feat: auto-trigger eligibility selenium from schedule right-click menu

- Remove "Claim Status" from appointment context menu
- Rename "Eligibility Status" → "Check Eligibility"
- Check Eligibility now navigates to insurance-status page and auto-starts
  the correct selenium flow based on the patient's stored insurance provider:
  MassHealth 21+ → MH Eligibility & History
  MassHealth <21  → CMSP Eligibility & History & Remaining
  Delta Dental MA → DDMA selenium
  Delta Dental Ins → Delta Ins selenium (OTP modal if needed)
  United Healthcare SCO → United SCO selenium
  DentaQuest/Tufts → Tufts SCO selenium
  Commonwealth Care Alliance → CCA selenium
  Unknown → scroll to Other provider checks section
- Add autoTrigger/onAutoTriggered props to all five button components

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

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

@@ -1,4 +1,4 @@
-import { useRef, useState } from "react";
+import { useEffect, useRef, useState } from "react";
 import { Button } from "@/components/ui/button";
 import { CheckCircle, LoaderCircleIcon } from "lucide-react";
 import { useToast } from "@/hooks/use-toast";
@@ -17,6 +17,8 @@ interface CCAEligibilityButtonProps {
   firstName?: string;
   lastName?: string;
   isFormIncomplete: boolean;
+  autoTrigger?: boolean;
+  onAutoTriggered?: () => void;
   onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
 }
 
@@ -26,12 +28,15 @@ export function CCAEligibilityButton({
   firstName,
   lastName,
   isFormIncomplete,
+  autoTrigger,
+  onAutoTriggered,
   onPdfReady,
 }: CCAEligibilityButtonProps) {
   const { toast } = useToast();
   const dispatch = useAppDispatch();
 
   const sessionIdRef = useRef<string | null>(null);
+  const autoTriggeredRef = useRef(false);
 
   const [isStarting, setIsStarting] = useState(false);
 
@@ -181,6 +186,14 @@ export function CCAEligibilityButton({
     }
   };
 
+  useEffect(() => {
+    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    autoTriggeredRef.current = true;
+    onAutoTriggered?.();
+    handleStart();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoTrigger, isFormIncomplete]);
+
   return (
     <Button
       className="w-full"

apps/Frontend/src/components/insurance-status/ddma-buton-modal.tsx

@@ -88,6 +88,8 @@ interface DdmaEligibilityButtonProps {
   firstName?: string;
   lastName?: string;
   isFormIncomplete: boolean;
+  autoTrigger?: boolean;
+  onAutoTriggered?: () => void;
   onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
 }
 
@@ -97,15 +99,15 @@ export function DdmaEligibilityButton({
   firstName,
   lastName,
   isFormIncomplete,
+  autoTrigger,
+  onAutoTriggered,
   onPdfReady,
 }: DdmaEligibilityButtonProps) {
   const { toast } = useToast();
   const dispatch = useAppDispatch();
 
-  // session_id is provided by the backend once the Python agent starts the
-  // browser session. We receive it via the selenium:ddma_session_started event
-  // and need it to forward the OTP back.
   const sessionIdRef = useRef<string | null>(null);
+  const autoTriggeredRef = useRef(false);
 
   const [otpModalOpen, setOtpModalOpen] = useState(false);
   const [isStarting, setIsStarting] = useState(false);
@@ -390,6 +392,14 @@ export function DdmaEligibilityButton({
     }
   };
 
+  useEffect(() => {
+    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    autoTriggeredRef.current = true;
+    onAutoTriggered?.();
+    handleDdmaStart();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoTrigger, isFormIncomplete]);
+
   // ── Render ────────────────────────────────────────────────────────────────
 
   return (

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

@@ -87,6 +87,8 @@ interface DeltaInsEligibilityButtonProps {
   firstName?: string;
   lastName?: string;
   isFormIncomplete: boolean;
+  autoTrigger?: boolean;
+  onAutoTriggered?: () => void;
   onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
 }
 
