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

Batch / file feed · ClarityFlow pipeline

PAA · Daily-Processing-PAAMobile

End to end daily processing job. This job processes mid day files (2nd time processing) sent for PAA Mobile visits.

pipeline PAA/Daily-Processing-PAAMobile · db PAA_ProdMirror · updated 2025-09-17
classification: flow · 12 Flow markers

trigger

How it's scheduled

Daily batch — once at 14:30

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 check eligibility, price the good-faith estimate, and send the patient letter. A tighter loop would just re-scan the same file.

Scheduled taskCadenceServerStateCoordination
\MDC\Daily - Processing - PAAMobiledaily at 14:30prod-db-1enabledstandalone

shape

Against the canonical Flow spine

Every Flow pipeline is a variation on one shape. Lit stages are the ones this pipeline runs; the labels match the capability lens.

Ingest
Batch / file feed
→
Eligibility & benefits
EligibilityBenefitsDiscovery
→
Estimate
Estimate
→
Letters
LettersFutureReminders
→
Work queue & sync
Work queueDashboardsSync

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 statusBundlesFee schedule / contractCPT / procedure logic

Payers in SQLAetnaBCBSMedicaidMedicare

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).

flow

Daily-Processing-PAAMobile

10 tasks · PAA
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. ▶Load-Phygen-Files-Mobilesub-job · 2↗The Load SourceAppointment File file mask has a temp hack pattern match (? x12) to exclude the Endo file that is being sent with the same beggining of the file name ("AnFutSched").
    1. DownloadDownload
      Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
      server=PAA_ProdMirror-mdcssh-sftpremote directory=/local directory={SourceDataFolder}remote archive directory=/StagingProcessingTest/
    2. ▶Load-Appointment-File-Mobilesub-job · 3↗
      1. Load PAA Mobile AppointmentLoadFile
        writes ImportMobileAppointment
        data file spec=ImportMobileAppointmentfile path={FilePath}import mode=Replacearchive file path={SourceDataArchive}
      2. OLD - Attempt to Match Existing SourceAppointment Tablesqlload_appointment_file_mobile__old_attempt_to_match_existing_sourceappointment_table.sqldisabled
        ✨ Loads mobile appointment data into the source table by mapping fields from the mobile import staging area for processing.
        writes SourceAppointment · reads ImportMobileAppointment
      3. Load SourceAppointmentMobilesqlload_appointment_file_mobile__load_sourceappointmentmobile.sql
        ✨ Builds the mobile-specific source appointment table by transforming and importing data from the mobile application staging area.
        writes SourceAppointmentMobile · reads ImportMobileAppointment
        ↳ feeds from Load PAA Mobile Appointment
  2. ▶Load-InsuranceMapsub-job · 8↗SourceInsuranceMap steps disabled as we own those and they don't need to be run daily
    1. Scan InsuranceMapScanFiledisabled
      data file spec key=ImportInsuranceMaptable name=ImportInsuranceMaprow terminator=Newlinecolumn separator=CommaDISABLED
    2. Load ImportInsuranceMapLoadFiledisabled
      writes ImportInsuranceMap
      data file spec=ImportInsuranceMapimport mode=ReplaceDISABLED
    3. Load SourceInsuranceMapsqlload_insurancemap__load_sourceinsurancemap.sqldisabled
      ✨ Performs a full refresh of the insurance mapping table by loading all records from the import source.
      writes SourceInsuranceMap · reads ImportInsuranceMap
    4. Load InsuranceMap From PAA+PinehurstLoadEntities
      writes InsuranceMap · reads InsuranceMapSourceAppointment
      ↳ feeds from Load InsuranceMap From EdgeWater, Load InsuranceMap From HollySprings, Load InsuranceMap From Meditech, Load InsuranceMap From Mobile
      entity type=InsuranceMapauto querykey prefix=IM
    5. Load InsuranceMap From MobileLoadEntities
      writes InsuranceMap · reads InsuranceMapSourceAppointmentMobile
      ↳ feeds from Load InsuranceMap From EdgeWater, Load InsuranceMap From HollySprings, Load InsuranceMap From Meditech, Load InsuranceMap From PAA+Pinehurst
      entity type=InsuranceMapcustom querykey prefix=IM
    6. Load InsuranceMap From EdgeWaterLoadEntities
      writes InsuranceMap · reads InsuranceMapSourceedgewaterAppointment
      ↳ feeds from Load InsuranceMap From HollySprings, Load InsuranceMap From Meditech, Load InsuranceMap From Mobile, Load InsuranceMap From PAA+Pinehurst
      entity type=InsuranceMapcustom querykey prefix=IM
