feat: Select Procedures flow, batch-column NPI provider fix, auto PDF save
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth) - Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage - Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only - Claims/PreAuth auto-prefills from saved procedures including NPI provider - Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId - Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed) - Add npiProviderId column to AppointmentProcedure table (prisma db push) - Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard - Add full error logging to batch-column catch block Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
@@ -1,4 +1,4 @@
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import { useState } from "react";
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import { useState, useEffect } from "react";
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import { useQuery, useMutation } from "@tanstack/react-query";
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import {
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Dialog,
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@@ -9,6 +9,13 @@ import {
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import {
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Select,
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SelectContent,
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SelectItem,
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SelectTrigger,
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SelectValue,
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} from "@/components/ui/select";
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import { Trash2, Plus, Save, X } from "lucide-react";
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import { apiRequest, queryClient } from "@/lib/queryClient";
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import { useToast } from "@/hooks/use-toast";
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@@ -17,7 +24,7 @@ import {
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CODE_MAP,
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getPriceForCodeWithAgeFromMap,
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} from "@/utils/procedureCombosMapping";
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import { Patient, AppointmentProcedure } from "@repo/db/types";
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import { Patient, AppointmentProcedure, NpiProvider } from "@repo/db/types";
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import { useLocation } from "wouter";
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import { DeleteConfirmationDialog } from "../ui/deleteDialog";
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import {
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@@ -31,6 +38,7 @@ interface Props {
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appointmentId: number;
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patientId: number;
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patient: Patient;
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serviceDate?: string;
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}
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export function AppointmentProceduresDialog({
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@@ -39,54 +47,88 @@ export function AppointmentProceduresDialog({
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appointmentId,
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patientId,
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patient,
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serviceDate,
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}: Props) {
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const { toast } = useToast();
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const [, setLocation] = useLocation();
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// -----------------------------
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// state for manual add
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// -----------------------------
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// NPI provider state — stored per-appointment on the procedure rows
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const [selectedNpiProviderId, setSelectedNpiProviderId] = useState<number | null>(null);
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// manual add row state
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const [manualCode, setManualCode] = useState("");
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const [manualLabel, setManualLabel] = useState("");
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const [manualFee, setManualFee] = useState("");
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const [manualTooth, setManualTooth] = useState("");
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const [manualSurface, setManualSurface] = useState("");
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// -----------------------------
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// state for inline edit
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// -----------------------------
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// inline edit state
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const [editingId, setEditingId] = useState<number | null>(null);
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const [editRow, setEditRow] = useState<Partial<AppointmentProcedure>>({});
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const [clearAllOpen, setClearAllOpen] = useState(false);
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// for redirection to claim submission
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const [, setLocation] = useLocation();
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// -----------------------------
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// fetch procedures
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// -----------------------------
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const { data: procedures = [], isLoading } = useQuery<AppointmentProcedure[]>(
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{
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queryKey: ["appointment-procedures", appointmentId],
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queryFn: async () => {
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const res = await apiRequest(
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"GET",
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`/api/appointment-procedures/${appointmentId}`,
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);
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if (!res.ok) throw new Error("Failed to load procedures");
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return res.json();
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},
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enabled: open && !!appointmentId,
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// ── NPI Providers ──────────────────────────────────────────────
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const { data: npiProviders = [] } = useQuery<NpiProvider[]>({
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queryKey: ["/api/npiProviders/"],
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queryFn: async () => {
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const res = await apiRequest("GET", "/api/npiProviders/");
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if (!res.ok) throw new Error("Failed to fetch NPI providers");
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return res.json();
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},
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);
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enabled: open,
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});
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// ── Procedures ─────────────────────────────────────────────────
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const { data: procedures = [], isLoading } = useQuery<AppointmentProcedure[]>({
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queryKey: ["appointment-procedures", appointmentId],
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queryFn: async () => {
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const res = await apiRequest("GET", `/api/appointment-procedures/${appointmentId}`);
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if (!res.ok) throw new Error("Failed to load procedures");
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return res.json();
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},
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enabled: open && !!appointmentId,
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});
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// Sync NPI provider from saved procedures when they load
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useEffect(() => {
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if (!procedures.length) return;
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const saved = (procedures[0] as any)?.npiProviderId ?? null;
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if (saved != null) setSelectedNpiProviderId(Number(saved));
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}, [procedures]);
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// Default NPI provider to Mary Scannell / first when none saved yet
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useEffect(() => {
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if (selectedNpiProviderId != null || !npiProviders.length) return;
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const mary = npiProviders.find((p) => p.providerName.toLowerCase() === "mary scannell");
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setSelectedNpiProviderId((mary ?? npiProviders[0])?.id ?? null);
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}, [npiProviders, selectedNpiProviderId]);
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// ── Mutations ──────────────────────────────────────────────────
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const setNpiMutation = useMutation({
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mutationFn: async (npiProviderId: number | null) => {
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const res = await apiRequest(
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"PUT",
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`/api/appointment-procedures/set-npi-provider/${appointmentId}`,
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{ npiProviderId },
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);
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if (!res.ok) throw new Error("Failed to update provider");
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},
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onSuccess: () => {
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toast({ title: "Rendering provider saved" });
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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},
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onError: (err: any) => {
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toast({ title: "Error", description: err.message, variant: "destructive" });
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},
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});
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// -----------------------------
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// mutations
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// -----------------------------
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const addManualMutation = useMutation({
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mutationFn: async () => {
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const payload = {
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appointmentId,
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patientId,
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npiProviderId: selectedNpiProviderId ?? null,
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procedureCode: manualCode,
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procedureLabel: manualLabel || null,
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fee: manualFee ? Number(manualFee) : null,
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@@ -94,101 +136,63 @@ export function AppointmentProceduresDialog({
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toothSurface: manualSurface || null,
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source: "MANUAL",
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};
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const res = await apiRequest(
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"POST",
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"/api/appointment-procedures",
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payload,
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);
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const res = await apiRequest("POST", "/api/appointment-procedures", payload);
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if (!res.ok) throw new Error("Failed to add procedure");
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return res.json();
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},
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onSuccess: () => {
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toast({ title: "Procedure added" });
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setManualCode("");
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setManualLabel("");
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setManualFee("");
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setManualTooth("");
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setManualSurface("");
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queryClient.invalidateQueries({
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queryKey: ["appointment-procedures", appointmentId],
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});
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setManualCode(""); setManualLabel(""); setManualFee("");
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setManualTooth(""); setManualSurface("");
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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},
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onError: (err: any) => {
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toast({
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title: "Error",
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description: err.message ?? "Failed to add procedure",
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variant: "destructive",
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});
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toast({ title: "Error", description: err.message ?? "Failed to add procedure", variant: "destructive" });
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},
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});
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const bulkAddMutation = useMutation({
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mutationFn: async (rows: any[]) => {
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const res = await apiRequest(
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"POST",
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"/api/appointment-procedures/bulk",
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rows,
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);
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const res = await apiRequest("POST", "/api/appointment-procedures/bulk", rows);
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if (!res.ok) throw new Error("Failed to add combo procedures");
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return res.json();
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},
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onSuccess: () => {
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toast({ title: "Combo added" });
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queryClient.invalidateQueries({
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queryKey: ["appointment-procedures", appointmentId],
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});
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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},
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});
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const deleteMutation = useMutation({
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mutationFn: async (id: number) => {
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const res = await apiRequest(
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"DELETE",
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`/api/appointment-procedures/${id}`,
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);
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const res = await apiRequest("DELETE", `/api/appointment-procedures/${id}`);
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if (!res.ok) throw new Error("Failed to delete");
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},
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onSuccess: () => {
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toast({ title: "Deleted" });
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queryClient.invalidateQueries({
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queryKey: ["appointment-procedures", appointmentId],
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});
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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},
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});
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const clearAllMutation = useMutation({
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mutationFn: async () => {
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const res = await apiRequest(
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"DELETE",
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`/api/appointment-procedures/clear/${appointmentId}`,
