- New DialPad component on Patient Connection page: clickable keypad,
call/hangup/mute buttons, duration timer, keyboard input support
- Backend: POST /api/twilio/voice-token issues Access Token for browser
Device; POST /api/twilio/webhook/voice-browser is the TwiML webhook
Twilio calls to bridge the browser to the patient's phone
- TwiML App SID field added to Twilio Settings (stored in templates JSON)
- README: one-time Twilio Console setup instructions for the dial pad
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Reschedule for Column button on schedule page with AI follow-up toggle (default on)
- Add POST /api/twilio/send-reschedule-batch — sends Reschedule by Office template, starts AI reschedule conversation per patient
- Add {officePhone} (office call-in number) and {twilioPhone} (SMS number) variable replacement in both batch endpoints
- Fix broken variable names in Reschedule by Office template ({office phone number) → {officePhone}, {Twilio phone number} → {twilioPhone})
- Fix reschedule-graph: when patient replies with date in same message as YES/NO (e.g. "ok, 5/18"), AI now checks day open and asks for time instead of asking "what day and time?"
- Fix twilio-webhooks: same date-shortcut logic for reminder flow — "no, 5/18" skips "when to reschedule?" and goes straight to day check
- Update LangGraph SVG: rename to Reminder & Reschedule Flow, combine both entry points (Reminder SMS + Reschedule SMS) into one diagram with date-shortcut annotations
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add streetAddress/city/state/zipCode fields to OfficeContact (schema + storage + UI)
- Support {officeAddress} variable in batch reminder SMS
- Replace single SMS template field with full CRUD template list (add/rename/edit/delete)
- Store SMS template list under _sms_template_list; first template synced to batch reminder
- Hardcode all AI chat template defaults into codebase (reminder SMS, greetings, fallback)
- Add seed-templates.ts that auto-seeds default templates for all users on server boot
- Update README: note that templates are auto-configured on first boot
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>
- Replace in-memory Maps in aiHandoffStore with DB-backed async functions
using new patient_conversation table (stage + aiHandoff per patient)
- Add afterHoursEnabled to ai_settings table (persists across restarts)
- Fix runtime crash in reschedule-graph: mon/tue/wed variables were out
of scope in the next-week fallback branch (ReferenceError)
- Wire rescheduleGreeting and generalFallback chat templates through to
LangGraph nodes so user-configured messages take effect
- Add otherNode to reminder-graph to handle unclassified patient replies
(e.g. "I want another appointment") and route to booking flow
- Fetch chatTemplates once per webhook request instead of per stage
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>
