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>
This commit is contained in:
Claude Sonnet 5
@@ -14,6 +14,7 @@ import {
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Image as ImageIcon,
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} from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import { useLocation } from "wouter";
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import { cn } from "@/lib/utils";
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@@ -77,6 +78,20 @@ function makeMsg(role: "bot" | "user", text: string, isLoading = false): Message
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return { id: ++msgCounter, role, text, isLoading };
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}
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// eligibilityIdData.dob is stored/sent as ISO ("YYYY-MM-DD") everywhere downstream (patient
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// sync, sessionStorage prefill, matching) — these only convert for display/editing.
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function isoToMDY(iso: string): string {
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const m = iso.match(/^(\d{4})-(\d{2})-(\d{2})$/);
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if (!m) return iso;
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return `${m[2]}/${m[3]}/${m[1]}`;
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}
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function mdyToISO(mdy: string): string {
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const m = mdy.match(/^(\d{1,2})\/(\d{1,2})\/(\d{4})$/);
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if (!m) return mdy;
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return `${m[3]}-${m[1]!.padStart(2, "0")}-${m[2]!.padStart(2, "0")}`;
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}
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function getAutoCheck(dobISO: string): "mh" | "cmsp" {
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const [y, m, d] = dobISO.split("-").map(Number);
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const today = new Date();
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@@ -212,6 +227,9 @@ export function ChatbotButton() {
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const pasteRef = useRef<HTMLTextAreaElement>(null);
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const freeTextRef = useRef<HTMLTextAreaElement>(null);
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const fileInputRef = useRef<HTMLInputElement>(null);
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// Set by the Copy Agent page's "AI Detect & Check Eligibility" flow when the screenshots were
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// saved under a placeholder folder name; renamed to the real patient name once the user confirms.
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const pendingFolderRenameRef = useRef<{ patientId: number; patientName: string } | null>(null);
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// Load chat history from server on first mount (server is source of truth)
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const serverLoaded = useRef(false);
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@@ -237,6 +255,59 @@ export function ChatbotButton() {
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messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
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}, [messages, step]);
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// Opened externally by the Copy Agent page after it saves screenshots and runs AI
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// Member ID/DOB extraction — lands the chatbot directly on the confirm step.
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useEffect(() => {
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function handleOpenEligibilityIdReady(e: Event) {
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const detail = (e as CustomEvent).detail as {
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memberId: string | null;
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dob: string | null;
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autoCheck: string;
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patient: PatientResult | null;
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patientId?: number;
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pendingFolderPatientName?: string;
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};
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if (detail.patientId && detail.pendingFolderPatientName) {
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pendingFolderRenameRef.current = {
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patientId: detail.patientId,
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patientName: detail.pendingFolderPatientName,
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};
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}
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if (shouldAutoReset()) resetStep();
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setOpen(true);
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if (detail.memberId && detail.dob) {
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setEligibilityIdData({
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memberId: detail.memberId,
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dob: detail.dob,
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siteKey: "",
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autoCheck: detail.autoCheck || "mh",
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patient: detail.patient,
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appointmentDate: null,
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});
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addMsg(
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"bot",
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`I read this from your screenshots — ready to check ${detail.autoCheck === "mh" ? "MassHealth" : "eligibility"} for ${
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detail.patient ? `${detail.patient.firstName} ${detail.patient.lastName}` : detail.memberId
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}. Confirm to proceed.`
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);
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setStep("eligibility-id-ready");
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} else {
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setPasteInput([detail.memberId, detail.dob].filter(Boolean).join(" "));
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addMsg(
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"bot",
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"I saved your screenshots but couldn't fully read the Member ID/DOB. Please review and complete the fields below:"
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);
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setStep("eligibility-input");
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}
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}
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window.addEventListener("chatbot:open-eligibility-id-ready", handleOpenEligibilityIdReady);
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return () => window.removeEventListener("chatbot:open-eligibility-id-ready", handleOpenEligibilityIdReady);
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}, []);
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// Persist messages to sessionStorage AND server
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useEffect(() => {
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try {
