feat: AI chat scheduling, claim automation, and session improvements

- Internal AI chat: schedule_appointment intent books earliest available slot in Column A using office hours; claim_only intent looks up latest past appointment for service date, asks user when two appointments are within 7 days, auto-triggers correct Selenium worker with mapped prices - Gemini model updated to gemini-flash-latest; conversation history (15 messages) passed for pronoun/reference resolution; history trimmed to start with user turn so Gemini doesn't reject the context - Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey matching; "tufs" now resolves to TUFTS_SCO - DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate; autoCheck now fires for all insurance types, not just MH/CMSP - Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts) accept formToUse and receive fee-schedule-priced form; prefillDone set after chatbot code prefill so autoSubmit gate opens correctly - Chatbot: chat history persisted in sessionStorage, cleared on logout and auto-logout; Clear button writes fresh state synchronously; message history window increased to 15 - DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before sign-in to persist OTP trust cookie across sessions Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 16:19:56 -04:00
parent ba2882957a
commit 1bbca38344
11 changed files with 693 additions and 94 deletions
--- a/apps/Backend/src/ai/internal-chat-graph.ts
+++ b/apps/Backend/src/ai/internal-chat-graph.ts
@@ -7,6 +7,8 @@ export type InternalChatIntent =
  | "eligibility_by_id"     // by explicit memberId + dob (no name)
  | "check_and_claim"       // eligibility + claim procedures
  | "find_patient"          // look up patient record only
+  | "schedule_appointment"  // add patient to today's (or specified) schedule
+  | "claim_only"            // submit claim for procedures (no eligibility check)
  | "navigate_claims"
  | "navigate_schedule"
  | "general";
@@ -14,13 +16,16 @@ export type InternalChatIntent =
 export interface ChatClassification {
  intent: InternalChatIntent;
  // --- patient resolution (one of name OR id+dob) ---
-  patientName?: string;       // for check_eligibility / find_patient
+  patientName?: string;       // for check_eligibility / find_patient / schedule_appointment
  memberId?: string;          // for eligibility_by_id / check_and_claim
  dob?: string;               // for eligibility_by_id / check_and_claim (MM/DD/YYYY)
  // --- insurance hint (only if explicitly stated in the message) ---
  insuranceHint?: string;     // raw text, e.g. "masshealth", "BCBS", "CCA"
  // --- procedures (raw text, NOT CDT codes — CDT lookup is done in workflow) ---
  procedureNames?: string[];  // for check_and_claim, e.g. ["perio exam", "adult cleaning"]
+  // --- scheduling ---
+  appointmentDate?: string;   // for schedule_appointment, YYYY-MM-DD (omit = today)
+  appointmentTime?: string;   // for schedule_appointment, HH:MM 24h (omit = 09:00)
  fallbackReply: string;
 }

@@ -38,43 +43,61 @@ Respond ONLY with valid JSON (no markdown fences):
  "dob": "<date of birth in MM/DD/YYYY if given>",
  "insuranceHint": "<insurance name only if explicitly stated in the message, e.g. 'masshealth', 'BCBS MA', 'CCA'>",
  "procedureNames": ["<raw procedure name>", ...],
+  "appointmentDate": "<YYYY-MM-DD if a specific date is mentioned, omit for today>",
+  "appointmentTime": "<HH:MM 24h if a specific time is mentioned, omit if not stated>",
  "fallbackReply": "<1-2 sentence reply to show the user>"
 }

 Omit any field that is not present in the message.

 Intents:
- check_eligibility  : user wants to check insurance for a patient identified by NAME only
-                       e.g. "check Maria Jesus", "verify insurance for John Smith"
- eligibility_by_id  : user provides a member ID and date of birth (no patient name)
-                       e.g. "check masshealth for 100xxxx, 10/10/1988"
- check_and_claim    : user wants to check eligibility AND submit procedures as claims
-                       e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
-                       e.g. "check Maria Jesus and claim D0120 D1110"
- find_patient       : look up a patient record only, no eligibility
-                       e.g. "find patient John", "look up Smith"
- navigate_claims    : open the claims page
- navigate_schedule  : open the appointments/schedule page
- general            : anything else
+- check_eligibility     : user wants to check insurance for a patient identified by NAME only
+                          e.g. "check Maria Jesus", "verify insurance for John Smith"
+- eligibility_by_id     : user provides a member ID and date of birth (no patient name)
+                          e.g. "check masshealth for 100xxxx, 10/10/1988"
+- check_and_claim       : user wants to check eligibility AND submit procedures as claims
+                          e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
+                          e.g. "check Maria Jesus and claim D0120 D1110"
+- find_patient          : look up a patient record only, no eligibility
+                          e.g. "find patient John", "look up Smith"
+- schedule_appointment  : add a patient to the schedule (today or a specified date/time)
+                          e.g. "put John Smith in today's schedule"
+                          e.g. "schedule Maria at 2pm tomorrow"
+                          e.g. "add Jane Doe at 10:30"
+- claim_only            : submit a claim for procedures WITHOUT an eligibility check
+                          e.g. "claim comprehensive exam and Pano for her"
+                          e.g. "claim D0120 and D1110 for John Smith"
+                          e.g. "bill adult cleaning for Maria"
+                          Use this when no eligibility check is requested — just billing/claiming services
+- navigate_claims       : open the claims page
+- navigate_schedule     : open the appointments/schedule page
+- general               : anything else

