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

Batch / file feed · RevFind pipeline

OrthoAlliance · Daily-Accounts-Processing

Overall Processing job for Batch pipeline

pipeline OrthoAlliance/Daily-Accounts-Processing · db OrthoAlliance_ProdMirror · updated 2025-09-17
classification: revfind · loads 5 visit tables

Loads visit tables
Besides its back-office work, this RevFind pipeline also loads a visit dimension/fact table (Load VisitFact, Load VisitStatus Dimension, Load VisitType Dimensions, Load-Visit-Fact, UpdateVisitCustomPropertyFromQuery) — 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

Daily batch — once at 09:15

The Batch / file feed arrives as a scheduled drop, so one overnight pass is enough: it ingests the day's file and works the whole batch to process the visits. A tighter loop would just re-scan the same file.

Scheduled taskCadenceServerStateCoordination
\MDC\Daily - Processing - OrthoAlliancedaily at 09:15prod-db-1enabledstandalone

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
Dashboards

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).

Coverage statusGood-faith estimateBundlesFee schedule / contractDenial / underpaymentCPT / procedure logic

Payers in SQLAnthemMedicare

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-Accounts-Processing

10 tasks · OrthoAlliance
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. ▶Process-NextGen-Data_ProcessDataFilesub-job · 14↗
    1. DownloadDownload
      Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
      server=OrthoAlliance_ProdMirror-mdcssh-sftpremote directory=/local directory={SourceDataFolder}
    2. ▶Load-Adjustment_ProcessDataFilesub-job · 1↗
      1. Process ExportAdjustmentProcessFile
        writes ImportAdjustmentSourceAdjustment
        file path={FilePath}archive directory={SourceDataArchive}base table name=Adjustmentrow terminator=Newlinecolumn separator=Pipe
    3. ▶Load-Appointment_ProcessDataFilesub-job · 1↗
      1. Load ExportAppointmentProcessFile
        writes ImportAppointmentSourceAppointment
        file path={FilePath}archive directory={SourceDataArchive}base table name=Appointmentrow terminator=Newlinecolumn separator=Pipe
    4. ▶Load-Charge_ProcessDataFilesub-job · 1↗
      1. Load ExportChargeProcessFile
        writes ImportChargeSourceCharge
        file path={FilePath}archive directory={SourceDataArchive}base table name=Chargerow terminator=Newlinecolumn separator=Pipe
    5. ▶Load-ChargeMaster_ProcessDataFilesub-job · 1↗
      1. Load ExportChargemasterProcessFile
        writes ImportChargeMasterSourceChargeMaster
        file path={FilePath}archive directory={SourceDataArchive}base table name=ChargeMasterrow terminator=Newlinecolumn separator=Pipe
    6. ▶Load-Encounter_ProcessDataFilesub-job · 1↗
      1. Load ExportEncounterProcessFile
        writes ImportEncounterSourceEncounter
        file path={FilePath}archive directory={SourceDataArchive}base table name=Encounterrow terminator=Newlinecolumn separator=Pipe
    7. ▶Load-EncounterInsurancesub-job · 4↗
      1. Scan ExportEncounterInsuranceScanFiledisabled
        data file spec key=ImportEncounterInsurancefile path={FilePath}table name=ImportEncounterInsurancerow terminator=Newlinecolumn separator=Pipe
      2. Load ImportEncounterInsuranceLoadFile
        writes ImportEncounterInsurance
        data file spec=ImportEncounterInsurancefile path={FilePath}import mode=Replacearchive file path={SourceDataArchive}
      3. Create uci_ImportEncounterInsurancesqlload_encounterinsurance__create_uci_importencounterinsurance.sql
        ✨ Builds a unique index on encounter insurance import data to optimize performance and ensure record uniqueness during processing.
        · reads ImportEncounterInsurance
        ↳ feeds from Load ImportEncounterInsurance
      4. Delete/Insert SourceEncounterInsurancesqlload_encounterinsurance__delete_insert_sourceencounterinsurance.sql
        ✨ Updates encounter insurance records while adjusting coordination of benefits logic to handle multiple insurance plans per patient visit.
    8. ▶Load-Event_ProcessDataFilesub-job · 1↗
      1. Load ExportEventProcessFile
        writes ImportEventSourceEvent
        file path={FilePath}archive directory={SourceDataArchive}base table name=Eventrow terminator=Newlinecolumn separator=Pipe
    9. ▶Load-Location_ProcessDataFilesub-job · 1↗
      1. Load ExportLocationProcessFile
