feat: Users AI Chat multi-step workflows with CDT lookup and alias management
- Add eligibility_by_id and check_and_claim intents to internal chat - New cdt-lookup.ts: keyword search against fee schedule JSON (no LLM) - New internal-chat-workflow.ts: deterministic orchestration — patient resolution, insurance siteKey derivation, CDT code mapping - Custom CDT aliases stored per-user in DB (TwilioSettings JSON blob) with GET/PUT /api/ai/cdt-aliases endpoints - Chatbot UI: new steps for eligibility-id-ready, check-and-claim-ready, and need-insurance-clarification with insurance picker - Settings UI: CDT Aliases CRUD table with built-in alias reference Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Gitead
@@ -1,6 +1,7 @@
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import express, { Request, Response } from "express";
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import { storage } from "../storage";
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import { classifyInternalChat } from "../ai/internal-chat-graph";
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import { runInternalChatWorkflow } from "../ai/internal-chat-workflow";
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const router = express.Router();
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@@ -124,6 +125,40 @@ router.put("/internal-chat-settings", async (req: Request, res: Response): Promi
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}
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});
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// GET /api/ai/cdt-aliases
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router.get("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const aliases = await storage.getCdtAliases(userId);
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return res.status(200).json(aliases);
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} catch (err) {
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return res.status(500).json({ error: "Failed to fetch CDT aliases", details: String(err) });
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}
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});
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// PUT /api/ai/cdt-aliases
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router.put("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const aliases = req.body;
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if (!Array.isArray(aliases)) {
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return res.status(400).json({ message: "Body must be an array of { phrase, cdtCode }" });
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}
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const cleaned = aliases
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.filter((a: any) => typeof a?.phrase === "string" && typeof a?.cdtCode === "string")
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.map((a: any) => ({
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phrase: a.phrase.trim().toLowerCase(),
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cdtCode: a.cdtCode.trim().toUpperCase(),
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}));
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await storage.saveCdtAliases(userId, cleaned);
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return res.status(200).json(cleaned);
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} catch (err) {
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return res.status(500).json({ error: "Failed to save CDT aliases", details: String(err) });
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}
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});
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// POST /api/ai/internal-chat
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router.post("/internal-chat", async (req: Request, res: Response): Promise<any> => {
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try {
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@@ -140,107 +175,19 @@ router.post("/internal-chat", async (req: Request, res: Response): Promise<any>
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});
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}
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const extraSystemPrompt = await storage.getInternalChatSystemPrompt(userId);
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const classification = await classifyInternalChat(message.trim(), aiSettings.apiKey, extraSystemPrompt || undefined);
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const [extraSystemPrompt, customAliases] = await Promise.all([
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storage.getInternalChatSystemPrompt(userId),
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storage.getCdtAliases(userId),
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]);
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// Handle navigation intents immediately
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if (classification.intent === "navigate_claims") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/claims" } });
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}
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if (classification.intent === "navigate_schedule") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/appointments" } });
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}
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const classification = await classifyInternalChat(
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message.trim(),
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aiSettings.apiKey,
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extraSystemPrompt || undefined
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);
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// Handle patient intents — search DB
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if (classification.intent === "check_eligibility" || classification.intent === "find_patient") {
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const name = classification.patientName?.trim();
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if (!name) {
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return res.status(200).json({ reply: "Please include the patient's name in your message." });
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}
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const patients = await storage.searchPatients({
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filters: {
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OR: [
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{ firstName: { contains: name, mode: "insensitive" } },
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{ lastName: { contains: name, mode: "insensitive" } },
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{
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AND: name.split(/\s+/).map((part: string) => ({
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OR: [
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{ firstName: { contains: part, mode: "insensitive" } },
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{ lastName: { contains: part, mode: "insensitive" } },
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],
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})),
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},
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],
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},
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limit: 5,
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offset: 0,
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});
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if (!patients || patients.length === 0) {
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return res.status(200).json({
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reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
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});
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}
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const patient = patients[0]!;
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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if (classification.intent === "find_patient") {
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const ins = patient.insuranceProvider ? ` · ${patient.insuranceProvider}` : "";
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const id = patient.insuranceId ? ` (ID: ${patient.insuranceId})` : "";
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return res.status(200).json({
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reply: `Found: ${fullName}${ins}${id}`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId ?? null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// check_eligibility
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if (!patient.insuranceId) {
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return res.status(200).json({
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reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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return res.status(200).json({
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reply: `Found ${fullName}. Ready to check eligibility.`,
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action: "check_eligibility_prefill",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// General intent — return Gemini's reply
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return res.status(200).json({ reply: classification.fallbackReply });
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const response = await runInternalChatWorkflow(classification, userId, storage, customAliases);
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return res.status(200).json(response);
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} catch (err) {
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return res.status(500).json({ error: "Internal chat error", details: String(err) });
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}
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