feat(eligibility-check) - enhance DentaQuest and United SCO workflows with flexible input handling; added Selenium session clearing on credential updates and deletions; improved patient name extraction and eligibility checks across services

.gitignore

@@ -39,3 +39,4 @@ dist/
 *.env
 *chrome_profile_ddma*
 *chrome_profile_dentaquest*
+*chrome_profile_unitedsco*

apps/Backend/src/routes/insuranceCreds.ts

@@ -76,8 +76,33 @@ router.put("/:id", async (req: Request, res: Response): Promise<any> => {
     const id = Number(req.params.id);
     if (isNaN(id)) return res.status(400).send("Invalid credential ID");
 
+    // Get existing credential to know its siteKey
+    const existing = await storage.getInsuranceCredential(id);
+    if (!existing) {
+      return res.status(404).json({ message: "Credential not found" });
+    }
+
     const updates = req.body as Partial<InsuranceCredential>;
     const credential = await storage.updateInsuranceCredential(id, updates);
+
+    // Clear Selenium browser session when credentials are changed
+    const seleniumAgentUrl = process.env.SELENIUM_AGENT_URL || "http://localhost:5002";
+    try {
+      if (existing.siteKey === "DDMA") {
+        await fetch(`${seleniumAgentUrl}/clear-ddma-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared DDMA browser session after credential update");
+      } else if (existing.siteKey === "DENTAQUEST") {
+        await fetch(`${seleniumAgentUrl}/clear-dentaquest-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared DentaQuest browser session after credential update");
+      } else if (existing.siteKey === "UNITEDSCO") {
+        await fetch(`${seleniumAgentUrl}/clear-unitedsco-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared United SCO browser session after credential update");
+      }
+    } catch (seleniumErr) {
+      // Don't fail the update if Selenium session clear fails
+      console.error("[insuranceCreds] Failed to clear Selenium session:", seleniumErr);
+    }
+
     return res.status(200).json(credential);
   } catch (err) {
     return res
@@ -115,6 +140,25 @@ router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
         .status(404)
         .json({ message: "Credential not found or already deleted" });
     }
+
+    // 4) Clear Selenium browser session for this provider
+    const seleniumAgentUrl = process.env.SELENIUM_AGENT_URL || "http://localhost:5002";
+    try {
+      if (existing.siteKey === "DDMA") {
+        await fetch(`${seleniumAgentUrl}/clear-ddma-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared DDMA browser session after credential deletion");
+      } else if (existing.siteKey === "DENTAQUEST") {
+        await fetch(`${seleniumAgentUrl}/clear-dentaquest-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared DentaQuest browser session after credential deletion");
+      } else if (existing.siteKey === "UNITEDSCO") {
+        await fetch(`${seleniumAgentUrl}/clear-unitedsco-session`, { method: "POST" });
+        console.log("[insuranceCreds] Cleared United SCO browser session after credential deletion");
+      }
+    } catch (seleniumErr) {
+      // Don't fail the delete if Selenium session clear fails
+      console.error("[insuranceCreds] Failed to clear Selenium session:", seleniumErr);
+    }
+
     return res.status(204).send();
   } catch (err) {
     return res

apps/Backend/src/routes/insuranceStatusDentaQuest.ts

@@ -136,21 +136,37 @@ async function handleDentaQuestCompletedJob(
 
   // We'll wrap the processing in try/catch/finally so cleanup always runs
   try {
-    // 1) ensuring memberid.
     const insuranceEligibilityData = job.insuranceEligibilityData;
-    const insuranceId = String(insuranceEligibilityData.memberId ?? "").trim();
+    
+    // 1) Get Member ID - prefer the one extracted from the page by Selenium,
+    // since we now allow searching by name only
+    let insuranceId = String(seleniumResult?.memberId ?? "").trim();
     if (!insuranceId) {
-      throw new Error("Missing memberId for DentaQuest job");
+      // Fallback to the one provided in the request
+      insuranceId = String(insuranceEligibilityData.memberId ?? "").trim();
     }
     
+    console.log(`[dentaquest-eligibility] Insurance ID: ${insuranceId || "(none)"}`);
+
     // 2) Create or update patient (with name from selenium result if available)
     const patientNameFromResult =
       typeof seleniumResult?.patientName === "string"
         ? seleniumResult.patientName.trim()
         : null;
 
-    const { firstName, lastName } = splitName(patientNameFromResult);
+    // Get name from request data as fallback
+    let firstName = insuranceEligibilityData.firstName || "";
+    let lastName = insuranceEligibilityData.lastName || "";
     
+    // Override with name from Selenium result if available
+    if (patientNameFromResult) {
+      const parsedName = splitName(patientNameFromResult);
+      firstName = parsedName.firstName || firstName;
+      lastName = parsedName.lastName || lastName;
+    }
+
+    // Create or update patient if we have an insurance ID
+    if (insuranceId) {
       await createOrUpdatePatientByInsuranceId({
         insuranceId,
         firstName,
@@ -158,14 +174,73 @@ async function handleDentaQuestCompletedJob(
         dob: insuranceEligibilityData.dateOfBirth,
         userId: job.userId,
       });
+    } else {
+      console.log("[dentaquest-eligibility] No Member ID available - will try to find patient by name/DOB");
+    }
 
