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>
This commit is contained in:
ff
@@ -9,6 +9,7 @@
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*/
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import { ChatClassification } from "./internal-chat-graph";
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import { lookupCdtCodes } from "./cdt-lookup";
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import insuranceAliases from "../data/insuranceAliases.json";
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// ─── Types ────────────────────────────────────────────────────────────────────
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@@ -35,7 +36,10 @@ export interface ChatResponse {
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| "check_eligibility_prefill"
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| "eligibility_id_ready"
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| "check_and_claim_ready"
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| "need_insurance_clarification";
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| "need_insurance_clarification"
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| "appointment_created"
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| "claim_only_ready"
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| "need_appointment_selection";
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actionData?: Record<string, any>;
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}
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@@ -43,13 +47,10 @@ export interface ChatResponse {
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export function deriveSiteKey(provider: string): string {
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const p = (provider ?? "").toLowerCase().trim();
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if (!p || p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
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if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
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if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
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if (p.includes("delta dental ins") || p.includes("delta ins")) return "DELTA_INS";
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if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TUFTS_SCO";
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if ((p.includes("united") && p.includes("sco")) || p.includes("dentalhub") || p === "united_sco") return "UNITED_SCO";
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if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS_MA";
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if (!p) return "MH";
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for (const { keyword, siteKey } of insuranceAliases) {
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if (p.includes(keyword.toLowerCase())) return siteKey;
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}
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return "MH";
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}
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@@ -74,6 +75,10 @@ interface StorageLike {
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offset: number;
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}): Promise<any[] | null>;
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getPatientByInsuranceId(id: string): Promise<any | null>;
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createAppointment(appointment: any): Promise<any>;
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getAppointmentsByDateForUser(dateStr: string, userId: number): Promise<any[]>;
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getOfficeHours(userId: number): Promise<any | null>;
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getAppointmentsByPatientId(patientId: number): Promise<any[]>;
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}
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// ─── Shared helpers ───────────────────────────────────────────────────────────
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@@ -210,6 +215,18 @@ export async function runInternalChatWorkflow(
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return await handleCheckAndClaim(classification, storage, customAliases);
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}
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// ── Claim only (no eligibility check) ─────────────────────────────────────
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if (intent === "claim_only") {
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return await handleClaimOnly(classification, storage, customAliases);
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}
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// ── Schedule appointment ───────────────────────────────────────────────────
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if (intent === "schedule_appointment") {
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return await handleScheduleAppointment(classification, _userId, storage);
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}
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// ── General ────────────────────────────────────────────────────────────────
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return { reply: classification.fallbackReply };
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}
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@@ -223,9 +240,9 @@ async function handleEligibilityById(
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const memberId = c.memberId?.trim();
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const dob = c.dob?.trim();
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if (!memberId || !dob) {
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if (!memberId) {
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return {
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reply: "Please provide both a Member ID and Date of Birth (MM/DD/YYYY).",
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reply: "Please provide a Member ID to run the eligibility check.",
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};
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}
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@@ -235,6 +252,14 @@ async function handleEligibilityById(
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? patientToResult(existingPatient)
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: null;
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// Use stored DOB if not provided in the message
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const resolvedDob = dob ?? patient?.dateOfBirth ?? null;
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if (!resolvedDob) {
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return {
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reply: "Please provide a Date of Birth (MM/DD/YYYY) to run the eligibility check.",
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};
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}
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// Determine siteKey
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const siteKey = resolveSiteKey(
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patient?.insuranceProvider ?? null,
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@@ -250,7 +275,7 @@ async function handleEligibilityById(
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action: "need_insurance_clarification",
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actionData: {
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memberId,
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dob,
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dob: resolvedDob,
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patient,
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options: ["MassHealth", "BCBS MA", "CCA", "Tufts SCO", "Delta Dental MA", "United/DentalHub"],
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},
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@@ -267,7 +292,7 @@ async function handleEligibilityById(
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actionData: {
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patient,
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memberId,
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dob,
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dob: resolvedDob,
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siteKey,
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autoCheck: siteKeyToAutoCheck(siteKey),
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},
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@@ -302,9 +327,12 @@ async function handleCheckAndClaim(
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reply: "Please include either a Member ID or a patient name so I can look up their record.",
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};
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}
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if (!dob) {
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// Use stored DOB if not provided in the message
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const resolvedDob = dob ?? patient?.dateOfBirth ?? null;
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if (!resolvedDob) {
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return {
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reply: `I have the Member ID (${memberId}) but need a Date of Birth (MM/DD/YYYY) to run the eligibility check.`,
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reply: `I have the Member ID (${memberId}) but couldn't find a Date of Birth on file. Please provide it (MM/DD/YYYY).`,
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};
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}
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@@ -358,7 +386,7 @@ async function handleCheckAndClaim(
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actionData: {
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patient,
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memberId,
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dob,
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dob: resolvedDob,
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siteKey,
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autoCheck: siteKeyToAutoCheck(siteKey),
