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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.ts
+3
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@@ -4,6 +4,7 @@ import { IntFilterObjectSchema as IntFilterObjectSchema } from './IntFilter.sche
import { StringFilterObjectSchema as StringFilterObjectSchema } from './StringFilter.schema';
import { DateTimeNullableFilterObjectSchema as DateTimeNullableFilterObjectSchema } from './DateTimeNullableFilter.schema';
import { StringNullableFilterObjectSchema as StringNullableFilterObjectSchema } from './StringNullableFilter.schema';
import { IntNullableFilterObjectSchema as IntNullableFilterObjectSchema } from './IntNullableFilter.schema';
import { EnumPatientStatusFilterObjectSchema as EnumPatientStatusFilterObjectSchema } from './EnumPatientStatusFilter.schema';
import { PatientStatusSchema } from '../enums/PatientStatus.schema';
import { DateTimeFilterObjectSchema as DateTimeFilterObjectSchema } from './DateTimeFilter.schema';
@@ -39,6 +40,8 @@ const patientwhereinputSchema = z.object({
insuranceId: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
groupNumber: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
policyHolder: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
policyHolderPatientId: z.union([z.lazy(() => IntNullableFilterObjectSchema), z.number().int()]).optional().nullable(),
policyHolderRelationship: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
allergies: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
medicalConditions: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
preferredLanguage: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),