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);
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const res = await apiRequest("DELETE", `/api/appointment-procedures/clear/${appointmentId}`);
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if (!res.ok) throw new Error("Failed to clear procedures");
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},
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onSuccess: () => {
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toast({ title: "All procedures cleared" });
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queryClient.invalidateQueries({
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queryKey: ["appointment-procedures", appointmentId],
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});
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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setClearAllOpen(false);
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},
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onError: (err: any) => {
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toast({
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title: "Error",
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description: err.message ?? "Failed to clear procedures",
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variant: "destructive",
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});
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toast({ title: "Error", description: err.message ?? "Failed to clear procedures", variant: "destructive" });
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},
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});
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const updateMutation = useMutation({
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mutationFn: async () => {
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if (!editingId) return;
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const res = await apiRequest(
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"PUT",
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`/api/appointment-procedures/${editingId}`,
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editRow,
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);
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const res = await apiRequest("PUT", `/api/appointment-procedures/${editingId}`, editRow);
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if (!res.ok) throw new Error("Failed to update");
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return res.json();
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},
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@@ -196,55 +200,42 @@ export function AppointmentProceduresDialog({
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toast({ title: "Updated" });
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setEditingId(null);
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setEditRow({});
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queryClient.invalidateQueries({
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queryKey: ["appointment-procedures", appointmentId],
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});
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queryClient.invalidateQueries({ queryKey: ["appointment-procedures", appointmentId] });
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},
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});
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// -----------------------------
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// handlers
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// -----------------------------
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// ── Handlers ───────────────────────────────────────────────────
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const handleAddCombo = (comboKey: string) => {
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const combo = PROCEDURE_COMBOS[comboKey];
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if (!combo || !patient?.dateOfBirth) return;
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const serviceDate = new Date();
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const dob = patient.dateOfBirth;
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const ref = new Date();
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const birth = new Date(dob as any);
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let age = ref.getFullYear() - birth.getFullYear();
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const hadBirthday =
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ref.getMonth() > birth.getMonth() ||
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(ref.getMonth() === birth.getMonth() && ref.getDate() >= birth.getDate());
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if (!hadBirthday) age -= 1;
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const age = (() => {
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const birth = new Date(dob);
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const ref = new Date(serviceDate);
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let a = ref.getFullYear() - birth.getFullYear();
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const hadBirthday =
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ref.getMonth() > birth.getMonth() ||
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(ref.getMonth() === birth.getMonth() &&
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ref.getDate() >= birth.getDate());
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if (!hadBirthday) a -= 1;
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return a;
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})();
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const rows = combo.codes.map((code: string, idx: number) => {
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const priceDecimal = getPriceForCodeWithAgeFromMap(CODE_MAP, code, age);
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return {
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appointmentId,
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patientId,
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procedureCode: code,
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procedureLabel: combo.label,
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fee: priceDecimal.toNumber(),
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source: "COMBO",
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comboKey: comboKey,
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toothNumber: combo.toothNumbers?.[idx] ?? null,
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};
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});
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const rows = combo.codes.map((code: string, idx: number) => ({
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appointmentId,
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patientId,
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npiProviderId: selectedNpiProviderId ?? null,
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procedureCode: code,
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procedureLabel: combo.label,
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fee: getPriceForCodeWithAgeFromMap(CODE_MAP, code, age).toNumber(),
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source: "COMBO",
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comboKey,
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toothNumber: combo.toothNumbers?.[idx] ?? null,
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}));
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bulkAddMutation.mutate(rows);
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};
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const startEdit = (row: AppointmentProcedure) => {
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if (!row.id) return;
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setEditingId(row.id);
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setEditRow({
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procedureCode: row.procedureCode,
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@@ -255,10 +246,7 @@ export function AppointmentProceduresDialog({
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});
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};
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const cancelEdit = () => {
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setEditingId(null);
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setEditRow({});
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};
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const cancelEdit = () => { setEditingId(null); setEditRow({}); };
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const handleDirectClaim = () => {
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setLocation(`/claims?appointmentId=${appointmentId}&mode=direct`);
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@@ -270,256 +258,146 @@ export function AppointmentProceduresDialog({
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onOpenChange(false);
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};
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// -----------------------------
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// UI
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// -----------------------------
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const selectedProvider = npiProviders.find((p) => p.id === selectedNpiProviderId);
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// ── UI ─────────────────────────────────────────────────────────
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return (
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<Dialog open={open} onOpenChange={onOpenChange}>
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<DialogContent
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className="max-w-6xl max-h-[90vh] overflow-y-auto pointer-events-none"
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onPointerDownOutside={(e) => {
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if (clearAllOpen) {
|
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e.preventDefault(); // block only when delete dialog is open
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}
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}}
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onInteractOutside={(e) => {
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if (clearAllOpen) {
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e.preventDefault(); // block only when delete dialog is open
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}
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}}
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onPointerDownOutside={(e) => { if (clearAllOpen) e.preventDefault(); }}
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onInteractOutside={(e) => { if (clearAllOpen) e.preventDefault(); }}
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>
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<DialogHeader>
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<DialogTitle className="text-xl font-semibold">
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Appointment Procedures
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{serviceDate && <span className="ml-3 text-base font-normal text-muted-foreground">{serviceDate}</span>}
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</DialogTitle>
|
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</DialogHeader>
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|
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{/* ================= COMBOS ================= */}
|
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<div className="space-y-8 pointer-events-auto">
|
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<DirectComboButtons
|
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onDirectCombo={(comboKey) => {
|
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handleAddCombo(comboKey);
|
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}}
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/>
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|
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<RegularComboButtons
|
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onRegularCombo={(comboKey) => {
|
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handleAddCombo(comboKey);
|
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}}
|
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/>
|
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{/* ── Rendering Provider ─────────────────────────────── */}
|
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<div className="flex items-end gap-3 p-3 bg-blue-50 border border-blue-200 rounded-lg">
|
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<div className="flex-1">
|
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<Label className="text-sm font-medium text-blue-800">Rendering Provider (NPI)</Label>
|
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<Select
|
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value={selectedNpiProviderId?.toString() ?? ""}
|
||||
onValueChange={(v) => setSelectedNpiProviderId(v ? Number(v) : null)}
|
||||
>
|
||||
<SelectTrigger className="mt-1 bg-white">
|
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<SelectValue placeholder="Select NPI Provider" />
|
||||
</SelectTrigger>
|
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<SelectContent>
|
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{npiProviders.map((p) => (
|
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<SelectItem key={p.id} value={String(p.id)}>
|
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{p.npiNumber} — {p.providerName}
|
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</SelectItem>
|
||||
))}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
<Button
|
||||
size="sm"
|
||||
className="mb-0.5"
|
||||
onClick={() => setNpiMutation.mutate(selectedNpiProviderId)}
|
||||
disabled={setNpiMutation.isPending || !procedures.length}
|
||||
>
|
||||
<Save className="h-4 w-4 mr-1" />
|
||||
Set for All
|
||||
</Button>
|
||||
{selectedProvider && (
|
||||
<span className="text-sm text-blue-700 mb-1 whitespace-nowrap">
|
||||
✓ {selectedProvider.providerName}
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* ================= MANUAL ADD ================= */}
|
||||
{/* ── Combos ─────────────────────────────────────────── */}
|
||||
<div className="space-y-8 pointer-events-auto">
|
||||
<DirectComboButtons onDirectCombo={handleAddCombo} />
|
||||
<RegularComboButtons onRegularCombo={handleAddCombo} />
|
||||
</div>
|
||||
|
||||
{/* ── Manual Add ─────────────────────────────────────── */}
|
||||
<div className="mt-8 border rounded-lg p-4 bg-muted/20 space-y-3">
|
||||
<div className="font-medium text-sm">Add Manual Procedure</div>
|
||||
|
||||
<div className="grid grid-cols-1 md:grid-cols-5 gap-3">
|
||||
<div>
|
||||
<Label>Code</Label>
|
||||
<Input
|
||||
value={manualCode}
|
||||
onChange={(e) => setManualCode(e.target.value)}
|
||||
placeholder="D0120"
|
||||
/>
|
||||
<Input value={manualCode} onChange={(e) => setManualCode(e.target.value)} placeholder="D0120" />
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label>Label</Label>
|
||||
<Input
|
||||
value={manualLabel}
|
||||
onChange={(e) => setManualLabel(e.target.value)}
|
||||
placeholder="Exam"
|
||||
/>
|
||||
<Input value={manualLabel} onChange={(e) => setManualLabel(e.target.value)} placeholder="Exam" />
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label>Fee</Label>
|
||||
<Input
|
||||
value={manualFee}
|
||||
onChange={(e) => setManualFee(e.target.value)}
|
||||
placeholder="100"
|
||||
type="number"
|
||||
/>
|
||||
<Input value={manualFee} onChange={(e) => setManualFee(e.target.value)} placeholder="100" type="number" />
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label>Tooth</Label>
|
||||
<Input
|
||||
value={manualTooth}
|
||||
onChange={(e) => setManualTooth(e.target.value)}
|
||||
placeholder="14"
|
||||
/>
|
||||
<Input value={manualTooth} onChange={(e) => setManualTooth(e.target.value)} placeholder="14" />
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<Label>Surface</Label>
|
||||
<Input
|
||||
value={manualSurface}
|
||||
onChange={(e) => setManualSurface(e.target.value)}
|
||||
placeholder="MO"
|
||||
/>
|
||||
<Input value={manualSurface} onChange={(e) => setManualSurface(e.target.value)} placeholder="MO" />
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="flex justify-end">
|
||||
<Button
|
||||
size="sm"
|
||||
onClick={() => addManualMutation.mutate()}
|
||||
disabled={!manualCode || addManualMutation.isPending}
|
||||
>
|
||||
<Button size="sm" onClick={() => addManualMutation.mutate()} disabled={!manualCode || addManualMutation.isPending}>
|
||||
<Plus className="h-4 w-4 mr-1" />
|
||||
Add Procedure
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* ================= LIST ================= */}
|
||||
{/* ── Procedures List ─────────────────────────────────── */}
|
||||
<div className="mt-8 space-y-2">
|
||||
<div className="flex items-center justify-between">
|
||||
<div className="text-sm font-semibold">Selected Procedures</div>
|
||||
|
||||
<Button
|
||||
variant="destructive"
|
||||
size="sm"
|
||||
disabled={!procedures.length}
|
||||
onClick={() => setClearAllOpen(true)}
|
||||
>
|
||||
<div className="text-sm font-semibold">Saved Procedures ({procedures.length})</div>
|
||||
<Button variant="destructive" size="sm" disabled={!procedures.length} onClick={() => setClearAllOpen(true)}>
|
||||
Clear All
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
<div className="border rounded-lg divide-y bg-white">
|
||||
{/* ===== TABLE HEADER ===== */}
|
||||
<div className="grid grid-cols-[90px_1fr_90px_80px_80px_72px_72px] gap-2 px-3 py-2 text-xs font-semibold text-muted-foreground bg-muted/40">
|
||||
<div>Code</div>
|
||||
<div>Label</div>
|
||||
<div>Fee</div>
|
||||
<div>Tooth</div>
|
||||
<div>Surface</div>
|
||||
<div className="text-center">Edit</div>
|
||||
<div className="text-center">Delete</div>
|
||||
<div>Code</div><div>Label</div><div>Fee</div><div>Tooth</div><div>Surface</div>
|
||||
<div className="text-center">Edit</div><div className="text-center">Delete</div>
|
||||
</div>
|
||||
|
||||
{isLoading && (
|
||||
<div className="p-4 text-sm text-muted-foreground">
|
||||
Loading...
