Files
DentalManagementMH06/apps/Frontend/src/pages/insurance-status-page.tsx
ff fd4feb3e76 feat: AI claim queue auto-return + D1120 age warning
- 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>
2026-06-12 22:18:59 -04:00

1411 lines
54 KiB
TypeScript
Executable File

import { useEffect, useRef, useState } from "react";
import { useMutation, useQuery } from "@tanstack/react-query";
import { Input } from "@/components/ui/input";
import { Button } from "@/components/ui/button";
import {
Card,
CardContent,
CardDescription,
CardHeader,
CardTitle,
} from "@/components/ui/card";
import { Label } from "@/components/ui/label";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { CheckCircle, LoaderCircleIcon, Bot, PhoneCall, ChevronDown, ChevronUp } from "lucide-react";
import { useAuth } from "@/hooks/use-auth";
import { useToast } from "@/hooks/use-toast";
import { PatientTable } from "@/components/patients/patient-table";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { useAppDispatch, useAppSelector } from "@/redux/hooks";
import {
setTaskStatus,
clearTaskStatus,
} from "@/redux/slices/seleniumTaskSlice";
import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
import { formatLocalDate, parseLocalDate } from "@/utils/dateUtils";
import { socket } from "@/lib/socket";
import { InsertPatient, Patient } from "@repo/db/types";
import { DateInput } from "@/components/ui/dateInput";
import { QK_PATIENTS_BASE } from "@/components/patients/patient-table";
import { PdfPreviewModal } from "@/components/insurance-status/pdf-preview-modal";
import { DualPdfPreviewModal } from "@/components/insurance-status/dual-pdf-preview-modal";
import { useLocation } from "wouter";
import { DdmaEligibilityButton } from "@/components/insurance-status/ddma-buton-modal";
import { DeltaInsEligibilityButton } from "@/components/insurance-status/deltains-button-modal";
import { TuftsSCOEligibilityButton } from "@/components/insurance-status/tufts-sco-button-modal";
import { UnitedSCOEligibilityButton } from "@/components/insurance-status/united-sco-button-modal";
import { CCAEligibilityButton } from "@/components/insurance-status/cca-button-modal";
import { BcbsMaEligibilityButton } from "@/components/insurance-status/bcbs-ma-button-modal";
import { useLicense } from "@/hooks/use-license";
/**
* Waits for a Selenium job to complete by racing socket.io events against
* HTTP polling every 3 seconds. This ensures the result is received even
* when the socket reconnects through Cloudflare (changing socket.id).
*/
function waitForSeleniumJob(
jobId: string,
onActive?: (message: string) => void,
): Promise<any> {
return new Promise<any>((resolve, reject) => {
let settled = false;
const settle = (fn: () => void) => {
if (settled) return;
settled = true;
clearInterval(pollInterval);
socket.off("job:update", socketHandler);
fn();
};
const socketHandler = (payload: any) => {
if (String(payload.jobId) !== String(jobId)) return;
if (payload.status === "active") {
onActive?.(payload.message ?? "Selenium running...");
} else if (payload.status === "completed") {
settle(() => resolve(payload.result ?? {}));
} else if (payload.status === "failed") {
settle(() => reject(new Error(payload.error ?? "Selenium job failed")));
}
};
socket.on("job:update", socketHandler);
const pollInterval = setInterval(async () => {
if (settled) return;
try {
const res = await apiRequest("GET", `/api/insurance-status/job-status/${jobId}`);
if (!res.ok) return;
const data = await res.json();
if (data.status === "completed") {
settle(() => resolve(data.result ?? {}));
} else if (data.status === "failed") {
settle(() => reject(new Error(data.error ?? "Selenium job failed")));
}
} catch {
// ignore transient poll errors
}
}, 3000);
});
}
export default function InsuranceStatusPage() {
const { user } = useAuth();
const { toast } = useToast();
const { isLicensed } = useLicense();
const dispatch = useAppDispatch();
const { status, message, show } = useAppSelector(
(state) => state.seleniumTasks.eligibilityCheck,
);
const [selectedPatient, setSelectedPatient] = useState<Patient | null>(null);
const [location, setLocation] = useLocation();
// Insurance eligibility and claim check form fields
