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

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- 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>
This commit is contained in:
Gitead
2026-10-11 21:09:51 -04:00
co-authored by Claude Opus 5.5
parent c3efdc7f8e
commit 44a1a41efa
261 changed files with 2159 additions and 195 deletions
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packages/db/shared/schemas/groupByPatient.schema.d.ts
Vendored
+3 -3
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@@ -7,14 +7,14 @@ export declare const PatientGroupByZodSchema: z.ZodObject<{
having: z.ZodOptional<z.ZodType<Prisma.PatientScalarWhereWithAggregatesInput, z.ZodTypeDef, Prisma.PatientScalarWhereWithAggregatesInput>>;
take: z.ZodOptional<z.ZodNumber>;
skip: z.ZodOptional<z.ZodNumber>;
by: z.ZodArray<z.ZodEnum<["id", "firstName", "lastName", "dateOfBirth", "gender", "phone", "email", "address", "city", "state", "zipCode", "insuranceProvider", "insuranceId", "groupNumber", "policyHolder", "allergies", "medicalConditions", "preferredLanguage", "status", "remainingBenefit", "thirdPartyInsurance", "userId", "createdAt", "updatedAt"]>, "many">;
by: z.ZodArray<z.ZodEnum<["id", "firstName", "lastName", "dateOfBirth", "gender", "phone", "email", "address", "city", "state", "zipCode", "insuranceProvider", "insuranceId", "groupNumber", "policyHolder", "policyHolderPatientId", "policyHolderRelationship", "allergies", "medicalConditions", "preferredLanguage", "status", "remainingBenefit", "thirdPartyInsurance", "userId", "createdAt", "updatedAt"]>, "many">;
_count: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<true>, z.ZodType<Prisma.PatientCountAggregateInputType, z.ZodTypeDef, Prisma.PatientCountAggregateInputType>]>>;
_min: z.ZodOptional<z.ZodType<Prisma.PatientMinAggregateInputType, z.ZodTypeDef, Prisma.PatientMinAggregateInputType>>;
_max: z.ZodOptional<z.ZodType<Prisma.PatientMaxAggregateInputType, z.ZodTypeDef, Prisma.PatientMaxAggregateInputType>>;
_avg: z.ZodOptional<z.ZodType<Prisma.PatientAvgAggregateInputType, z.ZodTypeDef, Prisma.PatientAvgAggregateInputType>>;
_sum: z.ZodOptional<z.ZodType<Prisma.PatientSumAggregateInputType, z.ZodTypeDef, Prisma.PatientSumAggregateInputType>>;
}, "strict", z.ZodTypeAny, {
by: ("status" | "id" | "createdAt" | "userId" | "email" | "phone" | "updatedAt" | "dateOfBirth" | "insuranceProvider" | "city" | "state" | "zipCode" | "firstName" | "lastName" | "gender" | "address" | "insuranceId" | "groupNumber" | "policyHolder" | "allergies" | "medicalConditions" | "preferredLanguage" | "remainingBenefit" | "thirdPartyInsurance")[];
by: ("status" | "id" | "createdAt" | "userId" | "email" | "phone" | "updatedAt" | "dateOfBirth" | "insuranceProvider" | "city" | "state" | "zipCode" | "firstName" | "lastName" | "gender" | "address" | "insuranceId" | "groupNumber" | "policyHolder" | "policyHolderPatientId" | "policyHolderRelationship" | "allergies" | "medicalConditions" | "preferredLanguage" | "remainingBenefit" | "thirdPartyInsurance")[];
where?: Prisma.PatientWhereInput | undefined;
_count?: true | Prisma.PatientCountAggregateInputType | undefined;
orderBy?: Prisma.PatientOrderByWithAggregationInput | Prisma.PatientOrderByWithAggregationInput[] | undefined;
@@ -26,7 +26,7 @@ export declare const PatientGroupByZodSchema: z.ZodObject<{
_sum?: Prisma.PatientSumAggregateInputType | undefined;
having?: Prisma.PatientScalarWhereWithAggregatesInput | undefined;
}, {
by: ("status" | "id" | "createdAt" | "userId" | "email" | "phone" | "updatedAt" | "dateOfBirth" | "insuranceProvider" | "city" | "state" | "zipCode" | "firstName" | "lastName" | "gender" | "address" | "insuranceId" | "groupNumber" | "policyHolder" | "allergies" | "medicalConditions" | "preferredLanguage" | "remainingBenefit" | "thirdPartyInsurance")[];
by: ("status" | "id" | "createdAt" | "userId" | "email" | "phone" | "updatedAt" | "dateOfBirth" | "insuranceProvider" | "city" | "state" | "zipCode" | "firstName" | "lastName" | "gender" | "address" | "insuranceId" | "groupNumber" | "policyHolder" | "policyHolderPatientId" | "policyHolderRelationship" | "allergies" | "medicalConditions" | "preferredLanguage" | "remainingBenefit" | "thirdPartyInsurance")[];
where?: Prisma.PatientWhereInput | undefined;
_count?: true | Prisma.PatientCountAggregateInputType | undefined;
orderBy?: Prisma.PatientOrderByWithAggregationInput | Prisma.PatientOrderByWithAggregationInput[] | undefined;