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feat: AI chat Eligibility & Appointment button with 15-min slots and Column B fallback

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- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card
- For known patients: creates today's appointment immediately, then opens eligibility page
- For unknown patients: navigates to eligibility page; after Selenium creates the patient,
  auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page
- Update MH Eligibility & Appointment button to create a today's schedule slot instead of
  navigating to the appointments page; shows PDF preview on completion
- createAppointmentToday falls back from Column A to Column B when Column A is full;
  returns column label in response so UI can display it
- Set AI-scheduled appointment duration to 15 minutes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
2026-06-09 16:14:08 -04:00
parent a8ec1a21c0
commit 541d65da6d
4 changed files with 192 additions and 13 deletions
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64
apps/Backend/src/ai/internal-chat-workflow.ts
View File

@@ -593,7 +593,7 @@ async function handleClaimOnly(
// ─── schedule_appointment ─────────────────────────────────────────────────────
const DEFAULT_STAFF_ID = 1; // Column A
const SLOT_DURATION = 30; // minutes
const SLOT_DURATION = 15; // minutes
/** Convert "HH:MM" to total minutes since midnight */
function toMinutes(t: string): number {
@@ -736,6 +736,68 @@ async function handleScheduleAppointment(
};
}
// ─── Standalone helper: create today's appointment for a known patientId ─────
export async function createAppointmentToday(
patientId: number,
userId: number,
storage: StorageLike
): Promise<{ startTime: string; endTime: string; dateStr: string; dateLabel: string; column: string } | { error: string }> {
const today = new Date();
const dateStr = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, "0")}-${String(today.getDate()).padStart(2, "0")}`;
const dateLabel = today.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
const localDate = new Date(today.getFullYear(), today.getMonth(), today.getDate());
const dayNames = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"];
const dayName = dayNames[today.getDay()]!;
const officeHours = await storage.getOfficeHours(userId);
const dayHours = officeHours?.data?.doctors?.[dayName] ?? {
amStart: "09:00", amEnd: "12:00", pmStart: "13:00", pmEnd: "17:00", enabled: true,
};
if (!dayHours.enabled) {
return { error: `The office is closed today (${dayName}). Cannot create appointment.` };
}
const allSlots = buildSlots(dayHours);
const allAppointments = await storage.getAppointmentsByDateForUser(dateStr, userId);
for (const { staffId, label } of [
{ staffId: DEFAULT_STAFF_ID, label: "Column A" },
{ staffId: 2, label: "Column B" },
]) {
const booked = allAppointments
.filter((a: any) => a.staffId === staffId)
.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) {
const startTime = fromMinutes(availableStart);
const endTime = fromMinutes(availableStart + SLOT_DURATION);
await storage.createAppointment({
patientId,
userId,
staffId,
title: dateLabel,
date: localDate,
startTime,
endTime,
type: "recall",
status: "scheduled",
movedByAi: true,
});
return { startTime, endTime, dateStr, dateLabel, column: label };
}
}
return { error: `Both Column A and Column B are fully booked today. Please add the appointment manually.` };
}
// ─── Insurance resolution helper ──────────────────────────────────────────────
/**

16
apps/Backend/src/routes/ai-settings.ts
View File

@@ -1,7 +1,7 @@
import express, { Request, Response } from "express";
import { storage } from "../storage";
import { classifyInternalChat } from "../ai/internal-chat-graph";
import { runInternalChatWorkflow } from "../ai/internal-chat-workflow";
import { runInternalChatWorkflow, createAppointmentToday } from "../ai/internal-chat-workflow";
import { resolveAiProvider } from "../ai/llm-factory";
const router = express.Router();
@@ -309,4 +309,18 @@ router.post("/internal-chat", async (req: Request, res: Response): Promise<any>
}
});
router.post("/create-appointment-today", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { patientId } = req.body;
if (!patientId) return res.status(400).json({ message: "patientId is required" });
const result = await createAppointmentToday(Number(patientId), userId, storage);
if ("error" in result) return res.status(409).json({ message: result.error });
return res.status(200).json(result);
} catch (err) {
return res.status(500).json({ error: "Failed to create appointment", details: String(err) });
}
});
export default router;

