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

sub-job

RIA · Load-Account-Data

Load Account-Level Tables

called by Daily-Processing-RevFind

sub-job RIA/Load-Account-Data · db RIA_ProdMirror · updated 2026-04-16

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-Account-Data

9 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
  1. LoadPatientsLoadPatients
    Upsert patient records into the patient dimension.
    · reads PatientTransformAccountMap
    custom patient query
  2. Load ChargeMeasuressqlload_account_data__load_chargemeasures.sql
    ✨ Calculates and loads financial metrics, including payments, adjustments, and allowed amounts, into the charge measures table for updated accounts.
    writes ChargeMeasures · reads AccountDeltaTransformChargeTransformChargeTransactionMeasure
  3. LoadAccountDataLoadAccountData
    Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.
    · reads AccountChargeAccountDeltaChargeMeasuresChargeTypeInsuranceMapPatientProviderTransformAccount
    ↳ feeds from Load ChargeMeasures
    custom account charge querycustom account querycustom account remit querycustom account insurance query
  4. ▶Load-Dimension-Memberssub-job · 15↗
    1. Load Insurance Dimensionsqlload_dimension_members__load_insurance_dimension.sqldisabled
      ✨ Populates the insurance dimension with unique carrier keys to enable filtering and analysis by payer.
      writes DimensionMember · reads Insurance
    2. Load EligibilityInsurance Dimensionsqlload_dimension_members__load_eligibilityinsurance_dimension.sqldisabled
      ✨ Loads insurance members that support electronic eligibility and benefits verification via API integration.
      writes DimensionMember · reads DimensionMemberInsurance
    3. Load QuoteInsurance Dimensionsqlload_dimension_members__load_quoteinsurance_dimension.sqldisabled
      ✨ Builds a dimension of insurance providers associated with active contracts to facilitate accurate patient cost estimates.
      writes DimensionMember · reads ContractMapInsurance
    4. 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
    5. Load Time Dimensionssqlload_dimension_members__load_time_dimensions.sql
      ✨ Loads and updates time-based dimension members for days, months, and years into the dimension member table.
      writes DimensionMember · reads TransformVisit
    6. Load VisitStatus Dimensionsqlload_dimension_members__load_visitstatus_dimension.sql
      ✨ Builds the visit status dimension by extracting unique appointment statuses from transformed visit data.
      writes DimensionMember · reads TransformVisit
    7. Load Provider Dimensionsqlload_dimension_members__load_provider_dimension.sql
      ✨ Synchronizes provider details into the dimension member table to enable provider-based filtering and grouping in reports.
      writes DimensionMember · reads Provider
    8. Load Facility Dimensionssqlload_dimension_members__load_facility_dimensions.sql
      ✨ Loads facility and facility group hierarchies into the dimension table to organize location-based data for analysis.
      writes DimensionMember · reads DimensionMemberFacility
      ↳ feeds from Load Diagnosis Code Dimension, Load Modifier Dimension, Load Place of Service Dimension, Load Provider Dimension, Load RadioIsotopes Code Dimension, Load SourceInsurance Dimension, Load State Dimensions, Load Time Dimensions, Load VisitStatus Dimension, Load VisitType Dimensions, LoadInsuranceDimensionMembers
    9. Load VisitType Dimensionssqlload_dimension_members__load_visittype_dimensions.sql
      ✨ Populates the visit type dimension by mapping service IDs and CPT codes from order and crosswalk data.
      writes DimensionMember · reads HL7OrderRIACPTCrosswalk
    10. Load Diagnosis Code Dimensionsqlload_dimension_members__load_diagnosis_code_dimension.sql
      ✨ Loads and updates the DiagnosisCode dimension by extracting unique primary, secondary, and tertiary diagnosis codes from charge data.
      writes DimensionMember · reads TransformCharge
    11. Load RadioIsotopes Code Dimensionsqlload_dimension_members__load_radioisotopes_code_dimension.sql
      ✨ Flags and updates the RadioIsotopes dimension to indicate the presence of radioisotope codes within the source risk data.
      writes DimensionMember · reads SourceCareRiskRadioIsotopeCodes
    12. Load Modifier Dimensionsqlload_dimension_members__load_modifier_dimension.sql
      ✨ Loads and updates the Modifier dimension by collecting unique modifier codes from multiple charge record fields.
      writes DimensionMember · reads TransformCharge
    13. Load Place of Service Dimensionsqlload_dimension_members__load_place_of_service_dimension.sql
      ✨ Builds and updates the PlaceOfService dimension using unique location codes extracted from charge transaction records.
      writes DimensionMember · reads TransformCharge
    14. Load SourceInsurance Dimensionsqlload_dimension_members__load_sourceinsurance_dimension.sql
      ✨ Loads and updates the SourceInsurance dimension with mapped insurance provider details for specific data sources and active accounts.
      writes DimensionMember · reads AccountInsuranceInsuranceMap
    15. Load State Dimensionssqlload_dimension_members__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
  5. ▶Load-Custom-Propertiessub-job · 2↗Load custom properties from Load-Visits
