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
22 tasks · NWDerm
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
- Load TempBatchVisitsql
load_visits__load_tempbatchvisit.sqldisabled✨ Flags upcoming visits for insurance eligibility checks based on service types, coverage status, and appointment lead times.writesTempBatchVisitVisitEligServiceTypesVisitServiceTypes· readsDimensionMemberTempBatchVisitTransformVisitTransformVisitInsTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisitEligServiceTypesVisitServiceTypes - Augment Visit Deltasql
load_visits__augment_visit_delta.sqldisabled✨ Updates the visit delta table by adding records flagged as requiring new insurance eligibility lookups from the batch process.writesVisitDelta· readsTempBatchVisitVisitDelta - ReprocessChangedConfigurationsReprocessChangedConfigurationsIdentify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.reprocess visits
- Augment VisitDeltasql
load_visits__augment_visitdelta.sql✨ Updates insurance mappings for reprocessed visits and adds them to the delta table for downstream processing.writesVisitDeltaVisitKeyLookup· readsVisitDeltaVisitKeyLookup - LoadVisitBatchLoadVisitBatchLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsPatientTransformVisitTransformVisitInsuranceVisitVisitDelta↳ feeds from Augment VisitDelta, Sync Visits and Quotescustom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge - load-custom-propertiessub-job
- Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.DISABLED
- Augment TempBatchVisitsql
load_visits__augment_tempbatchvisit.sqldisabled✨ Flags visits for eligibility rechecks based on appointment lead time and previous transaction status to ensure coverage is verified.writesTempBatchVisit· readsDimensionMemberEligibilityTxnTempBatchVisitTransformVisitTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisitVisitBatch - Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
TempBatchVisitVisitBatchcustom queryDISABLED - CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.auto query
- Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatchcustom queryDISABLED - AutoApplyBenefitsAutoApplyBenefitsPopulates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
- CalculateVisitsflowCompute the good-faith estimate (CalculateVisits).· reads
DimensionMemberVisitBatch↳ feeds from LoadVisitBatchcustom querycalculate chargesbatch mode - LogVisitChangeEventsBatchLogVisitChangeEventsBatchCompare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
- Load TransformVisitInsuranceCoverageStatussql
load_visits__load_transformvisitinsurancecoveragestatus.sql✨ Updates insurance coverage statuses by analyzing recent eligibility transactions and mapping results to standardized active or inactive states.writesTempEligibilityStatsTransformVisitInsuranceCoverageStatus· readsTempEligibilityStatsTransformVisitInsuranceVisitBatch↳ feeds from LoadVisitBatch ▶Load-CustomProperty-CoverageStatussub-job · 3↗
- Load Primary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode - Load Secondary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode - Load Tertiary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=TertiaryCoverageStatuscustom querybatch mode
- Sync Visits and QuotesSyncBatchSynchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.writes
CustomPropertyMapQuoteVisitVisitChangeEvent· readsCustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch↳ feeds from LoadVisitBatchsync quotesync visitsync custom property mapsync visit change event - ExportBatchVisitEligibilityflowdisabledPush the batch to the app / export results.· reads
EligibilityTxnVisitBatchcustom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED - SearchForInsuranceflowdisabledFind coverage for visits missing insurance.· reads
EligibilityTxnBatchcustom querytable name=InsuranceSearch_Resultbatch modeDISABLED ▶Load-Visit-Factsub-job · 1↗
- Load VisitFactsql
load_visit_fact__load_visitfact.sql✨ Updates the visit fact table by refreshing records that have recent activity in payments, eligibility checks, or patient communications.writesVisitFact· readsEligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit