feat: rename DDMA to ClaimMD across selenium service, remove MH/CMSP eligibility feature

Rename ddma_browser_manager/helpers/worker files to claimmd_* naming in
SeleniumService. Remove the MassHealth (MH) and CMSP eligibility-check
feature end to end: buttons and dead placeholder buttons on the insurance
eligibility page, their handlers and auto-trigger wiring, the chatbot's
MassHealth-only manual paste flow, backend routes/queue job types/processors,
and the corresponding Python Selenium worker endpoints. Multi-provider
eligibility checking (DDMA, Delta, Tufts SCO, United SCO, CCA, BCBS MA) and
the Twilio SMS eligibility flow are untouched.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
Summit Dental Care
2026-09-23 16:26:17 -04:00
co-authored by Claude Sonnet 5
parent 00fd213291
commit a3d2960c98
203 changed files with 2221 additions and 4409 deletions
+1 -1
View File
@@ -7,7 +7,7 @@
<link rel="preconnect" href="https://fonts.googleapis.com" />
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
<link href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:wght@400;500;600;700&display=swap" rel="stylesheet" />
<title>My Dental Office Management</title>
<title>Wellspring Acupuncture Office Management</title>
</head>
<body>
<div id="root"></div>
@@ -419,7 +419,7 @@ export function DdmaEligibilityButton({
) : (
<>
<CheckCircle className="h-4 w-4 mr-2" />
Delta MA
Claim MD
</>
)}
</Button>
+3 -194
View File
@@ -2,7 +2,6 @@ import { useState, useRef, useEffect } from "react";
import {
Bot,
X,
ChevronRight,
Stethoscope,
Calendar,
FileText,
@@ -13,7 +12,6 @@ import {
Paperclip,
} from "lucide-react";
import { Button } from "@/components/ui/button";
import { Label } from "@/components/ui/label";
import { useLocation } from "wouter";
import { cn } from "@/lib/utils";
import { apiRequest } from "@/lib/queryClient";
@@ -21,8 +19,6 @@ import { setChatbotPendingFiles } from "@/lib/chatbotFileStore";
type Step =
| "menu"
| "eligibility-input"
| "eligibility-confirm"
| "ai-loading"
| "patient-found"
| "eligibility-id-ready"
@@ -53,12 +49,6 @@ interface PatientResult {
dateOfBirth: string | null;
}
interface EligibilityData {
memberId: string;
dob: string;
dobISO: string;
}
interface CheckAndClaimData {
patient: PatientResult | null;
memberId: string;
@@ -75,40 +65,6 @@ function makeMsg(role: "bot" | "user", text: string, isLoading = false): Message
return { id: ++msgCounter, role, text, isLoading };
}
function getAutoCheck(dobISO: string): "mh" | "cmsp" {
const [y, m, d] = dobISO.split("-").map(Number);
const today = new Date();
let age = today.getFullYear() - (y ?? 0);
const monthDiff = today.getMonth() + 1 - (m ?? 0);
if (monthDiff < 0 || (monthDiff === 0 && today.getDate() < (d ?? 0))) age--;
return age >= 21 ? "mh" : "cmsp";
}
function parseEligibilityInput(
raw: string
): { memberId: string; display: string; iso: string } | null {
const dateMatch = raw.match(/\b(\d{1,2})[\/\-](\d{1,2})[\/\-](\d{4})\b/);
if (!dateMatch) return null;
const m = dateMatch[1];
const d = dateMatch[2];
const y = dateMatch[3];
if (!m || !d || !y) return null;
const month = parseInt(m, 10);
const day = parseInt(d, 10);
const year = parseInt(y, 10);
if (month < 1 || month > 12 || day < 1 || day > 31 || year < 1900) return null;
const withoutDate = raw.replace(dateMatch[0], "");
const memberId = (withoutDate.match(/[a-zA-Z0-9]/g) ?? []).join("");
if (!memberId) return null;
return {
memberId,
display: `${m.padStart(2, "0")}/${d.padStart(2, "0")}/${y}`,
iso: `${y}-${m.padStart(2, "0")}-${d.padStart(2, "0")}`,
};
}
const CHAT_STORAGE_KEY = "chatbot_messages";
const CHATBOT_JOB_TS_KEY = "chatbot_job_started_at";
@@ -158,9 +114,6 @@ export function ChatbotButton() {
const [open, setOpen] = useState(false);
const [step, setStep] = useState<Step>("menu");
const [messages, setMessages] = useState<Message[]>(loadSavedMessages);
const [pasteInput, setPasteInput] = useState("");
const [parseError, setParseError] = useState("");
const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
