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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168
apps/Backend/src/ai/cdt-lookup.ts
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168
apps/Backend/src/ai/cdt-lookup.ts
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@@ -0,0 +1,168 @@
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/**
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* CDT code lookup — pure keyword search against the fee schedule JSON.
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* No LLM needed: descriptions are already in plain English.
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*
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* Input: free-text procedure names from the chat ("perio exam", "adult cleaning", "D0120")
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* Output: matched CDT code + description
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*/
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import path from "path";
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import { readFileSync } from "fs";
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interface ProcedureCode {
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"Procedure Code": string;
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Description: string;
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}
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interface CdtMatch {
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code: string;
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description: string;
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input: string;
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}
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// Load once at module init
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const DATA_PATH = path.join(__dirname, "../data/procedureCodes.json");
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const ALL_CODES: ProcedureCode[] = JSON.parse(readFileSync(DATA_PATH, "utf8"));
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// Pre-build token sets for every code so scoring is O(1) per token
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const CODE_TOKENS: { code: string; description: string; tokens: Set<string> }[] =
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ALL_CODES.map((row) => ({
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code: row["Procedure Code"],
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description: row.Description,
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tokens: new Set(
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row.Description.toLowerCase()
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.replace(/[^a-z0-9\s]/g, " ")
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.split(/\s+/)
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.filter(Boolean)
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),
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}));
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// Common aliases that don't appear verbatim in descriptions
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const ALIAS_MAP: Record<string, string> = {
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"perio exam": "periodic oral evaluation",
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"periodic exam": "periodic oral evaluation",
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"recall exam": "periodic oral evaluation",
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"adult cleaning": "prophylaxis adult",
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"adult prophy": "prophylaxis adult",
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"adult prophylaxis": "prophylaxis adult",
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"child cleaning": "prophylaxis child",
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"child prophy": "prophylaxis child",
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"pedo cleaning": "prophylaxis child",
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"full mouth xray": "intraoral complete series",
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"fmx": "intraoral complete series",
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"pano": "panoramic",
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"panorex": "panoramic",
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"bitewing": "bitewing",
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"bw": "bitewing two",
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"comp exam": "comprehensive oral evaluation",
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"comprehensive exam":"comprehensive oral evaluation",
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"new patient exam": "comprehensive oral evaluation",
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"limited exam": "limited oral evaluation",
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"emergency exam": "limited oral evaluation",
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"sealant": "sealant",
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"fluoride": "fluoride",
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"scaling root planing": "scaling root planing",
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"srp": "scaling root planing",
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"perio maintenance": "periodontal maintenance",
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"crown": "crown",
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"extraction": "extraction",
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"root canal": "root canal",
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"filling": "resin",
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};
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/**
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* Score how well a set of query tokens matches a code's description tokens.
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* Each matched token contributes 1 point; shorter descriptions get a bonus
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* so "prophylaxis - adult" beats "prophylaxis - child, up to 14 years of age".
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*/
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function score(queryTokens: string[], entry: { tokens: Set<string>; description: string }): number {
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let hits = 0;
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for (const t of queryTokens) {
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if (entry.tokens.has(t)) hits++;
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}
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if (hits === 0) return 0;
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// Tie-break: prefer shorter descriptions (more specific match)
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return hits - entry.description.length * 0.0001;
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}
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/**
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* Map a single free-text procedure name to the best CDT code.
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* Returns null if no reasonable match is found.
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*/
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function matchOne(input: string): CdtMatch | null {
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const cleaned = input.trim().toLowerCase();
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// Direct CDT code pass-through (e.g. "D0120")
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if (/^d\d{4}$/i.test(cleaned)) {
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const row = ALL_CODES.find(
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(r) => r["Procedure Code"].toLowerCase() === cleaned.toLowerCase()
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);
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return row
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? { code: row["Procedure Code"], description: row.Description, input }
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: null;
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}
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// Apply alias before tokenizing
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const normalized = ALIAS_MAP[cleaned] ?? cleaned;
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const queryTokens = normalized
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.replace(/[^a-z0-9\s]/g, " ")
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.split(/\s+/)
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.filter(Boolean);
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if (queryTokens.length === 0) return null;
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let bestScore = 0;
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let bestEntry: { code: string; description: string } | null = null;
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for (const entry of CODE_TOKENS) {
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const s = score(queryTokens, entry);
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if (s > bestScore) {
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bestScore = s;
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bestEntry = { code: entry.code, description: entry.description };
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}
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}
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// Require at least one full token match
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if (!bestEntry || bestScore < 0.9) return null;
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return { code: bestEntry.code, description: bestEntry.description, input };
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}
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/**
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* Map an array of free-text procedure names to CDT codes.
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* customAliases (from DB) are checked before the hardcoded ALIAS_MAP.
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* Unmatched names are returned with code = null and a note in description.
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*/
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export function lookupCdtCodes(
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procedureNames: string[],
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customAliases: { phrase: string; cdtCode: string }[] = []
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): (CdtMatch | { code: null; description: string; input: string })[] {
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// Build a lookup map from custom aliases (phrase → cdtCode), lowercased
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const customMap: Record<string, string> = {};
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for (const { phrase, cdtCode } of customAliases) {
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if (phrase && cdtCode) customMap[phrase.toLowerCase().trim()] = cdtCode.toUpperCase().trim();
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}
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return procedureNames.map((name) => {
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const cleaned = name.trim().toLowerCase();
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// 1. Custom alias exact match (highest priority)
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if (customMap[cleaned]) {
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const code = customMap[cleaned]!;
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const row = ALL_CODES.find((r) => r["Procedure Code"].toUpperCase() === code);
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return {
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code,
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description: row?.Description ?? code,
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input: name,
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};
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}
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// 2. Hardcoded alias + keyword search
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const match = matchOne(name);
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if (match) return match;
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return {
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code: null,
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description: `No CDT code found for "${name}"`,
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input: name,
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};
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});
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}
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@@ -1,39 +1,70 @@
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import { ChatGoogleGenerativeAI } from "@langchain/google-genai";
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// ─── Intent types ─────────────────────────────────────────────────────────────
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export type InternalChatIntent =
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| "check_eligibility"
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| "find_patient"
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| "check_eligibility" // by patient name → look up in DB
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| "eligibility_by_id" // by explicit memberId + dob (no name)
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| "check_and_claim" // eligibility + claim procedures
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| "find_patient" // look up patient record only
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| "navigate_claims"
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| "navigate_schedule"
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| "general";
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export interface ChatClassification {
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intent: InternalChatIntent;
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patientName?: string;
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// --- patient resolution (one of name OR id+dob) ---
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patientName?: string; // for check_eligibility / find_patient
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memberId?: string; // for eligibility_by_id / check_and_claim
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dob?: string; // for eligibility_by_id / check_and_claim (MM/DD/YYYY)
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// --- insurance hint (only if explicitly stated in the message) ---
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insuranceHint?: string; // raw text, e.g. "masshealth", "BCBS", "CCA"
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// --- procedures (raw text, NOT CDT codes — CDT lookup is done in workflow) ---
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procedureNames?: string[]; // for check_and_claim, e.g. ["perio exam", "adult cleaning"]
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fallbackReply: string;
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}
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const BASE_SYSTEM_PROMPT = `You are an internal assistant for a dental office management system.
