refactor: one front door
Start Investigation is gone. The daily review is the only way a case is born — "she isn't asked" should not ship with a button for asking her. A person still steers Ava, but only about something she already found: Send Back to Ava carries the note. Removed the ask-a-question screen, route and ghost button; the case page's "request" card now says how the review came to exist (live, or a replay of a past morning) instead of echoing a question nobody typed. Backend counterpart: sm2/custom-apps/denials-investigator/09_one_front_door.sql. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
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b2377b4645
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@ -4,7 +4,6 @@ import { Shell } from './layout/Shell';
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import { Login } from './pages/Login';
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import { Login } from './pages/Login';
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import { QueueScreen } from './screens/QueueScreen';
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import { QueueScreen } from './screens/QueueScreen';
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import { CaseScreen } from './screens/CaseScreen';
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import { CaseScreen } from './screens/CaseScreen';
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import { NewInvestigationScreen } from './screens/NewInvestigationScreen';
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import { RunReviewScreen } from './screens/RunReviewScreen';
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import { RunReviewScreen } from './screens/RunReviewScreen';
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/**
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/**
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@ -25,7 +24,6 @@ export function App() {
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<Route element={<Shell />}>
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<Route element={<Shell />}>
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<Route path="/q/:q" element={<QueueScreen />} />
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<Route path="/q/:q" element={<QueueScreen />} />
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<Route path="/c/:id" element={<CaseScreen />} />
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<Route path="/c/:id" element={<CaseScreen />} />
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<Route path="/new" element={<NewInvestigationScreen />} />
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<Route path="/review" element={<RunReviewScreen />} />
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<Route path="/review" element={<RunReviewScreen />} />
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{/* Awaiting Review is the landing page, not "all cases": it is the
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{/* Awaiting Review is the landing page, not "all cases": it is the
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queue with work in it, and the one the console exists to serve. */}
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queue with work in it, and the one the console exists to serve. */}
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@ -30,8 +30,7 @@ export const DECISIONS_VIEW = 'dni-rv-ava-decisions';
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// hardcoded: each activity's fields are read from view-service at open time.
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// hardcoded: each activity's fields are read from view-service at open time.
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// ---------------------------------------------------------------------------
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// ---------------------------------------------------------------------------
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export const ACT = {
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export const ACT = {
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REVIEW: 'dni-act-review', // INIT — the daily sweep. No question, no form.
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REVIEW: 'dni-act-review', // INIT — the daily sweep. The ONLY way a case is born.
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START: 'dni-act-start', // INIT — a human asks a specific question
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FINDINGS: 'dni-act-findings', // Ava
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FINDINGS: 'dni-act-findings', // Ava
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NOTHING: 'dni-act-nothing', // Ava — a quiet morning; closes the case itself
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NOTHING: 'dni-act-nothing', // Ava — a quiet morning; closes the case itself
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APPROVE: 'dni-act-approve',
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APPROVE: 'dni-act-approve',
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@ -135,7 +134,9 @@ export const STAGE_ACTIONS: Record<string, Action[]> = {
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label: 'Send Back to Ava',
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label: 'Send Back to Ava',
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roles: ['revenue_cycle_manager'],
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roles: ['revenue_cycle_manager'],
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kind: 'secondary',
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kind: 'secondary',
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hint: 'She re-runs the investigation with your note',
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// The only way a person asks Ava anything: in the context of something
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// she already found. There is deliberately no "ask a question" door.