|
||||
</div>
|
||||
)}
|
||||
|
||||
{isLoading && <div className="p-4 text-sm text-muted-foreground">Loading...</div>}
|
||||
{!isLoading && procedures.length === 0 && (
|
||||
<div className="p-4 text-sm text-muted-foreground">
|
||||
No procedures added
|
||||
</div>
|
||||
<div className="p-4 text-sm text-muted-foreground">No procedures added yet</div>
|
||||
)}
|
||||
|
||||
{procedures.map((p) => (
|
||||
<div
|
||||
key={p.id}
|
||||
className="grid grid-cols-[90px_1fr_90px_80px_80px_72px_72px] gap-2 px-3 py-3 text-sm hover:bg-muted/40 transition"
|
||||
>
|
||||
<div key={p.id} className="grid grid-cols-[90px_1fr_90px_80px_80px_72px_72px] gap-2 px-3 py-3 text-sm hover:bg-muted/40 transition">
|
||||
{editingId === p.id ? (
|
||||
<>
|
||||
<Input
|
||||
className="w-[90px]"
|
||||
value={editRow.procedureCode ?? ""}
|
||||
onChange={(e) =>
|
||||
setEditRow({
|
||||
...editRow,
|
||||
procedureCode: e.target.value,
|
||||
})
|
||||
}
|
||||
/>
|
||||
<Input
|
||||
className="flex-1"
|
||||
value={editRow.procedureLabel ?? ""}
|
||||
onChange={(e) =>
|
||||
setEditRow({
|
||||
...editRow,
|
||||
procedureLabel: e.target.value,
|
||||
})
|
||||
}
|
||||
/>
|
||||
<Input
|
||||
className="w-[90px]"
|
||||
value={
|
||||
editRow.fee !== undefined && editRow.fee !== null
|
||||
? String(editRow.fee)
|
||||
: ""
|
||||
}
|
||||
onChange={(e) =>
|
||||
setEditRow({ ...editRow, fee: Number(e.target.value) })
|
||||
}
|
||||
/>
|
||||
|
||||
<Input
|
||||
className="w-[80px]"
|
||||
value={editRow.toothNumber ?? ""}
|
||||
onChange={(e) =>
|
||||
setEditRow({
|
||||
...editRow,
|
||||
toothNumber: e.target.value,
|
||||
})
|
||||
}
|
||||
/>
|
||||
<Input
|
||||
className="w-[80px]"
|
||||
value={editRow.toothSurface ?? ""}
|
||||
onChange={(e) =>
|
||||
setEditRow({
|
||||
...editRow,
|
||||
toothSurface: e.target.value,
|
||||
})
|
||||
}
|
||||
/>
|
||||
<Input className="w-[90px]" value={editRow.procedureCode ?? ""} onChange={(e) => setEditRow({ ...editRow, procedureCode: e.target.value })} />
|
||||
<Input className="flex-1" value={editRow.procedureLabel ?? ""} onChange={(e) => setEditRow({ ...editRow, procedureLabel: e.target.value })} />
|
||||
<Input className="w-[90px]" value={editRow.fee !== undefined && editRow.fee !== null ? String(editRow.fee) : ""} onChange={(e) => setEditRow({ ...editRow, fee: Number(e.target.value) })} />
|
||||
<Input className="w-[80px]" value={editRow.toothNumber ?? ""} onChange={(e) => setEditRow({ ...editRow, toothNumber: e.target.value })} />
|
||||
<Input className="w-[80px]" value={editRow.toothSurface ?? ""} onChange={(e) => setEditRow({ ...editRow, toothSurface: e.target.value })} />
|
||||
<div className="flex justify-center">
|
||||
<Button
|
||||
size="icon"
|
||||
variant="ghost"
|
||||
onClick={() => updateMutation.mutate()}
|
||||
>
|
||||
<Save className="h-4 w-4" />
|
||||
</Button>
|
||||
<Button size="icon" variant="ghost" onClick={() => updateMutation.mutate()}><Save className="h-4 w-4" /></Button>
|
||||
</div>
|
||||
|
||||
<div className="flex justify-center">
|
||||
<Button size="icon" variant="ghost" onClick={cancelEdit}>
|
||||
<X className="h-4 w-4" />
|
||||
</Button>
|
||||
<Button size="icon" variant="ghost" onClick={cancelEdit}><X className="h-4 w-4" /></Button>
|
||||
</div>
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<div className="w-[90px] font-medium">
|
||||
{p.procedureCode}
|
||||
</div>
|
||||
<div className="flex-1 text-muted-foreground">
|
||||
{p.procedureLabel}
|
||||
</div>
|
||||
<div className="w-[90px]">
|
||||
{p.fee !== null && p.fee !== undefined
|
||||
? String(p.fee)
|
||||
: ""}
|
||||
</div>
|
||||
|
||||
<div className="w-[90px] font-medium">{p.procedureCode}</div>
|
||||
<div className="flex-1 text-muted-foreground">{p.procedureLabel}</div>
|
||||
<div className="w-[90px]">{p.fee !== null && p.fee !== undefined ? String(p.fee) : ""}</div>
|
||||
<div className="w-[80px]">{p.toothNumber}</div>
|
||||
<div className="w-[80px]">{p.toothSurface}</div>
|
||||
|
||||
<div className="flex justify-center">
|
||||
<Button
|
||||
size="icon"
|
||||
variant="ghost"
|
||||
onClick={() => startEdit(p)}
|
||||
>
|
||||
Edit
|
||||
</Button>
|
||||
<Button size="icon" variant="ghost" onClick={() => startEdit(p)}>Edit</Button>
|
||||
</div>
|
||||
|
||||
<div className="flex justify-center">
|
||||
<Button
|
||||
size="icon"
|
||||
variant="ghost"
|
||||
onClick={() => deleteMutation.mutate(p.id!)}
|
||||
>
|
||||
<Button size="icon" variant="ghost" onClick={() => deleteMutation.mutate(p.id!)}>
|
||||
<Trash2 className="h-4 w-4 text-red-500" />
|
||||
</Button>
|
||||
</div>
|
||||
@@ -530,7 +408,7 @@ export function AppointmentProceduresDialog({
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* ================= FOOTER ================= */}
|
||||
{/* ── Footer ─────────────────────────────────────────── */}
|
||||
<div className="flex justify-between items-center gap-2 mt-8 pt-4 border-t">
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
@@ -540,7 +418,6 @@ export function AppointmentProceduresDialog({
|
||||
>
|
||||
Direct Claim
|
||||
</Button>
|
||||
|
||||
<Button
|
||||
variant="outline"
|
||||
className="border-blue-500 text-blue-600 hover:bg-blue-50"
|
||||
@@ -550,10 +427,7 @@ export function AppointmentProceduresDialog({
|
||||
Manual Claim
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
<Button variant="outline" onClick={() => onOpenChange(false)}>
|
||||
Close
|
||||
</Button>
|
||||
<Button variant="outline" onClick={() => onOpenChange(false)}>Close</Button>
|
||||
</div>
|
||||
</DialogContent>
|
||||
|
||||
@@ -561,10 +435,7 @@ export function AppointmentProceduresDialog({
|
||||
isOpen={clearAllOpen}
|
||||
entityName="all procedures for this appointment"
|
||||
onCancel={() => setClearAllOpen(false)}
|
||||
onConfirm={() => {
|
||||
setClearAllOpen(false);
|
||||
clearAllMutation.mutate();
|
||||
}}
|
||||
onConfirm={() => { setClearAllOpen(false); clearAllMutation.mutate(); }}
|
||||
/>
|
||||
</Dialog>
|
||||
);
|
||||
|
||||
@@ -59,11 +59,14 @@ import {
|
||||
DirectComboButtons,
|
||||
RegularComboButtons,
|
||||
} from "@/components/procedure/procedure-combo-buttons";
|
||||
import { Switch } from "@/components/ui/switch";
|
||||
|
||||
interface ClaimFormProps {
|
||||
patientId: number;
|
||||
appointmentId?: number;
|
||||
autoSubmit?: boolean;
|
||||
/** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
|
||||
proceduresOnly?: boolean;
|
||||
onSubmit: (data: ClaimFormData) => Promise<Claim>;
|
||||
onHandleAppointmentSubmit: (
|
||||
appointmentData: InsertAppointment | UpdateAppointment,
|
||||
@@ -78,6 +81,7 @@ export function ClaimForm({
|
||||
patientId,
|
||||
appointmentId,
|
||||
autoSubmit,
|
||||
proceduresOnly = false,
|
||||
onHandleAppointmentSubmit,
|
||||
onHandleUpdatePatient,
|
||||
onHandleForMHSeleniumClaim,
|
||||
@@ -90,8 +94,16 @@ export function ClaimForm({
|
||||
|
||||
const [prefillDone, setPrefillDone] = useState(false);
|
||||
const autoSubmittedRef = useRef(false);
|
||||
// When an existing claim is loaded for the appointment, store its ID so
|
||||
// the form submits an update instead of creating a new claim.
