claim page , auto fill field working

This commit is contained in:
2025-05-26 22:05:21 +05:30
parent be8c328d29
commit 564a9927c9
5 changed files with 742 additions and 484 deletions

View File

@@ -1,16 +1,20 @@
import { useState, useEffect } from "react";
import { useQuery } from "@tanstack/react-query";
import { useMutation, useQuery } from "@tanstack/react-query";
import { TopAppBar } from "@/components/layout/top-app-bar";
import { Sidebar } from "@/components/layout/sidebar";
import { Card, CardHeader, CardTitle, CardContent } from "@/components/ui/card";
import { ClaimForm } from "@/components/claims/claim-form";
import { useToast } from "@/hooks/use-toast";
import { useAuth } from "@/hooks/use-auth";
import { PatientUncheckedCreateInputObjectSchema, AppointmentUncheckedCreateInputObjectSchema } from "@repo/db/usedSchemas";
import { Plus, FileCheck, CheckCircle, Clock, AlertCircle } from "lucide-react";
import {
PatientUncheckedCreateInputObjectSchema,
AppointmentUncheckedCreateInputObjectSchema,
} from "@repo/db/usedSchemas";
import { FileCheck, CheckCircle, Clock, AlertCircle } from "lucide-react";
import { format } from "date-fns";
import {z} from "zod";
import { apiRequest } from "@/lib/queryClient";
import { z } from "zod";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { useLocation } from "wouter";
//creating types out of schema auto generated.
type Appointment = z.infer<typeof AppointmentUncheckedCreateInputObjectSchema>;
@@ -60,40 +64,127 @@ const updatePatientSchema = (
type UpdatePatient = z.infer<typeof updatePatientSchema>;
function getQueryParams() {
const search = window.location.search;
const params = new URLSearchParams(search);
return {
name: params.get("name") || "",
memberId: params.get("memberId") || "",
dob: params.get("dob") || "",
};
}
export default function ClaimsPage() {
const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false);
const [isClaimFormOpen, setIsClaimFormOpen] = useState(false);
const [selectedPatient, setSelectedPatient] = useState<number | null>(null);
const [selectedAppointment, setSelectedAppointment] = useState<number | null>(null);
const [selectedAppointment, setSelectedAppointment] = useState<number | null>(
null
);
const { toast } = useToast();
const { user } = useAuth();
const [claimFormData, setClaimFormData] = useState<any>({
patientId: null,
carrier: "",
doctorName: "",
serviceDate: "",
clinicalNotes: "",
serviceLines: [],
});
// Fetch patients
const { data: patients = [], isLoading: isLoadingPatients } = useQuery<
Patient[]
>({
queryKey: ["/api/patients/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/patients/");
return res.json();
},
enabled: !!user,
});
Patient[]
>({
queryKey: ["/api/patients/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/patients/");
return res.json();
},
enabled: !!user,
});
// Fetch appointments
const {
data: appointments = [] as Appointment[],
isLoading: isLoadingAppointments,
} = useQuery<Appointment[]>({
queryKey: ["/api/appointments/all"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/appointments/all");
return res.json();
},
enabled: !!user,
});
data: appointments = [] as Appointment[],
isLoading: isLoadingAppointments,
} = useQuery<Appointment[]>({
queryKey: ["/api/appointments/all"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/appointments/all");
return res.json();
},
enabled: !!user,
});
// Add patient mutation
const addPatientMutation = useMutation({
mutationFn: async (patient: InsertPatient) => {
const res = await apiRequest("POST", "/api/patients/", patient);
return res.json();
},
onSuccess: (newPatient) => {
queryClient.invalidateQueries({ queryKey: ["/api/patients/"] });
toast({
title: "Success",
description: "Patient added successfully!",
variant: "default",
});
},
onError: (error) => {
toast({
title: "Error",
description: `Failed to add patient: ${error.message}`,
variant: "destructive",
});
},
});
// Create appointment mutation
const createAppointmentMutation = useMutation({
mutationFn: async (appointment: InsertAppointment) => {
const res = await apiRequest("POST", "/api/appointments/", appointment);
return await res.json();
},
onSuccess: () => {
toast({
title: "Success",
description: "Appointment created successfully.",
});
// Invalidate both appointments and patients queries
queryClient.invalidateQueries({ queryKey: ["/api/appointments/all"] });
queryClient.invalidateQueries({ queryKey: ["/api/patients/"] });
},
onError: (error: Error) => {
toast({
title: "Error",
description: `Failed to create appointment: ${error.message}`,
variant: "destructive",
});
},
});
const createClaimMutation = useMutation({
mutationFn: async (claimData: any) => {
const res = await apiRequest("POST", "/api/claims/", claimData);
return res.json();
},
onSuccess: () => {
toast({
title: "Claim submitted successfully",
variant: "default",
});
closeClaim();
// optionally refetch claims or appointments if needed