        writes ImportLocationSourceLocation
        file path={FilePath}archive directory={SourceDataArchive}base table name=Locationrow terminator=Newlinecolumn separator=Pipe
    10. ▶Load-Patient_ProcessDataFilesub-job · 1↗
      1. Load ExportPatientProcessFile
        writes ImportPatientSourcePatient
        file path={FilePath}archive directory={SourceDataArchive}base table name=Patientrow terminator=Newlinecolumn separator=Pipe
    11. ▶Load-PatientInsurance_ProcessDataFilesub-job · 2↗
      1. PatientInsurance File CleanupExecuteProcess
        command=powershell.exe
      2. Load ExportPatientInsuranceProcessFile
        writes ImportPatientInsuranceSourcePatientInsurance
        file path={FilePath}archive directory={SourceDataArchive}base table name=PatientInsurancerow terminator=Newlinecolumn separator=Pipe
    12. ▶Load-Payer_ProcessDataFilesub-job · 1↗
      1. Load ExportPayerProcessFile
        writes ImportPayerSourcePayer
        file path={FilePath}archive directory={SourceDataArchive}base table name=Payerrow terminator=Newlinecolumn separator=Pipe
    13. ▶Load-Provider_ProcessDataFilesub-job · 1↗
      1. Load ExportProviderProcessFile
        writes ImportProviderSourceProvider
        file path={FilePath}archive directory={SourceDataArchive}base table name=Providerrow terminator=Newlinecolumn separator=Pipe
    14. ▶Load-TransactionDetail_ProcessDataFilesub-job · 1↗
      1. Process ExportTransactionDetail DataFileProcessFile
        writes ImportTransactionDetailSourceTransactionDetail
        file path={FilePath}archive directory={SourceDataArchive}base table name=TransactionDetailrow terminator=Newlinecolumn separator=Pipe
  2. ▶Load-Entitiessub-job · 2↗Load Facility, Provider
    1. Load FacilityLoadEntities
      writes Facility · reads SourceLocationfacility
      entity type=Facilitycustom query
    2. Load Providersqlload_entities__load_provider.sql
      ✨ Synchronizes provider master data including taxonomy codes and NPIs for all active rendering providers in the system.
      writes Provider · reads ProviderTaxonomySourceAppointmentSourceEncounterSourceProvider
  3. ▶Load-InsuranceMapsub-job · 3↗
    1. LoadDataFileLoadDataFiledisabled
      Imports delimited data files into database tables using predefined specifications for validation, loading, and optional file archiving.
      writes ImportInsuranceMap
      data file spec=ImportInsuranceMapimport mode=ReplaceDISABLED
    2. Load InsuranceMap Table - OldLoadEntitiesdisabled
      writes InsuranceMap · reads ImportInsuranceMapInsuranceMap
      entity type=InsuranceMapcustom queryDISABLED
    3. Load InsuranceMap TableLoadEntities
      writes InsuranceMap · reads InsuranceMapSourcePayer
      entity type=InsuranceMapcustom querykey prefix=IM
  4. ▶Load-Account-Transform-Tablessub-job · 12↗NextGen Transforms
    1. Create AccountDeltasqlload_account_transform_tables__create_accountdelta.sql
      ✨ Identifies encounters updated since the last pipeline run to create a delta list of accounts requiring transformation and loading.
    2. Load TransformTransactionsqlload_account_transform_tables__load_transformtransaction.sql
      ✨ Categorizes and loads raw transaction data into a standardized format for accounts identified in the current processing delta.
      writes TransformTransaction · reads AccountDelta
    3. Load TransformRemitAdjustmentsqlload_account_transform_tables__load_transformremitadjustment.sql
      ✨ Builds the remittance adjustment transformation table by categorizing insurance denials and mapping reason codes to standardized adjustment types.
      writes TransformRemitAdjustment · reads AccountDelta
    4. Load TransformChargesqlload_account_transform_tables__load_transformcharge.sql
      ✨ Loads detailed charge information, including service dates, procedure codes, and balances, for encounters identified in the current processing delta.
      writes TransformCharge · reads AccountDeltaSourceCharge
    5. Load TransformAccountsqlload_account_transform_tables__load_transformaccount.sql
      ✨ Builds account-level summaries by mapping encounter status, payer information, and total balances for updated patient accounts.
      writes TransformAccount · reads AccountDeltaSourceEncounter
    6. Load TransformRemitsqlload_account_transform_tables__load_transformremit.sqldisabled
