feat: add Twilio SMS/call integration with settings, templates, and conversation history

apps/Backend/package.json

@@ -29,6 +29,7 @@
     "passport-local": "^1.0.0",
     "pdfkit": "^0.17.2",
     "socket.io": "^4.8.1",
+    "twilio": "^6.0.0",
     "ws": "^8.18.0",
     "zod": "^3.24.2",
     "zod-validation-error": "^3.4.0"

apps/Backend/src/app.ts

@@ -4,6 +4,7 @@ import routes from "./routes";
 import { errorHandler } from "./middlewares/error.middleware";
 import { apiLogger } from "./middlewares/logger.middleware";
 import authRoutes from "./routes/auth";
+import twilioWebhookRoutes from "./routes/twilio-webhooks";
 import { authenticateJWT } from "./middlewares/auth.middleware";
 import dotenv from "dotenv";
 import { startBackupCron } from "./cron/backupCheck";
@@ -72,6 +73,9 @@ app.use(
 app.use("/uploads", express.static(path.join(process.cwd(), "uploads")));
 
 app.use("/api/auth", authRoutes);
+// Twilio webhooks are public — Twilio sends no JWT token
+app.use("/api/twilio", express.urlencoded({ extended: false }), twilioWebhookRoutes);
+// All other API routes require JWT
 app.use("/api", authenticateJWT, routes);
 
 app.use(errorHandler);

apps/Backend/src/routes/index.ts

@@ -24,6 +24,7 @@ import cloudStorageRoutes from "./cloud-storage";
 import paymentsReportsRoutes from "./payments-reports";
 import exportPaymentsReportsRoutes from "./export-payments-reports";
 import jobMonitorRoutes from "./job-monitor";
+import twilioRoutes from "./twilio";
 
 const router = Router();
 
@@ -52,5 +53,6 @@ router.use("/cloud-storage", cloudStorageRoutes);
 router.use("/payments-reports", paymentsReportsRoutes);
 router.use("/export-payments-reports", exportPaymentsReportsRoutes);
 router.use("/job-monitor", jobMonitorRoutes);
+router.use("/twilio", twilioRoutes);
 
 export default router;

apps/Backend/src/routes/patients.ts

@@ -374,4 +374,17 @@ router.get(
   }
 );
 
+// GET /api/patients/:id/communications
+router.get("/:id/communications", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const patientId = parseInt(req.params.id);
+    if (isNaN(patientId)) return res.status(400).json({ message: "Invalid patient ID" });
+
+    const communications = await storage.getCommunicationsByPatient(patientId);
+    return res.status(200).json(communications);
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to fetch communications", details: String(err) });
+  }
+});
+
 export default router;

apps/Backend/src/routes/twilio-webhooks.ts

@@ -0,0 +1,107 @@
+import express, { Request, Response } from "express";
+import { storage } from "../storage";
+import { prisma as db } from "@repo/db/client";
+
+const router = express.Router();
+
+// POST /api/twilio/webhook/sms  (Twilio posts inbound SMS here — no auth)
+router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { From, Body, MessageSid } = req.body;
+
+    const normalizedFrom = (From || "").replace(/\D/g, "");
+    const allPatients = await db.patient.findMany({ select: { id: true, phone: true } });
+    const patient = allPatients.find(
+      (p: { id: number; phone: string | null }) => p.phone && p.phone.replace(/\D/g, "") === normalizedFrom
+    );
+
+    if (patient) {
+      await storage.createCommunication({
+        patientId: patient.id,
+        channel: "sms",
+        direction: "inbound",
+        status: "delivered",
+        body: Body,
+        twilioSid: MessageSid,
+      });
+    }
+
+    res.set("Content-Type", "text/xml");
+    return res.send("<Response></Response>");
+  } catch (err) {
+    res.set("Content-Type", "text/xml");
+    return res.send("<Response></Response>");
+  }
+});
+
+// POST /api/twilio/webhook/voice  (Twilio posts here when someone calls — no auth)
+router.post("/webhook/voice", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { From, CallSid } = req.body;
+
+    const normalizedFrom = (From || "").replace(/\D/g, "");
+    const allPatients = await db.patient.findMany({ select: { id: true, phone: true, userId: true } });
+    const patient = allPatients.find(
+      (p: { id: number; phone: string | null; userId: number }) => p.phone && p.phone.replace(/\D/g, "") === normalizedFrom
+    );
+
+    let greeting = "Thank you for calling. Please leave a message after the beep and we will get back to you shortly.";
+    if (patient) {
+      const settings = await storage.getTwilioSettings(patient.userId);
+      if (settings?.greetingMessage?.trim()) {
+        greeting = settings.greetingMessage.trim();
+      }
+    }
+
+    if (patient) {
+      await storage.createCommunication({
+        patientId: patient.id,
+        channel: "voice",
+        direction: "inbound",
+        status: "completed",
+        body: "(Inbound call — voicemail below)",
+        twilioSid: CallSid,
+      });
+    }
+
+    const recordingCallbackUrl = `${process.env.BASE_URL || "https://communitydentistsoflowell.mydentalofficemanagement.com"}/api/twilio/webhook/voice-recording`;
+
+    const twiml = `<?xml version="1.0" encoding="UTF-8"?>
+<Response>
+  <Say voice="alice">${greeting}</Say>
+  <Record maxLength="120" action="${recordingCallbackUrl}" transcribeCallback="${recordingCallbackUrl}" playBeep="true"/>
+  <Say voice="alice">We did not receive a recording. Goodbye.</Say>
+</Response>`;
+
+    res.set("Content-Type", "text/xml");
+    return res.send(twiml);
+  } catch (err) {
+    res.set("Content-Type", "text/xml");
+    return res.send(`<?xml version="1.0" encoding="UTF-8"?><Response><Say>Thank you for calling. Please try again later.</Say></Response>`);
+  }
+});
+
+// POST /api/twilio/webhook/voice-recording  (Twilio posts recording URL here — no auth)
+router.post("/webhook/voice-recording", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { CallSid, RecordingUrl } = req.body;
+
+    if (RecordingUrl && CallSid) {
+      const comm = await db.communication.findFirst({ where: { twilioSid: CallSid } });
+      if (comm) {
+        await db.communication.update({
+          where: { id: comm.id },
+          data: { body: `Voicemail: ${RecordingUrl}.mp3` },
+        });
+      }
+    }
+
+    res.set("Content-Type", "text/xml");
+    return res.send("<Response></Response>");
+  } catch (err) {
+    res.set("Content-Type", "text/xml");
+    return res.send("<Response></Response>");
+  }
+});
+
+export default router;

