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>

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;
 }
 
@@ -38,6 +43,8 @@ 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>"
 }
 
@@ -53,28 +60,44 @@ Intents:
                           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 },
     ]);
 

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) return "MH";
-  if (p.includes("commonwealth care alliance") || p === "cca")             return "CCA";
+  for (const { keyword, siteKey } of insuranceAliases) {
-  if (p.includes("ddma") || p.includes("delta dental ma"))                 return "DDMA";
+    if (p.includes(keyword.toLowerCase())) return siteKey;
-  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";
   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 ──────────────────────────────────────────────
 
 /**

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" }
+]

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);

apps/Frontend/src/components/claims/claim-form.tsx

@@ -79,6 +79,8 @@ interface ClaimFormProps {
   patientId: number;
   appointmentId?: number;
   autoSubmit?: boolean;
+  /** When set, autoSubmit triggers this insurance's Selenium worker instead of MH */
+  autoSubmitSiteKey?: string;
   /** When true: form saves to AppointmentProcedure (Select Procedures flow), shows only Save button */
   proceduresOnly?: boolean;
   onSubmit: (data: ClaimFormData) => Promise<Claim>;
@@ -101,6 +103,7 @@ export function ClaimForm({
   patientId,
   appointmentId,
   autoSubmit,
+  autoSubmitSiteKey,
   proceduresOnly = false,
   onHandleAppointmentSubmit,
   onHandleUpdatePatient,
@@ -487,6 +490,41 @@ export function ClaimForm({
     };
   }, [appointmentId, serviceDate, existingClaimId]);
 
+  // Prefill service lines (and optional service date) from chatbot claim_only flow
+  useEffect(() => {
+    const raw = sessionStorage.getItem("chatbot_claim_prefill");
+    if (!raw) return;
+    try {
+      const { codes, serviceDate } = JSON.parse(raw) as {
+        codes: { code: string; description: string }[];
+        serviceDate?: string;
+      };
+      sessionStorage.removeItem("chatbot_claim_prefill");
+      if (!codes?.length) return;
+
+      if (serviceDate) {
+        try {
+          const d = parseLocalDate(serviceDate);
+          setServiceDateValue(d);
+          setServiceDate(formatLocalDate(d));
+        } catch {}
+      }
+
+      setForm((prev) => {
+        const date = serviceDate ? serviceDate : prev.serviceDate;
+        const updatedLines = [...prev.serviceLines];
+        codes.forEach((c, i) => {
+          if (i < updatedLines.length) {
+            updatedLines[i] = { ...updatedLines[i]!, procedureCode: c.code, procedureDate: date };
+          }
+        });
+        return { ...prev, serviceLines: updatedLines };
+      });
+
+      if (!appointmentId) setPrefillDone(true);
+    } catch {}
+  }, []);
+
   // Restore NPI provider from saved procedures when npiProviders list loads after 2b
   useEffect(() => {
     if (!savedProcNpiId || !npiProviders.length) return;
@@ -949,10 +987,11 @@ export function ClaimForm({
   };
 
   // 3rd Button workflow — CCA Claim: saves to DB then submits via Selenium
-  const handleCCAClaim = async () => {
+  const handleCCAClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
+    const f = formToUse ?? form;
     const missingFields: string[] = [];
-    if (!form.memberId?.trim()) missingFields.push("Member ID");
+    if (!f.memberId?.trim()) missingFields.push("Member ID");
-    if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
+    if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
     if (!patient?.firstName?.trim()) missingFields.push("First Name");
     if (missingFields.length > 0) {
       toast({
@@ -963,7 +1002,7 @@ export function ClaimForm({
       return;
     }
 
-    const filteredServiceLines = (form.serviceLines || []).filter(
+    const filteredServiceLines = (f.serviceLines || []).filter(
       (line) => (line.procedureCode ?? "").trim() !== "",
     );
     if (filteredServiceLines.length === 0) {
@@ -990,10 +1029,10 @@ export function ClaimForm({
       }
     }
 
-    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
+    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
-    const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
+    const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((file) => ({
-      filename: f.name,
+      filename: file.name,
-      mimeType: f.type,
+      mimeType: file.type,
     }));
 
     const selectedNpiProviderId = npiProvider?.npiNumber
@@ -1014,7 +1053,7 @@ export function ClaimForm({
 
     // Send to CCA Selenium — send raw YYYY-MM-DD so Python _format_dob converts correctly
     onHandleForCCASeleniumClaim({
-      ...form,
+      ...f,
       serviceLines: filteredServiceLines,
       staffId: appointmentStaffId ?? Number(staff?.id),
       patientId,
@@ -1028,10 +1067,11 @@ export function ClaimForm({
   };
 