      ✨ Builds the remit transformation table by consolidating electronic remittance advice adjustments and transaction-level payment data for updated encounters.
      writes TransformRemit · reads EncounterDeltaTransformRemitTransformRemitAdjustmentTransformTransactionPaymentAdjustment
    7. Create TempZeroBalanceDatesqlload_account_transform_tables__create_tempzerobalancedate.sqldisabled
      ✨ Calculates the specific date an encounter reached a zero balance by comparing cumulative transaction amounts against total charges.
      writes TempZeroBalanceDate · reads EncounterDeltaSourceTransactionDetailTransformAccountCharge
    8. Load TransformRemitOrdersqlload_account_transform_tables__load_transformremitorder.sqldisabled
      ✨ Determines the sequence of insurance remittances for each account to identify initial, current, and post-zero-balance payment activities.
      writes TransformRemitOrder · reads EncounterDeltaTempZeroBalanceDateTransformRemitTransformRemitOrder
    9. ?? Load TransformPatientResponsibilityChargessqlload_account_transform_tables__load_transformpatientresponsibilitycharges.sqldisabled
      ✨ Flags specific charges as patient responsibility based on source system indicators and insurance remittance transfer records.
      writes TransformPatientResponsibilityCharge · reads EncounterDeltaSourceEncounterTransformAccountChargeTransformPatientResponsibilityChargeTransformRemit
    10. Load TransformRemitAdjustmentAggregatesqlload_account_transform_tables__load_transformremitadjustmentaggregate.sql
      ✨ Aggregates remittance adjustments to calculate total contract, patient, and denial amounts at the charge level for updated accounts.
      writes TransformRemitAdjustmentAggregate · reads AccountDeltaTransformChargeTransformRemitAdjustment
      ↳ feeds from Load TransformCharge, Load TransformRemitAdjustment
    11. Load TransformChargeTransactionMeasuressqlload_account_transform_tables__load_transformchargetransactionmeasures.sql
      ✨ Builds aggregated financial measures for charges, including payments, adjustments, and denials, for encounters identified in the current processing delta.
      writes TransformChargeTransactionMeasure · reads AccountDeltaSourceEncounterTransformChargeTransformRemitAdjustmentAggregateTransformTransaction
      ↳ feeds from Load TransformCharge, Load TransformRemitAdjustmentAggregate, Load TransformTransaction
    12. Load TransformPatientsqlload_account_transform_tables__load_transformpatient.sql
      ✨ Updates or inserts patient demographic information and contact details into the transform layer based on the latest source system records.
      writes TransformPatient · reads SourcePatient
  5. ▶Load-Charge-Dimensionsub-job · 11↗
    1. Load TempChargeSchedulessqlload_charge_dimension__load_tempchargeschedules.sql
      ✨ Builds temporary charge schedules by calculating effective date ranges for professional and facility fee schedules from the master charge list.
      writes TempChargeSchedules
    2. Merge TransformChargemasterMergeSql
      writes TransformChargemaster · reads SourceChargeMaster
      merge data source type=ThisDatabasetable name=TransformChargemastermerge mode=InsertUpdatebulk copy timeout seconds=300bulk copy use table lock
    3. Load FeeScheduleRecordsqlload_charge_dimension__load_feeschedulerecord.sql
      ✨ Loads fee schedule records by mapping charge codes and modifiers to specific pricing schedules for professional and facility services.
      writes FeeScheduleRecord · reads SourceChargeMasterTempChargeSchedules
      ↳ feeds from Load TempChargeSchedules
    4. Load ScheduleMapsqlload_charge_dimension__load_schedulemap.sql
      ✨ Maps fee schedules to specific facilities and insurance types to define pricing applicability across the organization.
      writes ScheduleMap · reads FacilityTempChargeSchedules
      ↳ feeds from Load TempChargeSchedules
    5. Load ContractMapsqlload_charge_dimension__load_contractmap.sqldisabled
      ✨ Updates the contract map to define fee logic and billing types for facilities and professional services.
      writes ContractMap · reads Facility
    6. Load ScheduleLoadEntities
      writes Schedule · reads TempChargeSchedules
      ↳ feeds from Load TempChargeSchedules
      entity type=Schedulecustom query
    7. Load DMECurrentCodes Tablesqlload_charge_dimension__load_dmecurrentcodes_table.sql