    7. Load InsuranceMap From HollySpringsLoadEntities
      writes InsuranceMap · reads InsuranceMapSourceHollySpringsAppointment
      ↳ feeds from Load InsuranceMap From EdgeWater, Load InsuranceMap From Meditech, Load InsuranceMap From Mobile, Load InsuranceMap From PAA+Pinehurst
      entity type=InsuranceMapcustom querykey prefix=IM
    8. Load InsuranceMap From MeditechLoadEntities
      writes InsuranceMap · reads InsuranceMapSourceAppointmentMeditech
      ↳ feeds from Load InsuranceMap From EdgeWater, Load InsuranceMap From HollySprings, Load InsuranceMap From Mobile, Load InsuranceMap From PAA+Pinehurst
      entity type=InsuranceMapcustom querykey prefix=IM
  3. ▶Load-Relationssub-job · 2↗Loads relational tables like Provider and ChargeType
    1. Load ChargeType Relationsqlload_relations__load_chargetype_relation.sqldisabled
      ✨ Synchronizes the charge type table by merging fee schedule and bundle data to define professional billing codes and descriptions.
      writes ChargeType · reads CPTWithModifierProcedureCodeSourceBundlesCombinedSourceFeeSchedule
    2. Merge ProviderMergeSql
      writes Provider · reads SourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceEdgeWaterAppointmentSourceHollyspringsAppointment
      sql file=sql/load_relations__merge_provider.sqlmerge data source type=ThisDatabasetable name=Providermerge mode=InsertUpdatebulk copy timeout seconds=300
  4. ▶Load-Chargessub-job · 2↗Loads Chargemaster. ContractMap task is disabled as ContractMap management now lives in FeeLogic -CW [date]
    1. Load TransformChargeMastersqlload_charges__load_transformchargemaster.sql
      ✨ Builds a transformed charge master table by calculating effective pricing and anesthesia status from fee schedules and charge types.
      writes TransformChargeMaster
    2. Load ContractMapsqlload_charges__load_contractmap.sqldisabled
      ✨ Updates the contract mapping table to link charge-based pricing logic to specific facilities and date ranges.
      writes ContractMap · reads FacilityTransformChargeMaster
  5. ▶Load-Visit-Transform-Tablessub-job · 12↗Loads transform tables for Visits - Load TransformAppointment unpivots the case# (if there is more than 1 Scheduled CPT code) Load TransformCharge is a intermidate table before loading the TransformVisitCharge that pulls together CPT codes, BaseUnits, 75th Percentile time units,
    1. Load VisitDeltasqlload_visit_transform_tables__load_visitdelta.sql
      ✨ Identifies new or updated appointments across multiple data sources to build a delta table for downstream processing.
      writes VisitDelta · reads VisitDelta
    2. Load PatientDeltasqlload_visit_transform_tables__load_patientdelta.sql
      ✨ Extracts and maps unique patient identifiers from various appointment sources to identify patient records requiring updates.
      writes PatientDelta · reads SourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceHollySpringsAppointmentSourceedgewaterAppointmentVisitDelta
      ↳ feeds from Load VisitDelta
    3. Load TransformAppointmentCPTUnpivotsqlload_visit_transform_tables__load_transformappointmentcptunpivot.sql
      ✨ Unpivots and cleans procedure codes from multiple appointment sources for visits identified in the delta table.
      writes TransformAppointmentCPTUnpivot · reads SourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceHollySpringsAppointmentSourceedgewaterAppointmentVisitDelta
      ↳ feeds from Load VisitDelta
    4. Load TransformVisitDiagnosisCodessqlload_visit_transform_tables__load_transformvisitdiagnosiscodes.sql
      ✨ Parses and loads cleaned diagnosis codes from appointment sources into the transformation table for updated visits.
      writes TransformVisitDiagnosisCodes · reads SourceAppointmentSourceAppointmentMobileVisitDelta
      ↳ feeds from Load VisitDelta
    5. Load TransformVisitInsurancesqlload_visit_transform_tables__load_transformvisitinsurance.sql
      ✨ Maps and loads primary and secondary insurance details, including payor names and member IDs, for updated visit records.
      writes TransformVisitInsurance · reads InsuranceMapSourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceHollySpringsAppointmentSourceedgewaterAppointmentVisitDelta
      ↳ feeds from Load VisitDelta
    6. Load TransformSurgicalCPT (excluding PAA Mobile, EdgeWater)sqlload_visit_transform_tables__load_transformsurgicalcpt_excluding_paa_mobile_edgewater.sql
      ✨ Calculates surgical CPT rates and units for standard data sources using fee schedules and bundled service logic.
