feat: auto-populate patient fields from member ID on eligibility page

When a member ID is typed on the insurance eligibility page, debounced lookup fills in date of birth, first name, and last name if the patient already exists in the database. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 14:30:29 -04:00
parent 9908e5b5fd
commit e9296c68f9
7 changed files with 81 additions and 8 deletions
--- a/apps/Frontend/src/components/patient-connection/message-thread.tsx
+++ b/apps/Frontend/src/components/patient-connection/message-thread.tsx
@@ -11,7 +11,7 @@ import {
 } from "@/components/ui/select";
 import { useToast } from "@/hooks/use-toast";
 import { apiRequest, queryClient } from "@/lib/queryClient";
-import { Send, ArrowLeft, FileText, Globe, Bot, UserPlus } from "lucide-react";
+import { Send, ArrowLeft, FileText, Globe, Bot, UserPlus, CalendarX } from "lucide-react";
 import { Switch } from "@/components/ui/switch";
 import type { Patient, Communication } from "@repo/db/types";
 import { format, isToday, isYesterday, parseISO } from "date-fns";
@@ -266,7 +266,7 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
  );
  const messagesEndRef = useRef<HTMLDivElement>(null);
  const [handOffToAI, setHandOffToAI] = useState(true);
-  const [pendingStartFlow, setPendingStartFlow] = useState<"new_patient" | null>(null);
+  const [pendingStartFlow, setPendingStartFlow] = useState<"new_patient" | "reschedule" | null>(null);

  useQuery<{ enabled: boolean }>({
    queryKey: ["/api/twilio/ai-handoff", patient.id],
@@ -277,7 +277,7 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
    onSuccess: (data: { enabled: boolean }) => setHandOffToAI(data.enabled),
  } as any);

-  const { data: aiChatTemplates } = useQuery<{ newPatientGreeting: string } | null>({
+  const { data: aiChatTemplates } = useQuery<{ newPatientGreeting: string; rescheduleGreeting: string } | null>({
    queryKey: ["/api/ai/chat-templates"],
    queryFn: async () => {
      const res = await apiRequest("GET", "/api/ai/chat-templates");
@@ -434,6 +434,11 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
                    "Hi! My name is Lisa, the dedicated AI assistant at our dental office. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?";
                  setMessageText(greeting);
                  setPendingStartFlow("new_patient");
+                } else if (key === "__reschedule__") {
+                  const greeting = aiChatTemplates?.rescheduleGreeting ||
+                    "Hi! My name is Lisa, the dedicated AI assistant at our dental office. I can help you find a new appointment time that works for you. Would you like to reschedule your appointment?";
+                  setMessageText(greeting);
+                  setPendingStartFlow("reschedule");
                } else {
                  const tpl = templates.find((t) => t.key === key);
                  if (tpl) { setMessageText(tpl.body); setPendingStartFlow(null); }
@@ -451,6 +456,13 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
                    Schedule a New Patient
                  </span>
                </SelectItem>
+                {/* Reschedule patients — uses AI Reschedule Greeting */}
+                <SelectItem value="__reschedule__" className="text-xs font-medium text-primary">
+                  <span className="flex items-center gap-1.5">
+                    <CalendarX className="h-3 w-3" />
+                    Reschedule Patients
+                  </span>
+                </SelectItem>
                <div className="my-1 border-t" />
                {templates.map((t) => (
                  <SelectItem key={t.key} value={t.key} className="text-xs">
@@ -469,6 +481,14 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
            </div>
          )}

+          {/* Reschedule flow indicator */}
+          {pendingStartFlow === "reschedule" && (
+            <div className="flex items-center gap-1 text-xs text-primary bg-primary/5 border border-primary/20 rounded px-2 py-0.5">
+              <CalendarX className="h-3 w-3" />
+              Reschedule flow
+            </div>
+          )}
+
          {/* AI handoff toggle */}
          <div className="flex items-center gap-1.5 ml-auto">
            <Bot className={`h-3.5 w-3.5 flex-shrink-0 ${handOffToAI ? "text-primary" : "text-muted-foreground"}`} />
--- a/apps/Frontend/src/components/settings/ai-chat-templates-card.tsx
+++ b/apps/Frontend/src/components/settings/ai-chat-templates-card.tsx
@@ -5,12 +5,13 @@ import { Button } from "@/components/ui/button";
 import { Textarea } from "@/components/ui/textarea";
 import { useToast } from "@/hooks/use-toast";
 import { apiRequest, queryClient } from "@/lib/queryClient";
-import { Bot, CalendarCheck, UserPlus, MessageCircle, Info } from "lucide-react";
+import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, CalendarX } from "lucide-react";

