The exact ng-click='newEligibility();' XPath was failing to match the link.
Replaced with three alternative patterns (partial ng-click, full text, partial
text), added a JS-click fallback for intercepted clicks, and auto-re-opens the
Verification dropdown if it closes before the link is found.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New DialPad component on Patient Connection page: clickable keypad,
call/hangup/mute buttons, duration timer, keyboard input support
- Backend: POST /api/twilio/voice-token issues Access Token for browser
Device; POST /api/twilio/webhook/voice-browser is the TwiML webhook
Twilio calls to bridge the browser to the patient's phone
- TwiML App SID field added to Twilio Settings (stored in templates JSON)
- README: one-time Twilio Console setup instructions for the dial pad
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Gemini-powered internal staff chatbot (free-text input in the
upper-right bot panel): type "check MARIA GONZALES" to search patient
and pre-fill eligibility, or "open claims" to navigate directly
- Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini
classifier (intent: check_eligibility, find_patient, navigate_*)
- Add Users AI Chat settings section in Settings > Advanced > AI Chat
to configure a custom system prompt for the internal assistant
- Store internal chat system prompt in existing twilioSettings JSON
blob (no DB migration needed)
- Add AI Input Agent sidebar entry and placeholder page describing
planned keyboard-automation typing into Open Dental / Eaglesoft
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added getPatientByInsuranceIdAndDob to storage
- Processor uses insuranceId + DOB as unique key instead of insuranceId alone
- Dependent with same subscriber ID but different DOB gets a new patient record
(bypasses createOrUpdatePatientByInsuranceId which would overwrite subscriber)
- Name extraction anchored to "Relationship:" to scope Patient Info column only
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Extract patient first/last name from Patient Information DOM section
(scoped to avoid duplicate Subscriber Information column values)
- Switch to latest tab at start of step2 (Eligibility Identifier opens in new tab)
- DOB: double-click + ActionChains.send_keys (no pyperclip, avoids Chrome crash)
- BCBS MA button changed to variant="default" to match nearby buttons
- Backend processor uses extracted names from selenium result
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Move Select Procedures above Check Eligibility in appointment right-click menu
- Show 3 blank service lines by default when opening Select Procedures with no saved procedures
- Fix serviceLines not being preserved when API returns empty procedures list
- CDT combo buttons no longer auto-fill price (only fill codes); user maps price via Map Price button
- Overlap detection in schedule: shorten earlier appointment display span when a later one starts within its range
- Procedures dialog: replace single manual-add row with 3 pre-filled blank rows grid + Add Line / Save Lines buttons
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Rewrote UnitedDH claim worker to navigate via eligibility page → Selected Patient → Submit Claim button flow
- Updated helpers_uniteddh_claim.py step names to match new 9-step workflow
- Changed payer selection in both eligibility and claim workers to type + Enter
- Updated patient table column header from 'DOB / Gender' to 'DOB'
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Using paymentGroupId label as the page-load wait caused TimeoutException when
the claim flow's page structure differed, returning ERROR and triggering
_minimize_browser (about:blank + minimize). Now waits for the btn-primary
Continue button (original safe indicator) and wraps both dropdown selections
in try/except so the step never fails due to a missed dropdown.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Mirrors the same Provider & Location page pattern from the eligibility worker:
- wait for paymentGroupId label visibility before interacting
- Treatment Location: ng-arrow-wrapper click + ARROW_DOWN/ENTER
- Billing Entity: ng-arrow-wrapper click + ARROW_DOWN/ENTER
- re-find Continue button after selections to avoid stale element
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- United SCO eligibility: add Treatment Location step before Billing Entity
on Provider & Location page; both use ng-arrow-wrapper ActionChains click
+ ARROW_DOWN/ENTER keyboard selection to handle upward-opening panels
- Use visibility_of_element_located for Billing Entity label wait so code
waits for page to fully render after Select Insurance modal closes
- DOB (and all dates) now display as MM/DD/YYYY instead of Mon DD, YYYY
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
DentaQuest stores its MFA trust as a persistent cookie, not in
LocalStorage like DDMA/Azure B2C. Deleting the Cookies file on startup
wiped that trust token, forcing OTP on every app restart. Now only the
credentials tracking file is reset on startup; if credentials change,
_force_logout() still calls delete_all_cookies() for a full reset.