      writes TransformSurgicalCPT · reads CPTWithModifierEndoscopyCPTSourceBundlesCombinedSourceEpicFacilityReferenceSourceEpictoBFSInsuranceMappingSourcePhygenFacilityTransformAppointmentCPTUnpivotTransformFeeSchedule
      ↳ feeds from Load TransformAppointmentCPTUnpivot, Load TransformVisitInsurance, Load VisitDelta
    7. Load TransformSurgicalCPT (PAA EdgeWater)sqlload_visit_transform_tables__load_transformsurgicalcpt_paa_edgewater.sql
      ✨ Calculates surgical CPT rates and units specifically for Edgewater source data using fee schedules and bundled service logic.
      writes TransformSurgicalCPT · reads BFSInsuranceMapCPTWithModifierEndoscopyCPTInsuranceMapSourceBundlesCombinedSourcePhygenFacilityTransformAppointmentCPTUnpivotTransformFeeSchedule
      ↳ feeds from Load TransformAppointmentCPTUnpivot, Load TransformVisitInsurance, Load VisitDelta
    8. Load TransformSurgicalCPT (PAA Mobile)sqlload_visit_transform_tables__load_transformsurgicalcpt_paa_mobile.sql
      ✨ Calculates surgical CPT rates and units for mobile source data using fee schedules and bundled service logic.
      writes TransformSurgicalCPT · reads BFSInsuranceMapCPTWithModifierEndoscopyCPTInsuranceMapSourceBundlesCombinedSourcePhygenFacilitySourceSelfPayMobileRatesTransformAppointmentCPTUnpivot
      ↳ feeds from Load TransformAppointmentCPTUnpivot, Load TransformVisitInsurance, Load VisitDelta
    9. Load TransformSurgicalCPT (Meditech)sqlload_visit_transform_tables__load_transformsurgicalcpt_meditech.sql
      ✨ Calculates surgical CPT rates and units for Meditech source data using fee schedules and bundled service logic.
      writes TransformSurgicalCPT · reads CPTWithModifierEndoscopyCPTInsuranceMapSourceBundlesCombinedSourcePhygenFacilityTransformAppointmentCPTUnpivotTransformFeeScheduleTransformVisitInsurance
      ↳ feeds from Load TransformAppointmentCPTUnpivot, Load TransformVisitInsurance, Load VisitDelta
    10. Load TransformPatientsqlload_visit_transform_tables__load_transformpatient.sql
      ✨ Consolidates and loads patient demographic information, including contact details and addresses, from various appointment sources into the transformation table.
      writes TransformPatient · reads PatientDeltaSourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceHollySpringsAppointmentSourceedgewaterAppointment
      ↳ feeds from Load PatientDelta
    11. Load TransformVisitChargesqlload_visit_transform_tables__load_transformvisitcharge.sql
      ✨ Generates visit charges by combining surgical CPT data with diagnosis coverage flags to determine final billable units and types.
      writes TransformVisitChargetempTransformSurgicalCPT · reads FullyCoveredDiagnosisTempTransformSurgicalCPTTransformVisitDiagnosisCodesVisitDelta
      ↳ feeds from Load TransformVisitDiagnosisCodes, Load VisitDelta
    12. Load TransformVisitsqlload_visit_transform_tables__load_transformvisit.sql
      ✨ Builds the standardized visit transformation table by consolidating appointment data from multiple source systems and mapping facility and provider details.
      writes TransformVisit · reads PatientDeltaSourceAppointmentSourceAppointmentMeditechSourceAppointmentMobileSourceEpicFacilityReferenceSourceHollySpringsAppointmentSourcePhygenFacilitySourcePhygenSurgeons
      ↳ feeds from Load PatientDelta, Load VisitDelta
  6. ▶Load-Entitiessub-job · 2↗Loads Entities like Facility, Insurance, etc.
    1. Load Facility - PhygenFacilityLoadEntities
      writes Facility · reads SourcePhygenFacility
      entity type=Facilitycustom query
    2. Load PatientsLoadPatients
      Upsert patient records into the patient dimension.
      · reads PatientPatientDeltaTransformPatient
      custom patient query
  7. ▶Load-Dimension-Memberssub-job · 23↗Loads Dimension Members
    1. Load Insurance Categorysqlload_dimension_members__load_insurance_category.sql
      ✨ Loads unique insurance categories into the dimension member table to organize payers by their broader classification.
      writes DimensionMember · reads SourceInsuranceMap
    2. Load Insurancesqlload_dimension_members__load_insurance.sql
      ✨ Loads insurance payers into the dimension member table and maps them to their respective insurance categories.
      writes DimensionMember · reads InsuranceSourceInsuranceMap
    3. Load EligibilityInsurancesqlload_dimension_members__load_eligibilityinsurance.sql
      ✨ Updates the eligibility insurance dimension by filtering insurance records for those containing valid electronic benefit API references.
