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

package/src/registry/drawer/workflow-drawer.component.tsx

@@ -0,0 +1,1478 @@
+import React, { useEffect, useRef, useState } from 'react';
+import {
+  Button,
+  ComboBox,
+  Dropdown,
+  FileUploaderItem,
+  FormLabel,
+  InlineLoading,
+  Modal,
+  ProgressIndicator,
+  ProgressStep,
+  RadioButton,
+  RadioButtonGroup,
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+  Tag,
+} from '@carbon/react';
+import {
+  ArrowRight,
+  CheckboxCheckedFilled,
+  CheckmarkOutline,
+  CloudUpload,
+  Close,
+  FingerprintRecognition,
+  Information,
+  PendingFilled,
+  Renew,
+  ScanDisabled,
+  WarningAltFilled,
+} from '@carbon/react/icons';
+import { type Patient, showSnackbar } from '@openmrs/esm-framework';
+import styles from './workflow-drawer.component.scss';
+import { type HieClient, type RequestCustomOtpDto, type Scheme } from '../types';
+import { getClientEligibityStatus } from '../../shared/services/eligibility.resource';
+import { maskCrNumber, maskExceptFirstAndLast } from '../utils/mask-data';
+import OtpVerificationStep from './otp-verification-step.component';
+import EmrCompare from './emr-compare.component';
+import EmrCreatePreview from './emr-create-preview.component';
+import {
+  getBiometricCaptureUrl,
+  getOtpWhitelistStatus,
+  isBiometricConfigured,
+  requestOtpWhitelist,
+} from './verification.resource';
+import { fetchServiceQueuesByLocationUuid } from '../../resources/queue.resource';
+import { fetchCashPoints, fetchPaymentModes } from '../../shared/services/billing.resource';
+import { getReadableErrorMessage } from '../utils/error-handler';
+import { fetchPomsfBalance } from '../../claims/claims.resource';
+import { type PomsfBalance } from '../../claims';
+import { formatKes, getAllPomsfBenefitBalances, getPomsfDisplayBalance, isPomsfActive } from './pomsf-balance.util';
+
+type Phase =
+  | 'biometric'
+  | 'biometric-not-setup'
+  | 'otp-gate'
+  | 'whitelist-request'
+  | 'whitelist-pending'
+  | 'otp'
+  | 'consent'
+  | 'visit';
+
+type Method = 'cash' | 'insurance';
+
+type RequiredField = 'visitType' | 'room' | 'insurance';
+
+const STEPS = ['Verify & consent', 'Start visit'];
+const BIOMETRIC_MAX_ATTEMPTS = 3;
+
+// Decode HTML entities in backend-provided names (e.g. "Accident & Emergency").
+function decodeHtmlEntities(value: string): string {
+  if (!value || typeof document === 'undefined') {
+    return value;
+  }
+  const el = document.createElement('textarea');
+  el.innerHTML = value;
+  return el.value;
+}
+const OTP_EXPIRY_SECONDS = 300; // 5 minutes
+
+// Where the patient is sent first, and the rooms available for each category.
+const PATIENT_CATEGORIES = ['Triage', 'Walk-in', 'CCC'];
+const WALK_IN_ROOMS = [];
+
+// Payment modes that are direct payment (not insurance schemes) — excluded from
+// the insurance-scheme list.
+const NON_INSURANCE_PAYMENT_MODES = /cash|mpesa|m-pesa|waiver/i;
+
+// OpenMRS visit types (searchable).
+const VISIT_TYPE_OPTIONS = ['Outpatient', 'Inpatient'];
+
+// Keys that still have to work while an option is selected: menu navigation, commit
+// and dismiss. Everything else that would mutate the text is blocked below.
+const SELECTION_NAV_KEYS = new Set([
+  'Tab',
+  'Enter',
+  'Escape',
+  'ArrowUp',
+  'ArrowDown',
+  'ArrowLeft',
+  'ArrowRight',
+  'Home',
+  'End',
+  'Shift',
+  'Control',
+  'Alt',
+  'Meta',
+]);
+
+// A picked option behaves as a single locked token: while one is selected the field
+// can't be typed into, pasted into, or erased from the keyboard, so it can never hold
+// a half-edited label that still reads as a valid selection. Clearing is deliberate —
+// only the combo box's ✕ button removes a selection. Bound on the wrapper in the
+// capture phase so these run before Carbon's own handlers.
+function lockSelection(hasSelection: boolean) {
+  const block = (event: React.SyntheticEvent) => {
+    event.preventDefault();
+    event.stopPropagation();
+  };
+  return {
+    onKeyDownCapture: (event: React.KeyboardEvent) => {
+      if (!hasSelection) {
+        return;
+      }
+      // Backspace/Delete included: use the ✕ button to change a selection.
+      if (event.key === 'Backspace' || event.key === 'Delete') {
+        block(event);
+        return;
+      }
+      // Let shortcuts through — an actual paste is stopped by onPasteCapture.
+      if (SELECTION_NAV_KEYS.has(event.key) || event.ctrlKey || event.metaKey) {
+        return;
+      }
+      // Any single-character key would append to the locked label.
+      if (event.key.length === 1) {
+        block(event);
+      }
+    },
+    onPasteCapture: (event: React.ClipboardEvent) => {
+      if (hasSelection) {
+        block(event);
+      }
+    },
+  };
+}
+
+// Carbon's ComboBox shows every item unless it's given a shouldFilterItem, so each
+// searchable dropdown gets one of these. Once an item is picked Carbon puts its label
+// in the input, which would otherwise filter the reopened menu down to that one item —
+// hence treating "input equals the current selection" as an empty query.
+function filterByLabel<T>(toLabel: (item: T) => string, selectedLabel: string) {
+  return ({ item, inputValue }: { item: T; inputValue: string | null }) => {
+    const query = (inputValue ?? '').trim().toLowerCase();
+    if (!query || query === (selectedLabel ?? '').trim().toLowerCase()) {
+      return true;
+    }
+    return toLabel(item).toLowerCase().includes(query);
+  };
+}
+
+// Reasons biometric identification could not be used (option set for the request).
+const WHITELIST_REASONS = [
+  'Biometric device not working',
+  'Patient fingerprints not readable',
+  'Patient has no usable fingerprints',
+  'Fingerprint repeatedly not matching',
+  'Other',
+];
+
+const phaseToIndex: Record<Phase, number> = {
+  biometric: 0,
+  'biometric-not-setup': 0,
+  'otp-gate': 0,
+  'whitelist-request': 0,
+  'whitelist-pending': 0,
+  otp: 0,
+  consent: 0,
+  visit: 1,
+};
+
+interface WorkflowDrawerProps {
+  open: boolean;
+  client?: HieClient;
+  clientType?: string;
+  locationUuid?: string;
+  requestCustomOtpDto?: RequestCustomOtpDto;
+  phoneNumber?: string;
+  // EMR lookup result for the client, so the user can create or sync the record.
