feat: chat window, preferred language, insurance contact, and AI call eligibility

- Schedule: right-click Chat option opens floating SMS chat window
- Chat window: SMS template selector with appointment date/time pre-filled
- Chat window: office name and phone pulled from Settings > Office Contact
- Chat window: Preferred Language selector (English, Spanish, Portuguese,
  Mandarin, Cantonese, Arabic, Haitian Creole) with fully translated templates
  and locale-aware date/time formatting
- Patient form: Preferred Language field (add/edit), default English
- Settings > Office Contact: added Dental Office Name field
- Settings > Advanced: Insurance Contact page (CRUD — company name + phone)
- Prisma schema: preferredLanguage on Patient, officeName on OfficeContact,
  new InsuranceContact model
- Patient management: Upload Patient Document moved below Patient Records
- Insurance Eligibility: AI Call Insurance collapsible section; insurance
  company and phone auto-populated from saved Insurance Contacts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/Frontend/src/pages/appointments-page.tsx

@@ -26,6 +26,7 @@ import {
   LoaderCircleIcon,
   Stethoscope,
   Download,
+  MessageSquare,
 } from "lucide-react";
 import { useToast } from "@/hooks/use-toast";
 import { Calendar } from "@/components/ui/calendar";
@@ -60,6 +61,7 @@ import {
 import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
 import { PatientStatusBadge } from "@/components/appointments/patient-status-badge";
 import type { OfficeHoursData } from "@/components/settings/office-hours-card";
+import { MessageThread } from "@/components/patient-connection/message-thread";
 
 // Define types for scheduling
 interface TimeSlot {
@@ -201,6 +203,10 @@ export default function AppointmentsPage() {
   const [selectProceduresPatientId, setSelectProceduresPatientId] = useState<number | null>(null);
   const [selectProceduresAppointmentId, setSelectProceduresAppointmentId] = useState<number | null>(null);
 
+  // Chat popup state
+  const [chatPatient, setChatPatient] = useState<Patient | null>(null);
+  const [chatAppointmentInfo, setChatAppointmentInfo] = useState<{ date: string; startTime: string } | undefined>(undefined);
+
   // Create context menu hook
   const { show } = useContextMenu({
     id: APPOINTMENT_CONTEXT_MENU_ID,
@@ -756,6 +762,24 @@ export default function AppointmentsPage() {
     });
   };
 
+  // Open chat window for the patient linked to this appointment
+  const handleChat = (appointmentId: number) => {
+    const apt = appointments.find((a) => a.id === appointmentId);
+    if (!apt) return;
+    const patient = patientsFromDay.find((p) => p.id === (apt as any).patientId);
+    if (!patient) return;
+    const processed = processedAppointments.find((a) => a.id === appointmentId);
+    setChatPatient(patient as Patient);
+    if (processed) {
+      setChatAppointmentInfo({
+        date: typeof processed.date === "string" ? processed.date : formatLocalDate(processed.date as Date),
+        startTime: typeof processed.startTime === "string" ? processed.startTime.substring(0, 5) : "",
+      });
+    } else {
+      setChatAppointmentInfo(undefined);
+    }
+  };
+
   // Function to display context menu
   const handleContextMenu = (e: React.MouseEvent, appointmentId: number) => {
     // Prevent the default browser context menu
@@ -1478,6 +1502,14 @@ export default function AppointmentsPage() {
               Claim Status
             </span>
           </Item>
+
+          {/* Chat */}
+          <Item onClick={({ props }) => handleChat(props.appointmentId)}>
+            <span className="flex items-center gap-2 text-blue-600">
+              <MessageSquare className="h-4 w-4" />
+              Chat
+            </span>
+          </Item>
         </Menu>
 
         {/* Main Content  */}
@@ -1688,6 +1720,19 @@ export default function AppointmentsPage() {
         </div>
       )}
 
+      {/* Chat popup */}
+      {chatPatient && (
+        <div className="fixed inset-0 bg-black/40 flex items-center justify-center z-50">
+          <div className="bg-white rounded-lg shadow-xl w-full max-w-lg h-[600px] flex flex-col overflow-hidden">
+            <MessageThread
+              patient={chatPatient}
+              appointmentInfo={chatAppointmentInfo}
+              onBack={() => { setChatPatient(null); setChatAppointmentInfo(undefined); }}
+            />
+          </div>
+        </div>
+      )}
+
       {/* Select Procedures modal — stays on appointments page */}
       {isSelectProceduresOpen && selectProceduresPatientId !== null && (
         <ClaimForm