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@@ -284,6 +355,7 @@ export function ChatbotButton() {
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setBatchClaimData(null);
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setBatchCheckAndClaimData(null);
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setPreauthReadyData(null);
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pendingFolderRenameRef.current = null;
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};
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// Full reset including message history and stored session
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@@ -377,13 +449,39 @@ export function ChatbotButton() {
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sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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markJobStarted();
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if (pendingFolderRenameRef.current) {
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const { patientId, patientName } = pendingFolderRenameRef.current;
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pendingFolderRenameRef.current = null;
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apiRequest("PATCH", `/api/claims/patient-folder/${patientId}/confirm-name`, { patientName }).catch(() => {});
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}
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const handleEligibilityIdRun = () => {
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// If the user hand-edited the Member ID/DOB on the "eligibility-id-ready" card (e.g. fixing a
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// misread digit), push the correction to the patient record too — otherwise the real eligibility
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// check (which matches by insuranceId+dob) would create a second, disconnected patient instead
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// of updating this one. Surface a failure in the chat rather than swallowing it, since a silent
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// failure here means the check proceeds against a stale record and silently creates a duplicate.
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const syncEditedPatientFields = async (memberId: string, dob: string, patientId?: number): Promise<boolean> => {
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if (!patientId) return true;
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try {
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await apiRequest("PUT", `/api/patients/${patientId}`, { insuranceId: memberId, dateOfBirth: dob });
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return true;
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} catch (err: any) {
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console.error("Failed to sync edited Member ID/DOB to patient record:", err);
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addMsg(
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"bot",
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`⚠️ Couldn't save the edited Member ID/DOB to the patient record (${err?.message ?? "unknown error"}). The eligibility check may create a duplicate patient — check the Patients page after.`
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);
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return false;
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}
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};
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const handleEligibilityIdRun = async () => {
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if (!eligibilityIdData) return;
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addMsg("user", "Check eligibility now");
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addMsg("bot", "Opening the eligibility check page...");
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await syncEditedPatientFields(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.patient?.id);
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prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
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};
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@@ -416,6 +514,7 @@ export function ChatbotButton() {
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? new Date(targetDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
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: "today";
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addMsg("user", `Check eligibility & add to schedule (${dateLabel})`);
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await syncEditedPatientFields(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.patient?.id);
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if (!eligibilityIdData.patient) {
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addMsg("bot", `Running eligibility check — will add patient and create appointment for ${dateLabel} after...`);
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@@ -859,8 +958,29 @@ export function ChatbotButton() {
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{eligibilityIdData.patient.firstName} {eligibilityIdData.patient.lastName}
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</p>
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)}
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<p className="text-xs text-blue-600">ID: {eligibilityIdData.memberId}</p>
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<p className="text-xs text-gray-500">DOB: {eligibilityIdData.dob}</p>
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<div className="space-y-1">
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<Label className="text-[10px] text-gray-500">Member ID</Label>
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<Input
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value={eligibilityIdData.memberId}
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onChange={(e) =>
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setEligibilityIdData((prev) => (prev ? { ...prev, memberId: e.target.value } : prev))
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}
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className="h-7 text-xs bg-white"
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/>
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</div>
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<div className="space-y-1">
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<Label className="text-[10px] text-gray-500">Date of Birth (MM/DD/YYYY)</Label>
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<Input
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value={isoToMDY(eligibilityIdData.dob)}
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onChange={(e) =>
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setEligibilityIdData((prev) =>
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prev ? { ...prev, dob: mdyToISO(e.target.value) } : prev
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)
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}
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placeholder="MM/DD/YYYY"
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className="h-7 text-xs bg-white"
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/>
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</div>
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{eligibilityIdData.patient?.insuranceProvider && (
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<p className="text-xs text-gray-500">{eligibilityIdData.patient.insuranceProvider}</p>
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)}
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