- Preauth column: BCBS appointments fill the 2024 ADA form with box 1
"Request for Predetermination/Preauthorization" (claim saved as PREAUTH),
saved to Documents > PreAuth as ADA_PreAuth_*.pdf, then back to schedule
- Claim form PreAuth tab: "BCBS PreAuth (ADA Form)" button
- Preauth forms list procedure dates 6 days after the preauth date
- PREAUTH claims create no payment; saved BCBS preauths count as preauthorized
- Schedule: appointments with a completed preauth show dark gray
- "Download Filled Claim/Preauth Form" also zips the BCBS preauth forms
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Schedule: last column is the Preauth column; "Claim for Column with AI" is now
"Claim/Preauth for Column with AI" — that column's appointments go to PreAuth
(MH, CCA, Tufts SCO, United/DentalHub; other insurances are skipped), the rest
to Claim. Preauthorized appointments (hasPreauth) aren't resubmitted
- PreAuth payloads carry appointmentId; appointment X-rays/attachments are sent
with MH/CCA/UnitedDH/Tufts preauths (shared appendAppointmentFiles helper)
- Patient form: policy holder is searchable from patients in the DB, plus
"Relationship to Policy Holder/Subscriber" (Self, Spouse, Dependent Child,
Other). New Patient columns policyHolderPatientId, policyHolderRelationship;
browser-side schema updated so the fields aren't stripped on save
- ADA form: box 12-14 filled from the linked policy holder's record; box 18
ticks the relationship (Self when the patient is the holder)
- AI notes: a bare "2PA" is an image count, not tooth #2 — restored before CDT
lookup so it maps to D0220 #8 / D0230 #24
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- "Download Claim PDF for Column" -> "Download Filled Claim Form": ZIP of the
ADA forms the app filled (e.g. BCBS) for appointments on the selected
schedule date, all columns; Selenium-submitted claims are not included
(GET /api/claims/filled-forms replaces /batch-pdf)
- After a BCBS claim from "Claim for column with AI", go back to the
schedule even when the queue is finished
- Schedule remembers the selected date for the tab, so returning from the
claims page keeps the working date instead of jumping to today
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Claim for column with AI: BCBS patients auto-generate the 2024 ADA form
(no tab) and save it to the patient's Documents > Claims folder; the
manual BCBS button saves there too (new POST /api/claims/:id/ada-form)
- Saved BCBS form sets the claim to REVIEW; appointments with a claim
number or REVIEW/APPROVED status show as claimed (dark gray)
- CDT lookup: "comp on #18 O, 20 O, 21 O" applies composite to every tooth
- BCBS fee schedule (procedureCodesBCBS.json, copied from DDMA prices)
- Office Contact: Legal Name field; "Dental Office Name (DBA)" label
- ADA form: 48 = legal name, DBA, address; 56 = address only; 53 date =
claim date; 23 and 26 left blank; 43 = No unless appointment notes say
a prosthesis is replaced (then Yes, with 44 prior date when given)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Pontic previously fell through to keyword search and always hit D6241.
Now an explicit material on the pontic wins; otherwise it follows the
crowns in the same request, defaulting to D6245. Also drop 'not for
united' from the D6245 description.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Backend insurance ID check now accepts letters + digits (BCBS IDs have
a letter prefix), matching the frontend schema; create route validates
the normalized body
- Patient.state column (default "MA") with State select on the patient
form; ADA claim form uses the patient's state instead of the office's
- Rebuild stale packages/db compiled .js so the runtime schemas include
new fields (state, office billing NPI fields, Telnyx settings)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- New GET /api/claims/:id/ada-form fills the 2024 ADA Dental Claim Form
(J43024) with payer address, patient/subscriber, CDT lines, fees,
missing teeth, billing (office) NPI and treating NPI; signatures blank
- "BCBS Claim (ADA Form)" button saves the claim and opens the PDF;
Claim All routes BCBS patients to it; "Print ADA Form" in claim view
- Settings > NPI Providers: "Add Office NPI" (billing name, NPI, license,
TIN) and optional per-provider license number
- Migration: office_contact billing fields, NpiProvider.licenseNumber
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Covers the scoped sudoers grant, updating the three per-office config files, reissuing the LAN cert, deploying nginx, repointing the Cloudflare Tunnel, the manual LAN DNS step, updating Twilio/Telnyx webhooks, and keeping per-office config out of git with skip-worktree.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Patient's actual age now decides adult vs child prophylaxis instead of
trusting literal "adult prophy"/"child prophy" wording in notes. Applies
bidirectionally (corrects both D1110-on-a-child and D1120-on-an-adult) and
also resolves ambiguous bare "prophy"/"cleaning" input purely from age.
