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>
- Reset conversation stage to a fresh start on every new voice call
(recall and reminder alike), and on every hangup/timeout/goodbye,
so an abandoned or completed call never leaves a patient stuck
mid-flow for their next call or text.
- Add a staleness check to the SMS flow: after a long idle gap,
check whether the patient's reply still reads as a continuation
before resuming the stored stage, falling back to a friendly
"it's been a while" re-greeting when unsure.
- Fix parseTime() to handle Twilio's speech-to-text output, which
renders "pm"/"am" with periods and often drops the colon in a
spoken time (e.g. "100 p.m." -> 1:00 PM) — this was silently
failing and causing the AI to loop asking for a time it had
already been given.
- Extend the voice Gather timeout so the AI doesn't hang up on a
patient who just needs a few seconds to respond.
- Reword the recall-call opening line and rework the post-"yes"
prompt to ask for day and time together.
- Fix rclone WebDAV server to serve only the backups folder instead
of the entire backend app directory (was exposing .env and source).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
packages/db/usedSchemas/browser.ts (the browser-resolved copy of the Patient
zod schema, kept separate from the Node copy since it can't import
Prisma-generated code) was missing several fields added to the real schema
over time — preferredLanguage, gender, insuranceProvider, insuranceId,
groupNumber, policyHolder, and the PLAN_NOT_ACCEPTED status. Since the schema
isn't strict, those fields were silently stripped from every patient
create/update in the browser with no validation error, so edits to them
never reached the server.
Also fixes the AI call greeting always playing in English regardless of the
patient's preferred language — the greeting text was a single hardcoded
string, unlike every later turn in the conversation which already branched
by language.
Adds a new recall conversation flow (recall-graph.ts) triggered from the
Patient Connection "AI Call" button: offers an existing patient a routine
exam & cleaning, classifies their yes/no reply, then books directly onto
the schedule (Column A, 30-minute slots, real conflict checking against
office hours and existing appointments) instead of only capturing a
preference for staff to follow up on.
Also adds a "Voice call" label in the message thread to distinguish call
transcripts from SMS, and updates the Call Templates settings UI with an
editable recall greeting.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
AI phone calls now route through the same routePatientTurn() rule engine
as SMS (office-hours checks, slot-conflict checks, MassHealth eligibility,
staff escalation) instead of a freeform LLM chat, and speak in the
patient's preferred language (English/Spanish). Adds a separate "Call
Templates" settings section so spoken wording can be customized
independently from SMS wording.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an "AI Call" option alongside Call/SMS/Chat that places an outbound
call where Lisa converses live with the patient via Twilio speech
gather + TTS, using the same conversational AI as chat. Includes a
separate, user-editable Call Template (Settings > AI Chat/Call Settings)
so the call greeting can be customized independently of SMS templates.
Also fixes the outbound-call webhook URL to always use the fixed public
Twilio hostname (CLOUDFLARE_HOST) instead of deriving it from the
triggering request, since staff-browser requests arrive over the
LAN-only hostname, which Twilio can never reach.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Deleting/replacing an appointment attachment left an orphaned ClaimFile
copy behind (auto-linked earlier by autoLinkAppointmentFiles), causing
the Selenium claim automation to upload extra files beyond what's
currently attached to the appointment. Claim PUT was also append-only
for claimFiles, so removing an attachment in the UI never persisted.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add "surg ext" alias mapping to D7210 in the AI CDT lookup.
- Add GET/DELETE endpoints for appointment attachments, and load existing
attachments in the appointment edit modal (they were uploaded correctly
but never re-fetched, so they appeared to vanish on reopen).
- Fix claim-form.tsx so previously-saved appointment attachments are always
loaded (even when a claim already exists) instead of only when creating a
brand-new claim, preventing them from being silently wiped on save.
