feat: AI-powered eligibility detection from Copy Agent screenshots

Adds an "AI Detect & Check Eligibility" action to the Copy Agent page that sends captured screenshots to Claude to extract Member ID/DOB, then opens the chatbot's eligibility confirm step pre-filled with the result. - POST /api/ai/detect-eligibility-info: Claude vision extraction of Member ID/DOB from uploaded screenshots. - POST /api/patients/create-temp: auto-creates a placeholder "PID-<id>" patient (matched by insuranceId+dob) when no patient is selected, so screenshots can be saved immediately; the real eligibility check later rewrites the patient's name and Cloud Storage folder automatically via the existing createOrUpdatePatientByInsuranceId matching logic. - Chatbot: Member ID/DOB on the confirm card are now editable (MM/DD/YYYY), with edits synced back to the patient record before the check runs. - Fixed a useEffect ordering bug on the insurance-status page that could silently clear a chatbot-prefilled Member ID/DOB before the auto-trigger effect ran, preventing the eligibility check from ever starting. - Added a local-disk-only screenshot backup (apps/Backend/uploads/ screenshot-backups/) for debugging, not exposed anywhere in the UI. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-16 21:20:33 -04:00
parent 34312b62bc
commit c95d08c951
9 changed files with 748 additions and 57 deletions
@@ -14,6 +14,7 @@ import {
  Image as ImageIcon,
 } from "lucide-react";
 import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
 import { Label } from "@/components/ui/label";
 import { useLocation } from "wouter";
 import { cn } from "@/lib/utils";
@@ -77,6 +78,20 @@ function makeMsg(role: "bot" | "user", text: string, isLoading = false): Message
  return { id: ++msgCounter, role, text, isLoading };
 }

+// eligibilityIdData.dob is stored/sent as ISO ("YYYY-MM-DD") everywhere downstream (patient
+// sync, sessionStorage prefill, matching) — these only convert for display/editing.
+function isoToMDY(iso: string): string {
+  const m = iso.match(/^(\d{4})-(\d{2})-(\d{2})$/);
+  if (!m) return iso;
+  return `${m[2]}/${m[3]}/${m[1]}`;
+}
+
+function mdyToISO(mdy: string): string {
+  const m = mdy.match(/^(\d{1,2})\/(\d{1,2})\/(\d{4})$/);
+  if (!m) return mdy;
+  return `${m[3]}-${m[1]!.padStart(2, "0")}-${m[2]!.padStart(2, "0")}`;
+}
+
 function getAutoCheck(dobISO: string): "mh" | "cmsp" {
  const [y, m, d] = dobISO.split("-").map(Number);
  const today = new Date();
@@ -212,6 +227,9 @@ export function ChatbotButton() {
  const pasteRef = useRef<HTMLTextAreaElement>(null);
  const freeTextRef = useRef<HTMLTextAreaElement>(null);
  const fileInputRef = useRef<HTMLInputElement>(null);
+  // Set by the Copy Agent page's "AI Detect & Check Eligibility" flow when the screenshots were
+  // saved under a placeholder folder name; renamed to the real patient name once the user confirms.
+  const pendingFolderRenameRef = useRef<{ patientId: number; patientName: string } | null>(null);

  // Load chat history from server on first mount (server is source of truth)
  const serverLoaded = useRef(false);
@@ -237,6 +255,59 @@ export function ChatbotButton() {
    messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
  }, [messages, step]);