const [memberId, setMemberId] = useState("");
const [dateOfBirth, setDateOfBirth] = useState<Date | null>(null);
const [firstName, setFirstName] = useState("");
const [lastName, setLastName] = useState("");
const isFormIncomplete = !memberId || !dateOfBirth;
const [isCheckingEligibilityStatus, setIsCheckingEligibilityStatus] =
useState(false);
const [isCheckingEligibilityAppointment, setIsCheckingEligibilityAppointment] =
useState(false);
const [isCheckingEligibilityClaimsPreAuth, setIsCheckingEligibilityClaimsPreAuth] =
useState(false);
const [isCheckingEligibilityHistory, setIsCheckingEligibilityHistory] =
useState(false);
const [isCheckingCMSP, setIsCheckingCMSP] = useState(false);
// AI Call Insurance section
const [aiCallOpen, setAiCallOpen] = useState(false);
const [aiSelectedContactId, setAiSelectedContactId] = useState<string>("");
const [aiCallNotes, setAiCallNotes] = useState("");
type InsuranceContact = { id: number; name: string; phoneNumber?: string | null };
const { data: insuranceContacts = [] } = useQuery<InsuranceContact[]>({
queryKey: ["/api/insurance-contacts"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/insurance-contacts");
if (!res.ok) return [];
return res.json();
},
});
const selectedInsuranceContact = insuranceContacts.find(
(c) => String(c.id) === aiSelectedContactId
) ?? null;
// PDF preview modal state
const [previewOpen, setPreviewOpen] = useState(false);
const [previewPdfId, setPreviewPdfId] = useState<number | null>(null);
const [previewFallbackFilename, setPreviewFallbackFilename] = useState<
string | null
>(null);
// Dual PDF modal state (used by MH Eligibility & History)
const [dualPreviewOpen, setDualPreviewOpen] = useState(false);
const [dualEligibilityPdfId, setDualEligibilityPdfId] = useState<number | null>(null);
const [dualEligibilityFilename, setDualEligibilityFilename] = useState<string | null>(null);
const [dualMemberDetailsPdfId, setDualMemberDetailsPdfId] = useState<number | null>(null);
const [dualMemberDetailsFilename, setDualMemberDetailsFilename] = useState<string | null>(null);
const [dualHistoryPdfId, setDualHistoryPdfId] = useState<number | null>(null);
const [dualHistoryFilename, setDualHistoryFilename] = useState<string | null>(null);
// CMSP PDF modal state (used by CMSP Eligibility & History & Remaining)
const [cmspPreviewOpen, setCmspPreviewOpen] = useState(false);
const [cmspEligibilityPdfId, setCmspEligibilityPdfId] = useState<number | null>(null);
const [cmspEligibilityFilename, setCmspEligibilityFilename] = useState<string | null>(null);
const [cmspMemberDetailsPdfId, setCmspMemberDetailsPdfId] = useState<number | null>(null);
const [cmspMemberDetailsFilename, setCmspMemberDetailsFilename] = useState<string | null>(null);
const [cmspHistoryPdfId, setCmspHistoryPdfId] = useState<number | null>(null);
const [cmspHistoryFilename, setCmspHistoryFilename] = useState<string | null>(null);
const [cmspAccumulatorPdfId, setCmspAccumulatorPdfId] = useState<number | null>(null);
const [cmspAccumulatorFilename, setCmspAccumulatorFilename] = useState<string | null>(null);
const pendingAutoCheck = useRef<"mh" | "mh-history" | "cmsp" | "ddma" | "delta-ins" | "united-sco" | "tufts-sco" | "cca" | null>(null);
const [triggerTarget, setTriggerTarget] = useState<string | null>(null);
const pendingScrollTo = useRef<string | null>(null);
const [prefillTick, setPrefillTick] = useState(0);
// Prefill from chatbot
useEffect(() => {
const apply = () => {
const raw = sessionStorage.getItem("chatbot_eligibility");
if (!raw) return;
try {
const { memberId: id, dob, autoCheck: ac } = JSON.parse(raw);
if (id) setMemberId(id);
if (dob) {
// dob may arrive as MM/DD/YYYY or YYYY-MM-DD — normalize to YYYY-MM-DD
const normalized = /^\d{1,2}\/\d{1,2}\/\d{4}$/.test(dob)
? (() => { const [m, d, y] = dob.split("/"); return `${y}-${m!.padStart(2,"0")}-${d!.padStart(2,"0")}`; })()
: dob;
setDateOfBirth(parseLocalDate(normalized));
}
if (ac) pendingAutoCheck.current = ac;
sessionStorage.removeItem("chatbot_eligibility");
// Increment tick so the auto-trigger effect re-fires even when
// memberId/dob are unchanged (same patient submitted a second time).
