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.
- 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>
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>
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>
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>
Replaces fragile whole-screen text matching with a screenshot-diff step that
finds each dialog's actual pixel bounds, then restricts every subsequent AI
locate/click to that cropped region — eliminating false matches from text
elsewhere on screen (title bars, side panels). Adds column-boundary and
row-height detection so the patient row and Exam procedure click positions
are computed geometrically instead of relying on repeated fuzzy AI guesses
for visually similar neighbors. Also adds per-run screenshot/debug-crop
backups and a structured run.log for diagnosing failed runs, plus a
cmd:move primitive on the Windows agent for pre-click confirmation crops.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a Windows-side agent (screenshot/click/type over HTTP) plus backend
services to locate UI elements via vision and drive an existing-patient
appointment flow in Open Dental, wired into the Copy/Type Agent page and
socket progress updates.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Chatbot: submitting with only a screenshot attached (no text) now triggers the same
"AI Detect & Check Eligibility" flow as the Copy Agent page
- detect-eligibility-info now also extracts the visible insurance payer name and picks
Tufts SCO auto-check when both Sun Life and DentaQuest are detected, else MassHealth
- Chatbot-attached files are now handed off to both claim and preauth forms unconditionally,
not just claims
- TuftsSCO preauth Selenium worker: verify-and-retry the Tooth field (typing was silently
getting reset by duplicate-procedure-code warning banners), add a final re-verification
pass across all rows, fix acknowledgement-checkbox targeting/verification, and verify
the "Next step" click actually advances the wizard instead of trusting a blind click
- selenium-claim route no longer re-appends previously saved appointment
attachments when the chatbot's autoSubmit flow already sent every intended
file, preventing an unwanted extra upload (e.g. attach 2 -> Selenium sees 3).
- Add a "Take screenshot" button to the AI chatbot's attachment bar, reusing
the same capture/crop flow as the appointment editor, so claims and
preauths can be submitted from the chatbot with a live screenshot attached.
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>
Adds an optional Provider (NPI) select to the Edit Appointment form,
sourced from Settings > NPI Providers. The AI "Claim for Column" batch
flow now prefers the appointment's own provider when resolving which
provider Selenium should select on the insurance site (e.g. MassHealth
rendering provider dropdown), falling back to the existing per-procedure
selection, active claim, or first configured provider.
Also resyncs packages/db's committed compiled schema/client artifacts
with their .ts sources — they had drifted out of sync (some untouched
since July), which was silently stripping the new npiProviderId field
via stale .strict() zod schemas.
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>
- AI claim queue now uses previously saved AppointmentProcedure data (with a derived insurance site key) when an appointment has no notes but has saved procedures, instead of skipping with "No notes on this appointment"
- selenium-claim route now reads saved AppointmentFile attachments from disk when they weren't re-uploaded in the browser, so images/PDFs already attached via "Select Procedures" reach the MassHealth submission
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>
filesForQueue was collected from AppointmentFile/ClaimFile records but only
wired into the MH and CCA job payloads. The other three insurers' Selenium
workers read claim.claimFiles and always got an empty list, so attachments
already saved to Cloud Storage silently never got attached to the claim.
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>
Renames the sidebar entry to "AI Copy/Type Agent" with Copy Agent, Type
Agent, and Settings sub-pages. Settings shows the server's LAN IP
address (via a new /api/ai/network-info endpoint) since it changes
depending on which office the app is running in.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claim attachments were being appended without checking for existing
duplicates, causing files (e.g. the same PDF) to be sent to the
insurance clearinghouse multiple times.
Adds a new Settings → Advanced → Selenium Settings page where the office
name (paymentGroupId) used in United/DentalHub portal dropdowns can be
configured without touching code. Previously hardcoded as "Summit Dental
Care"; now injected from DB into the three United workers at job dispatch.