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Staff members type natural language commands and you classify what they want.
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// ─── System prompt ────────────────────────────────────────────────────────────
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Respond ONLY with valid JSON (no markdown, no code fences) in this exact format:
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const BASE_SYSTEM_PROMPT = `You are an internal assistant for a dental office management app.
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Staff type natural language commands. Your ONLY job is to classify the intent and extract
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structured parameters. Do NOT map procedure names to CDT codes — return them as plain text.
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Respond ONLY with valid JSON (no markdown fences):
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{
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"intent": "<one of the intents below>",
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"patientName": "<full name if patient is mentioned, otherwise omit>",
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"fallbackReply": "<a short, helpful reply to show the user>"
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"intent": "<intent>",
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"patientName": "<full name if mentioned by name>",
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"memberId": "<member/insurance ID if given explicitly>",
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"dob": "<date of birth in MM/DD/YYYY if given>",
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"insuranceHint": "<insurance name only if explicitly stated in the message, e.g. 'masshealth', 'BCBS MA', 'CCA'>",
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"procedureNames": ["<raw procedure name>", ...],
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"fallbackReply": "<1-2 sentence reply to show the user>"
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}
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Omit any field that is not present in the message.
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Intents:
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- check_eligibility: user wants to check insurance eligibility for a patient (e.g. "check MARIA", "verify insurance for John Smith", "eligibility GONZALES")
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- find_patient: user wants to look up a patient record only (e.g. "find patient John", "look up Smith", "show me GONZALES record")
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- navigate_claims: user wants to open the claims page
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- navigate_schedule: user wants to open the appointments/schedule page
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- general: anything else — answer helpfully based on dental office context
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- check_eligibility : user wants to check insurance for a patient identified by NAME only
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e.g. "check Maria Jesus", "verify insurance for John Smith"
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- eligibility_by_id : user provides a member ID and date of birth (no patient name)
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e.g. "check masshealth for 100xxxx, 10/10/1988"
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- check_and_claim : user wants to check eligibility AND submit procedures as claims
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e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
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e.g. "check Maria Jesus and claim D0120 D1110"
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- find_patient : look up a patient record only, no eligibility
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e.g. "find patient John", "look up Smith"
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- navigate_claims : open the claims page
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- navigate_schedule : open the appointments/schedule page
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- general : anything else
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Rules:
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- Extract the full patient name as-is from the message for check_eligibility and find_patient
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- Keep fallbackReply to 1-2 sentences max
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- For navigate intents, fallbackReply should say "Opening the [page] page..."`;
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- For check_and_claim, procedureNames should be the RAW user text
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(e.g. "perio exam", "adult cleaning", "D0120") — do NOT translate to codes
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- insuranceHint is only set when the user explicitly names an insurance in the message
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- Keep fallbackReply to 1-2 sentences
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- For navigate intents, fallbackReply = "Opening the [page] page..."`;
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// ─── Classifier ───────────────────────────────────────────────────────────────
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export async function classifyInternalChat(
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message: string,
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@@ -42,7 +73,8 @@ export async function classifyInternalChat(
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): Promise<ChatClassification> {
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const fallback: ChatClassification = {
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intent: "general",
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fallbackReply: "I can help you search for a patient, check eligibility, or navigate to claims or appointments.",
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fallbackReply:
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"I can search for a patient, check eligibility, run check & claim, or navigate to claims or appointments.",
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};
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if (!apiKey) return fallback;
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385
apps/Backend/src/ai/internal-chat-workflow.ts
Normal file
385
apps/Backend/src/ai/internal-chat-workflow.ts
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@@ -0,0 +1,385 @@
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/**
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* Internal chat workflow — deterministic orchestration after LLM classification.
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*
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* Steps (no LLM involved here):
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* 1. Resolve patient from DB (by name or memberId)
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* 2. Determine insurance siteKey from patient record OR message hint
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* 3. Map procedure names → CDT codes via keyword lookup (check_and_claim only)
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* 4. Return a typed ChatResponse the route handler sends to the frontend
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*/
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import { ChatClassification } from "./internal-chat-graph";
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import { lookupCdtCodes } from "./cdt-lookup";
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// ─── Types ────────────────────────────────────────────────────────────────────
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export interface ResolvedPatient {
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id: number;
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firstName: string | null;
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lastName: string | null;
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insuranceId: string | null;
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insuranceProvider: string | null;
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dateOfBirth: string | null;
