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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
Download Patch File Download Diff File Expand all files Collapse all files
packages/db/shared/schemas/variants/input/OfficeContact.input.js
+1
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@@ -39,6 +39,7 @@ const z = __importStar(require("zod"));
exports.OfficeContactInputSchema = z.object({
id: z.number().int(),
userId: z.number().int(),
legalName: z.string().optional().nullable(),
officeName: z.string().optional().nullable(),
receptionistName: z.string().optional().nullable(),
dentistName: z.string().optional().nullable(),
packages/db/shared/schemas/variants/input/Patient.input.d.ts
Vendored
+6
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@@ -15,6 +15,8 @@ export declare const PatientInputSchema: z.ZodObject<{
insuranceId: z.ZodNullable<z.ZodOptional<z.ZodString>>;
groupNumber: z.ZodNullable<z.ZodOptional<z.ZodString>>;
policyHolder: z.ZodNullable<z.ZodOptional<z.ZodString>>;
policyHolderPatientId: z.ZodNullable<z.ZodOptional<z.ZodNumber>>;
policyHolderRelationship: z.ZodNullable<z.ZodOptional<z.ZodString>>;
allergies: z.ZodNullable<z.ZodOptional<z.ZodString>>;
medicalConditions: z.ZodNullable<z.ZodOptional<z.ZodString>>;
preferredLanguage: z.ZodNullable<z.ZodOptional<z.ZodString>>;
@@ -63,6 +65,8 @@ export declare const PatientInputSchema: z.ZodObject<{
insuranceId?: string | null | undefined;
groupNumber?: string | null | undefined;
policyHolder?: string | null | undefined;
policyHolderPatientId?: number | null | undefined;
policyHolderRelationship?: string | null | undefined;
allergies?: string | null | undefined;
medicalConditions?: string | null | undefined;
preferredLanguage?: string | null | undefined;
@@ -98,6 +102,8 @@ export declare const PatientInputSchema: z.ZodObject<{
insuranceId?: string | null | undefined;
groupNumber?: string | null | undefined;
policyHolder?: string | null | undefined;
policyHolderPatientId?: number | null | undefined;
policyHolderRelationship?: string | null | undefined;
allergies?: string | null | undefined;
medicalConditions?: string | null | undefined;
preferredLanguage?: string | null | undefined;
packages/db/shared/schemas/variants/input/Patient.input.d.ts.map
+1 -1
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@@ -1 +1 @@
{"version":3,"file":"Patient.input.d.ts","sourceRoot":"","sources":["Patient.input.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmCpB,CAAC;AAEZ,MAAM,MAAM,gBAAgB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC"}
{"version":3,"file":"Patient.input.d.ts","sourceRoot":"","sources":["Patient.input.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqCpB,CAAC;AAEZ,MAAM,MAAM,gBAAgB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC"}
packages/db/shared/schemas/variants/input/Patient.input.js
+2
View File
@@ -53,6 +53,8 @@ exports.PatientInputSchema = z.object({
insuranceId: z.string().optional().nullable(),
groupNumber: z.string().optional().nullable(),
policyHolder: z.string().optional().nullable(),
policyHolderPatientId: z.number().int().optional().nullable(),
policyHolderRelationship: z.string().optional().nullable(),
allergies: z.string().optional().nullable(),
medicalConditions: z.string().optional().nullable(),
preferredLanguage: z.string().optional().nullable(),
packages/db/shared/schemas/variants/input/Patient.input.ts
+2
View File
@@ -17,6 +17,8 @@ export const PatientInputSchema = z.object({
insuranceId: z.string().optional().nullable(),
groupNumber: z.string().optional().nullable(),
policyHolder: z.string().optional().nullable(),
policyHolderPatientId: z.number().int().optional().nullable(),
policyHolderRelationship: z.string().optional().nullable(),
allergies: z.string().optional().nullable(),
medicalConditions: z.string().optional().nullable(),
preferredLanguage: z.string().optional().nullable(),
packages/db/shared/schemas/variants/pure/OfficeContact.pure.js
+1
View File
@@ -39,6 +39,7 @@ const z = __importStar(require("zod"));
exports.OfficeContactModelSchema = z.object({
id: z.number().int(),
userId: z.number().int(),
legalName: z.string().nullable(),
officeName: z.string().nullable(),
receptionistName: z.string().nullable(),
dentistName: z.string().nullable(),
packages/db/shared/schemas/variants/pure/Patient.pure.d.ts
Vendored
+6
View File
@@ -15,6 +15,8 @@ export declare const PatientModelSchema: z.ZodObject<{
insuranceId: z.ZodNullable<z.ZodString>;
groupNumber: z.ZodNullable<z.ZodString>;
policyHolder: z.ZodNullable<z.ZodString>;
policyHolderPatientId: z.ZodNullable<z.ZodNumber>;
policyHolderRelationship: z.ZodNullable<z.ZodString>;
allergies: z.ZodNullable<z.ZodString>;
medicalConditions: z.ZodNullable<z.ZodString>;
preferredLanguage: z.ZodNullable<z.ZodString>;
@@ -60,6 +62,8 @@ export declare const PatientModelSchema: z.ZodObject<{
insuranceId: string | null;
groupNumber: string | null;
policyHolder: string | null;
policyHolderPatientId: number | null;
policyHolderRelationship: string | null;
allergies: string | null;
medicalConditions: string | null;
preferredLanguage: string | null;
