VasanthandClaude Opus 5.5
fd480fa874
- mek_recon.py: Playwright download for both sites in parallel (headless on server) - consolidate.py: Patient Name + DOS match, per-location and All Locations Excel - app.py: sign-in (server-side password), Run button, per-file and ZIP downloads - Dockerfile for Dokploy Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
92 lines
5.1 KiB
Markdown
92 lines
5.1 KiB
Markdown
# MEK Charge reconciliation process
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Sites:
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- Waystar (ZirMed) -> https://login.zirmed.com/ui
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- Aquilaehr -> https://platform.aquilaehr.com/
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Run: `python mek_recon.py` -> both sites at the same time, each in its own Chrome window
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(own profile: .chrome_profile_waystar / .chrome_profile_aquilaehr).
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One site only: `python mek_recon.py Waystar` or `python mek_recon.py Aquilaehr`.
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Close processing/ and output/ files in Excel/WPS before running (the script stops and lists them otherwise).
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Full run verified 10/27/2026: both sites 10/10 locations, reports in output/ (~1 min).
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Logins come from .env (values never stored in code):
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- Waystar: WAYSTAR_USERNAME, WAYSTAR_PASSWORD, WAYSTAR_ANSWER_CAR, WAYSTAR_ANSWER_JOB
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-> fills #loginName / #password -> "Log in" -> security question page: answer by keyword
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("first car" / "first job") -> click "Verify"
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- Aquilaehr: AQUILAEHR_USERNAME, AQUILAEHR_PASSWORD
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## Locations (run the whole process for each, on BOTH sites)
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- ~~Adelman Health~~ (skipped)
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- Alpha Well-Being LLC
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- ARC Wound Care
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- Cynthia DM Concierge NP Services LLC
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- Healing Bridge
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- Joy Solutions LLC
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- Lunas Home NP LLC
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- Stem Regen NJ
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- Sunwave Woundcare
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- WoundDocs LLC
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- Wound Pros of FL
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## Waystar steps
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1. Open https://login.zirmed.com/ui and log in
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2. Select location: top "Account" box -> type location name
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-> pick from dropdown (e.g. "Healing Bridge (313858)")
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-> lands on "Success - You have switched to the following account" page
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3. Professional Claims > click "Claims" tab
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-> https://claims.zirmed.com/Claims/Listing/Index?appid=1
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4. Left panel filters:
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- Status (select#SearchCriteria_Status) -> "All" (default was "All Rejected")
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- Transaction Date (select#SearchCriteria_TransDate) -> "All" (default "Last 90 Days"; "All" = last 2 years)
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5. Click "Search"
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6. Click "Download CSV" (#downloadCsvBtn, "Excel-Friendly CSV" ticked)
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-> save as processing/Waystar/<Location>.csv
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CSV layout: 7 preamble lines (Generated by / Account: / Filters...), then header row:
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Trans Date, Patient Name, Claim Number, Claim ID, Instance ID, Payer Name, Payer ID, From Date, To Date,
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Rendering Provider, Charges, Status, Sequence, Source, Hidden, Remit #s, Total Remit Amount, Last Note, Last Event Message
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7. Repeat 2-6 for every location.
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## Aquilaehr steps
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1. Open https://platform.aquilaehr.com/ (login page: #normal_login_email, #normal_login_password, "Login")
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2. Sidebar "Reports" -> https://platform.aquilaehr.com/#/reports/clinical
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3. Click "Encounter & Claim Monitor" tab
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4. Top practice dropdown (antd select, virtual list - scroll to find) -> pick location
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-> URL gets ?practiceId=<guid>; page reloads data. Date range left empty = all dates.
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5. Wait until the data call for the NEW practice finishes
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(GET aquila-api-prod-xv7xr.ondigitalocean.app/api/v1/reports/clinical_notes?practice_id=<new id>),
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and the dropdown shows the chosen practice. (Exporting earlier gives the PREVIOUS practice's data.)
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Then click "Export CSV" (it's <a download="e&c-monitor.csv" href=blob:...>, contains ALL rows, not just page 1)
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-> save as processing/Aquilaehr/<Waystar location name>.csv
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Columns: Account #, Patient, DOB, Visit Date, Provider, Location, Visit Reason, Room, Template,
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Plan Name, Claim ID, Note Status, Claim Status
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6. Repeat 4-5 for every location.
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Waystar name -> Aquilaehr dropdown name: see LOCATIONS in mek_recon.py
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- Adelman Health: SKIPPED on both sites (no Aquilaehr practice)
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- Cynthia DM Concierge NP Services LLC -> "Moona Concierge Nurse Practitioner Services LLC"
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- WoundDocs LLC -> "WOUNDOCS LLC" + "WOUNDOCS LLC - 2", both exported and merged into one file
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## Consolidation
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Match key (verified 10/27/2026, 3938 of 4027 Waystar claims found in Aquilaehr = 97.8%):
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Waystar "Claim Number" = ="<Aquilaehr Claim ID> <Aquilaehr Account #>" e.g. ="42756 35055"
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-> first token of Waystar Claim Number == Aquilaehr "Claim ID"
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Parsing notes: Waystar CSV = skip 7 preamble lines, rows end with a trailing comma (read with index_col=False),
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values wrapped like ="..." (strip them). Aquilaehr CSV: one row per note/template, so a Claim ID can repeat.
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Report (consolidate.py, runs automatically at the end of mek_recon.py, or alone: `python consolidate.py`):
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- Match on Patient Name + Date of Service, per location:
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Aquilaehr Patient + Visit Date vs Waystar Patient Name + From Date
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= same DOS, same first name, at least one last-name word in common
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(handles "Mary Lopez Garcia" vs "LOPEZ, MARY", extra spaces, Jr/Sr)
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- Aquilaehr rows grouped to one row per visit (Account # + Patient + Visit Date);
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Waystar rows grouped per Patient Name + From Date (Charges summed)
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- Output: output/<Location>.xlsx with 2 sheets
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- Summary: Aquilaehr visits, Waystar visits, Matched, Missing in Waystar, Missing in Aquilaehr, Duplicate in Waystar
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- Reconciliation: one row per visit, Result column:
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Missing in Waystar = visit in Aquilaehr, no Waystar claim for that patient + DOS
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Missing in Aquilaehr = Waystar claim, no Aquilaehr visit for that patient + DOS
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Duplicate in Waystar = 2nd Waystar claim for an already-matched patient + DOS (e.g. two name spellings)
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Matched
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- Note column: when the same Claim ID exists on the other side under a different date
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