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036e26c5d8
docs: add one-time git credential setup to Quick Install
main
Gitead and Claude Opus 5.5
2026-10-02 23:46:44 -04:00
d67aa75c42
docs: add Quick Install (VS Code, Claude Code extension, install-all.sh); add install-all.sh fresh-machine setup script
Gitead and Claude Opus 5.5
2026-10-02 23:41:01 -04:00
d357edd4a6
feat: add Delta Dental Individual (DeltaIndiv) eligibility check flow; fix CCA eligibility false-positive error
Gitead and Claude Sonnet 5
2026-10-02 15:37:55 -04:00
a5a15d86bc
feat: CCA pre-auth — select first member in multi-record popup, retry code/tooth/billed fills, stop instead of submitting incomplete lines
Gitead and Claude Sonnet 5
2026-09-27 00:56:36 -04:00
8c0fcb4267
feat: CCA claim — select first member in multi-record popup, retry grid cell fills, pick latest claim by DOB, faster submit confirmation
Gitead and Claude Sonnet 5
2026-09-26 00:53:51 -04:00
ef919a2a2f
perf: shorten fixed waits in MassHealth claim submit worker
Gitead and Claude Sonnet 5
2026-09-25 23:52:03 -04:00
90f587ac9d
feat: CCA multi-record popup — save popup as PDF and read green/red status badge
Gitead and Claude Sonnet 5
2026-09-24 12:20:40 -04:00
eb731dcbd6
feat: add BCBS MA option to AI chat eligibility flow
Gitead and Claude Sonnet 5
2026-09-23 15:10:44 -04:00
df5d2267cd
feat: map upper/lower partial denture phrases to D5211/D5212 in CDT lookup
Gitead and Claude Sonnet 5
2026-09-21 11:41:11 -04:00
c719b20dd0
feat: United Ucard claim searches by name+DOB and fills tooth number/surface when provided
Gitead and Claude Sonnet 5
2026-09-20 23:40:50 -04:00
7ec82902d9
feat: United Ucard name+DOB eligibility search via chat, duplicate-record handling, Product ID as member ID
Gitead and Claude Sonnet 5
2026-09-20 22:30:01 -04:00
ce25cdd2a2
fix: DDMA claim checkbox, eligibility patient name, and ID+DOB patient lookup
Gitead and Claude Sonnet 5
2026-09-20 15:56:03 -04:00
dcf2ff536a
fix: close browser window after Deltains claim completes
Gitead
2026-09-18 14:51:56 -04:00
7b8a7af5d7
fix: update DDMA claim worker for new provider portal
Gitead and Claude Sonnet 5
2026-09-18 14:36:14 -04:00
d91e74c959
fix: Deltains claim selectors and dedicated fee schedule
Gitead
2026-09-17 21:00:07 -04:00
37695130d3
feat: add Deltains claim submission flow
Gitead
2026-09-17 13:11:58 -04:00
8cbdba092d
fix: handle no-history single-match case in United Ucard claim search
Gitead and Claude Sonnet 5
2026-09-15 23:23:48 -04:00
865b754ae1
fix: complete United Ucard claim flow and remember OTP device
Gitead and Claude Sonnet 5
2026-09-15 22:44:59 -04:00
d7015270a8
fix: auto-refresh patient table after eligibility checks
Gitead and Claude Sonnet 5
2026-09-15 13:37:56 -04:00
765368216f
fix: route United Ucard claims correctly and add fee schedule
Gitead and Claude Sonnet 5
2026-09-15 13:21:53 -04:00
af62bf151e
fix: poll longer for Status & History table to load in preauth worker
Gitead and Claude Sonnet 5
2026-09-14 23:38:06 -04:00
e570a0aa13
feat: add United Ucard claim worker and fix batch-column site-key routing
Gitead and Claude Sonnet 5
2026-09-14 23:27:30 -04:00
f30016e674
feat: add United Ucard eligibility check with OTP + persistent session
Gitead and Claude Sonnet 5
2026-09-13 22:44:43 -04:00
e8889c0ff8
fix: auto-price CDT codes and fix crown/recement code mismatches
