From 3e8f1c93e690d9b9af35fafaeae152891430f241 Mon Sep 17 00:00:00 2001
From: Reed Salus <reedsalus@gmail.com>
Date: Wed, 4 Mar 2026 21:03:44 -0800
Subject: [PATCH 01/10] feat: add PreCheckCriterion type and demo data for
 policy pre-check

Foundation for the policy intelligence demo extension. Adds:
- PreCheckCriterion interface for pre-sign gap analysis
- DEMO_PRECHECK_CRITERIA with 3 met / 2 indeterminate items
- DEMO_PA_RESULT_SOURCES for post-sign evidence trail display

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/lib/__tests__/demoData.test.ts        | 40 ++++++++++
 apps/dashboard/src/lib/demoData.ts            | 75 +++++++++++++++++++
 2 files changed, 115 insertions(+)

diff --git a/apps/dashboard/src/lib/__tests__/demoData.test.ts b/apps/dashboard/src/lib/__tests__/demoData.test.ts
index ace469c..092b965 100644
--- a/apps/dashboard/src/lib/__tests__/demoData.test.ts
+++ b/apps/dashboard/src/lib/__tests__/demoData.test.ts
@@ -8,6 +8,8 @@ import {
   DEMO_ORDERS,
   DEMO_ENCOUNTER_META,
   DEMO_PA_RESULT,
+  DEMO_PRECHECK_CRITERIA,
+  DEMO_PA_RESULT_SOURCES,
   LCD_L34220_POLICY,
 } from '../demoData';
 
@@ -62,6 +64,44 @@ describe('demoData', () => {
     expect(DEMO_PA_RESULT.status).toBe('ready');
   });
 
+  it('DEMO_PRECHECK_CRITERIA_HasFiveItems', () => {
+    expect(DEMO_PRECHECK_CRITERIA).toHaveLength(5);
+  });
+
+  it('DEMO_PRECHECK_CRITERIA_ThreeMetWithEvidenceAndSource', () => {
+    const met = DEMO_PRECHECK_CRITERIA.filter((c) => c.status === 'met');
+    expect(met).toHaveLength(3);
+    met.forEach((c) => {
+      expect(c.evidence).toBeTruthy();
+      expect(c.source).toBeTruthy();
+    });
+  });
+
+  it('DEMO_PRECHECK_CRITERIA_TwoIndeterminateWithGap', () => {
+    const indeterminate = DEMO_PRECHECK_CRITERIA.filter((c) => c.status === 'indeterminate');
+    expect(indeterminate).toHaveLength(2);
+    indeterminate.forEach((c) => {
+      expect(c.gap).toBeTruthy();
+    });
+  });
+
+  it('DEMO_PRECHECK_CRITERIA_LabelsMatchLCDPolicy', () => {
+    const policyLabels = LCD_L34220_POLICY.criteria.map((c) => c.label);
+    DEMO_PRECHECK_CRITERIA.forEach((c) => {
+      // Each pre-check label should correspond to a policy criterion
+      expect(policyLabels.some((pl) => pl.includes(c.label.substring(0, 10)))).toBe(true);
+    });
+  });
+
+  it('DEMO_PA_RESULT_SOURCES_HasEntryForEachCriterion', () => {
+    DEMO_PA_RESULT.criteria.forEach((c) => {
+      const source = DEMO_PA_RESULT_SOURCES[c.label];
+      expect(source).toBeDefined();
+      expect(source.evidence).toBeTruthy();
+      expect(source.source).toBeTruthy();
+    });
+  });
+
   it('LCD_L34220_POLICY_HasFiveCriteriaWithRequirements', () => {
     expect(LCD_L34220_POLICY.policyId).toBe('LCD L34220');
     expect(LCD_L34220_POLICY.procedureCode).toBe('72148');
diff --git a/apps/dashboard/src/lib/demoData.ts b/apps/dashboard/src/lib/demoData.ts
index 13c632f..66ad940 100644
--- a/apps/dashboard/src/lib/demoData.ts
+++ b/apps/dashboard/src/lib/demoData.ts
@@ -62,6 +62,81 @@ export const DEMO_ORDERS = [
   },
 ];
 
+/**
+ * Pre-check criterion — used by the PAReadinessWidget before encounter signing.
+ */
+export interface PreCheckCriterion {
+  label: string;
+  status: 'met' | 'not-met' | 'indeterminate';
+  evidence?: string;
+  gap?: string;
+  source?: string;
+}
+
+/**
+ * Pre-check criteria for LCD L34220 evaluated against the patient chart
+ * BEFORE the encounter is signed. 3/5 met from existing chart data,
+ * 2/5 indeterminate until encounter note is complete.
+ */
+export const DEMO_PRECHECK_CRITERIA: PreCheckCriterion[] = [
+  {
+    label: 'Valid ICD-10 for lumbar pathology',
+    status: 'met',
+    evidence: 'M54.5 (low back pain) on active problem list',
+    source: 'Problem List',
+  },
+  {
+    label: 'Red flag symptoms or progressive neuro deficit',
+    status: 'indeterminate',
+    gap: 'Requires encounter documentation — sign encounter to evaluate',
+  },
+  {
+    label: '4+ weeks conservative management',
+    status: 'met',
+    evidence: 'PT referral 01/10/2026, Naproxen 500mg prescribed 01/15/2026',
+    source: 'Orders / Medications',
+  },
+  {
+    label: 'Clinical rationale documented',
+    status: 'indeterminate',
+    gap: 'Requires encounter documentation — sign encounter to evaluate',
+  },
+  {
+    label: 'No recent duplicative imaging',
+    status: 'met',
+    evidence: 'No prior CT or MRI of lumbar spine in record',
+    source: 'Imaging History',
+  },
+];
+
+/**
+ * Source/evidence mapping for the post-sign PA result criteria.
+ * Keyed by criterion label, provides extracted evidence and chart source
+ * for the evidence trail display in PAResultsPanel.
+ */
+export const DEMO_PA_RESULT_SOURCES: Record<string, { evidence: string; source: string }> = {
+  'Valid ICD-10 for lumbar pathology': {
+    evidence: 'M54.5, M54.51 — low back pain, lumbar radiculopathy left',
+    source: 'Assessment',
+  },
+  'Cauda equina, tumor, infection, major neuro deficit': {
+    evidence: 'Progressive numbness in left foot over past 3 weeks',
+    source: 'HPI',
+  },
+  '4+ weeks conservative management documented': {
+    evidence: '8 weeks PT (2x/week), naproxen 500mg BID x 6 weeks',
+    source: 'HPI',
+  },
+  'Supporting clinical rationale documented': {
+    evidence: 'Persistent radiculopathy with progressive neuro symptoms despite conservative therapy',
+    source: 'Assessment / Plan',
+  },
+  'No recent duplicative CT/MRI': {
+    evidence: 'No prior lumbar CT or MRI in patient record',
+    source: 'Imaging History',
+  },
+};
+
 /**
  * LCD L34220 policy requirements for MRI Lumbar Spine (CPT 72148).
  * Shown in the pre-sign policy criteria modal so providers can review

From ae711823547b326eabd0ec5e984462189767dbac Mon Sep 17 00:00:00 2001
From: Reed Salus <reedsalus@gmail.com>
Date: Wed, 4 Mar 2026 21:10:30 -0800
Subject: [PATCH 02/10] feat: add PAReadinessWidget, EvidenceTag, and evidence
 trail

- PAReadinessWidget: amber-accented pre-check gap analysis component
  with staggered cascade animation and criteria status display
- EvidenceTag: monospace provenance marker for sourced evidence
- PAResultsPanel: enhanced with evidence trail (text + source tags)
- useEhrDemoFlow: extended with flagged state and preCheckCriteria
- 53/53 EHR component tests passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/components/ehr/EvidenceTag.tsx        |  12 ++
 .../src/components/ehr/PAReadinessWidget.tsx  | 164 +++++++++++++++
 .../src/components/ehr/PAResultsPanel.tsx     |  43 ++--
 .../ehr/__tests__/EvidenceTag.test.tsx        |  22 ++
 .../ehr/__tests__/PAReadinessWidget.test.tsx  | 197 ++++++++++++++++++
 .../ehr/__tests__/PAResultsPanel.test.tsx     |  20 ++
 .../ehr/__tests__/useEhrDemoFlow.test.ts      | 128 ++++++++++++
 apps/dashboard/src/components/ehr/index.ts    |   1 +
 .../src/components/ehr/useEhrDemoFlow.ts      |  18 +-
 9 files changed, 587 insertions(+), 18 deletions(-)
 create mode 100644 apps/dashboard/src/components/ehr/EvidenceTag.tsx
 create mode 100644 apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
 create mode 100644 apps/dashboard/src/components/ehr/__tests__/EvidenceTag.test.tsx
 create mode 100644 apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx

diff --git a/apps/dashboard/src/components/ehr/EvidenceTag.tsx b/apps/dashboard/src/components/ehr/EvidenceTag.tsx
new file mode 100644
index 0000000..9587a6d
--- /dev/null
+++ b/apps/dashboard/src/components/ehr/EvidenceTag.tsx
@@ -0,0 +1,12 @@
+interface EvidenceTagProps {
+  source: string;
+}
+
+export function EvidenceTag({ source }: EvidenceTagProps) {
+  return (
+    <span className="inline-flex items-center rounded px-1.5 py-0.5 bg-slate-100 font-mono text-[10px] uppercase tracking-widest text-slate-500">
+      <span className="sr-only">Sourced from: </span>
+      {source}
+    </span>
+  );
+}
diff --git a/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx b/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
new file mode 100644
index 0000000..150c841
--- /dev/null
+++ b/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
@@ -0,0 +1,164 @@
+import {
+  Check,
+  X,
+  HelpCircle,
+  ChevronRight,
+  ShieldAlert,
+  Loader2,
+} from 'lucide-react';
+import type { PreCheckCriterion } from '@/lib/demoData';
+
+export interface PAReadinessWidgetProps {
+  state: 'checking' | 'ready';
+  criteria: PreCheckCriterion[];
+  order: { code: string; name: string };
+  payer: string;
+  policyId: string;
+  onCriterionClick?: (criterion: PreCheckCriterion) => void;
+}
+
+function StatusIcon({ status }: { status: PreCheckCriterion['status'] }) {
+  if (status === 'met') {
+    return <Check className="h-4 w-4 text-emerald-600 shrink-0" />;
+  }
+  if (status === 'indeterminate') {
+    return <HelpCircle className="h-4 w-4 text-amber-500 shrink-0" />;
+  }
+  return <X className="h-4 w-4 text-red-600 shrink-0" />;
+}
+
+function ProgressDots({ met, total }: { met: number; total: number }) {
+  return (
+    <span className="inline-flex items-center gap-0.5">
+      {Array.from({ length: total }, (_, i) => (
+        <span
+          key={i}
+          className={`inline-block h-1.5 w-1.5 rounded-full ${
+            i < met ? 'bg-amber-500' : 'bg-slate-200'
+          }`}
+        />
+      ))}
+    </span>
+  );
+}
+
+export function PAReadinessWidget({
+  state,
+  criteria,
+  order,
+  payer,
+  policyId,
+  onCriterionClick,
+}: PAReadinessWidgetProps) {
+  const metCount = criteria.filter((c) => c.status === 'met').length;
+  const total = criteria.length;
+
+  return (
+    <div className="rounded-lg border-l-4 border-amber-500 bg-white shadow-sm">
+      {/* Header */}
+      <div className="flex items-center gap-2 border-b border-slate-100 px-4 py-3">
+        <ShieldAlert className="h-5 w-5 text-amber-600" />
+        <span className="text-sm font-semibold text-slate-800">
+          AuthScript &mdash; Policy Pre-Check
+        </span>
+        <span className="ml-auto font-mono text-xs tracking-wide uppercase text-slate-400">
+          {policyId}
+        </span>
+      </div>
+
+      {/* Body */}
+      <div className="px-4 py-3">
+        {state === 'checking' && (
+          <div className="flex items-center gap-2 text-sm text-slate-600">
+            <Loader2 className="h-4 w-4 animate-spin text-amber-500 shrink-0" />
+            <span className="animate-pulse">
+              Analyzing patient chart against payer policy...
+            </span>
+          </div>
+        )}
+
+        {state === 'ready' && (
+          <div className="space-y-3">
+            {/* Summary row */}
+            <div className="flex flex-wrap items-center gap-x-3 gap-y-1 text-sm text-slate-600">
+              <span className="font-medium text-slate-800">
+                {order.name}
+              </span>
+              <span className="text-slate-400">|</span>
+              <span>{payer}</span>
+              <span className="text-slate-400">|</span>
+              <span className="inline-flex items-center gap-1.5">
+                <ProgressDots met={metCount} total={total} />
+                <span>
+                  {metCount}/{total} criteria documented
+                </span>
+              </span>
+            </div>
+
+            {/* Criteria list */}
+            <ul className="divide-y divide-slate-100">
+              {criteria.map((criterion, index) => {
+                const isClickable = !!onCriterionClick;
+                const Row = isClickable ? 'button' : 'div';
+
+                return (
+                  <li
+                    key={criterion.label}
+                    className="animate-fadeIn"
+                    style={{ animationDelay: `${index * 80}ms` }}
+                  >
+                    <Row
+                      type={isClickable ? 'button' : undefined}
+                      className={`flex w-full items-start gap-2 py-2.5 px-1 text-left ${
+                        isClickable ? 'hover:bg-slate-50 rounded cursor-pointer' : ''
+                      }`}
+                      onClick={
+                        isClickable
+                          ? () => onCriterionClick(criterion)
+                          : undefined
+                      }
+                    >
+                      <span className="mt-0.5">
+                        <StatusIcon status={criterion.status} />
+                      </span>
+                      <span className="flex-1 min-w-0">
+                        <span className="text-sm font-medium text-slate-800">
+                          {criterion.label}
+                        </span>
+                        {criterion.status === 'met' && criterion.evidence && (
+                          <span className="block mt-0.5">
+                            <span className="text-sm italic text-slate-500">
+                              {criterion.evidence}
+                            </span>
+                            {criterion.source && (
+                              <span className="inline-flex items-center rounded px-1.5 py-0.5 bg-slate-100 font-mono text-[10px] uppercase tracking-widest text-slate-500 ml-1.5">
+                                {criterion.source}
+                              </span>
+                            )}
+                          </span>
+                        )}
+                        {criterion.status === 'indeterminate' && criterion.gap && (
+                          <span className="block mt-0.5 text-sm text-amber-600">
+                            {criterion.gap}
+                          </span>
+                        )}
+                        {criterion.status === 'not-met' && criterion.gap && (
+                          <span className="block mt-0.5 text-sm text-red-600">
+                            {criterion.gap}
+                          </span>
+                        )}
+                      </span>
+                      {isClickable && (
+                        <ChevronRight className="h-4 w-4 text-slate-400 shrink-0 mt-0.5" />
+                      )}
+                    </Row>
+                  </li>
+                );
+              })}
+            </ul>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}
diff --git a/apps/dashboard/src/components/ehr/PAResultsPanel.tsx b/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
index 8f44f5a..baa6f99 100644
--- a/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
+++ b/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
@@ -14,6 +14,8 @@ import {
 } from 'lucide-react';
 import type { EhrDemoState } from './useEhrDemoFlow';
 import type { PARequest, Criterion } from '@/api/graphqlService';
+import { EvidenceTag } from './EvidenceTag';
+import { DEMO_PA_RESULT_SOURCES } from '@/lib/demoData';
 
 export interface PAResultsPanelProps {
   state: EhrDemoState;
@@ -146,21 +148,32 @@ function ReviewingView({
 
       {/* Criteria list */}
       <ul className="divide-y divide-slate-100">
-        {paRequest.criteria.map((criterion) => (
-          <li key={criterion.label}>
-            <button
-              type="button"
-              className="flex w-full items-center gap-2 py-2 text-left text-sm hover:bg-slate-50 rounded px-1"
-              onClick={() => onCriterionClick?.(criterion)}
-            >
-              <CriterionStatusIcon met={criterion.met} />
-              <span className="flex-1">{criterion.label}</span>
-              {criterion.reason && (
-                <ChevronRight className="h-4 w-4 text-slate-400 shrink-0" />
-              )}
-            </button>
-          </li>
-        ))}
+        {paRequest.criteria.map((criterion) => {
+          const sourceData = DEMO_PA_RESULT_SOURCES[criterion.label];
+          return (
+            <li key={criterion.label}>
+              <button
+                type="button"
+                className="flex w-full items-center gap-2 py-2 text-left text-sm hover:bg-slate-50 rounded px-1"
+                onClick={() => onCriterionClick?.(criterion)}
+              >
+                <CriterionStatusIcon met={criterion.met} />
+                <div className="flex-1">
+                  <span>{criterion.label}</span>
+                  {sourceData && (
+                    <div className="mt-0.5 flex items-center gap-2">
+                      <span className="text-sm italic text-slate-500">{sourceData.evidence}</span>
+                      <EvidenceTag source={sourceData.source} />
+                    </div>
+                  )}
+                </div>
+                {criterion.reason && (
+                  <ChevronRight className="h-4 w-4 text-slate-400 shrink-0" />
+                )}
+              </button>
+            </li>
+          );
+        })}
       </ul>
 
       {/* Clinical summary */}
diff --git a/apps/dashboard/src/components/ehr/__tests__/EvidenceTag.test.tsx b/apps/dashboard/src/components/ehr/__tests__/EvidenceTag.test.tsx
new file mode 100644
index 0000000..d6ddd72
--- /dev/null
+++ b/apps/dashboard/src/components/ehr/__tests__/EvidenceTag.test.tsx
@@ -0,0 +1,22 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen } from '@testing-library/react';
+import { EvidenceTag } from '../EvidenceTag';
+
+describe('EvidenceTag', () => {
+  it('EvidenceTag_Renders_SourceText', () => {
+    render(<EvidenceTag source="HPI" />);
+    expect(screen.getByText('HPI')).toBeInTheDocument();
+  });
+
+  it('EvidenceTag_HasMonospaceStyle', () => {
+    const { container } = render(<EvidenceTag source="Assessment" />);
+    const tag = container.firstElementChild;
+    expect(tag?.className).toContain('font-mono');
+  });
+
+  it('EvidenceTag_IsAccessible', () => {
+    render(<EvidenceTag source="Problem List" />);
+    // Screen reader text
+    expect(screen.getByText('Sourced from:')).toBeInTheDocument();
+  });
+});
diff --git a/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
new file mode 100644
index 0000000..3c4ca0e
--- /dev/null
+++ b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
@@ -0,0 +1,197 @@
+import { describe, it, expect, vi } from 'vitest';
+import { render, screen, fireEvent } from '@testing-library/react';
+import { PAReadinessWidget } from '../PAReadinessWidget';
+import type { PreCheckCriterion } from '@/lib/demoData';
+
+function buildCriteria(): PreCheckCriterion[] {
+  return [
+    {
+      label: 'Valid ICD-10 for lumbar pathology',
+      status: 'met',
+      evidence: 'M54.5 on active problem list since 2025-09-12',
+      source: 'Problem List',
+    },
+    {
+      label: 'Red flag symptoms or progressive neurological deficit',
+      status: 'indeterminate',
+      gap: 'No neurological findings in chart — document in encounter note',
+    },
+    {
+      label: '4+ weeks conservative management',
+      status: 'met',
+      evidence: 'PT 2x/week x 8 weeks documented by referring provider',
+      source: 'Referral',
+    },
+    {
+      label: 'Clinical rationale documented',
+      status: 'indeterminate',
+      gap: 'Rationale not yet documented — include in assessment/plan',
+    },
+    {
+      label: 'No recent duplicative imaging',
+      status: 'met',
+      evidence: 'No lumbar CT or MRI in past 12 months',
+      source: 'Imaging Hx',
+    },
+  ];
+}
+
+const defaultOrder = { code: '72148', name: 'MRI Lumbar Spine w/o Contrast' };
+const defaultPayer = 'Blue Cross Blue Shield';
+const defaultPolicyId = 'LCD L34220';
+
+describe('PAReadinessWidget', () => {
+  it('PAReadinessWidget_Checking_ShowsAnalyzingState', () => {
+    render(
+      <PAReadinessWidget
+        state="checking"
+        criteria={[]}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    expect(
+      screen.getByText(/analyzing patient chart against payer policy/i),
+    ).toBeInTheDocument();
+
+    // Loading indicator (Loader2 renders as an svg)
+    const spinner = document.querySelector('.animate-spin');
+    expect(spinner).toBeInTheDocument();
+  });
+
+  it('PAReadinessWidget_Ready_ShowsSummaryBar', () => {
+    const criteria = buildCriteria();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    // Order name
+    expect(screen.getByText(/MRI Lumbar Spine/)).toBeInTheDocument();
+
+    // Payer
+    expect(screen.getByText(/Blue Cross Blue Shield/)).toBeInTheDocument();
+
+    // Policy ID in monospace/uppercase
+    const policyEl = screen.getByText('LCD L34220');
+    expect(policyEl).toBeInTheDocument();
+    expect(policyEl.className).toMatch(/font-mono/);
+    expect(policyEl.className).toMatch(/uppercase/);
+
+    // Criteria count: 3 met out of 5
+    expect(screen.getByText(/3\/5 criteria documented/)).toBeInTheDocument();
+  });
+
+  it('PAReadinessWidget_Ready_ShowsAllCriteria', () => {
+    const criteria = buildCriteria();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    expect(screen.getByText('Valid ICD-10 for lumbar pathology')).toBeInTheDocument();
+    expect(
+      screen.getByText('Red flag symptoms or progressive neurological deficit'),
+    ).toBeInTheDocument();
+    expect(screen.getByText('4+ weeks conservative management')).toBeInTheDocument();
+    expect(screen.getByText('Clinical rationale documented')).toBeInTheDocument();
+    expect(screen.getByText('No recent duplicative imaging')).toBeInTheDocument();
+  });
+
+  it('PAReadinessWidget_Met_ShowsEvidenceAndSource', () => {
+    const criteria = buildCriteria();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    // Evidence text in italic
+    const evidenceEl = screen.getByText(
+      'M54.5 on active problem list since 2025-09-12',
+    );
+    expect(evidenceEl).toBeInTheDocument();
+    expect(evidenceEl.className).toMatch(/italic/);
+
+    // Source tag
+    const sourceEl = screen.getByText('Problem List');
+    expect(sourceEl).toBeInTheDocument();
+    expect(sourceEl.className).toMatch(/font-mono/);
+  });
+
+  it('PAReadinessWidget_Indeterminate_ShowsGap', () => {
+    const criteria = buildCriteria();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    const gapEl = screen.getByText(
+      /No neurological findings in chart/,
+    );
+    expect(gapEl).toBeInTheDocument();
+    expect(gapEl.className).toMatch(/text-amber-600/);
+  });
+
+  it('PAReadinessWidget_CriterionClick_CallsHandler', () => {
+    const criteria = buildCriteria();
+    const onCriterionClick = vi.fn();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+        onCriterionClick={onCriterionClick}
+      />,
+    );
+
+    fireEvent.click(screen.getByText('Valid ICD-10 for lumbar pathology'));
+
+    expect(onCriterionClick).toHaveBeenCalledWith(criteria[0]);
+  });
+
+  it('PAReadinessWidget_Ready_HasAmberAccent', () => {
+    const criteria = buildCriteria();
+
+    const { container } = render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
+    const widget = container.firstElementChild;
+    expect(widget?.className).toMatch(/border-amber-500/);
+  });
+});
diff --git a/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx b/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
index d08aadd..3acaeb2 100644
--- a/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
@@ -2,6 +2,7 @@ import { describe, it, expect, vi } from 'vitest';
 import { render, screen, fireEvent } from '@testing-library/react';
 import { PAResultsPanel } from '../PAResultsPanel';
 import type { PARequest } from '@/api/graphqlService';
+import { DEMO_PA_RESULT, DEMO_PA_RESULT_SOURCES } from '@/lib/demoData';
 
 function buildMockPARequest(overrides: Partial<PARequest> = {}): PARequest {
   return {
@@ -139,6 +140,25 @@ describe('PAResultsPanel', () => {
     ).not.toBeInTheDocument();
   });
 
+  it('PAResultsPanel_Reviewing_ShowsEvidenceText', () => {
+    render(
+      <PAResultsPanel state="reviewing" paRequest={DEMO_PA_RESULT} onSubmit={vi.fn()} />,
+    );
+    // Evidence text should appear for criteria that have source data
+    // The evidence text comes from DEMO_PA_RESULT_SOURCES lookup
+    expect(screen.getByText(/M54\.5.*low back pain/)).toBeInTheDocument();
+  });
+
+  it('PAResultsPanel_Reviewing_ShowsEvidenceTrailForDemoData', () => {
+    render(
+      <PAResultsPanel state="reviewing" paRequest={DEMO_PA_RESULT} onSubmit={vi.fn()} />,
+    );
+    // Evidence text from DEMO_PA_RESULT_SOURCES should be visible
+    expect(screen.getByText(/8 weeks PT/)).toBeInTheDocument();
+    // Source tags should be visible (HPI appears for multiple criteria)
+    expect(screen.getAllByText('HPI').length).toBeGreaterThanOrEqual(1);
+  });
+
   it('PAResultsPanel_Error_ShowsErrorMessage', () => {
     // Arrange
     render(
diff --git a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
index fd8341a..77dc66a 100644
--- a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
+++ b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
@@ -127,6 +127,134 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.error).toBeNull();
   });
 
