@ampath/esm-dha-workflow-app 4.0.0-next.35 → 4.0.0-next.355

package/src/billing/dashboard/v3/preauth/elective/elective-preauth-request.workspace.tsx

@@ -0,0 +1,1184 @@
+import React, { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+import {
+  Button,
+  ButtonSet,
+  Checkbox,
+  ComboBox,
+  DatePicker,
+  DatePickerInput,
+  Dropdown,
+  Form,
+  InlineLoading,
+  InlineNotification,
+  Tag,
+  TextArea,
+  TextInput,
+} from '@carbon/react';
+import { showSnackbar, useConfig, useSession, Workspace2 } from '@openmrs/esm-framework';
+import type { Workspace2DefinitionProps } from '@openmrs/esm-framework';
+import dayjs from 'dayjs';
+import type { ConfigObject } from '../../../../../config-schema';
+import type { Intervention } from '../../../../../claims/index';
+import {
+  preauthFormLabel,
+  readSpecialtyFlags,
+} from '../preauth.resource';
+import {
+  createElectivePreauthEncounter,
+  extractShaCodeFromConcept,
+  fetchPatientCrNumber,
+  fetchTodaysVisitDiagnoses,
+  holdElectivePreauthRequest,
+  loadElectiveEncounterForEdit,
+  resolveCoverageForConcept,
+  searchElectiveConcepts,
+  searchElectiveDiagnoses,
+  syncElectiveHoldOrderConcept,
+  updateElectivePreauthEncounter,
+  type ElectiveConceptOption,
+  type ElectiveDiagnosisOption,
+  type ElectiveEncounterObsProps,
+} from './elective-preauth.resource';
+import styles from './elective-preauth-request.workspace.scss';
+
+interface ElectivePreauthRequestWorkspaceProps {
+  patientUuid?: string;
+  /** When set, workspace edits this encounter (void-and-replace obs). */
+  encounterUuid?: string;
+  holdId?: number;
+  onSuccess?: () => void;
+}
+
+interface PatientChartGroupProps {
+  patientUuid?: string;
+}
+
+const ANAESTHESIA = ['GENERAL', 'LOCAL', 'SPINAL', 'SEDATION'];
+const FREQUENCY = ['TWICE_A_WEEK', 'ONCE_A_WEEK', 'ONCE_EVERY_2_WEEKS', 'ONCE_EVERY_3_WEEKS', 'ONCE_A_MONTH'];
+const STAGING = ['STAGE_1', 'STAGE_2', 'STAGE_3', 'STAGE_4'];
+const METASTASES = ['LUNG', 'BRAIN', 'LIVER', 'OTHER'];
+const TREATMENT = ['DAY_WARD', 'RECLINING_CHAIR', 'SIDE_ROOM'];
+const LENS = ['FRAMES_LENSES', 'FRAMED', 'CONTACT'];
+const NEW_OR_REPL = ['NEW', 'REPLACEMENT'];
+
+const ElectivePreauthRequestWorkspace: React.FC<
+  Workspace2DefinitionProps<ElectivePreauthRequestWorkspaceProps, object, PatientChartGroupProps>
+> = ({ closeWorkspace, workspaceProps, groupProps }) => {
+  const session = useSession();
+  const config = useConfig<ConfigObject>();
+  const electiveCfg = config.electivePreauth;
+  const locationUuid = session?.sessionLocation?.uuid ?? '';
+  const patientUuid = workspaceProps?.patientUuid ?? groupProps?.patientUuid ?? '';
+  const providerUuid = session?.currentProvider?.uuid ?? '';
+  const editEncounterUuid = (workspaceProps?.encounterUuid ?? '').trim();
+  const isEdit = Boolean(editEncounterUuid);
+  const plannedServiceObsConceptUuid = electiveCfg?.plannedServiceObsConceptUuid ?? '';
+
+  const [concepts, setConcepts] = useState<ElectiveConceptOption[]>([]);
+  const [loadingConcepts, setLoadingConcepts] = useState(false);
+  const [selected, setSelected] = useState<ElectiveConceptOption | null>(null);
+  const [resolvedShaCode, setResolvedShaCode] = useState<string | null>(null);
+  const [coverage, setCoverage] = useState<Intervention | null>(null);
+  const [loadingCoverage, setLoadingCoverage] = useState(false);
+  const [coverageError, setCoverageError] = useState<string | null>(null);
+  const [loadingEdit, setLoadingEdit] = useState(isEdit);
+  const [existingObs, setExistingObs] = useState<ElectiveEncounterObsProps[]>([]);
+  const [editHoldId, setEditHoldId] = useState<number | null>(workspaceProps?.holdId ?? null);
+  const [editHoldOrderNo, setEditHoldOrderNo] = useState<string | null>(null);
+
+  const [clinicalIndications, setClinicalIndications] = useState('');
+  const [expectedDate, setExpectedDate] = useState<Date | null>(null);
+
+  // Diagnosis — visible field; prefilled from today's visit when available
+  const [diagnosis, setDiagnosis] = useState<ElectiveDiagnosisOption | null>(null);
+  const [visitDiagnoses, setVisitDiagnoses] = useState<ElectiveDiagnosisOption[]>([]);
+  const [diagnosisItems, setDiagnosisItems] = useState<ElectiveDiagnosisOption[]>([]);
+  const [loadingDiagnoses, setLoadingDiagnoses] = useState(false);
+  const [searchingDiagnoses, setSearchingDiagnoses] = useState(false);
+  const [diagnosisPrefillNote, setDiagnosisPrefillNote] = useState<string | null>(null);
+
+  // Surgical
+  const [chiefComplaint, setChiefComplaint] = useState('');
