feat: chatbot CDT lookup — SRP quad, 4-digit auto-prefix, quad field to Selenium

- parseSrpCode: recognize "D4341 UL" / "4341 LR" etc., store quadrant in quad field
- matchOne: auto-prefix D for 4-digit inputs like "0120" → D0120
- LLM prompt: keep SRP code and quadrant together as one procedureName entry
- CdtMatch / CdtResult: add quad field, thread through matchedCodes action data
- claim-form.tsx: include quad in chatbot_claim_prefill type and spread to service line
- selenium_claimSubmitWorker.py: pass quad to fill_service_line, select quadrant
  dropdown by index (UR=1, UL=2, LL=3, LR=4) matching MassHealth form structure

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/Backend/src/ai/cdt-lookup.ts

@@ -19,6 +19,7 @@ interface CdtMatch {
   input: string;
   toothNumber?: string;
   toothSurface?: string;
+  quad?: string;
 }
 
 // Load once at module init
@@ -284,6 +285,21 @@ function parseCompositeCode(input: string): CdtMatch | null {
   return { code, description: row?.Description ?? code, input, toothNumber: String(toothNum), toothSurface: surfaces.toUpperCase() };
 }
 
+/**
+ * Parse SRP code with quadrant: "D4341 UL", "4341 LR", "D4342 UR", etc.
+ * UL/UR/LL/LR only appear with D4341 or D4342.
+ */
+function parseSrpCode(input: string): CdtMatch | null {
+  const m = input.trim().match(/^(D?4341|D?4342)\s+(UL|UR|LL|LR)$/i);
+  if (!m) return null;
+  const base = m[1]!.toUpperCase();
+  const codeStr = base.startsWith("D") ? base : "D" + base;
+  const quadrant = m[2]!.toUpperCase();
+  const row = ALL_CODES.find((r) => r["Procedure Code"].toUpperCase() === codeStr);
+  if (!row) return null;
+  return { code: codeStr, description: row.Description, input, quad: quadrant };
+}
+
 /**
  * Parse RCT/root-canal notation like "rct #29", "#14 rct", "root canal #6".
  * Returns D3310 (anterior), D3320 (premolar), or D3330 (molar) based on tooth number.
@@ -352,6 +368,14 @@ function matchOne(input: string): CdtMatch | null {
     return { code, description: row?.Description ?? code, input };
   }
 
+  // 4-digit shorthand: auto-prefix "D" (e.g. "0120" → "D0120")
+  if (/^\d{4}$/.test(cleaned)) {
+    const withD = "D" + cleaned;
+    const row = ALL_CODES.find((r) => r["Procedure Code"].toUpperCase() === withD.toUpperCase());
+    const code = row?.["Procedure Code"] ?? withD.toUpperCase();
+    return { code, description: row?.Description ?? code, input };
+  }
+
   // Apply alias before tokenizing
   const normalized = ALIAS_MAP[cleaned] ?? cleaned;
   const queryTokens = normalized
@@ -420,6 +444,10 @@ export function lookupCdtCodes(
     const rctMatch = parseRctCode(name);
     if (rctMatch) return rctMatch;
 
+    // 2c. SRP + quadrant — D4341/D4342 with UL/UR/LL/LR
+    const srpMatch = parseSrpCode(name);
+    if (srpMatch) return srpMatch;
+
     // 3. Hardcoded direct code map (short abbreviations / codes not in MH schedule)
     const directKey = DIRECT_CODE_MAP[cleaned] ? cleaned : DIRECT_CODE_MAP[strippedCleaned] ? strippedCleaned : null;
     if (directKey) {

apps/Backend/src/ai/internal-chat-graph.ts

@@ -101,6 +101,8 @@ Rules:
   e.g. "composite #29 O", "#8 MO", "composite #11 MOD" — keep the #number and surface letters together as one entry
 - For RCT/root canal with a tooth number, preserve the tooth# in the entry:
   e.g. "rct #29", "#14 root canal", "rct #6" — keep the #number with the procedure so the correct code can be selected
+- For SRP with a quadrant abbreviation (UL, UR, LL, LR), keep the code and quadrant together as one entry:
+  e.g. "D4341 UL", "4341 LR", "D4342 UR" — the quadrant always travels with the SRP code
 - For multiple PA X-rays with tooth numbers, expand each PA into its own entry:
   "1 pa, #T" for the first tooth, "2nd pa, #T" for each additional tooth
   e.g. "2 PA (#30, 15)" → ["1 pa, #30", "2nd pa, #15"]

apps/Backend/src/ai/internal-chat-workflow.ts

@@ -35,6 +35,7 @@ export interface CdtResult {
   input: string;
   toothNumber?: string;
   toothSurface?: string;
+  quad?: string;
 }
 
