fix: AI claims/preauths keep all codes past 10; reuse CCA/DentalHub Chrome

- Claim form: AI claim/preauth prefill adds rows beyond the initial 10
  instead of dropping codes 11+
- CDT lookup: "D6010 #5, 9, 11, 12" expands to one line per tooth, and
  the chat graph rebuilds such lists from the message if the LLM drops items
- Eligibility: match an existing patient by name+DOB when the insurance ID
  changed (e.g. MassHealth → CCA) instead of creating a duplicate patient
- CCA PreAuth: services grid scrolls to reach rows 11+
- CCA and Tufts SCO PreAuth: tentative service date = today + 3 days
- CCA (eligibility/claim/preauth) and DentalHub (claim/preauth): keep Chrome
  open, blank and minimized, after a job so the next job reuses it

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

apps/Backend/src/ai/cdt-lookup.ts

@@ -630,6 +630,27 @@ function expandCompositeLists(procedureNames: string[]): string[] {
   return out;
 }
 
+// Explicit code + tooth list with no surfaces, e.g. "D6010 #5, 9 , 11, 12" or "D6057 #5 #9 and 11"
+const CODE_TOOTH_LIST_RE =
+  /\b(D\d{4})\s*#\s*(\d{1,2}(?:\s*(?:,|&|\band\b)?\s*#?\s*\d{1,2})*)\b(?!\s*[OMDBLFIV]{1,5}\b)/gi;
+
+/**
+ * Split explicit CDT codes followed by a tooth list into one entry per tooth.
+ * Returns null when the text has no code with more than one tooth.
+ * e.g. "D6010 #5, 9, 11, 12 D6057 #5, 9" → ["D6010 #5", "D6010 #9", "D6010 #11", "D6010 #12", "D6057 #5", "D6057 #9"]
+ */
+export function expandCodeToothLists(text: string): string[] | null {
+  const out: string[] = [];
+  let multi = false;
+  for (const m of text.matchAll(CODE_TOOTH_LIST_RE)) {
+    const code = m[1]!.toUpperCase();
+    const teeth = m[2]!.match(/\d{1,2}/g) ?? [];
+    if (teeth.length > 1) multi = true;
+    for (const t of teeth) out.push(`${code} #${t}`);
+  }
+  return multi ? out : null;
+}
+
 /**
  * Map an array of free-text procedure names to CDT codes.
  * customAliases (from DB) are checked before the hardcoded ALIAS_MAP.
@@ -648,7 +669,14 @@ export function lookupCdtCodes(
   // Pontics with no stated material — re-coded below to match the crowns
   const inferredPontics: CdtMatch[] = [];
 
-  const results = expandCompositeLists(procedureNames).flatMap((name): (CdtMatch | { code: null; description: string; input: string })[] => {
+  // Only split an entry that is nothing but code + tooth lists, so no other text is lost
+  const expandedNames = procedureNames.flatMap((n) => {
+    const split = expandCodeToothLists(n);
+    const rest = n.replace(CODE_TOOTH_LIST_RE, "").replace(/[\s,;&]|\band\b/gi, "");
+    return split && rest === "" ? split : [n];
+  });
+
+  const results = expandCompositeLists(expandedNames).flatMap((name): (CdtMatch | { code: null; description: string; input: string })[] => {
     const cleaned = name.trim().toLowerCase();
 
     // If the LLM emitted a bare tooth-number token like "# 32" or "#32" with no procedure,

apps/Backend/src/ai/internal-chat-graph.ts

@@ -1,4 +1,5 @@
 import { getLlm, type AiProvider } from "./llm-factory";
+import { expandCodeToothLists } from "./cdt-lookup";
 
 // ─── Intent types ─────────────────────────────────────────────────────────────
 
@@ -254,6 +255,24 @@ function restoreBarePaCount(message: string, names: string[]): string[] {
   return kept;
 }
 