apps/Backend/src/routes/twilio.ts

@@ -0,0 +1,183 @@
+import express, { Request, Response } from "express";
+import twilio from "twilio";
+import { storage } from "../storage";
+
+const router = express.Router();
+
+function getTwilioClient(accountSid: string, authToken: string) {
+  return twilio(accountSid, authToken);
+}
+
+// GET /api/twilio/settings
+router.get("/settings", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const settings = await storage.getTwilioSettings(userId);
+    if (!settings) return res.status(200).json(null);
+
+    return res.status(200).json({
+      id: settings.id,
+      accountSid: settings.accountSid,
+      authToken: settings.authToken,
+      phoneNumber: settings.phoneNumber,
+      greetingMessage: settings.greetingMessage,
+    });
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to fetch Twilio settings", details: String(err) });
+  }
+});
+
+// PUT /api/twilio/settings
+router.put("/settings", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { accountSid, authToken, phoneNumber, greetingMessage } = req.body;
+    if (!accountSid?.trim() || !authToken?.trim() || !phoneNumber?.trim()) {
+      return res.status(400).json({ message: "accountSid, authToken, and phoneNumber are required" });
+    }
+
+    const settings = await storage.upsertTwilioSettings(userId, {
+      accountSid: accountSid.trim(),
+      authToken: authToken.trim(),
+      phoneNumber: phoneNumber.trim(),
+      greetingMessage: greetingMessage?.trim() || null,
+    });
+
+    return res.status(200).json({
+      id: settings.id,
+      accountSid: settings.accountSid,
+      authToken: settings.authToken,
+      phoneNumber: settings.phoneNumber,
+      greetingMessage: settings.greetingMessage,
+    });
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to save Twilio settings", details: String(err) });
+  }
+});
+
+// POST /api/twilio/send-sms
+router.post("/send-sms", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { to, message, patientId } = req.body;
+    if (!to || !message) return res.status(400).json({ message: "to and message are required" });
+
+    const settings = await storage.getTwilioSettings(userId);
+    if (!settings) {
+      return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
+    }
+
+    const client = getTwilioClient(settings.accountSid, settings.authToken);
+    const twilioMsg = await client.messages.create({
+      body: message,
+      from: settings.phoneNumber,
+      to,
+    });
+
+    if (patientId) {
+      await storage.createCommunication({
+        patientId: Number(patientId),
+        userId,
+        channel: "sms",
+        direction: "outbound",
+        status: "sent",
+        body: message,
+        twilioSid: twilioMsg.sid,
+      });
+    }
+
+    return res.status(200).json({ sid: twilioMsg.sid, status: twilioMsg.status });
+  } catch (err: any) {
+    return res.status(500).json({ error: err.message || "Failed to send SMS" });
+  }
+});
+
+// GET /api/twilio/templates
+router.get("/templates", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+    const templates = await storage.getTemplates(userId);
+    return res.status(200).json(templates);
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to fetch templates", details: String(err) });
+  }
+});
+
+// PUT /api/twilio/templates/:key
+router.put("/templates/:key", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+    const { key } = req.params;
+    const { body } = req.body;
+    if (!key || !body?.trim()) return res.status(400).json({ message: "key and body are required" });
+    await storage.saveTemplate(userId, key, body.trim());
+    return res.status(200).json({ key, body: body.trim() });
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to save template", details: String(err) });
+  }
+});
+
+// GET /api/twilio/recent-communications
+router.get("/recent-communications", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const limit = Math.min(50, parseInt(req.query.limit as string) || 20);
+    const communications = await storage.getRecentCommunicationsByUser(userId, limit);
+    return res.status(200).json(communications);
+  } catch (err) {
+    return res.status(500).json({ error: "Failed to fetch recent communications", details: String(err) });
+  }
+});
+
+// POST /api/twilio/make-call
+router.post("/make-call", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { to, message, patientId } = req.body;
+    if (!to) return res.status(400).json({ message: "to is required" });
+
+    const settings = await storage.getTwilioSettings(userId);
+    if (!settings) {
+      return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
+    }
+
+    const twimlMessage = message || "Hello, this is a call from your dental office.";
+    const twiml = `<Response><Say>${twimlMessage}</Say></Response>`;
+
+    const client = getTwilioClient(settings.accountSid, settings.authToken);
+    const call = await client.calls.create({
+      twiml,
+      from: settings.phoneNumber,
+      to,
+    });
+
+    if (patientId) {
+      await storage.createCommunication({
+        patientId: Number(patientId),
+        userId,
+        channel: "voice",
+        direction: "outbound",
+        status: "queued",
+        twilioSid: call.sid,
+      });
+    }
+
+    return res.status(200).json({ sid: call.sid, status: call.status });
+  } catch (err: any) {
+    return res.status(500).json({ error: err.message || "Failed to make call" });
+  }
+});
+
+export default router;

