Files
DentalManagementMH05/apps/Frontend/src/components/claims/claim-form.tsx
Gitead 5ceecbeb7f feat: improve CCA preauth cell filling, implants category, preauth no recording
- Selenium: bulletproof Wait→Click→Clear→Type→Verify for tooth, billed amt cells
- Selenium: fix billed amt to click td[23] (correct column) to trigger edit mode
- Selenium: skip tentative date (auto-filled by page after tooth entry)
- Frontend: add Implants category with Implant/Abut/Crown, Fixture, Abutment, Crown buttons (D6010/D6057/D6058)
- Frontend: pdf-preview-modal renders PNG screenshots as <img> instead of PDF iframe
- Backend: CCA preauth route creates claim record if none exists
- Backend: CCA preauth processor saves authNumber into claimNumber column after submission

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 22:01:52 -04:00

2427 lines
92 KiB
TypeScript
Executable File

import { useState, useEffect, useRef, useCallback, memo, useMemo } from "react";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
import { Label } from "@/components/ui/label";
import { X, Calendar as CalendarIcon, HelpCircle, Trash2 } from "lucide-react";
import { useToast } from "@/hooks/use-toast";
import { Calendar } from "@/components/ui/calendar";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
import { useQuery } from "@tanstack/react-query";
import { apiRequest } from "@/lib/queryClient";
import {
MultipleFileUploadZone,
MultipleFileUploadZoneHandle,
} from "../file-upload/multiple-file-upload-zone";
import { useAuth } from "@/hooks/use-auth";
import {
Tooltip,
TooltipContent,
TooltipTrigger,
} from "@/components/ui/tooltip";
import { formatLocalDate, parseLocalDate } from "@/utils/dateUtils";
import {
Claim,
ClaimFileMeta,
ClaimFormData,
ClaimPreAuthData,
InputServiceLine,
InsertAppointment,
MissingTeethStatus,
NpiProvider,
Patient,
Staff,
UpdateAppointment,
UpdatePatient,
} from "@repo/db/types";
import { Decimal } from "decimal.js";
import {
mapPricesForForm,
applyComboToForm,
getDescriptionForCode,
} from "@/utils/procedureCombosMapping";
import { PROCEDURE_COMBOS } from "@/utils/procedureCombos";
import { DateInput } from "../ui/dateInput";
import { MissingTeethSimple, type MissingMapStrict } from "./tooth-ui";
import { RemarksField } from "./claims-ui";
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,
) => Promise<number | { id: number }>;
onHandleUpdatePatient: (patient: UpdatePatient & { id: number }) => void;
onHandleForMHSeleniumClaim: (data: ClaimFormData) => void;
onHandleForMHSeleniumClaimPreAuth: (data: ClaimPreAuthData) => void;
onHandleForCCASeleniumClaim: (data: ClaimFormData) => void;
onHandleForCCASeleniumPreAuth: (data: ClaimPreAuthData) => void;
onClose: () => void;
}
export function ClaimForm({
patientId,
appointmentId,
autoSubmit,
proceduresOnly = false,
onHandleAppointmentSubmit,
onHandleUpdatePatient,
onHandleForMHSeleniumClaim,
onHandleForMHSeleniumClaimPreAuth,
onHandleForCCASeleniumClaim,
onHandleForCCASeleniumPreAuth,
onSubmit,
onClose,
}: ClaimFormProps) {
const { toast } = useToast();
const { user } = useAuth();
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 {
data: fetchedPatient,
isLoading,
error,
} = useQuery<Patient>({
queryKey: ["/api/patients/", patientId],
queryFn: async () => {
const res = await apiRequest("GET", `/api/patients/${patientId}`);
if (!res.ok) throw new Error("Failed to fetch patient");
return res.json();
},
enabled: !!patientId,
});
// Sync fetched patient when available
useEffect(() => {
if (fetchedPatient) {
setPatient(fetchedPatient);
}
}, [fetchedPatient]);
//Fetching staff memebers
const [staff, setStaff] = useState<Staff | null>(null);
const { data: staffMembersRaw = [] as Staff[], isLoading: isLoadingStaff } =
useQuery<Staff[]>({
queryKey: ["/api/staffs/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/staffs/");
return res.json();
},
});
useEffect(() => {
if (staffMembersRaw.length > 0 && !staff) {
const kaiGao = staffMembersRaw.find(
(member) => member.name === "Kai Gao",
);
const defaultStaff = kaiGao || staffMembersRaw[0];
if (defaultStaff) setStaff(defaultStaff);
}
}, [staffMembersRaw, staff]);
// fetching npi providers
const { data: npiProviders = [] } = useQuery<NpiProvider[]>({
queryKey: ["/api/npiProviders/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/npiProviders/");
if (!res.ok) throw new Error("Failed to fetch NPI providers");
return res.json();
},
});
useEffect(() => {
if (!npiProviders.length) return;
// do not override if user already selected
if (form.npiProvider?.npiNumber) return;
const maryScannell = npiProviders.find(
(p) => p.providerName.toLowerCase() === "mary scannell",
);
const fallback = maryScannell || npiProviders[0];
if (fallback) {
setForm((prev) => ({
...prev,
npiProvider: {
npiNumber: fallback.npiNumber,
providerName: fallback.providerName,
},
}));
}
}, [npiProviders]);
// Service date state
const [serviceDateValue, setServiceDateValue] = useState<Date>(new Date());
const [serviceDate, setServiceDate] = useState<string>(
formatLocalDate(new Date()),
);
const [serviceDateOpen, setServiceDateOpen] = useState(false);
const [openProcedureDateIndex, setOpenProcedureDateIndex] = useState<
number | null
>(null);
//incase when appointmentId is given - directly from appoinmentpage - claimpage - to here.
// then, update the service date as per the appointment date.
useEffect(() => {
if (!appointmentId) return;
if (!Number.isFinite(appointmentId) || appointmentId <= 0) return;
let cancelled = false;
(async () => {
try {
const res = await apiRequest(
"GET",
`/api/appointments/${appointmentId}`,
);
if (!res.ok) {
let body: any = null;
try {
body = await res.json();
} catch {}
if (!cancelled) {
toast({
title: "Failed to load appointment",
description:
body?.message ??
body?.error ??
`Could not fetch appointment ${appointmentId}.`,
variant: "destructive",
});
}
return;
}
const appointment = await res.json();
// Capture the column staffId from the appointment
if (!cancelled && appointment?.staffId) {
setAppointmentStaffId(Number(appointment.staffId));
}
// appointment.date is expected to be either "YYYY-MM-DD" or an ISO string.
const rawDate = appointment?.date ?? appointment?.day ?? "";
if (!rawDate) return;
// Use your parseLocalDate to create a local-midnight Date (avoid TZ shifts)
let dateVal: Date;
try {
dateVal = parseLocalDate(String(rawDate));
} catch (e) {
// Fallback - try constructing Date and then normalize
const maybe = new Date(rawDate);
if (isNaN(maybe.getTime())) {
console.error("Could not parse appointment date:", rawDate);
return;
}
dateVal = new Date(
maybe.getFullYear(),
maybe.getMonth(),
maybe.getDate(),
);
}
if (!cancelled) {
setServiceDateValue(dateVal);
setServiceDate(formatLocalDate(dateVal));
}
} catch (err: any) {
if (!cancelled) {
console.error("Error fetching appointment:", err);
toast({
title: "Error",
description: err?.message ?? "Failed to fetch Appointment.",
variant: "destructive",
});
}
}
})();
return () => {
cancelled = true;
};
}, [appointmentId]);
//
// 2a. Load existing saved claim for this appointment (if any).