+// "D6010 #5, 9, 11, 12 D6057 #5, 9, 11, 12" — the LLM can drop or merge items when
+// splitting long tooth lists, so rebuild those entries from the message itself.
+export function restoreCodeToothLists(message: string, names: string[]): string[] {
+  const expanded = expandCodeToothLists(message);
+  if (!expanded) return names;
+  const codes = new Set(expanded.map((e) => e.split(" ")[0]!));
+  const isCovered = (n: string) => {
+    const s = n.trim();
+    if (/^#?\s*\d{1,2}$/.test(s)) return true; // stray tooth number from the split
+    const m = s.match(/^(D\d{4})\b/i);
+    return !!m && codes.has(m[1]!.toUpperCase());
+  };
+  const first = names.findIndex(isCovered);
+  const kept = names.filter((n) => !isCovered(n));
+  kept.splice(first === -1 ? kept.length : first, 0, ...expanded);
+  return kept;
+}
+
 function parseBareIdDob(message: string): { memberId: string; dob: string } | null {
   const text = message.trim();
   const dobPattern = /(\d{1,2}[\/\-]\d{1,2}[\/\-]\d{4})/;
@@ -347,6 +366,7 @@ export async function classifyInternalChat(
     const parsed = JSON.parse(jsonStr) as ChatClassification;
     if (!parsed.intent || !parsed.fallbackReply) return fallback;
     if (parsed.procedureNames) parsed.procedureNames = restoreBarePaCount(message, parsed.procedureNames);
+    if (parsed.procedureNames) parsed.procedureNames = restoreCodeToothLists(message, parsed.procedureNames);
     return parsed;
   } catch (err) {
     const msg = err instanceof Error ? err.message : String(err);

apps/Backend/src/queue/processors/_shared.ts

@@ -125,6 +125,15 @@ export async function createOrUpdatePatientByInsuranceId(options: {
         console.log(`[createOrUpdatePatient] id-only fallback (no DOB on record): found id=${patient.id}`);
       }
     }
+    if (!patient && incomingFirst && incomingLast) {
+      // Same person whose insurance changed (e.g. MassHealth → CCA): match by
+      // name+DOB and move them to the new insuranceId instead of duplicating.
+      const byNameDob = await storage.getPatientByNameAndDob(incomingFirst, incomingLast, dobDate);
+      if (byNameDob) {
+        patient = byNameDob;
+        console.log(`[createOrUpdatePatient] name+DOB fallback: found id=${patient.id} (insuranceId "${patient.insuranceId}" → "${normalizedId}")`);
+      }
+    }
   } else {
     // No DOB supplied — fall back to insuranceId-only (legacy / non-family plans)
     patient = await storage.getPatientByInsuranceId(normalizedId);
@@ -138,6 +147,7 @@ export async function createOrUpdatePatientByInsuranceId(options: {
     if (incomingLast && String(patient.lastName ?? "").trim() !== incomingLast)
       updates.lastName = incomingLast;
     if (dobDate && !patient.dateOfBirth) updates.dateOfBirth = dobDate;
+    if (String(patient.insuranceId ?? "") !== normalizedId) updates.insuranceId = normalizedId;
     if (Object.keys(updates).length > 0) {
       console.log(`[createOrUpdatePatient] updating patient id=${patient.id} with`, updates);
       await storage.updatePatient(patient.id, updates);

apps/Backend/src/storage/patients-storage.ts

@@ -12,6 +12,7 @@ export interface IStorage {
   getPatientByInsuranceId(insuranceId: string): Promise<Patient | null>;
   getPatientByInsuranceIdAndDob(insuranceId: string, dob: Date): Promise<Patient | null>;
   getPatientByInsuranceIdNoDob(insuranceId: string): Promise<Patient | null>;
+  getPatientByNameAndDob(firstName: string, lastName: string, dob: Date): Promise<Patient | null>;
   getAllPatients(): Promise<Patient[]>;
   getRecentPatients(limit: number, offset: number): Promise<Patient[]>;
   getPatientsByIds(ids: number[]): Promise<Patient[]>;
@@ -81,6 +82,21 @@ export const patientsStorage: IStorage = {
     });
   },
 