const [freeTextInput, setFreeTextInput] = useState("");
const [patientResult, setPatientResult] = useState<PatientResult | null>(null);
const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null; appointmentDate?: string | null } | null>(null);
@@ -206,7 +159,6 @@ export function ChatbotButton() {
const [pendingFiles, setPendingFiles] = useState<File[]>([]);
const [, setLocation] = useLocation();
const messagesEndRef = useRef<HTMLDivElement>(null);
const pasteRef = useRef<HTMLTextAreaElement>(null);
const freeTextRef = useRef<HTMLTextAreaElement>(null);
const fileInputRef = useRef<HTMLInputElement>(null);
@@ -244,9 +196,6 @@ export function ChatbotButton() {
}, [messages]);
useEffect(() => {
if (step === "eligibility-input") {
setTimeout(() => pasteRef.current?.focus(), 50);
}
if (step === "menu") {
setTimeout(() => freeTextRef.current?.focus(), 50);
}
@@ -266,9 +215,6 @@ export function ChatbotButton() {
// Resets step/data only — keeps message history
const resetStep = () => {
setStep("menu");
setPasteInput("");
setParseError("");
setEligibilityData(null);
setFreeTextInput("");
setPatientResult(null);
setEligibilityIdData(null);
@@ -300,7 +246,7 @@ export function ChatbotButton() {
resetStep();
};
const handleOptionSelect = (option: "eligibility" | "schedule" | "claims") => {
const handleOptionSelect = (option: "schedule" | "claims") => {
if (option === "schedule") {
addMsg("user", "Schedule an appointment");
addMsg("bot", "Opening the appointments page...");
@@ -309,67 +255,9 @@ export function ChatbotButton() {
addMsg("user", "View claims");
addMsg("bot", "Opening the claims page...");
setTimeout(() => { setLocation("/claims"); setOpen(false); resetStep(); }, 600);
} else if (option === "eligibility") {
addMsg("user", "Check Eligibility");
addMsg("bot", "Please enter the patient's Member ID and Date of Birth:");
setStep("eligibility-input");
}
};
const handleEligibilitySubmit = () => {
const parsed = parseEligibilityInput(pasteInput);
if (!parsed) {
setParseError("Couldn't find both a Member ID and a date. Try: 123456789 01/15/1985");
return;
}
setParseError("");
const data: EligibilityData = { memberId: parsed.memberId, dob: parsed.display, dobISO: parsed.iso };
setEligibilityData(data);
addMsg("user", pasteInput.trim());
addMsg("bot", `Ready to check MassHealth eligibility for:\n• Member ID: ${parsed.memberId}\n• Date of Birth: ${parsed.display}\n\nShall I proceed?`);
setStep("eligibility-confirm");
};
const handleConfirm = () => {
if (!eligibilityData) return;
addMsg("user", "Yes, check now");
addMsg("bot", "Opening the eligibility check page with this patient...");
sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
memberId: eligibilityData.memberId,
dob: eligibilityData.dobISO,
autoCheck: getAutoCheck(eligibilityData.dobISO),
}));
window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
};
const handleEligibilityFromPatient = () => {
if (!patientResult?.insuranceId || !patientResult?.dateOfBirth) return;
addMsg("user", "Check eligibility now");
addMsg("bot", "Opening the eligibility check page...");
prefillAndNavigate(patientResult.insuranceId, patientResult.dateOfBirth, getAutoCheck(patientResult.dateOfBirth));
};
const handleEligibilityAndAppointmentFromPatient = async () => {
if (!patientResult?.insuranceId || !patientResult?.dateOfBirth) return;
addMsg("user", "Check eligibility & add to schedule (today)");
addMsg("bot", "Creating appointment for today...", true);
try {
const res = await apiRequest("POST", "/api/ai/create-appointment-today", {
patientId: patientResult.id,
});
const data = await res.json();
if (!res.ok) {
replaceLastMsg(data.message ?? "Could not create appointment.");
return;
}
replaceLastMsg(`Appointment added at ${data.startTime} (${data.column ?? "Column A"}) — opening eligibility check page...`);
} catch {
replaceLastMsg("Could not create appointment — opening eligibility check page...");
}
prefillAndNavigate(patientResult.insuranceId, patientResult.dateOfBirth, getAutoCheck(patientResult.dateOfBirth));