setPrefillTick((n) => n + 1);
} catch {}
};
apply();
window.addEventListener("chatbot:eligibility-prefill", apply);
return () =>
window.removeEventListener("chatbot:eligibility-prefill", apply);
}, []);
// Populate fields from selected patient
useEffect(() => {
if (selectedPatient) {
setMemberId(selectedPatient.insuranceId ?? "");
setFirstName(selectedPatient.firstName ?? "");
setLastName(selectedPatient.lastName ?? "");
const dob =
typeof selectedPatient.dateOfBirth === "string"
? parseLocalDate(selectedPatient.dateOfBirth)
: selectedPatient.dateOfBirth;
setDateOfBirth(dob ?? null);
} else {
setMemberId("");
setFirstName("");
setLastName("");
setDateOfBirth(null);
}
}, [selectedPatient]);
// Auto-lookup patient by member ID when typed manually
useEffect(() => {
if (selectedPatient && memberId === (selectedPatient.insuranceId ?? "")) return;
if (!memberId) return;
const timer = setTimeout(async () => {
try {
const res = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(memberId)}`);
if (!res.ok) return;
const patient: Patient | null = await res.json();
if (patient) {
setFirstName(patient.firstName ?? "");
setLastName(patient.lastName ?? "");
const dob =
typeof patient.dateOfBirth === "string"
? parseLocalDate(patient.dateOfBirth)
: patient.dateOfBirth ?? null;
setDateOfBirth(dob);
}
} catch {
// silently ignore lookup errors
}
}, 500);
return () => clearTimeout(timer);
}, [memberId, selectedPatient]);
// Add patient mutation
const addPatientMutation = useMutation({
mutationFn: async (patient: InsertPatient) => {
const res = await apiRequest("POST", "/api/patients/", patient);
return res.json();
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
toast({
title: "Success",
description: "Patient added successfully!",
variant: "default",
});
},
onError: (error: any) => {
const msg = error.message;
if (msg === "A patient with this insurance ID already exists.") {
toast({
title: "Patient already exists",
description: msg,
variant: "destructive",
});
} else {
toast({
title: "Error",
description: `Failed to add patient: ${msg}`,
variant: "destructive",
});
}
},
});
// Shared: run MH eligibility selenium job, return jobResult or throw
const runMHEligibilitySelenium = async (): Promise<any> => {
const formattedDob = dateOfBirth ? formatLocalDate(dateOfBirth) : "";
const data = {
memberId,
dateOfBirth: formattedDob,
insuranceSiteKey: "MH",
firstName: firstName || undefined,
lastName: lastName || undefined,
};
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "pending",
message: "Sending Data to Selenium...",
}),
);
const response = await apiRequest(
"POST",
"/api/insurance-status/eligibility-check",
{ data: data, socketId: socket.id },
);
const enqueueResult = await response.json();
if (enqueueResult.error) throw new Error(enqueueResult.error);
const jobId = enqueueResult.jobId;
if (!jobId) throw new Error("No jobId returned from server");
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "pending",
message: "Selenium browser starting...",
}),
);
return waitForSeleniumJob(jobId, (msg) =>
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
);
};
const handleAddPatient = async () => {
const newPatient: InsertPatient = {
firstName,
lastName,
dateOfBirth: dateOfBirth,
gender: "",
phone: "",
userId: user?.id ?? 1,
insuranceId: memberId,
};
await addPatientMutation.mutateAsync(newPatient);
};
// MH Eligibility — check eligibility, save to DB, open PDF preview
const handleMHEligibilityButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
title: "Missing Fields",
description: "Please fill in all the required fields: Member ID, Date of Birth.",
variant: "destructive",
});
return;
}
setIsCheckingEligibilityStatus(true);
try {
const jobResult = await runMHEligibilitySelenium();
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "success",
message: "Patient status is updated, and its eligibility pdf is uploaded at Document Page.",
}),
);
toast({
title: "Selenium service done.",
description: "Your Patient Eligibility is fetched and updated, Kindly search through the patient.",
variant: "default",
});
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
void tryAppointmentFromChatbot();
if (jobResult.pdfFileId) {
setPreviewPdfId(Number(jobResult.pdfFileId));
setPreviewFallbackFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
setPreviewOpen(true);
}
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
} finally {
setIsCheckingEligibilityStatus(false);
}
};
// MH Eligibility & Appointment — check eligibility, save to DB, create appointment for today
const handleMHEligibilityAppointmentButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
title: "Missing Fields",
description: "Please fill in all the required fields: Member ID, Date of Birth.",
variant: "destructive",
});
return;
}
setIsCheckingEligibilityAppointment(true);
try {
const jobResult = await runMHEligibilitySelenium();
const isInactive = jobResult?.patientUpdateStatus?.includes("INACTIVE");