+  const [vitalSigns, setVitalSigns] = useState('');
+  const [hpi, setHpi] = useState('');
+  const [physicalExam, setPhysicalExam] = useState('');
+  const [investigations, setInvestigations] = useState('');
+  const [anaesthesia, setAnaesthesia] = useState('');
+  const [surgeryDate, setSurgeryDate] = useState<Date | null>(null);
+  const [relatedToEmployment, setRelatedToEmployment] = useState(false);
+  const [relatedToAccident, setRelatedToAccident] = useState(false);
+  const [isCoInsured, setIsCoInsured] = useState(false);
+  const [coInsuranceDetails, setCoInsuranceDetails] = useState('');
+
+  // Renal / oncology shared
+  const [sessionsRequired, setSessionsRequired] = useState('');
+  const [costPerSession, setCostPerSession] = useState('');
+  const [frequency, setFrequency] = useState('');
+  const [startDate, setStartDate] = useState<Date | null>(null);
+
+  // Optical
+  const [necessity, setNecessity] = useState('');
+  const [lensPrescription, setLensPrescription] = useState('');
+  const [newOrReplacement, setNewOrReplacement] = useState('');
+  const [lensAmount, setLensAmount] = useState('');
+  const [eyeExamAmount, setEyeExamAmount] = useState('');
+  const [frameAmount, setFrameAmount] = useState('');
+
+  // Oncology (shown to match Raise; free-text details fold into clinical indications on save)
+  const [carcinomaStaging, setCarcinomaStaging] = useState('');
+  const [metastases, setMetastases] = useState('');
+  const [treatmentSetting, setTreatmentSetting] = useState('');
+  const [comorbidity, setComorbidity] = useState('');
+  const [progressReport, setProgressReport] = useState('');
+
+  const [submitting, setSubmitting] = useState(false);
+  const searchSeq = useRef(0);
+  const diagnosisSearchSeq = useRef(0);
+
+  const specialty = useMemo(() => readSpecialtyFlags(coverage), [coverage]);
+  const specialtyLabel = useMemo(() => preauthFormLabel(specialty), [specialty]);
+
+  // Match Raise: clinical indications shown for renal, optical, imaging; elective also always
+  // requires them in formRelevant — show a top-level field when surgical-only or oncology-only.
+  const showSharedClinicalIndications =
+    specialty.requiresRenalPreauth ||
+    specialty.requiresOpticalPreauth ||
+    specialty.requiresRadiologyPreauth ||
+    specialty.requiresOncologyPreauth ||
+    (!specialty.requiresSurgicalPreauth &&
+      !specialty.requiresRenalPreauth &&
+      !specialty.requiresOpticalPreauth &&
+      !specialty.requiresRadiologyPreauth &&
+      !specialty.requiresOncologyPreauth);
+
+  // Elective Raise always requires clinicalIndications — for surgical-only, show it above surgical.
+  const showElectiveClinicalIndications =
+    specialty.requiresSurgicalPreauth || showSharedClinicalIndications;
+
+  useEffect(() => {
+    if (!patientUuid || !locationUuid) {
+      setVisitDiagnoses([]);
+      setDiagnosisItems([]);
+      setDiagnosis(null);
+      setDiagnosisPrefillNote(null);
+      return;
+    }
+
+    let cancelled = false;
+    setLoadingDiagnoses(true);
+    setDiagnosisPrefillNote(null);
+    void fetchTodaysVisitDiagnoses(patientUuid, locationUuid)
+      .then(({ options, preferred }) => {
+        if (cancelled) return;
+        setVisitDiagnoses(options);
+        if (preferred?.conceptUuid) {
+          const matched =
+            options.find((o) => o.conceptUuid === preferred.conceptUuid) ?? preferred;
+          const items =
+            matched === preferred && !options.some((o) => o.conceptUuid === preferred.conceptUuid)
+              ? [matched, ...options]
+              : options;
+          setDiagnosisItems(items);
+          setDiagnosis(matched);
+          setDiagnosisPrefillNote('Prefilled from today’s visit diagnosis.');
+        } else if (options.length > 0) {
+          setDiagnosisItems(options);
+          setDiagnosisPrefillNote('Select a diagnosis from today’s visit, or search the dictionary.');
+        } else {
+          setDiagnosisItems([]);
+          setDiagnosisPrefillNote('No diagnosis on today’s visit — search the dictionary to add one.');
+        }
+      })
+      .catch(() => {
+        if (cancelled) return;
+        setVisitDiagnoses([]);
+        setDiagnosisItems([]);
+        setDiagnosisPrefillNote('Could not load today’s diagnoses — search the dictionary to add one.');
+      })
+      .finally(() => {
+        if (!cancelled) setLoadingDiagnoses(false);
+      });
+
+    return () => {
+      cancelled = true;
+    };
+  }, [patientUuid, locationUuid]);
+
+  // Prefill when editing an existing elective encounter.
