feat: add Remaining/Third Party columns, toggle PDF viewer, retire CMSP as separate insurance type

- Add remainingBenefit and thirdPartyInsurance columns to Patient; extract both
  from the MassHealth accumulator/member-detail pages during the eligibility
  check and surface them in the eligibility table
- Add an updated-date display and a toggle to suppress the post-check PDF
  viewer popup (default off) on the insurance eligibility page
- Rename CMSP-prefixed PDF filenames and UI copy to MH, since CMSP and MH now
  share the same worker
- Fold CMSP into MassHealth/MH across patient/claim insurance-type dropdowns
  and the chatbot's eligibility routing, since they're the same insurance
- Remove auto-download of saved eligibility PDFs; downloading is now manual

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

apps/Frontend/src/components/claims/claim-form.tsx

@@ -791,13 +791,12 @@ export function ClaimForm({
   const deriveInsuranceSiteKey = (provider: string | null | undefined): string => {
     const p = (provider || "").toLowerCase().trim();
     if (!p) return "";
-    if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
+    if (p.includes("masshealth") || p === "mh" || p === "mass health" || p.includes("cmsp")) return "MH";
     if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
     if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
     if (p.includes("delta ins") || p === "deltains") return "DeltaIns";
     if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
     if ((p.includes("united") && p.includes("sco")) || p === "unitedsco") return "UnitedSCO";
-    if (p.includes("cmsp")) return "CMSP";
     if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
     if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
     if (p.includes("aetna")) return "Aetna";
@@ -2008,7 +2007,6 @@ export function ClaimForm({
                             <SelectItem value="DeltaIns">Delta Ins</SelectItem>
                             <SelectItem value="TuftsSCO">Tufts SCO</SelectItem>
                             <SelectItem value="UnitedSCO">United SCO</SelectItem>
-                            <SelectItem value="CMSP">CMSP</SelectItem>
                             <SelectItem value="BCBS">BCBS</SelectItem>
                             <SelectItem value="UnitedAAPR">United AAPR</SelectItem>
                             <SelectItem value="Aetna">Aetna</SelectItem>
@@ -2596,7 +2594,6 @@ export function ClaimForm({
                             <SelectItem value="DeltaIns">Delta Ins</SelectItem>
                             <SelectItem value="TuftsSCO">Tufts SCO</SelectItem>
                             <SelectItem value="UnitedSCO">United SCO</SelectItem>
-                            <SelectItem value="CMSP">CMSP</SelectItem>
                             <SelectItem value="BCBS">BCBS</SelectItem>
                             <SelectItem value="UnitedAAPR">United AAPR</SelectItem>
                             <SelectItem value="Aetna">Aetna</SelectItem>

apps/Frontend/src/components/layout/chatbot.tsx

@@ -135,7 +135,6 @@ function mdyToISO(mdy: string): string {
 
 const INSURANCE_TYPE_OPTIONS: { value: string; label: string }[] = [
   { value: "mh", label: "MassHealth" },
-  { value: "cmsp", label: "CMSP" },
   { value: "ddma", label: "DDMA" },
   { value: "delta-ins", label: "Delta Dental" },
   { value: "united-sco", label: "United SCO" },
@@ -143,13 +142,10 @@ const INSURANCE_TYPE_OPTIONS: { value: string; label: string }[] = [
   { value: "cca", label: "CCA" },
 ];
 
-function getAutoCheck(dobISO: string): "mh" | "cmsp" {
-  const [y, m, d] = dobISO.split("-").map(Number);
-  const today = new Date();
-  let age = today.getFullYear() - (y ?? 0);
-  const monthDiff = today.getMonth() + 1 - (m ?? 0);
-  if (monthDiff < 0 || (monthDiff === 0 && today.getDate() < (d ?? 0))) age--;
-  return age >= 21 ? "mh" : "cmsp";
+function getAutoCheck(_dobISO: string): "mh" {
+  // CMSP and MassHealth eligibility checks now run through the same MH worker,
+  // so there's no longer an age-based split — everyone is "mh".
+  return "mh";
 }
 
 function parseEligibilityInput(

apps/Frontend/src/components/patients/patient-form.tsx

@@ -64,13 +64,12 @@ export const PatientForm = forwardRef<PatientFormRef, PatientFormProps>(
 
