@kenyaemr/esm-billing-app 5.4.2-pre.2805 → 5.4.2-pre.2821

package/dist/routes.json

@@ -1 +1 @@
-{"$schema":"https://json.openmrs.org/routes.schema.json","backendDependencies":{"kenyaemr":"^19.0.0"},"pages":[{"component":"billableServicesHome","route":"billable-services"},{"component":"requirePaymentModal","routeRegex":"^patient/.+/chart","online":true,"offline":false},{"component":"billingAdmin","route":"billing-admin"}],"extensions":[{"component":"accountingDashboardLink","name":"accounting-dashboard-link","slots":["homepage-dashboard-slot"],"meta":{"name":"accounting","slot":"accounting-dashboard-slot","title":"Accounting"}},{"name":"billing-dashboard","component":"billingDashboard","slot":"accounting-dashboard-slot"},{"component":"benefitsPackageDashboardLink","name":"benefits-package-dashboard-link","meta":{"name":"benefits-package","slot":"patient-chart-benefits-dashboard-slot","path":"insurance-benefits","columns":1,"columnSpan":1},"featureFlag":"healthInformationExchange"},{"component":"benefitsPackage","name":"benefits-package","slot":"patient-chart-benefits-dashboard-slot"},{"component":"root","name":"billing-dashboard-root","slot":"billing-dashboard-slot"},{"component":"benefitsEligibilyRequestForm","name":"benefits-eligibility-request-form"},{"component":"benefitsPreAuthForm","name":"benefits-pre-auth-form"},{"name":"billing-patient-summary","component":"billingPatientSummary","slot":"patient-chart-billing-dashboard-slot","order":10,"meta":{"columnSpan":4}},{"name":"billing-summary-dashboard-link","component":"billingSummaryDashboardLink","order":11,"meta":{"columns":1,"columnSpan":1,"slot":"patient-chart-billing-dashboard-slot","path":"Billing","layoutMode":"anchored"}},{"name":"billing-check-in-form","slot":"extra-visit-attribute-slot","component":"billingCheckInForm"},{"name":"patient-banner-billing-tags","component":"visitAttributeTags","slot":"patient-banner-tags-slot","order":2},{"name":"initiate-payment-modal","component":"initiatePaymentDialog"},{"name":"delete-billableservice-modal","component":"deleteBillableServiceModal"},{"name":"refund-bill-modal","component":"refundBillModal"},{"name":"delete-bill-modal","component":"deleteBillModal"},{"name":"lab-order-billable-item","component":"labOrder","slot":"top-of-lab-order-form-slot"},{"name":"procedure-order-billable-item","component":"procedureOrder","slot":"top-of-procedure-order-form-slot"},{"name":"imaging-order-billable-item","component":"imagingOrder","slot":"top-of-imaging-order-form-slot"},{"name":"price-info-order","component":"priceInfoOrder"},{"name":"drug-order-billable-item","component":"drugOrder","slot":"medication-info-slot"},{"name":"order-action-button","component":"orderActionButton","slots":["prescription-action-button-slot","imaging-orders-action","procedure-orders-action","tests-ordered-actions-slot"],"order":0},{"component":"claimsManagementOverviewDashboardLink","name":"claims-management-overview-link","slots":["claims-management-dashboard-link-slot"]},{"component":"preAuthRequestsDashboardLink","name":"preauthrequest-overview-link","slots":["claims-management-dashboard-link-slot"]},{"component":"claimsOverview","name":"claims-overview-dashboard-link","slot":"claims-management-overview-slot"},{"component":"waiveBillActionButton","name":"waive-bill-action-button","slot":"bill-actions-slot"},{"component":"deleteBillActionButton","name":"delete-bill-action-button","slot":"bill-actions-slot"},{"component":"refundLineItem","name":"refund-line-item","slot":"bill-actions-overflow-menu-slot"},{"name":"edit-line-item","component":"editLineItem","slot":"bill-actions-overflow-menu-slot"},{"name":"cancel-line-item","component":"cancelLineItem","slot":"bill-actions-overflow-menu-slot"},{"name":"patient-info-sha-status","component":"patientBannerShaStatus","slot":"patient-banner-tags-slot"},{"name":"payments-points-dashboard-link","component":"paymentPointDashboardLink","slot":"billing-admin-dashboard-slot","meta":{"name":"cashier-points","title":"Payment