     // 3) Update patient status + PDF upload
-    const patient = await storage.getPatientByInsuranceId(
+    // First try to find by insurance ID, then by name + DOB
-      insuranceEligibilityData.memberId
+    let patient = insuranceId 
-    );
+      ? await storage.getPatientByInsuranceId(insuranceId)
+      : null;
+    
+    // If not found by ID and we have name + DOB, try to find by those
+    if (!patient && firstName && lastName) {
+      console.log(`[dentaquest-eligibility] Looking up patient by name: ${firstName} ${lastName}`);
+      const patients = await storage.getPatientsByUserId(job.userId);
+      patient = patients.find(p => 
+        p.firstName?.toLowerCase() === firstName.toLowerCase() &&
+        p.lastName?.toLowerCase() === lastName.toLowerCase()
+      ) || null;
+      
+      // If found and we now have the insurance ID, update the patient record
+      if (patient && insuranceId) {
+        await storage.updatePatient(patient.id, { insuranceId });
+        console.log(`[dentaquest-eligibility] Updated patient ${patient.id} with insuranceId: ${insuranceId}`);
+      }
+    }
+    
+    // If still no patient found, CREATE a new one with the data we have
+    if (!patient?.id && firstName && lastName) {
+      console.log(`[dentaquest-eligibility] Creating new patient: ${firstName} ${lastName}`);
+      
+      const createPayload: any = {
+        firstName,
+        lastName,
+        dateOfBirth: insuranceEligibilityData.dateOfBirth || null,
+        gender: "",
+        phone: "",
+        userId: job.userId,
+        insuranceId: insuranceId || null,
+      };
+      
+      try {
+        const patientData = insertPatientSchema.parse(createPayload);
+        const newPatient = await storage.createPatient(patientData);
+        if (newPatient) {
+          patient = newPatient;
+          console.log(`[dentaquest-eligibility] Created new patient with ID: ${patient.id}`);
+        }
+      } catch (err: any) {
+        // Try without dateOfBirth if it fails
+        try {
+          const safePayload = { ...createPayload };
+          delete safePayload.dateOfBirth;
+          const patientData = insertPatientSchema.parse(safePayload);
+          const newPatient = await storage.createPatient(patientData);
+          if (newPatient) {
+            patient = newPatient;
+            console.log(`[dentaquest-eligibility] Created new patient (no DOB) with ID: ${patient.id}`);
+          }
+        } catch (err2: any) {
+          console.error(`[dentaquest-eligibility] Failed to create patient: ${err2?.message}`);
+        }
+      }
+    }
+    
     if (!patient?.id) {
       outputResult.patientUpdateStatus =
-        "Patient not found; no update performed";
+        "Patient not found and could not be created";
       return {
         patientUpdateStatus: outputResult.patientUpdateStatus,
         pdfUploadStatus: "none",

apps/Backend/src/routes/insuranceStatusUnitedSCO.ts

@@ -135,6 +135,7 @@ async function handleUnitedSCOCompletedJob(
   seleniumResult: any
 ) {
   let createdPdfFileId: number | null = null;
+  let generatedPdfPath: string | null = null;
   const outputResult: any = {};
 
   // We'll wrap the processing in try/catch/finally so cleanup always runs
@@ -204,7 +205,6 @@ async function handleUnitedSCOCompletedJob(
 
     // Handle PDF or convert screenshot -> pdf if available
     let pdfBuffer: Buffer | null = null;
-    let generatedPdfPath: string | null = null;
 
     if (
       seleniumResult &&
@@ -233,7 +233,8 @@ async function handleUnitedSCOCompletedJob(
           // Convert image to PDF
           pdfBuffer = await imageToPdfBuffer(seleniumResult.ss_path);
 
-          const pdfFileName = `unitedsco_eligibility_${insuranceEligibilityData.memberId}_${Date.now()}.pdf`;
+          // Use insuranceId (which may come from Selenium result) for filename
+          const pdfFileName = `unitedsco_eligibility_${insuranceId || "unknown"}_${Date.now()}.pdf`;
           generatedPdfPath = path.join(
             path.dirname(seleniumResult.ss_path),
             pdfFileName
@@ -287,18 +288,25 @@ async function handleUnitedSCOCompletedJob(
         "No valid PDF path provided by Selenium, Couldn't upload pdf to server.";
     }
 
+    // Get filename for frontend preview
+    const pdfFilename = generatedPdfPath ? path.basename(generatedPdfPath) : null;
+
     return {
       patientUpdateStatus: outputResult.patientUpdateStatus,
       pdfUploadStatus: outputResult.pdfUploadStatus,
       pdfFileId: createdPdfFileId,
+      pdfFilename,
     };
   } catch (err: any) {
+    // Get filename for frontend preview if available
+    const pdfFilename = generatedPdfPath ? path.basename(generatedPdfPath) : null;
     return {
       patientUpdateStatus: outputResult.patientUpdateStatus,
       pdfUploadStatus:
         outputResult.pdfUploadStatus ??
         `Failed to process United SCO job: ${err?.message ?? String(err)}`,
       pdfFileId: createdPdfFileId,
+      pdfFilename,
       error: err?.message ?? String(err),
     };
   } finally {

apps/Frontend/src/components/insurance-status/dentaquest-button-modal.tsx

@@ -127,6 +127,11 @@ export function DentaQuestEligibilityButton({
   const [isStarting, setIsStarting] = useState(false);
   const [isSubmittingOtp, setIsSubmittingOtp] = useState(false);
 