},
onError: (error: any) => {
toast({
title: "Error submitting claim",
description: error.message,
variant: "destructive",
});
},
});
const toggleMobileMenu = () => {
setIsMobileMenuOpen(!isMobileMenuOpen);
@@ -111,100 +202,182 @@ export default function ClaimsPage() {
setSelectedAppointment(null);
};
// Get unique patients with appointments
const patientsWithAppointments = appointments.reduce((acc, appointment) => {
if (!acc.some(item => item.patientId === appointment.patientId)) {
const patient = patients.find(p => p.id === appointment.patientId);
if (patient) {
acc.push({
patientId: patient.id,
patientName: `${patient.firstName} ${patient.lastName}`,
appointmentId: Number(appointment.id),
insuranceProvider: patient.insuranceProvider || 'N/A',
insuranceId: patient.insuranceId || 'N/A',
lastAppointment: String(appointment.date)
const { name, memberId, dob } = getQueryParams();
const prefillClaimForm = (patient: Patient) => {
setClaimFormData((prev: any) => ({
...prev,
patientId: patient.id,
carrier: patient.insuranceProvider || "",
doctorName: user?.username || "",
serviceDate: new Date().toISOString().slice(0, 10),
clinicalNotes: "",
serviceLines: [],
}));
};
useEffect(() => {
if (memberId && dob) {
const matchingPatient = patients.find(
(p) =>
p.insuranceId?.toLowerCase().trim() === memberId.toLowerCase().trim()
);
if (matchingPatient) {
setSelectedPatient(matchingPatient.id);
prefillClaimForm(matchingPatient);
setIsClaimFormOpen(true);
} else {
const [firstName, ...rest] = name.trim().split(" ");
const lastName = rest.join(" ") || "";
const newPatient: InsertPatient = {
firstName,
lastName,
dateOfBirth: new Date(dob),
gender: "unknown",
phone: "000-000-0000",
userId: user?.id ?? 1,
insuranceId: memberId,
};
addPatientMutation.mutate(newPatient, {
onSuccess: (created) => {
setSelectedPatient(created.id);
prefillClaimForm(created);
setIsClaimFormOpen(true);
},
});
}
}
return acc;
}, [] as Array<{
patientId: number;
patientName: string;
appointmentId: number;
insuranceProvider: string;
insuranceId: string;
lastAppointment: string;
}>);
}, [memberId, dob, patients]);
function handleClaimSubmit(claimData: any) {
createClaimMutation.mutate(claimData);
}
// Get unique patients with appointments
const patientsWithAppointments = appointments.reduce(
(acc, appointment) => {
if (!acc.some((item) => item.patientId === appointment.patientId)) {
const patient = patients.find((p) => p.id === appointment.patientId);
if (patient) {
acc.push({
patientId: patient.id,
patientName: `${patient.firstName} ${patient.lastName}`,
appointmentId: Number(appointment.id),
insuranceProvider: patient.insuranceProvider || "N/A",
insuranceId: patient.insuranceId || "N/A",
lastAppointment: String(appointment.date),
});
}
}
return acc;
},
[] as Array<{
patientId: number;
patientName: string;
appointmentId: number;
insuranceProvider: string;
insuranceId: string;
lastAppointment: string;
}>
);
return (
<div className="flex h-screen overflow-hidden bg-gray-100">
<Sidebar isMobileOpen={isMobileMenuOpen} setIsMobileOpen={setIsMobileMenuOpen} />
<Sidebar
isMobileOpen={isMobileMenuOpen}
setIsMobileOpen={setIsMobileMenuOpen}
/>
<div className="flex-1 flex flex-col overflow-hidden">
<TopAppBar toggleMobileMenu={toggleMobileMenu} />
<main className="flex-1 overflow-y-auto p-4">
{/* Header */}
<div className="mb-6">
<h1 className="text-2xl font-semibold text-gray-800">Insurance Claims</h1>
<p className="text-gray-600">Manage and submit insurance claims for patients</p>
<h1 className="text-2xl font-semibold text-gray-800">
Insurance Claims
</h1>
<p className="text-gray-600">
Manage and submit insurance claims for patients
</p>
</div>
{/* New Claims Section */}
<div className="mb-8">
<div className="flex items-center justify-between mb-4">
<div
<div
className="flex items-center cursor-pointer group"
onClick={() => {
if (patientsWithAppointments.length > 0) {
const firstPatient = patientsWithAppointments[0];
handleNewClaim(Number(firstPatient?.patientId), Number(firstPatient?.appointmentId));
handleNewClaim(
Number(firstPatient?.patientId),
Number(firstPatient?.appointmentId)
);
} else {
toast({
title: "No patients available",
description: "There are no patients with appointments to create a claim",
description:
"There are no patients with appointments to create a claim",
});
}
}}
>
<h2 className="text-xl font-medium text-gray-800 group-hover:text-primary">New Claims</h2>
<h2 className="text-xl font-medium text-gray-800 group-hover:text-primary">
New Claims
</h2>
<div className="ml-2 text-primary">
<FileCheck className="h-5 w-5" />
</div>
</div>
</div>
<Card>
<CardHeader className="pb-2">
<CardTitle>Recent Patients for Claims</CardTitle>
</CardHeader>
<CardContent>
{isLoadingPatients || isLoadingAppointments ? (
<div className="text-center py-4">Loading patients data...</div>
<div className="text-center py-4">
Loading patients data...
