feat: add internal AI chat assistant and AI Input Agent page
- Add Gemini-powered internal staff chatbot (free-text input in the upper-right bot panel): type "check MARIA GONZALES" to search patient and pre-fill eligibility, or "open claims" to navigate directly - Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini classifier (intent: check_eligibility, find_patient, navigate_*) - Add Users AI Chat settings section in Settings > Advanced > AI Chat to configure a custom system prompt for the internal assistant - Store internal chat system prompt in existing twilioSettings JSON blob (no DB migration needed) - Add AI Input Agent sidebar entry and placeholder page describing planned keyboard-automation typing into Open Dental / Eaglesoft Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
69
apps/Backend/src/ai/internal-chat-graph.ts
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69
apps/Backend/src/ai/internal-chat-graph.ts
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@@ -0,0 +1,69 @@
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import { ChatGoogleGenerativeAI } from "@langchain/google-genai";
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export type InternalChatIntent =
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| "check_eligibility"
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| "find_patient"
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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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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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Respond ONLY with valid JSON (no markdown, no code fences) in this exact format:
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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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}
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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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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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export async function classifyInternalChat(
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message: string,
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apiKey: string,
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extraSystemPrompt?: string
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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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};
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if (!apiKey) return fallback;
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const systemPrompt = extraSystemPrompt
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? `${BASE_SYSTEM_PROMPT}\n\nAdditional office context:\n${extraSystemPrompt}`
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: BASE_SYSTEM_PROMPT;
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try {
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const llm = new ChatGoogleGenerativeAI({ model: "gemini-1.5-flash", apiKey });
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const response = await llm.invoke([
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{ role: "system", content: systemPrompt },
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{ role: "user", content: message },
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]);
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const raw = String(response.content).trim();
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const jsonStr = raw.replace(/^```json\s*/i, "").replace(/```\s*$/, "").trim();
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const parsed = JSON.parse(jsonStr) as ChatClassification;
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if (!parsed.intent || !parsed.fallbackReply) return fallback;
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return parsed;
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} catch {
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return fallback;
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}
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}
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@@ -1,5 +1,6 @@
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import express, { Request, Response } from "express";
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import { storage } from "../storage";
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import { classifyInternalChat } from "../ai/internal-chat-graph";
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const router = express.Router();
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@@ -97,4 +98,152 @@ router.put("/chat-templates", async (req: Request, res: Response): Promise<any>
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}
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});
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// GET /api/ai/internal-chat-settings
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router.get("/internal-chat-settings", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const systemPrompt = await storage.getInternalChatSystemPrompt(userId);
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return res.status(200).json({ systemPrompt });
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} catch (err) {
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return res.status(500).json({ error: "Failed to fetch internal chat settings", details: String(err) });
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}
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});
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// PUT /api/ai/internal-chat-settings
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router.put("/internal-chat-settings", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const { systemPrompt } = req.body;
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if (typeof systemPrompt !== "string") return res.status(400).json({ message: "systemPrompt must be a string" });
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await storage.saveInternalChatSystemPrompt(userId, systemPrompt.trim());
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return res.status(200).json({ systemPrompt: systemPrompt.trim() });
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} catch (err) {
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return res.status(500).json({ error: "Failed to save internal chat settings", details: String(err) });
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}
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});
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// POST /api/ai/internal-chat
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router.post("/internal-chat", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const { message } = req.body;
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if (!message?.trim()) return res.status(400).json({ message: "message is required" });
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const aiSettings = await storage.getAiSettings(userId);
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if (!aiSettings?.apiKey) {
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return res.status(200).json({
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reply: "AI is not configured. Please add a Google AI API key in Settings.",
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});
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}
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const extraSystemPrompt = await storage.getInternalChatSystemPrompt(userId);
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const classification = await classifyInternalChat(message.trim(), aiSettings.apiKey, extraSystemPrompt || undefined);
