feat: batch eligibility, batch claim, and batch check+claim from AI chat
- Add batch_eligibility, batch_claim, and batch_check_and_claim intents to AI classifier so multiple patients can be processed one by one - Add queue processing on insurance-status and claims pages to auto-start the next patient after each check/claim completes - Make patient schema firstName, lastName, phone optional so patients can be created with just member ID + DOB from eligibility checks - Cancel buttons now preserve chat history instead of clearing it - Patient-found card shows Check Eligibility, Eligibility & Appointment Today, and Cancel buttons - Claim service date asks user to pick between latest appointment and today when they differ - Login page subtitle styled with animated gradient Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
@@ -45,6 +45,9 @@ export interface ChatResponse {
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| "show_patient"
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| "check_eligibility_prefill"
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| "eligibility_id_ready"
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| "batch_eligibility_ready"
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| "batch_claim_ready"
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| "batch_check_and_claim_ready"
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| "check_and_claim_ready"
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| "need_insurance_clarification"
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| "appointment_created"
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@@ -314,12 +317,30 @@ export async function runInternalChatWorkflow(
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return await handleEligibilityById(classification, storage);
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}
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// ── Batch eligibility (multiple patients) ─────────────────────────────────
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if (intent === "batch_eligibility") {
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return await handleBatchEligibility(classification, storage);
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}
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// ── Check eligibility + claim procedures ──────────────────────────────────
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if (intent === "check_and_claim") {
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return await handleCheckAndClaim(classification, storage, customAliases);
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}
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// ── Batch check & claim (eligibility + claim for multiple patients) ────────
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if (intent === "batch_check_and_claim") {
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return await handleBatchCheckAndClaim(classification, storage, customAliases);
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}
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// ── Batch claim (same procedures for multiple patients) ───────────────────
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if (intent === "batch_claim") {
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return await handleBatchClaim(classification, storage, customAliases);
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}
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// ── Claim only (no eligibility check) ─────────────────────────────────────
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if (intent === "claim_only") {
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@@ -436,6 +457,266 @@ async function handleEligibilityById(
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};
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}
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// ─── batch_eligibility ───────────────────────────────────────────────────────
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async function handleBatchEligibility(
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c: ChatClassification,
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storage: StorageLike
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): Promise<ChatResponse> {
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const pairs = c.patients ?? [];
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if (pairs.length < 2) {
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// Fallback to single if somehow only 1 pair
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if (pairs.length === 1) {
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return await handleEligibilityById(
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{ ...c, memberId: pairs[0]!.memberId, dob: pairs[0]!.dob, intent: "eligibility_by_id" },
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storage
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);
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}
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return { reply: "Please provide at least two member ID + DOB pairs to batch-check." };
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}
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const resolved: {
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memberId: string;
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dob: string;
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siteKey: string;
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autoCheck: string;
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patient: ResolvedPatient | null;
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}[] = [];
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for (const { memberId, dob } of pairs) {
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const id = memberId?.trim();
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const d = dob?.trim();
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if (!id || !d) continue;
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const existing = await findPatientByMemberId(id, d, storage);
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const patient: ResolvedPatient | null = existing ? patientToResult(existing) : null;
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const resolvedDob = d ?? patient?.dateOfBirth ?? null;
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if (!resolvedDob) continue;
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const siteKey = resolveSiteKey(
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patient?.insuranceProvider ?? null,
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c.insuranceHint ?? null
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) ?? "MH";
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resolved.push({
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memberId: id,
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dob: resolvedDob,
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siteKey,
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autoCheck: siteKeyToAutoCheck(siteKey, resolvedDob),
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patient,
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});
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}
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if (resolved.length === 0) {
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return { reply: "Could not parse any valid member ID + DOB pairs." };
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}
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const labels = resolved.map((r) => {
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const name = r.patient
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? `${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
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: `ID ${r.memberId}`;
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return name;
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});
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return {
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reply: `Ready to check eligibility for ${resolved.length} patients: ${labels.join(", ")}.`,
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action: "batch_eligibility_ready",
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actionData: { queue: resolved },
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};
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}
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// ─── batch_check_and_claim ────────────────────────────────────────────────────
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async function handleBatchCheckAndClaim(
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c: ChatClassification,
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storage: StorageLike,
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customAliases: { phrase: string; cdtCode: string }[]
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): Promise<ChatResponse> {
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const pairs = c.patients ?? [];
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if (pairs.length < 2) {
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if (pairs.length === 1) {
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return await handleCheckAndClaim(
