Commit Graph

3 Commits

Author SHA1 Message Date
Gitead
7360b1930b feat: add provider column, commission tracking, and report provider filter
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 23:51:39 -04:00
Gitead
dd0df4a435 feat: payment PDF extraction, import, and remittance tracking
- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 12:53:50 -04:00
5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00