|
||||
const [existingClaimId, setExistingClaimId] = useState<number | null>(null);
|
||||
|
||||
const [directSubmitEnabled, setDirectSubmitEnabled] = useState(false);
|
||||
const [patient, setPatient] = useState<Patient | null>(null);
|
||||
// staffId from the appointment column — used for claim creation, not shown in UI
|
||||
const [appointmentStaffId, setAppointmentStaffId] = useState<number | null>(null);
|
||||
// npiProviderId loaded from AppointmentProcedure (2b) — restored to form when npiProviders load
|
||||
const [savedProcNpiId, setSavedProcNpiId] = useState<number | null>(null);
|
||||
|
||||
// Query patient based on given patient id
|
||||
const {
|
||||
@@ -211,6 +223,12 @@ export function ClaimForm({
|
||||
}
|
||||
|
||||
const appointment = await res.json();
|
||||
|
||||
// Capture the column staffId from the appointment
|
||||
if (!cancelled && appointment?.staffId) {
|
||||
setAppointmentStaffId(Number(appointment.staffId));
|
||||
}
|
||||
|
||||
// appointment.date is expected to be either "YYYY-MM-DD" or an ISO string.
|
||||
const rawDate = appointment?.date ?? appointment?.day ?? "";
|
||||
if (!rawDate) return;
|
||||
@@ -256,9 +274,104 @@ export function ClaimForm({
|
||||
|
||||
//
|
||||
|
||||
// 2. effect - prefill proceduresCodes (if exists for appointment) into serviceLines
|
||||
// 2a. Load existing saved claim for this appointment (if any).
|
||||
// Skipped in proceduresOnly mode — that mode always reads from AppointmentProcedure.
|
||||
useEffect(() => {
|
||||
if (!appointmentId) return;
|
||||
if (proceduresOnly) return;
|
||||
let cancelled = false;
|
||||
|
||||
(async () => {
|
||||
try {
|
||||
const res = await apiRequest(
|
||||
"GET",
|
||||
`/api/claims/by-appointment/${appointmentId}`,
|
||||
);
|
||||
if (!res.ok) return; // 404 = no existing claim, that's fine
|
||||
|
||||
const claim = await res.json();
|
||||
if (cancelled || !claim?.id) return;
|
||||
|
||||
setExistingClaimId(claim.id);
|
||||
|
||||
// Restore service date
|
||||
const rawDate = claim.serviceDate ?? "";
|
||||
const claimDate = rawDate
|
||||
? String(rawDate).split("T")[0] ?? ""
|
||||
: "";
|
||||
if (claimDate) {
|
||||
try {
|
||||
setServiceDateValue(parseLocalDate(claimDate));
|
||||
setServiceDate(claimDate);
|
||||
} catch {}
|
||||
}
|
||||
|
||||
// Restore service lines
|
||||
const mappedLines = (claim.serviceLines ?? []).map((sl: any) => ({
|
||||
procedureCode: sl.procedureCode ?? "",
|
||||
procedureDate: sl.procedureDate
|
||||
? String(sl.procedureDate).split("T")[0]
|
||||
: claimDate,
|
||||
quad: sl.quad ?? "",
|
||||
arch: sl.arch ?? "",
|
||||
toothNumber: sl.toothNumber ?? "",
|
||||
toothSurface: sl.toothSurface ?? "",
|
||||
totalBilled: new Decimal(Number(sl.totalBilled ?? 0)),
|
||||
totalAdjusted: new Decimal(Number(sl.totalAdjusted ?? 0)),
|
||||
totalPaid: new Decimal(Number(sl.totalPaid ?? 0)),
|
||||
}));
|
||||
|
||||
setForm((prev) => ({
|
||||
...prev,
|
||||
claimId: claim.id,
|
||||
serviceDate: claimDate || prev.serviceDate,
|
||||
serviceLines: mappedLines.length > 0 ? mappedLines : prev.serviceLines,
|
||||
remarks: claim.remarks ?? "",
|
||||
missingTeethStatus: (claim.missingTeethStatus as MissingTeethStatus) ?? "No_missing",
|
||||
missingTeeth: (claim.missingTeeth as Record<string, "X" | "O">) ?? {},
|
||||
insuranceProvider: claim.insuranceProvider ?? "",
|
||||
...(claim.staffId ? { staffId: claim.staffId } : {}),
|
||||
claimFiles: claim.claimFiles ?? [],
|
||||
}));
|
||||
|
||||
// Restore staff selection
|
||||
if (claim.staffId && staffMembersRaw.length > 0) {
|
||||
const matchedStaff = staffMembersRaw.find(
|
||||
(s) => Number(s.id) === Number(claim.staffId),
|
||||
);
|
||||
if (matchedStaff) setStaff(matchedStaff);
|
||||
}
|
||||
|
||||
// Restore NPI provider selection
|
||||
if ((claim as any).npiProviderId && npiProviders.length > 0) {
|
||||
const matchedNpi = npiProviders.find(
|
||||
(p) => Number(p.id) === Number((claim as any).npiProviderId),
|
||||
);
|
||||
if (matchedNpi) {
|
||||
setForm((prev) => ({
|
||||
...prev,
|
||||
npiProvider: {
|
||||
npiNumber: matchedNpi.npiNumber,
|
||||
providerName: matchedNpi.providerName,
|
||||
},
|
||||
}));
|
||||
}
|
||||
}
|
||||
|
||||
setPrefillDone(true);
|
||||
} catch (err) {
|
||||
// no existing claim — silently continue
|
||||
}
|
||||
})();
|
||||
|
||||
return () => { cancelled = true; };
|
||||
}, [appointmentId]);
|
||||
|
||||
// 2b. Prefill procedures from AppointmentProcedure records.
|
||||
// Skipped when an existing claim was already loaded above.
