feat: batch eligibility, batch claim, and batch check+claim from AI chat

- Add batch_eligibility, batch_claim, and batch_check_and_claim intents
  to AI classifier so multiple patients can be processed one by one
- Add queue processing on insurance-status and claims pages to auto-start
  the next patient after each check/claim completes
- Make patient schema firstName, lastName, phone optional so patients can
  be created with just member ID + DOB from eligibility checks
- Cancel buttons now preserve chat history instead of clearing it
- Patient-found card shows Check Eligibility, Eligibility & Appointment
  Today, and Cancel buttons
- Claim service date asks user to pick between latest appointment and
  today when they differ
- Login page subtitle styled with animated gradient

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

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

@@ -5,6 +5,9 @@ import { getLlm, type AiProvider } from "./llm-factory";
 export type InternalChatIntent =
   | "check_eligibility"     // by patient name → look up in DB
   | "eligibility_by_id"     // by explicit memberId + dob (no name)
+  | "batch_eligibility"     // multiple patients by memberId + dob
+  | "batch_claim"           // claim same procedures for multiple patients by name
+  | "batch_check_and_claim" // eligibility + claim for multiple patients by memberId+dob
   | "check_and_claim"       // eligibility + claim procedures
   | "find_patient"          // look up patient record only
   | "schedule_appointment"  // add patient to today's (or specified) schedule
@@ -21,6 +24,10 @@ export interface ChatClassification {
   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)
+  // --- batch eligibility (multiple patients) ---
+  patients?: { memberId: string; dob: string }[];  // for batch_eligibility
+  // --- batch claim (same procedures for multiple patients by name) ---
+  patientNames?: string[];  // for batch_claim
   // --- insurance hint (only if explicitly stated in the message) ---
   insuranceHint?: string;     // raw text, e.g. "masshealth", "BCBS", "CCA"
   // --- rendering/treating provider (only if explicitly stated, e.g. "with provider Kai Gao") ---
@@ -48,6 +55,8 @@ Respond ONLY with valid JSON (no markdown fences):
   "patientName": "<full name if mentioned by name>",
   "memberId": "<member/insurance ID if given explicitly or found in history>",
   "dob": "<date of birth in MM/DD/YYYY if given explicitly or found in history>",
+  "patients": [{"memberId": "<id>", "dob": "<MM/DD/YYYY>"}, ...],
+  "patientNames": ["<name1>", "<name2>", ...],
   "insuranceHint": "<insurance name only if explicitly stated in the message, e.g. 'masshealth', 'BCBS MA', 'CCA'>",
   "renderingProvider": "<provider/doctor name only if explicitly stated, e.g. 'Kai Gao', 'Dr. Smith' — omit if not mentioned>",
   "procedureNames": ["<raw procedure name>", ...],
@@ -61,12 +70,27 @@ Omit any field that is not present in the message or history.
 Intents:
 - check_eligibility     : user wants to check insurance for a patient identified by NAME only
                           e.g. "check Maria Jesus", "verify insurance for John Smith"
-- eligibility_by_id     : user provides a member ID and date of birth (no patient name)
+- eligibility_by_id     : user provides a SINGLE member ID and date of birth (no patient name)
                           e.g. "check masshealth for 100xxxx, 10/10/1988"
                           ALSO use this when user wants to check eligibility AND schedule/add an appointment on a date
                           e.g. "check mh for 100xxxx, 10/10/1988 and schedule on 4/10/2026"
                           e.g. "check mh for 100xxxx, 10/10/1988 and make appointment on 5/1/2026"
                           In these cases set appointmentDate to the mentioned date (YYYY-MM-DD)
+- batch_eligibility     : user provides MULTIPLE member IDs with dates of birth in one message
+                          e.g. "check mh for 100xxxx 10/10/1988 and 200xxxx 5/5/2000"
+                          e.g. "check 100xxxx, 10/10/1988 and 200xxxx, 5/5/2000"
+                          Use this ONLY when TWO OR MORE distinct memberId+dob pairs are given.
+                          Put each pair into the "patients" array. Also set insuranceHint if stated.
+- batch_claim           : user wants to claim the SAME procedures for MULTIPLE patients identified by NAME
+                          e.g. "claim perio exam and adult prophy for Jackaline and Keioson"
+                          e.g. "perio exam, adult cleaning for Maria and John"
+                          Use this ONLY when procedures AND two or more patient names are given.
+                          Put each patient name into the "patientNames" array. Put procedure names in "procedureNames".
+- batch_check_and_claim : user provides MULTIPLE member IDs with DOBs AND wants to claim PROCEDURES for all of them
+                          e.g. "check mh for 100xxxx 10/10/1988 and 200xxxx 5/5/2000, and claim perio exam and adult prophy"
+                          e.g. "check 100xxxx, 10/10/1988 and 200xxxx, 5/5/2000 and claim D0120 D1110 for them"
+                          Use this when TWO OR MORE memberId+dob pairs are given WITH procedures.
+                          Put each pair into "patients" array. Put procedure names in "procedureNames".
 - check_and_claim       : user wants to check eligibility AND submit PROCEDURES/BILLING as claims
                           e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
                           e.g. "check Maria Jesus and claim D0120 D1110"

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

@@ -45,6 +45,9 @@ export interface ChatResponse {
     | "show_patient"
     | "check_eligibility_prefill"
     | "eligibility_id_ready"
+    | "batch_eligibility_ready"
+    | "batch_claim_ready"
+    | "batch_check_and_claim_ready"
     | "check_and_claim_ready"
     | "need_insurance_clarification"
     | "appointment_created"
@@ -314,12 +317,30 @@ export async function runInternalChatWorkflow(
     return await handleEligibilityById(classification, storage);
   }
 