+  useEffect(() => {
+    if (!isEdit || !editEncounterUuid || !patientUuid) {
+      setLoadingEdit(false);
+      return;
+    }
+
+    let cancelled = false;
+    setLoadingEdit(true);
+    void (async () => {
+      try {
+        const model = await loadElectiveEncounterForEdit(
+          editEncounterUuid,
+          patientUuid,
+          plannedServiceObsConceptUuid,
+        );
+        if (cancelled) return;
+
+        setExistingObs(model.existingObs);
+        if (model.hold?.id) {
+          setEditHoldId(model.hold.id);
+          setEditHoldOrderNo(model.hold.orderNo ?? null);
+        }
+        if (model.diagnoses[0]) {
+          setDiagnosis(model.diagnoses[0]);
+          setDiagnosisItems((prev) => {
+            const merged = [model.diagnoses[0], ...prev.filter((d) => d.conceptUuid !== model.diagnoses[0].conceptUuid)];
+            return merged;
+          });
+          setDiagnosisPrefillNote('Loaded from elective encounter diagnosis.');
+        }
+
+        if (model.plannedConcept) {
+          setSelected(model.plannedConcept);
+          setCoverage(null);
+          setCoverageError(null);
+          setResolvedShaCode(null);
+          const shaCode = extractShaCodeFromConcept(model.plannedConcept);
+          if (!shaCode) {
+            setCoverageError(`No SHA mapping found for “${model.plannedConcept.display}”.`);
+          } else {
+            setResolvedShaCode(shaCode);
+            setLoadingCoverage(true);
+            try {
+              const cr = await fetchPatientCrNumber(
+                patientUuid,
+                electiveCfg?.clientRegistryIdentifierTypeUuid ?? '',
+              );
+              if (!cr) {
+                setCoverageError('Patient needs a Client Registry identifier to check SHA coverage.');
+              } else {
+                const intervention = await resolveCoverageForConcept(cr, locationUuid, shaCode);
+                if (!intervention) {
+                  setCoverageError(`No SHA coverage found for ${shaCode}.`);
+                } else {
+                  setCoverage(intervention);
+                  if (!intervention.needsManualPreauthApproval) {
+                    setCoverageError(
+                      `${shaCode} does not require elective (manual) preauth. Capture fields are hidden.`,
+                    );
+                  }
+                }
+              }
+            } catch (err) {
+              setCoverageError(err instanceof Error ? err.message : 'Coverage lookup failed');
+            } finally {
+              setLoadingCoverage(false);
+            }
+          }
+        }
+
+        // Apply form values after concept/coverage so reset does not wipe them.
+        const fv = model.formValues;
+        if (fv.clinicalIndications) setClinicalIndications(fv.clinicalIndications);
+        if (fv.expectedServiceStartDate) {
+          const d = dayjs(fv.expectedServiceStartDate);
+          if (d.isValid()) setExpectedDate(d.toDate());
+        } else if (fv.startDate) {
+          const d = dayjs(fv.startDate);
+          if (d.isValid()) setExpectedDate(d.toDate());
+        }
+        if (fv.chiefComplaint) setChiefComplaint(fv.chiefComplaint);
+        if (fv.hpi) setHpi(fv.hpi);
+        if (fv.physicalExam) setPhysicalExam(fv.physicalExam);
+        if (fv.investigations) setInvestigations(fv.investigations);
+        if (fv.anaesthesia) setAnaesthesia(fv.anaesthesia);
+        if (fv.surgeryDate) {
+          const d = dayjs(fv.surgeryDate);
+          if (d.isValid()) setSurgeryDate(d.toDate());
+        }
+        if (fv.relatedToEmployment != null) setRelatedToEmployment(fv.relatedToEmployment);
+        if (fv.relatedToAccident != null) setRelatedToAccident(fv.relatedToAccident);
+        if (fv.isCoInsured != null) setIsCoInsured(fv.isCoInsured);
+        if (fv.coInsuranceDetails) setCoInsuranceDetails(fv.coInsuranceDetails);
+        if (fv.sessionsRequired) setSessionsRequired(fv.sessionsRequired);
+        if (fv.frequency) setFrequency(fv.frequency);
+        if (fv.startDate) {
+          const d = dayjs(fv.startDate);
+          if (d.isValid()) setStartDate(d.toDate());
+        }
+      } catch (e) {
+        if (!cancelled) {
+          setCoverageError(e instanceof Error ? e.message : 'Failed to load encounter for edit');
+        }
+      } finally {
+        if (!cancelled) setLoadingEdit(false);
+      }
+    })();
+
+    return () => {
+      cancelled = true;
+    };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [isEdit, editEncounterUuid, patientUuid, plannedServiceObsConceptUuid, locationUuid]);
+
+  const resetCaptureFields = () => {
+    setClinicalIndications('');
+    setExpectedDate(null);
+    setChiefComplaint('');
+    setVitalSigns('');
+    setHpi('');
+    setPhysicalExam('');
+    setInvestigations('');
+    setAnaesthesia('');
+    setSurgeryDate(null);
+    setRelatedToEmployment(false);
+    setRelatedToAccident(false);
+    setIsCoInsured(false);
+    setCoInsuranceDetails('');
+    setSessionsRequired('');
+    setCostPerSession('');
+    setFrequency('');
+    setStartDate(null);
+    setNecessity('');
+    setLensPrescription('');
+    setNewOrReplacement('');
+    setLensAmount('');
+    setEyeExamAmount('');
+    setFrameAmount('');
+    setCarcinomaStaging('');
+    setMetastases('');
+    setTreatmentSetting('');
+    setComorbidity('');
+    setProgressReport('');
+  };
+
+  const isDirty = Boolean(
+    selected ||
+      diagnosis ||
+      clinicalIndications.trim() ||
+      chiefComplaint.trim() ||
+      vitalSigns.trim() ||
+      hpi.trim() ||
+      physicalExam.trim() ||
+      investigations.trim() ||
+      anaesthesia ||
+      surgeryDate ||
+      sessionsRequired.trim() ||
+      costPerSession.trim() ||
+      frequency ||
+      startDate ||
+      necessity.trim() ||
+      lensPrescription ||
+      newOrReplacement ||
+      lensAmount.trim() ||
+      eyeExamAmount.trim() ||
+      frameAmount.trim() ||
+      carcinomaStaging ||
+      metastases ||
+      treatmentSetting ||
+      comorbidity.trim() ||
+      progressReport.trim() ||
+      expectedDate,
+  );
+
+  const onConceptInputChange = useCallback((inputValue: string) => {
+    const q = (inputValue ?? '').trim();
+    const seq = ++searchSeq.current;
+    if (q.length < 2) {
+      setConcepts([]);
+      setLoadingConcepts(false);
+      return;
+    }
+    setLoadingConcepts(true);
+    void searchElectiveConcepts(q)
+      .then((list) => {
+        if (seq !== searchSeq.current) return;
+        setConcepts(list);
+      })
+      .catch(() => {
+        if (seq !== searchSeq.current) return;
+        setConcepts([]);
+      })
+      .finally(() => {
+        if (seq !== searchSeq.current) return;
+        setLoadingConcepts(false);
+      });
+  }, []);
+
+  const onDiagnosisInputChange = useCallback(
+    (inputValue: string) => {
+      const q = (inputValue ?? '').trim();
+      const seq = ++diagnosisSearchSeq.current;
+      if (q.length < 2) {
+        setDiagnosisItems(visitDiagnoses);
+        setSearchingDiagnoses(false);
+        return;
+      }
+      setSearchingDiagnoses(true);
+      void searchElectiveDiagnoses(q)
+        .then((list) => {
+          if (seq !== diagnosisSearchSeq.current) return;
+          // Prefer visit hits first when they still match the query text.