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hint: 'She re-runs the review with your note',
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},
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},
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{ activity: ACT.REJECT, label: 'Reject', roles: ['revenue_cycle_manager'], kind: 'danger' },
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{ activity: ACT.REJECT, label: 'Reject', roles: ['revenue_cycle_manager'], kind: 'danger' },
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],
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],
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@ -1,5 +1,5 @@
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import { NavLink, Outlet, useNavigate } from 'react-router-dom';
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import { NavLink, Outlet, useNavigate } from 'react-router-dom';
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import { LogOut, Radar, Search } from 'lucide-react';
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import { LogOut, Radar } from 'lucide-react';
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import { useZino } from '../api/provider';
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import { useZino } from '../api/provider';
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import { QUEUES, prettyRole } from '../api/config';
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import { QUEUES, prettyRole } from '../api/config';
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import { NorthlakeLockup } from '../components/NorthlakeLogo';
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import { NorthlakeLockup } from '../components/NorthlakeLogo';
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@ -29,15 +29,12 @@ export function Shell() {
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<NorthlakeLockup />
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<NorthlakeLockup />
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<div className="ml-auto flex items-center gap-3">
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<div className="ml-auto flex items-center gap-3">
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{/* The sweep is the product; the question is the exception. */}
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{/* The only way a case is born. Nobody asks Ava a question; she
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decides what is worth a person's time. */}
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<Button kind="primary" onClick={() => navigate('/review')}>
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<Button kind="primary" onClick={() => navigate('/review')}>
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<Radar className="h-4 w-4" />
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<Radar className="h-4 w-4" />
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Run daily review
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Run daily review
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</Button>
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</Button>
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<Button kind="ghost" onClick={() => navigate('/new')} title="Ask Ava a specific question">
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<Search className="h-4 w-4" />
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Ask a question
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</Button>
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{user && (
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{user && (
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<div className="hidden text-right sm:block">
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<div className="hidden text-right sm:block">
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@ -54,7 +54,6 @@ export function CaseScreen() {
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const scanned = str(row?.scanned_summary);
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const scanned = str(row?.scanned_summary);
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const flagged = num(row?.flagged_count);
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const flagged = num(row?.flagged_count);
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const kind = str(row?.finding_kind);
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const kind = str(row?.finding_kind);
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const isSweep = scanned !== '' || flagged != null || !str(row?.question);
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const quiet = flagged === 0 && !str(row?.summary);
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const quiet = flagged === 0 && !str(row?.summary);
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const trace = useQuery(() => client.avaTrace(String(id)), [id], true, aiOwned ? 4000 : 0);
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const trace = useQuery(() => client.avaTrace(String(id)), [id], true, aiOwned ? 4000 : 0);
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@ -102,12 +101,9 @@ export function CaseScreen() {
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)}
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)}
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</div>
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</div>
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<p className="mt-1.5 max-w-2xl text-sm text-muted">
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<p className="mt-1.5 max-w-2xl text-sm text-muted">
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{str(row.question) ||
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Daily review — every payer, department and front desk
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(isSweep
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{str(row.review_as_of) ? `, as of ${str(row.review_as_of).slice(0, 10)}` : ''}.
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? `Daily review — every payer, department and front desk${
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Nobody asked; Ava decides what is worth your time.
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str(row.review_as_of) ? `, as of ${str(row.review_as_of).slice(0, 10)}` : ''
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}. Nobody asked; Ava decides what is worth your time.`
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: `Scope: ${str(row.scope) || 'all payers and departments'}`)}
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</p>
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</p>
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</div>
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</div>
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@ -172,15 +168,13 @@ export function CaseScreen() {
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<AvaLive steps={trace.data ?? []} decisions={decisions.data ?? []} working={aiOwned} />
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<AvaLive steps={trace.data ?? []} decisions={decisions.data ?? []} working={aiOwned} />
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{/* ---------------- the ask, in full ---------------- */}
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{/* ---------------- the ask, in full ---------------- */}
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<Card title="The request" subtitle="What was handed to Ava">
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<Card title="This review" subtitle="How the case came to exist">
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<div className="px-4 py-4">
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<div className="px-4 py-4">
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<Facts
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<Facts
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rows={[
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rows={[
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{ label: 'Scope', value: str(row.scope) || '—' },
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{ label: 'Started by', value: str(row.review_as_of) ? 'Replay of a past morning' : 'Daily review' },
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{ label: 'Payer', value: str(row.payer) || 'All' },
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{ label: 'Anchored on', value: str(row.review_as_of) ? str(row.review_as_of).slice(0, 10) : 'Latest data' },
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{ label: 'Department', value: str(row.department) || 'All' },
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{ label: 'Look-back', value: row.period_weeks ? `${str(row.period_weeks)} weeks` : '6 weeks' },
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{ label: 'Look-back', value: row.period_weeks ? `${str(row.period_weeks)} weeks` : '—' },
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{ label: 'Question', value: str(row.question) || '—', wide: true },
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...(str(row.review_note)
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...(str(row.review_note)
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? [{ label: 'Sent back with', value: str(row.review_note), wide: true }]
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? [{ label: 'Sent back with', value: str(row.review_note), wide: true }]
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: []),
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: []),
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@ -1,71 +0,0 @@
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import { useState } from 'react';
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import { useNavigate } from 'react-router-dom';
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import { Brain, Database } from 'lucide-react';
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import { ActivityForm } from '../components/ActivityForm';
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import { Card } from '../components/core';
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import { ACT, LAKEHOUSE } from '../api/config';
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/**
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* Ask Ava a question.
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*
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* The form is the INIT activity's own schema, read live from view-service — so
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* the scope picker, the payer list and the look-back are whatever the workflow
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* says they are, not a copy maintained here.
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*
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* The page around the form exists to set the expectation: the manager is not
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* running a report, he is handing work to an analyst who will take a few
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* minutes and come back with a recommendation.