if (isInactive) {
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "error",
message: "Insurance is inactive. No appointment created.",
}),
);
toast({
title: "Insurance Inactive",
description: "Patient insurance is inactive. No appointment was created.",
variant: "destructive",
});
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
return;
}
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
// Look up the patient (created/updated by the Selenium worker) then create today's appointment
let apptTime: string | null = null;
try {
const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(memberId)}`);
if (lookupRes.ok) {
const patient = await lookupRes.json();
if (patient?.id) {
const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
if (apptRes.ok) {
const apptData = await apptRes.json();
apptTime = apptData.startTime ? `${apptData.startTime} (${apptData.column ?? "Column A"})` : null;
}
}
}
} catch {}
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "success",
message: apptTime
? `Eligibility checked. Appointment created at ${apptTime}.`
: "Eligibility checked. Could not create appointment — please add manually.",
}),
);
toast({
title: "Eligibility checked.",
description: apptTime
? `Patient added to today's schedule at ${apptTime}.`
: "Eligibility saved. Could not create appointment — Column A may be full.",
variant: "default",
});
setSelectedPatient(null);
if (jobResult.pdfFileId) {
setPreviewPdfId(Number(jobResult.pdfFileId));
setPreviewFallbackFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
setPreviewOpen(true);
}
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
} finally {
setIsCheckingEligibilityAppointment(false);
}
};
// MH Eligibility & Claims/PreAuth — check eligibility, save to DB, navigate to claims
const handleMHEligibilityClaimsPreAuthButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
title: "Missing Fields",
description: "Please fill in all the required fields: Member ID, Date of Birth.",
variant: "destructive",
});
return;
}
setIsCheckingEligibilityClaimsPreAuth(true);
try {
await runMHEligibilitySelenium();
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "success",
message: "Eligibility checked and saved. Redirecting to Claims/PreAuth...",
}),
);
toast({
title: "Eligibility checked.",
description: "Patient eligibility saved. Redirecting to Claims/PreAuth.",
variant: "default",
});
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
setLocation("/claims");
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
} finally {
setIsCheckingEligibilityClaimsPreAuth(false);
}
};
// MH Eligibility & History — eligibility check + service history, saves both PDFs, auto-downloads eligibility PDF only
const handleMHEligibilityHistoryButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
title: "Missing Fields",
description: "Please fill in all the required fields: Member ID, Date of Birth.",
variant: "destructive",
});
return;
}
setIsCheckingEligibilityHistory(true);
try {
const formattedDob = dateOfBirth ? formatLocalDate(dateOfBirth) : "";
const data = {
memberId,
dateOfBirth: formattedDob,
insuranceSiteKey: "MH",
firstName: firstName || undefined,
lastName: lastName || undefined,
};
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: "Sending Data to Selenium..." }));
const response = await apiRequest(
"POST",
"/api/insurance-status/eligibility-history-check",
{ data, socketId: socket.id },
);
const enqueueResult = await response.json();
if (enqueueResult.error) throw new Error(enqueueResult.error);
const jobId = enqueueResult.jobId;
if (!jobId) throw new Error("No jobId returned from server");
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: "Selenium browser starting..." }));
const jobResult = await waitForSeleniumJob(jobId, (msg) =>
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
);
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "Eligibility and service history PDFs saved to Documents." }));
toast({
title: "Done",
description: "Eligibility and service history PDFs saved. Eligibility PDF downloading now.",
variant: "default",
});
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (claimed) return;
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
// Open all PDFs side by side in the modal
if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId) {
setDualEligibilityPdfId(jobResult.pdfFileId ? Number(jobResult.pdfFileId) : null);
setDualEligibilityFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
setDualMemberDetailsPdfId(jobResult.memberDetailsPdfFileId ? Number(jobResult.memberDetailsPdfFileId) : null);
setDualMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `eligibility_member_details_${memberId}.pdf`);
setDualHistoryPdfId(jobResult.historyPdfFileId ? Number(jobResult.historyPdfFileId) : null);
setDualHistoryFilename(jobResult.historyPdfFilename ?? `eligibility_history_${memberId}.pdf`);
setDualPreviewOpen(true);
