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>
This commit is contained in:
Claude Sonnet 5
@@ -114,13 +114,12 @@ interface ScheduledAppointment {
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function deriveInsuranceSiteKey(provider: string | null | undefined): string {
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const p = (provider || "").toLowerCase().trim();
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if (!p) return "";
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if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
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if (p.includes("masshealth") || p === "mh" || p === "mass health" || p.includes("cmsp")) return "MH";
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if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
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if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
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if (p.includes("delta ins") || p === "deltains") return "DeltaIns";
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if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
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if ((p.includes("united") && p.includes("sco")) || p === "unitedsco") return "UnitedSCO";
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if (p.includes("cmsp")) return "CMSP";
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if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
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if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
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if (p.includes("aetna")) return "Aetna";
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@@ -10,6 +10,7 @@ import {
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CardTitle,
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} from "@/components/ui/card";
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import { Label } from "@/components/ui/label";
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import { Switch } from "@/components/ui/switch";
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import {
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Select,
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SelectContent,
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@@ -122,6 +123,7 @@ export default function InsuranceStatusPage() {
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const [isCheckingEligibilityHistory, setIsCheckingEligibilityHistory] =
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useState(false);
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const [isCheckingCMSP, setIsCheckingCMSP] = useState(false);
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const [showPdfViewerOnComplete, setShowPdfViewerOnComplete] = useState(false);
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// AI Call Insurance section
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const [aiCallOpen, setAiCallOpen] = useState(false);
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@@ -710,7 +712,7 @@ export default function InsuranceStatusPage() {
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dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
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);
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dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "CMSP PDFs saved to Documents." }));
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dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "MH PDFs saved to Documents." }));
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toast({
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title: "Done",
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description: "Eligibility, history, and accumulator PDFs saved.",
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@@ -727,14 +729,14 @@ export default function InsuranceStatusPage() {
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// Open 4-panel modal
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if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId || jobResult.accumulatorPdfFileId) {
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setCmspEligibilityPdfId(jobResult.pdfFileId ?? null);
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setCmspEligibilityFilename(jobResult.pdfFilename ?? `cmsp_eligibility_${memberId}.pdf`);
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setCmspEligibilityFilename(jobResult.pdfFilename ?? `mh_eligibility_${memberId}.pdf`);
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setCmspMemberDetailsPdfId(jobResult.memberDetailsPdfFileId ?? null);
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setCmspMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `cmsp_member_details_${memberId}.pdf`);
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setCmspMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `mh_member_details_${memberId}.pdf`);
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setCmspHistoryPdfId(jobResult.historyPdfFileId ?? null);
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setCmspHistoryFilename(jobResult.historyPdfFilename ?? `cmsp_history_${memberId}.pdf`);
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setCmspHistoryFilename(jobResult.historyPdfFilename ?? `mh_history_${memberId}.pdf`);
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setCmspAccumulatorPdfId(jobResult.accumulatorPdfFileId ?? null);
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setCmspAccumulatorFilename(jobResult.accumulatorPdfFilename ?? `cmsp_accumulator_${memberId}.pdf`);
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setCmspPreviewOpen(true);
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setCmspAccumulatorFilename(jobResult.accumulatorPdfFilename ?? `mh_accumulator_${memberId}.pdf`);
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if (showPdfViewerOnComplete) setCmspPreviewOpen(true);
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}
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} catch (error: any) {
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dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
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@@ -750,11 +752,9 @@ export default function InsuranceStatusPage() {
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const check = pendingAutoCheck.current;
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pendingAutoCheck.current = null;
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if (check === "mh" || check === "mh-history") {
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if (isUnder14(dateOfBirth)) {
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handleCMSPButton();
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} else {
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handleMHEligibilityHistoryButton();
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}
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// Temporarily disabled: selenium_MH_eligibilityHistoryCheckWorker.py is no
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// longer used — all MH eligibility checks route through the CMSP/MH worker.