// Skipped in proceduresOnly mode — that mode always reads from AppointmentProcedure.
useEffect(() => {
if (!appointmentId) return;
if (proceduresOnly) return;
let cancelled = false;
(async () => {
try {
const res = await apiRequest(
"GET",
`/api/claims/by-appointment/${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 ?? "",
insuranceSiteKey: claim.insuranceSiteKey || deriveInsuranceSiteKey(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;
(async () => {
try {
const res = await apiRequest(
"GET",
`/api/appointment-procedures/prefill-from-appointment/${appointmentId}`,
);
if (!res.ok) return;
const data = await res.json();
if (cancelled) return;
const mappedLines = (data.procedures || []).map((p: any) => ({
procedureCode: p.procedureCode,
procedureDate: serviceDate,
quad: (p as any).quad || "",
arch: (p as any).arch || "",
toothNumber: p.toothNumber || "",
toothSurface: p.toothSurface || "",
totalBilled: new Decimal(p.fee || 0),
totalAdjusted: new Decimal(0),
totalPaid: new Decimal(0),
}));
setForm((prev) => ({
...prev,
serviceLines: mappedLines,
...(data.appointmentFiles?.length
? { claimFiles: data.appointmentFiles }
: {}),
}));
// 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);
}
})();
return () => {
cancelled = true;
};
}, [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) => {
if (date) {
const formattedDate = formatLocalDate(date);
setServiceDateValue(date);
setServiceDate(formattedDate);
setForm((prev) => ({ ...prev, serviceDate: formattedDate }));
}
};
// when service date is chenged, it will change the each service lines procedure date in sync as well.
useEffect(() => {
setForm((prevForm) => {
const updatedLines = prevForm.serviceLines.map((line) => ({
...line,
procedureDate: serviceDate, // set all to current serviceDate string
}));
return {
...prevForm,
serviceLines: updatedLines,
serviceDate, // keep form.serviceDate in sync as well
};
});
}, [serviceDate]);
// Determine patient date of birth format - required as date extracted from pdfs has different format.
// Replace previous implementation with this type-safe normalizer.
// Always returns canonical YYYY-MM-DD or "" if it cannot parse.
function normalizeToIsoDateString(dob: string | Date | undefined): string {
if (!dob) return "";
// Date object -> canonicalize
if (dob instanceof Date) {
if (isNaN(dob.getTime())) return "";
return formatLocalDate(dob);
}
const raw = String(dob).trim();
if (!raw) return "";
// 1) If already date-only ISO (yyyy-mm-dd)
if (/^\d{4}-\d{2}-\d{2}$/.test(raw)) {
try {
parseLocalDate(raw); // validate
return raw;
} catch {
return "";
}
}
// 2) Try parseLocalDate for ISO-like inputs (will throw if not suitable)
try {
const parsed = parseLocalDate(raw);
return formatLocalDate(parsed);
} catch {
// continue to other fallbacks
}
// 3) MM/DD/YYYY or M/D/YYYY -> convert to ISO
const m1 = raw.match(/^(\d{1,2})\/(\d{1,2})\/(\d{4})$/);
if (m1) {
const mm = m1[1] ?? "";
const dd = m1[2] ?? "";
const yyyy = m1[3] ?? "";
if (mm && dd && yyyy) {
const iso = `${yyyy}-${mm.padStart(2, "0")}-${dd.padStart(2, "0")}`;
try {
parseLocalDate(iso);
return iso;
} catch {
return "";
}
}
}
// 4) OCR-ish short form: MMDDYY (exactly 6 digits) -> guess century
const m2 = raw.match(/^(\d{6})$/);
if (m2) {
const s = m2[1];
if (s && s.length === 6) {
const mm = s.slice(0, 2);
const dd = s.slice(2, 4);
const yy = s.slice(4, 6);
const year = Number(yy) < 50 ? 2000 + Number(yy) : 1900 + Number(yy);
const iso = `${year}-${mm.padStart(2, "0")}-${dd.padStart(2, "0")}`;
try {
parseLocalDate(iso);
return iso;
} catch {
return "";
}
}
}
// 5) Last resort: naive Date parse -> normalize to local calendar fields
try {
const maybe = new Date(raw);
if (!isNaN(maybe.getTime())) {
return formatLocalDate(maybe);
}
} catch {
/* ignore */
}
return "";
}
// assumes input is either "" or "YYYY-MM-DD"
const toMMDDYYYY = (iso: string): string => {
if (!iso) return "";
const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(iso);
return m ? `${m[2]}-${m[3]}-${m[1]}` : "";
};
// MAIN FORM INITIAL STATE
const [form, setForm] = useState<ClaimFormData & { uploadedFiles: File[] }>({
patientId: patientId || 0,
appointmentId: 0,
userId: Number(user?.id),
staffId: appointmentStaffId ?? Number(staff?.id),
patientName: `${patient?.firstName} ${patient?.lastName}`.trim(),
memberId: patient?.insuranceId ?? "",
dateOfBirth: normalizeToIsoDateString(patient?.dateOfBirth),
remarks: "",
missingTeethStatus: "No_missing",
missingTeeth: {} as MissingMapStrict,
serviceDate: serviceDate,
insuranceProvider: "",
insuranceSiteKey: "",
status: "PENDING",
serviceLines: Array.from({ length: 10 }, () => ({
procedureCode: "",
procedureDate: serviceDate,
quad: "",
arch: "",
toothNumber: "",
toothSurface: "",
totalBilled: new Decimal(0),
totalAdjusted: new Decimal(0),
totalPaid: new Decimal(0),
})),
uploadedFiles: [],
});
// Map patient.insuranceProvider (free-text from eligibility) → insuranceSiteKey
const deriveInsuranceSiteKey = (provider: string | null | undefined): string => {
const p = (provider || "").toLowerCase().trim();
if (!p) return "";
if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
if (p.includes("ddma")) return "DDMA";
if (p.includes("delta ins") || p === "deltains") return "DeltaIns";
if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
if (p.includes("united sco") || p === "unitedsco") return "UnitedSCO";
if (p.includes("cmsp")) return "CMSP";
if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
if (p.includes("aetna")) return "Aetna";
if (p.includes("altus")) return "Altus";
if (p.includes("metlife")) return "MetlifeDental";
if (p.includes("cigna")) return "Cigna";
if (p.includes("delta wa") || p === "deltawa") return "DeltaWA";
if (p.includes("delta il") || p === "deltail") return "DeltaIL";
return "";
};
// Sync patient data to form when patient updates
useEffect(() => {
if (patient) {
const fullName =
`${patient.firstName || ""} ${patient.lastName || ""}`.trim();
const siteKey = deriveInsuranceSiteKey(patient.insuranceProvider);
setForm((prev) => ({
...prev,
patientId: Number(patient.id),
patientName: fullName,
dateOfBirth: normalizeToIsoDateString(patient.dateOfBirth),
memberId: patient.insuranceId || "",
...(siteKey ? { insuranceSiteKey: siteKey } : {}),
}));
}
}, [patient]);
// Handle patient field changes (to make inputs controlled and editable)
const updatePatientField = (field: keyof Patient, value: any) => {
setPatient((prev) => (prev ? { ...prev, [field]: value } : null));