+  // DentaQuest allows flexible search - only DOB is required, plus at least one identifier
+  // Can use: memberId, firstName, lastName, or any combination
+  const hasAnyIdentifier = memberId || firstName || lastName;
+  const isDentaQuestFormIncomplete = !dateOfBirth || !hasAnyIdentifier;
+
   // Clean up socket on unmount
   useEffect(() => {
     return () => {
@@ -370,10 +375,13 @@ export function DentaQuestEligibilityButton({
   };
 
   const startDentaQuestEligibility = async () => {
-    if (!memberId || !dateOfBirth) {
+    // Flexible search - DOB required plus at least one identifier
+    const hasAnyIdentifier = memberId || firstName || lastName;
+    
+    if (!dateOfBirth || !hasAnyIdentifier) {
       toast({
         title: "Missing fields",
-        description: "Member ID and Date of Birth are required.",
+        description: "Please provide Date of Birth and at least one of: Member ID, First Name, or Last Name.",
         variant: "destructive",
       });
       return;
@@ -538,7 +546,7 @@ export function DentaQuestEligibilityButton({
       <Button
         className="w-full"
         variant="outline"
-        disabled={isFormIncomplete || isStarting}
+        disabled={isDentaQuestFormIncomplete || isStarting}
         onClick={startDentaQuestEligibility}
       >
         {isStarting ? (

apps/Frontend/src/components/settings/InsuranceCredForm.tsx

@@ -19,6 +19,7 @@ const SITE_KEY_OPTIONS = [
   { value: "MH", label: "MassHealth" },
   { value: "DDMA", label: "Delta Dental MA" },
   { value: "DENTAQUEST", label: "Tufts SCO / DentaQuest" },
+  { value: "UNITEDSCO", label: "United SCO" },
 ];
 
 export function CredentialForm({ onClose, userId, defaultValues }: CredentialFormProps) {

apps/Frontend/src/components/settings/insuranceCredTable.tsx

@@ -18,6 +18,7 @@ const SITE_KEY_LABELS: Record<string, string> = {
   MH: "MassHealth",
   DDMA: "Delta Dental MA",
   DENTAQUEST: "Tufts SCO / DentaQuest",
+  UNITEDSCO: "United SCO",
 };
 
 function getSiteKeyLabel(siteKey: string): string {

apps/SeleniumService/helpers_ddma_eligibility.py

@@ -147,6 +147,28 @@ async def start_ddma_run(sid: str, data: dict, url: str):
                 s["last_activity"] = time.time()
                 
                 try:
+                    # Check if OTP was submitted via API (from app)
+                    otp_value = s.get("otp_value")
+                    if otp_value:
+                        print(f"[OTP] OTP received from app: {otp_value}")
+                        try:
+                            otp_input = driver.find_element(By.XPATH, 
+                                "//input[contains(@aria-label,'Verification') or contains(@placeholder,'verification') or @type='tel']"
+                            )
+                            otp_input.clear()
+                            otp_input.send_keys(otp_value)
+                            # Click verify button
+                            try:
+                                verify_btn = driver.find_element(By.XPATH, "//button[@type='button' and @aria-label='Verify']")
+                                verify_btn.click()
+                            except:
+                                otp_input.send_keys("\n")  # Press Enter as fallback
+                            print("[OTP] OTP typed and submitted via app")
+                            s["otp_value"] = None  # Clear so we don't submit again
+                            await asyncio.sleep(3)  # Wait for verification
+                        except Exception as type_err:
+                            print(f"[OTP] Failed to type OTP from app: {type_err}")
+                    
                     # Check current URL - if we're on member search page, login succeeded
                     current_url = driver.current_url.lower()
                     print(f"[OTP Poll {poll+1}/{max_polls}] URL: {current_url[:60]}...")

apps/SeleniumService/helpers_dentaquest_eligibility.py

@@ -146,6 +146,36 @@ async def start_dentaquest_run(sid: str, data: dict, url: str):
                 s["last_activity"] = time.time()
                 
                 try:
+                    # Check if OTP was submitted via API (from app)
+                    otp_value = s.get("otp_value")
+                    if otp_value:
+                        print(f"[DentaQuest OTP] OTP received from app: {otp_value}")
+                        try:
+                            otp_input = driver.find_element(By.XPATH, 
+                                "//input[contains(@name,'otp') or contains(@name,'code') or @type='tel' or contains(@aria-label,'Verification') or contains(@placeholder,'code')]"
+                            )
+                            otp_input.clear()
+                            otp_input.send_keys(otp_value)
+                            # Click verify button - use same pattern as Delta MA
+                            try:
+                                verify_btn = driver.find_element(By.XPATH, "//button[@type='button' and @aria-label='Verify']")
+                                verify_btn.click()
+                                print("[DentaQuest OTP] Clicked verify button (aria-label)")
+                            except:
+                                try:
+                                    # Fallback: try other button patterns
+                                    verify_btn = driver.find_element(By.XPATH, "//button[contains(text(),'Verify') or contains(text(),'Submit') or @type='submit']")
+                                    verify_btn.click()
+                                    print("[DentaQuest OTP] Clicked verify button (text/type)")
+                                except:
+                                    otp_input.send_keys("\n")  # Press Enter as fallback
+                                    print("[DentaQuest OTP] Pressed Enter as fallback")
+                            print("[DentaQuest OTP] OTP typed and submitted via app")
+                            s["otp_value"] = None  # Clear so we don't submit again
+                            await asyncio.sleep(3)  # Wait for verification
+                        except Exception as type_err:
+                            print(f"[DentaQuest OTP] Failed to type OTP from app: {type_err}")
+                    
                     # Check current URL - if we're on dashboard/member page, login succeeded
                     current_url = driver.current_url.lower()
                     print(f"[DentaQuest OTP Poll {poll+1}/{max_polls}] URL: {current_url[:60]}...")

