feat: schedule page SMS reminders with AI follow-up and reschedule column
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -12,6 +12,7 @@ type AiChatTemplates = {
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newPatientGreeting: string;
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generalFallback: string;
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rescheduleGreeting: string;
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reminderSms: string;
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};
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type OfficeContact = {
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@@ -19,6 +20,8 @@ type OfficeContact = {
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};
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const DEFAULTS = {
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reminderSms:
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"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please reply YES to confirm or NO to reschedule. Thank you!",
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reminderGreeting:
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"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. How can I help you today?",
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newPatientGreeting:
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@@ -36,6 +39,7 @@ function preview(text: string, officeName: string) {
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export function AiChatTemplatesCard() {
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const { toast } = useToast();
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const [reminderSms, setReminderSms] = useState(DEFAULTS.reminderSms);
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const [reminderGreeting, setReminderGreeting] = useState(DEFAULTS.reminderGreeting);
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const [newPatientGreeting, setNewPatientGreeting] = useState(DEFAULTS.newPatientGreeting);
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const [generalFallback, setGeneralFallback] = useState(DEFAULTS.generalFallback);
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@@ -67,6 +71,7 @@ export function AiChatTemplatesCard() {
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useEffect(() => {
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if (templates && !initialized.current) {
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initialized.current = true;
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setReminderSms(templates.reminderSms || DEFAULTS.reminderSms);
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setReminderGreeting(templates.reminderGreeting || DEFAULTS.reminderGreeting);
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setNewPatientGreeting(templates.newPatientGreeting || DEFAULTS.newPatientGreeting);
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setGeneralFallback(templates.generalFallback || DEFAULTS.generalFallback);
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@@ -95,6 +100,7 @@ export function AiChatTemplatesCard() {
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const handleSubmit = (e: React.FormEvent) => {
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e.preventDefault();
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saveMutation.mutate({
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reminderSms: reminderSms.trim() || DEFAULTS.reminderSms,
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reminderGreeting: reminderGreeting.trim() || DEFAULTS.reminderGreeting,
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newPatientGreeting: newPatientGreeting.trim() || DEFAULTS.newPatientGreeting,
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generalFallback: generalFallback.trim() || DEFAULTS.generalFallback,
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@@ -105,6 +111,15 @@ export function AiChatTemplatesCard() {
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const officeName = officeContact?.officeName?.trim() || "";
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const templates_list = [
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{
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key: "reminderSms" as const,
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icon: <CalendarCheck className="h-4 w-4 text-primary" />,
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label: "Reminder SMS Text",
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description: "Outgoing text sent from the Schedule page. Supports: {firstName}, {officeName}, {appointmentDate}, {appointmentTime}.",
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value: reminderSms,
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onChange: setReminderSms,
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placeholder: DEFAULTS.reminderSms,
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},
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{
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key: "reminder" as const,
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icon: <CalendarCheck className="h-4 w-4 text-primary" />,
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@@ -152,9 +167,12 @@ export function AiChatTemplatesCard() {
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<h3 className="text-lg font-semibold">AI Chat Templates</h3>
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</div>
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<p className="text-sm text-muted-foreground">
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Customize how your AI assistant introduces itself and responds to patients. Use{" "}
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Customize the reminder SMS and AI reply templates. Available variables:{" "}
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{firstName}"}</code>{" "}
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{officeName}"}</code>{" "}
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as a placeholder — it will be replaced automatically with your dental office name.
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{appointmentDate}"}</code>{" "}
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<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{appointmentTime}"}</code>{" "}
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— replaced automatically when reminders are sent.
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</p>
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{/* Office name hint */}
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@@ -208,6 +226,7 @@ export function AiChatTemplatesCard() {
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variant="ghost"
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className="text-xs text-muted-foreground"
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onClick={() => {
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setReminderSms(DEFAULTS.reminderSms);
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setReminderGreeting(DEFAULTS.reminderGreeting);
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setNewPatientGreeting(DEFAULTS.newPatientGreeting);
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setGeneralFallback(DEFAULTS.generalFallback);
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