 type AiChatTemplates = {
  reminderGreeting: string;
  newPatientGreeting: string;
  generalFallback: string;
+  rescheduleGreeting: string;
 };

 type OfficeContact = {
@@ -24,6 +25,8 @@ const DEFAULTS = {
    "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
  generalFallback:
    "How can I help you today?",
+  rescheduleGreeting:
+    "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you find a new appointment time that works for you. Would you like to reschedule your appointment?",
 };

 function preview(text: string, officeName: string) {
@@ -36,6 +39,7 @@ export function AiChatTemplatesCard() {
  const [reminderGreeting,   setReminderGreeting]   = useState(DEFAULTS.reminderGreeting);
  const [newPatientGreeting, setNewPatientGreeting] = useState(DEFAULTS.newPatientGreeting);
  const [generalFallback,    setGeneralFallback]    = useState(DEFAULTS.generalFallback);
+  const [rescheduleGreeting, setRescheduleGreeting] = useState(DEFAULTS.rescheduleGreeting);
  const initialized = useRef(false);

  const { data: officeContact } = useQuery<OfficeContact | null>({
@@ -66,6 +70,7 @@ export function AiChatTemplatesCard() {
      setReminderGreeting(templates.reminderGreeting     || DEFAULTS.reminderGreeting);
      setNewPatientGreeting(templates.newPatientGreeting || DEFAULTS.newPatientGreeting);
      setGeneralFallback(templates.generalFallback       || DEFAULTS.generalFallback);
+      setRescheduleGreeting(templates.rescheduleGreeting || DEFAULTS.rescheduleGreeting);
    }
  }, [templates]);

@@ -93,6 +98,7 @@ export function AiChatTemplatesCard() {
      reminderGreeting:   reminderGreeting.trim()   || DEFAULTS.reminderGreeting,
      newPatientGreeting: newPatientGreeting.trim()  || DEFAULTS.newPatientGreeting,
      generalFallback:    generalFallback.trim()     || DEFAULTS.generalFallback,
+      rescheduleGreeting: rescheduleGreeting.trim()  || DEFAULTS.rescheduleGreeting,
    });
  };

@@ -126,6 +132,15 @@ export function AiChatTemplatesCard() {
      onChange: setGeneralFallback,
      placeholder: DEFAULTS.generalFallback,
    },
+    {
+      key: "reschedule" as const,
+      icon: <CalendarX className="h-4 w-4 text-primary" />,
+      label: "Reschedule Patients",
+      description: "Sent when the office initiates a reschedule flow for a patient.",
+      value: rescheduleGreeting,
+      onChange: setRescheduleGreeting,
+      placeholder: DEFAULTS.rescheduleGreeting,
+    },
  ];

  return (
@@ -196,6 +211,7 @@ export function AiChatTemplatesCard() {
                  setReminderGreeting(DEFAULTS.reminderGreeting);
                  setNewPatientGreeting(DEFAULTS.newPatientGreeting);
                  setGeneralFallback(DEFAULTS.generalFallback);
+                  setRescheduleGreeting(DEFAULTS.rescheduleGreeting);
                }}
              >
                Reset to defaults
--- a/apps/Frontend/src/pages/insurance-status-page.tsx
+++ b/apps/Frontend/src/pages/insurance-status-page.tsx
@@ -110,6 +110,33 @@ export default function InsuranceStatusPage() {
    }
  }, [selectedPatient]);

+  // Auto-lookup patient by member ID when typed manually
+  useEffect(() => {
+    if (selectedPatient && memberId === (selectedPatient.insuranceId ?? "")) return;
+    if (!memberId) return;
+
+    const timer = setTimeout(async () => {
+      try {
+        const res = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(memberId)}`);
+        if (!res.ok) return;
+        const patient: Patient | null = await res.json();
+        if (patient) {
+          setFirstName(patient.firstName ?? "");
+          setLastName(patient.lastName ?? "");
+          const dob =
+            typeof patient.dateOfBirth === "string"
+              ? parseLocalDate(patient.dateOfBirth)
+              : patient.dateOfBirth ?? null;
+          setDateOfBirth(dob);
+        }
+      } catch {
+        // silently ignore lookup errors
+      }
+    }, 500);
+
+    return () => clearTimeout(timer);
+  }, [memberId, selectedPatient]);
+
  // Add patient mutation
  const addPatientMutation = useMutation({
    mutationFn: async (patient: InsertPatient) => {