 Rules:
- For check_and_claim, procedureNames should be the RAW user text
+- For check_and_claim and claim_only, procedureNames should be the RAW user text
  (e.g. "perio exam", "adult cleaning", "D0120") — do NOT translate to codes
 - insuranceHint is only set when the user explicitly names an insurance in the message
 - Keep fallbackReply to 1-2 sentences
- For navigate intents, fallbackReply = "Opening the [page] page..."`;
+- For navigate intents, fallbackReply = "Opening the [page] page..."
+- For schedule_appointment, appointmentDate omitted means today; appointmentTime omitted means no preference
+- IMPORTANT: Use the conversation history to resolve pronouns and references.
+  If the user says "her", "him", "them", "the patient", or "same patient", look back through
+  the conversation history to find the patient name that was mentioned most recently.
+  Always populate patientName (or memberId) from history when a pronoun is used.
+  Never return an empty patientName just because the current message uses a pronoun.`;

 // ─── Classifier ───────────────────────────────────────────────────────────────

 export async function classifyInternalChat(
  message: string,
  apiKey: string,
-  extraSystemPrompt?: string
+  extraSystemPrompt?: string,
+  history: { role: "user" | "assistant"; text: string }[] = []
 ): Promise<ChatClassification> {
  const fallback: ChatClassification = {
    intent: "general",
    fallbackReply:
-      "I can search for a patient, check eligibility, run check & claim, or navigate to claims or appointments.",
+      "I can search for a patient, check eligibility, run check & claim, schedule appointments, or navigate to claims or appointments.",
  };

  if (!apiKey) return fallback;
@@ -84,9 +107,24 @@ export async function classifyInternalChat(
    : BASE_SYSTEM_PROMPT;

  try {
-    const llm = new ChatGoogleGenerativeAI({ model: "gemini-1.5-flash", apiKey });
+    const llm = new ChatGoogleGenerativeAI({ model: "gemini-flash-latest", apiKey });
+
+    // Gemini requires conversation to start with a user turn — drop any leading assistant messages
+    const trimmedHistory = history.slice(
+      history.findIndex((h) => h.role === "user")
+    ).filter((_, i, arr) => {
+      // Also drop consecutive same-role messages (keep last of each run)
+      if (i === arr.length - 1) return true;
+      return arr[i]!.role !== arr[i + 1]!.role;
+    });
+
+    const historyMessages = trimmedHistory.map((h) => ({
+      role: h.role,
+      content: h.text,
+    }));
    const response = await llm.invoke([
      { role: "system", content: systemPrompt },
+      ...historyMessages,
      { role: "user", content: message },
    ]);

--- a/apps/Backend/src/ai/internal-chat-workflow.ts
+++ b/apps/Backend/src/ai/internal-chat-workflow.ts
@@ -9,6 +9,7 @@
 */
 import { ChatClassification } from "./internal-chat-graph";
 import { lookupCdtCodes } from "./cdt-lookup";
+import insuranceAliases from "../data/insuranceAliases.json";

 // ─── Types ────────────────────────────────────────────────────────────────────

@@ -35,7 +36,10 @@ export interface ChatResponse {
    | "check_eligibility_prefill"
    | "eligibility_id_ready"
    | "check_and_claim_ready"
-    | "need_insurance_clarification";
+    | "need_insurance_clarification"
+    | "appointment_created"
+    | "claim_only_ready"
+    | "need_appointment_selection";
  actionData?: Record<string, any>;
 }