+  amrsPatient?: Patient | null;
+  amrsChecked?: boolean;
+  syncingAmrs?: boolean;
+  onCreatePatient?: () => void;
+  onSyncPatient?: () => void;
+  onClose: () => void;
+  onStartVisit: (details: {
+    patientCategory: string;
+    room: string;
+    roomUuid: string;
+    visitType: string;
+    method?: Method;
+    insurance?: string;
+  }) => void;
+}
+
+const WorkflowDrawer: React.FC<WorkflowDrawerProps> = ({
+  open,
+  client,
+  clientType,
+  locationUuid,
+  requestCustomOtpDto,
+  phoneNumber,
+  amrsPatient,
+  amrsChecked,
+  syncingAmrs,
+  onCreatePatient,
+  onSyncPatient,
+  onClose,
+  onStartVisit,
+}) => {
+  const [phase, setPhase] = useState<Phase>('biometric');
+  const [pendingEmrAction, setPendingEmrAction] = useState<'create' | 'sync' | null>(null);
+  const [isOtpWhitelisted, setIsOtpWhitelisted] = useState(false);
+  const [consent, setConsent] = useState(false);
+  const [launchingBiometric, setLaunchingBiometric] = useState(false);
+  const [biometricUrl, setBiometricUrl] = useState<string | null>(null);
+  const [failCount, setFailCount] = useState(0);
+  const [checkingWhitelist, setCheckingWhitelist] = useState(false);
+  const [submittingWhitelist, setSubmittingWhitelist] = useState(false);
+  const [showWhitelistForm, setShowWhitelistForm] = useState(false);
+  const [reason, setReason] = useState('');
+  const [failedImage, setFailedImage] = useState<File | null>(null);
+  const [reasonError, setReasonError] = useState('');
+  const [imageError, setImageError] = useState('');
+  const [dragOver, setDragOver] = useState(false);
+  const fileInputRef = useRef<HTMLInputElement>(null);
+  const [method, setMethod] = useState<Method>('insurance');
+  const [patientCategory, setPatientCategory] = useState<string>(PATIENT_CATEGORIES[0]);
+  const [room, setRoom] = useState<string>('');
+  const [insurance, setInsurance] = useState<string>('');
+  const [visitType, setVisitType] = useState<string>('');
+  const [triageRooms, setTriageRooms] = useState<string[]>([]);
+  // Maps each triage room label to its service-queue uuid, needed to enqueue the patient.
+  const [triageQueueByRoom, setTriageQueueByRoom] = useState<Record<string, string>>({});
+  const [loadingRooms, setLoadingRooms] = useState(false);
+  const [insuranceSchemes, setInsuranceSchemes] = useState<string[]>([]);
+  const [loadingSchemes, setLoadingSchemes] = useState(false);
+  const [hasCashPoint, setHasCashPoint] = useState<boolean | null>(null);
+  const [hasCashMode, setHasCashMode] = useState<boolean | null>(null);
+  const [schemes, setSchemes] = useState<Scheme[]>([]);
+  const [loadingEligibility, setLoadingEligibility] = useState(false);
+  const [eligibilityChecked, setEligibilityChecked] = useState(false);
+  const [pomsfBalance, setPomsfBalance] = useState<PomsfBalance | null>(null);
+  const [insuranceError, setInsuranceError] = useState('');
+  // Required fields only flag once the user has actually been in them, so the step
+  // doesn't open pre-painted red. Each clears the moment its field has a value.
+  const [touched, setTouched] = useState<Record<RequiredField, boolean>>({
+    visitType: false,
+    room: false,
+    insurance: false,
+  });
+  const markTouched = (field: RequiredField) => () =>
+    setTouched((prev) => (prev[field] ? prev : { ...prev, [field]: true }));
+
+  useEffect(() => {
+    if (open) {
+      setPhase(isBiometricConfigured() ? 'biometric' : 'biometric-not-setup');
+      setPendingEmrAction(null);
+      setIsOtpWhitelisted(false);
+      setConsent(false);
+      setLaunchingBiometric(false);
+      setBiometricUrl(null);
+      setFailCount(0);
+      setReason('');
+      setFailedImage(null);
+      setReasonError('');
+      setImageError('');
+      setShowWhitelistForm(false);
+      setMethod('insurance');
+      setPatientCategory(PATIENT_CATEGORIES[0]);
+      setRoom('');
+      setInsurance('');
+      setVisitType('');
+      setInsuranceError('');
+      setTriageRooms([]);
+      setTriageQueueByRoom({});
+      setInsuranceSchemes([]);
+      setHasCashPoint(null);
+      setHasCashMode(null);
+      setEligibilityChecked(false);
+      setTouched({ visitType: false, room: false, insurance: false });
+    }
+  }, [open]);
+
+  // Load the patient's eligibility schemes up front so the eligible schemes and
+  // SHA eligibility can be shown on the consent summary and appended to the SHA
+  // payment option.
+  useEffect(() => {
+    if (!open || !client?.id || !locationUuid) {
+      return;
+    }
+    let active = true;
+    setLoadingEligibility(true);
+    setSchemes([]);
+    setEligibilityChecked(false);
+    getClientEligibityStatus({ requestIdNumber: client.id, requestIdType: '3', locationUuid })
+      .then((resp) => {
+        if (!active) {
+          return;
+        }
+        setSchemes(resp?.schemes ?? []);
+        setEligibilityChecked(true);
+      })
+      .catch(() => {
+        if (active) {
+          setSchemes([]);
+          setEligibilityChecked(false);
+        }
+      })
+      .finally(() => {
+        if (active) {
+          setLoadingEligibility(false);
+        }
+      });
+    return () => {
+      active = false;
+    };
+  }, [open, client?.id, locationUuid]);
+
+  // POMSF's balance lives behind a separate HIE endpoint (/pomsf-balance) from
+  // the /eligibility call above, so it's fetched independently — gated only on
+  // POMSF being Active (regardless of which scheme is selected in the dropdown,
+  // since the Eligibility row below lists every active scheme unconditionally),
+  // and never on Visit type. That means switching Visit type afterwards just
+  // re-picks a benefit line out of the response already in state (see
+  // pomsf-balance.util.ts) rather than re-fetching. Uses a plain fetch rather
+  // than the usePomsfBalance hook, which pulls in useConfig({ externalModuleName
+  // }) and has been observed to throw here.
+  const pomsfActive = isPomsfActive(schemes);
+  useEffect(() => {
+    if (!open || !pomsfActive || !client?.id || !locationUuid) {
+      setPomsfBalance(null);
+      return;
+    }
+    let active = true;
+    fetchPomsfBalance(client.id, locationUuid)
+      .then((balance) => {
+        if (active) {
+          setPomsfBalance(balance);
+        }
+      })
+      .catch(() => {
+        if (active) {
+          setPomsfBalance(null);
+        }
+      });
+    return () => {
+      active = false;
+    };
+  }, [open, pomsfActive, client?.id, locationUuid]);
+
+  // Load triage service queues for the LOGGED-IN location only (queues whose
+  // name contains "triage"), so rooms from other locations aren't shown.
