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-Transform-RemitData
18 tasks · USDH
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 TransformRemitsql
load_transform_remitdata__load_transformremit.sql✨ Standardizes remittance claim data by mapping filing indicators and calculating sequence ordinals for payment tracking.writesTransformRemit· readsTxn835Txn835ClaimPaymentTxn835ClaimPaymentLineTxn835ClaimPaymentOtherClaimAmount - Load TempRemitCOBsql
load_transform_remitdata__load_tempremitcob.sql✨ Calculates and updates the coordination of benefits sequence and claim ranking for remittance records.writesTempRemitCOBTransformRemit· readsTempRemitCOB - Load TransformRemitAdjustmentsql
load_transform_remitdata__load_transformremitadjustment.sql✨ Loads claim and line-level adjustments by unpivoting reason codes and amounts from electronic remittance advice transactions.writesTransformRemitAdjustment· readsTransformRemitTxn835ClaimAdjustment↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitLinesql
load_transform_remitdata__load_transformremitline.sql✨ Builds standardized remittance line items by processing service dates, procedure codes, and unique charge matching identifiers.writesTransformRemitLine· readsTransformRemitTxn835ClaimPaymentLine↳ feeds from Load TempRemitCOB, Load TransformRemit - Load TransformRemitAdjustmentAggregatesql
load_transform_remitdata__load_transformremitadjustmentaggregate.sql✨ Aggregates claim adjustments to identify and categorize initial and current denials based on standardized reason code rollups.writesTransformRemitAdjustmentAggregate· readsAdjustmentCodeRollupTransformRemitTransformRemitAdjustmentTransformRemitLine↳ feeds from Load TempRemitCOB, Load TransformRemit, Load TransformRemitAdjustment, Load TransformRemitLine - Load TransformChargeTransactionMeasuresql
load_transform_remitdata__load_transformchargetransactionmeasure.sql✨ Aggregates financial metrics and denial categories at the charge level to support transaction measurement and reporting.writesTransformChargeTransactionMeasure· readsTransformRemitTransformRemitAdjustmentAggregateTransformRemitLine↳ feeds from Load TempRemitCOB, Load TransformRemit, Load TransformRemitAdjustmentAggregate, Load TransformRemitLine - Load TransformTxn837sql
load_transform_remitdata__load_transformtxn837.sql✨ Loads and transforms outbound claim header data, determining bill types and mapping patient, subscriber, and provider information.writesTransformTxn837· readsTxn837PTxn837PServiceLine - Load TransformTxn837Linesql
load_transform_remitdata__load_transformtxn837line.sql✨ Loads transformed service line details for outbound claims, including procedure codes, modifiers, and rendering provider information.writesTransformTxn837Line· readsTransformTxn837Txn837PServiceLine↳ feeds from Load TransformTxn837 - Load TransformAccountsql
load_transform_remitdata__load_transformaccount.sql✨ Builds a unified account view by consolidating encounter, provider, and multi-payer insurance information from claim transactions.writesTransformAccount· readsEDIFacilityMapTransformTxn837↳ feeds from Load TransformTxn837 - Load TransformChargesql
load_transform_remitdata__load_transformcharge.sql✨ Loads detailed service line charges by mapping procedure codes, modifiers, and units while generating unique keys for charge matching.writesTransformCharge· readsTransformAccountTransformTxn837TransformTxn837Line↳ feeds from Load TransformAccount, Load TransformTxn837, Load TransformTxn837Line - Merge TransformPatientsql
load_transform_remitdata__merge_transformpatient.sql✨ Updates or inserts patient demographic records using the most recent contact and identity information found in claim transaction data.writesTransformPatient· readsTransformTxn837↳ feeds from Load TransformTxn837 - Load TempTransactions (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactions_for_revfind_recovery.sql✨ Builds a temporary table of payment and adjustment transactions by combining remittance line and adjustment data for recovery analysis.writesTempTransactions· readsTempTransactions - Load TempTransactionsAgg (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsagg_for_revfind_recovery.sql✨ Aggregates transaction data into a temporary table, calculating sums for payments, contracts, patient responsibility, and denials at the claim level.writesTempTransactionsAgg - Load TempTransactionsAggTotal (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsaggtotal_for_revfind_recovery.sql✨ Summarizes aggregated transaction data to provide total amounts and initial versus current denial categories for each claim and charge match.writesTempTransactionsAggTotal - Load TempTransactionsAggTotalFinal (for RevFind Recovery)sql
load_transform_remitdata__load_temptransactionsaggtotalfinal_for_revfind_recovery.sqldisabled✨ Produces the final consolidated summary of financial metrics, including total paid, denied, and adjusted amounts for each claim line.writesTempTransactionsAggTotalFinal - Update TransformChargeTransactionMeasure (for RevFind Recovery)sql
load_transform_remitdata__update_transformchargetransactionmeasure_for_revfind_recovery.sqldisabled✨ Updates the charge transaction measurement table with final calculated payment, patient responsibility, and contract adjustment totals for recovery tracking.· readsTempTransactionsAggTotalFinalTransformChargeTransactionMeasuret - Append PatientID on TransformAccountsql
load_transform_remitdata__append_patientid_on_transformaccount.sql✨ Updates account records with patient identifiers by matching claim transaction details against existing patient mapping data.· readsTransformAccountTransformPatientTransformTxn837ta↳ feeds from Append TransformPatient, Second Append of PatientID to TransformAccount, Load TransformAccount, Load TransformTxn837, Merge TransformPatient - Append TransformPatient, Second Append of PatientID to TransformAccountsql
load_transform_remitdata__append_transformpatient_second_append_of_patientid_to_transformaccount.sql✨ Updates the patient master list and assigns patient identifiers to accounts using encounter and practice information.writesTempTransformPatientTransformPatient· readsTempTransformPatientTransformAccountta↳ feeds from Load TransformAccount