Co-Authored-By: Claude Sonnet 4.6 <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>
- Make appointmentId nullable/optional in Prisma Zod schema via @zod rich
comment so claims can be submitted without an existing appointment
- Convert undefined appointmentId to null in all claim form handlers and
the backend claim creation endpoint
- Add AI classifier rule for expanding one procedure across multiple
comma-separated tooth numbers (e.g. "post/core on #23, 24, 25, 26")
- Add "post/core" (slash) alias to CDT lookup maps
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>
Adds a toggle behind the Go button on the Payments page to automatically run the MH batch payment check on a user-selected day of week and hour. Default is off.
- Schema: added autoMhCheckEnabled, autoMhCheckDayOfWeek, autoMhCheckHour to User model
- Backend: new mhBatchPaymentService (shared logic), GET/PUT /auto-mh-check-setting routes, hourly cron job that fires on matching day+hour
- Frontend: toggle + day select (Mon–Sun) + time select (hourly) that persist immediately to DB
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
applyMissingMigrations ran the entire migration SQL as one transaction,
which rolled back all changes when any statement failed (e.g. adding a
NOT NULL column to a non-empty table). Replaced with prisma db push
which compares the schema and applies only what's needed. Also added
support for importing .sql files (not just .zip) in auto-import.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds autoImportEnabled/autoImportHour to rclone config. A separate
hourly cron finds the latest .zip in backups/ and restores it to the
database (drop schema, psql restore, apply migrations). Frontend shows
toggle + time picker + Import Now button in the Receiver PC section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace hardcoded 8 PM / 9 PM backup schedules with user-selectable
hour dropdowns. Adds autoBackupHour and usbBackupHour fields to User
model. Cron jobs now check every hour against the configured time.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Source PC serves backups/ folder via rclone WebDAV server (auto-starts with app).
Receiver PC pulls backups on schedule using rclone sync.
Network Backup UI now has two tabs: Rclone and API Key.
Rclone installed automatically via postinstall script.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Requests from outside 10.x, 192.168.x, 172.16-31.x, 127.x are rejected
with 403 before the API key is even checked. This prevents the database
dump endpoint from being reachable from the internet even if the key leaked.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The /network-backup and /network-backup-files routes use their own
X-Network-Backup-Key authentication. Mounting them behind authenticateJWT
blocked all receiver sync requests before they could be validated.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Copy-paste often adds trailing whitespace that breaks the API key comparison.
Updated placeholder and description to show the correct URL format (no port number).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Chat history was stored only in sessionStorage, causing member ID and DOB
to be lost when the session expired or corrupted — requiring logout/login.
Now history is saved to a per-user JSON file on the backend and loaded on
mount, so the LLM always has full conversation context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add public /api/greeting endpoint that generates a daily AI greeting (cached per day)
- Replace static hero text with dynamic AI greeting (ChatGPT/Claude style)
- Add Stripe-style animated gradient blobs with 14 daily-rotating color palettes
- Use Plus Jakarta Sans font and Sparkles icon for modern AI look
- Update subtitle to "Driven by multiple AI agents"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Pre-auth step9: scan all table cells alphanumeric-first (A0260616190876 format),
URL extraction, body scan fallback with debug logging
- Pre-auth route: save service lines (totalBilled) when creating PREAUTH claim record
so claim page shows correct billed amount after selecting patient
- Pre-auth processor: read pdf_path fallback alongside pdf_url from Selenium result
- UnitedDH/SCO workers: billing entity selection via direct paymentGroupId click,
Summit Dental Care first with fallback, Escape to close dropdown
- Pre-auth form: remove Other Insurance step (not present on pre-auth page),
file upload direct to hidden input without button click
- Pre-auth step8: JS click + Submit Authorization in XPath, Continue via [last()] + JS click
- RCT combo buttons added (pre-auth form only): RCT Ant/Post/Crown, PreM/Post/Crown,
Mol/Post/Crown; claim form excludes these three combos
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>
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