Point","slot":"payment-point-dashboard-slot"}},{"name":"payment-points-dashboard","component":"paymentPoints","slot":"payment-point-dashboard-slot"},{"name":"payment-mode-dashboard-link","component":"paymentModeLink","slot":"billing-admin-dashboard-slot","meta":{"name":"payment-modes","title":"Payment Mode","slot":"payment-mode-dashboard-slot"}},{"name":"payment-mode-dashboard","component":"paymentModeDashboard","slot":"payment-mode-dashboard-slot"},{"name":"bill-deposit-dashboard-link","component":"billDepositDashboardLink","slot":"billing-admin-dashboard-slot","meta":{"name":"bill-deposit","title":"Bill Deposit","slot":"billing-deposit-dashboard-slot"}},{"name":"bill-deposit-dashboard","component":"billDepositDashboard","slot":"billing-deposit-dashboard-slot"},{"name":"billable-exemptions-dashboard-link","component":"billableExemptionsLink","slot":"billing-admin-dashboard-slot","meta":{"name":"billable-exemptions","title":"Billable Exemptions","slot":"billing-exemptions-dashboard-slot"}},{"name":"billable-exemptions-dashboard","component":"billableExemptions","slot":"billing-exemptions-dashboard-slot"},{"name":"clinical-charges-dashboard-link","component":"clinicalChargesLink","slot":"billing-admin-dashboard-slot","meta":{"name":"clinical-charges","title":"Clinical Charges","slot":"clinical-charges-dashboard-slot"}},{"name":"clinical-charges-dashboard","component":"clinicalCharges","slot":"clinical-charges-dashboard-slot"},{"name":"payment-history-dashboard-link","component":"paymentHistoryLink","slot":"billing-admin-dashboard-slot","meta":{"name":"payment-history","title":"Payment History","slot":"payment-history-dashboard-slot"}},{"name":"payment-history-dashboard","component":"paymentHistoryDashboard","slot":"payment-history-dashboard-slot"},{"name":"patient-billing-dashboard-link","component":"patientBillingLink","slot":"billing-admin-dashboard-slot","meta":{"name":"patient-billing","title":"Patient Billing","slot":"patient-billing-dashboard-slot"}},{"name":"patient-billing-dashboard","component":"patientBilling","slot":"patient-billing-dashboard-slot"}],"workspaces":[{"name":"create-bill-workspace","component":"createBillWorkspace","title":"Create Bill Workspace","type":"other-form"},{"name":"waive-bill-form","component":"waiveBillForm","title":"Waive Bill Form","type":"other-form"},{"name":"edit-bill-form","component":"editBillForm","title":"Edit Bill Form","type":"other-form"},{"name":"billable-service-form","component":"addServiceForm","title":"Create Charge Item Form","type":"other-form"},{"name":"commodity-form","component":"commodityForm","title":"Charge Commodity Form","type":"other-form"},{"name":"billing-form","component":"billingForm","title":"Billing Form","type":"other-form","width":"extra-wide"},{"name":"payment-mode-workspace","component":"paymentModeWorkspace","title":"Payment Mode Workspace","type":"other-form"},{"name":"cancel-bill-workspace","component":"cancelBillWorkspace","title":"Cancel Bill Workspace","type":"other-form"},{"name":"add-deposit-workspace","component":"addDepositWorkspace","title":"Add Deposit","type":"other-form"},{"name":"deposit-transaction-workspace","component":"depositTransactionWorkspace","title":"Deposit Transaction","type":"other-form"},{"name":"payment-workspace","component":"paymentWorkspace","title":"Payment Workspace","type":"other-form"}],"modals":[{"name":"create-payment-point","component":"createPaymentPoint"},{"name":"clock-out-modal","component":"clockOut"},{"name":"bulk-import-billable-services-modal","component":"bulkImportBillableServicesModal"},{"name":"delete-payment-mode-modal","component":"deletePaymentModeModal"},{"name":"manage-claim-request-modal","component":"manageClaimRequestModal"},{"name":"clock-in-modal","component":"clockIn"},{"name":"create-bill-item-modal","component":"createBillItemModal"},{"name":"delete-deposit-modal","component":"deleteDepositModal"},{"name":"reverse-transaction-modal","component":"reverseTransactionModal"},{"name":"print-preview-modal","component":"printPreviewModal"},{"name":"bill-action-modal","component":"billActionModal"},{"name":"require-billing-modal","component":"requirePaymentModal"}],"version":"5.4.2-pre.2805"}
