- Claim file uploads (chatbot or manual) now save to both the Cloud
Storage patient folder and the Documents page via new
POST /api/claims/upload-to-cloud endpoint
- MH submit flow now calls uploadAttachmentsToLocalFolder (same as
DDMA/United/Tufts) so chatbot-attached X-rays are persisted
- Removed old /upload-attachments disk route and attachmentDiskStorage
multer config; deleted uploads/patients/ folder
- uploadAttachmentsToLocalFolder now points to /upload-to-cloud and
sends patientId so the backend can create the patient folder
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Chatbot: add paperclip button to attach X-ray/PDF files to claim submissions;
files flow through chatbotFileStore into claim-form uploadedFiles for Selenium
- CDT lookup: auto-select D3310/D3320/D3330 by tooth number for RCT; strip #NN
from procedure names before alias lookup so "1 pa, #3" → D0220 tooth 3;
add "1 pa" alias for D0220; expand multi-PA notation via AI prompt rule
- AI classifier: add navigate_eligibility intent ("check mh" → /insurance-status);
fix duplicate intent entry; add RCT and multi-PA prompt rules
- Check+claim flow: pass serviceDate through check_and_claim_ready actionData;
tryClaimFromChatbot skips PDF preview and navigates straight to claims with
memberId fallback lookup; wired into all provider onPdfReady callbacks
- Claims table: add Service Date column between Patient Name and Submission Date
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Added extractToothSurface() helper that parses "#NN [SURFACES]" from any
procedure input (tooth 1-32, surface letters O/M/D/B/L/F/I/V). Applied to
all lookup paths so any procedure with #14 or #29 OB carries toothNumber and
toothSurface through to the DDMA Selenium worker.
Also propagate toothNumber/toothSurface in matchedCodes and chatbot_claim_prefill
so the claim-form prefill sets these fields on the service lines before auto-submit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Internal AI chat: schedule_appointment intent books earliest available
slot in Column A using office hours; claim_only intent looks up latest
past appointment for service date, asks user when two appointments are
within 7 days, auto-triggers correct Selenium worker with mapped prices
- Gemini model updated to gemini-flash-latest; conversation history (15
messages) passed for pronoun/reference resolution; history trimmed to
start with user turn so Gemini doesn't reject the context
- Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey
matching; "tufs" now resolves to TUFTS_SCO
- DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate;
autoCheck now fires for all insurance types, not just MH/CMSP
- Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts)
accept formToUse and receive fee-schedule-priced form; prefillDone set
after chatbot code prefill so autoSubmit gate opens correctly
- Chatbot: chat history persisted in sessionStorage, cleared on logout
and auto-logout; Clear button writes fresh state synchronously; message
history window increased to 15
- DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before
sign-in to persist OTP trust cookie across sessions
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>
- 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>
- 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>
- 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>
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>
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth)
- Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage
- Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only
- Claims/PreAuth auto-prefills from saved procedures including NPI provider
- Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId
- Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed)
- Add npiProviderId column to AppointmentProcedure table (prisma db push)
- Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard
- Add full error logging to batch-column catch block
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
