- 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>
- 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>
- Add 3-message intro (self-intro → empathetic ack → new/existing question) via single TwiML response to guarantee delivery order
- Detect reschedule intent from first message; look up existing appointment date
- New patient flow: ask insurance type → MassHealth consent → member ID + DOB → Selenium eligibility check
- Post-eligibility: active → ask appointment date/time with office-hours validation; inactive → ask other insurance or collect contact info
- Date/time collection mirrors reschedule flow: check office day open, ask time, validate against office hours
- Auto-create appointment in schedule for known patients on confirmation; use first available staff member
- Add openPhoneReply toggle (Settings → AI Chat) to respond to any number at any time
- Add 5-minute inactivity timeout: reset conversation to initial stage and clear pending state
- Normalize MassHealth DOB to zero-padded MM/DD/YYYY before Selenium submission
- Expand isExistingPatient classifier to recognize "old patient", "old", "previous", "prior"
- Existing patient confirmation message now acknowledges patient type before asking about insurance
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