};
const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
@@ -728,14 +616,7 @@ export function ChatbotButton() {
{/* Quick-action buttons (menu step) */}
{step === "menu" && (
<div className="grid grid-cols-2 gap-2 pt-1">
<button
onClick={() => handleOptionSelect("eligibility")}
className="flex items-center gap-2 p-3 rounded-xl border border-primary/30 hover:bg-primary/5 text-sm text-left transition-colors"
>
<Stethoscope className="h-4 w-4 text-primary shrink-0" />
<span>Check Eligibility</span>
</button>
<div className="grid grid-cols-1 gap-2 pt-1">
<button
onClick={() => handleOptionSelect("schedule")}
className="flex items-center gap-2 p-3 rounded-xl border border-blue-300 hover:bg-blue-50 text-sm text-left transition-colors"
@@ -745,7 +626,7 @@ export function ChatbotButton() {
</button>
<button
onClick={() => handleOptionSelect("claims")}
className="flex items-center gap-2 p-3 rounded-xl border border-orange-300 hover:bg-orange-50 text-sm text-left transition-colors col-span-2"
className="flex items-center gap-2 p-3 rounded-xl border border-orange-300 hover:bg-orange-50 text-sm text-left transition-colors"
>
<FileText className="h-4 w-4 text-orange-500 shrink-0" />
<span>Claims</span>
@@ -753,58 +634,6 @@ export function ChatbotButton() {
</div>
)}
{/* Eligibility manual input */}
{step === "eligibility-input" && (
<div className="space-y-2 bg-gray-50 rounded-xl p-3 border">
<Label className="text-xs text-gray-600">Paste Member ID and Date of Birth</Label>
<textarea
ref={pasteRef}
rows={3}
placeholder={"e.g. 123456789 01/15/1985\nor 01/15/1985 123456789"}
value={pasteInput}
onChange={(e) => { setPasteInput(e.target.value); setParseError(""); }}
className={cn(
"w-full rounded-md border bg-white px-3 py-2 text-sm resize-none focus:outline-none focus:ring-2 focus:ring-ring",
parseError && "border-red-400"
)}
/>
{parseError && <p className="text-xs text-red-500">{parseError}</p>}
<div className="flex gap-2">
<Button
size="sm"
className="flex-1 h-8 text-xs"
onClick={handleEligibilitySubmit}
disabled={!pasteInput.trim()}
>
Continue <ChevronRight className="h-3 w-3 ml-1" />
</Button>
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>
Cancel
</Button>
</div>
</div>
)}
{/* Eligibility confirm */}
{step === "eligibility-confirm" && (
<div className="flex gap-2">
<Button size="sm" className="flex-1 h-8 text-xs" onClick={handleConfirm}>
Yes, Check Now
</Button>
<Button
size="sm"
variant="outline"
className="h-8 text-xs"
onClick={() => {
setStep("eligibility-input");
setMessages((prev) => prev.slice(0, -2));
}}
>
Edit
</Button>
</div>
)}
{/* AI-found patient card */}
{step === "patient-found" && patientResult && (
<div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
@@ -821,26 +650,6 @@ export function ChatbotButton() {
<p className="text-xs text-gray-500">DOB: {patientResult.dateOfBirth}</p>
)}
<div className="flex flex-col gap-2 pt-1">
{patientResult.insuranceId && patientResult.dateOfBirth && (
<>
<Button
size="sm"
className="w-full h-8 text-xs bg-primary hover:bg-primary/90"
onClick={handleEligibilityFromPatient}
>
<Stethoscope className="h-3 w-3 mr-1" />
Check Eligibility
</Button>
<Button
size="sm"
className="w-full h-8 text-xs bg-emerald-600 hover:bg-emerald-700 text-white"
onClick={handleEligibilityAndAppointmentFromPatient}
>
<Calendar className="h-3 w-3 mr-1" />
Eligibility &amp; Appointment Today
</Button>
</>
)}
<Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
Cancel
</Button>
@@ -46,7 +46,7 @@ export function TopAppBar() {
</svg>
<h1 className="text-lg font-medium text-primary">
My Dental Office Management
Wellspring Acupuncture Office Management
</h1>
</div>
</Link>
@@ -40,6 +40,27 @@ export function DateInput({
}
}, [value]);
const handleBlur = () => {
// If the user finished typing a 2-digit year (e.g. "02/12/03") the live-typing
// logic below never commits it, since it waits for a 4-digit year. On blur,
// expand a trailing 2-digit year so the date isn't silently dropped.