+  // ── Batch eligibility (multiple patients) ─────────────────────────────────
+
+  if (intent === "batch_eligibility") {
+    return await handleBatchEligibility(classification, storage);
+  }
+
   // ── Check eligibility + claim procedures ──────────────────────────────────
 
   if (intent === "check_and_claim") {
     return await handleCheckAndClaim(classification, storage, customAliases);
   }
 
+  // ── Batch check & claim (eligibility + claim for multiple patients) ────────
+
+  if (intent === "batch_check_and_claim") {
+    return await handleBatchCheckAndClaim(classification, storage, customAliases);
+  }
+
+  // ── Batch claim (same procedures for multiple patients) ───────────────────
+
+  if (intent === "batch_claim") {
+    return await handleBatchClaim(classification, storage, customAliases);
+  }
+
   // ── Claim only (no eligibility check) ─────────────────────────────────────
 
   if (intent === "claim_only") {
@@ -436,6 +457,266 @@ async function handleEligibilityById(
   };
 }
 
+// ─── batch_eligibility ───────────────────────────────────────────────────────
+
+async function handleBatchEligibility(
+  c: ChatClassification,
+  storage: StorageLike
+): Promise<ChatResponse> {
+  const pairs = c.patients ?? [];
+  if (pairs.length < 2) {
+    // Fallback to single if somehow only 1 pair
+    if (pairs.length === 1) {
+      return await handleEligibilityById(
+        { ...c, memberId: pairs[0]!.memberId, dob: pairs[0]!.dob, intent: "eligibility_by_id" },
+        storage
+      );
+    }
+    return { reply: "Please provide at least two member ID + DOB pairs to batch-check." };
+  }
+
+  const resolved: {
+    memberId: string;
+    dob: string;
+    siteKey: string;
+    autoCheck: string;
+    patient: ResolvedPatient | null;
+  }[] = [];
+
+  for (const { memberId, dob } of pairs) {
+    const id = memberId?.trim();
+    const d = dob?.trim();
+    if (!id || !d) continue;
+
+    const existing = await findPatientByMemberId(id, d, storage);
+    const patient: ResolvedPatient | null = existing ? patientToResult(existing) : null;
+    const resolvedDob = d ?? patient?.dateOfBirth ?? null;
+    if (!resolvedDob) continue;
+
+    const siteKey = resolveSiteKey(
+      patient?.insuranceProvider ?? null,
+      c.insuranceHint ?? null
+    ) ?? "MH";
+
+    resolved.push({
+      memberId: id,
+      dob: resolvedDob,
+      siteKey,
+      autoCheck: siteKeyToAutoCheck(siteKey, resolvedDob),
+      patient,
+    });
+  }
+
+  if (resolved.length === 0) {
+    return { reply: "Could not parse any valid member ID + DOB pairs." };
+  }
+
+  const labels = resolved.map((r) => {
+    const name = r.patient
+      ? `${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
+      : `ID ${r.memberId}`;
+    return name;
+  });
+
+  return {
+    reply: `Ready to check eligibility for ${resolved.length} patients: ${labels.join(", ")}.`,
+    action: "batch_eligibility_ready",
+    actionData: { queue: resolved },
+  };
+}
+
+// ─── batch_check_and_claim ────────────────────────────────────────────────────
+
+async function handleBatchCheckAndClaim(
+  c: ChatClassification,
+  storage: StorageLike,
+  customAliases: { phrase: string; cdtCode: string }[]
+): Promise<ChatResponse> {
+  const pairs = c.patients ?? [];
+  if (pairs.length < 2) {
+    if (pairs.length === 1) {
+      return await handleCheckAndClaim(
+        { ...c, memberId: pairs[0]!.memberId, dob: pairs[0]!.dob, intent: "check_and_claim" },
+        storage,
+        customAliases
+      );
+    }
+    return { reply: "Please provide at least two member ID + DOB pairs." };
+  }
+
+  const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
+  if (procedureNames.length === 0) {
+    return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
+  }
+
+  const cdtResults: CdtResult[] = lookupCdtCodes(procedureNames, customAliases);
+  const matched = cdtResults.filter((r) => r.code !== null);
+  const unmatched = cdtResults.filter((r) => r.code === null);
+
+  if (unmatched.length > 0) {
+    const phrases = unmatched.map((r) => r.input);
+    return {
+      reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D0272)`,
+      action: "need_cdt_clarification",
+      actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
+    };
+  }
+
+  const resolved: {
+    memberId: string;
+    dob: string;
+    siteKey: string;
+    autoCheck: string;
+    patient: ResolvedPatient | null;
+  }[] = [];
+
+  for (const { memberId, dob } of pairs) {
+    const id = memberId?.trim();
+    const d = dob?.trim();
+    if (!id || !d) continue;
+
+    const existing = await findPatientByMemberId(id, d, storage);
+    const patient: ResolvedPatient | null = existing ? patientToResult(existing) : null;
+    const resolvedDob = d ?? patient?.dateOfBirth ?? null;
+    if (!resolvedDob) continue;
+
+    const siteKey = resolveSiteKey(
+      patient?.insuranceProvider ?? null,
+      c.insuranceHint ?? null
+    ) ?? "MH";
+
+    resolved.push({
+      memberId: id,
+      dob: resolvedDob,
+      siteKey,
+      autoCheck: siteKeyToAutoCheck(siteKey, resolvedDob),
+      patient,
+    });
+  }
+
+  if (resolved.length === 0) {
+    return { reply: "Could not parse any valid member ID + DOB pairs." };
+  }
+
+  const labels = resolved.map((r) => {
+    const name = r.patient
+      ? `${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
+      : `ID ${r.memberId}`;
+    return name;
+  });
+  const codeList = matched.map((r) => `${r.code} (${r.description})`).join(", ");
+
+  return {
+    reply: `Ready to check eligibility and claim ${codeList} for ${resolved.length} patients: ${labels.join(", ")}.`,
+    action: "batch_check_and_claim_ready",
+    actionData: {
+      queue: resolved,
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
+      renderingProvider: c.renderingProvider ?? null,
+    },
+  };
+}
+
+// ─── batch_claim ─────────────────────────────────────────────────────────────
+
+async function handleBatchClaim(
+  c: ChatClassification,
+  storage: StorageLike,
+  customAliases: { phrase: string; cdtCode: string }[]
+): Promise<ChatResponse> {
+  const names = c.patientNames ?? [];
+  if (names.length < 2) {
+    if (names.length === 1) {
+      return await handleClaimOnly(
+        { ...c, patientName: names[0], intent: "claim_only" },
+        storage,
+        customAliases
+      );
+    }
+    return { reply: "Please include at least two patient names to batch-claim." };
+  }
+
+  const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
+  if (procedureNames.length === 0) {
+    return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
+  }
+
+  const cdtResults: CdtResult[] = lookupCdtCodes(procedureNames, customAliases);
+  const matched = cdtResults.filter((r) => r.code !== null);
+  const unmatched = cdtResults.filter((r) => r.code === null);
+
+  if (unmatched.length > 0) {
+    const phrases = unmatched.map((r) => r.input);
+    return {
+      reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D0272)`,
+      action: "need_cdt_clarification",
+      actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
+    };
+  }
+
+  const resolved: {
+    patient: ResolvedPatient;
+    siteKey: string;
+    serviceDate: string | null;
+    appointmentId: number | null;
+  }[] = [];
+  const notFound: string[] = [];
+
+  for (const name of names) {
+    const trimmed = name.trim();
+    if (!trimmed) continue;
+    const raw = await findPatientByName(trimmed, storage);
+    if (!raw) {
+      notFound.push(trimmed);
+      continue;
+    }
+    const patient = patientToResult(raw);
+    const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
+
+    const d1120Warning = checkD1120Age(matched, fullName, patient.dateOfBirth, c.appointmentDate);
+    if (d1120Warning) return d1120Warning;
+
+    const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";
+
+    let serviceDate: string | null = c.appointmentDate ?? null;
+    let appointmentId: number | null = null;
+    if (!serviceDate) {
+      const now = new Date();
+      serviceDate = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
+    }
+
+    resolved.push({ patient, siteKey, serviceDate, appointmentId });
+  }
+
+  if (notFound.length > 0 && resolved.length === 0) {
+    return { reply: `Could not find any patients matching: ${notFound.join(", ")}. Please check the spelling.` };
+  }
+
+  const labels = resolved.map((r) =>
+    `${r.patient.firstName ?? ""} ${r.patient.lastName ?? ""}`.trim()
+  );
+  const codeList = matched.map((r) => `${r.code} (${r.description})`).join(", ");
+  let reply = `Ready to claim ${codeList} for ${resolved.length} patients: ${labels.join(", ")}.`;
+  if (notFound.length > 0) {
+    reply += ` Could not find: ${notFound.join(", ")}.`;
+  }
+
+  return {
+    reply,
+    action: "batch_claim_ready",
+    actionData: {
+      queue: resolved.map((r) => ({
+        patient: r.patient,
+        siteKey: r.siteKey,
+        serviceDate: r.serviceDate,
+        appointmentId: r.appointmentId,
+      })),
+      matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
+      renderingProvider: c.renderingProvider ?? null,
+    },
+  };
+}
+
 // ─── check_and_claim ─────────────────────────────────────────────────────────
 
