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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-HL7-Processing-LoadVisits-Nightly
23 tasks · RIA
sub-job / Flow action SQL / native step▶ expand a sub-job inline · ↗ open it as its own page · a typed step opens its doc
- Load TempBatchVisitsql
flow_hl7_processing_loadvisits_nightly__load_tempbatchvisit.sqldisabled✨ Identifies visits requiring insurance eligibility checks or re-checks based on service types and proximity to the scheduled appointment date.writesTempBatchVisitVisitEligServiceTypesVisitServiceTypes· readsDimensionMemberTempBatchVisitTransformVisitTransformVisitInsTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisitEligServiceTypesVisitServiceTypes - Augment Visit Deltasql
flow_hl7_processing_loadvisits_nightly__augment_visit_delta.sql✨ Updates the change tracking table with future visits when insurance mappings change to ensure updated coverage information is processed. - ReprocessChangedConfigurationsReprocessChangedConfigurationsIdentify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.reprocess visits
- ReprocessChangedConfigs-AugmentVisitDeltasql
flow_hl7_processing_loadvisits_nightly__reprocesschangedconfigs_augmentvisitdelta.sql✨ Flags visits requiring reprocessing from the queue and adds them to the change tracking table for updated data loading.writesVisitDeltaVisitKeyLookup· readsVisitDeltaVisitKeyLookup - LoadVisitBatchLoadVisitBatchLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsFacilityInsuranceMapPatientTransformVisitTransformVisitChargeTransformVisitInsuranceVisitVisitDelta↳ feeds from ReprocessChangedConfigs-AugmentVisitDelta, Sync Visits and Quotes, Update Patient Email for Commercial Insurancecustom visit querycustom charge queryauto service type querycustom coverage queryadd zero charge - Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.DISABLED
- CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.auto query
- Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatchcustom queryDISABLED - AutoApplyBenefitsAutoApplyBenefitsPopulates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
- CalculateVisitsflowCompute the good-faith estimate (CalculateVisits).· reads
DimensionMemberVisitBatch↳ feeds from LoadVisitBatchcustom querycalculate chargesbatch mode - LogVisitChangeEventsBatchLogVisitChangeEventsBatchCompare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
- Audits Good Faith Estimate compliance for batch visits and identifies records requiring resends based on federal timing regulations.DISABLED
- Update Patient Email for Commercial InsuranceUpdateEntitieswrites
Patient· readsVisitBatchpatient↳ feeds from LoadVisitBatchentity type=Patientauto query ▶Load-CustomProperty-CoverageStatussub-job · 3↗
- Load Primary Coverage StatusUpdateCustomPropertyFromQuery· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatchentity=Visitcustom property key=PrimaryCoverageStatusauto querybatch mode - Load Secondary Coverage StatusUpdateCustomPropertyFromQuery· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatchentity=Visitcustom property key=SecondaryCoverageStatusauto querybatch mode - Load Tertiary Coverage StatusUpdateCustomPropertyFromQuerydisabled· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatchentity=Visitcustom property key=TertiaryCoverageStatusauto querybatch modeDISABLED
- AutoSendLettersAutoSendLettersGenerates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
- Generates and sends cost estimate letters for upcoming scheduled visits based on patient preferences and configured qualification criteria.DISABLED
- Load TransformVisitInsuranceCoverageStatussql
flow_hl7_processing_loadvisits_nightly__load_transformvisitinsurancecoveragestatus.sql✨ Updates insurance coverage statuses by analyzing recent eligibility transactions and mapping results to standardized active or inactive states.writesTempEligibilityStatsTransformVisitInsuranceCoverageStatus· readsTempEligibilityStatsTransformVisitInsuranceVisitBatch↳ feeds from LoadVisitBatch - Sync Visits and QuotesSyncBatchSynchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.writes
CustomPropertyMapQuoteVisitVisitChangeEvent· readsCustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch↳ feeds from LoadVisitBatchsync quotesync visitsync custom property mapsync visit change event - ExportBatchVisitEligibilityflowdisabledPush the batch to the app / export results.· reads
EligibilityTxnVisitBatchcustom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED - SearchForInsuranceflowdisabledFind coverage for visits missing insurance.· reads
EligibilityTxnBatchcustom querytable name=InsuranceSearch_Resultbatch modeDISABLED ▶Flow-HL7-Processing-LoadVisitFactsub-job · 1↗
- Load VisitFactsql
flow_hl7_processing_loadvisitfact__load_visitfact.sql✨ Updates the visit fact table with current status, letter activity, eligibility results, and payment totals for recent appointments.writesVisitFactVisitFactDelta· readsEligibilityTxnPatientLetterPaymentTxnVisitVisitCoverageVisitFactDelta