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// Handle navigation intents immediately
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if (classification.intent === "navigate_claims") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/claims" } });
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}
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if (classification.intent === "navigate_schedule") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/appointments" } });
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}
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// Handle patient intents — search DB
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if (classification.intent === "check_eligibility" || classification.intent === "find_patient") {
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const name = classification.patientName?.trim();
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if (!name) {
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return res.status(200).json({ reply: "Please include the patient's name in your message." });
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}
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const patients = await storage.searchPatients({
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filters: {
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OR: [
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{ firstName: { contains: name, mode: "insensitive" } },
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{ lastName: { contains: name, mode: "insensitive" } },
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{
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AND: name.split(/\s+/).map((part: string) => ({
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OR: [
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{ firstName: { contains: part, mode: "insensitive" } },
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{ lastName: { contains: part, mode: "insensitive" } },
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],
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})),
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},
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],
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},
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limit: 5,
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offset: 0,
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});
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if (!patients || patients.length === 0) {
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return res.status(200).json({
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reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
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});
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}
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const patient = patients[0]!;
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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if (classification.intent === "find_patient") {
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const ins = patient.insuranceProvider ? ` · ${patient.insuranceProvider}` : "";
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const id = patient.insuranceId ? ` (ID: ${patient.insuranceId})` : "";
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return res.status(200).json({
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reply: `Found: ${fullName}${ins}${id}`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId ?? null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// check_eligibility
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if (!patient.insuranceId) {
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return res.status(200).json({
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reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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return res.status(200).json({
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reply: `Found ${fullName}. Ready to check eligibility.`,
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action: "check_eligibility_prefill",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// General intent — return Gemini's reply
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return res.status(200).json({ reply: classification.fallbackReply });
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} catch (err) {
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return res.status(500).json({ error: "Internal chat error", details: String(err) });
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}
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});
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export default router;
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@@ -111,6 +111,23 @@ export const twilioStorage = {
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});
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},
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async getInternalChatSystemPrompt(userId: number): Promise<string> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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return all["_internal_chat_system_prompt"] ?? "";
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},
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async saveInternalChatSystemPrompt(userId: number, prompt: string): Promise<void> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated = { ...existing, "_internal_chat_system_prompt": prompt };
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await db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getRecentCommunicationsByUser(userId: number, limit = 20) {
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return db.communication.findMany({
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where: { patient: { userId } },
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@@ -29,6 +29,7 @@ const ReportsPage = lazy(() => import("./pages/reports-page"));
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const CloudStoragePage = lazy(() => import("./pages/cloud-storage-page"));
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const JobMonitorPage = lazy(() => import("./pages/job-monitor-page"));
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const ChartPage = lazy(() => import("./pages/chart-page"));
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const AiInputAgentPage = lazy(() => import("./pages/ai-input-agent-page"));
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const DentalShoppingSearchTagPage = lazy(() => import("./pages/dental-shopping-search-tag-page"));
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const DentalShoppingLoginInfoPage = lazy(() => import("./pages/dental-shopping-login-info-page"));
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const ActivationPage = lazy(() => import("./pages/activation-page"));
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@@ -64,6 +65,7 @@ function Router() {
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/>
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<ProtectedRoute path="/reports" component={() => <ReportsPage />} />
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<ProtectedRoute path="/cloud-storage" component={() => <CloudStoragePage />} />
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<ProtectedRoute path="/ai-input-agent" component={() => <AiInputAgentPage />} />
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<ProtectedRoute path="/dental-shopping/search-tag" component={() => <DentalShoppingSearchTagPage />} />
