Commit Graph

3 Commits

Author SHA1 Message Date
ff
b1932fa3d6 feat: add Provider field to appointment form, drive AI claim automation
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>
2026-07-20 23:07:10 -04:00
e1fe4862d5 fix: allow claims without appointment + support post/core multi-tooth input
- 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>
2026-06-28 22:57:24 -04:00
Gitead
3e899376c3 feat: Select Procedures flow, batch-column NPI provider fix, auto PDF save
- 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>
2026-04-27 00:25:24 -04:00