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}
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export interface CdtResult {
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code: string | null;
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description: string;
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input: string;
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}
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export interface ChatResponse {
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reply: string;
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action?:
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| "navigate"
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| "show_patient"
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| "check_eligibility_prefill"
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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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actionData?: Record<string, any>;
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}
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// ─── insuranceProvider → siteKey mapping (mirrors claims.ts batchColumnDeriveSiteKey) ─
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export function deriveSiteKey(provider: string): string {
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const p = (provider ?? "").toLowerCase().trim();
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if (!p || p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
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if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
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if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
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if (p.includes("delta dental ins") || p.includes("delta ins")) return "DELTA_INS";
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if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TUFTS_SCO";
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if ((p.includes("united") && p.includes("sco")) || p.includes("dentalhub") || p === "united_sco") return "UNITED_SCO";
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if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS_MA";
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return "MH";
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}
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// siteKey → autoCheck value used by the insurance-status page prefill
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export function siteKeyToAutoCheck(siteKey: string): string {
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switch (siteKey) {
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case "CCA": return "cca";
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case "DDMA": return "ddma";
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case "DELTA_INS": return "delta-ins";
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case "TUFTS_SCO": return "tufts-sco";
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case "UNITED_SCO": return "united-sco";
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default: return "mh"; // MH (caller may downgrade to "cmsp" by age)
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}
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}
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// ─── Storage interface (duck-typed, matches the real storage object) ──────────
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interface StorageLike {
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searchPatients(opts: {
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filters: any;
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limit: number;
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offset: number;
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}): Promise<any[] | null>;
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getPatientByInsuranceId(id: string): Promise<any | null>;
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}
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// ─── Shared helpers ───────────────────────────────────────────────────────────
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function patientToResult(p: any): ResolvedPatient {
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return {
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id: p.id,
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firstName: p.firstName ?? null,
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lastName: p.lastName ?? null,
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insuranceId: p.insuranceId ?? null,
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insuranceProvider: p.insuranceProvider ?? null,
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dateOfBirth: p.dateOfBirth
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? (p.dateOfBirth instanceof Date
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? p.dateOfBirth.toISOString().split("T")[0]
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: String(p.dateOfBirth).split("T")[0])
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: null,
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};
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}
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async function findPatientByName(
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name: string,
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storage: StorageLike
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): Promise<any | null> {
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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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return patients?.[0] ?? null;
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}
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// ─── Workflow entry point ─────────────────────────────────────────────────────
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export async function runInternalChatWorkflow(
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classification: ChatClassification,
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_userId: number,
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storage: StorageLike,
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customAliases: { phrase: string; cdtCode: string }[] = []
|
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): Promise<ChatResponse> {
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const { intent } = classification;
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// ── Navigation ──────────────────────────────────────────────────────────────
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if (intent === "navigate_claims") {
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return {
|
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reply: classification.fallbackReply,
|
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action: "navigate",
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actionData: { url: "/claims" },
|
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};
|
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}
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if (intent === "navigate_schedule") {
|
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return {
|
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reply: classification.fallbackReply,
|
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action: "navigate",
|
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actionData: { url: "/appointments" },
|
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};
|
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}
|
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|
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// ── Find patient (record only, no eligibility) ──────────────────────────────
|
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|
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if (intent === "find_patient") {
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const name = classification.patientName?.trim();
|
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if (!name) {
|
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return { reply: "Please include the patient's name in your message." };
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}
