- 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>
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