+  // Opened externally by the Copy Agent page after it saves screenshots and runs AI
+  // Member ID/DOB extraction — lands the chatbot directly on the confirm step.
+  useEffect(() => {
+    function handleOpenEligibilityIdReady(e: Event) {
+      const detail = (e as CustomEvent).detail as {
+        memberId: string | null;
+        dob: string | null;
+        autoCheck: string;
+        patient: PatientResult | null;
+        patientId?: number;
+        pendingFolderPatientName?: string;
+      };
+
+      if (detail.patientId && detail.pendingFolderPatientName) {
+        pendingFolderRenameRef.current = {
+          patientId: detail.patientId,
+          patientName: detail.pendingFolderPatientName,
+        };
+      }
+
+      if (shouldAutoReset()) resetStep();
+      setOpen(true);
+
+      if (detail.memberId && detail.dob) {
+        setEligibilityIdData({
+          memberId: detail.memberId,
+          dob: detail.dob,
+          siteKey: "",
+          autoCheck: detail.autoCheck || "mh",
+          patient: detail.patient,
+          appointmentDate: null,
+        });
+        addMsg(
+          "bot",
+          `I read this from your screenshots — ready to check ${detail.autoCheck === "mh" ? "MassHealth" : "eligibility"} for ${
+            detail.patient ? `${detail.patient.firstName} ${detail.patient.lastName}` : detail.memberId
+          }. Confirm to proceed.`
+        );
+        setStep("eligibility-id-ready");
+      } else {
+        setPasteInput([detail.memberId, detail.dob].filter(Boolean).join("  "));
+        addMsg(
+          "bot",
+          "I saved your screenshots but couldn't fully read the Member ID/DOB. Please review and complete the fields below:"
+        );
+        setStep("eligibility-input");
+      }
+    }
+
+    window.addEventListener("chatbot:open-eligibility-id-ready", handleOpenEligibilityIdReady);
+    return () => window.removeEventListener("chatbot:open-eligibility-id-ready", handleOpenEligibilityIdReady);
+  }, []);
+
  // Persist messages to sessionStorage AND server
  useEffect(() => {
    try {
@@ -284,6 +355,7 @@ export function ChatbotButton() {
    setBatchClaimData(null);
    setBatchCheckAndClaimData(null);
    setPreauthReadyData(null);
+    pendingFolderRenameRef.current = null;
  };

  // Full reset including message history and stored session
@@ -377,13 +449,39 @@ export function ChatbotButton() {
    sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
    window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
    markJobStarted();
+    if (pendingFolderRenameRef.current) {
+      const { patientId, patientName } = pendingFolderRenameRef.current;
+      pendingFolderRenameRef.current = null;
+      apiRequest("PATCH", `/api/claims/patient-folder/${patientId}/confirm-name`, { patientName }).catch(() => {});
+    }
    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
  };

-  const handleEligibilityIdRun = () => {
+  // If the user hand-edited the Member ID/DOB on the "eligibility-id-ready" card (e.g. fixing a
+  // misread digit), push the correction to the patient record too — otherwise the real eligibility
+  // check (which matches by insuranceId+dob) would create a second, disconnected patient instead
+  // of updating this one. Surface a failure in the chat rather than swallowing it, since a silent
+  // failure here means the check proceeds against a stale record and silently creates a duplicate.
+  const syncEditedPatientFields = async (memberId: string, dob: string, patientId?: number): Promise<boolean> => {
+    if (!patientId) return true;
+    try {
+      await apiRequest("PUT", `/api/patients/${patientId}`, { insuranceId: memberId, dateOfBirth: dob });
+      return true;
+    } catch (err: any) {
+      console.error("Failed to sync edited Member ID/DOB to patient record:", err);
+      addMsg(
+        "bot",
+        `⚠️ Couldn't save the edited Member ID/DOB to the patient record (${err?.message ?? "unknown error"}). The eligibility check may create a duplicate patient — check the Patients page after.`
+      );
+      return false;
+    }
+  };
+
+  const handleEligibilityIdRun = async () => {
    if (!eligibilityIdData) return;
    addMsg("user", "Check eligibility now");
    addMsg("bot", "Opening the eligibility check page...");
+    await syncEditedPatientFields(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.patient?.id);
    prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
  };

@@ -416,6 +514,7 @@ export function ChatbotButton() {
      ? new Date(targetDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
      : "today";
    addMsg("user", `Check eligibility & add to schedule (${dateLabel})`);
+    await syncEditedPatientFields(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.patient?.id);