@@ -96,12 +98,15 @@ export function DeltaInsEligibilityButton({
   firstName,
   lastName,
   isFormIncomplete,
+  autoTrigger,
+  onAutoTriggered,
   onPdfReady,
 }: DeltaInsEligibilityButtonProps) {
   const { toast } = useToast();
   const dispatch = useAppDispatch();
 
   const sessionIdRef = useRef<string | null>(null);
+  const autoTriggeredRef = useRef(false);
 
   const [otpModalOpen, setOtpModalOpen] = useState(false);
   const [isStarting, setIsStarting] = useState(false);
@@ -321,6 +326,14 @@ export function DeltaInsEligibilityButton({
     }
   };
 
+  useEffect(() => {
+    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    autoTriggeredRef.current = true;
+    onAutoTriggered?.();
+    handleStart();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoTrigger, isFormIncomplete]);
+
   return (
     <>
       <Button

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

@@ -87,6 +87,8 @@ interface TuftsSCOEligibilityButtonProps {
   firstName?: string;
   lastName?: string;
   isFormIncomplete: boolean;
+  autoTrigger?: boolean;
+  onAutoTriggered?: () => void;
   onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
 }
 
@@ -96,12 +98,15 @@ export function TuftsSCOEligibilityButton({
   firstName,
   lastName,
   isFormIncomplete,
+  autoTrigger,
+  onAutoTriggered,
   onPdfReady,
 }: TuftsSCOEligibilityButtonProps) {
   const { toast } = useToast();
   const dispatch = useAppDispatch();
 
   const sessionIdRef = useRef<string | null>(null);
+  const autoTriggeredRef = useRef(false);
 
   const [otpModalOpen, setOtpModalOpen] = useState(false);
   const [isStarting, setIsStarting] = useState(false);
@@ -318,6 +323,14 @@ export function TuftsSCOEligibilityButton({
     }
   };
 
+  useEffect(() => {
+    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    autoTriggeredRef.current = true;
+    onAutoTriggered?.();
+    handleStart();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoTrigger, isFormIncomplete]);
+
   return (
     <>
       <Button

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

@@ -87,6 +87,8 @@ interface UnitedSCOEligibilityButtonProps {
   firstName?: string;
   lastName?: string;
   isFormIncomplete: boolean;
+  autoTrigger?: boolean;
+  onAutoTriggered?: () => void;
   onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
 }
 
@@ -96,12 +98,15 @@ export function UnitedSCOEligibilityButton({
   firstName,
   lastName,
   isFormIncomplete,
+  autoTrigger,
+  onAutoTriggered,
   onPdfReady,
 }: UnitedSCOEligibilityButtonProps) {
   const { toast } = useToast();
   const dispatch = useAppDispatch();
 
   const sessionIdRef = useRef<string | null>(null);
+  const autoTriggeredRef = useRef(false);
 
   const [otpModalOpen, setOtpModalOpen] = useState(false);
   const [isStarting, setIsStarting] = useState(false);
@@ -318,6 +323,14 @@ export function UnitedSCOEligibilityButton({
     }
   };
 
+  useEffect(() => {
+    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    autoTriggeredRef.current = true;
+    onAutoTriggered?.();
+    handleStart();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoTrigger, isFormIncomplete]);
+
   return (
     <>
       <Button

apps/Frontend/src/pages/appointments-page.tsx

@@ -955,15 +955,42 @@ export default function AppointmentsPage() {
   // -------------------
   // appointment page — update these handlers
   const handleCheckEligibility = (appointmentId: number) => {
-    setLocation(
+    const apt = appointments.find((a) => a.id === appointmentId);
-      `/insurance-status?appointmentId=${appointmentId}&action=eligibility`
+    const patient = apt ? patientsFromDay.find((p) => p.id === apt.patientId) : null;
-    );
+    const insuranceProvider = (patient as any)?.insuranceProvider as string | null ?? null;
-  };
+    const p = insuranceProvider?.toLowerCase() ?? "";
+    const isMassHealth = p.includes("masshealth");
 