      writes DimensionMember · reads Insurance
    4. Load QuoteInsurancesqlload_dimension_members__load_quoteinsurance.sql
      ✨ Loads the quote insurance dimension by extracting unique insurance entities from contract mapping data, excluding standard charge entries.
      writes DimensionMember · reads ContractMap
    5. Load Facility - SourcePhygenFacilitysqlload_dimension_members__load_facility_sourcephygenfacility.sql
      ✨ Updates the facility dimension with names and parent profit centers sourced from the Phygen facility reference data.
      writes DimensionMember · reads FacilitySourcePhygenFacility
    6. Load Facility (SourceEpicFacilityReference-Old)sqlload_dimension_members__load_facility_sourceepicfacilityreference_old.sqldisabled
      ✨ Updates facility display names in the dimension table using legacy Epic facility reference mapping.
      writes DimensionMember · reads FacilitySourceEpicFacilityReference
    7. Load VisitStatussqlload_dimension_members__load_visitstatus.sql
      ✨ Loads unique appointment status values from visit data into the dimension member table for reporting.
      writes DimensionMember · reads TransformVisit
    8. Load Provider Dimensionsqlload_dimension_members__load_provider_dimension.sql
      ✨ Populates the provider dimension with surgeon details and their associated provider types from source systems.
      writes DimensionMember · reads ProviderSourcePhygenSurgeons
    9. Load ProviderType Dimensionsqlload_dimension_members__load_providertype_dimension.sql
      ✨ Builds the provider type dimension by extracting unique parent classifications from the existing provider dimension members.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    10. Load ChargeTypesqlload_dimension_members__load_chargetype.sql
      ✨ Loads charge types into the dimension table and categorizes them using extracted CPT subcategory suffixes.
      writes DimensionMember · reads ChargeType
    11. Load Procedure SubCategorysqlload_dimension_members__load_procedure_subcategory.sql
      ✨ Builds the procedure subcategory dimension by extracting parent categories from existing charge type records.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    12. Load ProcedureCodesqlload_dimension_members__load_procedurecode.sql
      ✨ Loads unique procedure codes into the dimension table by extracting them from charge type data.
      writes DimensionMember · reads ChargeType
    13. Load Modifiersqlload_dimension_members__load_modifier.sql
      ✨ Updates the modifier dimension with codes and descriptions sourced from common procedure modifier reference data.
      writes DimensionMember · reads ProcedureModifier
    14. Load Timesqlload_dimension_members__load_time.sql
      ✨ Builds a time dimension hierarchy including days, months, and years based on the range of appointment and visit dates.
      writes DimensionMember · reads SourceAppointmentvisit
    15. Load EligibilityServiceTypesqlload_dimension_members__load_eligibilityservicetype.sql
      ✨ Loads standard eligibility service type categories, such as medical and surgical care, into the dimension table.
      writes DimensionMember
    16. Load ChargesPresent Custom Property Dimensionsqlload_dimension_members__load_chargespresent_custom_property_dimension.sql
      ✨ Builds a dimension to flag whether charges are present on a record using simple affirmative or negative indicators.
      writes DimensionMember
    17. Load CoverageStatusFlag Custom Property Dimensionsqlload_dimension_members__load_coveragestatusflag_custom_property_dimension.sql
      ✨ Populates primary and secondary insurance coverage status dimensions with standard values like active, inactive, or failed.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    18. Load PatientEmailInfo Custom Property Dimensionsqlload_dimension_members__load_patientemailinfo_custom_property_dimension.sql
      ✨ Updates the patient email information dimension to track whether an email address is present or absent in the system.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    19. Load Estimate Status Custom Property Dimensionsqlload_dimension_members__load_estimate_status_custom_property_dimension.sql
      ✨ Loads predefined estimate status categories into the dimension table to track how patient cost estimates are communicated.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    20. Load Eligibility Status Custom Property Dimensionsqlload_dimension_members__load_eligibility_status_custom_property_dimension.sql
