trigger
How it's scheduled
New appointments land continuously on the Batch / file feed. Front-of-house work is time-boxed — the estimate and letter have to reach the patient before the visit — so the pipeline polls every 30 minutes to check eligibility, price the good-faith estimate, and send the patient letter within minutes of an appointment being booked, rather than waiting for an overnight batch.
| Scheduled task | Cadence | Server | State | Coordination |
|---|---|---|---|---|
\MDC\Daily - Processing - SSR | every 30 min (from 07:05) | 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).
Payers in SQLMedicaid
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
▶Load-Schedule-Data-Filessub-job · 1↗
▶Load-Schedule-Data-Filesub-job · 9↗
- Load Schedule Data FileLoadFilewrites
ImportScheduleDatadata file spec=ImportScheduleDatafile path={FilePath}import mode=Replace - Load SourcePatientAppointmentsql
load_schedule_data_file__load_sourcepatientappointment.sql✨ Transforms and loads imported schedule data into the source appointment table, mapping patient demographics, insurance details, and procedure information.writesSourcePatientAppointment· readsImportScheduleData↳ feeds from Load Schedule Data File - Load TempPatientDeltasql
load_schedule_data_file__load_temppatientdelta.sql✨ Creates a temporary list of unique patient IDs from the imported schedule data to identify records requiring updates.writesTempPatientDelta - Load Patients - Oldsql
load_schedule_data_file__load_patients_old.sqldisabled✨ Updates the master patient table with demographic information derived from the earliest recorded appointment for each patient in the delta.writesPatientTempNextPatientAppointmentDemographics· readsTempNextPatientAppointmentDemographics - Load TempNextPatientAppointmentDemographicssql
load_schedule_data_file__load_tempnextpatientappointmentdemographics.sql✨ Extracts the most recent demographic information for patients in the delta into a temporary table based on their latest appointment.writesTempNextPatientAppointmentDemographics - Load PatientsLoadPatientsUpsert patient records into the patient dimension.· reads
PatientTempNextPatientAppointmentDemographics↳ feeds from Load TempNextPatientAppointmentDemographicsauto patient query - Load ImportScheduleDataArchivesql
load_schedule_data_file__load_importscheduledataarchive.sql✨ Archives current schedule data into a historical storage table with a timestamp for record-keeping.writesImportScheduleDataArchive· readsImportScheduleData↳ feeds from Load Schedule Data File - Delete History from ImportScheduleDataArchivesql
load_schedule_data_file__delete_history_from_importscheduledataarchive.sql✨ Deletes archived schedule data older than thirty days to maintain the size of the historical storage table.writesImportScheduleDataArchive - Archive FileExecuteProcesscommand=cmd.exe
▶Load-Common-Dimensionssub-job · 3↗
- Load Procedure Code Dimensionssql
load_common_dimensions__load_procedure_code_dimensions.sql✨ Synchronizes procedure code dimension members by merging updates and new records from the common data source into the local repository.writesDimensionMember· readsDimensionMember↳ feeds from Load State Dimensions, Load Time Dimensions - Load Time Dimensionssql
load_common_dimensions__load_time_dimensions.sql✨ Generates and merges time-based dimension members for days, months, and years based on the range of available appointment dates.writesDimensionMember· readsSourcePatientAppointment - Load State Dimensionssql
load_common_dimensions__load_state_dimensions.sql✨ Updates state dimensions using facility location data to allow for geographic segmentation of healthcare services and revenue.writesDimensionMember· readsFacility
▶Load-Visitssub-job · 27↗
▶Load-Source-Visit-Tablessub-job · 18↗
- Load Appointment Deltasql