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cdtResults,
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@@ -367,6 +395,269 @@ async function handleCheckAndClaim(
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};
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}
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// ─── claim_only ───────────────────────────────────────────────────────────────
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async function handleClaimOnly(
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c: ChatClassification,
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storage: StorageLike,
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customAliases: { phrase: string; cdtCode: string }[]
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): Promise<ChatResponse> {
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// Resolve patient
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let patient: ResolvedPatient | null = null;
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if (c.memberId?.trim()) {
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const existing = await storage.getPatientByInsuranceId(c.memberId.trim());
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if (existing) patient = patientToResult(existing);
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} else if (c.patientName?.trim()) {
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const raw = await findPatientByName(c.patientName.trim(), storage);
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if (raw) patient = patientToResult(raw);
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}
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if (!patient) {
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return {
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reply: "Please include a patient name or Member ID so I can look them up.",
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};
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}
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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// Map procedure names → CDT codes
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const procedureNames = c.procedureNames ?? [];
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if (procedureNames.length === 0) {
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return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
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}
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const cdtResults = lookupCdtCodes(procedureNames, customAliases);
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const matched = cdtResults.filter((r) => r.code !== null);
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const unmatched = cdtResults.filter((r) => r.code === null);
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// Resolve service date: use explicit date from message, then latest appointment, then ask
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let serviceDate: string | null = c.appointmentDate ?? null;
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let appointmentId: number | null = null;
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if (!serviceDate) {
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const appts = await storage.getAppointmentsByPatientId(patient.id);
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const sorted = appts.sort((a: any, b: any) =>
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new Date(b.date).getTime() - new Date(a.date).getTime()
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);
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if (sorted.length >= 2) {
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const d1 = new Date(sorted[0].date).getTime();
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const d2 = new Date(sorted[1].date).getTime();
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const diffDays = Math.abs(d1 - d2) / (1000 * 60 * 60 * 24);
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if (diffDays < 7) {
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// Use UTC methods to avoid local-timezone day-shift on midnight UTC dates
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const fmtUTC = (a: any) => {
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const d = new Date(a.date);
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return `${String(d.getUTCMonth() + 1).padStart(2, "0")}/${String(d.getUTCDate()).padStart(2, "0")}/${d.getUTCFullYear()}`;
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};
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const isoUTC = (a: any) => {
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const d = new Date(a.date);
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return `${d.getUTCFullYear()}-${String(d.getUTCMonth() + 1).padStart(2, "0")}-${String(d.getUTCDate()).padStart(2, "0")}`;
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};
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return {
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reply: `Found two appointments close together for ${fullName}: ${fmtUTC(sorted[0])} and ${fmtUTC(sorted[1])}. Which date should I use for the claim?`,
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action: "need_appointment_selection",
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actionData: {
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patient,
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siteKey: resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH",
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matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description })),
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options: [
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{ label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: isoUTC(sorted[0]) },
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{ label: fmtUTC(sorted[1]), appointmentId: sorted[1].id, serviceDate: isoUTC(sorted[1]) },
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],
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},
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};
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}
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}
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if (sorted.length > 0) {
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const rawDate = new Date(sorted[0].date);
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serviceDate = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
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appointmentId = sorted[0].id ?? null;
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}
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}
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if (!serviceDate) {
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// No appointment on file — ask for the service date
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const codesPreview = matched.map((r) => `${r.code}`).join(", ") || "the procedures";
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return {
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reply: `Found ${fullName} but no appointments on file. What was the service date for ${codesPreview}? (e.g. "6/2/2026")`,
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};
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}
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const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
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const [sy, sm, sd] = serviceDate.split("-");
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const dateLabel = `${sm}/${sd}/${sy}`;
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let reply = `Opening claim for ${fullName} (service date ${dateLabel}): ${
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matched.map((r) => `${r.code} (${r.description})`).join(", ") || "no procedures matched"
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}.`;
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if (unmatched.length > 0) {
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reply += ` Could not map: ${unmatched.map((r) => `"${r.input}"`).join(", ")} — verify manually.`;
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}
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return {
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reply,
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action: "claim_only_ready",
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actionData: {
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patient,
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siteKey,
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serviceDate,
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appointmentId,
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matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description })),
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},
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};
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}
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// ─── schedule_appointment ─────────────────────────────────────────────────────
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const DEFAULT_STAFF_ID = 1; // Column A
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const SLOT_DURATION = 30; // minutes
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/** Convert "HH:MM" to total minutes since midnight */
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function toMinutes(t: string): number {
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const [h, m] = t.split(":").map(Number);
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return (h ?? 0) * 60 + (m ?? 0);
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}
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/** Convert total minutes since midnight to "HH:MM" */
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function fromMinutes(m: number): string {
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return `${String(Math.floor(m / 60)).padStart(2, "0")}:${String(m % 60).padStart(2, "0")}`;
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}
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/**
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* Build the list of valid start minutes for a day using office hours.
