- claims-page: after auto-submit closes the form, automatically navigate
back to /appointments when an AI claim queue is pending resume, eliminating
the manual navigation delay between appointments
- internal-chat-workflow: warn and block claim when D1120 (child prophy) is
requested for a patient aged 14+ — recommend D1110 (adult prophy) instead,
and advise manual claim if user insists on D1120
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- parseSrpCode: recognize "D4341 UL" / "4341 LR" etc., store quadrant in quad field
- matchOne: auto-prefix D for 4-digit inputs like "0120" → D0120
- LLM prompt: keep SRP code and quadrant together as one procedureName entry
- CdtMatch / CdtResult: add quad field, thread through matchedCodes action data
- claim-form.tsx: include quad in chatbot_claim_prefill type and spread to service line
- selenium_claimSubmitWorker.py: pass quad to fill_service_line, select quadrant
dropdown by index (UR=1, UL=2, LL=3, LR=4) matching MassHealth form structure
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Pass the user's primary NPI provider name through the eligibility and
claim routes so the Selenium workers click the matching option in the
DDMA member-search provider dropdown (data-testid=member-search_provider_select-btn)
rather than always falling back to the first entry.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AI chat extracts 'with provider <name>' and routes claim to that provider
- Claim form reads provider from sessionStorage before any async effects run,
preventing saved claim/procedure data from overriding the chatbot selection
- NPI provider settings table shows Provider #1 / #2 labels with up/down
reorder buttons; Provider #1 is always the default for claims
- Default provider now uses sortOrder instead of hardcoded 'Mary Scannell'
- Added sortOrder column to NpiProvider schema with migration
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
UI-only stub — logic to be defined. Mirrors the existing Claim for
Column section with its own column checkboxes and loading state.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The original migration only created the table with id/userId/apiKey.
All provider keys, models, toggles, and feature flags were in the
schema but never added to the database, causing every AI settings
save to fail with a Prisma column-not-found error.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Remove auto-appending of "Appointment with [staff name]" to notes on
save, and preserve existing notes when dragging an appointment to a
new slot.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card
- For known patients: creates today's appointment immediately, then opens eligibility page
- For unknown patients: navigates to eligibility page; after Selenium creates the patient,
auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page
- Update MH Eligibility & Appointment button to create a today's schedule slot instead of
navigating to the appointments page; shows PDF preview on completion
- createAppointmentToday falls back from Column A to Column B when Column A is full;
returns column label in response so UI can display it
- Set AI-scheduled appointment duration to 15 minutes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Daily sync and Sync Now both pull database + uploads in one operation.
PC1 streams uploads/ as a zip via GET /network-backup-files (archiver).
PC2 clears cloud-storage, patients, and patient-documents then extracts
the fresh copy before resolving. Timeout extended to 5 min for large files.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
PC2 can now automatically pull and restore a fresh copy of PC1's database
on a daily schedule. Config and API key are stored in local JSON files so
they survive database restores.
- New networkSyncConfigService: file-based config (network-backup-key.json,
network-sync-config.json) that persists through DB restores
- New networkSyncService: streams live pg_dump from source PC over HTTP and
pipes into psql, then reconnects Prisma and applies missing migrations
- 6 new endpoints: get/regenerate API key, serve backup stream (key-auth
only), get/save sync config, trigger immediate sync
- Hourly cron job that fires only when current hour matches configured syncHour
- NetworkBackupManager component: shows this machine's key (show/copy/regen)
and receiver config (enable toggle, hour picker 0-23, source URL + key,
Save + Sync Now, last sync status)
- README setup guide for both PCs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
"United Healthcare SCO" does not contain the substring "united sco" so
deriveSiteKey was falling through to the MH default. Add exact and prefix
aliases so any United Healthcare variant maps to UNITED_SCO.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
extractToothSurface now handles A-T primary tooth letters in addition to
numeric #1-32. strippedCleaned strips both formats so "D7111 # H" reduces
to "D7111" for the CDT pass-through. Pass-through no longer returns null
for codes not in the fee schedule JSON.
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>
siteKeyToAutoCheck now accepts an optional dob parameter. When siteKey is MH
and the patient is under 21 years old, returns "cmsp" so the AI chat triggers
the CMSP eligibility & history & remaining button instead of the adult MH one.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Instead of typing into the combobox, find the toggle button ("^" icon) in the
same container as the tooth input and click it via JS to open the dropdown.