43
apps/Frontend/src/components/layout/chatbot.tsx
View File

@@ -299,6 +299,35 @@ export function ChatbotButton() {
prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
};
const handleEligibilityAndAppointment = async () => {
if (!eligibilityIdData) return;
addMsg("user", "Check eligibility & add to today's schedule");
if (!eligibilityIdData.patient) {
// Patient not yet in DB — eligibility check will create them; flag for post-check appointment
addMsg("bot", "Running eligibility check — will add patient and create today's appointment after...");
sessionStorage.setItem("chatbot_appt_after_eligibility", JSON.stringify({ memberId: eligibilityIdData.memberId }));
prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
return;
}
addMsg("bot", "Creating appointment for today...", true);
try {
const res = await apiRequest("POST", "/api/ai/create-appointment-today", {
patientId: eligibilityIdData.patient.id,
});
const data = await res.json();
if (!res.ok) {
replaceLastMsg(data.message ?? "Could not create appointment.");
return;
}
replaceLastMsg(`Appointment added at ${data.startTime} (${data.column ?? "Column A"}) — opening eligibility check page...`);
prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
} catch {
replaceLastMsg("Could not create appointment. Please try again.");
}
};
const handleCheckAndClaimRun = () => {
if (!checkAndClaimData) return;
addMsg("user", "Run check & claim");
@@ -653,16 +682,24 @@ export function ChatbotButton() {
{eligibilityIdData.patient?.insuranceProvider && (
<p className="text-xs text-gray-500">{eligibilityIdData.patient.insuranceProvider}</p>
)}
<div className="flex gap-2 pt-1">
<div className="flex flex-col gap-2 pt-1">
<Button
size="sm"
className="flex-1 h-8 text-xs bg-primary hover:bg-primary/90"
className="w-full h-8 text-xs bg-primary hover:bg-primary/90"
onClick={handleEligibilityIdRun}
>
<Stethoscope className="h-3 w-3 mr-1" />
Check Eligibility
</Button>
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
<Button
size="sm"
className="w-full h-8 text-xs bg-emerald-600 hover:bg-emerald-700 text-white"
onClick={handleEligibilityAndAppointment}
>
<Calendar className="h-3 w-3 mr-1" />
Eligibility &amp; Appointment
</Button>
<Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={reset}>
Cancel
</Button>
</div>

