feat: schedule page SMS reminders with AI follow-up and reschedule column

- 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>

apps/Backend/src/routes/ai-settings.ts

@@ -53,8 +53,8 @@ router.put("/chat-templates", async (req: Request, res: Response): Promise<any>
   try {
     const userId = req.user?.id;
     if (!userId) return res.status(401).json({ message: "Unauthorized" });
-    const { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting } = req.body;
-    await storage.saveAiChatTemplates(userId, { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting });
+    const { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting, reminderSms } = req.body;
+    await storage.saveAiChatTemplates(userId, { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting, reminderSms });
     const updated = await storage.getAiChatTemplates(userId);
     return res.status(200).json(updated);
   } catch (err) {

apps/Backend/src/routes/twilio.ts

@@ -1,6 +1,7 @@
 import express, { Request, Response } from "express";
 import twilio from "twilio";
 import { storage } from "../storage";
+import { prisma as db } from "@repo/db/client";
 import { getHandoff, setHandoff, resetConversation, startNewPatientConversation, startRescheduleConversation, getAfterHoursHandoff, setAfterHoursHandoff } from "../ai/aiHandoffStore";
 
 const router = express.Router();
@@ -97,7 +98,10 @@ router.post("/send-sms", async (req: Request, res: Response): Promise<any> => {
         await startNewPatientConversation(userId, pid);
       } else if (startFlow === "reschedule") {
         await startRescheduleConversation(userId, pid);
+      } else if (startFlow === "no_follow_up") {
+        // AI follow-up disabled — leave existing stage untouched
       } else {
+        // "reminder" or unspecified → start reminder AI flow
         await resetConversation(userId, pid);
       }
     }
@@ -108,6 +112,116 @@ router.post("/send-sms", async (req: Request, res: Response): Promise<any> => {
   }
 });
 
+// POST /api/twilio/send-reminders-batch
+router.post("/send-reminders-batch", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { date, staffIds, aiFollowUp = true } = req.body as {
+      date: string;
+      staffIds: number[];
+      aiFollowUp?: boolean;
+    };
+    if (!date || !Array.isArray(staffIds) || staffIds.length === 0) {
+      return res.status(400).json({ message: "date and staffIds 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." });
+    }
+
+    // Resolve office name and reminder SMS template
+    const officeContact = await storage.getOfficeContact(userId);
+    const officeName = (officeContact as any)?.officeName?.trim() || "";
+    const chatTemplates = await storage.getAiChatTemplates(userId);
+
+    const DEFAULT_REMINDER_SMS =
+      "Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please reply YES to confirm or NO to reschedule. Thank you!";
+    const templateBody = chatTemplates.reminderSms?.trim() || DEFAULT_REMINDER_SMS;
+
+    // Fetch appointments for the selected staff columns on the given date
+    const dayStart = new Date(date);
+    dayStart.setUTCHours(0, 0, 0, 0);
+    const dayEnd = new Date(date);
+    dayEnd.setUTCHours(23, 59, 59, 999);
+
+    const appointments = await db.appointment.findMany({
+      where: {
+        staffId: { in: staffIds },
+        date: { gte: dayStart, lte: dayEnd },
+        status: { not: "cancelled" },
+        patient: { userId },
+      },
+      include: {
+        patient: { select: { id: true, firstName: true, phone: true } },
+      },
+      orderBy: { startTime: "asc" },
+    });
+
+    // Format a date string as "May 9, 2026"
+    const months = ["January","February","March","April","May","June","July","August","September","October","November","December"];
+    const formatApptDate = (d: Date | string) => {
+      const dt = new Date(d);
+      return `${months[dt.getUTCMonth()]} ${dt.getUTCDate()}, ${dt.getUTCFullYear()}`;
+    };
+
+    const client = getTwilioClient(settings.accountSid, settings.authToken);
+    let sent = 0;
+    let skipped = 0;
+
+    // Deduplicate by patientId — send at most one reminder per patient per run
+    const seen = new Set<number>();
+
+    for (const appt of appointments) {
+      const patient = appt.patient;
+      if (!patient?.phone || seen.has(patient.id)) { skipped++; continue; }
+      seen.add(patient.id);
+
+      const apptDate      = formatApptDate(appt.date);
+      const apptTime      = typeof appt.startTime === "string"
+        ? appt.startTime.substring(0, 5)
+        : String(appt.startTime);
+
+      const message = templateBody
+        .replace(/\{firstName\}/g,       patient.firstName ?? "")
+        .replace(/\{officeName\}/g,      officeName)
+        .replace(/\{appointmentDate\}/g, apptDate)
+        .replace(/\{appointmentTime\}/g, apptTime)
+        .replace(/\{date\}/g,            apptDate)
+        .replace(/\{time\}/g,            apptTime);
+
+      try {
+        const twilioMsg = await client.messages.create({
+          body: message,
+          from: settings.phoneNumber,
+          to: patient.phone,
+        });
+        await storage.createCommunication({
+          patientId: patient.id,
+          userId,
+          channel: "sms",
+          direction: "outbound",
+          status: "sent",
+          body: message,
+          twilioSid: twilioMsg.sid,
+        });
+        if (aiFollowUp) {
+          await resetConversation(userId, patient.id);
+        }
+        sent++;
+      } catch {
+        skipped++;
+      }
+    }
+
+    return res.status(200).json({ sent, skipped });
+  } catch (err: any) {
+    return res.status(500).json({ error: err.message || "Failed to send reminders" });
+  }
+});
+
 // GET /api/twilio/templates
 router.get("/templates", async (req: Request, res: Response): Promise<any> => {
   try {

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

@@ -67,10 +67,11 @@ export const twilioStorage = {
       newPatientGreeting:  all["_ai_chat_new_patient_greeting"] ?? "",
       generalFallback:     all["_ai_chat_general_fallback"]     ?? "",
       rescheduleGreeting:  all["_ai_chat_reschedule_greeting"]  ?? "",
+      reminderSms:         all["_ai_chat_reminder_sms"]         ?? "",
     };
   },
 
-  async saveAiChatTemplates(userId: number, templates: { reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string; rescheduleGreeting?: string }) {
+  async saveAiChatTemplates(userId: number, templates: { reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string; rescheduleGreeting?: string; reminderSms?: string }) {
     const settings = await db.twilioSettings.findUnique({ where: { userId } });
     const existing = (settings?.templates as Record<string, string>) || {};
     const updated: Record<string, string> = { ...existing };
@@ -78,6 +79,7 @@ export const twilioStorage = {
     if (templates.newPatientGreeting !== undefined) updated["_ai_chat_new_patient_greeting"]  = templates.newPatientGreeting;
     if (templates.generalFallback    !== undefined) updated["_ai_chat_general_fallback"]      = templates.generalFallback;
     if (templates.rescheduleGreeting !== undefined) updated["_ai_chat_reschedule_greeting"]   = templates.rescheduleGreeting;
+    if (templates.reminderSms        !== undefined) updated["_ai_chat_reminder_sms"]          = templates.reminderSms;
     return db.twilioSettings.upsert({
       where:  { userId },
       update: { templates: updated },