feat: AI chatbot preauth intent, UnitedDH pre-auth improvements
- Add preauth intent to AI chatbot (classifier, workflow, frontend UI card) - Auto-prefill preauth form with CDT codes, service date, and mapped prices - Auto-trigger preauth Selenium handler by insurance siteKey (MH/Tufts/CCA/UnitedDH) - Default tentative service date to today+3 for preauth (user didn't pick a date) - Fix #number always means tooth number, distributes to all procedures in comma list - Fix bare "post"/"pos" → D2954 (was matching D2955 via keyword scorer) - UnitedDH pre-auth: fill procedure date with Ctrl+A to overwrite prefilled value - UnitedDH pre-auth: select Location "Summit Dental Care" in step1 (same as billing entity) - UnitedDH pre-auth: remove page refresh in step9 to preserve pre-auth number - UnitedDH pre-auth: wait for table rows before extracting pre-auth number - UnitedDH pre-auth/claim: explicit wait for Submit button after file upload (no sleep) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -82,6 +82,10 @@ interface ClaimFormProps {
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autoSubmit?: boolean;
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/** When set, autoSubmit triggers this insurance's Selenium worker instead of MH */
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autoSubmitSiteKey?: string;
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/** When set, opens this tab by default (e.g. "preauth") */
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initialTab?: string;
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/** When set, auto-triggers the matching preauth Selenium handler (siteKey value) */
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autoSubmitPreauth?: string;
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/** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
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proceduresOnly?: boolean;
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onSubmit: (data: ClaimFormData) => Promise<Claim>;
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@@ -107,6 +111,8 @@ export function ClaimForm({
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appointmentId,
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autoSubmit,
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autoSubmitSiteKey,
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initialTab,
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autoSubmitPreauth,
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proceduresOnly = false,
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onHandleAppointmentSubmit,
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onHandleUpdatePatient,
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@@ -128,6 +134,7 @@ export function ClaimForm({
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const [prefillDone, setPrefillDone] = useState(false);
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const autoSubmittedRef = useRef(false);
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const preauthAutoSubmittedRef = useRef(false);
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// Read chatbot-requested rendering provider synchronously at mount (before any effects run)
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// so the npiProviders effect always sees it, even when the provider list is already cached.
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const [chatbotRenderingProvider] = useState<string | null>(() => {
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@@ -568,6 +575,50 @@ export function ClaimForm({
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} catch {}
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}, []);
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// Prefill service lines and service date from chatbot preauth flow, then map prices
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useEffect(() => {
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const raw = sessionStorage.getItem("chatbot_preauth_prefill");
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if (!raw) return;
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try {
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const { codes, serviceDate, siteKey } = JSON.parse(raw) as {
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codes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
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serviceDate?: string;
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siteKey?: string;
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};
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sessionStorage.removeItem("chatbot_preauth_prefill");
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if (!codes?.length) return;
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if (serviceDate) {
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try {
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const d = parseLocalDate(serviceDate);
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setServiceDateValue(d);
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setServiceDate(formatLocalDate(d));
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} catch {}
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}
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setForm((prev) => {
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const date = serviceDate ? serviceDate : prev.serviceDate;
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const insuranceSiteKey = siteKey ? siteKey.replace(/_/g, "").toLowerCase() : prev.insuranceSiteKey;
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const updatedLines = [...prev.serviceLines];
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codes.forEach((c, i) => {
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if (i < updatedLines.length) {
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updatedLines[i] = {
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...updatedLines[i]!,
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procedureCode: c.code,
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procedureDate: date,
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...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
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...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
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...(c.quad ? { quad: c.quad } : {}),
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};
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}
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});
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const filled = { ...prev, insuranceSiteKey, serviceLines: updatedLines };
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return mapPricesForForm({ form: filled, patientDOB: "", insuranceSiteKey });
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});
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setPrefillDone(true);
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} catch {}
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}, []);
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// Restore NPI provider from saved procedures when npiProviders list loads after 2b
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useEffect(() => {
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if (!savedProcNpiId || !npiProviders.length) return;
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@@ -1891,6 +1942,26 @@ export function ClaimForm({
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}
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}, [autoSubmit, autoSubmitSiteKey, prefillDone, isFormReady]);
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// Auto-trigger preauth Selenium handler when autoSubmitPreauth is set
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useEffect(() => {
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if (!autoSubmitPreauth) return;
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if (!prefillDone) return;
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if (!isFormReady) return;
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if (preauthAutoSubmittedRef.current) return;
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preauthAutoSubmittedRef.current = true;
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const key = autoSubmitPreauth.toLowerCase();
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if (key === "tufts_sco" || key === "tuftsco" || key === "tufts sco") {
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handleTuftsSCOPreAuth();
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} else if (key === "cca") {
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handleCCAPreAuth();
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} else if (key === "united_sco" || key === "unitedco" || key === "dentalhub") {
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handleUnitedDHPreAuth();
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} else {
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handleMHPreAuth();
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}
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}, [autoSubmitPreauth, prefillDone, isFormReady]);
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// overlay click handler (close when clicking backdrop)
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const onOverlayMouseDown = (e: React.MouseEvent<HTMLDivElement>) => {
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// only close if clicked the backdrop itself (not inner modal)
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@@ -1903,6 +1974,7 @@ export function ClaimForm({
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return () => {
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// reset when ClaimForm unmounts (modal closes)
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autoSubmittedRef.current = false;