apps/Backend/src/storage/index.ts

@@ -17,6 +17,7 @@ import { paymentsReportsStorage } from './payments-reports-storage';
 import { patientDocumentsStorage } from './patientDocuments-storage';
 import * as exportPaymentsReportsStorage from "./export-payments-reports-storage";
 import { cronJobLogStorage } from "./cron-job-log-storage";
+import { twilioStorage } from "./twilio-storage";
 
 
 export const storage = {
@@ -37,6 +38,7 @@ export const storage = {
   ...patientDocumentsStorage,
   ...exportPaymentsReportsStorage,
   ...cronJobLogStorage,
+  ...twilioStorage,
 
 };
 

apps/Backend/src/storage/twilio-storage.ts

@@ -0,0 +1,72 @@
+import { prisma as db } from "@repo/db/client";
+
+export type TwilioSettingsData = {
+  accountSid: string;
+  authToken: string;
+  phoneNumber: string;
+  greetingMessage?: string | null;
+};
+
+export type CommunicationCreateData = {
+  patientId: number;
+  userId?: number;
+  channel: "sms" | "voice";
+  direction: "outbound" | "inbound";
+  status: "queued" | "sent" | "delivered" | "failed" | "completed" | "busy" | "no_answer";
+  body?: string;
+  callDuration?: number;
+  twilioSid?: string;
+};
+
+export const twilioStorage = {
+  async getTwilioSettings(userId: number) {
+    return db.twilioSettings.findUnique({ where: { userId } });
+  },
+
+  async upsertTwilioSettings(userId: number, data: TwilioSettingsData) {
+    return db.twilioSettings.upsert({
+      where: { userId },
+      update: data,
+      create: { userId, ...data },
+    });
+  },
+
+  async createCommunication(data: CommunicationCreateData) {
+    return db.communication.create({ data: data as any });
+  },
+
+  async getCommunicationsByPatient(patientId: number) {
+    return db.communication.findMany({
+      where: { patientId },
+      orderBy: { createdAt: "asc" },
+    });
+  },
+
+  async getTemplates(userId: number): Promise<Record<string, string>> {
+    const settings = await db.twilioSettings.findUnique({ where: { userId } });
+    if (!settings?.templates) return {};
+    return settings.templates as Record<string, string>;
+  },
+
+  async saveTemplate(userId: number, key: string, body: string) {
+    const settings = await db.twilioSettings.findUnique({ where: { userId } });
+    const existing = (settings?.templates as Record<string, string>) || {};
+    const updated = { ...existing, [key]: body };
+    return db.twilioSettings.upsert({
+      where: { userId },
+      update: { templates: updated },
+      create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
+    });
+  },
+
+  async getRecentCommunicationsByUser(userId: number, limit = 20) {
+    return db.communication.findMany({
+      where: { patient: { userId } },
+      orderBy: { createdAt: "desc" },
+      take: limit,
+      include: {
+        patient: { select: { id: true, firstName: true, lastName: true, phone: true } },
+      },
+    });
+  },
+};

apps/Frontend/src/components/patient-connection/message-thread.tsx

@@ -21,10 +21,7 @@ export function MessageThread({ patient, onBack }: MessageThreadProps) {
   const { data: communications = [], isLoading } = useQuery<Communication[]>({
     queryKey: ["/api/patients", patient.id, "communications"],
     queryFn: async () => {
-      const res = await fetch(`/api/patients/${patient.id}/communications`, {
+      const res = await apiRequest("GET", `/api/patients/${patient.id}/communications`);
-        credentials: "include",
-      });
-      if (!res.ok) throw new Error("Failed to fetch communications");
       return res.json();
     },
     refetchInterval: 5000, // Refresh every 5 seconds to get new messages

apps/Frontend/src/components/patient-connection/sms-template-diaog.tsx

@@ -1,5 +1,5 @@
-import { useState } from "react";
+import { useState, useEffect } from "react";
-import { useMutation } from "@tanstack/react-query";
+import { useQuery, useMutation } from "@tanstack/react-query";
 import { Button } from "@/components/ui/button";
 import {
   Dialog,
@@ -18,9 +18,9 @@ import {
 } from "@/components/ui/select";
 import { Textarea } from "@/components/ui/textarea";
 import { Label } from "@/components/ui/label";
-import { MessageSquare, Send, Loader2 } from "lucide-react";
+import { MessageSquare, Send, Loader2, Save } from "lucide-react";
 import { useToast } from "@/hooks/use-toast";
-import { apiRequest } from "@/lib/queryClient";
+import { apiRequest, queryClient } from "@/lib/queryClient";
 import type { Patient } from "@repo/db/types";
 
 interface SmsTemplateDialogProps {
@@ -29,119 +29,109 @@ interface SmsTemplateDialogProps {
   patient: Patient | null;
 }
 
