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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/objects/PatientWhereInput.schema.js
+3
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@@ -39,6 +39,7 @@ const IntFilter_schema_1 = require("./IntFilter.schema");
const StringFilter_schema_1 = require("./StringFilter.schema");
const DateTimeNullableFilter_schema_1 = require("./DateTimeNullableFilter.schema");
const StringNullableFilter_schema_1 = require("./StringNullableFilter.schema");
const IntNullableFilter_schema_1 = require("./IntNullableFilter.schema");
const EnumPatientStatusFilter_schema_1 = require("./EnumPatientStatusFilter.schema");
const PatientStatus_schema_1 = require("../enums/PatientStatus.schema");
const DateTimeFilter_schema_1 = require("./DateTimeFilter.schema");
@@ -73,6 +74,8 @@ const patientwhereinputSchema = z.object({
insuranceId: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
groupNumber: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
policyHolder: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
policyHolderPatientId: z.union([z.lazy(() => IntNullableFilter_schema_1.IntNullableFilterObjectSchema), z.number().int()]).optional().nullable(),
policyHolderRelationship: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
allergies: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
medicalConditions: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
preferredLanguage: z.union([z.lazy(() => StringNullableFilter_schema_1.StringNullableFilterObjectSchema), z.string()]).optional().nullable(),