+  useEffect(() => {
+    if (!open || !locationUuid) {
+      return;
+    }
+    let active = true;
+    setLoadingRooms(true);
+    fetchServiceQueuesByLocationUuid(locationUuid)
+      .then((resp) => {
+        if (!active) {
+          return;
+        }
+        const triageQueues = (resp?.results ?? [])
+          // Strictly this location — never queues from sibling/child locations.
+          .filter((q) => q.location?.uuid === locationUuid)
+          .filter((q) => /triage/i.test(q.name ?? q.display ?? ''))
+          .map((q) => ({ label: decodeHtmlEntities(q.display || q.name), uuid: q.uuid }))
+          .filter((q) => q.label && q.uuid);
+        const byRoom: Record<string, string> = {};
+        for (const q of triageQueues) {
+          // First queue wins for a given label (deduped below for the dropdown).
+          if (!byRoom[q.label]) {
+            byRoom[q.label] = q.uuid;
+          }
+        }
+        setTriageQueueByRoom(byRoom);
+        setTriageRooms(Array.from(new Set(triageQueues.map((q) => q.label))));
+      })
+      .catch((err) => {
+        if (active) {
+          showSnackbar({
+            kind: 'error',
+            title: 'Couldn’t load triage rooms',
+            subtitle: getReadableErrorMessage(err, 'Please try again.'),
+          });
+        }
+      })
+      .finally(() => {
+        if (active) {
+          setLoadingRooms(false);
+        }
+      });
+    return () => {
+      active = false;
+    };
+  }, [open, locationUuid]);
+
+  // Payment modes are global; cash points are what's tied to a location. So we
+  // (1) check the logged-in location has a cash point (can it collect payment),
+  // and (2) load the global insurance schemes for the dropdown.
+  useEffect(() => {
+    if (!open || !locationUuid) {
+      return;
+    }
+    let active = true;
+    setLoadingSchemes(true);
+    Promise.all([fetchCashPoints(), fetchPaymentModes()])
+      .then(([cashPoints, modes]) => {
+        if (!active) {
+          return;
+        }
+        const facilityCashPoints = (cashPoints ?? []).filter((cp) => !cp.retired && cp.location?.uuid === locationUuid);
+        setHasCashPoint(facilityCashPoints.length > 0);
+
+        // Whether a "cash" payment mode is configured on the backend.
+        setHasCashMode((modes ?? []).some((m) => !m.retired && /cash/i.test(m.name ?? '')));
+
+        const schemes = (modes ?? [])
+          .filter((m) => !m.retired && m.name && !NON_INSURANCE_PAYMENT_MODES.test(m.name))
+          .map((m) => decodeHtmlEntities(m.name));
+        setInsuranceSchemes(Array.from(new Set(schemes)));
+      })
+      .catch((err) => {
+        if (active) {
+          showSnackbar({
+            kind: 'error',
+            title: 'Couldn’t load payment options',
+            subtitle: getReadableErrorMessage(err, 'Please try again.'),
+          });
+        }
+      })
+      .finally(() => {
+        if (active) {
+          setLoadingSchemes(false);
+        }
+      });
+    return () => {
+      active = false;
+    };
+  }, [open, locationUuid]);
+
+  // Check upfront whether OTP is already whitelisted for this client, so that
+  // when biometrics fail we can go straight to sending the OTP.
+  useEffect(() => {
+    if (!open || !client) {
+      return;
+    }
+    let active = true;
+    getOtpWhitelistStatus(client.id).then((status) => {
+      if (active) {
+        setIsOtpWhitelisted(status === 'approved');
+      }
+    });
+    return () => {
+      active = false;
+    };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  // When we reach the OTP gate, resolve the whitelist status and route accordingly.
+  useEffect(() => {
+    if (phase !== 'otp-gate' || !client) {
+      return;
+    }
+    let active = true;
+    setCheckingWhitelist(true);
+    getOtpWhitelistStatus(client.id)
+      .then((status) => {
+        if (!active) return;
+        if (status === 'approved') {
+          setPhase('otp');
+        } else if (status === 'pending') {
+          setPhase('whitelist-pending');
+        } else {
+          setPhase('whitelist-request');
+        }
+      })
+      .finally(() => active && setCheckingWhitelist(false));
+    return () => {
+      active = false;
+    };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [phase]);
+
+  if (!open || !client) {
+    return null;
+  }
+
+  const fullName = `${client.first_name} ${maskExceptFirstAndLast(client.middle_name)} ${maskExceptFirstAndLast(
+    client.last_name,
+  )}`;
+
+  // Selected person shown as a patient header: initials avatar (colour-coded by
+  // type) + name and type on one line, CR number on a subtle second line.
+  const isPrincipal = clientType === 'Principal';
+  const initials = `${client.first_name?.[0] ?? ''}${client.last_name?.[0] ?? ''}`.toUpperCase();
+  const clientStrip = (
+    <div className={styles.patientStrip}>
+      <span className={`${styles.patientAvatar} ${isPrincipal ? styles.avatarPrincipal : styles.avatarDependant}`}>
+        {initials}
+      </span>
+      <div className={styles.patientInfo}>
+        <div className={styles.patientLine1}>
+          <span className={styles.patientName}>{fullName}</span>
+          {clientType ? (
+            <Tag type={isPrincipal ? 'blue' : 'teal'} size="sm">
+              {clientType}
+            </Tag>
+          ) : null}
+        </div>
+        <span className={styles.patientCr}>CR · {maskCrNumber(client.id)}</span>
+      </div>
+    </div>
+  );
+
+  // The single action button on the EMR status card. Clicking it opens a focused
+  // confirmation dialog (emrConfirmModal) rather than expanding the card inline.
+  const emrActionArea = (kind: 'create' | 'sync') => {
+    const handler = kind === 'create' ? onCreatePatient : onSyncPatient;
+    if (!handler) {
+      return null;
+    }
+    return kind === 'create' ? (
+      <Button kind="primary" size="sm" onClick={() => setPendingEmrAction('create')}>
+        Create in EMR
+      </Button>
+    ) : (
+      <Button
+        kind="tertiary"
+        size="sm"
+        renderIcon={Renew}
+        disabled={syncingAmrs}
+        onClick={() => setPendingEmrAction('sync')}
+      >
+        {syncingAmrs ? 'Syncing…' : 'Sync'}
+      </Button>
+    );
+  };
+
+  // Focused confirmation dialog for the create / sync EMR actions.
