- Add preauth intent to AI chatbot (classifier, workflow, frontend UI card)
- Auto-prefill preauth form with CDT codes, service date, and mapped prices
- Auto-trigger preauth Selenium handler by insurance siteKey (MH/Tufts/CCA/UnitedDH)
- Default tentative service date to today+3 for preauth (user didn't pick a date)
- Fix #number always means tooth number, distributes to all procedures in comma list
- Fix bare "post"/"pos" → D2954 (was matching D2955 via keyword scorer)
- UnitedDH pre-auth: fill procedure date with Ctrl+A to overwrite prefilled value
- UnitedDH pre-auth: select Location "Summit Dental Care" in step1 (same as billing entity)
- UnitedDH pre-auth: remove page refresh in step9 to preserve pre-auth number
- UnitedDH pre-auth: wait for table rows before extracting pre-auth number
- UnitedDH pre-auth/claim: explicit wait for Submit button after file upload (no sleep)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- claims-page: after auto-submit closes the form, automatically navigate
back to /appointments when an AI claim queue is pending resume, eliminating
the manual navigation delay between appointments
- internal-chat-workflow: warn and block claim when D1120 (child prophy) is
requested for a patient aged 14+ — recommend D1110 (adult prophy) instead,
and advise manual claim if user insists on D1120
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- parseSrpCode: recognize "D4341 UL" / "4341 LR" etc., store quadrant in quad field
- matchOne: auto-prefix D for 4-digit inputs like "0120" → D0120
- LLM prompt: keep SRP code and quadrant together as one procedureName entry
- CdtMatch / CdtResult: add quad field, thread through matchedCodes action data
- claim-form.tsx: include quad in chatbot_claim_prefill type and spread to service line
- selenium_claimSubmitWorker.py: pass quad to fill_service_line, select quadrant
dropdown by index (UR=1, UL=2, LL=3, LR=4) matching MassHealth form structure
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claim file uploads (chatbot or manual) now save to both the Cloud
Storage patient folder and the Documents page via new
POST /api/claims/upload-to-cloud endpoint
- MH submit flow now calls uploadAttachmentsToLocalFolder (same as
DDMA/United/Tufts) so chatbot-attached X-rays are persisted
- Removed old /upload-attachments disk route and attachmentDiskStorage
multer config; deleted uploads/patients/ folder
- uploadAttachmentsToLocalFolder now points to /upload-to-cloud and
sends patientId so the backend can create the patient folder
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
UI-only stub — logic to be defined. Mirrors the existing Claim for
Column section with its own column checkboxes and loading state.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Remove auto-appending of "Appointment with [staff name]" to notes on
save, and preserve existing notes when dragging an appointment to a
new slot.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card
- For known patients: creates today's appointment immediately, then opens eligibility page
- For unknown patients: navigates to eligibility page; after Selenium creates the patient,
auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page
- Update MH Eligibility & Appointment button to create a today's schedule slot instead of
navigating to the appointments page; shows PDF preview on completion
- createAppointmentToday falls back from Column A to Column B when Column A is full;
returns column label in response so UI can display it
- Set AI-scheduled appointment duration to 15 minutes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
PC2 can now automatically pull and restore a fresh copy of PC1's database
on a daily schedule. Config and API key are stored in local JSON files so
they survive database restores.