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{ ...c, memberId: pairs[0]!.memberId, dob: pairs[0]!.dob, intent: "check_and_claim" },
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storage,
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customAliases
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);
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}
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return { reply: "Please provide at least two member ID + DOB pairs." };
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}
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const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
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if (procedureNames.length === 0) {
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return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
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}
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const cdtResults: CdtResult[] = lookupCdtCodes(procedureNames, customAliases);
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const matched = cdtResults.filter((r) => r.code !== null);
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const unmatched = cdtResults.filter((r) => r.code === null);
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if (unmatched.length > 0) {
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const phrases = unmatched.map((r) => r.input);
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return {
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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. D0272)`,
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action: "need_cdt_clarification",
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actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
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};
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}
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const resolved: {
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memberId: string;
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dob: string;
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siteKey: string;
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autoCheck: string;
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patient: ResolvedPatient | null;
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}[] = [];
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for (const { memberId, dob } of pairs) {
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const id = memberId?.trim();
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const d = dob?.trim();
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if (!id || !d) continue;
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const existing = await findPatientByMemberId(id, d, storage);
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const patient: ResolvedPatient | null = existing ? patientToResult(existing) : null;
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const resolvedDob = d ?? patient?.dateOfBirth ?? null;
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if (!resolvedDob) continue;
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const siteKey = resolveSiteKey(
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patient?.insuranceProvider ?? null,
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c.insuranceHint ?? null
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) ?? "MH";
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resolved.push({
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memberId: id,
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dob: resolvedDob,
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siteKey,
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autoCheck: siteKeyToAutoCheck(siteKey, resolvedDob),
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patient,
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});
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}
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if (resolved.length === 0) {
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return { reply: "Could not parse any valid member ID + DOB pairs." };
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}
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const labels = resolved.map((r) => {
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const name = r.patient
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? `${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
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: `ID ${r.memberId}`;
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return name;
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});
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const codeList = matched.map((r) => `${r.code} (${r.description})`).join(", ");
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return {
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reply: `Ready to check eligibility and claim ${codeList} for ${resolved.length} patients: ${labels.join(", ")}.`,
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action: "batch_check_and_claim_ready",
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actionData: {
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queue: resolved,
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matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
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renderingProvider: c.renderingProvider ?? null,
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},
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};
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}
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// ─── batch_claim ─────────────────────────────────────────────────────────────
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async function handleBatchClaim(
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c: ChatClassification,
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storage: StorageLike,
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customAliases: { phrase: string; cdtCode: string }[]
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): Promise<ChatResponse> {
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const names = c.patientNames ?? [];
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if (names.length < 2) {
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if (names.length === 1) {
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return await handleClaimOnly(
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{ ...c, patientName: names[0], intent: "claim_only" },
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storage,
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customAliases
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);
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}
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return { reply: "Please include at least two patient names to batch-claim." };
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}
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const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
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if (procedureNames.length === 0) {
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return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
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}
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const cdtResults: CdtResult[] = lookupCdtCodes(procedureNames, customAliases);
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const matched = cdtResults.filter((r) => r.code !== null);
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const unmatched = cdtResults.filter((r) => r.code === null);
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if (unmatched.length > 0) {
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const phrases = unmatched.map((r) => r.input);
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return {
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reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D0272)`,
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action: "need_cdt_clarification",
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actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
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};
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}
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const resolved: {
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patient: ResolvedPatient;
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siteKey: string;
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serviceDate: string | null;
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appointmentId: number | null;
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}[] = [];
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const notFound: string[] = [];
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for (const name of names) {
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const trimmed = name.trim();
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if (!trimmed) continue;
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const raw = await findPatientByName(trimmed, storage);
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if (!raw) {
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notFound.push(trimmed);
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continue;