   // Delta MA Claim: saves to DB then submits via Selenium
-  const handleDDMAClaim = async () => {
+  const handleDDMAClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
+    const f = formToUse ?? form;
     const missingFields: string[] = [];
-    if (!form.memberId?.trim()) missingFields.push("Member ID");
+    if (!f.memberId?.trim()) missingFields.push("Member ID");
-    if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
+    if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
     if (!patient?.firstName?.trim()) missingFields.push("First Name");
     if (missingFields.length > 0) {
       toast({
@@ -1042,7 +1082,7 @@ export function ClaimForm({
       return;
     }
 
-    const filteredServiceLines = (form.serviceLines || []).filter(
+    const filteredServiceLines = (f.serviceLines || []).filter(
       (line) => (line.procedureCode ?? "").trim() !== "",
     );
     if (filteredServiceLines.length === 0) {
@@ -1068,7 +1108,7 @@ export function ClaimForm({
       }
     }
 
-    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
+    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
 
     // Upload files to server so we get local filePaths for Selenium
     const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
@@ -1091,7 +1131,7 @@ export function ClaimForm({
     });
 
     onHandleForDDMASeleniumClaim({
-      ...form,
+      ...f,
       serviceLines: filteredServiceLines,
       staffId: appointmentStaffId ?? Number(staff?.id),
       patientId,
@@ -1106,10 +1146,11 @@ export function ClaimForm({
   };
 
   // United/DentalHub Claim: saves to DB then submits via Selenium
-  const handleUnitedDHClaim = async () => {
+  const handleUnitedDHClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
+    const f = formToUse ?? form;
     const missingFields: string[] = [];
-    if (!form.memberId?.trim()) missingFields.push("Member ID");
+    if (!f.memberId?.trim()) missingFields.push("Member ID");
-    if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
+    if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
     if (!patient?.firstName?.trim()) missingFields.push("First Name");
     if (missingFields.length > 0) {
       toast({
@@ -1120,7 +1161,7 @@ export function ClaimForm({
       return;
     }
 
-    const filteredServiceLines = (form.serviceLines || []).filter(
+    const filteredServiceLines = (f.serviceLines || []).filter(
       (line) => (line.procedureCode ?? "").trim() !== "",
     );
     if (filteredServiceLines.length === 0) {
@@ -1146,7 +1187,7 @@ export function ClaimForm({
       }
     }
 
-    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
+    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
 
     const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
       ? await uploadAttachmentsToLocalFolder(uploadedFiles)
@@ -1168,7 +1209,7 @@ export function ClaimForm({
     });
 
     onHandleForUnitedDHSeleniumClaim({
-      ...form,
+      ...f,
       serviceLines: filteredServiceLines,
       staffId: appointmentStaffId ?? Number(staff?.id),
       patientId,
@@ -1183,10 +1224,11 @@ export function ClaimForm({
   };
 
   // Tufts SCO Claim: saves to DB then submits via Selenium
-  const handleTuftsSCOClaim = async () => {
+  const handleTuftsSCOClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
+    const f = formToUse ?? form;
     const missingFields: string[] = [];
-    if (!form.memberId?.trim()) missingFields.push("Member ID");
+    if (!f.memberId?.trim()) missingFields.push("Member ID");
-    if (!form.dateOfBirth?.trim()) missingFields.push("Date of Birth");
+    if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
     if (!patient?.firstName?.trim()) missingFields.push("First Name");
     if (missingFields.length > 0) {
       toast({
@@ -1197,7 +1239,7 @@ export function ClaimForm({
       return;
     }
 
-    const filteredServiceLines = (form.serviceLines || []).filter(
+    const filteredServiceLines = (f.serviceLines || []).filter(
       (line) => (line.procedureCode ?? "").trim() !== "",
     );
     if (filteredServiceLines.length === 0) {
@@ -1223,7 +1265,7 @@ export function ClaimForm({
       }
     }
 
-    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = form;
+    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
 
     const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
       ? await uploadAttachmentsToLocalFolder(uploadedFiles)
@@ -1255,7 +1297,7 @@ export function ClaimForm({
     }
 
     onHandleForTuftsSCOSeleniumClaim({
-      ...form,
+      ...f,
       serviceLines: filteredServiceLines,
       staffId: appointmentStaffId ?? Number(staff?.id),
       patientId,
@@ -1656,8 +1698,30 @@ export function ClaimForm({
     if (autoSubmittedRef.current) return;
     autoSubmittedRef.current = true;
 