Covers both eligibility and claim flows (both share the same
DentaQuestBrowserManager singleton).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add appointment type categories matching insurance claim form (recall, filling, pedo, dentures, implant, endo, crown, perio, extraction, ortho, consultation, emergency, other)
- Auto-infer appointment type from CDT codes with priority rules (endo > implant > crown > ...)
- typeLocked flag prevents auto-overwrite when user manually sets type
- Show appointment type label and procedure codes on schedule cards
- Background sync on /day route retroactively fixes stale appointment types
- Fix PUT /api/claims/:id to save claimFiles (previously silently dropped)
- Auto-link AppointmentFile records to ClaimFile when claim is created or updated
- Fix D5750 (denture reline) CDT range to map correctly to dentures category
- Fix typeLocked Zod rejection in appointment update route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix Express route ordering in appointments-procedures so /prefill-from-appointment
is matched before /:id (D0140 and other codes now always reach the claim)
- claim-form: always fetch AppointmentProcedure records when an existing claim loads
so post-save procedure edits (e.g. adding D0140) are reflected immediately
- appointments-page: replace sessionStorage with React state (newApptPrefill) for
slot-click prefill so columns B-F correctly carry their staffId into the form
- add-appointment-modal / appointment-form: thread prefillData prop; add
NewAppointmentPrefill interface; useEffect applies values via setValue
- appointments upsert: remove per-patient dedup so the same patient can have
multiple appointments on the same day in the same column
- DentaQuest / TuftsSCO: navigate to about:blank and minimize instead of
quit_driver after each run — session cookie stays in memory so OTP is only
required once per app startup, not on every eligibility or claim check
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Use normalize-space(.) instead of text() to capture button text inside
child elements, add modal-scoped fallback selectors, and prefer JS click
to avoid overlay interception.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- claims.ts: batch-column now routes each patient to the correct portal
(MH/CCA/DDMA/TuftsSCO/UnitedSCO) based on patient.insuranceProvider
- appointments-page.tsx: eligibility badge falls back to patientStatus
for all insurance types, not just MassHealth
- unitedDHClaimProcessor/ddmaClaimProcessor/tuftsSCOClaimProcessor:
auto-save claim PDF when no socketId (batch-column path)
- unitedSCOEligibilityProcessor: unknown eligibility no longer stored as INACTIVE
- queues.ts: add tuftssco-claim-submit and uniteddh-claim-submit to SeleniumJobType
- selenium_UnitedSCO_eligibilityCheckWorker.py:
- step1: add Select Insurance OK click with staleness wait; Provider &
Location page just clicks Continue; skip first/last name input
- step2: extract name from eligibility details tab (ALL CAPS → title case);
skip "not available" guard; fix name regex to match only all-caps words
- .gitignore: ignore all chrome_profile_* directories
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds stop-app.sh to kill all services by port (5000-5003, 3000/3001)
and updates setup-desktop-shortcut.sh to create both Start and Stop
desktop shortcuts in a single run. README Step 13 updated accordingly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each office sets VITE_CLOUDFLARE_HOST and CLOUDFLARE_HOST in their
local .env files instead of hardcoding the subdomain in source code.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full Tufts SCO claim Selenium worker (steps 1-8): login with OTP
support, member search, Create Claim, fill form, attach files, submit,
extract claim number and save confirmation PDF
- Fix DentaQuest browser manager to preserve device trust token on startup
(only clear cookies, not LocalStorage/IndexedDB) so OTP is only needed
once for both eligibility and Tufts claim
- Fix Tufts SCO claim route credential lookup key (TUFTS_SCO not TuftsSCO)
- Add Tufts SCO and United/DentalHub entries to fee schedule update route
- Add "Claim All" button that auto-routes to the correct claim handler
based on the Insurance Type dropdown value
- Add fee schedule JSON files for DDMA, Tufts SCO, and United/DentalHub
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>
- Selenium: bulletproof Wait→Click→Clear→Type→Verify for tooth, billed amt cells
- Selenium: fix billed amt to click td[23] (correct column) to trigger edit mode
- Selenium: skip tentative date (auto-filled by page after tooth entry)
- Frontend: add Implants category with Implant/Abut/Crown, Fixture, Abutment, Crown buttons (D6010/D6057/D6058)
- Frontend: pdf-preview-modal renders PNG screenshots as <img> instead of PDF iframe
- Backend: CCA preauth route creates claim record if none exists
- Backend: CCA preauth processor saves authNumber into claimNumber column after submission