     const normalizeInsuranceProvider = (val: string | null | undefined): string => {
       const p = (val || "").toLowerCase().trim();
-      if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MassHealth";
+      if (p.includes("masshealth") || p === "mh" || p === "mass health" || p.includes("cmsp")) return "MassHealth";
       if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
       if (p.includes("ddma")) return "DDMA";
       if (p.includes("delta dental") || p.includes("delta ins") || p === "deltains") return "DeltaIns";
       if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
       if (p.includes("united sco") || p === "unitedsco") return "UnitedSCO";
-      if (p.includes("cmsp")) return "CMSP";
       if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
       if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
       if (p.includes("aetna")) return "Aetna";
@@ -451,7 +450,6 @@ export const PatientForm = forwardRef<PatientFormRef, PatientFormProps>(
                         <SelectItem value="DeltaIns">Delta Ins</SelectItem>
                         <SelectItem value="TuftsSCO">Tufts SCO</SelectItem>
                         <SelectItem value="UnitedSCO">United SCO</SelectItem>
-                        <SelectItem value="CMSP">CMSP</SelectItem>
                         <SelectItem value="BCBS">BCBS</SelectItem>
                         <SelectItem value="UnitedAAPR">United AAPR</SelectItem>
                         <SelectItem value="Aetna">Aetna</SelectItem>

apps/Frontend/src/components/patients/patient-table.tsx

@@ -63,6 +63,7 @@ interface PatientTableProps {
   allowCheckbox?: boolean;
   allowNewClaim?: boolean;
   allowFinancial?: boolean;
+  showEligibilityColumns?: boolean;
   onNewClaim?: (patientId: number) => void;
   onSelectPatient?: (patient: Patient | null) => void;
   onPageChange?: (page: number) => void;
@@ -82,6 +83,7 @@ export function PatientTable({
   allowCheckbox,
   allowNewClaim,
   allowFinancial,
+  showEligibilityColumns,
   onNewClaim,
   onSelectPatient,
   onPageChange,
@@ -976,6 +978,12 @@ export function PatientTable({
               {/*<TableHead>Contact</TableHead>*/}
               <TableHead>Insurance</TableHead>
               <TableHead>Status</TableHead>
+              {showEligibilityColumns && (
+                <>
+                  <TableHead>Remaining</TableHead>
+                  <TableHead>Third Party/2nd Insurance</TableHead>
+                </>
+              )}
               <TableHead className="text-right">Actions</TableHead>
             </TableRow>
           </TableHeader>
@@ -983,7 +991,7 @@ export function PatientTable({
             {isLoading ? (
               <TableRow>
                 <TableCell
-                  colSpan={6}
+                  colSpan={showEligibilityColumns ? 8 : 6}
                   className="text-center py-8 text-muted-foreground"
                 >
                   <LoadingScreen />
@@ -992,7 +1000,7 @@ export function PatientTable({
             ) : isError ? (
               <TableRow>
                 <TableCell
-                  colSpan={6}
+                  colSpan={showEligibilityColumns ? 8 : 6}
                   className="text-center py-8 text-red-500"
                 >
                   Error loading patients.
@@ -1001,7 +1009,7 @@ export function PatientTable({
             ) : patientsData?.patients.length === 0 ? (
               <TableRow>
                 <TableCell
-                  colSpan={6}
+                  colSpan={showEligibilityColumns ? 8 : 6}
                   className="text-center py-8 text-muted-foreground"
                 >
                   No patients found.
@@ -1088,8 +1096,28 @@ export function PatientTable({
                           </span>
                         )}
                       </div>
+                      {patient.updatedAt && (
+                        <div className="text-xs text-gray-500 mt-1">
+                          Updated: {formatDateToHumanReadable(patient.updatedAt)}
+                        </div>
+                      )}
                     </TableCell>
 
