Deleting/replacing an appointment attachment left an orphaned ClaimFile
copy behind (auto-linked earlier by autoLinkAppointmentFiles), causing
the Selenium claim automation to upload extra files beyond what's
currently attached to the appointment. Claim PUT was also append-only
for claimFiles, so removing an attachment in the UI never persisted.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Row selection previously computed the target row's y arithmetically
(header.y + rowHeight * rowIndex), which drifted further off-row the
deeper the target patient was in the filtered list, and an AI
"onTarget" verification step added to catch drift instead confirmed a
click point that was visibly in blank space below the grid.
locateAllOnScreenshot now reports each text match's top/bottom edges
instead of a self-estimated center, and the patient row step locates
the target's first and last name directly, pairing whichever
occurrences land on the same row instead of trusting arithmetic or a
qualitative AI judgment call.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Replaces fragile whole-screen text matching with a screenshot-diff step that
finds each dialog's actual pixel bounds, then restricts every subsequent AI
locate/click to that cropped region — eliminating false matches from text
elsewhere on screen (title bars, side panels). Adds column-boundary and
row-height detection so the patient row and Exam procedure click positions
are computed geometrically instead of relying on repeated fuzzy AI guesses
for visually similar neighbors. Also adds per-run screenshot/debug-crop
backups and a structured run.log for diagnosing failed runs, plus a
cmd:move primitive on the Windows agent for pre-click confirmation crops.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a Windows-side agent (screenshot/click/type over HTTP) plus backend
services to locate UI elements via vision and drive an existing-patient
appointment flow in Open Dental, wired into the Copy/Type Agent page and
socket progress updates.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- ccaPreAuthProcessor: keep claim status as PREAUTH after successful
submission instead of jumping straight to APPROVED, matching the
Tufts SCO/UnitedDH/MassHealth preauth flows; also tag PNG fallback
screenshots with image/png instead of the default application/pdf
so they render in the Documents preview modal.
- claims-recent-table: add a PREAUTH status case so it displays as
"Submitted" instead of falling through to the raw enum value.
- Fix NameError (col_idx vs col_expr) that silently corrupted grid-fill logs
- Poll for new grid rows to render before clicking, instead of failing immediately
- Abort submission with a clear error if code/tooth/billed amount fail to fill,
instead of silently submitting an incomplete claim
- Compute grid column positions live from header metadata instead of stale
hardcoded indices; billed amount was landing on a hidden helper column
(TAB_FROM_CODE_CELL) via td[last()] instead of the real Billed Amt column
- Read claim/encounter number from the top (newest) dashboard row instead
of the bottom row
skipAppointmentAttachmentMerge was blanket-set for any autoSubmit path
(chatbot, Claim with AI batch automation, insurance-status auto-check),
so screenshots/files attached directly on the appointment were silently
dropped from the MassHealth Selenium upload whenever a claim was
auto-submitted. Now the merge is only skipped if the automated flow
actually supplied its own files.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Chatbot: submitting with only a screenshot attached (no text) now triggers the same
"AI Detect & Check Eligibility" flow as the Copy Agent page
- detect-eligibility-info now also extracts the visible insurance payer name and picks
Tufts SCO auto-check when both Sun Life and DentaQuest are detected, else MassHealth
- Chatbot-attached files are now handed off to both claim and preauth forms unconditionally,
not just claims
- TuftsSCO preauth Selenium worker: verify-and-retry the Tooth field (typing was silently
getting reset by duplicate-procedure-code warning banners), add a final re-verification
pass across all rows, fix acknowledgement-checkbox targeting/verification, and verify
the "Next step" click actually advances the wizard instead of trusting a blind click
- selenium-claim route no longer re-appends previously saved appointment
attachments when the chatbot's autoSubmit flow already sent every intended
file, preventing an unwanted extra upload (e.g. attach 2 -> Selenium sees 3).
- Add a "Take screenshot" button to the AI chatbot's attachment bar, reusing
the same capture/crop flow as the appointment editor, so claims and
preauths can be submitted from the chatbot with a live screenshot attached.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add "surg ext" alias mapping to D7210 in the AI CDT lookup.
- Add GET/DELETE endpoints for appointment attachments, and load existing
attachments in the appointment edit modal (they were uploaded correctly
but never re-fetched, so they appeared to vanish on reopen).