-const MESSAGE_TEMPLATES = {
+const DEFAULT_TEMPLATES: Record<string, { name: string; body: string }> = {
   appointment_reminder: {
     name: "Appointment Reminder",
-    template: (firstName: string) =>
+    body: (firstName: string) =>
       `Hi ${firstName}, this is your dental office. Reminder: You have an appointment scheduled. Please confirm or call us if you need to reschedule.`,
-  },
+  } as any,
   appointment_confirmation: {
     name: "Appointment Confirmation",
-    template: (firstName: string) =>
+    body: (firstName: string) =>
       `Hi ${firstName}, your appointment has been confirmed. We look forward to seeing you! If you have any questions, please call our office.`,
-  },
+  } as any,
   follow_up: {
     name: "Follow-Up",
-    template: (firstName: string) =>
+    body: (firstName: string) =>
       `Hi ${firstName}, thank you for visiting our dental office. How are you feeling after your treatment? Please let us know if you have any concerns.`,
-  },
+  } as any,
   payment_reminder: {
     name: "Payment Reminder",
-    template: (firstName: string) =>
+    body: (firstName: string) =>
       `Hi ${firstName}, this is a friendly reminder about your outstanding balance. Please contact our office to discuss payment options.`,
-  },
+  } as any,
   general: {
     name: "General Message",
-    template: (firstName: string) =>
+    body: (firstName: string) => `Hi ${firstName}, this is your dental office. `,
-      `Hi ${firstName}, this is your dental office. `,
+  } as any,
-  },
   custom: {
     name: "Custom Message",
-    template: () => "",
+    body: () => "",
-  },
+  } as any,
 };
 
+const TEMPLATE_KEYS = Object.keys(DEFAULT_TEMPLATES);
+
+function getDefaultBody(key: string, firstName: string): string {
+  const t = DEFAULT_TEMPLATES[key];
+  if (!t) return "";
+  return typeof t.body === "function" ? (t.body as any)(firstName) : t.body;
+}
+
 export function SmsTemplateDialog({
   open,
   onOpenChange,
   patient,
 }: SmsTemplateDialogProps) {
-  const [selectedTemplate, setSelectedTemplate] = useState<
+  const [selectedKey, setSelectedKey] = useState("appointment_reminder");
-    keyof typeof MESSAGE_TEMPLATES
+  const [messageText, setMessageText] = useState("");
-  >("appointment_reminder");
-  const [customMessage, setCustomMessage] = useState("");
   const { toast } = useToast();
 
-  const sendSmsMutation = useMutation({
+  const { data: savedTemplates = {} } = useQuery<Record<string, string>>({
-    mutationFn: async ({
+    queryKey: ["/api/twilio/templates"],
-      to,
+    enabled: open,
-      message,
+  });
-      patientId,
+
-    }: {
+  // Resolve effective body for a given key (saved override or default)
-      to: string;
+  const resolveBody = (key: string) => {
-      message: string;
+    if (key === "custom") return "";
-      patientId: number;
+    if (savedTemplates[key]) {
-    }) => {
+      // Replace placeholder first name with actual patient name
+      return savedTemplates[key].replace(/^Hi \w+,/, `Hi ${patient?.firstName ?? ""},`);
+    }
+    return getDefaultBody(key, patient?.firstName ?? "");
+  };
+
+  // When dialog opens or template changes, populate message
+  useEffect(() => {
+    if (open) setMessageText(resolveBody(selectedKey));
+  }, [open, selectedKey, savedTemplates, patient?.firstName]);
+
+  const sendMutation = useMutation({
+    mutationFn: async (message: string) => {
       return apiRequest("POST", "/api/twilio/send-sms", {
-        to,
+        to: patient!.phone,
         message,
-        patientId,
+        patientId: patient!.id,
       });
     },
     onSuccess: () => {
-      toast({
+      toast({ title: "SMS Sent", description: `Message sent to ${patient?.firstName} ${patient?.lastName}` });
-        title: "SMS Sent Successfully",
-        description: `Message sent to ${patient?.firstName} ${patient?.lastName}`,
-      });
       onOpenChange(false);
-      // Reset state
+      setSelectedKey("appointment_reminder");
-      setSelectedTemplate("appointment_reminder");
+      setMessageText("");
-      setCustomMessage("");
     },
-    onError: (error: any) => {
+    onError: (err: any) => {
-      toast({
+      toast({ title: "Failed to Send SMS", description: err.message || "Please check your Twilio configuration.", variant: "destructive" });
-        title: "Failed to Send SMS",
-        description:
-          error.message ||
-          "Please check your Twilio configuration and try again.",
-        variant: "destructive",
-      });
     },
   });
 
