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
@@ -79,6 +79,8 @@ interface ClaimFormProps {
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patientId: number;
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appointmentId?: number;
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autoSubmit?: boolean;
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/** When set, autoSubmit triggers this insurance's Selenium worker instead of MH */
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autoSubmitSiteKey?: string;
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/** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
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proceduresOnly?: boolean;
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onSubmit: (data: ClaimFormData) => Promise<Claim>;
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@@ -101,6 +103,7 @@ export function ClaimForm({
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patientId,
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appointmentId,
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autoSubmit,
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autoSubmitSiteKey,
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proceduresOnly = false,
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onHandleAppointmentSubmit,
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onHandleUpdatePatient,
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@@ -487,6 +490,41 @@ export function ClaimForm({
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};
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}, [appointmentId, serviceDate, existingClaimId]);
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// Prefill service lines (and optional service date) from chatbot claim_only flow
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useEffect(() => {
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const raw = sessionStorage.getItem("chatbot_claim_prefill");
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if (!raw) return;
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try {
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const { codes, serviceDate } = JSON.parse(raw) as {
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codes: { code: string; description: string }[];
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serviceDate?: string;
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};
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sessionStorage.removeItem("chatbot_claim_prefill");
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if (!codes?.length) return;
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if (serviceDate) {
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try {
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const d = parseLocalDate(serviceDate);
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setServiceDateValue(d);
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setServiceDate(formatLocalDate(d));
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} catch {}
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}
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setForm((prev) => {
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const date = serviceDate ? serviceDate : prev.serviceDate;
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const updatedLines = [...prev.serviceLines];
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codes.forEach((c, i) => {
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if (i < updatedLines.length) {
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updatedLines[i] = { ...updatedLines[i]!, procedureCode: c.code, procedureDate: date };
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}
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});
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return { ...prev, serviceLines: updatedLines };
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});
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if (!appointmentId) setPrefillDone(true);
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} catch {}
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}, []);
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// Restore NPI provider from saved procedures when npiProviders list loads after 2b
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useEffect(() => {
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if (!savedProcNpiId || !npiProviders.length) return;
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@@ -949,10 +987,11 @@ export function ClaimForm({
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};
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// 3rd Button workflow — CCA Claim: saves to DB then submits via Selenium
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const handleCCAClaim = async () => {
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const handleCCAClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
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const f = formToUse ?? form;
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const missingFields: string[] = [];
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if (!form.memberId?.trim()) missingFields.push("Member ID");
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if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!f.memberId?.trim()) missingFields.push("Member ID");
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if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!patient?.firstName?.trim()) missingFields.push("First Name");
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if (missingFields.length > 0) {
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toast({
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@@ -963,7 +1002,7 @@ export function ClaimForm({
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return;
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}
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const filteredServiceLines = (form.serviceLines || []).filter(
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const filteredServiceLines = (f.serviceLines || []).filter(
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(line) => (line.procedureCode ?? "").trim() !== "",
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);
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if (filteredServiceLines.length === 0) {
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@@ -990,10 +1029,10 @@ export function ClaimForm({
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}
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}
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
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const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
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filename: f.name,
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mimeType: f.type,
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
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const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((file) => ({
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filename: file.name,
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mimeType: file.type,
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}));
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const selectedNpiProviderId = npiProvider?.npiNumber
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@@ -1014,7 +1053,7 @@ export function ClaimForm({
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// Send to CCA Selenium — send raw YYYY-MM-DD so Python _format_dob converts correctly
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onHandleForCCASeleniumClaim({
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...form,
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...f,
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serviceLines: filteredServiceLines,
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staffId: appointmentStaffId ?? Number(staff?.id),
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patientId,
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@@ -1028,10 +1067,11 @@ export function ClaimForm({
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};
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// Delta MA Claim: saves to DB then submits via Selenium
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const handleDDMAClaim = async () => {
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const handleDDMAClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
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const f = formToUse ?? form;
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const missingFields: string[] = [];
