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>

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

@@ -167,6 +167,8 @@ const DIRECT_CODE_MAP: Record<string, string> = {
   // Core / post
   "core bu":                "D2950",
   "p/c":                    "D2954",
+  "post":                   "D2954",
+  "pos":                    "D2954",
   "post core":              "D2954",
   // Crowns
   "recement":               "D2920",

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

@@ -9,6 +9,7 @@ export type InternalChatIntent =
   | "find_patient"          // look up patient record only
   | "schedule_appointment"  // add patient to today's (or specified) schedule
   | "claim_only"            // submit claim for procedures (no eligibility check)
+  | "preauth"               // submit pre-authorization for procedures
   | "navigate_claims"
   | "navigate_schedule"
   | "navigate_eligibility"
@@ -83,6 +84,11 @@ Intents:
                           e.g. "claim perio exam, 2BW for John Smith"
                           Use this when no eligibility check is requested — just billing/claiming services
                           Always extract appointmentDate when a date or "today" is mentioned
+- preauth               : submit a pre-authorization request for procedures
+                          e.g. "preauth rct, post, crown for John Smith"
+                          e.g. "pre auth #20 rct, post, crown for Zhiyuan Chen"
+                          e.g. "pre-auth D3320, D2952, D2740 for Maria"
+                          Use this when the user says "preauth", "pre auth", "pre-auth", or "prior auth"
 - navigate_claims       : open the claims page
 - navigate_schedule     : open the appointments/schedule page
 - navigate_eligibility  : open the insurance eligibility page
@@ -99,8 +105,12 @@ Rules:
   Only include actual clinical procedures in procedureNames.
 - For composite fillings with a tooth number, preserve the EXACT notation including tooth# and surfaces:
   e.g. "composite #29 O", "#8 MO", "composite #11 MOD" — keep the #number and surface letters together as one entry
+- #number always means a TOOTH number (never a case or pre-auth reference). When a single #number appears before a comma-separated list of procedures, apply it to EVERY procedure in the list.
+  e.g. "#20 rct, post, crown" → ["#20 rct", "#20 post", "#20 crown"]
+  e.g. "preauth #20 rct, pos, crown" → ["#20 rct", "#20 pos", "#20 crown"]
+  e.g. "#14 rct, buildup, crown" → ["#14 rct", "#14 buildup", "#14 crown"]
 - 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
+  e.g. "rct #29", "#14 root canal", "rct #6", "#20 rct" — 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:

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

@@ -49,6 +49,7 @@ export interface ChatResponse {
     | "need_insurance_clarification"
     | "appointment_created"
     | "claim_only_ready"
+    | "preauth_ready"
     | "need_appointment_selection"
     | "need_cdt_clarification";
   actionData?: Record<string, any>;
@@ -325,6 +326,12 @@ export async function runInternalChatWorkflow(
     return await handleClaimOnly(classification, storage, customAliases);
   }
 
+  // ── Pre-authorization ──────────────────────────────────────────────────────
+
+  if (intent === "preauth") {
+    return await handlePreauth(classification, storage, customAliases);
+  }
+
   // ── Schedule appointment ───────────────────────────────────────────────────
 
   if (intent === "schedule_appointment") {
@@ -692,6 +699,70 @@ async function handleClaimOnly(
   };
 }
 
