feat: Preauth column for AI claims; searchable policy holder + ADA box 18; 2PA fix

- Schedule: last column is the Preauth column; "Claim for Column with AI" is now "Claim/Preauth for Column with AI" — that column's appointments go to PreAuth (MH, CCA, Tufts SCO, United/DentalHub; other insurances are skipped), the rest to Claim. Preauthorized appointments (hasPreauth) aren't resubmitted - PreAuth payloads carry appointmentId; appointment X-rays/attachments are sent with MH/CCA/UnitedDH/Tufts preauths (shared appendAppointmentFiles helper) - Patient form: policy holder is searchable from patients in the DB, plus "Relationship to Policy Holder/Subscriber" (Self, Spouse, Dependent Child, Other). New Patient columns policyHolderPatientId, policyHolderRelationship; browser-side schema updated so the fields aren't stripped on save - ADA form: box 12-14 filled from the linked policy holder's record; box 18 ticks the relationship (Self when the patient is the holder) - AI notes: a bare "2PA" is an image count, not tooth #2 — restored before CDT lookup so it maps to D0220 #8 / D0230 #24 Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 21:09:51 -04:00
parent c3efdc7f8e
commit 44a1a41efa
261 changed files with 2159 additions and 195 deletions
@@ -56,40 +56,42 @@ model User {
 }

 model Patient {
-  id                  Int                    @id @default(autoincrement())
-  firstName           String
-  lastName            String
-  dateOfBirth         DateTime?              @db.Date
-  gender              String
-  phone               String
-  email               String?
-  address             String?
-  city                String?
-  state               String?                @default("MA")
-  zipCode             String?
-  insuranceProvider   String?
-  insuranceId         String?
-  groupNumber         String?
-  policyHolder        String?
-  allergies           String?
-  medicalConditions   String?
-  preferredLanguage   String?                @default("English")
-  status              PatientStatus          @default(UNKNOWN)
-  remainingBenefit    String?
-  thirdPartyInsurance String?
-  userId              Int
-  createdAt           DateTime               @default(now())
-  updatedAt           DateTime               @updatedAt
-  user                User                   @relation(fields: [userId], references: [id])
-  appointments        Appointment[]
-  procedures          AppointmentProcedure[]
-  claims              Claim[]
-  groups              PdfGroup[]
-  payment             Payment[]
-  communications      Communication[]
-  documents           PatientDocument[]
-  conversation        PatientConversation?
-  cloudFolders        CloudFolder[]          @relation("PatientCloudFolder")
+  id                       Int                    @id @default(autoincrement())
+  firstName                String
+  lastName                 String
+  dateOfBirth              DateTime?              @db.Date
+  gender                   String
+  phone                    String
+  email                    String?
+  address                  String?
+  city                     String?
+  state                    String?                @default("MA")
+  zipCode                  String?
+  insuranceProvider        String?
+  insuranceId              String?
+  groupNumber              String?
+  policyHolder             String?
+  policyHolderPatientId    Int? // patient record of the policy holder, when picked from the DB
+  policyHolderRelationship String? // ADA box 18: SELF | SPOUSE | DEPENDENT | OTHER
+  allergies                String?
+  medicalConditions        String?
+  preferredLanguage        String?                @default("English")
+  status                   PatientStatus          @default(UNKNOWN)
+  remainingBenefit         String?
+  thirdPartyInsurance      String?
+  userId                   Int
+  createdAt                DateTime               @default(now())
+  updatedAt                DateTime               @updatedAt
+  user                     User                   @relation(fields: [userId], references: [id])
+  appointments             Appointment[]
+  procedures               AppointmentProcedure[]
+  claims                   Claim[]
+  groups                   PdfGroup[]
+  payment                  Payment[]
+  communications           Communication[]
+  documents                PatientDocument[]
+  conversation             PatientConversation?
+  cloudFolders             CloudFolder[]          @relation("PatientCloudFolder")

  @@index([insuranceId])
  @@index([createdAt])