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<ProtectedRoute path="/dental-shopping/login-info" component={() => <DentalShoppingLoginInfoPage />} />
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<ProtectedRoute path="/activation" component={() => <ActivationPage />} adminOnly />
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@@ -7,29 +7,47 @@ import {
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Calendar,
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FileText,
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MessageSquare,
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Send,
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Loader2,
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} from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { Label } from "@/components/ui/label";
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import { useLocation } from "wouter";
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import { cn } from "@/lib/utils";
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import { apiRequest } from "@/lib/queryClient";
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type Step = "menu" | "eligibility-input" | "eligibility-confirm";
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type Step =
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| "menu"
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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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interface Message {
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id: number;
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role: "bot" | "user";
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text: string;
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isLoading?: boolean;
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}
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interface PatientResult {
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id: number;
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firstName: string;
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lastName: string;
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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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interface EligibilityData {
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memberId: string;
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dob: string; // MM/DD/YYYY display format
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dobISO: string; // YYYY-MM-DD for storage
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dob: string;
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dobISO: string;
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}
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let msgCounter = 0;
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function makeMsg(role: "bot" | "user", text: string): Message {
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return { id: ++msgCounter, role, text };
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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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}
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function getAutoCheck(dobISO: string): "mh" | "cmsp" {
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@@ -44,7 +62,6 @@ function getAutoCheck(dobISO: string): "mh" | "cmsp" {
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function parseEligibilityInput(
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raw: string
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): { memberId: string; display: string; iso: string } | null {
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// Find a date anywhere in the text (MM/DD/YYYY or MM-DD-YYYY)
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const dateMatch = raw.match(/\b(\d{1,2})[\/\-](\d{1,2})[\/\-](\d{4})\b/);
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if (!dateMatch) return null;
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const m = dateMatch[1];
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@@ -56,7 +73,6 @@ function parseEligibilityInput(
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const year = parseInt(y, 10);
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if (month < 1 || month > 12 || day < 1 || day > 31 || year < 1900) return null;
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// Remove the matched date, then collect remaining alphanumeric chars as member ID
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const withoutDate = raw.replace(dateMatch[0], "");
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const memberId = (withoutDate.match(/[a-zA-Z0-9]/g) ?? []).join("");
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if (!memberId) return null;
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@@ -78,11 +94,13 @@ export function ChatbotButton() {
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const [messages, setMessages] = useState<Message[]>(INITIAL_MESSAGES);
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const [pasteInput, setPasteInput] = useState("");
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const [parseError, setParseError] = useState("");
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const [eligibilityData, setEligibilityData] =
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useState<EligibilityData | null>(null);
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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 [, setLocation] = useLocation();
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const messagesEndRef = useRef<HTMLDivElement>(null);
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const pasteRef = useRef<HTMLTextAreaElement>(null);
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const freeTextRef = useRef<HTMLTextAreaElement>(null);
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useEffect(() => {
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messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
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@@ -92,10 +110,21 @@ export function ChatbotButton() {
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if (step === "eligibility-input") {
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setTimeout(() => pasteRef.current?.focus(), 50);
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}
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if (step === "menu") {
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setTimeout(() => freeTextRef.current?.focus(), 50);
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}
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}, [step]);
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const addMsg = (role: "bot" | "user", text: string) =>
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setMessages((prev) => [...prev, makeMsg(role, text)]);
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const addMsg = (role: "bot" | "user", text: string, isLoading = false) =>
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setMessages((prev) => [...prev, makeMsg(role, text, isLoading)]);
|
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const replaceLastMsg = (text: string) =>
|
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setMessages((prev) => {
|
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const next = [...prev];
|
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const last = next[next.length - 1];
|
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if (last) next[next.length - 1] = { ...last, text, isLoading: false };
|
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return next;
|
||||
});