+  it('useEhrDemoFlow_Flag_TransitionsToFlagged', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    expect(result.current.state).toBe('idle');
+
+    let flagPromise: Promise<void>;
+    act(() => {
+      flagPromise = result.current.flag();
+    });
+
+    // Still idle during delay
+    expect(result.current.state).toBe('idle');
+
+    // After 1500ms → flagged
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    await act(async () => {
+      await flagPromise!;
+    });
+
+    expect(result.current.state).toBe('flagged');
+    expect(result.current.preCheckCriteria).not.toBeNull();
+  });
+
+  it('useEhrDemoFlow_Flagged_HasPreCheckCriteria', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    let flagPromise: Promise<void>;
+    act(() => {
+      flagPromise = result.current.flag();
+    });
+
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    await act(async () => {
+      await flagPromise!;
+    });
+
+    expect(result.current.state).toBe('flagged');
+    const criteria = result.current.preCheckCriteria!;
+    expect(criteria).toHaveLength(5);
+    expect(criteria.filter((c) => c.status === 'met')).toHaveLength(3);
+    expect(criteria.filter((c) => c.status === 'indeterminate')).toHaveLength(2);
+  });
+
+  it('useEhrDemoFlow_Flagged_Sign_TransitionsToSigning', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    // Get to flagged state
+    let flagPromise: Promise<void>;
+    act(() => {
+      flagPromise = result.current.flag();
+    });
+
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    await act(async () => {
+      await flagPromise!;
+    });
+
+    expect(result.current.state).toBe('flagged');
+
+    // Now sign from flagged state
+    let signPromise: Promise<void>;
+    act(() => {
+      signPromise = result.current.sign();
+    });
+
+    expect(result.current.state).toBe('signing');
+
+    // 800ms → processing
+    await act(async () => {
+      vi.advanceTimersByTime(800);
+    });
+    expect(result.current.state).toBe('processing');
+
+    // 5000ms → reviewing
+    await act(async () => {
+      vi.advanceTimersByTime(5000);
+    });
+
+    await act(async () => {
+      await signPromise!;
+    });
+
+    expect(result.current.state).toBe('reviewing');
+    expect(result.current.paRequest).not.toBeNull();
+  });
+
+  it('useEhrDemoFlow_Reset_ClearsPreCheckCriteria', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    // Get to flagged state
+    let flagPromise: Promise<void>;
+    act(() => {
+      flagPromise = result.current.flag();
+    });
+
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    await act(async () => {
+      await flagPromise!;
+    });
+
+    expect(result.current.state).toBe('flagged');
+    expect(result.current.preCheckCriteria).not.toBeNull();
+
+    // Reset
+    act(() => {
+      result.current.reset();
+    });
+
+    expect(result.current.state).toBe('idle');
+    expect(result.current.preCheckCriteria).toBeNull();
+  });
+
   it('useEhrDemoFlow_DemoResult_HasAllFiveCriteria', async () => {
     const useEhrDemoFlow = await importHook();
     const { result } = renderHook(() => useEhrDemoFlow());
diff --git a/apps/dashboard/src/components/ehr/index.ts b/apps/dashboard/src/components/ehr/index.ts
index 0dcf16a..abab3dc 100644
--- a/apps/dashboard/src/components/ehr/index.ts
+++ b/apps/dashboard/src/components/ehr/index.ts
@@ -2,4 +2,5 @@ export { EhrHeader } from './EhrHeader';
 export { EncounterNote } from './EncounterNote';
 export { EncounterSidebar } from './EncounterSidebar';
 export { SignEncounterButton } from './SignEncounterButton';
+export { PAReadinessWidget } from './PAReadinessWidget';
 export { PAResultsPanel } from './PAResultsPanel';
diff --git a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
index 1b1e328..0a0718a 100644
--- a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
+++ b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
@@ -1,13 +1,16 @@
 import { useState, useCallback } from 'react';
 import type { PARequest } from '@/api/graphqlService';
-import { DEMO_PA_RESULT } from '@/lib/demoData';
+import { DEMO_PA_RESULT, DEMO_PRECHECK_CRITERIA } from '@/lib/demoData';
+import type { PreCheckCriterion } from '@/lib/demoData';
 
-export type EhrDemoState = 'idle' | 'signing' | 'processing' | 'reviewing' | 'submitting' | 'complete' | 'error';
+export type EhrDemoState = 'idle' | 'flagged' | 'signing' | 'processing' | 'reviewing' | 'submitting' | 'complete' | 'error';
 
 export interface EhrDemoFlow {
   state: EhrDemoState;
   paRequest: PARequest | null;
+  preCheckCriteria: PreCheckCriterion[] | null;
   error: string | null;
+  flag: () => Promise<void>;
   sign: () => Promise<void>;
   submit: () => Promise<void>;
   reset: () => void;
@@ -26,8 +29,16 @@ function delay(ms: number): Promise<void> {
 export function useEhrDemoFlow(): EhrDemoFlow {
   const [state, setState] = useState<EhrDemoState>('idle');
   const [paRequest, setPaRequest] = useState<PARequest | null>(null);
+  const [preCheckCriteria, setPreCheckCriteria] = useState<PreCheckCriterion[] | null>(null);
   const [error, setError] = useState<string | null>(null);
 
+  const flag = useCallback(async () => {
+    if (state !== 'idle') return;
+    await delay(1500);
+    setState('flagged');
+    setPreCheckCriteria(DEMO_PRECHECK_CRITERIA);
+  }, [state]);
+
   const sign = useCallback(async () => {
     try {
       setState('signing');
@@ -78,8 +89,9 @@ export function useEhrDemoFlow(): EhrDemoFlow {
   const reset = useCallback(() => {
     setState('idle');
     setPaRequest(null);
+    setPreCheckCriteria(null);
     setError(null);
   }, []);
 
-  return { state, paRequest, error, sign, submit, reset };
+  return { state, paRequest, preCheckCriteria, error, flag, sign, submit, reset };
 }

From aac5737081106d9f92f9222e740d70dcb4292145 Mon Sep 17 00:00:00 2001
From: Reed Salus <reedsalus@gmail.com>
Date: Wed, 4 Mar 2026 22:57:41 -0800
Subject: [PATCH 03/10] feat: integrate policy pre-check into EHR demo flow

- EncounterSidebar: amber "Policy Check" indicator in flagged state
- ehr-demo: auto-triggers flag() on mount, renders PAReadinessWidget
  in flagged state, transitions to PAResultsPanel on sign
- Removed View Policy Criteria button (superseded by live widget)
- Amber-to-blue visual transition when signing encounter
- 298/298 dashboard tests passing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/components/ehr/EncounterSidebar.tsx   |  20 +++-
 .../ehr/__tests__/EncounterSidebar.test.tsx   |  13 ++
 .../src/routes/__tests__/ehr-demo.test.tsx    | 112 ++++++++++++++----
 apps/dashboard/src/routes/ehr-demo.tsx        |  58 +++++----
 4 files changed, 156 insertions(+), 47 deletions(-)

diff --git a/apps/dashboard/src/components/ehr/EncounterSidebar.tsx b/apps/dashboard/src/components/ehr/EncounterSidebar.tsx
index e60e2d3..294d023 100644
--- a/apps/dashboard/src/components/ehr/EncounterSidebar.tsx
+++ b/apps/dashboard/src/components/ehr/EncounterSidebar.tsx
@@ -10,6 +10,7 @@ interface EncounterSidebarProps {
   activeStage?: StageName;
   signed?: boolean;
   flowState?: EhrDemoState;
+  preCheckCount?: { met: number; total: number };
 }
 
 type StageState = 'completed' | 'active' | 'pending';
@@ -116,10 +117,12 @@ export function EncounterSidebar({
   activeStage = 'A&P',
   signed = false,
   flowState = 'idle',
+  preCheckCount,
 }: EncounterSidebarProps) {
   // When signed, all encounter stages are completed (activeIndex past last stage)
   const activeIndex = signed ? ENCOUNTER_STAGES.length : ENCOUNTER_STAGES.indexOf(activeStage);
-  const showPA = flowState !== 'idle' && flowState !== 'error';
+  const isFlagged = flowState === 'flagged';
+  const showPAStages = flowState !== 'idle' && flowState !== 'error' && flowState !== 'flagged';
   const paActiveIndex = getPAActiveIndex(flowState);
 
   return (
@@ -134,7 +137,20 @@ export function EncounterSidebar({
         />
       </nav>
 
-      {showPA && (
+      {isFlagged && preCheckCount && (
+        <>
+          <div className="my-4 border-t border-gray-200" />
+          <h2 className="mb-4 px-4 text-xs font-semibold uppercase tracking-wider text-amber-600">
+            Policy Check
+          </h2>
+          <div className="flex items-center gap-2 px-4 py-1 text-sm text-amber-700">
+            <span className="h-2 w-2 rounded-full bg-amber-500" />
+            {preCheckCount.met}/{preCheckCount.total} documented
+          </div>
+        </>
+      )}
+
+      {showPAStages && (
         <>
           <div className="my-4 border-t border-gray-200" />
           <h2 className="mb-4 px-4 text-xs font-semibold uppercase tracking-wider text-blue-600">
diff --git a/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx b/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
index 0a2725d..5bf1408 100644
--- a/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
@@ -57,6 +57,19 @@ describe('EncounterSidebar', () => {
     expect(analyzingContainer).toHaveAttribute('data-completed', 'true');
   });
 
+  it('EncounterSidebar_Flagged_ShowsPolicyCheckIndicator', () => {
+    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 3, total: 5 }} />);
+    expect(screen.getByText('Policy Check')).toBeInTheDocument();
+    expect(screen.getByText(/3\/5/)).toBeInTheDocument();
+  });
+
+  it('EncounterSidebar_Flagged_NoPAStages', () => {
+    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 3, total: 5 }} />);
+    expect(screen.queryByText('Analyzing')).not.toBeInTheDocument();
+    expect(screen.queryByText('Submit')).not.toBeInTheDocument();
+    expect(screen.queryByText('Complete')).not.toBeInTheDocument();
+  });
+
   it('EncounterSidebar_Complete_AllPAStagesCompleted', () => {
     render(<EncounterSidebar signed={true} flowState="complete" />);
     const completeContainer = screen.getByText('Complete').closest('[data-stage]');
diff --git a/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx b/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
index 9057977..784b4fa 100644
--- a/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
+++ b/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
@@ -24,12 +24,14 @@ vi.mock('@/components/PdfViewerModal', () => ({
       : null,
 }));
 
-// Mock PolicyCriteriaModal to avoid portal issues
-vi.mock('@/components/ehr/PolicyCriteriaModal', () => ({
-  PolicyCriteriaModal: ({ isOpen }: { isOpen: boolean }) =>
-    isOpen
-      ? createElement('div', { 'data-testid': 'policy-criteria-modal' }, 'Policy Criteria')
-      : null,
+// Mock PAReadinessWidget for isolation
+vi.mock('@/components/ehr/PAReadinessWidget', () => ({
+  PAReadinessWidget: ({ state, criteria }: { state: string; criteria: unknown[] }) =>
+    createElement(
+      'div',
+      { 'data-testid': 'pa-readiness-widget' },
+      `AuthScript — Policy Pre-Check (${state}, ${criteria?.length ?? 0} criteria)`,
+    ),
 }));
 
 async function renderEhrDemoPage() {
@@ -75,17 +77,9 @@ describe('EhrDemoPage', () => {
 
     // Pre-sign action buttons visible
     expect(screen.getByRole('button', { name: /preview pa form/i })).toBeInTheDocument();
-    expect(screen.getByRole('button', { name: /view policy criteria/i })).toBeInTheDocument();
 
-    // NO iframe in DOM
-    expect(screen.queryByTitle('AuthScript Dashboard')).not.toBeInTheDocument();
-    expect(document.querySelector('iframe')).toBeNull();
-
-    // No PAResultsPanel visible initially
+    // No PAResultsPanel visible initially (before flag delay)
     expect(screen.queryByText('AuthScript — Prior Authorization')).not.toBeInTheDocument();
-
-    // No PA sidebar stages initially
-    expect(screen.queryByText('Prior Auth')).not.toBeInTheDocument();
   });
 
   it('EhrDemoPage_PreviewPAForm_OpensBlankForm', async () => {
@@ -98,14 +92,6 @@ describe('EhrDemoPage', () => {
     expect(screen.getByText(/NOFR001/)).toBeInTheDocument();
   });
 
-  it('EhrDemoPage_ViewPolicyCriteria_OpensModal', async () => {
-    await renderEhrDemoPage();
-
-    fireEvent.click(screen.getByRole('button', { name: /view policy criteria/i }));
-
-    expect(screen.getByTestId('policy-criteria-modal')).toBeInTheDocument();
-  });
-
   it('EhrDemoPage_Sign_ShowsProcessingPanel', async () => {
     await renderEhrDemoPage();
 
@@ -201,6 +187,86 @@ describe('EhrDemoPage', () => {
     expect(apContainer).toHaveAttribute('data-completed', 'true');
   });
 
+  it('EhrDemoPage_Load_ShowsPAReadinessAfterDelay', async () => {
+    await renderEhrDemoPage();
+
+    // Initially no readiness widget
+    expect(screen.queryByTestId('pa-readiness-widget')).not.toBeInTheDocument();
+
+    // After 1500ms flag delay, widget appears
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    expect(screen.getByTestId('pa-readiness-widget')).toBeInTheDocument();
+    // Sidebar shows Policy Check
+    expect(screen.getByText('Policy Check')).toBeInTheDocument();
+  });
+
+  it('EhrDemoPage_Flagged_ShowsPreCheckWidget', async () => {
+    await renderEhrDemoPage();
+
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    // Widget rendered with criteria (mocked, so check testid + text content)
+    const widget = screen.getByTestId('pa-readiness-widget');
+    expect(widget).toBeInTheDocument();
+    expect(widget.textContent).toContain('5 criteria');
+  });
+
+  it('EhrDemoPage_Flagged_SignButton_StillVisible', async () => {
+    await renderEhrDemoPage();
+
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    expect(screen.getByRole('button', { name: 'Sign Encounter' })).toBeEnabled();
+  });
+
+  it('EhrDemoPage_FullFlow_FlaggedToComplete', async () => {
+    await renderEhrDemoPage();
+
+    // 1. Flag
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+    expect(screen.getByTestId('pa-readiness-widget')).toBeInTheDocument();
+
+    // 2. Sign from flagged
+    await act(async () => {
+      fireEvent.click(screen.getByRole('button', { name: 'Sign Encounter' }));
+    });
+
+    // Pre-check widget should be gone, PA panel appears
+    expect(screen.queryByTestId('pa-readiness-widget')).not.toBeInTheDocument();
+    expect(screen.getByText('AuthScript — Prior Authorization')).toBeInTheDocument();
+
+    // 3. Advance through processing
+    await act(async () => {
+      vi.advanceTimersByTime(800);
+    });
+    await act(async () => {
+      vi.advanceTimersByTime(5000);
+    });
+
+    // 4. Reviewing state — confidence and evidence trail
+    expect(screen.getByText('88%')).toBeInTheDocument();
+    expect(screen.getByText('Valid ICD-10 for lumbar pathology')).toBeInTheDocument();
+
+    // 5. Submit
+    await act(async () => {
+      fireEvent.click(screen.getByRole('button', { name: /submit to blue cross/i }));
+    });
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+
+    expect(screen.getByText('PA Submitted')).toBeInTheDocument();
+  });
+
   it('EhrDemoPage_ViewPdf_OpensPdfViewer', async () => {
     await renderEhrDemoPage();
 
diff --git a/apps/dashboard/src/routes/ehr-demo.tsx b/apps/dashboard/src/routes/ehr-demo.tsx
index 73f4cb4..ae9d248 100644
--- a/apps/dashboard/src/routes/ehr-demo.tsx
+++ b/apps/dashboard/src/routes/ehr-demo.tsx
@@ -1,17 +1,17 @@
-import { useState } from 'react';
+import { useState, useEffect } from 'react';
 import { createFileRoute } from '@tanstack/react-router';
-import { FileText, ClipboardList } from 'lucide-react';
+import { FileText } from 'lucide-react';
 import {
   EhrHeader,
   EncounterNote,
   EncounterSidebar,
   SignEncounterButton,
+  PAReadinessWidget,
   PAResultsPanel,
 } from '@/components/ehr';
 import { useEhrDemoFlow } from '@/components/ehr/useEhrDemoFlow';
 import { CriteriaReasonDialog } from './analysis.$transactionId';
 import { PdfViewerModal } from '@/components/PdfViewerModal';
-import { PolicyCriteriaModal } from '@/components/ehr/PolicyCriteriaModal';
 import {
   DEMO_EHR_PATIENT,
   DEMO_ENCOUNTER,
@@ -25,7 +25,7 @@ import type { Order } from '@/components/ehr/EncounterNote';
 const BLANK_PA_FORM_URL = '/pdf-templates/tx-standard-pa-form.pdf';
 
 function deriveOrderStatus(flowState: string, baseStatus: Order['status']): Order['status'] {
-  if (flowState === 'idle') return baseStatus;
+  if (flowState === 'idle' || flowState === 'flagged') return baseStatus;
   if (flowState === 'signing' || flowState === 'processing') return 'pending';
   return 'completed';
 }
@@ -35,24 +35,50 @@ export function EhrDemoPage() {
   const [selectedCriterion, setSelectedCriterion] = useState<Criterion | null>(null);
   const [pdfOpen, setPdfOpen] = useState(false);
   const [blankFormOpen, setBlankFormOpen] = useState(false);
-  const [policyCriteriaOpen, setPolicyCriteriaOpen] = useState(false);
+
+  // Auto-trigger PA detection on mount
+  useEffect(() => {
+    flow.flag();
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, []);
 
   const dynamicOrders = DEMO_ORDERS.map(order => ({
     ...order,
     status: deriveOrderStatus(flow.state, order.status),
   }));
 
+  const preCheckCount = flow.preCheckCriteria
+    ? { met: flow.preCheckCriteria.filter(c => c.status === 'met').length, total: flow.preCheckCriteria.length }
+    : undefined;
+
+  const isSigned = flow.state !== 'idle' && flow.state !== 'flagged';
+  const showPostSignPanel = isSigned && flow.state !== 'error';
+
   return (
     <div className="fixed inset-0 z-[100] min-h-screen bg-gray-100 overflow-auto">
       <EhrHeader patient={DEMO_EHR_PATIENT} encounterMeta={DEMO_ENCOUNTER_META} />
       <div className="flex">
-        <EncounterSidebar signed={flow.state !== 'idle'} flowState={flow.state} />
+        <EncounterSidebar signed={isSigned} flowState={flow.state} preCheckCount={preCheckCount} />
         <div className="flex-1 max-w-5xl mx-auto p-6 space-y-6">
           <EncounterNote
             encounter={DEMO_ENCOUNTER}
             vitals={DEMO_VITALS}
             orders={dynamicOrders}
           />
+
+          {/* Pre-check readiness widget (visible in flagged state) */}
+          {flow.state === 'flagged' && flow.preCheckCriteria && (
+            <div className="animate-fade-slide-in">
+              <PAReadinessWidget
+                state="ready"
+                criteria={flow.preCheckCriteria}
+                order={{ code: '72148', name: 'MRI Lumbar Spine w/o Contrast' }}
+                payer="Blue Cross Blue Shield"
+                policyId="LCD L34220"
+              />
+            </div>
+          )}
+
           <div className="flex items-center justify-end gap-3">
             <button
               type="button"
@@ -62,17 +88,11 @@ export function EhrDemoPage() {
               <FileText className="h-4 w-4" aria-hidden="true" />
               Preview PA Form
             </button>
-            <button
-              type="button"
-              onClick={() => setPolicyCriteriaOpen(true)}
-              className="inline-flex items-center gap-2 rounded-lg border border-gray-300 bg-white px-4 py-2.5 text-sm font-medium text-gray-700 shadow-sm transition-colors hover:bg-gray-50"
-            >
-              <ClipboardList className="h-4 w-4" aria-hidden="true" />
-              View Policy Criteria
-            </button>
-            <SignEncounterButton onSign={() => flow.sign()} signed={flow.state !== 'idle'} />
+            <SignEncounterButton onSign={() => flow.sign()} signed={isSigned} />
           </div>
-          {flow.state !== 'idle' && (
+
+          {/* Post-sign PA results panel */}
+          {showPostSignPanel && (
             <div className="animate-fade-slide-in">
               <PAResultsPanel
                 state={flow.state}
@@ -110,12 +130,6 @@ export function EhrDemoPage() {
         staticUrl={BLANK_PA_FORM_URL}
         title="TX Standard PA Request Form (NOFR001)"
       />
-
-      {/* Policy criteria modal */}
-      <PolicyCriteriaModal
-        isOpen={policyCriteriaOpen}
-        onClose={() => setPolicyCriteriaOpen(false)}
-      />
     </div>
   );
 }

From 567059e5de7be3dcce54b98adac3845c56c366ab Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 14:42:02 -0800
Subject: [PATCH 04/10] fix: address CI failure and CodeRabbit review feedback

- Remove accidental lightningcss-darwin-arm64 direct dependency from
  root package.json that caused EBADPLATFORM on Linux CI runners
- Regenerate package-lock.json for cross-platform compatibility
- Fix race condition in useEhrDemoFlow: flag() now checks a cancellation
  ref after the delay so reset() prevents stale state transitions
- Align DEMO_PRECHECK_CRITERIA labels with LCD_L34220_POLICY labels
  (neurological vs neuro) and use exact Set-based matching in test

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/components/ehr/useEhrDemoFlow.ts      |    6 +-
 .../src/lib/__tests__/demoData.test.ts        |    5 +-
 apps/dashboard/src/lib/demoData.ts            |    2 +-
 package-lock.json                             | 1466 +++++++++--------
 package.json                                  |    1 -
 5 files changed, 796 insertions(+), 684 deletions(-)

diff --git a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
index 0a0718a..ddbb5a7 100644
--- a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
+++ b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
@@ -1,4 +1,4 @@
-import { useState, useCallback } from 'react';
+import { useState, useCallback, useRef } from 'react';
 import type { PARequest } from '@/api/graphqlService';
 import { DEMO_PA_RESULT, DEMO_PRECHECK_CRITERIA } from '@/lib/demoData';
 import type { PreCheckCriterion } from '@/lib/demoData';
@@ -31,10 +31,13 @@ export function useEhrDemoFlow(): EhrDemoFlow {
   const [paRequest, setPaRequest] = useState<PARequest | null>(null);
   const [preCheckCriteria, setPreCheckCriteria] = useState<PreCheckCriterion[] | null>(null);
   const [error, setError] = useState<string | null>(null);
+  const cancelledRef = useRef(false);
 
   const flag = useCallback(async () => {
     if (state !== 'idle') return;
+    cancelledRef.current = false;
     await delay(1500);
+    if (cancelledRef.current) return;
     setState('flagged');
     setPreCheckCriteria(DEMO_PRECHECK_CRITERIA);
   }, [state]);
@@ -87,6 +90,7 @@ export function useEhrDemoFlow(): EhrDemoFlow {
   }, [paRequest]);
 
   const reset = useCallback(() => {
+    cancelledRef.current = true;
     setState('idle');
     setPaRequest(null);
     setPreCheckCriteria(null);
diff --git a/apps/dashboard/src/lib/__tests__/demoData.test.ts b/apps/dashboard/src/lib/__tests__/demoData.test.ts
index 092b965..6ab6b4e 100644
--- a/apps/dashboard/src/lib/__tests__/demoData.test.ts
+++ b/apps/dashboard/src/lib/__tests__/demoData.test.ts
@@ -86,10 +86,9 @@ describe('demoData', () => {
   });
 
   it('DEMO_PRECHECK_CRITERIA_LabelsMatchLCDPolicy', () => {
-    const policyLabels = LCD_L34220_POLICY.criteria.map((c) => c.label);
+    const policyLabels = new Set(LCD_L34220_POLICY.criteria.map((c) => c.label));
     DEMO_PRECHECK_CRITERIA.forEach((c) => {
-      // Each pre-check label should correspond to a policy criterion
-      expect(policyLabels.some((pl) => pl.includes(c.label.substring(0, 10)))).toBe(true);
+      expect(policyLabels.has(c.label)).toBe(true);
     });
   });
 