+  async getPatientByNameAndDob(firstName: string, lastName: string, dob: Date): Promise<Patient | null> {
+    const startOfDay = new Date(dob);
+    startOfDay.setHours(0, 0, 0, 0);
+    const endOfDay = new Date(dob);
+    endOfDay.setHours(23, 59, 59, 999);
+    return db.patient.findFirst({
+      where: {
+        firstName: { equals: firstName, mode: "insensitive" },
+        lastName: { equals: lastName, mode: "insensitive" },
+        dateOfBirth: { gte: startOfDay, lte: endOfDay },
+      },
+      orderBy: { updatedAt: "desc" },
+    });
+  },
+
   async getRecentPatients(limit: number, offset: number): Promise<Patient[]> {
     return db.patient.findMany({
       skip: offset,

apps/Frontend/src/components/claims/claim-form.tsx

@@ -576,16 +576,26 @@ export function ClaimForm({
         const date = serviceDate ? serviceDate : prev.serviceDate;
         const updatedLines = [...prev.serviceLines];
         codes.forEach((c, i) => {
-          if (i < updatedLines.length) {
+          // The form starts with 10 blank rows — add rows for codes beyond that
-            updatedLines[i] = {
+          const base = updatedLines[i] ?? {
-              ...updatedLines[i]!,
+            procedureCode: "",
-              procedureCode: c.code,
+            procedureDate: date,
-              procedureDate: date,
+            quad: "",
-              ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
+            arch: "",
-              ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+            toothNumber: "",
-              ...(c.quad ? { quad: c.quad } : {}),
+            toothSurface: "",
-            };
+            totalBilled: new Decimal(0),
-          }
+            totalAdjusted: new Decimal(0),
+            totalPaid: new Decimal(0),
+          };
+          updatedLines[i] = {
+            ...base,
+            procedureCode: c.code,
+            procedureDate: date,
+            ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
+            ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+            ...(c.quad ? { quad: c.quad } : {}),
+          };
         });
         return { ...prev, serviceLines: updatedLines };
       });
@@ -620,16 +630,26 @@ export function ClaimForm({
         const insuranceSiteKey = siteKey ? siteKey.replace(/_/g, "").toLowerCase() : prev.insuranceSiteKey;
         const updatedLines = [...prev.serviceLines];
         codes.forEach((c, i) => {
-          if (i < updatedLines.length) {
+          // The form starts with 10 blank rows — add rows for codes beyond that
-            updatedLines[i] = {
+          const base = updatedLines[i] ?? {
-              ...updatedLines[i]!,
+            procedureCode: "",
-              procedureCode: c.code,
+            procedureDate: date,
-              procedureDate: date,
+            quad: "",
-              ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
+            arch: "",
-              ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+            toothNumber: "",
-              ...(c.quad ? { quad: c.quad } : {}),
+            toothSurface: "",
-            };
+            totalBilled: new Decimal(0),
-          }
+            totalAdjusted: new Decimal(0),
+            totalPaid: new Decimal(0),
+          };
+          updatedLines[i] = {
+            ...base,
+            procedureCode: c.code,
+            procedureDate: date,
+            ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
+            ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+            ...(c.quad ? { quad: c.quad } : {}),
+          };
         });
         const filled = { ...prev, insuranceSiteKey, serviceLines: updatedLines };
         return mapPricesForForm({

apps/SeleniumService/helpers_cca_claim.py

@@ -50,11 +50,22 @@ def _close_browser(bot):
             bm.save_cookies()
         except Exception:
             pass
-        try:
+        # Keep Chrome open (blank + minimized) so the next CCA job reuses it — faster
-            bm.quit_driver()
+        # than starting a new browser. get_driver() recreates it if it was closed.
-            print("[CCA Claim] Browser closed")
+        if bot and bot.driver:
-        except Exception:
+            try:
-            pass
+                bot.driver.get("about:blank")
+            except Exception:
+                pass
+            try:
+                bot.driver.minimize_window()
+                print("[CCA Claim] Browser kept open (minimized)")
+            except Exception:
+                try:
+                    bot.driver.set_window_position(-10000, -10000)
+                    print("[CCA Claim] Browser kept open (moved off-screen)")
+                except Exception:
+                    pass
     except Exception as e:
         print(f"[CCA Claim] Could not close browser: {e}")
 

apps/SeleniumService/helpers_cca_eligibility.py

@@ -51,11 +51,22 @@ def _close_browser(bot):
             bm.save_cookies()
         except Exception:
             pass
-        try:
+        # Keep Chrome open (blank + minimized) so the next CCA job reuses it — faster
-            bm.quit_driver()
+        # than starting a new browser. get_driver() recreates it if it was closed.
-            print("[CCA] Browser closed")
+        if bot and bot.driver:
-        except Exception:
+            try:
-            pass
+                bot.driver.get("about:blank")
+            except Exception:
+                pass
+            try:
+                bot.driver.minimize_window()
+                print("[CCA] Browser kept open (minimized)")
+            except Exception:
+                try:
+                    bot.driver.set_window_position(-10000, -10000)
+                    print("[CCA] Browser kept open (moved off-screen)")
+                except Exception:
+                    pass
     except Exception as e:
         print(f"[CCA] Could not close browser: {e}")
 

