feat: AI chat system with LangGraph, multi-step patient flows, and appointment rescheduling
- 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>
This commit is contained in:
Gitead
435
apps/Backend/src/ai/new-patient-graph.ts
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435
apps/Backend/src/ai/new-patient-graph.ts
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import { StateGraph, END, START, Annotation } from "@langchain/langgraph";
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import { ChatGoogleGenerativeAI } from "@langchain/google-genai";
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import type { ConversationStage } from "./aiHandoffStore";
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// ── Graph state ───────────────────────────────────────────────────────────────
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const GraphState = Annotation.Root({
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message: Annotation<string>(),
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stage: Annotation<string>(),
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intent: Annotation<string>(),
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reply: Annotation<string>(),
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language: Annotation<string>(),
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nextStage: Annotation<string>(),
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});
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type GraphStateType = typeof GraphState.State;
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// ── Transfer-to-staff fallback (multilingual) ─────────────────────────────────
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const TRANSFER: Record<string, string> = {
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English: "Thank you for reaching out! Our office staff will assist you shortly.",
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Spanish: "¡Gracias por comunicarse! Un miembro del personal de la oficina le atenderá en breve.",
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Portuguese: "Obrigado pelo contato! Nossa equipe entrará em contato em breve.",
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Mandarin: "感谢您的联系！我们的工作人员将很快为您提供帮助。",
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Cantonese: "感謝您的聯繫！我們的工作人員將很快為您提供幫助。",
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Arabic: "شكراً لتواصلك! سيتواصل معك أحد موظفي المكتب قريباً.",
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"Haitian Creole": "Mèsi dèske ou kontakte nou! Yon manm ekip biwo a pral ede ou byento.",
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};
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function transferMsg(lang: string): string {
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return TRANSFER[lang] ?? TRANSFER["English"]!;
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}
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// ── Intent classifiers ────────────────────────────────────────────────────────
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function wantsAppointment(text: string): boolean {
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return /appointment|schedule|cleaning|checkup|teeth|tooth|cavity|pain|dental|filling|crown|whitening|x-ray|exam|hygienist|dentist/i.test(text);
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}
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function isNewPatient(text: string): boolean {
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return /new patient|first time|first visit|never been|brand new|haven't been|i am new/i.test(text);
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}
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function isExistingPatient(text: string): boolean {
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return /existing|been there|have been|already|before|i have been|returning|came before|i was there/i.test(text);
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}
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function hasMassHealth(text: string): boolean {
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return /masshealth|mass health|medicaid|masscare/i.test(text);
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}
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function hasOtherInsurance(text: string): boolean {
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return /blue cross|delta dental|cigna|aetna|united|metlife|guardian|humana|tufts|harvard pilgrim|bmchp|yes|i have|my insurance|i do/i.test(text);
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}
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function hasNoInsurance(text: string): boolean {
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return /no insurance|uninsured|self.pay|self pay|i don't|don't have|no i don't|i have no/i.test(text);
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}
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function sameInsurance(text: string): boolean {
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return /yes|same|still have|haven't changed|no change/i.test(text);
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}
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function changedInsurance(text: string): boolean {
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return /no|changed|different|new insurance|switched|lost|expired/i.test(text);
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}