+          const qLower = q.toLowerCase();
+          const fromVisit = visitDiagnoses.filter(
+            (d) =>
+              d.display.toLowerCase().includes(qLower) ||
+              d.icd11Code.toLowerCase().includes(qLower),
+          );
+          const seen = new Set(fromVisit.map((d) => d.conceptUuid));
+          const merged = [...fromVisit, ...list.filter((d) => d.conceptUuid && !seen.has(d.conceptUuid))];
+          setDiagnosisItems(merged);
+        })
+        .catch(() => {
+          if (seq !== diagnosisSearchSeq.current) return;
+          setDiagnosisItems(visitDiagnoses);
+        })
+        .finally(() => {
+          if (seq !== diagnosisSearchSeq.current) return;
+          setSearchingDiagnoses(false);
+        });
+    },
+    [visitDiagnoses],
+  );
+
+  const onSelectConcept = async (item: ElectiveConceptOption | null) => {
+    setSelected(item);
+    setCoverage(null);
+    setCoverageError(null);
+    setResolvedShaCode(null);
+    resetCaptureFields();
+    if (!item || !patientUuid || !locationUuid) return;
+
+    const shaCode = extractShaCodeFromConcept(item);
+    if (!shaCode) {
+      setCoverageError(`No SHA mapping found for “${item.display}”.`);
+      return;
+    }
+    setResolvedShaCode(shaCode);
+
+    setLoadingCoverage(true);
+    try {
+      const cr = await fetchPatientCrNumber(
+        patientUuid,
+        electiveCfg?.clientRegistryIdentifierTypeUuid ?? '',
+      );
+      if (!cr) {
+        setCoverageError('Patient needs a Client Registry identifier to check SHA coverage.');
+        return;
+      }
+      const intervention = await resolveCoverageForConcept(cr, locationUuid, shaCode);
+      if (!intervention) {
+        setCoverageError(`No SHA coverage found for ${shaCode}.`);
+        return;
+      }
+      setCoverage(intervention);
+      if (!intervention.needsManualPreauthApproval) {
+        setCoverageError(
+          `${shaCode} does not require elective (manual) preauth. Capture fields are hidden.`,
+        );
+      }
+    } catch (e) {
+      setCoverageError(e instanceof Error ? e.message : 'Coverage lookup failed');
+    } finally {
+      setLoadingCoverage(false);
+    }
+  };
+
+  const showCaptureFields = Boolean(coverage?.needsManualPreauthApproval) && !loadingCoverage;
+
+  const canSubmit = useMemo(() => {
+    if (
+      !patientUuid ||
+      !locationUuid ||
+      !providerUuid ||
+      !selected ||
+      !coverage?.needsManualPreauthApproval ||
+      !expectedDate ||
+      !(diagnosis?.conceptUuid ?? '').trim() ||
+      submitting
+    ) {
+      return false;
+    }
+
+    // Elective Raise always requires clinical indications (except surgical block uses HPI etc.;
+    // still required in formRelevant for isElective).