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if (!form.memberId?.trim()) missingFields.push("Member ID");
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if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!f.memberId?.trim()) missingFields.push("Member ID");
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if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!patient?.firstName?.trim()) missingFields.push("First Name");
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if (missingFields.length > 0) {
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toast({
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@@ -1042,7 +1082,7 @@ export function ClaimForm({
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return;
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}
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const filteredServiceLines = (form.serviceLines || []).filter(
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const filteredServiceLines = (f.serviceLines || []).filter(
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(line) => (line.procedureCode ?? "").trim() !== "",
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);
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if (filteredServiceLines.length === 0) {
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@@ -1068,7 +1108,7 @@ export function ClaimForm({
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}
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}
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
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// Upload files to server so we get local filePaths for Selenium
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const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
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@@ -1091,7 +1131,7 @@ export function ClaimForm({
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});
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onHandleForDDMASeleniumClaim({
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...form,
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...f,
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serviceLines: filteredServiceLines,
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staffId: appointmentStaffId ?? Number(staff?.id),
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patientId,
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@@ -1106,10 +1146,11 @@ export function ClaimForm({
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};
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// United/DentalHub Claim: saves to DB then submits via Selenium
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const handleUnitedDHClaim = async () => {
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const handleUnitedDHClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
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const f = formToUse ?? form;
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const missingFields: string[] = [];
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if (!form.memberId?.trim()) missingFields.push("Member ID");
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if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!f.memberId?.trim()) missingFields.push("Member ID");
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if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!patient?.firstName?.trim()) missingFields.push("First Name");
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if (missingFields.length > 0) {
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toast({
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@@ -1120,7 +1161,7 @@ export function ClaimForm({
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return;
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}
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const filteredServiceLines = (form.serviceLines || []).filter(
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const filteredServiceLines = (f.serviceLines || []).filter(
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(line) => (line.procedureCode ?? "").trim() !== "",
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);
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if (filteredServiceLines.length === 0) {
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@@ -1146,7 +1187,7 @@ export function ClaimForm({
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}
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}
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
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const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
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? await uploadAttachmentsToLocalFolder(uploadedFiles)
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@@ -1168,7 +1209,7 @@ export function ClaimForm({
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});
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onHandleForUnitedDHSeleniumClaim({
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...form,
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...f,
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serviceLines: filteredServiceLines,
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staffId: appointmentStaffId ?? Number(staff?.id),
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patientId,
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@@ -1183,10 +1224,11 @@ export function ClaimForm({
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};
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// Tufts SCO Claim: saves to DB then submits via Selenium
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const handleTuftsSCOClaim = async () => {
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const handleTuftsSCOClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
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const f = formToUse ?? form;
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const missingFields: string[] = [];
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if (!form.memberId?.trim()) missingFields.push("Member ID");
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if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!f.memberId?.trim()) missingFields.push("Member ID");
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if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
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if (!patient?.firstName?.trim()) missingFields.push("First Name");
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if (missingFields.length > 0) {
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toast({
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@@ -1197,7 +1239,7 @@ export function ClaimForm({
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return;
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}
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const filteredServiceLines = (form.serviceLines || []).filter(
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const filteredServiceLines = (f.serviceLines || []).filter(
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(line) => (line.procedureCode ?? "").trim() !== "",
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);
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if (filteredServiceLines.length === 0) {
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@@ -1223,7 +1265,7 @@ export function ClaimForm({
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}
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}
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
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const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
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const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
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? await uploadAttachmentsToLocalFolder(uploadedFiles)
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@@ -1255,7 +1297,7 @@ export function ClaimForm({
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}
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onHandleForTuftsSCOSeleniumClaim({
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...form,
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...f,
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serviceLines: filteredServiceLines,
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staffId: appointmentStaffId ?? Number(staff?.id),
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patientId,
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@@ -1656,8 +1698,30 @@ export function ClaimForm({
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if (autoSubmittedRef.current) return;
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autoSubmittedRef.current = true;
