feat: AI chat file uploads, RCT/PA tooth mapping, check+claim flow, service date column
- Chatbot: add paperclip button to attach X-ray/PDF files to claim submissions; files flow through chatbotFileStore into claim-form uploadedFiles for Selenium - CDT lookup: auto-select D3310/D3320/D3330 by tooth number for RCT; strip #NN from procedure names before alias lookup so "1 pa, #3" → D0220 tooth 3; add "1 pa" alias for D0220; expand multi-PA notation via AI prompt rule - AI classifier: add navigate_eligibility intent ("check mh" → /insurance-status); fix duplicate intent entry; add RCT and multi-PA prompt rules - Check+claim flow: pass serviceDate through check_and_claim_ready actionData; tryClaimFromChatbot skips PDF preview and navigates straight to claims with memberId fallback lookup; wired into all provider onPdfReady callbacks - Claims table: add Service Date column between Patient Name and Submission Date Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
@@ -32,6 +32,7 @@ import {
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TooltipTrigger,
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} from "@/components/ui/tooltip";
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import { formatLocalDate, parseLocalDate } from "@/utils/dateUtils";
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import { takeChatbotPendingFiles } from "@/lib/chatbotFileStore";
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import {
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Claim,
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ClaimFileMeta,
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@@ -493,6 +494,13 @@ export function ClaimForm({
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// Prefill service lines (and optional service date) from chatbot claim_only flow
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useEffect(() => {
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const raw = sessionStorage.getItem("chatbot_claim_prefill");
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const chatbotFiles = takeChatbotPendingFiles();
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if (!raw && chatbotFiles.length === 0) return;
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if (chatbotFiles.length > 0) {
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setForm((prev) => ({ ...prev, uploadedFiles: chatbotFiles }));
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}
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if (!raw) return;
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try {
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const { codes, serviceDate } = JSON.parse(raw) as {
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@@ -316,6 +316,7 @@ export default function ClaimsRecentTable({
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<TableHead>Claim No</TableHead>
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<TableHead>PreAuth No</TableHead>
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<TableHead>Patient Name</TableHead>
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<TableHead>Service Date</TableHead>
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<TableHead>Submission Date</TableHead>
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<TableHead>Insurance Provider</TableHead>
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<TableHead>Member ID</TableHead>
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@@ -400,6 +401,11 @@ export default function ClaimsRecentTable({
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</div>
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</div>
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</TableCell>
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<TableCell>
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<div className="text-sm text-gray-900">
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{claim.serviceDate ? formatDateToHumanReadable(claim.serviceDate) : "—"}
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</div>
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</TableCell>
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<TableCell>
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<div className="text-sm text-gray-900">
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{formatDateToHumanReadable(claim.createdAt!)}
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@@ -10,12 +10,14 @@ import {
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Send,
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Loader2,
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RotateCcw,
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Paperclip,
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} from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { Label } from "@/components/ui/label";
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import { useLocation } from "wouter";
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import { cn } from "@/lib/utils";
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import { apiRequest } from "@/lib/queryClient";
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import { setChatbotPendingFiles } from "@/lib/chatbotFileStore";
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type Step =
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| "menu"
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@@ -59,6 +61,7 @@ interface CheckAndClaimData {
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siteKey: string;
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autoCheck: string;
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matchedCodes: { code: string; description: string }[];
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serviceDate?: string | null;
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}
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let msgCounter = 0;
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@@ -153,10 +156,12 @@ export function ChatbotButton() {
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serviceDate: string;
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appointmentId: number | 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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const pasteRef = useRef<HTMLTextAreaElement>(null);
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const freeTextRef = useRef<HTMLTextAreaElement>(null);
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const fileInputRef = useRef<HTMLInputElement>(null);
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useEffect(() => {
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messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
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@@ -204,6 +209,7 @@ 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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setPendingFiles([]);
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};
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// Full reset including message history and stored session
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@@ -306,6 +312,7 @@ export function ChatbotButton() {
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patientId: checkAndClaimData.patient?.id ?? null,
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memberId: checkAndClaimData.memberId,
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dob: checkAndClaimData.dob,
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serviceDate: checkAndClaimData.serviceDate ?? null,
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})
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);
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prefillAndNavigate(checkAndClaimData.memberId, checkAndClaimData.dob, checkAndClaimData.autoCheck);
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@@ -329,7 +336,12 @@ export function ChatbotButton() {
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history, clientDate });
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const data = await res.json();
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replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
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const claimActions = new Set(["claim_only_ready", "check_and_claim_ready", "need_appointment_selection"]);
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const attachmentSuffix =
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pendingFiles.length > 0 && claimActions.has(data.action)
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? ` (📎 ${pendingFiles.length} attachment${pendingFiles.length > 1 ? "s" : ""} will be included)`
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: "";
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replaceLastMsg((data.reply ?? "Sorry, I couldn't process that.") + attachmentSuffix);
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if (data.action === "navigate" && data.actionData?.url) {
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setTimeout(() => { setLocation(data.actionData.url); setOpen(false); resetStep(); }, 800);
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@@ -365,6 +377,7 @@ export function ChatbotButton() {
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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matchedCodes: data.actionData.matchedCodes ?? [],
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serviceDate: data.actionData.serviceDate ?? null,
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});
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setStep("check-and-claim-ready");
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return;
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@@ -720,6 +733,7 @@ export function ChatbotButton() {
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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matchedCodes: data.actionData.matchedCodes ?? [],