- New networkSyncConfigService: file-based config (network-backup-key.json,
network-sync-config.json) that persists through DB restores
- New networkSyncService: streams live pg_dump from source PC over HTTP and
pipes into psql, then reconnects Prisma and applies missing migrations
- 6 new endpoints: get/regenerate API key, serve backup stream (key-auth
only), get/save sync config, trigger immediate sync
- Hourly cron job that fires only when current hour matches configured syncHour
- NetworkBackupManager component: shows this machine's key (show/copy/regen)
and receiver config (enable toggle, hour picker 0-23, source URL + key,
Save + Sync Now, last sync status)
- README setup guide for both PCs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Chatbot: add paperclip button to attach X-ray/PDF files to claim submissions;
files flow through chatbotFileStore into claim-form uploadedFiles for Selenium
- CDT lookup: auto-select D3310/D3320/D3330 by tooth number for RCT; strip #NN
from procedure names before alias lookup so "1 pa, #3" → D0220 tooth 3;
add "1 pa" alias for D0220; expand multi-PA notation via AI prompt rule
- AI classifier: add navigate_eligibility intent ("check mh" → /insurance-status);
fix duplicate intent entry; add RCT and multi-PA prompt rules
- Check+claim flow: pass serviceDate through check_and_claim_ready actionData;
tryClaimFromChatbot skips PDF preview and navigates straight to claims with
memberId fallback lookup; wired into all provider onPdfReady callbacks
- Claims table: add Service Date column between Patient Name and Submission Date
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
step2: wait for patient list //tbody//tr then 3s stabilize; wait for patient
name link to be element_to_be_clickable before reading href; wait for Create
claim button to be element_to_be_clickable (visible+enabled) then 3s for React
to finish re-rendering.
step3: re-find Create claim button fresh each attempt (avoids stale element
from React re-render); try selenium click → js events → js.click() in sequence;
verify URL changed before declaring success.
step4: open tooth dropdown via JS focus (avoids element-not-interactable on
click); select the matching tooth number option directly from 1-32 listbox
instead of typing characters.
step7: find Submit claim button with individual XPaths to avoid NoneType crash.
claims-page: use wouter setLocation for URL param cleanup so internal search
state stays in sync.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Documents page shows a "Local Folder" card for each selected patient
with an "Open in Cloud Storage" button that deep-links to their folder
- Cloud Storage page reads ?folderId URL param on mount and auto-opens
the folder panel for seamless navigation from Documents
- Backend: GET /api/cloud-storage/patient-folder/:patientId endpoint
that idempotently gets or creates a top-level CloudFolder per patient
- CloudFolder schema gains optional patientId field linked to Patient
- Disk directories for cloud storage folders now use the folder's name
(e.g. "Xiaohui Wang/") instead of the opaque "folder-{id}/" path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Internal AI chat: schedule_appointment intent books earliest available
slot in Column A using office hours; claim_only intent looks up latest
past appointment for service date, asks user when two appointments are
within 7 days, auto-triggers correct Selenium worker with mapped prices
- Gemini model updated to gemini-flash-latest; conversation history (15
messages) passed for pronoun/reference resolution; history trimmed to
start with user turn so Gemini doesn't reject the context
- Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey
matching; "tufs" now resolves to TUFTS_SCO
- DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate;
autoCheck now fires for all insurance types, not just MH/CMSP
- Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts)
accept formToUse and receive fee-schedule-priced form; prefillDone set
after chatbot code prefill so autoSubmit gate opens correctly
- Chatbot: chat history persisted in sessionStorage, cleared on logout
and auto-logout; Clear button writes fresh state synchronously; message
history window increased to 15
- DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before
sign-in to persist OTP trust cookie across sessions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- mutationFn now throws on non-ok responses so failed appointment
creation (409 no slots, 400 validation) properly rejects instead of
silently calling onSuccess with no id
- handleAppointmentSubmit rejects if server returns success but no id
- invalidate QK_APPOINTMENTS_BASE cache after successful appointment
creation so the appointments page refreshes automatically
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New DialPad component on Patient Connection page: clickable keypad,
call/hangup/mute buttons, duration timer, keyboard input support
