- 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>
- Extract patient name from search results row instead of failing on detail page
- Return dateOfBirth from input data (no need to scrape from webpage)
- Wait for search page to fully load before provider dropdown selection
- Add 3s wait after search results appear for row content to render
- Backend: fallback to update existing patient DOB instead of creating duplicate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts
- CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule
(2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.)
- Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count
- Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use
- Cancel on confirm card returns to chat (not full reset) so user can correct and retry
- Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second
chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed)
- check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients
- DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split)
- getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected)
- Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings
- AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day)
- AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
(these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add PLAN_NOT_ACCEPTED to PatientStatus enum (prisma schema + db push)
- Selenium: return "plan not accepted" eligibility text instead of collapsing to inactive
- Backend processor: map "plan not accepted" → PLAN_NOT_ACCEPTED, fix insuranceProvider label
- _shared.ts: save DOB for existing patients when field is currently empty
- Frontend: show amber "Plan Not Accepted" badge in patient table and detail panel
- patient-form.tsx: display "Plan Not Accepted" label in status dropdown
- BullMQ: set attempts=1 (no retry on selenium failure)
- DDMA: remove first/last name from search (member ID + DOB only)
- patient-types.ts: allow alphanumeric insurance IDs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