 export interface ChatResponse {
@@ -467,8 +468,9 @@ async function handleCheckAndClaim(
       siteKey,
       autoCheck: siteKeyToAutoCheck(siteKey),
       cdtResults,
-      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface })),
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
       serviceDate: c.appointmentDate ?? null,
+      renderingProvider: c.renderingProvider ?? null,
     },
   };
 }
@@ -550,7 +552,7 @@ async function handleClaimOnly(
           actionData: {
             patient,
             siteKey: resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH",
-            matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface })),
+            matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
             options: [
               { label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: isoUTC(sorted[0]) },
               { label: fmtUTC(sorted[1]), appointmentId: sorted[1].id, serviceDate: isoUTC(sorted[1]) },
@@ -593,7 +595,7 @@ async function handleClaimOnly(
       siteKey,
       serviceDate,
       appointmentId,
-      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface })),
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
       renderingProvider: c.renderingProvider ?? null,
     },
   };

apps/Backend/src/routes/claims.ts

@@ -825,6 +825,7 @@ router.post(
                 insuranceSiteKey: "DDMA",
                 massddmaUsername: credentials.username,
                 massddmaPassword: credentials.password,
+                providerName: resolvedNpiProvider?.providerName ?? "",
               },
             };
             jobId = enqueueSeleniumJob({

apps/Backend/src/routes/insuranceStatusDDMAClaim.ts

@@ -40,16 +40,20 @@ router.post("/ddma-claim", async (req: Request, res: Response): Promise<any> =>
       });
     }
 
-    // Fetch NPI providers to pick the target provider on the DDMA portal
+    // Use provider from the claim form if set; fall back to Provider #1 (default)
     const npiProviders = await storage.getNpiProvidersByUser(req.user.id);
-    const primaryProvider = npiProviders[0]; // sorted by sortOrder asc, then id asc
+    const primaryProvider = npiProviders[0];
+    const providerName =
+      (claimData.npiProvider?.providerName as string | undefined)?.trim() ||
+      primaryProvider?.providerName ||
+      "";
 
     const enrichedPayload = {
       claim: {
         ...claimData,
         massddmaUsername: credentials.username,
         massddmaPassword: credentials.password,
-        providerName: primaryProvider?.providerName ?? "",
+        providerName,
       },
     };
 

apps/Frontend/src/components/claims/claim-form.tsx

@@ -527,7 +527,7 @@ export function ClaimForm({
     if (!raw) return;
     try {
       const { codes, serviceDate, renderingProvider } = JSON.parse(raw) as {
-        codes: { code: string; description: string; toothNumber?: string; toothSurface?: string }[];
+        codes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
         serviceDate?: string;
         renderingProvider?: string | null;
       };
@@ -553,6 +553,7 @@ export function ClaimForm({
               procedureDate: date,
               ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
               ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+              ...(c.quad ? { quad: c.quad } : {}),
             };
           }
         });

apps/Frontend/src/components/layout/chatbot.tsx

@@ -62,6 +62,7 @@ interface CheckAndClaimData {
   autoCheck: string;
   matchedCodes: { code: string; description: string }[];
   serviceDate?: string | null;
+  renderingProvider?: string | null;
 }
 
 let msgCounter = 0;
@@ -346,6 +347,7 @@ export function ChatbotButton() {
         memberId: checkAndClaimData.memberId,
         dob: checkAndClaimData.dob,
         serviceDate: checkAndClaimData.serviceDate ?? null,
+        renderingProvider: checkAndClaimData.renderingProvider ?? null,
       })
     );
     prefillAndNavigate(checkAndClaimData.memberId, checkAndClaimData.dob, checkAndClaimData.autoCheck);
@@ -412,6 +414,7 @@ export function ChatbotButton() {
           autoCheck: data.actionData.autoCheck,
           matchedCodes: data.actionData.matchedCodes ?? [],
           serviceDate: data.actionData.serviceDate ?? null,
+          renderingProvider: data.actionData.renderingProvider ?? null,
         });
         setStep("check-and-claim-ready");
         return;
@@ -788,6 +791,7 @@ export function ChatbotButton() {
                                   autoCheck: data.actionData.autoCheck,
                                   matchedCodes: data.actionData.matchedCodes ?? [],
                                   serviceDate: data.actionData.serviceDate ?? null,
+                                  renderingProvider: data.actionData.renderingProvider ?? null,
                                 });
                                 setStep("check-and-claim-ready");
                               } else if (data.action === "eligibility_id_ready" && data.actionData) {

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -686,7 +686,7 @@ export default function InsuranceStatusPage() {
     try {
       const raw = sessionStorage.getItem("chatbot_claim_codes");
       if (!raw) return false;
-      const { codes, siteKey, patientId, memberId: storedMemberId, serviceDate } = JSON.parse(raw);
+      const { codes, siteKey, patientId, memberId: storedMemberId, serviceDate, renderingProvider } = JSON.parse(raw);
       sessionStorage.removeItem("chatbot_claim_codes");
 
       let pid: number | null = resolvedPatientId ?? patientId ?? null;
@@ -706,7 +706,7 @@ export default function InsuranceStatusPage() {
 
       sessionStorage.setItem(
         "chatbot_claim_prefill",
-        JSON.stringify({ codes, siteKey, serviceDate: serviceDate ?? null, autoSubmit: true })
+        JSON.stringify({ codes, siteKey, serviceDate: serviceDate ?? null, autoSubmit: true, renderingProvider: renderingProvider ?? null })
       );
       setLocation(`/claims?newPatient=${pid}`);
       return true;

apps/SeleniumService/selenium_claimSubmitWorker.py

@@ -1176,11 +1176,19 @@ class AutomationMassHealthClaimsLogin:
                 "message": f"PDF + Screenshot failed: {ss_error}",
             }
 