}
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
} finally {
setIsCheckingEligibilityHistory(false);
}
};
// CMSP Eligibility & History & Remaining — eligibility + service history + accumulator PDFs
const handleCMSPButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
title: "Missing Fields",
description: "Please fill in Member ID and Date of Birth.",
variant: "destructive",
});
return;
}
setIsCheckingCMSP(true);
try {
const formattedDob = dateOfBirth ? formatLocalDate(dateOfBirth) : "";
const data = {
memberId,
dateOfBirth: formattedDob,
insuranceSiteKey: "MH",
firstName: firstName || undefined,
lastName: lastName || undefined,
};
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: "Sending Data to Selenium..." }));
const response = await apiRequest(
"POST",
"/api/insurance-status/cmsp-eligibility-history-remaining-check",
{ data, socketId: socket.id },
);
const enqueueResult = await response.json();
if (enqueueResult.error) throw new Error(enqueueResult.error);
const jobId = enqueueResult.jobId;
if (!jobId) throw new Error("No jobId returned from server");
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: "Selenium browser starting..." }));
const jobResult = await waitForSeleniumJob(jobId, (msg) =>
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "pending", message: msg }))
);
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "success", message: "CMSP PDFs saved to Documents." }));
toast({
title: "Done",
description: "Eligibility, history, and accumulator PDFs saved.",
variant: "default",
});
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
// Open 4-panel modal
if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId || jobResult.accumulatorPdfFileId) {
setCmspEligibilityPdfId(jobResult.pdfFileId ? Number(jobResult.pdfFileId) : null);
setCmspEligibilityFilename(jobResult.pdfFilename ?? `cmsp_eligibility_${memberId}.pdf`);
setCmspMemberDetailsPdfId(jobResult.memberDetailsPdfFileId ? Number(jobResult.memberDetailsPdfFileId) : null);
setCmspMemberDetailsFilename(jobResult.memberDetailsPdfFilename ?? `cmsp_member_details_${memberId}.pdf`);
setCmspHistoryPdfId(jobResult.historyPdfFileId ? Number(jobResult.historyPdfFileId) : null);
setCmspHistoryFilename(jobResult.historyPdfFilename ?? `cmsp_history_${memberId}.pdf`);
setCmspAccumulatorPdfId(jobResult.accumulatorPdfFileId ? Number(jobResult.accumulatorPdfFileId) : null);
setCmspAccumulatorFilename(jobResult.accumulatorPdfFilename ?? `cmsp_accumulator_${memberId}.pdf`);
setCmspPreviewOpen(true);
}
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
} finally {
setIsCheckingCMSP(false);
}
};
// Auto-trigger after prefill (from chatbot or schedule page "Check Eligibility")
useEffect(() => {
if (!pendingAutoCheck.current || !memberId || !dateOfBirth) return;
const check = pendingAutoCheck.current;
pendingAutoCheck.current = null;
if (check === "mh" || check === "mh-history") {
handleMHEligibilityHistoryButton();
} else if (check === "cmsp") {
handleCMSPButton();
} else {
// Button-component-handled providers: pass target to their autoTrigger prop
setTriggerTarget(check);
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [memberId, dateOfBirth, prefillTick]);
// small helper: remove given query params from the current URL (silent, no reload)
const clearUrlParams = (params: string[]) => {
try {
const url = new URL(window.location.href);
let changed = false;
for (const p of params) {
if (url.searchParams.has(p)) {
url.searchParams.delete(p);
changed = true;
}
}
if (changed) {
window.history.replaceState({}, document.title, url.toString());
}
} catch (e) {
// ignore
}
};
// After any eligibility check succeeds, check if chatbot wanted auto-claim.
// PDF is already saved to Documents by the Selenium worker before this is called.
// Returns true if a chatbot claim was pending (caller should skip opening the preview).
const tryClaimFromChatbot = async (resolvedPatientId?: number | null): Promise<boolean> => {
try {
const raw = sessionStorage.getItem("chatbot_claim_codes");
if (!raw) return false;
const { codes, siteKey, patientId, memberId: storedMemberId, serviceDate, renderingProvider } = JSON.parse(raw);
sessionStorage.removeItem("chatbot_claim_codes");
let pid: number | null = resolvedPatientId ?? patientId ?? null;
// Fallback: look up patient by memberId if patientId wasn't stored
if (!pid && storedMemberId) {
try {
const res = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
if (res.ok) {
const p = await res.json();
pid = p?.id ?? null;
}
} catch {}
}
if (!codes?.length || !pid) return false;
sessionStorage.setItem(
"chatbot_claim_prefill",
JSON.stringify({ codes, siteKey, serviceDate: serviceDate ?? null, autoSubmit: true, renderingProvider: renderingProvider ?? null })
);
setLocation(`/claims?newPatient=${pid}`);
return true;
} catch {}
return false;
};
// After any eligibility check succeeds, check if chatbot wanted an appointment created.
