- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
Status is now derived from the numbers — no manual switching needed:
- Balance = 0 → Paid in Full (teal)
- Balance > 0, Collected > 0 → Partially Paid (blue)
- Balance > 0, Collected = 0 → Pending (red)
VOID/DENIED/OVERPAID still show from DB as manual decisions.
Removed Revert Full Due button (tied to old status system).
Void button now shows for all non-VOID, non-DENIED payments.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Balance = totalBilled - mhPaidAmount - copayment - adjustment
Collected = mhPaidAmount + copayment (adjustment is a write-off)
- Frontend breakdown now shows Collected, Adjustment (if >0), and Balance
- Reports: totalCollected and totalOutstanding use the new formula
- Both date-range and staff summary queries updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added copayment and adjustment fields (Decimal, default 0) to Payment
model in schema and directly to DB via ALTER TABLE
- Added PATCH /api/payments/:id/copayment and /adjustment routes
- Added inline-editable Copayment and Adjustment columns after MH Paid
with same click-to-edit format; Copayment in blue, Adjustment in orange
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Switching from PAID to Pending/Partially Paid now calls revert-full-claim
first to undo the collected amount, then updates the status — so the
report totals stay accurate.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The inline status dropdown now handles this via pay-absolute-full-claim,
making the standalone button a duplicate.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Selecting "Paid in Full" from the inline status dropdown now calls
pay-absolute-full-claim (same as the Pay in Full button) instead of
only patching the status label.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Pending: yellow → light red
- Paid: green → teal, label updated to "Paid in Full"
- Status badge for Pending/Partially Paid/Paid is now a styled inline
dropdown to switch between the 3 statuses without opening a modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add PATCH /api/payments/:id/mh-paid-amount for direct value updates.
Clicking the MH Paid cell opens an input; Enter/blur saves and refreshes,
Escape cancels. Dash placeholder is also clickable to enter a value.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add selenium_MHPaymentCheckWorker.py: logs into MassHealth portal, navigates to Search Claims, enters claim number, extracts totalPaidAmount from results table
- Register /mh-payment-check endpoint in Selenium agent
- Add mhPaidAmount field to Payment model with migration
- Add PATCH /api/payments/:id/mh-payment-check backend route: fetches MH credentials, calls selenium, stores result
- Add Claim No. column (MassHealth claim number) as first data column in payments table
- Move Payment ID and Claim ID columns to end of table
- Add MH Paid column showing mhPaidAmount in green
- Wire Check MH Payment button to call API for each selected payment and refresh table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added Check Payments Online card above Payment's Records with From/To date pickers and Check All MH Payment button (logic TBD)
- Added multi-select checkboxes to each payment record row with select-all header checkbox
- When records are checked, a Check MH Payment action bar appears with count and clear option (logic TBD)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Settings > Advanced > Procedure Duration/Time Slot page with three sections:
1. Procedure Duration: CDT codes with durations (editable table, save per section)
2. Doctor Time Slot: drag-to-block visual grid (A/B/C columns, 8 AM–9 PM, edit/delete slots)
3. Hygienist Time Slot: procedure descriptions with durations
- Backend: ProcedureTimeslot Prisma model, storage, and GET/PUT /api/procedure-timeslot route
- DB migration: procedure_timeslot table
- Appointment form: when type is "Other", show a free-text input for custom description; saved as other:<description> and decoded for display on the schedule card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Time slots now run 8:00 AM – 9:00 PM (was 8:00 AM – 6:00 PM)
- Appointments visually span the correct number of 15-min rows based on startTime/endTime using HTML rowSpan
- Covered rows are skipped so the grid layout stays consistent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix dateOfBirth default from empty string to null (caused Invalid date error)
- Add noValidate to form to prevent browser native email validation blocking submit
- Reset form when switching from edit to add mode
- Export API_BASE_URL from queryClient; switch patient table to raw fetch (prevents token wipe on 401)
- Add Authorization header forwarding in Vite proxy (was stripped by nginx Connection:upgrade)
- Make only firstName, lastName, dateOfBirth, phone required; gender optional
- Add +1 prefix to phone number input (stores as 1XXXXXXXXXX)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
(these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a claim was submitted through the claims/preauth page, the schedule
page appointment color did not update because the appointments query cache
was never invalidated after the selenium job completed. Added invalidation
of QK_APPOINTMENTS_BASE in handleMHSeleniumPdfDownload so the schedule
page refetches and reflects the new claim color.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Default card color: light (bg-slate-100 / dark text)
- Blue card when procedures selected, gray when claim has a number
- Status badge: green/red from appointment or patient-level MassHealth status
- Solid dot badge (removed ring), overflow-visible to prevent corner clipping
- Date nav: << < [today circle] > >> for week/day jumps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Fix status enum in browser.ts (uppercase → lowercase values)
- Fix date validation (z.string → z.coerce.date) so form accepts Date objects
- Add missing type/userId/title fields to browser.ts appointment schema
- Replace nested PatientSearch Select with simple inline Input to fix patient selection
- Fix mutationFn to throw on non-ok responses so backend errors surface correctly
- Connect socket.io directly to backend (port 5000) instead of Vite proxy to fix AggregateError on startup
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix Selenium using today's date instead of selected service date; convert YYYY-MM-DD from frontend to MM/DD/YYYY for MassHealth input
- Rename "New Patient (Limited exam+Pano)" → "Patient (Limited exam+Pano)"
- Rename "New Adult Patient (Limited exam+1PA)" → "Patient (Limited exam+1PA)"
- Add "Patient (D9110+1PA)" combo with codes D9110, D0220
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