diff --git a/apps/dashboard/src/lib/demoData.ts b/apps/dashboard/src/lib/demoData.ts
index 66ad940..f53506c 100644
--- a/apps/dashboard/src/lib/demoData.ts
+++ b/apps/dashboard/src/lib/demoData.ts
@@ -86,7 +86,7 @@ export const DEMO_PRECHECK_CRITERIA: PreCheckCriterion[] = [
     source: 'Problem List',
   },
   {
-    label: 'Red flag symptoms or progressive neuro deficit',
+    label: 'Red flag symptoms or progressive neurological deficit',
     status: 'indeterminate',
     gap: 'Requires encounter documentation — sign encounter to evaluate',
   },
diff --git a/package-lock.json b/package-lock.json
index 76d3e73..fcc543c 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -13,7 +13,6 @@
         "shared/validation"
       ],
       "dependencies": {
-        "lightningcss-darwin-arm64": "^1.31.1",
         "seroval": "^1.5.0"
       },
       "devDependencies": {
@@ -82,14 +81,19 @@
     },
     "apps/dashboard/node_modules/@types/node": {
       "version": "22.19.11",
-      "resolved": "https://registry.npmjs.org/@types/node/-/node-22.19.11.tgz",
-      "integrity": "sha512-BH7YwL6rA93ReqeQS1c4bsPpcfOmJasG+Fkr6Y59q83f9M1WcBRHR2vM+P9eOisYRcN3ujQoiZY8uk5W+1WL8w==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
         "undici-types": "~6.21.0"
       }
     },
+    "apps/dashboard/node_modules/undici-types": {
+      "version": "6.21.0",
+      "resolved": "https://registry.npmjs.org/undici-types/-/undici-types-6.21.0.tgz",
+      "integrity": "sha512-iwDZqg0QAGrg9Rav5H4n0M64c3mkR59cJ6wQp+7C4nI0gsmExaedaYLNO44eT4AtBBwjbTiGPMlt2Md0T9H9JQ==",
+      "dev": true,
+      "license": "MIT"
+    },
     "node_modules/@acemir/cssom": {
       "version": "0.9.31",
       "resolved": "https://registry.npmjs.org/@acemir/cssom/-/cssom-0.9.31.tgz",
@@ -712,9 +716,9 @@
       }
     },
     "node_modules/@csstools/color-helpers": {
-      "version": "6.0.1",
-      "resolved": "https://registry.npmjs.org/@csstools/color-helpers/-/color-helpers-6.0.1.tgz",
-      "integrity": "sha512-NmXRccUJMk2AWA5A7e5a//3bCIMyOu2hAtdRYrhPPHjDxINuCwX1w6rnIZ4xjLcp0ayv6h8Pc3X0eJUGiAAXHQ==",
+      "version": "6.0.2",
+      "resolved": "https://registry.npmjs.org/@csstools/color-helpers/-/color-helpers-6.0.2.tgz",
+      "integrity": "sha512-LMGQLS9EuADloEFkcTBR3BwV/CGHV7zyDxVRtVDTwdI2Ca4it0CCVTT9wCkxSgokjE5Ho41hEPgb8OEUwoXr6Q==",
       "dev": true,
       "funding": [
         {
@@ -756,9 +760,9 @@
       }
     },
     "node_modules/@csstools/css-color-parser": {
-      "version": "4.0.1",
-      "resolved": "https://registry.npmjs.org/@csstools/css-color-parser/-/css-color-parser-4.0.1.tgz",
-      "integrity": "sha512-vYwO15eRBEkeF6xjAno/KQ61HacNhfQuuU/eGwH67DplL0zD5ZixUa563phQvUelA07yDczIXdtmYojCphKJcw==",
+      "version": "4.0.2",
+      "resolved": "https://registry.npmjs.org/@csstools/css-color-parser/-/css-color-parser-4.0.2.tgz",
+      "integrity": "sha512-0GEfbBLmTFf0dJlpsNU7zwxRIH0/BGEMuXLTCvFYxuL1tNhqzTbtnFICyJLTNK4a+RechKP75e7w42ClXSnJQw==",
       "dev": true,
       "funding": [
         {
@@ -772,8 +776,8 @@
       ],
       "license": "MIT",
       "dependencies": {
-        "@csstools/color-helpers": "^6.0.1",
-        "@csstools/css-calc": "^3.0.0"
+        "@csstools/color-helpers": "^6.0.2",
+        "@csstools/css-calc": "^3.1.1"
       },
       "engines": {
         "node": ">=20.19.0"
@@ -807,9 +811,9 @@
       }
     },
     "node_modules/@csstools/css-syntax-patches-for-csstree": {
-      "version": "1.0.27",
-      "resolved": "https://registry.npmjs.org/@csstools/css-syntax-patches-for-csstree/-/css-syntax-patches-for-csstree-1.0.27.tgz",
-      "integrity": "sha512-sxP33Jwg1bviSUXAV43cVYdmjt2TLnLXNqCWl9xmxHawWVjGz/kEbdkr7F9pxJNBN2Mh+dq0crgItbW6tQvyow==",
+      "version": "1.1.0",
+      "resolved": "https://registry.npmjs.org/@csstools/css-syntax-patches-for-csstree/-/css-syntax-patches-for-csstree-1.1.0.tgz",
+      "integrity": "sha512-H4tuz2nhWgNKLt1inYpoVCfbJbMwX/lQKp3g69rrrIMIYlFD9+zTykOKhNR8uGrAmbS/kT9n6hTFkmDkxLgeTA==",
       "dev": true,
       "funding": [
         {
@@ -1328,15 +1332,15 @@
       }
     },
     "node_modules/@eslint/config-array": {
-      "version": "0.21.1",
-      "resolved": "https://registry.npmjs.org/@eslint/config-array/-/config-array-0.21.1.tgz",
-      "integrity": "sha512-aw1gNayWpdI/jSYVgzN5pL0cfzU02GT3NBpeT/DXbx1/1x7ZKxFPd9bwrzygx/qiwIQiJ1sw/zD8qY/kRvlGHA==",
+      "version": "0.21.2",
+      "resolved": "https://registry.npmjs.org/@eslint/config-array/-/config-array-0.21.2.tgz",
+      "integrity": "sha512-nJl2KGTlrf9GjLimgIru+V/mzgSK0ABCDQRvxw5BjURL7WfH5uoWmizbH7QB6MmnMBd8cIC9uceWnezL1VZWWw==",
       "dev": true,
       "license": "Apache-2.0",
       "dependencies": {
         "@eslint/object-schema": "^2.1.7",
         "debug": "^4.3.1",
-        "minimatch": "^3.1.2"
+        "minimatch": "^3.1.5"
       },
       "engines": {
         "node": "^18.18.0 || ^20.9.0 || >=21.1.0"
@@ -1354,9 +1358,9 @@
       }
     },
     "node_modules/@eslint/config-array/node_modules/minimatch": {
-      "version": "3.1.2",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-3.1.2.tgz",
-      "integrity": "sha512-J7p63hRiAjw1NDEww1W7i37+ByIrOWO5XQQAzZ3VOcL0PNybwpfmV/N05zFAzwQ9USyEcX6t3UO+K5aqBQOIHw==",
+      "version": "3.1.5",
+      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-3.1.5.tgz",
+      "integrity": "sha512-VgjWUsnnT6n+NUk6eZq77zeFdpW2LWDzP6zFGrCbHXiYNul5Dzqk2HHQ5uFH2DNW5Xbp8+jVzaeNt94ssEEl4w==",
       "dev": true,
       "license": "ISC",
       "dependencies": {
@@ -1393,20 +1397,20 @@
       }
     },
     "node_modules/@eslint/eslintrc": {
-      "version": "3.3.3",
-      "resolved": "https://registry.npmjs.org/@eslint/eslintrc/-/eslintrc-3.3.3.tgz",
-      "integrity": "sha512-Kr+LPIUVKz2qkx1HAMH8q1q6azbqBAsXJUxBl/ODDuVPX45Z9DfwB8tPjTi6nNZ8BuM3nbJxC5zCAg5elnBUTQ==",
+      "version": "3.3.5",
+      "resolved": "https://registry.npmjs.org/@eslint/eslintrc/-/eslintrc-3.3.5.tgz",
+      "integrity": "sha512-4IlJx0X0qftVsN5E+/vGujTRIFtwuLbNsVUe7TO6zYPDR1O6nFwvwhIKEKSrl6dZchmYBITazxKoUYOjdtjlRg==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "ajv": "^6.12.4",
+        "ajv": "^6.14.0",
         "debug": "^4.3.2",
         "espree": "^10.0.1",
         "globals": "^14.0.0",
         "ignore": "^5.2.0",
         "import-fresh": "^3.2.1",
         "js-yaml": "^4.1.1",
-        "minimatch": "^3.1.2",
+        "minimatch": "^3.1.5",
         "strip-json-comments": "^3.1.1"
       },
       "engines": {
@@ -1452,9 +1456,9 @@
       "license": "MIT"
     },
     "node_modules/@eslint/eslintrc/node_modules/minimatch": {
-      "version": "3.1.2",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-3.1.2.tgz",
-      "integrity": "sha512-J7p63hRiAjw1NDEww1W7i37+ByIrOWO5XQQAzZ3VOcL0PNybwpfmV/N05zFAzwQ9USyEcX6t3UO+K5aqBQOIHw==",
+      "version": "3.1.5",
+      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-3.1.5.tgz",
+      "integrity": "sha512-VgjWUsnnT6n+NUk6eZq77zeFdpW2LWDzP6zFGrCbHXiYNul5Dzqk2HHQ5uFH2DNW5Xbp8+jVzaeNt94ssEEl4w==",
       "dev": true,
       "license": "ISC",
       "dependencies": {
@@ -1465,9 +1469,9 @@
       }
     },
     "node_modules/@eslint/js": {
-      "version": "9.39.3",
-      "resolved": "https://registry.npmjs.org/@eslint/js/-/js-9.39.3.tgz",
-      "integrity": "sha512-1B1VkCq6FuUNlQvlBYb+1jDu/gV297TIs/OeiaSR9l1H27SVW55ONE1e1Vp16NqP683+xEGzxYtv4XCiDPaQiw==",
+      "version": "9.39.4",
+      "resolved": "https://registry.npmjs.org/@eslint/js/-/js-9.39.4.tgz",
+      "integrity": "sha512-nE7DEIchvtiFTwBw4Lfbu59PG+kCofhjsKaCWzxTpt4lfRjRMqG6uMBzKXuEcyXhOHoUp9riAm7/aWYGhXZ9cw==",
       "dev": true,
       "license": "MIT",
       "engines": {
@@ -1502,9 +1506,9 @@
       }
     },
     "node_modules/@exodus/bytes": {
-      "version": "1.14.1",
-      "resolved": "https://registry.npmjs.org/@exodus/bytes/-/bytes-1.14.1.tgz",
-      "integrity": "sha512-OhkBFWI6GcRMUroChZiopRiSp2iAMvEBK47NhJooDqz1RERO4QuZIZnjP63TXX8GAiLABkYmX+fuQsdJ1dd2QQ==",
+      "version": "1.15.0",
+      "resolved": "https://registry.npmjs.org/@exodus/bytes/-/bytes-1.15.0.tgz",
+      "integrity": "sha512-UY0nlA+feH81UGSHv92sLEPLCeZFjXOuHhrIo0HQydScuQc8s0A7kL/UdgwgDq8g8ilksmuoF35YVTNphV2aBQ==",
       "dev": true,
       "license": "MIT",
       "engines": {
@@ -1527,31 +1531,31 @@
       "license": "MIT"
     },
     "node_modules/@floating-ui/core": {
-      "version": "1.7.4",
-      "resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.7.4.tgz",
-      "integrity": "sha512-C3HlIdsBxszvm5McXlB8PeOEWfBhcGBTZGkGlWc2U0KFY5IwG5OQEuQ8rq52DZmcHDlPLd+YFBK+cZcytwIFWg==",
+      "version": "1.7.5",
+      "resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.7.5.tgz",
+      "integrity": "sha512-1Ih4WTWyw0+lKyFMcBHGbb5U5FtuHJuujoyyr5zTaWS5EYMeT6Jb2AuDeftsCsEuchO+mM2ij5+q9crhydzLhQ==",
       "license": "MIT",
       "dependencies": {
-        "@floating-ui/utils": "^0.2.10"
+        "@floating-ui/utils": "^0.2.11"
       }
     },
     "node_modules/@floating-ui/dom": {
-      "version": "1.7.5",
-      "resolved": "https://registry.npmjs.org/@floating-ui/dom/-/dom-1.7.5.tgz",
-      "integrity": "sha512-N0bD2kIPInNHUHehXhMke1rBGs1dwqvC9O9KYMyyjK7iXt7GAhnro7UlcuYcGdS/yYOlq0MAVgrow8IbWJwyqg==",
+      "version": "1.7.6",
+      "resolved": "https://registry.npmjs.org/@floating-ui/dom/-/dom-1.7.6.tgz",
+      "integrity": "sha512-9gZSAI5XM36880PPMm//9dfiEngYoC6Am2izES1FF406YFsjvyBMmeJ2g4SAju3xWwtuynNRFL2s9hgxpLI5SQ==",
       "license": "MIT",
       "dependencies": {
-        "@floating-ui/core": "^1.7.4",
-        "@floating-ui/utils": "^0.2.10"
+        "@floating-ui/core": "^1.7.5",
+        "@floating-ui/utils": "^0.2.11"
       }
     },
     "node_modules/@floating-ui/react-dom": {
-      "version": "2.1.7",
-      "resolved": "https://registry.npmjs.org/@floating-ui/react-dom/-/react-dom-2.1.7.tgz",
-      "integrity": "sha512-0tLRojf/1Go2JgEVm+3Frg9A3IW8bJgKgdO0BN5RkF//ufuz2joZM63Npau2ff3J6lUVYgDSNzNkR+aH3IVfjg==",
+      "version": "2.1.8",
+      "resolved": "https://registry.npmjs.org/@floating-ui/react-dom/-/react-dom-2.1.8.tgz",
+      "integrity": "sha512-cC52bHwM/n/CxS87FH0yWdngEZrjdtLW/qVruo68qg+prK7ZQ4YGdut2GyDVpoGeAYe/h899rVeOVm6Oi40k2A==",
       "license": "MIT",
       "dependencies": {
-        "@floating-ui/dom": "^1.7.5"
+        "@floating-ui/dom": "^1.7.6"
       },
       "peerDependencies": {
         "react": ">=16.8.0",
@@ -1559,22 +1563,22 @@
       }
     },
     "node_modules/@floating-ui/utils": {
-      "version": "0.2.10",
-      "resolved": "https://registry.npmjs.org/@floating-ui/utils/-/utils-0.2.10.tgz",
-      "integrity": "sha512-aGTxbpbg8/b5JfU1HXSrbH3wXZuLPJcNEcZQFMxLs3oSzgtVu6nFPkbbGGUvBcUjKV2YyB9Wxxabo+HEH9tcRQ==",
+      "version": "0.2.11",
+      "resolved": "https://registry.npmjs.org/@floating-ui/utils/-/utils-0.2.11.tgz",
+      "integrity": "sha512-RiB/yIh78pcIxl6lLMG0CgBXAZ2Y0eVHqMPYugu+9U0AeT6YBeiJpf7lbdJNIugFP5SIjwNRgo4DhR1Qxi26Gg==",
       "license": "MIT"
     },
     "node_modules/@gerrit0/mini-shiki": {
-      "version": "3.22.0",
-      "resolved": "https://registry.npmjs.org/@gerrit0/mini-shiki/-/mini-shiki-3.22.0.tgz",
-      "integrity": "sha512-jMpciqEVUBKE1QwU64S4saNMzpsSza6diNCk4MWAeCxO2+LFi2FIFmL2S0VDLzEJCxuvCbU783xi8Hp/gkM5CQ==",
+      "version": "3.23.0",
+      "resolved": "https://registry.npmjs.org/@gerrit0/mini-shiki/-/mini-shiki-3.23.0.tgz",
+      "integrity": "sha512-bEMORlG0cqdjVyCEuU0cDQbORWX+kYCeo0kV1lbxF5bt4r7SID2l9bqsxJEM0zndaxpOUT7riCyIVEuqq/Ynxg==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "@shikijs/engine-oniguruma": "^3.22.0",
-        "@shikijs/langs": "^3.22.0",
-        "@shikijs/themes": "^3.22.0",
-        "@shikijs/types": "^3.22.0",
+        "@shikijs/engine-oniguruma": "^3.23.0",
+        "@shikijs/langs": "^3.23.0",
+        "@shikijs/themes": "^3.23.0",
+        "@shikijs/types": "^3.23.0",
         "@shikijs/vscode-textmate": "^10.0.2"
       }
     },
@@ -1704,14 +1708,52 @@
         "url": "https://github.com/chalk/ansi-regex?sponsor=1"
       }
     },
+    "node_modules/@isaacs/cliui/node_modules/ansi-styles": {
+      "version": "6.2.3",
+      "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-6.2.3.tgz",
+      "integrity": "sha512-4Dj6M28JB+oAH8kFkTLUo+a2jwOFkuqb3yucU0CANcRRUbxS0cP0nZYCGjcc3BNXwRIsUVmDGgzawme7zvJHvg==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/chalk/ansi-styles?sponsor=1"
+      }
+    },
+    "node_modules/@isaacs/cliui/node_modules/emoji-regex": {
+      "version": "9.2.2",
+      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-9.2.2.tgz",
+      "integrity": "sha512-L18DaJsXSUk2+42pv8mLs5jJT2hqFkFE4j21wOmgbUqsZ2hL72NsUU785g9RXgo3s0ZNgVl42TiHp3ZtOv/Vyg==",
+      "dev": true,
+      "license": "MIT"
+    },
+    "node_modules/@isaacs/cliui/node_modules/string-width": {
+      "version": "5.1.2",
+      "resolved": "https://registry.npmjs.org/string-width/-/string-width-5.1.2.tgz",
+      "integrity": "sha512-HnLOCR3vjcY8beoNLtcjZ5/nxn2afmME6lhrDrebokqMap+XbeW8n9TXpPDOqdGK5qcI3oT0GKTW6wC7EMiVqA==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "eastasianwidth": "^0.2.0",
+        "emoji-regex": "^9.2.2",
+        "strip-ansi": "^7.0.1"
+      },
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
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       "engines": {
         "node": ">=18"
       }
     },
+    "node_modules/test-exclude/node_modules/balanced-match": {
+      "version": "4.0.4",
+      "resolved": "https://registry.npmjs.org/balanced-match/-/balanced-match-4.0.4.tgz",
+      "integrity": "sha512-BLrgEcRTwX2o6gGxGOCNyMvGSp35YofuYzw9h1IMTRmKqttAZZVU67bdb9Pr2vUHA8+j3i2tJfjO6C6+4myGTA==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": "18 || 20 || >=22"
+      }
+    },
+    "node_modules/test-exclude/node_modules/brace-expansion": {
+      "version": "5.0.4",
+      "resolved": "https://registry.npmjs.org/brace-expansion/-/brace-expansion-5.0.4.tgz",
+      "integrity": "sha512-h+DEnpVvxmfVefa4jFbCf5HdH5YMDXRsmKflpf1pILZWRFlTbJpxeU55nJl4Smt5HQaGzg1o6RHFPJaOqnmBDg==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "balanced-match": "^4.0.2"
+      },
+      "engines": {
+        "node": "18 || 20 || >=22"
+      }
+    },
     "node_modules/test-exclude/node_modules/minimatch": {
-      "version": "9.0.5",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-9.0.5.tgz",
-      "integrity": "sha512-G6T0ZX48xgozx7587koeX9Ys2NYy6Gmv//P89sEte9V9whIapMNF4idKxnW2QtCcLiTWlb/wfCabAtAFWhhBow==",
+      "version": "10.2.4",
+      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-10.2.4.tgz",
+      "integrity": "sha512-oRjTw/97aTBN0RHbYCdtF1MQfvusSIBQM0IZEgzl6426+8jSC0nF1a/GmnVLpfB9yyr6g6FTqWqiZVbxrtaCIg==",
       "dev": true,
-      "license": "ISC",
+      "license": "BlueOak-1.0.0",
       "dependencies": {
-        "brace-expansion": "^2.0.1"
+        "brace-expansion": "^5.0.2"
       },
       "engines": {
-        "node": ">=16 || 14 >=14.17"
+        "node": "18 || 20 || >=22"
       },
       "funding": {
         "url": "https://github.com/sponsors/isaacs"
@@ -10259,7 +10491,7 @@
       "version": "0.2.15",
       "resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.15.tgz",
       "integrity": "sha512-j2Zq4NyQYG5XMST4cbs02Ak8iJUdxRM0XI5QyxXuZOzKOINmWurp3smXu3y5wDcJrptwpSjgXHzIQxR0omXljQ==",
-      "devOptional": true,
+      "dev": true,
       "license": "MIT",
       "dependencies": {
         "fdir": "^6.5.0",
@@ -10272,29 +10504,11 @@
         "url": "https://github.com/sponsors/SuperchupuDev"
       }
     },
-    "node_modules/tinyglobby/node_modules/fdir": {
-      "version": "6.5.0",
-      "resolved": "https://registry.npmjs.org/fdir/-/fdir-6.5.0.tgz",
-      "integrity": "sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg==",
-      "devOptional": true,
-      "license": "MIT",
-      "engines": {
-        "node": ">=12.0.0"
-      },
-      "peerDependencies": {
-        "picomatch": "^3 || ^4"
-      },
-      "peerDependenciesMeta": {
-        "picomatch": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/tinyglobby/node_modules/picomatch": {
       "version": "4.0.3",
       "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
       "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
-      "devOptional": true,
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -10334,22 +10548,22 @@
       }
     },
     "node_modules/tldts": {
-      "version": "7.0.23",
-      "resolved": "https://registry.npmjs.org/tldts/-/tldts-7.0.23.tgz",
-      "integrity": "sha512-ASdhgQIBSay0R/eXggAkQ53G4nTJqTXqC2kbaBbdDwM7SkjyZyO0OaaN1/FH7U/yCeqOHDwFO5j8+Os/IS1dXw==",
+      "version": "7.0.25",
+      "resolved": "https://registry.npmjs.org/tldts/-/tldts-7.0.25.tgz",
+      "integrity": "sha512-keinCnPbwXEUG3ilrWQZU+CqcTTzHq9m2HhoUP2l7Xmi8l1LuijAXLpAJ5zRW+ifKTNscs4NdCkfkDCBYm352w==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "tldts-core": "^7.0.23"
+        "tldts-core": "^7.0.25"
       },
       "bin": {
         "tldts": "bin/cli.js"
       }
     },
     "node_modules/tldts-core": {
-      "version": "7.0.23",
-      "resolved": "https://registry.npmjs.org/tldts-core/-/tldts-core-7.0.23.tgz",
-      "integrity": "sha512-0g9vrtDQLrNIiCj22HSe9d4mLVG3g5ph5DZ8zCKBr4OtrspmNB6ss7hVyzArAeE88ceZocIEGkyW1Ime7fxPtQ==",
+      "version": "7.0.25",
+      "resolved": "https://registry.npmjs.org/tldts-core/-/tldts-core-7.0.25.tgz",
+      "integrity": "sha512-ZjCZK0rppSBu7rjHYDYsEaMOIbbT+nWF57hKkv4IUmZWBNrBWBOjIElc0mKRgLM8bm7x/BBlof6t2gi/Oq/Asw==",
       "dev": true,
       "license": "MIT"
     },
@@ -11049,13 +11263,13 @@
       }
     },
     "node_modules/typedoc/node_modules/minimatch": {
-      "version": "9.0.5",
-      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-9.0.5.tgz",
-      "integrity": "sha512-G6T0ZX48xgozx7587koeX9Ys2NYy6Gmv//P89sEte9V9whIapMNF4idKxnW2QtCcLiTWlb/wfCabAtAFWhhBow==",
+      "version": "9.0.9",
+      "resolved": "https://registry.npmjs.org/minimatch/-/minimatch-9.0.9.tgz",
+      "integrity": "sha512-OBwBN9AL4dqmETlpS2zasx+vTeWclWzkblfZk7KTA5j3jeOONz/tRCnZomUyvNg83wL5Zv9Ss6HMJXAgL8R2Yg==",
       "dev": true,
       "license": "ISC",
       "dependencies": {
-        "brace-expansion": "^2.0.1"
+        "brace-expansion": "^2.0.2"
       },
       "engines": {
         "node": ">=16 || 14 >=14.17"
@@ -11079,16 +11293,16 @@
       }
     },
     "node_modules/typescript-eslint": {
-      "version": "8.56.0",
-      "resolved": "https://registry.npmjs.org/typescript-eslint/-/typescript-eslint-8.56.0.tgz",
-      "integrity": "sha512-c7toRLrotJ9oixgdW7liukZpsnq5CZ7PuKztubGYlNppuTqhIoWfhgHo/7EU0v06gS2l/x0i2NEFK1qMIf0rIg==",
+      "version": "8.56.1",
+      "resolved": "https://registry.npmjs.org/typescript-eslint/-/typescript-eslint-8.56.1.tgz",
+      "integrity": "sha512-U4lM6pjmBX7J5wk4szltF7I1cGBHXZopnAXCMXb3+fZ3B/0Z3hq3wS/CCUB2NZBNAExK92mCU2tEohWuwVMsDQ==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "@typescript-eslint/eslint-plugin": "8.56.0",
-        "@typescript-eslint/parser": "8.56.0",
-        "@typescript-eslint/typescript-estree": "8.56.0",
-        "@typescript-eslint/utils": "8.56.0"
+        "@typescript-eslint/eslint-plugin": "8.56.1",
+        "@typescript-eslint/parser": "8.56.1",
+        "@typescript-eslint/typescript-estree": "8.56.1",
+        "@typescript-eslint/utils": "8.56.1"
       },
       "engines": {
         "node": "^18.18.0 || ^20.9.0 || >=21.1.0"
@@ -11129,9 +11343,9 @@
       }
     },
     "node_modules/undici-types": {
-      "version": "6.21.0",
-      "resolved": "https://registry.npmjs.org/undici-types/-/undici-types-6.21.0.tgz",
-      "integrity": "sha512-iwDZqg0QAGrg9Rav5H4n0M64c3mkR59cJ6wQp+7C4nI0gsmExaedaYLNO44eT4AtBBwjbTiGPMlt2Md0T9H9JQ==",
+      "version": "7.18.2",
+      "resolved": "https://registry.npmjs.org/undici-types/-/undici-types-7.18.2.tgz",
+      "integrity": "sha512-AsuCzffGHJybSaRrmr5eHr81mwJU3kjw6M+uprWvCXiNeN9SOGwQ3Jn8jb8m3Z6izVgknn1R0FTCEAP2QrLY/w==",
       "dev": true,
       "license": "MIT"
     },
@@ -11304,7 +11518,7 @@
       "version": "6.4.1",
       "resolved": "https://registry.npmjs.org/vite/-/vite-6.4.1.tgz",
       "integrity": "sha512-+Oxm7q9hDoLMyJOYfUYBuHQo+dkAloi33apOPP56pzj+vsdJDzr+j1NISE5pyaAuKL4A3UD34qd0lx5+kfKp2g==",
-      "devOptional": true,
+      "dev": true,
       "license": "MIT",
       "dependencies": {
         "esbuild": "^0.25.0",
@@ -11398,29 +11612,11 @@
         "url": "https://opencollective.com/vitest"
       }
     },
-    "node_modules/vite/node_modules/fdir": {
-      "version": "6.5.0",
-      "resolved": "https://registry.npmjs.org/fdir/-/fdir-6.5.0.tgz",
-      "integrity": "sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg==",
-      "devOptional": true,
-      "license": "MIT",
-      "engines": {
-        "node": ">=12.0.0"
-      },
-      "peerDependencies": {
-        "picomatch": "^3 || ^4"
-      },
-      "peerDependenciesMeta": {
-        "picomatch": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/vite/node_modules/picomatch": {
       "version": "4.0.3",
       "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
       "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
-      "devOptional": true,
+      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -11701,18 +11897,18 @@
       }
     },
     "node_modules/wrap-ansi": {
-      "version": "8.1.0",
-      "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-8.1.0.tgz",
-      "integrity": "sha512-si7QWI6zUMq56bESFvagtmzMdGOtoxfR+Sez11Mobfc7tm+VkUckk9bW2UeffTGVUbOksxmSw0AA2gs8g71NCQ==",
+      "version": "7.0.0",
+      "resolved": "https://registry.npmjs.org/wrap-ansi/-/wrap-ansi-7.0.0.tgz",
+      "integrity": "sha512-YVGIj2kamLSTxw6NsZjoBxfSwsn0ycdesmc4p+Q21c5zPuZ1pl+NfxVdxPtdHvmNVOQ6XSYG4AUtyt/Fi7D16Q==",
       "dev": true,
       "license": "MIT",
       "dependencies": {
-        "ansi-styles": "^6.1.0",
-        "string-width": "^5.0.1",
-        "strip-ansi": "^7.0.1"
+        "ansi-styles": "^4.0.0",
+        "string-width": "^4.1.0",
+        "strip-ansi": "^6.0.0"
       },
       "engines": {
-        "node": ">=12"
+        "node": ">=10"
       },
       "funding": {
         "url": "https://github.com/chalk/wrap-ansi?sponsor=1"
@@ -11737,70 +11933,6 @@
         "url": "https://github.com/chalk/wrap-ansi?sponsor=1"
       }
     },
-    "node_modules/wrap-ansi-cjs/node_modules/emoji-regex": {
-      "version": "8.0.0",
-      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-8.0.0.tgz",
-      "integrity": "sha512-MSjYzcWNOA0ewAHpz0MxpYFvwg6yjy1NG3xteoqz644VCo/RPgnr1/GGt+ic3iJTzQ8Eu3TdM14SawnVUmGE6A==",
-      "dev": true,
-      "license": "MIT"
-    },
-    "node_modules/wrap-ansi-cjs/node_modules/string-width": {
-      "version": "4.2.3",
-      "resolved": "https://registry.npmjs.org/string-width/-/string-width-4.2.3.tgz",
-      "integrity": "sha512-wKyQRQpjJ0sIp62ErSZdGsjMJWsap5oRNihHhu6G7JVO/9jIB6UyevL+tXuOqrng8j/cxKTWyWUwvSTriiZz/g==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "emoji-regex": "^8.0.0",
-        "is-fullwidth-code-point": "^3.0.0",
-        "strip-ansi": "^6.0.1"
-      },
-      "engines": {
-        "node": ">=8"
-      }
-    },
-    "node_modules/wrap-ansi/node_modules/ansi-regex": {
-      "version": "6.2.2",
-      "resolved": "https://registry.npmjs.org/ansi-regex/-/ansi-regex-6.2.2.tgz",
-      "integrity": "sha512-Bq3SmSpyFHaWjPk8If9yc6svM8c56dB5BAtW4Qbw5jHTwwXXcTLoRMkpDJp6VL0XzlWaCHTXrkFURMYmD0sLqg==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": ">=12"
-      },
-      "funding": {
-        "url": "https://github.com/chalk/ansi-regex?sponsor=1"
-      }
-    },
-    "node_modules/wrap-ansi/node_modules/ansi-styles": {
-      "version": "6.2.3",
-      "resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-6.2.3.tgz",
-      "integrity": "sha512-4Dj6M28JB+oAH8kFkTLUo+a2jwOFkuqb3yucU0CANcRRUbxS0cP0nZYCGjcc3BNXwRIsUVmDGgzawme7zvJHvg==",
-      "dev": true,
-      "license": "MIT",
-      "engines": {
-        "node": ">=12"
-      },
-      "funding": {
-        "url": "https://github.com/chalk/ansi-styles?sponsor=1"
-      }
-    },
-    "node_modules/wrap-ansi/node_modules/strip-ansi": {
-      "version": "7.1.2",
-      "resolved": "https://registry.npmjs.org/strip-ansi/-/strip-ansi-7.1.2.tgz",
-      "integrity": "sha512-gmBGslpoQJtgnMAvOVqGZpEz9dyoKTCzy2nfz/n8aIFhN/jCE/rCmcxabB6jOOHV+0WNnylOxaxBQPSvcWklhA==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "ansi-regex": "^6.0.1"
-      },
-      "engines": {
-        "node": ">=12"
-      },
-      "funding": {
-        "url": "https://github.com/chalk/strip-ansi?sponsor=1"
-      }
-    },
     "node_modules/ws": {
       "version": "8.19.0",
       "resolved": "https://registry.npmjs.org/ws/-/ws-8.19.0.tgz",
@@ -11901,28 +12033,6 @@
         "node": ">=12"
       }
     },
-    "node_modules/yargs/node_modules/emoji-regex": {
-      "version": "8.0.0",
-      "resolved": "https://registry.npmjs.org/emoji-regex/-/emoji-regex-8.0.0.tgz",
-      "integrity": "sha512-MSjYzcWNOA0ewAHpz0MxpYFvwg6yjy1NG3xteoqz644VCo/RPgnr1/GGt+ic3iJTzQ8Eu3TdM14SawnVUmGE6A==",
-      "dev": true,
-      "license": "MIT"
-    },
-    "node_modules/yargs/node_modules/string-width": {
-      "version": "4.2.3",
-      "resolved": "https://registry.npmjs.org/string-width/-/string-width-4.2.3.tgz",
-      "integrity": "sha512-wKyQRQpjJ0sIp62ErSZdGsjMJWsap5oRNihHhu6G7JVO/9jIB6UyevL+tXuOqrng8j/cxKTWyWUwvSTriiZz/g==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "emoji-regex": "^8.0.0",
-        "is-fullwidth-code-point": "^3.0.0",
-        "strip-ansi": "^6.0.1"
-      },
-      "engines": {
-        "node": ">=8"
-      }
-    },
     "node_modules/yocto-queue": {
       "version": "0.1.0",
       "resolved": "https://registry.npmjs.org/yocto-queue/-/yocto-queue-0.1.0.tgz",
diff --git a/package.json b/package.json
index 563fbaf..e89ed93 100644
--- a/package.json
+++ b/package.json
@@ -38,7 +38,6 @@
     "@tanstack/router-core": "1.131.35"
   },
   "dependencies": {
-    "lightningcss-darwin-arm64": "^1.31.1",
     "seroval": "^1.5.0"
   }
 }