|
||||
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const reset = () => {
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setStep("menu");
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@@ -103,6 +132,8 @@ export function ChatbotButton() {
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setPasteInput("");
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setParseError("");
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setEligibilityData(null);
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setFreeTextInput("");
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setPatientResult(null);
|
||||
};
|
||||
|
||||
const handleClose = () => {
|
||||
@@ -110,31 +141,15 @@ export function ChatbotButton() {
|
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reset();
|
||||
};
|
||||
|
||||
const handleOptionSelect = (
|
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option: "eligibility" | "schedule" | "claims" | "chat"
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) => {
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const handleOptionSelect = (option: "eligibility" | "schedule" | "claims") => {
|
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if (option === "schedule") {
|
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addMsg("user", "Schedule an appointment");
|
||||
addMsg("bot", "Opening the appointments page...");
|
||||
setTimeout(() => {
|
||||
setLocation("/appointments");
|
||||
setOpen(false);
|
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reset();
|
||||
}, 600);
|
||||
setTimeout(() => { setLocation("/appointments"); setOpen(false); reset(); }, 600);
|
||||
} else if (option === "claims") {
|
||||
addMsg("user", "View claims");
|
||||
addMsg("bot", "Opening the claims page...");
|
||||
setTimeout(() => {
|
||||
setLocation("/claims");
|
||||
setOpen(false);
|
||||
reset();
|
||||
}, 600);
|
||||
} else if (option === "chat") {
|
||||
addMsg("user", "General chat");
|
||||
addMsg(
|
||||
"bot",
|
||||
"This feature is coming soon! For now, use the quick options below to navigate."
|
||||
);
|
||||
setTimeout(() => { setLocation("/claims"); setOpen(false); reset(); }, 600);
|
||||
} else if (option === "eligibility") {
|
||||
addMsg("user", "Check Eligibility");
|
||||
addMsg("bot", "Please enter the patient's Member ID and Date of Birth:");
|
||||
@@ -145,25 +160,14 @@ export function ChatbotButton() {
|
||||
const handleEligibilitySubmit = () => {
|
||||
const parsed = parseEligibilityInput(pasteInput);
|
||||
if (!parsed) {
|
||||
setParseError(
|
||||
"Couldn't find both a Member ID and a date. Try: 123456789 01/15/1985"
|
||||
);
|
||||
setParseError("Couldn't find both a Member ID and a date. Try: 123456789 01/15/1985");
|
||||
return;
|
||||
}
|
||||
setParseError("");
|
||||
|
||||
const data: EligibilityData = {
|
||||
memberId: parsed.memberId,
|
||||
dob: parsed.display,
|
||||
dobISO: parsed.iso,
|
||||
};
|
||||
const data: EligibilityData = { memberId: parsed.memberId, dob: parsed.display, dobISO: parsed.iso };
|
||||
setEligibilityData(data);
|
||||
|
||||
addMsg("user", pasteInput.trim());
|
||||
addMsg(
|
||||
"bot",
|
||||
`Ready to check MassHealth eligibility for:\n• Member ID: ${parsed.memberId}\n• Date of Birth: ${parsed.display}\n\nShall I proceed?`
|
||||
);
|
||||
addMsg("bot", `Ready to check MassHealth eligibility for:\n• Member ID: ${parsed.memberId}\n• Date of Birth: ${parsed.display}\n\nShall I proceed?`);
|
||||
setStep("eligibility-confirm");
|
||||
};
|
||||
|
||||
@@ -171,22 +175,74 @@ export function ChatbotButton() {
|
||||
if (!eligibilityData) return;
|
||||
addMsg("user", "Yes, check now");
|
||||
addMsg("bot", "Opening the eligibility check page with this patient...");
|
||||
sessionStorage.setItem(
|
||||
"chatbot_eligibility",
|
||||
JSON.stringify({
|
||||
memberId: eligibilityData.memberId,
|
||||
dob: eligibilityData.dobISO,
|
||||
autoCheck: getAutoCheck(eligibilityData.dobISO),
|
||||
})
|
||||
);
|
||||
sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
|
||||
memberId: eligibilityData.memberId,
|
||||
dob: eligibilityData.dobISO,
|
||||
autoCheck: getAutoCheck(eligibilityData.dobISO),
|
||||
}));
|
||||
window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
|
||||
setTimeout(() => {
|
||||
setLocation("/insurance-status");
|
||||
setOpen(false);
|
||||
reset();
|
||||
}, 600);
|
||||
setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
|
||||
};
|
||||
|
||||
const handleEligibilityFromPatient = () => {
|
||||
if (!patientResult) return;
|
||||
addMsg("user", "Check eligibility now");
|
||||
addMsg("bot", "Opening the eligibility check page...");
|
||||
if (patientResult.insuranceId && patientResult.dateOfBirth) {
|
||||
sessionStorage.setItem("chatbot_eligibility", JSON.stringify({
|
||||
memberId: patientResult.insuranceId,
|
||||
dob: patientResult.dateOfBirth,
|
||||
autoCheck: getAutoCheck(patientResult.dateOfBirth),
|
||||
}));
|
||||
window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
|
||||
}
|
||||
setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
|
||||
};
|
||||
|
||||
const handleFreeTextSubmit = async () => {
|
||||
const text = freeTextInput.trim();
|
||||
if (!text || step === "ai-loading") return;
|
||||
setFreeTextInput("");
|
||||
addMsg("user", text);
|
||||
addMsg("bot", "Thinking...", true);
|
||||
setStep("ai-loading");
|
||||
|
||||
try {
|
||||
const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text });
|
||||
const data = await res.json();
|
||||
|
||||
replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
|
||||
|
||||
if (data.action === "navigate" && data.actionData?.url) {
|
||||
setTimeout(() => { setLocation(data.actionData.url); setOpen(false); reset(); }, 800);
|
||||
return;
|
||||
}
|
||||
|
||||
if (
|
||||
(data.action === "check_eligibility_prefill" || data.action === "show_patient") &&
|
||||
data.actionData?.patient
|
||||
) {
|
||||
setPatientResult(data.actionData.patient);
|
||||
setStep("patient-found");
|
||||
return;
|
||||
}
|
||||
|
||||
setStep("menu");
|
||||
} catch {
|
||||
replaceLastMsg("Sorry, something went wrong. Please try again.");
|
||||
setStep("menu");
|
||||
}
|
||||
};
|
||||
|
||||
const handleFreeTextKeyDown = (e: React.KeyboardEvent<HTMLTextAreaElement>) => {
|
||||
if (e.key === "Enter" && !e.shiftKey) {
|
||||
e.preventDefault();
|
||||
handleFreeTextSubmit();
|
||||
}
|
||||
};
|
||||
|
||||
const showFreeTextInput = step === "menu" || step === "ai-loading";
|
||||
|
||||
return (
|
||||
<>
|
||||
<Button
|
||||
@@ -202,11 +258,7 @@ export function ChatbotButton() {
|
||||
{open && (
|
||||
<>
|
||||
{/* Backdrop */}
|
||||
<div
|
||||
className="fixed inset-0 z-40"
|
||||
onClick={handleClose}
|
||||
aria-hidden
|
||||
/>
|
||||
<div className="fixed inset-0 z-40" onClick={handleClose} aria-hidden />
|
||||
|
||||
{/* Chat panel */}
|
||||
<div className="fixed top-16 right-0 z-50 w-80 h-[calc(100vh-4rem)] bg-white border-l shadow-2xl flex flex-col">
|
||||
@@ -225,15 +277,12 @@ export function ChatbotButton() {
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Messages + controls */}
|
||||
{/* Messages */}
|
||||
<div className="flex-1 overflow-y-auto p-4 space-y-3">
|
||||
{messages.map((msg) => (
|
||||
<div
|
||||
key={msg.id}
|
||||
className={cn(
|
||||
"flex",
|
||||
msg.role === "user" ? "justify-end" : "justify-start"
|
||||
)}
|
||||
className={cn("flex", msg.role === "user" ? "justify-end" : "justify-start")}
|
||||
>
|
||||
<div
|
||||
className={cn(
|
||||
@@ -243,12 +292,19 @@ export function ChatbotButton() {
|
||||
: "bg-gray-100 text-gray-800 rounded-tl-sm"
|
||||
)}
|
||||
>
|
||||
{msg.text}
|
||||
{msg.isLoading ? (
|
||||
<span className="flex items-center gap-1.5">
|
||||
<Loader2 className="h-3 w-3 animate-spin" />
|
||||
Thinking...