+    if (!clinicalIndications.trim() && !specialty.requiresSurgicalPreauth) {
+      return false;
+    }
+    if (specialty.requiresSurgicalPreauth) {
+      if (
+        !chiefComplaint.trim() ||
+        !hpi.trim() ||
+        !physicalExam.trim() ||
+        !investigations.trim() ||
+        !anaesthesia ||
+        !surgeryDate
+      ) {
+        return false;
+      }
+      // When surgical-only, still require clinical indications for elective hold/raise
+      if (!clinicalIndications.trim()) return false;
+    }
+    if (specialty.requiresRenalPreauth) {
+      if (!clinicalIndications.trim() || !sessionsRequired.trim() || !frequency || !startDate) {
+        return false;
+      }
+    }
+    if (specialty.requiresOpticalPreauth || specialty.requiresRadiologyPreauth) {
+      if (!clinicalIndications.trim()) return false;
+    }
+    if (specialty.requiresOpticalPreauth) {
+      if (!necessity.trim() || !lensPrescription || !newOrReplacement) return false;
+    }
+    return true;
+  }, [
+    patientUuid,
+    locationUuid,
+    providerUuid,
+    selected,
+    coverage,
+    expectedDate,
+    diagnosis,
+    submitting,
+    clinicalIndications,
+    specialty,
+    chiefComplaint,
+    hpi,
+    physicalExam,
+    investigations,
+    anaesthesia,
+    surgeryDate,
+    sessionsRequired,
+    frequency,
+    startDate,
+    necessity,
+    lensPrescription,
+    newOrReplacement,
+  ]);
+
+  const buildClinicalIndicationsForSave = () => {
+    const parts = [clinicalIndications.trim()].filter(Boolean);
+    if (specialty.requiresOncologyPreauth) {
+      if (carcinomaStaging) parts.push(`Carcinoma staging: ${carcinomaStaging}`);
+      if (metastases) parts.push(`Metastases: ${metastases}`);
+      if (treatmentSetting) parts.push(`Treatment setting: ${treatmentSetting}`);
+      if (comorbidity.trim()) parts.push(`Comorbidity: ${comorbidity.trim()}`);
+      if (progressReport.trim()) parts.push(`Progress report: ${progressReport.trim()}`);
+    }
+    if (specialty.requiresOpticalPreauth && necessity.trim()) {
+      // necessity has its own concept path? Raise sends separately; we keep clinical + necessity text
+    }
+    if (specialty.requiresSurgicalPreauth && vitalSigns.trim()) {
+      parts.push(`Vital signs: ${vitalSigns.trim()}`);
+    }
+    return parts.join('\n');
+  };
+
+  const onSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!canSubmit || !selected || !coverage || !expectedDate || !diagnosis?.conceptUuid) return;
+    if (!providerUuid) {
+      showSnackbar({
+        title: 'Missing provider',
+        subtitle: 'Your session has no provider. Switch to a provider account and try again.',
+        kind: 'error',
+      });
+      return;
+    }
+    setSubmitting(true);
+    try {
+      const captureInput = {
+        patientUuid,
+        locationUuid,
+        encounterTypeUuid: electiveCfg?.encounterTypeUuid ?? '',
+        providerUuid,
+        encounterRoleUuid: electiveCfg?.encounterRoleUuid,
+        plannedServiceObsConceptUuid,
+        concept: selected,
+        intervention: coverage,
+        clinicalIndications: buildClinicalIndicationsForSave(),
+        expectedServiceStartDate: expectedDate.toISOString(),
+        chiefComplaint,
+        hpi,
+        physicalExam,
+        investigations,
+        anaesthesia: specialty.requiresSurgicalPreauth ? anaesthesia : undefined,
+        surgeryDate:
+          specialty.requiresSurgicalPreauth && surgeryDate
+            ? surgeryDate.toISOString()
+            : undefined,
+        relatedToEmployment: specialty.requiresSurgicalPreauth ? relatedToEmployment : undefined,
+        relatedToAccident: specialty.requiresSurgicalPreauth ? relatedToAccident : undefined,
+        isCoInsured:
+          specialty.requiresSurgicalPreauth ||
+          specialty.requiresRenalPreauth ||
+          specialty.requiresOncologyPreauth
+            ? isCoInsured
+            : undefined,
+        coInsuranceDetails: isCoInsured ? coInsuranceDetails : undefined,
+        sessionsRequired:
+          specialty.requiresRenalPreauth || specialty.requiresOncologyPreauth
+            ? sessionsRequired
+            : undefined,
+        frequency: specialty.requiresRenalPreauth ? frequency : undefined,
+        startDate:
+          (specialty.requiresRenalPreauth || specialty.requiresOncologyPreauth) && startDate
+            ? startDate.toISOString()
+            : undefined,
+        necessity: specialty.requiresOpticalPreauth ? necessity : undefined,
+        lensPrescription: specialty.requiresOpticalPreauth ? lensPrescription : undefined,
+        newOrReplacement: specialty.requiresOpticalPreauth ? newOrReplacement : undefined,
+        lensAmount: specialty.requiresOpticalPreauth ? lensAmount : undefined,
+        eyeExamAmount: specialty.requiresOpticalPreauth ? eyeExamAmount : undefined,
+        frameAmount: specialty.requiresOpticalPreauth ? frameAmount : undefined,
+        diagnosis,
+      };
+
+      if (isEdit && editEncounterUuid) {
+        await updateElectivePreauthEncounter(editEncounterUuid, captureInput, existingObs);
+        if (editHoldId) {
+          await syncElectiveHoldOrderConcept({
+            holdId: editHoldId,
+            encounterUuid: editEncounterUuid,
+            conceptUuid: selected.uuid,
+            currentOrderNo: editHoldOrderNo,
+          });
+        }
+        showSnackbar({
+          title: 'Elective request updated',
+          subtitle: 'Encounter obs replaced (voided + new). Order concept saved for Create Order.',
+          kind: 'success',
+        });
+      } else {
+        const encounter = await createElectivePreauthEncounter(captureInput);
+
+        await holdElectivePreauthRequest({
+          patientUuid,
+          locationUuid,
+          encounterUuid: encounter.uuid,
+          intervention: coverage,
+          expectedServiceStartDate: expectedDate.toISOString(),
+          conceptUuid: selected.uuid,
+        });
+
+        showSnackbar({
+          title: 'Elective request saved',
+          subtitle: 'Preauth encounter created. Accounting can raise from Elective requests.',
+          kind: 'success',
+        });
+      }
+
+      workspaceProps?.onSuccess?.();
+      await closeWorkspace({ discardUnsavedChanges: true });
+    } catch (err) {
+      showSnackbar({
+        title: isEdit ? 'Update failed' : 'Save failed',
+        subtitle:
+          err instanceof Error
+            ? err.message
+            : isEdit
+              ? 'Could not update elective preauth encounter'
+              : 'Could not save elective preauth encounter',
+        kind: 'error',
+      });
+    } finally {
+      setSubmitting(false);
+    }
+  };
+
+  const clinicalIndicationsFieldProps = {
+    labelText: 'Clinical indications',
+    value: clinicalIndications,
+    onChange: (e: React.ChangeEvent<HTMLTextAreaElement>) => setClinicalIndications(e.target.value),
+    rows: 3,
+  };
+
+  return (
+    <Workspace2
+      title={isEdit ? 'Edit elective preauth request' : 'Elective preauth request'}
+      hasUnsavedChanges={isDirty}
+    >
+      <Form className={styles.form} onSubmit={(e) => void onSubmit(e)}>
+        <div className={styles.body}>
+          {loadingEdit ? <InlineLoading description="Loading encounter for edit…" /> : null}
+          {!patientUuid ? (
+            <InlineNotification
+              kind="error"
+              lowContrast
+              hideCloseButton
+              title="Missing patient"
+              subtitle="Open this workspace from the patient chart Elective Preauth page."