-  const handleCheckClaimStatus = (appointmentId: number) => {
+    let autoCheck = "other-providers";
-    setLocation(
+
-      `/insurance-status?appointmentId=${appointmentId}&action=claim`
+    if (isMassHealth) {
-    );
+      const dob = (patient as any)?.dateOfBirth;
+      let age: number | null = null;
+      if (dob) {
+        const dobDate = typeof dob === "string" ? new Date(dob) : dob as Date;
+        const today = new Date();
+        age = today.getFullYear() - dobDate.getFullYear();
+        const m = today.getMonth() - dobDate.getMonth();
+        if (m < 0 || (m === 0 && today.getDate() < dobDate.getDate())) age--;
+      }
+      autoCheck = age !== null && age >= 21 ? "mh-history" : "cmsp";
+    } else if (p.includes("delta dental ma")) {
+      autoCheck = "ddma";
+    } else if (p.includes("delta dental ins")) {
+      autoCheck = "delta-ins";
+    } else if (p.includes("united healthcare sco") || p.includes("united sco")) {
+      autoCheck = "united-sco";
+    } else if (p.includes("tufts") || p.includes("dentaquest")) {
+      autoCheck = "tufts-sco";
+    } else if (p.includes("commonwealth care alliance") || p.includes("cca")) {
+      autoCheck = "cca";
+    }
+
+    if (autoCheck === "other-providers") {
+      setLocation(`/insurance-status?appointmentId=${appointmentId}&scrollTo=other-providers`);
+    } else {
+      setLocation(`/insurance-status?appointmentId=${appointmentId}&autoCheck=${autoCheck}`);
+    }
   };
 
   const handleClaimsPreAuth = (appointmentId: number) => {
@@ -1602,7 +1629,7 @@ export default function AppointmentsPage() {
           >
             <span className="flex items-center gap-2">
               <Shield className="h-4 w-4" />
-              Eligibility Status
+              Check Eligibility
             </span>
           </Item>
 
@@ -1650,16 +1677,6 @@ export default function AppointmentsPage() {
             </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>
-
           {/* Chat */}
           <Item onClick={({ props }) => handleChat(props.appointmentId)}>
             <span className="flex items-center gap-2 text-blue-600">

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -164,7 +164,9 @@ export default function InsuranceStatusPage() {
   const [cmspAccumulatorPdfId, setCmspAccumulatorPdfId] = useState<number | null>(null);
   const [cmspAccumulatorFilename, setCmspAccumulatorFilename] = useState<string | null>(null);
 
-  const pendingAutoCheck = useRef<"mh" | "cmsp" | null>(null);
+  const pendingAutoCheck = useRef<"mh" | "mh-history" | "cmsp" | "ddma" | "delta-ins" | "united-sco" | "tufts-sco" | "cca" | null>(null);
+  const [triggerTarget, setTriggerTarget] = useState<string | null>(null);
+  const pendingScrollTo = useRef<string | null>(null);
 
   // Prefill from chatbot
   useEffect(() => {
@@ -603,15 +605,18 @@ export default function InsuranceStatusPage() {
     }
   };
 
-  // Auto-trigger from chatbot after prefill
+  // Auto-trigger after prefill (from chatbot or schedule page "Check Eligibility")
   useEffect(() => {
     if (!pendingAutoCheck.current || !memberId || !dateOfBirth) return;
     const check = pendingAutoCheck.current;
     pendingAutoCheck.current = null;
-    if (check === "mh") {
+    if (check === "mh" || check === "mh-history") {
       handleMHEligibilityHistoryButton();
-    } else {
+    } else if (check === "cmsp") {
       handleCMSPButton();
+    } else {
+      // Button-component-handled providers: pass target to their autoTrigger prop
+      setTriggerTarget(check);
     }
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [memberId, dateOfBirth]);
@@ -635,66 +640,7 @@ export default function InsuranceStatusPage() {
     }
   };
 