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const raw = await findPatientByName(name, storage);
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if (!raw) {
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return {
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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 = patientToResult(raw);
|
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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 {
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reply: `Found: ${patient.firstName ?? ""} ${patient.lastName ?? ""}${ins}${id}`.trim(),
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action: "show_patient",
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actionData: { patient },
|
||||
};
|
||||
}
|
||||
|
||||
// ── Check eligibility by patient name ──────────────────────────────────────
|
||||
|
||||
if (intent === "check_eligibility") {
|
||||
const name = classification.patientName?.trim();
|
||||
if (!name) {
|
||||
return { reply: "Please include the patient's name in your message." };
|
||||
}
|
||||
const raw = await findPatientByName(name, storage);
|
||||
if (!raw) {
|
||||
return {
|
||||
reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
|
||||
};
|
||||
}
|
||||
const patient = patientToResult(raw);
|
||||
const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
|
||||
|
||||
if (!patient.insuranceId) {
|
||||
return {
|
||||
reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
|
||||
action: "show_patient",
|
||||
actionData: { patient },
|
||||
};
|
||||
}
|
||||
return {
|
||||
reply: `Found ${fullName}. Ready to check eligibility.`,
|
||||
action: "check_eligibility_prefill",
|
||||
actionData: { patient },
|
||||
};
|
||||
}
|
||||
|
||||
// ── Eligibility by explicit member ID + DOB ────────────────────────────────
|
||||
|
||||
if (intent === "eligibility_by_id") {
|
||||
return await handleEligibilityById(classification, storage);
|
||||
}
|
||||
|
||||
// ── Check eligibility + claim procedures ──────────────────────────────────
|
||||
|
||||
if (intent === "check_and_claim") {
|
||||
return await handleCheckAndClaim(classification, storage, customAliases);
|
||||
}
|
||||
|
||||
// ── General ────────────────────────────────────────────────────────────────
|
||||
return { reply: classification.fallbackReply };
|
||||
}
|
||||
|
||||
// ─── eligibility_by_id ────────────────────────────────────────────────────────
|
||||
|
||||
async function handleEligibilityById(
|
||||
c: ChatClassification,
|
||||
storage: StorageLike
|
||||
): Promise<ChatResponse> {
|
||||
const memberId = c.memberId?.trim();
|
||||
const dob = c.dob?.trim();
|
||||
|
||||
if (!memberId || !dob) {
|
||||
return {
|
||||
reply: "Please provide both a Member ID and Date of Birth (MM/DD/YYYY).",
|
||||
};
|
||||
}
|
||||
|
||||
// Try to resolve existing patient for name display + insurance
|
||||
const existingPatient = await storage.getPatientByInsuranceId(memberId);
|
||||
const patient: ResolvedPatient | null = existingPatient
|
||||
? patientToResult(existingPatient)
|
||||
: null;
|
||||
|
||||
// Determine siteKey
|
||||
const siteKey = resolveSiteKey(
|
||||
patient?.insuranceProvider ?? null,
|
||||
c.insuranceHint ?? null
|
||||
);
|
||||
|
||||
if (!siteKey) {
|
||||
const name = patient
|
||||
? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim()
|
||||
: `Member ID ${memberId}`;
|
||||
return {
|
||||
reply: `Found ${name} but couldn't determine the insurance type. Which insurance should I use?`,
|
||||
action: "need_insurance_clarification",
|
||||
actionData: {
|
||||
memberId,
|
||||
dob,
|
||||
patient,
|
||||
options: ["MassHealth", "BCBS MA", "CCA", "Tufts SCO", "Delta Dental MA", "United/DentalHub"],
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
const label = patient
|
||||
? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim()
|
||||
: `Member ID ${memberId}`;
|
||||
|
||||
return {
|
||||
reply: `Ready to check eligibility for ${label}.`,
|
||||
action: "eligibility_id_ready",
|
||||
actionData: {
|
||||
patient,
|
||||
memberId,
|
||||
dob,
|
||||
siteKey,
|
||||
autoCheck: siteKeyToAutoCheck(siteKey),
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// ─── check_and_claim ─────────────────────────────────────────────────────────
|
||||
|
||||
async function handleCheckAndClaim(
|
||||
c: ChatClassification,
|
||||
storage: StorageLike,
|
||||
customAliases: { phrase: string; cdtCode: string }[] = []
|
||||
): Promise<ChatResponse> {
|
||||
// 1. Resolve patient
|
||||
let patient: ResolvedPatient | null = null;
|
||||
let memberId = c.memberId?.trim() ?? null;
|
||||
const dob = c.dob?.trim() ?? null;
|
||||
|
||||
if (memberId) {
|
||||
const existing = await storage.getPatientByInsuranceId(memberId);
|
||||
if (existing) patient = patientToResult(existing);
|
||||
} else if (c.patientName?.trim()) {
|
||||
const raw = await findPatientByName(c.patientName.trim(), storage);
|
||||
if (raw) {
|
||||
patient = patientToResult(raw);
|
||||
memberId = patient.insuranceId;
|
||||
}
|
||||
}
|
||||
|
||||
if (!memberId) {
|
||||
return {
|
||||
reply: "Please include either a Member ID or a patient name so I can look up their record.",
|
||||
};
|
||||
}
|
||||
if (!dob) {
|
||||
return {
|
||||
reply: `I have the Member ID (${memberId}) but need a Date of Birth (MM/DD/YYYY) to run the eligibility check.`,
|
||||
};
|
||||
}
|
||||
|
||||
// 2. Determine siteKey
|
||||
const siteKey = resolveSiteKey(
|
||||
patient?.insuranceProvider ?? null,
|
||||
c.insuranceHint ?? null
|
||||
);
|
||||
|
||||
if (!siteKey) {
|
||||
const label = patient
|
||||
? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim()
|
||||
: `Member ID ${memberId}`;
|
||||
return {
|
||||
reply: `Found ${label} but couldn't determine the insurance type. Which insurance should I use?`,
|
||||
action: "need_insurance_clarification",
|
||||
actionData: {
|
||||
memberId,
|
||||
dob,
|
||||
patient,
|
||||
procedureNames: c.procedureNames ?? [],
|
||||
options: ["MassHealth", "BCBS MA", "CCA", "Tufts SCO", "Delta Dental MA", "United/DentalHub"],
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// 3. Map procedure names → CDT codes (custom aliases take priority)
|
||||
const procedureNames = c.procedureNames ?? [];
|
||||
const cdtResults: CdtResult[] = procedureNames.length > 0
|
||||
? lookupCdtCodes(procedureNames, customAliases)
|
||||
: [];
|
||||
|
||||
const matched = cdtResults.filter((r) => r.code !== null);
|
||||
const unmatched = cdtResults.filter((r) => r.code === null);
|
||||
|
||||
const label = patient
|
||||
? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim()
|
||||
: `Member ID ${memberId}`;
|
||||
|
||||
let reply = `Ready to check eligibility for ${label} and claim: ${
|
||||
matched.map((r) => `${r.code} (${r.description})`).join(", ") || "no procedures mapped"
|
||||
}.`;
|
||||
|
||||
if (unmatched.length > 0) {
|
||||
reply += ` Could not map: ${unmatched.map((r) => `"${r.input}"`).join(", ")} — please verify these codes manually.`;
|
||||
}
|
||||
|
||||
return {
|
||||
reply,
|
||||
action: "check_and_claim_ready",
|
||||
actionData: {
|
||||
patient,
|
||||
memberId,
|
||||
dob,
|
||||
siteKey,
|
||||
autoCheck: siteKeyToAutoCheck(siteKey),
|
||||
cdtResults,
|
||||
matchedCodes: matched.map((r) => ({ code: r.code!, description: r.description })),
|
||||
},
|
||||
};
|
||||
}
|
||||
|
||||
// ─── Insurance resolution helper ──────────────────────────────────────────────
|
||||
|
||||
/**
|
||||
* Determine siteKey from:
|
||||
* 1. Patient's stored insuranceProvider (most authoritative)
|
||||
* 2. Insurance hint from the chat message
|
||||
* 3. null → caller must ask for clarification
|
||||
*/
|
||||
function resolveSiteKey(
|
||||
storedProvider: string | null,
|
||||
hint: string | null
|
||||
): string | null {
|
||||
if (storedProvider) return deriveSiteKey(storedProvider);
|
||||
if (hint) return deriveSiteKey(hint);
|
||||
return null;
|
||||
}
|
||||
1191
apps/Backend/src/data/procedureCodes.json
Executable file
1191
apps/Backend/src/data/procedureCodes.json
Executable file
File diff suppressed because it is too large
Load Diff
@@ -1,6 +1,7 @@
|
||||
import express, { Request, Response } from "express";
|
||||
import { storage } from "../storage";
|
||||
import { classifyInternalChat } from "../ai/internal-chat-graph";
|
||||
import { runInternalChatWorkflow } from "../ai/internal-chat-workflow";
|
||||
|
||||
const router = express.Router();
|
||||
|
||||
@@ -124,6 +125,40 @@ router.put("/internal-chat-settings", async (req: Request, res: Response): Promi
|
||||