- Fix claim-form.tsx so previously-saved appointment attachments are always
loaded (even when a claim already exists) instead of only when creating a
brand-new claim, preventing them from being silently wiped on save.
- Merge existing appointment attachments into every insurance submit handler
(MassHealth, CCA, DDMA, UnitedDH, TuftsSCO) so Selenium submission always
includes files saved earlier via the Schedule editor, not just files
uploaded in the current claim-form session.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an optional Provider (NPI) select to the Edit Appointment form,
sourced from Settings > NPI Providers. The AI "Claim for Column" batch
flow now prefers the appointment's own provider when resolving which
provider Selenium should select on the insurance site (e.g. MassHealth
rendering provider dropdown), falling back to the existing per-procedure
selection, active claim, or first configured provider.
Also resyncs packages/db's committed compiled schema/client artifacts
with their .ts sources — they had drifted out of sync (some untouched
since July), which was silently stripping the new npiProviderId field
via stale .strict() zod schemas.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Member ID and DOB in the AI chat "patient found" confirmation card are now
editable inputs, and edits are persisted back to the patient record before
proceeding so corrections don't revert to stale values.
- Fix auto-lookup-by-member-ID effect on the insurance status page clobbering
a hand-edited DOB with the stale DB value during chatbot prefill.
- CMSP (under-14) eligibility flow was missing the appointment-creation hook
that the adult MassHealth flow already had, so under-14 patients never got
scheduled after a chatbot-initiated "eligibility & appointment" request.
- For already-known patients, the chatbot was creating the appointment before
running the eligibility check instead of after; now eligibility is always
checked first and the appointment created only afterward, and only when the
resulting patient status is ACTIVE.
MassHealth eligibility lookups via the AI chatbot only matched existing
patients on memberId+DOB, so patients imported from PDF extraction (which
have a member ID but no stored birthday) were treated as new/unknown even
though they already exist in the system.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Lets staff attach files to an appointment directly from the edit form via
local disk upload, picking a previously-saved scanned attachment, or an
inline screenshot with crop-before-save (matching the Copy Agent page's
crop UX), instead of detouring through the Copy Agent page. Also fixes a
latent data-loss bug in claim-form's save-for-appointment call, which
replaced all AppointmentFile rows instead of merging with existing ones.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- AI claim queue now uses previously saved AppointmentProcedure data (with a derived insurance site key) when an appointment has no notes but has saved procedures, instead of skipping with "No notes on this appointment"
- selenium-claim route now reads saved AppointmentFile attachments from disk when they weren't re-uploaded in the browser, so images/PDFs already attached via "Select Procedures" reach the MassHealth submission
Adds From/To date pickers and CCA PA / United PA / Tufts PA / All recent PA
buttons above the Upload claim documents section; button logic is stubbed
for now.
Selecting a patient from search results only stored the ID, not the
patient object. Closing the dropdown reset the search term and reverted
the list to "recent 50" patients, which often didn't include the just
selected patient, leaving nothing to render in the trigger. Also removed
a redundant prefillPatient reset that nulled the fallback display before
the list swap even happened.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Lets a user override the default MassHealth check on the chatbot's
eligibility-id-ready confirm card (e.g. switch to United SCO, CMSP,
DDMA, Delta Dental, Tufts SCO, or CCA) before running the check.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an "AI Detect & Check Eligibility" action to the Copy Agent page that
sends captured screenshots to Claude to extract Member ID/DOB, then opens
the chatbot's eligibility confirm step pre-filled with the result.
- POST /api/ai/detect-eligibility-info: Claude vision extraction of
Member ID/DOB from uploaded screenshots.
- POST /api/patients/create-temp: auto-creates a placeholder "PID-<id>"
patient (matched by insuranceId+dob) when no patient is selected, so
screenshots can be saved immediately; the real eligibility check later
rewrites the patient's name and Cloud Storage folder automatically via
the existing createOrUpdatePatientByInsuranceId matching logic.
- Chatbot: Member ID/DOB on the confirm card are now editable (MM/DD/YYYY),
with edits synced back to the patient record before the check runs.
- Fixed a useEffect ordering bug on the insurance-status page that could
silently clear a chatbot-prefilled Member ID/DOB before the auto-trigger
effect ran, preventing the eligibility check from ever starting.