apps/SeleniumService/selenium_DDMA_eligibilityCheckWorker.py

@@ -391,8 +391,8 @@ class AutomationDeltaDentalMAEligibilityCheck:
                 except:
                     pass
 
-            # 2) Extract patient name and click to navigate to detailed patient page
+            # 2) Click on patient name to navigate to detailed patient page
-            print("[DDMA step2] Extracting patient name and finding detail link...")
+            print("[DDMA step2] Clicking on patient name to open detailed page...")
             patient_name_clicked = False
             patientName = ""
             
@@ -400,29 +400,6 @@ class AutomationDeltaDentalMAEligibilityCheck:
             current_url_before = self.driver.current_url
             print(f"[DDMA step2] Current URL before click: {current_url_before}")
             
-            # Try to extract patient name from the first row of search results
-            # This is more reliable than extracting from link text
-            name_extraction_selectors = [
-                "(//tbody//tr)[1]//td[1]",  # First column of first row (usually name)
-                "(//table//tbody//tr)[1]//td[1]",  # Alternative table structure
-                "//table//tr[2]//td[1]",  # Skip header row
-                "(//tbody//tr)[1]//td[contains(@class,'name')]",  # Name column by class
-                "(//tbody//tr)[1]//a",  # Link in first row (might contain name)
-            ]
-            
-            for selector in name_extraction_selectors:
-                try:
-                    elem = self.driver.find_element(By.XPATH, selector)
-                    text = elem.text.strip()
-                    # Filter out non-name text
-                    if text and len(text) > 1 and len(text) < 100:
-                        if not any(x in text.lower() for x in ['active', 'inactive', 'eligible', 'search', 'date', 'print', 'view', 'details', 'status']):
-                            patientName = text
-                            print(f"[DDMA step2] Extracted patient name from search results: '{patientName}'")
-                            break
-                except Exception:
-                    continue
-            
             # Try to find all links in the first row and print them for debugging
             try:
                 all_links = self.driver.find_elements(By.XPATH, "(//tbody//tr)[1]//a")
@@ -431,11 +408,6 @@ class AutomationDeltaDentalMAEligibilityCheck:
                     href = link.get_attribute("href") or "no-href"
                     text = link.text.strip() or "(empty text)"
                     print(f"  Link {i}: href={href[:80]}..., text={text}")
-                    # Also try to get name from link if we haven't found it yet
-                    if not patientName and text and len(text) > 1:
-                        if not any(x in text.lower() for x in ['active', 'inactive', 'eligible', 'search', 'view', 'details']):
-                            patientName = text
-                            print(f"[DDMA step2] Got patient name from link text: '{patientName}'")
             except Exception as e:
                 print(f"[DDMA step2] Error listing links: {e}")
             
@@ -452,14 +424,9 @@ class AutomationDeltaDentalMAEligibilityCheck:
                     patient_link = WebDriverWait(self.driver, 5).until(
                         EC.presence_of_element_located((By.XPATH, selector))
                     )
-                    link_text = patient_link.text.strip()
+                    patientName = patient_link.text.strip()
                     href = patient_link.get_attribute("href")
-                    print(f"[DDMA step2] Found patient link: text='{link_text}', href={href}")
+                    print(f"[DDMA step2] Found patient link: text='{patientName}', href={href}")
-                    
-                    # Use link text as name if we don't have one yet
-                    if not patientName and link_text and len(link_text) > 1:
-                        if not any(x in link_text.lower() for x in ['active', 'inactive', 'view', 'details']):
-                            patientName = link_text
                     