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handleMHSubmit();
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}, [autoSubmit, prefillDone, isFormReady]);
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// Apply fee-schedule prices before triggering so billed amounts are populated
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const siteKeyForPricing = autoSubmitSiteKey
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? autoSubmitSiteKey.replace(/_/g, "").toLowerCase()
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: deriveInsuranceSiteKey(form.insuranceProvider || "");
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const pricedForm = mapPricesForForm({
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form: { ...form, insuranceSiteKey: siteKeyForPricing },
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patientDOB: patient?.dateOfBirth ?? "",
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insuranceSiteKey: siteKeyForPricing,
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});
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const key = (autoSubmitSiteKey ?? "").toLowerCase();
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if (key === "tufts_sco" || key === "tuftsco" || key === "tufts sco") {
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handleTuftsSCOClaim(pricedForm);
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} else if (key === "cca") {
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handleCCAClaim(pricedForm);
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} else if (key === "ddma") {
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handleDDMAClaim(pricedForm);
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} else if (key === "united_sco" || key === "unitedco" || key === "dentalhub") {
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handleUnitedDHClaim(pricedForm);
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} else {
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handleMHSubmit(pricedForm);
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}
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}, [autoSubmit, autoSubmitSiteKey, prefillDone, isFormReady]);
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// overlay click handler (close when clicking backdrop)
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const onOverlayMouseDown = (e: React.MouseEvent<HTMLDivElement>) => {
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@@ -9,6 +9,7 @@ import {
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MessageSquare,
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Send,
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Loader2,
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RotateCcw,
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} from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { Label } from "@/components/ui/label";
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@@ -24,7 +25,8 @@ type Step =
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| "patient-found"
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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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| "need-appointment-selection";
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interface Message {
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id: number;
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@@ -96,14 +98,20 @@ function parseEligibilityInput(
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};
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}
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const INITIAL_MESSAGES: Message[] = [
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makeMsg("bot", "Hi! What can I help you with today?"),
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];
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const CHAT_STORAGE_KEY = "chatbot_messages";
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function loadSavedMessages(): Message[] {
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try {
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const raw = sessionStorage.getItem(CHAT_STORAGE_KEY);
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if (raw) return JSON.parse(raw) as Message[];
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} catch {}
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return [makeMsg("bot", "Hi! What can I help you with today?")];
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}
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export function ChatbotButton() {
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const [open, setOpen] = useState(false);
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const [step, setStep] = useState<Step>("menu");
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const [messages, setMessages] = useState<Message[]>(INITIAL_MESSAGES);
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const [messages, setMessages] = useState<Message[]>(loadSavedMessages);
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const [pasteInput, setPasteInput] = useState("");
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const [parseError, setParseError] = useState("");
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const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
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@@ -112,6 +120,12 @@ export function ChatbotButton() {
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const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null } | null>(null);
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const [checkAndClaimData, setCheckAndClaimData] = useState<CheckAndClaimData | null>(null);
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const [clarificationData, setClarificationData] = useState<{ memberId: string; dob: string; patient: PatientResult | null; procedureNames: string[]; options: string[] } | null>(null);
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const [apptSelectionData, setApptSelectionData] = useState<{
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patient: PatientResult;
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siteKey: string;
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matchedCodes: { code: string; description: string }[];
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options: { label: string; appointmentId: number; serviceDate: string }[];
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} | null>(null);
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const [, setLocation] = useLocation();
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const messagesEndRef = useRef<HTMLDivElement>(null);
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const pasteRef = useRef<HTMLTextAreaElement>(null);
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@@ -121,6 +135,14 @@ export function ChatbotButton() {
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messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
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}, [messages, step]);
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// Persist messages across navigation (cleared on logout)
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useEffect(() => {
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try {
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const saveable = messages.filter((m) => !m.isLoading);
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sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(saveable));
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} catch {}
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}, [messages]);
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useEffect(() => {
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if (step === "eligibility-input") {
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setTimeout(() => pasteRef.current?.focus(), 50);
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@@ -141,9 +163,9 @@ export function ChatbotButton() {
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return next;
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});
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const reset = () => {
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// Resets step/data only — keeps message history
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const resetStep = () => {
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setStep("menu");
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setMessages([makeMsg("bot", "Hi! What can I help you with today?")]);
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setPasteInput("");
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setParseError("");