 async function handleCheckAndClaim(
@@ -624,53 +905,44 @@ async function handleClaimOnly(
   let appointmentId: number | null = null;
 
   if (!serviceDate) {
+    const now = new Date();
+    const todayStr = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
+
     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 (sorted.length > 0) {
+      const rawDate = new Date(sorted[0].date);
+      const latestStr = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
 
-      if (diffDays < 7) {
-        // Use UTC methods to avoid local-timezone day-shift on midnight UTC dates
+      if (latestStr === todayStr) {
+        serviceDate = todayStr;
+        appointmentId = sorted[0].id ?? null;
+      } else {
         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")}`;
-        };
+        const todayLabel = `${String(now.getMonth() + 1).padStart(2, "0")}/${String(now.getDate()).padStart(2, "0")}/${now.getFullYear()}`;
         return {
-          reply: `Found two appointments close together for ${fullName}: ${fmtUTC(sorted[0])} and ${fmtUTC(sorted[1])}. Which date should I use for the claim?`,
+          reply: `Which service date for ${fullName}?`,
           action: "need_appointment_selection",
           actionData: {
             patient,
             siteKey: resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH",
             matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description, toothNumber: r.toothNumber, toothSurface: r.toothSurface, quad: r.quad })),
             options: [
-              { label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: isoUTC(sorted[0]) },
-              { label: fmtUTC(sorted[1]), appointmentId: sorted[1].id, serviceDate: isoUTC(sorted[1]) },
+              { label: fmtUTC(sorted[0]), appointmentId: sorted[0].id, serviceDate: latestStr },
+              { label: `${todayLabel} (Today)`, appointmentId: null, serviceDate: todayStr },
             ],
           },
         };
       }
+    } else {
+      serviceDate = todayStr;
     }
-
-    if (sorted.length > 0) {
-      const rawDate = new Date(sorted[0].date);
-      serviceDate = `${rawDate.getUTCFullYear()}-${String(rawDate.getUTCMonth() + 1).padStart(2, "0")}-${String(rawDate.getUTCDate()).padStart(2, "0")}`;
-      appointmentId = sorted[0].id ?? null;
-    }
-  }
-
-  if (!serviceDate) {
-    // No appointment on file and no date in message — default to today
-    const now = new Date();
-    serviceDate = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
   }
 