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}
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const patient = patientToResult(raw);
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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const d1120Warning = checkD1120Age(matched, fullName, patient.dateOfBirth, c.appointmentDate);
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if (d1120Warning) return d1120Warning;
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const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
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let serviceDate: string | null = c.appointmentDate ?? null;
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let appointmentId: number | null = null;
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if (!serviceDate) {
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const now = new Date();
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serviceDate = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
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}
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resolved.push({ patient, siteKey, serviceDate, appointmentId });
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}
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if (notFound.length > 0 && resolved.length === 0) {
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return { reply: `Could not find any patients matching: ${notFound.join(", ")}. Please check the spelling.` };
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}
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const labels = resolved.map((r) =>
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`${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
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);
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const codeList = matched.map((r) => `${r.code} (${r.description})`).join(", ");
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let reply = `Ready to claim ${codeList} for ${resolved.length} patients: ${labels.join(", ")}.`;
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if (notFound.length > 0) {
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reply += ` Could not find: ${notFound.join(", ")}.`;
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}
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return {
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reply,
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action: "batch_claim_ready",
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actionData: {
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queue: resolved.map((r) => ({
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patient: r.patient,
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siteKey: r.siteKey,
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serviceDate: r.serviceDate,
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appointmentId: r.appointmentId,
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})),
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matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
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renderingProvider: c.renderingProvider ?? null,
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},
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};
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}
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// ─── check_and_claim ─────────────────────────────────────────────────────────
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async function handleCheckAndClaim(
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@@ -624,53 +905,44 @@ async function handleClaimOnly(
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let appointmentId: number | null = null;
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if (!serviceDate) {
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const now = new Date();
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const todayStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
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const appts = await storage.getAppointmentsByPatientId(patient.id);
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const sorted = appts.sort((a: any, b: any) =>
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new Date(b.date).getTime() - new Date(a.date).getTime()
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);
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if (sorted.length >= 2) {
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const d1 = new Date(sorted[0].date).getTime();
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const d2 = new Date(sorted[1].date).getTime();
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const diffDays = Math.abs(d1 - d2) / (1000 * 60 * 60 * 24);
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if (sorted.length > 0) {
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const rawDate = new Date(sorted[0].date);
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const latestStr = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
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if (diffDays < 7) {
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// Use UTC methods to avoid local-timezone day-shift on midnight UTC dates
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if (latestStr === todayStr) {
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serviceDate = todayStr;
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appointmentId = sorted[0].id ?? null;
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} else {
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const fmtUTC = (a: any) => {
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const d = new Date(a.date);
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return `${String(d.getUTCMonth() + 1).padStart(2, "0")}/${String(d.getUTCDate()).padStart(2, "0")}/${d.getUTCFullYear()}`;
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};
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const isoUTC = (a: any) => {
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const d = new Date(a.date);
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return `${d.getUTCFullYear()}-${String(d.getUTCMonth() + 1).padStart(2, "0")}-${String(d.getUTCDate()).padStart(2, "0")}`;
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};
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const todayLabel = `${String(now.getMonth() + 1).padStart(2, "0")}/${String(now.getDate()).padStart(2, "0")}/${now.getFullYear()}`;
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return {
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reply: `Found two appointments close together for ${fullName}: ${fmtUTC(sorted[0])} and ${fmtUTC(sorted[1])}. Which date should I use for the claim?`,
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reply: `Which service date for ${fullName}?`,
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action: "need_appointment_selection",
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actionData: {
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patient,
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siteKey: resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH",
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matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
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options: [
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{ label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: isoUTC(sorted[0]) },
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{ label: fmtUTC(sorted[1]), appointmentId: sorted[1].id, serviceDate: isoUTC(sorted[1]) },
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{ label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: latestStr },
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{ label: `${todayLabel} (Today)`, appointmentId: null, serviceDate: todayStr },
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],
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},
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};
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}
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} else {
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serviceDate = todayStr;
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}
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if (sorted.length > 0) {
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const rawDate = new Date(sorted[0].date);
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serviceDate = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
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appointmentId = sorted[0].id ?? null;
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}
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}
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if (!serviceDate) {
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// No appointment on file and no date in message — default to today
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const now = new Date();
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serviceDate = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
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}
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const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
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