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// ── LLM reply helper ──────────────────────────────────────────────────────────
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async function llmReply(
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system: string,
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userMsg: string,
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fallback: string,
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apiKey: string
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): Promise<string> {
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try {
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const llm = new ChatGoogleGenerativeAI({ model: "gemini-1.5-flash", apiKey });
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const res = await llm.invoke([
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{ role: "system", content: system },
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{ role: "user", content: userMsg },
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]);
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return String(res.content).trim() || fallback;
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} catch {
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return fallback;
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}
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}
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// ── Graph nodes ───────────────────────────────────────────────────────────────
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// Classify intent based on current stage
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function classifyNode(state: GraphStateType) {
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const text = state.message.toLowerCase();
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const stage = state.stage as ConversationStage;
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let intent = "other";
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if (stage === "new_patient_greeted") {
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intent = wantsAppointment(text) ? "wants_appointment" : "other";
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} else if (stage === "asked_new_or_existing") {
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if (isNewPatient(text)) intent = "new_patient";
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else if (isExistingPatient(text)) intent = "existing_patient";
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} else if (stage === "asked_new_patient_insurance") {
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if (hasMassHealth(text)) intent = "masshealth";
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else if (hasNoInsurance(text)) intent = "no_insurance";
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else if (hasOtherInsurance(text)) intent = "other_insurance";
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} else if (stage === "asked_existing_insurance") {
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if (sameInsurance(text)) intent = "same_insurance";
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else if (changedInsurance(text)) intent = "changed_insurance";
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} else if (stage === "asked_appointment_time") {
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intent = "appointment_time";
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} else if (stage === "asked_appointment_preference") {
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intent = "appointment_preference_reply";
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} else if (stage === "asked_self_pay") {
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intent = "self_pay_reply";
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}
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return { intent };
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}
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function routeNode(state: GraphStateType): string {
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const stage = state.stage as ConversationStage;
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const intent = state.intent;
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if (stage === "new_patient_greeted") return intent === "wants_appointment" ? "ask_new_or_existing" : "transfer";
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if (stage === "asked_new_or_existing") return intent === "new_patient" ? "ask_new_patient_insurance" : intent === "existing_patient" ? "ask_existing_insurance" : "transfer";
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if (stage === "asked_new_patient_insurance") return intent === "masshealth" ? "ask_masshealth_info" : intent === "no_insurance" ? "ask_appointment_time" : "transfer";
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if (stage === "asked_existing_insurance") return intent === "same_insurance" ? "ask_appointment_time" : "transfer";
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if (stage === "asked_appointment_time") return "acknowledge_appointment_time";
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if (stage === "asked_appointment_preference") return "handle_appointment_preference";
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if (stage === "asked_self_pay") return "handle_self_pay";
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return "transfer";
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}