   const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";

apps/Backend/src/queue/processors/_shared.ts

@@ -137,7 +137,6 @@ export async function createOrUpdatePatientByInsuranceId(options: {
       updates.firstName = incomingFirst;
     if (incomingLast && String(patient.lastName ?? "").trim() !== incomingLast)
       updates.lastName = incomingLast;
-    // Store DOB if not already set
     if (dobDate && !patient.dateOfBirth) updates.dateOfBirth = dobDate;
     if (Object.keys(updates).length > 0) {
       console.log(`[createOrUpdatePatient] updating patient id=${patient.id} with`, updates);
@@ -163,15 +162,8 @@ export async function createOrUpdatePatientByInsuranceId(options: {
   try {
     patientData = insertPatientSchema.parse(createPayload);
   } catch (e1) {
-    console.warn(`[createOrUpdatePatient] schema parse failed (attempt 1):`, e1);
-    const safePayload = { ...createPayload };
-    delete safePayload.dateOfBirth;
-    try {
-      patientData = insertPatientSchema.parse(safePayload);
-    } catch (e2) {
-      console.warn(`[createOrUpdatePatient] schema parse failed (attempt 2):`, e2);
-      patientData = safePayload as InsertPatient;
-    }
+    console.warn(`[createOrUpdatePatient] schema parse failed:`, e1);
+    patientData = createPayload as InsertPatient;
   }
 
   try {

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

@@ -26,11 +26,14 @@ type Step =
   | "ai-loading"
   | "patient-found"
   | "eligibility-id-ready"
+  | "batch-eligibility-ready"
   | "check-and-claim-ready"
   | "need-insurance-clarification"
   | "need-appointment-selection"
   | "need-cdt-clarification"
   | "claim-ready"
+  | "batch-claim-ready"
+  | "batch-check-and-claim-ready"
   | "preauth-ready";
 
 interface Message {
@@ -160,6 +163,7 @@ export function ChatbotButton() {
   const [freeTextInput, setFreeTextInput] = useState("");
   const [patientResult, setPatientResult] = useState<PatientResult | null>(null);
   const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null; appointmentDate?: string | null } | null>(null);
+  const [batchEligibilityData, setBatchEligibilityData] = 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<{
@@ -181,6 +185,16 @@ export function ChatbotButton() {
     appointmentId: number | null;
     renderingProvider: string | null;
   } | null>(null);
+  const [batchCheckAndClaimData, setBatchCheckAndClaimData] = useState<{
+    queue: { memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null }[];
+    matchedCodes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
+    renderingProvider: string | null;
+  } | null>(null);
+  const [batchClaimData, setBatchClaimData] = useState<{
+    queue: { patient: PatientResult; siteKey: string; serviceDate: string | null; appointmentId: number | null }[];
+    matchedCodes: { code: string; description: string; toothNumber?: string; toothSurface?: string; quad?: string }[];
+    renderingProvider: string | null;
+  } | null>(null);
   const [preauthReadyData, setPreauthReadyData] = useState<{
     patient: PatientResult | null;
     matchedCodes: { code: string; description: string; toothNumber?: string }[];
@@ -257,11 +271,14 @@ export function ChatbotButton() {
     setFreeTextInput("");
     setPatientResult(null);
     setEligibilityIdData(null);
+    setBatchEligibilityData(null);
     setCheckAndClaimData(null);
     setClarificationData(null);
     setApptSelectionData(null);
     setCdtClarificationData(null);
     setClaimReadyData(null);
+    setBatchClaimData(null);
+    setBatchCheckAndClaimData(null);
     setPreauthReadyData(null);
     setPendingFiles([]);
   };
@@ -326,18 +343,30 @@ export function ChatbotButton() {
   };
 
   const handleEligibilityFromPatient = () => {
-    if (!patientResult) return;
+    if (!patientResult?.insuranceId || !patientResult?.dateOfBirth) return;
     addMsg("user", "Check eligibility now");
     addMsg("bot", "Opening the eligibility check page...");
-    if (patientResult.insuranceId && patientResult.dateOfBirth) {
-      sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
-        memberId: patientResult.insuranceId,
-        dob: patientResult.dateOfBirth,
-        autoCheck: getAutoCheck(patientResult.dateOfBirth),
-      }));
-      window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
+    prefillAndNavigate(patientResult.insuranceId, patientResult.dateOfBirth, getAutoCheck(patientResult.dateOfBirth));
+  };
+
+  const handleEligibilityAndAppointmentFromPatient = async () => {
+    if (!patientResult?.insuranceId || !patientResult?.dateOfBirth) return;
+    addMsg("user", "Check eligibility & add to schedule (today)");
+    addMsg("bot", "Creating appointment for today...", true);
+    try {
+      const res = await apiRequest("POST", "/api/ai/create-appointment-today", {
+        patientId: patientResult.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...`);
+    } catch {
+      replaceLastMsg("Could not create appointment — opening eligibility check page...");
     }
-    setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
+    prefillAndNavigate(patientResult.insuranceId, patientResult.dateOfBirth, getAutoCheck(patientResult.dateOfBirth));
   };
 
   const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
@@ -354,6 +383,17 @@ export function ChatbotButton() {
     prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
   };
 
