diff --git a/src/components/call-desk/ai-chat-panel.tsx b/src/components/call-desk/ai-chat-panel.tsx
index 6d73315..2502b0a 100644
--- a/src/components/call-desk/ai-chat-panel.tsx
+++ b/src/components/call-desk/ai-chat-panel.tsx
@@ -27,7 +27,7 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
 
     const token = localStorage.getItem('helix_access_token') ?? '';
 
-    const { messages, input, handleSubmit, handleInputChange, isLoading, append } = useChat({
+    const { messages, input, handleSubmit, handleInputChange, isLoading, append, setMessages } = useChat({
         api: `${API_URL}/api/ai/stream`,
         streamProtocol: 'text',
         headers: {
@@ -49,6 +49,28 @@ export const AiChatPanel = ({ callerContext, onChatStart }: AiChatPanelProps) =>
         }
     }, [messages, onChatStart]);
 
+    // Auto-fire a patient-summary request when a caller with a leadId appears
+    // on the panel. Resets whenever the caller changes (new incoming call) so
+    // each call starts fresh. The sidecar's AI agent inspects the leadId and
+    // replies with appointment/disposition/notes history when the caller is
+    // a returning patient, or a brief "net-new caller" ack otherwise.
+    const autoFiredForLeadRef = useRef<string | null>(null);
+    useEffect(() => {
+        const leadId = callerContext?.leadId ?? null;
+        if (!leadId) return;
+        if (autoFiredForLeadRef.current === leadId) return;
+
+        // New caller — clear any prior chat state and fire the summary prompt.
+        autoFiredForLeadRef.current = leadId;
+        setMessages([]);
+        chatStartedRef.current = false;
+        const name = callerContext?.leadName ?? 'this caller';
+        append({
+            role: 'user',
+            content: `Give me a quick summary of ${name} — prior appointments, last disposition, any outstanding notes. If net-new, say so.`,
+        });
+    }, [callerContext?.leadId, callerContext?.leadName, append, setMessages]);
+
     const handleQuickAction = (prompt: string) => {
         append({ role: 'user', content: prompt });
     };
diff --git a/src/components/call-desk/enquiry-form.tsx b/src/components/call-desk/enquiry-form.tsx
index ba984c4..b8da10f 100644
--- a/src/components/call-desk/enquiry-form.tsx
+++ b/src/components/call-desk/enquiry-form.tsx
@@ -287,7 +287,15 @@ export const EnquiryForm = ({ isOpen, onOpenChange, callerPhone, leadName, leadI
                     <Checkbox isSelected={followUpNeeded} onChange={setFollowUpNeeded} label="Follow-up Needed" />
                     {followUpNeeded && (
                         <div className="flex-1 max-w-[180px]">
-                            <Input type="date" value={followUpDate} onChange={setFollowUpDate} isRequired aria-label="Follow-up Date" />
+                            <input
+                                type="date"
+                                value={followUpDate}
+                                min={new Date().toISOString().split('T')[0]}
+                                onChange={(e) => setFollowUpDate(e.target.value)}
+                                required
+                                aria-label="Follow-up Date"
+                                className="w-full rounded-lg border border-primary bg-primary px-3 py-2 text-sm text-primary outline-none focus:border-brand-primary"
+                            />
                         </div>
                     )}
                 </div>
diff --git a/src/pages/call-desk.tsx b/src/pages/call-desk.tsx
index 4db54f9..618b7cc 100644
--- a/src/pages/call-desk.tsx
+++ b/src/pages/call-desk.tsx
@@ -19,7 +19,7 @@ import { cx } from '@/utils/cx';
 export const CallDeskPage = () => {
     const { user } = useAuth();
     const { leadActivities, calls, followUps: dataFollowUps, patients, appointments } = useData();
-    const { callState, callerNumber, callUcid, dialOutbound } = useSip();
+    const { callState, callerNumber, callUcid, dialOutbound, isRegistered } = useSip();
     const { missedCalls, followUps, marketingLeads, loading } = useWorklist();
     const [selectedLead, setSelectedLead] = useState<WorklistLead | null>(null);
     const [contextOpen, setContextOpen] = useState(true);
@@ -204,11 +204,11 @@ export const CallDeskPage = () => {
                                     </div>
                                     <button
                                         onClick={handleDial}
-                                        disabled={dialling || dialNumber.replace(/[^0-9]/g, '').length < 10}
+                                        disabled={!isRegistered || dialling || dialNumber.replace(/[^0-9]/g, '').length < 10}
                                         className="w-full flex items-center justify-center gap-2 rounded-lg bg-success-solid py-2.5 text-sm font-medium text-white hover:opacity-90 disabled:bg-disabled disabled:cursor-not-allowed transition duration-100 ease-linear"
                                     >
                                         <FontAwesomeIcon icon={faPhone} className="size-3.5" />
-                                        {dialling ? 'Dialling...' : 'Call'}
+                                        {dialling ? 'Dialling...' : !isRegistered ? 'Telephony unavailable' : 'Call'}
                                     </button>
                                 </div>
                             )}
diff --git a/src/pages/patients.tsx b/src/pages/patients.tsx
index 25bb978..0ea1d53 100644
--- a/src/pages/patients.tsx
+++ b/src/pages/patients.tsx
@@ -6,7 +6,6 @@ import { faIcon } from '@/lib/icon-wrapper';
 