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// ── Response nodes ────────────────────────────────────────────────────────────
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async function askNewOrExistingNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "Are you a new patient or an existing patient?",
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Spanish: "¿Es usted un paciente nuevo o ya ha visitado nuestra clínica antes?",
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Portuguese: "Você é um paciente novo ou já veio ao nosso consultório antes?",
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Mandarin: "您是新患者还是现有患者？",
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Cantonese: "您係新病人定係舊病人？",
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Arabic: "هل أنت مريض جديد أم مريض حالي؟",
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"Haitian Creole": "Èske ou se yon nouvo pasyan oswa yon pasyan egzistan?",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. Ask the patient in ${lang} whether they are a new patient or an existing patient. One sentence, no formatting.`,
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`Patient wants an appointment. Ask if new or existing.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "asked_new_or_existing" };
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}
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async function askNewPatientInsuranceNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "Do you have any dental insurance?",
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Spanish: "¿Tiene seguro dental?",
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Portuguese: "Você tem plano odontológico?",
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Mandarin: "您有牙科保险吗？",
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Cantonese: "您有牙科保險嗎？",
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Arabic: "هل لديك تأمين أسنان؟",
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"Haitian Creole": "Èske ou gen asirans dantè?",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. Ask the new patient in ${lang} if they have dental insurance. One sentence, no formatting.`,
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`New patient confirmed. Ask about insurance.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "asked_new_patient_insurance" };
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}
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async function askExistingInsuranceNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "Do you still have the same insurance?",
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Spanish: "¿Sigue teniendo el mismo seguro?",
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Portuguese: "Você ainda tem o mesmo plano?",
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Mandarin: "您还有相同的保险吗？",
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Cantonese: "您仍然有相同的保險嗎？",
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Arabic: "هل لا تزال تمتلك نفس التأمين؟",
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"Haitian Creole": "Èske ou toujou gen menm asirans lan?",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. Ask the existing patient in ${lang} if they still have the same dental insurance on file. One sentence, no formatting.`,
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`Existing patient confirmed. Ask about insurance.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "asked_existing_insurance" };
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}
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async function askMassHealthInfoNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "I can check your MassHealth coverage! Please text me your Member ID and date of birth.",
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Spanish: "¡Puedo verificar su cobertura de MassHealth! Por favor envíeme su número de miembro y fecha de nacimiento.",
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Portuguese: "Posso verificar sua cobertura MassHealth! Por favor envie seu número de membro e data de nascimento.",
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Mandarin: "我可以查看您的MassHealth保险！请发送您的会员ID和出生日期。",
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Cantonese: "我可以查核您的MassHealth保險！請傳送您的會員ID和出生日期。",
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Arabic: "يمكنني التحقق من تغطية MassHealth الخاصة بك! من فضلك أرسل لي رقم العضوية وتاريخ الميلاد.",
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"Haitian Creole": "Mwen ka verifye asirans MassHealth ou! Tanpri voye ID manm ou ak dat nesans ou.",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. The patient has MassHealth. Tell them in ${lang} that you can check their coverage and ask them to send their Member ID and date of birth. 1-2 sentences, no formatting.`,
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`Patient has MassHealth. Ask for member ID and DOB.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "awaiting_masshealth_info" };
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}
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async function askAppointmentTimeNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "When would you like to make an appointment?",
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Spanish: "¿Cuándo le gustaría hacer una cita?",
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Portuguese: "Quando você gostaria de agendar uma consulta?",
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Mandarin: "您想什么时候预约？",
