trigger
How it's scheduled
A periodic re-check — eligibility and benefits drift between visits, so this re-verifies coverage on a monthly cadence rather than per-appointment.
| Scheduled task | Cadence | Server | State | Coordination |
|---|---|---|---|---|
\MDC\Monthly - Processing - SeaRad | monthly at 00:30 | prod-db-1 | enabled | standalone |
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.
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).
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).
Daily-Processing-Eligibility
- Load VisitDeltasql
daily_processing_eligibility__load_visitdelta.sql✨ Builds a delta table of visit identifiers for appointments occurring within the current month to focus processing.writesVisitDelta· readsVisitDelta - LoadVisitBatchLoadVisitBatchLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsPatientTransformVisitTransformVisitChargeTransformVisitInsuranceVisitVisitDelta↳ feeds from Load VisitDelta, Sync Visits and Quotescustom visit querycustom charge queryauto service type queryauto coverage queryadd zero charge - Load TempBatchVisitsql
daily_processing_eligibility__load_tempbatchvisit.sql✨ Loads a temporary batch table with visit, insurance, and eligibility details to prepare for insurance verification processing.· readsCommonDataDimensionMemberEligibilityTxnTransformVisitTransformVisitInsuranceVisitBatchVisitDeltastring_split↳ feeds from Load VisitDelta, LoadVisitBatch - CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
TempBatchVisitcustom query - Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
CommonDataEligibilityTxnTempBatchVisitTempVisitBatchInsertTimecustom 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 - Load TransformVisitInsuranceCoverageStatussql
daily_processing_eligibility__load_transformvisitinsurancecoveragestatus.sql✨ Updates insurance coverage statuses for visits by evaluating the latest eligibility transaction results and active status flags. ▶Load-CustomProperty-CoverageStatussub-job · 2↗
- Load Primary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode - Load Secondary Coverage StatusUpdateCustomPropertyFromQuery· reads
TransformVisitInsuranceCoverageStatusVisitBatchentity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
- 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 - ExportBatchVisitEligibilityflowPush the batch to the app / export results.· reads
EligibilityTxnVisitBatch↳ feeds from LoadVisitBatchcustom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchive - SearchForInsuranceflowdisabledFind coverage for visits missing insurance.· reads
EligibilityTxnBatchcustom querytable name=InsuranceSearch_Resultbatch modeDISABLED ▶Generate-Reportsub-job · 4↗Generates the Daily Export report and pushed data into the Archive report for Load-Visits and Load-Visits-Reprocess
- Load TempEligibilityReportsql
generate_report__load_tempeligibilityreport.sql✨ Builds a temporary table of eligibility results for specific visits and insurance plans to support reporting.writesTempEligibilityReport - Load TempInsSearchResultssql
generate_report__load_tempinssearchresults.sql✨ Loads active insurance search results into a temporary table to identify new coverage found during the eligibility process.writesTempInsSearchResults - Generate Reportsql
generate_report__generate_report.sql✨ Generates a comprehensive batch eligibility report by consolidating patient visit data with primary, secondary, and tertiary insurance verification results.writesBatchEligibility_ResultsReport - Archive Reportsql
generate_report__archive_report.sql✨ Updates the eligibility report archive by replacing existing visit records with the most recent verification results.writesBatchEligibility_ResultsReportArchive· readsBatchEligibility_ResultsReport↳ feeds from Generate Report
- Custom PropertiesUpdateVisitCustomPropertyFromQuery· reads
BatchEligibility_ResultsReportCustomPropertyMap↳ feeds from Sync Visits and Quotesauto visit update custom property query ▶Load-Visit-Factsub-job · 1↗
- Load VisitFactsql
load_visit_fact__load_visitfact.sql✨ Updates the visit fact table by refreshing records with recent activity, including payments, eligibility checks, and patient communications.writesVisitFact· readsEligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
▶Update-Dashboard-Tablessub-job · 1↗
- UpdateDashboardTablesUpdateDashboardTablesRegenerates 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).