feat: add multi_claim intent for different procedures per patient + fix batch claim PDF race

- Add multi_claim intent so AI correctly handles "claim X for patient A and Y for patient B"
  instead of applying all procedures to all patients (batch_claim)
- Each patient carries their own matchedCodes in the queue
- Fix batch claim PDF race condition: chatbot queue no longer advances in closeClaim(),
  instead advances after selenium PDF is downloaded (matching column claim behavior)
- Align United SCO eligibility worker with claim worker: only fill subscriber ID + DOB,
  use treatmentLocation by ID instead of arrow-wrapper click

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

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

@@ -33,6 +33,7 @@ type Step =
   | "need-cdt-clarification"
   | "claim-ready"
   | "batch-claim-ready"
+  | "multi-claim-ready"
   | "batch-check-and-claim-ready"
   | "preauth-ready";
 
@@ -589,6 +590,16 @@ export function ChatbotButton() {
         return;
       }
 
+      if (data.action === "multi_claim_ready" && data.actionData) {
+        setBatchClaimData({
+          queue: data.actionData.queue ?? [],
+          matchedCodes: [],
+          renderingProvider: data.actionData.renderingProvider ?? null,
+        });
+        setStep("multi-claim-ready");
+        return;
+      }
+
       if (data.action === "claim_only_ready" && data.actionData) {
         const { patient, matchedCodes, siteKey, serviceDate, appointmentId, renderingProvider } = data.actionData;
         setClaimReadyData({
@@ -638,6 +649,7 @@ export function ChatbotButton() {
     step === "batch-eligibility-ready" ||
     step === "check-and-claim-ready" ||
     step === "batch-claim-ready" ||
+    step === "multi-claim-ready" ||
     step === "batch-check-and-claim-ready" ||
     step === "need-insurance-clarification" ||
     step === "need-appointment-selection";
@@ -1193,6 +1205,72 @@ export function ChatbotButton() {
                 </div>
               )}
 
+              {/* Multi claim ready — different procedures per patient */}
+              {step === "multi-claim-ready" && batchClaimData && (
+                <div className="bg-orange-50 border border-orange-200 rounded-xl p-3 space-y-2">
+                  <p className="text-xs font-semibold text-orange-800">
+                    Claim for {batchClaimData.queue.length} patients:
+                  </p>
+                  {batchClaimData.queue.map((item: any, i: number) => (
+                    <div key={i} className="pl-2 space-y-0.5">
+                      <p className="text-xs text-orange-600 font-medium">
+                        {i + 1}. {item.patient.firstName} {item.patient.lastName}
+                      </p>
+                      {item.matchedCodes?.length > 0 && (
+                        <div className="pl-3">
+                          {item.matchedCodes.map((c: any) => (
+                            <p key={c.code} className="text-xs text-gray-700">
+                              <span className="font-medium">{c.code}</span> — {c.description}
+                            </p>
+                          ))}
+                        </div>
+                      )}
+                    </div>
+                  ))}
+                  <div className="flex flex-col gap-2 pt-1">
+                    <Button
+                      size="sm"
+                      className="w-full h-8 text-xs bg-orange-600 hover:bg-orange-700 text-white"
+                      onClick={() => {
+                        const { queue, renderingProvider } = batchClaimData;
+                        addMsg("user", `Claim all ${queue.length} patients`);
+                        addMsg("bot", `Claiming ${queue.length} patients one by one...`);
+                        const [first, ...rest] = queue as any[];
+                        if (rest.length > 0) {
+                          sessionStorage.setItem("chatbot_claim_queue", JSON.stringify({
+                            remaining: rest,
+                            matchedCodes: null,
+                            renderingProvider,
+                          }));
+                        }
+                        if (first!.patient.id && first!.matchedCodes?.length > 0) {
+                          sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({
+                            codes: first!.matchedCodes,
+                            siteKey: first!.siteKey,
+                            serviceDate: first!.serviceDate,
+                            autoSubmit: true,
+                            renderingProvider: renderingProvider ?? null,
+                            dob: first!.patient.dateOfBirth ?? null,
+                          }));
+                        }
+                        setChatbotPendingFiles(pendingFiles);
+                        markJobStarted();
+                        const url = first!.appointmentId
+                          ? `/claims?appointmentId=${first!.appointmentId}`
+                          : `/claims?newPatient=${first!.patient.id}`;
+                        setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
+                      }}
+                    >
+                      <FileText className="h-3 w-3 mr-1" />
+                      Claim All ({batchClaimData.queue.length} patients)
+                    </Button>
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
+                      Cancel
+                    </Button>
+                  </div>
+                </div>
+              )}
+
               {/* Claim ready — confirm before submitting */}
               {step === "claim-ready" && claimReadyData && (() => {
                 const [sy, sm, sd] = (claimReadyData.serviceDate ?? "").split("-");

