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

Batch / file feed · ClarityFlow pipeline

PPRM · Daily-Visit-Processing

End to end daily visit processing job

pipeline PPRM/Daily-Visit-Processing · db PPRM_ProdMirror · updated 2025-09-17
classification: flow · 9 Flow markers

trigger

How it's scheduled

Daily batch — once at 05:00

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 - PPRMdaily at 05:00prod-db-3enabledstandalone

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
BundlesEstimate
→
Letters
Letters
→
Work queue & sync
DashboardsSync

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 statusCPT / procedure logic

Payers in SQLTricare

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-Visit-Processing

12 tasks · PPRM
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-NextGen-Filessub-job · 30↗*TROUBLESHOOTING NOTE: The password contains an escape character \ before the ". This WILL NOT WORK if attempting to connect manually via FileZilla. Remove it from the password first. Job Description: Downloads and imports NextGen data
    1. DownloadDownload
      Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.
      server=PPRM_ProdMirror-mdcssh-sftpremote directory=/local directory={SourceDataFolder}
    2. Load AppointmentsLoadFile
      writes ImportAppointment
      data file spec=ImportAppointmentimport mode=Replace
    3. Load SourceAppointmentsqlload_nextgen_files__load_sourceappointment.sql
      ✨ Loads appointment details from the import table into the source repository, replacing existing records to ensure data freshness.
      writes SourceAppointment · reads ImportAppointment
      ↳ feeds from Load Appointments
    4. Load PatientsLoadFile
      writes ImportPatient
      data file spec=ImportPatientfile path={SourceDataFolder}\ExportPatient.txtimport mode=Replace
    5. Load SourcePatientsqlload_nextgen_files__load_sourcepatient.sql
      ✨ Updates the source patient table by replacing existing records with the latest demographic and contact information from the import layer.
      writes SourcePatient · reads ImportPatient
      ↳ feeds from Load Patients
    6. Load Patient InsuranceLoadFile
      writes ImportPatientInsurance
      data file spec=ImportPatientInsuranceimport mode=Replace
    7. Load SourcePatientInsurancesqlload_nextgen_files__load_sourcepatientinsurance.sql
      ✨ Loads patient insurance coverage and eligibility details into the source table, overwriting existing records for the same individuals.
      writes SourcePatientInsurance · reads ImportPatientInsurance
      ↳ feeds from Load Patient Insurance
    8. Load PayerLoadFile
      writes ImportPayer
      data file spec=ImportPayerfile path={SourceDataFolder}\ExportPayer.txtimport mode=Replace
    9. Load SourcePayersqlload_nextgen_files__load_sourcepayer.sql
      ✨ Refreshes the source payer table with updated insurance company information, financial classes, and subgroup classifications from the import data.
      writes SourcePayer · reads ImportPayerSourcePayer
      ↳ feeds from Load Payer
    10. Load ProvidersLoadFile
      writes ImportProvider
      data file spec=ImportProviderfile path={SourceDataFolder}\ExportProviders.txtimport mode=Replace
    11. Load SourceProvidersqlload_nextgen_files__load_sourceprovider.sql
      ✨ Updates the source provider registry with current credentials, specialties, and NPI data by replacing existing records with imported values.
      writes SourceProvider · reads ImportProviderSourceProvider
      ↳ feeds from Load Providers
    12. Load ChargeMasterLoadFile
      writes ImportChargeMaster
      data file spec=ImportChargeMasterimport mode=Replace
    13. Load SourceChargeMastersqlload_nextgen_files__load_sourcechargemaster.sql
      ✨ Synchronizes the charge master by updating existing service prices and descriptions or inserting new charge codes and library definitions.
      writes SourceChargeMaster · reads ImportChargeMaster
      ↳ feeds from Load ChargeMaster
    14. Load EncountersLoadFiledisabled
      writes ImportEncounter
      data file spec=ImportEncounterfile path={SourceDataFolder}\ExportEncounters.txtimport mode=ReplaceDISABLED