      ✨ Identifies and stores currently active Medicare Durable Medical Equipment procedure codes based on effective date ranges.
      writes DMECurrentCodes
    8. Load ChargeTypesqlload_charge_dimension__load_chargetype.sql
      ✨ Builds the charge type catalog by categorizing professional and facility fees and generating encoded strings for billing and service types.
    9. Load ChargeType Dimensionsqlload_charge_dimension__load_chargetype_dimension.sql
      ✨ Populates the charge type dimension with members and their corresponding CPT categories to support hierarchical reporting.
      writes DimensionMember · reads ChargeType
    10. Load ProcedureCode Dimensionsqlload_charge_dimension__load_procedurecode_dimension.sql
      ✨ Builds the procedure code dimension by extracting codes from charge types and mapping them to standard descriptions and categories.
      writes DimensionMember · reads ChargeTypeDimensionMemberProcedureCode
      ↳ feeds from Load ChargeType Dimension, Load ProcedureCategory and Subcategory DM
    11. Load ProcedureCategory and Subcategory DMsqlload_charge_dimension__load_procedurecategory_and_subcategory_dm.sql
      ✨ Builds the procedure category dimension by extracting unique parent groupings from existing procedure code members.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType Dimension, Load ProcedureCode Dimension
  6. ▶Load-Patients-Entitysub-job · 1↗
    1. Execute LoadPatientsLoadPatients
      Upsert patient records into the patient dimension.
      · reads PatientTransformPatient
      custom patient query
  7. Load-Schedules-ALLsub-jobdisabled
  8. ▶Load-Account-Datasub-job · 11↗Load Account-Level Tables
    1. Load AccountChargesqlload_account_data__load_accountcharge.sql
      ✨ Calculates financial metrics for individual charges and loads detailed charge records for accounts identified in the current delta.
      writes AccountChargeChargeMeasures · reads AccountDeltaChargeMeasuresChargeTypePatientProviderTransformAccountTransformCharge
    2. Load Accountsqlload_account_data__load_account.sql
      ✨ Aggregates financial totals and denial categories to build account-level records, including insurance mapping and age-based plan logic.
      writes Account · reads AccountChargeAccountDeltaAccountDetailInsuranceMapPatientSourceEncounterInsuranceTransformAccountTransformChargeTransactionMeasure
      ↳ feeds from Load AccountCharge, Load AccountDetail
    3. Load AccountRemitsqlload_account_data__load_accountremit.sql
      ✨ Consolidates insurance remittance advice and posted transaction details into a unified table for account-level payment and adjustment tracking.
      writes AccountRemit · reads AccountDeltaSourcePayerTransformChargeTransformRemitAdjustmentTransformTransaction
    4. ▶Load-Dimension-Memberssub-job · 19↗
      1. Load Insurance Dimensionsqlload_dimension_members__load_insurance_dimension.sql
        ✨ Loads the insurance dimension with unique insurance keys and a placeholder for unmapped records to support payer-level analysis.
        writes DimensionMember · reads Insurance
      2. Load EligibilityInsurance Dimensionsqlload_dimension_members__load_eligibilityinsurance_dimension.sql
        ✨ Loads insurance members that support electronic eligibility and benefits verification via API integration.
        writes DimensionMember · reads DimensionMemberInsurance
        ↳ feeds from Load AllowedStatus Dimension, Load DenialCategory Dimension, Load DiagnosisCode Dimension, Load Facility Dimensions, Load FacilityGroup Dimensions, Load FacilityType Dimensions, Load Insurance Dimension, Load Modifier Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance Dimension, Load State Dimension, Load Time Dimensions, Load VisitStatus Dimension, Load VisitType Dimensions
      3. Load QuoteInsurance Dimensionsqlload_dimension_members__load_quoteinsurance_dimension.sql
        ✨ Builds a dimension of insurance providers associated with active contracts to facilitate accurate patient cost estimates.
        writes DimensionMember · reads ContractMapInsurance
      4. Load Time Dimensionssqlload_dimension_members__load_time_dimensions.sql
        ✨ Builds time-based dimension members for days, months, and years to support temporal reporting across the pipeline.
        writes DimensionMember · reads TransformVisit
      5. Load VisitStatus Dimensionsqlload_dimension_members__load_visitstatus_dimension.sql