+  const emrConfirmModal = (
+    <Modal
+      open={pendingEmrAction !== null}
+      size="sm"
+      modalHeading={pendingEmrAction === 'create' ? 'Create patient in the EMR?' : 'Sync EMR record?'}
+      primaryButtonText={pendingEmrAction === 'create' ? 'Yes, create' : 'Yes, sync'}
+      secondaryButtonText="Cancel"
+      primaryButtonDisabled={syncingAmrs}
+      onRequestClose={() => setPendingEmrAction(null)}
+      onSecondarySubmit={() => setPendingEmrAction(null)}
+      onRequestSubmit={() => {
+        const action = pendingEmrAction;
+        setPendingEmrAction(null);
+        if (action === 'create') {
+          onCreatePatient?.();
+        } else if (action === 'sync') {
+          onSyncPatient?.();
+        }
+      }}
+    >
+      <p className={styles.emrConfirmText}>
+        {pendingEmrAction === 'create'
+          ? `This patient does not yet exist in our records. A new EMR record will be created for CR ${maskCrNumber(
+              client.id,
+            )} so they can be registered and attended to.`
+          : `This patient already exists in our records. Their EMR record for CR ${maskCrNumber(
+              client.id,
+            )} will be updated with the latest registry details so their information is current before they are attended to.`}
+      </p>
+    </Modal>
+  );
+
+  // Shows the EMR lookup result for the client and lets the user act on it:
+  // create the patient in the EMR (not found) or sync an existing record (found).
+  const emrStatusCard = !amrsChecked ? null : amrsPatient ? (
+    <div>
+      {/* <div className={`${styles.emrStatus} ${styles.emrStatusFound}`}> */}
+      {/* <span className={styles.emrStatusIcon}>
+        <CheckmarkOutline size={20} />
+      </span>
+      <div className={styles.emrStatusBody}>
+        <span className={styles.emrStatusTitle}>Patient found in the EMR</span>
+        <span className={styles.emrStatusText}>
+          CR {maskCrNumber(client.id)} already has a record. Review the differences below and update the EMR with the
+          details you choose.
+        </span>
+        {amrsPatient.uuid ? (
+          <EmrCompare client={client} patientUuid={amrsPatient.uuid} onUpdated={onSyncPatient} />
+        ) : null}
+      </div> */}
+    </div>
+  ) : (
+    <div className={`${styles.emrStatus} ${styles.emrStatusMissing}`}>
+      <span className={styles.emrStatusIcon}>
+        <WarningAltFilled size={20} />
+      </span>
+      <div className={styles.emrStatusBody}>
+        <span className={styles.emrStatusTitle}>Patient not found in the system</span>
+        <span className={styles.emrStatusText}>
+          No EMR record matches CR {maskCrNumber(client.id)}. Review the details below and create the record to
+          continue.
+        </span>
+        <EmrCreatePreview client={client} onCreate={() => onCreatePatient?.()} />
+      </div>
+    </div>
+  );
+
+  const launchBiometric = async () => {
+    setLaunchingBiometric(true);
+    try {
+      const url = await getBiometricCaptureUrl(client.id);
+      if (url) {
+        setBiometricUrl(url);
+      } else {
+        showSnackbar({ kind: 'error', title: 'Could not start biometric capture', subtitle: 'Please try again.' });
+      }
+    } finally {
+      setLaunchingBiometric(false);
+    }
+  };
+
+  const handleBiometricFailed = () => {
+    const attempts = failCount + 1;
+    setFailCount(attempts);
+    setBiometricUrl(null);
+    // Messaging is shown in-page (fail count on the scanner, fallback note on the
+    // OTP screen) rather than as toasts.
+    if (attempts >= BIOMETRIC_MAX_ATTEMPTS) {
+      // If OTP is already whitelisted, go straight to sending it (with the
+      // override option); otherwise route through the whitelist gate.
+      setPhase(isOtpWhitelisted ? 'otp' : 'otp-gate');
+    }
+  };
+
+  // `stay` keeps the current screen (both buttons) instead of moving to the
+  // pending screen when the status is not yet approved.
+  const checkWhitelistStatus = async (stay = false) => {
+    setCheckingWhitelist(true);
+    try {
+      const status = await getOtpWhitelistStatus(client.id);
+      if (status === 'approved') {
+        setIsOtpWhitelisted(true);
+        showSnackbar({ kind: 'success', title: 'Whitelisted', subtitle: 'You can now use OTP verification.' });
+        setPhase('otp');
+      } else {
+        showSnackbar({ kind: 'info', title: 'Awaiting approval', subtitle: 'The SHA team has not approved this yet.' });
+        if (!stay) {
+          setPhase('whitelist-pending');
+        }
+      }
+    } finally {
+      setCheckingWhitelist(false);
+    }
+  };
+
+  const submitWhitelistRequest = async () => {
+    // Inline validation
+    let valid = true;
+    if (!reason.trim()) {
+      setReasonError('Select a reason for OTP');
+      valid = false;
+    } else {
+      setReasonError('');
+    }
+    if (!failedImage) {
+      setImageError('Attach an image of the failed biometric');
+      valid = false;
+    } else {
+      setImageError('');
+    }
+    if (!valid) {
+      return;
+    }
+    setSubmittingWhitelist(true);
+    try {
+      await requestOtpWhitelist({
+        crId: client.id,
+        reason,
+        failureCount: failCount,
+        failedBiometricImage: failedImage,
+      });
+      showSnackbar({ kind: 'success', title: 'Request submitted', subtitle: 'Awaiting approval from the SHA team.' });
+      setPhase('whitelist-pending');
+    } finally {
+      setSubmittingWhitelist(false);
+    }
+  };
+
+  const handleStartVisit = () => {
+    const usingInsurance = method === 'insurance';
+
+    // CCC patients do not require a payment method selection.
+    if (!room || !visitType || (!isCccPatient && usingInsurance && !insurance)) {
+      return;
+    }
+
+    onStartVisit({
+      patientCategory,
+      room,
+      roomUuid: triageQueueByRoom[room] ?? '',
+      visitType,
+      ...(isCccPatient ? {} : { method, insurance: usingInsurance ? insurance : undefined }),
+    });
+  };
+
+  // Required-field validation. A field flags only once the user has been in it and
+  // left it empty, so the step doesn't open pre-painted red; each message then clears
+  // reactively the moment its field is filled.
+  const roomInvalidText =
+    touched.room && !room ? `Select a ${patientCategory === 'Walk-in' ? 'walk-in' : 'triage'} room` : '';
+  const visitTypeInvalidText = touched.visitType && !visitType ? 'Select a visit type' : '';
+  // The SHA-ineligibility message (set on selecting an ineligible scheme) takes
+  // precedence over the "select a scheme" prompt, and is shown regardless of touch
+  // state because it's a response to something the user just did.
+  const isCccPatient = patientCategory === 'CCC';
+
+  const insuranceInvalidText =
+    insuranceError ||
+    (!isCccPatient && method === 'insurance' && touched.insurance && !insurance ? 'Select an insurance scheme' : '');
+
+  // A scheme is active/eligible when its coverage status is '1'.
+  const isActiveScheme = (s: Scheme) => s.coverage?.status === '1';
+
+  // Balance for the benefit line matching the current Visit type, picked from
+  // the POMSF balance response fetched above — see pomsf-balance.util.ts for the
+  // PMF-07/PMF-12 mapping and the rest of the gating rules.