-  const getMessage = () => {
+  const updateMutation = useMutation({
-    if (!patient) return "";
+    mutationFn: async ({ key, body }: { key: string; body: string }) => {
-
+      return apiRequest("PUT", `/api/twilio/templates/${key}`, { body });
-    if (selectedTemplate === "custom") {
+    },
-      return customMessage;
+    onSuccess: () => {
-    }
+      queryClient.invalidateQueries({ queryKey: ["/api/twilio/templates"] });
-
+      toast({ title: "Template Updated", description: "This template will be used going forward." });
-    return MESSAGE_TEMPLATES[selectedTemplate].template(patient.firstName);
+    },
-  };
+    onError: (err: any) => {
-
+      toast({ title: "Failed to Update Template", description: err.message, variant: "destructive" });
-  const handleSend = () => {
+    },
-    if (!patient || !patient.phone) return;
-
-    const message = getMessage();
-    if (!message.trim()) return;
-
-    sendSmsMutation.mutate({
-      to: patient.phone,
-      message: message,
-      patientId: Number(patient.id),
   });
-  };
 
-  const handleTemplateChange = (value: string) => {
+  const handleTemplateChange = (key: string) => {
-    const templateKey = value as keyof typeof MESSAGE_TEMPLATES;
+    setSelectedKey(key);
-    setSelectedTemplate(templateKey);
+    setMessageText(resolveBody(key));
-
-    // Pre-fill custom message if not custom template
-    if (templateKey !== "custom" && patient) {
-      setCustomMessage(
-        MESSAGE_TEMPLATES[templateKey].template(patient.firstName)
-      );
-    }
   };
 
   return (
@@ -153,24 +143,22 @@ export function SmsTemplateDialog({
             Send SMS to {patient?.firstName} {patient?.lastName}
           </DialogTitle>
           <DialogDescription>
-            Choose a message template or write a custom message
+            Choose a template or write a custom message
           </DialogDescription>
         </DialogHeader>
 
         <div className="space-y-4 py-4">
           <div className="space-y-2">
-            <Label htmlFor="template">Message Template</Label>
+            <Label>Message Template</Label>
-            <Select
+            <Select value={selectedKey} onValueChange={handleTemplateChange}>
-              value={selectedTemplate}
+              <SelectTrigger data-testid="select-sms-template">
-              onValueChange={handleTemplateChange}
-            >
-              <SelectTrigger id="template" data-testid="select-sms-template">
                 <SelectValue placeholder="Select a template" />
               </SelectTrigger>
               <SelectContent>
-                {Object.entries(MESSAGE_TEMPLATES).map(([key, value]) => (
+                {TEMPLATE_KEYS.map((key) => (
                   <SelectItem key={key} value={key}>
-                    {value.name}
+                    {DEFAULT_TEMPLATES[key]?.name ?? key}
+                    {savedTemplates[key] ? " ✎" : ""}
                   </SelectItem>
                 ))}
               </SelectContent>
@@ -178,13 +166,29 @@ export function SmsTemplateDialog({
           </div>
 
           <div className="space-y-2">
-            <Label htmlFor="message">Message Preview</Label>
+            <div className="flex items-center justify-between">
+              <Label>Message</Label>
+              {selectedKey !== "custom" && (
+                <Button
+                  type="button"
+                  variant="outline"
+                  size="sm"
+                  className="h-7 text-xs gap-1"
+                  disabled={!messageText.trim() || updateMutation.isPending}
+                  onClick={() => updateMutation.mutate({ key: selectedKey, body: messageText })}
+                >
+                  {updateMutation.isPending ? (
+                    <Loader2 className="h-3 w-3 animate-spin" />
+                  ) : (
+                    <Save className="h-3 w-3" />
+                  )}
+                  {updateMutation.isPending ? "Saving..." : "Update Template"}
+                </Button>
+              )}
+            </div>
             <Textarea
-              id="message"
+              value={messageText}
-              value={
+              onChange={(e) => setMessageText(e.target.value)}
-                selectedTemplate === "custom" ? customMessage : getMessage()
-              }
-              onChange={(e) => setCustomMessage(e.target.value)}
               placeholder="Type your message here..."
               rows={5}
               className="resize-none"
@@ -203,21 +207,17 @@ export function SmsTemplateDialog({
             Cancel
           </Button>
           <Button
-            onClick={handleSend}
+            onClick={() => sendMutation.mutate(messageText)}
-            disabled={
+            disabled={!patient?.phone || !messageText.trim() || sendMutation.isPending || !patient}
-              !patient?.phone ||
-              !getMessage().trim() ||
-              sendSmsMutation.isPending
-            }
             className="gap-2"
             data-testid="button-send-sms"
           >
-            {sendSmsMutation.isPending ? (
+            {sendMutation.isPending ? (
               <Loader2 className="h-4 w-4 animate-spin" />
             ) : (
               <Send className="h-4 w-4" />
             )}
-            {sendSmsMutation.isPending ? "Sending..." : "Send SMS"}
+            {sendMutation.isPending ? "Sending..." : "Send SMS"}
           </Button>
         </DialogFooter>
       </DialogContent>