+            />
+          ) : null}
+
+          {patientUuid && !providerUuid ? (
+            <InlineNotification
+              kind="warning"
+              lowContrast
+              hideCloseButton
+              title="No provider on session"
+              subtitle="Log in as a provider user so the encounter can store who captured this request."
+            />
+          ) : null}
+
+          <p className={styles.hint}>
+            {isEdit
+              ? 'Update the planned orderable concept and specialty fields. Saving voids replaced obs and creates new ones on the same encounter.'
+              : 'Search the concept dictionary, select the orderable concept, then complete the specialty fields that match the Raise preauth form for this intervention.'}
+          </p>
+
+          <ComboBox
+            className={styles.field}
+            id="elective-ws-intervention-concept"
+            titleText="Orderable concept (planned service)"
+            helperText="This concept is used when Create Order runs after the preauth is ACTIVE or FINALISED."
+            items={concepts}
+            itemToString={(item: ElectiveConceptOption | null) => item?.display ?? ''}
+            shouldFilterItem={() => true}
+            selectedItem={selected}
+            onChange={({ selectedItem }) => void onSelectConcept(selectedItem ?? null)}
+            onInputChange={onConceptInputChange}
+            placeholder="Type at least 2 characters to search concepts…"
+          />
+          {loadingConcepts ? <InlineLoading description="Searching concept dictionary…" /> : null}
+
+          {loadingCoverage ? (
+            <InlineLoading
+              description={`Resolving ${resolvedShaCode ?? 'SHA code'} and checking coverage…`}
+            />
+          ) : null}
+
+          {coverageError && !loadingCoverage ? (
+            <InlineNotification
+              kind="warning"
+              lowContrast
+              hideCloseButton
+              title="Coverage"
+              subtitle={coverageError}
+            />
+          ) : null}
+
+          {coverage && !loadingCoverage ? (
+            <div className={styles.coverage}>
+              <div className={styles.tagRow}>
+                <Tag type={coverage.needsManualPreauthApproval ? 'magenta' : 'gray'}>
+                  {coverage.needsManualPreauthApproval ? 'Elective preauth required' : 'Not elective'}
+                </Tag>
+                {coverage.needsManualPreauthApproval ? (
+                  <Tag type="blue">{specialtyLabel} preauth</Tag>
+                ) : null}
+              </div>
+              <p>
+                <strong>{coverage.code}</strong> — {coverage.name}
+              </p>
+              <p className={styles.meta}>
+                Tariff: {coverage.overallTariff || coverage.kephLevelTarriff || '—'}
+              </p>
+            </div>
+          ) : null}
+
+          {showCaptureFields ? (
+            <>
+              <ComboBox
+                className={styles.field}
+                id="elective-ws-diagnosis"
+                titleText="Diagnosis"
+                helperText={diagnosisPrefillNote ?? undefined}
+                items={diagnosisItems}
+                itemToString={(item: ElectiveDiagnosisOption | null) =>
+                  item
+                    ? item.icd11Code
+                      ? `${item.icd11Code} · ${item.display}`
+                      : item.display
+                    : ''
+                }
+                shouldFilterItem={() => true}
+                selectedItem={diagnosis}
+                onChange={({ selectedItem }) => {
+                  setDiagnosis(selectedItem ?? null);
+                  setDiagnosisPrefillNote(null);
+                }}
+                onInputChange={onDiagnosisInputChange}
+                placeholder="Search diagnosis or pick from today’s visit…"
+              />
+              {loadingDiagnoses || searchingDiagnoses ? (
+                <InlineLoading
+                  description={
+                    loadingDiagnoses ? 'Loading today’s diagnoses…' : 'Searching diagnoses…'
+                  }
+                />
+              ) : null}
+
+              <div className={styles.dateField}>
+                <DatePicker
+                  datePickerType="single"
+                  dateFormat="d/m/Y"
+                  value={expectedDate ?? undefined}
+                  onChange={(dates: Date[]) => setExpectedDate(dates?.[0] ?? null)}
+                >
+                  <DatePickerInput
+                    id="elective-ws-expected-date"
+                    labelText="Expected service start date"
+                    placeholder="dd/mm/yyyy"
+                  />
+                </DatePicker>
+              </div>
+
+              {showElectiveClinicalIndications &&
+              !specialty.requiresRenalPreauth &&
+              !specialty.requiresOpticalPreauth &&
+              !specialty.requiresRadiologyPreauth ? (
+                <TextArea
+                  className={styles.field}
+                  id="elective-ws-clinical-indications"
+                  {...clinicalIndicationsFieldProps}
+                />
+              ) : null}
+
+              {specialty.requiresSurgicalPreauth ? (
+                <section className={styles.section}>
+                  <h5>Surgical preauth</h5>
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-chief-complaint"
+                    labelText="Chief complaint"
+                    value={chiefComplaint}
+                    onChange={(e) => setChiefComplaint(e.target.value)}
+                    rows={2}
+                  />
+                  <TextInput
+                    className={styles.field}
+                    id="elective-ws-vital-signs"
+                    labelText="Vital signs"
+                    value={vitalSigns}
+                    onChange={(e) => setVitalSigns(e.target.value)}
+                  />
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-hpi"
+                    labelText="History of present illness"
+                    value={hpi}
+                    onChange={(e) => setHpi(e.target.value)}
+                    rows={2}
+                  />
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-exam"
+                    labelText="Physical examination"
+                    value={physicalExam}
+                    onChange={(e) => setPhysicalExam(e.target.value)}
+                    rows={2}
+                  />
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-investigations"
+                    labelText="Investigation report details"