+  const pomsfDisplayBalance = getPomsfDisplayBalance(schemes, visitType, pomsfBalance);
+  // The full breakdown (every benefit line, not just the one for the current
+  // Visit type) — shown underneath so staff can see all of a patient's POMSF
+  // benefits at a glance, not just the auto-picked one.
+  const pomsfAllBenefits = pomsfActive ? getAllPomsfBenefitBalances(pomsfBalance) : [];
+
+  // Every eligible scheme the registry returns for the patient (all active
+  // schemes) — shown in full on the consent summary.
+  const eligibleSchemes = schemes.filter(isActiveScheme);
+
+  // SHA eligibility indicator, shown on the consent summary and beside the SHA
+  // payment option. Derived from the eligible schemes: eligible when the patient
+  // has at least one active scheme.
+  const shaActive = eligibleSchemes.length > 0;
+
+  // Insurance dropdown items. SHA carries its eligibility in the name and is not
+  // selectable unless the patient is eligible (has an active eligible scheme).
+  const insuranceItems = insuranceSchemes.map((name) => {
+    const isSha = /sha|shif/i.test(name);
+    if (!isSha) {
+      return { id: name, label: name, isSha: false, eligible: true, disabled: false };
+    }
+    const suffix = loadingEligibility
+      ? ' · checking eligibility…'
+      : shaActive
+        ? ' · eligible'
+        : eligibilityChecked
+          ? ' · not eligible'
+          : ' · eligibility unknown';
+    return { id: name, label: `${name}${suffix}`, isSha: true, eligible: shaActive, disabled: !shaActive };
+  });
+
+  const shaEligibilityTag = loadingEligibility ? (
+    <InlineLoading className={styles.eligibilityLoading} description="Checking SHA eligibility…" />
+  ) : (
+    <Tag size="sm" type={shaActive ? 'green' : 'red'}>
+      {shaActive ? 'SHA · Eligible' : eligibilityChecked ? 'SHA · Not eligible' : 'SHA · Unknown'}
+    </Tag>
+  );
+
+  // The full list of the patient's eligible schemes — shared by the consent
+  // summary and the insurance payment section so both show the same detail.
+  const eligibleSchemesList =
+    eligibleSchemes.length > 0 ? (
+      <div className={styles.schemes}>
+        <div className={styles.schemesHead}>Eligible scheme{eligibleSchemes.length === 1 ? '' : 's'}</div>
+        <ul className={styles.schemeList}>
+          {eligibleSchemes.map((s, i) => (
+            <li key={`${s.schemeName}-${i}`} className={styles.schemeItem}>
+              <div className={styles.schemeTop}>
+                <span className={styles.schemeName}>{s.schemeName}</span>
+                <Tag size="sm" type="green">
+                  Active
+                </Tag>
+              </div>
+              <div className={styles.schemeMeta}>
+                {s.memberType ? (
+                  <span>{s.memberType.charAt(0).toUpperCase() + s.memberType.slice(1).toLowerCase()}</span>
+                ) : null}
+                {s.coverage?.endDate ? <span>Valid to {String(s.coverage.endDate).slice(0, 10)}</span> : null}
+              </div>
+            </li>
+          ))}
+        </ul>
+      </div>
+    ) : null;
+
+  return (
+    <>
+      {/* Overlay does NOT close on click — the user must use Close or Cancel */}
+      <div className={styles.overlay} />
+      <aside className={styles.drawer} role="dialog" aria-label="Registration workflow">
+        <header className={styles.header}>
+          <h4 className={styles.title}>Patient registration</h4>
+          <Button kind="ghost" size="sm" hasIconOnly iconDescription="Close" renderIcon={Close} onClick={onClose} />
+        </header>
+
+        <div className={styles.body}>
+          {/* The stepper scrolls with the content */}
+          <div className={styles.stepper}>
+            <div className={styles.stepperCard}>
+              <ProgressIndicator currentIndex={phaseToIndex[phase]} spaceEqually>
+                {STEPS.map((label) => (
+                  <ProgressStep key={label} label={label} />
+                ))}
+              </ProgressIndicator>
+              <p className={styles.stepCaption}>
+                Step {phaseToIndex[phase] + 1} of {STEPS.length}: <strong>{STEPS[phaseToIndex[phase]]}</strong>
+              </p>
+            </div>
+          </div>
+
+          <div className={styles.bodyInner}>
+            {/* ---- Step 1: Verify — biometric ---- */}
+            {phase === 'biometric' ? (
+              <div className={styles.verifyContent}>
+                {!biometricUrl && clientStrip}
+                {!biometricUrl ? (
+                  <>
+                    {/* The scanner card — the primary action */}
+                    <div className={styles.biometricArea}>
+                      <button
+                        type="button"
+                        className={styles.biometricLaunch}
+                        onClick={launchBiometric}
+                        disabled={launchingBiometric}
+                      >
+                        <span className={styles.biometricIcon}>
+                          <FingerprintRecognition size={48} />
+                        </span>
+                        <span className={styles.biometricLaunchText}>
+                          {launchingBiometric ? 'Starting scanner…' : 'Tap to scan fingerprint'}
+                        </span>
+                        <span className={styles.biometricLaunchHint}>Confirm the patient&apos;s identity</span>
+                      </button>
+                      {failCount > 0 ? (
+                        <p className={styles.failNote}>
+                          Attempt {failCount} of {BIOMETRIC_MAX_ATTEMPTS} failed. Please try again.
+                        </p>
+                      ) : (
+                        <></>
+                      )}
+                    </div>
+                    {/* The step-by-step guide, below the scanner */}
+                    <div className={styles.guidePanel}>
+                      <div className={styles.guideHead}>
+                        <Information size={18} className={styles.guideHeadIcon} />
+                        How verification works
+                      </div>
+                      <ol className={styles.guideSteps}>
+                        <li>Scan the patient&apos;s fingerprint to confirm their identity.</li>
+                        <li>If the fingerprint fails {BIOMETRIC_MAX_ATTEMPTS} times, switch to an OTP code.</li>
+                        <li>If OTP isn&apos;t allowed for this patient yet, request OTP whitelisting.</li>
+                        <li>Once approved (or if already allowed), verify with the OTP sent to their phone.</li>
+                      </ol>
+                    </div>
+                  </>
+                ) : (
+                  <div className={styles.biometricFrameWrap}>
+                    <iframe title="Fingerprint capture" src={biometricUrl} className={styles.biometricFrame} />
+                    <div className={styles.capturePrompt}>
+                      <span className={styles.capturePromptText}>Did the fingerprint match the patient?</span>
+                      <span className={styles.capturePromptHint}>
+                        {failCount > 0
+                          ? `Attempt ${failCount + 1} of ${BIOMETRIC_MAX_ATTEMPTS}. After ${BIOMETRIC_MAX_ATTEMPTS} tries you'll switch to OTP.`
+                          : `You have ${BIOMETRIC_MAX_ATTEMPTS} tries before switching to OTP.`}
+                      </span>
+                      <div className={styles.captureActions}>
+                        <Button kind="secondary" size="sm" renderIcon={Renew} onClick={handleBiometricFailed}>
+                          No, try again
+                        </Button>
+                        <Button
+                          kind="primary"
+                          size="sm"
+                          renderIcon={CheckmarkOutline}
+                          onClick={() => {
+                            setConsent(true);
+                            setPhase('consent');
+                          }}
+                        >
+                          Yes, identified
+                        </Button>
+                      </div>
+                    </div>
+                  </div>
+                )}
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 1: Verify — biometric not configured ---- */}
+            {phase === 'biometric-not-setup' ? (
+              <div className={styles.verifyContent}>
+                {clientStrip}
+                <div className={`${styles.statusCard} ${styles.statusCardDanger}`}>
+                  <span className={`${styles.statusBadge} ${styles.statusBadgeDanger}`}>
+                    <ScanDisabled size={20} />
+                  </span>
+                  <h5 className={styles.statusTitle}>Biometric not detected</h5>
+                  <p className={styles.statusText}>
+                    We couldn&apos;t detect a fingerprint scanner on this workstation. You can proceed by verifying the
+                    patient with a one-time PIN (OTP) sent to their phone.
