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>
This commit is contained in:
Gitead
@@ -21,7 +21,10 @@ type Step =
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| "eligibility-input"
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| "eligibility-confirm"
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| "ai-loading"
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| "patient-found";
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| "patient-found"
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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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interface Message {
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id: number;
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@@ -45,6 +48,15 @@ interface EligibilityData {
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dobISO: string;
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}
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interface CheckAndClaimData {
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patient: PatientResult | null;
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memberId: string;
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dob: string; // ISO YYYY-MM-DD
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siteKey: string;
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autoCheck: string;
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matchedCodes: { code: string; description: string }[];
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}
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let msgCounter = 0;
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function makeMsg(role: "bot" | "user", text: string, isLoading = false): Message {
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return { id: ++msgCounter, role, text, isLoading };
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@@ -97,6 +109,9 @@ export function ChatbotButton() {
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const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
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const [freeTextInput, setFreeTextInput] = useState("");
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const [patientResult, setPatientResult] = useState<PatientResult | null>(null);
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const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null } | null>(null);
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const [checkAndClaimData, setCheckAndClaimData] = useState<CheckAndClaimData | null>(null);
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const [clarificationData, setClarificationData] = useState<{ memberId: string; dob: string; patient: PatientResult | null; procedureNames: string[]; options: string[] } | 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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@@ -134,6 +149,9 @@ export function ChatbotButton() {
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setEligibilityData(null);
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setFreeTextInput("");
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setPatientResult(null);
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setEligibilityIdData(null);
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setCheckAndClaimData(null);
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setClarificationData(null);
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};
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const handleClose = () => {
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@@ -199,6 +217,37 @@ export function ChatbotButton() {
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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};
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const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
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sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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};
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const handleEligibilityIdRun = () => {
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if (!eligibilityIdData) return;
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addMsg("user", "Check eligibility now");
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addMsg("bot", "Opening the eligibility check page...");
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prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
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};
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const handleCheckAndClaimRun = () => {
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if (!checkAndClaimData) return;
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addMsg("user", "Run check & claim");
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addMsg("bot", "Opening the eligibility check page...");
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// Store claim codes so the eligibility page can offer auto-claim after ACTIVE result
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sessionStorage.setItem(
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"chatbot_claim_codes",
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JSON.stringify({
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codes: checkAndClaimData.matchedCodes,
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siteKey: checkAndClaimData.siteKey,
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patientId: checkAndClaimData.patient?.id ?? null,
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memberId: checkAndClaimData.memberId,
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dob: checkAndClaimData.dob,
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})
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);
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prefillAndNavigate(checkAndClaimData.memberId, checkAndClaimData.dob, checkAndClaimData.autoCheck);
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};
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const handleFreeTextSubmit = async () => {
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const text = freeTextInput.trim();
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if (!text || step === "ai-loading") return;
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@@ -227,6 +276,43 @@ export function ChatbotButton() {
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return;
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}
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if (data.action === "eligibility_id_ready" && data.actionData) {
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setEligibilityIdData({
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memberId: data.actionData.memberId,
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dob: data.actionData.dob,
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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patient: data.actionData.patient ?? null,
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});
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setStep("eligibility-id-ready");
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return;
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}
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if (data.action === "check_and_claim_ready" && data.actionData) {
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setCheckAndClaimData({
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patient: data.actionData.patient ?? null,
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memberId: data.actionData.memberId,
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dob: data.actionData.dob,
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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matchedCodes: data.actionData.matchedCodes ?? [],
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});
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setStep("check-and-claim-ready");
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return;
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}
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if (data.action === "need_insurance_clarification" && data.actionData) {
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setClarificationData({
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memberId: data.actionData.memberId,
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dob: data.actionData.dob,
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patient: data.actionData.patient ?? null,
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procedureNames: data.actionData.procedureNames ?? [],
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options: data.actionData.options ?? [],
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});
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setStep("need-insurance-clarification");
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return;
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}
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setStep("menu");
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} catch {
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replaceLastMsg("Sorry, something went wrong. Please try again.");
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@@ -241,7 +327,13 @@ export function ChatbotButton() {
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}
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};
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const showFreeTextInput = step === "menu" || step === "ai-loading";
