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fix: remove auto appointment creation from claim submission

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Claims no longer auto-create a schedule appointment when submitted — appointmentId is now optional.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
2026-06-17 22:54:17 -04:00
parent 8e011c5a29
commit 7f19e38fc1
4 changed files with 26 additions and 218 deletions
Download Patch File Download Diff File Expand all files Collapse all files

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

@@ -39,12 +39,10 @@ import {
ClaimFormData,
ClaimPreAuthData,
InputServiceLine,
InsertAppointment,
MissingTeethStatus,
NpiProvider,
Patient,
Staff,
UpdateAppointment,
UpdatePatient,
} from "@repo/db/types";
import { Decimal } from "decimal.js";
@@ -89,9 +87,6 @@ interface ClaimFormProps {
/** 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;
@@ -114,7 +109,6 @@ export function ClaimForm({
initialTab,
autoSubmitPreauth,
proceduresOnly = false,
onHandleAppointmentSubmit,
onHandleUpdatePatient,
onHandleForMHSeleniumClaim,
onHandleForMHSeleniumClaimPreAuth,
@@ -952,28 +946,7 @@ export function ClaimForm({
return;
}
// 1. Create or update appointment
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const appointmentData = {
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
};
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 appointmentIdToUse = appointmentId;
// 3. Create Claim(if not)
// Filter out empty service lines (empty procedureCode)
@@ -999,7 +972,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId: patientId,
insuranceProvider: "MassHealth",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
@@ -1013,7 +986,7 @@ export function ClaimForm({
npiProvider: f.npiProvider,
patientId: patientId,
insuranceProvider: "Mass Health",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
insuranceSiteKey: "MH",
claimId: createdClaim.id,
});
@@ -1112,25 +1085,7 @@ export function ClaimForm({
return;
}
// Create appointment if needed
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
} else if (created && typeof (created as any).id === "number") {
appointmentIdToUse = (created as any).id;
}
}
const appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((file) => ({
@@ -1149,7 +1104,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "CCA",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
@@ -1161,7 +1116,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "CCA",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
insuranceSiteKey: "CCA",
claimId: createdClaim.id,
});
@@ -1197,24 +1152,7 @@ export function ClaimForm({
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
} else if (created && typeof (created as any).id === "number") {
appointmentIdToUse = (created as any).id;
}
}
const appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
@@ -1233,7 +1171,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "Delta Dental MA",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
@@ -1244,7 +1182,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "Delta Dental MA",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
insuranceSiteKey: "DDMA",
claimId: createdClaim.id,
claimFiles: claimFilesMeta,
@@ -1281,24 +1219,7 @@ export function ClaimForm({
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
} else if (created && typeof (created as any).id === "number") {
appointmentIdToUse = (created as any).id;
}
}
const appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
@@ -1316,7 +1237,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "United/DentalHub",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
@@ -1327,7 +1248,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "United/DentalHub",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
insuranceSiteKey: "UNITED_SCO",
claimId: createdClaim.id,
claimFiles: claimFilesMeta,
@@ -1364,24 +1285,7 @@ export function ClaimForm({
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
} else if (created && typeof (created as any).id === "number") {
appointmentIdToUse = (created as any).id;
}
}
const appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
@@ -1401,7 +1305,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "Tufts SCO",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});
@@ -1420,7 +1324,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId,
insuranceProvider: "Tufts SCO",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
insuranceSiteKey: "TuftsSCO",
claimId: createdClaim.id,
claimFiles: claimFilesMeta,
@@ -1650,26 +1554,7 @@ export function ClaimForm({
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const appointmentData = {
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
};
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 appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToSave } = form;
@@ -1689,7 +1574,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId: patientId,
insuranceProvider: "MassHealth",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
isDraft: true,
@@ -1806,24 +1691,7 @@ export function ClaimForm({
return;
}
let appointmentIdToUse = appointmentId;
if (appointmentIdToUse == null) {
const created = await onHandleAppointmentSubmit({
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
} else if (created && typeof (created as any).id === "number") {
appointmentIdToUse = (created as any).id;
}
}
const appointmentIdToUse = appointmentId;
const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
@@ -1842,7 +1710,7 @@ export function ClaimForm({
staffId: appointmentStaffId ?? Number(staff?.id),
patientId: patientId,
insuranceProvider: patient?.insuranceProvider || "MassHealth",
appointmentId: appointmentIdToUse!,
appointmentId: appointmentIdToUse,
claimFiles: claimFilesMeta,
...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
});