      ✨ Loads insurance eligibility status categories into the dimension table to categorize patient coverage verification results.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Financial Counselor Custom Property Dimension, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    21. Load Financial Counselor Custom Property Dimensionsqlload_dimension_members__load_financial_counselor_custom_property_dimension.sql
      ✨ Loads financial counselor identifiers into the dimension table to support staff assignment and reporting for patient financial services.
      writes DimensionMember · reads DimensionMember
      ↳ feeds from Load ChargeType, Load ChargesPresent Custom Property Dimension, Load CoverageStatusFlag Custom Property Dimension, Load Eligibility Status Custom Property Dimension, Load EligibilityInsurance, Load EligibilityServiceType, Load Estimate Status Custom Property Dimension, Load Facility - SourcePhygenFacility, Load Facility Group, Load Insurance, Load Insurance Category, Load Modifier, Load PatientEmailInfo Custom Property Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load QuoteInsurance, Load State, Load Time, Load VisitStatus
    22. Load Facility Groupsqlload_dimension_members__load_facility_group.sql
      ✨ Builds the facility group dimension by extracting and updating unique profit center names from the source facility data.
      writes DimensionMember · reads SourcePhygenFacility
    23. Load Statesqlload_dimension_members__load_state.sql
      ✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.
      writes DimensionMember · reads Facility
  8. ▶Load-Visitssub-job · 31↗Runs visit and eligibility processing
    1. ReprocessChangedConfigurationsReprocessChangedConfigurationsdisabled
      Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
      reprocess visitsDISABLED
    2. Augment VisitDelta from ReprocessChangedConfigurationssqlload_visits__augment_visitdelta_from_reprocesschangedconfigurations.sql
      ✨ Updates the visit change tracking table with records flagged for reprocessing due to configuration updates.
      writes VisitDelta · reads TransformVisitVisitVisitDeltaVisitReprocessQueueItem
      ↳ feeds from Sync Batch Tables
    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 InsuranceMapPatientTransformVisitTransformVisitChargeTransformVisitInsuranceVisitVisitChangeEventVisitDelta
      ↳ feeds from Augment VisitDelta from ReprocessChangedConfigurations, Sync Batch Tables
      auto visit querycustom charge querycustom service type querycustom coverage queryadd zero charge
    4. Load TempBatchVisitsqlload_visits__load_tempbatchvisit.sqldisabled
      ✨ Builds a temporary batch table to determine which visits require new insurance eligibility checks based on scheduling and previous results.
      writes TempBatchVisitTempEligTxnSentMemberID
    5. CheckBenefits (OLD)flowdisabled
      Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
      · reads TempBatchVisit
      custom queryDISABLED
    6. CheckBenefitsflow
      Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
      auto query
    7. Re-Check Benefitsflowdisabled
      Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
      · reads CommonDataEligibilityTxnTempBatchVisitTempVisitBatchInsertTime
      custom queryDISABLED
    8. AutoApplyBenefitsAutoApplyBenefits
      Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
    9. CalculateVisitsflow
      Compute the good-faith estimate (CalculateVisits).
      · reads DimensionMemberVisitBatch
      ↳ feeds from LoadVisitBatch
      custom querycalculate chargesbatch mode
    10. LogVisitChangeEventsBatchLogVisitChangeEventsBatch
      Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
    11. Sync Batch TablesSyncBatchdisabled
      Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.
      writes QuoteVisitVisitChangeEvent · reads QuoteBatchVisitBatchVisitChangeEventBatch
      sync quotesync visitsync visit change eventDISABLED
    12. TempDeleteVisitBatchsqlload_visits__tempdeletevisitbatch.sqldisabled
      ✨ Cleans the visit batch table by removing records that are not in a scheduled or missing information status.
      writes VisitBatch
    13. AutoSendLettersAutoSendLetters
      Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
    14. CustomProperties- Patient Email InformationUpdateCustomPropertyFromQuery
      · reads CustomPropertyMapPatientVisitBatch
      ↳ feeds from LoadVisitBatch, Sync Batch Tables