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const showFreeTextInput =
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step === "menu" ||
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step === "ai-loading" ||
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step === "patient-found" ||
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step === "eligibility-id-ready" ||
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step === "check-and-claim-ready" ||
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step === "need-insurance-clarification";
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return (
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<>
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@@ -416,6 +508,129 @@ export function ChatbotButton() {
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</div>
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)}
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{/* Eligibility by ID ready */}
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{step === "eligibility-id-ready" && eligibilityIdData && (
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<div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
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{eligibilityIdData.patient && (
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<p className="text-xs font-semibold text-blue-800">
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{eligibilityIdData.patient.firstName} {eligibilityIdData.patient.lastName}
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</p>
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)}
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<p className="text-xs text-blue-600">ID: {eligibilityIdData.memberId}</p>
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<p className="text-xs text-gray-500">DOB: {eligibilityIdData.dob}</p>
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{eligibilityIdData.patient?.insuranceProvider && (
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<p className="text-xs text-gray-500">{eligibilityIdData.patient.insuranceProvider}</p>
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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-primary hover:bg-primary/90"
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onClick={handleEligibilityIdRun}
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>
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<Stethoscope className="h-3 w-3 mr-1" />
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Check Eligibility
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</Button>
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<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
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Cancel
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</Button>
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</div>
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</div>
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)}
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{/* Check & Claim ready */}
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{step === "check-and-claim-ready" && checkAndClaimData && (
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<div className="bg-teal-50 border border-teal-200 rounded-xl p-3 space-y-2">
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{checkAndClaimData.patient && (
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<p className="text-xs font-semibold text-teal-800">
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{checkAndClaimData.patient.firstName} {checkAndClaimData.patient.lastName}
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</p>
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)}
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<p className="text-xs text-teal-600">ID: {checkAndClaimData.memberId} · DOB: {checkAndClaimData.dob}</p>
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{checkAndClaimData.matchedCodes.length > 0 && (
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<div className="space-y-0.5">
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<p className="text-xs font-medium text-teal-700">Claim after ACTIVE:</p>
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{checkAndClaimData.matchedCodes.map((c) => (
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<p key={c.code} className="text-xs text-gray-600 pl-2">
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{c.code} — {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-teal-600 hover:bg-teal-700 text-white"
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onClick={handleCheckAndClaimRun}
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>
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<Stethoscope className="h-3 w-3 mr-1" />
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Check & Claim
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</Button>
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<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
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Cancel
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</Button>
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</div>
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</div>
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)}
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{/* Need insurance clarification */}
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{step === "need-insurance-clarification" && clarificationData && (
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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">Which insurance?</p>
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<p className="text-xs text-gray-500">ID: {clarificationData.memberId}</p>
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<div className="flex flex-col gap-1.5 pt-1">
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{clarificationData.options.map((opt) => (
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<button
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key={opt}
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className="text-left text-xs px-3 py-1.5 rounded-lg border border-amber-300 hover:bg-amber-100 transition-colors"
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onClick={() => {
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addMsg("user", opt);
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addMsg("bot", "Thinking...", true);
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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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})
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.then((r) => r.json())
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.then((data) => {
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replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
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if (data.action === "check_and_claim_ready" && data.actionData) {
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setCheckAndClaimData({
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patient: data.actionData.patient ?? null,
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memberId: data.actionData.memberId,
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dob: data.actionData.dob,
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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matchedCodes: data.actionData.matchedCodes ?? [],
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});
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setStep("check-and-claim-ready");
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} else if (data.action === "eligibility_id_ready" && data.actionData) {
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setEligibilityIdData({
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memberId: data.actionData.memberId,
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dob: data.actionData.dob,
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siteKey: data.actionData.siteKey,
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autoCheck: data.actionData.autoCheck,
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patient: data.actionData.patient ?? null,
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});
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setStep("eligibility-id-ready");
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} else {
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setStep("menu");
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}
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})
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.catch(() => {
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replaceLastMsg("Sorry, something went wrong.");
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setStep("menu");
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});
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}}
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>
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{opt}
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</button>
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))}
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</div>
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<Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={reset}>
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Cancel
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</Button>
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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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