82
apps/Frontend/src/pages/insurance-status-page.tsx
View File

@@ -363,6 +363,7 @@ export default function InsuranceStatusPage() {
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
void tryAppointmentFromChatbot();
if (jobResult.pdfFileId) {
setPreviewPdfId(Number(jobResult.pdfFileId));
@@ -377,7 +378,7 @@ export default function InsuranceStatusPage() {
}
};
// MH Eligibility & Appointment — check eligibility, save to DB, navigate to appointments
// MH Eligibility & Appointment — check eligibility, save to DB, create appointment for today
const handleMHEligibilityAppointmentButton = async () => {
if (!memberId || !dateOfBirth) {
toast({
@@ -399,34 +400,60 @@ export default function InsuranceStatusPage() {
setTaskStatus({
key: "eligibilityCheck",
status: "error",
message: "Insurance is inactive. Staying on Eligibility page.",
message: "Insurance is inactive. No appointment created.",
}),
);
toast({
title: "Insurance Inactive",
description: "Patient insurance is inactive. Staying on Eligibility page.",
description: "Patient insurance is inactive. No appointment was created.",
variant: "destructive",
});
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
return;
}
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
// Look up the patient (created/updated by the Selenium worker) then create today's appointment
let apptTime: string | null = null;
try {
const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(memberId)}`);
if (lookupRes.ok) {
const patient = await lookupRes.json();
if (patient?.id) {
const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
if (apptRes.ok) {
const apptData = await apptRes.json();
apptTime = apptData.startTime ? `${apptData.startTime} (${apptData.column ?? "Column A"})` : null;
}
}
}
} catch {}
dispatch(
setTaskStatus({
key: "eligibilityCheck",
status: "success",
message: "Eligibility checked and saved. Redirecting to Appointments...",
message: apptTime
? `Eligibility checked. Appointment created at ${apptTime}.`
: "Eligibility checked. Could not create appointment — please add manually.",
}),
);
toast({
title: "Eligibility checked.",
description: "Patient eligibility saved. Redirecting to Appointments.",
description: apptTime
? `Patient added to today's schedule at ${apptTime}.`
: "Eligibility saved. Could not create appointment — Column A may be full.",
variant: "default",
});
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
setLocation("/appointments");
if (jobResult.pdfFileId) {
setPreviewPdfId(Number(jobResult.pdfFileId));
setPreviewFallbackFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
setPreviewOpen(true);
}
} catch (error: any) {
dispatch(setTaskStatus({ key: "eligibilityCheck", status: "error", message: error.message || "Selenium submission failed" }));
toast({ title: "Selenium service error", description: error.message || "An error occurred.", variant: "destructive" });
@@ -523,6 +550,7 @@ export default function InsuranceStatusPage() {
});
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (claimed) return;
setSelectedPatient(null);
await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
@@ -686,6 +714,38 @@ export default function InsuranceStatusPage() {
return false;
};
// After any eligibility check succeeds, check if chatbot wanted an appointment created.
// Patient was just created/updated in DB by the Selenium worker before this is called.
const tryAppointmentFromChatbot = async (): Promise<void> => {
try {
const raw = sessionStorage.getItem("chatbot_appt_after_eligibility");
if (!raw) return;
const { memberId: storedMemberId } = JSON.parse(raw);
sessionStorage.removeItem("chatbot_appt_after_eligibility");
if (!storedMemberId) return;
const lookupRes = await apiRequest("GET", `/api/patients/by-insurance-id?insuranceId=${encodeURIComponent(storedMemberId)}`);
if (!lookupRes.ok) return;
const patient = await lookupRes.json();
if (!patient?.id) return;
const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
const apptData = await apptRes.json();
if (apptRes.ok) {
toast({
title: "Appointment created",
description: `${patient.firstName ?? ""} ${patient.lastName ?? ""} added to today's schedule at ${apptData.startTime} (${apptData.column ?? "Column A"}).`.trim(),
});
} else {
toast({
title: "Could not create appointment",
description: apptData.message ?? "Please add manually.",
variant: "destructive",
});
}
} catch {}
};
// Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
useEffect(() => {
const params = new URLSearchParams(window.location.search);
@@ -925,6 +985,7 @@ export default function InsuranceStatusPage() {
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
@@ -945,6 +1006,7 @@ export default function InsuranceStatusPage() {
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
@@ -961,7 +1023,8 @@ export default function InsuranceStatusPage() {
firstName={firstName}
lastName={lastName}
isFormIncomplete={isFormIncomplete}
onPdfReady={(pdfId, fallbackFilename) => {
onPdfReady={async (pdfId, fallbackFilename) => {
void tryAppointmentFromChatbot();
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(
fallbackFilename ?? `eligibility_bcbs_ma_${memberId}.pdf`,
@@ -985,6 +1048,7 @@ export default function InsuranceStatusPage() {
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
@@ -1005,6 +1069,7 @@ export default function InsuranceStatusPage() {
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
@@ -1025,6 +1090,7 @@ export default function InsuranceStatusPage() {
onAutoTriggered={() => setTriggerTarget(null)}
onPdfReady={async (pdfId, fallbackFilename) => {
const claimed = await tryClaimFromChatbot(selectedPatient?.id);
void tryAppointmentFromChatbot();
if (!claimed) {
setPreviewPdfId(pdfId);
setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);