- Added a local-disk-only screenshot backup (apps/Backend/uploads/
screenshot-backups/) for debugging, not exposed anywhere in the UI.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Native file inputs can't be pointed at a default server folder for security
reasons, so instead the Browse buttons on the Claim/PreAuth/Select Procedures
forms and the AI chatbot's attach button now also offer picking from
previously saved Cloud Storage attachments (e.g. Copy Agent screenshots) via
a new server-side picker modal, scoped per-patient on the claim forms and
unscoped (recent across all patients) in the chatbot.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
getDisplayMedia (screen capture) requires a secure context, so LAN
staff access now goes through nginx on a real trusted cert
(local-summit.mydentalofficemanagement.com, issued via certbot's
Cloudflare DNS-01 plugin) instead of plain HTTP. A separate public
hostname/nginx block is reserved for Twilio webhooks only, routed
through Cloudflare Tunnel so nothing else is exposed to the internet.
Also fixes the backend CORS allowlist for the new hostname, and stops
the Socket.IO client from bypassing nginx to hit the backend directly
on :5000 (which broke under TLS/mixed content).
Staff can now capture their screen via the browser's Screen Capture
API, crop the result, name the file, and save it directly to a
selected patient's Cloud Storage attachments folder.
filesForQueue was collected from AppointmentFile/ClaimFile records but only
wired into the MH and CCA job payloads. The other three insurers' Selenium
workers read claim.claimFiles and always got an empty list, so attachments
already saved to Cloud Storage silently never got attached to the claim.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Missed these five Number(...) coercions when widening PDF ids to support the
"cloud:<id>" format — member details/history/accumulator panels in the MH and
CMSP multi-PDF viewers were fed NaN, which usePdfBlob treats as falsy and
never fetches. Only the first panel (eligibility) used the already-fixed
pdfFileId field, so it worked while the rest silently stayed blank.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- PDF viewer hung on "Loading" forever for cloud-backed PDFs: streamFileTo
pipes with {end: false} (by design, so cloud-storage.ts's own routes can
call res.end() themselves), but the new /pdf-files/:id cloud branch never
did, so the HTTP response never completed.
- Documents page showed nothing for patients whose PDFs are only in Cloud
Storage: the page lists categories from the legacy PdfGroup table, which
new saves stopped populating. savePdfToCloudStorage now also ensures a
blob-less PdfGroup row exists per patient/category so the category still
appears, with actual files served from Cloud Storage via the existing
merge in the pdf-files/group listing routes.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Site now uses a dedicated claims-submission page with a Subscriber ID +
Birthdate search form instead of the member-ID search box, and login
detection now checks for the check-patient-benefits-search link rather
than the old member-search input placeholder.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
New saves go into the patient's Cloud Storage folder under category subfolders
(Eligibility/Claims/PreAuth/Claim Status/Attachments) via a new
storage.savePdfToCloudStorage helper, instead of the legacy PdfGroup/PdfFile
Postgres blob tables. Old records and their read paths are left untouched for
backward compatibility; PDF list/content/delete endpoints and viewers now
transparently handle both legacy numeric ids and new "cloud:<id>" ids.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Renames the sidebar entry to "AI Copy/Type Agent" with Copy Agent, Type
Agent, and Settings sub-pages. Settings shows the server's LAN IP
address (via a new /api/ai/network-info endpoint) since it changes
depending on which office the app is running in.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Delta Dental MA moved their provider login from providers.deltadentalma.com/onboarding
to www.deltadentalma.com/sign-in with new form field selectors, and moved eligibility
search behind a "Group/Health Connector" search page keyed by subscriber ID + birthdate
instead of the old member-search form. Updates login, OTP/MFA handling, and member
search/selection across the eligibility and claim DDMA workers and their session helpers.
Claim attachments were being appended without checking for existing
duplicates, causing files (e.g. the same PDF) to be sent to the
insurance clearinghouse multiple times.
Vite resolves .tsx before .jsx (per extensions order in vite.config.ts),
so .jsx files were never loaded at runtime. Switching to TSX-only source.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Age is pre-filled when opening the RX popup by calculating from patient.dateOfBirth.