apps/SeleniumService/helpers_cca_preauth.py

@@ -50,11 +50,22 @@ def _close_browser(bot):
             bm.save_cookies()
         except Exception:
             pass
-        try:
+        # Keep Chrome open (blank + minimized) so the next CCA job reuses it — faster
-            bm.quit_driver()
+        # than starting a new browser. get_driver() recreates it if it was closed.
-            print("[CCA PreAuth] Browser closed")
+        if bot and bot.driver:
-        except Exception:
+            try:
-            pass
+                bot.driver.get("about:blank")
+            except Exception:
+                pass
+            try:
+                bot.driver.minimize_window()
+                print("[CCA PreAuth] Browser kept open (minimized)")
+            except Exception:
+                try:
+                    bot.driver.set_window_position(-10000, -10000)
+                    print("[CCA PreAuth] Browser kept open (moved off-screen)")
+                except Exception:
+                    pass
     except Exception as e:
         print(f"[CCA PreAuth] Could not close browser: {e}")
 

apps/SeleniumService/helpers_uniteddh_claim.py

@@ -297,13 +297,14 @@ async def start_uniteddh_claim_run(sid: str, data: dict, url: str):
         s["result"] = result
         s["message"] = "completed"
 
-        # Close browser window (session preserved in profile via UnitedSCO browser manager)
+        # Keep Chrome open (blank + minimized) so the next job reuses it — faster than
+        # starting a new browser. The browser manager recreates it if it was closed.
         try:
-            from unitedsco_browser_manager import get_browser_manager as _gbm
+            bot.driver.get("about:blank")
-            _gbm().quit_driver()
+            bot.driver.minimize_window()
-            print("[UnitedDH Claim] Browser closed - session preserved in profile")
+            print("[UnitedDH Claim] Browser kept open (minimized)")
-        except Exception as close_err:
+        except Exception as hide_err:
-            print(f"[UnitedDH Claim] Could not close browser (non-fatal): {close_err}")
+            print(f"[UnitedDH Claim] Could not minimize browser (non-fatal): {hide_err}")
 
         asyncio.create_task(_remove_session_later(sid, 60))
         return result

apps/SeleniumService/helpers_uniteddh_preauth.py

@@ -294,13 +294,14 @@ async def start_uniteddh_preauth_run(sid: str, data: dict, url: str):
         s["result"] = result
         s["message"] = "completed"
 
-        # Close browser window (session preserved in profile via UnitedSCO browser manager)
+        # Keep Chrome open (blank + minimized) so the next job reuses it — faster than
+        # starting a new browser. The browser manager recreates it if it was closed.
         try:
-            from unitedsco_browser_manager import get_browser_manager as _gbm
+            bot.driver.get("about:blank")
-            _gbm().quit_driver()
+            bot.driver.minimize_window()
-            print("[UnitedDH PreAuth] Browser closed - session preserved in profile")
+            print("[UnitedDH PreAuth] Browser kept open (minimized)")
-        except Exception as close_err:
+        except Exception as hide_err:
-            print(f"[UnitedDH PreAuth] Could not close browser (non-fatal): {close_err}")
+            print(f"[UnitedDH PreAuth] Could not minimize browser (non-fatal): {hide_err}")
 
         asyncio.create_task(_remove_session_later(sid, 60))
         return result

apps/SeleniumService/selenium_CCA_eligibilityCheckWorker.py

@@ -45,11 +45,14 @@ class AutomationCCAEligibilityCheck:
             browser_manager.save_cookies()
         except Exception as e:
             print(f"[CCA] Failed to save cookies before close: {e}")
+        # Keep Chrome open (blank + minimized) so the next CCA job reuses it — faster
+        # than starting a new browser. get_driver() recreates it if it was closed.
         try:
-            browser_manager.quit_driver()
+            self.driver.get("about:blank")
-            print("[CCA] Browser closed")
+            self.driver.minimize_window()
+            print("[CCA] Browser kept open (minimized)")
         except Exception as e:
-            print(f"[CCA] Could not close browser: {e}")
+            print(f"[CCA] Could not minimize browser: {e}")
 