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

@@ -143,6 +143,7 @@ export default function ClaimsPage() {
       // CCA result: pdfFileId is already saved by the processor — open preview directly
       if (jobResult.pdfFileId) {
         advanceAiClaimQueue();
+        advanceChatbotClaimQueue();
         setPreviewPdfId(jobResult.pdfFileId);
         setPreviewFallbackFilename(jobResult.pdfFilename ?? `cca_claim_${jobResult.claimNumber ?? "unknown"}.pdf`);
         setPreviewOpen(true);
@@ -333,6 +334,82 @@ export default function ClaimsPage() {
     }
   };
 
+  // Advance the chatbot_claim_queue / chatbot_check_claim_queue after selenium PDF is saved.
+  // NOT called from closeClaim — called only after the selenium job completes and PDF is downloaded.
+  const advanceChatbotClaimQueue = () => {
+    try {
+      const raw = sessionStorage.getItem("chatbot_check_claim_queue");
+      if (raw) {
+        const parsed = JSON.parse(raw);
+        const remaining = parsed?.remaining as any[] | undefined;
+        const matchedCodes = parsed?.matchedCodes ?? [];
+        const renderingProvider = parsed?.renderingProvider ?? null;
+        if (remaining && remaining.length > 0) {
+          const [next, ...rest] = remaining;
+          if (rest.length > 0) {
+            sessionStorage.setItem("chatbot_check_claim_queue", JSON.stringify({ remaining: rest, matchedCodes, renderingProvider }));
+          } else {
+            sessionStorage.removeItem("chatbot_check_claim_queue");
+          }
+          sessionStorage.setItem("chatbot_claim_codes", JSON.stringify({
+            codes: matchedCodes,
+            siteKey: next.siteKey,
+            patientId: next.patient?.id ?? null,
+            memberId: next.memberId,
+            dob: next.dob,
+            serviceDate: null,
+            renderingProvider,
+          }));
+          sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
+            memberId: next.memberId,
+            dob: next.dob,
+            autoCheck: next.autoCheck,
+          }));
+          setTimeout(() => {
+            window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
+            setWouterLocation("/insurance-status");
+          }, 500);
+          return;
+        }
+        sessionStorage.removeItem("chatbot_check_claim_queue");
+      }
+    } catch {}
+
+    try {
+      const raw = sessionStorage.getItem("chatbot_claim_queue");
+      if (raw) {
+        const parsed = JSON.parse(raw);
+        const remaining = parsed?.remaining as any[] | undefined;
+        const sharedMatchedCodes = parsed?.matchedCodes ?? [];
+        const renderingProvider = parsed?.renderingProvider ?? null;
+        if (remaining && remaining.length > 0) {
+          const [next, ...rest] = remaining;
+          if (rest.length > 0) {
+            sessionStorage.setItem("chatbot_claim_queue", JSON.stringify({ remaining: rest, matchedCodes: sharedMatchedCodes, renderingProvider }));
+          } else {
+            sessionStorage.removeItem("chatbot_claim_queue");
+          }
+          const codes = next.matchedCodes?.length > 0 ? next.matchedCodes : sharedMatchedCodes;
+          if (next.patient?.id && codes.length > 0) {
+            sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({
+              codes,
+              siteKey: next.siteKey,
+              serviceDate: next.serviceDate,
+              autoSubmit: true,
+              renderingProvider,
+              dob: next.patient.dateOfBirth ?? null,
+            }));
+          }
+          setTimeout(() => {
+            setWouterLocation(`/claims?newPatient=${next.patient.id}`);
+          }, 500);
+          return;
+        }
+        sessionStorage.removeItem("chatbot_claim_queue");
+      }
+    } catch {}
+  };
+
   // Advance the ai_claim_queue by removing the first item (current patient).
   // Called only on successful submission so that cancel leaves the queue intact.
   const advanceAiClaimQueue = () => {
@@ -370,7 +447,10 @@ export default function ClaimsPage() {
     const data = await res.json();
     if (!res.ok) throw new Error(data?.message || "Failed to save claim");
     queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
-    if (!isDraft) advanceAiClaimQueue();
+    if (!isDraft) {
+      advanceAiClaimQueue();
+      advanceChatbotClaimQueue();
+    }
     return data;
   };
 