- Merge existing appointment attachments into every insurance submit handler
(MassHealth, CCA, DDMA, UnitedDH, TuftsSCO) so Selenium submission always
includes files saved earlier via the Schedule editor, not just files
uploaded in the current claim-form session.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
MassHealth eligibility lookups via the AI chatbot only matched existing
patients on memberId+DOB, so patients imported from PDF extraction (which
have a member ID but no stored birthday) were treated as new/unknown even
though they already exist in the system.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Lets staff attach files to an appointment directly from the edit form via
local disk upload, picking a previously-saved scanned attachment, or an
inline screenshot with crop-before-save (matching the Copy Agent page's
crop UX), instead of detouring through the Copy Agent page. Also fixes a
latent data-loss bug in claim-form's save-for-appointment call, which
replaced all AppointmentFile rows instead of merging with existing ones.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
Native file inputs can't be pointed at a default server folder for security
reasons, so instead the Browse buttons on the Claim/PreAuth/Select Procedures
forms and the AI chatbot's attach button now also offer picking from
previously saved Cloud Storage attachments (e.g. Copy Agent screenshots) via
a new server-side picker modal, scoped per-patient on the claim forms and
unscoped (recent across all patients) in the chatbot.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- PDF viewer hung on "Loading" forever for cloud-backed PDFs: streamFileTo
pipes with {end: false} (by design, so cloud-storage.ts's own routes can
call res.end() themselves), but the new /pdf-files/:id cloud branch never
did, so the HTTP response never completed.
- Documents page showed nothing for patients whose PDFs are only in Cloud
Storage: the page lists categories from the legacy PdfGroup table, which
new saves stopped populating. savePdfToCloudStorage now also ensures a
blob-less PdfGroup row exists per patient/category so the category still
appears, with actual files served from Cloud Storage via the existing
merge in the pdf-files/group listing routes.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
New saves go into the patient's Cloud Storage folder under category subfolders
(Eligibility/Claims/PreAuth/Claim Status/Attachments) via a new
storage.savePdfToCloudStorage helper, instead of the legacy PdfGroup/PdfFile
Postgres blob tables. Old records and their read paths are left untouched for
backward compatibility; PDF list/content/delete endpoints and viewers now
transparently handle both legacy numeric ids and new "cloud:<id>" ids.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- New lab_rx_template table with sortOrder and Prisma migrations
- Backend CRUD + reorder routes at /api/lab-rx/templates
- Auto-seeds 3 Highland Dental Studio defaults on first use per user
- LabRxModal: template picker, inline rename, up/down reorder, full
template form with sections (Template Name / Lab Info / Case Details)
- RX popup: Tooth Number, Shade, Due Date, Doctor (from NPI providers),
Instructions pre-filled with "Please make / Thank you!", print output
- lab-rx-templates.ts config file for future git-managed additions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add "comp" as alias for composite in CDT lookup. Update classifier
prompt with explicit examples for "claim comp #8 ml for lisa today"
and dental surface letter definitions (M/D/L/F/B/O/V/I) so the LLM
correctly treats #tooth+surfaces as composite fillings, not insurance.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The auto-import wipes the database, destroying the cronJobLog record
created at the start of the job. Now duration is calculated from a
local variable instead of querying the DB, and if the record is gone
a fresh log entry is created in the restored database.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Frontend: upload attachments to disk before sending pre-auth payload (same pattern as claims)
- cloud-storage: finalizeFileUpload returns diskPath so Python workers get real file paths
- upload-to-cloud route: return diskPath instead of API URL
- TuftsSCO preAuth worker: skip 'Add a file' button click; send_keys directly to hidden react-aria-Input
- TuftsSCO preAuth worker: JS focus() on tooth field to bypass warning-banner overlay
- TuftsSCO preAuth worker: 1.5s wait after procedure code for layout shift to settle
- TuftsSCO preAuth worker: step8 waits for 'thank' in page_source then extracts via 'submitted pre-authorization' regex
- helpers_tuftssco_preauth: convert pdf_path → pdf_url (http://localhost:5002/downloads/...)