+  const handleBatchEligibilityRun = () => {
+    if (!batchEligibilityData || batchEligibilityData.length === 0) return;
+    addMsg("user", `Check all ${batchEligibilityData.length} patients`);
+    addMsg("bot", `Checking ${batchEligibilityData.length} patients one by one...`);
+    const [first, ...rest] = batchEligibilityData;
+    if (rest.length > 0) {
+      sessionStorage.setItem("chatbot_eligibility_queue", JSON.stringify(rest));
+    }
+    prefillAndNavigate(first!.memberId, first!.dob, first!.autoCheck);
+  };
+
   const handleEligibilityAndAppointment = async (targetDate?: string) => {
     if (!eligibilityIdData) return;
     const dateLabel = targetDate
@@ -445,6 +485,12 @@ export function ChatbotButton() {
         return;
       }
 
+      if (data.action === "batch_eligibility_ready" && data.actionData?.queue) {
+        setBatchEligibilityData(data.actionData.queue);
+        setStep("batch-eligibility-ready");
+        return;
+      }
+
       if (data.action === "eligibility_id_ready" && data.actionData) {
         setEligibilityIdData({
           memberId: data.actionData.memberId,
@@ -510,6 +556,26 @@ export function ChatbotButton() {
         return;
       }
 
+      if (data.action === "batch_check_and_claim_ready" && data.actionData) {
+        setBatchCheckAndClaimData({
+          queue: data.actionData.queue ?? [],
+          matchedCodes: data.actionData.matchedCodes ?? [],
+          renderingProvider: data.actionData.renderingProvider ?? null,
+        });
+        setStep("batch-check-and-claim-ready");
+        return;
+      }
+
+      if (data.action === "batch_claim_ready" && data.actionData) {
+        setBatchClaimData({
+          queue: data.actionData.queue ?? [],
+          matchedCodes: data.actionData.matchedCodes ?? [],
+          renderingProvider: data.actionData.renderingProvider ?? null,
+        });
+        setStep("batch-claim-ready");
+        return;
+      }
+
       if (data.action === "claim_only_ready" && data.actionData) {
         const { patient, matchedCodes, siteKey, serviceDate, appointmentId, renderingProvider } = data.actionData;
         setClaimReadyData({
@@ -556,7 +622,10 @@ export function ChatbotButton() {
     step === "ai-loading" ||
     step === "patient-found" ||
     step === "eligibility-id-ready" ||
+    step === "batch-eligibility-ready" ||
     step === "check-and-claim-ready" ||
+    step === "batch-claim-ready" ||
+    step === "batch-check-and-claim-ready" ||
     step === "need-insurance-clarification" ||
     step === "need-appointment-selection";
 
@@ -684,7 +753,7 @@ export function ChatbotButton() {
                     >
                       Continue <ChevronRight className="h-3 w-3 ml-1" />
                     </Button>
-                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
+                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>
                       Cancel
                     </Button>
                   </div>
@@ -726,19 +795,29 @@ export function ChatbotButton() {
                   {patientResult.dateOfBirth && (
                     <p className="text-xs text-gray-500">DOB: {patientResult.dateOfBirth}</p>
                   )}
-                  <div className="flex gap-2 pt-1">
-                    {patientResult.insuranceId && (
-                      <Button
-                        size="sm"
-                        className="flex-1 h-8 text-xs bg-primary hover:bg-primary/90"
-                        onClick={handleEligibilityFromPatient}
-                      >
-                        <Stethoscope className="h-3 w-3 mr-1" />
-                        Check Eligibility
-                      </Button>
+                  <div className="flex flex-col gap-2 pt-1">
+                    {patientResult.insuranceId && patientResult.dateOfBirth && (
+                      <>
+                        <Button
+                          size="sm"
+                          className="w-full h-8 text-xs bg-primary hover:bg-primary/90"
+                          onClick={handleEligibilityFromPatient}
+                        >
+                          <Stethoscope className="h-3 w-3 mr-1" />
+                          Check Eligibility
+                        </Button>
+                        <Button
+                          size="sm"
+                          className="w-full h-8 text-xs bg-emerald-600 hover:bg-emerald-700 text-white"
+                          onClick={handleEligibilityAndAppointmentFromPatient}
+                        >
+                          <Calendar className="h-3 w-3 mr-1" />
+                          Eligibility &amp; Appointment Today
+                        </Button>
+                      </>
                     )}
-                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
-                      Done
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
+                      Cancel
                     </Button>
                   </div>
                 </div>
@@ -785,7 +864,39 @@ export function ChatbotButton() {
                         {new Date(eligibilityIdData.appointmentDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })}
                       </Button>
                     )}
-                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={reset}>
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
+                      Cancel
+                    </Button>
+                  </div>
+                </div>
+              )}
+
+              {/* Batch eligibility ready */}
+              {step === "batch-eligibility-ready" && batchEligibilityData && (
+                <div className="bg-indigo-50 border border-indigo-200 rounded-xl p-3 space-y-2">
+                  <p className="text-xs font-semibold text-indigo-800">
+                    {batchEligibilityData.length} patients to check:
+                  </p>
+                  {batchEligibilityData.map((item, i) => {
+                    const name = item.patient
+                      ? `${item.patient.firstName ?? ""} ${item.patient.lastName ?? ""}`.trim()
+                      : `ID: ${item.memberId}`;
+                    return (
+                      <p key={i} className="text-xs text-indigo-600 pl-2">
+                        {i + 1}. {name} — DOB: {item.dob}
+                      </p>
+                    );
+                  })}
+                  <div className="flex flex-col gap-2 pt-1">
+                    <Button
+                      size="sm"
+                      className="w-full h-8 text-xs bg-indigo-600 hover:bg-indigo-700 text-white"
+                      onClick={handleBatchEligibilityRun}
+                    >
+                      <Stethoscope className="h-3 w-3 mr-1" />
+                      Check All ({batchEligibilityData.length} patients)
+                    </Button>
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
                       Cancel
                     </Button>
                   </div>
@@ -820,7 +931,7 @@ export function ChatbotButton() {
                       <Stethoscope className="h-3 w-3 mr-1" />
                       Check &amp; Claim
                     </Button>
-                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
+                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>
                       Cancel
                     </Button>
                   </div>
@@ -884,7 +995,7 @@ export function ChatbotButton() {
                       </button>
                     ))}
                   </div>
-                  <Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={reset}>
+                  <Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={resetStep}>
                     Cancel
                   </Button>
                 </div>
@@ -931,6 +1042,135 @@ export function ChatbotButton() {
                 </div>
               )}
 
