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
@@ -22,6 +22,7 @@ import {
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Shield,
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FileCheck,
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LoaderCircleIcon,
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Stethoscope,
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} from "lucide-react";
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import { useToast } from "@/hooks/use-toast";
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import { Calendar } from "@/components/ui/calendar";
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@@ -53,7 +54,6 @@ import {
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} from "@/redux/slices/seleniumTaskSlice";
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import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
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import { PatientStatusBadge } from "@/components/appointments/patient-status-badge";
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import { AppointmentProceduresDialog } from "@/components/appointment-procedures/appointment-procedures-dialog";
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// Define types for scheduling
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interface TimeSlot {
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@@ -94,17 +94,6 @@ export default function AppointmentsPage() {
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const { toast } = useToast();
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const { user } = useAuth();
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const [isAddModalOpen, setIsAddModalOpen] = useState(false);
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const [proceduresDialogOpen, setProceduresDialogOpen] = useState(false);
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const [proceduresAppointmentId, setProceduresAppointmentId] = useState<
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number | null
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>(null);
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const [proceduresPatientId, setProceduresPatientId] = useState<number | null>(
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null
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);
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const [proceduresPatient, setProceduresPatient] = useState<Patient | null>(
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null
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);
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const [calendarOpen, setCalendarOpen] = useState(false);
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const [editingAppointment, setEditingAppointment] = useState<
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Appointment | undefined
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@@ -119,10 +108,45 @@ export default function AppointmentsPage() {
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const batchTask = useAppSelector(
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(state) => state.seleniumTasks.eligibilityBatchCheck
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);
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const claimBatchTask = useAppSelector(
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(state) => state.seleniumTasks.claimBatchCheck
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);
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const [isCheckingAllElig, setIsCheckingAllElig] = useState(false);
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const [processedAppointmentIds, setProcessedAppointmentIds] = useState<
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Record<number, boolean>
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>({});
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const [selectedStaffColumns, setSelectedStaffColumns] = useState<Set<number>>(new Set());
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const toggleStaffColumn = (staffId: number) => {
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setSelectedStaffColumns((prev) => {
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const next = new Set(prev);
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if (next.has(staffId)) next.delete(staffId);
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else next.add(staffId);
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return next;
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});
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};
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const [selectedClaimColumns, setSelectedClaimColumns] = useState<Set<number>>(new Set());
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const [isClaimingColumn, setIsClaimingColumn] = useState(false);
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const [selectedReminderColumns, setSelectedReminderColumns] = useState<Set<number>>(new Set());
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const toggleReminderColumn = (staffId: number) => {
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setSelectedReminderColumns((prev) => {
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const next = new Set(prev);
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if (next.has(staffId)) next.delete(staffId);
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else next.add(staffId);
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return next;
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});
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};
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const toggleClaimColumn = (staffId: number) => {
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setSelectedClaimColumns((prev) => {
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const next = new Set(prev);
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if (next.has(staffId)) next.delete(staffId);
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else next.add(staffId);
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return next;
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});
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};
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const [, setLocation] = useLocation();
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@@ -716,6 +740,10 @@ export default function AppointmentsPage() {
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setLocation(`/claims?appointmentId=${appointmentId}`);
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};
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const handleSelectProcedures = (appointmentId: number) => {
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setLocation(`/claims?appointmentId=${appointmentId}&mode=procedures`);
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};
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const handlePayments = (appointmentId: number) => {
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setLocation(`/payments?appointmentId=${appointmentId}`);
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};
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@@ -742,6 +770,8 @@ export default function AppointmentsPage() {
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const dateParam = formattedSelectedDate; // existing variable in your component
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const staffIdsParam = `&staffIds=${Array.from(selectedStaffColumns).join(",")}`;
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// Start: set redux task status (visible globally)
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dispatch(
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setTaskStatus({
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@@ -757,7 +787,7 @@ export default function AppointmentsPage() {
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try {
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const res = await apiRequest(
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"POST",
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`/api/insurance-status/appointments/check-all-eligibilities?date=${dateParam}`,
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`/api/insurance-status/appointments/check-all-eligibilities?date=${dateParam}${staffIdsParam}`,
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{}
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);
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@@ -885,31 +915,86 @@ export default function AppointmentsPage() {
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}
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};
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const handleOpenProcedures = (appointmentId: number) => {
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const apt = appointments.find((a) => a.id === appointmentId);
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if (!apt) {
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toast({
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title: "Error",
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description: "Appointment not found",
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variant: "destructive",
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});
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return;
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}
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const handleClaimForColumn = async () => {
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if (!user || selectedClaimColumns.size === 0) return;
