Commit Graph

6 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
fc3e8c0e25 feat: add Auto Check MH Payment toggle with weekly schedule
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>
2026-06-26 22:58:36 -04:00
Summit Dental Care
27d9132820 fix: use in-memory startedAt for cron job log to survive DB restore
The auto-import wipes the database, destroying the cronJobLog record
created at the start of the job. Now duration is calculated from a
local variable instead of querying the DB, and if the record is gone
a fresh log entry is created in the restored database.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:55:07 -04:00
ff
9d0cfe5dba feat: appointment type inference, procedure codes on cards, claim attachment fixes
- 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>
2026-05-29 14:18:10 -04:00
ff
8cab823d60 feat: share patients across all users
Removed per-user patient filtering so all staff accounts see the same
patient pool. Previously each user only saw patients they created.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 23:04:26 -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