+                    {showEligibilityColumns && (
+                      <>
+                        <TableCell>
+                          <div className="text-sm text-gray-900">
+                            {patient.remainingBenefit || "—"}
+                          </div>
+                        </TableCell>
+                        <TableCell>
+                          <div className="text-sm text-gray-900">
+                            {patient.thirdPartyInsurance || "—"}
+                          </div>
+                        </TableCell>
+                      </>
+                    )}
+
                     <TableCell className="text-right">
                       <div className="flex justify-end">
                         {allowDelete && isAdmin && (

apps/Frontend/src/pages/appointments-page.tsx

@@ -114,13 +114,12 @@ interface ScheduledAppointment {
 function deriveInsuranceSiteKey(provider: string | null | undefined): string {
   const p = (provider || "").toLowerCase().trim();
   if (!p) return "";
-  if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
+  if (p.includes("masshealth") || p === "mh" || p === "mass health" || p.includes("cmsp")) return "MH";
   if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
   if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
   if (p.includes("delta ins") || p === "deltains") return "DeltaIns";
   if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
   if ((p.includes("united") && p.includes("sco")) || p === "unitedsco") return "UnitedSCO";
-  if (p.includes("cmsp")) return "CMSP";
   if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
   if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
   if (p.includes("aetna")) return "Aetna";

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -10,6 +10,7 @@ import {
   CardTitle,
 } from "@/components/ui/card";
 import { Label } from "@/components/ui/label";
+import { Switch } from "@/components/ui/switch";
 import {
   Select,
   SelectContent,
@@ -122,6 +123,7 @@ export default function InsuranceStatusPage() {
   const [isCheckingEligibilityHistory, setIsCheckingEligibilityHistory] =
     useState(false);
   const [isCheckingCMSP, setIsCheckingCMSP] = useState(false);
+  const [showPdfViewerOnComplete, setShowPdfViewerOnComplete] = useState(false);
 
   // AI Call Insurance section
   const [aiCallOpen, setAiCallOpen] = useState(false);
@@ -710,7 +712,7 @@ export default function InsuranceStatusPage() {
         dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
       );
 
-      dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "CMSP PDFs saved to Documents." }));
+      dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "MH PDFs saved to Documents." }));
       toast({
         title: "Done",
         description: "Eligibility, history, and accumulator PDFs saved.",
@@ -727,14 +729,14 @@ export default function InsuranceStatusPage() {
       // Open 4-panel modal
       if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId || jobResult.accumulatorPdfFileId) {
         setCmspEligibilityPdfId(jobResult.pdfFileId ?? null);
-        setCmspEligibilityFilename(jobResult.pdfFilename ?? `cmsp_eligibility_${memberId}.pdf`);
+        setCmspEligibilityFilename(jobResult.pdfFilename ?? `mh_eligibility_${memberId}.pdf`);
         setCmspMemberDetailsPdfId(jobResult.memberDetailsPdfFileId ?? null);
-        setCmspMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `cmsp_member_details_${memberId}.pdf`);
+        setCmspMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `mh_member_details_${memberId}.pdf`);
         setCmspHistoryPdfId(jobResult.historyPdfFileId ?? null);
-        setCmspHistoryFilename(jobResult.historyPdfFilename ?? `cmsp_history_${memberId}.pdf`);
+        setCmspHistoryFilename(jobResult.historyPdfFilename ?? `mh_history_${memberId}.pdf`);
         setCmspAccumulatorPdfId(jobResult.accumulatorPdfFileId ?? null);
-        setCmspAccumulatorFilename(jobResult.accumulatorPdfFilename ?? `cmsp_accumulator_${memberId}.pdf`);
-        setCmspPreviewOpen(true);
+        setCmspAccumulatorFilename(jobResult.accumulatorPdfFilename ?? `mh_accumulator_${memberId}.pdf`);
+        if (showPdfViewerOnComplete) setCmspPreviewOpen(true);
       }
     } catch (error: any) {
       dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
@@ -750,11 +752,9 @@ export default function InsuranceStatusPage() {
     const check = pendingAutoCheck.current;
     pendingAutoCheck.current = null;
     if (check === "mh" || check === "mh-history") {
-      if (isUnder14(dateOfBirth)) {
-        handleCMSPButton();
-      } else {
-        handleMHEligibilityHistoryButton();
-      }
+      // Temporarily disabled: selenium_MH_eligibilityHistoryCheckWorker.py is no
+      // longer used — all MH eligibility checks route through the CMSP/MH worker.
+      handleCMSPButton();
     } else if (check === "cmsp") {
       handleCMSPButton();
     } else {
@@ -1021,82 +1021,7 @@ export default function InsuranceStatusPage() {
               </div>
             </div>
 