-    handleMHSubmit();
+    // Apply fee-schedule prices before triggering so billed amounts are populated
-  }, [autoSubmit, prefillDone, isFormReady]);
+    const siteKeyForPricing = autoSubmitSiteKey
+      ? autoSubmitSiteKey.replace(/_/g, "").toLowerCase()
+      : deriveInsuranceSiteKey(form.insuranceProvider || "");
+
+    const pricedForm = mapPricesForForm({
+      form: { ...form, insuranceSiteKey: siteKeyForPricing },
+      patientDOB: patient?.dateOfBirth ?? "",
+      insuranceSiteKey: siteKeyForPricing,
+    });
+
+    const key = (autoSubmitSiteKey ?? "").toLowerCase();
+    if (key === "tufts_sco" || key === "tuftsco" || key === "tufts sco") {
+      handleTuftsSCOClaim(pricedForm);
+    } else if (key === "cca") {
+      handleCCAClaim(pricedForm);
+    } else if (key === "ddma") {
+      handleDDMAClaim(pricedForm);
+    } else if (key === "united_sco" || key === "unitedco" || key === "dentalhub") {
+      handleUnitedDHClaim(pricedForm);
+    } else {
+      handleMHSubmit(pricedForm);
+    }
+  }, [autoSubmit, autoSubmitSiteKey, prefillDone, isFormReady]);
 
   // overlay click handler (close when clicking backdrop)
   const onOverlayMouseDown = (e: React.MouseEvent<HTMLDivElement>) => {

apps/Frontend/src/components/layout/chatbot.tsx

@@ -9,6 +9,7 @@ import {
   MessageSquare,
   Send,
   Loader2,
+  RotateCcw,
 } from "lucide-react";
 import { Button } from "@/components/ui/button";
 import { Label } from "@/components/ui/label";
@@ -24,7 +25,8 @@ type Step =
   | "patient-found"
   | "eligibility-id-ready"
   | "check-and-claim-ready"
-  | "need-insurance-clarification";
+  | "need-insurance-clarification"
+  | "need-appointment-selection";
 
 interface Message {
   id: number;
@@ -96,14 +98,20 @@ function parseEligibilityInput(
   };
 }
 
-const INITIAL_MESSAGES: Message[] = [
+const CHAT_STORAGE_KEY = "chatbot_messages";
-  makeMsg("bot", "Hi! What can I help you with today?"),
+
-];
+function loadSavedMessages(): Message[] {
+  try {
+    const raw = sessionStorage.getItem(CHAT_STORAGE_KEY);
+    if (raw) return JSON.parse(raw) as Message[];
+  } catch {}
+  return [makeMsg("bot", "Hi! What can I help you with today?")];
+}
 
 export function ChatbotButton() {
   const [open, setOpen] = useState(false);
   const [step, setStep] = useState<Step>("menu");
-  const [messages, setMessages] = useState<Message[]>(INITIAL_MESSAGES);
+  const [messages, setMessages] = useState<Message[]>(loadSavedMessages);
   const [pasteInput, setPasteInput] = useState("");
   const [parseError, setParseError] = useState("");
   const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
@@ -112,6 +120,12 @@ export function ChatbotButton() {
   const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null } | null>(null);
   const [checkAndClaimData, setCheckAndClaimData] = useState<CheckAndClaimData | null>(null);
   const [clarificationData, setClarificationData] = useState<{ memberId: string; dob: string; patient: PatientResult | null; procedureNames: string[]; options: string[] } | null>(null);
+  const [apptSelectionData, setApptSelectionData] = useState<{
+    patient: PatientResult;
+    siteKey: string;
+    matchedCodes: { code: string; description: string }[];
+    options: { label: string; appointmentId: number; serviceDate: string }[];
+  } | null>(null);
   const [, setLocation] = useLocation();
   const messagesEndRef = useRef<HTMLDivElement>(null);
   const pasteRef = useRef<HTMLTextAreaElement>(null);
@@ -121,6 +135,14 @@ export function ChatbotButton() {
     messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
   }, [messages, step]);
 
+  // Persist messages across navigation (cleared on logout)
+  useEffect(() => {
+    try {
+      const saveable = messages.filter((m) => !m.isLoading);
+      sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(saveable));
+    } catch {}
+  }, [messages]);
+
   useEffect(() => {
     if (step === "eligibility-input") {
       setTimeout(() => pasteRef.current?.focus(), 50);
@@ -141,9 +163,9 @@ export function ChatbotButton() {
       return next;
     });
 