}
|
||||
});
|
||||
|
||||
// GET /api/ai/cdt-aliases
|
||||
router.get("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
const userId = req.user?.id;
|
||||
if (!userId) return res.status(401).json({ message: "Unauthorized" });
|
||||
const aliases = await storage.getCdtAliases(userId);
|
||||
return res.status(200).json(aliases);
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Failed to fetch CDT aliases", details: String(err) });
|
||||
}
|
||||
});
|
||||
|
||||
// PUT /api/ai/cdt-aliases
|
||||
router.put("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
const userId = req.user?.id;
|
||||
if (!userId) return res.status(401).json({ message: "Unauthorized" });
|
||||
const aliases = req.body;
|
||||
if (!Array.isArray(aliases)) {
|
||||
return res.status(400).json({ message: "Body must be an array of { phrase, cdtCode }" });
|
||||
}
|
||||
const cleaned = aliases
|
||||
.filter((a: any) => typeof a?.phrase === "string" && typeof a?.cdtCode === "string")
|
||||
.map((a: any) => ({
|
||||
phrase: a.phrase.trim().toLowerCase(),
|
||||
cdtCode: a.cdtCode.trim().toUpperCase(),
|
||||
}));
|
||||
await storage.saveCdtAliases(userId, cleaned);
|
||||
return res.status(200).json(cleaned);
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Failed to save CDT aliases", details: String(err) });
|
||||
}
|
||||
});
|
||||
|
||||
// POST /api/ai/internal-chat
|
||||
router.post("/internal-chat", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
@@ -140,107 +175,19 @@ router.post("/internal-chat", async (req: Request, res: Response): Promise<any>
|
||||
});
|
||||
}
|
||||
|
||||
const extraSystemPrompt = await storage.getInternalChatSystemPrompt(userId);
|
||||
const classification = await classifyInternalChat(message.trim(), aiSettings.apiKey, extraSystemPrompt || undefined);
|
||||
const [extraSystemPrompt, customAliases] = await Promise.all([
|
||||
storage.getInternalChatSystemPrompt(userId),
|
||||
storage.getCdtAliases(userId),
|
||||
]);
|
||||
|
||||
// Handle navigation intents immediately
|
||||
if (classification.intent === "navigate_claims") {
|
||||
return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/claims" } });
|
||||
}
|
||||
if (classification.intent === "navigate_schedule") {
|
||||
return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/appointments" } });
|
||||
}
|
||||
const classification = await classifyInternalChat(
|
||||
message.trim(),
|
||||
aiSettings.apiKey,
|
||||
extraSystemPrompt || undefined
|
||||
);
|
||||
|
||||
// Handle patient intents — search DB
|
||||
if (classification.intent === "check_eligibility" || classification.intent === "find_patient") {
|
||||
const name = classification.patientName?.trim();
|
||||
if (!name) {
|
||||
return res.status(200).json({ reply: "Please include the patient's name in your message." });
|
||||
}
|
||||
|
||||
const patients = await storage.searchPatients({
|
||||
filters: {
|
||||
OR: [
|
||||
{ firstName: { contains: name, mode: "insensitive" } },
|
||||
{ lastName: { contains: name, mode: "insensitive" } },
|
||||
{
|
||||
AND: name.split(/\s+/).map((part: string) => ({
|
||||
OR: [
|
||||
{ firstName: { contains: part, mode: "insensitive" } },
|
||||
{ lastName: { contains: part, mode: "insensitive" } },
|
||||
],
|
||||
})),
|
||||
},
|
||||
],
|
||||
},
|
||||
limit: 5,
|
||||
offset: 0,
|
||||
});
|
||||
|
||||
if (!patients || patients.length === 0) {
|
||||
return res.status(200).json({
|
||||
reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
|
||||
});
|
||||
}
|
||||
|
||||
const patient = patients[0]!;
|
||||
const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
|
||||
|
||||
if (classification.intent === "find_patient") {
|
||||
const ins = patient.insuranceProvider ? ` · ${patient.insuranceProvider}` : "";
|
||||
const id = patient.insuranceId ? ` (ID: ${patient.insuranceId})` : "";
|
||||
return res.status(200).json({
|
||||
reply: `Found: ${fullName}${ins}${id}`,
|
||||
action: "show_patient",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: patient.insuranceId ?? null,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// check_eligibility
|
||||
if (!patient.insuranceId) {
|
||||
return res.status(200).json({
|
||||
reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
|
||||
action: "show_patient",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: null,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
return res.status(200).json({
|
||||
reply: `Found ${fullName}. Ready to check eligibility.`,
|
||||
action: "check_eligibility_prefill",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: patient.insuranceId,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// General intent — return Gemini's reply
|
||||
return res.status(200).json({ reply: classification.fallbackReply });
|
||||
const response = await runInternalChatWorkflow(classification, userId, storage, customAliases);
|
||||
return res.status(200).json(response);
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Internal chat error", details: String(err) });
|
||||
}
|
||||
|
||||
@@ -137,6 +137,27 @@ export const twilioStorage = {
|
||||
});
|
||||
},
|
||||
|
||||
async getCdtAliases(userId: number): Promise<{ phrase: string; cdtCode: string }[]> {
|
||||
const settings = await db.twilioSettings.findUnique({ where: { userId } });
|
||||
const all = (settings?.templates as Record<string, any>) || {};
|
||||
const raw = all["_cdt_aliases"];
|
||||
if (!Array.isArray(raw)) return [];
|
||||
return raw.filter(
|
||||
(r: any) => typeof r?.phrase === "string" && typeof r?.cdtCode === "string"
|
||||
);
|
||||
},
|
||||
|
||||
async saveCdtAliases(userId: number, aliases: { phrase: string; cdtCode: string }[]): Promise<void> {
|
||||
const settings = await db.twilioSettings.findUnique({ where: { userId } });
|
||||
const existing = (settings?.templates as Record<string, any>) || {};
|
||||
const updated = { ...existing, "_cdt_aliases": aliases };
|
||||
await db.twilioSettings.upsert({
|
||||
where: { userId },
|
||||
update: { templates: updated },
|
||||
create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
|
||||
});
|
||||
},
|
||||
|
||||
async getRecentCommunicationsByUser(userId: number, limit = 20) {
|
||||
return db.communication.findMany({
|
||||
where: { patient: { userId } },
|
||||
|
||||
@@ -21,7 +21,10 @@ type Step =
|
||||
| "eligibility-input"
|
||||
| "eligibility-confirm"
|
||||
| "ai-loading"
|
||||
| "patient-found";
|
||||
| "patient-found"
|
||||
| "eligibility-id-ready"
|
||||
| "check-and-claim-ready"
|
||||
| "need-insurance-clarification";
|
||||
|
||||
interface Message {
|
||||
id: number;
|
||||
@@ -45,6 +48,15 @@ interface EligibilityData {
|
||||
dobISO: string;
|
||||
}
|
||||
|
||||
interface CheckAndClaimData {
|
||||
patient: PatientResult | null;
|
||||
memberId: string;
|
||||
dob: string; // ISO YYYY-MM-DD
|
||||
siteKey: string;
|
||||
autoCheck: string;
|
||||
matchedCodes: { code: string; description: string }[];
|
||||
}
|
||||
|
||||
let msgCounter = 0;
|
||||
function makeMsg(role: "bot" | "user", text: string, isLoading = false): Message {
|
||||
return { id: ++msgCounter, role, text, isLoading };
|
||||
@@ -97,6 +109,9 @@ export function ChatbotButton() {
|
||||
const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
|
||||
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 } | 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 [, setLocation] = useLocation();
|
||||
const messagesEndRef = useRef<HTMLDivElement>(null);
|
||||
const pasteRef = useRef<HTMLTextAreaElement>(null);
|
||||
@@ -134,6 +149,9 @@ export function ChatbotButton() {
|
||||
setEligibilityData(null);
|
||||
setFreeTextInput("");
|
||||
setPatientResult(null);
|
||||
setEligibilityIdData(null);
|
||||
setCheckAndClaimData(null);
|
||||
setClarificationData(null);
|
||||
};
|
||||
|
||||
const handleClose = () => {
|
||||
@@ -199,6 +217,37 @@ export function ChatbotButton() {
|
||||
setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
|
||||
};
|
||||
|
||||
const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
|
||||
sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
|
||||
window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
|
||||
setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
|
||||
};
|
||||
|
||||
const handleEligibilityIdRun = () => {
|
||||
if (!eligibilityIdData) return;
|
||||
addMsg("user", "Check eligibility now");
|
||||
addMsg("bot", "Opening the eligibility check page...");
|
||||
prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
|
||||
};
|
||||
|
||||
const handleCheckAndClaimRun = () => {