                     if href and "member-details" in href:
                         detail_url = href
@@ -540,70 +507,30 @@ class AutomationDeltaDentalMAEligibilityCheck:
                 # Try to extract patient name from detailed page if not already found
                 if not patientName:
                     detail_name_selectors = [
-                        "//*[contains(@class,'member-name')]",
+                        "//h1",
-                        "//*[contains(@class,'patient-name')]",
+                        "//h2",
-                        "//h1[not(contains(@class,'page-title'))]",
+                        "//*[contains(@class,'patient-name') or contains(@class,'member-name')]",
-                        "//h2[not(contains(@class,'section-title'))]",
+                        "//div[contains(@class,'header')]//span",
-                        "//div[contains(@class,'header')]//span[string-length(text()) > 2]",
-                        "//div[contains(@class,'member-info')]//span",
-                        "//div[contains(@class,'patient-info')]//span",
-                        "//span[contains(@class,'name')]",
                     ]
                     for selector in detail_name_selectors:
                         try:
                             name_elem = self.driver.find_element(By.XPATH, selector)
                             name_text = name_elem.text.strip()
-                            if name_text and len(name_text) > 2 and len(name_text) < 100:
+                            if name_text and len(name_text) > 1:
-                                # Filter out common non-name text
+                                if not any(x in name_text.lower() for x in ['active', 'inactive', 'eligible', 'search', 'date', 'print']):
-                                skip_words = ['active', 'inactive', 'eligible', 'search', 'date', 'print', 
-                                             'view', 'details', 'member', 'patient', 'status', 'eligibility',
-                                             'welcome', 'home', 'logout', 'menu', 'close', 'expand']
-                                if not any(x in name_text.lower() for x in skip_words):
                                     patientName = name_text
                                     print(f"[DDMA step2] Found patient name on detail page: {patientName}")
                                     break
                         except:
                             continue
-                
-                # As a last resort, try to find name in page text using patterns
-                if not patientName:
-                    try:
-                        # Look for text that looks like a name (First Last format)
-                        import re
-                        page_text = self.driver.find_element(By.TAG_NAME, "body").text
-                        # Look for "Member Name:" or "Patient Name:" followed by text
-                        name_patterns = [
-                            r'Member Name[:\s]+([A-Z][a-z]+\s+[A-Z][a-z]+)',
-                            r'Patient Name[:\s]+([A-Z][a-z]+\s+[A-Z][a-z]+)',
-                            r'Name[:\s]+([A-Z][a-z]+\s+[A-Z][a-z]+)',
-                        ]
-                        for pattern in name_patterns:
-                            match = re.search(pattern, page_text, re.IGNORECASE)
-                            if match:
-                                patientName = match.group(1).strip()
-                                print(f"[DDMA step2] Found patient name via pattern match: {patientName}")
-                                break
-                    except:
-                        pass
             else:
                 print("[DDMA step2] Warning: Could not click on patient, capturing search results page")
                 # Still try to get patient name from search results
-                if not patientName:
-                    name_selectors = [
-                        "(//tbody//tr)[1]//td[1]",  # First column of first row
-                        "(//table//tbody//tr)[1]//td[1]",
-                        "(//tbody//tr)[1]//a",  # Link in first row
-                    ]
-                    for selector in name_selectors:
                 try:
-                            name_elem = self.driver.find_element(By.XPATH, selector)
+                    name_elem = self.driver.find_element(By.XPATH, "(//tbody//tr)[1]//td[1]")
-                            text = name_elem.text.strip()
+                    patientName = name_elem.text.strip()
-                            if text and len(text) > 1 and not any(x in text.lower() for x in ['active', 'inactive', 'view', 'details']):
-                                patientName = text
-                                print(f"[DDMA step2] Got patient name from search results: {patientName}")
-                                break
                 except:
-                            continue
+                    pass
 
             if not patientName:
                 print("[DDMA step2] Could not extract patient name")

apps/SeleniumService/selenium_DentaQuest_eligibilityCheckWorker.py

@@ -3,6 +3,7 @@ from selenium.common.exceptions import WebDriverException, TimeoutException
 from selenium.webdriver.chrome.service import Service
 from selenium.webdriver.common.by import By
 from selenium.webdriver.common.keys import Keys
+from selenium.webdriver.common.action_chains import ActionChains
 from selenium.webdriver.support.ui import WebDriverWait
 from selenium.webdriver.support import expected_conditions as EC
 from webdriver_manager.chrome import ChromeDriverManager
@@ -22,6 +23,8 @@ class AutomationDentaQuestEligibilityCheck:
         # Flatten values for convenience
         self.memberId = self.data.get("memberId", "")
         self.dateOfBirth = self.data.get("dateOfBirth", "")
+        self.firstName = self.data.get("firstName", "")
+        self.lastName = self.data.get("lastName", "")
         self.dentaquest_username = self.data.get("dentaquestUsername", "")
         self.dentaquest_password = self.data.get("dentaquestPassword", "")
 
@@ -247,11 +250,20 @@ class AutomationDentaQuestEligibilityCheck:
             return f"ERROR:LOGIN FAILED: {e}"
 
     def step1(self):
-        """Navigate to member search and enter member ID + DOB"""
+        """Navigate to member search - fills all available fields (Member ID, First Name, Last Name, DOB)"""
         wait = WebDriverWait(self.driver, 30)
 
         try:
-            print(f"[DentaQuest step1] Starting member search for ID: {self.memberId}, DOB: {self.dateOfBirth}")
+            # Log what fields are available for search
+            fields = []
+            if self.memberId:
+                fields.append(f"ID: {self.memberId}")
+            if self.firstName:
+                fields.append(f"FirstName: {self.firstName}")
+            if self.lastName:
+                fields.append(f"LastName: {self.lastName}")
+            fields.append(f"DOB: {self.dateOfBirth}")
+            print(f"[DentaQuest step1] Starting member search with: {', '.join(fields)}")
             
             # Wait for page to be ready
             time.sleep(2)
@@ -267,14 +279,6 @@ class AutomationDentaQuestEligibilityCheck:
                 print(f"[DentaQuest step1] Error parsing DOB: {e}")
                 return "ERROR: PARSING DOB"
 
