feat: AI chat claim confirmation, CDT alias learning, and eligibility auto-trigger fixes
- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts - CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule (2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.) - Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count - Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use - Cancel on confirm card returns to chat (not full reset) so user can correct and retry - Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed) - check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients - DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split) - getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected) - Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings - AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day) - AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
@@ -26,7 +26,9 @@ type Step =
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| "eligibility-id-ready"
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| "check-and-claim-ready"
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| "need-insurance-clarification"
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| "need-appointment-selection";
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| "need-appointment-selection"
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| "need-cdt-clarification"
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| "claim-ready";
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interface Message {
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id: number;
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@@ -126,6 +128,18 @@ export function ChatbotButton() {
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matchedCodes: { code: string; description: string }[];
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options: { label: string; appointmentId: number; serviceDate: string }[];
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} | null>(null);
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const [cdtClarificationData, setCdtClarificationData] = useState<{
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unknownPhrases: string[];
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codeInputs: Record<string, string>;
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originalMessage: string;
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} | null>(null);
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const [claimReadyData, setClaimReadyData] = useState<{
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patient: PatientResult | null;
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matchedCodes: { code: string; description: string }[];
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siteKey: string;
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serviceDate: string;
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appointmentId: number | null;
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} | null>(null);
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const [, setLocation] = useLocation();
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const messagesEndRef = useRef<HTMLDivElement>(null);
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const pasteRef = useRef<HTMLTextAreaElement>(null);
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@@ -175,6 +189,8 @@ export function ChatbotButton() {
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setCheckAndClaimData(null);
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setClarificationData(null);
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setApptSelectionData(null);
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setCdtClarificationData(null);
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setClaimReadyData(null);
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};
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// Full reset including message history and stored session
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@@ -294,7 +310,9 @@ export function ChatbotButton() {
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.filter((m) => !m.isLoading)
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.slice(-15)
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.map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history });
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const d = new Date();
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const clientDate = `${d.getFullYear()}-${String(d.getMonth()+1).padStart(2,"0")}-${String(d.getDate()).padStart(2,"0")}`;
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history, clientDate });
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const data = await res.json();
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replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
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@@ -366,22 +384,25 @@ export function ChatbotButton() {
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return;
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}
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if (data.action === "need_cdt_clarification" && data.actionData) {
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const phrases: string[] = data.actionData.unknownPhrases ?? [];
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const inputs: Record<string, string> = {};
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for (const p of phrases) inputs[p] = "";
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setCdtClarificationData({ unknownPhrases: phrases, codeInputs: inputs, originalMessage: text });
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setStep("need-cdt-clarification");
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return;
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}
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if (data.action === "claim_only_ready" && data.actionData) {
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const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
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if (patient?.id && matchedCodes?.length > 0) {
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sessionStorage.setItem(
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"chatbot_claim_prefill",
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JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
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);
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}
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const url = appointmentId
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? `/claims?appointmentId=${appointmentId}`
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: `/claims?newPatient=${patient?.id}`;
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setTimeout(() => {
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setLocation(url);
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setOpen(false);
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resetStep();
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}, 600);
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setClaimReadyData({
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patient: patient ?? null,
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matchedCodes: matchedCodes ?? [],
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siteKey,
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serviceDate,
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appointmentId: appointmentId ?? null,
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});
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setStep("claim-ready");
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return;
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}
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@@ -672,6 +693,7 @@ export function ChatbotButton() {
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setStep("ai-loading");
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apiRequest("POST", "/api/ai/internal-chat", {
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message: `check ${opt} for ${clarificationData.memberId}, ${clarificationData.dob}${clarificationData.procedureNames.length > 0 ? " and claim " + clarificationData.procedureNames.join(", ") : ""}`,
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clientDate: (() => { const d = new Date(); return `${d.getFullYear()}-${String(d.getMonth()+1).padStart(2,"0")}-${String(d.getDate()).padStart(2,"0")}`; })(),
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})
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.then((r) => r.json())
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.then((data) => {
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@@ -753,6 +775,124 @@ export function ChatbotButton() {
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</div>
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)}
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{/* Claim ready — confirm before submitting */}
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{step === "claim-ready" && claimReadyData && (() => {
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const [sy, sm, sd] = (claimReadyData.serviceDate ?? "").split("-");
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const dateLabel = sy ? `${sm}/${sd}/${sy}` : claimReadyData.serviceDate;
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return (
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<div className="bg-green-50 border border-green-200 rounded-xl p-3 space-y-2">
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<p className="text-xs font-semibold text-green-800">Confirm Claim</p>
