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>
This commit is contained in:
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
@@ -52,6 +52,8 @@ const makeSchema = () => z.object({
insuranceId: SortOrder_schema_1.SortOrderSchema.optional(),
groupNumber: SortOrder_schema_1.SortOrderSchema.optional(),
policyHolder: SortOrder_schema_1.SortOrderSchema.optional(),
policyHolderPatientId: SortOrder_schema_1.SortOrderSchema.optional(),
policyHolderRelationship: SortOrder_schema_1.SortOrderSchema.optional(),
allergies: SortOrder_schema_1.SortOrderSchema.optional(),
medicalConditions: SortOrder_schema_1.SortOrderSchema.optional(),
preferredLanguage: SortOrder_schema_1.SortOrderSchema.optional(),