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*/
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export function NewInvestigationScreen() {
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const navigate = useNavigate();
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const [open, setOpen] = useState(true);
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return (
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<div className="mx-auto max-w-2xl space-y-4">
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<header>
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<h1 className="text-xl font-semibold text-ink">Ask Ava</h1>
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<p className="mt-0.5 text-sm text-muted">
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Hand her a question about denials. She investigates and comes back with a cause, a
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dollar figure and a recommendation for you to approve.
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</p>
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</header>
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<Card className="px-4 py-4">
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<div className="flex items-start gap-3">
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<span className="rounded-full bg-ai-soft p-2 text-ai ring-1 ring-ai-edge ring-inset">
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<Brain className="h-4 w-4" />
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</span>
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<div className="text-sm text-muted">
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<p className="font-semibold text-ink">What she will do</p>
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<ol className="mt-1.5 list-decimal space-y-0.5 pl-4">
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<li>Reconcile the claims data against the finance report before trusting it</li>
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<li>Baseline the denial rate, then slice by payer, reason code, department and desk</li>
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<li>Find where the change concentrates and when it started</li>
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<li>Look for the cause in the payer's own policy bulletins</li>
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<li>Count what is still inside the appeal window and what it is worth</li>
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</ol>
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<p className="mt-2.5 inline-flex items-center gap-1.5 text-xs text-faint">
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<Database className="h-3.5 w-3.5" />
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Read-only against {LAKEHOUSE.platform} · {LAKEHOUSE.catalog}.{LAKEHOUSE.schema}
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</p>
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</div>
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</div>
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</Card>
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<ActivityForm
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open={open}
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onClose={() => {
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setOpen(false);
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navigate('/q/investigating');
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}}
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activityUid={ACT.START}
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title="Start an investigation"
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subtitle="Ava picks this up as soon as you submit"
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submitLabel="Send to Ava"
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onDone={(r) => {
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if (r.instance_id) navigate(`/c/${r.instance_id}`);
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}}
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/>
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</div>
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);
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}
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const summary = str(row.summary);
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const summary = str(row.summary);
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const atRisk = num(row.amount_at_risk);
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const atRisk = num(row.amount_at_risk);
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const recoverable = num(row.recoverable_amount);
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const recoverable = num(row.recoverable_amount);
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const scope = str(row.scope);
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const question = str(row.question);
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const aiOwned = state === 'Investigating' || state === 'Monitoring';
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const aiOwned = state === 'Investigating' || state === 'Monitoring';
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const scanned = str(row.scanned_summary);
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const scanned = str(row.scanned_summary);
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const flagged = num(row.flagged_count);
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const flagged = num(row.flagged_count);
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const kind = str(row.finding_kind);
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const kind = str(row.finding_kind);
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// A sweep that found nothing: closed by Ava herself, never on a desk.
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// A sweep that found nothing: closed by Ava herself, never on a desk.
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const quiet = flagged === 0 && !summary;
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const quiet = flagged === 0 && !summary;
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const isSweep = scanned !== '' || flagged != null;
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return (
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return (
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<Card className="cursor-pointer transition-colors hover:border-brand/50" >
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<Card className="cursor-pointer transition-colors hover:border-brand/50" >
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<Badge tone={quiet ? 'slate' : tone} dot={aiOwned}>
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<Badge tone={quiet ? 'slate' : tone} dot={aiOwned}>
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{quiet ? 'Nothing to report' : state}
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{quiet ? 'Nothing to report' : state}
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</Badge>
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</Badge>
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{isSweep && <Badge tone="slate">daily review</Badge>}
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{kind && FINDING_KIND[kind] && <Badge tone="violet">{FINDING_KIND[kind]}</Badge>}
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{kind && FINDING_KIND[kind] && <Badge tone="violet">{FINDING_KIND[kind]}</Badge>}
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{aiOwned ? (
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{aiOwned ? (
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<span className="inline-flex items-center gap-1 text-[11px] text-ai">
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<span className="inline-flex items-center gap-1 text-[11px] text-ai">
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</div>
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</div>
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<p className="mt-2 line-clamp-2 text-sm text-ink">
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<p className="mt-2 line-clamp-2 text-sm text-ink">
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{summary ||
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{summary || (quiet ? scanned : '') || 'Ava is reviewing every payer, department and desk…'}
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(quiet ? scanned : '') ||
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question ||
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(isSweep ? 'Ava is reviewing every payer, department and desk…' : `Scope: ${scope || 'all payers'}`)}
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</p>
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</p>
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{(atRisk || recoverable) && (
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{(atRisk || recoverable) && (
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