPatientSourceEventCategoryMapSourceEventTypeMapTransformVisitTransformVisitInsuranceVisit↳ feeds from Augment VisitDelta from Change Configs, Sync Quotes, Visits, and CustomPropertiescustom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge - AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatchApplies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
- Load TempBatchVisitssql
load_visits_flow__load_tempbatchvisits.sqldisabled✨ Loads a temporary table with visits eligible for batch insurance verification based on scheduling, service type, and prior transaction history.writesTempBatchVisit - CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.auto query
- Auto BenefitsAutoBenefitsPopulates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
- Calculate VisitsflowCompute the good-faith estimate (CalculateVisits).· reads
ContractMapDimensionMemberVisitBatch↳ feeds from Load Visitscustom querycalculate chargesupdate dimensionsbatch mode - AutoSendLettersAutoSendLettersGenerates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
- AutoSendLettersForFutureVisitsAutoSendLettersForFutureVisitsGenerates and sends cost estimate letters for upcoming scheduled visits based on patient preferences and configured qualification criteria.
- AutoSendReminderAutoSendReminderResends patient cost estimate letters via email or SMS if they remain unviewed after a specified time interval.
- LogVisitChangeEventsBatchLogVisitChangeEventsBatchCompare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
- VisitAfterDate1.1.26VisitAfterDate1.1.26· reads
CustomPropertyMapVisitBatch↳ feeds from Load Visits, Sync Quotes, Visits, and CustomPropertiesentity=Visitcustom property key=VisitAfterDate1.1.26custom querybatch mode - PrimaryCoverageStatus (CustomProp)UpdateCustomPropertyFromQuery· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch↳ feeds from Load Visits, Sync Quotes, Visits, and CustomPropertiesentity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode - SecondaryCoverageStatus (CustomProp)UpdateCustomPropertyFromQuery· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch↳ feeds from Load Visits, Sync Quotes, Visits, and CustomPropertiesentity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode - MedicarePartC Custom Prop (need to refine)UpdateCustomPropertyFromQuery· reads
CustomPropertyMapEligibilityTxnVisitBatch↳ feeds from Load Visits, Sync Quotes, Visits, and CustomPropertiesentity=Visitcustom property key=HasMedicarePartCCoverageauto querybatch mode - Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.writes
CustomPropertyMapQuoteVisitVisitChangeEvent· readsCustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch↳ feeds from Load Visitssync quotesync visitsync custom property mapsync visit change event ▶Load-Visit-Factsub-job · 1↗
- Load VisitFactsql
load_visit_fact__load_visitfact.sql✨ Updates the visit fact table by refreshing records with recent activity, including insurance, eligibility, and payment status.writesVisitFactVisitFactDelta· readsEligibilityStatusMapEligibilityTxnFacilityPatientLetterPaymentTxnVisitVisitFactDelta