};
const updateServiceLine = (
index: number,
field: keyof InputServiceLine,
value: any,
) => {
const updatedLines = [...form.serviceLines];
if (updatedLines[index]) {
if (field === "totalBilled") {
const num = typeof value === "string" ? parseFloat(value) : value;
const rounded = Math.round((isNaN(num) ? 0 : num) * 100) / 100;
updatedLines[index][field] = new Decimal(rounded);
} else {
updatedLines[index][field] = value;
}
}
setForm({ ...form, serviceLines: updatedLines });
};
const updateProcedureDate = (index: number, date: Date | undefined) => {
if (!date) return;
const formattedDate = formatLocalDate(date);
const updatedLines = [...form.serviceLines];
if (updatedLines[index]) {
updatedLines[index].procedureDate = formattedDate;
}
setForm({ ...form, serviceLines: updatedLines });
};
// normalize for display while typing: uppercase and allow letters, commas and spaces
function normalizeToothSurface(raw?: string): string {
if (!raw) return "";
// Uppercase and remove characters that are not A-Z, comma or space
return raw.toUpperCase().replace(/[^A-Z,\s]/g, "");
}
// Missing teeth section
const setMissingTeethStatus = (status: MissingTeethStatus) => {
setForm((prev) => {
if (prev.missingTeethStatus === status) return prev; // no-op
return {
...prev,
missingTeethStatus: status,
missingTeeth: status === "Yes_missing" ? prev.missingTeeth : {},
};
});
};
const clearAllToothSelections = () =>
setForm((prev) => ({ ...prev, missingTeeth: {} as MissingMapStrict }));
// for serviceLine rows, to auto scroll when it got updated by combo buttons and all.
const rowRefs = useRef<(HTMLDivElement | null)[]>([]);
const scrollToLine = (index: number) => {
const el = rowRefs.current[index];
if (el) {
el.scrollIntoView({ behavior: "smooth", block: "start" });
}
};
// Map Price function — uses the fee schedule for the selected insurance type
const onMapPrice = () => {
setForm((prev) =>
mapPricesForForm({
form: prev,
patientDOB: patient?.dateOfBirth ?? "",
insuranceSiteKey: prev.insuranceSiteKey,
}),
);
};
// FILE UPLOAD ZONE
const uploadZoneRef = useRef<MultipleFileUploadZoneHandle | null>(null);
const [isUploading, setIsUploading] = useState(false);
// NO validation here — the upload zone handles validation, toasts, max files, sizes, etc.
const handleFilesChange = useCallback((files: File[]) => {
setForm((prev) => ({ ...prev, uploadedFiles: files }));
}, []);
// 1st Button workflow - Mass Health Button Handler
const handleMHSubmit = async (
formToUse?: ClaimFormData & { uploadedFiles?: File[] },
) => {
// Use the passed form, or fallback to current state
const f = formToUse ?? form;
// 0. Validate required fields
const missingFields: string[] = [];
if (!f.memberId?.trim()) missingFields.push("Member ID");
if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
if (!patient?.firstName?.trim()) missingFields.push("First Name");
if (missingFields.length > 0) {
toast({
title: "Missing Required Fields",
description: `Please fill out the following field(s): ${missingFields.join(", ")}`,
variant: "destructive",
});
return;
}
// require at least one procedure code before proceeding
const filteredServiceLines = (f.serviceLines || []).filter(
(line) => (line.procedureCode ?? "").trim() !== "",
);
if (filteredServiceLines.length === 0) {
toast({
title: "No procedure codes",
description:
"Please add at least one procedure code before submitting the claim.",
variant: "destructive",
});
return;
}
if (!f.npiProvider?.npiNumber) {
toast({
title: "NPI Provider Required",
description: "Please select a NPI Provider.",
variant: "destructive",
});
return;
}
// 1. Create or update appointment
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;
}
}
// 3. Create Claim(if not)
// Filter out empty service lines (empty procedureCode)
const {
uploadedFiles,
insuranceSiteKey,
npiProvider,
...formToCreateClaim
} = f;
// build claimFiles metadata from uploadedFiles (only filename + mimeType)
const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
filename: f.name,
mimeType: f.type,
}));
const selectedNpiProviderId = npiProvider?.npiNumber
? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
: null;
const createdClaim = await onSubmit({
...formToCreateClaim,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId: patientId,
insuranceProvider: "MassHealth",
appointmentId: appointmentIdToUse!,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
// 4. sending form data to selenium service
onHandleForMHSeleniumClaim({
...f,
dateOfBirth: toMMDDYYYY(f.dateOfBirth),
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
npiProvider: f.npiProvider,
patientId: patientId,
insuranceProvider: "Mass Health",
appointmentId: appointmentIdToUse!,
insuranceSiteKey: "MH",
claimId: createdClaim.id,
});
// 5. Close form
onClose();
};
// 2st Button workflow - Mass Health Pre Auth Button Handler
const handleMHPreAuth = async (
formToUse?: ClaimFormData & { uploadedFiles?: File[] },
) => {
// Use the passed form, or fallback to current state
const f = formToUse ?? form;
// 0. Validate required fields
const missingFields: string[] = [];
if (!f.memberId?.trim()) missingFields.push("Member ID");
if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
if (!patient?.firstName?.trim()) missingFields.push("First Name");
if (missingFields.length > 0) {
toast({
title: "Missing Required Fields",
description: `Please fill out the following field(s): ${missingFields.join(", ")}`,
variant: "destructive",
});
return;
}
// require at least one procedure code before proceeding
const filteredServiceLines = (f.serviceLines || []).filter(
(line) => (line.procedureCode ?? "").trim() !== "",
);
if (filteredServiceLines.length === 0) {
toast({
title: "No procedure codes",
description:
"Please add at least one procedure code before submitting the claim preAuth.",
variant: "destructive",
});
return;
}
if (!f.npiProvider?.npiNumber) {
toast({
title: "NPI Provider Required",
description: "Please select a NPI Provider.",
variant: "destructive",
});
return;
}
// sending form data to selenium service
onHandleForMHSeleniumClaimPreAuth({
...f,
dateOfBirth: toMMDDYYYY(f.dateOfBirth),
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
npiProvider: f.npiProvider,
patientId: patientId,
insuranceProvider: "Mass Health",
insuranceSiteKey: "MH",
});
// 5. Close form
onClose();
};
// 3rd Button workflow — CCA Claim: saves to DB then submits via Selenium
const handleCCAClaim = async () => {