The field is editable in case of override. Both preview card and print output
now show Age instead of DOB.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
selenium-settings-card.jsx didn't exist and settings-page.jsx was missing
the import and case "selenium" handler, so the Selenium settings section
was invisible on other PCs running the .jsx files.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
JSX files were missing the Lab RX feature — lab-management-tab.jsx still had
the old lab order table UI, and lab-rx-modal.jsx didn't exist. The app on
other PCs runs .jsx files, so git pull wasn't showing the new Lab RX feature.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a new Settings → Advanced → Selenium Settings page where the office
name (paymentGroupId) used in United/DentalHub portal dropdowns can be
configured without touching code. Previously hardcoded as "Summit Dental
Care"; now injected from DB into the three United workers at job dispatch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New lab_rx_template table with sortOrder and Prisma migrations
- Backend CRUD + reorder routes at /api/lab-rx/templates
- Auto-seeds 3 Highland Dental Studio defaults on first use per user
- LabRxModal: template picker, inline rename, up/down reorder, full
template form with sections (Template Name / Lab Info / Case Details)
- RX popup: Tooth Number, Shade, Due Date, Doctor (from NPI providers),
Instructions pre-filled with "Please make / Thank you!", print output
- lab-rx-templates.ts config file for future git-managed additions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Redesign lab management tab with patient search table and action buttons
- Add react-barcode integration: generates CODE128 barcode from patient name with print and download support
- Add Dental Education page and sidebar entry between Cloud Storage and AI Input Agent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
handleClaimSubmit advanced the chatbot batch claim queue right after creating
the DB claim record, before the Selenium job even ran. This caused only the
last patient in a multi-patient claim batch to get its PDF saved to
Documents — earlier patients' job tracking got overwritten by the next
patient's submission before their PDF download could complete.
Also make advanceChatbotClaimQueue() report whether it navigated to another
queued patient, and skip the auto PDF preview popup in that case so it only
opens for the last/standalone claim.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The classifier prompt only told the AI that appointmentDate applies to
schedule_appointment/claim_only/check_and_claim, so a trailing date like
"all on 6/23/26" was dropped for multi-patient claims even though the
workflow already reads c.appointmentDate for those intents and silently
defaulted to today.
Also add Prisma config/seed scripts and shopping-vendor types/schema updates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add multi_claim intent so AI correctly handles "claim X for patient A and Y for patient B"
instead of applying all procedures to all patients (batch_claim)
- Each patient carries their own matchedCodes in the queue
- Fix batch claim PDF race condition: chatbot queue no longer advances in closeClaim(),
instead advances after selenium PDF is downloaded (matching column claim behavior)
- Align United SCO eligibility worker with claim worker: only fill subscriber ID + DOB,
use treatmentLocation by ID instead of arrow-wrapper click
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add "recement" example to LLM classifier so it spreads across multiple
teeth (recement #5, #3 → two D2920 entries). Add "today" to the AI
column claim message so the LLM sets appointmentDate instead of asking
"Which service date?"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add `import re` to all Selenium workers that use re.search() for claim number extraction
- Pass uploadedFiles to onHandleForMHSeleniumClaim so attachments reach the MH website
- Save chatbot pending files in check-and-claim and batch-check-and-claim flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Make appointmentId nullable/optional in Prisma Zod schema via @zod rich
comment so claims can be submitted without an existing appointment
- Convert undefined appointmentId to null in all claim form handlers and
the backend claim creation endpoint
- Add AI classifier rule for expanding one procedure across multiple
comma-separated tooth numbers (e.g. "post/core on #23, 24, 25, 26")
- Add "post/core" (slash) alias to CDT lookup maps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add "comp" as alias for composite in CDT lookup. Update classifier
prompt with explicit examples for "claim comp #8 ml for lisa today"
and dental surface letter definitions (M/D/L/F/B/O/V/I) so the LLM
correctly treats #tooth+surfaces as composite fillings, not insurance.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a toggle behind the Go button on the Payments page to automatically run the MH batch payment check on a user-selected day of week and hour. Default is off.
- Schema: added autoMhCheckEnabled, autoMhCheckDayOfWeek, autoMhCheckHour to User model
- Backend: new mhBatchPaymentService (shared logic), GET/PUT /auto-mh-check-setting routes, hourly cron job that fires on matching day+hour
- Frontend: toggle + day select (Mon–Sun) + time select (hourly) that persist immediately to DB
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
