- 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>
- 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>
- 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>
- Documents page shows a "Local Folder" card for each selected patient
with an "Open in Cloud Storage" button that deep-links to their folder
- Cloud Storage page reads ?folderId URL param on mount and auto-opens
the folder panel for seamless navigation from Documents
- Backend: GET /api/cloud-storage/patient-folder/:patientId endpoint
that idempotently gets or creates a top-level CloudFolder per patient
- CloudFolder schema gains optional patientId field linked to Patient
- Disk directories for cloud storage folders now use the folder's name
(e.g. "Xiaohui Wang/") instead of the opaque "folder-{id}/" path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GiteadandClaude Opus 5.5