Commit Graph

4 Commits

Author SHA1 Message Date
Gitead
7360b1930b feat: add provider column, commission tracking, and report provider filter
- 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>
2026-05-15 23:51:39 -04:00
Gitead
e204d30ff6 fix: update per-patient collected in reports to use mhPaidAmount + copayment
All per-patient SQL queries now compute:
  collected = mhPaidAmount + copayment
  balance   = totalBilled - collected - adjustment

Fixes patient rows showing $0 collected while report total was correct.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 21:51:15 -04:00
Gitead
49415bcfc4 feat: wire copayment/adjustment into balance and collected calculations
Balance = totalBilled - mhPaidAmount - copayment - adjustment
Collected = mhPaidAmount + copayment (adjustment is a write-off)

- Frontend breakdown now shows Collected, Adjustment (if >0), and Balance
- Reports: totalCollected and totalOutstanding use the new formula
- Both date-range and staff summary queries updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 21:36:04 -04:00
5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00