+{"$schema":"https://json.openmrs.org/routes.schema.json","backendDependencies":{"kenyaemr":"^19.0.0"},"pages":[{"component":"billableServicesHome","route":"billable-services"},{"component":"requirePaymentModal","routeRegex":"^patient/.+/chart","online":true,"offline":false},{"component":"billingAdmin","route":"billing-admin"}],"extensions":[{"component":"accountingDashboardLink","name":"accounting-dashboard-link","slots":["homepage-dashboard-slot"],"meta":{"name":"accounting","slot":"accounting-dashboard-slot","title":"Accounting"}},{"name":"billing-dashboard","component":"billingDashboard","slot":"accounting-dashboard-slot"},{"component":"benefitsPackageDashboardLink","name":"benefits-package-dashboard-link","meta":{"name":"benefits-package","slot":"patient-chart-benefits-dashboard-slot","path":"insurance-benefits","columns":1,"columnSpan":1},"featureFlag":"healthInformationExchange"},{"component":"benefitsPackage","name":"benefits-package","slot":"patient-chart-benefits-dashboard-slot"},{"component":"root","name":"billing-dashboard-root","slot":"billing-dashboard-slot"},{"component":"benefitsEligibilyRequestForm","name":"benefits-eligibility-request-form"},{"component":"benefitsPreAuthForm","name":"benefits-pre-auth-form"},{"name":"billing-patient-summary","component":"billingPatientSummary","slot":"patient-chart-billing-dashboard-slot","order":10,"meta":{"columnSpan":4}},{"name":"billing-summary-dashboard-link","component":"billingSummaryDashboardLink","order":11,"meta":{"columns":1,"columnSpan":1,"slot":"patient-chart-billing-dashboard-slot","path":"Billing","layoutMode":"anchored"}},{"name":"billing-check-in-form","slot":"extra-visit-attribute-slot","component":"billingCheckInForm"},{"name":"patient-banner-billing-tags","component":"visitAttributeTags","slot":"patient-banner-tags-slot","order":2},{"name":"initiate-payment-modal","component":"initiatePaymentDialog"},{"name":"delete-billableservice-modal","component":"deleteBillableServiceModal"},{"name":"refund-bill-modal","component":"refundBillModal"},{"name":"delete-bill-modal","component":"deleteBillModal"},{"name":"lab-order-billable-item","component":"labOrder","slot":"top-of-lab-order-form-slot"},{"name":"procedure-order-billable-item","component":"procedureOrder","slot":"top-of-procedure-order-form-slot"},{"name":"imaging-order-billable-item","component":"imagingOrder","slot":"top-of-imaging-order-form-slot"},{"name":"price-info-order","component":"priceInfoOrder"},{"name":"drug-order-billable-item","component":"drugOrder","slot":"medication-info-slot"},{"name":"order-action-button","component":"orderActionButton","slots":["prescription-action-button-slot","imaging-orders-action","procedure-orders-action","tests-ordered-actions-slot"],"order":0},{"component":"claimsManagementOverviewDashboardLink","name":"claims-management-overview-link","slots":["claims-management-dashboard-link-slot"]},{"component":"preAuthRequestsDashboardLink","name":"preauthrequest-overview-link","slots":["claims-management-dashboard-link-slot"]},{"component":"claimsOverview","name":"claims-overview-dashboard-link","slot":"claims-management-overview-slot"},{"component":"waiveBillActionButton","name":"waive-bill-action-button","slot":"bill-actions-slot"},{"component":"deleteBillActionButton","name":"delete-bill-action-button","slot":"bill-actions-slot"},{"component":"refundLineItem","name":"refund-line-item","slot":"bill-actions-overflow-menu-slot"},{"name":"edit-line-item","component":"editLineItem","slot":"bill-actions-overflow-menu-slot"},{"name":"cancel-line-item","component":"cancelLineItem","slot":"bill-actions-overflow-menu-slot"},{"name":"patient-info-sha-status","component":"patientBannerShaStatus","slot":"patient-banner-tags-slot"},{"name":"payments-points-dashboard-link","component":"paymentPointDashboardLink","slot":"billing-admin-dashboard-slot","meta":{"name":"cashier-points","title":"Payment Point","slot":"payment-point-dashboard-slot"}},{"name":"payment-points-dashboard","component":"paymentPoints","slot":"payment-point-dashboard-slot"},{"name":"payment-mode-dashboard-link","component":"paymentModeLink","slot":"billing-admin-dashboard-slot","meta":{"name":"payment-modes","title":"Payment