|
||||
</span>
|
||||
) : (
|
||||
msg.text
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
|
||||
{/* Step: menu */}
|
||||
{/* Quick-action buttons (menu step) */}
|
||||
{step === "menu" && (
|
||||
<div className="grid grid-cols-2 gap-2 pt-1">
|
||||
<button
|
||||
@@ -267,44 +323,30 @@ export function ChatbotButton() {
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleOptionSelect("claims")}
|
||||
className="flex items-center gap-2 p-3 rounded-xl border border-orange-300 hover:bg-orange-50 text-sm text-left transition-colors"
|
||||
className="flex items-center gap-2 p-3 rounded-xl border border-orange-300 hover:bg-orange-50 text-sm text-left transition-colors col-span-2"
|
||||
>
|
||||
<FileText className="h-4 w-4 text-orange-500 shrink-0" />
|
||||
<span>Claims</span>
|
||||
</button>
|
||||
<button
|
||||
onClick={() => handleOptionSelect("chat")}
|
||||
className="flex items-center gap-2 p-3 rounded-xl border border-gray-300 hover:bg-gray-50 text-sm text-left transition-colors"
|
||||
>
|
||||
<MessageSquare className="h-4 w-4 text-gray-500 shrink-0" />
|
||||
<span>Chat</span>
|
||||
</button>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Step: eligibility input */}
|
||||
{/* Eligibility manual input */}
|
||||
{step === "eligibility-input" && (
|
||||
<div className="space-y-2 bg-gray-50 rounded-xl p-3 border">
|
||||
<Label className="text-xs text-gray-600">
|
||||
Paste Member ID and Date of Birth
|
||||
</Label>
|
||||
<Label className="text-xs text-gray-600">Paste Member ID and Date of Birth</Label>
|
||||
<textarea
|
||||
ref={pasteRef}
|
||||
rows={3}
|
||||
placeholder={"e.g. 123456789 01/15/1985\nor 01/15/1985 123456789"}
|
||||
value={pasteInput}
|
||||
onChange={(e) => {
|
||||
setPasteInput(e.target.value);
|
||||
setParseError("");
|
||||
}}
|
||||
onChange={(e) => { setPasteInput(e.target.value); setParseError(""); }}
|
||||
className={cn(
|
||||
"w-full rounded-md border bg-white px-3 py-2 text-sm resize-none focus:outline-none focus:ring-2 focus:ring-ring",
|
||||
parseError && "border-red-400"
|
||||
)}
|
||||
/>
|
||||
{parseError && (
|
||||
<p className="text-xs text-red-500">{parseError}</p>
|
||||
)}
|
||||
{parseError && <p className="text-xs text-red-500">{parseError}</p>}
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
size="sm"
|
||||
@@ -314,26 +356,17 @@ export function ChatbotButton() {
|
||||
>
|
||||
Continue <ChevronRight className="h-3 w-3 ml-1" />
|
||||
</Button>
|
||||
<Button
|
||||
size="sm"
|
||||
variant="ghost"
|
||||
className="h-8 text-xs"
|
||||
onClick={reset}
|
||||
>
|
||||
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
|
||||
Cancel
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Step: confirm */}
|
||||
{/* Eligibility confirm */}
|
||||
{step === "eligibility-confirm" && (
|
||||
<div className="flex gap-2">
|
||||
<Button
|
||||
size="sm"
|
||||
className="flex-1 h-8 text-xs"
|
||||
onClick={handleConfirm}
|
||||
>
|
||||
<Button size="sm" className="flex-1 h-8 text-xs" onClick={handleConfirm}>
|
||||
Yes, Check Now
|
||||
</Button>
|
||||
<Button
|
||||
@@ -350,8 +383,72 @@ export function ChatbotButton() {
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* AI-found patient card */}
|
||||
{step === "patient-found" && patientResult && (
|
||||
<div className="bg-blue-50 border border-blue-200 rounded-xl p-3 space-y-2">
|
||||
<p className="text-xs font-semibold text-blue-800">
|
||||
{patientResult.firstName} {patientResult.lastName}
|
||||
</p>
|
||||
{patientResult.insuranceProvider && (
|
||||
<p className="text-xs text-blue-600">{patientResult.insuranceProvider}</p>
|
||||
)}
|
||||
{patientResult.insuranceId && (
|
||||
<p className="text-xs text-gray-500">ID: {patientResult.insuranceId}</p>
|
||||
)}
|
||||
{patientResult.dateOfBirth && (
|
||||
<p className="text-xs text-gray-500">DOB: {patientResult.dateOfBirth}</p>
|
||||
)}
|
||||
<div className="flex gap-2 pt-1">
|
||||
{patientResult.insuranceId && (
|
||||
<Button
|
||||
size="sm"
|
||||
className="flex-1 h-8 text-xs bg-primary hover:bg-primary/90"
|
||||
onClick={handleEligibilityFromPatient}
|
||||
>
|
||||
<Stethoscope className="h-3 w-3 mr-1" />
|
||||
Check Eligibility
|
||||
</Button>
|
||||
)}
|
||||
<Button size="sm" variant="ghost" className="h-8 text-xs" onClick={reset}>
|
||||
Done
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
