Chat history was stored only in sessionStorage, causing member ID and DOB
to be lost when the session expired or corrupted — requiring logout/login.
Now history is saved to a per-user JSON file on the backend and loaded on
mount, so the LLM always has full conversation context.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claim file uploads (chatbot or manual) now save to both the Cloud
Storage patient folder and the Documents page via new
POST /api/claims/upload-to-cloud endpoint
- MH submit flow now calls uploadAttachmentsToLocalFolder (same as
DDMA/United/Tufts) so chatbot-attached X-rays are persisted
- Removed old /upload-attachments disk route and attachmentDiskStorage
multer config; deleted uploads/patients/ folder
- uploadAttachmentsToLocalFolder now points to /upload-to-cloud and
sends patientId so the backend can create the patient folder
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card
- For known patients: creates today's appointment immediately, then opens eligibility page
- For unknown patients: navigates to eligibility page; after Selenium creates the patient,
auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page
- Update MH Eligibility & Appointment button to create a today's schedule slot instead of
navigating to the appointments page; shows PDF preview on completion
- createAppointmentToday falls back from Column A to Column B when Column A is full;
returns column label in response so UI can display it
- Set AI-scheduled appointment duration to 15 minutes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts
- CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule
(2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.)
- Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count
- Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use
- Cancel on confirm card returns to chat (not full reset) so user can correct and retry
- Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second
chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed)
- check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients
- DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split)
- getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected)
- Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings
- AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day)
- AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add llm-factory.ts: unified LLM provider abstraction (Google/Claude/OpenAI)
- Install @langchain/anthropic and @langchain/openai packages
- resolveAiProvider picks active provider from DB settings (Claude > OpenAI > Google)
- All AI graphs (reminder, new-patient, reschedule, internal-chat) now accept provider+model params
- Add claudeAiModel, openAiModel, googleAiModel columns to ai_settings table
- New PUT /api/ai/provider-model route to save selected model per provider
- UI model dropdowns for Claude (Haiku/Sonnet/Opus), OpenAI (GPT-5.x series), Google (Gemini 2.5/3.x)
- Google AI section also gets model selector alongside existing API key field
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add OpenAI, Claude AI, and DentalManagement AI sections to the AI API
Setting page, each with a masked API key input and an on/off toggle
(defaulting to off). Rename sidebar label from "Google AI Settings" to
"AI API Setting". Add provider-key and provider-enabled backend endpoints
and extend the AiSettings schema with 6 new fields.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