|
||||
if (!checkAndClaimData) return;
|
||||
addMsg("user", "Run check & claim");
|
||||
addMsg("bot", "Opening the eligibility check page...");
|
||||
// Store claim codes so the eligibility page can offer auto-claim after ACTIVE result
|
||||
sessionStorage.setItem(
|
||||
"chatbot_claim_codes",
|
||||
JSON.stringify({
|
||||
codes: checkAndClaimData.matchedCodes,
|
||||
siteKey: checkAndClaimData.siteKey,
|
||||
patientId: checkAndClaimData.patient?.id ?? null,
|
||||
memberId: checkAndClaimData.memberId,
|
||||
dob: checkAndClaimData.dob,
|
||||
})
|
||||
);
|
||||
prefillAndNavigate(checkAndClaimData.memberId, checkAndClaimData.dob, checkAndClaimData.autoCheck);
|
||||
};
|
||||
|
||||
const handleFreeTextSubmit = async () => {
|
||||
const text = freeTextInput.trim();
|
||||
if (!text || step === "ai-loading") return;
|
||||
@@ -227,6 +276,43 @@ export function ChatbotButton() {
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "eligibility_id_ready" && data.actionData) {
|
||||
setEligibilityIdData({
|
||||
memberId: data.actionData.memberId,
|
||||
dob: data.actionData.dob,
|
||||
siteKey: data.actionData.siteKey,
|
||||
autoCheck: data.actionData.autoCheck,
|
||||
patient: data.actionData.patient ?? null,
|
||||
});
|
||||
setStep("eligibility-id-ready");
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "check_and_claim_ready" && data.actionData) {
|
||||
setCheckAndClaimData({
|
||||
patient: data.actionData.patient ?? null,
|
||||
memberId: data.actionData.memberId,
|
||||
dob: data.actionData.dob,
|
||||
siteKey: data.actionData.siteKey,
|
||||
autoCheck: data.actionData.autoCheck,
|
||||
matchedCodes: data.actionData.matchedCodes ?? [],
|
||||
});
|
||||
setStep("check-and-claim-ready");
|
||||
return;
|
||||
}
|
||||
|
||||
if (data.action === "need_insurance_clarification" && data.actionData) {
|
||||
setClarificationData({
|
||||
memberId: data.actionData.memberId,
|
||||
dob: data.actionData.dob,
|
||||
patient: data.actionData.patient ?? null,
|
||||
procedureNames: data.actionData.procedureNames ?? [],
|
||||
options: data.actionData.options ?? [],
|
||||
});
|
||||
setStep("need-insurance-clarification");
|
||||
return;
|
||||
}
|
||||
|
||||
setStep("menu");
|
||||
} catch {
|
||||
replaceLastMsg("Sorry, something went wrong. Please try again.");
|
||||
@@ -241,7 +327,13 @@ export function ChatbotButton() {
|
||||
}
|
||||
};
|
||||
|
||||
const showFreeTextInput = step === "menu" || step === "ai-loading";
|
||||
const showFreeTextInput =
|
||||
step === "menu" ||
|
||||
step === "ai-loading" ||
|
||||
step === "patient-found" ||
|
||||
step === "eligibility-id-ready" ||
|
||||
step === "check-and-claim-ready" ||
|
||||
step === "need-insurance-clarification";
|
||||
|
||||
return (
|
||||
<>
|
||||
@@ -416,6 +508,129 @@ export function ChatbotButton() {
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Eligibility by ID ready */}
|
||||
{step === "eligibility-id-ready" && eligibilityIdData && (
|
||||
<div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
|
||||
{eligibilityIdData.patient && (
|
||||
<p className="text-xs font-semibold text-blue-800">
|
||||
{eligibilityIdData.patient.firstName} {eligibilityIdData.patient.lastName}
|
||||
</p>
|
||||
)}
|
||||
<p className="text-xs text-blue-600">ID: {eligibilityIdData.memberId}</p>
|
||||
<p className="text-xs text-gray-500">DOB: {eligibilityIdData.dob}</p>
|
||||
{eligibilityIdData.patient?.insuranceProvider && (
|
||||
<p className="text-xs text-gray-500">{eligibilityIdData.patient.insuranceProvider}</p>
|
||||
)}
|
||||
<div className="flex gap-2 pt-1">
|
||||
<Button
|
||||
size="sm"
|
||||
className="flex-1 h-8 text-xs bg-primary hover:bg-primary/90"
|
||||
onClick={handleEligibilityIdRun}
|
||||
>
|
||||
<Stethoscope className="h-3 w-3 mr-1" />
|
||||
Check Eligibility
|
||||
</Button>
|
||||
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
|
||||
Cancel
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Check & Claim ready */}
|
||||
{step === "check-and-claim-ready" && checkAndClaimData && (
|
||||
<div className="bg-teal-50 border border-teal-200 rounded-xl p-3 space-y-2">
|
||||
{checkAndClaimData.patient && (
|
||||
<p className="text-xs font-semibold text-teal-800">
|
||||
{checkAndClaimData.patient.firstName} {checkAndClaimData.patient.lastName}
|
||||
</p>
|
||||
)}
|
||||
<p className="text-xs text-teal-600">ID: {checkAndClaimData.memberId} · DOB: {checkAndClaimData.dob}</p>
|
||||
{checkAndClaimData.matchedCodes.length > 0 && (
|
||||
<div className="space-y-0.5">
|
||||
<p className="text-xs font-medium text-teal-700">Claim after ACTIVE:</p>
|
||||
{checkAndClaimData.matchedCodes.map((c) => (
|
||||
<p key={c.code} className="text-xs text-gray-600 pl-2">
|
||||
{c.code} — {c.description}
|
||||
</p>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
<div className="flex gap-2 pt-1">
|
||||
<Button
|
||||
size="sm"
|
||||
className="flex-1 h-8 text-xs bg-teal-600 hover:bg-teal-700 text-white"
|
||||
onClick={handleCheckAndClaimRun}
|
||||
>
|
||||
<Stethoscope className="h-3 w-3 mr-1" />
|
||||
Check & Claim
|
||||
</Button>
|
||||
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
|
||||
Cancel
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Need insurance clarification */}
|
||||
{step === "need-insurance-clarification" && clarificationData && (
|
||||
<div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
|
||||
<p className="text-xs font-semibold text-amber-800">Which insurance?</p>
|
||||
<p className="text-xs text-gray-500">ID: {clarificationData.memberId}</p>
|
||||
<div className="flex flex-col gap-1.5 pt-1">
|
||||
{clarificationData.options.map((opt) => (
|
||||
<button
|
||||
key={opt}
|
||||
className="text-left text-xs px-3 py-1.5 rounded-lg border border-amber-300 hover:bg-amber-100 transition-colors"
|
||||
onClick={() => {
|
||||
addMsg("user", opt);
|
||||
addMsg("bot", "Thinking...", true);
|
||||
setStep("ai-loading");
|
||||
apiRequest("POST", "/api/ai/internal-chat", {
|
||||
message: `check ${opt} for ${clarificationData.memberId}, ${clarificationData.dob}${clarificationData.procedureNames.length > 0 ? " and claim " + clarificationData.procedureNames.join(", ") : ""}`,
|
||||
})
|
||||
.then((r) => r.json())
|
||||
.then((data) => {
|
||||
replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
|
||||
if (data.action === "check_and_claim_ready" && data.actionData) {
|
||||
setCheckAndClaimData({
|
||||
patient: data.actionData.patient ?? null,
|
||||
memberId: data.actionData.memberId,
|
||||
dob: data.actionData.dob,
|
||||
siteKey: data.actionData.siteKey,
|
||||
autoCheck: data.actionData.autoCheck,
|
||||
matchedCodes: data.actionData.matchedCodes ?? [],
|
||||
});
|
||||
setStep("check-and-claim-ready");
|
||||
} else if (data.action === "eligibility_id_ready" && data.actionData) {
|
||||
setEligibilityIdData({
|
||||
memberId: data.actionData.memberId,
|
||||
dob: data.actionData.dob,
|
||||
siteKey: data.actionData.siteKey,
|
||||
autoCheck: data.actionData.autoCheck,
|
||||
patient: data.actionData.patient ?? null,
|
||||
});
|
||||
setStep("eligibility-id-ready");
|
||||
} else {
|
||||
setStep("menu");
|
||||
}
|
||||
})
|
||||
.catch(() => {
|
||||
replaceLastMsg("Sorry, something went wrong.");
|
||||
setStep("menu");
|
||||
});
|
||||
}}
|
||||
>
|
||||
{opt}
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
<Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={reset}>
|
||||
Cancel
|
||||
</Button>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div ref={messagesEndRef} />
|
||||
</div>
|
||||
|
||||
|
||||
@@ -2,11 +2,12 @@ import { useState, useEffect, useRef } from "react";
|
||||
import { useQuery, useMutation } from "@tanstack/react-query";
|
||||
import { Card, CardContent } from "@/components/ui/card";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Textarea } from "@/components/ui/textarea";
|
||||
import { Switch } from "@/components/ui/switch";
|
||||
import { useToast } from "@/hooks/use-toast";
|
||||
import { apiRequest, queryClient } from "@/lib/queryClient";
|
||||
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus, Zap, SlidersHorizontal } from "lucide-react";
|
||||
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus, Zap, SlidersHorizontal, BookMarked, ChevronDown, ChevronUp } from "lucide-react";
|
||||
import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
|
||||
|
||||
// ─── Types ────────────────────────────────────────────────────────────────────
|
||||
@@ -673,23 +674,86 @@ function InternalChatSettingsCard() {
|
||||
to navigate directly to a page.