    15. Load SourceEncountersqlload_nextgen_files__load_sourceencounter.sqldisabled
      ✨ Loads clinical encounter and billing balance information into the source table, replacing existing records to maintain current visit status.
      writes SourceEncounter · reads ImportEncounterSourceEncounter
    16. Load ChargesLoadFiledisabled
      writes ImportCharge
      data file spec=ImportChargefile path={SourceDataFolder}\ExportCharges.txtimport mode=ReplaceDISABLED
    17. Load SourceChargesqlload_nextgen_files__load_sourcecharge.sqldisabled
      ✨ Loads and refreshes encounter charge details from imported files into the source charge table.
      writes SourceCharge · reads ImportChargeSourceCharge
    18. Load AdjustmentsLoadFiledisabled
      writes ImportAdjustment
      data file spec=ImportAdjustmentimport mode=ReplaceDISABLED
    19. Load SourceAdjustmentsqlload_nextgen_files__load_sourceadjustment.sqldisabled
      ✨ Loads and refreshes financial adjustment records from imported files into the source adjustment table.
      writes SourceAdjustment · reads ImportAdjustmentSourceAdjustment
    20. Load TransactionDetailLoadFiledisabled
      writes ImportTransactionDetail
      data file spec=ImportTransactionDetailimport mode=ReplaceDISABLED
    21. Load SourceTransactionDetailsqlload_nextgen_files__load_sourcetransactiondetail.sqldisabled
      ✨ Loads and refreshes detailed transaction data for encounters and patient accounts from imported files into the source table.
      writes SourceTransactionDetail · reads ImportTransactionDetailSourceTransactionDetail
    22. Load Encounter InsuranceLoadFiledisabled
      writes ImportEncounterInsurance
      data file spec=ImportEncounterInsuranceimport mode=ReplaceDISABLED
    23. Load SourceEncounterInsurancesqlload_nextgen_files__load_sourceencounterinsurance.sqldisabled
      ✨ Loads and refreshes insurance coverage and policy details for specific encounters from imported files into the source table.
      writes SourceEncounterInsurance · reads ImportEncounterInsuranceSourceEncounterInsurance
    24. Load ImportEventLoadFile
      writes ImportEvent
      data file spec=ImportEventfile path={SourceDataFolder}\ExportEvent.txtimport mode=Replace
    25. Load SourceEventsqlload_nextgen_files__load_sourceevent.sql
      ✨ Synchronizes event definitions and metadata from imported files into the source event table to maintain current records.
      writes SourceEvent · reads ImportEvent
      ↳ feeds from Load ImportEvent
    26. Load LocationsLoadFile
      writes ImportLocation
      data file spec=ImportLocationfile path={SourceDataFolder}\ExportLocation.txtimport mode=Replace
    27. Load SourceLocationsqlload_nextgen_files__load_sourcelocation.sql
      ✨ Loads and refreshes facility and service location details from imported files into the source location table.
      writes SourceLocation · reads ImportLocationSourceLocation
      ↳ feeds from Load Locations
    28. Load ImportPatientRelationLoadFile
      writes ImportPatientRelation
      data file spec=ImportPatientRelationimport mode=Replace
    29. Load SourcePatientRelationsqlload_nextgen_files__load_sourcepatientrelation.sql
      ✨ Loads and refreshes patient relationship and guarantor data from imported files into the source patient relation table.
      writes SourcePatientRelation · reads ImportPatientRelationSourcePatientRelation
      ↳ feeds from Load ImportPatientRelation
    30. Archive FilesExecuteProcess
      command=cmd.exe
  2. Load-InsuranceMapsub-jobdisabled
  3. Load-EventTypeServiceTypeMapsub-jobdisabled
  4. Load-InsuranceCategorysub-jobdisabled
  5. ▶Load-Chargessub-job · 3↗Loads ChargeType and Chargemaster
    1. Load TransformChargeMastersqlload_charges__load_transformchargemaster.sql
      ✨ Loads and synchronizes charge master data, updating prices, descriptions, and billing codes from the source system into the transformation layer.
      writes transformchargemaster · reads SourceChargeMaster
    2. Load ChargeTypesqlload_charges__load_chargetype.sql