load_source_visit_tables__load_appointment_delta.sql✨ Identifies new or updated future appointments and unscheduled visits since the last data load for processing.writesTempAppointmentDelta - Load TempVisitAggregatesql
load_source_visit_tables__load_tempvisitaggregate.sql✨ Groups appointment changes by patient, facility, and date to prepare for visit-level aggregation and processing.writesTempVisitAggregate· readsSourcePatientAppointmentTempAppointmentDelta↳ feeds from Load Appointment Delta - Load TempNewVisitAppointmentMapsql
load_source_visit_tables__load_tempnewvisitappointmentmap.sql✨ Maps changed appointments to their existing visit identifiers to track relationships between appointments and visits.writesTempNewVisitAppointmentMap - Load TempNewVisitAppointmentMatchsql
load_source_visit_tables__load_tempnewvisitappointmentmatch.sql✨ Identifies visits where all associated appointments share consistent patient, facility, and scheduling details.writesTempNewVisitAppointmentMatch - Update VisitID on TempVisitAggregatesql
load_source_visit_tables__update_visitid_on_tempvisitaggregate.sql✨ Assigns existing visit identifiers to the aggregated appointment data based on matching patient and facility details.· readsTempNewVisitAppointmentMatchTempVisitAggregate↳ feeds from Load TempNewVisitAppointmentMatch, Load TempVisitAggregate - Load TempVisitMatchsql
load_source_visit_tables__load_tempvisitmatch.sql✨ Matches new appointment aggregates to existing visits based on patient, facility, and scheduling status.writesTempVisitMatch - Update TempVisitAggregate with matched VisitIDsql
load_source_visit_tables__update_tempvisitaggregate_with_matched_visitid.sql✨ Updates the temporary visit aggregate table with matched visit identifiers using date and order status to prioritize the best match.· readsSourceVisitTempVisitAggregateTempVisitMatch↳ feeds from Load SourceVisit, Load TempVisitAggregate, Load TempVisitMatch - Load TempVisitAppointmentMapsql
load_source_visit_tables__load_tempvisitappointmentmap.sql✨ Builds a temporary mapping table between visit aggregates and source appointments based on patient, date, facility, and status.writesTempVisitAppointmentMap - Load TempSourceVisitsql
load_source_visit_tables__load_tempsourcevisit.sql✨ Loads a temporary source visit table by aggregating appointment details, arrival times, and determining insurance categories for each visit.writesTempSourceVisit - Load SourceVisitsql
load_source_visit_tables__load_sourcevisit.sql✨ Loads new visit records into the main source visit table for entries that do not yet have an assigned identifier.writesSourceVisit· readsTempSourceVisitTempVisitAggregate↳ feeds from Load TempSourceVisit, Load TempVisitAggregate - Update SourceVisitsql
load_source_visit_tables__update_sourcevisit.sql✨ Updates existing source visit records with the latest scheduling, facility, and insurance information from the temporary source table.· readsSourceVisitTempSourceVisitTempVisitAggregate↳ feeds from Load SourceVisit, Load TempSourceVisit, Load TempVisitAggregate - Update TempAggregate VisitID for new Visitssql
load_source_visit_tables__update_tempaggregate_visitid_for_new_visits.sql✨ Updates the temporary aggregate table with visit identifiers for newly created records to ensure consistency across the pipeline.· readsSourceVisitTempVisitAggregate↳ feeds from Load SourceVisit, Load TempVisitAggregate - Load SourceVisitAppointmentMapsql
load_source_visit_tables__load_sourcevisitappointmentmap.sql✨ Loads the permanent visit-to-appointment mapping table by replacing existing records with updated data from the temporary mapping table.writesSourceVisitAppointmentMap· readsTempVisitAggregateTempVisitAppointmentMap↳ feeds from Load TempVisitAggregate, Load TempVisitAppointmentMap - Update Visit Statussql
