Commit Graph

3 Commits

Author SHA1 Message Date
75ecd7cc20 feat: add Selenium Settings page to configure paymentGroupId per office
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>
2026-07-02 23:53:43 -04:00
abb2a0ac96 feat: add Lab RX feature with template management and auto-seed defaults
- 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>
2026-07-02 23:20:44 -04:00
Gitead
7360b1930b feat: add provider column, commission tracking, and report provider filter
- 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>
2026-05-15 23:51:39 -04:00