+// ─── preauth ──────────────────────────────────────────────────────────────────
+
+async function handlePreauth(
+  c: ChatClassification,
+  storage: StorageLike,
+  customAliases: { phrase: string; cdtCode: string }[]
+): Promise<ChatResponse> {
+  let patient: ResolvedPatient | null = null;
+
+  if (c.memberId?.trim()) {
+    const existing = await findPatientByMemberId(c.memberId.trim(), c.dob, storage);
+    if (existing) patient = patientToResult(existing);
+  } else if (c.patientName?.trim()) {
+    const raw = await findPatientByName(c.patientName.trim(), storage);
+    if (raw) patient = patientToResult(raw);
+  }
+
+  if (!patient) {
+    return { reply: "Please include a patient name or Member ID so I can look them up." };
+  }
+
+  const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
+  if (procedureNames.length === 0) {
+    return { reply: "Please specify which procedures to pre-authorize (e.g. rct, post, crown)." };
+  }
+
+  const cdtResults = lookupCdtCodes(procedureNames, customAliases);
+  const matched = cdtResults.filter((r) => r.code !== null);
+  const unmatched = cdtResults.filter((r) => r.code === null);
+
+  if (unmatched.length > 0) {
+    const phrases = unmatched.map((r) => r.input);
+    return {
+      reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D3320)`,
+      action: "need_cdt_clarification",
+      actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
+    };
+  }
+
+  // Use explicit date from message; otherwise today+3 (pre-auth is for a future appointment)
+  let serviceDate: string = c.appointmentDate ?? (() => {
+    const d = new Date();
+    d.setDate(d.getDate() + 3);
+    return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`;
+  })();
+
+  const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
+  const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
+  const [sy, sm, sd] = serviceDate.split("-");
+  const dateLabel = `${sm}/${sd}/${sy}`;
+
+  return {
+    reply: `Opening pre-auth for ${fullName} (tentative date ${dateLabel}): ${matched.map((r) => `${r.code} (${r.description})`).join(", ")}.`,
+    action: "preauth_ready",
+    actionData: {
+      patient,
+      siteKey,
+      serviceDate,
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
+      renderingProvider: c.renderingProvider ?? null,
+    },
+  };
+}
+
 // ─── schedule_appointment ─────────────────────────────────────────────────────
 
 const DEFAULT_STAFF_ID = 1; // Column A

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

@@ -82,6 +82,10 @@ interface ClaimFormProps {
   autoSubmit?: boolean;
   /** When set, autoSubmit triggers this insurance's Selenium worker instead of MH */
   autoSubmitSiteKey?: string;
+  /** When set, opens this tab by default (e.g. "preauth") */
+  initialTab?: string;
+  /** When set, auto-triggers the matching preauth Selenium handler (siteKey value) */
+  autoSubmitPreauth?: string;
   /** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
   proceduresOnly?: boolean;
   onSubmit: (data: ClaimFormData) => Promise<Claim>;
@@ -107,6 +111,8 @@ export function ClaimForm({
   appointmentId,
   autoSubmit,
   autoSubmitSiteKey,
+  initialTab,
+  autoSubmitPreauth,
   proceduresOnly = false,
   onHandleAppointmentSubmit,
   onHandleUpdatePatient,
@@ -128,6 +134,7 @@ export function ClaimForm({
 
   const [prefillDone, setPrefillDone] = useState(false);
   const autoSubmittedRef = useRef(false);
+  const preauthAutoSubmittedRef = useRef(false);
   // Read chatbot-requested rendering provider synchronously at mount (before any effects run)
   // so the npiProviders effect always sees it, even when the provider list is already cached.
   const [chatbotRenderingProvider] = useState<string | null>(() => {
@@ -568,6 +575,50 @@ export function ClaimForm({
     } catch {}
   }, []);
 
