- Claim for column with AI: BCBS patients auto-generate the 2024 ADA form
(no tab) and save it to the patient's Documents > Claims folder; the
manual BCBS button saves there too (new POST /api/claims/:id/ada-form)
- Saved BCBS form sets the claim to REVIEW; appointments with a claim
number or REVIEW/APPROVED status show as claimed (dark gray)
- CDT lookup: "comp on #18 O, 20 O, 21 O" applies composite to every tooth
- BCBS fee schedule (procedureCodesBCBS.json, copied from DDMA prices)
- Office Contact: Legal Name field; "Dental Office Name (DBA)" label
- ADA form: 48 = legal name, DBA, address; 56 = address only; 53 date =
claim date; 23 and 26 left blank; 43 = No unless appointment notes say
a prosthesis is replaced (then Yes, with 44 prior date when given)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- New GET /api/claims/:id/ada-form fills the 2024 ADA Dental Claim Form
(J43024) with payer address, patient/subscriber, CDT lines, fees,
missing teeth, billing (office) NPI and treating NPI; signatures blank
- "BCBS Claim (ADA Form)" button saves the claim and opens the PDF;
Claim All routes BCBS patients to it; "Print ADA Form" in claim view
- Settings > NPI Providers: "Add Office NPI" (billing name, NPI, license,
TIN) and optional per-provider license number
- Migration: office_contact billing fields, NpiProvider.licenseNumber
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Add streetAddress/city/state/zipCode fields to OfficeContact (schema + storage + UI)
- Support {officeAddress} variable in batch reminder SMS
- Replace single SMS template field with full CRUD template list (add/rename/edit/delete)
- Store SMS template list under _sms_template_list; first template synced to batch reminder
- Hardcode all AI chat template defaults into codebase (reminder SMS, greetings, fallback)
- Add seed-templates.ts that auto-seeds default templates for all users on server boot
- Update README: note that templates are auto-configured on first boot
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>
GiteadandClaude Opus 5.5