+                    value={investigations}
+                    onChange={(e) => setInvestigations(e.target.value)}
+                    rows={2}
+                  />
+                  <div className={styles.row}>
+                    <Dropdown
+                      id="elective-ws-anaesthesia"
+                      titleText="Type of anaesthesia"
+                      label="Select"
+                      items={ANAESTHESIA}
+                      selectedItem={anaesthesia || null}
+                      onChange={({ selectedItem }) => setAnaesthesia(selectedItem ?? '')}
+                    />
+                    <div className={styles.dateField}>
+                      <DatePicker
+                        datePickerType="single"
+                        dateFormat="d/m/Y"
+                        value={surgeryDate ?? undefined}
+                        onChange={(dates: Date[]) => setSurgeryDate(dates?.[0] ?? null)}
+                      >
+                        <DatePickerInput
+                          id="elective-ws-surgery-date"
+                          labelText="Surgery date"
+                          placeholder="dd/mm/yyyy"
+                        />
+                      </DatePicker>
+                    </div>
+                  </div>
+                  <div className={styles.row}>
+                    <Checkbox
+                      id="elective-ws-related-employment"
+                      labelText="Related to employment"
+                      checked={relatedToEmployment}
+                      onChange={(_, { checked }) => setRelatedToEmployment(checked)}
+                    />
+                    <Checkbox
+                      id="elective-ws-related-accident"
+                      labelText="Related to auto/other accident"
+                      checked={relatedToAccident}
+                      onChange={(_, { checked }) => setRelatedToAccident(checked)}
+                    />
+                    <Checkbox
+                      id="elective-ws-surgical-co-insured"
+                      labelText="Is co-insured"
+                      checked={isCoInsured}
+                      onChange={(_, { checked }) => setIsCoInsured(checked)}
+                    />
+                  </div>
+                  {isCoInsured ? (
+                    <TextArea
+                      className={styles.field}
+                      id="elective-ws-co-insurance-details"
+                      labelText="Co-insurance details"
+                      value={coInsuranceDetails}
+                      onChange={(e) => setCoInsuranceDetails(e.target.value)}
+                      rows={2}
+                    />
+                  ) : null}
+                </section>
+              ) : null}
+
+              {specialty.requiresRenalPreauth ? (
+                <section className={styles.section}>
+                  <h5>Renal preauth</h5>
+                  <div className={styles.row}>
+                    <TextInput
+                      id="elective-ws-sessions-required"
+                      labelText="Number of sessions required"
+                      value={sessionsRequired}
+                      onChange={(e) => setSessionsRequired(e.target.value)}
+                    />
+                    <TextInput
+                      id="elective-ws-cost-per-session"
+                      labelText="Cost per session"
+                      value={costPerSession}
+                      onChange={(e) => setCostPerSession(e.target.value)}
+                    />
+                    <Dropdown
+                      id="elective-ws-frequency"
+                      titleText="Frequency of sessions"
+                      label="Select"
+                      items={FREQUENCY}
+                      selectedItem={frequency || null}
+                      onChange={({ selectedItem }) => setFrequency(selectedItem ?? '')}
+                    />
+                  </div>
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-renal-indications"
+                    {...clinicalIndicationsFieldProps}
+                  />
+                  <div className={styles.row}>
+                    <div className={styles.dateField}>
+                      <DatePicker
+                        datePickerType="single"
+                        dateFormat="d/m/Y"
+                        value={startDate ?? undefined}
+                        onChange={(dates: Date[]) => setStartDate(dates?.[0] ?? null)}
+                      >
+                        <DatePickerInput
+                          id="elective-ws-renal-start"
+                          labelText="Start date"
+                          placeholder="dd/mm/yyyy"
+                        />
+                      </DatePicker>
+                    </div>
+                    <Checkbox
+                      id="elective-ws-renal-co-insured"
+                      labelText="Is co-insured"
+                      checked={isCoInsured}
+                      onChange={(_, { checked }) => setIsCoInsured(checked)}
+                    />
+                  </div>
+                  {isCoInsured ? (
+                    <TextArea
+                      className={styles.field}
+                      id="elective-ws-renal-co-insurance-details"
+                      labelText="Co-insurance details"
+                      value={coInsuranceDetails}
+                      onChange={(e) => setCoInsuranceDetails(e.target.value)}
+                      rows={2}
+                    />
+                  ) : null}
+                </section>
+              ) : null}
+
+              {specialty.requiresOpticalPreauth ? (
+                <section className={styles.section}>
+                  <h5>Optical preauth</h5>
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-optical-indications"
+                    {...clinicalIndicationsFieldProps}
+                  />
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-necessity"
+                    labelText="Necessity of service"
+                    value={necessity}
+                    onChange={(e) => setNecessity(e.target.value)}
+                    rows={2}
+                  />
+                  <div className={styles.row}>
+                    <Dropdown
+                      id="elective-ws-lens-rx"
+                      titleText="Lens prescription"
+                      label="Select"
+                      items={LENS}
+                      selectedItem={lensPrescription || null}
+                      onChange={({ selectedItem }) => setLensPrescription(selectedItem ?? '')}
