Daybreak Health Intake System

An AI-powered mental health intake assessment system that streamlines patient onboarding through intelligent conversation, automated insurance verification, and data-driven therapist matching.

Overview

This Next.js application provides a complete patient intake experience combining:

Conversational AI for empathetic assessment
OCR Technology for insurance card scanning
Smart Matching for optimal therapist selection
Automated Scheduling with availability matching
PDF Summaries for patient records

Target Completion Time: 15-20 minutes

Features

1. Patient Information Collection

Demographics form with validation
Guardian information for minors
Insurance information with OCR scanning
HEIC image format support (iOS photos)
Manual data correction capability

2. AI-Powered Assessment

Natural conversation flow with GPT-4 Turbo
Crisis detection with immediate resources
Section-based progression (welcome, assessment, demographics, insurance, scheduling)
Voice input capability for accessibility
Chat history and context awareness

3. Insurance & Cost Estimation

Insurance card photo upload (front/back)
Automatic OCR text extraction
Real-time plan lookup
Clear cost breakdown:
- Per-session cost
- Deductible information
- Coverage percentage
- Network status

4. Therapist Matching

CSV-based algorithm using real clinician data
Multi-factor scoring:
- Insurance compatibility (50 points)
- Schedule availability match (40 points)
- Availability presence (10 points)
Top 10 recommendations with match explanations
Age-appropriate therapist selection

5. Appointment Scheduling

Weekly availability selector
Time block preferences (morning/afternoon/evening)
Timezone-aware scheduling
Available slot display from matched therapist
One-click appointment confirmation

6. Session Management

Visual progress tracking (0%, 33%, 66%, 100%)
Save & Exit with 6-digit PIN code
Resume session capability (7-day expiration)
Time estimation and elapsed time tracking
localStorage persistence for data recovery

7. Summary & PDF Generation

Comprehensive intake summary
Patient information display
Chat statistics and key topics
Cost estimate details
Therapist match information
Session timeline
Professional PDF download

Quick Start

Prerequisites

Node.js 18 or higher
OpenAI API key (Get one here)

Installation

# Clone the repository
git clone [repository-url]
cd db_onboard

# Install dependencies
npm install

# Set up environment variables
cp .env.local.example .env.local
# Edit .env.local and add your OpenAI API key:
# NEXT_PUBLIC_OPENAI_API_KEY=sk-your-actual-api-key-here

# Run development server
npm run dev

Open http://localhost:3000 to start using the application.

Available Scripts

npm run dev        # Start development server
npm run build      # Create production build
npm run start      # Run production server
npm run lint       # Run ESLint
npm run proxy      # Start WebSocket proxy (for voice features)
npm run dev:full   # Run dev server + proxy concurrently

Project Structure

db_onboard/
├── docs/                          # Documentation
│   ├── architecture/             # System design documents
│   ├── features/                 # Feature-specific docs
│   └── implementation/           # Implementation tracking
├── memory-bank/                   # Project memory
│   ├── projectbrief.md           # Project overview
│   ├── productContext.md         # Product goals and UX
│   ├── activeContext.md          # Current work focus
│   ├── systemPatterns.md         # Architecture patterns
│   ├── techContext.md            # Technology stack
│   └── progress.md               # Status and roadmap
├── src/
│   ├── app/                      # Next.js app router
│   │   ├── api/                  # API routes
│   │   ├── intake/               # Intake flow pages
│   │   └── test-*/               # Feature test pages
│   ├── components/
│   │   ├── chat/                 # Chat interface
│   │   ├── forms/                # Form components
│   │   ├── insurance/            # Insurance features
│   │   ├── layout/               # Layout components
│   │   ├── matching/             # Therapist matching
│   │   ├── scheduling/           # Scheduling UI
│   │   ├── summary/              # Summary & PDF
│   │   └── voice/                # Voice input
│   ├── data/                     # Static data (JSON)
│   └── lib/
│       ├── api/                  # OpenAI integration
│       ├── stores/               # Zustand state management
│       ├── types/                # TypeScript types
│       ├── utils/                # Utility functions
│       └── voice/                # Voice processing
├── data/                          # Test data and CSV files
│   └── Daybreak Health Test Cases/  # Real clinician data
├── public/                        # Static assets
├── .env.local                     # Environment variables (create this)
├── package.json                   # Dependencies
├── README.md                      # This file
└── SETUP.md                       # Detailed setup guide