// Patient was just created/updated in DB by the Selenium worker before this is called.
const tryAppointmentFromChatbot = async (): Promise<void> => {
try {
const raw = sessionStorage.getItem("chatbot_appt_after_eligibility");
if (!raw) return;
const { memberId: storedMemberId, date: storedDate } = JSON.parse(raw);
sessionStorage.removeItem("chatbot_appt_after_eligibility");
if (!storedMemberId) return;
const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
if (!lookupRes.ok) return;
const patient = await lookupRes.json();
if (!patient?.id) return;
const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id, date: storedDate ?? undefined });
const apptData = await apptRes.json();
if (apptRes.ok) {
const scheduledOn = storedDate
? new Date(storedDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
: "today";
toast({
title: "Appointment created",
description: `${patient.firstName ?? ""} ${patient.lastName ?? ""} added to schedule (${scheduledOn}) at ${apptData.startTime} (${apptData.column ?? "Column A"}).`.trim(),
});
} else {
toast({
title: "Could not create appointment",
description: apptData.message ?? "Please add manually.",
variant: "destructive",
});
}
} catch {}
};
// Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
useEffect(() => {
const params = new URLSearchParams(window.location.search);
const appointmentId = params.get("appointmentId");
if (!appointmentId) return;
const id = Number(appointmentId);
if (Number.isNaN(id) || id <= 0) return;
const autoCheck = params.get("autoCheck") as typeof pendingAutoCheck.current;
const scrollTo = params.get("scrollTo");
const knownAutoChecks = ["mh", "mh-history", "cmsp", "ddma", "delta-ins", "united-sco", "tufts-sco", "cca"] as const;
if (autoCheck && (knownAutoChecks as readonly string[]).includes(autoCheck)) {
pendingAutoCheck.current = autoCheck;
} else if (scrollTo) {
pendingScrollTo.current = scrollTo;
}
let cancelled = false;
(async () => {
try {
const res = await apiRequest("GET", `/api/appointments/${id}/patient`);
if (!res.ok) return;
const data = await res.json();
const patient = data?.patient ?? data;
if (!cancelled && patient) {
setSelectedPatient(patient as Patient);
clearUrlParams(["appointmentId", "action", "autoCheck", "scrollTo"]);
}
} catch (err) {
console.error("Failed to fetch patient from appointment", err);
}
})();
return () => {
cancelled = true;
};
}, [location]);
// Scroll to highlighted button after patient is loaded from schedule page (other insurance)
useEffect(() => {
if (!selectedPatient || !pendingScrollTo.current) return;
const target = pendingScrollTo.current;
pendingScrollTo.current = null;
setTimeout(() => {
const el = document.getElementById(`eligibility-${target}`);
if (!el) return;
el.scrollIntoView({ behavior: "smooth", block: "center" });
el.classList.add("ring-2", "ring-blue-500", "ring-offset-2", "transition-all");
setTimeout(() => {
el.classList.remove("ring-2", "ring-blue-500", "ring-offset-2", "transition-all");
}, 2500);
}, 300);
}, [selectedPatient]);
return (
<div>
<SeleniumTaskBanner
status={status}
message={message}
show={show}
onClear={() => dispatch(clearTaskStatus("eligibilityCheck"))}
/>
<div className="container mx-auto space-y-6">
<div className="flex justify-between items-center">
<div>
<h1 className="text-3xl font-bold tracking-tight">
Insurance Eligibility
</h1>
<p className="text-muted-foreground">
Check insurance eligibility.
</p>
</div>
</div>
{/* Insurance Eligibility Check Form */}
<Card className="mb-6">
<CardContent>
<div className="grid grid-cols-4 md:grid-cols-4 gap-4 mb-4">
<div className="space-y-2">
<Label htmlFor="memberId">Member ID</Label>
<Input
id="memberId"
placeholder="Enter member ID"
value={memberId}
onChange={(e) => setMemberId(e.target.value)}
/>
</div>
<div className="space-y-2">
<DateInput
label="Date of Birth"
value={dateOfBirth}
onChange={setDateOfBirth}
disableFuture
/>
</div>
<div className="space-y-2">
<Label htmlFor="firstName">First Name <span className="text-muted-foreground font-normal">(Optional)</span></Label>
<Input
id="firstName"
placeholder="Enter first name"
value={firstName}
onChange={(e) => setFirstName(e.target.value)}
/>
</div>
<div className="space-y-2">
<Label htmlFor="lastName">Last Name <span className="text-muted-foreground font-normal">(Optional)</span></Label>
<Input
id="lastName"
placeholder="Enter last name"
value={lastName}
onChange={(e) => setLastName(e.target.value)}
/>
</div>
</div>
<div className="flex flex-col-2 gap-4">
<Button
onClick={() => handleMHEligibilityButton()}
className="w-full"
disabled={isCheckingEligibilityStatus}
>
{isCheckingEligibilityStatus ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
Processing...