        ✨ Loads appointment status values into the visit status dimension to track patient encounter progress.
        writes DimensionMember · reads TransformVisit
      6. Load DenialCategory Dimensionsqlload_dimension_members__load_denialcategory_dimension.sql
        ✨ Loads denial category dimensions from adjustment code rollup data to categorize claim denials.
        writes DimensionMember · reads AdjustmentCodeRollup
      7. Load Provider Dimensionsqlload_dimension_members__load_provider_dimension.sql
        ✨ Loads provider dimension members and their classifications into the central dimension table for reporting and filtering.
        writes DimensionMember · reads Provider
      8. Load ProviderType Dimensionsqlload_dimension_members__load_providertype_dimension.sql
        ✨ Builds the provider type dimension by extracting unique parent categories from existing provider dimension records.
        writes DimensionMember · reads DimensionMember
        ↳ feeds from Load AllowedStatus Dimension, Load DenialCategory Dimension, Load DiagnosisCode Dimension, Load EligibilityInsurance Dimension, Load Facility Dimensions, Load FacilityGroup Dimensions, Load FacilityType Dimensions, Load Insurance Dimension, Load Modifier Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load QuoteInsurance Dimension, Load State Dimension, Load Time Dimensions, Load VisitStatus Dimension, Load VisitType Dimensions
      9. Load Facility Dimensionssqlload_dimension_members__load_facility_dimensions.sql
        ✨ Builds facility dimension members by mapping source locations to specific regional and ownership categories for organizational reporting.
        writes DimensionMember · reads SourceLocationSourceLocationMap
      10. Load FacilityGroup Dimensionssqlload_dimension_members__load_facilitygroup_dimensions.sql
        ✨ Builds the facility group dimension by extracting unique parent identifiers from existing facility records.
        writes DimensionMember · reads DimensionMember
        ↳ feeds from Load AllowedStatus Dimension, Load DenialCategory Dimension, Load DiagnosisCode Dimension, Load EligibilityInsurance Dimension, Load Facility Dimensions, Load FacilityType Dimensions, Load Insurance Dimension, Load Modifier Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance Dimension, Load State Dimension, Load Time Dimensions, Load VisitStatus Dimension, Load VisitType Dimensions
      11. Load FacilityType Dimensionssqlload_dimension_members__load_facilitytype_dimensions.sql
        ✨ Loads unique facility types into the dimension table to allow for the categorization of different healthcare service locations.
        writes DimensionMember · reads Facility
      12. Load Practice Dimensionssqlload_dimension_members__load_practice_dimensions.sqldisabled
        ✨ Loads practice dimension members from the practice map for entities that have associated encounter records.
        writes DimensionMember · reads PracticeMapsourceencounter
      13. Load PlaceOfService Dimensionssqlload_dimension_members__load_placeofservice_dimensions.sql
        ✨ Loads the place of service dimension by synchronizing standardized facility codes and names from common reference data.
        writes DimensionMember · reads POSCodes
      14. Load VisitType Dimensionssqlload_dimension_members__load_visittype_dimensions.sql
        ✨ Loads unique visit type dimension members from appointment data to standardize encounter classifications across the system.
        writes DimensionMember · reads HL7Visit
      15. Load AccountStatus Dimensionsqlload_dimension_members__load_accountstatus_dimension.sqldisabled
        ✨ Updates account status dimensions using encounter status information to track the lifecycle of patient accounts.
        writes DimensionMember · reads SourceEncounter
      16. Load AllowedStatus Dimensionsqlload_dimension_members__load_allowedstatus_dimension.sql
        ✨ Builds allowed status dimensions to categorize how actual payments compare to expected insurance contract rates.
        writes DimensionMember
      17. Load DiagnosisCode Dimensionsqlload_dimension_members__load_diagnosiscode_dimension.sql
        ✨ Builds diagnosis code dimensions by extracting codes from account charges and mapping them to standardized medical categories.
        writes DimensionMember · reads AccountChargeDimensionMember