    1. UpdateVisitCustomPropertyFromQueryUpdateVisitCustomPropertyFromQuerydisabled
      · reads InsuranceSearch_ResultTransformVisitInsuranceCoverageStatusVisitBatch
      custom visit update custom property queryDISABLED
    2. LoadCustomNotesCustomPropertyLoadCustomNotesCustomPropertydisabled
      · reads BundleNotesMappingHL7DeltaHL7VisitVisitBatch
      entity=Visitcustom property key=CustomNotescustom querybatch modeDISABLED
  6. ▶Score-Accountssub-job · 42↗
    1. AetnaAetna
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    2. Aetna Medicare ECFOI, MICTIC, RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    3. Aetna Medicare IMIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-03-15incremental
    4. Avmed MedicareBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    5. BCBSBCBS
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-06-27incremental
    6. BCBS Medicare ECFOIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-06-27incremental
    7. BCBS Medicare IMIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    8. BCBS Medicare MICTICBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    9. BCBS Medicare RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    10. Beech Street RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2006-11-01incremental
    11. CarePlusCarePlus
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    12. CarePlus RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-05-01incremental
    13. CariskCarisk
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-05-01incremental
    14. Cigna ECFOI, MICTIC, RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    15. Cigna IMIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-12-15incremental
    16. CurativeCurative
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2025-09-14incremental
    17. Devoted Health RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2022-12-01incremental
    18. Employee Benefit Management Services RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-10-01incremental
    19. Evolutions Healthcare Systems RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-10-16incremental
    20. Florida HealthBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    21. Florida Health MedicareBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    22. Freedom Health MedicareBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    23. Health First RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2018-08-01incremental
    24. Hospice of Marion County RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    25. HumanaHumana
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    26. Humana MedicareBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    27. MedicareMedicare
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    28. MultiPlan RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2011-12-31incremental
    29. Oscar RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    30. Prime HealthBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    31. Prime Health Workers CompBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    32. Self PayBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    33. SimPlan RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2021-04-01incremental
    34. Tricare RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2017-03-01incremental
    35. Trustmark Health Benefits RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-11-01incremental
    36. United HealthcareBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    37. United Healthcare Medicare IMI & ECFOIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2023-01-01incremental
    38. United Healthcare Medicare MICTICBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    39. VA Community Care Network IMIBatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
    40. VA Community Care Network RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2021-08-01incremental
    41. Volusia Health Network RAOC / RIABatchProcessAccounts
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2020-01-01incremental
    42. WellCareWellCare
      writes AccountEstimate · reads QuoteBatchVisitBatch
      min service date=2024-01-01incremental
  7. Load AccountDetailsqlload_account_data__load_accountdetail.sqldisabled
    ✨ Builds a comprehensive account summary table by combining patient, insurance, and financial data for detailed encounter reporting.
    writes AccountDetail · reads AccountAccountChargeAccountDeltaAccountEstimateDimensionMemberPatientSourceEncounterInsuranceSourcePayer
  8. Load AccountChargeDetailsqlload_account_data__load_accountchargedetail.sqldisabled
    ✨ Loads granular charge-level details including procedure codes, modifiers, and payment metrics for individual service line analysis.
    writes AccountChargeDetail · reads AccountAccountChargeAccountDeltaAccountEstimateCalculationAccountEstimateChargeDimensionMemberPatientSourceEncounterInsurance
  9. Load Recovery Reportsqlload_account_data__load_recovery_report.sql
    ✨ Builds a temporary report comparing estimated and actual insurance payments to track recovered revenue from account appeals.
    writes TempChargeRecoveryReport · reads AccountAccountAppealStatusAccountAppealSummaryAccountChargeAccountEstimateChargeChargeTypeFacilityPatient