|
||||
</p>
|
||||
|
||||
{/* Capability summary */}
|
||||
<div className="grid grid-cols-1 sm:grid-cols-3 gap-3 text-xs">
|
||||
{[
|
||||
{ icon: "🔍", label: "Patient search", desc: 'e.g. "find GONZALES"' },
|
||||
{ icon: "🏥", label: "Eligibility prefill", desc: 'e.g. "check MARIA DE LA CRUZ"' },
|
||||
{ icon: "🗺️", label: "Navigation", desc: 'e.g. "open claims", "schedule"' },
|
||||
].map((c) => (
|
||||
<div key={c.label} className="flex items-start gap-2 rounded-lg border bg-muted/30 p-3">
|
||||
<span className="text-base leading-none">{c.icon}</span>
|
||||
<div>
|
||||
<p className="font-medium text-foreground">{c.label}</p>
|
||||
<p className="text-muted-foreground mt-0.5">{c.desc}</p>
|
||||
{/* Built-in workflows */}
|
||||
<div className="space-y-2">
|
||||
<p className="text-xs font-semibold text-foreground uppercase tracking-wide">Built-in Workflows</p>
|
||||
<div className="divide-y rounded-lg border overflow-hidden text-xs">
|
||||
|
||||
{/* Eligibility by name */}
|
||||
<div className="flex items-start gap-3 p-3 bg-background">
|
||||
<span className="mt-0.5 shrink-0 text-base">🏥</span>
|
||||
<div className="space-y-0.5">
|
||||
<p className="font-medium text-foreground">Eligibility by patient name</p>
|
||||
<p className="text-muted-foreground">
|
||||
Looks up the patient in the database, resolves their insurance, and opens the eligibility page pre-filled.
|
||||
</p>
|
||||
<div className="flex flex-wrap gap-1 pt-1">
|
||||
{["check Maria Jesus", "verify insurance for John Smith"].map((ex) => (
|
||||
<code key={ex} className="bg-muted px-1.5 py-0.5 rounded font-mono">{ex}</code>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
|
||||
{/* Eligibility by member ID */}
|
||||
<div className="flex items-start gap-3 p-3 bg-muted/20">
|
||||
<span className="mt-0.5 shrink-0 text-base">🔢</span>
|
||||
<div className="space-y-0.5">
|
||||
<p className="font-medium text-foreground">Eligibility by Member ID + DOB</p>
|
||||
<p className="text-muted-foreground">
|
||||
Provide a member ID and date of birth. Insurance is resolved from the patient record, or from what you state in the message.
|
||||
</p>
|
||||
<div className="flex flex-wrap gap-1 pt-1">
|
||||
{["check masshealth for 100xxxx, 10/10/1988"].map((ex) => (
|
||||
<code key={ex} className="bg-muted px-1.5 py-0.5 rounded font-mono">{ex}</code>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Check & Claim */}
|
||||
<div className="flex items-start gap-3 p-3 bg-background">
|
||||
<span className="mt-0.5 shrink-0 text-base">⚡</span>
|
||||
<div className="space-y-0.5">
|
||||
<p className="font-medium text-foreground">Check eligibility + claim procedures</p>
|
||||
<p className="text-muted-foreground">
|
||||
Resolves the patient, maps procedure names to CDT codes using the fee schedule, and opens the eligibility page ready to check and claim. Procedure names or CDT codes both work.
|
||||
</p>
|
||||
<div className="flex flex-wrap gap-1 pt-1">
|
||||
{[
|
||||
"check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning",
|
||||
"check Maria Jesus and claim D0120 D1110",
|
||||
].map((ex) => (
|
||||
<code key={ex} className="bg-muted px-1.5 py-0.5 rounded font-mono block">{ex}</code>
|
||||
))}
|
||||
</div>
|
||||
<p className="text-muted-foreground pt-1">
|
||||
CDT codes are looked up from the fee schedule — no AI translation needed.
|
||||
If insurance is unknown the assistant will ask which one to use.
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Navigation */}
|
||||
<div className="flex items-start gap-3 p-3 bg-muted/20">
|
||||
<span className="mt-0.5 shrink-0 text-base">🗺️</span>
|
||||
<div className="space-y-0.5">
|
||||
<p className="font-medium text-foreground">Navigation</p>
|
||||
<p className="text-muted-foreground">Opens any page in the app.</p>
|
||||
<div className="flex flex-wrap gap-1 pt-1">
|
||||
{["open claims", "go to schedule", "find patient GONZALES"].map((ex) => (
|
||||
<code key={ex} className="bg-muted px-1.5 py-0.5 rounded font-mono">{ex}</code>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* CDT Aliases */}
|
||||
<CdtAliasesCard />
|
||||
|
||||
{/* Additional context / system prompt */}
|
||||
<div className="space-y-1.5">
|
||||
<div className="flex items-center gap-2">
|
||||
@@ -736,6 +800,207 @@ function InternalChatSettingsCard() {
|
||||
);
|
||||
}
|
||||
|
||||
// ─── CDT Aliases card ────────────────────────────────────────────────────────
|
||||
|
||||
const BUILTIN_ALIASES = [
|
||||
{ phrase: "perio exam", cdtCode: "D0120" },
|
||||
{ phrase: "periodic exam", cdtCode: "D0120" },
|
||||
{ phrase: "adult cleaning", cdtCode: "D1110" },
|
||||
{ phrase: "adult prophy", cdtCode: "D1110" },
|
||||
{ phrase: "child cleaning", cdtCode: "D1120" },
|
||||
{ phrase: "full mouth xray", cdtCode: "D0210" },
|
||||
{ phrase: "fmx", cdtCode: "D0210" },
|
||||
{ phrase: "pano", cdtCode: "D0330" },
|
||||
{ phrase: "comp exam", cdtCode: "D0150" },
|
||||
{ phrase: "limited exam", cdtCode: "D0140" },
|
||||
{ phrase: "scaling root planing", cdtCode: "D4341" },
|
||||
{ phrase: "srp", cdtCode: "D4341" },
|
||||
{ phrase: "perio maintenance", cdtCode: "D4910" },
|
||||
];
|
||||
|
||||
type CdtAlias = { phrase: string; cdtCode: string };
|
||||
|
||||
function CdtAliasesCard() {
|
||||
const { toast } = useToast();
|
||||
const [aliases, setAliases] = useState<CdtAlias[]>([]);
|
||||
const [newPhrase, setNewPhrase] = useState("");
|
||||
const [newCode, setNewCode] = useState("");
|
||||
const [showBuiltin, setShowBuiltin] = useState(false);
|
||||
const initialized = useRef(false);
|
||||
|
||||
const { data, isLoading } = useQuery<CdtAlias[]>({
|
||||
queryKey: ["/api/ai/cdt-aliases"],
|
||||
queryFn: async () => {
|
||||
const res = await apiRequest("GET", "/api/ai/cdt-aliases");
|
||||
if (!res.ok) return [];
|
||||
return res.json();
|
||||
},
|
||||
staleTime: Infinity,
|
||||