Documentation

Getting Started

SETUP.md - Detailed installation and configuration guide
docs/FILE_ORGANIZATION.md - Documentation structure overview

Project Context (Memory Bank)

The memory-bank directory contains the complete project knowledge base:

projectbrief.md - Project overview and requirements
productContext.md - User experience and goals
systemPatterns.md - Architecture and design patterns
techContext.md - Technology stack and setup
progress.md - Current status and roadmap
activeContext.md - Current work focus

Technical Documentation

Architecture (`docs/architecture/`)

SIMPLIFIED_CHAT_FLOW_SUMMARY.md - Conversation management
chat-ai-flow-spec.md - AI integration details
COST_ESTIMATION_DATA_ANALYSIS.md - Cost calculation logic

Features (`docs/features/`)

CSV_MATCHING_README.md - Matching algorithm details
THERAPIST_MATCHING_IMPLEMENTATION.md - Implementation guide
SCHEDULING_IMPLEMENTATION.md - Scheduling system overview

Implementation Status (`docs/implementation/`)

COMPLETE_FLOW_DOCUMENTATION.md - Full flow documentation
FLOW_VERIFICATION.md - Flow testing and verification
SECURITY_REFACTOR_COMPLETE.md - Security improvements
WELCOME_FLOW_FIX.md - Welcome flow updates
Additional implementation tracking files

Data Schema

DATA_SCHEMA_DOCUMENTATION.md - CSV data structure

Component Documentation

Component-specific READMEs are co-located with components:

src/components/summary/README.md - PDF generation and display
src/components/matching/README.md - Therapist selection UI
src/components/scheduling/README.md - Availability selector

Technology Stack

Core

Next.js 15.1.3 - React framework with App Router
React 19 - UI library
TypeScript 5 - Type safety
Tailwind CSS 3.4 - Styling

AI & Processing

OpenAI GPT-4 Turbo - Conversational AI
Tesseract.js - OCR for insurance cards
Whisper API - Voice transcription

State & Data

Zustand 5.0 - State management with persistence
date-fns - Date manipulation
CSV parsing - Client-side data processing

UI & UX

Framer Motion - Animations
Lucide React - Icons
jsPDF - PDF generation
html2canvas - Screenshot capability

Utilities

heic2any - iOS image format support
WebSocket - Real-time voice communication

Key Workflows

1. Patient Intake Flow

Welcome → Demographics → Insurance → Assessment → Scheduling → Confirmation → Summary

2. Therapist Matching Flow

Patient Data → CSV Parse → Scoring Algorithm → Ranked Results → Selection → Appointment

3. Conversation Flow

User Message → Crisis Check → Answer Extract → Save → Section Check → Next Question or Summary

Testing

Test Pages

The application includes dedicated test pages for each feature:

/test-csv-matching - Test therapist matching with sample data
/test-insurance - Test insurance OCR and cost estimation
/test-matching - Test matching algorithm
/test-scheduling - Test scheduling interface

Running Tests

npm test              # Run unit tests
npm run test:watch    # Watch mode
npm run test:coverage # Coverage report

Development Features

Section Jumper (Dev Tool)

Access the section jumper in development mode to quickly navigate between intake sections:

Press keyboard shortcut (check component)
Or use the floating dev tool button

Environment Variables

# Required
NEXT_PUBLIC_OPENAI_API_KEY=sk-...

# Optional (Future)
DATABASE_URL=
API_BASE_URL=
SENTRY_DSN=

Deployment

Build for Production

npm run build
npm run start

Deployment Platforms

Vercel (recommended) - One-click deployment
AWS - Full control
DigitalOcean - Simple and affordable

Pre-Production Checklist

Security & Privacy

Current State (Development)

Input sanitization implemented
Crisis detection active
localStorage for data persistence
Client-side API calls (development only)

Production Requirements

Move API calls server-side
Implement authentication
HTTPS everywhere
Data encryption at rest
HIPAA compliance
Audit logging
BAA with vendors

Performance

Current Metrics (Dev)

Bundle size: ~450KB (gzipped)
Initial load: ~2s
CSV parsing: ~50ms (400 rows)
Matching: ~10ms (50 therapists)

Optimization Targets

Bundle size: < 400KB
Initial load: < 1.5s
Lighthouse score: > 90

Browser Support

Chrome 90+ ✅
Firefox 88+ ✅
Safari 14+ ✅
Edge 90+ ✅
Mobile browsers (iOS Safari 14+, Chrome for Android) ✅

Known Issues

High Priority

API key is client-side (security concern for production)
Test coverage needs improvement

Medium Priority

Some test files need updating after refactors
Voice WebSocket proxy error recovery

Low Priority

Bundle size could be optimized
Code splitting not fully optimized

See Progress for complete list.