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 step-by-step Cloudflare tunnel setup to README.md with Summit Dental Care as a multi-office example. Create docs/ports.md documenting all service hosts and ports.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
External browsers were hitting localhost:5000 instead of going through
nginx. VITE_API_BASE_URL_BACKEND is now empty so all API calls use
relative /api/ paths that nginx proxies to the backend. Also adds
https://communitydentistsoflowell.mydentalofficemanagement.com to
FRONTEND_URLS for CORS. Updated .env.example to match so setup from
template doesn't silently revert this fix.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After login, Chrome on some machines opens the portal dashboard in a new
tab and closes the SSO tab. Poll all window handles until the portal URL
is found, then switch to it — works for both same-tab and new-tab redirects.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- MassHealth: detect SSO/portal maintenance page and return clear error
instead of cryptic step1 timeout; wait for SSO redirect to complete
before running step1; add modal dismissal and failure screenshot/logging
- DentaQuest: detect maintenance page in login and step1; search by
member ID + DOB only (remove first/last name to prevent stale data
from previous patient being submitted)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Deleting users with patients/appointments/claims was blocked by FK
constraints. Now reassigns those records to the requesting admin before
deletion, and cleans up user-specific data (backups, cloud files).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Removed per-user patient filtering so all staff accounts see the same
patient pool. Previously each user only saw patients they created.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace the prisma migrate deploy subprocess with a custom
applyMissingMigrations() that reads each migration SQL file and runs it
via prisma.$executeRawUnsafe. This avoids the Prisma CLI aborting when
the restored _prisma_migrations table contains orphaned entries (migration
names that no longer have a corresponding file in the migrations folder).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- After importing a backup, run prisma migrate deploy so any schema
migrations the backup is missing are applied automatically. This
prevents pages from failing due to missing tables/columns when the
backup was taken on an older version of the app.
- Force logout and redirect to login after a successful restore so the
JWT is refreshed against the restored database (prevents userId
mismatch causing user-scoped queries to return empty results).
- Fix getTotalPatientCount() in /status route to pass userId so it
counts only the current user's patients instead of all patients.
- Add prisma.$connect() after $disconnect() to ensure a clean reconnect.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace Others button with Claim Saved (blue MH, green Claim Saved)
- Claim Saved saves full claim to DB using patient's insuranceProvider
- No Selenium triggered — works like a real claim for payment/report tracking
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>
- Remove "Claim Status" from appointment context menu
- Rename "Eligibility Status" → "Check Eligibility"
- Check Eligibility now navigates to insurance-status page and auto-starts
the correct selenium flow based on the patient's stored insurance provider:
MassHealth 21+ → MH Eligibility & History
MassHealth <21 → CMSP Eligibility & History & Remaining
Delta Dental MA → DDMA selenium
Delta Dental Ins → Delta Ins selenium (OTP modal if needed)
United Healthcare SCO → United SCO selenium
DentaQuest/Tufts → Tufts SCO selenium
Commonwealth Care Alliance → CCA selenium
Unknown → scroll to Other provider checks section
- Add autoTrigger/onAutoTriggered props to all five button components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The insuranceId format check on the backend rejected updates when the member ID
contained non-digit characters. Tagging insuranceProvider on the patient is not
required for selenium to run, so the calls are removed from handleMHSubmit,
handleMHPreAuth, and handleAddService.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Insurance Forms modal: split into Insurance Claim / PreAuth tabs
- PreAuth tab: same patient info + service lines, no toggle/direct combos
- Excluded Recalls & New Patients, Composite Fillings (Front/Back), Pedo from PreAuth combos
- Extractions: replaced Simple/Surg/Baby Teeth EXT with Full Bony EXT (D7240)
- MH PreAuth button: rewritten selenium worker to use masshealth-dental.org,
selects Dental Prior Authorization (2nd option), skips Date of Service field
- agent.py: convert pdf_path to pdf_url for /claim-pre-auth endpoint
- nginx + Express: raise body size limit to 50mb (fix 413 errors)
- DB schema: appointmentId optional on Claim, add preAuthNumber field, add PREAUTH status
- Backend: create PREAUTH claim record on preauth submit, save preAuthNumber on completion
- Claims table: add PreAuth No column (blue) next to Claim No
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>