@@ -43,13 +47,10 @@ export interface ChatResponse {

 export function deriveSiteKey(provider: string): string {
  const p = (provider ?? "").toLowerCase().trim();
-  if (!p || p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
-  if (p.includes("commonwealth care alliance") || p === "cca")             return "CCA";
-  if (p.includes("ddma") || p.includes("delta dental ma"))                 return "DDMA";
-  if (p.includes("delta dental ins") || p.includes("delta ins"))           return "DELTA_INS";
-  if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TUFTS_SCO";
-  if ((p.includes("united") && p.includes("sco")) || p.includes("dentalhub") || p === "united_sco") return "UNITED_SCO";
-  if (p.includes("bcbs") || p.includes("blue cross"))                      return "BCBS_MA";
+  if (!p) return "MH";
+  for (const { keyword, siteKey } of insuranceAliases) {
+    if (p.includes(keyword.toLowerCase())) return siteKey;
+  }
  return "MH";
 }

@@ -74,6 +75,10 @@ interface StorageLike {
    offset: number;
  }): Promise<any[] | null>;
  getPatientByInsuranceId(id: string): Promise<any | null>;
+  createAppointment(appointment: any): Promise<any>;
+  getAppointmentsByDateForUser(dateStr: string, userId: number): Promise<any[]>;
+  getOfficeHours(userId: number): Promise<any | null>;
+  getAppointmentsByPatientId(patientId: number): Promise<any[]>;
 }

 // ─── Shared helpers ───────────────────────────────────────────────────────────
@@ -210,6 +215,18 @@ export async function runInternalChatWorkflow(
    return await handleCheckAndClaim(classification, storage, customAliases);
  }

+  // ── Claim only (no eligibility check) ─────────────────────────────────────
+
+  if (intent === "claim_only") {
+    return await handleClaimOnly(classification, storage, customAliases);
+  }
+
+  // ── Schedule appointment ───────────────────────────────────────────────────
+
+  if (intent === "schedule_appointment") {
+    return await handleScheduleAppointment(classification, _userId, storage);
+  }
+
  // ── General ────────────────────────────────────────────────────────────────
  return { reply: classification.fallbackReply };
 }
@@ -223,9 +240,9 @@ async function handleEligibilityById(
  const memberId = c.memberId?.trim();
  const dob = c.dob?.trim();

-  if (!memberId || !dob) {
+  if (!memberId) {
    return {
-      reply: "Please provide both a Member ID and Date of Birth (MM/DD/YYYY).",
+      reply: "Please provide a Member ID to run the eligibility check.",
    };
  }

@@ -235,6 +252,14 @@ async function handleEligibilityById(
    ? patientToResult(existingPatient)
    : null;

+  // Use stored DOB if not provided in the message
+  const resolvedDob = dob ?? patient?.dateOfBirth ?? null;
+  if (!resolvedDob) {
+    return {
+      reply: "Please provide a Date of Birth (MM/DD/YYYY) to run the eligibility check.",
+    };
+  }
+
  // Determine siteKey
  const siteKey = resolveSiteKey(
    patient?.insuranceProvider ?? null,
@@ -250,7 +275,7 @@ async function handleEligibilityById(
      action: "need_insurance_clarification",
      actionData: {
        memberId,
-        dob,
+        dob: resolvedDob,
        patient,
        options: ["MassHealth", "BCBS MA", "CCA", "Tufts SCO", "Delta Dental MA", "United/DentalHub"],
      },
@@ -267,7 +292,7 @@ async function handleEligibilityById(
    actionData: {
      patient,
      memberId,
-      dob,
+      dob: resolvedDob,
      siteKey,
      autoCheck: siteKeyToAutoCheck(siteKey),
    },
@@ -302,9 +327,12 @@ async function handleCheckAndClaim(
      reply: "Please include either a Member ID or a patient name so I can look up their record.",
    };
  }
-  if (!dob) {
+
+  // Use stored DOB if not provided in the message
+  const resolvedDob = dob ?? patient?.dateOfBirth ?? null;
+  if (!resolvedDob) {
    return {
-      reply: `I have the Member ID (${memberId}) but need a Date of Birth (MM/DD/YYYY) to run the eligibility check.`,
+      reply: `I have the Member ID (${memberId}) but couldn't find a Date of Birth on file. Please provide it (MM/DD/YYYY).`,
    };
  }