Contributing

Development Workflow

Create feature branch
Make changes with TypeScript types
Add/update tests
Update documentation
Run linter: npm run lint
Submit pull request

Code Style

TypeScript strict mode
Functional components with hooks
Tailwind for styling
ESLint rules enforced

Roadmap

Completed ✅

Core intake flow
AI conversation system
Insurance OCR and cost estimation
CSV-based therapist matching
Appointment scheduling
PDF summary generation
Voice input capability
Session save/resume

In Progress 🚧

Documentation organization
Test coverage improvement

Planned 📋

Backend API and database
Email notifications
Admin dashboard
Real-time availability updates
Mobile app (React Native)
EHR integration

See Progress for detailed roadmap.

Support

Documentation

Getting Started: SETUP.md for installation
Project Context: memory-bank/ for complete project understanding
Architecture: docs/architecture/ for system design
Features: docs/features/ for feature implementation guides
Components: Component READMEs (e.g., src/components/*/README.md) for component details
File Organization: docs/FILE_ORGANIZATION.md for documentation structure

Common Issues

"OpenAI API key is not configured"

Create .env.local with your API key
Restart dev server

CSV files not loading

Check webpack config in next.config.ts
Ensure CSV files exist in data/Daybreak Health Test Cases/

HEIC images not converting

Ensure heic2any is installed
Check browser console for errors

License

Private - Daybreak Health

Acknowledgments

OpenAI for GPT-4 Turbo API
Next.js team for excellent framework
Open source community for libraries

Built with ❤️ for better mental health care access

For detailed setup instructions, see SETUP.md

For project architecture and patterns, see memory-bank/systemPatterns.md

Name		Name	Last commit message	Last commit date
Latest commit History 6 Commits
data		data
docs		docs
lib/utils		lib/utils
public		public
server		server
src		src
.gitignore		.gitignore
README.md		README.md
SETUP.md		SETUP.md
eslint.config.mjs		eslint.config.mjs
jest.config.js		jest.config.js
jest.setup.js		jest.setup.js
next.config.ts		next.config.ts
package-lock.json		package-lock.json
package.json		package.json
postcss.config.mjs		postcss.config.mjs
tailwind.config.ts		tailwind.config.ts
tsconfig.json		tsconfig.json
view_questionnaires.ipynb		view_questionnaires.ipynb

Folders and files

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Daybreak Health Intake System

Overview

Features

1. Patient Information Collection

2. AI-Powered Assessment

3. Insurance & Cost Estimation

4. Therapist Matching

5. Appointment Scheduling

6. Session Management

7. Summary & PDF Generation

Quick Start

Prerequisites

Installation

Available Scripts

Project Structure

Documentation

Getting Started

Project Context (Memory Bank)

Technical Documentation

Architecture (docs/architecture/)

Features (docs/features/)

Implementation Status (docs/implementation/)

Data Schema

Component Documentation

Technology Stack

Core

AI & Processing

State & Data

UI & UX

Utilities

Key Workflows

1. Patient Intake Flow

2. Therapist Matching Flow

3. Conversation Flow

Testing

Test Pages

Running Tests

Development Features

Section Jumper (Dev Tool)

Environment Variables

Deployment

Build for Production

Deployment Platforms

Pre-Production Checklist

Security & Privacy

Current State (Development)

Production Requirements

Performance

Current Metrics (Dev)

Optimization Targets

Browser Support

Known Issues

High Priority

Medium Priority

Low Priority

Contributing

Development Workflow

Code Style

Roadmap

Completed ✅

In Progress 🚧

Planned 📋

Support

Documentation

Common Issues

License

Acknowledgments

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Resources

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