-  const reset = () => {
+  // Resets step/data only — keeps message history
+  const resetStep = () => {
     setStep("menu");
-    setMessages([makeMsg("bot", "Hi! What can I help you with today?")]);
     setPasteInput("");
     setParseError("");
     setEligibilityData(null);
@@ -152,22 +174,33 @@ export function ChatbotButton() {
     setEligibilityIdData(null);
     setCheckAndClaimData(null);
     setClarificationData(null);
+    setApptSelectionData(null);
+  };
+
+  // Full reset including message history and stored session
+  const reset = () => {
+    resetStep();
+    const fresh = [makeMsg("bot", "Hi! What can I help you with today?")];
+    try {
+      sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(fresh));
+    } catch {}
+    setMessages(fresh);
   };
 
   const handleClose = () => {
     setOpen(false);
-    reset();
+    resetStep();
   };
 
   const handleOptionSelect = (option: "eligibility" | "schedule" | "claims") => {
     if (option === "schedule") {
       addMsg("user", "Schedule an appointment");
       addMsg("bot", "Opening the appointments page...");
-      setTimeout(() => { setLocation("/appointments"); setOpen(false); reset(); }, 600);
+      setTimeout(() => { setLocation("/appointments"); setOpen(false); resetStep(); }, 600);
     } else if (option === "claims") {
       addMsg("user", "View claims");
       addMsg("bot", "Opening the claims page...");
-      setTimeout(() => { setLocation("/claims"); setOpen(false); reset(); }, 600);
+      setTimeout(() => { setLocation("/claims"); setOpen(false); resetStep(); }, 600);
     } else if (option === "eligibility") {
       addMsg("user", "Check Eligibility");
       addMsg("bot", "Please enter the patient's Member ID and Date of Birth:");
@@ -199,7 +232,7 @@ export function ChatbotButton() {
       autoCheck: getAutoCheck(eligibilityData.dobISO),
     }));
     window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
-    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
+    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
   };
 
   const handleEligibilityFromPatient = () => {
@@ -214,13 +247,13 @@ export function ChatbotButton() {
       }));
       window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
     }
-    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
+    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
   };
 
   const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
     sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
     window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
-    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
+    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
   };
 
   const handleEligibilityIdRun = () => {
@@ -257,13 +290,17 @@ export function ChatbotButton() {
     setStep("ai-loading");
 
     try {
-      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 (
     <>
@@ -360,6 +433,16 @@ export function ChatbotButton() {
                 <Bot className="h-4 w-4" />
                 <span className="font-semibold text-sm">Assistant</span>
               </div>
+              <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"
@@ -368,6 +451,7 @@ export function ChatbotButton() {
                   <X className="h-4 w-4" />
                 </button>
               </div>
+            </div>
 
             {/* Messages */}
             <div className="flex-1 overflow-y-auto p-4 space-y-3">
@@ -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>
 

apps/Frontend/src/hooks/use-auth.tsx

@@ -117,6 +117,7 @@ export function AuthProvider({ children }: { children: ReactNode }) {
   const logoutMutation = useMutation({
     mutationFn: async () => {
       localStorage.removeItem("token");
+      sessionStorage.removeItem("chatbot_messages");
       await apiRequest("POST", "/api/auth/logout");
     },
     onSuccess: () => {

apps/Frontend/src/pages/claims-page.tsx

@@ -38,9 +38,8 @@ import { useLicense } from "@/hooks/use-license";
 
 export default function ClaimsPage() {
   const [isClaimFormOpen, setIsClaimFormOpen] = useState(false);
-  const [selectedPatientId, setSelectedPatientId] = useState<number | null>(
+  const [selectedPatientId, setSelectedPatientId] = useState<number | null>(null);
-    null
+  const [chatbotAutoSubmitSiteKey, setChatbotAutoSubmitSiteKey] = useState<string | undefined>(undefined);
-  );
   // for redirect from appointment page directly, then passing to claimform
   const [selectedAppointmentId, setSelectedAppointmentId] = useState<
     number | null
@@ -239,6 +238,17 @@ export default function ClaimsPage() {
     const id = Number(newPatient);
     if (!Number.isFinite(id) || id <= 0) return;
 
