Clinician has signed a Chart Note

The following example demonstrates how to listen to form_answer_group.locked events and create a Task for another Organization Member to submit a CMS 1500 Claim. We assume that Biller is a designated person in your Organization and you can hardcode their User ID in the webhook handler.

Steps necessary to implement this automation:

• listen to a form_answer_group.locked webhook
• query the Healthie API to get the information about the related Patient
• create a task for the Biller to submit a CMS 1500 Claim

Implementation

{
  "resource_id": "123",
  "resource_id_type": "FormAnswerGroup",
  "event_type": "form_answer_group.locked"
}

The webhook payload may look like the JSON on the right side.

This event indicates that a Form has been signed and locked.

query getFormAnswerGroups($id: ID) {
  formAnswerGroup(id: $id) {
    id
    user {
      id
    }
  }
}

Variables (replace with the resource_id from webhook payload):

{
  "id": "123"
}

Now, let’s query the Healthie API to retrieve Form Answers.

{
  "data": {
    "formAnswerGroup": {
      "id": "123",
      "user": {
        "id": "200"
      }
    }
  }
}

The response should look like this.

The user.id property contains the Patient ID which we will use to create a Task related to this Patient.

mutation createTask($input: createTaskInput!) {
  createTask(input: $input) {
    task {
      id
      content
    }
  }
}

Input:

{
  "content": "Submit a CMS 1500 Claim",
  "user_id": "190", // Biller ID
  "client_id": "200" // Patient ID
}

Now let’s create a task for the Provider.

Replace the following input variables with data from the response:

Input	Response variable
user_id	Use your hardcoded ID of the Biller
client_id	user.id

This mutation will create a new Task for the Biller and associate it with the Patient.

Please refer to Tasks documentation to learn more about additional options like reminders and due dates.