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feat: United/DentalHub claim submission automation and patient list sync

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- Add full Selenium automation for United/DentalHub claim submission
  (steps 1-8: login, OTP, patient search, practitioner page, code entry,
  other coverage No, attachments, submit, Status & History PDF)
- Consolidate UnitedDH siteKey to UNITED_SCO throughout app
- Fix procedure date overwrite with Ctrl+A+Delete before typing service date
- Fix OTP popup reliability: emit every poll (no throttle)
- Fix Chrome session persistence: only clear cookies on startup
- Add touchPatient() to storage: claim submission now pushes patient to
  top of list across eligibility, claims, and documents pages

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-25 00:29:04 -04:00
parent cd1381e9c6
commit 1e581c193c
14 changed files with 2100 additions and 95 deletions
Download Patch File Download Diff File Expand all files Collapse all files

170
apps/Frontend/src/components/claims/claim-form.tsx
View File

@@ -90,6 +90,8 @@ interface ClaimFormProps {
onHandleForCCASeleniumClaim: (data: ClaimFormData) => void;
onHandleForCCASeleniumPreAuth: (data: ClaimPreAuthData) => void;
onHandleForDDMASeleniumClaim: (data: ClaimFormData) => void;
onHandleForUnitedDHSeleniumClaim: (data: ClaimFormData) => void;
onHandleForTuftsSCOSeleniumClaim: (data: ClaimFormData) => void;
onClose: () => void;
}
@@ -105,6 +107,8 @@ export function ClaimForm({
onHandleForCCASeleniumClaim,
onHandleForCCASeleniumPreAuth,
onHandleForDDMASeleniumClaim,
onHandleForUnitedDHSeleniumClaim,
onHandleForTuftsSCOSeleniumClaim,
onSubmit,
onClose,
}: ClaimFormProps) {
@@ -618,7 +622,7 @@ export function ClaimForm({
if (p.includes("ddma") || p.includes("delta dental ma")) 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("united") && p.includes("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";
@@ -1070,6 +1074,160 @@ export function ClaimForm({
onClose();
};
// United/DentalHub Claim: saves to DB then submits via Selenium
const handleUnitedDHClaim = 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;
}
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?.length
? await uploadAttachmentsToLocalFolder(uploadedFiles)
: [];
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,
insuranceProvider: "United/DentalHub",
appointmentId: appointmentIdToUse!,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
onHandleForUnitedDHSeleniumClaim({
...form,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "United/DentalHub",
appointmentId: appointmentIdToUse!,
insuranceSiteKey: "UNITED_SCO",
claimId: createdClaim.id,
claimFiles: claimFilesMeta,
});
onClose();
};
// Tufts SCO Claim: saves to DB then submits via Selenium
const handleTuftsSCOClaim = 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;
}
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?.length
? await uploadAttachmentsToLocalFolder(uploadedFiles)
: [];
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,
insuranceProvider: "Tufts SCO",
appointmentId: appointmentIdToUse!,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
onHandleForTuftsSCOSeleniumClaim({
...form,
serviceLines: filteredServiceLines,
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "Tufts SCO",
appointmentId: appointmentIdToUse!,
insuranceSiteKey: "TuftsSCO",
claimId: createdClaim.id,
claimFiles: claimFilesMeta,
});
onClose();
};
const handleCCAPreAuth = async () => {
const missingFields: string[] = [];
if (!form.memberId?.trim()) missingFields.push("Member ID");
@@ -2007,10 +2165,16 @@ export function ClaimForm({
>
Delta MA Claim
</Button>
<Button className="w-44" variant="outline">
<Button
className="w-44 bg-orange-600 hover:bg-orange-700 text-white"
onClick={() => runWithPriceCheck(handleUnitedDHClaim)}
>
United/DentalHub Claim
</Button>
<Button className="w-32" variant="outline">
<Button
className="w-32 bg-teal-600 hover:bg-teal-700 text-white"
onClick={() => runWithPriceCheck(handleTuftsSCOClaim)}
>
Tufts Claim
</Button>
<Button

2
apps/Frontend/src/components/settings/InsuranceCredForm.tsx
View File

@@ -20,7 +20,7 @@ const SITE_KEY_OPTIONS = [
{ value: "DDMA", label: "Delta Dental MA (DDMA)" },
{ value: "DELTAINS", label: "Delta Dental Ins (DELTAINS)" },
{ value: "TUFTS_SCO", label: "Tufts SCO (TUFTS_SCO)" },
{ value: "UNITED_SCO", label: "United SCO (UNITED_SCO)" },
{ value: "UNITED_SCO", label: "United SCO / DentalHub (UNITED_SCO)" },
{ value: "CCA", label: "CCA (CCA)" },
];