From 83ec27421ffa917cdb5e81a3277c13a9de7a1d3d Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 14:44:43 -0800
Subject: [PATCH 05/10] fix: resolve lint errors and sync schema drift

- Remove unused DEMO_PA_RESULT_SOURCES import from PAResultsPanel test
- Remove unused 'within' import from analysis-criteria-dialog test
- Run sync:schemas to resolve schema drift in generated files

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/api/generated/analysis/analysis.ts    | 35 ++++++++-----
 .../src/api/generated/intelligence.schemas.ts | 23 +++++++++
 .../ehr/__tests__/PAResultsPanel.test.tsx     |  2 +-
 .../analysis-criteria-dialog.test.tsx         |  2 +-
 .../Models/Generated/IntelligenceTypes.cs     | 48 ++++++++++++++++++
 apps/intelligence/openapi.json                | 50 +++++++++++++++++--
 shared/schemas/intelligence.openapi.json      | 50 +++++++++++++++++--
 shared/types/src/generated/intelligence.ts    | 43 ++++++++++++++--
 8 files changed, 228 insertions(+), 25 deletions(-)

diff --git a/apps/dashboard/src/api/generated/analysis/analysis.ts b/apps/dashboard/src/api/generated/analysis/analysis.ts
index 4ee815d..a528de8 100644
--- a/apps/dashboard/src/api/generated/analysis/analysis.ts
+++ b/apps/dashboard/src/api/generated/analysis/analysis.ts
@@ -21,6 +21,7 @@ import type {
 } from '@tanstack/react-query';
 
 import type {
+  AnalyzeAnalyzePostParams,
   AnalyzeRequest,
   AnalyzeWithDocumentsAnalyzeWithDocumentsPostParams,
   BodyAnalyzeWithDocumentsAnalyzeWithDocumentsPost,
@@ -36,6 +37,8 @@ import type {
  * Analyze clinical data and generate PA form response.
 
 Uses LLM to extract evidence from clinical data and generate PA form.
+Resolves policy from registry; unknown CPT codes fall back to generic policy.
+When demo=True and procedure_code is 72148, returns a canned demo response.
  * @summary Analyze
  */
 export type analyzeAnalyzePostResponse200 = {
@@ -57,17 +60,25 @@ export type analyzeAnalyzePostResponseError = (analyzeAnalyzePostResponse422) &
 
 export type analyzeAnalyzePostResponse = (analyzeAnalyzePostResponseSuccess | analyzeAnalyzePostResponseError)
 
-export const getAnalyzeAnalyzePostUrl = () => {
+export const getAnalyzeAnalyzePostUrl = (params?: AnalyzeAnalyzePostParams,) => {
+  const normalizedParams = new URLSearchParams();
 
+  Object.entries(params || {}).forEach(([key, value]) => {
+    
+    if (value !== undefined) {
+      normalizedParams.append(key, value === null ? 'null' : value.toString())
+    }
+  });
 
-  
+  const stringifiedParams = normalizedParams.toString();
 
-  return `http://localhost:8000/analyze`
+  return stringifiedParams.length > 0 ? `http://localhost:8000/analyze?${stringifiedParams}` : `http://localhost:8000/analyze`
 }
 
-export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {
+export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest,
+    params?: AnalyzeAnalyzePostParams, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {
   
-  const res = await fetch(getAnalyzeAnalyzePostUrl(),
+  const res = await fetch(getAnalyzeAnalyzePostUrl(params),
   {      
     ...options,
     method: 'POST',
@@ -87,8 +98,8 @@ export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest, options
 
 
 export const getAnalyzeAnalyzePostMutationOptions = <TError = HTTPValidationError,
-    TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext>, fetch?: RequestInit}
-): UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext> => {
+    TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext>, fetch?: RequestInit}
+): UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext> => {
 
 const mutationKey = ['analyzeAnalyzePost'];
 const {mutation: mutationOptions, fetch: fetchOptions} = options ?
@@ -100,10 +111,10 @@ const {mutation: mutationOptions, fetch: fetchOptions} = options ?
       
 
 
-      const mutationFn: MutationFunction<Awaited<ReturnType<typeof analyzeAnalyzePost>>, {data: AnalyzeRequest}> = (props) => {
-          const {data} = props ?? {};
+      const mutationFn: MutationFunction<Awaited<ReturnType<typeof analyzeAnalyzePost>>, {data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}> = (props) => {
+          const {data,params} = props ?? {};
 
-          return  analyzeAnalyzePost(data,fetchOptions)
+          return  analyzeAnalyzePost(data,params,fetchOptions)
         }
 
         
@@ -119,11 +130,11 @@ const {mutation: mutationOptions, fetch: fetchOptions} = options ?
  * @summary Analyze
  */
 export const useAnalyzeAnalyzePost = <TError = HTTPValidationError,
-    TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext>, fetch?: RequestInit}
+    TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext>, fetch?: RequestInit}
  ): UseMutationResult<
         Awaited<ReturnType<typeof analyzeAnalyzePost>>,
         TError,
-        {data: AnalyzeRequest},
+        {data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams},
         TContext
       > => {
 
diff --git a/apps/dashboard/src/api/generated/intelligence.schemas.ts b/apps/dashboard/src/api/generated/intelligence.schemas.ts
index cd7f46f..e84b4de 100644
--- a/apps/dashboard/src/api/generated/intelligence.schemas.ts
+++ b/apps/dashboard/src/api/generated/intelligence.schemas.ts
@@ -45,6 +45,8 @@ export const EvidenceItemStatus = {
 export interface EvidenceItem {
   /** ID of the policy criterion */
   criterion_id: string;
+  /** Human-readable criterion label */
+  criterion_label?: string;
   /** Criterion status */
   status: EvidenceItemStatus;
   /** Extracted evidence text */
@@ -81,6 +83,16 @@ export const PAFormResponseRecommendation = {
  */
 export type PAFormResponseFieldMappings = {[key: string]: string};
 
+/**
+ * Policy identifier
+ */
+export type PAFormResponsePolicyId = string | null;
+
+/**
+ * LCD article reference
+ */
+export type PAFormResponseLcdReference = string | null;
+
 /**
  * Complete PA form response from analysis.
  */
@@ -109,6 +121,10 @@ export interface PAFormResponse {
   confidence_score: number;
   /** PDF field name to value mappings */
   field_mappings: PAFormResponseFieldMappings;
+  /** Policy identifier */
+  policy_id?: PAFormResponsePolicyId;
+  /** LCD article reference */
+  lcd_reference?: PAFormResponseLcdReference;
 }
 
 export type ValidationErrorLocItem = string | number;
@@ -119,6 +135,13 @@ export interface ValidationError {
   type: string;
 }
 
+export type AnalyzeAnalyzePostParams = {
+/**
+ * Return canned demo response for supported procedures
+ */
+demo?: boolean;
+};
+
 export type AnalyzeWithDocumentsAnalyzeWithDocumentsPostParams = {
 patient_id: string;
 procedure_code: string;
diff --git a/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx b/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
index 3acaeb2..5209903 100644
--- a/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/PAResultsPanel.test.tsx
@@ -2,7 +2,7 @@ import { describe, it, expect, vi } from 'vitest';
 import { render, screen, fireEvent } from '@testing-library/react';
 import { PAResultsPanel } from '../PAResultsPanel';
 import type { PARequest } from '@/api/graphqlService';
-import { DEMO_PA_RESULT, DEMO_PA_RESULT_SOURCES } from '@/lib/demoData';
+import { DEMO_PA_RESULT } from '@/lib/demoData';
 
 function buildMockPARequest(overrides: Partial<PARequest> = {}): PARequest {
   return {
diff --git a/apps/dashboard/src/routes/__tests__/analysis-criteria-dialog.test.tsx b/apps/dashboard/src/routes/__tests__/analysis-criteria-dialog.test.tsx
index 98d1e60..439b24b 100644
--- a/apps/dashboard/src/routes/__tests__/analysis-criteria-dialog.test.tsx
+++ b/apps/dashboard/src/routes/__tests__/analysis-criteria-dialog.test.tsx
@@ -1,5 +1,5 @@
 import { describe, it, expect, vi } from 'vitest';
-import { render, screen, within } from '@testing-library/react';
+import { render, screen } from '@testing-library/react';
 import { CriteriaReasonDialog } from '../analysis.$transactionId';
 
 // Mock createPortal so the dialog renders inline instead of into document.body
diff --git a/apps/gateway/Gateway.API/Models/Generated/IntelligenceTypes.cs b/apps/gateway/Gateway.API/Models/Generated/IntelligenceTypes.cs
index 0436da4..742e301 100644
--- a/apps/gateway/Gateway.API/Models/Generated/IntelligenceTypes.cs
+++ b/apps/gateway/Gateway.API/Models/Generated/IntelligenceTypes.cs
@@ -84,6 +84,12 @@ public partial class EvidenceItem
         [Newtonsoft.Json.JsonProperty("criterion_id", Required = Newtonsoft.Json.Required.Always)]
         public string Criterion_id { get; set; }
 
+        /// <summary>
+        /// Human-readable criterion label
+        /// </summary>
+        [Newtonsoft.Json.JsonProperty("criterion_label", Required = Newtonsoft.Json.Required.DisallowNull, NullValueHandling = Newtonsoft.Json.NullValueHandling.Ignore)]
+        public string Criterion_label { get; set; } = "";
+
         /// <summary>
         /// Criterion status
         /// </summary>
@@ -206,6 +212,18 @@ public partial class PAFormResponse
         [Newtonsoft.Json.JsonProperty("field_mappings", Required = Newtonsoft.Json.Required.Always)]
         public System.Collections.Generic.IDictionary<string, string> Field_mappings { get; set; } = new System.Collections.Generic.Dictionary<string, string>();
 
+        /// <summary>
+        /// Policy identifier
+        /// </summary>
+        [Newtonsoft.Json.JsonProperty("policy_id", Required = Newtonsoft.Json.Required.DisallowNull, NullValueHandling = Newtonsoft.Json.NullValueHandling.Ignore)]
+        public Policy_id Policy_id { get; set; }
+
+        /// <summary>
+        /// LCD article reference
+        /// </summary>
+        [Newtonsoft.Json.JsonProperty("lcd_reference", Required = Newtonsoft.Json.Required.DisallowNull, NullValueHandling = Newtonsoft.Json.NullValueHandling.Ignore)]
+        public Lcd_reference Lcd_reference { get; set; }
+
         private System.Collections.Generic.IDictionary<string, object> _additionalProperties;
 
         [Newtonsoft.Json.JsonExtensionData]
@@ -271,6 +289,36 @@ public enum PAFormResponseRecommendation
 
     }
 
+    [System.CodeDom.Compiler.GeneratedCode("NJsonSchema", "14.6.3.0 (NJsonSchema v11.5.2.0 (Newtonsoft.Json v13.0.0.0))")]
+    public partial class Policy_id
+    {
+
+        private System.Collections.Generic.IDictionary<string, object> _additionalProperties;
+
+        [Newtonsoft.Json.JsonExtensionData]
+        public System.Collections.Generic.IDictionary<string, object> AdditionalProperties
+        {
+            get { return _additionalProperties ?? (_additionalProperties = new System.Collections.Generic.Dictionary<string, object>()); }
+            set { _additionalProperties = value; }
+        }
+
+    }
+
+    [System.CodeDom.Compiler.GeneratedCode("NJsonSchema", "14.6.3.0 (NJsonSchema v11.5.2.0 (Newtonsoft.Json v13.0.0.0))")]
+    public partial class Lcd_reference
+    {
+
+        private System.Collections.Generic.IDictionary<string, object> _additionalProperties;
+
+        [Newtonsoft.Json.JsonExtensionData]
+        public System.Collections.Generic.IDictionary<string, object> AdditionalProperties
+        {
+            get { return _additionalProperties ?? (_additionalProperties = new System.Collections.Generic.Dictionary<string, object>()); }
+            set { _additionalProperties = value; }
+        }
+
+    }
+
     [System.CodeDom.Compiler.GeneratedCode("NJsonSchema", "14.6.3.0 (NJsonSchema v11.5.2.0 (Newtonsoft.Json v13.0.0.0))")]
     public partial class Loc
     {
diff --git a/apps/intelligence/openapi.json b/apps/intelligence/openapi.json
index 3188a04..876d614 100644
--- a/apps/intelligence/openapi.json
+++ b/apps/intelligence/openapi.json
@@ -12,17 +12,31 @@
           "Analysis"
         ],
         "summary": "Analyze",
-        "description": "Analyze clinical data and generate PA form response.\n\nUses LLM to extract evidence from clinical data and generate PA form.",
+        "description": "Analyze clinical data and generate PA form response.\n\nUses LLM to extract evidence from clinical data and generate PA form.\nResolves policy from registry; unknown CPT codes fall back to generic policy.\nWhen demo=True and procedure_code is 72148, returns a canned demo response.",
         "operationId": "analyze_analyze_post",
+        "parameters": [
+          {
+            "name": "demo",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "type": "boolean",
+              "description": "Return canned demo response for supported procedures",
+              "default": false,
+              "title": "Demo"
+            },
+            "description": "Return canned demo response for supported procedures"
+          }
+        ],
         "requestBody": {
+          "required": true,
           "content": {
             "application/json": {
               "schema": {
                 "$ref": "#/components/schemas/AnalyzeRequest"
               }
             }
-          },
-          "required": true
+          }
         },
         "responses": {
           "200": {
@@ -220,6 +234,12 @@
             "title": "Criterion Id",
             "description": "ID of the policy criterion"
           },
+          "criterion_label": {
+            "type": "string",
+            "title": "Criterion Label",
+            "description": "Human-readable criterion label",
+            "default": ""
+          },
           "status": {
             "type": "string",
             "enum": [
@@ -339,6 +359,30 @@
             "type": "object",
             "title": "Field Mappings",
             "description": "PDF field name to value mappings"
+          },
+          "policy_id": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "title": "Policy Id",
+            "description": "Policy identifier"
+          },
+          "lcd_reference": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "title": "Lcd Reference",
+            "description": "LCD article reference"
           }
         },
         "type": "object",
diff --git a/shared/schemas/intelligence.openapi.json b/shared/schemas/intelligence.openapi.json
index 3188a04..876d614 100644
--- a/shared/schemas/intelligence.openapi.json
+++ b/shared/schemas/intelligence.openapi.json
@@ -12,17 +12,31 @@
           "Analysis"
         ],
         "summary": "Analyze",
-        "description": "Analyze clinical data and generate PA form response.\n\nUses LLM to extract evidence from clinical data and generate PA form.",
+        "description": "Analyze clinical data and generate PA form response.\n\nUses LLM to extract evidence from clinical data and generate PA form.\nResolves policy from registry; unknown CPT codes fall back to generic policy.\nWhen demo=True and procedure_code is 72148, returns a canned demo response.",
         "operationId": "analyze_analyze_post",
+        "parameters": [
+          {
+            "name": "demo",
+            "in": "query",
+            "required": false,
+            "schema": {
+              "type": "boolean",
+              "description": "Return canned demo response for supported procedures",
+              "default": false,
+              "title": "Demo"
+            },
+            "description": "Return canned demo response for supported procedures"
+          }
+        ],
         "requestBody": {
+          "required": true,
           "content": {
             "application/json": {
               "schema": {
                 "$ref": "#/components/schemas/AnalyzeRequest"
               }
             }
-          },
-          "required": true
+          }
         },
         "responses": {
           "200": {
@@ -220,6 +234,12 @@
             "title": "Criterion Id",
             "description": "ID of the policy criterion"
           },
+          "criterion_label": {
+            "type": "string",
+            "title": "Criterion Label",
+            "description": "Human-readable criterion label",
+            "default": ""
+          },
           "status": {
             "type": "string",
             "enum": [
@@ -339,6 +359,30 @@
             "type": "object",
             "title": "Field Mappings",
             "description": "PDF field name to value mappings"
+          },
+          "policy_id": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "title": "Policy Id",
+            "description": "Policy identifier"
+          },
+          "lcd_reference": {
+            "anyOf": [
+              {
+                "type": "string"
+              },
+              {
+                "type": "null"
+              }
+            ],
+            "title": "Lcd Reference",
+            "description": "LCD article reference"
           }
         },
         "type": "object",
diff --git a/shared/types/src/generated/intelligence.ts b/shared/types/src/generated/intelligence.ts
index ab90ba4..dcf0a52 100644
--- a/shared/types/src/generated/intelligence.ts
+++ b/shared/types/src/generated/intelligence.ts
@@ -45,6 +45,8 @@ export const EvidenceItemStatus = {
 export interface EvidenceItem {
   /** ID of the policy criterion */
   criterion_id: string;
+  /** Human-readable criterion label */
+  criterion_label?: string;
   /** Criterion status */
   status: EvidenceItemStatus;
   /** Extracted evidence text */
@@ -81,6 +83,16 @@ export const PAFormResponseRecommendation = {
  */
 export type PAFormResponseFieldMappings = {[key: string]: string};
 
+/**
+ * Policy identifier
+ */
+export type PAFormResponsePolicyId = string | null;
+
+/**
+ * LCD article reference
+ */
+export type PAFormResponseLcdReference = string | null;
+
 /**
  * Complete PA form response from analysis.
  */
@@ -109,6 +121,10 @@ export interface PAFormResponse {
   confidence_score: number;
   /** PDF field name to value mappings */
   field_mappings: PAFormResponseFieldMappings;
+  /** Policy identifier */
+  policy_id?: PAFormResponsePolicyId;
+  /** LCD article reference */
+  lcd_reference?: PAFormResponseLcdReference;
 }
 
 export type ValidationErrorLocItem = string | number;
@@ -119,6 +135,13 @@ export interface ValidationError {
   type: string;
 }
 
+export type AnalyzeAnalyzePostParams = {
+/**
+ * Return canned demo response for supported procedures
+ */
+demo?: boolean;
+};
+
 export type AnalyzeWithDocumentsAnalyzeWithDocumentsPostParams = {
 patient_id: string;
 procedure_code: string;
@@ -133,6 +156,8 @@ export type RootGet200 = {[key: string]: string};
  * Analyze clinical data and generate PA form response.
 
 Uses LLM to extract evidence from clinical data and generate PA form.
+Resolves policy from registry; unknown CPT codes fall back to generic policy.
+When demo=True and procedure_code is 72148, returns a canned demo response.
  * @summary Analyze
  */
 export type analyzeAnalyzePostResponse200 = {
@@ -154,17 +179,25 @@ export type analyzeAnalyzePostResponseError = (analyzeAnalyzePostResponse422) &
 
 export type analyzeAnalyzePostResponse = (analyzeAnalyzePostResponseSuccess | analyzeAnalyzePostResponseError)
 
-export const getAnalyzeAnalyzePostUrl = () => {
+export const getAnalyzeAnalyzePostUrl = (params?: AnalyzeAnalyzePostParams,) => {
+  const normalizedParams = new URLSearchParams();
 
+  Object.entries(params || {}).forEach(([key, value]) => {
+    
+    if (value !== undefined) {
+      normalizedParams.append(key, value === null ? 'null' : value.toString())
+    }
+  });
 
-  
+  const stringifiedParams = normalizedParams.toString();
 
-  return `/analyze`
+  return stringifiedParams.length > 0 ? `/analyze?${stringifiedParams}` : `/analyze`
 }
 
-export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {
+export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest,
+    params?: AnalyzeAnalyzePostParams, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {
   
-  const res = await fetch(getAnalyzeAnalyzePostUrl(),
+  const res = await fetch(getAnalyzeAnalyzePostUrl(params),
   {      
     ...options,
     method: 'POST',

From 4bc459b29a11c5f54033aedb052d5ad3fb132900 Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 14:47:00 -0800
Subject: [PATCH 06/10] style(intelligence): fix all ruff lint errors

- Fix E501 line-too-long violations across policy seeds, tests, and
  reasoning modules by wrapping long strings and function signatures
- Fix E402 import ordering in test_evidence_extractor.py
- Fix F841 unused variable in test_form_generator.py
- Fix import sorting (I001) via ruff --fix

Pre-existing issues surfaced by schema sync triggering Intelligence CI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 apps/intelligence/src/api/analyze.py          |  5 +-
 .../src/policies/seed/__init__.py             |  8 +-
 .../src/policies/seed/echocardiogram.py       | 25 ++++++-
 .../src/policies/seed/epidural_steroid.py     |  5 +-
 .../src/policies/seed/mri_lumbar.py           |  5 +-
 .../src/reasoning/confidence_scorer.py        |  1 -
 .../src/reasoning/evidence_extractor.py       |  4 +-
 apps/intelligence/src/tests/test_analyze.py   | 12 ++-
 .../src/tests/test_confidence_scorer.py       | 75 +++++++++++++++----
 .../src/tests/test_echocardiogram_policy.py   |  1 +
 .../src/tests/test_evidence_extractor.py      |  3 +-
 .../src/tests/test_form_generator.py          |  7 +-
 .../src/tests/test_generic_policy.py          |  1 +
 .../src/tests/test_pa_form_model.py           |  1 -
 .../src/tests/test_policy_model.py            |  1 -
 .../src/tests/test_policy_registry.py         |  5 +-
 .../src/tests/test_seed_policies.py           | 10 +--
 17 files changed, 127 insertions(+), 42 deletions(-)

diff --git a/apps/intelligence/src/api/analyze.py b/apps/intelligence/src/api/analyze.py
index 7e7ecd5..20ec4f8 100644
--- a/apps/intelligence/src/api/analyze.py
+++ b/apps/intelligence/src/api/analyze.py
@@ -44,7 +44,10 @@ class AnalyzeRequest(BaseModel):
 @router.post("", response_model=PAFormResponse)
 async def analyze(
     request: AnalyzeRequest,
-    demo: bool = Query(default=False, description="Return canned demo response for supported procedures"),
+    demo: bool = Query(
+        default=False,
+        description="Return canned demo response for supported procedures",
+    ),
 ) -> PAFormResponse:
     """
     Analyze clinical data and generate PA form response.
diff --git a/apps/intelligence/src/policies/seed/__init__.py b/apps/intelligence/src/policies/seed/__init__.py
index 9cb0bb3..bd49d75 100644
--- a/apps/intelligence/src/policies/seed/__init__.py
+++ b/apps/intelligence/src/policies/seed/__init__.py
@@ -1,10 +1,10 @@
 """Seed policy loader."""
-from src.policies.seed.mri_lumbar import POLICY as MRI_LUMBAR
+from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
+from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
 from src.policies.seed.mri_brain import POLICY as MRI_BRAIN
-from src.policies.seed.tka import POLICY as TKA
+from src.policies.seed.mri_lumbar import POLICY as MRI_LUMBAR
 from src.policies.seed.physical_therapy import POLICY as PHYSICAL_THERAPY
-from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
-from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
+from src.policies.seed.tka import POLICY as TKA
 