@@ -95,6 +99,8 @@ export declare const PatientModelSchema: z.ZodObject<{
insuranceId: string | null;
groupNumber: string | null;
policyHolder: string | null;
policyHolderPatientId: number | null;
policyHolderRelationship: string | null;
allergies: string | null;
medicalConditions: string | null;
preferredLanguage: string | null;
packages/db/shared/schemas/variants/pure/Patient.pure.d.ts.map
+1 -1
View File
@@ -1 +1 @@
{"version":3,"file":"Patient.pure.d.ts","sourceRoot":"","sources":["Patient.pure.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmCpB,CAAC;AAEZ,MAAM,MAAM,eAAe,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC"}
{"version":3,"file":"Patient.pure.d.ts","sourceRoot":"","sources":["Patient.pure.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqCpB,CAAC;AAEZ,MAAM,MAAM,eAAe,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC"}
packages/db/shared/schemas/variants/pure/Patient.pure.js
+2
View File
@@ -53,6 +53,8 @@ exports.PatientModelSchema = z.object({
insuranceId: z.string().nullable(),
groupNumber: z.string().nullable(),
policyHolder: z.string().nullable(),
policyHolderPatientId: z.number().int().nullable(),
policyHolderRelationship: z.string().nullable(),
allergies: z.string().nullable(),
medicalConditions: z.string().nullable(),
preferredLanguage: z.string().nullable(),
packages/db/shared/schemas/variants/pure/Patient.pure.ts
+2
View File
@@ -17,6 +17,8 @@ export const PatientModelSchema = z.object({
insuranceId: z.string().nullable(),
groupNumber: z.string().nullable(),
policyHolder: z.string().nullable(),
policyHolderPatientId: z.number().int().nullable(),
policyHolderRelationship: z.string().nullable(),
allergies: z.string().nullable(),
medicalConditions: z.string().nullable(),
preferredLanguage: z.string().nullable(),
packages/db/shared/schemas/variants/result/OfficeContact.result.js
+1
View File
@@ -39,6 +39,7 @@ const z = __importStar(require("zod"));
exports.OfficeContactResultSchema = z.object({
id: z.number().int(),
userId: z.number().int(),
legalName: z.string().nullable(),
officeName: z.string().nullable(),
receptionistName: z.string().nullable(),
dentistName: z.string().nullable(),
packages/db/shared/schemas/variants/result/Patient.result.d.ts
Vendored
+6
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@@ -15,6 +15,8 @@ export declare const PatientResultSchema: z.ZodObject<{
insuranceId: z.ZodNullable<z.ZodString>;
groupNumber: z.ZodNullable<z.ZodString>;
policyHolder: z.ZodNullable<z.ZodString>;
policyHolderPatientId: z.ZodNullable<z.ZodNumber>;
policyHolderRelationship: z.ZodNullable<z.ZodString>;
allergies: z.ZodNullable<z.ZodString>;
medicalConditions: z.ZodNullable<z.ZodString>;
preferredLanguage: z.ZodNullable<z.ZodString>;
@@ -60,6 +62,8 @@ export declare const PatientResultSchema: z.ZodObject<{
insuranceId: string | null;
groupNumber: string | null;
policyHolder: string | null;
policyHolderPatientId: number | null;
policyHolderRelationship: string | null;
allergies: string | null;
medicalConditions: string | null;
preferredLanguage: string | null;
@@ -95,6 +99,8 @@ export declare const PatientResultSchema: z.ZodObject<{
insuranceId: string | null;
groupNumber: string | null;
policyHolder: string | null;
policyHolderPatientId: number | null;
policyHolderRelationship: string | null;
allergies: string | null;
medicalConditions: string | null;
preferredLanguage: string | null;
packages/db/shared/schemas/variants/result/Patient.result.d.ts.map
+1 -1
View File
@@ -1 +1 @@
{"version":3,"file":"Patient.result.d.ts","sourceRoot":"","sources":["Patient.result.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,mBAAmB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmCrB,CAAC;AAEZ,MAAM,MAAM,iBAAiB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,mBAAmB,CAAC,CAAC"}
{"version":3,"file":"Patient.result.d.ts","sourceRoot":"","sources":["Patient.result.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,CAAC,MAAM,KAAK,CAAC;AAGzB,eAAO,MAAM,mBAAmB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqCrB,CAAC;AAEZ,MAAM,MAAM,iBAAiB,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,mBAAmB,CAAC,CAAC"}
packages/db/shared/schemas/variants/result/Patient.result.js
+2
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@@ -53,6 +53,8 @@ exports.PatientResultSchema = z.object({
insuranceId: z.string().nullable(),
groupNumber: z.string().nullable(),
policyHolder: z.string().nullable(),
policyHolderPatientId: z.number().int().nullable(),
policyHolderRelationship: z.string().nullable(),
allergies: z.string().nullable(),
medicalConditions: z.string().nullable(),
preferredLanguage: z.string().nullable(),
packages/db/shared/schemas/variants/result/Patient.result.ts
+2
View File
@@ -17,6 +17,8 @@ export const PatientResultSchema = z.object({
insuranceId: z.string().nullable(),
groupNumber: z.string().nullable(),
policyHolder: z.string().nullable(),
policyHolderPatientId: z.number().int().nullable(),
policyHolderRelationship: z.string().nullable(),
allergies: z.string().nullable(),
medicalConditions: z.string().nullable(),
preferredLanguage: z.string().nullable(),