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setEligibilityData(null);
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@@ -152,22 +174,33 @@ export function ChatbotButton() {
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setEligibilityIdData(null);
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setCheckAndClaimData(null);
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setClarificationData(null);
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setApptSelectionData(null);
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};
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// Full reset including message history and stored session
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const reset = () => {
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resetStep();
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const fresh = [makeMsg("bot", "Hi! What can I help you with today?")];
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try {
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sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(fresh));
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} catch {}
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setMessages(fresh);
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};
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const handleClose = () => {
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setOpen(false);
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reset();
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resetStep();
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};
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const handleOptionSelect = (option: "eligibility" | "schedule" | "claims") => {
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if (option === "schedule") {
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addMsg("user", "Schedule an appointment");
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addMsg("bot", "Opening the appointments page...");
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setTimeout(() => { setLocation("/appointments"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/appointments"); setOpen(false); resetStep(); }, 600);
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} else if (option === "claims") {
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addMsg("user", "View claims");
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addMsg("bot", "Opening the claims page...");
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setTimeout(() => { setLocation("/claims"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/claims"); setOpen(false); resetStep(); }, 600);
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} else if (option === "eligibility") {
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addMsg("user", "Check Eligibility");
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addMsg("bot", "Please enter the patient's Member ID and Date of Birth:");
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@@ -199,7 +232,7 @@ export function ChatbotButton() {
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autoCheck: getAutoCheck(eligibilityData.dobISO),
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}));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const handleEligibilityFromPatient = () => {
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@@ -214,13 +247,13 @@ export function ChatbotButton() {
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}));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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}
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
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sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const handleEligibilityIdRun = () => {
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@@ -257,13 +290,17 @@ export function ChatbotButton() {
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setStep("ai-loading");
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try {
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text });
|
||||
const history = messages
|
||||
.filter((m) => !m.isLoading)
|
||||
.slice(-15)
|
||||
.map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
|
||||
const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history });
|
||||
const data = await res.json();
|
||||
|
||||
replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
|
||||
|
||||
if (data.action === "navigate" && data.actionData?.url) {
|
||||
setTimeout(() => { setLocation(data.actionData.url); setOpen(false); reset(); }, 800);
|
||||
setTimeout(() => { setLocation(data.actionData.url); setOpen(false); resetStep(); }, 800);
|
||||
return;
|
||||
}
|
||||
|
||||
@@ -313,6 +350,41 @@ export function ChatbotButton() {
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "appointment_created") {
|
||||
setStep("menu");
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "need_appointment_selection" && data.actionData) {
|
||||
setApptSelectionData({
|
||||
patient: data.actionData.patient,
|
||||
siteKey: data.actionData.siteKey,
|
||||
matchedCodes: data.actionData.matchedCodes ?? [],
|
||||
options: data.actionData.options ?? [],
|
||||
});
|
||||
setStep("need-appointment-selection");
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "claim_only_ready" && data.actionData) {
|
||||
const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
|
||||
if (patient?.id && matchedCodes?.length > 0) {
|
||||
sessionStorage.setItem(
|
||||
"chatbot_claim_prefill",
|
||||
JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
|
||||
);
|
||||
}
|
||||
const url = appointmentId
|
||||
? `/claims?appointmentId=${appointmentId}`
|
||||
: `/claims?newPatient=${patient?.id}`;
|
||||
setTimeout(() => {
|
||||
setLocation(url);
|
||||
setOpen(false);
|
||||
resetStep();
|
||||
}, 600);
|
||||
return;
|
||||
}
|
||||
|
||||
setStep("menu");
|
||||
} catch {
|
||||
replaceLastMsg("Sorry, something went wrong. Please try again.");
|
||||
@@ -333,7 +405,8 @@ export function ChatbotButton() {
|
||||
step === "patient-found" ||
|
||||
step === "eligibility-id-ready" ||
|
||||
step === "check-and-claim-ready" ||
|
||||
step === "need-insurance-clarification";
|
||||
step === "need-insurance-clarification" ||
|
||||
step === "need-appointment-selection";
|
||||
|
||||
return (
|
||||
<>
|
||||
@@ -360,13 +433,24 @@ export function ChatbotButton() {
|
||||
<Bot className="h-4 w-4" />
|
||||
<span className="font-semibold text-sm">Assistant</span>
|
||||
</div>
|
||||
<button
|
||||
onClick={handleClose}
|
||||
className="hover:opacity-70 transition-opacity rounded"
|
||||
aria-label="Close"
|
||||
>
|
||||
<X className="h-4 w-4" />
|
||||
</button>
|
||||
<div className="flex items-center gap-3">
|
||||
<button
|
||||
type="button"
|
||||
onClick={reset}
|
||||
className="flex items-center gap-1 text-xs hover:opacity-70 transition-opacity rounded px-1.5 py-0.5 border border-white/30 hover:bg-white/10"
|
||||
title="Clear chat history"
|
||||
>
|
||||
<RotateCcw className="h-3 w-3" />
|
||||
Clear
|
||||
</button>
|
||||
<button
|
||||
onClick={handleClose}
|
||||
className="hover:opacity-70 transition-opacity rounded"
|
||||
aria-label="Close"
|
||||
>
|
||||
<X className="h-4 w-4" />
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Messages */}
|
||||
@@ -631,6 +715,44 @@ export function ChatbotButton() {
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Appointment selection */}
|
||||
{step === "need-appointment-selection" && apptSelectionData && (
|
||||
<div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
|
||||
<p className="text-xs font-semibold text-amber-800">Which appointment date?</p>
|
||||
<div className="flex flex-col gap-1.5 pt-1">
|
||||
{apptSelectionData.options.map((opt) => (
|
||||
<button
|
||||
key={opt.serviceDate}
|
||||
className="text-left text-xs px-3 py-2 rounded-lg border border-amber-300 hover:bg-amber-100 transition-colors font-medium"
|
||||
onClick={() => {
|
||||
addMsg("user", opt.label);
|
||||
addMsg("bot", `Using ${opt.label} as the service date.`);
|
||||
sessionStorage.setItem(
|
||||
"chatbot_claim_prefill",
|
||||
JSON.stringify({
|
||||
codes: apptSelectionData.matchedCodes,
|
||||
siteKey: apptSelectionData.siteKey,
|
||||
serviceDate: opt.serviceDate,
|
||||
autoSubmit: true,
|
||||
})
|
||||
);
|
||||
setTimeout(() => {
|
||||
setLocation(`/claims?appointmentId=${opt.appointmentId}`);
|
||||
setOpen(false);
|
||||
resetStep();
|
||||
}, 600);
|
||||
}}
|
||||
>
|
||||
{opt.label}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
<Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={resetStep}>
|
||||
Cancel
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div ref={messagesEndRef} />
|
||||
</div>
|
||||
|
||||
|
||||
Reference in New Issue
Block a user