      ✨ Builds the charge type dimension by extracting unique procedure codes and billing categories from the transformed charge master data.
      writes ChargeType · reads TransformChargeMasterchargetype
      ↳ feeds from Load TransformChargeMaster
    3. Load ContractMapsqlload_charges__load_contractmap.sqldisabled
      ✨ Updates the contract mapping table to associate charge-based fee logic with all combinations of facilities and billing types.
      writes ContractMap · reads BillTypeFacilityTransformChargeMaster
  6. ▶Load-Visit-Transform-Tablessub-job · 7↗Loads transform tables for Visits
    1. Load TempVisitDeltasqlload_visit_transform_tables__load_tempvisitdelta.sql
      ✨ Identifies visits and insurance records updated since the last process run to populate a delta table for incremental processing.
      writes VisitDelta · reads ProcessLogVisitDelta
    2. ▶Load-SourceAppointmentChainsub-job · 1↗
      1. Load SourceAppointmentChainsqlload_sourceappointmentchain__load_sourceappointmentchain.sql
        ✨ Builds a chain of rescheduled appointments to identify and retain the most recent record for each visit.
        writes SourceAppointmentChain · reads SourceAppointmentVisitDelta
    3. Load TransformPatientsqlload_visit_transform_tables__load_transformpatient.sql
      ✨ Synchronizes patient demographic and contact information from source records into the transformed patient table using a merge operation.
      writes TransformPatient · reads SourcePatient
    4. Load TransformVisitsqlload_visit_transform_tables__load_transformvisit.sql
      ✨ Updates the transformed visit table with current appointment details, statuses, and facility information for records identified in the delta set.
      writes TransformVisit · reads SourceAppointmentSourceAppointmentChainSourceEventVisitDelta
      ↳ feeds from Load TempVisitDelta
    5. Load TransformCustomPropertiessqlload_visit_transform_tables__load_transformcustomproperties.sql
      ✨ Extracts and loads custom appointment properties and key-value pairs into the transformed properties table for updated visits.
      writes TransformCustomProperties · reads SourceAppointmentSourceAppointmentChainVisitDelta
      ↳ feeds from Load TempVisitDelta
    6. Load TransformVisitInsurancesqlload_visit_transform_tables__load_transformvisitinsurance.sql
      ✨ Updates transformed insurance coverage and coordination of benefits data for visits, including logic to identify self-pay and unmapped payers.
      writes TransformVisitInsurance · reads SourceAppointmentSourceAppointmentChainSourceInsuranceMapSourcePatientInsuranceSourcePatientRelationTransformCustomPropertiesTransformPatientTransformVisit
      ↳ feeds from Load TempVisitDelta, Load TransformCustomProperties, Load TransformPatient, Load TransformVisit
    7. Load TransformVisitChargesqlload_visit_transform_tables__load_transformvisitcharge.sql
      ✨ Builds visit charges by mapping appointment types and patient demographics to procedure codes and quantities for cost estimation.
      writes TransformVisitCharge · reads ChargeTypeImportGFEMappingSourceEventTransformPatientTransformVisitVisitDelta
      ↳ feeds from Load TempVisitDelta, Load TransformPatient, Load TransformVisit
  7. ▶Load-Relationssub-job · 1↗Loads relational tables like Provider and ChargeType
    1. Load Provider Relationsqlload_relations__load_provider_relation.sql
      ✨ Updates the master provider table with current names, types, and identifiers for providers associated with active visits.
      writes Provider · reads SourceProviderTransformVisit
  8. ▶Load-Entitiessub-job · 3↗Loads Facility, Patient, BillType Entities
    1. Load FacilityLoadEntities
      writes Facility · reads SourceAppointmentSourceLocation
      entity type=Facilitycustom query
    2. Load PatientsLoadPatients
      Upsert patient records into the patient dimension.
      · reads PatientTransformPatient
      custom patient query
    3. Load BillTypeLoadEntities
      writes BillType · reads ChargeType
      entity type=BillTypeauto query
  9. ▶Load-Dimension-Memberssub-job · 18↗Loads Dimension Members