-            # Get today's date for Date of Service
-            from datetime import datetime
-            today = datetime.now()
-            service_month = str(today.month).zfill(2)
-            service_day = str(today.day).zfill(2)
-            service_year = str(today.year)
-            print(f"[DentaQuest step1] Service date: {service_month}/{service_day}/{service_year}")
-
             # Helper function to fill contenteditable date spans within a specific container
             def fill_date_by_testid(testid, month_val, day_val, year_val, field_name):
                 try:
@@ -285,55 +289,127 @@ class AutomationDentaQuestEligibilityCheck:
                     
                     def replace_with_sendkeys(el, value):
                         el.click()
-                        time.sleep(0.1)
+                        time.sleep(0.05)
-                        # Clear existing content
                         el.send_keys(Keys.CONTROL, "a")
-                        time.sleep(0.05)
                         el.send_keys(Keys.BACKSPACE)
-                        time.sleep(0.05)
-                        # Type new value
                         el.send_keys(value)
-                        time.sleep(0.1)
 
-                    # Fill month
                     replace_with_sendkeys(month_elem, month_val)
-                    # Tab to day field
-                    month_elem.send_keys(Keys.TAB)
                     time.sleep(0.1)
-                    
-                    # Fill day
                     replace_with_sendkeys(day_elem, day_val)
-                    # Tab to year field
-                    day_elem.send_keys(Keys.TAB)
                     time.sleep(0.1)
-                    
-                    # Fill year
                     replace_with_sendkeys(year_elem, year_val)
-                    # Tab out of the field to trigger validation
-                    year_elem.send_keys(Keys.TAB)
-                    time.sleep(0.2)
-                    
                     print(f"[DentaQuest step1] Filled {field_name}: {month_val}/{day_val}/{year_val}")
                     return True
                 except Exception as e:
                     print(f"[DentaQuest step1] Error filling {field_name}: {e}")
                     return False
 
-            # 1. Fill Date of Service with TODAY's date using specific data-testid
+            # 1. Select Provider from dropdown (required field)
-            fill_date_by_testid("member-search_date-of-service", service_month, service_day, service_year, "Date of Service")
+            try:
+                print("[DentaQuest step1] Selecting Provider...")
+                # Try to find and click Provider dropdown
+                provider_selectors = [
+                    "//label[contains(text(),'Provider')]/following-sibling::*//div[contains(@class,'select')]",
+                    "//div[contains(@data-testid,'provider')]//div[contains(@class,'select')]",
+                    "//*[@aria-label='Provider']",
+                    "//select[contains(@name,'provider') or contains(@id,'provider')]",
+                    "//div[contains(@class,'provider')]//input",
+                    "//label[contains(text(),'Provider')]/..//div[contains(@class,'control')]"
+                ]
+                
+                provider_clicked = False
+                for selector in provider_selectors:
+                    try:
+                        provider_dropdown = WebDriverWait(self.driver, 3).until(
+                            EC.element_to_be_clickable((By.XPATH, selector))
+                        )
+                        provider_dropdown.click()
+                        print(f"[DentaQuest step1] Clicked provider dropdown with selector: {selector}")
                         time.sleep(0.5)
+                        provider_clicked = True
+                        break
+                    except TimeoutException:
+                        continue
+                
+                if provider_clicked:
+                    # Select first available provider option
+                    option_selectors = [
+                        "//div[contains(@class,'option') and not(contains(@class,'disabled'))]",
+                        "//li[contains(@class,'option')]",
+                        "//option[not(@disabled)]",
+                        "//*[@role='option']"
+                    ]
+                    
+                    for opt_selector in option_selectors:
+                        try:
+                            options = self.driver.find_elements(By.XPATH, opt_selector)
+                            if options:
+                                # Select first non-placeholder option
+                                for opt in options:
+                                    opt_text = opt.text.strip()
+                                    if opt_text and "select" not in opt_text.lower():
+                                        opt.click()
+                                        print(f"[DentaQuest step1] Selected provider: {opt_text}")
+                                        break
+                                break
+                        except:
+                            continue
+                    
+                    # Close dropdown if still open
+                    ActionChains(self.driver).send_keys(Keys.ESCAPE).perform()
+                    time.sleep(0.3)
+                else:
+                    print("[DentaQuest step1] Warning: Could not find Provider dropdown")
+                    
+            except Exception as e:
+                print(f"[DentaQuest step1] Error selecting provider: {e}")
+            
+            time.sleep(0.3)
 
             # 2. Fill Date of Birth with patient's DOB using specific data-testid
             fill_date_by_testid("member-search_date-of-birth", dob_month, dob_day, dob_year, "Date of Birth")
-            time.sleep(0.5)
+            time.sleep(0.3)
 
-            # 3. Fill Member ID
+            # 3. Fill ALL available search fields (flexible search)
+            # Fill Member ID if provided
+            if self.memberId:
+                try:
                     member_id_input = wait.until(EC.presence_of_element_located(
                         (By.XPATH, '//input[@placeholder="Search by member ID"]')
                     ))
                     member_id_input.clear()
                     member_id_input.send_keys(self.memberId)
                     print(f"[DentaQuest step1] Entered member ID: {self.memberId}")
+                    time.sleep(0.2)
+                except Exception as e:
+                    print(f"[DentaQuest step1] Warning: Could not fill member ID: {e}")
+            
+            # Fill First Name if provided
+            if self.firstName:
+                try:
+                    first_name_input = wait.until(EC.presence_of_element_located(
+                        (By.XPATH, '//input[@placeholder="First name - 1 char minimum" or contains(@placeholder,"first name") or contains(@name,"firstName") or contains(@id,"firstName")]')
+                    ))
+                    first_name_input.clear()
+                    first_name_input.send_keys(self.firstName)
+                    print(f"[DentaQuest step1] Entered first name: {self.firstName}")
+                    time.sleep(0.2)
+                except Exception as e:
+                    print(f"[DentaQuest step1] Warning: Could not fill first name: {e}")
+            
+            # Fill Last Name if provided
+            if self.lastName:
+                try:
+                    last_name_input = wait.until(EC.presence_of_element_located(
+                        (By.XPATH, '//input[@placeholder="Last name - 2 char minimum" or contains(@placeholder,"last name") or contains(@name,"lastName") or contains(@id,"lastName")]')
+                    ))
+                    last_name_input.clear()
+                    last_name_input.send_keys(self.lastName)
+                    print(f"[DentaQuest step1] Entered last name: {self.lastName}")
+                    time.sleep(0.2)
+                except Exception as e:
+                    print(f"[DentaQuest step1] Warning: Could not fill last name: {e}")
 
