- Reset conversation stage to a fresh start on every new voice call
(recall and reminder alike), and on every hangup/timeout/goodbye,
so an abandoned or completed call never leaves a patient stuck
mid-flow for their next call or text.
- Add a staleness check to the SMS flow: after a long idle gap,
check whether the patient's reply still reads as a continuation
before resuming the stored stage, falling back to a friendly
"it's been a while" re-greeting when unsure.
- Fix parseTime() to handle Twilio's speech-to-text output, which
renders "pm"/"am" with periods and often drops the colon in a
spoken time (e.g. "100 p.m." -> 1:00 PM) — this was silently
failing and causing the AI to loop asking for a time it had
already been given.
- Extend the voice Gather timeout so the AI doesn't hang up on a
patient who just needs a few seconds to respond.
- Reword the recall-call opening line and rework the post-"yes"
prompt to ask for day and time together.
- Fix rclone WebDAV server to serve only the backups folder instead
of the entire backend app directory (was exposing .env and source).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a new recall conversation flow (recall-graph.ts) triggered from the
Patient Connection "AI Call" button: offers an existing patient a routine
exam & cleaning, classifies their yes/no reply, then books directly onto
the schedule (Column A, 30-minute slots, real conflict checking against
office hours and existing appointments) instead of only capturing a
preference for staff to follow up on.
Also adds a "Voice call" label in the message thread to distinguish call
transcripts from SMS, and updates the Call Templates settings UI with an
editable recall greeting.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
AI phone calls now route through the same routePatientTurn() rule engine
as SMS (office-hours checks, slot-conflict checks, MassHealth eligibility,
staff escalation) instead of a freeform LLM chat, and speak in the
patient's preferred language (English/Spanish). Adds a separate "Call
Templates" settings section so spoken wording can be customized
independently from SMS wording.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds an "AI Call" option alongside Call/SMS/Chat that places an outbound
call where Lisa converses live with the patient via Twilio speech
gather + TTS, using the same conversational AI as chat. Includes a
separate, user-editable Call Template (Settings > AI Chat/Call Settings)
so the call greeting can be customized independently of SMS templates.
Also fixes the outbound-call webhook URL to always use the fixed public
Twilio hostname (CLOUDFLARE_HOST) instead of deriving it from the
triggering request, since staff-browser requests arrive over the
LAN-only hostname, which Twilio can never reach.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- 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>
Replaces the old after-hours/new-patient SVG with an accurate diagram of
the current conversation flow: 3-message TwiML entry → insurance check →
MassHealth consent + ID/DOB → Selenium eligibility → ACTIVE/INACTIVE paths,
inactive branch asks for other insurance then collects contact info, and
office-hours-validated date/time scheduling with appointment creation.
Existing patient branch shows same-insurance confirmation, MassHealth
auto-check (stored ID+DOB), and Selenium result paths.
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 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>
Replace the old ASAP/next-week/Mon-Tue-Wed/morning-afternoon subtree with
the new direct datetime flow:
- MSG 1: AI self-introduction (sent first via REST API)
- MSG 2: "When would you like to reschedule?" (intent response)
- Patient gives date → day-open check (office hours) with fail loop
- AI asks time → hours check (within AM/PM session) with fail loop
- AI confirms: "Just to confirm — [date at time]?"
- Patient YES/NO → slot availability check with fail loop
- DB: appointment moved, AI badge shown on schedule grid
- Patient thanks → closing message
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>