|
||||
useEffect(() => {
|
||||
if (!appointmentId) return;
|
||||
if (existingClaimId) return; // existing claim takes priority
|
||||
|
||||
let cancelled = false;
|
||||
|
||||
@@ -291,6 +404,20 @@ export function ClaimForm({
|
||||
serviceLines: mappedLines,
|
||||
}));
|
||||
|
||||
// Restore NPI provider from saved procedures
|
||||
if (data.npiProviderId) {
|
||||
const npiId = Number(data.npiProviderId);
|
||||
setSavedProcNpiId(npiId);
|
||||
// Apply immediately if providers are already loaded
|
||||
const matched = npiProviders.find((p) => p.id === npiId);
|
||||
if (matched) {
|
||||
setForm((prev) => ({
|
||||
...prev,
|
||||
npiProvider: { npiNumber: matched.npiNumber, providerName: matched.providerName },
|
||||
}));
|
||||
}
|
||||
}
|
||||
|
||||
setPrefillDone(true);
|
||||
} catch (err) {
|
||||
console.error("Failed to prefill procedures:", err);
|
||||
@@ -300,7 +427,20 @@ export function ClaimForm({
|
||||
return () => {
|
||||
cancelled = true;
|
||||
};
|
||||
}, [appointmentId, serviceDate]);
|
||||
}, [appointmentId, serviceDate, existingClaimId]);
|
||||
|
||||
// Restore NPI provider from saved procedures when npiProviders list loads after 2b
|
||||
useEffect(() => {
|
||||
if (!savedProcNpiId || !npiProviders.length) return;
|
||||
if (form.npiProvider?.npiNumber) return; // already set
|
||||
const matched = npiProviders.find((p) => p.id === savedProcNpiId);
|
||||
if (matched) {
|
||||
setForm((prev) => ({
|
||||
...prev,
|
||||
npiProvider: { npiNumber: matched.npiNumber, providerName: matched.providerName },
|
||||
}));
|
||||
}
|
||||
}, [savedProcNpiId, npiProviders]);
|
||||
|
||||
// Update service date when calendar date changes
|
||||
const onServiceDateChange = (date: Date | undefined) => {
|
||||
@@ -421,7 +561,7 @@ export function ClaimForm({
|
||||
patientId: patientId || 0,
|
||||
appointmentId: 0,
|
||||
userId: Number(user?.id),
|
||||
staffId: Number(staff?.id),
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
patientName: `${patient?.firstName} ${patient?.lastName}`.trim(),
|
||||
memberId: patient?.insuranceId ?? "",
|
||||
dateOfBirth: normalizeToIsoDateString(patient?.dateOfBirth),
|
||||
@@ -602,7 +742,7 @@ export function ClaimForm({
|
||||
const appointmentData = {
|
||||
patientId: patientId,
|
||||
date: serviceDate,
|
||||
staffId: staff?.id,
|
||||
staffId: appointmentStaffId ?? staff?.id,
|
||||
};
|
||||
const created = await onHandleAppointmentSubmit(appointmentData);
|
||||
|
||||
@@ -648,7 +788,7 @@ export function ClaimForm({
|
||||
const createdClaim = await onSubmit({
|
||||
...formToCreateClaim,
|
||||
serviceLines: filteredServiceLines,
|
||||
staffId: Number(staff?.id),
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
patientId: patientId,
|
||||
insuranceProvider: "MassHealth",
|
||||
appointmentId: appointmentIdToUse!,
|
||||
@@ -660,7 +800,7 @@ export function ClaimForm({
|
||||
...f,
|
||||
dateOfBirth: toMMDDYYYY(f.dateOfBirth),
|
||||
serviceLines: filteredServiceLines,
|
||||
staffId: Number(staff?.id),
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
npiProvider: f.npiProvider,
|
||||
patientId: patientId,
|
||||
insuranceProvider: "Mass Health",
|
||||
@@ -741,7 +881,7 @@ export function ClaimForm({
|
||||
...f,
|
||||
dateOfBirth: toMMDDYYYY(f.dateOfBirth),
|
||||
serviceLines: filteredServiceLines,
|
||||
staffId: Number(staff?.id),
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
npiProvider: f.npiProvider,
|
||||
patientId: patientId,
|
||||
insuranceProvider: "Mass Health",
|
||||
@@ -791,7 +931,7 @@ export function ClaimForm({
|
||||
const appointmentData = {
|
||||
patientId: patientId,
|
||||
date: serviceDate,
|
||||
staffId: staff?.id,
|
||||
staffId: appointmentStaffId ?? staff?.id,
|
||||
};
|
||||
const created = await onHandleAppointmentSubmit(appointmentData);
|
||||
|
||||
@@ -821,7 +961,7 @@ export function ClaimForm({
|
||||
|
||||
// 3. Create Claim(if not)
|
||||
// Filter out empty service lines (empty procedureCode)
|
||||
const { uploadedFiles, insuranceSiteKey, ...formToCreateClaim } = form;
|
||||
const { uploadedFiles, insuranceSiteKey, npiProvider: _npi, ...formToCreateClaim } = form;
|
||||
|
||||
// build claimFiles metadata from uploadedFiles (only filename + mimeType)
|
||||
const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
|
||||
@@ -832,7 +972,7 @@ export function ClaimForm({
|
||||
const createdClaim = await onSubmit({
|
||||
...formToCreateClaim,
|
||||
serviceLines: filteredServiceLines,
|
||||
staffId: Number(staff?.id),
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
patientId: patientId,
|
||||
insuranceProvider: "MassHealth",
|
||||
appointmentId: appointmentIdToUse!,
|
||||
@@ -843,6 +983,137 @@ export function ClaimForm({
|
||||
onClose();
|
||||
};
|
||||
|
||||
const uploadAttachmentsToLocalFolder = async (files: File[]): Promise<ClaimFileMeta[]> => {
|
||||
if (!files.length) return [];
|
||||
|
||||
const patientName = patient?.firstName && patient?.lastName
|
||||
? `${patient.firstName} ${patient.lastName}`
|
||||
: patient?.firstName ?? `patient-${patientId}`;
|
||||
|
||||
const formData = new FormData();
|
||||
formData.append("patientName", patientName);
|
||||
files.forEach((f) => formData.append("files", f));
|
||||
|
||||
const res = await apiRequest("POST", "/api/claims/upload-attachments", formData);
|
||||
const data = await res.json();
|
||||
return (data.data ?? []) as ClaimFileMeta[];
|
||||
};
|
||||
|
||||
const handleSave = async () => {
|
||||
const filteredServiceLines = form.serviceLines.filter(
|
||||
(line) => (line.procedureCode ?? "").trim() !== "",
|
||||
);
|
||||
|
||||
if (filteredServiceLines.length === 0) {
|
||||
toast({
|
||||
title: "No procedure codes",
|
||||
description: "Please add at least one procedure code before saving.",
|
||||
variant: "destructive",
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
const missingFields: string[] = [];
|
||||
if (!form.memberId?.trim()) missingFields.push("Member ID");
|
||||
if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
|
||||
if (missingFields.length > 0) {
|
||||
toast({
|
||||
title: "Missing Required Fields",
|
||||
description: `Please fill out: ${missingFields.join(", ")}`,
|
||||
variant: "destructive",
|
||||
});
|
||||
return;
|
||||
}
|
||||
|
||||
let appointmentIdToUse = appointmentId;
|
||||
|
||||
if (appointmentIdToUse == null) {
|
||||
const appointmentData = {
|
||||
patientId: patientId,
|
||||
date: serviceDate,
|
||||
staffId: appointmentStaffId ?? staff?.id,
|
||||
};
|
||||
const created = await onHandleAppointmentSubmit(appointmentData);
|
||||
if (typeof created === "number" && created > 0) {
|
||||
appointmentIdToUse = created;
|
||||
} else if (created && typeof (created as any).id === "number") {
|
||||
appointmentIdToUse = (created as any).id;
|
||||
}
|
||||
}
|
||||
|
||||
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToSave } = form;
|
||||
|
||||
const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
|
||||
? await uploadAttachmentsToLocalFolder(uploadedFiles)
|
||||
: [];
|
||||
|
||||
// Find the npiProviderId matching the currently selected NPI provider
|
||||
const selectedNpiProviderId = npiProvider?.npiNumber
|
||||
? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
|
||||
: null;
|
||||
|
||||
try {
|
||||
await onSubmit({
|
||||
...formToSave,
|
||||
serviceLines: filteredServiceLines,
|
||||
staffId: appointmentStaffId ?? Number(staff?.id),
|
||||
patientId: patientId,
|
||||
insuranceProvider: "MassHealth",
|
||||
appointmentId: appointmentIdToUse!,
|
||||
claimFiles: claimFilesMeta,
|
||||
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
|
||||
isDraft: true,
|
||||
});
|
||||
toast({ title: "Saved", description: "Claim saved successfully." });
|
||||
} catch (err: any) {
|
||||
toast({
|
||||
title: "Save failed",
|
||||
description: err?.message ?? "Failed to save claim.",
|
||||
variant: "destructive",
|
||||
});
|
||||
}
|
||||
};
|
||||
|
||||
// Saves CDT codes + NPI provider to AppointmentProcedure (proceduresOnly mode)
|
||||
const handleProceduresSave = async () => {
|
||||
if (!appointmentId || !patientId) {
|
||||
toast({ title: "Missing appointment", description: "Cannot save without an appointment.", variant: "destructive" });
|
||||
return;
|
||||
}
|
||||
|
||||
const filteredServiceLines = form.serviceLines.filter(
|
||||
(line) => (line.procedureCode ?? "").trim() !== "",
|
||||
);
|
||||
if (filteredServiceLines.length === 0) {
|
||||
toast({ title: "No procedure codes", description: "Please add at least one procedure code.", variant: "destructive" });
|
||||
return;
|
||||
}
|
||||
|
||||
const selectedNpiProviderId = form.npiProvider?.npiNumber
|
||||
? (npiProviders.find((p) => p.npiNumber === form.npiProvider!.npiNumber)?.id ?? null)
|
||||
: null;
|
||||
|
||||
try {
|
||||
const res = await apiRequest("POST", "/api/appointment-procedures/save-for-appointment", {
|
||||
appointmentId,
|
||||
patientId,
|
||||
npiProviderId: selectedNpiProviderId,
|
||||
procedures: filteredServiceLines.map((l) => ({
|
||||
procedureCode: l.procedureCode,
|
||||
fee: Number(l.totalBilled) || null,
|
||||
toothNumber: l.toothNumber || null,
|
||||
toothSurface: l.toothSurface || null,
|
||||
})),
|
||||
});
|
||||
const data = await res.json();
|
||||
if (!data.success) throw new Error("Failed to save procedures");
|
||||
toast({ title: "Procedures saved", description: `${data.count} procedure(s) saved.` });
|
||||
onClose();
|
||||
} catch (err: any) {
|
||||
toast({ title: "Save failed", description: err?.message ?? "Failed to save procedures.", variant: "destructive" });
|
||||
}
|
||||
};
|
||||
|
||||
// for direct combo button.