             time.sleep(0.3)
 
@@ -351,7 +427,8 @@ class AutomationDentaQuestEligibilityCheck:
                     search_btn.click()
                     print("[DentaQuest step1] Clicked search button (fallback)")
                 except:
-                    member_id_input.send_keys(Keys.RETURN)
+                    # Press Enter on the last input field
+                    ActionChains(self.driver).send_keys(Keys.RETURN).perform()
                     print("[DentaQuest step1] Pressed Enter to search")
             
             time.sleep(5)
@@ -363,7 +440,7 @@ class AutomationDentaQuestEligibilityCheck:
                 ))
                 if error_msg and error_msg.is_displayed():
                     print("[DentaQuest step1] No results found")
-                    return "ERROR: INVALID MEMBERID OR DOB"
+                    return "ERROR: INVALID SEARCH CRITERIA"
             except TimeoutException:
                 pass
 
@@ -390,8 +467,54 @@ class AutomationDentaQuestEligibilityCheck:
             except TimeoutException:
                 print("[DentaQuest step2] Warning: Results table not found within timeout")
             
-            # 1) Find and extract eligibility status from search results
+            # 1) Find and extract eligibility status and Member ID from search results
             eligibilityText = "unknown"
+            foundMemberId = ""
+            
+            # Try to extract Member ID from the search results
+            import re
+            try:
+                # Look for Member ID in various places
+                member_id_selectors = [
+                    "(//tbody//tr)[1]//td[contains(text(),'ID:') or contains(@data-testid,'member-id')]",
+                    "//span[contains(text(),'Member ID')]/..//span",
+                    "//div[contains(text(),'Member ID')]",
+                    "(//tbody//tr)[1]//td[2]",  # Often Member ID is in second column
+                ]
+                
+                page_text = self.driver.find_element(By.TAG_NAME, "body").text
+                
+                # Try regex patterns to find Member ID
+                patterns = [
+                    r'Member ID[:\s]+([A-Z0-9]+)',
+                    r'ID[:\s]+([A-Z0-9]{5,})',
+                    r'MemberID[:\s]+([A-Z0-9]+)',
+                ]
+                
+                for pattern in patterns:
+                    match = re.search(pattern, page_text, re.IGNORECASE)
+                    if match:
+                        foundMemberId = match.group(1).strip()
+                        print(f"[DentaQuest step2] Extracted Member ID: {foundMemberId}")
+                        break
+                
+                if not foundMemberId:
+                    for selector in member_id_selectors:
+                        try:
+                            elem = self.driver.find_element(By.XPATH, selector)
+                            text = elem.text.strip()
+                            # Extract just the ID part
+                            id_match = re.search(r'([A-Z0-9]{5,})', text)
+                            if id_match:
+                                foundMemberId = id_match.group(1)
+                                print(f"[DentaQuest step2] Found Member ID via selector: {foundMemberId}")
+                                break
+                        except:
+                            continue
+            except Exception as e:
+                print(f"[DentaQuest step2] Error extracting Member ID: {e}")
+            
+            # Extract eligibility status
             status_selectors = [
                 "(//tbody//tr)[1]//a[contains(@href, 'eligibility')]",
                 "//a[contains(@href,'eligibility')]",
@@ -424,25 +547,6 @@ class AutomationDentaQuestEligibilityCheck:
             current_url_before = self.driver.current_url
             print(f"[DentaQuest step2] Current URL before: {current_url_before}")
             
-            # Try to extract patient name from search results first
-            name_extraction_selectors = [
-                "(//tbody//tr)[1]//td[1]",  # First column of first row
-                "(//table//tbody//tr)[1]//td[1]",
-                "//table//tr[2]//td[1]",  # Skip header row
-                "(//tbody//tr)[1]//a",  # Link in first row
-            ]
-            for selector in name_extraction_selectors:
-                try:
-                    elem = self.driver.find_element(By.XPATH, selector)
-                    text = elem.text.strip()
-                    if text and len(text) > 1 and len(text) < 100:
-                        if not any(x in text.lower() for x in ['active', 'inactive', 'eligible', 'search', 'view', 'details', 'status']):
-                            patientName = text
-                            print(f"[DentaQuest step2] Extracted patient name from search results: '{patientName}'")
-                            break
-                except:
-                    continue
-            
             # Find all links in first row and log them
             try:
                 all_links = self.driver.find_elements(By.XPATH, "(//tbody//tr)[1]//a")
@@ -619,7 +723,8 @@ class AutomationDentaQuestEligibilityCheck:
                 "eligibility": eligibilityText,
                 "ss_path": pdf_path,  # Keep key as ss_path for backward compatibility
                 "pdf_path": pdf_path,  # Also add explicit pdf_path
-                "patientName": patientName
+                "patientName": patientName,
+                "memberId": foundMemberId  # Member ID extracted from the page
             }
             print(f"[DentaQuest step2] Success: {output}")
             return output

apps/SeleniumService/selenium_UnitedSCO_eligibilityCheckWorker.py

@@ -267,13 +267,9 @@ class AutomationUnitedSCOEligibilityCheck:
         """
         Navigate to Eligibility page and fill the Patient Information form.
         