Wired into all single- and batch-claim chat flows.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
The WebDAV server was narrowed to serve only backups/ (to stop exposing
.env), but the receiver still pulls /backups, /chat-history and /uploads,
so every sync failed with "directory not found". Serve the app root
filtered with --include to just those three folders; everything else
(.env, source, config/key files) returns 404.
Sync Now now saves the typed source IP/port before pulling, since the
pull reads the saved config.
stop-app.sh also frees port 8080: kill -9 on the backend orphans the
rclone child, which then keeps the port with stale settings.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
CCA step1 was treating the harmless "password set to expire" banner as a
fatal error, closing the browser before the eligibility popup/report
could be captured. Now it short-circuits to success once the patient
popup renders and ignores password-expiration notices.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- 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>
DDMA redesigned their claims-submission flow, so the worker now navigates
via the dashboard's "Submit Claims" quick link, the "Member Search" and
"Claim Detail" sidebar sections, checkbox-based member selection, indexed
treatment-row fields, a multi-file upload input, and the new confirmation
page layout.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Fixes the transaction-type radio button (was matching nothing; now
targets the real data-testid), and adds a Deltains fee schedule
(seeded from DDMA's prices) so Deltains claims stop falling back to
MassHealth pricing.
Adds a full "Deltains Claim" button next to Delta MA Claim, mirroring
the DDMA claim flow across frontend, backend queue/routes, and a new
Selenium worker. Reuses the existing Deltains eligibility login/OTP
code and was iteratively wired against the live portal (patient roster
search, per-service-line fields, tooth number/surface selects, review
and submit). Also fixes chatbot/insurance-alias carrier recognition so
"deltains" resolves correctly instead of falling back to MassHealth.
Only two paths now: click the radio in the last history row when a
table is shown, or click the Member Details link directly when no
history/radio appears at all (single unambiguous match, as seen for
patient Nassim). Removes the first-row retry fallback.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Click the first visible 'Next' button on the Patient Information step
instead of a stale hidden one, so the wizard advances after member select
- Read procedure fee from totalBilled/billedAmount (matching every other
claim worker) instead of a fee key the frontend never sends
- Implement claim confirmation PDF capture + claim number extraction
- Check "Remember this device" on the OTP page so future logins skip OTP
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Remaining benefit amount didn't show until a manual page reload
because invalidateQueries was placed after an early return (chatbot
claim flow) for MH checks, and was missing entirely from the 7
other-provider eligibility buttons.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- AI-column auto-submit and manual "Claim All" dispatchers in claim-form.tsx
had no United Ucard branch, so United Ucard claims silently fell through
to the MassHealth (MH) submit handler instead of opening the United Ucard
site.
- Added a United Ucard fee schedule (copied from United SCO as a starting
point) and wired it into the frontend price-mapping/mismatch-check code
and the backend fee-schedule update route, which previously had no
schedule for United Ucard and fell back to MassHealth's prices.
- Selenium claim worker: when the member search returns multiple coverage
records, it now tries the last row first (existing default) and falls
back to the first row only if the "Member Details" link never appears
(i.e. the last row was an inactive record), instead of only ever trying
one or the other.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Status & History page loads results asynchronously; a single 20s wait
was giving up before the row appeared, so the pre-auth number was
never captured. Now polls up to 75s for a populated row.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a "United Ucard Claim" button (claims/preauth insurance form) that
submits through a full Selenium pipeline mirroring the Tufts SCO claim
worker: frontend handler -> backend route/queue processor -> Python
agent, reusing the persistent login/OTP session from the existing
United Ucard eligibility check. Implements the UHC Dental claim wizard
end-to-end (Provider Information, Patient Information search/select,
Claim Information procedures + questions, Upload Documents, Review and
Sign, Submit); the final confirmation-page PDF/claim-number capture is
still a TODO stub pending that page's DOM.