    if (!eligibilityIdData.patient) {
      addMsg("bot", `Running eligibility check — will add patient and create appointment for ${dateLabel} after...`);
@@ -859,8 +958,29 @@ export function ChatbotButton() {
                      {eligibilityIdData.patient.firstName} {eligibilityIdData.patient.lastName}
                    </p>
                  )}
-                  <p className="text-xs text-blue-600">ID: {eligibilityIdData.memberId}</p>
-                  <p className="text-xs text-gray-500">DOB: {eligibilityIdData.dob}</p>
+                  <div className="space-y-1">
+                    <Label className="text-[10px] text-gray-500">Member ID</Label>
+                    <Input
+                      value={eligibilityIdData.memberId}
+                      onChange={(e) =>
+                        setEligibilityIdData((prev) => (prev ? { ...prev, memberId: e.target.value } : prev))
+                      }
+                      className="h-7 text-xs bg-white"
+                    />
+                  </div>
+                  <div className="space-y-1">
+                    <Label className="text-[10px] text-gray-500">Date of Birth (MM/DD/YYYY)</Label>
+                    <Input
+                      value={isoToMDY(eligibilityIdData.dob)}
+                      onChange={(e) =>
+                        setEligibilityIdData((prev) =>
+                          prev ? { ...prev, dob: mdyToISO(e.target.value) } : prev
+                        )
+                      }
+                      placeholder="MM/DD/YYYY"
+                      className="h-7 text-xs bg-white"
+                    />
+                  </div>
                  {eligibilityIdData.patient?.insuranceProvider && (
                    <p className="text-xs text-gray-500">{eligibilityIdData.patient.insuranceProvider}</p>
                  )}
@@ -1,7 +1,7 @@
 import { useRef, useState } from "react";
 import ReactCrop, { Crop, PixelCrop, centerCrop, makeAspectCrop } from "react-image-crop";
 import "react-image-crop/dist/ReactCrop.css";
-import { Camera, Copy, RotateCcw, Save } from "lucide-react";
+import { Camera, Copy, Plus, RotateCcw, Save, Sparkles, X } from "lucide-react";
 import { Button } from "@/components/ui/button";
 import { Input } from "@/components/ui/input";
 import { Label } from "@/components/ui/label";
@@ -33,6 +33,20 @@ function getCroppedDataUrl(image: HTMLImageElement, crop: PixelCrop): string {
  return canvas.toDataURL("image/png");
 }

+interface BatchedScreenshot {
+  id: string;
+  dataUrl: string;
+  fileName: string;
+}
+
+interface TempPatient {
+  id: number;
+  firstName: string | null;
+  lastName: string | null;
+}
+
+const PENDING_SCREENSHOTS_KEY = "copy_agent_pending_screenshots";
+
 export default function AiCopyAgentPage() {
  const { toast } = useToast();
  const [selectedPatient, setSelectedPatient] = useState<Patient | null>(null);
@@ -43,6 +57,8 @@ export default function AiCopyAgentPage() {
  const [isCapturing, setIsCapturing] = useState(false);
  const [countdown, setCountdown] = useState<number | null>(null);
  const [isSaving, setIsSaving] = useState(false);
+  const [isDetecting, setIsDetecting] = useState(false);
+  const [batch, setBatch] = useState<BatchedScreenshot[]>([]);
  const streamRef = useRef<MediaStream | null>(null);
  const imgRef = useRef<HTMLImageElement | null>(null);

@@ -132,47 +148,97 @@ export default function AiCopyAgentPage() {
    handleCapture();
  };