+                  </p>
+                  <Button
+                    kind="primary"
+                    size="sm"
+                    renderIcon={ArrowRight}
+                    onClick={() => setPhase(isOtpWhitelisted ? 'otp' : 'otp-gate')}
+                  >
+                    Use OTP instead
+                  </Button>
+                </div>
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 1: Verify — checking whitelist ---- */}
+            {phase === 'otp-gate' ? (
+              <div className={styles.verifyContent}>
+                <div className={styles.loadingCard}>
+                  <InlineLoading description="Checking OTP whitelist status…" />
+                </div>
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 1: Verify — whitelist request ---- */}
+            {phase === 'whitelist-request' ? (
+              <div className={styles.verifyContent}>
+                {!showWhitelistForm ? (
+                  <div className={styles.statusCard}>
+                    <span className={styles.statusBadge}>
+                      <WarningAltFilled size={24} />
+                    </span>
+                    <h5 className={styles.statusTitle}>Not whitelisted for OTP</h5>
+                    <p className={styles.statusText}>
+                      This patient isn&apos;t whitelisted to receive a One-Time Password. Request whitelisting from the
+                      SHA team to continue verifying by OTP.
+                    </p>
+                    <div className={styles.statusActions}>
+                      <Button
+                        kind="tertiary"
+                        size="sm"
+                        disabled={checkingWhitelist}
+                        onClick={() => checkWhitelistStatus(true)}
+                      >
+                        {checkingWhitelist ? 'Checking…' : 'Check whitelist status'}
+                      </Button>
+                      <Button
+                        kind="primary"
+                        size="sm"
+                        renderIcon={ArrowRight}
+                        onClick={() => setShowWhitelistForm(true)}
+                      >
+                        Request whitelisting
+                      </Button>
+                    </div>
+                  </div>
+                ) : (
+                  <div className={styles.panel}>
+                    <div className={styles.panelHead}>Request OTP whitelisting</div>
+                    <div className={styles.panelBody}>
+                      <div className={styles.infoNote}>
+                        <Information size={20} className={styles.infoNoteIcon} />
+                        <p className={styles.infoNoteText}>
+                          OTP is not yet approved for this patient. Submit the details below to request whitelisting
+                          from the SHA team.
+                        </p>
+                      </div>
+                      <div className={styles.readonlyField}>
+                        <span className={styles.readonlyLabel}>Biometric attempts failed</span>
+                        <span className={styles.readonlyValue}>
+                          {failCount} of {BIOMETRIC_MAX_ATTEMPTS}
+                        </span>
+                      </div>
+                      <Dropdown
+                        id="whitelist-reason"
+                        titleText={
+                          <span>
+                            Reason for OTP <span className={styles.required}>*</span>
+                          </span>
+                        }
+                        label="Select a reason"
+                        items={WHITELIST_REASONS}
+                        selectedItem={reason || null}
+                        invalid={!!reasonError}
+                        invalidText={reasonError}
+                        onChange={({ selectedItem }) => {
+                          setReason((selectedItem as string) ?? '');
+                          setReasonError('');
+                        }}
+                      />
+                      <div className={styles.uploadField}>
+                        <FormLabel>
+                          Image of failed biometric <span className={styles.required}>*</span>
+                        </FormLabel>
+                        <p className={styles.uploadHint}>
+                          Screenshot or photo of the failed attempt · PNG or JPG · one file
+                        </p>
+                        <div
+                          className={`${styles.dropZone} ${dragOver ? styles.dropZoneActive : ''} ${
+                            imageError ? styles.dropZoneInvalid : ''
+                          }`}
+                          role="button"
+                          tabIndex={0}
+                          onClick={() => fileInputRef.current?.click()}
+                          onKeyDown={(e) => {
+                            if (e.key === 'Enter' || e.key === ' ') {
+                              e.preventDefault();
+                              fileInputRef.current?.click();
+                            }
+                          }}
+                          onDragOver={(e) => {
+                            e.preventDefault();
+                            setDragOver(true);
+                          }}
+                          onDragLeave={() => setDragOver(false)}
+                          onDrop={(e) => {
+                            e.preventDefault();
+                            setDragOver(false);
+                            const file = e.dataTransfer.files?.[0];
+                            if (file) {
+                              setFailedImage(file);
+                              setImageError('');
+                            }
+                          }}
+                        >
+                          <span className={styles.dropIcon}>
+                            <CloudUpload size={24} />
+                          </span>
+                          <span className={styles.dropTitle}>Drag and drop an image here</span>
+                          <span className={styles.dropSubtitle}>or click to browse</span>
+                          <input
+                            ref={fileInputRef}
+                            type="file"
+                            accept=".png,.jpg,.jpeg"
+                            className={styles.hiddenInput}
+                            onChange={(e) => {
+                              const file = e.target.files?.[0] ?? null;
+                              setFailedImage(file);
+                              if (file) {
+                                setImageError('');
+                              }
+                            }}
+                          />
+                        </div>
+                        {failedImage ? (
+                          <FileUploaderItem
+                            name={failedImage.name}
+                            status="edit"
+                            iconDescription="Remove file"
+                            onDelete={() => setFailedImage(null)}
+                          />
+                        ) : null}
+                        {imageError ? <p className={styles.fieldError}>{imageError}</p> : null}
+                      </div>
+                      <Button
+                        className={styles.submitBtn}
+                        kind="primary"
+                        size="sm"
+                        disabled={submittingWhitelist || !reason.trim() || !failedImage}
+                        onClick={submitWhitelistRequest}
+                      >
+                        {submittingWhitelist ? 'Submitting…' : 'Submit request'}
+                      </Button>
+                    </div>
+                  </div>
+                )}
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 1: Verify — whitelist pending ---- */}
+            {phase === 'whitelist-pending' ? (
+              <div className={styles.verifyContent}>
+                <div className={styles.statusCard}>
+                  <span className={styles.statusBadge}>
+                    <PendingFilled size={24} />
+                  </span>
+                  <h5 className={styles.statusTitle}>Awaiting approval</h5>
+                  <p className={styles.statusText}>
+                    Your OTP whitelisting request is pending approval. Check back to see if it has been approved.