load_source_visit_tables__update_visit_status.sql✨ Updates visit statuses based on appointment priority and archives any visits that are no longer associated with an active appointment.· readsSourcePatientAppointmentSourceVisitSourceVisitAppointmentMapTempAppointmentDeltaVisitStatusMap↳ feeds from Load Appointment Delta, Load SourceVisit, Load SourceVisitAppointmentMap - Load SourceVisitChargessql
load_source_visit_tables__load_sourcevisitcharges.sql✨ Builds the source visit charge table by mapping appointment procedures and additional charges to standardized service types for each visit.writesSourceVisitCharge· readsChargeTypeSourcePatientAppointmentSourceVisitAppointmentMapTempVisitAggregate↳ feeds from Load SourceVisitAppointmentMap, Load TempVisitAggregate - *DISABLED-ARCHIVED* Load SourceVisitChargessql
load_source_visit_tables__disabled_archived_load_sourcevisitcharges.sqldisabled✨ Populates visit charges using exam-specific data and hardcoded service type logic for various imaging procedure categories.writesSourceVisitCharge· readsChargeTypeSourceExamsSourcePatientAppointmentSourceVisitAppointmentMapTempVisitAggregate - Load SourceVisitInsurancesql
load_source_visit_tables__load_sourcevisitinsurance.sql✨ Loads primary and secondary insurance details for visits, including member IDs, group numbers, and coordination of benefits information.writesSourceVisitInsurance· readsSourceCarrierMapSourcePatientAppointmentSourceVisitSourceVisitAppointmentMapTempVisitAggregate↳ feeds from Load SourceVisit, Load SourceVisitAppointmentMap, Load TempVisitAggregate - *DISABLED - MOVED TO LOAD-VISITS* Insert to VisitLoadHistorysql
load_source_visit_tables__disabled_moved_to_load_visits_insert_to_visitloadhistory.sqldisabled✨ Records the current timestamp to track when the visit data loading process was last executed.writesVisitLoadHistory
- Load TempVisitDeltasql
load_visits__load_tempvisitdelta.sql✨ Builds a temporary list of unique visit identifiers to track which records require processing or updates in the current batch.writesTempVisitDelta - Match Manually-Created Visits to SourceVisitsUpdateEntitieswrites
Visit· readsPatientSourceVisitTempVisitDeltaVisit↳ feeds from Load TempVisitDelta, Sync Batchentity type=Visitcustom query - Log Insert Time for VisitBatchsql
load_visits__log_insert_time_for_visitbatch.sql✨ Captures the start time of the current visit batch processing for logging and performance monitoring purposes.writesTempVisitBatchInsertTime - Load TempVisitServiceTypesql
load_visits__load_tempvisitservicetype.sql✨ Determines the appropriate eligibility service type for each visit based on insurance provider and associated charge information.writesTempVisitServiceType - LoadVisitsLoadVisitsLoad scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.writes
QuoteBatchVisitBatch· readsPatientSourceVisitSourceVisitChargeSourceVisitInsuranceTempVisitDeltaTempVisitServiceTypeVisit↳ feeds from Load TempVisitDelta, Load TempVisitServiceType, Match Manually-Created Visits to SourceVisits, Sync Batchcustom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge - Load TempBatchVisitssql
load_visits__load_tempbatchvisits.sqldisabled✨ Builds a temporary table of scheduled visits with insurance details and batch flags to determine eligibility check requirements.writesTempBatchVisits - CheckBenefitsflowVerifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.auto query
- Wait for 30 secondssql
load_visits__wait_for_30_seconds.sqldisabled✨ Pauses the pipeline execution for thirty seconds to allow preceding processes or external dependencies to complete. - Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.· reads
CommonDataEligibilityTxnTempBatchVisitsTempVisitBatchInsertTimecustom queryDISABLED - AutoApplyBenefitsAutoApplyBenefitsPopulates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
- CalculateVisitsflowCompute the good-faith estimate (CalculateVisits).· reads
