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

sub-job

OrthoAlliance · Flow-34792-Processing-LoadVisits

called by Flow-34792-Processing

sub-job OrthoAlliance/Flow-34792-Processing-LoadVisits · db OrthoAlliance_ProdMirror · updated 2026-07-08

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

Flow-34792-Processing-LoadVisits

17 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. ReprocessChangedConfigurationsReprocessChangedConfigurations
    Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
    reprocess visits
  2. ReprocessChangedConfigs Updatessqlflow_34792_processing_loadvisits__reprocesschangedconfigs_updates.sql
    ✨ Builds a lookup for visits requiring reprocessing and adds them to the change tracking table following configuration updates.
    writes VisitDeltaVisitKeyLookup · reads TransformVisitVisitDeltaVisitKeyLookup
  3. LoadVisitBatchLoadVisitBatch
    Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.
    writes QuoteBatchVisitBatch · reads FacilityInsuranceMapPatientTransformVisitTransformVisitInsuranceVisitVisitDelta
    ↳ feeds from ReprocessChangedConfigs Updates, Sync Visits and Quotes
    custom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge
  4. AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatchdisabled
    Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
    DISABLED
  5. CheckBenefitsflow
    Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
    auto query
  6. Re-Check Benefitsflowdisabled
    Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
    · reads EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatch
    custom queryDISABLED
  7. AutoApplyBenefitsAutoApplyBenefits
    Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
  8. CalculateVisitsflow
    Compute the good-faith estimate (CalculateVisits).
    · reads DimensionMemberVisitBatch
    ↳ feeds from LoadVisitBatch
    custom querycalculate chargesbatch mode
  9. LogVisitChangeEventsBatchLogVisitChangeEventsBatch
    Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
  10. Load TransformVisitInsuranceCoverageStatussqlflow_34792_processing_loadvisits__load_transformvisitinsurancecoveragestatus.sql
    ✨ Loads insurance coverage status by calculating the latest eligibility transaction results for visits in the current batch.
    writes TempEligibilityStatsTransformVisitInsuranceCoverageStatus · reads TempEligibilityStatsTransformVisitInsuranceVisitBatch
    ↳ feeds from LoadVisitBatch
  11. ▶Flow-34792-Processing-CustPropCoverageStatussub-job · 3↗
    1. Load Primary Coverage StatusUpdateCustomPropertyFromQuery
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      entity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode
    2. Load Secondary Coverage StatusUpdateCustomPropertyFromQuery
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      entity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
    3. Load Tertiary Coverage StatusUpdateCustomPropertyFromQuery
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      entity=Visitcustom property key=TertiaryCoverageStatuscustom querybatch mode
  12. Sync Visits and QuotesSyncBatch
    Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.
    writes CustomPropertyMapQuoteVisitVisitChangeEvent · reads CustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch
    ↳ feeds from LoadVisitBatch
    sync quotesync visitsync custom property mapsync visit change event
  13. ExportBatchVisitEligibilityflowdisabled
    Push the batch to the app / export results.
    · reads EligibilityTxnVisitBatch
    custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
  14. SearchForInsuranceflowdisabled
    Find coverage for visits missing insurance.
    · reads EligibilityTxnBatch
    custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
  15. Generate-Reportsub-jobdisabled
  16. ▶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
  17. ▶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.