+    // Check if chatbot requested auto-submit with a specific insurance
+    try {
+      const raw = sessionStorage.getItem("chatbot_claim_prefill");
+      if (raw) {
+        const parsed = JSON.parse(raw);
+        if (parsed?.autoSubmit && parsed?.siteKey) {
+          setChatbotAutoSubmitSiteKey(parsed.siteKey);
+        }
+      }
+    } catch {}
+
     handleNewClaim(id);
     clearUrlParams(["newPatient"]);
   }, [newPatient]);
@@ -786,6 +796,7 @@ export default function ClaimsPage() {
   const closeClaim = () => {
     setSelectedPatientId(null);
     setSelectedAppointmentId(null);
+    setChatbotAutoSubmitSiteKey(undefined);
     setIsClaimFormOpen(false);
 
     clearUrlParams(["newPatient", "appointmentId"]);
@@ -904,7 +915,8 @@ export default function ClaimsPage() {
         <ClaimForm
           patientId={selectedPatientId}
           appointmentId={selectedAppointmentId ?? undefined}
-          autoSubmit={mode === "direct"}
+          autoSubmit={mode === "direct" || !!chatbotAutoSubmitSiteKey}
+          autoSubmitSiteKey={chatbotAutoSubmitSiteKey}
           proceduresOnly={mode === "procedures"}
           onClose={closeClaim}
           onSubmit={handleClaimSubmit}

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -179,8 +179,14 @@ export default function InsuranceStatusPage() {
       try {
         const { memberId: id, dob, autoCheck: ac } = JSON.parse(raw);
         if (id) setMemberId(id);
-        if (dob) setDateOfBirth(parseLocalDate(dob));
+        if (dob) {
-        if (ac === "mh" || ac === "cmsp") pendingAutoCheck.current = ac;
+          // dob may arrive as MM/DD/YYYY or YYYY-MM-DD — normalize to YYYY-MM-DD
+          const normalized = /^\d{1,2}\/\d{1,2}\/\d{4}$/.test(dob)
+            ? (() => { const [m, d, y] = dob.split("/"); return `${y}-${m!.padStart(2,"0")}-${d!.padStart(2,"0")}`; })()
+            : dob;
+          setDateOfBirth(parseLocalDate(normalized));
+        }
+        if (ac) pendingAutoCheck.current = ac;
         sessionStorage.removeItem("chatbot_eligibility");
       } catch {}
     };

apps/SeleniumService/selenium_DentaQuest_eligibilityCheckWorker.py

@@ -211,6 +211,22 @@ class AutomationDentaQuestEligibilityCheck:
                     password_field.clear()
                     password_field.send_keys(self.dentaquest_password)
 
+                    # Check "Remember me" before signing in — mirrors DDMA to avoid OTP on next login
+                    try:
+                        remember_me = WebDriverWait(self.driver, 3).until(
+                            EC.element_to_be_clickable((By.XPATH,
+                                "//label[.//span[contains(text(),'Remember me')] or "
+                                "contains(translate(text(),'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember me')] | "
+                                "//input[@type='checkbox' and ("
+                                "contains(translate(@name,'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember') or "
+                                "contains(translate(@id,'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember'))]"
+                            ))
+                        )
+                        remember_me.click()
+                        print("[DentaQuest login] Checked 'Remember me'")
+                    except Exception:
+                        print("[DentaQuest login] No 'Remember me' found on login page (continuing)")
+
                     # Click login button
                     login_button = wait.until(EC.element_to_be_clickable((By.XPATH, "//button[@type='submit']")))
                     login_button.click()

apps/SeleniumService/selenium_TuftsSCO_claimSubmitWorker.py

@@ -187,6 +187,22 @@ class AutomationTuftsSCOClaimSubmit:
                 password_field.send_keys(self.dentaquest_password)
                 print("[TuftsSCO Claim login] Entered password")
 
+                # Check "Remember me" before signing in — mirrors DDMA to avoid OTP on next login
+                try:
+                    remember_me = WebDriverWait(self.driver, 3).until(
+                        EC.element_to_be_clickable((By.XPATH,
+                            "//label[.//span[contains(text(),'Remember me')] or "
+                            "contains(translate(text(),'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember me')] | "
+                            "//input[@type='checkbox' and ("
+                            "contains(translate(@name,'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember') or "
+                            "contains(translate(@id,'ABCDEFGHIJKLMNOPQRSTUVWXYZ','abcdefghijklmnopqrstuvwxyz'),'remember'))]"
+                        ))
+                    )
+                    remember_me.click()
+                    print("[TuftsSCO Claim login] Checked 'Remember me'")
+                except Exception:
+                    print("[TuftsSCO Claim login] No 'Remember me' found on login page (continuing)")
+
                 signin_btn = WebDriverWait(self.driver, 10).until(
                     EC.element_to_be_clickable((By.XPATH,
                         "//button[@type='submit'] | //input[@type='submit'] | "