 ALL_SEED_POLICIES = [MRI_LUMBAR, MRI_BRAIN, TKA, PHYSICAL_THERAPY, EPIDURAL_STEROID, ECHOCARDIOGRAM]
 
diff --git a/apps/intelligence/src/policies/seed/echocardiogram.py b/apps/intelligence/src/policies/seed/echocardiogram.py
index a742a9f..c181b1f 100644
--- a/apps/intelligence/src/policies/seed/echocardiogram.py
+++ b/apps/intelligence/src/policies/seed/echocardiogram.py
@@ -20,28 +20,45 @@
     criteria=[
         PolicyCriterion(
             id="diagnosis_present",
-            description="Valid ICD-10 for cardiac pathology (heart failure, valvular disease, arrhythmia, cardiomyopathy)",
+            description=(
+                "Valid ICD-10 for cardiac pathology"
+                " (heart failure, valvular disease,"
+                " arrhythmia, cardiomyopathy)"
+            ),
             weight=0.20,
             required=True,
             lcd_section="ACC/AHA AUC — Covered Cardiac Diagnoses",
         ),
         PolicyCriterion(
             id="clinical_indication",
-            description="Documented clinical indication for echocardiographic assessment (evaluate EF, assess valvular function, monitor known condition, new symptoms)",
+            description=(
+                "Documented clinical indication for"
+                " echocardiographic assessment (evaluate EF,"
+                " assess valvular function, monitor known"
+                " condition, new symptoms)"
+            ),
             weight=0.35,
             required=True,
             lcd_section="ACC/AHA AUC — Clinical Indications for TTE",
         ),
         PolicyCriterion(
             id="symptom_or_change",
-            description="New or worsening symptoms, or clinical change warranting imaging (dyspnea, edema, chest pain, syncope, new murmur)",
+            description=(
+                "New or worsening symptoms, or clinical change"
+                " warranting imaging (dyspnea, edema,"
+                " chest pain, syncope, new murmur)"
+            ),
             weight=0.25,
             required=False,
             lcd_section="ACC/AHA AUC — Symptom-Based Indications",
         ),
         PolicyCriterion(
             id="no_recent_duplicate",
-            description="No echocardiogram within prior 12 months for same indication, unless clinical change documented",
+            description=(
+                "No echocardiogram within prior 12 months"
+                " for same indication, unless clinical"
+                " change documented"
+            ),
             weight=0.20,
             required=False,
             lcd_section="ACC/AHA AUC — Repeat Study Appropriateness",
diff --git a/apps/intelligence/src/policies/seed/epidural_steroid.py b/apps/intelligence/src/policies/seed/epidural_steroid.py
index 64599c9..ed8f832 100644
--- a/apps/intelligence/src/policies/seed/epidural_steroid.py
+++ b/apps/intelligence/src/policies/seed/epidural_steroid.py
@@ -21,7 +21,10 @@
         ),
         PolicyCriterion(
             id="severity_documented",
-            description="Pain severe enough to impact QoL/function, documented with standardized scale",
+            description=(
+                "Pain severe enough to impact QoL/function,"
+                " documented with standardized scale"
+            ),
             weight=0.20,
             required=True,
             lcd_section="L39240 — Requirement 2",
diff --git a/apps/intelligence/src/policies/seed/mri_lumbar.py b/apps/intelligence/src/policies/seed/mri_lumbar.py
index d57836b..2a0fc01 100644
--- a/apps/intelligence/src/policies/seed/mri_lumbar.py
+++ b/apps/intelligence/src/policies/seed/mri_lumbar.py
@@ -36,7 +36,10 @@
         ),
         PolicyCriterion(
             id="clinical_rationale",
-            description="Imaging abnormalities alone insufficient; supporting clinical rationale documented",
+            description=(
+                "Imaging abnormalities alone insufficient;"
+                " supporting clinical rationale documented"
+            ),
             weight=0.20,
             required=True,
             lcd_section="L34220 — Coverage Principle",
diff --git a/apps/intelligence/src/reasoning/confidence_scorer.py b/apps/intelligence/src/reasoning/confidence_scorer.py
index 22f5c53..6067ad7 100644
--- a/apps/intelligence/src/reasoning/confidence_scorer.py
+++ b/apps/intelligence/src/reasoning/confidence_scorer.py
@@ -6,7 +6,6 @@
 from src.models.pa_form import EvidenceItem
 from src.models.policy import PolicyDefinition
 
-
 STATUS_SCORES = {"MET": 1.0, "UNCLEAR": 0.5, "NOT_MET": 0.0}
 
 SCORE_FLOOR = 0.05
diff --git a/apps/intelligence/src/reasoning/evidence_extractor.py b/apps/intelligence/src/reasoning/evidence_extractor.py
index 8f343cf..379c4e2 100644
--- a/apps/intelligence/src/reasoning/evidence_extractor.py
+++ b/apps/intelligence/src/reasoning/evidence_extractor.py
@@ -209,7 +209,9 @@ async def extract_evidence(
                 crit.id if isinstance(crit, PolicyCriterion) else crit.get("id", "unknown")
             )
             criterion_label = (
-                crit.description if isinstance(crit, PolicyCriterion) else crit.get("description", "")
+                crit.description
+                if isinstance(crit, PolicyCriterion)
+                else crit.get("description", "")
             )
             logger.error("Criterion %s evaluation failed: %s", criterion_id, result)
             evidence_items.append(
diff --git a/apps/intelligence/src/tests/test_analyze.py b/apps/intelligence/src/tests/test_analyze.py
index a2f60c2..6120b2a 100644
--- a/apps/intelligence/src/tests/test_analyze.py
+++ b/apps/intelligence/src/tests/test_analyze.py
@@ -30,7 +30,9 @@ def valid_request() -> AnalyzeRequest:
 @pytest.mark.asyncio
 async def test_analyze_returns_approve(valid_request: AnalyzeRequest) -> None:
     """Should return APPROVE recommendation with high confidence."""
-    mock_llm = AsyncMock(return_value="The criterion is MET based on the evidence. HIGH CONFIDENCE.")
+    mock_llm = AsyncMock(
+        return_value="The criterion is MET based on the evidence. HIGH CONFIDENCE."
+    )
     with (
         patch("src.reasoning.evidence_extractor.chat_completion", mock_llm),
         patch("src.reasoning.form_generator.chat_completion", mock_llm),
@@ -94,7 +96,13 @@ async def test_analyze_unknown_cpt_returns_200_with_generic() -> None:
     request = AnalyzeRequest(
         patient_id="test",
         procedure_code="99999",
-        clinical_data={"patient": {"name": "Test", "birth_date": "1980-01-01", "member_id": "M001"}},
+        clinical_data={
+            "patient": {
+                "name": "Test",
+                "birth_date": "1980-01-01",
+                "member_id": "M001",
+            },
+        },
     )
     mock_llm = AsyncMock(return_value="MET. Evidence found.")
     with (
diff --git a/apps/intelligence/src/tests/test_confidence_scorer.py b/apps/intelligence/src/tests/test_confidence_scorer.py
index 303ad53..fbbd515 100644
--- a/apps/intelligence/src/tests/test_confidence_scorer.py
+++ b/apps/intelligence/src/tests/test_confidence_scorer.py
@@ -1,25 +1,59 @@
 """Tests for weighted LCD compliance confidence scorer."""
 import pytest
+
 from src.models.pa_form import EvidenceItem
 from src.models.policy import PolicyCriterion, PolicyDefinition
-from src.reasoning.confidence_scorer import ScoreResult, calculate_confidence
-
-
-def _make_criterion(id: str, weight: float, required: bool = False, bypasses: list[str] | None = None) -> PolicyCriterion:
-    return PolicyCriterion(id=id, description=f"Test {id}", weight=weight, required=required, bypasses=bypasses or [])
-
-def _make_evidence(criterion_id: str, status: str, confidence: float = 0.9) -> EvidenceItem:
-    return EvidenceItem(criterion_id=criterion_id, status=status, evidence="test", source="test", confidence=confidence)
-
-def _make_policy(criteria: list[PolicyCriterion]) -> PolicyDefinition:
-    return PolicyDefinition(policy_id="test", policy_name="Test", payer="Test", procedure_codes=["72148"], criteria=criteria)
+from src.reasoning.confidence_scorer import calculate_confidence
+
+
+def _make_criterion(
+    id: str,
+    weight: float,
+    required: bool = False,
+    bypasses: list[str] | None = None,
+) -> PolicyCriterion:
+    return PolicyCriterion(
+        id=id,
+        description=f"Test {id}",
+        weight=weight,
+        required=required,
+        bypasses=bypasses or [],
+    )
+
+def _make_evidence(
+    criterion_id: str,
+    status: str,
+    confidence: float = 0.9,
+) -> EvidenceItem:
+    return EvidenceItem(
+        criterion_id=criterion_id,
+        status=status,
+        evidence="test",
+        source="test",
+        confidence=confidence,
+    )
+
+def _make_policy(
+    criteria: list[PolicyCriterion],
+) -> PolicyDefinition:
+    return PolicyDefinition(
+        policy_id="test",
+        policy_name="Test",
+        payer="Test",
+        procedure_codes=["72148"],
+        criteria=criteria,
+    )
 
 
 def test_all_met_high_confidence():
     """All criteria MET with high confidence -> score >= 0.85, APPROVE."""
     criteria = [_make_criterion("c1", 0.3), _make_criterion("c2", 0.3), _make_criterion("c3", 0.4)]
     policy = _make_policy(criteria)
-    evidence = [_make_evidence("c1", "MET", 0.9), _make_evidence("c2", "MET", 0.9), _make_evidence("c3", "MET", 0.9)]
+    evidence = [
+        _make_evidence("c1", "MET", 0.9),
+        _make_evidence("c2", "MET", 0.9),
+        _make_evidence("c3", "MET", 0.9),
+    ]
     result = calculate_confidence(evidence, policy)
     assert result.score >= 0.85
     assert result.recommendation == "APPROVE"
@@ -27,7 +61,10 @@ def test_all_met_high_confidence():
 
 def test_all_not_met_hits_floor():
     """All NOT_MET -> score = 0.05 (floor)."""
-    criteria = [_make_criterion("c1", 0.5, required=True), _make_criterion("c2", 0.5, required=True)]
+    criteria = [
+        _make_criterion("c1", 0.5, required=True),
+        _make_criterion("c2", 0.5, required=True),
+    ]
     policy = _make_policy(criteria)
     evidence = [_make_evidence("c1", "NOT_MET", 0.9), _make_evidence("c2", "NOT_MET", 0.9)]
     result = calculate_confidence(evidence, policy)
@@ -76,8 +113,16 @@ def test_multiple_required_not_met_stacks_penalty():
         _make_criterion("c3", 0.4),
     ]
     policy = _make_policy(criteria)
-    evidence_one = [_make_evidence("c1", "MET"), _make_evidence("c2", "NOT_MET"), _make_evidence("c3", "MET")]
-    evidence_two = [_make_evidence("c1", "NOT_MET"), _make_evidence("c2", "NOT_MET"), _make_evidence("c3", "MET")]
+    evidence_one = [
+        _make_evidence("c1", "MET"),
+        _make_evidence("c2", "NOT_MET"),
+        _make_evidence("c3", "MET"),
+    ]
+    evidence_two = [
+        _make_evidence("c1", "NOT_MET"),
+        _make_evidence("c2", "NOT_MET"),
+        _make_evidence("c3", "MET"),
+    ]
     result_one = calculate_confidence(evidence_one, policy)
     result_two = calculate_confidence(evidence_two, policy)
     assert result_two.score < result_one.score
diff --git a/apps/intelligence/src/tests/test_echocardiogram_policy.py b/apps/intelligence/src/tests/test_echocardiogram_policy.py
index ac11403..63e334e 100644
--- a/apps/intelligence/src/tests/test_echocardiogram_policy.py
+++ b/apps/intelligence/src/tests/test_echocardiogram_policy.py
@@ -1,5 +1,6 @@
 """Tests for echocardiogram seed policy."""
 import pytest
+
 from src.policies.registry import registry
 from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
 
diff --git a/apps/intelligence/src/tests/test_evidence_extractor.py b/apps/intelligence/src/tests/test_evidence_extractor.py
index 867e2f5..f8559ad 100644
--- a/apps/intelligence/src/tests/test_evidence_extractor.py
+++ b/apps/intelligence/src/tests/test_evidence_extractor.py
@@ -7,6 +7,7 @@
 
 from src.models.clinical_bundle import ClinicalBundle, Condition, PatientInfo
 from src.models.pa_form import EvidenceItem
+from src.models.policy import PolicyCriterion, PolicyDefinition
 from src.reasoning.evidence_extractor import evaluate_criterion, extract_evidence
 
 
@@ -234,8 +235,6 @@ def test_get_llm_semaphore_returns_singleton():
 
 # --- T006: Evidence extractor enhancement tests ---
 
-from src.models.policy import PolicyCriterion, PolicyDefinition
-
 
 def _make_policy_def() -> PolicyDefinition:
     return PolicyDefinition(
diff --git a/apps/intelligence/src/tests/test_form_generator.py b/apps/intelligence/src/tests/test_form_generator.py
index c57226f..ca42a85 100644
--- a/apps/intelligence/src/tests/test_form_generator.py
+++ b/apps/intelligence/src/tests/test_form_generator.py
@@ -189,10 +189,13 @@ async def test_generate_form_data_delegates_to_scorer(
     mock_scorer = ScoreResult(score=0.72, recommendation="MANUAL_REVIEW")
     mock_llm = AsyncMock(return_value="Summary.")
     with (
-        patch("src.reasoning.form_generator.calculate_confidence", return_value=mock_scorer) as mock_calc,
+        patch(
+            "src.reasoning.form_generator.calculate_confidence",
+            return_value=mock_scorer,
+        ) as mock_calc,
         patch("src.reasoning.form_generator.chat_completion", mock_llm),
     ):
-        result = await generate_form_data(sample_bundle, sample_evidence, sample_policy)
+        await generate_form_data(sample_bundle, sample_evidence, sample_policy)
     mock_calc.assert_called_once()
 
 
diff --git a/apps/intelligence/src/tests/test_generic_policy.py b/apps/intelligence/src/tests/test_generic_policy.py
index edaffda..5aae820 100644
--- a/apps/intelligence/src/tests/test_generic_policy.py
+++ b/apps/intelligence/src/tests/test_generic_policy.py
@@ -1,5 +1,6 @@
 """Tests for generic fallback policy builder."""
 import pytest
+
 from src.models.policy import PolicyDefinition
 from src.policies.generic_policy import build_generic_policy
 
diff --git a/apps/intelligence/src/tests/test_pa_form_model.py b/apps/intelligence/src/tests/test_pa_form_model.py
index 9658b43..9d649f9 100644
--- a/apps/intelligence/src/tests/test_pa_form_model.py
+++ b/apps/intelligence/src/tests/test_pa_form_model.py
@@ -1,5 +1,4 @@
 """Tests for PAFormResponse model update."""
-import pytest
 from src.models.pa_form import PAFormResponse
 
 
diff --git a/apps/intelligence/src/tests/test_policy_model.py b/apps/intelligence/src/tests/test_policy_model.py
index c2fdb93..62f4ac2 100644
--- a/apps/intelligence/src/tests/test_policy_model.py
+++ b/apps/intelligence/src/tests/test_policy_model.py
@@ -1,5 +1,4 @@
 """Tests for policy data models."""
-import pytest
 from src.models.policy import PolicyCriterion, PolicyDefinition
 
 
diff --git a/apps/intelligence/src/tests/test_policy_registry.py b/apps/intelligence/src/tests/test_policy_registry.py
index 36037dc..9924346 100644
--- a/apps/intelligence/src/tests/test_policy_registry.py
+++ b/apps/intelligence/src/tests/test_policy_registry.py
@@ -1,5 +1,6 @@
 """Tests for policy registry."""
 import pytest
+
 from src.models.policy import PolicyDefinition
 from src.policies.registry import PolicyRegistry, registry
 
@@ -71,4 +72,6 @@ def test_seed_policy_weights_sum_approximately_one():
     for cpt in seed_cpts:
         policy = registry.resolve(cpt)
         total = sum(c.weight for c in policy.criteria)
-        assert total == pytest.approx(1.0, abs=0.01), f"Policy {policy.policy_id}: weights sum to {total}"
+        assert total == pytest.approx(1.0, abs=0.01), (
+            f"Policy {policy.policy_id}: weights sum to {total}"
+        )
diff --git a/apps/intelligence/src/tests/test_seed_policies.py b/apps/intelligence/src/tests/test_seed_policies.py
index 4640403..985f04a 100644
--- a/apps/intelligence/src/tests/test_seed_policies.py
+++ b/apps/intelligence/src/tests/test_seed_policies.py
@@ -1,12 +1,12 @@
 """Tests for LCD-backed seed policies."""
 import pytest
-from src.policies.seed.mri_lumbar import POLICY as MRI_LUMBAR
+
+from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
+from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
 from src.policies.seed.mri_brain import POLICY as MRI_BRAIN
-from src.policies.seed.tka import POLICY as TKA
+from src.policies.seed.mri_lumbar import POLICY as MRI_LUMBAR
 from src.policies.seed.physical_therapy import POLICY as PHYSICAL_THERAPY
-from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
-from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
-
+from src.policies.seed.tka import POLICY as TKA
 
 ALL_POLICIES = [MRI_LUMBAR, MRI_BRAIN, TKA, PHYSICAL_THERAPY, EPIDURAL_STEROID, ECHOCARDIOGRAM]
 

From 7d4656dbc2a291706ba753b65156a7ee343927d6 Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 14:50:24 -0800
Subject: [PATCH 07/10] fix: resolve mypy and TypeScript type check errors

- intelligence: use lru_cache instead of manual _cached attribute pattern
- intelligence: add Literal type annotation for recommendation variable
- intelligence: add PolicyRegistry type annotation for register_all_seeds
- intelligence: fix EvidenceItem status type in test helper
- dashboard: fix NewPAModal test mock to match Procedure interface

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/components/__tests__/NewPAModal.test.tsx   |  6 ++++--
 apps/intelligence/src/api/analyze.py               | 14 ++++++++------
 apps/intelligence/src/policies/seed/__init__.py    |  3 ++-
 .../src/reasoning/confidence_scorer.py             |  1 +
 .../src/tests/test_confidence_scorer.py            |  6 +++++-
 5 files changed, 20 insertions(+), 10 deletions(-)

diff --git a/apps/dashboard/src/components/__tests__/NewPAModal.test.tsx b/apps/dashboard/src/components/__tests__/NewPAModal.test.tsx
index ff35143..7d94ff6 100644
--- a/apps/dashboard/src/components/__tests__/NewPAModal.test.tsx
+++ b/apps/dashboard/src/components/__tests__/NewPAModal.test.tsx
@@ -3,6 +3,7 @@ import { describe, it, expect, vi } from 'vitest';
 import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
 import { NewPAModal } from '../NewPAModal';
 import { type Patient } from '../../lib/patients';
+import { type Procedure } from '@/api/graphqlService';
 
 // Mock TanStack Router
 vi.mock('@tanstack/react-router', () => ({
@@ -48,10 +49,11 @@ const mockPatient: Patient = {
   phone: '(253) 555-0654',
 };
 
-const mockService = {
+const mockService: Procedure = {
   code: '72148',
   name: 'MRI Lumbar Spine',
-  type: 'procedure' as const,
+  category: 'Imaging',
+  requiresPA: true,
 };
 
 describe('NewPAModal', () => {
diff --git a/apps/intelligence/src/api/analyze.py b/apps/intelligence/src/api/analyze.py
index 20ec4f8..aab2fee 100644
--- a/apps/intelligence/src/api/analyze.py
+++ b/apps/intelligence/src/api/analyze.py
@@ -5,6 +5,7 @@
 
 import asyncio
 import json
+from functools import lru_cache
 from pathlib import Path
 from typing import Any
 
@@ -23,14 +24,15 @@
 _DEMO_PROCEDURE_CODE = "72148"
 
 
+@lru_cache(maxsize=1)
 def _load_demo_response() -> PAFormResponse:
     """Load and cache the canned demo response for MRI Lumbar Spine."""
-    if not hasattr(_load_demo_response, "_cached"):
-        fixture_path = Path(__file__).parent.parent / "fixtures" / "demo_mri_lumbar.json"
-        with open(fixture_path) as f:
-            data = json.load(f)
-        _load_demo_response._cached = PAFormResponse(**data)
-    return _load_demo_response._cached
+    fixture_path = (
+        Path(__file__).parent.parent / "fixtures" / "demo_mri_lumbar.json"
+    )
+    with open(fixture_path) as f:
+        data = json.load(f)
+    return PAFormResponse(**data)
 
 
 class AnalyzeRequest(BaseModel):
diff --git a/apps/intelligence/src/policies/seed/__init__.py b/apps/intelligence/src/policies/seed/__init__.py
index bd49d75..a63a6f7 100644
--- a/apps/intelligence/src/policies/seed/__init__.py
+++ b/apps/intelligence/src/policies/seed/__init__.py
@@ -1,4 +1,5 @@
 """Seed policy loader."""
+from src.policies.registry import PolicyRegistry
 from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
 from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
 from src.policies.seed.mri_brain import POLICY as MRI_BRAIN
@@ -9,6 +10,6 @@
 ALL_SEED_POLICIES = [MRI_LUMBAR, MRI_BRAIN, TKA, PHYSICAL_THERAPY, EPIDURAL_STEROID, ECHOCARDIOGRAM]
 
 
-def register_all_seeds(registry) -> None:
+def register_all_seeds(registry: PolicyRegistry) -> None:
     for policy in ALL_SEED_POLICIES:
         registry.register(policy)
diff --git a/apps/intelligence/src/reasoning/confidence_scorer.py b/apps/intelligence/src/reasoning/confidence_scorer.py
index 6067ad7..db8f82c 100644
--- a/apps/intelligence/src/reasoning/confidence_scorer.py
+++ b/apps/intelligence/src/reasoning/confidence_scorer.py
@@ -79,6 +79,7 @@ def calculate_confidence(
     final_score = max(SCORE_FLOOR, min(1.0, raw_score))
 
     # Recommendation from score
+    recommendation: Literal["APPROVE", "MANUAL_REVIEW", "NEED_INFO"]
     if final_score >= 0.80:
         recommendation = "APPROVE"
     elif final_score >= 0.50:
diff --git a/apps/intelligence/src/tests/test_confidence_scorer.py b/apps/intelligence/src/tests/test_confidence_scorer.py
index fbbd515..98ec160 100644
--- a/apps/intelligence/src/tests/test_confidence_scorer.py
+++ b/apps/intelligence/src/tests/test_confidence_scorer.py
@@ -1,10 +1,14 @@
 """Tests for weighted LCD compliance confidence scorer."""
+from typing import Literal
+
 import pytest
 
 from src.models.pa_form import EvidenceItem
 from src.models.policy import PolicyCriterion, PolicyDefinition
 from src.reasoning.confidence_scorer import calculate_confidence
 
+EvidenceStatus = Literal["MET", "NOT_MET", "UNCLEAR"]
+
 
 def _make_criterion(
     id: str,
@@ -22,7 +26,7 @@ def _make_criterion(
 
 def _make_evidence(
     criterion_id: str,
-    status: str,
+    status: EvidenceStatus,
     confidence: float = 0.9,
 ) -> EvidenceItem:
     return EvidenceItem(

From 155478424926ad0701af5050116504cf1ffb257c Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 15:28:21 -0800
Subject: [PATCH 08/10] fix: unify criterion labels and derive confidence from
 algorithm
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Align all demo data surfaces to use LCD_L34220_POLICY labels as the
single source of truth for criterion names:
- Pre-check, result criteria, and evidence sources now share identical
  labels (previously 4 different label sets)
- Confidence changed from hardcoded 88% to 93%, computed by running
  the real scoring algorithm against realistic per-criterion evidence
  confidence values (0.88–0.98)
- Fix circular import in intelligence seed/__init__.py (TYPE_CHECKING)
- Add test: DEMO_PA_RESULT criteria labels must match LCD policy labels

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../ehr/__tests__/useEhrDemoFlow.test.ts      |  6 +++---
 .../src/lib/__tests__/demoData.test.ts        | 11 ++++++++--
 apps/dashboard/src/lib/demoData.ts            | 20 +++++++++----------
 .../src/routes/__tests__/ehr-demo.test.tsx    | 10 +++++-----
 .../src/policies/seed/__init__.py             |  8 +++++++-
 5 files changed, 34 insertions(+), 21 deletions(-)

diff --git a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
index 77dc66a..bdefd87 100644
--- a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
+++ b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
@@ -76,7 +76,7 @@ describe('useEhrDemoFlow', () => {
 
     expect(result.current.state).toBe('reviewing');
     expect(result.current.paRequest).not.toBeNull();
-    expect(result.current.paRequest!.confidence).toBe(88);
+    expect(result.current.paRequest!.confidence).toBe(93);
     expect(result.current.paRequest!.criteria).toHaveLength(5);
     expect(result.current.paRequest!.provider).toBe('Dr. Kelli Smith');
   });
@@ -268,7 +268,7 @@ describe('useEhrDemoFlow', () => {
     // Verify LCD L34220 criterion labels
     const labels = criteria.map((c) => c.label);
     expect(labels).toContain('Valid ICD-10 for lumbar pathology');
-    expect(labels).toContain('4+ weeks conservative management documented');
-    expect(labels).toContain('No recent duplicative CT/MRI');
+    expect(labels).toContain('4+ weeks conservative management');
+    expect(labels).toContain('No recent duplicative imaging');
   });
 });
diff --git a/apps/dashboard/src/lib/__tests__/demoData.test.ts b/apps/dashboard/src/lib/__tests__/demoData.test.ts
index 6ab6b4e..13a5fc5 100644
--- a/apps/dashboard/src/lib/__tests__/demoData.test.ts
+++ b/apps/dashboard/src/lib/__tests__/demoData.test.ts
@@ -57,8 +57,8 @@ describe('demoData', () => {
     expect(DEMO_PA_RESULT.criteria.every((c) => c.met === true)).toBe(true);
   });
 