    1. Load Insurance Categorysqlload_dimension_members__load_insurance_category.sqldisabled
      ✨ Loads insurance categories into the dimension member table to support reporting by commercial and non-commercial insurance types.
      writes DimensionMember · reads InsuranceCategory
    2. Load Insurancesqlload_dimension_members__load_insurance.sqldisabled
      ✨ Loads individual insurance plans into the dimension member table and maps them to their respective insurance categories.
      writes DimensionMember · reads InsuranceInsuranceCategory
    3. Load EligibilityInsurancesqlload_dimension_members__load_eligibilityinsurance.sqldisabled
      ✨ Updates the eligibility insurance dimension by filtering insurance records for those containing valid electronic benefit API references.
      writes DimensionMember · reads Insurance
    4. Load Facilitysqlload_dimension_members__load_facility.sql
      ✨ Loads facility and location information into the dimension member table to enable data filtering and reporting by service site.
      writes DimensionMember · reads FacilitySourceLocation
    5. Load VisitStatussqlload_dimension_members__load_visitstatus.sql
      ✨ Loads visit status members into the dimension table using appointment status values extracted from transformed visit data.
      writes DimensionMember · reads TransformVisit
    6. Load Provider Dimensionsqlload_dimension_members__load_provider_dimension.sql
      ✨ Builds and updates the Provider dimension by mapping source provider IDs to their respective specialty codes and display names.
      writes DimensionMember · reads ProviderSourceProvider
    7. 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 EligibilityServiceType, Load Facility, Load Modifier, Load PayerType Dimension, Load Procedure SubCategory, Load ProcedureCode, Load Provider Dimension, Load State, Load VisitStatus, Load VisitType DimensionMember
    8. Load ChargeTypesqlload_dimension_members__load_chargetype.sql
      ✨ Loads the ChargeType dimension, organizing charge IDs under parent CPT subcategories for reporting and analysis.
      writes DimensionMember · reads ChargeType
    9. 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 EligibilityServiceType, Load Facility, Load Modifier, Load PayerType Dimension, Load ProcedureCode, Load Provider Dimension, Load ProviderType Dimension, Load State, Load VisitStatus, Load VisitType DimensionMember
    10. Load ProcedureCodesqlload_dimension_members__load_procedurecode.sql
      ✨ Builds the ProcedureCode dimension by extracting unique procedure codes from the charge type source data.
      writes DimensionMember · reads ChargeType
    11. 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
    12. Load Time - OLDsqlload_dimension_members__load_time_old.sqldisabled
      ✨ Populates time dimensions for days, months, and years based on the range of dates found in appointment records.
      writes DimensionMember · reads SourceAppointment
    13. Load Timesqlload_dimension_members__load_time.sql
      ✨ Executes a stored procedure to initialize and load time-based dimension members starting from a defined historical date.
      · reads load_TimeDimensions
    14. Load EligibilityServiceTypesqlload_dimension_members__load_eligibilityservicetype.sql
      ✨ Loads the EligibilityServiceType dimension with standardized medical service categories used for insurance benefit verification.
      writes DimensionMember
    15. Load PayerType Dimensionsqlload_dimension_members__load_payertype_dimension.sql
      ✨ Updates the PayerType dimension to include specific members for self-pay classifications within the reporting system.
      writes DimensionMember
    16. Load VisitType DimensionMembersqlload_dimension_members__load_visittype_dimensionmember.sql
      ✨ Builds the VisitType dimension from source event data while filtering out specific excluded event identifiers.
      writes DimensionMember · reads SourceEvent
    17. Load OAS Reasonsqlload_dimension_members__load_oas_reason.sqldisabled
      ✨ Builds a list of unique OAS reason codes and display names for use as custom property dimensions.