-  // handling case-1, when redirect happens from appointment page:
+  // Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
-  useEffect(() => {
-    const params = new URLSearchParams(window.location.search);
-    const appointmentId = params.get("appointmentId");
-    const action = params.get("action"); // 'eligibility' | 'claim'
-    if (!appointmentId) return;
-    const id = Number(appointmentId);
-    if (Number.isNaN(id) || id <= 0) return;
-    if (!action || (action !== "eligibility" && action !== "claim")) return;
-
-    let cancelled = false;
-
-    (async () => {
-      try {
-        const res = await apiRequest("GET", `/api/appointments/${id}/patient`);
-        if (!res.ok) {
-          let body: any = null;
-          try {
-            body = await res.json();
-          } catch {}
-          if (!cancelled) {
-            toast({
-              title: "Failed to load patient",
-              description:
-                body?.message ??
-                body?.error ??
-                `Could not fetch patient for appointment ${id}.`,
-              variant: "destructive",
-            });
-          }
-          return;
-        }
-
-        const data = await res.json();
-        const patient = data?.patient ?? data;
-        if (!cancelled && patient) {
-          // set selectedPatient as before
-          setSelectedPatient(patient as Patient);
-
-          clearUrlParams(["appointmentId", "action"]);
-        }
-      } catch (err: any) {
-        if (!cancelled) {
-          console.error("Error fetching patient for appointment:", err);
-          toast({
-            title: "Error",
-            description:
-              err?.message ?? "An error occurred while fetching patient.",
-            variant: "destructive",
-          });
-        }
-      }
-    })();
-
-    return () => {
-      cancelled = true;
-    };
-  }, [location]);
-
-  // handling case-1, when redirect happens from appointment page:
   useEffect(() => {
     const params = new URLSearchParams(window.location.search);
     const appointmentId = params.get("appointmentId");
@@ -703,6 +649,16 @@ export default function InsuranceStatusPage() {
     const id = Number(appointmentId);
     if (Number.isNaN(id) || id <= 0) return;
 
+    const autoCheck = params.get("autoCheck") as typeof pendingAutoCheck.current;
+    const scrollTo = params.get("scrollTo");
+
+    const knownAutoChecks = ["mh", "mh-history", "cmsp", "ddma", "delta-ins", "united-sco", "tufts-sco", "cca"] as const;
+    if (autoCheck && (knownAutoChecks as readonly string[]).includes(autoCheck)) {
+      pendingAutoCheck.current = autoCheck;
+    } else if (scrollTo) {
+      pendingScrollTo.current = scrollTo;
+    }
+
     let cancelled = false;
 
     (async () => {
@@ -714,11 +670,8 @@ export default function InsuranceStatusPage() {
         const patient = data?.patient ?? data;
 
         if (!cancelled && patient) {
-          // ✅ ONLY prefill patient
           setSelectedPatient(patient as Patient);
-
+          clearUrlParams(["appointmentId", "action", "autoCheck", "scrollTo"]);
-          // ✅ clean URL (no auto selenium)
-          clearUrlParams(["appointmentId", "action"]);
         }
       } catch (err) {
         console.error("Failed to fetch patient from appointment", err);
@@ -730,6 +683,23 @@ export default function InsuranceStatusPage() {
     };
   }, [location]);
 