-  it('DEMO_PA_RESULT_Has88PercentConfidence', () => {
-    expect(DEMO_PA_RESULT.confidence).toBe(88);
+  it('DEMO_PA_RESULT_Has93PercentConfidence', () => {
+    expect(DEMO_PA_RESULT.confidence).toBe(93);
     expect(DEMO_PA_RESULT.provider).toBe('Dr. Kelli Smith');
     expect(DEMO_PA_RESULT.procedureCode).toBe('72148');
     expect(DEMO_PA_RESULT.status).toBe('ready');
@@ -92,6 +92,13 @@ describe('demoData', () => {
     });
   });
 
+  it('DEMO_PA_RESULT_CriteriaLabelsMatchLCDPolicy', () => {
+    const policyLabels = new Set(LCD_L34220_POLICY.criteria.map((c) => c.label));
+    DEMO_PA_RESULT.criteria.forEach((c) => {
+      expect(policyLabels.has(c.label)).toBe(true);
+    });
+  });
+
   it('DEMO_PA_RESULT_SOURCES_HasEntryForEachCriterion', () => {
     DEMO_PA_RESULT.criteria.forEach((c) => {
       const source = DEMO_PA_RESULT_SOURCES[c.label];
diff --git a/apps/dashboard/src/lib/demoData.ts b/apps/dashboard/src/lib/demoData.ts
index f53506c..1009138 100644
--- a/apps/dashboard/src/lib/demoData.ts
+++ b/apps/dashboard/src/lib/demoData.ts
@@ -119,19 +119,19 @@ export const DEMO_PA_RESULT_SOURCES: Record<string, { evidence: string; source:
     evidence: 'M54.5, M54.51 — low back pain, lumbar radiculopathy left',
     source: 'Assessment',
   },
-  'Cauda equina, tumor, infection, major neuro deficit': {
+  'Red flag symptoms or progressive neurological deficit': {
     evidence: 'Progressive numbness in left foot over past 3 weeks',
     source: 'HPI',
   },
-  '4+ weeks conservative management documented': {
+  '4+ weeks conservative management': {
     evidence: '8 weeks PT (2x/week), naproxen 500mg BID x 6 weeks',
     source: 'HPI',
   },
-  'Supporting clinical rationale documented': {
+  'Clinical rationale documented': {
     evidence: 'Persistent radiculopathy with progressive neuro symptoms despite conservative therapy',
     source: 'Assessment / Plan',
   },
-  'No recent duplicative CT/MRI': {
+  'No recent duplicative imaging': {
     evidence: 'No prior lumbar CT or MRI in patient record',
     source: 'Imaging History',
   },
@@ -180,7 +180,7 @@ export const LCD_L34220_POLICY = {
 /**
  * Pre-built PA result for the EHR demo flow.
  * Matches the Intelligence fixture (demo_mri_lumbar.json) with all 5 LCD L34220
- * criteria MET and 88% confidence. Used instead of the real pipeline which
+ * criteria MET and 93% confidence (per scoring algorithm). Used instead of the real pipeline which
  * queries sparse Athena sandbox data.
  */
 export const DEMO_PA_RESULT: PARequest = {
@@ -213,7 +213,7 @@ export const DEMO_PA_RESULT: PARequest = {
     'MRI lumbar spine w/o contrast medically necessary per LCD L34220 to evaluate disc herniation/stenosis. ' +
     'All LCD criteria met. Policy: lcd-mri-lumbar-L34220.',
   status: 'ready',
-  confidence: 88,
+  confidence: 93,
   createdAt: new Date().toISOString(),
   updatedAt: new Date().toISOString(),
   readyAt: new Date().toISOString(),
@@ -228,25 +228,25 @@ export const DEMO_PA_RESULT: PARequest = {
     },
     {
       met: true,
-      label: 'Cauda equina, tumor, infection, major neuro deficit',
+      label: 'Red flag symptoms or progressive neurological deficit',
       reason:
         'Progressive neurological deficit identified: numbness in left foot worsening over 3 weeks, consistent with L5-S1 nerve root compression. This constitutes an immediate MRI indication per LCD L34220.',
     },
     {
       met: true,
-      label: '4+ weeks conservative management documented',
+      label: '4+ weeks conservative management',
       reason:
         'Physical therapy (2x/week for 8 weeks) and NSAIDs (naproxen 500mg BID for 6 weeks) documented with no improvement. Exceeds the 4-week minimum required by LCD L34220.',
     },
     {
       met: true,
-      label: 'Supporting clinical rationale documented',
+      label: 'Clinical rationale documented',
       reason:
         'Clinical rationale clearly documented: persistent radiculopathy with progressive neurological symptoms despite conservative therapy. Structural pathology (disc herniation, spinal stenosis) suspected and requires imaging confirmation to guide treatment.',
     },
     {
       met: true,
-      label: 'No recent duplicative CT/MRI',
+      label: 'No recent duplicative imaging',
       reason:
         'No prior lumbar CT or MRI found in patient record. This is the initial advanced imaging request for this episode of care.',
     },
diff --git a/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx b/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
index 784b4fa..6893097 100644
--- a/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
+++ b/apps/dashboard/src/routes/__tests__/ehr-demo.test.tsx
@@ -139,13 +139,13 @@ describe('EhrDemoPage', () => {
       vi.advanceTimersByTime(5000);
     });
 
-    // Confidence score from DEMO_PA_RESULT
-    expect(screen.getByText('88%')).toBeInTheDocument();
+    // Confidence score from DEMO_PA_RESULT (93% per scoring algorithm)
+    expect(screen.getByText('93%')).toBeInTheDocument();
 
     // LCD L34220 criteria visible
     expect(screen.getByText('Valid ICD-10 for lumbar pathology')).toBeInTheDocument();
-    expect(screen.getByText('4+ weeks conservative management documented')).toBeInTheDocument();
-    expect(screen.getByText('No recent duplicative CT/MRI')).toBeInTheDocument();
+    expect(screen.getByText('4+ weeks conservative management')).toBeInTheDocument();
+    expect(screen.getByText('No recent duplicative imaging')).toBeInTheDocument();
 
     // Submit button visible
     expect(screen.getByRole('button', { name: /submit to blue cross/i })).toBeInTheDocument();
@@ -253,7 +253,7 @@ describe('EhrDemoPage', () => {
     });
 
     // 4. Reviewing state — confidence and evidence trail
-    expect(screen.getByText('88%')).toBeInTheDocument();
+    expect(screen.getByText('93%')).toBeInTheDocument();
     expect(screen.getByText('Valid ICD-10 for lumbar pathology')).toBeInTheDocument();
 
     // 5. Submit
diff --git a/apps/intelligence/src/policies/seed/__init__.py b/apps/intelligence/src/policies/seed/__init__.py
index a63a6f7..58795bf 100644
--- a/apps/intelligence/src/policies/seed/__init__.py
+++ b/apps/intelligence/src/policies/seed/__init__.py
@@ -1,5 +1,8 @@
 """Seed policy loader."""
-from src.policies.registry import PolicyRegistry
+from __future__ import annotations
+
+from typing import TYPE_CHECKING
+
 from src.policies.seed.echocardiogram import POLICY as ECHOCARDIOGRAM
 from src.policies.seed.epidural_steroid import POLICY as EPIDURAL_STEROID
 from src.policies.seed.mri_brain import POLICY as MRI_BRAIN
@@ -7,6 +10,9 @@
 from src.policies.seed.physical_therapy import POLICY as PHYSICAL_THERAPY
 from src.policies.seed.tka import POLICY as TKA
 
+if TYPE_CHECKING:
+    from src.policies.registry import PolicyRegistry
+
 ALL_SEED_POLICIES = [MRI_LUMBAR, MRI_BRAIN, TKA, PHYSICAL_THERAPY, EPIDURAL_STEROID, ECHOCARDIOGRAM]
 
 

From 8d2352e365dc16f68ea11484e85924d1547e7059 Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 16:00:09 -0800
Subject: [PATCH 09/10] feat: derive pre-check criteria from chart data, all 5
 met
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Replace hardcoded DEMO_PRECHECK_CRITERIA with buildPreCheckCriteria()
that scans DEMO_ENCOUNTER fields to extract evidence:
- Red flag: regex extracts "progressive numbness" snippet from HPI
- Conservative mgmt: regex extracts therapy duration from HPI
- Clinical rationale: matches "warrant" keyword in assessment
- Imaging: checks absence of prior studies

All 5 criteria now met from existing chart data, matching the post-sign
result (5/5 at 93%). Pre-check becomes the coaching moment: "we already
checked — you're covered."

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../ehr/__tests__/EncounterSidebar.test.tsx   |   6 +-
 .../ehr/__tests__/PAReadinessWidget.test.tsx  |  26 +--
 .../ehr/__tests__/useEhrDemoFlow.test.ts      |   3 +-
 .../src/lib/__tests__/demoData.test.ts        |  22 ++-
 apps/dashboard/src/lib/demoData.ts            | 178 +++++++++++-------
 5 files changed, 144 insertions(+), 91 deletions(-)

diff --git a/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx b/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
index 5bf1408..5c29a1e 100644
--- a/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/EncounterSidebar.test.tsx
@@ -58,13 +58,13 @@ describe('EncounterSidebar', () => {
   });
 
   it('EncounterSidebar_Flagged_ShowsPolicyCheckIndicator', () => {
-    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 3, total: 5 }} />);
+    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 5, total: 5 }} />);
     expect(screen.getByText('Policy Check')).toBeInTheDocument();
-    expect(screen.getByText(/3\/5/)).toBeInTheDocument();
+    expect(screen.getByText(/5\/5/)).toBeInTheDocument();
   });
 
   it('EncounterSidebar_Flagged_NoPAStages', () => {
-    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 3, total: 5 }} />);
+    render(<EncounterSidebar flowState="flagged" preCheckCount={{ met: 5, total: 5 }} />);
     expect(screen.queryByText('Analyzing')).not.toBeInTheDocument();
     expect(screen.queryByText('Submit')).not.toBeInTheDocument();
     expect(screen.queryByText('Complete')).not.toBeInTheDocument();
diff --git a/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
index 3c4ca0e..80c55df 100644
--- a/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
@@ -13,19 +13,21 @@ function buildCriteria(): PreCheckCriterion[] {
     },
     {
       label: 'Red flag symptoms or progressive neurological deficit',
-      status: 'indeterminate',
-      gap: 'No neurological findings in chart — document in encounter note',
+      status: 'met',
+      evidence: 'Progressive numbness in left foot over past 3 weeks.',
+      source: 'CC / HPI',
     },
     {
       label: '4+ weeks conservative management',
       status: 'met',
-      evidence: 'PT 2x/week x 8 weeks documented by referring provider',
-      source: 'Referral',
+      evidence: 'Failed 8 weeks of physical therapy and 6 weeks of NSAIDs.',
+      source: 'HPI / Orders',
     },
     {
       label: 'Clinical rationale documented',
-      status: 'indeterminate',
-      gap: 'Rationale not yet documented — include in assessment/plan',
+      status: 'met',
+      evidence: 'Progressive neurological symptoms warrant advanced imaging.',
+      source: 'Assessment',
     },
     {
       label: 'No recent duplicative imaging',
@@ -86,8 +88,8 @@ describe('PAReadinessWidget', () => {
     expect(policyEl.className).toMatch(/font-mono/);
     expect(policyEl.className).toMatch(/uppercase/);
 
-    // Criteria count: 3 met out of 5
-    expect(screen.getByText(/3\/5 criteria documented/)).toBeInTheDocument();
+    // Criteria count: 5 met out of 5
+    expect(screen.getByText(/5\/5 criteria documented/)).toBeInTheDocument();
   });
 
   it('PAReadinessWidget_Ready_ShowsAllCriteria', () => {
@@ -139,7 +141,9 @@ describe('PAReadinessWidget', () => {
   });
 
   it('PAReadinessWidget_Indeterminate_ShowsGap', () => {
-    const criteria = buildCriteria();
+    const criteria: PreCheckCriterion[] = [
+      { label: 'Test criterion', status: 'indeterminate', gap: 'Missing documentation' },
+    ];
 
     render(
       <PAReadinessWidget
@@ -151,9 +155,7 @@ describe('PAReadinessWidget', () => {
       />,
     );
 
-    const gapEl = screen.getByText(
-      /No neurological findings in chart/,
-    );
+    const gapEl = screen.getByText(/Missing documentation/);
     expect(gapEl).toBeInTheDocument();
     expect(gapEl.className).toMatch(/text-amber-600/);
   });
diff --git a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
index bdefd87..79556bf 100644
--- a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
+++ b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
@@ -174,8 +174,7 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.state).toBe('flagged');
     const criteria = result.current.preCheckCriteria!;
     expect(criteria).toHaveLength(5);
-    expect(criteria.filter((c) => c.status === 'met')).toHaveLength(3);
-    expect(criteria.filter((c) => c.status === 'indeterminate')).toHaveLength(2);
+    expect(criteria.filter((c) => c.status === 'met')).toHaveLength(5);
   });
 
   it('useEhrDemoFlow_Flagged_Sign_TransitionsToSigning', async () => {
diff --git a/apps/dashboard/src/lib/__tests__/demoData.test.ts b/apps/dashboard/src/lib/__tests__/demoData.test.ts
index 13a5fc5..95ce86a 100644
--- a/apps/dashboard/src/lib/__tests__/demoData.test.ts
+++ b/apps/dashboard/src/lib/__tests__/demoData.test.ts
@@ -68,21 +68,27 @@ describe('demoData', () => {
     expect(DEMO_PRECHECK_CRITERIA).toHaveLength(5);
   });
 
-  it('DEMO_PRECHECK_CRITERIA_ThreeMetWithEvidenceAndSource', () => {
+  it('DEMO_PRECHECK_CRITERIA_AllMetWithEvidenceAndSource', () => {
     const met = DEMO_PRECHECK_CRITERIA.filter((c) => c.status === 'met');
-    expect(met).toHaveLength(3);
+    expect(met).toHaveLength(5);
     met.forEach((c) => {
       expect(c.evidence).toBeTruthy();
       expect(c.source).toBeTruthy();
     });
   });
 
-  it('DEMO_PRECHECK_CRITERIA_TwoIndeterminateWithGap', () => {
-    const indeterminate = DEMO_PRECHECK_CRITERIA.filter((c) => c.status === 'indeterminate');
-    expect(indeterminate).toHaveLength(2);
-    indeterminate.forEach((c) => {
-      expect(c.gap).toBeTruthy();
-    });
+  it('DEMO_PRECHECK_CRITERIA_DerivedFromChartData', () => {
+    // Red flag criterion sources evidence from DEMO_ENCOUNTER
+    const redFlag = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('Red flag'));
+    expect(redFlag?.evidence).toContain('Progressive numbness');
+
+    // Conservative management sources from DEMO_ENCOUNTER HPI
+    const conservative = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('conservative'));
+    expect(conservative?.evidence).toBeTruthy();
+
+    // Clinical rationale sources from DEMO_ENCOUNTER assessment
+    const rationale = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('Clinical rationale'));
+    expect(rationale?.evidence).toContain('warrant');
   });
 
   it('DEMO_PRECHECK_CRITERIA_LabelsMatchLCDPolicy', () => {
diff --git a/apps/dashboard/src/lib/demoData.ts b/apps/dashboard/src/lib/demoData.ts
index 1009138..775ce76 100644
--- a/apps/dashboard/src/lib/demoData.ts
+++ b/apps/dashboard/src/lib/demoData.ts
@@ -73,74 +73,9 @@ export interface PreCheckCriterion {
   source?: string;
 }
 
-/**
- * Pre-check criteria for LCD L34220 evaluated against the patient chart
- * BEFORE the encounter is signed. 3/5 met from existing chart data,
- * 2/5 indeterminate until encounter note is complete.
- */
-export const DEMO_PRECHECK_CRITERIA: PreCheckCriterion[] = [
-  {
-    label: 'Valid ICD-10 for lumbar pathology',
-    status: 'met',
-    evidence: 'M54.5 (low back pain) on active problem list',
-    source: 'Problem List',
-  },
-  {
-    label: 'Red flag symptoms or progressive neurological deficit',
-    status: 'indeterminate',
-    gap: 'Requires encounter documentation — sign encounter to evaluate',
-  },
-  {
-    label: '4+ weeks conservative management',
-    status: 'met',
-    evidence: 'PT referral 01/10/2026, Naproxen 500mg prescribed 01/15/2026',
-    source: 'Orders / Medications',
-  },
-  {
-    label: 'Clinical rationale documented',
-    status: 'indeterminate',
-    gap: 'Requires encounter documentation — sign encounter to evaluate',
-  },
-  {
-    label: 'No recent duplicative imaging',
-    status: 'met',
-    evidence: 'No prior CT or MRI of lumbar spine in record',
-    source: 'Imaging History',
-  },
-];
-
-/**
- * Source/evidence mapping for the post-sign PA result criteria.
- * Keyed by criterion label, provides extracted evidence and chart source
- * for the evidence trail display in PAResultsPanel.
- */
-export const DEMO_PA_RESULT_SOURCES: Record<string, { evidence: string; source: string }> = {
-  'Valid ICD-10 for lumbar pathology': {
-    evidence: 'M54.5, M54.51 — low back pain, lumbar radiculopathy left',
-    source: 'Assessment',
-  },
-  'Red flag symptoms or progressive neurological deficit': {
-    evidence: 'Progressive numbness in left foot over past 3 weeks',
-    source: 'HPI',
-  },
-  '4+ weeks conservative management': {
-    evidence: '8 weeks PT (2x/week), naproxen 500mg BID x 6 weeks',
-    source: 'HPI',
-  },
-  'Clinical rationale documented': {
-    evidence: 'Persistent radiculopathy with progressive neuro symptoms despite conservative therapy',
-    source: 'Assessment / Plan',
-  },
-  'No recent duplicative imaging': {
-    evidence: 'No prior lumbar CT or MRI in patient record',
-    source: 'Imaging History',
-  },
-};
-
 /**
  * LCD L34220 policy requirements for MRI Lumbar Spine (CPT 72148).
- * Shown in the pre-sign policy criteria modal so providers can review
- * what documentation is needed before signing.
+ * Canonical label source — all demo surfaces reference these labels.
  */
 export const LCD_L34220_POLICY = {
   policyId: 'LCD L34220',
@@ -177,6 +112,117 @@ export const LCD_L34220_POLICY = {
   ],
 };
 
+/**
+ * Build pre-check criteria by scanning actual chart data.
+ * Evaluates LCD L34220 criteria against DEMO_ENCOUNTER, DEMO_ORDERS,
+ * and known patient chart state (problem list, imaging history).
+ */
+function buildPreCheckCriteria(): PreCheckCriterion[] {
+  const criteria: PreCheckCriterion[] = [];
+
+  // 1. Valid ICD-10 — check known problem list
+  // In production this queries FHIR Condition resources
+  const diagnosisCode = 'M54.5';
+  criteria.push({
+    label: LCD_L34220_POLICY.criteria[0].label,
+    status: 'met',
+    evidence: `${diagnosisCode} (low back pain) on active problem list`,
+    source: 'Problem List',
+  });
+
+  // 2. Red flag / progressive neuro deficit — scan CC and HPI
+  const ccMentionsProgression = DEMO_ENCOUNTER.cc.toLowerCase().includes('worsening');
+  const hpiMentionsDeficit = DEMO_ENCOUNTER.hpi.toLowerCase().includes('progressive numbness');
+  const hasRedFlag = ccMentionsProgression || hpiMentionsDeficit;
+  const rawSnippet = hpiMentionsDeficit
+    ? DEMO_ENCOUNTER.hpi.match(/progressive numbness[^.]*\./i)?.[0]
+    : DEMO_ENCOUNTER.cc.match(/worsening[^,]*/i)?.[0];
+  const redFlagSnippet = rawSnippet
+    ? rawSnippet.charAt(0).toUpperCase() + rawSnippet.slice(1)
+    : undefined;
+  criteria.push({
+    label: LCD_L34220_POLICY.criteria[1].label,
+    status: hasRedFlag ? 'met' : 'indeterminate',
+    evidence: hasRedFlag ? redFlagSnippet?.trim() : undefined,
+    source: hasRedFlag ? 'CC / HPI' : undefined,
+    gap: hasRedFlag ? undefined : 'No red flag symptoms identified in chart',
+  });
+
+  // 3. Conservative management — scan HPI for therapy duration + orders
+  const hpiMentionsPT = /\d+\s*weeks?\s*(of\s+)?physical therapy/i.test(DEMO_ENCOUNTER.hpi);
+  const hpiMentionsNSAIDs = /\d+\s*weeks?\s*(of\s+)?NSAIDs/i.test(DEMO_ENCOUNTER.hpi);
+  const hasConservative = hpiMentionsPT || hpiMentionsNSAIDs;
+  const conservativeSnippet = DEMO_ENCOUNTER.hpi
+    .match(/failed\s+\d+\s+weeks?[^.]*\./i)?.[0];
+  const orderEvidence = DEMO_ORDERS.length > 0
+    ? `Active order: ${DEMO_ORDERS[0].name}`
+    : undefined;
+  criteria.push({
+    label: LCD_L34220_POLICY.criteria[2].label,
+    status: hasConservative ? 'met' : 'indeterminate',
+    evidence: hasConservative
+      ? (conservativeSnippet?.trim() ?? orderEvidence)
+      : undefined,
+    source: hasConservative ? 'HPI / Orders' : undefined,
+    gap: hasConservative ? undefined : 'Conservative therapy documentation not found',
+  });
+
+  // 4. Clinical rationale — scan assessment for rationale language
+  const assessmentHasRationale =
+    DEMO_ENCOUNTER.assessment.toLowerCase().includes('warrant') ||
+    DEMO_ENCOUNTER.assessment.toLowerCase().includes('medically necessary');
+  criteria.push({
+    label: LCD_L34220_POLICY.criteria[3].label,
+    status: assessmentHasRationale ? 'met' : 'indeterminate',
+    evidence: assessmentHasRationale ? DEMO_ENCOUNTER.assessment : undefined,
+    source: assessmentHasRationale ? 'Assessment' : undefined,
+    gap: assessmentHasRationale ? undefined : 'Clinical rationale not yet documented',
+  });
+
+  // 5. No duplicative imaging — check imaging history (empty = met)
+  // In production this queries FHIR ImagingStudy resources
+  const hasPriorImaging = false; // No prior lumbar imaging in demo chart
+  criteria.push({
+    label: LCD_L34220_POLICY.criteria[4].label,
+    status: hasPriorImaging ? 'not-met' : 'met',
+    evidence: hasPriorImaging ? undefined : 'No prior CT or MRI of lumbar spine in record',
+    source: 'Imaging History',
+    gap: hasPriorImaging ? 'Prior lumbar imaging found in record' : undefined,
+  });
+
+  return criteria;
+}
+
+export const DEMO_PRECHECK_CRITERIA: PreCheckCriterion[] = buildPreCheckCriteria();
+
+/**
+ * Source/evidence mapping for the post-sign PA result criteria.
+ * Keyed by criterion label, provides extracted evidence and chart source
+ * for the evidence trail display in PAResultsPanel.
+ */
+export const DEMO_PA_RESULT_SOURCES: Record<string, { evidence: string; source: string }> = {
+  'Valid ICD-10 for lumbar pathology': {
+    evidence: 'M54.5, M54.51 — low back pain, lumbar radiculopathy left',
+    source: 'Assessment',
+  },
+  'Red flag symptoms or progressive neurological deficit': {
+    evidence: 'Progressive numbness in left foot over past 3 weeks',
+    source: 'HPI',
+  },
+  '4+ weeks conservative management': {
+    evidence: '8 weeks PT (2x/week), naproxen 500mg BID x 6 weeks',
+    source: 'HPI',
+  },
+  'Clinical rationale documented': {
+    evidence: 'Persistent radiculopathy with progressive neuro symptoms despite conservative therapy',
+    source: 'Assessment / Plan',
+  },
+  'No recent duplicative imaging': {
+    evidence: 'No prior lumbar CT or MRI in patient record',
+    source: 'Imaging History',
+  },
+};
+
 /**
  * Pre-built PA result for the EHR demo flow.
  * Matches the Intelligence fixture (demo_mri_lumbar.json) with all 5 LCD L34220

From 8d312076c56dddb2f2378fb03c457d9b58317e87 Mon Sep 17 00:00:00 2001
From: Reed <reedsalus@gmail.com>
Date: Sat, 7 Mar 2026 17:44:23 -0800
Subject: [PATCH 10/10] feat: add documentation sub-flow and submission
 confirmation to EHR demo
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Introduce a "Document" action on indeterminate pre-check gaps that opens
an AI suggestion box, lets the presenter edit and insert text into the
encounter note, then save to chart — upgrading criteria from 4/5 to 5/5.
Add a submission confirmation receipt dialog with PA details. Enrich the
patient header with age, sex, insurance, member ID, and allergies.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../src/components/ehr/EhrHeader.tsx          |  28 +++
 .../src/components/ehr/EncounterNote.tsx      | 185 +++++++++++++++++-
 .../src/components/ehr/PAReadinessWidget.tsx  |  50 +++--
 .../src/components/ehr/PAResultsPanel.tsx     |  39 ++--
 .../ehr/__tests__/PAReadinessWidget.test.tsx  |  47 ++++-
 .../ehr/__tests__/useEhrDemoFlow.test.ts      |  73 ++++++-
 .../src/components/ehr/useEhrDemoFlow.ts      |  85 +++++++-
 .../src/lib/__tests__/demoData.test.ts        |  46 +++--
 apps/dashboard/src/lib/demoData.ts            |  75 ++++---
 apps/dashboard/src/routes/ehr-demo.tsx        | 171 +++++++++++++++-
 package-lock.json                             | 110 +++--------
 11 files changed, 750 insertions(+), 159 deletions(-)

diff --git a/apps/dashboard/src/components/ehr/EhrHeader.tsx b/apps/dashboard/src/components/ehr/EhrHeader.tsx
index aeaf9b6..ec237f5 100644
--- a/apps/dashboard/src/components/ehr/EhrHeader.tsx
+++ b/apps/dashboard/src/components/ehr/EhrHeader.tsx
@@ -2,6 +2,11 @@ interface EhrHeaderPatient {
   name: string;
   dob: string;
   mrn: string;
+  age?: number;
+  sex?: 'M' | 'F';
+  insurance?: string;
+  memberId?: string;
+  allergies?: string[];
 }
 
 interface EncounterMeta {
@@ -41,12 +46,35 @@ export function EhrHeader({ patient, encounterMeta }: EhrHeaderProps) {
         <div className="flex items-center gap-6">
           <span className="text-base font-bold text-gray-900">{patient.name}</span>
           <div className="flex items-center gap-4 text-sm text-gray-600">
+            {patient.age != null && patient.sex && (
+              <span>{patient.age}{patient.sex}</span>
+            )}
             <span>
               <span className="font-medium text-gray-500">DOB:</span> {patient.dob}
             </span>
             <span>
               <span className="font-medium text-gray-500">MRN:</span> {patient.mrn}
             </span>
+            {patient.insurance && (
+              <>
+                <span className="text-gray-300">|</span>
+                <span>
+                  <span className="font-medium text-gray-500">Ins:</span> {patient.insurance}
+                </span>
+                {patient.memberId && (
+                  <span className="text-xs text-gray-400">({patient.memberId})</span>
+                )}
+              </>
+            )}
+            {patient.allergies && patient.allergies.length > 0 && (
+              <>
+                <span className="text-gray-300">|</span>
+                <span className="text-red-600">
+                  <span className="font-medium">Allergies:</span>{' '}
+                  {patient.allergies.join(', ')}
+                </span>
+              </>
+            )}
           </div>
         </div>
       </div>
diff --git a/apps/dashboard/src/components/ehr/EncounterNote.tsx b/apps/dashboard/src/components/ehr/EncounterNote.tsx
index fd516e7..21b6766 100644
--- a/apps/dashboard/src/components/ehr/EncounterNote.tsx
+++ b/apps/dashboard/src/components/ehr/EncounterNote.tsx
@@ -1,3 +1,7 @@
+import { useRef, useEffect, useState } from 'react';
+import { Sparkles, Check, Loader2, CloudUpload } from 'lucide-react';
+import type { DocState } from './useEhrDemoFlow';
+
 export interface Encounter {
   cc: string;
   hpi: string;
@@ -22,6 +26,16 @@ interface EncounterNoteProps {
   encounter: Encounter;
   vitals?: Vitals;
   orders?: Order[];
+  hpiHighlight?: string;
+  assessmentHighlight?: string;
+  /** Documentation sub-flow state */
+  docState?: DocState;
+  /** The suggested text to show in the AI suggestion box */
+  suggestionText?: string;
+  /** Called when user clicks "Add to Note" — receives the (possibly edited) text */
+  onInsertSuggestion?: (editedText: string) => void;
+  /** Called when user clicks "Save to Chart" after inserting */
+  onSaveToChart?: () => void;
 }
 
 function SectionLabel({ children }: { children: React.ReactNode }) {
@@ -32,7 +46,32 @@ function SectionLabel({ children }: { children: React.ReactNode }) {
   );
 }
 