const missingFields: string[] = [];
if (!form.memberId?.trim()) missingFields.push("Member ID");
if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
if (!patient?.firstName?.trim()) missingFields.push("First Name");
if (missingFields.length > 0) {
toast({
title: "Missing Required Fields",
description: `Please fill out the following field(s): ${missingFields.join(", ")}`,
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 before submitting the claim.",
variant: "destructive",
});
return;
}
// Create appointment if needed
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
});
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, ...formToCreateClaim } = form;
const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
filename: f.name,
mimeType: f.type,
}));
const selectedNpiProviderId = npiProvider?.npiNumber
? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
: null;
// Save claim to DB
const createdClaim = await onSubmit({
...formToCreateClaim,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "CCA",
appointmentId: appointmentIdToUse!,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
// Send to CCA Selenium — send raw YYYY-MM-DD so Python _format_dob converts correctly
onHandleForCCASeleniumClaim({
...form,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "CCA",
appointmentId: appointmentIdToUse!,
insuranceSiteKey: "CCA",
claimId: createdClaim.id,
});
onClose();
};
const handleCCAPreAuth = async () => {
const missingFields: string[] = [];
if (!form.memberId?.trim()) missingFields.push("Member ID");
if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
if (!patient?.firstName?.trim()) missingFields.push("First Name");
if (missingFields.length > 0) {
toast({
title: "Missing Required Fields",
description: `Please fill out the following field(s): ${missingFields.join(", ")}`,
variant: "destructive",
});
return;
}
const filteredServiceLines = (form.serviceLines || []).filter(
(line) => (line.procedureCode ?? "").trim() !== "",
);
if (filteredServiceLines.length === 0) {
toast({
title: "No procedure codes",
description: "Please add at least one procedure code before submitting the pre-authorization.",
variant: "destructive",
});
return;
}
onHandleForCCASeleniumPreAuth({
...form,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "CCA",
insuranceSiteKey: "CCA",
});
onClose();
};
const uploadAttachmentsToLocalFolder = async (files: File[]): Promise<ClaimFileMeta[]> => {
if (!files.length) return [];
const patientName = patient?.firstName && patient?.lastName
? `${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 attachments = form.uploadedFiles?.length
? await uploadAttachmentsToLocalFolder(form.uploadedFiles)
: [];
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,
})),
attachments,
});
const data = await res.json();
if (!data.success) throw new Error("Failed to save procedures");
const attachMsg = attachments.length ? ` and ${attachments.length} attachment(s)` : "";
toast({ title: "Procedures saved", description: `${data.count} procedure(s)${attachMsg} saved.` });
onClose();
} catch (err: any) {
toast({ title: "Save failed", description: err?.message ?? "Failed to save procedures.", variant: "destructive" });
}
};
// Same as handleProceduresSave but also resets any existing submitted claim so
// batch-column will treat this appointment as needing a new submission.
const handleProceduresUpdate = async () => {
if (!appointmentId) return;
try {
await apiRequest("POST", "/api/claims/reset-for-resubmit", { appointmentId });
} catch {
// Non-fatal: if reset fails we still save procedures
}
await handleProceduresSave();
};
// Saves claim to DB with all info (member ID, DOB, service date, provider, CDT codes, NPI).
// No Selenium action — works like a real MassHealth claim for payment/report tracking.
const handleClaimSaved = async () => {
const missingFields: string[] = [];
if (!form.memberId?.trim()) missingFields.push("Member ID");
if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
if (!patient?.firstName?.trim()) missingFields.push("First Name");
if (missingFields.length > 0) {
toast({
title: "Missing Required Fields",
description: `Please fill out: ${missingFields.join(", ")}`,
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 before saving.",
variant: "destructive",
});
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
});
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, ...formToCreateClaim } = form;
const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
? await uploadAttachmentsToLocalFolder(uploadedFiles)
: [];
const selectedNpiProviderId = npiProvider?.npiNumber
? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
: null;
try {
await onSubmit({
...formToCreateClaim,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId: patientId,
insuranceProvider: patient?.insuranceProvider || "MassHealth",
appointmentId: appointmentIdToUse!,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
toast({ title: "Claim Saved", description: "Claim saved to database successfully." });
onClose();
} catch (err: any) {
toast({
title: "Save failed",
description: err?.message ?? "Failed to save claim.",
variant: "destructive",
});
}
};
// Marks the claim for this appointment as VOID so batch-column will always skip it.
const handleProceduresVoid = async () => {
if (!appointmentId) return;
try {
await apiRequest("POST", "/api/claims/void-for-appointment", { appointmentId });
toast({ title: "Claim voided", description: "This appointment will be skipped when claiming for the column." });
onClose();
} catch (err: any) {
toast({ title: "Void failed", description: err?.message ?? "Failed to void claim.", variant: "destructive" });
}
};
// for direct combo button.
const applyComboAndThenMH = async (
comboId: keyof typeof PROCEDURE_COMBOS,
) => {
const nextForm = applyComboToForm(
form,
comboId,
patient?.dateOfBirth ?? "",
{ replaceAll: false, lineDate: form.serviceDate },
form.insuranceSiteKey,
);
setForm(nextForm);
setTimeout(() => scrollToLine(0), 0);
await handleMHSubmit(nextForm);
};
const isFormReady = useMemo(() => {
return (
!!patient &&
!!form.memberId?.trim() &&
!!form.dateOfBirth?.trim() &&
!!form.patientName?.trim() &&
Array.isArray(form.serviceLines) &&
form.serviceLines.some(
(l) => l.procedureCode && l.procedureCode.trim() !== "",
)
);
}, [
patient,
form.memberId,
form.dateOfBirth,
form.patientName,
form.serviceLines,
]);
// when autoSubmit mode is given, it will then submit the claims.