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -1,5 +1,5 @@
 import { useEffect, useState } from "react";
-import { useMutation } from "@tanstack/react-query";
+import { useMutation, useQuery } from "@tanstack/react-query";
 import { Input } from "@/components/ui/input";
 import { Button } from "@/components/ui/button";
 import {
@@ -10,7 +10,14 @@ import {
   CardTitle,
 } from "@/components/ui/card";
 import { Label } from "@/components/ui/label";
-import { CheckCircle, LoaderCircleIcon } from "lucide-react";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { CheckCircle, LoaderCircleIcon, Bot, PhoneCall, ChevronDown, ChevronUp } from "lucide-react";
 import { useAuth } from "@/hooks/use-auth";
 import { useToast } from "@/hooks/use-toast";
 import { PatientTable } from "@/components/patients/patient-table";
@@ -57,6 +64,25 @@ export default function InsuranceStatusPage() {
   const [isCheckingEligibilityClaimsPreAuth, setIsCheckingEligibilityClaimsPreAuth] =
     useState(false);
 
+  // AI Call Insurance section
+  const [aiCallOpen, setAiCallOpen] = useState(false);
+  const [aiSelectedContactId, setAiSelectedContactId] = useState<string>("");
+  const [aiCallNotes, setAiCallNotes] = useState("");
+
+  type InsuranceContact = { id: number; name: string; phoneNumber?: string | null };
+  const { data: insuranceContacts = [] } = useQuery<InsuranceContact[]>({
+    queryKey: ["/api/insurance-contacts"],
+    queryFn: async () => {
+      const res = await apiRequest("GET", "/api/insurance-contacts");
+      if (!res.ok) return [];
+      return res.json();
+    },
+  });
+
+  const selectedInsuranceContact = insuranceContacts.find(
+    (c) => String(c.id) === aiSelectedContactId
+  ) ?? null;
+
   // PDF preview modal state
   const [previewOpen, setPreviewOpen] = useState(false);
   const [previewPdfId, setPreviewPdfId] = useState<number | null>(null);
@@ -742,6 +768,119 @@ export default function InsuranceStatusPage() {
           </CardContent>
         </Card>
 
+        {/* AI Call Insurance */}
+        <Card>
+          <CardHeader
+            className="cursor-pointer select-none"
+            onClick={() => setAiCallOpen((o) => !o)}
+          >
+            <div className="flex items-center justify-between">
+              <div className="flex items-center gap-3">
+                <div className="h-9 w-9 rounded-lg bg-violet-100 flex items-center justify-center flex-shrink-0">
+                  <Bot className="h-5 w-5 text-violet-600" />
+                </div>
+                <div>
+                  <CardTitle className="text-base">AI Call Insurance</CardTitle>
+                  <CardDescription className="mt-0.5">
+                    Use AI to call the insurance company and check eligibility automatically
+                  </CardDescription>
+                </div>
+              </div>
+              {aiCallOpen
+                ? <ChevronUp className="h-4 w-4 text-muted-foreground" />
+                : <ChevronDown className="h-4 w-4 text-muted-foreground" />}
+            </div>
+          </CardHeader>
+
+          {aiCallOpen && (
+            <CardContent className="space-y-5 pt-0">
+              {/* Patient context banner */}
+              {selectedPatient && (
+                <div className="flex items-center gap-2 text-sm bg-violet-50 border border-violet-200 rounded-md px-3 py-2">
+                  <Bot className="h-4 w-4 text-violet-500 flex-shrink-0" />
+                  <span>
+                    Selected patient:{" "}
+                    <span className="font-medium">
+                      {selectedPatient.firstName} {selectedPatient.lastName}
+                    </span>
+                    {selectedPatient.insuranceId && (
+                      <> &mdash; Member ID: <span className="font-medium">{selectedPatient.insuranceId}</span></>
+                    )}
+                  </span>
+                </div>
+              )}
+
+              <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+                <div className="space-y-1.5">
+                  <Label>Insurance Company</Label>
+                  {insuranceContacts.length === 0 ? (
+                    <p className="text-sm text-muted-foreground italic py-2">
+                      No insurance contacts saved.{" "}
+                      <a href="/settings/insurancecontact" className="underline text-violet-600">
+                        Add one in Settings → Insurance Contact
+                      </a>
+                    </p>
+                  ) : (
+                    <Select
+                      value={aiSelectedContactId}
+                      onValueChange={setAiSelectedContactId}
+                    >
+                      <SelectTrigger>
+                        <SelectValue placeholder="Select insurance company…" />
+                      </SelectTrigger>
+                      <SelectContent>
+                        {insuranceContacts.map((c) => (
+                          <SelectItem key={c.id} value={String(c.id)}>
+                            {c.name}
+                          </SelectItem>
+                        ))}
+                      </SelectContent>
+                    </Select>
+                  )}
+                </div>
+
+                <div className="space-y-1.5">
+                  <Label>Phone Number</Label>
+                  <Input
+                    readOnly
+                    value={selectedInsuranceContact?.phoneNumber ?? ""}
+                    placeholder="Auto-filled from insurance contact"
+                    className="bg-gray-50 text-gray-600 cursor-default"
+                  />
+                </div>
+
+                <div className="space-y-1.5 sm:col-span-2">
+                  <Label htmlFor="ai-call-notes">
+                    Additional Notes for AI{" "}
+                    <span className="text-muted-foreground font-normal">(Optional)</span>
+                  </Label>
+                  <Input
+                    id="ai-call-notes"
+                    placeholder="e.g. Ask about dental benefits and annual maximum"
+                    value={aiCallNotes}
+                    onChange={(e) => setAiCallNotes(e.target.value)}
+                  />
+                </div>
+              </div>
+
+              <div className="flex items-center gap-3">
+                <Button
+                  disabled
+                  className="gap-2 bg-violet-600 hover:bg-violet-700 text-white opacity-60 cursor-not-allowed"
+                >
+                  <PhoneCall className="h-4 w-4" />
+                  Start AI Call
+                </Button>
+                <p className="text-xs text-muted-foreground italic">
+                  {selectedInsuranceContact
+                    ? `Will call ${selectedInsuranceContact.name}${selectedInsuranceContact.phoneNumber ? ` at ${selectedInsuranceContact.phoneNumber}` : ""} — AI calling logic coming soon`
+                    : "Select an insurance company to begin — AI calling logic coming soon"}
+                </p>
+              </div>
+            </CardContent>
+          )}
+        </Card>
+
         {/* Patients Table */}
         <Card>
           <CardHeader>