|
||||
const applyComboAndThenMH = async (
|
||||
comboId: keyof typeof PROCEDURE_COMBOS,
|
||||
@@ -1020,47 +1291,6 @@ export function ClaimForm({
|
||||
/>
|
||||
</PopoverContent>
|
||||
</Popover>
|
||||
{/* Treating doctor */}
|
||||
<Label className="flex items-center ml-2">
|
||||
Treating Doctor
|
||||
</Label>
|
||||
<Select
|
||||
value={staff?.id?.toString() || ""}
|
||||
onValueChange={(id) => {
|
||||
const selected = staffMembersRaw.find(
|
||||
(member) => member.id?.toString() === id,
|
||||
);
|
||||
if (selected) {
|
||||
setStaff(selected);
|
||||
setForm((prev) => ({
|
||||
...prev,
|
||||
staffId: Number(selected.id),
|
||||
}));
|
||||
}
|
||||
}}
|
||||
>
|
||||
<SelectTrigger className="w-36">
|
||||
<SelectValue
|
||||
placeholder={staff ? staff.name : "Select Staff"}
|
||||
/>
|
||||
</SelectTrigger>
|
||||
|
||||
<SelectContent>
|
||||
{staffMembersRaw.map((member) => {
|
||||
if (member.id === undefined) return null;
|
||||
|
||||
return (
|
||||
<SelectItem
|
||||
key={member.id}
|
||||
value={member.id.toString()}
|
||||
>
|
||||
{member.name}
|
||||
</SelectItem>
|
||||
);
|
||||
})}
|
||||
</SelectContent>
|
||||
</Select>
|
||||
|
||||
{/* Rendering Npi Provider */}
|
||||
<Label className="flex items-center ml-2">
|
||||
Rendering Provider
|
||||
@@ -1108,10 +1338,33 @@ export function ClaimForm({
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-3 mb-2">
|
||||
<Switch
|
||||
id="direct-submit-toggle"
|
||||
checked={directSubmitEnabled}
|
||||
onCheckedChange={setDirectSubmitEnabled}
|
||||
/>
|
||||
<Label htmlFor="direct-submit-toggle" className="text-sm cursor-pointer select-none">
|
||||
Direct Submission {directSubmitEnabled ? <span className="text-green-600 font-semibold">ON</span> : <span className="text-muted-foreground">OFF</span>}
|
||||
</Label>
|
||||
</div>
|
||||
<DirectComboButtons
|
||||
onDirectCombo={(comboKey) =>
|
||||
applyComboAndThenMH(comboKey as any)
|
||||
}
|
||||
onDirectCombo={(comboKey) => {
|
||||
if (directSubmitEnabled) {
|
||||
applyComboAndThenMH(comboKey as any);
|
||||
} else {
|
||||
setForm((prev) => {
|
||||
const next = applyComboToForm(
|
||||
prev,
|
||||
comboKey as any,
|
||||
patient?.dateOfBirth ?? "",
|
||||
{ replaceAll: false, lineDate: prev.serviceDate },
|
||||
);
|
||||
setTimeout(() => scrollToLine(0), 0);
|
||||
return next;
|
||||
});
|
||||
}
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
|
||||
@@ -1464,37 +1717,51 @@ export function ClaimForm({
|
||||
{/* Insurance Carriers */}
|
||||
<div className="pt-6">
|
||||
<h3 className="text-xl font-semibold mb-4 text-center">
|
||||
Insurance Carriers
|
||||
{proceduresOnly ? "Save Procedures" : "Insurance Carriers"}
|
||||
</h3>
|
||||
<div className="flex justify-between">
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={() => handleMHSubmit()}
|
||||
>
|
||||
MH
|
||||
</Button>
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={() => handleMHPreAuth()}
|
||||
>
|
||||
MH PreAuth
|
||||
</Button>
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={handleAddService}
|
||||
>
|
||||
Add Service
|
||||
</Button>
|
||||
<Button className="w-32" variant="outline">
|
||||
Delta MA
|
||||
</Button>
|
||||
<Button className="w-32" variant="outline">
|
||||
Others
|
||||
</Button>
|
||||
</div>
|
||||
{proceduresOnly ? (
|
||||
/* ── Select Procedures mode: Save only ── */
|
||||
<div className="flex justify-center">
|
||||
<Button
|
||||
className="w-48"
|
||||
variant="default"
|
||||
onClick={handleProceduresSave}
|
||||
>
|
||||
Save Procedures
|
||||
</Button>
|
||||
</div>
|
||||
) : (
|
||||
/* ── Insurance Claim mode: submit buttons, no Save ── */
|
||||
<div className="flex justify-between">
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={() => handleMHSubmit()}
|
||||
>
|
||||
MH
|
||||
</Button>
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={() => handleMHPreAuth()}
|
||||
>
|
||||
MH PreAuth
|
||||
</Button>
|
||||
<Button
|
||||
className="w-32"
|
||||
variant="secondary"
|
||||
onClick={handleAddService}
|
||||
>
|
||||
Add Service
|
||||
</Button>
|
||||
<Button className="w-32" variant="outline">
|
||||
Delta MA
|
||||
</Button>
|
||||
<Button className="w-32" variant="outline">
|
||||
Others
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
</CardContent>
|
||||
|
||||
@@ -22,6 +22,7 @@ import {
|
||||
Shield,
|
||||
FileCheck,
|
||||
LoaderCircleIcon,
|
||||
Stethoscope,
|
||||
} from "lucide-react";
|
||||
import { useToast } from "@/hooks/use-toast";
|
||||
import { Calendar } from "@/components/ui/calendar";
|
||||
@@ -53,7 +54,6 @@ import {
|
||||
} from "@/redux/slices/seleniumTaskSlice";
|
||||
import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
|
||||
import { PatientStatusBadge } from "@/components/appointments/patient-status-badge";
|
||||
import { AppointmentProceduresDialog } from "@/components/appointment-procedures/appointment-procedures-dialog";
|
||||
|
||||
// Define types for scheduling
|
||||
interface TimeSlot {
|
||||
@@ -94,17 +94,6 @@ export default function AppointmentsPage() {
|
||||
const { toast } = useToast();
|
||||
const { user } = useAuth();
|
||||
const [isAddModalOpen, setIsAddModalOpen] = useState(false);
|
||||
const [proceduresDialogOpen, setProceduresDialogOpen] = useState(false);
|
||||
const [proceduresAppointmentId, setProceduresAppointmentId] = useState<
|
||||
number | null
|
||||
>(null);
|
||||
const [proceduresPatientId, setProceduresPatientId] = useState<number | null>(
|
||||
null
|
||||
);
|
||||
const [proceduresPatient, setProceduresPatient] = useState<Patient | null>(
|
||||
null
|
||||
);
|
||||
|
||||
const [calendarOpen, setCalendarOpen] = useState(false);
|
||||
const [editingAppointment, setEditingAppointment] = useState<
|
||||
Appointment | undefined
|
||||
@@ -119,10 +108,45 @@ export default function AppointmentsPage() {
|
||||
const batchTask = useAppSelector(
|
||||
(state) => state.seleniumTasks.eligibilityBatchCheck
|
||||
);
|
||||
const claimBatchTask = useAppSelector(
|
||||
(state) => state.seleniumTasks.claimBatchCheck
|
||||
);
|
||||
const [isCheckingAllElig, setIsCheckingAllElig] = useState(false);
|
||||
const [processedAppointmentIds, setProcessedAppointmentIds] = useState<
|
||||
Record<number, boolean>
|
||||
>({});
|
||||
const [selectedStaffColumns, setSelectedStaffColumns] = useState<Set<number>>(new Set());
|
||||
|
||||
const toggleStaffColumn = (staffId: number) => {
|
||||
setSelectedStaffColumns((prev) => {
|
||||
const next = new Set(prev);
|
||||
if (next.has(staffId)) next.delete(staffId);
|
||||
else next.add(staffId);
|
||||
return next;
|
||||
});
|
||||
};
|
||||
|
||||
const [selectedClaimColumns, setSelectedClaimColumns] = useState<Set<number>>(new Set());
|
||||
const [isClaimingColumn, setIsClaimingColumn] = useState(false);
|
||||
const [selectedReminderColumns, setSelectedReminderColumns] = useState<Set<number>>(new Set());
|
||||
|
||||
const toggleReminderColumn = (staffId: number) => {
