- Reset conversation stage to a fresh start on every new voice call
(recall and reminder alike), and on every hangup/timeout/goodbye,
so an abandoned or completed call never leaves a patient stuck
mid-flow for their next call or text.
- Add a staleness check to the SMS flow: after a long idle gap,
check whether the patient's reply still reads as a continuation
before resuming the stored stage, falling back to a friendly
"it's been a while" re-greeting when unsure.
- Fix parseTime() to handle Twilio's speech-to-text output, which
renders "pm"/"am" with periods and often drops the colon in a
spoken time (e.g. "100 p.m." -> 1:00 PM) — this was silently
failing and causing the AI to loop asking for a time it had
already been given.
- Extend the voice Gather timeout so the AI doesn't hang up on a
patient who just needs a few seconds to respond.
- Reword the recall-call opening line and rework the post-"yes"
prompt to ask for day and time together.
- Fix rclone WebDAV server to serve only the backups folder instead
of the entire backend app directory (was exposing .env and source).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
packages/db/usedSchemas/browser.ts (the browser-resolved copy of the Patient
zod schema, kept separate from the Node copy since it can't import
Prisma-generated code) was missing several fields added to the real schema
over time — preferredLanguage, gender, insuranceProvider, insuranceId,
groupNumber, policyHolder, and the PLAN_NOT_ACCEPTED status. Since the schema
isn't strict, those fields were silently stripped from every patient
create/update in the browser with no validation error, so edits to them
never reached the server.
Also fixes the AI call greeting always playing in English regardless of the
patient's preferred language — the greeting text was a single hardcoded
string, unlike every later turn in the conversation which already branched
by language.
Adds a new recall conversation flow (recall-graph.ts) triggered from the
Patient Connection "AI Call" button: offers an existing patient a routine
exam & cleaning, classifies their yes/no reply, then books directly onto
the schedule (Column A, 30-minute slots, real conflict checking against
office hours and existing appointments) instead of only capturing a
preference for staff to follow up on.
Also adds a "Voice call" label in the message thread to distinguish call
transcripts from SMS, and updates the Call Templates settings UI with an
editable recall greeting.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
AI phone calls now route through the same routePatientTurn() rule engine
as SMS (office-hours checks, slot-conflict checks, MassHealth eligibility,
staff escalation) instead of a freeform LLM chat, and speak in the
patient's preferred language (English/Spanish). Adds a separate "Call
Templates" settings section so spoken wording can be customized
independently from SMS wording.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an "AI Call" option alongside Call/SMS/Chat that places an outbound
call where Lisa converses live with the patient via Twilio speech
gather + TTS, using the same conversational AI as chat. Includes a
separate, user-editable Call Template (Settings > AI Chat/Call Settings)
so the call greeting can be customized independently of SMS templates.
Also fixes the outbound-call webhook URL to always use the fixed public
Twilio hostname (CLOUDFLARE_HOST) instead of deriving it from the
triggering request, since staff-browser requests arrive over the
LAN-only hostname, which Twilio can never reach.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- ccaPreAuthProcessor: keep claim status as PREAUTH after successful
submission instead of jumping straight to APPROVED, matching the
Tufts SCO/UnitedDH/MassHealth preauth flows; also tag PNG fallback
screenshots with image/png instead of the default application/pdf
so they render in the Documents preview modal.
- claims-recent-table: add a PREAUTH status case so it displays as
"Submitted" instead of falling through to the raw enum value.
skipAppointmentAttachmentMerge was blanket-set for any autoSubmit path
(chatbot, Claim with AI batch automation, insurance-status auto-check),
so screenshots/files attached directly on the appointment were silently
dropped from the MassHealth Selenium upload whenever a claim was
auto-submitted. Now the merge is only skipped if the automated flow
actually supplied its own files.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Chatbot: submitting with only a screenshot attached (no text) now triggers the same
"AI Detect & Check Eligibility" flow as the Copy Agent page
- detect-eligibility-info now also extracts the visible insurance payer name and picks
Tufts SCO auto-check when both Sun Life and DentaQuest are detected, else MassHealth
- Chatbot-attached files are now handed off to both claim and preauth forms unconditionally,
not just claims
- TuftsSCO preauth Selenium worker: verify-and-retry the Tooth field (typing was silently
getting reset by duplicate-procedure-code warning banners), add a final re-verification
pass across all rows, fix acknowledgement-checkbox targeting/verification, and verify
the "Next step" click actually advances the wizard instead of trusting a blind click
- selenium-claim route no longer re-appends previously saved appointment
attachments when the chatbot's autoSubmit flow already sent every intended
file, preventing an unwanted extra upload (e.g. attach 2 -> Selenium sees 3).