+              {/* Batch check & claim ready */}
+              {step === "batch-check-and-claim-ready" && batchCheckAndClaimData && (
+                <div className="bg-purple-50 border border-purple-200 rounded-xl p-3 space-y-2">
+                  <p className="text-xs font-semibold text-purple-800">
+                    Check &amp; Claim for {batchCheckAndClaimData.queue.length} patients:
+                  </p>
+                  {batchCheckAndClaimData.queue.map((item, i) => {
+                    const name = item.patient
+                      ? `${item.patient.firstName ?? ""} ${item.patient.lastName ?? ""}`.trim()
+                      : `ID: ${item.memberId}`;
+                    return (
+                      <p key={i} className="text-xs text-purple-600 pl-2">
+                        {i + 1}. {name} — DOB: {item.dob}
+                      </p>
+                    );
+                  })}
+                  {batchCheckAndClaimData.matchedCodes.length > 0 && (
+                    <div className="space-y-0.5 pt-0.5">
+                      <p className="text-xs font-medium text-purple-700">Claim after ACTIVE:</p>
+                      {batchCheckAndClaimData.matchedCodes.map((c) => (
+                        <p key={c.code} className="text-xs text-gray-700 pl-2">
+                          <span className="font-medium">{c.code}</span> — {c.description}
+                        </p>
+                      ))}
+                    </div>
+                  )}
+                  <div className="flex flex-col gap-2 pt-1">
+                    <Button
+                      size="sm"
+                      className="w-full h-8 text-xs bg-purple-600 hover:bg-purple-700 text-white"
+                      onClick={() => {
+                        const { queue, matchedCodes, renderingProvider } = batchCheckAndClaimData;
+                        addMsg("user", `Check & claim all ${queue.length} patients`);
+                        addMsg("bot", `Checking eligibility and claiming for ${queue.length} patients one by one...`);
+                        const [first, ...rest] = queue;
+                        if (rest.length > 0) {
+                          sessionStorage.setItem("chatbot_check_claim_queue", JSON.stringify({
+                            remaining: rest,
+                            matchedCodes,
+                            renderingProvider,
+                          }));
+                        }
+                        sessionStorage.setItem("chatbot_claim_codes", JSON.stringify({
+                          codes: matchedCodes,
+                          siteKey: first!.siteKey,
+                          patientId: first!.patient?.id ?? null,
+                          memberId: first!.memberId,
+                          dob: first!.dob,
+                          serviceDate: null,
+                          renderingProvider,
+                        }));
+                        prefillAndNavigate(first!.memberId, first!.dob, first!.autoCheck);
+                      }}
+                    >
+                      <Stethoscope className="h-3 w-3 mr-1" />
+                      Check &amp; Claim All ({batchCheckAndClaimData.queue.length} patients)
+                    </Button>
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
+                      Cancel
+                    </Button>
+                  </div>
+                </div>
+              )}
+
+              {/* Batch claim ready */}
+              {step === "batch-claim-ready" && batchClaimData && (
+                <div className="bg-orange-50 border border-orange-200 rounded-xl p-3 space-y-2">
+                  <p className="text-xs font-semibold text-orange-800">
+                    Claim for {batchClaimData.queue.length} patients:
+                  </p>
+                  {batchClaimData.queue.map((item, i) => (
+                    <p key={i} className="text-xs text-orange-600 pl-2">
+                      {i + 1}. {item.patient.firstName} {item.patient.lastName}
+                    </p>
+                  ))}
+                  {batchClaimData.matchedCodes.length > 0 && (
+                    <div className="space-y-0.5 pt-0.5">
+                      <p className="text-xs font-medium text-orange-700">Procedures:</p>
+                      {batchClaimData.matchedCodes.map((c) => (
+                        <p key={c.code} className="text-xs text-gray-700 pl-2">
+                          <span className="font-medium">{c.code}</span> — {c.description}
+                        </p>
+                      ))}
+                    </div>
+                  )}
+                  <div className="flex flex-col gap-2 pt-1">
+                    <Button
+                      size="sm"
+                      className="w-full h-8 text-xs bg-orange-600 hover:bg-orange-700 text-white"
+                      onClick={() => {
+                        const { queue, matchedCodes, renderingProvider } = batchClaimData;
+                        addMsg("user", `Claim all ${queue.length} patients`);
+                        addMsg("bot", `Claiming ${queue.length} patients one by one...`);
+                        const [first, ...rest] = queue;
+                        if (rest.length > 0) {
+                          sessionStorage.setItem("chatbot_claim_queue", JSON.stringify({
+                            remaining: rest,
+                            matchedCodes,
+                            renderingProvider,
+                          }));
+                        }
+                        if (first!.patient.id && matchedCodes.length > 0) {
+                          sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({
+                            codes: matchedCodes,
+                            siteKey: first!.siteKey,
+                            serviceDate: first!.serviceDate,
+                            autoSubmit: true,
+                            renderingProvider: renderingProvider ?? null,
+                            dob: first!.patient.dateOfBirth ?? null,
+                          }));
+                        }
+                        setChatbotPendingFiles(pendingFiles);
+                        markJobStarted();
+                        const url = first!.appointmentId
+                          ? `/claims?appointmentId=${first!.appointmentId}`
+                          : `/claims?newPatient=${first!.patient.id}`;
+                        setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
+                      }}
+                    >
+                      <FileText className="h-3 w-3 mr-1" />
+                      Claim All ({batchClaimData.queue.length} patients)
+                    </Button>
+                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={resetStep}>
+                      Cancel
+                    </Button>
+                  </div>
+                </div>
+              )}
+
               {/* Claim ready — confirm before submitting */}
               {step === "claim-ready" && claimReadyData && (() => {
                 const [sy, sm, sd] = (claimReadyData.serviceDate ?? "").split("-");