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serviceDate: data.actionData.serviceDate ?? null,
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});
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setStep("check-and-claim-ready");
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} else if (data.action === "eligibility_id_ready" && data.actionData) {
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@@ -772,6 +786,7 @@ export function ChatbotButton() {
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autoSubmit: true,
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})
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);
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setChatbotPendingFiles(pendingFiles);
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markJobStarted();
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setTimeout(() => {
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setLocation(`/claims?appointmentId=${opt.appointmentId}`);
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@@ -826,6 +841,7 @@ export function ChatbotButton() {
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JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
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);
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}
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setChatbotPendingFiles(pendingFiles);
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markJobStarted();
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const url = appointmentId
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? `/claims?appointmentId=${appointmentId}`
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@@ -891,6 +907,7 @@ export function ChatbotButton() {
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if (patient?.id && matchedCodes?.length > 0) {
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sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true }));
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}
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setChatbotPendingFiles(pendingFiles);
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const url = appointmentId ? `/claims?appointmentId=${appointmentId}` : `/claims?newPatient=${patient?.id}`;
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setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
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} else {
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@@ -915,7 +932,28 @@ export function ChatbotButton() {
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{/* Persistent free-text input */}
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{showFreeTextInput && (
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<div className="shrink-0 border-t bg-white px-3 py-2">
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<div className="flex items-end gap-2">
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{/* Attached file chips */}
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{pendingFiles.length > 0 && (
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<div className="flex flex-wrap gap-1 pb-1.5">
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{pendingFiles.map((f, i) => (
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<span
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key={i}
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className="flex items-center gap-1 text-[10px] bg-blue-50 border border-blue-200 rounded px-1.5 py-0.5 text-blue-700 max-w-[140px]"
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>
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<Paperclip className="h-2.5 w-2.5 shrink-0" />
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<span className="truncate">{f.name}</span>
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<button
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type="button"
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onClick={() => setPendingFiles((prev) => prev.filter((_, j) => j !== i))}
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className="shrink-0 hover:text-red-500 ml-0.5"
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>
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<X className="h-2.5 w-2.5" />
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</button>
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</span>
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))}
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</div>
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)}
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<div className="flex items-end gap-1.5">
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<textarea
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ref={freeTextRef}
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rows={2}
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@@ -926,6 +964,16 @@ export function ChatbotButton() {
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disabled={step === "ai-loading"}
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className="flex-1 resize-none rounded-lg border border-gray-200 bg-gray-50 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-ring disabled:opacity-50"
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/>
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<Button
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size="sm"
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variant="ghost"
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className="h-9 w-9 p-0 shrink-0 text-gray-400 hover:text-gray-600"
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title="Attach X-ray or document"
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onClick={() => fileInputRef.current?.click()}
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disabled={step === "ai-loading"}
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>
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<Paperclip className="h-4 w-4" />
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</Button>
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<Button
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size="sm"
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className="h-9 w-9 p-0 shrink-0"
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@@ -939,7 +987,21 @@ export function ChatbotButton() {
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)}
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</Button>
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</div>
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<p className="text-[10px] text-gray-400 mt-1 pl-1">Enter to send · Shift+Enter for new line</p>
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<p className="text-[10px] text-gray-400 mt-1 pl-1">Enter to send · Shift+Enter for new line · 📎 attach files</p>
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<input
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ref={fileInputRef}
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type="file"
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multiple
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accept="image/*,application/pdf"
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className="hidden"
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onChange={(e) => {
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const files = Array.from(e.target.files ?? []);
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if (files.length > 0) {
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setPendingFiles((prev) => [...prev, ...files].slice(0, 5));
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}
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e.target.value = "";
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}}
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/>
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</div>
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)}
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</div>
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12
apps/Frontend/src/lib/chatbotFileStore.ts
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12
apps/Frontend/src/lib/chatbotFileStore.ts
Normal file
@@ -0,0 +1,12 @@
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let pendingFiles: File[] = [];
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export function setChatbotPendingFiles(files: File[]) {
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pendingFiles = [...files];
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}
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/** Returns and clears the stored files (consume-once). */
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export function takeChatbotPendingFiles(): File[] {
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const files = [...pendingFiles];
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pendingFiles = [];
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return files;
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}
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@@ -522,6 +522,8 @@ export default function InsuranceStatusPage() {
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variant: "default",
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});
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (claimed) return;
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setSelectedPatient(null);
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await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
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@@ -649,6 +651,41 @@ export default function InsuranceStatusPage() {
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}
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};
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// After any eligibility check succeeds, check if chatbot wanted auto-claim.