<div ref={messagesEndRef} />
|
||||
</div>
|
||||
|
||||
{/* Persistent free-text input */}
|
||||
{showFreeTextInput && (
|
||||
<div className="shrink-0 border-t bg-white px-3 py-2">
|
||||
<div className="flex items-end gap-2">
|
||||
<textarea
|
||||
ref={freeTextRef}
|
||||
rows={2}
|
||||
placeholder='e.g. "check MARIA GONZALES" or "open claims"'
|
||||
value={freeTextInput}
|
||||
onChange={(e) => setFreeTextInput(e.target.value)}
|
||||
onKeyDown={handleFreeTextKeyDown}
|
||||
disabled={step === "ai-loading"}
|
||||
className="flex-1 resize-none rounded-lg border border-gray-200 bg-gray-50 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-ring disabled:opacity-50"
|
||||
/>
|
||||
<Button
|
||||
size="sm"
|
||||
className="h-9 w-9 p-0 shrink-0"
|
||||
onClick={handleFreeTextSubmit}
|
||||
disabled={!freeTextInput.trim() || step === "ai-loading"}
|
||||
>
|
||||
{step === "ai-loading" ? (
|
||||
<Loader2 className="h-4 w-4 animate-spin" />
|
||||
) : (
|
||||
<Send className="h-4 w-4" />
|
||||
)}
|
||||
</Button>
|
||||
</div>
|
||||
<p className="text-[10px] text-gray-400 mt-1 pl-1">Enter to send · Shift+Enter for new line</p>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
|
||||
@@ -169,6 +169,11 @@ export function Sidebar() {
|
||||
path: "/cloud-storage",
|
||||
icon: <Cloud className="h-5 w-5 text-sky-500" />,
|
||||
},
|
||||
{
|
||||
name: "AI Input Agent",
|
||||
path: "/ai-input-agent",
|
||||
icon: <Bot className="h-5 w-5 text-violet-500" />,
|
||||
},
|
||||
{
|
||||
name: "AI Dental Shopping",
|
||||
path: "/dental-shopping",
|
||||
|
||||
@@ -6,7 +6,7 @@ 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 } from "lucide-react";
|
||||
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus, Zap, SlidersHorizontal } from "lucide-react";
|
||||
import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
|
||||
|
||||
// ─── Types ────────────────────────────────────────────────────────────────────
|
||||
@@ -609,6 +609,133 @@ function NewPatientFlow() {
|
||||
);
|
||||
}
|
||||
|
||||
// ─── Users AI Chat (internal staff assistant) config ─────────────────────────
|
||||
|
||||
const INTERNAL_CHAT_PLACEHOLDER =
|
||||
`Examples of custom context you can add:
|
||||
• "This office primarily treats MassHealth patients — always prefer MassHealth eligibility checks."
|
||||
• "When a patient name is typed, also show their upcoming appointment if available."
|
||||
• "Default provider is Mary Scannell."`;
|
||||
|
||||
function InternalChatSettingsCard() {
|
||||
const { toast } = useToast();
|
||||
const [systemPrompt, setSystemPrompt] = useState("");
|
||||
const initialized = useRef(false);
|
||||
|
||||
const { data, isLoading } = useQuery<{ systemPrompt: string }>({
|
||||
queryKey: ["/api/ai/internal-chat-settings"],
|
||||
queryFn: async () => {
|
||||
const res = await apiRequest("GET", "/api/ai/internal-chat-settings");
|
||||
if (!res.ok) return { systemPrompt: "" };
|
||||
return res.json();
|
||||
},
|
||||
staleTime: Infinity,
|
||||
refetchOnWindowFocus: false,
|
||||
});
|
||||
|
||||
useEffect(() => {
|
||||
if (data && !initialized.current) {
|
||||
initialized.current = true;
|
||||
setSystemPrompt(data.systemPrompt ?? "");
|
||||
}
|
||||
}, [data]);
|
||||
|
||||
const saveMutation = useMutation({
|
||||
mutationFn: async (prompt: string) => {
|
||||
const res = await apiRequest("PUT", "/api/ai/internal-chat-settings", { systemPrompt: prompt });
|
||||
if (!res.ok) throw new Error("Failed to save");
|
||||
return res.json();
|
||||
},
|
||||
onSuccess: () => {
|
||||
queryClient.invalidateQueries({ queryKey: ["/api/ai/internal-chat-settings"] });
|
||||
toast({ title: "Users AI Chat settings saved" });
|
||||
},
|
||||
onError: () => {
|
||||
toast({ title: "Error", description: "Failed to save settings.", variant: "destructive" });
|
||||
},
|
||||
});
|
||||
|
||||
return (
|
||||
<Card>
|
||||
<CardContent className="py-6 space-y-5">
|
||||
<div className="flex items-center gap-2">
|
||||
<SlidersHorizontal className="h-5 w-5 text-primary" />
|
||||
<h3 className="text-lg font-semibold">Users AI Chat</h3>
|
||||
</div>
|
||||
|
||||
<p className="text-sm text-muted-foreground">
|
||||
Configure the AI assistant available to staff via the{" "}
|
||||
<span className="font-medium text-foreground">bot icon</span> in the top-right corner.