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Cantonese: "您想幾時預約？",
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Arabic: "متى تريد تحديد موعد؟",
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"Haitian Creole": "Ki lè ou ta renmen fè yon randevou?",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. Ask the patient in ${lang} when they would like to schedule their appointment. One sentence, no formatting.`,
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`Ask when to schedule.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "asked_appointment_time" };
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}
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async function acknowledgeAppointmentTimeNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "Thank you! Our office staff will confirm your appointment details shortly.",
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Spanish: "¡Gracias! El personal de la oficina confirmará los detalles de su cita en breve.",
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Portuguese: "Obrigado! Nossa equipe confirmará os detalhes da sua consulta em breve.",
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Mandarin: "谢谢！我们的工作人员将很快确认您的预约详情。",
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Cantonese: "多謝！我們的工作人員將很快確認您的預約詳情。",
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Arabic: "شكراً! سيؤكد فريق مكتبنا تفاصيل موعدك قريباً.",
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"Haitian Creole": "Mèsi! Ekip biwo nou an pral konfime detay randevou ou a byento.",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. The patient stated their preferred appointment time. Acknowledge in ${lang} and tell them the office staff will confirm shortly. 1-2 sentences, no formatting.`,
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`Patient said: "${state.message}". Acknowledge.`,
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fallback, apiKey
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)
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: fallback;
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return { reply, nextStage: "done" };
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}
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// ── Post-Selenium: appointment preference (MassHealth ACTIVE) ─────────────────
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async function handleAppointmentPreferenceNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
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const fallbacks: Record<string, string> = {
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English: "When would you like to come in? Are you looking for a routine check-up and teeth cleaning, or do you have a tooth problem or pain?",
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Spanish: "¿Cuándo le gustaría venir? ¿Busca una revisión rutinaria y limpieza dental, o tiene algún problema dental o dolor?",
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Portuguese: "Quando gostaria de vir? Você busca uma consulta de rotina e limpeza, ou tem algum problema dentário ou dor?",
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Mandarin: "您想什么时候来？您是想做常规检查和洗牙，还是您有牙齿问题或疼痛？",
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Cantonese: "您想幾時來？您是想做例行檢查和洗牙，還是您有牙齒問題或疼痛？",
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Arabic: "متى تودّ الحضور؟ هل تبحث عن فحص روتيني وتنظيف أسنان، أم أن لديك مشكلة في الأسنان أو ألماً؟",
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"Haitian Creole": "Ki lè ou ta renmen vini? Èske ou ap chèche yon egzamen woutin ak netwayaj dan, oswa èske ou gen yon pwoblèm dan oswa doulè?",
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};
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const fallback = fallbacks[lang] ?? fallbacks["English"]!;
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const reply = apiKey
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? await llmReply(
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`You are a friendly dental office AI assistant. The patient's MassHealth is active. In ${lang}, ask when they would like to come in and whether they want a routine check-up and teeth cleaning, or if they have a dental problem or pain. 1-2 sentences, no formatting.`,
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`MassHealth is active. Ask appointment preference.`,
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fallback, apiKey
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)
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: fallback;
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||||
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return { reply, nextStage: "asked_appointment_time" };
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}
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// ── Post-Selenium: self-pay offer (MassHealth INACTIVE) ───────────────────────
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async function handleSelfPayNode(state: GraphStateType, config: any) {
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const lang = state.language || "English";
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const apiKey: string | undefined = config?.configurable?.apiKey;
|
||||
const text = state.message.toLowerCase();
|
||||
|
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// Classify yes/no for self-pay
|
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const acceptsSelfPay = /yes|sure|ok|okay|yep|yeah|sí|si|claro|sim|confirmado|好的|نعم|wi|oke/i.test(text);