+  // Prefill service lines and service date from chatbot preauth flow, then map prices
+  useEffect(() => {
+    const raw = sessionStorage.getItem("chatbot_preauth_prefill");
+    if (!raw) return;
+    try {
+      const { codes, serviceDate, siteKey } = JSON.parse(raw) as {
+        codes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
+        serviceDate?: string;
+        siteKey?: string;
+      };
+      sessionStorage.removeItem("chatbot_preauth_prefill");
+      if (!codes?.length) return;
+
+      if (serviceDate) {
+        try {
+          const d = parseLocalDate(serviceDate);
+          setServiceDateValue(d);
+          setServiceDate(formatLocalDate(d));
+        } catch {}
+      }
+
+      setForm((prev) => {
+        const date = serviceDate ? serviceDate : prev.serviceDate;
+        const insuranceSiteKey = siteKey ? siteKey.replace(/_/g, "").toLowerCase() : prev.insuranceSiteKey;
+        const updatedLines = [...prev.serviceLines];
+        codes.forEach((c, i) => {
+          if (i < updatedLines.length) {
+            updatedLines[i] = {
+              ...updatedLines[i]!,
+              procedureCode: c.code,
+              procedureDate: date,
+              ...(c.toothNumber ? { toothNumber: c.toothNumber } : {}),
+              ...(c.toothSurface ? { toothSurface: c.toothSurface } : {}),
+              ...(c.quad ? { quad: c.quad } : {}),
+            };
+          }
+        });
+        const filled = { ...prev, insuranceSiteKey, serviceLines: updatedLines };
+        return mapPricesForForm({ form: filled, patientDOB: "", insuranceSiteKey });
+      });
+      setPrefillDone(true);
+    } catch {}
+  }, []);
+
   // Restore NPI provider from saved procedures when npiProviders list loads after 2b
   useEffect(() => {
     if (!savedProcNpiId || !npiProviders.length) return;
@@ -1891,6 +1942,26 @@ export function ClaimForm({
     }
   }, [autoSubmit, autoSubmitSiteKey, prefillDone, isFormReady]);
 
+  // Auto-trigger preauth Selenium handler when autoSubmitPreauth is set
+  useEffect(() => {
+    if (!autoSubmitPreauth) return;
+    if (!prefillDone) return;
+    if (!isFormReady) return;
+    if (preauthAutoSubmittedRef.current) return;
+    preauthAutoSubmittedRef.current = true;
+
+    const key = autoSubmitPreauth.toLowerCase();
+    if (key === "tufts_sco" || key === "tuftsco" || key === "tufts sco") {
+      handleTuftsSCOPreAuth();
+    } else if (key === "cca") {
+      handleCCAPreAuth();
+    } else if (key === "united_sco" || key === "unitedco" || key === "dentalhub") {
+      handleUnitedDHPreAuth();
+    } else {
+      handleMHPreAuth();
+    }
+  }, [autoSubmitPreauth, 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)
@@ -1903,6 +1974,7 @@ export function ClaimForm({
     return () => {
       // reset when ClaimForm unmounts (modal closes)
       autoSubmittedRef.current = false;
+      preauthAutoSubmittedRef.current = false;
       setPrefillDone(false);
     };
   }, []);
@@ -1913,7 +1985,7 @@ export function ClaimForm({
       onMouseDown={onOverlayMouseDown}
     >
       <Card className="w-[90vw] h-[90vh] max-w-none overflow-auto bg-white relative">
-        <Tabs defaultValue="claim">
+        <Tabs defaultValue={initialTab ?? "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">

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

@@ -30,7 +30,8 @@ type Step =
   | "need-insurance-clarification"
   | "need-appointment-selection"
   | "need-cdt-clarification"
-  | "claim-ready";
+  | "claim-ready"
+  | "preauth-ready";
 
 interface Message {
   id: number;
@@ -158,6 +159,13 @@ export function ChatbotButton() {
     appointmentId: number | null;
     renderingProvider: string | null;
   } | null>(null);
+  const [preauthReadyData, setPreauthReadyData] = useState<{
+    patient: PatientResult | null;
+    matchedCodes: { code: string; description: string; toothNumber?: string }[];
+    siteKey: string;
+    serviceDate: string;
+    renderingProvider: string | null;
+  } | null>(null);
   const [pendingFiles, setPendingFiles] = useState<File[]>([]);
   const [, setLocation] = useLocation();
   const messagesEndRef = useRef<HTMLDivElement>(null);
@@ -211,6 +219,7 @@ export function ChatbotButton() {
     setApptSelectionData(null);
     setCdtClarificationData(null);
     setClaimReadyData(null);
+    setPreauthReadyData(null);
     setPendingFiles([]);
   };
 
