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feat: auto-populate patient fields from member ID on eligibility page

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When a member ID is typed on the insurance eligibility page, debounced
lookup fills in date of birth, first name, and last name if the patient
already exists in the database.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-08 14:30:29 -04:00
parent 9908e5b5fd
commit e9296c68f9
7 changed files with 81 additions and 8 deletions
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18
apps/Frontend/src/components/settings/ai-chat-templates-card.tsx
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@@ -5,12 +5,13 @@ import { Button } from "@/components/ui/button";
import { Textarea } from "@/components/ui/textarea";
import { useToast } from "@/hooks/use-toast";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info } from "lucide-react";
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, CalendarX } from "lucide-react";
type AiChatTemplates = {
reminderGreeting: string;
newPatientGreeting: string;
generalFallback: string;
rescheduleGreeting: string;
};
type OfficeContact = {
@@ -24,6 +25,8 @@ const DEFAULTS = {
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
generalFallback:
"How can I help you today?",
rescheduleGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you find a new appointment time that works for you. Would you like to reschedule your appointment?",
};
function preview(text: string, officeName: string) {
@@ -36,6 +39,7 @@ export function AiChatTemplatesCard() {
const [reminderGreeting, setReminderGreeting] = useState(DEFAULTS.reminderGreeting);
const [newPatientGreeting, setNewPatientGreeting] = useState(DEFAULTS.newPatientGreeting);
const [generalFallback, setGeneralFallback] = useState(DEFAULTS.generalFallback);
const [rescheduleGreeting, setRescheduleGreeting] = useState(DEFAULTS.rescheduleGreeting);
const initialized = useRef(false);
const { data: officeContact } = useQuery<OfficeContact | null>({
@@ -66,6 +70,7 @@ export function AiChatTemplatesCard() {
setReminderGreeting(templates.reminderGreeting || DEFAULTS.reminderGreeting);
setNewPatientGreeting(templates.newPatientGreeting || DEFAULTS.newPatientGreeting);
setGeneralFallback(templates.generalFallback || DEFAULTS.generalFallback);
setRescheduleGreeting(templates.rescheduleGreeting || DEFAULTS.rescheduleGreeting);
}
}, [templates]);
@@ -93,6 +98,7 @@ export function AiChatTemplatesCard() {
reminderGreeting: reminderGreeting.trim() || DEFAULTS.reminderGreeting,
newPatientGreeting: newPatientGreeting.trim() || DEFAULTS.newPatientGreeting,
generalFallback: generalFallback.trim() || DEFAULTS.generalFallback,
rescheduleGreeting: rescheduleGreeting.trim() || DEFAULTS.rescheduleGreeting,
});
};
@@ -126,6 +132,15 @@ export function AiChatTemplatesCard() {
onChange: setGeneralFallback,
placeholder: DEFAULTS.generalFallback,
},
{
key: "reschedule" as const,
icon: <CalendarX className="h-4 w-4 text-primary" />,
label: "Reschedule Patients",
description: "Sent when the office initiates a reschedule flow for a patient.",
value: rescheduleGreeting,
onChange: setRescheduleGreeting,
placeholder: DEFAULTS.rescheduleGreeting,
},
];
return (
@@ -196,6 +211,7 @@ export function AiChatTemplatesCard() {
setReminderGreeting(DEFAULTS.reminderGreeting);
setNewPatientGreeting(DEFAULTS.newPatientGreeting);
setGeneralFallback(DEFAULTS.generalFallback);
setRescheduleGreeting(DEFAULTS.rescheduleGreeting);
}}
>
Reset to defaults