+                  </p>
+                  <Button kind="primary" size="sm" disabled={checkingWhitelist} onClick={() => checkWhitelistStatus()}>
+                    {checkingWhitelist ? 'Checking…' : 'Check whitelist status'}
+                  </Button>
+                </div>
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 1: Verify — OTP ---- */}
+            {phase === 'otp' && requestCustomOtpDto ? (
+              <div className={styles.verifyContent}>
+                <OtpVerificationStep
+                  requestCustomOtpDto={requestCustomOtpDto}
+                  phoneNumber={phoneNumber ?? ''}
+                  timerSeconds={OTP_EXPIRY_SECONDS}
+                  biometricFailedCount={failCount}
+                  onVerified={() => {
+                    setConsent(true);
+                    setPhase('consent');
+                  }}
+                />
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 2: Consent ---- */}
+            {phase === 'consent' ? (
+              <div className={styles.verifyContent}>
+                <div className={styles.consentConfirmed}>
+                  <CheckboxCheckedFilled size={20} className={styles.consentConfirmedIcon} />
+                  <span className={styles.consentConfirmedText}>
+                    The patient has consented to you accessing their details. You can now proceed.
+                  </span>
+                </div>
+
+                {consent ? (
+                  <>
+                    <div className={styles.panel}>
+                      <div className={styles.panelHead}>Patient details</div>
+                      <div className={styles.panelBody}>
+                        <dl className={styles.detailGrid}>
+                          <div className={`${styles.detailRow} ${styles.detailFull}`}>
+                            <dt>Full name</dt>
+                            <dd>
+                              {[client.first_name, client.middle_name, client.last_name].filter(Boolean).join(' ')}
+                            </dd>
+                          </div>
+                          <div className={styles.detailRow}>
+                            <dt>CR number</dt>
+                            <dd>{client.id}</dd>
+                          </div>
+                          <div className={styles.detailRow}>
+                            <dt>Phone number</dt>
+                            <dd>{client.phone || '—'}</dd>
+                          </div>
+                          <div className={styles.detailRow}>
+                            <dt>ID number</dt>
+                            <dd>{client.identification_number || '—'}</dd>
+                          </div>
+                          <div className={styles.detailRow}>
+                            <dt>SHA eligibility</dt>
+                            <dd>{shaEligibilityTag}</dd>
+                          </div>
+                        </dl>
+
+                        {eligibleSchemesList}
+                      </div>
+                    </div>
+                    {emrStatusCard}
+                    {emrConfirmModal}
+                  </>
+                ) : (
+                  <></>
+                )}
+              </div>
+            ) : (
+              <></>
+            )}
+
+            {/* ---- Step 3: Start visit ---- */}
+            {phase === 'visit' ? (
+              <div className={styles.verifyContent}>
+                <div className={`${styles.panelBody} ${styles.scrollBody}`}>
+                  <div {...lockSelection(!!visitType)} onBlurCapture={markTouched('visitType')}>
+                    <ComboBox
+                      id="visit-type"
+                      titleText={
+                        <span>
+                          Visit type<span className={styles.required}>*</span>
+                        </span>
+                      }
+                      placeholder="Search or select a visit type"
+                      items={VISIT_TYPE_OPTIONS}
+                      itemToString={(item) => item ?? ''}
+                      shouldFilterItem={filterByLabel<string>((item) => item ?? '', visitType)}
+                      selectedItem={visitType || null}
+                      invalid={!!visitTypeInvalidText}
+                      invalidText={visitTypeInvalidText}
+                      onChange={({ selectedItem }) => {
+                        setVisitType((selectedItem as string) ?? '');
+                      }}
+                    />
+                  </div>
+                  <div className={styles.formSection}>
+                    <h6 className={styles.sectionLabel}>Patient category</h6>
+                    <RadioButtonGroup
+                      legendText="Patient destination"
+                      name="patient-category-group"
+                      orientation="horizontal"
+                      valueSelected={patientCategory}
+                      onChange={(v) => {
+                        setPatientCategory(v as string);
+                        setRoom('');
+                      }}
+                    >
+                      {PATIENT_CATEGORIES.map((cat) => (
+                        <RadioButton key={cat} id={`cat-${cat.toLowerCase()}`} labelText={cat} value={cat} />
+                      ))}
+                    </RadioButtonGroup>
+
+                    <div {...lockSelection(!!room)} onBlurCapture={markTouched('room')}>
+                      <ComboBox
+                        id="visit-room"
+                        titleText={
+                          <span>
+                            {patientCategory === 'Walk-in' ? 'Walk-in room' : 'Triage room'}
+                            <span className={styles.required}>*</span>
+                          </span>
+                        }
+                        placeholder={
+                          patientCategory === 'Walk-in'
+                            ? 'Search or select a walk-in room'
+                            : loadingRooms
+                              ? 'Loading triage rooms…'
+                              : triageRooms.length === 0
+                                ? 'No triage rooms for this location'
+                                : 'Search or select a triage room'
+                        }
+                        items={patientCategory === 'Walk-in' ? WALK_IN_ROOMS : triageRooms}
+                        itemToString={(item) => item ?? ''}
+                        shouldFilterItem={filterByLabel<string>((item) => item ?? '', room)}
+                        disabled={patientCategory === 'Triage' && (loadingRooms || triageRooms.length === 0)}
+                        selectedItem={room || null}
+                        invalid={!!roomInvalidText}
+                        invalidText={roomInvalidText}
+                        onChange={({ selectedItem }) => {
+                          setRoom((selectedItem as string) ?? '');
+                        }}
+                      />
+                    </div>
+                  </div>
+
+                  <div className={styles.formSection}>
+                    {!isCccPatient ? <h6 className={styles.sectionLabel}>Payment</h6> : <></>}
+                    {hasCashPoint === false ? (
+                      <div className={styles.errorNote}>
+                        <WarningAltFilled size={20} className={styles.errorNoteIcon} />
+                        <p className={styles.errorNoteText}>
+                          Payment modes have not been configured. Contact your system administrator.
+                        </p>
+                      </div>
+                    ) : null}
+
+                    <RadioButtonGroup
+                      legendText="Payment method"
+                      name="method-group"
+                      orientation="horizontal"
+                      valueSelected={method}
+                      disabled={isCccPatient || hasCashPoint === false}
+                      onChange={(v) => {
+                        // Switching payment method clears any preselected
+                        // insurance so it can't carry into the payer mapping —
+                        // insurance→cash and cash→insurance both start fresh.