const match = inputValue.match(/^(\d{1,2})\/(\d{1,2})\/(\d{2})$/);
if (!match) return;
const [, mmStr, ddStr, yyStr] = match;
const mm = mmStr.padStart(2, "0");
const dd = ddStr.padStart(2, "0");
const currentYearLastTwo = new Date().getFullYear() % 100;
const yy = parseInt(yyStr, 10);
const yyyy = yy <= currentYearLastTwo ? 2000 + yy : 1900 + yy;
const parsed = new Date(yyyy, +mm - 1, +dd);
if (!isNaN(parsed.getTime())) {
setInputValue(format(parsed, "MM/dd/yyyy"));
onChange(parsed);
}
};
const handleInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
const raw = e.target.value;
@@ -148,6 +169,7 @@ export function DateInput({
placeholder="MM/DD/YYYY"
value={inputValue}
onChange={handleInputChange}
onBlur={handleBlur}
/>
<Popover open={open} onOpenChange={setOpen}>
<PopoverTrigger asChild>
+1 -13
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@@ -1120,22 +1120,10 @@ export default function AppointmentsPage() {
const patient = apt ? patientsFromDay.find((p) => p.id === apt.patientId) : null;
const insuranceProvider = (patient as any)?.insuranceProvider as string | null ?? null;
const p = insuranceProvider?.toLowerCase() ?? "";
const isMassHealth = p.includes("masshealth");
let autoCheck = "other-providers";
if (isMassHealth) {
const dob = (patient as any)?.dateOfBirth;
let age: number | null = null;
if (dob) {
const dobDate = typeof dob === "string" ? new Date(dob) : dob as Date;
const today = new Date();
age = today.getFullYear() - dobDate.getFullYear();
const m = today.getMonth() - dobDate.getMonth();
if (m < 0 || (m === 0 && today.getDate() < dobDate.getDate())) age--;
}
autoCheck = age !== null && age >= 21 ? "mh-history" : "cmsp";
} else if (p.includes("delta dental ma")) {
if (p.includes("delta dental ma")) {
autoCheck = "ddma";
} else if (p.includes("delta dental ins")) {
autoCheck = "delta-ins";
+1 -1
View File
@@ -88,7 +88,7 @@ export default function AuthPage() {
<Card className="p-8 bg-white">
<div className="mb-10 text-center">
<h1 className="text-3xl font-bold text-primary mb-3 tracking-tight">
My Dental Office Management
Wellspring Acupuncture Office Management
</h1>
<p className="text-sm font-semibold tracking-[0.15em] bg-clip-text text-transparent animate-gradient-flash"
style={{ backgroundImage: "linear-gradient(90deg, #7c3aed, #d946ef, #06b6d4, #7c3aed)", backgroundSize: "200% 100%" }}>
@@ -28,13 +28,12 @@ import {
clearTaskStatus,
} from "@/redux/slices/seleniumTaskSlice";
import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
import { formatLocalDate, parseLocalDate } from "@/utils/dateUtils";
import { 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";
@@ -111,15 +110,6 @@ export default function InsuranceStatusPage() {
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);
@@ -147,27 +137,7 @@ export default function InsuranceStatusPage() {
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 pendingAutoCheck = useRef<"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);
@@ -280,56 +250,6 @@ export default function InsuranceStatusPage() {
},
});
const isUnder14 = (dob: Date): boolean => {
const cutoff = new Date(dob);
cutoff.setFullYear(cutoff.getFullYear() + 14);
return new Date() < cutoff;
};
// 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,
@@ -343,347 +263,13 @@ export default function InsuranceStatusPage() {
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;
}
if (isUnder14(dateOfBirth)) {
toast({ title: "CMSP Patient", description: "Patient is under 14 — running CMSP Eligibility & History & Remaining instead.", variant: "default" });
return handleCMSPButton();
}
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);
}
processNextInQueue();
} 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;
}
if (isUnder14(dateOfBirth)) {
toast({ title: "CMSP Patient", description: "Patient is under 14 — running CMSP Eligibility & History & Remaining instead.", variant: "default" });
return handleCMSPButton();
}
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 });
processNextInQueue();
// 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 });
processNextInQueue();
// 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") {
if (isUnder14(dateOfBirth)) {
handleCMSPButton();
} else {
handleMHEligibilityHistoryButton();
}
} else if (check === "cmsp") {
handleCMSPButton();
} else {
// Button-component-handled providers: pass target to their autoTrigger prop
setTriggerTarget(check);
}
// Button-component-handled providers: pass target to their autoTrigger prop
setTriggerTarget(check);
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [memberId, dateOfBirth, prefillTick]);
@@ -820,7 +406,7 @@ export default function InsuranceStatusPage() {
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;
const knownAutoChecks = ["ddma", "delta-ins", "united-sco", "tufts-sco", "cca"] as const;
if (autoCheck && (knownAutoChecks as readonly string[]).includes(autoCheck)) {
pendingAutoCheck.current = autoCheck;
} else if (scrollTo) {
@@ -932,102 +518,6 @@ export default function InsuranceStatusPage() {
</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">
@@ -1169,81 +659,6 @@ export default function InsuranceStatusPage() {
</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>
@@ -1394,78 +809,6 @@ export default function InsuranceStatusPage() {
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>
);
}