- tuftsSCOPreAuthProcessor: use pdf_url (not pdf_path), save preAuthNumber to preAuthNumber field
- unitedDHPreAuthProcessor: save preAuthNumber to preAuthNumber field (not claimNumber)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AI chat extracts 'with provider <name>' and routes claim to that provider
- Claim form reads provider from sessionStorage before any async effects run,
preventing saved claim/procedure data from overriding the chatbot selection
- NPI provider settings table shows Provider #1 / #2 labels with up/down
reorder buttons; Provider #1 is always the default for claims
- Default provider now uses sortOrder instead of hardcoded 'Mary Scannell'
- Added sortOrder column to NpiProvider schema with migration
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add llm-factory.ts: unified LLM provider abstraction (Google/Claude/OpenAI)
- Install @langchain/anthropic and @langchain/openai packages
- resolveAiProvider picks active provider from DB settings (Claude > OpenAI > Google)
- All AI graphs (reminder, new-patient, reschedule, internal-chat) now accept provider+model params
- Add claudeAiModel, openAiModel, googleAiModel columns to ai_settings table
- New PUT /api/ai/provider-model route to save selected model per provider
- UI model dropdowns for Claude (Haiku/Sonnet/Opus), OpenAI (GPT-5.x series), Google (Gemini 2.5/3.x)
- Google AI section also gets model selector alongside existing API key field
Co-Authored-By: Claude Sonnet 4.6 <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>
Add OpenAI, Claude AI, and DentalManagement AI sections to the AI API
Setting page, each with a masked API key input and an on/off toggle
(defaulting to off). Rename sidebar label from "Google AI Settings" to
"AI API Setting". Add provider-key and provider-enabled backend endpoints
and extend the AiSettings schema with 6 new fields.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add eligibility_by_id and check_and_claim intents to internal chat
- New cdt-lookup.ts: keyword search against fee schedule JSON (no LLM)
- New internal-chat-workflow.ts: deterministic orchestration — patient
resolution, insurance siteKey derivation, CDT code mapping
- Custom CDT aliases stored per-user in DB (TwilioSettings JSON blob)
with GET/PUT /api/ai/cdt-aliases endpoints
- Chatbot UI: new steps for eligibility-id-ready, check-and-claim-ready,
and need-insurance-clarification with insurance picker
- Settings UI: CDT Aliases CRUD table with built-in alias reference
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New DialPad component on Patient Connection page: clickable keypad,
call/hangup/mute buttons, duration timer, keyboard input support
- Backend: POST /api/twilio/voice-token issues Access Token for browser
Device; POST /api/twilio/webhook/voice-browser is the TwiML webhook
Twilio calls to bridge the browser to the patient's phone
- TwiML App SID field added to Twilio Settings (stored in templates JSON)
- README: one-time Twilio Console setup instructions for the dial pad
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Gemini-powered internal staff chatbot (free-text input in the
upper-right bot panel): type "check MARIA GONZALES" to search patient
and pre-fill eligibility, or "open claims" to navigate directly
- Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini
classifier (intent: check_eligibility, find_patient, navigate_*)
- Add Users AI Chat settings section in Settings > Advanced > AI Chat
to configure a custom system prompt for the internal assistant
- Store internal chat system prompt in existing twilioSettings JSON
blob (no DB migration needed)
- Add AI Input Agent sidebar entry and placeholder page describing
planned keyboard-automation typing into Open Dental / Eaglesoft
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added getPatientByInsuranceIdAndDob to storage
- Processor uses insuranceId + DOB as unique key instead of insuranceId alone
- Dependent with same subscriber ID but different DOB gets a new patient record
(bypasses createOrUpdatePatientByInsuranceId which would overwrite subscriber)
- Name extraction anchored to "Relationship:" to scope Patient Info column only
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add appointment type categories matching insurance claim form (recall, filling, pedo, dentures, implant, endo, crown, perio, extraction, ortho, consultation, emergency, other)
- Auto-infer appointment type from CDT codes with priority rules (endo > implant > crown > ...)
