sub-job

StrideCare · Flow-HL7-Processing-LoadVisits

called by Flow-HL7-Processing

sub-job StrideCare/Flow-HL7-Processing-LoadVisits · db StrideCare_ProdMirror · updated 2026-06-22

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

Flow-HL7-Processing-LoadVisits

20 tasks · StrideCare

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 TempBatchVisitsqlflow_hl7_processing_loadvisits__load_tempbatchvisit.sqldisabled
✨ Builds a temporary batch table to identify upcoming visits requiring initial or follow-up insurance eligibility and benefit verification.
writes TempBatchVisitVisitEligServiceTypesVisitServiceTypes · reads DimensionMemberTempBatchVisitTransformVisitTransformVisitInsuranceTransformVisitInsuranceCoverageStatusVisitEligServiceTypesVisitServiceTypes
Augment Visit Deltasqlflow_hl7_processing_loadvisits__augment_visit_delta.sqldisabled
✨ Updates the visit delta table by adding records flagged as requiring new insurance eligibility lookups from the batch process.
writes VisitDelta · reads TempBatchVisitVisitDelta
ReprocessChangedConfigurationsReprocessChangedConfigurations
Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.
reprocess visits
Augment VisitDelta - ReprocessChangedConfigssqlflow_hl7_processing_loadvisits__augment_visitdelta_reprocesschangedconfigs.sql
✨ Builds a lookup for visits requiring reprocessing and adds them to the change tracking table following configuration updates.
writes VisitDeltaVisitKeyLookup · reads TransformVisitVisitDeltaVisitKeyLookup
LoadVisitBatchLoadVisitBatch
Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.
writes QuoteBatchVisitBatch · reads FacilityInsuranceMapPatientTransformVisitTransformVisitInsuranceVisitVisitDelta
↳ feeds from Augment VisitDelta - ReprocessChangedConfigs, Sync Visits and Quotes
custom visit queryauto charge querycustom service type querycustom coverage queryadd zero charge
▶Flow-HL7-Processing-LoadCustomPropertiessub-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
AutoApplyBundlesToVisitBatchAutoApplyBundlesToVisitBatch
Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.
CheckBenefitsflow
Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.
auto query
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
AutoApplyBenefitsAutoApplyBenefits
Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.
CalculateVisitsflow
Compute the good-faith estimate (CalculateVisits).
· reads DimensionMemberVisitBatch
↳ feeds from LoadVisitBatch
custom querycalculate chargesbatch mode
LogVisitChangeEventsBatchLogVisitChangeEventsBatch
Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.
Load TransformVisitInsuranceCoverageStatussqlflow_hl7_processing_loadvisits__load_transformvisitinsurancecoveragestatus.sql
✨ Loads insurance coverage status by calculating the latest eligibility transaction results for visits in the current batch.
writes TempEligibilityStatsTransformVisitInsuranceCoverageStatus · reads TempEligibilityStatsTransformVisitInsuranceVisitBatch
↳ feeds from LoadVisitBatch
▶Flow-HL7-Processing-CustomPropertyCoverageStatussub-job · 3↗
1. Load Primary Coverage StatusUpdateCustomPropertyFromQuery
  · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
  entity=Visitcustom property key=PrimaryCoverageStatuscustom querybatch mode
2. Load Secondary Coverage StatusUpdateCustomPropertyFromQuery
  · reads CustomPropertyMapEligibilityTxnVisitBatchVisitCoverageBatch
  entity=Visitcustom property key=SecondaryCoverageStatuscustom querybatch mode
3. Load Tertiary Coverage StatusUpdateCustomPropertyFromQuerydisabled
  · reads TransformVisitInsuranceCoverageStatusVisitBatch
  entity=Visitcustom property key=TertiaryCoverageStatuscustom querybatch modeDISABLED
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
ExportBatchVisitEligibilityflowdisabled
Push the batch to the app / export results.
· reads EligibilityTxnVisitBatch
custom querytable name=BatchEligibility_Resultsarchive table name=BatchEligibility_ResultsArchiveDISABLED
SearchForInsuranceflowdisabled
Find coverage for visits missing insurance.
· reads EligibilityTxnBatch
custom querytable name=InsuranceSearch_Resultbatch modeDISABLED
Generate-Reportsub-jobdisabled
Load-Visit-Factsub-jobdisabled
Update-Dashboard-Tablessub-jobdisabled