      entity=Visitcustom property key=PatientEmailInformationauto querybatch mode
    15. CustomProperties- Charges PresentUpdateCustomPropertyFromQuery
      · reads CustomPropertyMapTransformVisitChargeVisitBatch
      ↳ feeds from LoadVisitBatch, Sync Batch Tables
      entity=Visitcustom property key=ChargesPresentauto querybatch mode
    16. CustomProperties- Primary Coverage StatusUpdateCustomPropertyFromQuery
      · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
      ↳ feeds from LoadVisitBatch, Sync Batch Tables
      entity=Visitcustom property key=PrimaryCoverageStatusauto querybatch mode
    17. CustomProperties- Secondary Coverage StatusUpdateCustomPropertyFromQuery
      · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
      ↳ feeds from LoadVisitBatch, Sync Batch Tables
      entity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
    18. Sync Batch TablesSyncBatch
      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
    19. AutoSendLettersForFutureVisitsAutoSendLettersForFutureVisits
      Generates and sends cost estimate letters for upcoming scheduled visits based on patient preferences and configured qualification criteria.
    20. AutoSendReminderAutoSendReminder
      Resends patient cost estimate letters via email or SMS if they remain unviewed after a specified time interval.
    21. SearchForInsuranceflowdisabled
      Find coverage for visits missing insurance.
      · reads EligibilityStatusMapEligibilityTxnBatch
      custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
    22. ExportBatchVisitEligibilityflowdisabled
      Push the batch to the app / export results.
      · reads EligibilityTxnTempVisitBatchInsertTime
      custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
    23. Load TransformVisitInsuranceCoverageStatussqlload_visits__load_transformvisitinsurancecoveragestatus.sql
      ✨ Updates the insurance coverage status table with the latest eligibility transaction results and active coverage indicators for each visit.
    24. CustomProperties- Patient Email InformationUpdateVisitCustomPropertyFromQuerydisabled
      · reads PatientVisitBatch
      custom visit update custom property queryDISABLED
    25. CustomProperties- Charges PresentUpdateVisitCustomPropertyFromQuerydisabled
      · reads CustomPropertyMapTransformVisitChargeVisitBatch
      custom visit update custom property queryDISABLED
    26. CustomProperties- Coverage StatusUpdateVisitCustomPropertyFromQuerydisabled
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      custom visit update custom property queryDISABLED
    27. CustomProperties- Eligibility StatusUpdateVisitCustomPropertyFromQuerydisabled
      · reads CustomPropertyMapVisitBatch
      auto visit update custom property queryDISABLED
    28. CustomProperties- Estimate StatusUpdateVisitCustomPropertyFromQuerydisabled
      · reads CustomPropertyMapVisitBatch
      auto visit update custom property queryDISABLED
    29. CustomProperties- Auto Generated LetterUpdateCustomPropertyFromQuerydisabled
      · reads PatientLetterVisitBatch
      entity=Visitcustom property key=LetterAutoGeneratedcustom queryDISABLED
    30. CustomProperties- Auto Sent LetterUpdateCustomPropertyFromQuerydisabled
      · reads PatientLetterVisitBatch
      entity=Visitcustom property key=LetterAutoSentcustom queryDISABLED
    31. ▶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
  9. WorkqueueAssignmentWorkqueueAssignment
    Assigns accounts or visits to workqueue stacks by evaluating matching criteria and updating item lists based on search terms.
  10. ▶Refresh-Dashboardsub-job · 1↗Recomputes all dashboards
    1. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.

markers

Why it classified as flow

Front-of-house actions found anywhere in the tree (including nested sub-jobs).

CalculateVisits
Compute the good-faith estimate
CheckBenefits
Real-time eligibility (270/271) benefit lookup
CheckBenefits (OLD)
ClarityFlow front-of-house step
ExportBatchVisitEligibility
Export eligibility results
Load CoverageStatusFlag Custom Property Dimension
ClarityFlow front-of-house step
Load TransformVisitInsuranceCoverageStatus
ClarityFlow front-of-house step
LoadVisitBatch
ClarityFlow front-of-house step
SearchForInsurance
Insurance discovery for visits missing coverage
auto_benefits
Auto-apply parsed benefits to visits
auto_send_letters
Send GFE / patient letters
auto_send_letters_for_future_visits
Pre-send letters for upcoming visits
auto_send_reminder
Send letter reminders