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* Skips the lunch gap (amEnd → pmStart).
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*/
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function buildSlots(dayHours: { amStart: string; amEnd: string; pmStart: string; pmEnd: string }): number[] {
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const slots: number[] = [];
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const ranges = [
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[toMinutes(dayHours.amStart), toMinutes(dayHours.amEnd)],
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[toMinutes(dayHours.pmStart), toMinutes(dayHours.pmEnd)],
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];
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for (const [start, end] of ranges) {
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for (let t = start!; t + SLOT_DURATION <= end!; t += SLOT_DURATION) {
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slots.push(t);
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}
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}
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return slots;
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}
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async function handleScheduleAppointment(
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c: ChatClassification,
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userId: number,
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storage: StorageLike
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): Promise<ChatResponse> {
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const name = c.patientName?.trim();
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if (!name) {
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return { reply: "Please include the patient's name so I can find them." };
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}
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const raw = await findPatientByName(name, storage);
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if (!raw) {
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return {
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reply: `No patient found matching "${name}". Please check the spelling or add them on the Patients page first.`,
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};
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}
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const patient = patientToResult(raw);
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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// Resolve date
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const today = new Date();
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const localDate = c.appointmentDate
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? new Date(c.appointmentDate + "T00:00:00")
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: new Date(today.getFullYear(), today.getMonth(), today.getDate());
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const dateStr = `${localDate.getFullYear()}-${String(localDate.getMonth() + 1).padStart(2, "0")}-${String(localDate.getDate()).padStart(2, "0")}`;
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const dateLabel = localDate.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
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// If time was explicitly provided, use it directly
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if (c.appointmentTime) {
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const startTime = c.appointmentTime;
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const startMin = toMinutes(startTime);
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const endTime = fromMinutes(startMin + SLOT_DURATION);
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await storage.createAppointment({
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patientId: patient.id,
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userId,
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staffId: DEFAULT_STAFF_ID,
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title: dateLabel,
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date: localDate,
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startTime,
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endTime,
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type: "recall",
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status: "scheduled",
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movedByAi: true,
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});
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return {
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reply: `Scheduled ${fullName} on ${dateLabel} at ${startTime} (Column A).`,
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action: "appointment_created",
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actionData: { patient, date: dateStr, startTime, endTime },
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};
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}
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// No time specified — find earliest available slot in Column A
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const dayNames = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"];
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const dayName = dayNames[localDate.getDay()]!;
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// Load office hours (fall back to 9–12 / 13–17 if not configured)
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const officeHours = await storage.getOfficeHours(userId);
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const dayHours = officeHours?.data?.doctors?.[dayName] ?? {
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amStart: "09:00", amEnd: "12:00", pmStart: "13:00", pmEnd: "17:00", enabled: true,
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};
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if (!dayHours.enabled) {
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return { reply: `The office is closed on ${dayName}. Please choose a different day.` };
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}
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const allSlots = buildSlots(dayHours);
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// Fetch all Column A appointments for that day
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const existing = (await storage.getAppointmentsByDateForUser(dateStr, userId))
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.filter((a: any) => a.staffId === DEFAULT_STAFF_ID);
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// Find first slot that doesn't overlap any existing appointment
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const booked = existing.map((a: any) => ({
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start: toMinutes(a.startTime),
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end: toMinutes(a.endTime),
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}));
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const availableStart = allSlots.find((slotStart) => {
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const slotEnd = slotStart + SLOT_DURATION;
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return !booked.some((b) => slotStart < b.end && slotEnd > b.start);
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});
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if (availableStart === undefined) {
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return {
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reply: `Column A is fully booked on ${dateLabel}. Please pick a different date or time.`,
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};
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}
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const startTime = fromMinutes(availableStart);
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const endTime = fromMinutes(availableStart + SLOT_DURATION);
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await storage.createAppointment({
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patientId: patient.id,
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userId,
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staffId: DEFAULT_STAFF_ID,
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title: dateLabel,
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date: localDate,
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startTime,
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endTime,
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type: "recall",
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status: "scheduled",
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movedByAi: true,
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});
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return {
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reply: `Scheduled ${fullName} on ${dateLabel} at ${startTime} (Column A) — earliest available slot.`,
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action: "appointment_created",
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actionData: { patient, date: dateStr, startTime, endTime },
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};
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}
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// ─── Insurance resolution helper ──────────────────────────────────────────────
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/**
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Reference in New Issue
Block a user