refetchOnWindowFocus: false,
|
||||
});
|
||||
|
||||
useEffect(() => {
|
||||
if (data && !initialized.current) {
|
||||
initialized.current = true;
|
||||
setAliases(data);
|
||||
}
|
||||
}, [data]);
|
||||
|
||||
const saveMutation = useMutation({
|
||||
mutationFn: async (list: CdtAlias[]) => {
|
||||
const res = await apiRequest("PUT", "/api/ai/cdt-aliases", list);
|
||||
if (!res.ok) throw new Error("Failed to save");
|
||||
return res.json();
|
||||
},
|
||||
onSuccess: (saved: CdtAlias[]) => {
|
||||
setAliases(saved);
|
||||
queryClient.invalidateQueries({ queryKey: ["/api/ai/cdt-aliases"] });
|
||||
toast({ title: "CDT aliases saved" });
|
||||
},
|
||||
onError: () => {
|
||||
toast({ title: "Error", description: "Failed to save aliases.", variant: "destructive" });
|
||||
},
|
||||
});
|
||||
|
||||
const handleAdd = () => {
|
||||
const phrase = newPhrase.trim().toLowerCase();
|
||||
const code = newCode.trim().toUpperCase();
|
||||
if (!phrase || !code) return;
|
||||
if (aliases.some((a) => a.phrase === phrase)) {
|
||||
toast({ title: "Duplicate", description: `"${phrase}" already exists.`, variant: "destructive" });
|
||||
return;
|
||||
}
|
||||
const updated = [...aliases, { phrase, cdtCode: code }];
|
||||
setAliases(updated);
|
||||
saveMutation.mutate(updated);
|
||||
setNewPhrase("");
|
||||
setNewCode("");
|
||||
};
|
||||
|
||||
const handleDelete = (idx: number) => {
|
||||
const updated = aliases.filter((_, i) => i !== idx);
|
||||
setAliases(updated);
|
||||
saveMutation.mutate(updated);
|
||||
};
|
||||
|
||||
return (
|
||||
<Card>
|
||||
<CardContent className="py-6 space-y-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<BookMarked className="h-5 w-5 text-primary" />
|
||||
<h3 className="text-base font-semibold">CDT Aliases</h3>
|
||||
</div>
|
||||
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Map your own shorthand phrases to CDT codes. These override the built-in aliases when
|
||||
staff type procedure names in the chat (e.g.{" "}
|
||||
<code className="bg-muted px-1 py-0.5 rounded font-mono">"check & claim perio exam"</code>).
|
||||
Phrases are matched case-insensitively.
|
||||
</p>
|
||||
|
||||
{/* Custom alias list */}
|
||||
{isLoading ? (
|
||||
<p className="text-sm text-muted-foreground">Loading...</p>
|
||||
) : aliases.length === 0 ? (
|
||||
<p className="text-xs text-muted-foreground italic">No custom aliases yet — add one below.</p>
|
||||
) : (
|
||||
<div className="rounded-lg border overflow-hidden">
|
||||
<table className="w-full text-xs">
|
||||
<thead className="bg-muted/50">
|
||||
<tr>
|
||||
<th className="text-left px-3 py-2 font-medium text-muted-foreground">Phrase (what staff type)</th>
|
||||
<th className="text-left px-3 py-2 font-medium text-muted-foreground">CDT Code</th>
|
||||
<th className="w-8" />
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody className="divide-y">
|
||||
{aliases.map((a, i) => (
|
||||
<tr key={i} className="bg-background">
|
||||
<td className="px-3 py-2">
|
||||
<code className="font-mono">{a.phrase}</code>
|
||||
</td>
|
||||
<td className="px-3 py-2 font-mono font-semibold text-primary">{a.cdtCode}</td>
|
||||
<td className="px-2 py-1">
|
||||
<Button
|
||||
size="sm"
|
||||
variant="ghost"
|
||||
className="h-7 w-7 p-0 text-muted-foreground hover:text-destructive"
|
||||
onClick={() => handleDelete(i)}
|
||||
disabled={saveMutation.isPending}
|
||||
>
|
||||
<Trash2 className="h-3.5 w-3.5" />
|
||||
</Button>
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Add row */}
|
||||
<div className="flex gap-2 items-end">
|
||||
<div className="flex-1 space-y-1">
|
||||
<p className="text-xs text-muted-foreground">Phrase</p>
|
||||
<Input
|
||||
value={newPhrase}
|
||||
onChange={(e) => setNewPhrase(e.target.value)}
|
||||
placeholder='e.g. "cleaning adult"'
|
||||
className="h-8 text-xs"
|
||||
onKeyDown={(e) => { if (e.key === "Enter") handleAdd(); }}
|
||||
/>
|
||||
</div>
|
||||
<div className="w-28 space-y-1">
|
||||
<p className="text-xs text-muted-foreground">CDT Code</p>
|
||||
<Input
|
||||
value={newCode}
|
||||
onChange={(e) => setNewCode(e.target.value)}
|
||||
placeholder="D1110"
|
||||
className="h-8 text-xs font-mono"
|
||||
onKeyDown={(e) => { if (e.key === "Enter") handleAdd(); }}
|
||||
/>
|
||||
</div>
|
||||
<Button
|
||||
size="sm"
|
||||
className="h-8 gap-1.5 shrink-0"
|
||||
onClick={handleAdd}
|
||||
disabled={!newPhrase.trim() || !newCode.trim() || saveMutation.isPending}
|
||||
>
|
||||
<Plus className="h-3.5 w-3.5" />
|
||||
Add
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
{/* Built-in aliases reference (collapsible) */}
|
||||
<div className="border rounded-lg overflow-hidden">
|
||||
<button
|
||||
className="w-full flex items-center justify-between px-3 py-2 text-xs font-medium text-muted-foreground hover:bg-muted/40 transition-colors"
|
||||
onClick={() => setShowBuiltin((v) => !v)}
|
||||
>
|
||||
<span>View built-in aliases ({BUILTIN_ALIASES.length})</span>
|
||||
{showBuiltin ? <ChevronUp className="h-3.5 w-3.5" /> : <ChevronDown className="h-3.5 w-3.5" />}
|
||||
</button>
|
||||
{showBuiltin && (
|
||||
<table className="w-full text-xs border-t">
|
||||
<tbody className="divide-y">
|
||||
{BUILTIN_ALIASES.map((a) => (
|
||||
<tr key={a.phrase} className="bg-muted/20">
|
||||
<td className="px-3 py-1.5">
|
||||
<code className="font-mono text-muted-foreground">{a.phrase}</code>
|
||||
</td>
|
||||
<td className="px-3 py-1.5 font-mono font-semibold text-muted-foreground">{a.cdtCode}</td>
|
||||
<td className="px-3 py-1.5 text-muted-foreground/60 italic text-[10px]">built-in</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
)}
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
// ─── Main component ───────────────────────────────────────────────────────────
|
||||
|
||||
export function AiChatSettingsCard() {
|
||||
|
||||
Reference in New Issue
Block a user