- Add a "Take screenshot" button to the AI chatbot's attachment bar, reusing
the same capture/crop flow as the appointment editor, so claims and
preauths can be submitted from the chatbot with a live screenshot attached.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Add "surg ext" alias mapping to D7210 in the AI CDT lookup.
- Add GET/DELETE endpoints for appointment attachments, and load existing
attachments in the appointment edit modal (they were uploaded correctly
but never re-fetched, so they appeared to vanish on reopen).
- Fix claim-form.tsx so previously-saved appointment attachments are always
loaded (even when a claim already exists) instead of only when creating a
brand-new claim, preventing them from being silently wiped on save.
- Merge existing appointment attachments into every insurance submit handler
(MassHealth, CCA, DDMA, UnitedDH, TuftsSCO) so Selenium submission always
includes files saved earlier via the Schedule editor, not just files
uploaded in the current claim-form session.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an optional Provider (NPI) select to the Edit Appointment form,
sourced from Settings > NPI Providers. The AI "Claim for Column" batch
flow now prefers the appointment's own provider when resolving which
provider Selenium should select on the insurance site (e.g. MassHealth
rendering provider dropdown), falling back to the existing per-procedure
selection, active claim, or first configured provider.
Also resyncs packages/db's committed compiled schema/client artifacts
with their .ts sources — they had drifted out of sync (some untouched
since July), which was silently stripping the new npiProviderId field
via stale .strict() zod schemas.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Member ID and DOB in the AI chat "patient found" confirmation card are now
editable inputs, and edits are persisted back to the patient record before
proceeding so corrections don't revert to stale values.
- Fix auto-lookup-by-member-ID effect on the insurance status page clobbering
a hand-edited DOB with the stale DB value during chatbot prefill.
- CMSP (under-14) eligibility flow was missing the appointment-creation hook
that the adult MassHealth flow already had, so under-14 patients never got
scheduled after a chatbot-initiated "eligibility & appointment" request.
- For already-known patients, the chatbot was creating the appointment before
running the eligibility check instead of after; now eligibility is always
checked first and the appointment created only afterward, and only when the
resulting patient status is ACTIVE.
Lets staff attach files to an appointment directly from the edit form via
local disk upload, picking a previously-saved scanned attachment, or an
inline screenshot with crop-before-save (matching the Copy Agent page's
crop UX), instead of detouring through the Copy Agent page. Also fixes a
latent data-loss bug in claim-form's save-for-appointment call, which
replaced all AppointmentFile rows instead of merging with existing ones.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Selecting a patient from search results only stored the ID, not the
patient object. Closing the dropdown reset the search term and reverted
the list to "recent 50" patients, which often didn't include the just
selected patient, leaving nothing to render in the trigger. Also removed
a redundant prefillPatient reset that nulled the fallback display before
the list swap even happened.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Lets a user override the default MassHealth check on the chatbot's
eligibility-id-ready confirm card (e.g. switch to United SCO, CMSP,
DDMA, Delta Dental, Tufts SCO, or CCA) before running the check.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an "AI Detect & Check Eligibility" action to the Copy Agent page that
sends captured screenshots to Claude to extract Member ID/DOB, then opens
the chatbot's eligibility confirm step pre-filled with the result.
- POST /api/ai/detect-eligibility-info: Claude vision extraction of
Member ID/DOB from uploaded screenshots.
- POST /api/patients/create-temp: auto-creates a placeholder "PID-<id>"
patient (matched by insuranceId+dob) when no patient is selected, so
screenshots can be saved immediately; the real eligibility check later
rewrites the patient's name and Cloud Storage folder automatically via
the existing createOrUpdatePatientByInsuranceId matching logic.
- Chatbot: Member ID/DOB on the confirm card are now editable (MM/DD/YYYY),
with edits synced back to the patient record before the check runs.
- Fixed a useEffect ordering bug on the insurance-status page that could
silently clear a chatbot-prefilled Member ID/DOB before the auto-trigger
effect ran, preventing the eligibility check from ever starting.