+  const clearActive = () => {
+    setScreenshot(null);
+    setFileName("");
+    setCrop(undefined);
+    setCompletedCrop(undefined);
+  };
+
+  // Applies the current crop to the active screenshot and returns it, without touching state.
+  const finalizeActive = (): BatchedScreenshot | null => {
+    if (!screenshot) return null;
+    const croppedImage =
+      completedCrop && imgRef.current
+        ? getCroppedDataUrl(imgRef.current, completedCrop)
+        : screenshot;
+    const safeName =
+      fileName.trim().replace(/[/\\?%*:|"<>]/g, "-") || `screenshot_${Date.now()}`;
+    return { id: crypto.randomUUID(), dataUrl: croppedImage, fileName: safeName };
+  };
+
+  const handleAddAnother = async () => {
+    const item = finalizeActive();
+    if (!item) return;
+    setBatch((prev) => [...prev, item]);
+    clearActive();
+    await handleCapture();
+  };
+
+  const handleRemoveBatchItem = (id: string) => {
+    setBatch((prev) => prev.filter((item) => item.id !== id));
+  };
+
+  const getPatientName = (patient: Patient) =>
+    patient.firstName && patient.lastName
+      ? `${patient.firstName} ${patient.lastName}`
+      : patient.firstName ?? `patient-${patient.id}`;
+
+  const itemsToFiles = async (items: BatchedScreenshot[]): Promise<File[]> => {
+    const files: File[] = [];
+    for (const item of items) {
+      const response = await fetch(item.dataUrl);
+      const blob = await response.blob();
+      files.push(new File([blob], `${item.fileName}.png`, { type: "image/png" }));
+    }
+    return files;
+  };
+
+  const uploadToPatient = async (
+    patientId: number | undefined,
+    patientName: string,
+    files: File[],
+    pending: boolean
+  ) => {
+    const formData = new FormData();
+    formData.append("patientId", String(patientId));
+    formData.append("patientName", patientName);
+    if (pending) formData.append("pending", "true");
+    // Lets the backend keep a local-disk-only debug copy — not shown anywhere in the UI.
+    formData.append("screenshotBackup", "true");
+    for (const file of files) formData.append("files", file);
+    await apiRequest("POST", "/api/claims/upload-to-cloud", formData);
+  };
+
+  const getPendingItems = (): BatchedScreenshot[] => {
+    const items = [...batch];
+    const active = finalizeActive();
+    if (active) items.push(active);
+    return items;
+  };
+
  const handleSave = async () => {
-    if (!screenshot || !selectedPatient) return;
+    if (!selectedPatient) return;
+    const items = getPendingItems();
+    if (!items.length) return;

    setIsSaving(true);
    try {
-      const croppedImage =
-        completedCrop && imgRef.current
-          ? getCroppedDataUrl(imgRef.current, completedCrop)
-          : screenshot;
-
-      const response = await fetch(croppedImage);
-      const blob = await response.blob();
-      const safeName =
-        fileName.trim().replace(/[/\\?%*:|"<>]/g, "-") || `screenshot_${Date.now()}`;
-      const file = new File([blob], `${safeName}.png`, { type: "image/png" });
-
-      const patientName =
-        selectedPatient.firstName && selectedPatient.lastName
-          ? `${selectedPatient.firstName} ${selectedPatient.lastName}`
-          : selectedPatient.firstName ?? `patient-${selectedPatient.id}`;
-
-      const formData = new FormData();
-      formData.append("patientId", String(selectedPatient.id));
-      formData.append("patientName", patientName);
-      formData.append("files", file);
-
-      await apiRequest("POST", "/api/claims/upload-to-cloud", formData);
+      const patientName = getPatientName(selectedPatient);
+      const files = await itemsToFiles(items);
+      await uploadToPatient(selectedPatient.id, patientName, files, false);

      toast({
        title: "Saved",
-        description: `Screenshot saved to ${patientName}'s attachments.`,
+        description: `${items.length} screenshot${items.length > 1 ? "s" : ""} saved to ${patientName}'s attachments.`,
      });
-      setScreenshot(null);
-      setFileName("");
-      setCrop(undefined);
-      setCompletedCrop(undefined);
+      setBatch([]);
+      clearActive();
    } catch (error) {
      console.error("Error saving screenshot:", error);
      toast({
        title: "Error",
-        description: "Failed to save screenshot to patient attachments.",
+        description: "Failed to save screenshots to patient attachments.",
        variant: "destructive",
      });
    } finally {
@@ -180,6 +246,193 @@ export default function AiCopyAgentPage() {
    }
  };