+                    />
+                    <Dropdown
+                      id="elective-ws-new-or-repl"
+                      titleText="New or replacement"
+                      label="Select"
+                      items={NEW_OR_REPL}
+                      selectedItem={newOrReplacement || null}
+                      onChange={({ selectedItem }) => setNewOrReplacement(selectedItem ?? '')}
+                    />
+                  </div>
+                  <div className={styles.row}>
+                    <TextInput
+                      id="elective-ws-lens-amount"
+                      labelText="Lens amount"
+                      value={lensAmount}
+                      onChange={(e) => setLensAmount(e.target.value)}
+                    />
+                    <TextInput
+                      id="elective-ws-eye-exam-amount"
+                      labelText="Eye examination amount"
+                      value={eyeExamAmount}
+                      onChange={(e) => setEyeExamAmount(e.target.value)}
+                    />
+                    <TextInput
+                      id="elective-ws-frame-amount"
+                      labelText="Frame amount"
+                      value={frameAmount}
+                      onChange={(e) => setFrameAmount(e.target.value)}
+                    />
+                  </div>
+                </section>
+              ) : null}
+
+              {specialty.requiresOncologyPreauth ? (
+                <section className={styles.section}>
+                  <h5>Oncology preauth</h5>
+                  <div className={styles.row}>
+                    <Dropdown
+                      id="elective-ws-carcinoma-staging"
+                      titleText="Carcinoma staging"
+                      label="Select"
+                      items={STAGING}
+                      selectedItem={carcinomaStaging || null}
+                      onChange={({ selectedItem }) => setCarcinomaStaging(selectedItem ?? '')}
+                    />
+                    <Dropdown
+                      id="elective-ws-metastases"
+                      titleText="Metastases"
+                      label="Select"
+                      items={METASTASES}
+                      selectedItem={metastases || null}
+                      onChange={({ selectedItem }) => setMetastases(selectedItem ?? '')}
+                    />
+                    <Dropdown
+                      id="elective-ws-treatment-setting"
+                      titleText="Treatment setting"
+                      label="Select"
+                      items={TREATMENT}
+                      selectedItem={treatmentSetting || null}
+                      onChange={({ selectedItem }) => setTreatmentSetting(selectedItem ?? '')}
+                    />
+                  </div>
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-comorbidity"
+                    labelText="Comorbidity"
+                    value={comorbidity}
+                    onChange={(e) => setComorbidity(e.target.value)}
+                    rows={2}
+                  />
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-progress-report"
+                    labelText="Progress report"
+                    value={progressReport}
+                    onChange={(e) => setProgressReport(e.target.value)}
+                    rows={2}
+                  />
+                  <div className={styles.row}>
+                    <div className={styles.dateField}>
+                      <DatePicker
+                        datePickerType="single"
+                        dateFormat="d/m/Y"
+                        value={startDate ?? undefined}
+                        onChange={(dates: Date[]) => setStartDate(dates?.[0] ?? null)}
+                      >
+                        <DatePickerInput
+                          id="elective-ws-oncology-start"
+                          labelText="Start date"
+                          placeholder="dd/mm/yyyy"
+                        />
+                      </DatePicker>
+                    </div>
+                  </div>
+                  <div className={styles.row}>
+                    <TextInput
+                      id="elective-ws-onc-sessions"
+                      labelText="Number of sessions required"
+                      value={sessionsRequired}
+                      onChange={(e) => setSessionsRequired(e.target.value)}
+                    />
+                    <TextInput
+                      id="elective-ws-onc-cost"
+                      labelText="Cost per session"
+                      value={costPerSession}
+                      onChange={(e) => setCostPerSession(e.target.value)}
+                    />
+                    <Checkbox
+                      id="elective-ws-onc-co-insured"
+                      labelText="Is co-insured"
+                      checked={isCoInsured}
+                      onChange={(_, { checked }) => setIsCoInsured(checked)}
+                    />
+                  </div>
+                  {isCoInsured ? (
+                    <TextArea
+                      className={styles.field}
+                      id="elective-ws-onc-co-insurance-details"
+                      labelText="Co-insurance details"
+                      value={coInsuranceDetails}
+                      onChange={(e) => setCoInsuranceDetails(e.target.value)}
+                      rows={2}
+                    />
+                  ) : null}
+                </section>
+              ) : null}
+
+              {specialty.requiresRadiologyPreauth ? (
+                <section className={styles.section}>
+                  <h5>Imaging / radiology preauth</h5>
+                  <TextArea
+                    className={styles.field}
+                    id="elective-ws-imaging-indications"
+                    {...clinicalIndicationsFieldProps}
+                  />
+                </section>
+              ) : null}
+            </>
+          ) : null}
+        </div>
+
+        <ButtonSet className={styles.buttonSet}>
+          <Button kind="secondary" onClick={() => void closeWorkspace()}>
+            Cancel
+          </Button>
+          <Button kind="primary" type="submit" disabled={!canSubmit || loadingEdit}>
+            {submitting
+              ? isEdit
+                ? 'Updating…'
+                : 'Saving…'
+              : isEdit
+                ? 'Update elective request'
+                : 'Save elective request'}
+          </Button>
+        </ButtonSet>
+      </Form>
+    </Workspace2>
+  );
+};
+
+export default ElectivePreauthRequestWorkspace;