</div>
) : patientsWithAppointments.length > 0 ? (
<div className="divide-y">
{patientsWithAppointments.map((item) => (
<div
key={item.patientId}
<div
key={item.patientId}
className="py-4 flex items-center justify-between cursor-pointer hover:bg-gray-50"
onClick={() => handleNewClaim(item.patientId, item.appointmentId)}
onClick={() =>
handleNewClaim(item.patientId, item.appointmentId)
}
>
<div>
<h3 className="font-medium">{item.patientName}</h3>
<div className="text-sm text-gray-500">
<span>Insurance: {item.insuranceProvider === 'delta'
? 'Delta Dental'
: item.insuranceProvider === 'metlife'
? 'MetLife'
: item.insuranceProvider === 'cigna'
? 'Cigna'
: item.insuranceProvider === 'aetna'
? 'Aetna'
: item.insuranceProvider}</span>
<span>
Insurance:{" "}
{item.insuranceProvider === "delta"
? "Delta Dental"
: item.insuranceProvider === "metlife"
? "MetLife"
: item.insuranceProvider === "cigna"
? "Cigna"
: item.insuranceProvider === "aetna"
? "Aetna"
: item.insuranceProvider}
</span>
<span className="mx-2"></span>
<span>ID: {item.insuranceId}</span>
<span className="mx-2"></span>
<span>Last Visit: {new Date(item.lastAppointment).toLocaleDateString()}</span>
<span>
Last Visit:{" "}
{new Date(
item.lastAppointment
).toLocaleDateString()}
</span>
</div>
</div>
<div className="text-primary">
@@ -216,100 +389,30 @@ export default function ClaimsPage() {
) : (
<div className="text-center py-8">
<FileCheck className="h-12 w-12 mx-auto text-gray-400 mb-3" />
<h3 className="text-lg font-medium">No eligible patients for claims</h3>
<h3 className="text-lg font-medium">
No eligible patients for claims
</h3>
<p className="text-gray-500 mt-1">
Patients with appointments will appear here for insurance claim processing
Patients with appointments will appear here for insurance
claim processing
</p>
</div>
)}
</CardContent>
</Card>
</div>
{/* Old Claims Section */}
<div>
<div className="flex items-center justify-between mb-4">
<h2 className="text-xl font-medium text-gray-800">Old Claims</h2>
</div>
<Card>
<CardHeader className="pb-2">
<CardTitle>Submitted Claims History</CardTitle>
</CardHeader>
<CardContent>
{/* Sample Old Claims */}
<div className="divide-y">
{patientsWithAppointments.slice(0, 3).map((item, index) => (
<div
key={`old-claim-${index}`}
className="py-4 flex items-center justify-between cursor-pointer hover:bg-gray-50"
onClick={() => toast({
title: "Claim Details",
description: `Viewing details for claim #${2000 + index}`
})}
>
<div>
<h3 className="font-medium">{item.patientName}</h3>
<div className="text-sm text-gray-500">
<span>Claim #: {2000 + index}</span>
<span className="mx-2"></span>
<span>Submitted: {format(new Date(new Date().setDate(new Date().getDate() - (index * 15))), 'MMM dd, yyyy')}</span>
<span className="mx-2"></span>
<span>Amount: ${(Math.floor(Math.random() * 500) + 100).toFixed(2)}</span>
</div>
</div>
<div className="flex items-center gap-2">
<span className={`px-2 py-1 text-xs font-medium rounded-full ${
index === 0 ? 'bg-yellow-100 text-yellow-800' :
index === 1 ? 'bg-green-100 text-green-800' :
'bg-blue-100 text-blue-800'
}`}>
{index === 0 ? (
<span className="flex items-center">
<Clock className="h-3 w-3 mr-1" />
Pending
</span>
) : index === 1 ? (
<span className="flex items-center">
<CheckCircle className="h-3 w-3 mr-1" />
Approved
</span>
) : (
<span className="flex items-center">
<AlertCircle className="h-3 w-3 mr-1" />
Review
</span>
)}
</span>
</div>
</div>
))}
{patientsWithAppointments.length === 0 && (
<div className="text-center py-8">
<Clock className="h-12 w-12 mx-auto text-gray-400 mb-3" />
<h3 className="text-lg font-medium">No claim history</h3>
<p className="text-gray-500 mt-1">
Submitted insurance claims will appear here
</p>
</div>
)}
</div>
</CardContent>
</Card>
</div>
</main>
</div>
{/* Claim Form Modal */}
{isClaimFormOpen && selectedPatient !== null && selectedAppointment !== null && (
{isClaimFormOpen && selectedPatient !== null && (
<ClaimForm
patientId={selectedPatient}
appointmentId={selectedAppointment}
patientName="" // Will be loaded by the component
onClose={closeClaim}
extractedData={claimFormData}
onSubmit={handleClaimSubmit}
/>
)}
</div>
);
}
}