Mode","slot":"payment-mode-dashboard-slot"}},{"name":"payment-mode-dashboard","component":"paymentModeDashboard","slot":"payment-mode-dashboard-slot"},{"name":"bill-deposit-dashboard-link","component":"billDepositDashboardLink","slot":"billing-admin-dashboard-slot","meta":{"name":"bill-deposit","title":"Bill Deposit","slot":"billing-deposit-dashboard-slot"}},{"name":"bill-deposit-dashboard","component":"billDepositDashboard","slot":"billing-deposit-dashboard-slot"},{"name":"billable-exemptions-dashboard-link","component":"billableExemptionsLink","slot":"billing-admin-dashboard-slot","meta":{"name":"billable-exemptions","title":"Billable Exemptions","slot":"billing-exemptions-dashboard-slot"}},{"name":"billable-exemptions-dashboard","component":"billableExemptions","slot":"billing-exemptions-dashboard-slot"},{"name":"clinical-charges-dashboard-link","component":"clinicalChargesLink","slot":"billing-admin-dashboard-slot","meta":{"name":"clinical-charges","title":"Clinical Charges","slot":"clinical-charges-dashboard-slot"}},{"name":"clinical-charges-dashboard","component":"clinicalCharges","slot":"clinical-charges-dashboard-slot"},{"name":"payment-history-dashboard-link","component":"paymentHistoryLink","slot":"billing-admin-dashboard-slot","meta":{"name":"payment-history","title":"Payment History","slot":"payment-history-dashboard-slot"}},{"name":"payment-history-dashboard","component":"paymentHistoryDashboard","slot":"payment-history-dashboard-slot"},{"name":"patient-billing-dashboard-link","component":"patientBillingLink","slot":"billing-admin-dashboard-slot","meta":{"name":"patient-billing","title":"Patient Billing","slot":"patient-billing-dashboard-slot"}},{"name":"patient-billing-dashboard","component":"patientBilling","slot":"patient-billing-dashboard-slot"}],"workspaces":[{"name":"create-bill-workspace","component":"createBillWorkspace","title":"Create Bill Workspace","type":"other-form"},{"name":"waive-bill-form","component":"waiveBillForm","title":"Waive Bill Form","type":"other-form"},{"name":"edit-bill-form","component":"editBillForm","title":"Edit Bill Form","type":"other-form"},{"name":"billable-service-form","component":"addServiceForm","title":"Create Charge Item Form","type":"other-form"},{"name":"commodity-form","component":"commodityForm","title":"Charge Commodity Form","type":"other-form"},{"name":"billing-form","component":"billingForm","title":"Billing Form","type":"other-form","width":"extra-wide"},{"name":"payment-mode-workspace","component":"paymentModeWorkspace","title":"Payment Mode Workspace","type":"other-form"},{"name":"cancel-bill-workspace","component":"cancelBillWorkspace","title":"Cancel Bill Workspace","type":"other-form"},{"name":"add-deposit-workspace","component":"addDepositWorkspace","title":"Add Deposit","type":"other-form"},{"name":"deposit-transaction-workspace","component":"depositTransactionWorkspace","title":"Deposit Transaction","type":"other-form"},{"name":"payment-workspace","component":"paymentWorkspace","title":"Payment Workspace","type":"other-form"}],"modals":[{"name":"create-payment-point","component":"createPaymentPoint"},{"name":"clock-out-modal","component":"clockOut"},{"name":"bulk-import-billable-services-modal","component":"bulkImportBillableServicesModal"},{"name":"delete-payment-mode-modal","component":"deletePaymentModeModal"},{"name":"manage-claim-request-modal","component":"manageClaimRequestModal"},{"name":"claim-summary-modal","component":"claimSummaryModal"},{"name":"clock-in-modal","component":"clockIn"},{"name":"create-bill-item-modal","component":"createBillItemModal"},{"name":"delete-deposit-modal","component":"deleteDepositModal"},{"name":"reverse-transaction-modal","component":"reverseTransactionModal"},{"name":"print-preview-modal","component":"printPreviewModal"},{"name":"bill-action-modal","component":"billActionModal"},{"name":"require-billing-modal","component":"requirePaymentModal"}],"version":"5.4.2-pre.2821"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@kenyaemr/esm-billing-app",
-  "version": "5.4.2-pre.2805",
+  "version": "5.4.2-pre.2821",
   "description": "Billing app for KenyaEMR",
   "keywords": [
     "openmrs"