+                        setMethod(v as Method);
+                        setInsurance('');
+                        setInsuranceError('');
+                      }}
+                    >
+                      <RadioButton id="method-insurance" labelText="Insurance" value="insurance" />
+                      <RadioButton id="method-cash" labelText="Cash" value="cash" />
+                    </RadioButtonGroup>
+
+                    {method === 'cash' && hasCashMode === false ? (
+                      <div className={styles.errorNote}>
+                        <WarningAltFilled size={20} className={styles.errorNoteIcon} />
+                        <p className={styles.errorNoteText}>
+                          Cash payment mode is not set. Contact your system administrator.
+                        </p>
+                      </div>
+                    ) : null}
+
+                    {method === 'insurance' && !isCccPatient ? (
+                      <div {...lockSelection(!!insurance)} onBlurCapture={markTouched('insurance')}>
+                        <ComboBox
+                          id="insurance-scheme"
+                          titleText={
+                            <span>
+                              Insurance scheme<span className={styles.required}>*</span>
+                            </span>
+                          }
+                          placeholder={
+                            loadingSchemes
+                              ? 'Loading insurance schemes…'
+                              : insuranceSchemes.length === 0
+                                ? 'No insurance schemes available'
+                                : 'Search or select insurance scheme'
+                          }
+                          items={insuranceItems}
+                          itemToString={(item) => (item ? item.label : '')}
+                          shouldFilterItem={filterByLabel(
+                            (item: (typeof insuranceItems)[number]) => item?.label ?? '',
+                            insuranceItems.find((i) => i.id === insurance)?.label ?? '',
+                          )}
+                          itemToElement={(item) =>
+                            item ? (
+                              item.isSha ? (
+                                <span
+                                  className={`${styles.schemePill} ${
+                                    item.eligible ? styles.schemePillEligible : styles.schemePillIneligible
+                                  }`}
+                                >
+                                  {item.label}
+                                </span>
+                              ) : (
+                                <span>{item.label}</span>
+                              )
+                            ) : null
+                          }
+                          disabled={loadingSchemes || insuranceSchemes.length === 0}
+                          selectedItem={insuranceItems.find((i) => i.id === insurance) ?? null}
+                          invalid={!!insuranceInvalidText}
+                          invalidText={insuranceInvalidText}
+                          onChange={({ selectedItem }) => {
+                            if (!selectedItem) {
+                              // The combo box's clear button hands back null — drop the selection.
+                              setInsurance('');
+                              setInsuranceError('');
+                              return;
+                            }
+                            if (selectedItem.disabled) {
+                              // Patient isn't SHA-eligible — block the selection.
+                              setInsurance('');
+                              setInsuranceError('Patient is not eligible for SHA. Choose another scheme.');
+                              return;
+                            }
+                            setInsurance(selectedItem.id);
+                            setInsuranceError('');
+                          }}
+                        />
+                      </div>
+                    ) : (
+                      <></>
+                    )}
+
+                    {method === 'insurance' &&
+                    !isCccPatient &&
+                    /pomsf/i.test(insurance) &&
+                    pomsfDisplayBalance !== null ? (
+                      <div className={styles.eligibilityRow}>
+                        <span className={styles.eligibilityRowLabel}>Eligibility</span>
+                        <Tag size="sm" type="green">
+                          {`POMSF · Active · ${formatKes(pomsfDisplayBalance)}`}
+                        </Tag>
+                      </div>
+                    ) : null}
+
+                    {method === 'insurance' && !isCccPatient && /sha|shif/i.test(insurance) ? (
+                      <div className={styles.eligibilityRow}>
+                        <span className={styles.eligibilityRowLabel}>Eligibility</span>
+                        {shaEligibilityTag}
+                        {eligibleSchemes.map((s, i) => (
+                          <Tag key={`${s.schemeName}-${i}`} size="sm" type="green">
+                            {/* POMSF's tag additionally carries its balance for the current Visit
+                                type (see pomsf-balance.util.ts), once one is picked — this row
+                                lists every active scheme regardless of which one is selected above. */}
+                            {/pomsf/i.test(s.schemeName) && pomsfDisplayBalance !== null
+                              ? `${s.schemeName} · Active · ${formatKes(pomsfDisplayBalance)}`
+                              : `${s.schemeName} · Active`}
+                          </Tag>
+                        ))}
+                      </div>
+                    ) : null}
+
+                    {method === 'insurance' && !isCccPatient && pomsfAllBenefits.length > 0 ? (
+                      <div className={styles.pomsfBenefitsSection}>
+                        <span className={styles.eligibilityRowLabel}>POMSF benefits</span>
+                        <div className={styles.tableWrapper}>
+                          <Table size="sm" aria-label="POMSF benefits">
+                            <TableHead>
+                              <TableRow>
+                                <TableHeader>Benefit</TableHeader>
+                                <TableHeader>Balance</TableHeader>
+                              </TableRow>
+                            </TableHead>
+                            <TableBody>
+                              {pomsfAllBenefits.map((benefit) => (
+                                <TableRow key={benefit.code}>
+                                  <TableCell>{benefit.name}</TableCell>
+                                  <TableCell>{benefit.balance !== null ? formatKes(benefit.balance) : '—'}</TableCell>
+                                </TableRow>
+                              ))}
+                            </TableBody>
+                          </Table>
+                        </div>
+                      </div>
+                    ) : null}
+                  </div>
+                </div>
+              </div>
+            ) : (
+              <></>
+            )}
+          </div>
+        </div>
+
+        <footer className={styles.footer}>
+          {phase === 'consent' && amrsChecked && !amrsPatient ? (
+            <span className={styles.footerHint}>
+              <WarningAltFilled size={16} className={styles.footerHintIcon} />
+              Create the patient in the EMR to continue.
+            </span>
+          ) : (
+            <div />
+          )}
+          <div className={styles.footerRight}>
+            <Button kind="secondary" size="sm" onClick={onClose}>
+              Cancel
+            </Button>
+            {phase === 'consent' ? (
+              <Button
+                kind="primary"
+                size="sm"
+                renderIcon={ArrowRight}
+                // Block continuing until the patient exists in the EMR (found or created).
+                disabled={!consent || !amrsPatient}
+                onClick={() => setPhase('visit')}
+              >
+                Continue
+              </Button>
+            ) : (
+              <></>
+            )}
+            {phase === 'visit' ? (
+              <Button
+                kind="primary"
+                size="sm"
+                renderIcon={ArrowRight}
+                disabled={
+                  !room ||
+                  !visitType ||
+                  (!isCccPatient && hasCashPoint === false) ||
+                  (!isCccPatient && method === 'cash' && hasCashMode === false) ||
+                  (!isCccPatient && method === 'insurance' && !insurance)
+                }
+                onClick={handleStartVisit}
+              >
+                Start visit &amp; send to {patientCategory === 'Walk-in' ? 'walk-in' : 'triage'}
+              </Button>
+            ) : (
+              <></>
+            )}
+          </div>
+        </footer>
+      </aside>
+    </>
+  );
+};
+
+export default WorkflowDrawer;