Tries progressively wider ancestor scopes (1-5 levels up) to locate the button,
falls back to JS focus if none found. Then selects the exact tooth number from
the listbox options.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
step2: wait for patient list //tbody//tr then 3s stabilize; wait for patient
name link to be element_to_be_clickable before reading href; wait for Create
claim button to be element_to_be_clickable (visible+enabled) then 3s for React
to finish re-rendering.
step3: re-find Create claim button fresh each attempt (avoids stale element
from React re-render); try selenium click → js events → js.click() in sequence;
verify URL changed before declaring success.
step4: open tooth dropdown via JS focus (avoids element-not-interactable on
click); select the matching tooth number option directly from 1-32 listbox
instead of typing characters.
step7: find Submit claim button with individual XPaths to avoid NoneType crash.
claims-page: use wouter setLocation for URL param cleanup so internal search
state stays in sync.
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>
The green claim confirmation card in the chatbot was saving autoSubmit:false
to sessionStorage, so claims-page.tsx never set chatbotAutoSubmitSiteKey and
ClaimForm received autoSubmit=false, leaving Selenium unstarted after form fill.
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>
- Add llm-factory.ts: unified LLM provider abstraction (Google/Claude/OpenAI)
- Install @langchain/anthropic and @langchain/openai packages
- resolveAiProvider picks active provider from DB settings (Claude > OpenAI > Google)
- All AI graphs (reminder, new-patient, reschedule, internal-chat) now accept provider+model params
- Add claudeAiModel, openAiModel, googleAiModel columns to ai_settings table
- New PUT /api/ai/provider-model route to save selected model per provider
- UI model dropdowns for Claude (Haiku/Sonnet/Opus), OpenAI (GPT-5.x series), Google (Gemini 2.5/3.x)
- Google AI section also gets model selector alongside existing API key field
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Documents page shows a "Local Folder" card for each selected patient
with an "Open in Cloud Storage" button that deep-links to their folder
- Cloud Storage page reads ?folderId URL param on mount and auto-opens
the folder panel for seamless navigation from Documents
- Backend: GET /api/cloud-storage/patient-folder/:patientId endpoint
that idempotently gets or creates a top-level CloudFolder per patient
- CloudFolder schema gains optional patientId field linked to Patient
- Disk directories for cloud storage folders now use the folder's name
(e.g. "Xiaohui Wang/") instead of the opaque "folder-{id}/" path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add OpenAI, Claude AI, and DentalManagement AI sections to the AI API
Setting page, each with a masked API key input and an on/off toggle
(defaulting to off). Rename sidebar label from "Google AI Settings" to
"AI API Setting". Add provider-key and provider-enabled backend endpoints
and extend the AiSettings schema with 6 new fields.
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>
- Add eligibility_by_id and check_and_claim intents to internal chat
- New cdt-lookup.ts: keyword search against fee schedule JSON (no LLM)
- New internal-chat-workflow.ts: deterministic orchestration — patient
resolution, insurance siteKey derivation, CDT code mapping
- Custom CDT aliases stored per-user in DB (TwilioSettings JSON blob)
with GET/PUT /api/ai/cdt-aliases endpoints
- Chatbot UI: new steps for eligibility-id-ready, check-and-claim-ready,
and need-insurance-clarification with insurance picker
- Settings UI: CDT Aliases CRUD table with built-in alias reference
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- mutationFn now throws on non-ok responses so failed appointment
creation (409 no slots, 400 validation) properly rejects instead of
silently calling onSuccess with no id
- handleAppointmentSubmit rejects if server returns success but no id
- invalidate QK_APPOINTMENTS_BASE cache after successful appointment
creation so the appointments page refreshes automatically
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tracks user activity events (mouse, keyboard, scroll, touch) and resets
a 60-minute idle timer on each event. Shows a warning toast at 55 minutes,
then calls logoutMutation at 60 minutes to clear the session.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Use appear-then-disappear pattern: briefly wait for spinner to show up
(so we don't pass through before it starts), then wait for it to clear.
Prevents element click interception on Find Provider button in step2.
Also restores element_to_be_clickable for New Eligibility Request (step1).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
