feat: group schedule toolbar; add Consent, New Patient Form Link, Consent Templates placeholders

- Schedule page: toolbar grouped into Appointment, Consent, Eligibility,
  Claim, Communication and Download sections; new Consent button (stub)
- Patients page: New Patient Form Link button (stub)
- Settings: Consent Templates sidebar entry and placeholder section

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
2026-10-20 22:00:25 -04:00
co-authored by Claude Opus 5.5
parent aa5d3bf2d5
commit 59a75a4d6b
4 changed files with 368 additions and 275 deletions
@@ -37,6 +37,7 @@ import {
KeyRound,
Copy,
Keyboard,
FileSignature,
} from "lucide-react";
import { cn } from "@/lib/utils";
import { useMemo, useState, useEffect } from "react";
@@ -273,6 +274,11 @@ export function Sidebar() {
path: "/settings/npi",
icon: <Stethoscope className="h-4 w-4 text-gray-400" />,
},
{
name: "Consent Templates",
path: "/settings/consenttemplates",
icon: <FileSignature className="h-4 w-4 text-gray-400" />,
},
{
name: "Program Bridge",
path: "/settings/programs",
+100 -38
View File
@@ -32,6 +32,7 @@ import {
ExternalLink,
Bot,
UserCheck,
FileSignature,
} from "lucide-react";
import { useToast } from "@/hooks/use-toast";
import { Calendar } from "@/components/ui/calendar";
@@ -1531,6 +1532,11 @@ export default function AppointmentsPage() {
}
};
// Consent: logic to be defined later.
const handleConsent = () => {
toast({ title: "Consent", description: "Consent feature coming soon." });
};
const handleDownloadClaimPdfs = async () => {
if (!user) return;
setIsDownloadingClaimPdfs(true);
@@ -1865,7 +1871,7 @@ export default function AppointmentsPage() {
/>
<div className="container mx-auto">
<div className="flex justify-between items-center mb-6">
<div className="flex flex-col gap-4 mb-6">
<div>
<h1 className="text-3xl font-bold tracking-tight">
Appointment Schedule
@@ -1875,7 +1881,13 @@ export default function AppointmentsPage() {
</p>
</div>
<div className="flex items-center gap-3 flex-wrap">
<div className="flex items-start gap-3 flex-wrap">
{/* Appointment group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Appointment
</span>
<div className="flex flex-wrap items-center gap-2">
<Button
onClick={() => {
setEditingAppointment(undefined);
@@ -1886,7 +1898,31 @@ export default function AppointmentsPage() {
<Plus className="h-4 w-4" />
New Appointment
</Button>
</div>
</div>
{/* Consent group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Consent
</span>
<div className="flex flex-wrap items-center gap-2">
<Button
onClick={() => handleConsent()}
disabled={isLoading}
>
<FileSignature className="h-4 w-4" />
Consent
</Button>
</div>
</div>
{/* Eligibility group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Eligibility
</span>
<div className="flex flex-wrap items-center gap-2">
{/* Check Eligibility for Column section */}
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
@@ -1923,44 +1959,15 @@ export default function AppointmentsPage() {
</label>
))}
</div>
{/* Claim for Column section */}
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
onClick={() => handleClaimForColumn()}
disabled={isLoading || isClaimingColumn || selectedClaimColumns.size === 0}
size="sm"
>
{isClaimingColumn ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
Submitting...
</>
) : (
<>
<FileCheck className="h-4 w-4 mr-1" />
Claim for Column
</>
)}
</Button>
{staffMembers.map((staff, index) => (
<label
key={staff.id}
className="flex items-center gap-1 cursor-pointer select-none"
>
<input
type="checkbox"
className="w-4 h-4 rounded border-gray-400 accent-teal-600"
checked={selectedClaimColumns.has(Number(staff.id))}
onChange={() => toggleClaimColumn(Number(staff.id))}
/>
<span className="text-sm font-medium">
{columnLabels[String(staff.id)] ?? String.fromCharCode(65 + index)}
</span>
</label>
))}
</div>
</div>
{/* Claim group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Claim
</span>
<div className="flex flex-wrap items-center gap-2">
{/* Claim for Column with AI section */}
<div className="flex flex-wrap items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
@@ -2039,6 +2046,51 @@ export default function AppointmentsPage() {
</div>
</div>
{/* Claim for Column section */}
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
onClick={() => handleClaimForColumn()}
disabled={isLoading || isClaimingColumn || selectedClaimColumns.size === 0}
size="sm"
>
{isClaimingColumn ? (
<>
<LoaderCircleIcon className="h-4 w-4 mr-1 animate-spin" />
Submitting...
</>
) : (
<>
<FileCheck className="h-4 w-4 mr-1" />
Claim for Column
</>
)}
</Button>
{staffMembers.map((staff, index) => (
<label
key={staff.id}
className="flex items-center gap-1 cursor-pointer select-none"
>
<input
type="checkbox"
className="w-4 h-4 rounded border-gray-400 accent-teal-600"
checked={selectedClaimColumns.has(Number(staff.id))}
onChange={() => toggleClaimColumn(Number(staff.id))}
/>
<span className="text-sm font-medium">
{columnLabels[String(staff.id)] ?? String.fromCharCode(65 + index)}
</span>
</label>
))}
</div>
</div>
</div>
{/* Communication group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Communication
</span>
<div className="flex flex-wrap items-center gap-2">
{/* Text Reminder for Column section */}
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
@@ -2140,7 +2192,15 @@ export default function AppointmentsPage() {
<span className="text-xs text-gray-600 whitespace-nowrap">AI follow up</span>
</div>
</div>
</div>
</div>
{/* Download group */}
<div className="flex flex-col gap-1 rounded-lg border border-dashed border-gray-300 bg-gray-50/60 p-2">
<span className="px-1 text-[11px] font-semibold uppercase tracking-wide text-muted-foreground">
Download
</span>
<div className="flex flex-wrap items-center gap-2">
{/* Download Filled Claim/Preauth Form: ADA forms (e.g. BCBS) for the selected date */}
<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
<Button
@@ -2163,6 +2223,8 @@ export default function AppointmentsPage() {
</div>
</div>
</div>
</div>
</div>
{/* Context Menu */}
<Menu id={APPOINTMENT_CONTEXT_MENU_ID} animation="fade">
+13
View File
@@ -15,6 +15,7 @@ import {
Camera,
NotebookPen,
FileCheck2,
Link2,
} from "lucide-react";
import { useToast } from "@/hooks/use-toast";
import {
@@ -398,6 +399,18 @@ export default function PatientsPage() {
<Plus className="h-4 w-4" />
New Patient
</Button>
<Button
variant="outline"
onClick={() => {
// New patient form link: logic to be defined later.
toast({ title: "New Patient Form Link", description: "Coming soon." });
}}
className="gap-1"
disabled={isLoading}
>
<Link2 className="h-4 w-4" />
New Patient Form Link
</Button>
</div>
</div>
+12
View File
@@ -29,6 +29,7 @@ type SectionId =
| "account"
| "credentials"
| "npi"
| "consenttemplates"
| "programs"
| "twilio"
| "telnyx"
@@ -256,6 +257,17 @@ export default function SettingsPage() {
case "npi":
return <NpiProviderTable />;
case "consenttemplates":
// Consent templates: logic to be defined later.
return (
<Card>
<CardContent className="py-6">
<h2 className="text-lg font-semibold text-gray-900">Consent Templates</h2>
<p className="text-sm text-gray-500 mt-1">Coming soon.</p>
</CardContent>
</Card>
);
case "programs":
return <ProgramBridgeTable />;