Gitead and Claude Sonnet 5
2026-09-12 23:29:43 -04:00
00a81b3fda
fix: correctly suppress PDF popup for last claim in AI-column batch
Gitead and Claude Sonnet 5
2026-09-09 08:56:52 -04:00
fd2d1e6aba
fix: default tooth # for 2PA and skip PDF popup for AI chat claims
Gitead and Claude Sonnet 5
2026-09-05 15:52:31 -04:00
d35efe7366
fix: reliability fixes for UHC SCO and CMSP eligibility checks
Gitead and Claude Sonnet 5
2026-09-05 13:11:58 -04:00
74d5c7c7ff
feat: wire up mic/speaker and Google Translate backend for live translation
Gitead and Claude Sonnet 5
2026-09-03 21:28:57 -04:00
616ca5f259
feat: add live translation UI section above dial pad
Gitead and Claude Sonnet 5
2026-09-03 16:05:30 -04:00
8f9fd13208
fix: update hardcoded folder name from DentalManagementMH07 to DentalManagement09
Gitead and Claude Sonnet 5
2026-09-03 15:51:17 -04:00
79ac6aaa31
feat: migrate SMS/voice to Telnyx (TeXML), keep browser dial pad on Twilio
Gitead and Claude Sonnet 5
2026-09-03 15:39:43 -04:00
b899659e13
docs: add ngrok vs Cloudflare Tunnel comparison for Twilio tunneling
Gitead
2026-09-02 22:59:25 -04:00
52ddfd9f57
feat: add Remaining/Third Party columns, toggle PDF viewer, retire CMSP as separate insurance type
Gitead and Claude Sonnet 5
2026-09-02 22:32:43 -04:00
f8235787db
fix: handle DDMA site redesign in eligibility check flow
Gitead and Claude Sonnet 5
2026-09-01 21:20:38 -04:00
b860fd213f
fix: allow chatbot auto-scheduling when eligibility status is UNKNOWN
Gitead and Claude Sonnet 5
2026-09-01 20:39:57 -04:00
116889dd4e
perf: reduce fixed sleeps in MassHealth click_plus_button
Gitead
2026-08-20 00:37:14 -04:00
ad9d311a99
fix: tolerate single-letter typos in CDT code text matching
Gitead and Claude Sonnet 5
2026-08-20 00:01:41 -04:00
374f96399e
docs: add fallback keyring-disable steps for when apt purge isn't enough
Gitead and Claude Sonnet 5
2026-08-17 23:45:06 -04:00
e934d6bce5
chore: gitignore GCP service account key in PaymentOCRService
Gitead and Claude Sonnet 5
2026-08-17 23:43:15 -04:00
304441d95a
fix: nginx proxy_pass uses 127.0.0.1 instead of localhost
Gitead and Claude Sonnet 5
2026-08-17 23:41:10 -04:00
5044fecb07
fix: UnitedDH selenium duplicated first attachment (multi-file input appends on send_keys)
Gitead and Claude Fable 5
2026-08-14 00:08:30 -04:00
efb85d0b92
feat: auto-confirm option for AI column claims (manual toggle + implied by Auto Claim)
Gitead and Claude Fable 5
2026-08-08 00:07:30 -04:00
41bed21302
feat: send appointment confirmation SMS after AI-booked appointments
ff
2026-08-07 00:28:56 -04:00
67e71a02e4
fix: AI recall follow-up message repeats "Great" and buries office hours
ff
2026-08-07 00:06:46 -04:00
ff79cd1643
fix: earliest patient record wins when duplicates share a phone (inbound SMS/voice)
Gitead and Claude Fable 5
2026-08-03 00:56:05 -04:00
0cd095330a
fix: AI recall-call flow, speech-to-text time parsing, and stale conversation state
ff and Claude Sonnet 5
2026-08-06 09:35:48 -04:00
55ce52f276
fix: patient language field silently dropped by stale browser-side validation schema
ff
2026-08-05 21:40:53 -04:00
cef928be97
feat: add AI recall calling — books existing patients for routine cleanings
ff and Claude Sonnet 5
2026-08-02 23:13:09 -04:00
06dc63c53e
feat: unify AI voice calls with SMS conversation rules, add Call Templates
ff and Claude Sonnet 5