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{claimReadyData.patient && (
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<p className="text-xs text-green-700 font-medium">
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{claimReadyData.patient.firstName} {claimReadyData.patient.lastName}
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</p>
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)}
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<p className="text-xs text-gray-500">Service date: {dateLabel}</p>
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{claimReadyData.matchedCodes.length > 0 && (
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<div className="space-y-0.5 pt-0.5">
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{claimReadyData.matchedCodes.map((c) => (
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<p key={c.code} className="text-xs text-gray-700 pl-1">
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<span className="font-medium">{c.code}</span> — {c.description}
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</p>
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))}
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</div>
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)}
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<div className="flex gap-2 pt-1">
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<Button
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size="sm"
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className="flex-1 h-8 text-xs bg-green-600 hover:bg-green-700 text-white"
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onClick={() => {
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const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = claimReadyData;
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addMsg("user", "Confirm & submit claim");
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addMsg("bot", "Opening claim...");
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if (patient?.id && matchedCodes.length > 0) {
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sessionStorage.setItem(
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"chatbot_claim_prefill",
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JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
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);
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}
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const url = appointmentId
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? `/claims?appointmentId=${appointmentId}`
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: `/claims?newPatient=${patient?.id}`;
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setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
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}}
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>
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<FileText className="h-3 w-3 mr-1" />
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Confirm & Submit
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</Button>
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<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
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</div>
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</div>
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);
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})()}
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{/* CDT clarification — unknown procedure terms */}
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{step === "need-cdt-clarification" && cdtClarificationData && (
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<div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
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<p className="text-xs font-semibold text-amber-800">Unknown procedure term{cdtClarificationData.unknownPhrases.length > 1 ? "s" : ""}</p>
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<div className="space-y-2">
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{cdtClarificationData.unknownPhrases.map((phrase) => (
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<div key={phrase} className="flex items-center gap-2">
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<span className="text-xs text-gray-700 font-medium shrink-0">"{phrase}"→</span>
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<input
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type="text"
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placeholder="D0272"
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value={cdtClarificationData.codeInputs[phrase] ?? ""}
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onChange={(e) => setCdtClarificationData((prev) => prev ? {
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...prev,
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codeInputs: { ...prev.codeInputs, [phrase]: e.target.value.toUpperCase() },
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} : prev)}
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className="flex-1 rounded border border-amber-300 bg-white px-2 py-1 text-xs focus:outline-none focus:ring-1 focus:ring-amber-400"
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/>
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</div>
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))}
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</div>
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<div className="flex gap-2 pt-1">
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<Button
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size="sm"
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className="flex-1 h-8 text-xs bg-amber-600 hover:bg-amber-700 text-white"
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disabled={Object.values(cdtClarificationData.codeInputs).some((v) => !v.trim())}
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onClick={async () => {
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const entries = Object.entries(cdtClarificationData.codeInputs);
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for (const [phrase, code] of entries) {
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await apiRequest("POST", "/api/ai/cdt-aliases/add", { phrase, cdtCode: code.trim() });
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}
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const savedPairs = entries.map(([p, c]) => `"${p}" = ${c.trim()}`).join(", ");
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addMsg("user", entries.map(([p, c]) => `${p} = ${c.trim()}`).join(", "));
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addMsg("bot", `Got it! Saved ${savedPairs}. Retrying...`, true);
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setStep("ai-loading");
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setCdtClarificationData(null);
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const origMsg = cdtClarificationData.originalMessage;
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try {
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const history = messages.filter((m) => !m.isLoading).slice(-15).map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
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const _d = new Date();
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const _cd = `${_d.getFullYear()}-${String(_d.getMonth()+1).padStart(2,"0")}-${String(_d.getDate()).padStart(2,"0")}`;
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: origMsg, history, clientDate: _cd });
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const data = await res.json();
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replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
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if (data.action === "claim_only_ready" && data.actionData) {
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const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
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if (patient?.id && matchedCodes?.length > 0) {
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sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true }));
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}
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const url = appointmentId ? `/claims?appointmentId=${appointmentId}` : `/claims?newPatient=${patient?.id}`;
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setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
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} else {
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setStep("menu");
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}
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} catch {
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replaceLastMsg("Sorry, something went wrong. Please try again.");
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setStep("menu");
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}
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}}
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>
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Save & Retry
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</Button>
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<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
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</div>
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</div>
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)}
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<div ref={messagesEndRef} />
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</div>
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