apps/Frontend/src/components/settings/twilio-settings-card.tsx

@@ -0,0 +1,170 @@
+import { useState, useEffect } from "react";
+import { useQuery, useMutation } from "@tanstack/react-query";
+import { Card, CardContent } from "@/components/ui/card";
+import { Eye, EyeOff, CheckCircle } from "lucide-react";
+import { useToast } from "@/hooks/use-toast";
+import { apiRequest, queryClient } from "@/lib/queryClient";
+
+type TwilioSettings = {
+  id?: number;
+  accountSid: string;
+  authToken: string;
+  phoneNumber: string;
+  greetingMessage?: string | null;
+};
+
+export function TwilioSettingsCard() {
+  const { toast } = useToast();
+  const [accountSid, setAccountSid] = useState("");
+  const [authToken, setAuthToken] = useState("");
+  const [phoneNumber, setPhoneNumber] = useState("");
+  const [greetingMessage, setGreetingMessage] = useState("");
+  const [showAuthToken, setShowAuthToken] = useState(false);
+
+  const { data: settings, isLoading } = useQuery<TwilioSettings | null>({
+    queryKey: ["/api/twilio/settings"],
+    queryFn: async () => {
+      const res = await apiRequest("GET", "/api/twilio/settings");
+      if (!res.ok) return null;
+      return res.json();
+    },
+  });
+
+  useEffect(() => {
+    if (settings) {
+      setAccountSid(settings.accountSid ?? "");
+      setAuthToken(settings.authToken ?? "");
+      setPhoneNumber(settings.phoneNumber ?? "");
+      setGreetingMessage(settings.greetingMessage ?? "");
+    }
+  }, [settings]);
+
+  const saveMutation = useMutation({
+    mutationFn: async (data: TwilioSettings) => {
+      const res = await apiRequest("PUT", "/api/twilio/settings", data);
+      if (!res.ok) {
+        const err = await res.json().catch(() => null);
+        throw new Error(err?.message || "Failed to save Twilio settings");
+      }
+      return res.json();
+    },
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ["/api/twilio/settings"] });
+      toast({ title: "Twilio Settings Saved", description: "Your Twilio credentials have been saved." });
+    },
+    onError: (err: any) => {
+      toast({ title: "Error", description: err?.message || "Failed to save settings", variant: "destructive" });
+    },
+  });
+
+  const handleSubmit = (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!accountSid.trim() || !authToken.trim() || !phoneNumber.trim()) return;
+    saveMutation.mutate({ accountSid: accountSid.trim(), authToken: authToken.trim(), phoneNumber: phoneNumber.trim(), greetingMessage: greetingMessage.trim() || null });
+  };
+
+  const isConfigured = !!(settings?.accountSid && settings?.authToken && settings?.phoneNumber);
+
+  return (
+    <Card>
+      <CardContent className="space-y-4 py-6">
+        <div className="flex items-center gap-2">
+          <h3 className="text-lg font-semibold">Twilio Settings</h3>
+          {isConfigured && (
+            <span className="flex items-center gap-1 text-xs text-green-600 font-medium">
+              <CheckCircle className="h-3.5 w-3.5" /> Configured
+            </span>
+          )}
+        </div>
+        <p className="text-sm text-gray-500">
+          Enter your Twilio credentials to enable SMS and calling features. Find these in your{" "}
+          <span className="font-medium">Twilio Console</span> → Account Info.
+        </p>
+
+        {isLoading ? (
+          <p className="text-sm text-gray-400">Loading...</p>
+        ) : (
+          <form className="space-y-4" onSubmit={handleSubmit}>
+            <div>
+              <label className="block text-sm font-medium">Account SID</label>
+              <input
+                type="text"
+                value={accountSid}
+                onChange={(e) => setAccountSid(e.target.value)}
+                className="mt-1 p-2 border rounded w-full font-mono text-sm"
+                placeholder="ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
+                required
+              />
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium">Auth Token</label>
+              <div className="relative mt-1">
+                <input
+                  type={showAuthToken ? "text" : "password"}
+                  value={authToken}
+                  onChange={(e) => setAuthToken(e.target.value)}
+                  className="p-2 border rounded w-full pr-10 font-mono text-sm"
+                  placeholder="••••••••••••••••••••••••••••••••"
+                  required
+                />
+                <button
+                  type="button"
+                  onClick={() => setShowAuthToken((v) => !v)}
+                  className="absolute inset-y-0 right-2 flex items-center text-gray-500 hover:text-gray-700"
+                  tabIndex={-1}
+                >
+                  {showAuthToken ? <EyeOff size={16} /> : <Eye size={16} />}
+                </button>
+              </div>
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium">Twilio Phone Number</label>
+              <input
+                type="text"
+                value={phoneNumber}
+                onChange={(e) => setPhoneNumber(e.target.value)}
+                className="mt-1 p-2 border rounded w-full font-mono text-sm"
+                placeholder="+1xxxxxxxxxx"
+                required
+              />
+              <p className="text-xs text-gray-500 mt-1">Must be in E.164 format, e.g. +16175551234</p>
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium">Voicemail Greeting</label>
+              <textarea
+                value={greetingMessage}
+                onChange={(e) => setGreetingMessage(e.target.value)}
+                className="mt-1 p-2 border rounded w-full text-sm resize-none"
+                rows={3}
+                placeholder="Thank you for calling. Please leave a message after the beep and we will get back to you shortly."
+              />
+              <p className="text-xs text-gray-500 mt-1">This message plays when a patient calls your Twilio number. Leave blank to use the default.</p>
+            </div>
+
+            <div className="flex items-center gap-3 pt-1">
+              <button
+                type="submit"
+                className="bg-teal-600 text-white px-4 py-2 rounded hover:bg-teal-700 text-sm"
+                disabled={saveMutation.isPending}
+              >
+                {saveMutation.isPending ? "Saving..." : "Save Twilio Settings"}
+              </button>
+            </div>
+
+            {isConfigured && (
+              <div className="mt-2 p-3 bg-gray-50 rounded border text-xs text-gray-600 space-y-1">
+                <p className="font-medium text-gray-700">Twilio Webhook URLs</p>
+                <p>SMS: <code className="bg-white border px-1 rounded">https://communitydentistsoflowell.mydentalofficemanagement.com/api/twilio/webhook/sms</code></p>
+                <p>Voice: <code className="bg-white border px-1 rounded">https://communitydentistsoflowell.mydentalofficemanagement.com/api/twilio/webhook/voice</code></p>
+                <p className="text-gray-400">Set these in your Twilio Console → Phone Numbers → your number</p>
+              </div>
+            )}
+          </form>
+        )}
+      </CardContent>
+    </Card>
+  );
+}