2026-07-31 23:39:31 -04:00
089e94ba88
feat: add AI-driven phone calls to patient connection
ff and Claude Sonnet 5
2026-07-31 20:14:09 -04:00
ed5a8af835
Merge branch 'main' of https://gitea.mydentalofficemanagement.com/Gitead/DentalManagementMH07
ff
2026-07-31 10:49:52 -04:00
9885a3d35b
fix: decouple Python venv setup from npm install postinstall
ff and Claude Sonnet 5
2026-07-31 10:49:06 -04:00
75538126f2
docs: note server_names_hash_bucket_size fix for long local-<office> hostnames
Gitead
2026-07-31 10:11:36 -04:00
55d798b45f
docs: add Google Cloud Vision setup section to root README
Gitead
2026-07-30 23:52:37 -04:00
9efa8f6e0a
docs+perf: document Google Vision key setup, consolidate OCR calls per screenshot
Gitead
2026-07-30 23:27:33 -04:00
5cdd3452f2
fix: use Google Vision OCR instead of AI-vision estimates for Windows Type Agent clicks
Gitead
2026-07-30 23:14:02 -04:00
3f83794ac5
fix: add missing migration for auto-MH-check fields and drop dead lab_rx_template column
Gitead and Claude Sonnet 5
2026-07-30 18:38:11 -04:00
76bd99f7ff
fix: Tufts SCO claim file attach — send_keys directly, skip button click
Gitead
2026-07-29 23:57:39 -04:00
44c6d2f833
fix: Tufts SCO claim combobox selects matching option instead of first
Gitead
2026-07-29 23:19:18 -04:00
6d0838446b
fix: cascade-delete stale ClaimFile rows and sync claim attachments
Gitead and Claude Sonnet 5
2026-07-29 22:57:21 -04:00
65dc795eb2
fix: locate patient row by real text position, drop unreliable AI row-verify
Gitead and Claude Sonnet 5
2026-07-29 21:53:12 -04:00
ad2e15ec62
feat: window-diff-based Type Agent locating for Open Dental appointment flow
Gitead and Claude Sonnet 5
2026-07-27 08:50:47 -04:00
59f064583a
feat: AI Type Agent - vision-based Open Dental automation via Windows agent
Gitead and Claude Sonnet 5
2026-07-25 17:24:27 -04:00
ae961781ac
fix: CCA preauth status stays Submitted (not Approved) and screenshot mime type
Gitead
2026-07-25 10:15:35 -04:00
f457d6282a
fix: CCA claim submission grid targeting, retry, and dashboard claim-number lookup
Gitead
2026-07-25 09:49:53 -04:00
d5cecb0b54
fix: only skip appointment-attachment merge when automated claim already has files
Gitead and Claude Sonnet 5
2026-07-25 00:29:26 -04:00
870bda5950
feat: chatbot screenshot-only eligibility detect, Sun Life/DentaQuest auto-check, chatbot attachment handoff to preauth; fix TuftsSCO preauth Selenium reliability
Gitead
2026-07-25 00:10:05 -04:00
6b9b3c41f2
fix: skip appointment-file merge for chatbot claims; add live screenshot capture to chatbot
Gitead and Claude Sonnet 5
2026-07-24 22:31:34 -04:00
a42ef5f570
fix: persist and correctly forward appointment attachments to insurance claims
Gitead and Claude Sonnet 5
2026-07-24 21:03:32 -04:00
b1932fa3d6
feat: add Provider field to appointment form, drive AI claim automation
ff and Claude Sonnet 5
2026-07-20 23:07:10 -04:00
ca568de817
fix: make chatbot patient-found DOB/Member ID editable and fix eligibility→appointment ordering
Gitead
2026-07-20 20:05:13 -04:00
b30bed8903
fix: match PDF-imported patients by member ID when DOB is missing on record
Gitead and Claude Sonnet 5
2026-07-20 11:11:47 -04:00
8c65c3d625
docs: clarify RustDesk autostart opens a window, not just the service tray
Gitead and Claude Sonnet 5
2026-07-19 23:58:50 -04:00
27e5b73138
docs: add step to remove gnome-keyring after enabling autologin
