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

- 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>

apps/Backend/src/ai/internal-chat-workflow.ts

@@ -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 ──────────────────────────────────────────────
 
 /**

apps/Backend/src/routes/ai-settings.ts

@@ -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;

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

@@ -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>

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

@@ -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`);