</>
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
MH Eligibility
</>
)}
</Button>
<Button
onClick={() => handleMHEligibilityAppointmentButton()}
className="w-full"
disabled={isCheckingEligibilityAppointment}
>
{isCheckingEligibilityAppointment ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
Processing...
</>
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
MH Eligibility&Appointment
</>
)}
</Button>
<Button
onClick={() => handleMHEligibilityClaimsPreAuthButton()}
className="w-full"
disabled={isCheckingEligibilityClaimsPreAuth}
>
{isCheckingEligibilityClaimsPreAuth ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
Processing...
</>
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
MH Eligibility&Claims/PreAuth
</>
)}
</Button>
</div>
<div className="flex flex-col-2 gap-4 mt-4">
<Button
id="eligibility-mh-history"
className="w-full"
disabled={isCheckingEligibilityHistory}
onClick={() => handleMHEligibilityHistoryButton()}
>
{isCheckingEligibilityHistory ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
Processing...
</>
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
MH Eligibility &amp; History
</>
)}
</Button>
<Button
id="eligibility-cmsp"
className="w-full"
disabled={isCheckingCMSP}
onClick={() => handleCMSPButton()}
>
{isCheckingCMSP ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
Processing...
</>
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
CMSP Eligibility &amp; History &amp; Remaining
</>
)}
</Button>
</div>
{/* TEMP PROVIDER BUTTONS */}
<div id="eligibility-other-providers" className="space-y-4 mt-6">
<h3 className="text-sm font-medium text-muted-foreground">
Other provider checks
</h3>
{/* Row 1 */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<DdmaEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "ddma"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<DeltaInsEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "delta-ins"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<BcbsMaEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
onPdfReady={async (pdfId, fallbackFilename) => {
void tryAppointmentFromChatbot();
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_bcbs_ma_${memberId}.pdf`,
);
setPreviewOpen(true);
}}
/>
</div>
</div>
{/* Row 2 */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<TuftsSCOEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "tufts-sco"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<UnitedSCOEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "united-sco"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
<div title={!isLicensed ? "License required" : undefined} className={!isLicensed ? "opacity-40 pointer-events-none" : ""}>
<CCAEligibilityButton
memberId={memberId}
dateOfBirth={dateOfBirth}
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
autoTrigger={triggerTarget === "cca"}
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);
setPreviewOpen(true);
}
}}
/>
</div>
</div>
{/* Row 3 */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
United AAPR
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Aetna
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Altus
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Metlife Dental
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Cigna
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Delta WA
</Button>
</div>
{/* Row 5 */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Delta IL
</Button>
<Button
className="w-full"
variant="outline"
disabled={isFormIncomplete}
>
<CheckCircle className="h-4 w-4 mr-2" />
Others
</Button>
</div>
</div>
</CardContent>
</Card>
{/* AI Call Insurance */}
<Card>
<CardHeader
className="cursor-pointer select-none"
onClick={() => setAiCallOpen((o) => !o)}
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<div className="h-9 w-9 rounded-lg bg-violet-100 flex items-center justify-center flex-shrink-0">
<Bot className="h-5 w-5 text-violet-600" />
</div>
<div>
<CardTitle className="text-base">AI Call Insurance/Transportation</CardTitle>
<CardDescription className="mt-0.5">
Use AI to call the insurance company and check eligibility automatically
</CardDescription>
</div>
</div>
{aiCallOpen
? <ChevronUp className="h-4 w-4 text-muted-foreground" />
: <ChevronDown className="h-4 w-4 text-muted-foreground" />}
</div>
</CardHeader>
{aiCallOpen && (
<CardContent className="space-y-5 pt-0">
{/* Patient context banner */}
{selectedPatient && (
<div className="flex items-center gap-2 text-sm bg-violet-50 border border-violet-200 rounded-md px-3 py-2">