useEffect(() => {
if (!autoSubmit) return;
if (!prefillDone) return;
if (!isFormReady) return;
if (autoSubmittedRef.current) return;
autoSubmittedRef.current = true;
handleMHSubmit();
}, [autoSubmit, prefillDone, isFormReady]);
// overlay click handler (close when clicking backdrop)
const onOverlayMouseDown = (e: React.MouseEvent<HTMLDivElement>) => {
// only close if clicked the backdrop itself (not inner modal)
if (e.target === e.currentTarget) {
onClose();
}
};
useEffect(() => {
return () => {
// reset when ClaimForm unmounts (modal closes)
autoSubmittedRef.current = false;
setPrefillDone(false);
};
}, []);
return (
<div
className="fixed inset-0 bg-black/50 flex items-center justify-center z-50 p-4 overflow-y-auto"
onMouseDown={onOverlayMouseDown}
>
<Card className="w-[90vw] h-[90vh] max-w-none overflow-auto bg-white relative">
<Tabs defaultValue="claim">
<CardHeader className="sticky top-0 z-20 pb-2 border-b bg-white/95 backdrop-blur-sm">
<div className="flex flex-row items-center justify-between mb-2">
<CardTitle className="text-xl font-bold">
Insurance Forms
</CardTitle>
<Button onClick={onClose}>
<X className="w-4 h-4" />
</Button>
</div>
<TabsList>
<TabsTrigger value="claim">Insurance Claim</TabsTrigger>
<TabsTrigger value="preauth" className="data-[state=active]:bg-blue-600 data-[state=active]:text-white">PreAuth</TabsTrigger>
</TabsList>
</CardHeader>
<CardContent className="pt-4">
{/* ── Insurance Claim Tab ── */}
<TabsContent value="claim">
<div className="space-y-6">
{/* Patient Information */}
<div className="grid grid-cols-4 gap-4">
<div>
<Label htmlFor="memberId">Member ID</Label>
<Input
id="memberId"
value={form.memberId}
onChange={(e) => {
setForm({ ...form, memberId: e.target.value });
updatePatientField("insuranceId", e.target.value);
}}
/>
</div>
<div>
<Label htmlFor="dateOfBirth">Date Of Birth</Label>
<DateInput
value={
form.dateOfBirth ? parseLocalDate(form.dateOfBirth) : null
}
onChange={(date: Date | null) => {
const formatted = date ? formatLocalDate(date) : "";
setForm((prev) => ({ ...prev, dateOfBirth: formatted }));
updatePatientField("dateOfBirth", formatted);
}}
disableFuture
/>
</div>
<div>
<Label htmlFor="firstName">First Name</Label>
<Input
id="firstName"
value={patient?.firstName || ""}
onChange={(e) => {
updatePatientField("firstName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${e.target.value} ${patient?.lastName || ""}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
<div>
<Label htmlFor="lastName">Last Name</Label>
<Input
id="lastName"
value={patient?.lastName || ""}
onChange={(e) => {
updatePatientField("lastName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${patient?.firstName || ""} ${e.target.value}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
</div>
{/* Service Lines */}
<div>
<h3 className="text-xl font-semibold mb-2 text-center">
Service Lines
</h3>
<div className="flex flex-col gap-2">
<div className="flex justify-end items-center mb-4">
<div className="flex gap-2">
<Label className="flex items-center">Insurance Type</Label>
<Select
value={form.insuranceSiteKey || ""}
onValueChange={(val) =>
setForm((prev) => ({ ...prev, insuranceSiteKey: val }))
}
>
<SelectTrigger className="w-44 mr-4">
<SelectValue placeholder="Select Insurance" />
</SelectTrigger>
<SelectContent>
<SelectItem value="MH">MassHealth</SelectItem>
<SelectItem value="CCA">CCA</SelectItem>
<SelectItem value="DDMA">DDMA</SelectItem>
<SelectItem value="DeltaIns">Delta Ins</SelectItem>
<SelectItem value="TuftsSCO">Tufts SCO</SelectItem>
<SelectItem value="UnitedSCO">United SCO</SelectItem>
<SelectItem value="CMSP">CMSP</SelectItem>
<SelectItem value="BCBS">BCBS</SelectItem>
<SelectItem value="UnitedAAPR">United AAPR</SelectItem>
<SelectItem value="Aetna">Aetna</SelectItem>
<SelectItem value="Altus">Altus</SelectItem>
<SelectItem value="MetlifeDental">Metlife Dental</SelectItem>
<SelectItem value="Cigna">Cigna</SelectItem>
<SelectItem value="DeltaWA">Delta WA</SelectItem>
<SelectItem value="DeltaIL">Delta IL</SelectItem>
<SelectItem value="Others">Others</SelectItem>
</SelectContent>
</Select>
<Label className="flex items-center">Service Date</Label>
<Popover
open={serviceDateOpen}
onOpenChange={setServiceDateOpen}
>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-[140px] justify-start text-left font-normal mr-4"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{form.serviceDate}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto">
<Calendar
mode="single"
selected={serviceDateValue}
onSelect={(date) => { onServiceDateChange(date); }}
onClose={() => setServiceDateOpen(false)}
/>
</PopoverContent>
</Popover>
<Label className="flex items-center ml-2">
Rendering Provider
</Label>
<Select
value={form.npiProvider?.npiNumber || ""}
onValueChange={(npiNumber) => {
const selected = npiProviders.find(
(p) => p.npiNumber === npiNumber,
);
if (!selected) return;
setForm((prev) => ({
...prev,
npiProvider: {
npiNumber: selected.npiNumber,
providerName: selected.providerName,
},
}));
}}
>
<SelectTrigger className="w-56">
<SelectValue placeholder="Select NPI Provider" />
</SelectTrigger>
<SelectContent>
{npiProviders.map((p) => (
<SelectItem key={p.id} value={p.npiNumber}>
{p.npiNumber} {p.providerName}
</SelectItem>
))}
</SelectContent>
</Select>
<Button
className="ml-4"
variant="success"
onClick={onMapPrice}
>
Map Price
</Button>
</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) => {
if (directSubmitEnabled) {
applyComboAndThenMH(comboKey as any);
} else {
setForm((prev) => {
const next = applyComboToForm(
prev,
comboKey as any,
patient?.dateOfBirth ?? "",
{ replaceAll: false, lineDate: prev.serviceDate },
prev.insuranceSiteKey,
);
setTimeout(() => scrollToLine(0), 0);
return next;
});
}
}}
/>
</div>
{/* Header */}
<div className="grid grid-cols-[1.5fr,0.5fr,1fr,1fr,1fr,1fr,1fr,0.5fr,1fr,1fr] gap-1 mb-2 mt-10 font-medium text-sm text-gray-700 items-center">
<div className="grid grid-cols-[auto,1fr] items-center gap-2">
<span />
<span className="pl-8">Procedure Code</span>
</div>
<span className="justify-self-center">Info</span>
<span>Procedure Date</span>
<span>Tooth Number</span>
<span>Tooth Surface</span>
<span>Quad</span>
<span>Arch</span>
<span>Qty</span>
<span>Auth No.</span>
<span>Billed Amount</span>
</div>
{/* Dynamic Rows */}
{form.serviceLines.map((line, i) => {