+  // Scroll to highlighted button after patient is loaded from schedule page (other insurance)
+  useEffect(() => {
+    if (!selectedPatient || !pendingScrollTo.current) return;
+    const target = pendingScrollTo.current;
+    pendingScrollTo.current = null;
+
+    setTimeout(() => {
+      const el = document.getElementById(`eligibility-${target}`);
+      if (!el) return;
+      el.scrollIntoView({ behavior: "smooth", block: "center" });
+      el.classList.add("ring-2", "ring-blue-500", "ring-offset-2", "transition-all");
+      setTimeout(() => {
+        el.classList.remove("ring-2", "ring-blue-500", "ring-offset-2", "transition-all");
+      }, 2500);
+    }, 300);
+  }, [selectedPatient]);
+
   return (
     <div>
       <SeleniumTaskBanner
@@ -852,6 +822,7 @@ export default function InsuranceStatusPage() {
 
             <div className="flex flex-col-2 gap-4 mt-4">
               <Button
+                id="eligibility-mh-history"
                 className="w-full"
                 disabled={isCheckingEligibilityHistory}
                 onClick={() => handleMHEligibilityHistoryButton()}
@@ -870,6 +841,7 @@ export default function InsuranceStatusPage() {
               </Button>
 
               <Button
+                id="eligibility-cmsp"
                 className="w-full"
                 disabled={isCheckingCMSP}
                 onClick={() => handleCMSPButton()}
@@ -889,7 +861,7 @@ export default function InsuranceStatusPage() {
             </div>
 
             {/* TEMP PROVIDER BUTTONS */}
-            <div className="space-y-4 mt-6">
+            <div id="eligibility-other-providers" className="space-y-4 mt-6">
               <h3 className="text-sm font-medium text-muted-foreground">
                 Other provider checks
               </h3>
@@ -902,6 +874,8 @@ export default function InsuranceStatusPage() {
                   firstName={firstName}
                   lastName={lastName}
                   isFormIncomplete={isFormIncomplete}
+                  autoTrigger={triggerTarget === "ddma"}
+                  onAutoTriggered={() => setTriggerTarget(null)}
                   onPdfReady={(pdfId, fallbackFilename) => {
                     setPreviewPdfId(pdfId);
                     setPreviewFallbackFilename(
@@ -917,6 +891,8 @@ export default function InsuranceStatusPage() {
                   firstName={firstName}
                   lastName={lastName}
                   isFormIncomplete={isFormIncomplete}
+                  autoTrigger={triggerTarget === "delta-ins"}
+                  onAutoTriggered={() => setTriggerTarget(null)}
                   onPdfReady={(pdfId, fallbackFilename) => {
                     setPreviewPdfId(pdfId);
                     setPreviewFallbackFilename(
@@ -944,10 +920,12 @@ export default function InsuranceStatusPage() {
                   firstName={firstName}
                   lastName={lastName}
                   isFormIncomplete={isFormIncomplete}
+                  autoTrigger={triggerTarget === "tufts-sco"}
+                  onAutoTriggered={() => setTriggerTarget(null)}
                   onPdfReady={(pdfId, fallbackFilename) => {
                     setPreviewPdfId(pdfId);
                     setPreviewFallbackFilename(
-                      fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`,
+                      fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`,
                     );
                     setPreviewOpen(true);
                   }}
@@ -959,6 +937,8 @@ export default function InsuranceStatusPage() {
                   firstName={firstName}
                   lastName={lastName}
                   isFormIncomplete={isFormIncomplete}
+                  autoTrigger={triggerTarget === "united-sco"}
+                  onAutoTriggered={() => setTriggerTarget(null)}
                   onPdfReady={(pdfId, fallbackFilename) => {
                     setPreviewPdfId(pdfId);
                     setPreviewFallbackFilename(
@@ -974,6 +954,8 @@ export default function InsuranceStatusPage() {
                   firstName={firstName}
                   lastName={lastName}
                   isFormIncomplete={isFormIncomplete}
+                  autoTrigger={triggerTarget === "cca"}
+                  onAutoTriggered={() => setTriggerTarget(null)}
                   onPdfReady={(pdfId, fallbackFilename) => {
                     setPreviewPdfId(pdfId);
                     setPreviewFallbackFilename(