|
||||
Staff can type natural language commands such as{" "}
|
||||
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">"check MARIA GONZALES"</code>{" "}
|
||||
to search for a patient and pre-fill their eligibility check, or{" "}
|
||||
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">"open claims"</code>{" "}
|
||||
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>
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{/* Additional context / system prompt */}
|
||||
<div className="space-y-1.5">
|
||||
<div className="flex items-center gap-2">
|
||||
<Bot className="h-4 w-4 text-primary" />
|
||||
<span className="text-sm font-medium">Additional AI Context</span>
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Optional instructions injected into the AI's system prompt. Use this to describe your
|
||||
practice's preferences, common shortcuts, or patient demographics.
|
||||
</p>
|
||||
{isLoading ? (
|
||||
<p className="text-sm text-muted-foreground">Loading...</p>
|
||||
) : (
|
||||
<Textarea
|
||||
value={systemPrompt}
|
||||
onChange={(e) => setSystemPrompt(e.target.value)}
|
||||
placeholder={INTERNAL_CHAT_PLACEHOLDER}
|
||||
rows={5}
|
||||
className="text-sm resize-none"
|
||||
/>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-3 pt-1">
|
||||
<Button
|
||||
disabled={saveMutation.isPending || isLoading}
|
||||
className="bg-teal-600 hover:bg-teal-700 text-white"
|
||||
onClick={() => saveMutation.mutate(systemPrompt)}
|
||||
>
|
||||
{saveMutation.isPending ? "Saving..." : "Save"}
|
||||
</Button>
|
||||
{systemPrompt && (
|
||||
<Button
|
||||
variant="ghost"
|
||||
className="text-xs text-muted-foreground"
|
||||
onClick={() => setSystemPrompt("")}
|
||||
>
|
||||
Clear
|
||||
</Button>
|
||||
)}
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
// ─── Main component ───────────────────────────────────────────────────────────
|
||||
|
||||
export function AiChatSettingsCard() {
|
||||
@@ -1068,6 +1195,9 @@ export function AiChatSettingsCard() {
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/* ── Section 3: Users AI Chat ─────────────────────────────── */}
|
||||
<InternalChatSettingsCard />
|
||||
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
137
apps/Frontend/src/pages/ai-input-agent-page.tsx
Normal file
137
apps/Frontend/src/pages/ai-input-agent-page.tsx
Normal file
@@ -0,0 +1,137 @@
|
||||
import { Bot, Keyboard, FileCheck, CreditCard, Shield, Zap, ArrowRight } from "lucide-react";
|
||||
import { Card, CardContent } from "@/components/ui/card";
|
||||
|
||||
const SOFTWARE_TARGETS = [
|
||||
{ name: "Open Dental", color: "bg-blue-100 text-blue-700 border-blue-200" },
|
||||
{ name: "Eaglesoft", color: "bg-emerald-100 text-emerald-700 border-emerald-200" },
|
||||
{ name: "Dentrix", color: "bg-violet-100 text-violet-700 border-violet-200" },
|
||||
{ name: "Curve Dental", color: "bg-orange-100 text-orange-700 border-orange-200" },
|
||||
];
|
||||
|
||||
const CAPABILITIES = [
|
||||
{
|
||||
icon: <Shield className="h-5 w-5 text-teal-600" />,
|
||||
title: "Eligibility Results",
|
||||
description:
|
||||
"Automatically type insurance eligibility information — coverage status, plan details, deductibles, and co-pays — directly into the patient chart in your dental software.",
|
||||
},
|
||||
{
|
||||
icon: <FileCheck className="h-5 w-5 text-blue-600" />,
|
||||
title: "Claim Information",
|
||||
description:
|
||||
"Transfer claim numbers, claim status updates, and denial reasons from the insurance portal results into your claims module without manual re-entry.",
|
||||
},
|
||||
{
|
||||
icon: <CreditCard className="h-5 w-5 text-indigo-600" />,
|
||||
title: "Insurance Payments",
|
||||
description:
|
||||
"Post ERA / EOB payment details — amounts, adjustments, patient responsibility — directly into your payment ledger by typing them into the active software window.",
|
||||
},
|
||||
];
|
||||
|
||||
export default function AiInputAgentPage() {
|
||||
return (
|
||||
<div className="max-w-3xl mx-auto px-4 py-10 space-y-10">
|
||||
|
||||
{/* Hero */}
|
||||
<div className="text-center space-y-3">
|
||||
<div className="inline-flex items-center justify-center w-16 h-16 rounded-2xl bg-violet-100 mb-2">
|
||||
<Bot className="h-8 w-8 text-violet-600" />
|
||||
</div>
|
||||
<h1 className="text-3xl font-bold tracking-tight">AI Input Agent</h1>
|
||||
<p className="text-muted-foreground text-base max-w-xl mx-auto">
|
||||
An AI-powered agent that reads data from this app and types it directly into your
|
||||
current dental management software — no copy-paste, no manual re-entry.
