Task reference

Applies matching charge bundles to batch visits based on facility and insurance to ensure consistent pricing across service types.

Populates insurance benefits like copays and deductibles on batch visits using data from eligibility verification transactions.

Generates and sends patient cost estimate letters for visits in the batch table based on configured qualification and communication rules.

Generates and sends cost estimate letters for upcoming scheduled visits based on patient preferences and configured qualification criteria.

Resends patient cost estimate letters via email or SMS if they remain unviewed after a specified time interval.

Calculates patient account estimates across multiple facilities and insurance types to update pricing after contract or configuration changes.

Verifies insurance eligibility and retrieves detailed benefits information for visits by making real-time API calls to insurance providers.

Audits Good Faith Estimate compliance for batch visits and identifies records requiring resends based on federal timing regulations.

Downloads files from remote FTP or SFTP servers to local directories with support for archiving and parallel transfers.

Synchronizes data from external sources into target tables by performing batched insert, update, and delete operations based on keys.

Imports data from SQL Server or Snowflake queries into target tables using bulk copy operations with configurable loading modes.

Imports historical billing data from external systems into core account tables while preserving manual user modifications and application fields.

Imports delimited data files into database tables using predefined specifications for validation, loading, and optional file archiving.

Synchronize facility, provider, and insurance metadata into the dimension member table to refresh dashboard filters and reporting categories.

Load or update entity records from custom SQL query results into their corresponding system tables using intelligent merge logic.

Generate time-based fee schedules from pricing records to establish effective date ranges for facility and insurance billing combinations.

Parses and imports patient demographics, visits, and charges from HL7 message files located in a specified directory.

Synchronize insurance-specific dimension members from the insurance table to update contract and eligibility filtering options across the application.

Load scheduled visits and associated charges into the processing pipeline using custom SQL queries for pricing estimation and quote generation.

Compare batch visits against production records to detect and log specific property changes for auditing and compliance tracking.

Import delimited files by automatically detecting their structure and merging the data into source tables.

Calculates account estimates for queued scenario models to perform what-if analysis for contract modeling and pricing.

Identify and queue visits or accounts affected by configuration changes to ensure historical data reflects updated pricing or insurance rules.

Analyzes a delimited file's structure to automatically infer column definitions and save a reusable specification for future imports.

Exports pending patient letters as HL7 messages with PDF attachments to a local directory for transmission to external systems.

Synchronizes processed data from batch staging tables to production tables, updating visits, quotes, and custom property mappings.

Regenerates optimized aggregate tables for all dashboard reports and updates their definitions to reflect the latest source data.

Uploads files from local directories to remote FTP or SFTP servers with optional post-transfer archiving and deletion.

Assigns accounts or visits to workqueue stacks by evaluating matching criteria and updating item lists based on search terms.