|
||||
setSelectedReminderColumns((prev) => {
|
||||
const next = new Set(prev);
|
||||
if (next.has(staffId)) next.delete(staffId);
|
||||
else next.add(staffId);
|
||||
return next;
|
||||
});
|
||||
};
|
||||
|
||||
const toggleClaimColumn = (staffId: number) => {
|
||||
setSelectedClaimColumns((prev) => {
|
||||
const next = new Set(prev);
|
||||
if (next.has(staffId)) next.delete(staffId);
|
||||
else next.add(staffId);
|
||||
return next;
|
||||
});
|
||||
};
|
||||
|
||||
const [, setLocation] = useLocation();
|
||||
|
||||
@@ -716,6 +740,10 @@ export default function AppointmentsPage() {
|
||||
setLocation(`/claims?appointmentId=${appointmentId}`);
|
||||
};
|
||||
|
||||
const handleSelectProcedures = (appointmentId: number) => {
|
||||
setLocation(`/claims?appointmentId=${appointmentId}&mode=procedures`);
|
||||
};
|
||||
|
||||
const handlePayments = (appointmentId: number) => {
|
||||
setLocation(`/payments?appointmentId=${appointmentId}`);
|
||||
};
|
||||
@@ -742,6 +770,8 @@ export default function AppointmentsPage() {
|
||||
|
||||
const dateParam = formattedSelectedDate; // existing variable in your component
|
||||
|
||||
const staffIdsParam = `&staffIds=${Array.from(selectedStaffColumns).join(",")}`;
|
||||
|
||||
// Start: set redux task status (visible globally)
|
||||
dispatch(
|
||||
setTaskStatus({
|
||||
@@ -757,7 +787,7 @@ export default function AppointmentsPage() {
|
||||
try {
|
||||
const res = await apiRequest(
|
||||
"POST",
|
||||
`/api/insurance-status/appointments/check-all-eligibilities?date=${dateParam}`,
|
||||
`/api/insurance-status/appointments/check-all-eligibilities?date=${dateParam}${staffIdsParam}`,
|
||||
{}
|
||||
);
|
||||
|
||||
@@ -885,31 +915,86 @@ export default function AppointmentsPage() {
|
||||
}
|
||||
};
|
||||
|
||||
const handleOpenProcedures = (appointmentId: number) => {
|
||||
const apt = appointments.find((a) => a.id === appointmentId);
|
||||
if (!apt) {
|
||||
toast({
|
||||
title: "Error",
|
||||
description: "Appointment not found",
|
||||
variant: "destructive",
|
||||
});
|
||||
return;
|
||||
}
|
||||
const handleClaimForColumn = async () => {
|
||||
if (!user || selectedClaimColumns.size === 0) return;
|
||||
|
||||
const patient = patientsFromDay.find((p) => p.id === apt.patientId);
|
||||
if (!patient) {
|
||||
toast({
|
||||
title: "Error",
|
||||
description: "Patient not found for this appointment",
|
||||
variant: "destructive",
|
||||
});
|
||||
return;
|
||||
}
|
||||
const staffIdsParam = Array.from(selectedClaimColumns).join(",");
|
||||
|
||||
setProceduresAppointmentId(Number(apt.id));
|
||||
setProceduresPatientId(apt.patientId);
|
||||
setProceduresPatient(patient);
|
||||
setProceduresDialogOpen(true);
|
||||
dispatch(
|
||||
setTaskStatus({
|
||||
key: "claimBatchCheck",
|
||||
status: "pending",
|
||||
message: `Submitting claims for selected columns on ${formattedSelectedDate}...`,
|
||||
})
|
||||
);
|
||||
setIsClaimingColumn(true);
|
||||
|
||||
try {
|
||||
const res = await apiRequest(
|
||||
"POST",
|
||||
`/api/claims/batch-column?date=${formattedSelectedDate}&staffIds=${staffIdsParam}`,
|
||||
{}
|
||||
);
|
||||
|
||||
let body: any;
|
||||
try { body = await res.json(); } catch { body = null; }
|
||||
|
||||
if (!res.ok) {
|
||||
const errMsg = body?.error ?? `Server error ${res.status}`;
|
||||
dispatch(setTaskStatus({ key: "claimBatchCheck", status: "error", message: `Batch claim failed: ${errMsg}` }));
|
||||
toast({ title: "Batch claim failed", description: errMsg, variant: "destructive" });
|
||||
return;
|
||||
}
|
||||
|
||||
const results: any[] = Array.isArray(body?.results) ? body.results : [];
|
||||
const appointmentMap = new Map<number, Appointment>();
|
||||
for (const a of appointments) {
|
||||
if (a && typeof a.id === "number") appointmentMap.set(a.id, a);
|
||||
}
|
||||
|
||||
let queued = 0, skippedNoProcedures = 0, skippedAlreadyClaimed = 0, errCount = 0;
|
||||
|
||||
for (const r of results) {
|
||||
const aptId = Number(r.appointmentId);
|
||||
const apt = appointmentMap.get(aptId);
|
||||
const patientName = apt
|
||||
? patientsFromDay.find((p) => p.id === apt.patientId)
|
||||
? `${patientsFromDay.find((p) => p.id === apt.patientId)!.firstName ?? ""} ${patientsFromDay.find((p) => p.id === apt.patientId)!.lastName ?? ""}`.trim()
|
||||
: `patient#${apt.patientId}`
|
||||
: `appointment#${aptId}`;
|
||||
|
||||
if (r.skipped && r.error === "Already claimed") {
|
||||
skippedAlreadyClaimed++;
|
||||
} else if (r.skipped) {
|
||||
skippedNoProcedures++;
|
||||
} else if (r.error) {
|
||||
errCount++;
|
||||
toast({ title: `Skipped: ${patientName}`, description: r.error, variant: "destructive" });
|
||||
} else if (r.processed) {
|
||||
queued++;
|
||||
}
|
||||
}
|
||||
|
||||
queryClient.invalidateQueries({ queryKey: qkAppointmentsDay(formattedSelectedDate) });
|
||||
|
||||
dispatch(
|
||||
setTaskStatus({
|
||||
key: "claimBatchCheck",
|
||||
status: errCount > 0 ? "error" : "success",
|
||||
message: `Claims queued: ${queued}, already claimed: ${skippedAlreadyClaimed}, no procedures: ${skippedNoProcedures}, errors: ${errCount}.`,
|
||||
})
|
||||
);
|
||||
toast({
|
||||
title: "Claim batch queued",
|
||||
description: `Queued: ${queued}, already claimed: ${skippedAlreadyClaimed}, no procedures: ${skippedNoProcedures}, errors: ${errCount}.`,
|
||||
variant: errCount > 0 ? "destructive" : "default",
|
||||
});
|
||||
} catch (err: any) {
|
||||
dispatch(setTaskStatus({ key: "claimBatchCheck", status: "error", message: `Batch claim error: ${err?.message ?? String(err)}` }));
|
||||
toast({ title: "Batch claim failed", description: err?.message ?? String(err), variant: "destructive" });
|
||||
} finally {
|
||||
setIsClaimingColumn(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
@@ -920,6 +1005,12 @@ export default function AppointmentsPage() {
|
||||
show={batchTask.show}
|
||||
onClear={() => dispatch(clearTaskStatus("eligibilityBatchCheck"))}
|
||||
/>
|
||||
<SeleniumTaskBanner
|
||||
status={claimBatchTask.status}
|
||||
message={claimBatchTask.message}
|
||||
show={claimBatchTask.show}
|
||||
onClear={() => dispatch(clearTaskStatus("claimBatchCheck"))}
|
||||
/>
|
||||
|
||||
<div className="container mx-auto">
|
||||
<div className="flex justify-between items-center mb-6">
|
||||
@@ -932,7 +1023,7 @@ export default function AppointmentsPage() {
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div className="flex justify-between gap-2">
|
||||
<div className="flex items-center gap-3 flex-wrap">
|
||||
<Button
|
||||
onClick={() => {
|
||||
setEditingAppointment(undefined);
|
||||
@@ -944,30 +1035,105 @@ export default function AppointmentsPage() {
|
||||
New Appointment
|
||||
</Button>
|
||||
|
||||
<Button
|
||||
onClick={() => handleCheckAllEligibilities()}
|
||||
disabled={isLoading || isCheckingAllElig}
|
||||
>
|
||||
{isCheckingAllElig ? (
|
||||
<>
|
||||
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
|
||||
Checking...