|
||||
</p>
|
||||
<span className="inline-block bg-amber-100 text-amber-700 text-xs font-semibold px-3 py-1 rounded-full border border-amber-200">
|
||||
Coming Soon
|
||||
</span>
|
||||
</div>
|
||||
|
||||
{/* How it works */}
|
||||
<Card>
|
||||
<CardContent className="py-6 space-y-4">
|
||||
<div className="flex items-center gap-2">
|
||||
<Keyboard className="h-5 w-5 text-violet-500" />
|
||||
<h2 className="text-base font-semibold">How it works</h2>
|
||||
</div>
|
||||
<div className="flex flex-col sm:flex-row items-start sm:items-center gap-3 text-sm">
|
||||
{[
|
||||
"Retrieve data in this app\n(eligibility, claim, payment)",
|
||||
"Agent identifies the active\nfield in your dental software",
|
||||
"Types the value directly\nvia keyboard automation",
|
||||
].map((step, i) => (
|
||||
<div key={i} className="flex items-center gap-3 flex-1">
|
||||
<div className="flex-shrink-0 w-7 h-7 rounded-full bg-violet-100 text-violet-700 text-xs font-bold flex items-center justify-center">
|
||||
{i + 1}
|
||||
</div>
|
||||
<p className="whitespace-pre-line text-muted-foreground leading-snug">{step}</p>
|
||||
{i < 2 && <ArrowRight className="h-4 w-4 text-muted-foreground/40 hidden sm:block flex-shrink-0" />}
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground pt-1 border-t">
|
||||
The agent runs as a lightweight local process on your workstation. It receives
|
||||
instructions from this app and uses keyboard automation to type data into whatever
|
||||
window is currently focused in your dental software — no clipboard involved.
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/* What it will type */}
|
||||
<div className="space-y-3">
|
||||
<h2 className="text-base font-semibold">What it will type</h2>
|
||||
<div className="grid gap-4 sm:grid-cols-3">
|
||||
{CAPABILITIES.map((cap) => (
|
||||
<Card key={cap.title}>
|
||||
<CardContent className="py-5 space-y-2">
|
||||
<div className="flex items-center gap-2">
|
||||
{cap.icon}
|
||||
<span className="text-sm font-medium">{cap.title}</span>
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground leading-relaxed">
|
||||
{cap.description}
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
))}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Supported software */}
|
||||
<div className="space-y-3">
|
||||
<h2 className="text-base font-semibold">Planned software support</h2>
|
||||
<div className="flex flex-wrap gap-2">
|
||||
{SOFTWARE_TARGETS.map((s) => (
|
||||
<span
|
||||
key={s.name}
|
||||
className={`text-sm font-medium px-3 py-1.5 rounded-lg border ${s.color}`}
|
||||
>
|
||||
{s.name}
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
<p className="text-xs text-muted-foreground">
|
||||
Each software has its own field layout. The agent will include pre-built templates
|
||||
for common workflows in each platform.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Why */}
|
||||
<Card className="border-violet-200 bg-violet-50/50">
|
||||
<CardContent className="py-5 flex items-start gap-3">
|
||||
<Zap className="h-5 w-5 text-violet-500 mt-0.5 flex-shrink-0" />
|
||||
<div className="space-y-1">
|
||||
<p className="text-sm font-medium text-violet-900">Why this matters</p>
|
||||
<p className="text-sm text-violet-700 leading-relaxed">
|
||||
Staff currently check eligibility or look up a claim here, then manually retype
|
||||
every value into Open Dental or Eaglesoft. This agent eliminates that step entirely —
|
||||
one click sends the data straight into the right field.
|
||||
</p>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
</div>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user