const raw = line.procedureCode || "";
const code = raw.trim();
const desc = code
? getDescriptionForCode(code) || "No description available"
: "Enter a procedure code";
return (
<div
key={i}
ref={(el) => {
rowRefs.current[i] = el;
if (!el) rowRefs.current.splice(i, 1);
}}
className="scroll-mt-28 grid grid-cols-[1.5fr,0.5fr,1fr,1fr,1fr,1fr,1fr,0.5fr,1fr,1fr] gap-1 mb-2 items-center"
>
<div className="grid grid-cols-[auto,1fr] items-center gap-2">
<button
type="button"
onClick={() =>
setForm((prev) => {
const next = {
...prev,
serviceLines: [...prev.serviceLines],
};
next.serviceLines.splice(i, 1);
return next;
})
}
className="p-1 rounded hover:bg-red-50"
>
<Trash2 className="h-4 w-4 text-red-500 hover:text-red-700" />
</button>
<Input
placeholder="eg. D0120"
value={line.procedureCode}
onChange={(e) =>
updateServiceLine(
i,
"procedureCode",
e.target.value.toUpperCase(),
)
}
/>
</div>
<div className="flex justify-center">
<Tooltip>
<TooltipTrigger asChild>
<HelpCircle className="h-4 w-4 text-gray-400 hover:text-gray-600 cursor-help" />
</TooltipTrigger>
<TooltipContent>
<div className="text-sm">{desc}</div>
</TooltipContent>
</Tooltip>
</div>
<Popover
open={openProcedureDateIndex === i}
onOpenChange={(open) =>
setOpenProcedureDateIndex(open ? i : null)
}
>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full text-left font-normal"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{line.procedureDate || "Pick Date"}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto">
<Calendar
mode="single"
selected={
line.procedureDate
? new Date(line.procedureDate)
: undefined
}
onSelect={(date) => updateProcedureDate(i, date)}
onClose={() => setOpenProcedureDateIndex(null)}
/>
</PopoverContent>
</Popover>
<Input
placeholder="eg. 14"
value={line.toothNumber}
onChange={(e) =>
updateServiceLine(i, "toothNumber", e.target.value)
}
/>
<Input
placeholder="eg. B,D,F,I,L,M,O (comma-separated)"
value={line.toothSurface}
onChange={(e) => {
const typed = normalizeToothSurface(e.target.value);
updateServiceLine(i, "toothSurface", typed);
}}
/>
<Select
value={line.quad ?? ""}
onValueChange={(value) =>
updateServiceLine(i, "quad", value)
}
>
<SelectTrigger className="w-full">
<SelectValue placeholder="Quad" />
</SelectTrigger>
<SelectContent>
<SelectItem value="UL">UL</SelectItem>
<SelectItem value="LL">LL</SelectItem>
<SelectItem value="UR">UR</SelectItem>
<SelectItem value="LR">LR</SelectItem>
</SelectContent>
</Select>
<Select
value={line.arch ?? ""}
onValueChange={(value) =>
updateServiceLine(i, "arch", value)
}
>
<SelectTrigger className="w-full">
<SelectValue placeholder="Arch" />
</SelectTrigger>
<SelectContent>
<SelectItem value="Mandible">Mandible</SelectItem>
<SelectItem value="Maxilla">Maxilla</SelectItem>
</SelectContent>
</Select>
<Input
type="number"
placeholder="Qty"
value={line.quantity ?? ""}
onChange={(e) =>
updateServiceLine(i, "quantity", e.target.value)
}
/>
<Input
placeholder="Quad"
value={line.quad}
onChange={(e) =>
updateServiceLine(i, "quad", e.target.value)
}
/>
<Input
type="number"
step="0.01"
placeholder="$0.00"
value={
line.totalBilled?.toNumber() === 0
? ""
: line.totalBilled?.toNumber()
}
onChange={(e) => {
updateServiceLine(i, "totalBilled", e.target.value);
}}
onBlur={(e) => {
const val = parseFloat(e.target.value);
const rounded = Math.round(val * 100) / 100;
updateServiceLine(
i,
"totalBilled",
isNaN(rounded) ? 0 : rounded,
);
}}
/>
</div>
);
})}
<Button
className="mt-2"
variant="outline"
onClick={() =>
setForm((prev) => ({
...prev,
serviceLines: [
...prev.serviceLines,
{
procedureCode: "",
procedureDate: serviceDate,
quad: "",
arch: "",
toothNumber: "",
toothSurface: "",
totalBilled: new Decimal(0),
totalAdjusted: new Decimal(0),
totalPaid: new Decimal(0),
},
],
}))
}
>
+ Add Service Line
</Button>
<RegularComboButtons
onRegularCombo={(comboKey) => {
setForm((prev) => {
const next = applyComboToForm(
prev,
comboKey as any,
patient?.dateOfBirth ?? "",
{ replaceAll: false, lineDate: prev.serviceDate },
);
setTimeout(() => scrollToLine(0), 0);
return next;
});
}}
/>
</div>
{/* File Upload Section */}
<h3 className="text-xl pt-8 font-semibold text-center">
File Upload
</h3>
<div className="mt-4 bg-gray-100 p-4 rounded-md space-y-4">
<p className="text-sm text-gray-500">
You can upload up to 10 files. Allowed types: PDF, JPG, PNG, WEBP.
</p>
<MultipleFileUploadZone
ref={uploadZoneRef}
onFilesChange={handleFilesChange}
isUploading={isUploading}
acceptedFileTypes="application/pdf,image/jpeg,image/jpg,image/png,image/webp"
maxFiles={10}
/>
{form.uploadedFiles.length > 0 && (
<ul className="text-sm text-gray-700 list-disc ml-6">
{form.uploadedFiles.map((file, index) => (
<li key={index}>{file.name}</li>
))}
</ul>
)}
</div>
{/* Missing Teeth */}
<div className="mt-8 pt-8 space-y-4">
<h3 className="text-xl font-semibold text-center">Missing Teeth</h3>
<div className="flex flex-wrap gap-2 items-center justify-center">
<Label className="mr-2">Status</Label>
<Button
type="button"
variant={form.missingTeethStatus === "No_missing" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("No_missing")}
aria-pressed={form.missingTeethStatus === "No_missing"}
>
No Missing
</Button>
<Button
type="button"
variant={form.missingTeethStatus === "endentulous" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("endentulous")}
aria-pressed={form.missingTeethStatus === "endentulous"}
>
Edentulous
</Button>
<Button
type="button"
variant={form.missingTeethStatus === "Yes_missing" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("Yes_missing")}
aria-pressed={form.missingTeethStatus === "Yes_missing"}
>
Specify Missing
</Button>
{form.missingTeethStatus === "Yes_missing" && (
<Button type="button" variant="outline" onClick={clearAllToothSelections}>
Clear All
</Button>
)}
</div>
{form.missingTeethStatus === "Yes_missing" && (
<MissingTeethSimple
value={form.missingTeeth}
onChange={(next) =>
setForm((prev) => ({ ...prev, missingTeeth: next }))
}
/>
)}
</div>
{/* Remarks */}
<div className="mt-8 pt-8 space-y-4">
<h3 className="text-xl font-semibold text-center">Remarks</h3>
<RemarksField
value={form.remarks}
onChange={(next) =>
setForm((prev) => ({ ...prev, remarks: next }))
}
/>
</div>
{/* Insurance Carriers */}
<div className="pt-6">
<h3 className="text-xl font-semibold mb-4 text-center">
{proceduresOnly ? "Save Procedures" : "Insurance Carriers"}