@@ -358,7 +386,7 @@ async function handleCheckAndClaim(
    actionData: {
      patient,
      memberId,
-      dob,
+      dob: resolvedDob,
      siteKey,
      autoCheck: siteKeyToAutoCheck(siteKey),
      cdtResults,
@@ -367,6 +395,269 @@ async function handleCheckAndClaim(
  };
 }

+// ─── claim_only ───────────────────────────────────────────────────────────────
+
+async function handleClaimOnly(
+  c: ChatClassification,
+  storage: StorageLike,
+  customAliases: { phrase: string; cdtCode: string }[]
+): Promise<ChatResponse> {
+  // Resolve patient
+  let patient: ResolvedPatient | null = null;
+
+  if (c.memberId?.trim()) {
+    const existing = await storage.getPatientByInsuranceId(c.memberId.trim());
+    if (existing) patient = patientToResult(existing);
+  } else if (c.patientName?.trim()) {
+    const raw = await findPatientByName(c.patientName.trim(), storage);
+    if (raw) patient = patientToResult(raw);
+  }
+
+  if (!patient) {
+    return {
+      reply: "Please include a patient name or Member ID so I can look them up.",
+    };
+  }
+
+  const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
+
+  // Map procedure names → CDT codes
+  const procedureNames = c.procedureNames ?? [];
+  if (procedureNames.length === 0) {
+    return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
+  }
+
+  const cdtResults = lookupCdtCodes(procedureNames, customAliases);
+  const matched = cdtResults.filter((r) => r.code !== null);
+  const unmatched = cdtResults.filter((r) => r.code === null);
+
+  // Resolve service date: use explicit date from message, then latest appointment, then ask
+  let serviceDate: string | null = c.appointmentDate ?? null;
+  let appointmentId: number | null = null;
+
+  if (!serviceDate) {
+    const appts = await storage.getAppointmentsByPatientId(patient.id);
+    const sorted = appts.sort((a: any, b: any) =>
+      new Date(b.date).getTime() - new Date(a.date).getTime()
+    );
+
+    if (sorted.length >= 2) {
+      const d1 = new Date(sorted[0].date).getTime();
+      const d2 = new Date(sorted[1].date).getTime();
+      const diffDays = Math.abs(d1 - d2) / (1000 * 60 * 60 * 24);
+
+      if (diffDays < 7) {
+        // Use UTC methods to avoid local-timezone day-shift on midnight UTC dates
+        const fmtUTC = (a: any) => {
+          const d = new Date(a.date);
+          return `${String(d.getUTCMonth() + 1).padStart(2, "0")}/${String(d.getUTCDate()).padStart(2, "0")}/${d.getUTCFullYear()}`;
+        };
+        const isoUTC = (a: any) => {
+          const d = new Date(a.date);
+          return `${d.getUTCFullYear()}-${String(d.getUTCMonth() + 1).padStart(2, "0")}-${String(d.getUTCDate()).padStart(2, "0")}`;
+        };
+        return {
+          reply: `Found two appointments close together for ${fullName}: ${fmtUTC(sorted[0])} and ${fmtUTC(sorted[1])}. Which date should I use for the claim?`,
+          action: "need_appointment_selection",
+          actionData: {
+            patient,
+            siteKey: resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH",
+            matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description })),
+            options: [
+              { label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: isoUTC(sorted[0]) },
+              { label: fmtUTC(sorted[1]), appointmentId: sorted[1].id, serviceDate: isoUTC(sorted[1]) },
+            ],
+          },
+        };
+      }
+    }
+
+    if (sorted.length > 0) {
+      const rawDate = new Date(sorted[0].date);
+      serviceDate = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
+      appointmentId = sorted[0].id ?? null;
+    }
+  }
+
+  if (!serviceDate) {
+    // No appointment on file — ask for the service date
+    const codesPreview = matched.map((r) => `${r.code}`).join(", ") || "the procedures";
+    return {
+      reply: `Found ${fullName} but no appointments on file. What was the service date for ${codesPreview}? (e.g. "6/2/2026")`,
+    };
+  }
+
+  const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
+
+  const [sy, sm, sd] = serviceDate.split("-");
+  const dateLabel = `${sm}/${sd}/${sy}`;
+
+  let reply = `Opening claim for ${fullName} (service date ${dateLabel}): ${
+    matched.map((r) => `${r.code} (${r.description})`).join(", ") || "no procedures matched"
+  }.`;
+  if (unmatched.length > 0) {
+    reply += ` Could not map: ${unmatched.map((r) => `"${r.input}"`).join(", ")} — verify manually.`;
+  }
+
+  return {
+    reply,
+    action: "claim_only_ready",
+    actionData: {
+      patient,
+      siteKey,
+      serviceDate,
+      appointmentId,
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description })),
+    },
+  };
+}
+
+// ─── schedule_appointment ─────────────────────────────────────────────────────
+
+const DEFAULT_STAFF_ID = 1; // Column A
+const SLOT_DURATION = 30;   // minutes