-function EncounterSection({ label, text }: { label: string; text: string }) {
+function EncounterSection({
+  label,
+  text,
+  highlight,
+}: {
+  label: string;
+  text: string;
+  highlight?: string;
+}) {
+  if (highlight && text.includes(highlight)) {
+    const idx = text.indexOf(highlight);
+    const before = text.slice(0, idx);
+    const after = text.slice(idx + highlight.length);
+    return (
+      <div>
+        <SectionLabel>{label}</SectionLabel>
+        <p className="text-sm text-gray-700">
+          {before}
+          <mark className="rounded bg-green-100 px-0.5 text-green-900 animate-fadeIn">
+            {highlight}
+          </mark>
+          {after}
+        </p>
+      </div>
+    );
+  }
   return (
     <div>
       <SectionLabel>{label}</SectionLabel>
@@ -100,12 +139,135 @@ function OrdersCard({ orders }: { orders: Order[] }) {
   );
 }
 
+/** AI Suggestion box shown inside the HPI section during the documentation flow */
+function AISuggestionBox({
+  text,
+  onInsert,
+}: {
+  text: string;
+  onInsert: (editedText: string) => void;
+}) {
+  const [value, setValue] = useState(text);
+  const textareaRef = useRef<HTMLTextAreaElement>(null);
+
+  // Auto-focus and select all text on mount so it feels interactive
+  useEffect(() => {
+    if (textareaRef.current) {
+      textareaRef.current.focus();
+      textareaRef.current.select();
+    }
+  }, []);
+
+  return (
+    <div className="mt-3 rounded-lg border border-blue-200 bg-blue-50/50 p-3 animate-fadeIn">
+      <div className="flex items-center gap-1.5 mb-2">
+        <Sparkles className="h-3.5 w-3.5 text-blue-600" />
+        <span className="text-xs font-semibold uppercase tracking-wider text-blue-600">
+          AuthScript Suggestion
+        </span>
+        <span className="text-[10px] text-slate-400 ml-auto">
+          Edit before adding
+        </span>
+      </div>
+      <textarea
+        ref={textareaRef}
+        value={value}
+        onChange={(e) => setValue(e.target.value)}
+        rows={3}
+        className="w-full resize-none rounded border border-blue-100 bg-white p-2.5 text-sm text-gray-700 font-mono leading-relaxed focus:border-blue-300 focus:outline-none focus:ring-1 focus:ring-blue-200"
+      />
+      <button
+        type="button"
+        onClick={() => onInsert(value)}
+        disabled={!value.trim()}
+        className="mt-2.5 inline-flex items-center gap-1.5 rounded-md bg-blue-600 px-3.5 py-1.5 text-xs font-medium text-white shadow-sm transition-colors hover:bg-blue-700 disabled:opacity-50 disabled:cursor-not-allowed"
+      >
+        <Check className="h-3.5 w-3.5" />
+        Add to Note
+      </button>
+    </div>
+  );
+}
+
+/** Save-to-chart status bar shown after text is inserted */
+function SaveToChartBar({
+  docState,
+  onSave,
+}: {
+  docState: DocState;
+  onSave: () => void;
+}) {
+  if (docState === 'inserted') {
+    return (
+      <div className="flex items-center justify-between rounded-lg border border-green-200 bg-green-50 px-4 py-2.5 animate-fadeIn">
+        <span className="text-sm text-green-800">
+          Documentation updated. Save changes to the patient chart.
+        </span>
+        <button
+          type="button"
+          onClick={onSave}
+          className="inline-flex items-center gap-1.5 rounded-md bg-green-700 px-3.5 py-1.5 text-xs font-medium text-white shadow-sm transition-colors hover:bg-green-800"
+        >
+          <CloudUpload className="h-3.5 w-3.5" />
+          Save to Chart
+        </button>
+      </div>
+    );
+  }
+
+  if (docState === 'saving') {
+    return (
+      <div className="flex items-center gap-2 rounded-lg border border-slate-200 bg-slate-50 px-4 py-2.5 animate-fadeIn">
+        <Loader2 className="h-4 w-4 animate-spin text-slate-500" />
+        <span className="text-sm text-slate-600">
+          Saving to athenahealth...
+        </span>
+      </div>
+    );
+  }
+
+  if (docState === 'saved') {
+    return (
+      <div className="flex items-center gap-2 rounded-lg border border-green-200 bg-green-50 px-4 py-2.5 animate-fadeIn">
+        <div className="flex h-5 w-5 items-center justify-center rounded-full bg-green-600">
+          <Check className="h-3 w-3 text-white" />
+        </div>
+        <span className="text-sm font-medium text-green-800">
+          Saved to chart
+        </span>
+        <span className="text-xs text-green-600">
+          &mdash; encounter note updated via athenahealth API
+        </span>
+      </div>
+    );
+  }
+
+  return null;
+}
+
 export function EncounterNote({
   encounter,
   vitals,
   orders,
+  hpiHighlight,
+  assessmentHighlight,
+  docState = 'idle',
+  suggestionText,
+  onInsertSuggestion,
+  onSaveToChart,
 }: EncounterNoteProps) {
   const enhanced = !!(vitals || orders);
+  const hpiDetailsRef = useRef<HTMLDetailsElement>(null);
+
+  // Auto-open CC/HPI section when suggestion is triggered
+  useEffect(() => {
+    if (docState === 'suggesting' && hpiDetailsRef.current) {
+      hpiDetailsRef.current.open = true;
+    }
+  }, [docState]);
+
+  const showSuggestion = docState === 'suggesting' && suggestionText && onInsertSuggestion;
+  const showSaveBar = docState === 'inserted' || docState === 'saving' || docState === 'saved';
 
   return (
     <div className={enhanced ? 'space-y-4' : ''}>
@@ -121,14 +283,22 @@ export function EncounterNote({
         <div className="divide-y divide-gray-100 px-5">
           {enhanced ? (
             <>
-              {/* CC/HPI — collapsed by default */}
-              <details className="py-3">
+              {/* CC/HPI — collapsed by default, auto-opens during suggestion flow */}
+              <details ref={hpiDetailsRef} className="py-3">
                 <summary className="cursor-pointer text-xs font-bold uppercase tracking-wide text-gray-500">
                   Chief Complaint / HPI
                 </summary>
                 <div className="mt-2 space-y-3">
                   <EncounterSection label="Chief Complaint" text={encounter.cc} />
-                  <EncounterSection label="History of Present Illness" text={encounter.hpi} />
+                  <EncounterSection label="History of Present Illness" text={encounter.hpi} highlight={hpiHighlight} />
+
+                  {/* AI suggestion box — visible during 'suggesting' state */}
+                  {showSuggestion && (
+                    <AISuggestionBox
+                      text={suggestionText}
+                      onInsert={onInsertSuggestion}
+                    />
+                  )}
                 </div>
               </details>
 
@@ -138,7 +308,7 @@ export function EncounterNote({
                   Assessment &amp; Plan
                 </summary>
                 <div className="mt-2 space-y-3">
-                  <EncounterSection label="Assessment" text={encounter.assessment} />
+                  <EncounterSection label="Assessment" text={encounter.assessment} highlight={assessmentHighlight} />
                   <EncounterSection label="Plan" text={encounter.plan} />
                 </div>
               </details>
@@ -163,6 +333,11 @@ export function EncounterNote({
       </div>
 
       {orders && orders.length > 0 && <OrdersCard orders={orders} />}
+
+      {/* Save-to-chart bar — appears after inserting text */}
+      {showSaveBar && onSaveToChart && (
+        <SaveToChartBar docState={docState} onSave={onSaveToChart} />
+      )}
     </div>
   );
 }
diff --git a/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx b/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
index 150c841..e05eb04 100644
--- a/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
+++ b/apps/dashboard/src/components/ehr/PAReadinessWidget.tsx
@@ -5,8 +5,10 @@ import {
   ChevronRight,
   ShieldAlert,
   Loader2,
+  PenLine,
 } from 'lucide-react';
 import type { PreCheckCriterion } from '@/lib/demoData';
+import type { DocState } from './useEhrDemoFlow';
 
 export interface PAReadinessWidgetProps {
   state: 'checking' | 'ready';
@@ -15,6 +17,9 @@ export interface PAReadinessWidgetProps {
   payer: string;
   policyId: string;
   onCriterionClick?: (criterion: PreCheckCriterion) => void;
+  /** Called when user clicks the "Document" link on an indeterminate gap */
+  onGapAction?: () => void;
+  docState?: DocState;
 }
 
 function StatusIcon({ status }: { status: PreCheckCriterion['status'] }) {
@@ -27,14 +32,14 @@ function StatusIcon({ status }: { status: PreCheckCriterion['status'] }) {
   return <X className="h-4 w-4 text-red-600 shrink-0" />;
 }
 
-function ProgressDots({ met, total }: { met: number; total: number }) {
+function ProgressDots({ met, total, allMet }: { met: number; total: number; allMet: boolean }) {
   return (
     <span className="inline-flex items-center gap-0.5">
       {Array.from({ length: total }, (_, i) => (
         <span
           key={i}
-          className={`inline-block h-1.5 w-1.5 rounded-full ${
-            i < met ? 'bg-amber-500' : 'bg-slate-200'
+          className={`inline-block h-1.5 w-1.5 rounded-full transition-colors duration-500 ${
+            i < met ? (allMet ? 'bg-emerald-500' : 'bg-amber-500') : 'bg-slate-200'
           }`}
         />
       ))}
@@ -49,15 +54,18 @@ export function PAReadinessWidget({
   payer,
   policyId,
   onCriterionClick,
+  onGapAction,
+  docState = 'idle',
 }: PAReadinessWidgetProps) {
   const metCount = criteria.filter((c) => c.status === 'met').length;
   const total = criteria.length;
+  const allMet = metCount === total;
 
   return (
-    <div className="rounded-lg border-l-4 border-amber-500 bg-white shadow-sm">
+    <div className={`rounded-lg border-l-4 bg-white shadow-sm transition-colors duration-700 ${allMet ? 'border-emerald-500' : 'border-amber-500'}`}>
       {/* Header */}
       <div className="flex items-center gap-2 border-b border-slate-100 px-4 py-3">
-        <ShieldAlert className="h-5 w-5 text-amber-600" />
+        <ShieldAlert className={`h-5 w-5 transition-colors duration-700 ${allMet ? 'text-emerald-600' : 'text-amber-600'}`} />
         <span className="text-sm font-semibold text-slate-800">
           AuthScript &mdash; Policy Pre-Check
         </span>
@@ -88,7 +96,7 @@ export function PAReadinessWidget({
               <span>{payer}</span>
               <span className="text-slate-400">|</span>
               <span className="inline-flex items-center gap-1.5">
-                <ProgressDots met={metCount} total={total} />
+                <ProgressDots met={metCount} total={total} allMet={allMet} />
                 <span>
                   {metCount}/{total} criteria documented
                 </span>
@@ -97,19 +105,15 @@ export function PAReadinessWidget({
 
             {/* Criteria list */}
             <ul className="divide-y divide-slate-100">
-              {criteria.map((criterion, index) => {
+              {criteria.map((criterion) => {
                 const isClickable = !!onCriterionClick;
                 const Row = isClickable ? 'button' : 'div';
 
                 return (
-                  <li
-                    key={criterion.label}
-                    className="animate-fadeIn"
-                    style={{ animationDelay: `${index * 80}ms` }}
-                  >
+                  <li key={criterion.label}>
                     <Row
                       type={isClickable ? 'button' : undefined}
-                      className={`flex w-full items-start gap-2 py-2.5 px-1 text-left ${
+                      className={`flex w-full items-start gap-2 py-2.5 px-1 text-left transition-colors duration-500 ${
                         isClickable ? 'hover:bg-slate-50 rounded cursor-pointer' : ''
                       }`}
                       onClick={
@@ -140,6 +144,26 @@ export function PAReadinessWidget({
                         {criterion.status === 'indeterminate' && criterion.gap && (
                           <span className="block mt-0.5 text-sm text-amber-600">
                             {criterion.gap}
+                            {/* Inline "Document" action link */}
+                            {onGapAction && docState === 'idle' && (
+                              <button
+                                type="button"
+                                onClick={(e) => {
+                                  e.stopPropagation();
+                                  onGapAction();
+                                }}
+                                className="ml-2 inline-flex items-center gap-1 text-xs font-medium text-blue-600 hover:text-blue-800 underline decoration-dotted underline-offset-2"
+                              >
+                                <PenLine className="h-3 w-3" />
+                                Document
+                              </button>
+                            )}
+                            {docState !== 'idle' && docState !== 'saved' && (
+                              <span className="ml-2 inline-flex items-center gap-1 text-xs text-slate-400">
+                                <Loader2 className="h-3 w-3 animate-spin" />
+                                Editing...
+                              </span>
+                            )}
                           </span>
                         )}
                         {criterion.status === 'not-met' && criterion.gap && (
diff --git a/apps/dashboard/src/components/ehr/PAResultsPanel.tsx b/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
index baa6f99..f1ce6ad 100644
--- a/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
+++ b/apps/dashboard/src/components/ehr/PAResultsPanel.tsx
@@ -11,6 +11,7 @@ import {
   CheckCircle2,
   Sparkles,
   FileText,
+  Receipt,
 } from 'lucide-react';
 import type { EhrDemoState } from './useEhrDemoFlow';
 import type { PARequest, Criterion } from '@/api/graphqlService';
@@ -24,6 +25,7 @@ export interface PAResultsPanelProps {
   onSubmit: () => void;
   onCriterionClick?: (criterion: Criterion) => void;
   onViewPdf?: () => void;
+  onViewConfirmation?: () => void;
 }
 
 const PROCESSING_STEPS = [
@@ -231,9 +233,11 @@ function SubmittingView({ paRequest }: { paRequest: PARequest | null }) {
 function CompleteView({
   paRequest,
   onViewPdf,
+  onViewConfirmation,
 }: {
   paRequest: PARequest | null;
   onViewPdf?: () => void;
+  onViewConfirmation?: () => void;
 }) {
   return (
     <div className="flex flex-col items-center gap-3 py-4 text-center">
@@ -251,16 +255,28 @@ function CompleteView({
           </div>
         )}
       </div>
-      {onViewPdf && (
-        <button
-          type="button"
-          className="mt-2 flex items-center gap-2 rounded-lg border border-slate-200 bg-white px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50 transition-colors"
-          onClick={onViewPdf}
-        >
-          <FileText className="h-4 w-4" />
-          View PA Form
-        </button>
-      )}
+      <div className="mt-2 flex items-center gap-2">
+        {onViewPdf && (
+          <button
+            type="button"
+            className="flex items-center gap-2 rounded-lg border border-slate-200 bg-white px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50 transition-colors"
+            onClick={onViewPdf}
+          >
+            <FileText className="h-4 w-4" />
+            View Submitted PA Form
+          </button>
+        )}
+        {onViewConfirmation && (
+          <button
+            type="button"
+            className="flex items-center gap-2 rounded-lg border border-green-200 bg-green-50 px-4 py-2 text-sm font-medium text-green-700 hover:bg-green-100 transition-colors"
+            onClick={onViewConfirmation}
+          >
+            <Receipt className="h-4 w-4" />
+            View Confirmation
+          </button>
+        )}
+      </div>
     </div>
   );
 }
@@ -281,6 +297,7 @@ export function PAResultsPanel({
   onSubmit,
   onCriterionClick,
   onViewPdf,
+  onViewConfirmation,
 }: PAResultsPanelProps) {
   const isProcessing = state === 'signing' || state === 'processing';
 
@@ -315,7 +332,7 @@ export function PAResultsPanel({
 
         {state === 'submitting' && <SubmittingView paRequest={paRequest} />}
 
-        {state === 'complete' && <CompleteView paRequest={paRequest} onViewPdf={onViewPdf} />}
+        {state === 'complete' && <CompleteView paRequest={paRequest} onViewPdf={onViewPdf} onViewConfirmation={onViewConfirmation} />}
 
         {state === 'error' && error && <ErrorView error={error} />}
       </div>
diff --git a/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
index 80c55df..47d2b52 100644
--- a/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
+++ b/apps/dashboard/src/components/ehr/__tests__/PAReadinessWidget.test.tsx
@@ -180,7 +180,7 @@ describe('PAReadinessWidget', () => {
     expect(onCriterionClick).toHaveBeenCalledWith(criteria[0]);
   });
 
-  it('PAReadinessWidget_Ready_HasAmberAccent', () => {
+  it('PAReadinessWidget_AllMet_HasEmeraldAccent', () => {
     const criteria = buildCriteria();
 
     const { container } = render(
@@ -193,7 +193,52 @@ describe('PAReadinessWidget', () => {
       />,
     );
 
+    const widget = container.firstElementChild;
+    // All 5 criteria met → emerald border
+    expect(widget?.className).toMatch(/border-emerald-500/);
+  });
+
+  it('PAReadinessWidget_PartialMet_HasAmberAccent', () => {
+    const criteria: PreCheckCriterion[] = [
+      { label: 'Met criterion', status: 'met', evidence: 'Found', source: 'HPI' },
+      { label: 'Missing criterion', status: 'indeterminate', gap: 'Not documented' },
+    ];
+
+    const { container } = render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+      />,
+    );
+
     const widget = container.firstElementChild;
     expect(widget?.className).toMatch(/border-amber-500/);
   });
+
+  it('PAReadinessWidget_Indeterminate_ShowsDocumentLink', () => {
+    const criteria: PreCheckCriterion[] = [
+      { label: 'Test criterion', status: 'indeterminate', gap: 'Missing documentation' },
+    ];
+    const onGapAction = vi.fn();
+
+    render(
+      <PAReadinessWidget
+        state="ready"
+        criteria={criteria}
+        order={defaultOrder}
+        payer={defaultPayer}
+        policyId={defaultPolicyId}
+        onGapAction={onGapAction}
+        docState="idle"
+      />,
+    );
+
+    const docLink = screen.getByText('Document');
+    expect(docLink).toBeInTheDocument();
+    fireEvent.click(docLink);
+    expect(onGapAction).toHaveBeenCalled();
+  });
 });
diff --git a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
index 79556bf..51981a0 100644
--- a/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
+++ b/apps/dashboard/src/components/ehr/__tests__/useEhrDemoFlow.test.ts
@@ -44,6 +44,7 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.state).toBe('idle');
     expect(result.current.paRequest).toBeNull();
     expect(result.current.error).toBeNull();
+    expect(result.current.docState).toBe('idle');
   });
 
   it('useEhrDemoFlow_Sign_TransitionsToSigningThenProcessing', async () => {
@@ -125,6 +126,7 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.state).toBe('idle');
     expect(result.current.paRequest).toBeNull();
     expect(result.current.error).toBeNull();
+    expect(result.current.docState).toBe('idle');
   });
 
   it('useEhrDemoFlow_Flag_TransitionsToFlagged', async () => {
@@ -154,7 +156,7 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.preCheckCriteria).not.toBeNull();
   });
 
-  it('useEhrDemoFlow_Flagged_HasPreCheckCriteria', async () => {
+  it('useEhrDemoFlow_Flagged_HasPreCheckCriteria_FourMet', async () => {
     const useEhrDemoFlow = await importHook();
     const { result } = renderHook(() => useEhrDemoFlow());
 
@@ -174,6 +176,75 @@ describe('useEhrDemoFlow', () => {
     expect(result.current.state).toBe('flagged');
     const criteria = result.current.preCheckCriteria!;
     expect(criteria).toHaveLength(5);
+    // Initial state: 4/5 met (conservative therapy is indeterminate)
+    expect(criteria.filter((c) => c.status === 'met')).toHaveLength(4);
+    expect(criteria.find((c) => c.label.includes('conservative'))?.status).toBe('indeterminate');
+  });
+
+  it('useEhrDemoFlow_DocFlow_OpenSuggestion', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    expect(result.current.docState).toBe('idle');
+
+    act(() => {
+      result.current.openSuggestion();
+    });
+
+    expect(result.current.docState).toBe('suggesting');
+  });
+
+  it('useEhrDemoFlow_DocFlow_InsertToNote', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    act(() => {
+      result.current.openSuggestion();
+    });
+    expect(result.current.docState).toBe('suggesting');
+
+    act(() => {
+      result.current.insertToNote('Failed 8 weeks of physical therapy (2x/week) and 6 weeks of NSAIDs (naproxen 500mg BID). No improvement with conservative management.');
+    });
+    expect(result.current.docState).toBe('inserted');
+    expect(result.current.encounter.hpi).toContain('Failed 8 weeks');
+  });
+
+  it('useEhrDemoFlow_DocFlow_SaveToChart_UpdatesCriteria', async () => {
+    const useEhrDemoFlow = await importHook();
+    const { result } = renderHook(() => useEhrDemoFlow());
+
+    // Get to flagged state first
+    let flagPromise: Promise<void>;
+    act(() => {
+      flagPromise = result.current.flag();
+    });
+    await act(async () => {
+      vi.advanceTimersByTime(1500);
+    });
+    await act(async () => {
+      await flagPromise!;
+    });
+
+    // Walk through doc flow
+    act(() => {
+      result.current.openSuggestion();
+    });
+    act(() => {
+      result.current.insertToNote('Failed 8 weeks of physical therapy (2x/week) and 6 weeks of NSAIDs (naproxen 500mg BID). No improvement with conservative management.');
+    });
+    act(() => {
+      result.current.saveToChart();
+    });
+    expect(result.current.docState).toBe('saving');
+
+    // After save delay → saved + criteria updated to 5/5
+    await act(async () => {
+      vi.advanceTimersByTime(1800);
+    });
+
+    expect(result.current.docState).toBe('saved');
+    const criteria = result.current.preCheckCriteria!;
     expect(criteria.filter((c) => c.status === 'met')).toHaveLength(5);
   });
 
diff --git a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
index ddbb5a7..0a289a1 100644
--- a/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
+++ b/apps/dashboard/src/components/ehr/useEhrDemoFlow.ts
@@ -1,16 +1,39 @@
 import { useState, useCallback, useRef } from 'react';
 import type { PARequest } from '@/api/graphqlService';
-import { DEMO_PA_RESULT, DEMO_PRECHECK_CRITERIA } from '@/lib/demoData';
+import type { Encounter } from './EncounterNote';
+import {
+  DEMO_PA_RESULT,
+  DEMO_PRECHECK_CRITERIA_INITIAL,
+  DEMO_PRECHECK_CRITERIA_COMPLETE,
+  DEMO_ENCOUNTER_BASE,
+  DEMO_ENCOUNTER,
+} from '@/lib/demoData';
 import type { PreCheckCriterion } from '@/lib/demoData';
 
 export type EhrDemoState = 'idle' | 'flagged' | 'signing' | 'processing' | 'reviewing' | 'submitting' | 'complete' | 'error';
 
+/**
+ * Documentation sub-state for the "add documentation" flow.
+ * idle → suggesting → inserted → saving → saved
+ */
+export type DocState = 'idle' | 'suggesting' | 'inserted' | 'saving' | 'saved';
+
 export interface EhrDemoFlow {
   state: EhrDemoState;
   paRequest: PARequest | null;
   preCheckCriteria: PreCheckCriterion[] | null;
+  encounter: Encounter;
+  docState: DocState;
+  /** The actual text that was inserted into the HPI (for highlighting). */
+  insertedHpiText: string | null;
   error: string | null;
   flag: () => Promise<void>;
+  /** Open the AI suggestion in the HPI section */
+  openSuggestion: () => void;
+  /** Accept the edited suggestion — insert text into encounter note */
+  insertToNote: (hpiText: string) => void;
+  /** Save the updated note to the EHR */
+  saveToChart: () => void;
   sign: () => Promise<void>;
   submit: () => Promise<void>;
   reset: () => void;
@@ -22,6 +45,9 @@ const PROCESSING_DELAY_MS = 5_000;
 /** Minimum time (ms) for the submit animation. */
 const SUBMIT_DELAY_MS = 1_500;
 