+  const detectFromFiles = async (files: File[]) => {
+    const detectFormData = new FormData();
+    for (const file of files) detectFormData.append("files", file);
+    const response = await apiRequest("POST", "/api/ai/detect-eligibility-info", detectFormData);
+    return response.json();
+  };
+
+  const handleAiDetectAndCheck = async () => {
+    const items = getPendingItems();
+    if (!items.length) return;
+    if (selectedPatient) {
+      await runAiDetectForSelectedPatient(selectedPatient, items);
+    } else {
+      await runAiDetectWithoutPatient(items);
+    }
+  };
+
+  const runAiDetectForSelectedPatient = async (patient: Patient, items: BatchedScreenshot[]) => {
+    setIsDetecting(true);
+    try {
+      const patientName = getPatientName(patient);
+      const files = await itemsToFiles(items);
+
+      const [uploadResult, detectResult] = await Promise.allSettled([
+        uploadToPatient(patient.id, patientName, files, true),
+        detectFromFiles(files),
+      ]);
+
+      const saved = uploadResult.status === "fulfilled";
+      if (saved) {
+        setBatch([]);
+        clearActive();
+      }
+
+      if (detectResult.status === "rejected" || detectResult.value?.error) {
+        toast({
+          title: saved ? "Saved, but AI detection failed" : "Error",
+          description: saved
+            ? "Screenshots saved. Enter the Member ID/DOB manually in the chatbot to check eligibility."
+            : "Failed to save screenshots and detect Member ID/DOB.",
+          variant: saved ? undefined : "destructive",
+        });
+        return;
+      }
+
+      if (!saved) {
+        toast({
+          title: "Detected, but save failed",
+          description: "Read the Member ID/DOB, but failed to save the screenshots. Try Save All again.",
+          variant: "destructive",
+        });
+      }
+
+      const memberId: string | null = detectResult.value?.data?.memberId ?? null;
+      const dob: string | null = detectResult.value?.data?.dob ?? null;
+
+      window.dispatchEvent(
+        new CustomEvent("chatbot:open-eligibility-id-ready", {
+          detail: {
+            memberId,
+            dob,
+            autoCheck: "mh",
+            patient: {
+              id: patient.id,
+              firstName: patient.firstName,
+              lastName: patient.lastName,
+              insuranceId: patient.insuranceId ?? null,
+              insuranceProvider: null,
+              dateOfBirth: patient.dateOfBirth ?? null,
+            },
+            patientId: patient.id,
+            pendingFolderPatientName: patientName,
+          },
+        })
+      );
+    } finally {
+      setIsDetecting(false);
+    }
+  };
+
+  // No patient selected: detect first (need memberId+dob to create a patient at all), then
+  // either auto-create a temp "PID-<id>" patient and save under it, or — if detection came back
+  // incomplete — leave the screenshots unsaved and let the user complete the details in the
+  // chatbot manually; insurance-status-page.tsx picks the pending screenshots back up once that
+  // manual check resolves to a real patient.
+  const runAiDetectWithoutPatient = async (items: BatchedScreenshot[]) => {
+    setIsDetecting(true);
+    try {
+      const files = await itemsToFiles(items);
+
+      let detected: { memberId: string | null; dob: string | null };
+      try {
+        const json = await detectFromFiles(files);
+        if (json?.error) throw new Error(json.message || "Detection failed");
+        detected = { memberId: json?.data?.memberId ?? null, dob: json?.data?.dob ?? null };
+      } catch (error) {
+        console.error("Error detecting Member ID/DOB:", error);
+        toast({
+          title: "Error",
+          description: "Failed to read the screenshots. Please try again.",
+          variant: "destructive",
+        });
+        return;
+      }
+
+      const { memberId, dob } = detected;
+
+      if (memberId && dob) {
+        let tempPatient: TempPatient;
+        try {
+          const res = await apiRequest("POST", "/api/patients/create-temp", { memberId, dob });
+          const json = await res.json();
+          tempPatient = json.data;
+        } catch (error) {
+          console.error("Error creating temp patient:", error);
+          toast({
+            title: "Error",
+            description: "Failed to create a patient record for this screenshot.",
+            variant: "destructive",
+          });
+          return;
+        }
+
+        const patientName = getPatientName(tempPatient as Patient);
+        try {
+          await uploadToPatient(tempPatient.id, patientName, files, false);
+        } catch (error) {
+          console.error("Error saving screenshots to temp patient:", error);
+          toast({
+            title: "Detected, but save failed",
+            description: `Created ${patientName}, but failed to save the screenshots. Select them from the patient list and try Save All.`,
+            variant: "destructive",
+          });
+          return;
+        }
+
+        setBatch([]);
+        clearActive();
+        setSelectedPatient(tempPatient as Patient);
+        toast({
+          title: "Patient created",
+          description: `Saved as ${patientName}. Its name will update automatically once the eligibility check confirms it.`,
+        });
+
+        window.dispatchEvent(
+          new CustomEvent("chatbot:open-eligibility-id-ready", {
+            detail: {
+              memberId,
+              dob,
+              autoCheck: "mh",
+              patient: {
+                id: tempPatient.id,
+                firstName: tempPatient.firstName,
+                lastName: tempPatient.lastName,
+                insuranceId: memberId,
+                insuranceProvider: null,
+                dateOfBirth: dob,
+              },
+              patientId: tempPatient.id,
+            },
+          })
+        );
+      } else {
+        try {
+          sessionStorage.setItem(
+            PENDING_SCREENSHOTS_KEY,
+            JSON.stringify(items.map((item) => ({ dataUrl: item.dataUrl, fileName: item.fileName })))
+          );
+        } catch {}
+
+        toast({
+          title: "Couldn't read Member ID/DOB",
+          description:
+            "Complete the details in the chatbot — your screenshots will attach automatically once that check finishes.",
+        });
+
+        window.dispatchEvent(
+          new CustomEvent("chatbot:open-eligibility-id-ready", {
+            detail: { memberId, dob, autoCheck: "mh", patient: null },
+          })
+        );
+      }
+    } finally {
+      setIsDetecting(false);
+    }
+  };
+
  return (
    <div className="container mx-auto space-y-6">