package/src/claims/claims-management/table/claim-summary-modal/claim-summary.modal.tsx

@@ -0,0 +1,153 @@
+import { Button, ModalBody, ModalFooter, ModalHeader, Tag } from '@carbon/react';
+import { formatDate, parseDate } from '@openmrs/esm-framework';
+import React from 'react';
+import { useTranslation } from 'react-i18next';
+import { FacilityClaim } from '../../../../types';
+import { useFacilityClaims } from '../use-facility-claims';
+import { statusColors } from '../../../utils';
+import { CardHeader } from '@openmrs/esm-patient-common-lib';
+import styles from './claim-summary.scss';
+import upperCase from 'lodash-es/upperCase';
+
+type ExtendedClaim = FacilityClaim & {
+  id: string;
+  providerName: string;
+  patientName: string;
+  patientId?: string;
+  visitType?: { uuid: string; display: string };
+  patient?: {
+    uuid: string;
+    display: string;
+    person?: {
+      display?: string;
+      gender: string;
+      age: number;
+      birthdate: string;
+    };
+  };
+};
+
+export const ClaimSummaryModal = ({ closeModal, claimId }: { closeModal: () => void; claimId: string }) => {
+  const { t } = useTranslation();
+  const { claims } = useFacilityClaims();
+
+  const claim = claims.find((claim) => claim.id === claimId) as ExtendedClaim | undefined;
+
+  if (!claim) {
+    return (
+      <React.Fragment>
+        <ModalHeader closeModal={closeModal}>{t('claimSummary', 'Claim Summary')}</ModalHeader>
+        <ModalBody>
+          <p>{t('claimNotFound', 'Claim not found')}</p>
+        </ModalBody>
+        <ModalFooter>
+          <Button kind="primary" onClick={closeModal} type="button">
+            {t('close', 'Close')}
+          </Button>
+        </ModalFooter>
+      </React.Fragment>
+    );
+  }
+
+  return (
+    <React.Fragment>
+      <ModalHeader closeModal={closeModal}>{t('claimSummary', 'Claim Summary')}</ModalHeader>
+      <ModalBody>
+        <div className={styles.container}>
+          <CardHeader title={t('patientInformation', 'Patient Information')}>
+            <div />
+          </CardHeader>
+          <div className={styles.section}>
+            <div className={styles.grid}>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('patientName', 'Patient Name')}</span>
+                <span className={styles.value}>{upperCase(claim.patient?.person?.display) || '-'}</span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('gender', 'Gender')}</span>
+                <span className={styles.value}>{claim.patient?.person?.gender || '-'}</span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('age', 'Age')}</span>
+                <span className={styles.value}>
+                  {claim.patient?.person?.age ? `${claim.patient.person.age} years` : '-'}
+                </span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('birthdate', 'Birthdate')}</span>
+                <span className={styles.value}>
+                  {claim.patient?.person?.birthdate
+                    ? formatDate(parseDate(claim.patient.person.birthdate), { time: false, noToday: true })
+                    : '-'}
+                </span>
+              </div>
+            </div>
+          </div>
+
+          <CardHeader title={t('claimInformation', 'Claim Information')}>
+            <div />
+          </CardHeader>
+          <div className={styles.section}>
+            <div className={styles.grid}>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('claimNumber', 'Claim Number')}</span>
+                <span className={styles.value}>{t('CO-01878', 'CO-01878')}</span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('dateFrom', 'Date From')}</span>
+                <span className={styles.value}>
+                  {claim.dateFrom ? formatDate(parseDate(claim.dateFrom), { time: false, noToday: true }) : '-'}
+                </span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('dateTo', 'Date To')}</span>
+                <span className={styles.value}>
+                  {claim.dateTo ? formatDate(parseDate(claim.dateTo), { time: false, noToday: true }) : '-'}
+                </span>
+              </div>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('visitType', 'Visit Type')}</span>
+                <span className={styles.value}>{claim.visitType?.display || claim.use || '-'}</span>
+              </div>
+            </div>
+          </div>
+
+          <CardHeader title={t('providerInformation', 'Provider Information')}>
+            <div />
+          </CardHeader>
+          <div className={styles.section}>
+            <div className={styles.grid}>
+              <div className={styles.field}>
+                <span className={styles.label}>{t('providerName', 'Provider Name')}</span>
+                <span className={styles.value}>{claim.providerName || '-'}</span>
+              </div>
+            </div>
+          </div>
+
+          <CardHeader title={t('financialSummary', 'Financial Summary')}>
+            <div />
+          </CardHeader>
+          <div className={styles.section}>
+            <div className={styles.totalContainer}>
+              <span className={styles.totalLabel}>{t('claimedAmount', 'Claimed Amount')}</span>
+              <span className={styles.totalValue}>
+                {claim.claimedTotal ? `KES ${claim.claimedTotal.toLocaleString()}` : 'KES 0'}
+              </span>
+            </div>
+            <div className={styles.totalContainer}>
+              <span className={styles.totalLabel}>{t('approvedAmount', 'Approved Amount')}</span>
+              <span className={styles.totalValue}>
+                {claim.approvedTotal ? `KES ${claim.approvedTotal.toLocaleString()}` : 'KES 0'}
+              </span>
+            </div>
+          </div>
+        </div>
+      </ModalBody>
+      <ModalFooter>
+        <Button kind="primary" onClick={closeModal} type="button">
+          {t('close', 'Close')}
+        </Button>
+      </ModalFooter>
+    </React.Fragment>
+  );
+};