- typeLocked flag prevents auto-overwrite when user manually sets type
- Show appointment type label and procedure codes on schedule cards
- Background sync on /day route retroactively fixes stale appointment types
- Fix PUT /api/claims/:id to save claimFiles (previously silently dropped)
- Auto-link AppointmentFile records to ClaimFile when claim is created or updated
- Fix D5750 (denture reline) CDT range to map correctly to dentures category
- Fix typeLocked Zod rejection in appointment update route
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>
Removed per-user patient filtering so all staff accounts see the same
patient pool. Previously each user only saw patients they created.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add AI Dental Shopping to sidebar with Search/Tag and Login Info sub-pages
- Build full-stack Login Info CRUD: save vendor name, website, username, password per user
- Add ShoppingVendor Prisma model, run db push, regenerate client and Zod schemas
- Add storage layer, REST API at /api/shopping-vendors/, and frontend table with add/edit/delete modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 3-message intro (self-intro → empathetic ack → new/existing question) via single TwiML response to guarantee delivery order
- Detect reschedule intent from first message; look up existing appointment date
- New patient flow: ask insurance type → MassHealth consent → member ID + DOB → Selenium eligibility check
- Post-eligibility: active → ask appointment date/time with office-hours validation; inactive → ask other insurance or collect contact info
- Date/time collection mirrors reschedule flow: check office day open, ask time, validate against office hours
- Auto-create appointment in schedule for known patients on confirmation; use first available staff member
- Add openPhoneReply toggle (Settings → AI Chat) to respond to any number at any time
- Add 5-minute inactivity timeout: reset conversation to initial stage and clear pending state
- Normalize MassHealth DOB to zero-padded MM/DD/YYYY before Selenium submission
- Expand isExistingPatient classifier to recognize "old patient", "old", "previous", "prior"
- Existing patient confirmation message now acknowledges patient type before asking about insurance
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add streetAddress/city/state/zipCode fields to OfficeContact (schema + storage + UI)
- Support {officeAddress} variable in batch reminder SMS
- Replace single SMS template field with full CRUD template list (add/rename/edit/delete)
- Store SMS template list under _sms_template_list; first template synced to batch reminder
- Hardcode all AI chat template defaults into codebase (reminder SMS, greetings, fallback)
- Add seed-templates.ts that auto-seeds default templates for all users on server boot
- Update README: note that templates are auto-configured on first boot
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a member ID is typed on the insurance eligibility page, debounced
lookup fills in date of birth, first name, and last name if the patient
already exists in the database.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Balance = totalBilled - mhPaidAmount - copayment - adjustment
Collected = mhPaidAmount + copayment (adjustment is a write-off)
- Frontend breakdown now shows Collected, Adjustment (if >0), and Balance
- Reports: totalCollected and totalOutstanding use the new formula
- Both date-range and staff summary queries updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Settings > Advanced > Procedure Duration/Time Slot page with three sections:
1. Procedure Duration: CDT codes with durations (editable table, save per section)
2. Doctor Time Slot: drag-to-block visual grid (A/B/C columns, 8 AM–9 PM, edit/delete slots)
3. Hygienist Time Slot: procedure descriptions with durations
- Backend: ProcedureTimeslot Prisma model, storage, and GET/PUT /api/procedure-timeslot route
- DB migration: procedure_timeslot table
- Appointment form: when type is "Other", show a free-text input for custom description; saved as other:<description> and decoded for display on the schedule card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
(these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Default card color: light (bg-slate-100 / dark text)
- Blue card when procedures selected, gray when claim has a number
- Status badge: green/red from appointment or patient-level MassHealth status
- Solid dot badge (removed ring), overflow-visible to prevent corner clipping
- Date nav: << < [today circle] > >> for week/day jumps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth)
- Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage
- Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only
- Claims/PreAuth auto-prefills from saved procedures including NPI provider
- Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId
- Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed)
- Add npiProviderId column to AppointmentProcedure table (prisma db push)
- Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard
- Add full error logging to batch-column catch block
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GiteadandClaude Sonnet 5