@@ -471,6 +480,19 @@ export function ChatbotButton() {
         return;
       }
 
+      if (data.action === "preauth_ready" && data.actionData) {
+        const { patient, matchedCodes, siteKey, serviceDate, renderingProvider } = data.actionData;
+        setPreauthReadyData({
+          patient: patient ?? null,
+          matchedCodes: matchedCodes ?? [],
+          siteKey,
+          serviceDate,
+          renderingProvider: renderingProvider ?? null,
+        });
+        setStep("preauth-ready");
+        return;
+      }
+
       setStep("menu");
     } catch {
       replaceLastMsg("Sorry, something went wrong. Please try again.");
@@ -917,6 +939,56 @@ export function ChatbotButton() {
                 );
               })()}
 
+              {/* PreAuth confirmation card */}
+              {step === "preauth-ready" && preauthReadyData && (() => {
+                const [sy, sm, sd] = (preauthReadyData.serviceDate ?? "").split("-");
+                const dateLabel = sy ? `${sm}/${sd}/${sy}` : preauthReadyData.serviceDate;
+                return (
+                  <div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
+                    <p className="text-xs font-semibold text-blue-800">Confirm Pre-Authorization</p>
+                    {preauthReadyData.patient && (
+                      <p className="text-xs text-blue-700 font-medium">
+                        {preauthReadyData.patient.firstName} {preauthReadyData.patient.lastName}
+                      </p>
+                    )}
+                    <p className="text-xs text-gray-500">Tentative date: {dateLabel}</p>
+                    {preauthReadyData.matchedCodes.length > 0 && (
+                      <div className="space-y-0.5 pt-0.5">
+                        {preauthReadyData.matchedCodes.map((c) => (
+                          <p key={c.code} className="text-xs text-gray-700 pl-1">
+                            <span className="font-medium">{c.code}</span>{c.toothNumber ? ` #${c.toothNumber}` : ""} — {c.description}
+                          </p>
+                        ))}
+                      </div>
+                    )}
+                    <div className="flex gap-2 pt-1">
+                      <Button
+                        size="sm"
+                        className="flex-1 h-8 text-xs bg-blue-600 hover:bg-blue-700 text-white"
+                        onClick={() => {
+                          const { patient, matchedCodes, siteKey, serviceDate, renderingProvider } = preauthReadyData;
+                          addMsg("user", "Confirm & open pre-auth");
+                          addMsg("bot", "Opening pre-auth form...");
+                          if (patient?.id && matchedCodes.length > 0) {
+                            sessionStorage.setItem(
+                              "chatbot_preauth_prefill",
+                              JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, renderingProvider: renderingProvider ?? null })
+                            );
+                          }
+                          setChatbotPendingFiles(pendingFiles);
+                          const url = `/claims?newPatient=${patient?.id}&tab=preauth`;
+                          setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
+                        }}
+                      >
+                        <FileText className="h-3 w-3 mr-1" />
+                        Confirm &amp; Open PreAuth
+                      </Button>
+                      <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
+                    </div>
+                  </div>
+                );
+              })()}
+
               {/* CDT clarification — unknown procedure terms */}
               {step === "need-cdt-clarification" && cdtClarificationData && (
                 <div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">

apps/Frontend/src/pages/claims-page.tsx

@@ -40,6 +40,8 @@ export default function ClaimsPage() {
   const [isClaimFormOpen, setIsClaimFormOpen] = useState(false);
   const [selectedPatientId, setSelectedPatientId] = useState<number | null>(null);
   const [chatbotAutoSubmitSiteKey, setChatbotAutoSubmitSiteKey] = useState<string | undefined>(undefined);
+  const [chatbotInitialTab, setChatbotInitialTab] = useState<string | undefined>(undefined);
+  const [chatbotAutoSubmitPreauthSiteKey, setChatbotAutoSubmitPreauthSiteKey] = useState<string | undefined>(undefined);
   // for redirect from appointment page directly, then passing to claimform
   const [selectedAppointmentId, setSelectedAppointmentId] = useState<
     number | null
@@ -258,6 +260,16 @@ export default function ClaimsPage() {
       }
     } catch {}
 