package/src/claims/claims-management/table/claim-summary-modal/claim-summary.scss

@@ -0,0 +1,54 @@
+@use '@carbon/layout';
+@use '@carbon/type';
+@use '@carbon/colors';
+.container {
+  padding: layout.$spacing-05;
+}
+
+.section {
+  margin-top: layout.$spacing-06;
+  background-color:colors.$white;
+  padding: layout.$spacing-05;
+  margin-bottom: layout.$spacing-06;
+}
+
+.grid {
+  display: grid;
+  grid-template-columns: repeat(2, 1fr);
+  gap: layout.$spacing-05;
+  margin-bottom: layout.$spacing-05;
+}
+
+.field {
+  display: flex;
+  flex-direction: column;
+  gap: layout.$spacing-02;
+}
+
+.label {
+  @include type.type-style('label-01');
+  font-weight: 600;
+  text-transform: uppercase;
+}
+
+.value {
+  @include type.type-style('body-short-01');
+}
+
+.totalContainer {
+  display: flex;
+  justify-content: space-between;
+  padding: layout.$spacing-05;
+  border-radius: layout.$spacing-02;
+  margin-top: layout.$spacing-03;
+}
+
+.totalLabel {
+  @include type.type-style('body-short-01');
+  font-weight: 600;
+}
+
+.totalValue {
+  @include type.type-style('heading-compact-01');
+  font-weight: 600;
+}

