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feat: AI chat file uploads, RCT/PA tooth mapping, check+claim flow, service date column

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- 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
2026-06-07 23:47:48 -04:00
parent 19bb5c1145
commit 967a53fc6c
8 changed files with 243 additions and 41 deletions
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102
apps/Frontend/src/pages/insurance-status-page.tsx
View File

@@ -522,6 +522,8 @@ export default function InsuranceStatusPage() {
variant: "default",
});
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (claimed) return;
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
@@ -649,6 +651,41 @@ export default function InsuranceStatusPage() {
}
};
// After any eligibility check succeeds, check if chatbot wanted auto-claim.
// PDF is already saved to Documents by the Selenium worker before this is called.
// Returns true if a chatbot claim was pending (caller should skip opening the preview).
const tryClaimFromChatbot = async (resolvedPatientId?: number | null): Promise<boolean> => {
try {
const raw = sessionStorage.getItem("chatbot_claim_codes");
if (!raw) return false;
const { codes, siteKey, patientId, memberId: storedMemberId, serviceDate } = JSON.parse(raw);
sessionStorage.removeItem("chatbot_claim_codes");
let pid: number | null = resolvedPatientId ?? patientId ?? null;
// Fallback: look up patient by memberId if patientId wasn't stored
if (!pid && storedMemberId) {
try {
const res = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
if (res.ok) {
const p = await res.json();
pid = p?.id ?? null;
}
} catch {}
}
if (!codes?.length || !pid) return false;
sessionStorage.setItem(
"chatbot_claim_prefill",
JSON.stringify({ codes, siteKey, serviceDate: serviceDate ?? null, autoSubmit: true })
);
setLocation(`/claims?newPatient=${pid}`);
return true;
} catch {}
return false;
};
// Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
useEffect(() => {
const params = new URLSearchParams(window.location.search);
@@ -886,12 +923,13 @@ export default function InsuranceStatusPage() {
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "ddma"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={(pdfId, fallbackFilename) => {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`,
);
setPreviewOpen(true);
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
@@ -905,12 +943,13 @@ export default function InsuranceStatusPage() {
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "delta-ins"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={(pdfId, fallbackFilename) => {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`,
);
setPreviewOpen(true);
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
@@ -944,12 +983,13 @@ export default function InsuranceStatusPage() {
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "tufts-sco"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={(pdfId, fallbackFilename) => {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`,
);
setPreviewOpen(true);
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
@@ -963,12 +1003,13 @@ export default function InsuranceStatusPage() {
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "united-sco"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={(pdfId, fallbackFilename) => {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`,
);
setPreviewOpen(true);
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
@@ -982,12 +1023,13 @@ export default function InsuranceStatusPage() {
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "cca"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={(pdfId, fallbackFilename) => {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_cca_${memberId}.pdf`,
);
setPreviewOpen(true);
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>