+/** Simulated save-to-EHR delay. */
+const SAVE_TO_CHART_DELAY_MS = 1_800;
+
 function delay(ms: number): Promise<void> {
   return new Promise((resolve) => setTimeout(resolve, ms));
 }
@@ -30,6 +56,9 @@ export function useEhrDemoFlow(): EhrDemoFlow {
   const [state, setState] = useState<EhrDemoState>('idle');
   const [paRequest, setPaRequest] = useState<PARequest | null>(null);
   const [preCheckCriteria, setPreCheckCriteria] = useState<PreCheckCriterion[] | null>(null);
+  const [encounter, setEncounter] = useState<Encounter>(DEMO_ENCOUNTER_BASE);
+  const [docState, setDocState] = useState<DocState>('idle');
+  const [insertedHpiText, setInsertedHpiText] = useState<string | null>(null);
   const [error, setError] = useState<string | null>(null);
   const cancelledRef = useRef(false);
 
@@ -39,9 +68,41 @@ export function useEhrDemoFlow(): EhrDemoFlow {
     await delay(1500);
     if (cancelledRef.current) return;
     setState('flagged');
-    setPreCheckCriteria(DEMO_PRECHECK_CRITERIA);
+    // Start with 4/5 criteria (conservative therapy indeterminate)
+    setPreCheckCriteria(DEMO_PRECHECK_CRITERIA_INITIAL);
   }, [state]);
 
+  const openSuggestion = useCallback(() => {
+    if (docState !== 'idle') return;
+    setDocState('suggesting');
+  }, [docState]);
+
+  const insertToNote = useCallback((hpiText: string) => {
+    if (docState !== 'suggesting') return;
+    const trimmed = hpiText.trim();
+    setInsertedHpiText(trimmed);
+    // Build encounter with the edited text spliced into the base HPI
+    setEncounter({
+      ...DEMO_ENCOUNTER_BASE,
+      hpi: DEMO_ENCOUNTER_BASE.hpi.replace(
+        'Denies bowel/bladder dysfunction',
+        `${trimmed} Denies bowel/bladder dysfunction`,
+      ),
+      assessment: DEMO_ENCOUNTER.assessment,
+    });
+    setDocState('inserted');
+  }, [docState]);
+
+  const saveToChart = useCallback(() => {
+    if (docState !== 'inserted') return;
+    setDocState('saving');
+    setTimeout(() => {
+      setDocState('saved');
+      // Re-evaluate criteria after save completes
+      setPreCheckCriteria(DEMO_PRECHECK_CRITERIA_COMPLETE);
+    }, SAVE_TO_CHART_DELAY_MS);
+  }, [docState]);
+
   const sign = useCallback(async () => {
     try {
       setState('signing');
@@ -94,8 +155,26 @@ export function useEhrDemoFlow(): EhrDemoFlow {
     setState('idle');
     setPaRequest(null);
     setPreCheckCriteria(null);
+    setEncounter(DEMO_ENCOUNTER_BASE);
+    setDocState('idle');
+    setInsertedHpiText(null);
     setError(null);
   }, []);
 
-  return { state, paRequest, preCheckCriteria, error, flag, sign, submit, reset };
+  return {
+    state,
+    paRequest,
+    preCheckCriteria,
+    encounter,
+    docState,
+    insertedHpiText,
+    error,
+    flag,
+    openSuggestion,
+    insertToNote,
+    saveToChart,
+    sign,
+    submit,
+    reset,
+  };
 }
diff --git a/apps/dashboard/src/lib/__tests__/demoData.test.ts b/apps/dashboard/src/lib/__tests__/demoData.test.ts
index 95ce86a..ba78f68 100644
--- a/apps/dashboard/src/lib/__tests__/demoData.test.ts
+++ b/apps/dashboard/src/lib/__tests__/demoData.test.ts
@@ -4,13 +4,16 @@ import {
   DEMO_SERVICE,
   DEMO_EHR_PATIENT,
   DEMO_ENCOUNTER,
+  DEMO_ENCOUNTER_BASE,
   DEMO_VITALS,
   DEMO_ORDERS,
   DEMO_ENCOUNTER_META,
   DEMO_PA_RESULT,
-  DEMO_PRECHECK_CRITERIA,
+  DEMO_PRECHECK_CRITERIA_INITIAL,
+  DEMO_PRECHECK_CRITERIA_COMPLETE,
   DEMO_PA_RESULT_SOURCES,
   LCD_L34220_POLICY,
+  buildPreCheckCriteria,
 } from '../demoData';
 
 describe('demoData', () => {
@@ -64,12 +67,27 @@ describe('demoData', () => {
     expect(DEMO_PA_RESULT.status).toBe('ready');
   });
 
-  it('DEMO_PRECHECK_CRITERIA_HasFiveItems', () => {
-    expect(DEMO_PRECHECK_CRITERIA).toHaveLength(5);
+  it('DEMO_ENCOUNTER_BASE_OmitsConservativeTherapy', () => {
+    expect(DEMO_ENCOUNTER_BASE.hpi).not.toContain('Failed 8 weeks');
+    expect(DEMO_ENCOUNTER_BASE.hpi).not.toContain('NSAIDs');
   });
 
-  it('DEMO_PRECHECK_CRITERIA_AllMetWithEvidenceAndSource', () => {
-    const met = DEMO_PRECHECK_CRITERIA.filter((c) => c.status === 'met');
+  it('DEMO_ENCOUNTER_IncludesConservativeTherapy', () => {
+    expect(DEMO_ENCOUNTER.hpi).toContain('Failed 8 weeks');
+    expect(DEMO_ENCOUNTER.hpi).toContain('naproxen 500mg BID');
+  });
+
+  it('DEMO_PRECHECK_CRITERIA_INITIAL_HasFourMet', () => {
+    expect(DEMO_PRECHECK_CRITERIA_INITIAL).toHaveLength(5);
+    const met = DEMO_PRECHECK_CRITERIA_INITIAL.filter((c) => c.status === 'met');
+    expect(met).toHaveLength(4);
+    const conservative = DEMO_PRECHECK_CRITERIA_INITIAL.find((c) => c.label.includes('conservative'));
+    expect(conservative?.status).toBe('indeterminate');
+  });
+
+  it('DEMO_PRECHECK_CRITERIA_COMPLETE_HasFiveMet', () => {
+    expect(DEMO_PRECHECK_CRITERIA_COMPLETE).toHaveLength(5);
+    const met = DEMO_PRECHECK_CRITERIA_COMPLETE.filter((c) => c.status === 'met');
     expect(met).toHaveLength(5);
     met.forEach((c) => {
       expect(c.evidence).toBeTruthy();
@@ -77,23 +95,25 @@ describe('demoData', () => {
     });
   });
 
-  it('DEMO_PRECHECK_CRITERIA_DerivedFromChartData', () => {
-    // Red flag criterion sources evidence from DEMO_ENCOUNTER
-    const redFlag = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('Red flag'));
+  it('buildPreCheckCriteria_DerivedFromChartData', () => {
+    const criteria = buildPreCheckCriteria(DEMO_ENCOUNTER);
+
+    // Red flag criterion sources evidence from encounter
+    const redFlag = criteria.find((c) => c.label.includes('Red flag'));
     expect(redFlag?.evidence).toContain('Progressive numbness');
 
-    // Conservative management sources from DEMO_ENCOUNTER HPI
-    const conservative = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('conservative'));
+    // Conservative management sources from encounter HPI
+    const conservative = criteria.find((c) => c.label.includes('conservative'));
     expect(conservative?.evidence).toBeTruthy();
 
-    // Clinical rationale sources from DEMO_ENCOUNTER assessment
-    const rationale = DEMO_PRECHECK_CRITERIA.find((c) => c.label.includes('Clinical rationale'));
+    // Clinical rationale sources from encounter assessment
+    const rationale = criteria.find((c) => c.label.includes('Clinical rationale'));
     expect(rationale?.evidence).toContain('warrant');
   });
 
   it('DEMO_PRECHECK_CRITERIA_LabelsMatchLCDPolicy', () => {
     const policyLabels = new Set(LCD_L34220_POLICY.criteria.map((c) => c.label));
-    DEMO_PRECHECK_CRITERIA.forEach((c) => {
+    DEMO_PRECHECK_CRITERIA_COMPLETE.forEach((c) => {
       expect(policyLabels.has(c.label)).toBe(true);
     });
   });
diff --git a/apps/dashboard/src/lib/demoData.ts b/apps/dashboard/src/lib/demoData.ts
index 775ce76..0d31542 100644
--- a/apps/dashboard/src/lib/demoData.ts
+++ b/apps/dashboard/src/lib/demoData.ts
@@ -18,19 +18,45 @@ export const DEMO_EHR_PATIENT = {
   name: 'Rebecca Sandbox',
   dob: '09/14/1990',
   mrn: 'ATH60182',
+  age: 35,
+  sex: 'F' as const,
+  insurance: 'Blue Cross Blue Shield',
+  memberId: 'ATH60182',
+  allergies: ['Sulfa drugs', 'Codeine'],
 };
 
 /**
- * Demo encounter clinical content
+ * Demo encounter clinical content.
+ * BASE version omits conservative therapy detail — used for the 4/5 "missing docs" state.
+ * ENHANCED sentence is appended when the presenter "adds documentation."
  */
-export const DEMO_ENCOUNTER = {
+export const DEMO_ENCOUNTER_BASE = {
   cc: 'Chronic lower back pain with radiation to left lower extremity, 6 months duration, worsening over past 3 weeks',
-  hpi: '35-year-old female presents with persistent lumbar pain radiating to the left leg. Pain rated 7/10, worse with prolonged sitting and standing. Reports progressive numbness in left foot over past 3 weeks. Failed 8 weeks of physical therapy (2x/week) and 6 weeks of NSAIDs (naproxen 500mg BID). No improvement with conservative management. Denies bowel/bladder dysfunction, fever, or recent trauma.',
+  hpi: '35-year-old female presents with persistent lumbar pain radiating to the left leg. Pain rated 7/10, worse with prolonged sitting and standing. Reports progressive numbness in left foot over past 3 weeks. Denies bowel/bladder dysfunction, fever, or recent trauma.',
   assessment:
-    'Lumbar radiculopathy, left L5-S1. Failed conservative therapy. Progressive neurological symptoms warrant advanced imaging.',
+    'Lumbar radiculopathy, left L5-S1. Progressive neurological symptoms warrant advanced imaging.',
   plan: 'Order MRI lumbar spine without contrast to evaluate for disc herniation or spinal stenosis. Continue current medications pending imaging results. Follow up in 2 weeks with MRI results.',
 };
 
+/** The sentence added during the "add documentation" demo moment. */
+export const DEMO_HPI_ADDENDUM =
+  'Failed 8 weeks of physical therapy (2x/week) and 6 weeks of NSAIDs (naproxen 500mg BID). No improvement with conservative management.';
+
+export const DEMO_ASSESSMENT_ADDENDUM = 'Failed conservative therapy. ';
+
+/** Full encounter with conservative therapy documented (post-addendum). */
+export const DEMO_ENCOUNTER = {
+  ...DEMO_ENCOUNTER_BASE,
+  hpi: DEMO_ENCOUNTER_BASE.hpi.replace(
+    'Denies bowel/bladder dysfunction',
+    `${DEMO_HPI_ADDENDUM} Denies bowel/bladder dysfunction`,
+  ),
+  assessment: DEMO_ENCOUNTER_BASE.assessment.replace(
+    'Progressive neurological symptoms',
+    `${DEMO_ASSESSMENT_ADDENDUM}Progressive neurological symptoms`,
+  ),
+};
+
 /**
  * Encounter metadata — provider, specialty, date, type
  */
@@ -113,15 +139,13 @@ export const LCD_L34220_POLICY = {
 };
 
 /**
- * Build pre-check criteria by scanning actual chart data.
- * Evaluates LCD L34220 criteria against DEMO_ENCOUNTER, DEMO_ORDERS,
- * and known patient chart state (problem list, imaging history).
+ * Build pre-check criteria by scanning encounter data.
+ * Accepts the encounter to scan — allows switching between base (4/5) and full (5/5).
  */
-function buildPreCheckCriteria(): PreCheckCriterion[] {
+export function buildPreCheckCriteria(encounter: typeof DEMO_ENCOUNTER): PreCheckCriterion[] {
   const criteria: PreCheckCriterion[] = [];
 
   // 1. Valid ICD-10 — check known problem list
-  // In production this queries FHIR Condition resources
   const diagnosisCode = 'M54.5';
   criteria.push({
     label: LCD_L34220_POLICY.criteria[0].label,
@@ -131,12 +155,12 @@ function buildPreCheckCriteria(): PreCheckCriterion[] {
   });
 
   // 2. Red flag / progressive neuro deficit — scan CC and HPI
-  const ccMentionsProgression = DEMO_ENCOUNTER.cc.toLowerCase().includes('worsening');
-  const hpiMentionsDeficit = DEMO_ENCOUNTER.hpi.toLowerCase().includes('progressive numbness');
+  const ccMentionsProgression = encounter.cc.toLowerCase().includes('worsening');
+  const hpiMentionsDeficit = encounter.hpi.toLowerCase().includes('progressive numbness');
   const hasRedFlag = ccMentionsProgression || hpiMentionsDeficit;
   const rawSnippet = hpiMentionsDeficit
-    ? DEMO_ENCOUNTER.hpi.match(/progressive numbness[^.]*\./i)?.[0]
-    : DEMO_ENCOUNTER.cc.match(/worsening[^,]*/i)?.[0];
+    ? encounter.hpi.match(/progressive numbness[^.]*\./i)?.[0]
+    : encounter.cc.match(/worsening[^,]*/i)?.[0];
   const redFlagSnippet = rawSnippet
     ? rawSnippet.charAt(0).toUpperCase() + rawSnippet.slice(1)
     : undefined;
@@ -148,11 +172,11 @@ function buildPreCheckCriteria(): PreCheckCriterion[] {
     gap: hasRedFlag ? undefined : 'No red flag symptoms identified in chart',
   });
 
-  // 3. Conservative management — scan HPI for therapy duration + orders
-  const hpiMentionsPT = /\d+\s*weeks?\s*(of\s+)?physical therapy/i.test(DEMO_ENCOUNTER.hpi);
-  const hpiMentionsNSAIDs = /\d+\s*weeks?\s*(of\s+)?NSAIDs/i.test(DEMO_ENCOUNTER.hpi);
+  // 3. Conservative management — scan HPI for therapy duration
+  const hpiMentionsPT = /\d+\s*weeks?\s*(of\s+)?physical therapy/i.test(encounter.hpi);
+  const hpiMentionsNSAIDs = /\d+\s*weeks?\s*(of\s+)?NSAIDs/i.test(encounter.hpi);
   const hasConservative = hpiMentionsPT || hpiMentionsNSAIDs;
-  const conservativeSnippet = DEMO_ENCOUNTER.hpi
+  const conservativeSnippet = encounter.hpi
     .match(/failed\s+\d+\s+weeks?[^.]*\./i)?.[0];
   const orderEvidence = DEMO_ORDERS.length > 0
     ? `Active order: ${DEMO_ORDERS[0].name}`
@@ -164,24 +188,23 @@ function buildPreCheckCriteria(): PreCheckCriterion[] {
       ? (conservativeSnippet?.trim() ?? orderEvidence)
       : undefined,
     source: hasConservative ? 'HPI / Orders' : undefined,
-    gap: hasConservative ? undefined : 'Conservative therapy documentation not found',
+    gap: hasConservative ? undefined : 'Conservative therapy documentation not found in HPI',
   });
 
   // 4. Clinical rationale — scan assessment for rationale language
   const assessmentHasRationale =
-    DEMO_ENCOUNTER.assessment.toLowerCase().includes('warrant') ||
-    DEMO_ENCOUNTER.assessment.toLowerCase().includes('medically necessary');
+    encounter.assessment.toLowerCase().includes('warrant') ||
+    encounter.assessment.toLowerCase().includes('medically necessary');
   criteria.push({
     label: LCD_L34220_POLICY.criteria[3].label,
     status: assessmentHasRationale ? 'met' : 'indeterminate',
-    evidence: assessmentHasRationale ? DEMO_ENCOUNTER.assessment : undefined,
+    evidence: assessmentHasRationale ? encounter.assessment : undefined,
     source: assessmentHasRationale ? 'Assessment' : undefined,
     gap: assessmentHasRationale ? undefined : 'Clinical rationale not yet documented',
   });
 
   // 5. No duplicative imaging — check imaging history (empty = met)
-  // In production this queries FHIR ImagingStudy resources
-  const hasPriorImaging = false; // No prior lumbar imaging in demo chart
+  const hasPriorImaging = false;
   criteria.push({
     label: LCD_L34220_POLICY.criteria[4].label,
     status: hasPriorImaging ? 'not-met' : 'met',
@@ -193,7 +216,11 @@ function buildPreCheckCriteria(): PreCheckCriterion[] {
   return criteria;
 }
 
-export const DEMO_PRECHECK_CRITERIA: PreCheckCriterion[] = buildPreCheckCriteria();
+/** Initial pre-check against base encounter (4/5 — conservative therapy missing). */
+export const DEMO_PRECHECK_CRITERIA_INITIAL: PreCheckCriterion[] = buildPreCheckCriteria(DEMO_ENCOUNTER_BASE);
+
+/** Full pre-check after documentation added (5/5 — all met). */
+export const DEMO_PRECHECK_CRITERIA_COMPLETE: PreCheckCriterion[] = buildPreCheckCriteria(DEMO_ENCOUNTER);
 
 /**
  * Source/evidence mapping for the post-sign PA result criteria.
diff --git a/apps/dashboard/src/routes/ehr-demo.tsx b/apps/dashboard/src/routes/ehr-demo.tsx
index ae9d248..4447219 100644
--- a/apps/dashboard/src/routes/ehr-demo.tsx
+++ b/apps/dashboard/src/routes/ehr-demo.tsx
@@ -1,6 +1,17 @@
 import { useState, useEffect } from 'react';
+import { createPortal } from 'react-dom';
 import { createFileRoute } from '@tanstack/react-router';
-import { FileText } from 'lucide-react';
+import {
+  FileText,
+  X,
+  CheckCircle2,
+  Shield,
+  Clock,
+  User,
+  Building2,
+  Hash,
+  Stethoscope,
+} from 'lucide-react';
 import {
   EhrHeader,
   EncounterNote,
@@ -14,12 +25,14 @@ import { CriteriaReasonDialog } from './analysis.$transactionId';
 import { PdfViewerModal } from '@/components/PdfViewerModal';
 import {
   DEMO_EHR_PATIENT,
-  DEMO_ENCOUNTER,
   DEMO_ENCOUNTER_META,
-  DEMO_VITALS,
   DEMO_ORDERS,
+  DEMO_HPI_ADDENDUM,
+  DEMO_ASSESSMENT_ADDENDUM,
 } from '@/lib/demoData';
-import type { Criterion } from '@/api/graphqlService';
+
+
+import type { Criterion, PARequest } from '@/api/graphqlService';
 import type { Order } from '@/components/ehr/EncounterNote';
 
 const BLANK_PA_FORM_URL = '/pdf-templates/tx-standard-pa-form.pdf';
@@ -30,11 +43,138 @@ function deriveOrderStatus(flowState: string, baseStatus: Order['status']): Orde
   return 'completed';
 }
 
+/** Submission confirmation receipt dialog */
+function ConfirmationDialog({
+  isOpen,
+  onClose,
+  paRequest,
+}: {
+  isOpen: boolean;
+  onClose: () => void;
+  paRequest: PARequest | null;
+}) {
+  if (!isOpen || !paRequest) return null;
+
+  const confirmationId = `CONF-${paRequest.id.replace('PA-DEMO-', '')}`;
+  const submittedDate = paRequest.submittedAt
+    ? new Date(paRequest.submittedAt)
+    : new Date();
+
+  const rows: { icon: React.ReactNode; label: string; value: string }[] = [
+    {
+      icon: <Hash className="h-4 w-4 text-slate-400" />,
+      label: 'Confirmation #',
+      value: confirmationId,
+    },
+    {
+      icon: <Hash className="h-4 w-4 text-slate-400" />,
+      label: 'PA Request ID',
+      value: paRequest.id,
+    },
+    {
+      icon: <Clock className="h-4 w-4 text-slate-400" />,
+      label: 'Submitted',
+      value: submittedDate.toLocaleString(),
+    },
+    {
+      icon: <User className="h-4 w-4 text-slate-400" />,
+      label: 'Patient',
+      value: `${paRequest.patient?.name ?? 'Unknown'} (MRN: ${paRequest.patient?.mrn ?? 'N/A'})`,
+    },
+    {
+      icon: <Building2 className="h-4 w-4 text-slate-400" />,
+      label: 'Payer',
+      value: paRequest.payer,
+    },
+    {
+      icon: <Stethoscope className="h-4 w-4 text-slate-400" />,
+      label: 'Procedure',
+      value: `${paRequest.procedureCode} — ${paRequest.procedureName}`,
+    },
+    {
+      icon: <User className="h-4 w-4 text-slate-400" />,
+      label: 'Ordering Provider',
+      value: `${paRequest.provider} (NPI: ${paRequest.providerNpi})`,
+    },
+    {
+      icon: <Shield className="h-4 w-4 text-slate-400" />,
+      label: 'Policy',
+      value: 'LCD L34220 — MRI Lumbar Spine',
+    },
+  ];
+
+  return createPortal(
+    <div
+      className="fixed inset-0 z-[9999] flex items-center justify-center bg-black/60 backdrop-blur-sm"
+      onClick={onClose}
+    >
+      <div
+        className="relative w-full max-w-md mx-4 overflow-hidden rounded-2xl border border-gray-200 bg-white shadow-2xl"
+        onClick={(e) => e.stopPropagation()}
+      >
+        {/* Header */}
+        <div className="flex items-center justify-between border-b border-gray-200 px-5 py-4">
+          <div className="flex items-center gap-3">
+            <div className="flex h-8 w-8 items-center justify-center rounded-lg bg-green-100">
+              <CheckCircle2 className="h-4 w-4 text-green-600" />
+            </div>
+            <div>
+              <div className="text-sm font-semibold text-gray-900">
+                Submission Confirmation
+              </div>
+              <div className="text-xs text-gray-500">
+                athenahealth DocumentReference
+              </div>
+            </div>
+          </div>
+          <button
+            type="button"
+            onClick={onClose}
+            className="rounded-lg p-2 transition-colors hover:bg-gray-100"
+          >
+            <X className="h-5 w-5 text-gray-500" />
+          </button>
+        </div>
+
+        {/* Receipt rows */}
+        <div className="divide-y divide-gray-100 px-5">
+          {rows.map((row) => (
+            <div key={row.label} className="flex items-start gap-3 py-3">
+              <span className="mt-0.5">{row.icon}</span>
+              <div className="min-w-0 flex-1">
+                <div className="text-xs font-medium uppercase tracking-wider text-gray-400">
+                  {row.label}
+                </div>
+                <div className="mt-0.5 text-sm text-gray-900 break-words">
+                  {row.value}
+                </div>
+              </div>
+            </div>
+          ))}
+        </div>
+
+        {/* Footer */}
+        <div className="border-t border-gray-200 bg-slate-50 px-5 py-3">
+          <div className="flex items-center gap-2 text-xs text-slate-500">
+            <Shield className="h-3.5 w-3.5" />
+            <span>
+              PA form written to patient chart via{' '}
+              <span className="font-mono">POST /fhir/r4/DocumentReference</span>
+            </span>
+          </div>
+        </div>
+      </div>
+    </div>,
+    document.body,
+  );
+}
+
 export function EhrDemoPage() {
   const flow = useEhrDemoFlow();
   const [selectedCriterion, setSelectedCriterion] = useState<Criterion | null>(null);
   const [pdfOpen, setPdfOpen] = useState(false);
   const [blankFormOpen, setBlankFormOpen] = useState(false);
+  const [confirmationOpen, setConfirmationOpen] = useState(false);
 
   // Auto-trigger PA detection on mount
   useEffect(() => {
@@ -54,6 +194,9 @@ export function EhrDemoPage() {
   const isSigned = flow.state !== 'idle' && flow.state !== 'flagged';
   const showPostSignPanel = isSigned && flow.state !== 'error';
 
+  // Show highlight only after text has been inserted into the note
+  const textInserted = flow.docState === 'inserted' || flow.docState === 'saving' || flow.docState === 'saved';
+
   return (
     <div className="fixed inset-0 z-[100] min-h-screen bg-gray-100 overflow-auto">
       <EhrHeader patient={DEMO_EHR_PATIENT} encounterMeta={DEMO_ENCOUNTER_META} />
@@ -61,9 +204,15 @@ export function EhrDemoPage() {
         <EncounterSidebar signed={isSigned} flowState={flow.state} preCheckCount={preCheckCount} />
         <div className="flex-1 max-w-5xl mx-auto p-6 space-y-6">
           <EncounterNote
-            encounter={DEMO_ENCOUNTER}
-            vitals={DEMO_VITALS}
+            encounter={flow.encounter}
+            vitals={{bp: '128/82', hr: 72, temp: 98.6, spo2: 99}}
             orders={dynamicOrders}
+            hpiHighlight={textInserted ? (flow.insertedHpiText ?? DEMO_HPI_ADDENDUM) : undefined}
+            assessmentHighlight={textInserted ? DEMO_ASSESSMENT_ADDENDUM : undefined}
+            docState={flow.docState}
+            suggestionText={DEMO_HPI_ADDENDUM}
+            onInsertSuggestion={(editedText) => flow.insertToNote(editedText)}
+            onSaveToChart={() => flow.saveToChart()}
           />
 
           {/* Pre-check readiness widget (visible in flagged state) */}
@@ -75,6 +224,8 @@ export function EhrDemoPage() {
                 order={{ code: '72148', name: 'MRI Lumbar Spine w/o Contrast' }}
                 payer="Blue Cross Blue Shield"
                 policyId="LCD L34220"
+                onGapAction={() => flow.openSuggestion()}
+                docState={flow.docState}
               />
             </div>
           )}
@@ -101,6 +252,7 @@ export function EhrDemoPage() {
                 onSubmit={() => flow.submit()}
                 onCriterionClick={(c) => setSelectedCriterion(c)}
                 onViewPdf={() => setPdfOpen(true)}
+                onViewConfirmation={() => setConfirmationOpen(true)}
               />
             </div>
           )}
@@ -130,6 +282,13 @@ export function EhrDemoPage() {
         staticUrl={BLANK_PA_FORM_URL}
         title="TX Standard PA Request Form (NOFR001)"
       />
+
+      {/* Submission confirmation receipt */}
+      <ConfirmationDialog
+        isOpen={confirmationOpen}
+        onClose={() => setConfirmationOpen(false)}
+        paRequest={flow.paRequest}
+      />
     </div>
   );
 }
diff --git a/package-lock.json b/package-lock.json
index fcc543c..097a3da 100644
--- a/package-lock.json
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