- Added a local-disk-only screenshot backup (apps/Backend/uploads/
screenshot-backups/) for debugging, not exposed anywhere in the UI.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Native file inputs can't be pointed at a default server folder for security
reasons, so instead the Browse buttons on the Claim/PreAuth/Select Procedures
forms and the AI chatbot's attach button now also offer picking from
previously saved Cloud Storage attachments (e.g. Copy Agent screenshots) via
a new server-side picker modal, scoped per-patient on the claim forms and
unscoped (recent across all patients) in the chatbot.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
New saves go into the patient's Cloud Storage folder under category subfolders
(Eligibility/Claims/PreAuth/Claim Status/Attachments) via a new
storage.savePdfToCloudStorage helper, instead of the legacy PdfGroup/PdfFile
Postgres blob tables. Old records and their read paths are left untouched for
backward compatibility; PDF list/content/delete endpoints and viewers now
transparently handle both legacy numeric ids and new "cloud:<id>" ids.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Renames the sidebar entry to "AI Copy/Type Agent" with Copy Agent, Type
Agent, and Settings sub-pages. Settings shows the server's LAN IP
address (via a new /api/ai/network-info endpoint) since it changes
depending on which office the app is running in.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Vite resolves .tsx before .jsx (per extensions order in vite.config.ts),
so .jsx files were never loaded at runtime. Switching to TSX-only source.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Age is pre-filled when opening the RX popup by calculating from patient.dateOfBirth.
The field is editable in case of override. Both preview card and print output
now show Age instead of DOB.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
selenium-settings-card.jsx didn't exist and settings-page.jsx was missing
the import and case "selenium" handler, so the Selenium settings section
was invisible on other PCs running the .jsx files.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
JSX files were missing the Lab RX feature — lab-management-tab.jsx still had
the old lab order table UI, and lab-rx-modal.jsx didn't exist. The app on
other PCs runs .jsx files, so git pull wasn't showing the new Lab RX feature.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a new Settings → Advanced → Selenium Settings page where the office
name (paymentGroupId) used in United/DentalHub portal dropdowns can be
configured without touching code. Previously hardcoded as "Summit Dental
Care"; now injected from DB into the three United workers at job dispatch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New lab_rx_template table with sortOrder and Prisma migrations
- Backend CRUD + reorder routes at /api/lab-rx/templates
- Auto-seeds 3 Highland Dental Studio defaults on first use per user
- LabRxModal: template picker, inline rename, up/down reorder, full
template form with sections (Template Name / Lab Info / Case Details)
- RX popup: Tooth Number, Shade, Due Date, Doctor (from NPI providers),
Instructions pre-filled with "Please make / Thank you!", print output
- lab-rx-templates.ts config file for future git-managed additions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Redesign lab management tab with patient search table and action buttons
- Add react-barcode integration: generates CODE128 barcode from patient name with print and download support
- Add Dental Education page and sidebar entry between Cloud Storage and AI Input Agent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add multi_claim intent so AI correctly handles "claim X for patient A and Y for patient B"
instead of applying all procedures to all patients (batch_claim)
- Each patient carries their own matchedCodes in the queue
- Fix batch claim PDF race condition: chatbot queue no longer advances in closeClaim(),
instead advances after selenium PDF is downloaded (matching column claim behavior)
- Align United SCO eligibility worker with claim worker: only fill subscriber ID + DOB,
use treatmentLocation by ID instead of arrow-wrapper click
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add `import re` to all Selenium workers that use re.search() for claim number extraction
- Pass uploadedFiles to onHandleForMHSeleniumClaim so attachments reach the MH website
- Save chatbot pending files in check-and-claim and batch-check-and-claim flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Make appointmentId nullable/optional in Prisma Zod schema via @zod rich
comment so claims can be submitted without an existing appointment
- Convert undefined appointmentId to null in all claim form handlers and
the backend claim creation endpoint
- Add AI classifier rule for expanding one procedure across multiple
comma-separated tooth numbers (e.g. "post/core on #23, 24, 25, 26")
- Add "post/core" (slash) alias to CDT lookup maps
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add "comp" as alias for composite in CDT lookup. Update classifier
prompt with explicit examples for "claim comp #8 ml for lisa today"
and dental surface letter definitions (M/D/L/F/B/O/V/I) so the LLM
correctly treats #tooth+surfaces as composite fillings, not insurance.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PDF import now marks payments as PAID when MassHealth patient's
mhPaidAmount >= totalBilled (no patient balance)
- Newly created patients from MH vouchers get insuranceProvider = 'MassHealth'
- Existing patients with blank insuranceProvider get it filled on import
- Fix: update patient name from PDF if existing record has empty name
- Various frontend/selenium/route updates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds autoImportEnabled/autoImportHour to rclone config. A separate
hourly cron finds the latest .zip in backups/ and restores it to the
database (drop schema, psql restore, apply migrations). Frontend shows
toggle + time picker + Import Now button in the Receiver PC section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace hardcoded 8 PM / 9 PM backup schedules with user-selectable
hour dropdowns. Adds autoBackupHour and usbBackupHour fields to User
model. Cron jobs now check every hour against the configured time.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Source PC serves backups/ folder via rclone WebDAV server (auto-starts with app).