apps/Frontend/src/pages/patients-page.tsx

@@ -401,6 +401,24 @@ export default function PatientsPage() {
           </div>
         </div>
 
+        {/* Patients Table */}
+        <Card>
+          <CardHeader>
+            <CardTitle>Patient Records</CardTitle>
+            <CardDescription>
+              View and manage all patient information
+            </CardDescription>
+          </CardHeader>
+          <CardContent>
+            <PatientTable
+              allowDelete={true}
+              allowEdit={true}
+              allowView={true}
+              allowFinancial={true}
+            />
+          </CardContent>
+        </Card>
+
         {/* File Upload Zone */}
         <div className="space-y-8 py-8">
           <Card>
@@ -518,24 +536,6 @@ export default function PatientsPage() {
           </Card>
         </div>
 
-        {/* Patients Table */}
-        <Card>
-          <CardHeader>
-            <CardTitle>Patient Records</CardTitle>
-            <CardDescription>
-              View and manage all patient information
-            </CardDescription>
-          </CardHeader>
-          <CardContent>
-            <PatientTable
-              allowDelete={true}
-              allowEdit={true}
-              allowView={true}
-              allowFinancial={true}
-            />
-          </CardContent>
-        </Card>
-
         {/* Add/Edit Patient Modal */}
         <AddPatientModal
           ref={addPatientModalRef}

apps/Frontend/src/pages/settings-page.tsx

@@ -18,6 +18,7 @@ import { AiSettingsCard } from "@/components/settings/ai-settings-card";
 import { OfficeHoursCard } from "@/components/settings/office-hours-card";
 import { OfficeContactCard } from "@/components/settings/office-contact-card";
 import { ProcedureTimeslotCard } from "@/components/settings/procedure-timeslot-card";
+import { InsuranceContactCard } from "@/components/settings/insurance-contact-card";
 
 type SectionId =
   | "staff"
@@ -30,7 +31,8 @@ type SectionId =
   | "ai"
   | "officehours"
   | "officecontact"
-  | "proceduretimeslot";
+  | "proceduretimeslot"
+  | "insurancecontact";
 
 export default function SettingsPage() {
   const { toast } = useToast();
@@ -266,6 +268,9 @@ export default function SettingsPage() {
       case "proceduretimeslot":
         return <ProcedureTimeslotCard />;
 
+      case "insurancecontact":
+        return <InsuranceContactCard />;
+
       default:
         return null;
     }