+
+/** Convert "HH:MM" to total minutes since midnight */
+function toMinutes(t: string): number {
+  const [h, m] = t.split(":").map(Number);
+  return (h ?? 0) * 60 + (m ?? 0);
+}
+
+/** Convert total minutes since midnight to "HH:MM" */
+function fromMinutes(m: number): string {
+  return `${String(Math.floor(m / 60)).padStart(2, "0")}:${String(m % 60).padStart(2, "0")}`;
+}
+
+/**
+ * Build the list of valid start minutes for a day using office hours.
+ * Skips the lunch gap (amEnd → pmStart).
+ */
+function buildSlots(dayHours: { amStart: string; amEnd: string; pmStart: string; pmEnd: string }): number[] {
+  const slots: number[] = [];
+  const ranges = [
+    [toMinutes(dayHours.amStart), toMinutes(dayHours.amEnd)],
+    [toMinutes(dayHours.pmStart), toMinutes(dayHours.pmEnd)],
+  ];
+  for (const [start, end] of ranges) {
+    for (let t = start!; t + SLOT_DURATION <= end!; t += SLOT_DURATION) {
+      slots.push(t);
+    }
+  }
+  return slots;
+}
+
+async function handleScheduleAppointment(
+  c: ChatClassification,
+  userId: number,
+  storage: StorageLike
+): Promise<ChatResponse> {
+  const name = c.patientName?.trim();
+  if (!name) {
+    return { reply: "Please include the patient's name so I can find them." };
+  }
+
+  const raw = await findPatientByName(name, storage);
+  if (!raw) {
+    return {
+      reply: `No patient found matching "${name}". Please check the spelling or add them on the Patients page first.`,
+    };
+  }
+
+  const patient = patientToResult(raw);
+  const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
+
+  // Resolve date
+  const today = new Date();
+  const localDate = c.appointmentDate
+    ? new Date(c.appointmentDate + "T00:00:00")
+    : new Date(today.getFullYear(), today.getMonth(), today.getDate());
+  const dateStr = `${localDate.getFullYear()}-${String(localDate.getMonth() + 1).padStart(2, "0")}-${String(localDate.getDate()).padStart(2, "0")}`;
+  const dateLabel = localDate.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
+
+  // If time was explicitly provided, use it directly
+  if (c.appointmentTime) {
+    const startTime = c.appointmentTime;
+    const startMin = toMinutes(startTime);
+    const endTime = fromMinutes(startMin + SLOT_DURATION);
+    await storage.createAppointment({
+      patientId: patient.id,
+      userId,
+      staffId: DEFAULT_STAFF_ID,
+      title: dateLabel,
+      date: localDate,
+      startTime,
+      endTime,
+      type: "recall",
+      status: "scheduled",
+      movedByAi: true,
+    });
+    return {
+      reply: `Scheduled ${fullName} on ${dateLabel} at ${startTime} (Column A).`,
+      action: "appointment_created",
+      actionData: { patient, date: dateStr, startTime, endTime },
+    };
+  }
+
+  // No time specified — find earliest available slot in Column A
+  const dayNames = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"];
+  const dayName = dayNames[localDate.getDay()]!;
+
+  // Load office hours (fall back to 9–12 / 13–17 if not configured)
+  const officeHours = await storage.getOfficeHours(userId);
+  const dayHours = officeHours?.data?.doctors?.[dayName] ?? {
+    amStart: "09:00", amEnd: "12:00", pmStart: "13:00", pmEnd: "17:00", enabled: true,
+  };
+
+  if (!dayHours.enabled) {
+    return { reply: `The office is closed on ${dayName}. Please choose a different day.` };
+  }
+
+  const allSlots = buildSlots(dayHours);
+
+  // Fetch all Column A appointments for that day
+  const existing = (await storage.getAppointmentsByDateForUser(dateStr, userId))
+    .filter((a: any) => a.staffId === DEFAULT_STAFF_ID);
+
+  // Find first slot that doesn't overlap any existing appointment
+  const booked = existing.map((a: any) => ({
+    start: toMinutes(a.startTime),
+    end: toMinutes(a.endTime),
+  }));
+
+  const availableStart = allSlots.find((slotStart) => {
+    const slotEnd = slotStart + SLOT_DURATION;
+    return !booked.some((b) => slotStart < b.end && slotEnd > b.start);
+  });
+
+  if (availableStart === undefined) {
+    return {
+      reply: `Column A is fully booked on ${dateLabel}. Please pick a different date or time.`,
+    };
+  }
+
+  const startTime = fromMinutes(availableStart);
+  const endTime = fromMinutes(availableStart + SLOT_DURATION);
+
+  await storage.createAppointment({
+    patientId: patient.id,
+    userId,
+    staffId: DEFAULT_STAFF_ID,
+    title: dateLabel,
+    date: localDate,
+    startTime,
+    endTime,
+    type: "recall",
+    status: "scheduled",
+    movedByAi: true,
+  });
+
+  return {
+    reply: `Scheduled ${fullName} on ${dateLabel} at ${startTime} (Column A) — earliest available slot.`,
+    action: "appointment_created",
+    actionData: { patient, date: dateStr, startTime, endTime },
+  };
+}
+
 // ─── Insurance resolution helper ──────────────────────────────────────────────