</h3>
{proceduresOnly ? (
<div className="flex justify-center gap-3">
<Button className="w-40" variant="default" onClick={handleProceduresSave}>
Save Procedures
</Button>
<Button className="w-40" variant="secondary" onClick={handleProceduresUpdate}>
Update &amp; Resubmit
</Button>
<Button className="w-28" variant="destructive" onClick={handleProceduresVoid}>
Void
</Button>
</div>
) : (
<div className="flex flex-wrap gap-2 justify-center">
<Button
className="w-32 bg-blue-600 hover:bg-blue-700 text-white"
onClick={() => handleMHSubmit()}
>
MH Claim
</Button>
<Button
className="w-32 bg-blue-600 hover:bg-blue-700 text-white"
onClick={handleCCAClaim}
>
CCA Claim
</Button>
<Button className="w-36" variant="outline">
Delta MA Claim
</Button>
<Button className="w-44" variant="outline">
United/DentalHub Claim
</Button>
<Button className="w-32" variant="outline">
Tufts Claim
</Button>
<Button
className="w-36 bg-emerald-600 hover:bg-emerald-700 text-white"
onClick={handleClaimSaved}
>
Claim Saved
</Button>
</div>
)}
</div>
</div>
</TabsContent>
{/* ── PreAuth Tab ── */}
<TabsContent value="preauth">
<div className="space-y-6">
{/* Patient Information */}
<div className="grid grid-cols-4 gap-4">
<div>
<Label htmlFor="pa-memberId">Member ID</Label>
<Input
id="pa-memberId"
value={form.memberId}
onChange={(e) => {
setForm({ ...form, memberId: e.target.value });
updatePatientField("insuranceId", e.target.value);
}}
/>
</div>
<div>
<Label htmlFor="pa-dateOfBirth">Date Of Birth</Label>
<DateInput
value={
form.dateOfBirth ? parseLocalDate(form.dateOfBirth) : null
}
onChange={(date: Date | null) => {
const formatted = date ? formatLocalDate(date) : "";
setForm((prev) => ({ ...prev, dateOfBirth: formatted }));
updatePatientField("dateOfBirth", formatted);
}}
disableFuture
/>
</div>
<div>
<Label htmlFor="pa-firstName">First Name</Label>
<Input
id="pa-firstName"
value={patient?.firstName || ""}
onChange={(e) => {
updatePatientField("firstName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${e.target.value} ${patient?.lastName || ""}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
<div>
<Label htmlFor="pa-lastName">Last Name</Label>
<Input
id="pa-lastName"
value={patient?.lastName || ""}
onChange={(e) => {
updatePatientField("lastName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${patient?.firstName || ""} ${e.target.value}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
</div>
{/* Service Lines */}
<div>
<h3 className="text-xl font-semibold mb-2 text-center">
Service Lines
</h3>
<div className="flex flex-col gap-2">
<div className="flex justify-end items-center mb-4">
<div className="flex gap-2">
<Label className="flex items-center">Insurance Type</Label>
<Select
value={form.insuranceSiteKey || ""}
onValueChange={(val) =>
setForm((prev) => ({ ...prev, insuranceSiteKey: val }))
}
>
<SelectTrigger className="w-44 mr-4">
<SelectValue placeholder="Select Insurance" />
</SelectTrigger>
<SelectContent>
<SelectItem value="MH">MassHealth</SelectItem>
<SelectItem value="CCA">CCA</SelectItem>
<SelectItem value="DDMA">DDMA</SelectItem>
<SelectItem value="DeltaIns">Delta Ins</SelectItem>
<SelectItem value="TuftsSCO">Tufts SCO</SelectItem>
<SelectItem value="UnitedSCO">United SCO</SelectItem>
<SelectItem value="CMSP">CMSP</SelectItem>
<SelectItem value="BCBS">BCBS</SelectItem>
<SelectItem value="UnitedAAPR">United AAPR</SelectItem>
<SelectItem value="Aetna">Aetna</SelectItem>
<SelectItem value="Altus">Altus</SelectItem>
<SelectItem value="MetlifeDental">Metlife Dental</SelectItem>
<SelectItem value="Cigna">Cigna</SelectItem>
<SelectItem value="DeltaWA">Delta WA</SelectItem>
<SelectItem value="DeltaIL">Delta IL</SelectItem>
<SelectItem value="Others">Others</SelectItem>
</SelectContent>
</Select>
<Label className="flex items-center">Tentative Service Date</Label>
<Popover
open={serviceDateOpen}
onOpenChange={setServiceDateOpen}
>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-[140px] justify-start text-left font-normal mr-4"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{form.serviceDate}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto">
<Calendar
mode="single"
selected={serviceDateValue}
onSelect={(date) => { onServiceDateChange(date); }}
onClose={() => setServiceDateOpen(false)}
/>
</PopoverContent>
</Popover>
<Label className="flex items-center ml-2">
Rendering Provider
</Label>
<Select
value={form.npiProvider?.npiNumber || ""}
onValueChange={(npiNumber) => {
const selected = npiProviders.find(
(p) => p.npiNumber === npiNumber,
);
if (!selected) return;
setForm((prev) => ({
...prev,
npiProvider: {
npiNumber: selected.npiNumber,
providerName: selected.providerName,
},
}));
}}
>
<SelectTrigger className="w-56">
<SelectValue placeholder="Select NPI Provider" />
</SelectTrigger>
<SelectContent>
{npiProviders.map((p) => (
<SelectItem key={p.id} value={p.npiNumber}>
{p.npiNumber} {p.providerName}
</SelectItem>
))}
</SelectContent>
</Select>
<Button
className="ml-4"
variant="success"
onClick={onMapPrice}
>
Map Price
</Button>
</div>
</div>
</div>
{/* Header */}
<div className="grid grid-cols-[1.5fr,0.5fr,1fr,1fr,1fr,1fr,1fr,0.5fr,1fr,1fr] gap-1 mb-2 mt-10 font-medium text-sm text-gray-700 items-center">
<div className="grid grid-cols-[auto,1fr] items-center gap-2">
<span />
<span className="pl-8">Procedure Code</span>
</div>
<span className="justify-self-center">Info</span>
<span>Procedure Date</span>
<span>Tooth Number</span>
<span>Tooth Surface</span>
<span>Quad</span>
<span>Arch</span>
<span>Qty</span>
<span>Auth No.</span>
<span>Billed Amount</span>
</div>
{/* Dynamic Rows */}
{form.serviceLines.map((line, i) => {
const raw = line.procedureCode || "";
const code = raw.trim();
const desc = code
? getDescriptionForCode(code) || "No description available"
: "Enter a procedure code";
return (
<div
key={i}
ref={(el) => {
rowRefs.current[i] = el;
if (!el) rowRefs.current.splice(i, 1);
}}
className="scroll-mt-28 grid grid-cols-[1.5fr,0.5fr,1fr,1fr,1fr,1fr,1fr,0.5fr,1fr,1fr] gap-1 mb-2 items-center"
>
<div className="grid grid-cols-[auto,1fr] items-center gap-2">
<button
type="button"
onClick={() =>
setForm((prev) => {
const next = {
...prev,
serviceLines: [...prev.serviceLines],
};
next.serviceLines.splice(i, 1);
return next;
})
}
className="p-1 rounded hover:bg-red-50"
>
