feat: AI chatbot preauth intent, UnitedDH pre-auth improvements
- Add preauth intent to AI chatbot (classifier, workflow, frontend UI card) - Auto-prefill preauth form with CDT codes, service date, and mapped prices - Auto-trigger preauth Selenium handler by insurance siteKey (MH/Tufts/CCA/UnitedDH) - Default tentative service date to today+3 for preauth (user didn't pick a date) - Fix #number always means tooth number, distributes to all procedures in comma list - Fix bare "post"/"pos" → D2954 (was matching D2955 via keyword scorer) - UnitedDH pre-auth: fill procedure date with Ctrl+A to overwrite prefilled value - UnitedDH pre-auth: select Location "Summit Dental Care" in step1 (same as billing entity) - UnitedDH pre-auth: remove page refresh in step9 to preserve pre-auth number - UnitedDH pre-auth: wait for table rows before extracting pre-auth number - UnitedDH pre-auth/claim: explicit wait for Submit button after file upload (no sleep) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -82,6 +82,10 @@ interface ClaimFormProps {
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autoSubmit?: boolean;
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/** When set, autoSubmit triggers this insurance's Selenium worker instead of MH */
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autoSubmitSiteKey?: string;
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/** When set, opens this tab by default (e.g. "preauth") */
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initialTab?: string;
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/** When set, auto-triggers the matching preauth Selenium handler (siteKey value) */
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autoSubmitPreauth?: string;
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/** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
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proceduresOnly?: boolean;
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onSubmit: (data: ClaimFormData) => Promise<Claim>;
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@@ -107,6 +111,8 @@ export function ClaimForm({
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appointmentId,
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autoSubmit,
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autoSubmitSiteKey,
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initialTab,
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autoSubmitPreauth,
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proceduresOnly = false,
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onHandleAppointmentSubmit,
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onHandleUpdatePatient,
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@@ -128,6 +134,7 @@ export function ClaimForm({
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const [prefillDone, setPrefillDone] = useState(false);
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const autoSubmittedRef = useRef(false);
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const preauthAutoSubmittedRef = useRef(false);
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// Read chatbot-requested rendering provider synchronously at mount (before any effects run)
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// so the npiProviders effect always sees it, even when the provider list is already cached.
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const [chatbotRenderingProvider] = useState<string | null>(() => {
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@@ -568,6 +575,50 @@ export function ClaimForm({
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} catch {}
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}, []);
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// Prefill service lines and service date from chatbot preauth flow, then map prices
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useEffect(() => {
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const raw = sessionStorage.getItem("chatbot_preauth_prefill");
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if (!raw) return;
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try {
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const { codes, serviceDate, siteKey } = JSON.parse(raw) as {
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codes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
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serviceDate?: string;
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siteKey?: string;
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};
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sessionStorage.removeItem("chatbot_preauth_prefill");
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if (!codes?.length) return;
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if (serviceDate) {
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try {
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const d = parseLocalDate(serviceDate);
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setServiceDateValue(d);
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setServiceDate(formatLocalDate(d));
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} catch {}
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}
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setForm((prev) => {
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const date = serviceDate ? serviceDate : prev.serviceDate;
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const insuranceSiteKey = siteKey ? siteKey.replace(/_/g, "").toLowerCase() : prev.insuranceSiteKey;
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const updatedLines = [...prev.serviceLines];
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codes.forEach((c, i) => {
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if (i < updatedLines.length) {
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updatedLines[i] = {
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...updatedLines[i]!,
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procedureCode: c.code,
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procedureDate: date,
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...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
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...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
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...(c.quad ? { quad: c.quad } : {}),
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};
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}
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});
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const filled = { ...prev, insuranceSiteKey, serviceLines: updatedLines };
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return mapPricesForForm({ form: filled, patientDOB: "", insuranceSiteKey });
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});
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setPrefillDone(true);
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} catch {}
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}, []);
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// Restore NPI provider from saved procedures when npiProviders list loads after 2b
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useEffect(() => {
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if (!savedProcNpiId || !npiProviders.length) return;
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@@ -1891,6 +1942,26 @@ export function ClaimForm({
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}
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}, [autoSubmit, autoSubmitSiteKey, prefillDone, isFormReady]);
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// Auto-trigger preauth Selenium handler when autoSubmitPreauth is set
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useEffect(() => {
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if (!autoSubmitPreauth) return;
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if (!prefillDone) return;
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if (!isFormReady) return;
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if (preauthAutoSubmittedRef.current) return;
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preauthAutoSubmittedRef.current = true;
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const key = autoSubmitPreauth.toLowerCase();
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if (key === "tufts_sco" || key === "tuftsco" || key === "tufts sco") {
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handleTuftsSCOPreAuth();
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} else if (key === "cca") {
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handleCCAPreAuth();
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} else if (key === "united_sco" || key === "unitedco" || key === "dentalhub") {
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handleUnitedDHPreAuth();
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} else {
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handleMHPreAuth();
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}
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}, [autoSubmitPreauth, prefillDone, isFormReady]);
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// overlay click handler (close when clicking backdrop)
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const onOverlayMouseDown = (e: React.MouseEvent<HTMLDivElement>) => {
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// only close if clicked the backdrop itself (not inner modal)
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@@ -1903,6 +1974,7 @@ export function ClaimForm({
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return () => {
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// reset when ClaimForm unmounts (modal closes)
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autoSubmittedRef.current = false;
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preauthAutoSubmittedRef.current = false;
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setPrefillDone(false);
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};
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}, []);
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@@ -1913,7 +1985,7 @@ export function ClaimForm({
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onMouseDown={onOverlayMouseDown}
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>
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<Card className="w-[90vw] h-[90vh] max-w-none overflow-auto bg-white relative">
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<Tabs defaultValue="claim">
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<Tabs defaultValue={initialTab ?? "claim"}>
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<CardHeader className="sticky top-0 z-20 pb-2 border-b bg-white/95 backdrop-blur-sm">
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<div className="flex flex-row items-center justify-between mb-2">
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<CardTitle className="text-xl font-bold">
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