@@ -200,10 +453,34 @@ export default function AiCopyAgentPage() {
        <CardHeader>
          <CardTitle>Capture Screenshot</CardTitle>
          <CardDescription>
-            Capture your screen and save it to a patient's attachments.
+            Capture your screen and save it to a patient's attachments. Take multiple
+            screenshots and save them together as one batch.
          </CardDescription>
        </CardHeader>
        <CardContent className="space-y-4">
+          {batch.length > 0 && (
+            <div className="flex flex-wrap gap-2">
+              {batch.map((item) => (
+                <div key={item.id} className="relative">
+                  <img
+                    src={item.dataUrl}
+                    alt={item.fileName}
+                    className="h-16 w-16 rounded-md border object-cover"
+                  />
+                  <button
+                    type="button"
+                    onClick={() => handleRemoveBatchItem(item.id)}
+                    disabled={isSaving}
+                    className="absolute -top-1.5 -right-1.5 rounded-full bg-background border shadow-sm p-0.5"
+                    title="Remove from batch"
+                  >
+                    <X className="h-3 w-3" />
+                  </button>
+                </div>
+              ))}
+            </div>
+          )}
+
          {screenshot ? (
            <div className="space-y-4">
              <ReactCrop
@@ -238,30 +515,67 @@ export default function AiCopyAgentPage() {
                  <RotateCcw className="h-4 w-4 mr-2" />
                  Retake
                </Button>
+                <Button variant="outline" onClick={handleAddAnother} disabled={isCapturing || isSaving}>
+                  <Plus className="h-4 w-4 mr-2" />
+                  Add Another
+                </Button>
                <Button
                  onClick={handleSave}
-                  disabled={!selectedPatient || isSaving}
+                  disabled={!selectedPatient || isSaving || isDetecting}
                  title={!selectedPatient ? "Select a patient below first" : undefined}
                >
                  <Save className="h-4 w-4 mr-2" />
-                  {isSaving ? "Saving..." : "Save to Patient"}
+                  {isSaving ? "Saving..." : `Save All${batch.length ? ` (${batch.length + 1})` : ""}`}
+                </Button>
+                <Button
+                  variant="secondary"
+                  onClick={handleAiDetectAndCheck}
+                  disabled={isSaving || isDetecting}
+                >
+                  <Sparkles className="h-4 w-4 mr-2" />
+                  {isDetecting ? "Detecting..." : "AI Detect & Check Eligibility"}
                </Button>
              </div>
              {!selectedPatient && (
                <p className="text-xs text-muted-foreground">
-                  Select a patient below to enable saving.
+                  Select a patient below to enable Save All, or use "AI Detect &amp; Check
+                  Eligibility" without selecting one to create a patient automatically.
                </p>
              )}
            </div>
          ) : (
-            <Button onClick={handleCapture} disabled={isCapturing}>
-              <Camera className="h-4 w-4 mr-2" />
-              {countdown !== null
-                ? `Capturing in ${countdown}...`
-                : isCapturing
-                ? "Waiting for screen share..."
-                : "Take Screenshot"}
-            </Button>
+            <div className="flex flex-wrap gap-3">
+              <Button onClick={handleCapture} disabled={isCapturing}>
+                <Camera className="h-4 w-4 mr-2" />
+                {countdown !== null
+                  ? `Capturing in ${countdown}...`
+                  : isCapturing
+                  ? "Waiting for screen share..."
+                  : batch.length > 0
+                  ? "Take Another Screenshot"
+                  : "Take Screenshot"}
+              </Button>
+              {batch.length > 0 && (
+                <>
+                  <Button
+                    onClick={handleSave}
+                    disabled={!selectedPatient || isSaving || isDetecting}
+                    title={!selectedPatient ? "Select a patient below first" : undefined}
+                  >
+                    <Save className="h-4 w-4 mr-2" />
+                    {isSaving ? "Saving..." : `Save All (${batch.length})`}
+                  </Button>
+                  <Button
+                    variant="secondary"
+                    onClick={handleAiDetectAndCheck}
+                    disabled={isSaving || isDetecting}
+                  >
+                    <Sparkles className="h-4 w-4 mr-2" />
+                    {isDetecting ? "Detecting..." : "AI Detect & Check Eligibility"}
+                  </Button>
+                </>
+              )}
+            </div>
          )}
        </CardContent>
      </Card>
@@ -271,7 +585,8 @@ export default function AiCopyAgentPage() {
        <CardHeader>
          <CardTitle>Patient Records</CardTitle>
          <CardDescription>
-            Select the patient this screenshot belongs to.
+            Select the patient this screenshot belongs to, or leave unselected and use
+            "AI Detect &amp; Check Eligibility" to create one automatically.
          </CardDescription>
        </CardHeader>
        <CardContent>
@@ -94,6 +94,8 @@ function waitForSeleniumJob(
  });
 }