<Bot className="h-4 w-4 text-violet-500 flex-shrink-0" />
<span>
Selected patient:{" "}
<span className="font-medium">
{selectedPatient.firstName} {selectedPatient.lastName}
</span>
{selectedPatient.insuranceId && (
<> &mdash; Member ID: <span className="font-medium">{selectedPatient.insuranceId}</span></>
)}
</span>
</div>
)}
<div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
<div className="space-y-1.5">
<Label>Insurance Company</Label>
{insuranceContacts.length === 0 ? (
<p className="text-sm text-muted-foreground italic py-2">
No insurance contacts saved.{" "}
<a href="/settings/insurancecontact" className="underline text-violet-600">
Add one in Settings Insurance Contact
</a>
</p>
) : (
<Select
value={aiSelectedContactId}
onValueChange={setAiSelectedContactId}
>
<SelectTrigger>
<SelectValue placeholder="Select insurance company…" />
</SelectTrigger>
<SelectContent>
{insuranceContacts.map((c) => (
<SelectItem key={c.id} value={String(c.id)}>
{c.name}
</SelectItem>
))}
</SelectContent>
</Select>
)}
</div>
<div className="space-y-1.5">
<Label>Phone Number</Label>
<Input
readOnly
value={selectedInsuranceContact?.phoneNumber ?? ""}
placeholder="Auto-filled from insurance contact"
className="bg-gray-50 text-gray-600 cursor-default"
/>
</div>
<div className="space-y-1.5 sm:col-span-2">
<Label htmlFor="ai-call-notes">
Additional Notes for AI{" "}
<span className="text-muted-foreground font-normal">(Optional)</span>
</Label>
<Input
id="ai-call-notes"
placeholder="e.g. Ask about dental benefits and annual maximum"
value={aiCallNotes}
onChange={(e) => setAiCallNotes(e.target.value)}
/>
</div>
</div>
<div className="flex items-center gap-3">
<Button
disabled
className="gap-2 bg-violet-600 hover:bg-violet-700 text-white opacity-60 cursor-not-allowed"
>
<PhoneCall className="h-4 w-4" />
Start AI Call
</Button>
<p className="text-xs text-muted-foreground italic">
{selectedInsuranceContact
? `Will call ${selectedInsuranceContact.name}${selectedInsuranceContact.phoneNumber ? ` at ${selectedInsuranceContact.phoneNumber}` : ""} — AI calling logic coming soon`
: "Select an insurance company to begin — AI calling logic coming soon"}
</p>
</div>
</CardContent>
)}
</Card>
{/* Patients Table */}
<Card>
<CardHeader>
<CardTitle>Patient Records</CardTitle>
<CardDescription>
Select Patients and Check Their Eligibility
</CardDescription>
</CardHeader>
<CardContent>
<PatientTable
allowView={true}
allowDelete={true}
allowCheckbox={true}
allowEdit={true}
onSelectPatient={setSelectedPatient}
/>
</CardContent>
</Card>
</div>
{/* Pdf preview modal */}
<PdfPreviewModal
open={previewOpen}
onClose={() => {
setPreviewOpen(false);
setPreviewPdfId(null);
setPreviewFallbackFilename(null);
}}
pdfId={previewPdfId ?? undefined}
fallbackFilename={previewFallbackFilename ?? undefined}
autoDownload
/>
{/* 4-panel modal for CMSP — eligibility, member details, history, accumulator */}
<DualPdfPreviewModal
open={cmspPreviewOpen}
onClose={() => {
setCmspPreviewOpen(false);
setCmspEligibilityPdfId(null);
setCmspEligibilityFilename(null);
setCmspMemberDetailsPdfId(null);
setCmspMemberDetailsFilename(null);
setCmspHistoryPdfId(null);
setCmspHistoryFilename(null);
setCmspAccumulatorPdfId(null);
setCmspAccumulatorFilename(null);
}}
title="CMSP Eligibility, History &amp; Remaining"
panels={[
{
pdfId: cmspEligibilityPdfId,
fallbackFilename: cmspEligibilityFilename,
label: "Eligibility",
autoDownload: true,
},
{
pdfId: cmspMemberDetailsPdfId,
fallbackFilename: cmspMemberDetailsFilename,
label: "Member Details",
},
{
pdfId: cmspHistoryPdfId,
fallbackFilename: cmspHistoryFilename,
label: "Service History",
},
{
pdfId: cmspAccumulatorPdfId,
fallbackFilename: cmspAccumulatorFilename,
label: "Accumulator (Remaining)",
},
]}
/>
{/* 3-panel modal for MH Eligibility & History */}
<DualPdfPreviewModal
open={dualPreviewOpen}
onClose={() => {
setDualPreviewOpen(false);
setDualEligibilityPdfId(null);
setDualEligibilityFilename(null);
setDualMemberDetailsPdfId(null);
setDualMemberDetailsFilename(null);
setDualHistoryPdfId(null);
setDualHistoryFilename(null);
}}
title="MH Eligibility &amp; Service History"
panels={[
{
pdfId: dualEligibilityPdfId,
fallbackFilename: dualEligibilityFilename,
label: "Eligibility",
autoDownload: true,
},
{
pdfId: dualMemberDetailsPdfId,
fallbackFilename: dualMemberDetailsFilename,
label: "Member Details",
},
{
pdfId: dualHistoryPdfId,
fallbackFilename: dualHistoryFilename,
label: "Service History",
},
]}
/>
</div>
);
}