DimensionMemberTempVisitDeltaVisitBatch↳ feeds from Load TempVisitDelta, Load Visitscustom querycalculate chargesupdate dimensionsbatch mode - Load TempAuthFlagssql
load_visits__load_tempauthflags.sql✨ Builds a temporary table flagging visits that require or have obtained prior authorization based on appointment and visit data.writesTempAuthFlags - Load TempVisitCoverageFlagsql
load_visits__load_tempvisitcoverageflag.sql✨ Builds a temporary table identifying the most recent insurance coverage and eligibility status for upcoming scheduled visits.writesTempVisitCoverageFlag· readsEligibilityStatusMapEligibilityTxnSourceVisitInsuranceTempVisitDeltaVisitBatch↳ feeds from Load TempVisitDelta, Load Visits - ExportBatchVisitEligibilityflowPush the batch to the app / export results.· reads
EligibilityTxnvisitbatch↳ feeds from Load Visitsauto querytable name=BatchVisitEligibility - Update-Visit-Customproperties-PrimaryCoverageStatusUpdate-Visit-Customproperties-PrimaryCoverageStatus· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch↳ feeds from Load Visits, Sync Batchentity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode - Update-Visit-Customproperties-SecondaryCoverageStatusUpdate-Visit-Customproperties-SecondaryCoverageStatus· reads
CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch↳ feeds from Load Visits, Sync Batchentity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode - Update-Visit-Customproperties-AuthorizationStatusUpdate-Visit-Customproperties-AuthorizationStatus· reads
TempAuthFlagsVisitBatch↳ feeds from Load TempAuthFlags, Load Visitsentity=Visitcustom property key=AuthorizationStatuscustom querybatch mode - Update-Visit-Customproperties-HasMedicarePartCCoverageUpdate-Visit-Customproperties-HasMedicarePartCCoverage· reads
EligibilityTxnVisitBatch↳ feeds from Load Visitsentity=Visitcustom property key=HasMedicarePartCCoveragecustom querybatch mode - Update-Visit-Customproperties-HasMismatchedMemberIDUpdate-Visit-Customproperties-HasMismatchedMemberID· reads
BatchVisitEligibilityEligibilityTxnVisitBatch↳ feeds from Load Visitsentity=Visitcustom property key=HasMismatchedMemberIDcustom querybatch mode - AutoSendLettersAutoSendLettersGenerates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.
- Sync BatchSyncBatchSynchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.writes
CustomPropertyMapQuoteVisitVisitChangeEvent· readsCustomPropertyMapBatchQuoteBatchVisitBatchVisitChangeEventBatch↳ feeds from Load Visitssync quotesync visitsync custom property mapsync visit change event - Extract Detailed Benefit ReturnflowPush the batch to the app / export results.· reads
EligibilityTxnSourceBenefitDetail↳ feeds from Load SourceBenefitDetailcustom querytable name=TempBenefitDetail - Load SourceBenefitDetailsql
load_visits__load_sourcebenefitdetail.sql✨ Loads detailed insurance benefit information into the source table and ranks eligibility transactions by their most recent status.writesSourceBenefitDetail· readsEligibilityTxnSourceBenefitDetailTempBenefitDetailVisit↳ feeds from Match Manually-Created Visits to SourceVisits, Sync Batch - Load VisitLoadHistorysql
load_visits__load_visitloadhistory.sql✨ Records the current timestamp to track when the visit data loading process was last executed.writesVisitLoadHistory ▶Load-Visit-Factsub-job · 2↗
- Create Visit Factsql
load_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. - Load Visit Factsql
load_visit_fact__load_visit_fact.sql✨ Updates the visit fact table with recent activity regarding payments, eligibility requests, and patient letters for reporting and analysis.writesVisitFact· readsEligibilityStatusMapEligibilityTxnPatientLetterPaymentTxnVisit
- UpdateDashboardTablesUpdateDashboardTablesRegenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.
- Data-Integrity-Reportsub-job
markers
Why it classified as flow
Front-of-house actions found anywhere in the tree (including nested sub-jobs).