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const patient = patientsFromDay.find((p) => p.id === apt.patientId);
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if (!patient) {
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toast({
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title: "Error",
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description: "Patient not found for this appointment",
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variant: "destructive",
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});
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return;
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}
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const staffIdsParam = Array.from(selectedClaimColumns).join(",");
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setProceduresAppointmentId(Number(apt.id));
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setProceduresPatientId(apt.patientId);
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setProceduresPatient(patient);
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setProceduresDialogOpen(true);
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dispatch(
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setTaskStatus({
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key: "claimBatchCheck",
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status: "pending",
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message: `Submitting claims for selected columns on ${formattedSelectedDate}...`,
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})
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);
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setIsClaimingColumn(true);
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try {
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const res = await apiRequest(
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"POST",
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`/api/claims/batch-column?date=${formattedSelectedDate}&staffIds=${staffIdsParam}`,
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{}
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);
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let body: any;
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try { body = await res.json(); } catch { body = null; }
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if (!res.ok) {
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const errMsg = body?.error ?? `Server error ${res.status}`;
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dispatch(setTaskStatus({ key: "claimBatchCheck", status: "error", message: `Batch claim failed: ${errMsg}` }));
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toast({ title: "Batch claim failed", description: errMsg, variant: "destructive" });
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return;
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}
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const results: any[] = Array.isArray(body?.results) ? body.results : [];
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const appointmentMap = new Map<number, Appointment>();
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for (const a of appointments) {
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if (a && typeof a.id === "number") appointmentMap.set(a.id, a);
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}
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let queued = 0, skippedNoProcedures = 0, skippedAlreadyClaimed = 0, errCount = 0;
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for (const r of results) {
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const aptId = Number(r.appointmentId);
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const apt = appointmentMap.get(aptId);
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const patientName = apt
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? patientsFromDay.find((p) => p.id === apt.patientId)
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? `${patientsFromDay.find((p) => p.id === apt.patientId)!.firstName ?? ""} ${patientsFromDay.find((p) => p.id === apt.patientId)!.lastName ?? ""}`.trim()
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: `patient#${apt.patientId}`
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: `appointment#${aptId}`;
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if (r.skipped && r.error === "Already claimed") {
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skippedAlreadyClaimed++;
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} else if (r.skipped) {
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skippedNoProcedures++;
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} else if (r.error) {
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errCount++;
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toast({ title: `Skipped: ${patientName}`, description: r.error, variant: "destructive" });
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} else if (r.processed) {
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queued++;
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}
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}
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queryClient.invalidateQueries({ queryKey: qkAppointmentsDay(formattedSelectedDate) });
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dispatch(
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setTaskStatus({
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key: "claimBatchCheck",
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status: errCount > 0 ? "error" : "success",
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message: `Claims queued: ${queued}, already claimed: ${skippedAlreadyClaimed}, no procedures: ${skippedNoProcedures}, errors: ${errCount}.`,
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})
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);
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toast({
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title: "Claim batch queued",
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description: `Queued: ${queued}, already claimed: ${skippedAlreadyClaimed}, no procedures: ${skippedNoProcedures}, errors: ${errCount}.`,
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variant: errCount > 0 ? "destructive" : "default",
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});
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} catch (err: any) {
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dispatch(setTaskStatus({ key: "claimBatchCheck", status: "error", message: `Batch claim error: ${err?.message ?? String(err)}` }));
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toast({ title: "Batch claim failed", description: err?.message ?? String(err), variant: "destructive" });
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} finally {
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setIsClaimingColumn(false);
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}
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};
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return (
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@@ -920,6 +1005,12 @@ export default function AppointmentsPage() {
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show={batchTask.show}
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onClear={() => dispatch(clearTaskStatus("eligibilityBatchCheck"))}
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/>
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<SeleniumTaskBanner
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status={claimBatchTask.status}
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message={claimBatchTask.message}
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show={claimBatchTask.show}
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onClear={() => dispatch(clearTaskStatus("claimBatchCheck"))}
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/>
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<div className="container mx-auto">
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<div className="flex justify-between items-center mb-6">
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@@ -932,7 +1023,7 @@ export default function AppointmentsPage() {
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</p>
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</div>
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<div className="flex justify-between gap-2">
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<div className="flex items-center gap-3 flex-wrap">
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<Button
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onClick={() => {
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setEditingAppointment(undefined);
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@@ -944,30 +1035,105 @@ export default function AppointmentsPage() {
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New Appointment
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</Button>
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<Button
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onClick={() => handleCheckAllEligibilities()}
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disabled={isLoading || isCheckingAllElig}
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>
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{isCheckingAllElig ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
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Checking...
