After the MH claim selenium job completes and the PDF is saved to the
database, immediately open the PdfPreviewModal so the user can view the
confirmation without navigating to the Documents page.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Socket.IO reconnects through Cloudflare proxy get a new socket.id, causing
the backend to emit job:update to a stale socket that no longer exists. The
PDF viewer modal never opened even though PDFs were saved successfully.
Adds a GET /api/insurance-status/job-status/:jobId endpoint backed by
InProcessQueue.getJob(), and a waitForSeleniumJob() helper on the frontend
that races socket events against HTTP polling every 3s. Whichever resolves
first wins, so local (socket) and external (Cloudflare) both work reliably.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ChatbotButton component to top-app-bar (bot icon, upper right)
- Slide-in chat panel with 4 options: Check Eligibility, Schedule, Claims, Chat
- Single paste area accepts member ID + DOB in either order
- Age-based routing: ≥21 → MH Eligibility & History, <21 → CMSP auto-triggered
- Insurance-status page prefills fields and auto-fires the correct button via sessionStorage + custom event
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After clicking the member ID link, print the member details page via CDP
before navigating to service history. Adds member details as a panel in
the side-by-side PDF viewer: MH History shows 3 panels (eligibility,
member details, service history); CMSP shows 4 panels (eligibility,
member details, service history, accumulator).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add MH Eligibility & History button: runs full MH eligibility flow then
clicks member ID → service history, prints both PDFs via CDP, opens
dual side-by-side PDF modal (eligibility auto-downloads, history does not)
- Add CMSP Eligibility & History & Remaining button: same flow plus
navigates back to member details, clicks View Accumulator, prints
accumulator PDF via CDP; opens 3-panel side-by-side PDF modal
- Generalize DualPdfPreviewModal to accept panels[] array (works for 2 or 3 PDFs)
- Auto-download eligibility PDF via direct API URL to avoid Chrome Safe
Browsing pause on blob: URL downloads
- New backend processors, job types, and routes for both flows
- New Python Selenium workers with stable CSS selectors (ng-bind, href*)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Reschedule for Column button on schedule page with AI follow-up toggle (default on)
- Add POST /api/twilio/send-reschedule-batch — sends Reschedule by Office template, starts AI reschedule conversation per patient
- Add {officePhone} (office call-in number) and {twilioPhone} (SMS number) variable replacement in both batch endpoints
- Fix broken variable names in Reschedule by Office template ({office phone number) → {officePhone}, {Twilio phone number} → {twilioPhone})
- Fix reschedule-graph: when patient replies with date in same message as YES/NO (e.g. "ok, 5/18"), AI now checks day open and asks for time instead of asking "what day and time?"
- Fix twilio-webhooks: same date-shortcut logic for reminder flow — "no, 5/18" skips "when to reschedule?" and goes straight to day check
- Update LangGraph SVG: rename to Reminder & Reschedule Flow, combine both entry points (Reminder SMS + Reschedule SMS) into one diagram with date-shortcut annotations
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
time <= amEnd incorrectly allowed 12:00 when the office closes at 12:00.
Changed to time < amEnd (and time < pmEnd) so the session end time is
treated as a closed boundary — a patient cannot start an appointment at
exactly the time the session ends.
Fixes both the SMS reschedule flow and the schedule grid slot highlighting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add movedByAi boolean column to Appointment table (default false)
- reschedule-graph: set movedByAi=true when AI moves an appointment
- PATCH /api/appointments/:id/confirm endpoint clears the movedByAi flag
- Schedule grid: show teal AI badge on appointment cards where movedByAi=true
- Right-click context menu: 'Manually Confirmed' removes the AI badge via the confirm endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Reminder flow: send AI self-introduction as message 1 (Twilio REST API), intent response as message 2 (TwiML) so intro always arrives first
- LangGraph reminder graph: classify yes/no/other from patient reply; 'no' now asks 'When would you like to reschedule?' directly
- Reschedule flow: new asked_reschedule_datetime stage replaces multi-step ASAP/next-week flow
- Date-only reply (e.g. '5/18'): ask for time separately, then confirm
- Date+time reply (e.g. '5/18 at 10am'): go straight to confirmation
- new asked_reschedule_time_for_date and asked_reschedule_confirm_datetime stages
- Date/time parsing: regex handles M/D and am/pm formats first; falls back to Gemini for natural language
- Day-level office hours check: if requested day is closed (e.g. Sunday), reply 'Our office is closed on [date]. Choose another day?'
- Time-level office hours check: if requested time is outside working hours (e.g. 12pm during lunch), reply with actual hours (e.g. '9:00 am – 12:00 pm and 1:00 pm – 5:00 pm')
- Slot availability check: verifies no conflicting appointment for same staff member
- After appointment confirmed: patient thank-you reply triggers warm closing with upcoming appointment time
- Schedule page: office hours summary bar above grid showing today's configured hours with link to settings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a member ID is typed on the insurance eligibility page, debounced
lookup fills in date of birth, first name, and last name if the patient
already exists in the database.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Upload Payment Documents section with Extract & Download (Excel)
and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
strategy joins summary-page ICN/patient map with detail-page
procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
adjustment auto-computed on mhPaidAmount/copayment change;
Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added Check Payments Online card above Payment's Records with From/To date pickers and Check All MH Payment button (logic TBD)
- Added multi-select checkboxes to each payment record row with select-all header checkbox
- When records are checked, a Check MH Payment action bar appears with count and clear option (logic TBD)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Settings > Advanced > Procedure Duration/Time Slot page with three sections:
1. Procedure Duration: CDT codes with durations (editable table, save per section)
2. Doctor Time Slot: drag-to-block visual grid (A/B/C columns, 8 AM–9 PM, edit/delete slots)
3. Hygienist Time Slot: procedure descriptions with durations
- Backend: ProcedureTimeslot Prisma model, storage, and GET/PUT /api/procedure-timeslot route
- DB migration: procedure_timeslot table
- Appointment form: when type is "Other", show a free-text input for custom description; saved as other:<description> and decoded for display on the schedule card
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Time slots now run 8:00 AM – 9:00 PM (was 8:00 AM – 6:00 PM)
- Appointments visually span the correct number of 15-min rows based on startTime/endTime using HTML rowSpan
- Covered rows are skipped so the grid layout stays consistent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a claim was submitted through the claims/preauth page, the schedule
page appointment color did not update because the appointments query cache
was never invalidated after the selenium job completed. Added invalidation
of QK_APPOINTMENTS_BASE in handleMHSeleniumPdfDownload so the schedule
page refetches and reflects the new claim color.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Default card color: light (bg-slate-100 / dark text)
- Blue card when procedures selected, gray when claim has a number
- Status badge: green/red from appointment or patient-level MassHealth status
- Solid dot badge (removed ring), overflow-visible to prevent corner clipping
- Date nav: << < [today circle] > >> for week/day jumps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth)
- Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage
- Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only
- Claims/PreAuth auto-prefills from saved procedures including NPI provider
- Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId
- Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed)
- Add npiProviderId column to AppointmentProcedure table (prisma db push)
- Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard
- Add full error logging to batch-column catch block
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix status enum in browser.ts (uppercase → lowercase values)
- Fix date validation (z.string → z.coerce.date) so form accepts Date objects
- Add missing type/userId/title fields to browser.ts appointment schema
- Replace nested PatientSearch Select with simple inline Input to fix patient selection
- Fix mutationFn to throw on non-ok responses so backend errors surface correctly
- Connect socket.io directly to backend (port 5000) instead of Vite proxy to fix AggregateError on startup
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Gitead