Receiver PC pulls backups on schedule using rclone sync.
Network Backup UI now has two tabs: Rclone and API Key.
Rclone installed automatically via postinstall script.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Side effects inside queryFn caused the enabled toggle and other fields to
reset on refetch because SyncStatus shares the same query key with a
different queryFn, making formLoaded unreliable.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Copy-paste often adds trailing whitespace that breaks the API key comparison.
Updated placeholder and description to show the correct URL format (no port number).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add batch_eligibility_by_name intent so "check Mary and Sinthia" resolves multiple names
- Add "Check All & Appointment Today" button to batch eligibility UI — creates appointment for each patient after their eligibility check completes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add batch_eligibility, batch_claim, and batch_check_and_claim intents
to AI classifier so multiple patients can be processed one by one
- Add queue processing on insurance-status and claims pages to auto-start
the next patient after each check/claim completes
- Make patient schema firstName, lastName, phone optional so patients can
be created with just member ID + DOB from eligibility checks
- Cancel buttons now preserve chat history instead of clearing it
- Patient-found card shows Check Eligibility, Eligibility & Appointment
Today, and Cancel buttons
- Claim service date asks user to pick between latest appointment and
today when they differ
- Login page subtitle styled with animated gradient
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Chat history was stored only in sessionStorage, causing member ID and DOB
to be lost when the session expired or corrupted — requiring logout/login.
Now history is saved to a per-user JSON file on the backend and loaded on
mount, so the LLM always has full conversation context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The chatbot-extracted DOB was stored in chatbot_claim_codes but never
forwarded to chatbot_claim_prefill, leaving the claim form DOB empty
when the patient DB record lacked it.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claims no longer auto-create a schedule appointment when submitted — appointmentId is now optional.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Pre-auth step9: scan all table cells alphanumeric-first (A0260616190876 format),
URL extraction, body scan fallback with debug logging
- Pre-auth route: save service lines (totalBilled) when creating PREAUTH claim record
so claim page shows correct billed amount after selecting patient
- Pre-auth processor: read pdf_path fallback alongside pdf_url from Selenium result
- UnitedDH/SCO workers: billing entity selection via direct paymentGroupId click,
Summit Dental Care first with fallback, Escape to close dropdown
- Pre-auth form: remove Other Insurance step (not present on pre-auth page),
file upload direct to hidden input without button click
- Pre-auth step8: JS click + Submit Authorization in XPath, Continue via [last()] + JS click
- RCT combo buttons added (pre-auth form only): RCT Ant/Post/Crown, PreM/Post/Crown,
Mol/Post/Crown; claim form excludes these three combos
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Frontend: upload attachments to disk before sending pre-auth payload (same pattern as claims)
- cloud-storage: finalizeFileUpload returns diskPath so Python workers get real file paths
- upload-to-cloud route: return diskPath instead of API URL
- TuftsSCO preAuth worker: skip 'Add a file' button click; send_keys directly to hidden react-aria-Input
- TuftsSCO preAuth worker: JS focus() on tooth field to bypass warning-banner overlay
- TuftsSCO preAuth worker: 1.5s wait after procedure code for layout shift to settle
- TuftsSCO preAuth worker: step8 waits for 'thank' in page_source then extracts via 'submitted pre-authorization' regex
- helpers_tuftssco_preauth: convert pdf_path → pdf_url (http://localhost:5002/downloads/...)
- tuftsSCOPreAuthProcessor: use pdf_url (not pdf_path), save preAuthNumber to preAuthNumber field
- unitedDHPreAuthProcessor: save preAuthNumber to preAuthNumber field (not claimNumber)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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