+const PENDING_COPY_AGENT_SCREENSHOTS_KEY = "copy_agent_pending_screenshots";
+
 export default function InsuranceStatusPage() {
  const { user } = useAuth();
  const { toast } = useToast();
@@ -181,18 +183,32 @@ export default function InsuranceStatusPage() {
        const { memberId: id, dob, autoCheck: ac } = JSON.parse(raw);
        if (id) setMemberId(id);
        if (dob) {
-          // dob may arrive as MM/DD/YYYY or YYYY-MM-DD — normalize to YYYY-MM-DD
-          const normalized = /^\d{1,2}\/\d{1,2}\/\d{4}$/.test(dob)
-            ? (() => { const [m, d, y] = dob.split("/"); return `${y}-${m!.padStart(2,"0")}-${d!.padStart(2,"0")}`; })()
-            : dob;
-          setDateOfBirth(parseLocalDate(normalized));
+          // dob may arrive as MM/DD/YYYY or YYYY-MM-DD — normalize to YYYY-MM-DD.
+          // A malformed date (e.g. hand-edited in the chatbot) must not abort the rest of
+          // this function — otherwise pendingAutoCheck/prefillTick below never get set and
+          // the auto-trigger effect silently never fires (no error, Selenium never launches).
+          try {
+            const normalized = /^\d{1,2}\/\d{1,2}\/\d{4}$/.test(dob)
+              ? (() => { const [m, d, y] = dob.split("/"); return `${y}-${m!.padStart(2,"0")}-${d!.padStart(2,"0")}`; })()
+              : dob;
+            setDateOfBirth(parseLocalDate(normalized));
+          } catch (dobErr) {
+            console.error("[insurance-status] failed to parse prefilled DOB:", dob, dobErr);
+            toast({
+              title: "Invalid Date of Birth",
+              description: `Couldn't parse "${dob}" — please re-enter the Date of Birth below and try again.`,
+              variant: "destructive",
+            });
+          }
        }
        if (ac) pendingAutoCheck.current = ac;
        sessionStorage.removeItem("chatbot_eligibility");
        // Increment tick so the auto-trigger effect re-fires even when
        // memberId/dob are unchanged (same patient submitted a second time).
        setPrefillTick((n) => n + 1);
-      } catch {}
+      } catch (err) {
+        console.error("[insurance-status] failed to apply chatbot eligibility prefill:", err);
+      }
    };
    apply();
    window.addEventListener("chatbot:eligibility-prefill", apply);
@@ -201,6 +217,7 @@ export default function InsuranceStatusPage() {
  }, []);