apps/Frontend/src/pages/patient-connection-page.tsx

@@ -1,4 +1,5 @@
 import { useState } from "react";
+import { formatDistanceToNow, parseISO } from "date-fns";
 import { useQuery, useMutation } from "@tanstack/react-query";
 import { Sidebar } from "@/components/layout/sidebar";
 import { TopAppBar } from "@/components/layout/top-app-bar";
@@ -19,6 +20,7 @@ import {
   User,
   Search,
   MessageSquare,
+  Send,
   X,
 } from "lucide-react";
 import { SmsTemplateDialog } from "@/components/patient-connection/sms-template-diaog";
@@ -92,12 +94,18 @@ export default function PatientConnectionPage() {
 
   // Handle calling patient via Twilio
   const handleCall = (patient: Patient) => {
-    if (patient.phone) {
+    if (!patient.phone?.trim()) {
+      toast({
+        title: "No Phone Number",
+        description: "This patient does not have a phone number on file.",
+        variant: "destructive",
+      });
+      return;
+    }
     makeCallMutation.mutate({
       to: patient.phone,
       patientId: Number(patient.id),
     });
-    }
   };
 
   // Handle sending SMS
@@ -118,36 +126,19 @@ export default function PatientConnectionPage() {
     setSelectedPatient(null);
   };
 
-  // Sample call data
+  const { data: recentCommunications = [] } = useQuery<any[]>({
-  const recentCalls = [
+    queryKey: ["/api/twilio/recent-communications"],
-    {
+    refetchInterval: 10000,
-      id: 1,
+  });
-      patientName: "John Bill",
+
-      phoneNumber: "(555) 123-4567",
+  // One entry per patient, keeping the most recent communication
-      callType: "Appointment Request",
+  const recentPatients = Object.values(
-      status: "Completed",
+    recentCommunications.reduce((acc: Record<number, any>, comm: any) => {
-      duration: "3:45",
+      if (!comm.patient) return acc;
-      time: "2 hours ago",
+      if (!acc[comm.patient.id]) acc[comm.patient.id] = comm;
-    },
+      return acc;
-    {
+    }, {})
-      id: 2,
+  );
-      patientName: "Emily Brown",
-      phoneNumber: "(555) 987-6543",
-      callType: "Insurance Question",
-      status: "Follow-up Required",
-      duration: "6:12",
-      time: "4 hours ago",
-    },
-    {
-      id: 3,
-      patientName: "Mike Johnson",
-      phoneNumber: "(555) 456-7890",
-      callType: "Prescription Refill",
-      status: "Completed",
-      duration: "2:30",
-      time: "6 hours ago",
-    },
-  ];
 
   const callStats = [
     {
@@ -206,8 +197,49 @@ export default function PatientConnectionPage() {
         ))}
       </div>
 
-      {/* Search and Actions */}
+      {/* Recent Calls */}
       <Card className="mb-6">
+        <CardHeader>
+          <CardTitle>Recent Conversations</CardTitle>
+          <CardDescription>
+            View and manage recent patient conversations
+          </CardDescription>
+        </CardHeader>
+        <CardContent>
+          <div className="space-y-2">
+            {recentPatients.length === 0 ? (
+              <p className="text-sm text-muted-foreground text-center py-4">
+                No conversations yet.
+              </p>
+            ) : (
+              recentPatients.map((comm: any) => (
+                <div
+                  key={comm.patient.id}
+                  className="flex items-center justify-between p-3 border rounded-lg hover:bg-gray-50 transition-colors cursor-pointer"
+                  onClick={() => handleOpenMessaging(comm.patient)}
+                >
+                  <div className="flex items-center space-x-3">
+                    <div className="h-9 w-9 rounded-full bg-primary text-primary-foreground flex items-center justify-center text-sm font-semibold flex-shrink-0">
+                      {comm.patient.firstName?.[0]}{comm.patient.lastName?.[0]}
+                    </div>
+                    <p className="font-medium">
+                      {comm.patient.firstName} {comm.patient.lastName}
+                    </p>
+                  </div>
+                  <p className="text-xs text-muted-foreground">
+                    {comm.createdAt
+                      ? formatDistanceToNow(parseISO(comm.createdAt), { addSuffix: true })
+                      : ""}
+                  </p>
+                </div>
+              ))
+            )}
+          </div>
+        </CardContent>
+      </Card>
+
+      {/* Search and Actions */}
+      <Card>
         <CardHeader>
           <CardTitle>Search Patients</CardTitle>
           <CardDescription>
@@ -265,17 +297,24 @@ export default function PatientConnectionPage() {
                           variant="outline"
                           size="sm"
                           onClick={() => handleCall(patient)}
-                          disabled={!patient.phone}
                           data-testid={`button-call-${patient.id}`}
                         >
                           <Phone className="h-4 w-4 mr-1" />
                           Call
                         </Button>
+                        <Button
+                          variant="outline"
+                          size="sm"
+                          onClick={() => handleSMS(patient)}
+                          data-testid={`button-sms-${patient.id}`}
+                        >
+                          <Send className="h-4 w-4 mr-1" />
+                          SMS
+                        </Button>
                         <Button
                           variant="outline"
                           size="sm"
                           onClick={() => handleOpenMessaging(patient)}
-                          disabled={!patient.phone}
                           data-testid={`button-chat-${patient.id}`}
                         >
                           <MessageSquare className="h-4 w-4 mr-1" />
@@ -295,57 +334,6 @@ export default function PatientConnectionPage() {
         </CardContent>
       </Card>
 
