fix: DDMA claim checkbox, eligibility patient name, and ID+DOB patient lookup

- Claim step2: robust member checkbox selection with page-wide fallback
- Eligibility: take patient name from 'Benefits for' heading, not subscriber name
- Processor: update the patient just created/matched by ID+DOB, not first ID match

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

apps/Backend/src/queue/processors/_shared.ts

@@ -167,12 +167,17 @@ export async function createOrUpdatePatientByInsuranceId(options: {
   }
 
   try {
-    await storage.createPatient(patientData);
+    const created = await storage.createPatient(patientData);
     console.log(`[createOrUpdatePatient] patient created successfully for insuranceId="${normalizedId}"`);
+    // Return the record just created — family members share an insuranceId, so an
+    // id-only lookup could return a different member.
+    if (created?.id) return created;
   } catch (dbErr: any) {
     console.error(`[createOrUpdatePatient] DB create failed:`, dbErr?.message ?? dbErr);
     throw dbErr;
   }
 
-  return storage.getPatientByInsuranceId(normalizedId);
+  return dobDate
+    ? storage.getPatientByInsuranceIdAndDob(normalizedId, dobDate)
+    : storage.getPatientByInsuranceId(normalizedId);
 }

apps/Backend/src/queue/processors/ddmaEligibilityProcessor.ts

@@ -119,7 +119,7 @@ async function processDdmaResult(
     }
 
     // 2) Create / update patient
-    await createOrUpdatePatientByInsuranceId({
+    const upsertedPatient = await createOrUpdatePatientByInsuranceId({
       insuranceId,
       firstName,
       lastName,
@@ -129,7 +129,14 @@ async function processDdmaResult(
 
     // 3) Fetch patient (needed for ID)
     const normalizedInsuranceId = insuranceId.replace(/\s+/g, "");
-    const patient = await storage.getPatientByInsuranceId(normalizedInsuranceId);
+    // Use the patient just created/updated (family members share an insuranceId, so an
+    // id-only lookup could return a different member).
+    const dobForLookup = formDob ? new Date(formDob) : null;
+    const patient =
+      upsertedPatient ??
+      (dobForLookup && !isNaN(dobForLookup.getTime())
+        ? await storage.getPatientByInsuranceIdAndDob(normalizedInsuranceId, dobForLookup)
+        : await storage.getPatientByInsuranceId(normalizedInsuranceId));
     log("ddma-processor", `patient lookup after create: ${patient ? `id=${patient.id}` : "NOT FOUND"} for insuranceId="${normalizedInsuranceId}"`);
     if (!patient?.id) {
       output.patientUpdateStatus = "Patient not found; no update performed";