  // Populate fields from selected patient
+  const didMountSelectedPatientEffect = useRef(false);
  useEffect(() => {
    if (selectedPatient) {
      setMemberId(selectedPatient.insuranceId ?? "");
@@ -212,12 +229,16 @@ export default function InsuranceStatusPage() {
          ? parseLocalDate(selectedPatient.dateOfBirth)
          : selectedPatient.dateOfBirth;
      setDateOfBirth(dob ?? null);
-    } else {
+    } else if (didMountSelectedPatientEffect.current) {
+      // Only clear on an actual deselection (user action) — not on the initial mount, where
+      // selectedPatient starts null by default and would otherwise wipe out values the
+      // chatbot-prefill effect (above) just set from sessionStorage on this same page load.
      setMemberId("");
      setFirstName("");
      setLastName("");
      setDateOfBirth(null);
    }
+    didMountSelectedPatientEffect.current = true;
  }, [selectedPatient]);

  // Auto-lookup patient by member ID when typed manually
@@ -286,6 +307,49 @@ export default function InsuranceStatusPage() {
    return new Date() < cutoff;
  };

+  // If the Copy Agent page couldn't read a Member ID/DOB from a screenshot, it stashes the
+  // screenshot(s) here and lets the user complete the check manually. Once that check resolves
+  // to a real patient, attach the originally-captured screenshots to that patient's Attachments.
+  const flushPendingCopyAgentScreenshots = async (jobResult: any) => {
+    let raw: string | null = null;
+    try {
+      raw = sessionStorage.getItem(PENDING_COPY_AGENT_SCREENSHOTS_KEY);
+    } catch {}
+    if (!raw || !jobResult?.patientId) return;
+
+    try {
+      sessionStorage.removeItem(PENDING_COPY_AGENT_SCREENSHOTS_KEY);
+      const items: { dataUrl: string; fileName: string }[] = JSON.parse(raw);
+      if (!items.length) return;
+
+      let patientName = `Patient ${jobResult.patientId}`;
+      try {
+        const res = await apiRequest("GET", `/api/patients/${jobResult.patientId}`);
+        const patient: Patient = await res.json();
+        const full = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
+        if (full) patientName = full;
+      } catch {}
+
+      const formData = new FormData();
+      formData.append("patientId", String(jobResult.patientId));
+      formData.append("patientName", patientName);
+      formData.append("screenshotBackup", "true");
+      for (const item of items) {
+        const blobRes = await fetch(item.dataUrl);
+        const blob = await blobRes.blob();
+        formData.append("files", new File([blob], `${item.fileName}.png`, { type: "image/png" }));
+      }
+
+      await apiRequest("POST", "/api/claims/upload-to-cloud", formData);
+      toast({
+        title: "Screenshots attached",
+        description: `Screenshots from Copy Agent were attached to ${patientName}'s attachments.`,
+      });
+    } catch (err) {
+      console.error("Failed to attach pending Copy Agent screenshots:", err);
+    }
+  };
+
  // Shared: run MH eligibility selenium job, return jobResult or throw
  const runMHEligibilitySelenium = async (): Promise<any> => {
    const formattedDob = dateOfBirth ? formatLocalDate(dateOfBirth) : "";
@@ -325,9 +389,11 @@ export default function InsuranceStatusPage() {
      }),
    );

-    return waitForSeleniumJob(jobId, (msg) =>
+    const jobResult = await waitForSeleniumJob(jobId, (msg) =>
      dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
    );
+    await flushPendingCopyAgentScreenshots(jobResult);
+    return jobResult;
  };

  const handleAddPatient = async () => {