      writes CustomPropertyMember · reads TransformCustomProperties
    18. 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
  10. ▶Load-Visitssub-job · 18↗Runs visit and eligibility processing
    1. Insert TempVisitBatchInsertTimesqlload_visits__insert_tempvisitbatchinserttime.sql
      ✨ Creates a temporary table to record the current timestamp for tracking when a batch of visits was loaded.
      writes TempVisitBatchInsertTime
    2. LoadVisitBatchLoadVisitBatch
      Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.
      writes QuoteBatchVisitBatch · reads DimensionMemberPatientTransformVisitTransformVisitInsuranceVisitVisitDeltatransformvisitchargevisitdelta
      ↳ feeds from Sync QuoteBatch,VisitBatch,CustomPropertyMapBatch
      custom visit querycustom charge queryauto service type queryauto coverage queryadd zero charge
    3. AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatchdisabled
      Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
      DISABLED
    4. Load TempBatchVisitsqlload_visits__load_tempbatchvisit.sqldisabled
      ✨ Populates a temporary table with visit and insurance details to identify which appointments require insurance eligibility verification.
      writes TempBatchVisit
    5. CheckBenefitsflowdisabled
      Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
      · reads InsuranceServiceTypeMapSourceEventTypeServiceTypeMapTempBatchVisit
      custom queryDISABLED
    6. Re-Check Benefitsflowdisabled
      Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
      · reads CommonDataEligibilityTxnInsuranceServiceTypeMapSourceEventTypeServiceTypeMapTempBatchVisitTempVisitBatchInsertTime
      custom queryDISABLED
    7. AutoApplyBenefitsAutoApplyBenefitsdisabled
      Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
      DISABLED
    8. CalculateVisitsflow
      Compute the good-faith estimate (CalculateVisits).
      · reads DimensionMemberVisitBatch
      ↳ feeds from LoadVisitBatch
      custom querycalculate chargesbatch mode
    9. ▶Load-Custom-Propertiessub-job · 10↗Load custom properties from Load-Visits
      1. UpdateVisitCustomPropertyFromQueryUpdateVisitCustomPropertyFromQuerydisabled
        · reads InsuranceSearch_ResultTransformVisitInsuranceCoverageStatusVisitBatch
        custom visit update custom property queryDISABLED
      2. Custom Properties: OtherActiveCoverageUpdateVisitCustomPropertyFromQuerydisabled
        · reads TransformVisitInsuranceCoverageStatusVisitBatch
        custom visit update custom property queryDISABLED
      3. Custom Properties: OtherInactiveCoverageUpdateVisitCustomPropertyFromQuerydisabled
        · reads TransformVisitInsuranceCoverageStatusVisitBatch
        custom visit update custom property queryDISABLED
      4. Custom Properties: Update MostRecentBatch to clear the previous recordsUpdateVisitCustomPropertyFromQuerydisabled
        · reads CustomPropertyMapVisit
        custom visit update custom property queryDISABLED
      5. Custom Properties: MostRecentBatchUpdateVisitCustomPropertyFromQuerydisabled
        auto visit update custom property queryDISABLED
      6. Custom Properties: OAS ReasonUpdateCustomPropertyFromQuerydisabled
        · reads CustomPropertyMapsourceappointmentchaintransformcustompropertiesvisitbatchvisitdelta
        entity=Visitcustom property key=OASReasonauto querybatch modeDISABLED
      7. Custom Properties: Has BundleUpdateCustomPropertyFromQuerydisabled
        · reads CustomPropertyMapTransformVisitChargeVisitBatchvisitdelta
        entity=Visitcustom property key=HasBundleauto querybatch modeDISABLED
      8. Custom Properties: GFE ReasonUpdateCustomPropertyFromQuerydisabled
        · reads CustomPropertyMaptransformcustompropertiesvisitbatchvisitdelta
        entity=Visitcustom property key=GFEReasoncustom querybatch modeDISABLED
      9. Custom Properties: Set LetterPrinted to NoUpdateCustomPropertyFromQuery
        · reads CustomPropertyMapVisitBatch
        entity=Visitcustom property key=LetterPrintedcustom querybatch mode
      10. UpdateCustomPropertyFromQuery (GFEDueDate)UpdateCustomPropertyFromQuery