-            <div className="flex flex-col-2 gap-4">
-              <Button
-                onClick={() => handleMHEligibilityButton()}
-                className="w-full"
-                disabled={isCheckingEligibilityStatus}
-              >
-                {isCheckingEligibilityStatus ? (
-                  <>
-                    <LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
-                    Processing...
-                  </>
-                ) : (
-                  <>
-                    <CheckCircle className="h-4 w-4 mr-2" />
-                    MH Eligibility
-                  </>
-                )}
-              </Button>
-
-              <Button
-                onClick={() => handleMHEligibilityAppointmentButton()}
-                className="w-full"
-                disabled={isCheckingEligibilityAppointment}
-              >
-                {isCheckingEligibilityAppointment ? (
-                  <>
-                    <LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
-                    Processing...
-                  </>
-                ) : (
-                  <>
-                    <CheckCircle className="h-4 w-4 mr-2" />
-                    MH Eligibility&Appointment
-                  </>
-                )}
-              </Button>
-
-              <Button
-                onClick={() => handleMHEligibilityClaimsPreAuthButton()}
-                className="w-full"
-                disabled={isCheckingEligibilityClaimsPreAuth}
-              >
-                {isCheckingEligibilityClaimsPreAuth ? (
-                  <>
-                    <LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
-                    Processing...
-                  </>
-                ) : (
-                  <>
-                    <CheckCircle className="h-4 w-4 mr-2" />
-                    MH Eligibility&Claims/PreAuth
-                  </>
-                )}
-              </Button>
-            </div>
-
             <div className="flex flex-col-2 gap-4 mt-4">
-              <Button
-                id="eligibility-mh-history"
-                className="w-full"
-                disabled={isCheckingEligibilityHistory}
-                onClick={() => handleMHEligibilityHistoryButton()}
-              >
-                {isCheckingEligibilityHistory ? (
-                  <>
-                    <LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
-                    Processing...
-                  </>
-                ) : (
-                  <>
-                    <CheckCircle className="h-4 w-4 mr-2" />
-                    MH Eligibility &amp; History
-                  </>
-                )}
-              </Button>
-
               <Button
                 id="eligibility-cmsp"
                 className="w-full"
@@ -1111,12 +1036,23 @@ export default function InsuranceStatusPage() {
                 ) : (
                   <>
                     <CheckCircle className="h-4 w-4 mr-2" />
-                    CMSP Eligibility &amp; History &amp; Remaining
+                    MH Eligibility &amp; Remaining &amp; History
                   </>
                 )}
               </Button>
             </div>
 
+            <div className="flex items-center gap-2 mt-2">
+              <Switch
+                id="mh-show-pdf-viewer"
+                checked={showPdfViewerOnComplete}
+                onCheckedChange={setShowPdfViewerOnComplete}
+              />
+              <Label htmlFor="mh-show-pdf-viewer" className="text-sm text-muted-foreground font-normal">
+                Show PDF viewer after check completes
+              </Label>
+            </div>
+
             {/* TEMP PROVIDER BUTTONS */}
             <div id="eligibility-other-providers" className="space-y-4 mt-6">
               <h3 className="text-sm font-medium text-muted-foreground">
@@ -1464,6 +1400,7 @@ export default function InsuranceStatusPage() {
               allowDelete={true}
               allowCheckbox={true}
               allowEdit={true}
+              showEligibilityColumns={true}
               onSelectPatient={setSelectedPatient}
             />
           </CardContent>
@@ -1480,7 +1417,6 @@ export default function InsuranceStatusPage() {
         }}
         pdfId={previewPdfId ?? undefined}
         fallbackFilename={previewFallbackFilename ?? undefined}
-        autoDownload
       />
 
       {/* 4-panel modal for CMSP — eligibility, member details, history, accumulator */}
@@ -1497,13 +1433,12 @@ export default function InsuranceStatusPage() {
           setCmspAccumulatorPdfId(null);
           setCmspAccumulatorFilename(null);
         }}
-        title="CMSP Eligibility, History &amp; Remaining"
+        title="MH Eligibility, Remaining &amp; History"
         panels={[
           {
             pdfId: cmspEligibilityPdfId,
             fallbackFilename: cmspEligibilityFilename,
             label: "Eligibility",
-            autoDownload: true,
           },
           {
             pdfId: cmspMemberDetailsPdfId,
@@ -1541,7 +1476,6 @@ export default function InsuranceStatusPage() {
             pdfId: dualEligibilityPdfId,
             fallbackFilename: dualEligibilityFilename,
             label: "Eligibility",
-            autoDownload: true,
           },
           {
             pdfId: dualMemberDetailsPdfId,