 /**
--- a/apps/Backend/src/data/insuranceAliases.json
+++ b/apps/Backend/src/data/insuranceAliases.json
@@ -0,0 +1,32 @@
+[
+  { "keyword": "masshealth",                  "siteKey": "MH" },
+  { "keyword": "mass health",                 "siteKey": "MH" },
+  { "keyword": "mh",                          "siteKey": "MH" },
+
+  { "keyword": "commonwealth care alliance",  "siteKey": "CCA" },
+  { "keyword": "cca",                         "siteKey": "CCA" },
+
+  { "keyword": "delta dental of massachusetts","siteKey": "DDMA" },
+  { "keyword": "delta dental ma",             "siteKey": "DDMA" },
+  { "keyword": "ddma",                        "siteKey": "DDMA" },
+
+  { "keyword": "delta dental ins",            "siteKey": "DELTA_INS" },
+  { "keyword": "delta ins",                   "siteKey": "DELTA_INS" },
+  { "keyword": "delta dental",                "siteKey": "DELTA_INS" },
+
+  { "keyword": "tufts sco",                   "siteKey": "TUFTS_SCO" },
+  { "keyword": "tufts",                       "siteKey": "TUFTS_SCO" },
+  { "keyword": "tufs",                        "siteKey": "TUFTS_SCO" },
+  { "keyword": "dentaquest",                  "siteKey": "TUFTS_SCO" },
+  { "keyword": "tuftssco",                    "siteKey": "TUFTS_SCO" },
+
+  { "keyword": "united healthone sco",        "siteKey": "UNITED_SCO" },
+  { "keyword": "united sco",                  "siteKey": "UNITED_SCO" },
+  { "keyword": "dentalhub",                   "siteKey": "UNITED_SCO" },
+  { "keyword": "united_sco",                  "siteKey": "UNITED_SCO" },
+
+  { "keyword": "blue cross blue shield",      "siteKey": "BCBS_MA" },
+  { "keyword": "bcbs ma",                     "siteKey": "BCBS_MA" },
+  { "keyword": "blue cross",                  "siteKey": "BCBS_MA" },
+  { "keyword": "bcbs",                        "siteKey": "BCBS_MA" }
+]
--- a/apps/Backend/src/routes/ai-settings.ts
+++ b/apps/Backend/src/routes/ai-settings.ts
@@ -165,7 +165,7 @@ router.post("/internal-chat", async (req: Request, res: Response): Promise<any>
    const userId = req.user?.id;
    if (!userId) return res.status(401).json({ message: "Unauthorized" });

-    const { message } = req.body;
+    const { message, history } = req.body;
    if (!message?.trim()) return res.status(400).json({ message: "message is required" });

    const aiSettings = await storage.getAiSettings(userId);
@@ -183,7 +183,8 @@ router.post("/internal-chat", async (req: Request, res: Response): Promise<any>
    const classification = await classifyInternalChat(
      message.trim(),
      aiSettings.apiKey,
-      extraSystemPrompt || undefined
+      extraSystemPrompt || undefined,
+      Array.isArray(history) ? history : []
    );

    const response = await runInternalChatWorkflow(classification, userId, storage, customAliases);