- New Selenium worker (fresh Chrome per run, no persistent session)
login → OTP modal → eTools → ConnectCenter → Verification →
New Eligibility Request → fill form (NPI, member ID, DOB) →
Expand All → CDP PDF back to app
- Backend route fetches BCBS_MA credentials + provider NPI from settings
- Frontend OTP modal with 6-digit code entry
- BCBS MA added to insurance credentials dropdown in settings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full Selenium automation for United/DentalHub claim submission
(steps 1-8: login, OTP, patient search, practitioner page, code entry,
other coverage No, attachments, submit, Status & History PDF)
- Consolidate UnitedDH siteKey to UNITED_SCO throughout app
- Fix procedure date overwrite with Ctrl+A+Delete before typing service date
- Fix OTP popup reliability: emit every poll (no throttle)
- Fix Chrome session persistence: only clear cookies on startup
- Add touchPatient() to storage: claim submission now pushes patient to
top of list across eligibility, claims, and documents pages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full DDMA claim Selenium flow (steps 1-8): search patient, open
member page, create claim, fill form, attach files, next, submit,
extract claim number and save confirmation PDF
- Add fee schedule price-mismatch dialog for all claim buttons (MH,
CCA, DDMA, United, Tufts, Save) with optional price update to JSON
- Add OTP modal for DDMA claim when session expires, mirroring
eligibility OTP flow
- Close Chrome after claim submission via quit_driver() (session
preserved in profile)
- Move Map Price button between Direct Submission and procedure table,
right-aligned above Billed Amount column
- Add fee-schedule update-price backend route
- Add DDMA claim processor with claimNumber/pdf_url result handling
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add CCA claim submit Selenium worker (login, fill form, attach docs, submit, capture dashboard PDF)
- Add CCA fee schedule (procedureCodesMH.json renamed, procedureCodesCCA.json added with D6010)
- Add backend route /api/claims/cca-claim, processor, and Selenium client
- Wire CCA claim handler in claims-page with job tracking and PDF preview popup
- Add insurance type dropdown in claim form (same options as eligibility page)
- Auto-populate insurance type from patient.insuranceProvider in claim form and patient edit form
- Map fee schedule by insurance type in Map Price button and combo buttons
- Fix CCA login speed (remove fixed sleeps, use readyState check)
- Fix CCA claim DOB format bug (was sending MM-DD-YYYY, now sends YYYY-MM-DD)
- Fix npiProviderId not saved for CCA claims
- Change Add Service → CCA Claim button (blue), MH → MH Claim
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add AI Dental Shopping to sidebar with Search/Tag and Login Info sub-pages
- Build full-stack Login Info CRUD: save vendor name, website, username, password per user
- Add ShoppingVendor Prisma model, run db push, regenerate client and Zod schemas
- Add storage layer, REST API at /api/shopping-vendors/, and frontend table with add/edit/delete modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Upload Payment Documents section with Extract & Download (Excel)
and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
strategy joins summary-page ICN/patient map with detail-page
procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
adjustment auto-computed on mhPaidAmount/copayment change;
Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Settings > Advanced > Procedure Duration/Time Slot page with three sections:
1. Procedure Duration: CDT codes with durations (editable table, save per section)
2. Doctor Time Slot: drag-to-block visual grid (A/B/C columns, 8 AM–9 PM, edit/delete slots)
3. Hygienist Time Slot: procedure descriptions with durations
- Backend: ProcedureTimeslot Prisma model, storage, and GET/PUT /api/procedure-timeslot route
- DB migration: procedure_timeslot table
- Appointment form: when type is "Other", show a free-text input for custom description; saved as other:<description> and decoded for display on the schedule card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add /dentaquest-eligibility endpoint in Python agent (Tufts SCO uses providers.dentaquest.com)
- Add backend route, processor, and service client for Tufts SCO (separate from UnitedSCO/DentalHub)
- Fix Tufts SCO button to post to new tuftssco route instead of unitedsco
- Fix credential field names: dentaquestUsername/Password (was tuftsscoUsername/Password)
- Fix socket event: listen for selenium:dentaquest_session_started (was unitedsco)
- Fix error visibility: keep session alive 30s on error so backend reads real message
- Replace free-text Site Key field with dropdown to prevent key mismatches
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
