Eligibility: rebuilt the Delta Indiv worker for my.deltadentalcoversme.com —
Dentist tab -> Universal Delta Sign In -> username/Next -> password -> SIGN IN,
confirmation-code (MFA) page detected by URL so the app's OTP popup shows,
then Search for Patient -> Last Name + DOB -> Submit. On the "Benefits for"
details page it reads the patient name, Subscriber # and Eligible through
(active while that date is today or later) and saves the PDF downloaded by
the Print link. Session persists: login is skipped while Search for Patient
is reachable, and Delta Indiv cookies are no longer wiped on agent startup.
The button needs Last Name + DOB (member ID optional; backend falls back to
the scraped Subscriber #). Chatbot gains a Delta Indiv option and aliases.
Claims: Delta Indiv uses the same 2024 ADA form as BCBS with the payer
address Delta Dental, P.O. Box 103, Stevens Point, WI 54481-0103. Adds Delta
Indiv Claim/PreAuth (ADA Form) buttons, Claim All and AI queue routing, Print
ADA Form in the claim viewer, a Delta Indiv fee schedule (copied from BCBS),
and Delta Indiv as its own insurance type so it is no longer treated as
Deltains.
Also renames eligibility buttons: Delta Indiv (Last name, DOB or ID),
Metlife Dental (ID or SSN), Altus (ID, First name, DOB).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Reuses the MetLife eligibility login (persistent profile, email MFA, OTP
from app or browser), then Submit Claims -> ClaimConnect -> DentalXChange
Single Claim: billing/rendering provider, member ID, last name, payer
Metlife 65978, patient picked by DOB/name, signature on file Yes, one
claim item per CDT code (date, code, tooth, surfaces, fee; Add Claim Item
past 3), Finish, Submit Claim, then Back to Claim to read the Claim ID and
save the page as PDF. Waits out Wicket ajax/veil before each click.
MetLife now has its own fee schedule (seeded from DDMA) instead of falling
back to MassHealth prices.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Eligibility (no OTP, fresh browser per run like MH): logs in, opens Benefits &
Claims Information, searches by Subscriber ID (or Subscriber Last Name via
"Click Here"), First Name and DOB, picks the matching row from the patient list,
sets ACTIVE/INACTIVE from the Coverage range, reads Group Number into the
patient's Group Number, opens View Details for the last name and plan name,
and saves the details page PDF to the patient's Eligibility folder. A patient
switching plans is matched by name + DOB so Altus overwrites the old insurance
instead of creating a duplicate.
Claims: Altus uses the same 2024 ADA form as BCBS with the Altus payer address
(P.O. Box 1557, Providence, RI 02901-1557). Adds Altus Claim/PreAuth (ADA Form)
buttons, Claim All and AI queue routing, Print ADA Form in the claim viewer, and
an Altus fee schedule (copied from BCBS).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Mirrors the DDMA flow: persistent Chrome profile + credential-change logout,
PingOne login with email MFA selection and OTP from app or browser,
Eligibility & Plan Details search (masked Subscriber ID/SSN), family member
picked by DOB and re-verified on the plan details page, PDF saved to the
patient's Eligibility folder and status set ACTIVE/INACTIVE.
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>
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.
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>
Delta Dental MA moved their provider login from providers.deltadentalma.com/onboarding
to www.deltadentalma.com/sign-in with new form field selectors, and moved eligibility
search behind a "Group/Health Connector" search page keyed by subscriber ID + birthdate
instead of the old member-search form. Updates login, OTP/MFA handling, and member
search/selection across the eligibility and claim DDMA workers and their session helpers.