package/src/claims/claims-management/table/claim-table.component.tsx

@@ -153,6 +153,13 @@ const ClaimsTable: React.FC<TableProps> = ({
     });
   };
 
+  const handleViewSummary = (claimId: string) => {
+    const dispose = showModal('claim-summary-modal', {
+      closeModal: () => dispose(),
+      claimId,
+    });
+  };
+
   // Cell rendering functions
   const renderStatusCell = (row: DataTableRow) => {
     return <ClaimStatus row={row} />;
@@ -161,6 +168,7 @@ const ClaimsTable: React.FC<TableProps> = ({
   const renderActionCell = (row: DataTableRow, rowStatus: string, size: 'lg' | 'md' | 'sm') => {
     return (
       <OverflowMenu size={size} flipped>
+        <OverflowMenuItem itemText={t('viewSummary', 'View Summary')} onClick={() => handleViewSummary(row.id)} />
         {['ENTERED', 'ERRORED'].includes(rowStatus) && (
           <OverflowMenuItem
             itemText={t('retryRequest', 'Retry request')}

package/src/claims/claims-management/table/use-facility-claims.ts

@@ -4,7 +4,7 @@ import { FacilityClaim } from '../../../types';
 
 export const useFacilityClaims = () => {
   const customPresentation =
-    'custom:(uuid,claimCode,use,dateFrom,dateTo,claimedTotal,approvedTotal,status,externalId,responseUUID,provider:(person:(display),display),patient:(uuid,display))';
+    'custom:(uuid,claimCode,use,dateFrom,dateTo,claimedTotal,approvedTotal,status,externalId,responseUUID,provider:(person:(display),display),patient:(uuid,display,person:(display,gender,age,birthdate)),visitType:(uuid,display))';
   const url = `${restBaseUrl}/claim?v=${customPresentation}`;
 
   const { data, error, isLoading, mutate, isValidating } = useSWR<FetchResponse<{ results: Array<FacilityClaim> }>>(
@@ -14,15 +14,22 @@ export const useFacilityClaims = () => {
 
   const formatClaim = (
     claim: FacilityClaim,
-  ): FacilityClaim & { id: string; providerName: string; patientName: string; patientId?: string } => ({
+  ): FacilityClaim & {
+    id: string;
+    providerName: string;
+    patientName: string;
+    patientId?: string;
+    visitType?: { uuid: string; display: string };
+  } => ({
     ...claim,
     id: claim.uuid,
-    providerName: claim.provider?.person?.display,
+    providerName: claim.provider?.person?.display || claim.provider?.display || '',
     approvedTotal: claim.approvedTotal ?? 0,
     status: claim.status,
-    patientName: claim.patient?.display,
+    patientName: claim.patient?.display || '',
     insurer: claim.insurer ?? '',
     patientId: claim.patient?.uuid,
+    visitType: claim.visitType,
   });
 
   const formattedClaims = data?.data.results.map(formatClaim) ?? [];