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<Shield className="h-4 w-4 mr-2" />
|
||||
Check all eligibilities
|
||||
</>
|
||||
)}
|
||||
</Button>
|
||||
<Button disabled={true}>
|
||||
<Shield className="h-4 w-4 mr-2" />
|
||||
Claim Column A
|
||||
</Button>
|
||||
<Button disabled={true}>
|
||||
<Shield className="h-4 w-4 mr-2" />
|
||||
Claim Column B
|
||||
</Button>
|
||||
{/* Check Eligibility for Column section */}
|
||||
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
|
||||
<Button
|
||||
onClick={() => handleCheckAllEligibilities()}
|
||||
disabled={isLoading || isCheckingAllElig || selectedStaffColumns.size === 0}
|
||||
size="sm"
|
||||
>
|
||||
{isCheckingAllElig ? (
|
||||
<>
|
||||
<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
|
||||
Checking...
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<Shield className="h-4 w-4 mr-1" />
|
||||
Check Eligibility for Column
|
||||
</>
|
||||
)}
|
||||
</Button>
|
||||
{staffMembers.map((staff, index) => (
|
||||
<label
|
||||
key={staff.id}
|
||||
className="flex items-center gap-1 cursor-pointer select-none"
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
className="w-4 h-4 rounded border-gray-400 accent-teal-600"
|
||||
checked={selectedStaffColumns.has(Number(staff.id))}
|
||||
onChange={() => toggleStaffColumn(Number(staff.id))}
|
||||
/>
|
||||
<span className="text-sm font-medium">
|
||||
{String.fromCharCode(65 + index)}
|
||||
</span>
|
||||
</label>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{/* Claim for Column section */}
|
||||
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
|
||||
<Button
|
||||
onClick={() => handleClaimForColumn()}
|
||||
disabled={isLoading || isClaimingColumn || selectedClaimColumns.size === 0}
|
||||
size="sm"
|
||||
>
|
||||
{isClaimingColumn ? (
|
||||
<>
|
||||
<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
|
||||
Submitting...
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<FileCheck className="h-4 w-4 mr-1" />
|
||||
Claim for Column
|
||||
</>
|
||||
)}
|
||||
</Button>
|
||||
{staffMembers.map((staff, index) => (
|
||||
<label
|
||||
key={staff.id}
|
||||
className="flex items-center gap-1 cursor-pointer select-none"
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
className="w-4 h-4 rounded border-gray-400 accent-teal-600"
|
||||
checked={selectedClaimColumns.has(Number(staff.id))}
|
||||
onChange={() => toggleClaimColumn(Number(staff.id))}
|
||||
/>
|
||||
<span className="text-sm font-medium">
|
||||
{String.fromCharCode(65 + index)}
|
||||
</span>
|
||||
</label>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{/* Text Reminder for Column section */}
|
||||
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
|
||||
<Button
|
||||
disabled={true}
|
||||
size="sm"
|
||||
>
|
||||
Text Reminder for Column
|
||||
</Button>
|
||||
{staffMembers.map((staff, index) => (
|
||||
<label
|
||||
key={staff.id}
|
||||
className="flex items-center gap-1 cursor-pointer select-none"
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
className="w-4 h-4 rounded border-gray-400 accent-teal-600"
|
||||
checked={selectedReminderColumns.has(Number(staff.id))}
|
||||
onChange={() => toggleReminderColumn(Number(staff.id))}
|
||||
/>
|
||||
<span className="text-sm font-medium">
|
||||
{String.fromCharCode(65 + index)}
|
||||
</span>
|
||||
</label>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -1009,13 +1175,13 @@ export default function AppointmentsPage() {
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
{/* Check Eligibility */}
|
||||
{/* Select Procedures */}
|
||||
<Item
|
||||
onClick={({ props }) => handleCheckClaimStatus(props.appointmentId)}
|
||||
onClick={({ props }) => handleSelectProcedures(props.appointmentId)}
|
||||
>
|
||||
<span className="flex items-center gap-2">
|
||||
<Shield className="h-4 w-4" />
|
||||
Claim Status
|
||||
<span className="flex items-center gap-2 text-purple-600">
|
||||
<Stethoscope className="h-4 w-4" />
|
||||
Select Procedures
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
@@ -1025,7 +1191,7 @@ export default function AppointmentsPage() {
|
||||
>
|
||||
<span className="flex items-center gap-2">
|
||||
<FileCheck className="h-4 w-4" />
|
||||
Claims / PreAuth
|
||||
Claims/PreAuth
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
@@ -1045,16 +1211,6 @@ export default function AppointmentsPage() {
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
{/* Procedures */}
|
||||
<Item
|
||||
onClick={({ props }) => handleOpenProcedures(props.appointmentId)}
|
||||
>
|
||||
<span className="flex items-center gap-2">
|
||||
<ClipboardList className="h-4 w-4" />
|
||||
Procedures
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
{/* Clinic Notes */}
|
||||
<Item onClick={({ props }) => handleClinicNotes(props.appointmentId)}>
|
||||
<span className="flex items-center gap-2 text-yellow-600">
|
||||
@@ -1062,6 +1218,16 @@ export default function AppointmentsPage() {
|
||||
Clinic Notes
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
{/* Claim Status */}
|
||||
<Item
|
||||
onClick={({ props }) => handleCheckClaimStatus(props.appointmentId)}
|
||||
>
|
||||
<span className="flex items-center gap-2">
|
||||
<Shield className="h-4 w-4" />
|
||||
Claim Status
|
||||
</span>
|
||||
</Item>
|
||||
</Menu>
|
||||
|
||||
{/* Main Content */}
|
||||
@@ -1182,24 +1348,6 @@ export default function AppointmentsPage() {
|
||||
onDelete={handleDeleteAppointment}
|
||||
/>
|
||||
|
||||
{/* Appointment Procedure Dialog */}
|
||||
{proceduresAppointmentId && proceduresPatientId && proceduresPatient && (
|
||||
<AppointmentProceduresDialog
|
||||
open={proceduresDialogOpen}
|
||||
onOpenChange={(open) => {
|
||||
setProceduresDialogOpen(open);
|
||||
if (!open) {
|
||||
setProceduresAppointmentId(null);
|
||||
setProceduresPatientId(null);
|
||||
setProceduresPatient(null);
|
||||
}
|
||||
}}
|
||||
appointmentId={proceduresAppointmentId}
|
||||
patientId={proceduresPatientId}
|
||||
patient={proceduresPatient}
|
||||
/>
|
||||
)}
|
||||
|
||||
<DeleteConfirmationDialog
|
||||
isOpen={confirmDeleteState.open}
|
||||
onConfirm={handleConfirmDelete}
|
||||
|
||||
@@ -321,11 +321,27 @@ export default function ClaimsPage() {
|
||||
}
|
||||
};
|
||||
|
||||
// 3. create claim.
|
||||
const handleClaimSubmit = (claimData: any): Promise<Claim> => {
|
||||
return createClaimMutation.mutateAsync(claimData).then((data) => {
|
||||
// 3. create or update claim (update when claimId is present)
|
||||
const handleClaimSubmit = async (claimData: any): Promise<Claim> => {
|
||||
const { isDraft, claimId, uploadedFiles: _uf, ...cleanData } = claimData;
|
||||
|
||||
if (claimId) {
|
||||
// Update existing saved claim (PUT never creates a Payment)
|
||||
const res = await apiRequest("PUT", `/api/claims/${claimId}`, cleanData);
|
||||
const data = await res.json();
|
||||
if (!res.ok) throw new Error(data?.message || "Failed to update claim");
|
||||
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
|
||||
if (!isDraft) toast({ title: "Claim updated successfully", variant: "default" });
|
||||
return data;
|
||||
});
|
||||
}
|
||||
|
||||
// New claim: draft saves skip Payment creation
|
||||
const url = isDraft ? "/api/claims/?draft=true" : "/api/claims/";
|
||||
const res = await apiRequest("POST", url, cleanData);
|
||||
const data = await res.json();
|
||||
if (!res.ok) throw new Error(data?.message || "Failed to save claim");
|
||||
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
|
||||
return data;
|
||||
};
|
||||
|
||||
// 4. handle selenium sybmiting Mass Health claim
|
||||
@@ -579,6 +595,7 @@ export default function ClaimsPage() {
|
||||
patientId={selectedPatientId}
|
||||
appointmentId={selectedAppointmentId ?? undefined}
|
||||
autoSubmit={mode === "direct"}
|
||||
proceduresOnly={mode === "procedures"}
|
||||
onClose={closeClaim}
|
||||
onSubmit={handleClaimSubmit}
|
||||
onHandleAppointmentSubmit={handleAppointmentSubmit}
|
||||
|
||||
Reference in New Issue
Block a user