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// PDF is already saved to Documents by the Selenium worker before this is called.
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// Returns true if a chatbot claim was pending (caller should skip opening the preview).
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const tryClaimFromChatbot = async (resolvedPatientId?: number | null): Promise<boolean> => {
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try {
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const raw = sessionStorage.getItem("chatbot_claim_codes");
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if (!raw) return false;
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const { codes, siteKey, patientId, memberId: storedMemberId, serviceDate } = JSON.parse(raw);
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sessionStorage.removeItem("chatbot_claim_codes");
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let pid: number | null = resolvedPatientId ?? patientId ?? null;
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// Fallback: look up patient by memberId if patientId wasn't stored
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if (!pid && storedMemberId) {
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try {
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const res = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
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if (res.ok) {
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const p = await res.json();
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pid = p?.id ?? null;
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}
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} catch {}
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}
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if (!codes?.length || !pid) return false;
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sessionStorage.setItem(
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"chatbot_claim_prefill",
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JSON.stringify({ codes, siteKey, serviceDate: serviceDate ?? null, autoSubmit: true })
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);
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setLocation(`/claims?newPatient=${pid}`);
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return true;
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} catch {}
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return false;
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};
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// Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
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useEffect(() => {
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const params = new URLSearchParams(window.location.search);
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@@ -886,12 +923,13 @@ export default function InsuranceStatusPage() {
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isFormIncomplete={isFormIncomplete}
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autoTrigger={triggerTarget === "ddma"}
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={(pdfId, fallbackFilename) => {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`,
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);
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setPreviewOpen(true);
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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}}
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/>
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</div>
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@@ -905,12 +943,13 @@ export default function InsuranceStatusPage() {
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isFormIncomplete={isFormIncomplete}
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autoTrigger={triggerTarget === "delta-ins"}
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={(pdfId, fallbackFilename) => {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`,
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);
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setPreviewOpen(true);
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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}}
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/>
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</div>
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@@ -944,12 +983,13 @@ export default function InsuranceStatusPage() {
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isFormIncomplete={isFormIncomplete}
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autoTrigger={triggerTarget === "tufts-sco"}
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={(pdfId, fallbackFilename) => {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`,
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);
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setPreviewOpen(true);
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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}}
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/>
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</div>
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@@ -963,12 +1003,13 @@ export default function InsuranceStatusPage() {
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isFormIncomplete={isFormIncomplete}
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autoTrigger={triggerTarget === "united-sco"}
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={(pdfId, fallbackFilename) => {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`,
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);
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setPreviewOpen(true);
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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}}
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/>
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</div>
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@@ -982,12 +1023,13 @@ export default function InsuranceStatusPage() {
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isFormIncomplete={isFormIncomplete}
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autoTrigger={triggerTarget === "cca"}
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onAutoTriggered={() => setTriggerTarget(null)}
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onPdfReady={(pdfId, fallbackFilename) => {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(
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fallbackFilename ?? `eligibility_cca_${memberId}.pdf`,
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);
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setPreviewOpen(true);
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onPdfReady={async (pdfId, fallbackFilename) => {
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const claimed = await tryClaimFromChatbot(selectedPatient?.id);
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if (!claimed) {
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setPreviewPdfId(pdfId);
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setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);
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setPreviewOpen(true);
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}
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}}
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/>
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</div>
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Block a user