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preauthAutoSubmittedRef.current = false;
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setPrefillDone(false);
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};
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}, []);
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@@ -1913,7 +1985,7 @@ export function ClaimForm({
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onMouseDown={onOverlayMouseDown}
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>
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<Card className="w-[90vw] h-[90vh] max-w-none overflow-auto bg-white relative">
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<Tabs defaultValue="claim">
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<Tabs defaultValue={initialTab ?? "claim"}>
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<CardHeader className="sticky top-0 z-20 pb-2 border-b bg-white/95 backdrop-blur-sm">
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<div className="flex flex-row items-center justify-between mb-2">
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<CardTitle className="text-xl font-bold">
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@@ -30,7 +30,8 @@ type Step =
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| "need-insurance-clarification"
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| "need-appointment-selection"
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| "need-cdt-clarification"
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| "claim-ready";
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| "claim-ready"
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| "preauth-ready";
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interface Message {
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id: number;
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@@ -158,6 +159,13 @@ export function ChatbotButton() {
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appointmentId: number | null;
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renderingProvider: string | null;
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} | null>(null);
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const [preauthReadyData, setPreauthReadyData] = useState<{
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patient: PatientResult | null;
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matchedCodes: { code: string; description: string; toothNumber?: string }[];
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siteKey: string;
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serviceDate: string;
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renderingProvider: string | null;
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} | null>(null);
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const [pendingFiles, setPendingFiles] = useState<File[]>([]);
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const [, setLocation] = useLocation();
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const messagesEndRef = useRef<HTMLDivElement>(null);
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@@ -211,6 +219,7 @@ export function ChatbotButton() {
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setApptSelectionData(null);
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setCdtClarificationData(null);
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setClaimReadyData(null);
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setPreauthReadyData(null);
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setPendingFiles([]);
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};
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@@ -471,6 +480,19 @@ export function ChatbotButton() {
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return;
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}
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if (data.action === "preauth_ready" && data.actionData) {
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const { patient, matchedCodes, siteKey, serviceDate, renderingProvider } = data.actionData;
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setPreauthReadyData({
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patient: patient ?? null,
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matchedCodes: matchedCodes ?? [],
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siteKey,
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serviceDate,
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renderingProvider: renderingProvider ?? null,
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});
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setStep("preauth-ready");
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return;
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}
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setStep("menu");
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} catch {
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replaceLastMsg("Sorry, something went wrong. Please try again.");
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@@ -917,6 +939,56 @@ export function ChatbotButton() {
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);
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})()}
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{/* PreAuth confirmation card */}
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{step === "preauth-ready" && preauthReadyData && (() => {
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const [sy, sm, sd] = (preauthReadyData.serviceDate ?? "").split("-");
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const dateLabel = sy ? `${sm}/${sd}/${sy}` : preauthReadyData.serviceDate;
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return (
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<div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
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<p className="text-xs font-semibold text-blue-800">Confirm Pre-Authorization</p>
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{preauthReadyData.patient && (
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<p className="text-xs text-blue-700 font-medium">
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{preauthReadyData.patient.firstName} {preauthReadyData.patient.lastName}
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</p>
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)}
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<p className="text-xs text-gray-500">Tentative date: {dateLabel}</p>
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{preauthReadyData.matchedCodes.length > 0 && (
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<div className="space-y-0.5 pt-0.5">
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{preauthReadyData.matchedCodes.map((c) => (
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<p key={c.code} className="text-xs text-gray-700 pl-1">
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<span className="font-medium">{c.code}</span>{c.toothNumber ? ` #${c.toothNumber}` : ""} — {c.description}
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</p>
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))}
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</div>
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)}
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<div className="flex gap-2 pt-1">
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<Button
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size="sm"
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className="flex-1 h-8 text-xs bg-blue-600 hover:bg-blue-700 text-white"
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onClick={() => {
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const { patient, matchedCodes, siteKey, serviceDate, renderingProvider } = preauthReadyData;
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addMsg("user", "Confirm & open pre-auth");
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addMsg("bot", "Opening pre-auth form...");
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if (patient?.id && matchedCodes.length > 0) {
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sessionStorage.setItem(
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"chatbot_preauth_prefill",
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JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, renderingProvider: renderingProvider ?? null })
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);
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}
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setChatbotPendingFiles(pendingFiles);
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const url = `/claims?newPatient=${patient?.id}&tab=preauth`;
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setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
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}}
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>
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<FileText className="h-3 w-3 mr-1" />
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Confirm & Open PreAuth
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</Button>
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<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
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</div>
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</div>
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);
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})()}
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{/* CDT clarification — unknown procedure terms */}
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{step === "need-cdt-clarification" && cdtClarificationData && (
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<div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
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