        · reads SourceAppointmentSourceAppointmentChainTransformVisitVisitBatch
        entity=Visitcustom property key=GFEDueDatecustom querybatch mode
    10. AutoSendLettersAutoSendLetters
      Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
    11. Sync QuoteBatch,VisitBatch,CustomPropertyMapBatchSyncBatch
      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
    12. SearchForInsuranceflowdisabled
      Find coverage for visits missing insurance.
      · reads EligibilityStatusMapEligibilityTxnBatch
      custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
    13. ExportBatchVisitEligibilityflowdisabled
      Push the batch to the app / export results.
      · reads EligibilityTxnTempVisitBatchInsertTime
      custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
    14. ▶Generate-Reportsub-job · 5↗Generates the Daily Export report and pushed data into the Archive report for Load-Visits and Load-Visits-Reprocess
      1. Load TempEligibilityReportsqlgenerate_report__load_tempeligibilityreport.sql
        ✨ Builds a temporary reporting table consolidating the latest insurance eligibility transaction details, member IDs, and coverage results for each visit.
        writes TempEligibilityReport · reads TempEligibilityReport
      2. Load TempInsSearchResultssqlgenerate_report__load_tempinssearchresults.sql
        ✨ Loads a temporary table with successful insurance search results to identify and rank new coverage found for patients.
        writes TempInsSearchResults
      3. Generate Reportsqlgenerate_report__generate_report.sql
        ✨ Generates the final eligibility report by consolidating primary, secondary, and tertiary insurance results with any newly discovered coverage information.
        writes BatchEligibility_ResultsReport
      4. Create BatchEligibility_ResultsReportArchive if doesn't existsqlgenerate_report__create_batcheligibility_resultsreportarchive_if_doesn_t_exist.sql
        ✨ Builds the archive table for storing historical insurance eligibility and benefit results if it does not already exist.
      5. Archive Reportsqlgenerate_report__archive_report.sql
        ✨ Updates the eligibility results archive by replacing existing records with the latest report data for specific visits and dates.
        writes BatchEligibility_ResultsReportArchive · reads BatchEligibility_ResultsReport
        ↳ feeds from Generate Report
    15. Load TransformVisitInsuranceCoverageStatussqlload_visits__load_transformvisitinsurancecoveragestatus.sqldisabled
      ✨ Updates insurance coverage status for visits by linking them to the most recent successful or failed eligibility verification transactions.
    16. Load VisitDetailsqlload_visits__load_visitdetail.sqldisabled
      ✨ Loads comprehensive visit details including patient demographics, provider information, and insurance coverage status into a reporting table.
      writes VisitDetail · reads BatchEligibility_ResultsArchiveCustomPropertyMapEligibilityTxnPatientTransformVisitVisitVisitDeltaVisitDetail
    17. ▶Load-Visit-Factsub-job · 2↗
      1. Create Visit Factsqlload_visit_fact__create_visit_fact.sql
        ✨ Creates the VisitFact table to store aggregated visit data, including scheduling, insurance, and payment status, if it does not exist.
      2. Load Visit Factsqlload_visit_fact__load_visit_fact.sql
        ✨ Refreshes the VisitFact table by deleting and re-inserting records for visits with recent updates, payments, eligibility checks, or letters.
        writes VisitFact · reads EligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
    18. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
  11. Refresh-Dashboardsub-jobdisabled
  12. Data-Integrity-Reportsub-job

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
ExportBatchVisitEligibility
Export eligibility results
Load TransformVisitInsuranceCoverageStatus
ClarityFlow front-of-house step
LoadVisitBatch
ClarityFlow front-of-house step
SearchForInsurance
Insurance discovery for visits missing coverage
auto_apply_bundles
Apply procedure bundles for the estimate
auto_benefits
Auto-apply parsed benefits to visits
auto_send_letters
Send GFE / patient letters