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const declinesSelfPay = /no|nope|can't|won't|not interested|no puedo|não|لا|pa ka/i.test(text);
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if (declinesSelfPay) {
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const declineFallbacks: Record<string, string> = {
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English: "No problem! If you ever change your mind or have any questions, feel free to reach out. Our staff is happy to help.",
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Spanish: "¡Sin problema! Si cambia de opinión o tiene alguna pregunta, no dude en contactarnos.",
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Portuguese: "Sem problema! Se mudar de ideia ou tiver dúvidas, entre em contato. Nossa equipe está feliz em ajudar.",
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Mandarin: "没关系！如果您改变主意或有任何问题，随时联系我们，我们的工作人员很乐意帮助您。",
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||||
Cantonese: "沒問題！如果您改變主意或有任何問題，隨時聯繫我們。",
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||||
Arabic: "لا بأس! إذا غيّرت رأيك أو كان لديك أي سؤال، لا تتردد في التواصل معنا.",
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||||
"Haitian Creole": "Pa gen pwoblèm! Si ou chanje lide ou oswa gen kesyon, pa ezite kontakte nou.",
|
||||
};
|
||||
const fallback = declineFallbacks[lang] ?? declineFallbacks["English"]!;
|
||||
const reply = apiKey
|
||||
? await llmReply(
|
||||
`You are a friendly dental office AI assistant. The patient declined a self-pay appointment. In ${lang}, politely close the conversation and invite them to reach out anytime. 1-2 sentences, no formatting.`,
|
||||
`Patient declined self-pay.`,
|
||||
fallback, apiKey
|
||||
)
|
||||
: fallback;
|
||||
return { reply, nextStage: "done" };
|
||||
}
|
||||
|
||||
if (acceptsSelfPay) {
|
||||
const acceptFallbacks: Record<string, string> = {
|
||||
English: "When would you like to come in for your examination?",
|
||||
Spanish: "¿Cuándo le gustaría venir para su examen?",
|
||||
Portuguese: "Quando você gostaria de vir para seu exame?",
|
||||
Mandarin: "您想什么时候来进行检查？",
|
||||
Cantonese: "您想幾時來進行檢查？",
|
||||
Arabic: "متى تودّ الحضور للفحص؟",
|
||||
"Haitian Creole": "Ki lè ou ta renmen vini pou egzamen ou?",
|
||||
};
|
||||
const fallback = acceptFallbacks[lang] ?? acceptFallbacks["English"]!;
|
||||
const reply = apiKey
|
||||
? await llmReply(
|
||||
`You are a friendly dental office AI assistant. The patient agreed to a self-pay examination. In ${lang}, ask when they would like to come in. One sentence, no formatting.`,
|
||||
`Patient agreed to self-pay. Ask when to come in.`,
|
||||
fallback, apiKey
|
||||
)
|
||||
: fallback;
|
||||
return { reply, nextStage: "asked_appointment_time" };
|
||||
}
|
||||
|
||||
// Ambiguous — transfer to staff
|
||||
return { reply: transferMsg(lang), nextStage: "done" };
|
||||
}
|
||||
|
||||
function transferNode(state: GraphStateType) {
|
||||
const lang = state.language || "English";
|
||||
return { reply: transferMsg(lang), nextStage: "done" };
|
||||
}
|
||||
|
||||
// ── Graph assembly ────────────────────────────────────────────────────────────
|
||||
|
||||
const graph = new StateGraph(GraphState)
|
||||
.addNode("classify", classifyNode)
|
||||
.addNode("ask_new_or_existing", askNewOrExistingNode)
|
||||
.addNode("ask_new_patient_insurance", askNewPatientInsuranceNode)
|
||||
.addNode("ask_existing_insurance", askExistingInsuranceNode)
|
||||
.addNode("ask_masshealth_info", askMassHealthInfoNode)
|
||||
.addNode("ask_appointment_time", askAppointmentTimeNode)
|
||||
.addNode("acknowledge_appointment_time", acknowledgeAppointmentTimeNode)
|
||||
.addNode("handle_appointment_preference",handleAppointmentPreferenceNode)
|
||||
.addNode("handle_self_pay", handleSelfPayNode)
|
||||
.addNode("transfer", transferNode)
|
||||
.addEdge(START, "classify")
|
||||
.addConditionalEdges("classify", routeNode, {
|
||||
ask_new_or_existing: "ask_new_or_existing",
|
||||
ask_new_patient_insurance: "ask_new_patient_insurance",
|
||||
ask_existing_insurance: "ask_existing_insurance",
|
||||
ask_masshealth_info: "ask_masshealth_info",
|
||||
ask_appointment_time: "ask_appointment_time",
|
||||
acknowledge_appointment_time: "acknowledge_appointment_time",
|
||||
handle_appointment_preference: "handle_appointment_preference",
|
||||
handle_self_pay: "handle_self_pay",
|
||||
transfer: "transfer",
|
||||
})
|
||||
.addEdge("ask_new_or_existing", END)
|
||||
.addEdge("ask_new_patient_insurance", END)
|
||||
.addEdge("ask_existing_insurance", END)
|
||||
.addEdge("ask_masshealth_info", END)
|
||||
.addEdge("ask_appointment_time", END)
|
||||
.addEdge("acknowledge_appointment_time", END)
|
||||
.addEdge("handle_appointment_preference", END)
|
||||
.addEdge("handle_self_pay", END)
|
||||
.addEdge("transfer", END)
|
||||
.compile();
|
||||
|
||||
// ── Public API ────────────────────────────────────────────────────────────────
|
||||
|
||||
export async function runNewPatientStep(
|
||||
message: string,
|
||||
stage: ConversationStage,
|
||||
language: string,
|
||||
apiKey: string
|
||||
): Promise<{ reply: string; nextStage: ConversationStage }> {
|
||||
const result = await graph.invoke(
|
||||
{ message, stage, intent: "", reply: "", language, nextStage: "" },
|
||||
{ configurable: { apiKey } }
|
||||
);
|
||||
return {
|
||||
reply: result.reply || transferMsg(language),
|
||||
nextStage: (result.nextStage as ConversationStage) || "done",
|
||||
};
|
||||
}
|
||||
Reference in New Issue
Block a user