<Trash2 className="h-4 w-4 text-red-500 hover:text-red-700" />
</button>
<Input
placeholder="eg. D0120"
value={line.procedureCode}
onChange={(e) =>
updateServiceLine(
i,
"procedureCode",
e.target.value.toUpperCase(),
)
}
/>
</div>
<div className="flex justify-center">
<Tooltip>
<TooltipTrigger asChild>
<HelpCircle className="h-4 w-4 text-gray-400 hover:text-gray-600 cursor-help" />
</TooltipTrigger>
<TooltipContent>
<div className="text-sm">{desc}</div>
</TooltipContent>
</Tooltip>
</div>
<Popover
open={openProcedureDateIndex === i}
onOpenChange={(open) =>
setOpenProcedureDateIndex(open ? i : null)
}
>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full text-left font-normal"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{line.procedureDate || "Pick Date"}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto">
<Calendar
mode="single"
selected={
line.procedureDate
? new Date(line.procedureDate)
: undefined
}
onSelect={(date) => updateProcedureDate(i, date)}
onClose={() => setOpenProcedureDateIndex(null)}
/>
</PopoverContent>
</Popover>
<Input
placeholder="eg. 14"
value={line.toothNumber}
onChange={(e) =>
updateServiceLine(i, "toothNumber", e.target.value)
}
/>
<Input
placeholder="eg. B,D,F,I,L,M,O (comma-separated)"
value={line.toothSurface}
onChange={(e) => {
const typed = normalizeToothSurface(e.target.value);
updateServiceLine(i, "toothSurface", typed);
}}
/>
<Select
value={line.quad ?? ""}
onValueChange={(value) =>
updateServiceLine(i, "quad", value)
}
>
<SelectTrigger className="w-full">
<SelectValue placeholder="Quad" />
</SelectTrigger>
<SelectContent>
<SelectItem value="UL">UL</SelectItem>
<SelectItem value="LL">LL</SelectItem>
<SelectItem value="UR">UR</SelectItem>
<SelectItem value="LR">LR</SelectItem>
</SelectContent>
</Select>
<Select
value={line.arch ?? ""}
onValueChange={(value) =>
updateServiceLine(i, "arch", value)
}
>
<SelectTrigger className="w-full">
<SelectValue placeholder="Arch" />
</SelectTrigger>
<SelectContent>
<SelectItem value="Mandible">Mandible</SelectItem>
<SelectItem value="Maxilla">Maxilla</SelectItem>
</SelectContent>
</Select>
<Input
type="number"
placeholder="Qty"
value={line.quantity ?? ""}
onChange={(e) =>
updateServiceLine(i, "quantity", e.target.value)
}
/>
<Input
placeholder="Quad"
value={line.quad}
onChange={(e) =>
updateServiceLine(i, "quad", e.target.value)
}
/>
<Input
type="number"
step="0.01"
placeholder="$0.00"
value={
line.totalBilled?.toNumber() === 0
? ""
: line.totalBilled?.toNumber()
}
onChange={(e) => {
updateServiceLine(i, "totalBilled", e.target.value);
}}
onBlur={(e) => {
const val = parseFloat(e.target.value);
const rounded = Math.round(val * 100) / 100;
updateServiceLine(
i,
"totalBilled",
isNaN(rounded) ? 0 : rounded,
);
}}
/>
</div>
);
})}
<Button
className="mt-2"
variant="outline"
onClick={() =>
setForm((prev) => ({
...prev,
serviceLines: [
...prev.serviceLines,
{
procedureCode: "",
procedureDate: serviceDate,
quad: "",
arch: "",
toothNumber: "",
toothSurface: "",
totalBilled: new Decimal(0),
totalAdjusted: new Decimal(0),
totalPaid: new Decimal(0),
},
],
}))
}
>
+ Add Service Line
</Button>
<RegularComboButtons
excludeCategories={[
"Recalls & New Patients",
"Composite Fillings (Front)",
"Composite Fillings (Back)",
"Pedo",
]}
excludeIds={["simpleExtraction", "babyTeethExtraction"]}
onRegularCombo={(comboKey) => {
setForm((prev) => {
const next = applyComboToForm(
prev,
comboKey as any,
patient?.dateOfBirth ?? "",
{ replaceAll: false, lineDate: prev.serviceDate },
);
setTimeout(() => scrollToLine(0), 0);
return next;
});
}}
/>
</div>
{/* File Upload Section */}
<h3 className="text-xl pt-8 font-semibold text-center">
File Upload
</h3>
<div className="mt-4 bg-gray-100 p-4 rounded-md space-y-4">
<p className="text-sm text-gray-500">
You can upload up to 10 files. Allowed types: PDF, JPG, PNG, WEBP.
</p>
<MultipleFileUploadZone
ref={uploadZoneRef}
onFilesChange={handleFilesChange}
isUploading={isUploading}
acceptedFileTypes="application/pdf,image/jpeg,image/jpg,image/png,image/webp"
maxFiles={10}
/>
{form.uploadedFiles.length > 0 && (
<ul className="text-sm text-gray-700 list-disc ml-6">
{form.uploadedFiles.map((file, index) => (
<li key={index}>{file.name}</li>
))}
</ul>
)}
</div>
{/* Missing Teeth */}
<div className="mt-8 pt-8 space-y-4">
<h3 className="text-xl font-semibold text-center">Missing Teeth</h3>
<div className="flex flex-wrap gap-2 items-center justify-center">
<Label className="mr-2">Status</Label>
<Button
type="button"
variant={form.missingTeethStatus === "No_missing" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("No_missing")}
aria-pressed={form.missingTeethStatus === "No_missing"}
>
No Missing
</Button>
<Button
type="button"
variant={form.missingTeethStatus === "endentulous" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("endentulous")}
aria-pressed={form.missingTeethStatus === "endentulous"}
>
Edentulous
</Button>
<Button
type="button"
variant={form.missingTeethStatus === "Yes_missing" ? "default" : "outline"}
onClick={() => setMissingTeethStatus("Yes_missing")}
aria-pressed={form.missingTeethStatus === "Yes_missing"}
>
Specify Missing
</Button>
{form.missingTeethStatus === "Yes_missing" && (
<Button type="button" variant="outline" onClick={clearAllToothSelections}>
Clear All
</Button>
)}
</div>
{form.missingTeethStatus === "Yes_missing" && (
<MissingTeethSimple
value={form.missingTeeth}
onChange={(next) =>
setForm((prev) => ({ ...prev, missingTeeth: next }))
}
/>
)}
</div>
{/* Remarks */}
<div className="mt-8 pt-8 space-y-4">
<h3 className="text-xl font-semibold text-center">Remarks</h3>
<RemarksField
value={form.remarks}
onChange={(next) =>
setForm((prev) => ({ ...prev, remarks: next }))
}
/>
</div>
{/* PreAuth Buttons */}
<div className="pt-6">
<h3 className="text-xl font-semibold mb-4 text-center">
PreAuth
</h3>
<div className="flex flex-wrap gap-2 justify-center">
<Button
className="w-32 bg-blue-600 hover:bg-blue-700 text-white"
onClick={() => handleMHPreAuth()}
>
MH PreAuth
</Button>
<Button
className="w-32 bg-blue-600 hover:bg-blue-700 text-white"
onClick={handleCCAPreAuth}
>
CCA PreAuth
</Button>
<Button
className="w-44"
variant="secondary"
>
United/DentalHub PreAuth
</Button>
<Button
className="w-32"
variant="secondary"
>
Tufts PreAuth
</Button>
</div>
</div>
</div>
</TabsContent>
</CardContent>
</Tabs>
</Card>
</div>
);
}