apps/Frontend/src/index.css

@@ -110,3 +110,13 @@
   min-width: 6rem;        /* Prevent shrinking */
   appearance: none;       /* Removes native styling */
 }
+
+@keyframes gradient-flash {
+  0%   { background-position: 100% 50%; }
+  50%  { background-position: 0% 50%; }
+  100% { background-position: 100% 50%; }
+}
+
+.animate-gradient-flash {
+  animation: gradient-flash 6s ease-in-out infinite;
+}

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

@@ -90,8 +90,9 @@ export default function AuthPage() {
             <h1 className="text-3xl font-bold text-primary mb-3 tracking-tight">
               My Dental Office Management
             </h1>
-            <p className="text-xs font-semibold uppercase tracking-[0.2em] text-gray-400">
-              Driven by multiple AI agents
+            <p className="text-sm font-semibold tracking-[0.15em] bg-clip-text text-transparent animate-gradient-flash"
+               style={{ backgroundImage: "linear-gradient(90deg, #7c3aed, #d946ef, #06b6d4, #7c3aed)", backgroundSize: "200% 100%" }}>
+              Driven By Multiple AI Agents
             </p>
           </div>
 

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

@@ -911,6 +911,79 @@ export default function ClaimsPage() {
         }
       }
     } catch {}
+
+    // If a chatbot batch check+claim queue is pending, navigate to eligibility for the next patient
+    try {
+      const raw = sessionStorage.getItem("chatbot_check_claim_queue");
+      if (raw) {
+        const parsed = JSON.parse(raw);
+        const remaining = parsed?.remaining as any[] | undefined;
+        const matchedCodes = parsed?.matchedCodes ?? [];
+        const renderingProvider = parsed?.renderingProvider ?? null;
+        if (remaining && remaining.length > 0) {
+          const [next, ...rest] = remaining;
+          if (rest.length > 0) {
+            sessionStorage.setItem("chatbot_check_claim_queue", JSON.stringify({ remaining: rest, matchedCodes, renderingProvider }));
+          } else {
+            sessionStorage.removeItem("chatbot_check_claim_queue");
+          }
+          sessionStorage.setItem("chatbot_claim_codes", JSON.stringify({
+            codes: matchedCodes,
+            siteKey: next.siteKey,
+            patientId: next.patient?.id ?? null,
+            memberId: next.memberId,
+            dob: next.dob,
+            serviceDate: null,
+            renderingProvider,
+          }));
+          sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
+            memberId: next.memberId,
+            dob: next.dob,
+            autoCheck: next.autoCheck,
+          }));
+          setTimeout(() => {
+            window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
+            setWouterLocation("/insurance-status");
+          }, 500);
+          return;
+        }
+        sessionStorage.removeItem("chatbot_check_claim_queue");
+      }
+    } catch {}
+
+    // If a chatbot batch claim queue is pending, open the next patient
+    try {
+      const raw = sessionStorage.getItem("chatbot_claim_queue");
+      if (raw) {
+        const parsed = JSON.parse(raw);
+        const remaining = parsed?.remaining as any[] | undefined;
+        const matchedCodes = parsed?.matchedCodes ?? [];
+        const renderingProvider = parsed?.renderingProvider ?? null;
+        if (remaining && remaining.length > 0) {
+          const [next, ...rest] = remaining;
+          if (rest.length > 0) {
+            sessionStorage.setItem("chatbot_claim_queue", JSON.stringify({ remaining: rest, matchedCodes, renderingProvider }));
+          } else {
+            sessionStorage.removeItem("chatbot_claim_queue");
+          }
+          if (next.patient?.id && matchedCodes.length > 0) {
+            sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({
+              codes: matchedCodes,
+              siteKey: next.siteKey,
+              serviceDate: next.serviceDate,
+              autoSubmit: true,
+              renderingProvider,
+              dob: next.patient.dateOfBirth ?? null,
+            }));
+          }
+          setTimeout(() => {
+            setWouterLocation(`/claims?newPatient=${next.patient.id}`);
+          }, 500);
+          return;
+        }
+        sessionStorage.removeItem("chatbot_claim_queue");
+      }
+    } catch {}
   };
 
