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

sub-job

SeaRad · Load-Visits

called by Daily-Visit-Processing, Daily-Visit-Processing-HL7

sub-job SeaRad/Load-Visits · db SeaRad_ProdMirror · updated 2026-01-27

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

21 tasks · SeaRad
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 VisitDeltasqlload_visits__load_visitdelta.sql
    ✨ Identifies new or updated visits with future appointment dates to determine which records require processing in the pipeline.
    writes VisitDelta · reads VisitDelta
    ↳ feeds from Augment Visit Delta
  2. Load TempBatchVisitsqlload_visits__load_tempbatchvisit.sql
    ✨ Flags visits requiring eligibility verification based on insurance details, service types, and scheduled appointment timing.
    writes TempBatchVisit · reads DimensionMemberEligibilityTxnTransformVisitTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisit
    ↳ feeds from Load TransformVisitInsuranceCoverageStatus, Sync Visits and Quotes
  3. Augment Visit Deltasqlload_visits__augment_visit_delta.sql
    ✨ Adds visit records requiring new insurance eligibility lookups to the change tracking table for processing.
    writes VisitDelta · reads TempBatchVisitVisitDelta
    ↳ feeds from Load TempBatchVisit, Load VisitDelta
  4. LoadVisitBatchLoadVisitBatch
    Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.
    writes QuoteBatchVisitBatch · reads PatientTransformVisitTransformVisitChargeTransformVisitInsuranceVisitVisitDelta
    ↳ feeds from Augment Visit Delta, Load VisitDelta, Sync Visits and Quotes
    custom visit querycustom charge queryauto service type querycustom coverage queryadd zero charge
  5. CheckBenefitsflow
    Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
    · reads TempBatchVisitVisitBatch
    ↳ feeds from Load TempBatchVisit, LoadVisitBatch
    custom query
  6. Re-Check Benefitsflowdisabled
    Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
    · reads EligibilityStatusMapEligibilityTxnTempBatchVisitVisitBatch
    custom queryDISABLED
  7. AutoApplyBenefitsAutoApplyBenefits
    Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
  8. CalculateVisitsflow
    Compute the good-faith estimate (CalculateVisits).
    · reads DimensionMemberVisitBatch
    ↳ feeds from LoadVisitBatch
    custom querycalculate chargesbatch mode
  9. LogVisitChangeEventsBatchLogVisitChangeEventsBatch
    Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
  10. AutoSendLettersAutoSendLetters
    Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
  11. Load TransformVisitInsuranceCoverageStatussqlload_visits__load_transformvisitinsurancecoveragestatus.sql
    ✨ Updates insurance coverage statuses for visits by analyzing the most recent eligibility transaction results and error logs.
    writes TempEligibilityStatsTransformVisitInsuranceCoverageStatus · reads TempEligibilityStatsTransformVisitInsuranceVisitBatch
    ↳ feeds from LoadVisitBatch
  12. ▶Load-CustomProperty-CoverageStatussub-job · 2↗
    1. Load Primary Coverage StatusUpdateCustomPropertyFromQuery
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      entity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode
    2. Load Secondary Coverage StatusUpdateCustomPropertyFromQuery
      · reads TransformVisitInsuranceCoverageStatusVisitBatch
      entity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
  13. Custom Property Has Medicare Part C CoverageUpdateVisitCustomPropertyFromQuerydisabled
    · reads EligibilityTxnVisitbatch
    custom visit update custom property queryDISABLED
  14. Custom Property Has Medicare Part C CoverageUpdateCustomPropertyFromQuery
    · reads CustomPropertyMapEligibilityTxnVisitBatch
    ↳ feeds from LoadVisitBatch, Sync Visits and Quotes
    entity=Visitcustom property key=HasMedicarePartCCoverageauto querybatch mode
  15. Sync Visits and QuotesSyncBatch
    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
  16. ExportBatchVisitEligibilityflow
    Push the batch to the app / export results.
    · reads EligibilityTxnVisitBatch
    ↳ feeds from LoadVisitBatch
    custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchive
  17. SearchForInsuranceflowdisabled
    Find coverage for visits missing insurance.
    · reads EligibilityTxnBatch
    custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
  18. ▶Generate-Reportsub-job · 4↗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 table of eligibility results for specific visits and insurance plans to support reporting.
      writes TempEligibilityReport
    2. Load TempInsSearchResultssqlgenerate_report__load_tempinssearchresults.sql
      ✨ Loads active insurance search results into a temporary table to identify new coverage found during the eligibility process.
      writes TempInsSearchResults
    3. Generate Reportsqlgenerate_report__generate_report.sql
      ✨ Generates a comprehensive batch eligibility report by consolidating patient visit data with primary, secondary, and tertiary insurance verification results.
      writes BatchEligibility_ResultsReport
    4. Archive Reportsqlgenerate_report__archive_report.sql
      ✨ Updates the eligibility report archive by replacing existing visit records with the most recent verification results.
      writes BatchEligibility_ResultsReportArchive · reads BatchEligibility_ResultsReport
      ↳ feeds from Generate Report
  19. Custom PropertiesUpdateVisitCustomPropertyFromQuerydisabled
    · reads BatchEligibility_ResultsReportCustomPropertyMap
    auto visit update custom property queryDISABLED
  20. ▶Load-Visit-Factsub-job · 1↗
    1. Load VisitFactsqlload_visit_fact__load_visitfact.sql
      ✨ Updates the visit fact table by refreshing records with recent activity, including payments, eligibility checks, and patient communications.
      writes VisitFact · reads EligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
  21. ▶Update-Dashboard-Tablessub-job · 1↗
    1. UpdateDashboardTablesUpdateDashboardTables
      Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.