- PDF import now marks payments as PAID when MassHealth patient's
mhPaidAmount >= totalBilled (no patient balance)
- Newly created patients from MH vouchers get insuranceProvider = 'MassHealth'
- Existing patients with blank insuranceProvider get it filled on import
- Fix: update patient name from PDF if existing record has empty name
- Various frontend/selenium/route updates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New Selenium worker (fresh Chrome per run, no persistent session)
login → OTP modal → eTools → ConnectCenter → Verification →
New Eligibility Request → fill form (NPI, member ID, DOB) →
Expand All → CDP PDF back to app
- Backend route fetches BCBS_MA credentials + provider NPI from settings
- Frontend OTP modal with 6-digit code entry
- BCBS MA added to insurance credentials dropdown in settings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full Selenium automation for United/DentalHub claim submission
(steps 1-8: login, OTP, patient search, practitioner page, code entry,
other coverage No, attachments, submit, Status & History PDF)
- Consolidate UnitedDH siteKey to UNITED_SCO throughout app
- Fix procedure date overwrite with Ctrl+A+Delete before typing service date
- Fix OTP popup reliability: emit every poll (no throttle)
- Fix Chrome session persistence: only clear cookies on startup
- Add touchPatient() to storage: claim submission now pushes patient to
top of list across eligibility, claims, and documents pages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full DDMA claim Selenium flow (steps 1-8): search patient, open
member page, create claim, fill form, attach files, next, submit,
extract claim number and save confirmation PDF
- Add fee schedule price-mismatch dialog for all claim buttons (MH,
CCA, DDMA, United, Tufts, Save) with optional price update to JSON
- Add OTP modal for DDMA claim when session expires, mirroring
eligibility OTP flow
- Close Chrome after claim submission via quit_driver() (session
preserved in profile)
- Move Map Price button between Direct Submission and procedure table,
right-aligned above Billed Amount column
- Add fee-schedule update-price backend route
- Add DDMA claim processor with claimNumber/pdf_url result handling
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add CCA claim submit Selenium worker (login, fill form, attach docs, submit, capture dashboard PDF)
- Add CCA fee schedule (procedureCodesMH.json renamed, procedureCodesCCA.json added with D6010)
- Add backend route /api/claims/cca-claim, processor, and Selenium client
- Wire CCA claim handler in claims-page with job tracking and PDF preview popup
- Add insurance type dropdown in claim form (same options as eligibility page)
- Auto-populate insurance type from patient.insuranceProvider in claim form and patient edit form
- Map fee schedule by insurance type in Map Price button and combo buttons
- Fix CCA login speed (remove fixed sleeps, use readyState check)
- Fix CCA claim DOB format bug (was sending MM-DD-YYYY, now sends YYYY-MM-DD)
- Fix npiProviderId not saved for CCA claims
- Change Add Service → CCA Claim button (blue), MH → MH Claim
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Insurance Forms modal: split into Insurance Claim / PreAuth tabs
- PreAuth tab: same patient info + service lines, no toggle/direct combos
- Excluded Recalls & New Patients, Composite Fillings (Front/Back), Pedo from PreAuth combos
- Extractions: replaced Simple/Surg/Baby Teeth EXT with Full Bony EXT (D7240)
- MH PreAuth button: rewritten selenium worker to use masshealth-dental.org,
selects Dental Prior Authorization (2nd option), skips Date of Service field
- agent.py: convert pdf_path to pdf_url for /claim-pre-auth endpoint
- nginx + Express: raise body size limit to 50mb (fix 413 errors)
- DB schema: appointmentId optional on Claim, add preAuthNumber field, add PREAUTH status
- Backend: create PREAUTH claim record on preauth submit, save preAuthNumber on completion
- Claims table: add PreAuth No column (blue) next to Claim No
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add MH Eligibility & History button: runs full MH eligibility flow then
clicks member ID → service history, prints both PDFs via CDP, opens
dual side-by-side PDF modal (eligibility auto-downloads, history does not)
- Add CMSP Eligibility & History & Remaining button: same flow plus
navigates back to member details, clicks View Accumulator, prints
accumulator PDF via CDP; opens 3-panel side-by-side PDF modal
- Generalize DualPdfPreviewModal to accept panels[] array (works for 2 or 3 PDFs)
- Auto-download eligibility PDF via direct API URL to avoid Chrome Safe
Browsing pause on blob: URL downloads
- New backend processors, job types, and routes for both flows
- New Python Selenium workers with stable CSS selectors (ng-bind, href*)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add selenium_MHPaymentCheckWorker.py: logs into MassHealth portal, navigates to Search Claims, enters claim number, extracts totalPaidAmount from results table
- Register /mh-payment-check endpoint in Selenium agent
- Add mhPaidAmount field to Payment model with migration
- Add PATCH /api/payments/:id/mh-payment-check backend route: fetches MH credentials, calls selenium, stores result
- Add Claim No. column (MassHealth claim number) as first data column in payments table
- Move Payment ID and Claim ID columns to end of table
- Add MH Paid column showing mhPaidAmount in green
- Wire Check MH Payment button to call API for each selected payment and refresh table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add /dentaquest-eligibility endpoint in Python agent (Tufts SCO uses providers.dentaquest.com)
- Add backend route, processor, and service client for Tufts SCO (separate from UnitedSCO/DentalHub)
- Fix Tufts SCO button to post to new tuftssco route instead of unitedsco
- Fix credential field names: dentaquestUsername/Password (was tuftsscoUsername/Password)
- Fix socket event: listen for selenium:dentaquest_session_started (was unitedsco)
- Fix error visibility: keep session alive 30s on error so backend reads real message
- Replace free-text Site Key field with dropdown to prevent key mismatches
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Route DDMA eligibility through InProcessQueue (concurrency=1) so it
queues behind other selenium jobs instead of running concurrently
- New ddmaEligibilityProcessor: starts Python session, polls for OTP/
completion via socket events, saves PDF and updates patient DB
- Frontend ddma-buton-modal now uses shared app socket + job:update
pattern (drops private socket connection)
- SeleniumService: upgrade ddma_browser_manager with credential hash
tracking, anti-detection options, and startup session clearing;
upgrade DDMA worker with firstName/lastName support, PDF via
printToPDF, force-logout on credential change; upgrade helpers with
dual OTP strategy (app API + browser polling); add /clear-ddma-session
endpoint; reduce fixed sleeps with smart WebDriverWait
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GiteadandClaude Opus 5.5