- Backend: POST /api/twilio/voice-token issues Access Token for browser
Device; POST /api/twilio/webhook/voice-browser is the TwiML webhook
Twilio calls to bridge the browser to the patient's phone
- TwiML App SID field added to Twilio Settings (stored in templates JSON)
- README: one-time Twilio Console setup instructions for the dial pad
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Gemini-powered internal staff chatbot (free-text input in the
upper-right bot panel): type "check MARIA GONZALES" to search patient
and pre-fill eligibility, or "open claims" to navigate directly
- Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini
classifier (intent: check_eligibility, find_patient, navigate_*)
- Add Users AI Chat settings section in Settings > Advanced > AI Chat
to configure a custom system prompt for the internal assistant
- Store internal chat system prompt in existing twilioSettings JSON
blob (no DB migration needed)
- Add AI Input Agent sidebar entry and placeholder page describing
planned keyboard-automation typing into Open Dental / Eaglesoft
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New Selenium worker (fresh Chrome per run, no persistent session)
login → OTP modal → eTools → ConnectCenter → Verification →
New Eligibility Request → fill form (NPI, member ID, DOB) →
Expand All → CDP PDF back to app
- Backend route fetches BCBS_MA credentials + provider NPI from settings
- Frontend OTP modal with 6-digit code entry
- BCBS MA added to insurance credentials dropdown in settings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Move Select Procedures above Check Eligibility in appointment right-click menu
- Show 3 blank service lines by default when opening Select Procedures with no saved procedures
- Fix serviceLines not being preserved when API returns empty procedures list
- CDT combo buttons no longer auto-fill price (only fill codes); user maps price via Map Price button
- Overlap detection in schedule: shorten earlier appointment display span when a later one starts within its range
- Procedures dialog: replace single manual-add row with 3 pre-filled blank rows grid + Add Line / Save Lines buttons
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add appointment type categories matching insurance claim form (recall, filling, pedo, dentures, implant, endo, crown, perio, extraction, ortho, consultation, emergency, other)
- Auto-infer appointment type from CDT codes with priority rules (endo > implant > crown > ...)
- typeLocked flag prevents auto-overwrite when user manually sets type
- Show appointment type label and procedure codes on schedule cards
- Background sync on /day route retroactively fixes stale appointment types
- Fix PUT /api/claims/:id to save claimFiles (previously silently dropped)
- Auto-link AppointmentFile records to ClaimFile when claim is created or updated
- Fix D5750 (denture reline) CDT range to map correctly to dentures category
- Fix typeLocked Zod rejection in appointment update route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix Express route ordering in appointments-procedures so /prefill-from-appointment
is matched before /:id (D0140 and other codes now always reach the claim)
- claim-form: always fetch AppointmentProcedure records when an existing claim loads
so post-save procedure edits (e.g. adding D0140) are reflected immediately
- appointments-page: replace sessionStorage with React state (newApptPrefill) for
slot-click prefill so columns B-F correctly carry their staffId into the form
- add-appointment-modal / appointment-form: thread prefillData prop; add
NewAppointmentPrefill interface; useEffect applies values via setValue
- appointments upsert: remove per-patient dedup so the same patient can have
multiple appointments on the same day in the same column
- DentaQuest / TuftsSCO: navigate to about:blank and minimize instead of
quit_driver after each run — session cookie stays in memory so OTP is only
required once per app startup, not on every eligibility or claim check
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- claims.ts: batch-column now routes each patient to the correct portal
(MH/CCA/DDMA/TuftsSCO/UnitedSCO) based on patient.insuranceProvider
- appointments-page.tsx: eligibility badge falls back to patientStatus
for all insurance types, not just MassHealth
- unitedDHClaimProcessor/ddmaClaimProcessor/tuftsSCOClaimProcessor:
auto-save claim PDF when no socketId (batch-column path)
- unitedSCOEligibilityProcessor: unknown eligibility no longer stored as INACTIVE
- queues.ts: add tuftssco-claim-submit and uniteddh-claim-submit to SeleniumJobType
- selenium_UnitedSCO_eligibilityCheckWorker.py:
- step1: add Select Insurance OK click with staleness wait; Provider &
Location page just clicks Continue; skip first/last name input
- step2: extract name from eligibility details tab (ALL CAPS → title case);
skip "not available" guard; fix name regex to match only all-caps words
- .gitignore: ignore all chrome_profile_* directories
