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

sub-job

PAA · Load-Visits

Runs visit and eligibility processing

called by Daily-Processing, Daily-Processing-PAAMobile

sub-job PAA/Load-Visits · db PAA_ProdMirror · updated 2026-07-07

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

31 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. 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