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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/variants/input/Patient.input.d.ts
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+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;