-        FLEXIBLE INPUT SUPPORT:
+        Workflow based on actual DOM testing:
-        - If Member ID is provided: Fill Subscriber ID + DOB (+ optional First/Last Name)
-        - If no Member ID but First/Last Name provided: Fill First Name + Last Name + DOB
-        
-        Workflow:
         1. Navigate directly to eligibility page
-        2. Fill available fields based on input
+        2. Fill First Name (id='firstName_Back'), Last Name (id='lastName_Back'), DOB (id='dateOfBirth_Back')
         3. Select Payer: "UnitedHealthcare Massachusetts" from ng-select dropdown
         4. Click Continue
         5. Handle Practitioner & Location page - click paymentGroupId dropdown, select Summit Dental Care
@@ -282,17 +278,7 @@ class AutomationUnitedSCOEligibilityCheck:
         from selenium.webdriver.common.action_chains import ActionChains
         
         try:
-            # Determine which input mode to use
+            print(f"[UnitedSCO step1] Starting eligibility search for: {self.firstName} {self.lastName}, DOB: {self.dateOfBirth}")
-            has_member_id = bool(self.memberId and self.memberId.strip())
-            has_name = bool(self.firstName and self.firstName.strip() and self.lastName and self.lastName.strip())
-            
-            if has_member_id:
-                print(f"[UnitedSCO step1] Using Member ID mode: ID={self.memberId}, DOB={self.dateOfBirth}")
-            elif has_name:
-                print(f"[UnitedSCO step1] Using Name mode: {self.firstName} {self.lastName}, DOB={self.dateOfBirth}")
-            else:
-                print("[UnitedSCO step1] ERROR: Need either Member ID or First Name + Last Name")
-                return "ERROR: Missing required input (Member ID or Name)"
             
             # Navigate directly to eligibility page
             print("[UnitedSCO step1] Navigating to eligibility page...")
@@ -305,28 +291,17 @@ class AutomationUnitedSCOEligibilityCheck:
             # Step 1.1: Fill the Patient Information form
             print("[UnitedSCO step1] Filling Patient Information form...")
             
-            # Wait for form to load
+            # Wait for form to load - look for First Name field (id='firstName_Back')
             try:
                 WebDriverWait(self.driver, 10).until(
-                    EC.presence_of_element_located((By.ID, "subscriberId_Front"))
+                    EC.presence_of_element_located((By.ID, "firstName_Back"))
                 )
                 print("[UnitedSCO step1] Patient Information form loaded")
             except TimeoutException:
                 print("[UnitedSCO step1] Patient Information form not found")
                 return "ERROR: Patient Information form not found"
             
-            # Fill Subscriber ID if provided (id='subscriberId_Front')
+            # Fill First Name (id='firstName_Back')
-            if has_member_id:
-                try:
-                    subscriber_id_input = self.driver.find_element(By.ID, "subscriberId_Front")
-                    subscriber_id_input.clear()
-                    subscriber_id_input.send_keys(self.memberId)
-                    print(f"[UnitedSCO step1] Entered Subscriber ID: {self.memberId}")
-                except Exception as e:
-                    print(f"[UnitedSCO step1] Error entering Subscriber ID: {e}")
-            
-            # Fill First Name if provided (id='firstName_Back')
-            if self.firstName and self.firstName.strip():
             try:
                 first_name_input = self.driver.find_element(By.ID, "firstName_Back")
                 first_name_input.clear()
@@ -334,11 +309,9 @@ class AutomationUnitedSCOEligibilityCheck:
                 print(f"[UnitedSCO step1] Entered First Name: {self.firstName}")
             except Exception as e:
                 print(f"[UnitedSCO step1] Error entering First Name: {e}")
-                    if not has_member_id:  # Only fail if we're relying on name
                 return "ERROR: Could not enter First Name"
             
-            # Fill Last Name if provided (id='lastName_Back')
+            # Fill Last Name (id='lastName_Back')
-            if self.lastName and self.lastName.strip():
             try:
                 last_name_input = self.driver.find_element(By.ID, "lastName_Back")
                 last_name_input.clear()
@@ -346,10 +319,9 @@ class AutomationUnitedSCOEligibilityCheck:
                 print(f"[UnitedSCO step1] Entered Last Name: {self.lastName}")
             except Exception as e:
                 print(f"[UnitedSCO step1] Error entering Last Name: {e}")
-                    if not has_member_id:  # Only fail if we're relying on name
                 return "ERROR: Could not enter Last Name"
             
-            # Fill Date of Birth (id='dateOfBirth_Back', format: MM/DD/YYYY) - always required
+            # Fill Date of Birth (id='dateOfBirth_Back', format: MM/DD/YYYY)
             try:
                 dob_input = self.driver.find_element(By.ID, "dateOfBirth_Back")
                 dob_input.clear()