-    def fill_service_line(self, row_number=1, procedure_code="", tooth_number="", tooth_surface="", quadrant="Upper Right", arch="Entire Oral Cavity", auth_number="AUTH123456", billed_amount=""):
+    # Map quadrant abbreviations to MassHealth dropdown visible text
+    QUAD_LABEL = {
+        "UL": "Upper Left",
+        "UR": "Upper Right",
+        "LL": "Lower Left",
+        "LR": "Lower Right",
+    }
+
+    def fill_service_line(self, row_number=1, procedure_code="", tooth_number="", tooth_surface="", quadrant="", arch="Entire Oral Cavity", auth_number="AUTH123456", billed_amount=""):
         wait = WebDriverWait(self.driver, 30)
 
         try:
-            print(f"DEBUG: Filling service line {row_number} - Procedure: {procedure_code}, Tooth: {tooth_number}, Surface: {tooth_surface}, Amount: {billed_amount}")
+            print(f"DEBUG: Filling service line {row_number} - Procedure: {procedure_code}, Tooth: {tooth_number}, Surface: {tooth_surface}, Quadrant: {quadrant}, Amount: {billed_amount}")
             
             # Fill Procedure Code - find the specific row's procedure input
             if procedure_code:
@@ -1261,20 +1269,23 @@ class AutomationMassHealthClaimsLogin:
             else:
                 print(f"DEBUG: No tooth surface provided for row {row_number}, skipping")
             
-            # COMMENTED OUT: Quadrant - not needed per user requirement
+            # Fill Quadrant - only if provided (D4341/D4342 SRP codes)
-            # Will be handled later for specific procedure codes that require it
+            # Dropdown index: 1=Upper Right, 2=Upper Left, 3=Lower Left, 4=Lower Right
-            # quadrant_dropdowns = wait.until(
+            quad_index = {"UR": 1, "UL": 2, "LL": 3, "LR": 4}.get((quadrant or "").upper())
-            #     EC.presence_of_all_elements_located(
+            if quad_index is not None:
-            #         (By.XPATH, "//select[@ng-model='serviceLine.quadrant']")
+                print(f"DEBUG: Selecting quadrant '{quadrant}' (index {quad_index}) for row {row_number}")
-            #     )
+                quadrant_dropdowns = wait.until(
-            # )
+                    EC.presence_of_all_elements_located(
-            # if len(quadrant_dropdowns) < row_number:
+                        (By.XPATH, "//select[@ng-model='serviceLine.quadrant']")
-            #     raise Exception(f"Only {len(quadrant_dropdowns)} quadrant dropdowns found, but need row {row_number}")
+                    )
-            # quadrant_dropdown = quadrant_dropdowns[row_number - 1]
+                )
-            # time.sleep(1)
+                if len(quadrant_dropdowns) < row_number:
-            # select_quadrant = Select(quadrant_dropdown)
+                    raise Exception(f"Only {len(quadrant_dropdowns)} quadrant dropdowns found, but need row {row_number}")
-            # select_quadrant.select_by_visible_text(quadrant)
+                select_quadrant = Select(quadrant_dropdowns[row_number - 1])
-            # time.sleep(2)
+                select_quadrant.select_by_index(quad_index)
+                time.sleep(1)
+            else:
+                print(f"DEBUG: No quadrant provided for row {row_number}, skipping")
             
             # COMMENTED OUT: Arch - not needed per user requirement
             # Will be handled later for specific procedure codes that require it
@@ -1402,6 +1413,7 @@ class AutomationMassHealthClaimsLogin:
                             procedure_code=service_line.get("procedureCode", ""),
                             tooth_number=service_line.get("toothNumber", ""),
                             tooth_surface=service_line.get("toothSurface", ""),
+                            quadrant=service_line.get("quad", ""),
                             billed_amount=service_line.get("totalBilled", "")
                         )
                     else:
@@ -1409,12 +1421,13 @@ class AutomationMassHealthClaimsLogin:
                         plus_result = self.click_plus_button()
                         if plus_result != "Success":
                             return {"status": "error", "message": plus_result}
-                        
+
                         service_result = self.fill_service_line(
                             row_number=row_num,
                             procedure_code=service_line.get("procedureCode", ""),
                             tooth_number=service_line.get("toothNumber", ""),
                             tooth_surface=service_line.get("toothSurface", ""),
+                            quadrant=service_line.get("quad", ""),
                             billed_amount=service_line.get("totalBilled", "")
                         )