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</>
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) : (
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<>
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<Shield className="h-4 w-4 mr-2" />
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Check all eligibilities
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</>
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)}
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</Button>
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<Button disabled={true}>
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<Shield className="h-4 w-4 mr-2" />
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Claim Column A
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</Button>
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<Button disabled={true}>
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<Shield className="h-4 w-4 mr-2" />
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Claim Column B
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</Button>
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{/* Check Eligibility for Column section */}
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<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
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<Button
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onClick={() => handleCheckAllEligibilities()}
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disabled={isLoading || isCheckingAllElig || selectedStaffColumns.size === 0}
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size="sm"
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>
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{isCheckingAllElig ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
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Checking...
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</>
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) : (
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<>
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<Shield className="h-4 w-4 mr-1" />
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Check Eligibility for Column
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</>
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)}
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</Button>
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{staffMembers.map((staff, index) => (
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<label
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key={staff.id}
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className="flex items-center gap-1 cursor-pointer select-none"
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>
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<input
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type="checkbox"
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className="w-4 h-4 rounded border-gray-400 accent-teal-600"
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checked={selectedStaffColumns.has(Number(staff.id))}
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onChange={() => toggleStaffColumn(Number(staff.id))}
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/>
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<span className="text-sm font-medium">
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{String.fromCharCode(65 + index)}
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</span>
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</label>
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))}
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</div>
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{/* Claim for Column section */}
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<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
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<Button
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onClick={() => handleClaimForColumn()}
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disabled={isLoading || isClaimingColumn || selectedClaimColumns.size === 0}
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size="sm"
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>
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{isClaimingColumn ? (
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<>
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<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
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Submitting...
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</>
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) : (
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<>
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<FileCheck className="h-4 w-4 mr-1" />
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Claim for Column
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</>
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)}
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</Button>
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{staffMembers.map((staff, index) => (
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<label
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key={staff.id}
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className="flex items-center gap-1 cursor-pointer select-none"
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>
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<input
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type="checkbox"
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className="w-4 h-4 rounded border-gray-400 accent-teal-600"
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checked={selectedClaimColumns.has(Number(staff.id))}
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onChange={() => toggleClaimColumn(Number(staff.id))}
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/>
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<span className="text-sm font-medium">
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{String.fromCharCode(65 + index)}
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</span>
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</label>
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))}
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</div>
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{/* Text Reminder for Column section */}
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<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
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<Button
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disabled={true}
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size="sm"
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>
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Text Reminder for Column
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</Button>
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{staffMembers.map((staff, index) => (
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<label
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key={staff.id}
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className="flex items-center gap-1 cursor-pointer select-none"
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>
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<input
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type="checkbox"
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className="w-4 h-4 rounded border-gray-400 accent-teal-600"
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checked={selectedReminderColumns.has(Number(staff.id))}
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onChange={() => toggleReminderColumn(Number(staff.id))}
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/>
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<span className="text-sm font-medium">
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{String.fromCharCode(65 + index)}
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</span>
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</label>
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))}
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</div>
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</div>
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</div>
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@@ -1009,13 +1175,13 @@ export default function AppointmentsPage() {
|
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</span>
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</Item>
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{/* Check Eligibility */}
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{/* Select Procedures */}
|
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<Item
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onClick={({ props }) => handleCheckClaimStatus(props.appointmentId)}
|
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onClick={({ props }) => handleSelectProcedures(props.appointmentId)}
|
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>
|
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<span className="flex items-center gap-2">
|
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<Shield className="h-4 w-4" />
|
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Claim Status
|
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<span className="flex items-center gap-2 text-purple-600">
|
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<Stethoscope className="h-4 w-4" />
|
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Select Procedures
|
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</span>
|
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</Item>
|
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|
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@@ -1025,7 +1191,7 @@ export default function AppointmentsPage() {
|
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>
|
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<span className="flex items-center gap-2">
|
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<FileCheck className="h-4 w-4" />
|
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Claims / PreAuth
|
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Claims/PreAuth
|
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</span>
|
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</Item>
|
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|
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@@ -1045,16 +1211,6 @@ export default function AppointmentsPage() {
|
||||
</span>
|
||||
</Item>
|
||||
|
||||
{/* Procedures */}
|
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<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