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

sub-job

OrthoAlliance · RevFind-SBO-Process-LoadAccount

Load Account-Level Tables

called by RevFind-SBO-Daily-Processing-Accounts

sub-job OrthoAlliance/RevFind-SBO-Process-LoadAccount · db OrthoAlliance_ProdMirror · updated 2025-11-24

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

RevFind-SBO-Process-LoadAccount

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. Augment AccountDeltaReprocessChangedConfigs
    reprocess accounts
  2. Augment AccountDelta ReprocessChangedConfigurationssqlrevfind_sbo_process_loadaccount__augment_accountdelta_reprocesschangedconfigurations.sql
    ✨ Adds accounts requiring reprocessing into the change tracking table to ensure updated configurations are applied during the pipeline.
    writes AccountDeltaOrthos · reads AccountDeltaOrthosAccountsToReprocessTransformAccountOrthos
  3. Load ChargeMeasuressqlrevfind_sbo_process_loadaccount__load_chargemeasures.sql
    ✨ Builds a temporary table of charge-level financial metrics, calculating adjusted, paid, patient, and denied amounts for processed accounts.
    writes ChargeMeasuresOrthos · reads ChargeMeasuresOrthos
  4. LoadAccountDataLoadAccountData
    Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
    · reads AccountChargeAccountDeltaOrthosChargeMeasuresOrthosChargeTypeInsuranceMapPatientProviderSourcePatientInsuranceOrthos
    ↳ feeds from Augment AccountDelta ReprocessChangedConfigurations, Load ChargeMeasures
    custom account charge queryauto account querycustom account remit querycustom account insurance query
  5. ▶RevFind-SBO-Process-LoadCustomPropertiessub-job · 2↗
    1. Load Claim ID Custom PropertyUpdateCustomPropertyFromQuery
      · reads AccountDeltaOrthosTransformAccountOrthos
      entity=Accountcustom property key=CustomProperty-[id]auto querybatch mode
    2. SyncBatchSyncBatch
      Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.
      writes CustomPropertyMap · reads CustomPropertyMapBatch
      sync custom property map
  6. ▶RevFind-SBO-Process-LoadDimensionMemberssub-job · 10↗
    1. 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
    2. Load Time Dimensionssqlrevfind_sbo_process_loaddimensionmembers__load_time_dimensions.sql
      ✨ Loads and updates time dimensions for days, months, and years based on the range of service dates in the system.
      writes DimensionMember · reads TransformAccountOrthos
    3. Load Provider Dimensionsqlrevfind_sbo_process_loaddimensionmembers__load_provider_dimension.sql
      ✨ Updates provider and provider type dimensions with names and classifications to organize data by clinical staff.
      writes DimensionMember · reads Provider
    4. Load Facility Dimensionssqlrevfind_sbo_process_loaddimensionmembers__load_facility_dimensions.sql
      ✨ Loads facility dimension members by extracting facility keys, groups, and names from the facility source table.
      writes DimensionMember · reads Facility
    5. Load FacilityGroup Dimensionsqlrevfind_sbo_process_loaddimensionmembers__load_facilitygroup_dimension.sqldisabled
      ✨ Builds the facility group dimension by identifying unique parent groups from facility dimension records.
      writes DimensionMember · reads DimensionMember
    6. Load FacilityType Dimensionsqlrevfind_sbo_process_loaddimensionmembers__load_facilitytype_dimension.sql
      ✨ Loads facility type dimension members from facility records to enable standardized categorization across the revenue cycle pipeline.
      writes DimensionMember · reads Facility
    7. Load SourceInsurance Dimensionssqlrevfind_sbo_process_loaddimensionmembers__load_sourceinsurance_dimensions.sql
      ✨ Synchronizes the source insurance dimension table with mapped insurance provider IDs and display names from the insurance mapping table.
    8. Load PlaceOfService Dimensionsqlrevfind_sbo_process_loaddimensionmembers__load_placeofservice_dimension.sql
      ✨ Builds or updates the place of service dimension by extracting unique location values from transformed charge data.
      writes DimensionMember · reads TransformChargeOrthos
    9. Load DiagnosisCode Dimensionsqlrevfind_sbo_process_loaddimensionmembers__load_diagnosiscode_dimension.sql
      ✨ Builds or updates the diagnosis code dimension by consolidating unique primary, secondary, and tertiary codes from transformed charges.
      writes DimensionMember · reads TransformChargeOrthos
    10. Load State Dimensionssqlrevfind_sbo_process_loaddimensionmembers__load_state_dimensions.sql
      ✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.
      writes DimensionMember · reads Facility
  7. ▶RevFind-SBO-Process-ScoreAccountssub-job · 1↗
    1. ProcessAccountDataFromQueryProcessAccountDataFromQuery
      · reads AccountDeltaOrthosAccountDetailAccountInsuranceContractMap
      custom query
  8. AccountDetailsqlrevfind_sbo_process_loadaccount__accountdetail.sql
    ✨ Updates the account detail table with comprehensive encounter, insurance, and financial summary data for accounts in the current delta.
    writes AccountDetail · reads AccountAccountChargeAccountDeltaOrthosAccountEstimateDimensionMemberPatientSourcePayerTransformAccountInsuranceOrthos
    ↳ feeds from Augment AccountDelta ReprocessChangedConfigurations
  9. AccountChargeDetailsqlrevfind_sbo_process_loadaccount__accountchargedetail.sql
    ✨ Populates the account charge detail table with granular service, provider, and financial data for individual charges within processed accounts.
    writes AccountChargeDetail · reads AccountAccountChargeAccountDeltaOrthosAccountEstimateCalculationAccountEstimateChargeDimensionMemberPatientTransformAccountInsuranceOrthos
    ↳ feeds from Augment AccountDelta ReprocessChangedConfigurations
  10. Update Modifier 22 Custom PropertyUpdateCustomPropertyFromQuery
    · reads AccountChargeAccountDeltaOrthos
    ↳ feeds from Augment AccountDelta ReprocessChangedConfigurations
    entity=Accountcustom property key=Modifier22custom query