 const SearchLg = faIcon(faMagnifyingGlass);
 import { Avatar } from '@/components/base/avatar/avatar';
-import { Badge } from '@/components/base/badges/badges';
 // Button removed — actions are icon-only now
 import { Input } from '@/components/base/input/input';
 import { Table, TableCard } from '@/components/application/table/table';
@@ -134,7 +133,6 @@ export const PatientsPage = () => {
                             <Table.Header>
                                 <Table.Head label="PATIENT" isRowHeader />
                                 <Table.Head label="CONTACT" />
-                                <Table.Head label="TYPE" />
                                 <Table.Head label="GENDER" />
                                 <Table.Head label="AGE" />
                                 <Table.Head label="ACTIONS" />
@@ -196,17 +194,6 @@ export const PatientsPage = () => {
                                                 </div>
                                             </Table.Cell>
 
-                                            {/* Type */}
-                                            <Table.Cell>
-                                                {patient.patientType ? (
-                                                    <Badge size="sm" color="gray">
-                                                        {patient.patientType}
-                                                    </Badge>
-                                                ) : (
-                                                    <span className="text-sm text-placeholder">—</span>
-                                                )}
-                                            </Table.Cell>
-
                                             {/* Gender */}
                                             <Table.Cell>
                                                 <span className="text-sm text-secondary">
diff --git a/src/providers/sip-provider.tsx b/src/providers/sip-provider.tsx
index 55f510c..20eb5dc 100644
--- a/src/providers/sip-provider.tsx
+++ b/src/providers/sip-provider.tsx
@@ -43,6 +43,8 @@ export const SipProvider = ({ children }: PropsWithChildren) => {
     const setCallUcid = useSetAtom(sipCallUcidAtom);
     const setCallDuration = useSetAtom(sipCallDurationAtom);
     const setCallStartTime = useSetAtom(sipCallStartTimeAtom);
+    const setIsMutedGlobal = useSetAtom(sipIsMutedAtom);
+    const setIsOnHoldGlobal = useSetAtom(sipIsOnHoldAtom);
 
     // Register Jotai setters so the singleton SIP manager can update atoms
     useEffect(() => {
@@ -51,8 +53,10 @@ export const SipProvider = ({ children }: PropsWithChildren) => {
             setCallState,
             setCallerNumber,
             setCallUcid,
+            setIsMuted: setIsMutedGlobal,
+            setIsOnHold: setIsOnHoldGlobal,
         });
-    }, [setConnectionStatus, setCallState, setCallerNumber, setCallUcid]);
+    }, [setConnectionStatus, setCallState, setCallerNumber, setCallUcid, setIsMutedGlobal, setIsOnHoldGlobal]);
 
     // Auto-connect SIP on mount — only if Agent entity has SIP config
     useEffect(() => {
diff --git a/src/state/sip-manager.ts b/src/state/sip-manager.ts
index 5190ca7..cb6f51f 100644
--- a/src/state/sip-manager.ts
+++ b/src/state/sip-manager.ts
@@ -13,6 +13,8 @@ type StateUpdater = {
     setCallState: (state: CallState) => void;
     setCallerNumber: (number: string | null) => void;
     setCallUcid: (ucid: string | null) => void;
+    setIsMuted: (muted: boolean) => void;
+    setIsOnHold: (onHold: boolean) => void;
 };
 
 let stateUpdater: StateUpdater | null = null;
@@ -83,7 +85,13 @@ export function connectSip(config: SIPConfig): void {
             if (ucid) stateUpdater?.setCallUcid(ucid);
 
             if (state === 'ended' || state === 'failed') {
-                sipClient?.unmute(); // clear any mute state so it doesn't persist to next call
+                // Reset both the SIP track AND the Recoil state — otherwise the
+                // UI icon + toggle-mute branch logic stay "muted" and the next
+                // call opens in a confusing half-muted state.
+                sipClient?.unmute();
+                sipClient?.unhold();
+                stateUpdater?.setIsMuted(false);
+                stateUpdater?.setIsOnHold(false);
                 outboundActive = false;
                 outboundPending = false;
             }