   // Pre Auth section

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

@@ -385,6 +385,7 @@ export default function InsuranceStatusPage() {
         setPreviewFallbackFilename(jobResult.pdfFilename ?? `eligibility_${memberId}.pdf`);
         setPreviewOpen(true);
       }
+      processNextInQueue();
     } 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" });
@@ -574,6 +575,7 @@ export default function InsuranceStatusPage() {
       if (claimed) return;
       setSelectedPatient(null);
       await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
+      processNextInQueue();
 
       // Open all PDFs side by side in the modal
       if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId) {
@@ -643,6 +645,7 @@ export default function InsuranceStatusPage() {
 
       setSelectedPatient(null);
       await queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
+      processNextInQueue();
 
       // Open 4-panel modal
       if (jobResult.pdfFileId || jobResult.memberDetailsPdfFileId || jobResult.historyPdfFileId || jobResult.accumulatorPdfFileId) {
@@ -773,6 +776,29 @@ export default function InsuranceStatusPage() {
     } catch {}
   };
 
+  const processNextInQueue = () => {
+    try {
+      const raw = sessionStorage.getItem("chatbot_eligibility_queue");
+      if (!raw) return;
+      const queue = JSON.parse(raw) as { memberId: string; dob: string; autoCheck: string }[];
+      if (!queue.length) {
+        sessionStorage.removeItem("chatbot_eligibility_queue");
+        return;
+      }
+      const [next, ...rest] = queue;
+      if (rest.length > 0) {
+        sessionStorage.setItem("chatbot_eligibility_queue", JSON.stringify(rest));
+      } else {
+        sessionStorage.removeItem("chatbot_eligibility_queue");
+      }
+      toast({ title: `${rest.length + 1} patient${rest.length > 0 ? "s" : ""} remaining`, description: `Starting next: ${next!.memberId}` });
+      setTimeout(() => {
+        sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId: next!.memberId, dob: next!.dob, autoCheck: next!.autoCheck }));
+        window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
+      }, 1500);
+    } catch {}
+  };
+
   // Redirect from schedule page "Check Eligibility": prefill patient + optionally auto-trigger or scroll
   useEffect(() => {
     const params = new URLSearchParams(window.location.search);
@@ -1018,6 +1044,7 @@ export default function InsuranceStatusPage() {
                         setPreviewFallbackFilename(fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`);
                         setPreviewOpen(true);
                       }
+                      processNextInQueue();
                     }}
                   />
                 </div>
@@ -1039,6 +1066,7 @@ export default function InsuranceStatusPage() {
                         setPreviewFallbackFilename(fallbackFilename ?? `eligibility_deltains_${memberId}.pdf`);
                         setPreviewOpen(true);
                       }
+                      processNextInQueue();
                     }}
                   />
                 </div>
@@ -1057,6 +1085,7 @@ export default function InsuranceStatusPage() {
                         fallbackFilename ?? `eligibility_bcbs_ma_${memberId}.pdf`,
                       );
                       setPreviewOpen(true);
+                      processNextInQueue();
                     }}
                   />
                 </div>
@@ -1081,6 +1110,7 @@ export default function InsuranceStatusPage() {
                         setPreviewFallbackFilename(fallbackFilename ?? `eligibility_tuftssco_${memberId}.pdf`);
                         setPreviewOpen(true);
                       }
+                      processNextInQueue();
                     }}
                   />
                 </div>
@@ -1102,6 +1132,7 @@ export default function InsuranceStatusPage() {
                         setPreviewFallbackFilename(fallbackFilename ?? `eligibility_unitedsco_${memberId}.pdf`);
                         setPreviewOpen(true);
                       }
+                      processNextInQueue();
                     }}
                   />
                 </div>
@@ -1123,6 +1154,7 @@ export default function InsuranceStatusPage() {
                         setPreviewFallbackFilename(fallbackFilename ?? `eligibility_cca_${memberId}.pdf`);
                         setPreviewOpen(true);
                       }
+                      processNextInQueue();
                     }}
                   />
                 </div>

packages/db/types/patient-types.ts

@@ -51,14 +51,14 @@ export const insertPatientSchema = (
     createdAt: true,
   })
   .extend({
-    firstName: z.string().min(1, "First name is required"),
-    lastName: z.string().min(1, "Last name is required"),
+    firstName: z.string().optional().default(""),
+    lastName: z.string().optional().default(""),
     dateOfBirth: z.preprocess(
       (val) => (val === null || val === undefined || val === "" ? undefined : val),
       z.coerce.date({ required_error: "Date of birth is required" })
     ),
     gender: z.string().optional().nullable(),
-    phone: z.string().min(1, "Phone number is required"),
+    phone: z.string().optional().nullable(),
     insuranceId: insuranceIdSchema,
   });