+    // Check if chatbot requested preauth tab
+    try {
+      const preauthRaw = sessionStorage.getItem("chatbot_preauth_prefill");
+      if (preauthRaw) {
+        setChatbotInitialTab("preauth");
+        const parsed = JSON.parse(preauthRaw);
+        if (parsed?.siteKey) setChatbotAutoSubmitPreauthSiteKey(parsed.siteKey);
+      }
+    } catch {}
+
     handleNewClaim(id);
     clearUrlParams(["newPatient"]);
   }, [newPatient]);
@@ -946,6 +958,8 @@ export default function ClaimsPage() {
     setSelectedPatientId(null);
     setSelectedAppointmentId(null);
     setChatbotAutoSubmitSiteKey(undefined);
+    setChatbotInitialTab(undefined);
+    setChatbotAutoSubmitPreauthSiteKey(undefined);
     setIsClaimFormOpen(false);
 
     clearUrlParams(["newPatient", "appointmentId"]);
@@ -1078,6 +1092,8 @@ export default function ClaimsPage() {
           appointmentId={selectedAppointmentId ?? undefined}
           autoSubmit={mode === "direct" || !!chatbotAutoSubmitSiteKey}
           autoSubmitSiteKey={chatbotAutoSubmitSiteKey}
+          initialTab={chatbotInitialTab}
+          autoSubmitPreauth={chatbotAutoSubmitPreauthSiteKey}
           proceduresOnly={mode === "procedures"}
           onClose={closeClaim}
           onSubmit={handleClaimSubmit}

apps/SeleniumService/selenium_UnitedDH_claimSubmitWorker.py

@@ -1093,7 +1093,13 @@ class AutomationUnitedDHClaimSubmit:
                     )
                     self.driver.execute_script("arguments[0].style.display='block';", file_input)
                     file_input.send_keys(abs_path)
-                    time.sleep(1.5)
+                    WebDriverWait(self.driver, 60).until(
+                        EC.element_to_be_clickable((By.XPATH,
+                            "//button[contains(@class,'btn-primary') and contains(normalize-space(text()),'Submit Claim')] | "
+                            "//button[normalize-space(text())='Submit Claim'] | "
+                            "//button[contains(normalize-space(.),'Submit Claim')]"
+                        ))
+                    )
                     print(f"[UnitedDH Claim] step7: Attached: {os.path.basename(abs_path)}")
                     attached += 1
                 except Exception as e:

apps/SeleniumService/selenium_UnitedDH_preAuthWorker.py

@@ -550,13 +550,28 @@ class AutomationUnitedDHPreAuth:
                     self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", location_ng)
                     arrow = location_ng.find_element(By.CSS_SELECTOR, ".ng-arrow-wrapper")
                     arrow.click()
-                    first_option = WebDriverWait(self.driver, 5).until(
+                    time.sleep(1)
-                        EC.element_to_be_clickable((By.CSS_SELECTOR, ".ng-dropdown-panel .ng-option"))
+                    try:
-                    )
+                        summit_option = WebDriverWait(self.driver, 5).until(
-                    option_text = first_option.text.strip()
+                            EC.element_to_be_clickable((By.XPATH,
-                    first_option.click()
+                                "//ng-dropdown-panel//div[contains(@class,'ng-option') and contains(.,'Summit Dental Care')]"
-                    print(f"[UnitedDH PreAuth] step1: Selected Treatment Location: {option_text}")
+                            ))
-                    location_selected = True
+                        )
+                        summit_option.click()
+                        print("[UnitedDH PreAuth] step1: Selected Treatment Location: Summit Dental Care")
+                        location_selected = True
+                    except TimeoutException:
+                        try:
+                            first_option = self.driver.find_element(By.XPATH,
+                                "//ng-dropdown-panel//div[contains(@class,'ng-option')]"
+                            )
+                            option_text = first_option.text.strip()
+                            first_option.click()
+                            print(f"[UnitedDH PreAuth] step1: Selected Treatment Location (fallback): {option_text}")
+                            location_selected = True
+                        except Exception:
+                            print("[UnitedDH PreAuth] step1: No options available in Treatment Location dropdown")
+                    time.sleep(1)
                 except Exception as e:
                     print(f"[UnitedDH PreAuth] step1: Treatment Location selection failed: {e}")
 