package/src/claims/dashboard/form/claims-form.component.tsx

@@ -20,6 +20,7 @@ import { Controller, FormProvider, useForm } from 'react-hook-form';
 import { useTranslation } from 'react-i18next';
 import { useParams } from 'react-router-dom';
 import { z } from 'zod';
+import debounce from 'lodash-es/debounce';
 import SHABenefitPackangesAndInterventions from '../../../benefits-package/forms/packages-and-interventions-form.component';
 import { BillingConfig } from '../../../config-schema';
 import { useSystemSetting } from '../../../hooks/getMflCode';
@@ -29,9 +30,7 @@ import useProviderList from '../../../hooks/useProviderList';
 import { ClaimSummary, LineItem, MappedBill, OTPVerificationModalOptions } from '../../../types';
 import ClaimExplanationAndJusificationInput from './claims-explanation-and-justification-form-input.component';
 import { ClaimsFormSchema, ClaimsFormSchemaBase, processClaims, useVisit } from './claims-form.resource';
-
-import debounce from 'lodash-es/debounce';
-import { otpManager } from '../../../hooks/useOTP';
+import { otpManager, useOtpSource } from '../../../hooks/useOTP';
 import { usePhoneNumberAttribute } from '../../../hooks/usePhoneNumber';
 import { formatDateTime } from '../../utils';
 import styles from './claims-form.scss';
@@ -63,6 +62,7 @@ const ClaimsForm: React.FC<ClaimsFormProps> = ({ bill, selectedLineItems }) => {
   const { providers, providersLoading } = useProviderList();
   const { phoneNumber } = usePhoneNumberAttribute(patientUuid);
   const { nationalId, isLoading: isLoadingNationalId, error: errorNationalId } = usePatientIdentifier(patientUuid);
+  const { otpSource, isLoading: isLoadingOtpSource } = useOtpSource();
 
   const [otpState, setOtpState] = useState<OTPState>(OTPState.NOT_STARTED);
   const [pendingClaimData, setPendingClaimData] = useState<z.infer<typeof ClaimsFormSchema> | null>(null);
@@ -77,6 +77,12 @@ const ClaimsForm: React.FC<ClaimsFormProps> = ({ bill, selectedLineItems }) => {
   const patientName = `${bill.patientName}`;
   const otpExpiryMinutes = 5;
 
+  useEffect(() => {
+    if (otpSource) {
+      otpManager.setOtpSource(otpSource);
+    }
+  }, [otpSource]);
+
   const form = useForm<z.infer<typeof ClaimsFormSchema>>({
     mode: 'onTouched',
     resolver: zodResolver(validationEnabled ? ClaimsFormSchema : ClaimsFormSchemaBase),
@@ -207,7 +213,14 @@ const ClaimsForm: React.FC<ClaimsFormProps> = ({ bill, selectedLineItems }) => {
             throw new Error('No claim data available for OTP request');
           }
 
-          await otpManager.requestOTP(phoneNumber, patientName, currentSummary, otpExpiryMinutes, nationalId || null);
+          await otpManager.requestOTP(
+            phoneNumber,
+            patientName,
+            currentSummary,
+            otpExpiryMinutes,
+            nationalId || null,
+            t,
+          );
         },
         onVerify: async (otp: string): Promise<void> => {
           const phoneForVerification = currentPhoneRef.current;
@@ -444,6 +457,7 @@ const ClaimsForm: React.FC<ClaimsFormProps> = ({ bill, selectedLineItems }) => {
 
   const isFormValid = isValid && packages?.length > 0 && interventions?.length > 0 && selectedLineItems?.length > 0;
   const displayPhoneNumber = currentOtpPhoneNumber || phoneNumber;
+  const isOtpDisabled = !isFormValid || !displayPhoneNumber || isLoadingOtpSource;
 
   return (
     <FormProvider {...form}>
@@ -667,10 +681,10 @@ const ClaimsForm: React.FC<ClaimsFormProps> = ({ bill, selectedLineItems }) => {
                 className={styles.button}
                 kind="primary"
                 onClick={handleSubmit(handleInitiateOTPVerification)}
-                disabled={!isFormValid || !displayPhoneNumber}
+                disabled={isOtpDisabled}
                 tooltipPosition="top"
                 tooltipAlignment="center">
-                {t('sendOtp', 'Send OTP')}
+                {isLoadingOtpSource ? t('loading', 'Loading...') : t('sendOtp', 'Send OTP')}
               </Button>
             )}