Also wires United Ucard into the AI chatbot's eligibility flow
(insuranceAliases.json, siteKeyToAutoCheck, clarification options), and
fixes a bug where the AI-column batch claim feature silently defaulted
United Ucard patients to MassHealth because batchColumnDeriveSiteKey
had no matching branch and no job-dispatch case for UNITED_UCARD.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a full login/OTP/search/capture flow for United Ucard (OneHealthcareID
-> UHC Dental provider portal), mirroring the United SCO/DDMA pattern:
persistent Chrome profile, OTP polling, member eligibility search, and PDF
capture saved to the patient's Eligibility folder.
Also fixes a validation bug in the browser-safe patient schema where
email/address/city/zipCode/gender/phone were optional but not nullable,
rejecting patient records with null values on those fields during edits
(e.g. "Expected string, received null").
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Auto-fill service line price when a recognized CDT code is typed
(e.g. D2740), instead of requiring a separate "Map Price" click
- Fix chatbot preauth prefill using an empty DOB for price lookup,
causing age-tiered codes (D2740) to price as $0
- Re-apply fee-schedule pricing with the loaded patient DOB before
MassHealth preauth auto-submit
- Add a "Recement Crown" (D2920) combo button distinct from "Crown"
(D2740) to avoid picking the wrong code/price
- Fix AI note parsing to prioritize "recement" over "crown" regardless
of word order or tooth-number format (e.g. "#7 crown recement")
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
closeClaim() was clearing chatbotAutoSubmitSiteKey synchronously right
after the selenium job kicked off, before the job's async completion
handler could check it. This was masked for all but the last claim in
the batch because closeClaim() also navigated away (unmounting the
page) whenever more claims were queued. On the last claim the page
stayed mounted, so the completion handler read a stale cleared value
and let the PDF preview popup through. Track the site key in a ref
that survives closeClaim() and is cleared only after the job's own
completion handler consumes it.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- 2PA with no explicit tooth numbers now defaults to D0220 #8 / D0230 #24
- Claims submitted via the AI chat column no longer auto-open the PDF preview modal
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- unitedSCOEligibilityProcessor: overwrite patient's stored insuranceId when
the eligibility page reports a different (updated) Member ID than the one
searched with.
- CMSP worker: add AngularJS late-binding retry to results-table extraction
(ported from the MH worker's a0417653 fix), since every patient now routes
through this worker for the accumulator check.
- cmspEligibilityHistoryRemainingProcessor: stop forcing patient status to
UNKNOWN when extraction fails; a failed run landing after a successful one
was clobbering a correct ACTIVE/INACTIVE status.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Frontend uses the Web Speech API for speech-to-text and text-to-speech
(no key needed). Adds POST /api/translate backed by Google Cloud
Translation API v2, gated on GOOGLE_TRANSLATE_API_KEY (placeholder
added to .env/.env.example, unset by default).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Google Translate-style side-by-side layout with per-side language
pickers on the patient connection page. UI shell only for now, no
translation provider wired up yet.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Scripts still referenced the old project folder name after the rename,
which broke the desktop shortcuts and start/stop scripts.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Twilio now handles only the in-browser dial pad (Access Token + browser-Device
outbound TwiML); Telnyx takes over SMS, inbound voicemail, the AI voice
conversation loop, and staff-triggered outbound calls via TeXML. Adds
TelnyxSettings model, Communication.provider discriminator, new comms/routes
modules, and a real Telnyx Settings page.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- 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>
DDMA now often skips the family-members results table and navigates
straight to the single-patient detail page, and labels the patient's
name "Subscriber name:" instead of "Name:". Update step1/step2 to
detect the detail-page URL correctly (it's nested under the search
path, so a plain substring check couldn't tell them apart), extract
the name from the new label, and fall back to parsing "Coverage is:"
for eligibility status when there's no results row to read it from.
Also fix a status-text substring bug ("active" matching inside
"inactive") and stop the backend from collapsing an unknown
eligibility result into INACTIVE. Skip name extraction entirely when
the caller already knows the patient (existing-patient recheck).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Only block appointment creation on explicit INACTIVE status, since
scrapes for some plan types (e.g. MassHealth Child Medicaid) can land
on UNKNOWN without actually finding an ineligible record.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds Levenshtein-based fuzzy word matching to lookupCdtCodes so
misspellings like "comprehensiv exam" resolve the same as
"comprehensive exam". Both the AI chat bot and the AI claim column
share this matcher, so the fix applies to both.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
D-Bus service activation can respawn gnome-keyring-daemon even after
the package is removed and PAM/autostart hooks are disabled.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
GiteadandClaude Opus 5.5