-      {/* Recent Calls */}
-      <Card>
-        <CardHeader>
-          <CardTitle>Recent Calls</CardTitle>
-          <CardDescription>
-            View and manage recent patient calls
-          </CardDescription>
-        </CardHeader>
-        <CardContent>
-          <div className="space-y-4">
-            {recentCalls.map((call) => (
-              <div
-                key={call.id}
-                className="flex items-center justify-between p-4 border rounded-lg"
-              >
-                <div className="flex items-center space-x-4">
-                  <div className="flex-shrink-0">
-                    <Phone className="h-5 w-5 text-muted-foreground" />
-                  </div>
-                  <div>
-                    <p className="font-medium">{call.patientName}</p>
-                    <p className="text-sm text-muted-foreground">
-                      {call.phoneNumber}
-                    </p>
-                  </div>
-                  <div>
-                    <p className="text-sm font-medium">{call.callType}</p>
-                    <p className="text-xs text-muted-foreground">
-                      Duration: {call.duration}
-                    </p>
-                  </div>
-                </div>
-                <div className="flex items-center space-x-3">
-                  <Badge
-                    variant={
-                      call.status === "Completed" ? "default" : "secondary"
-                    }
-                  >
-                    {call.status}
-                  </Badge>
-                  <p className="text-xs text-muted-foreground">{call.time}</p>
-                  <Button variant="outline" size="sm">
-                    <PhoneCall className="h-4 w-4" />
-                  </Button>
-                </div>
-              </div>
-            ))}
-          </div>
-        </CardContent>
-      </Card>
-
       {/* SMS Template Dialog */}
       <SmsTemplateDialog
         open={isSmsDialogOpen}

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

@@ -12,6 +12,7 @@ import { useAuth } from "@/hooks/use-auth";
 import { Staff } from "@repo/db/types";
 import { NpiProviderTable } from "@/components/settings/npiProviderTable";
 import { ProgramBridgeTable } from "@/components/settings/program-bridge-table";
+import { TwilioSettingsCard } from "@/components/settings/twilio-settings-card";
 
 export default function SettingsPage() {
   const { toast } = useToast();
@@ -511,6 +512,11 @@ export default function SettingsPage() {
         </CardContent>
       </Card>
 
+      {/* Twilio Section */}
+      <div className="mt-6">
+        <TwilioSettingsCard />
+      </div>
+
       {/* Credential Section */}
       <div className="mt-6">
         <CredentialTable />

packages/db/prisma/migrations/20260502000000_add_twilio_settings/migration.sql

@@ -0,0 +1,12 @@
+CREATE TABLE "twilio_settings" (
+    "id" SERIAL NOT NULL,
+    "userId" INTEGER NOT NULL,
+    "accountSid" TEXT NOT NULL,
+    "authToken" TEXT NOT NULL,
+    "phoneNumber" TEXT NOT NULL,
+    CONSTRAINT "twilio_settings_pkey" PRIMARY KEY ("id")
+);
+
+ALTER TABLE "twilio_settings" ADD CONSTRAINT "twilio_settings_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+CREATE UNIQUE INDEX "twilio_settings_userId_key" ON "twilio_settings"("userId");

packages/db/prisma/migrations/20260502000001_twilio_greeting/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "twilio_settings" ADD COLUMN IF NOT EXISTS "greetingMessage" TEXT;

packages/db/prisma/migrations/20260502000002_twilio_templates/migration.sql

@@ -0,0 +1 @@
+ALTER TABLE "twilio_settings" ADD COLUMN IF NOT EXISTS "templates" JSONB;

packages/db/prisma/schema.prisma

@@ -37,6 +37,7 @@ model User {
   cloudFolders         CloudFolder[]
   cloudFiles           CloudFile[]
   communications       Communication[]
+  twilioSettings       TwilioSettings?
 }
 
 model Patient {
@@ -544,3 +545,17 @@ model PatientDocument {
   @@index([patientId])
   @@index([uploadedAt])
 }
+
+model TwilioSettings {
+  id              Int     @id @default(autoincrement())
+  userId          Int     @unique
+  accountSid      String
+  authToken       String
+  phoneNumber     String
+  greetingMessage String?
+  templates       Json?
+
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  @@map("twilio_settings")
+}