feat: AI chat scheduling, claim automation, and session improvements
- Internal AI chat: schedule_appointment intent books earliest available slot in Column A using office hours; claim_only intent looks up latest past appointment for service date, asks user when two appointments are within 7 days, auto-triggers correct Selenium worker with mapped prices - Gemini model updated to gemini-flash-latest; conversation history (15 messages) passed for pronoun/reference resolution; history trimmed to start with user turn so Gemini doesn't reject the context - Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey matching; "tufs" now resolves to TUFTS_SCO - DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate; autoCheck now fires for all insurance types, not just MH/CMSP - Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts) accept formToUse and receive fee-schedule-priced form; prefillDone set after chatbot code prefill so autoSubmit gate opens correctly - Chatbot: chat history persisted in sessionStorage, cleared on logout and auto-logout; Clear button writes fresh state synchronously; message history window increased to 15 - DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before sign-in to persist OTP trust cookie across sessions Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -7,6 +7,8 @@ export type InternalChatIntent =
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| "eligibility_by_id" // by explicit memberId + dob (no name)
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| "check_and_claim" // eligibility + claim procedures
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| "find_patient" // look up patient record only
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| "schedule_appointment" // add patient to today's (or specified) schedule
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| "claim_only" // submit claim for procedures (no eligibility check)
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| "navigate_claims"
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| "navigate_schedule"
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| "general";
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@@ -14,13 +16,16 @@ export type InternalChatIntent =
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export interface ChatClassification {
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intent: InternalChatIntent;
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// --- patient resolution (one of name OR id+dob) ---
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patientName?: string; // for check_eligibility / find_patient
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patientName?: string; // for check_eligibility / find_patient / schedule_appointment
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memberId?: string; // for eligibility_by_id / check_and_claim
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dob?: string; // for eligibility_by_id / check_and_claim (MM/DD/YYYY)
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// --- insurance hint (only if explicitly stated in the message) ---
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insuranceHint?: string; // raw text, e.g. "masshealth", "BCBS", "CCA"
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// --- procedures (raw text, NOT CDT codes — CDT lookup is done in workflow) ---
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procedureNames?: string[]; // for check_and_claim, e.g. ["perio exam", "adult cleaning"]
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// --- scheduling ---
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appointmentDate?: string; // for schedule_appointment, YYYY-MM-DD (omit = today)
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appointmentTime?: string; // for schedule_appointment, HH:MM 24h (omit = 09:00)
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fallbackReply: string;
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}
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@@ -38,43 +43,61 @@ Respond ONLY with valid JSON (no markdown fences):
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"dob": "<date of birth in MM/DD/YYYY if given>",
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"insuranceHint": "<insurance name only if explicitly stated in the message, e.g. 'masshealth', 'BCBS MA', 'CCA'>",
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"procedureNames": ["<raw procedure name>", ...],
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"appointmentDate": "<YYYY-MM-DD if a specific date is mentioned, omit for today>",
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"appointmentTime": "<HH:MM 24h if a specific time is mentioned, omit if not stated>",
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"fallbackReply": "<1-2 sentence reply to show the user>"
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}
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Omit any field that is not present in the message.
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Intents:
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- check_eligibility : user wants to check insurance for a patient identified by NAME only
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e.g. "check Maria Jesus", "verify insurance for John Smith"
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- eligibility_by_id : user provides a member ID and date of birth (no patient name)
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e.g. "check masshealth for 100xxxx, 10/10/1988"
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- check_and_claim : user wants to check eligibility AND submit procedures as claims
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e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
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e.g. "check Maria Jesus and claim D0120 D1110"
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- find_patient : look up a patient record only, no eligibility
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e.g. "find patient John", "look up Smith"
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- navigate_claims : open the claims page
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- navigate_schedule : open the appointments/schedule page
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- general : anything else
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- check_eligibility : user wants to check insurance for a patient identified by NAME only
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e.g. "check Maria Jesus", "verify insurance for John Smith"
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- eligibility_by_id : user provides a member ID and date of birth (no patient name)
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e.g. "check masshealth for 100xxxx, 10/10/1988"
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- check_and_claim : user wants to check eligibility AND submit procedures as claims
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e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
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e.g. "check Maria Jesus and claim D0120 D1110"
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- find_patient : look up a patient record only, no eligibility
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e.g. "find patient John", "look up Smith"
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- schedule_appointment : add a patient to the schedule (today or a specified date/time)
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e.g. "put John Smith in today's schedule"
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e.g. "schedule Maria at 2pm tomorrow"
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e.g. "add Jane Doe at 10:30"
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- claim_only : submit a claim for procedures WITHOUT an eligibility check
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e.g. "claim comprehensive exam and Pano for her"
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e.g. "claim D0120 and D1110 for John Smith"
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e.g. "bill adult cleaning for Maria"
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Use this when no eligibility check is requested — just billing/claiming services
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- navigate_claims : open the claims page
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- navigate_schedule : open the appointments/schedule page
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- general : anything else
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Rules:
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- For check_and_claim, procedureNames should be the RAW user text
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- For check_and_claim and claim_only, procedureNames should be the RAW user text
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(e.g. "perio exam", "adult cleaning", "D0120") — do NOT translate to codes
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- insuranceHint is only set when the user explicitly names an insurance in the message
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- Keep fallbackReply to 1-2 sentences
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- For navigate intents, fallbackReply = "Opening the [page] page..."`;
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- For navigate intents, fallbackReply = "Opening the [page] page..."
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- For schedule_appointment, appointmentDate omitted means today; appointmentTime omitted means no preference
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- IMPORTANT: Use the conversation history to resolve pronouns and references.
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If the user says "her", "him", "them", "the patient", or "same patient", look back through
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the conversation history to find the patient name that was mentioned most recently.
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Always populate patientName (or memberId) from history when a pronoun is used.
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Never return an empty patientName just because the current message uses a pronoun.`;
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// ─── Classifier ───────────────────────────────────────────────────────────────
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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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extraSystemPrompt?: string,
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history: { role: "user" | "assistant"; text: 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:
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"I can search for a patient, check eligibility, run check & claim, or navigate to claims or appointments.",
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"I can search for a patient, check eligibility, run check & claim, schedule appointments, or navigate to claims or appointments.",
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};
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if (!apiKey) return fallback;
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@@ -84,9 +107,24 @@ export async function classifyInternalChat(
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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 llm = new ChatGoogleGenerativeAI({ model: "gemini-flash-latest", apiKey });
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// Gemini requires conversation to start with a user turn — drop any leading assistant messages
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const trimmedHistory = history.slice(
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history.findIndex((h) => h.role === "user")
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).filter((_, i, arr) => {
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// Also drop consecutive same-role messages (keep last of each run)
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if (i === arr.length - 1) return true;
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return arr[i]!.role !== arr[i + 1]!.role;
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});
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const historyMessages = trimmedHistory.map((h) => ({
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role: h.role,
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content: h.text,
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}));
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const response = await llm.invoke([
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{ role: "system", content: systemPrompt },
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...historyMessages,
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{ role: "user", content: message },
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]);
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