@@ -693,6 +708,24 @@ class AutomationUnitedDHPreAuth:
                 ))
             )
 
+            # Fill procedure date from tentative service date.
+            # If tentative date == today, user did not change it — use today + 3 days instead.
+            if self.serviceDate:
+                try:
+                    from datetime import date, timedelta
+                    service_date = date.fromisoformat(self.serviceDate[:10])
+                    if service_date == date.today():
+                        service_date = service_date + timedelta(days=3)
+                        print("[UnitedDH PreAuth] step3: Tentative date is today — using today + 3 days")
+                    proc_date_str = service_date.strftime("%m/%d/%Y")
+                    proc_input = self.driver.find_element(By.ID, "procedureDate_Back")
+                    proc_input.click()
+                    proc_input.send_keys(Keys.CONTROL, "a")
+                    proc_input.send_keys(proc_date_str)
+                    print(f"[UnitedDH PreAuth] step3: Procedure date entered: {proc_date_str}")
+                except Exception as e:
+                    print(f"[UnitedDH PreAuth] step3: WARNING - Could not fill procedure date: {e}")
+
             payer_selected = False
             try:
                 payer_selectors = [
@@ -1019,7 +1052,15 @@ class AutomationUnitedDHPreAuth:
                     )
                     self.driver.execute_script("arguments[0].removeAttribute('class');", file_input)
                     file_input.send_keys(abs_path)
-                    time.sleep(1.5)
+                    WebDriverWait(self.driver, 60).until(
+                        EC.element_to_be_clickable((By.XPATH,
+                            "//button[contains(normalize-space(.),'Submit Authorization') or "
+                            "contains(normalize-space(.),'Submit Pre-Auth') or "
+                            "contains(normalize-space(.),'Submit Pre Authorization') or "
+                            "contains(normalize-space(.),'Submit Pre-Authorization') or "
+                            "contains(normalize-space(.),'Submit Claim')]"
+                        ))
+                    )
                     print(f"[UnitedDH PreAuth] step7: Attached: {os.path.basename(abs_path)}")
                     attached += 1
                 except Exception as e:
@@ -1085,15 +1126,17 @@ class AutomationUnitedDHPreAuth:
                 lambda d: "status" in d.current_url.lower() or "history" in d.current_url.lower()
                           or d.find_elements(By.XPATH, "//td | //th[contains(text(),'Reference')]")
             )
-            time.sleep(4)
+            time.sleep(3)
             print(f"[UnitedDH PreAuth] step9: Status & History URL: {self.driver.current_url}")
 
-            self.driver.refresh()
+            # Wait for table rows with actual data (not just headers)
-            print("[UnitedDH PreAuth] step9: Page refreshed — waiting for table to reload")
+            try:
-            WebDriverWait(self.driver, 30).until(
+                WebDriverWait(self.driver, 20).until(
-                EC.presence_of_element_located((By.XPATH, "//table//tr[td]"))
+                    EC.presence_of_element_located((By.XPATH, "//table//tr[td]"))
-            )
+                )
-            time.sleep(4)
+                time.sleep(2)
+            except Exception:
+                print("[UnitedDH PreAuth] step9: Table rows did not appear — proceeding with body scan")
 
             preauth_number = None