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full Selenium automation for United/DentalHub claim submission
(steps 1-8: login, OTP, patient search, practitioner page, code entry,
other coverage No, attachments, submit, Status & History PDF)
- Consolidate UnitedDH siteKey to UNITED_SCO throughout app
- Fix procedure date overwrite with Ctrl+A+Delete before typing service date
- Fix OTP popup reliability: emit every poll (no throttle)
- Fix Chrome session persistence: only clear cookies on startup
- Add touchPatient() to storage: claim submission now pushes patient to
top of list across eligibility, claims, and documents pages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full DDMA claim Selenium flow (steps 1-8): search patient, open
member page, create claim, fill form, attach files, next, submit,
extract claim number and save confirmation PDF
- Add fee schedule price-mismatch dialog for all claim buttons (MH,
CCA, DDMA, United, Tufts, Save) with optional price update to JSON
- Add OTP modal for DDMA claim when session expires, mirroring
eligibility OTP flow
- Close Chrome after claim submission via quit_driver() (session
preserved in profile)
- Move Map Price button between Direct Submission and procedure table,
right-aligned above Billed Amount column
- Add fee-schedule update-price backend route
- Add DDMA claim processor with claimNumber/pdf_url result handling
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Selenium: bulletproof Wait→Click→Clear→Type→Verify for tooth, billed amt cells
- Selenium: fix billed amt to click td[23] (correct column) to trigger edit mode
- Selenium: skip tentative date (auto-filled by page after tooth entry)
- Frontend: add Implants category with Implant/Abut/Crown, Fixture, Abutment, Crown buttons (D6010/D6057/D6058)
- Frontend: pdf-preview-modal renders PNG screenshots as <img> instead of PDF iframe
- Backend: CCA preauth route creates claim record if none exists
- Backend: CCA preauth processor saves authNumber into claimNumber column after submission
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add CCA claim submit Selenium worker (login, fill form, attach docs, submit, capture dashboard PDF)
- Add CCA fee schedule (procedureCodesMH.json renamed, procedureCodesCCA.json added with D6010)
- Add backend route /api/claims/cca-claim, processor, and Selenium client
- Wire CCA claim handler in claims-page with job tracking and PDF preview popup
- Add insurance type dropdown in claim form (same options as eligibility page)
- Auto-populate insurance type from patient.insuranceProvider in claim form and patient edit form
- Map fee schedule by insurance type in Map Price button and combo buttons
- Fix CCA login speed (remove fixed sleeps, use readyState check)
- Fix CCA claim DOB format bug (was sending MM-DD-YYYY, now sends YYYY-MM-DD)
- Fix npiProviderId not saved for CCA claims
- Change Add Service → CCA Claim button (blue), MH → MH Claim
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add AI Dental Shopping to sidebar with Search/Tag and Login Info sub-pages
- Build full-stack Login Info CRUD: save vendor name, website, username, password per user
- Add ShoppingVendor Prisma model, run db push, regenerate client and Zod schemas
- Add storage layer, REST API at /api/shopping-vendors/, and frontend table with add/edit/delete modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove "Claim Status" from appointment context menu
- Rename "Eligibility Status" → "Check Eligibility"
- Check Eligibility now navigates to insurance-status page and auto-starts
the correct selenium flow based on the patient's stored insurance provider:
MassHealth 21+ → MH Eligibility & History
MassHealth <21 → CMSP Eligibility & History & Remaining
Delta Dental MA → DDMA selenium
Delta Dental Ins → Delta Ins selenium (OTP modal if needed)
United Healthcare SCO → United SCO selenium
DentaQuest/Tufts → Tufts SCO selenium
Commonwealth Care Alliance → CCA selenium
Unknown → scroll to Other provider checks section
- Add autoTrigger/onAutoTriggered props to all five button components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Insurance Forms modal: split into Insurance Claim / PreAuth tabs
- PreAuth tab: same patient info + service lines, no toggle/direct combos
- Excluded Recalls & New Patients, Composite Fillings (Front/Back), Pedo from PreAuth combos
- Extractions: replaced Simple/Surg/Baby Teeth EXT with Full Bony EXT (D7240)
- MH PreAuth button: rewritten selenium worker to use masshealth-dental.org,
selects Dental Prior Authorization (2nd option), skips Date of Service field
- agent.py: convert pdf_path to pdf_url for /claim-pre-auth endpoint
- nginx + Express: raise body size limit to 50mb (fix 413 errors)
- DB schema: appointmentId optional on Claim, add preAuthNumber field, add PREAUTH status
- Backend: create PREAUTH claim record on preauth submit, save preAuthNumber on completion
- Claims table: add PreAuth No column (blue) next to Claim No
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