@@ -884,7 +964,10 @@ export default function ClaimsPage() {
         duration: isPreAuth ? 10000 : 5000,
       });
 
-      if (!isPreAuth) advanceAiClaimQueue();
+      if (!isPreAuth) {
+        advanceAiClaimQueue();
+        advanceChatbotClaimQueue();
+      }
 
       // Pop up the final PDF so the user doesn't need to navigate to Documents
       if (result.pdfFileId) {
@@ -933,78 +1016,10 @@ export default function ClaimsPage() {
       }
     } catch {}
 
-    // If a chatbot batch check+claim queue is pending, navigate to eligibility for the next patient
-    try {
-      const raw = sessionStorage.getItem("chatbot_check_claim_queue");
-      if (raw) {
-        const parsed = JSON.parse(raw);
-        const remaining = parsed?.remaining as any[] | undefined;
-        const matchedCodes = parsed?.matchedCodes ?? [];
-        const renderingProvider = parsed?.renderingProvider ?? null;
-        if (remaining && remaining.length > 0) {
-          const [next, ...rest] = remaining;
-          if (rest.length > 0) {
-            sessionStorage.setItem("chatbot_check_claim_queue", JSON.stringify({ remaining: rest, matchedCodes, renderingProvider }));
-          } else {
-            sessionStorage.removeItem("chatbot_check_claim_queue");
-          }
-          sessionStorage.setItem("chatbot_claim_codes", JSON.stringify({
-            codes: matchedCodes,
-            siteKey: next.siteKey,
-            patientId: next.patient?.id ?? null,
-            memberId: next.memberId,
-            dob: next.dob,
-            serviceDate: null,
-            renderingProvider,
-          }));
-          sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
-            memberId: next.memberId,
-            dob: next.dob,
-            autoCheck: next.autoCheck,
-          }));
-          setTimeout(() => {
-            window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
-            setWouterLocation("/insurance-status");
-          }, 500);
-          return;
-        }
-        sessionStorage.removeItem("chatbot_check_claim_queue");
-      }
-    } catch {}
-
-    // If a chatbot batch claim queue is pending, open the next patient
-    try {
-      const raw = sessionStorage.getItem("chatbot_claim_queue");
-      if (raw) {
-        const parsed = JSON.parse(raw);
-        const remaining = parsed?.remaining as any[] | undefined;
-        const matchedCodes = parsed?.matchedCodes ?? [];
-        const renderingProvider = parsed?.renderingProvider ?? null;
-        if (remaining && remaining.length > 0) {
-          const [next, ...rest] = remaining;
-          if (rest.length > 0) {
-            sessionStorage.setItem("chatbot_claim_queue", JSON.stringify({ remaining: rest, matchedCodes, renderingProvider }));
-          } else {
-            sessionStorage.removeItem("chatbot_claim_queue");
-          }
-          if (next.patient?.id && matchedCodes.length > 0) {
-            sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({
-              codes: matchedCodes,
-              siteKey: next.siteKey,
-              serviceDate: next.serviceDate,
-              autoSubmit: true,
-              renderingProvider,
-              dob: next.patient.dateOfBirth ?? null,
-            }));
-          }
-          setTimeout(() => {
-            setWouterLocation(`/claims?newPatient=${next.patient.id}`);
-          }, 500);
-          return;
-        }
-        sessionStorage.removeItem("chatbot_claim_queue");
-      }
-    } catch {}
+    // Chatbot batch queues (chatbot_claim_queue, chatbot_check_claim_queue) are NOT
+    // advanced here — they are advanced in advanceChatbotClaimQueue() which is called
+    // only after the selenium job completes and PDF is downloaded. This prevents the
+    // next patient's claim from starting before the current patient's PDF is saved.
   };
 
   // Pre Auth section