Gitead and Claude Sonnet 5
2026-07-19 22:54:58 -04:00
78ee0b92fe
docs: add optional step for auto-starting Chrome and RustDesk on login
Gitead
2026-07-19 22:26:23 -04:00
6062b646ce
docs: fix Chrome install step, apt-key is removed on Debian 13+
Gitead
2026-07-19 22:12:39 -04:00
158634f8de
docs: add optional RustDesk remote support step to setup guide
Gitead
2026-07-19 18:32:58 -04:00
75781b92a6
docs: add auto-login and git install steps to setup guide
Gitead
2026-07-19 18:27:06 -04:00
e49dfdbee9
feat: add attachment upload to Edit Appointment form (disk, scanned, screenshot with crop)
Gitead and Claude Sonnet 5
2026-07-17 14:55:38 -04:00
f29064883c
feat: fall back to saved procedures for no-notes appointments in AI claim queue, and include appointment attachments in MH selenium submission
Gitead
2026-07-17 00:30:03 -04:00
5979d27c57
feat: add Preauth Followup section to claims page
Gitead
2026-07-16 23:00:46 -04:00
95abbabb36
fix: patient selection in appointment form disappearing for non-recent patients
Gitead and Claude Sonnet 5
2026-07-16 22:39:55 -04:00
6004bcb73d
feat: editable insurance type selector on eligibility confirm card
Gitead and Claude Sonnet 5
2026-07-16 21:47:20 -04:00
c95d08c951
feat: AI-powered eligibility detection from Copy Agent screenshots
Gitead and Claude Sonnet 5
2026-07-16 21:20:33 -04:00
34312b62bc
feat: add "Choose from Server" attachment picker to claim/preauth forms and chatbot
Gitead and Claude Sonnet 5
2026-07-14 00:36:08 -04:00
8b245d00c6
docs: add troubleshooting for router DNS rebinding protection
ff and Claude Sonnet 5
2026-07-12 23:34:48 -04:00
c4c69bfd62
docs: document Twilio-only-scoped Cloudflare Tunnel variant
Gitead
2026-07-12 18:08:22 -04:00
0d2fe63b9b
docs: note disabling Apache before nginx install
Gitead
2026-07-12 17:57:15 -04:00
44dea49fd1
docs: add LAN HTTPS setup guide (nginx + certbot + Cloudflare DNS-01)
Gitead
2026-07-12 17:34:12 -04:00
f712479882
infra: serve app over HTTPS via nginx + Let's Encrypt for LAN access
Gitead
2026-07-12 17:25:30 -04:00
118315a04e
feat: add screenshot capture to Copy Agent page
Gitead
2026-07-12 17:25:12 -04:00
58d56c895b
fix: batch-column claims dropped attachments for DDMA/TuftsSCO/UnitedDH
Gitead and Claude Sonnet 5
2026-07-11 23:10:02 -04:00
3c650997f4
fix: use static rotating greeting list instead of AI-generated login greeting
Gitead
2026-07-09 22:28:57 -04:00
b49877af52
docs: add Development Hosts & Ports section to README
Gitead
2026-07-08 23:27:35 -04:00
f52b1b03ba
fix: dual/CMSP PDF viewer panels stayed blank for cloud-backed PDFs
Gitead and Claude Sonnet 5
2026-07-08 14:50:00 -04:00
0f0f3a6db9
fix: two bugs in Cloud Storage PDF viewing surfaced by live testing
Gitead and Claude Sonnet 5
2026-07-08 14:36:02 -04:00
3582da8510
fix: update DDMA claim submit worker for new deltadentalma.com claims-submission flow
Gitead and Claude Sonnet 5
2026-07-08 00:22:35 -04:00
99cdfa702a
feat: save insurance PDFs (eligibility/claims/preauth) to Cloud Storage instead of Postgres blobs
Gitead and Claude Sonnet 5
2026-07-08 00:20:37 -04:00
1190bc0494
feat: split AI Input Agent into Copy/Type Agent submenu with settings
Gitead and Claude Sonnet 5
2026-07-07 16:40:24 -04:00
802dbedbfb
chore: add rclone sync configuration state file
Gitead and Claude Sonnet 5
2026-07-06 00:24:08 -04:00