     def _force_logout(self):
         try:

apps/SeleniumService/selenium_CCA_preAuthWorker.py

@@ -9,7 +9,7 @@ import re
 import json
 import base64
 import tempfile
-from datetime import date
+from datetime import date, timedelta
 
 from cca_browser_manager import get_browser_manager
 
@@ -34,10 +34,10 @@ class AutomationCCAPreAuth:
         self.cca_password = claim.get("cca_password", "") or raw.get("cca_password", "")
         self.memberId = claim.get("memberId", "")
         self.dateOfBirth = claim.get("dateOfBirth", "")
-        # PreAuth uses tentative service date; falls back to serviceDate for compatibility
+        # PreAuth tentative service date: 3 days after today unless one is given explicitly
         self.serviceDate = (
             claim.get("tentativeServiceDate")
-            or claim.get("serviceDate", "")
+            or (date.today() + timedelta(days=3)).isoformat()
         )
         self.firstName = claim.get("firstName", "") or first_name
         self.lastName = claim.get("lastName", "") or last_name
@@ -677,17 +677,35 @@ class AutomationCCAPreAuth:
                 print(f"[CCA PreAuth step3] Line {idx+1}: code={code}, tooth={tooth}, billed={billed_str}")
 
                 # Find the row element scoped to Services grid
+                # The grid shows 10 rows; rows 11+ sit below its inner scrollbar.
+                # Scroll the grid's content pane down and retry if the row isn't found yet.
                 row_el = None
-                for xpath in [
+                for _scroll_try in range(4):
-                    f"//div[@id='Services']//tr[@aria-rowindex='{row_idx}']",
+                    for xpath in [
-                    f"//div[@id='Services']//div[contains(@class,'e-gridcontent')]//tbody/tr[{idx+1}]",
+                        f"//div[@id='Services']//tr[@aria-rowindex='{row_idx}']",
-                    f"//div[@id='Services']//div[contains(@class,'e-content')]//tr[{idx+1}]",
+                        f"//div[@id='Services']//div[contains(@class,'e-gridcontent')]//tbody/tr[{idx+1}]",
-                ]:
+                        f"//div[@id='Services']//div[contains(@class,'e-content')]//tr[{idx+1}]",
-                    try:
+                    ]:
-                        row_el = self.driver.find_element(By.XPATH, xpath)
+                        try:
+                            row_el = self.driver.find_element(By.XPATH, xpath)
+                            break
+                        except Exception:
+                            continue
+                    if row_el:
                         break
+                    try:
+                        self.driver.execute_script(
+                            "var c=document.querySelector('#Services .e-content');"
+                            "if(c){c.scrollTop=c.scrollTop+c.clientHeight;}")
+                        time.sleep(0.6)
                     except Exception:
-                        continue
+                        pass
+                if row_el:
+                    try:
+                        self.driver.execute_script(
+                            "arguments[0].scrollIntoView({block:'nearest',inline:'nearest'});", row_el)
+                    except Exception:
+                        pass
 
                 if not row_el:
                     print(f"[CCA PreAuth step3] WARNING: row {idx+1} not found — skipping")

apps/SeleniumService/selenium_TuftsSCO_preAuthWorker.py

@@ -19,6 +19,7 @@ import base64
 import re
 
 from dentaquest_browser_manager import get_browser_manager
+from datetime import date, timedelta
 
 MEMBERS_URL = "https://providers.dentaquest.com/members"
 
@@ -37,7 +38,11 @@ class AutomationTuftsSCOPreAuth:
         self.dateOfBirth = claim.get("dateOfBirth", "")
         self.firstName = claim.get("firstName", "")
         self.lastName = claim.get("lastName", "")
-        self.serviceDate = claim.get("serviceDate", "")
+        # PreAuth tentative service date: 3 days after today unless one is given explicitly
+        self.serviceDate = (
+            claim.get("tentativeServiceDate")
+            or (date.today() + timedelta(days=3)).isoformat()
+        )
         self.serviceLines = claim.get("serviceLines", [])
         self.claimFiles = claim.get("claimFiles", [])
         self.patientName = claim.get("patientName", "")