        ↳ feeds from Load AllowedStatus Dimension, Load DenialCategory Dimension, Load EligibilityInsurance Dimension, Load Facility Dimensions, Load FacilityGroup Dimensions, Load FacilityType Dimensions, Load Insurance Dimension, Load Modifier Dimension, Load PlaceOfService Dimensions, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance Dimension, Load State Dimension, Load Time Dimensions, Load VisitStatus Dimension, Load VisitType Dimensions
      18. Load Modifier Dimensionsqlload_dimension_members__load_modifier_dimension.sql
        ✨ Loads the procedure modifier dimension by extracting unique codes from account charges and mapping them to their descriptive labels.
        writes DimensionMember · reads AccountChargeProcedureModifier
      19. Load State Dimensionsqlload_dimension_members__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. Clean Estimatessqlload_account_data__clean_estimates.sql
      ✨ Removes outdated non-scenario insurance estimates and associated charge calculations for encounters identified in the delta table.
      writes AccountEstimateAccountEstimateCalculationAccountEstimateCharge · reads AccountEstimateEncounterDelta
    6. ▶Score-Accountssub-job · 9↗
      1. Score AetnaBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2022-07-01incremental
      2. Score AnthemBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2022-01-01incremental
      3. Score CignaBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2022-01-01incremental
      4. Score Humana MedicareBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2022-01-01incremental
      5. Score MedicareBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2023-01-01incremental
      6. Score MMOBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2023-03-01incremental
      7. Score UHCBatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2022-08-01incremental
      8. BatchProcessAccountDataBatchProcessAccountData
        Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.
        writes AccountEstimate · reads QuoteBatchVisitBatch
        min service date=2023-01-01incremental
      9. BatchProcessAccountData (Catch All)BatchProcessAccounts
        writes AccountEstimate · reads QuoteBatchVisitBatch
        incremental
    7. Score-Medi-Cal-Scenariosub-jobdisabled
    8. ▶Load-Custom-Propertiessub-job · 2↗Load custom properties from Load-Visits
      1. UpdateVisitCustomPropertyFromQueryUpdateVisitCustomPropertyFromQuerydisabled
        · reads InsuranceSearch_ResultTransformVisitInsuranceCoverageStatusVisitBatch
        custom visit update custom property queryDISABLED
      2. LoadCustomNotesCustomPropertyLoadCustomNotesCustomPropertydisabled
        · reads BundleNotesMappingHL7DeltaHL7VisitVisitBatch
        entity=Visitcustom property key=CustomNotescustom querybatch modeDISABLED
    9. Load AccountDetailsqlload_account_data__load_accountdetail.sql
      ✨ Builds a comprehensive account summary by joining patient, insurance, and financial data to track balances, denials, and estimated opportunities.
      writes AccountDetail · reads AccountAccountChargeAccountDeltaAccountEstimateDimensionMemberPatientSourceEncounterInsuranceSourcePayer
      ↳ feeds from Clean Estimates, Load Account, Load AccountCharge
    10. Load AccountChargeDetailsqlload_account_data__load_accountchargedetail.sql
      ✨ Loads granular charge-level details, including procedure codes, modifiers, and provider information, for comprehensive reporting on account financial activity.
      writes AccountChargeDetail · reads AccountAccountChargeAccountDeltaAccountEstimateCalculationAccountEstimateChargeDimensionMemberPatientSourceEncounterInsurance
      ↳ feeds from Clean Estimates, Load Account, Load AccountCharge
    11. Update Modifier 22 Custom PropertyUpdateCustomPropertyFromQuery
      · reads AccountChargeAccountDelta
      ↳ feeds from Load AccountCharge
      entity=Accountcustom property key=Modifier22custom query
  9. ▶Update-Dashboard-Tablessub-job · 2↗
    1. ▶Load-Visit-Factsub-job · 1↗
      1. Load VisitFactsqlload_visit_fact__load_visitfact.sql
        ✨ Refreshes the visit fact table by recalculating metrics for encounters with recent updates, payments, eligibility checks, or patient communications.
        writes VisitFact · reads EligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
    2. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
  10. Data-Integrity-Reportsub-job