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handleCMSPButton();
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} else if (check === "cmsp") {
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handleCMSPButton();
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} else {
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@@ -1021,82 +1021,7 @@ export default function InsuranceStatusPage() {
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</div>
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</div>
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<div className="flex flex-col-2 gap-4">
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<Button
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onClick={() => handleMHEligibilityButton()}
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className="w-full"
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disabled={isCheckingEligibilityStatus}
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>
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{isCheckingEligibilityStatus ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
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Processing...
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</>
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) : (
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<>
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<CheckCircle className="h-4 w-4 mr-2" />
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MH Eligibility
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</>
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)}
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</Button>
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<Button
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onClick={() => handleMHEligibilityAppointmentButton()}
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className="w-full"
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disabled={isCheckingEligibilityAppointment}
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>
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{isCheckingEligibilityAppointment ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
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Processing...
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</>
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) : (
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<>
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<CheckCircle className="h-4 w-4 mr-2" />
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MH Eligibility&Appointment
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</>
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)}
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</Button>
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<Button
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onClick={() => handleMHEligibilityClaimsPreAuthButton()}
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className="w-full"
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disabled={isCheckingEligibilityClaimsPreAuth}
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>
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{isCheckingEligibilityClaimsPreAuth ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
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Processing...
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</>
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) : (
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<>
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<CheckCircle className="h-4 w-4 mr-2" />
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MH Eligibility&Claims/PreAuth
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</>
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)}
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</Button>
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</div>
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<div className="flex flex-col-2 gap-4 mt-4">
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<Button
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id="eligibility-mh-history"
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className="w-full"
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disabled={isCheckingEligibilityHistory}
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onClick={() => handleMHEligibilityHistoryButton()}
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>
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{isCheckingEligibilityHistory ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
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Processing...
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</>
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) : (
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<>
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<CheckCircle className="h-4 w-4 mr-2" />
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MH Eligibility & History
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</>
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)}
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</Button>
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<Button
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id="eligibility-cmsp"
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className="w-full"
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@@ -1111,12 +1036,23 @@ export default function InsuranceStatusPage() {
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) : (
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<>
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<CheckCircle className="h-4 w-4 mr-2" />
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CMSP Eligibility & History & Remaining
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MH Eligibility & Remaining & History
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</>
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)}
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</Button>
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</div>
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<div className="flex items-center gap-2 mt-2">
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<Switch
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id="mh-show-pdf-viewer"
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checked={showPdfViewerOnComplete}
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onCheckedChange={setShowPdfViewerOnComplete}
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/>
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<Label htmlFor="mh-show-pdf-viewer" className="text-sm text-muted-foreground font-normal">
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Show PDF viewer after check completes
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</Label>
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</div>
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{/* TEMP PROVIDER BUTTONS */}
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<div id="eligibility-other-providers" className="space-y-4 mt-6">
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<h3 className="text-sm font-medium text-muted-foreground">
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@@ -1464,6 +1400,7 @@ export default function InsuranceStatusPage() {
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allowDelete={true}
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allowCheckbox={true}
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allowEdit={true}
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showEligibilityColumns={true}
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onSelectPatient={setSelectedPatient}
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/>
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</CardContent>
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@@ -1480,7 +1417,6 @@ export default function InsuranceStatusPage() {
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}}
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pdfId={previewPdfId ?? undefined}
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fallbackFilename={previewFallbackFilename ?? undefined}
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autoDownload
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/>
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{/* 4-panel modal for CMSP — eligibility, member details, history, accumulator */}
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@@ -1497,13 +1433,12 @@ export default function InsuranceStatusPage() {
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setCmspAccumulatorPdfId(null);
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setCmspAccumulatorFilename(null);
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}}
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title="CMSP Eligibility, History & Remaining"
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title="MH Eligibility, Remaining & History"
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panels={[
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{
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pdfId: cmspEligibilityPdfId,
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fallbackFilename: cmspEligibilityFilename,
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label: "Eligibility",
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autoDownload: true,
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},
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{
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pdfId: cmspMemberDetailsPdfId,
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@@ -1541,7 +1476,6 @@ export default function InsuranceStatusPage() {
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pdfId: dualEligibilityPdfId,
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fallbackFilename: dualEligibilityFilename,
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label: "Eligibility",
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autoDownload: true,
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},
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{
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pdfId: dualMemberDetailsPdfId,
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