Schema Reference
Queries
advanceAppointmentPrices  Fetch advance appointment prices
allergySuggestions  Search results for allergies, allergens, and reactions
announcement  Fetch an announcement
announcements  Fetch an array of announcements for a provider
announcementsCount  Number of announcements for a provider
apiKeys  Fetch paginated API Keys collection
apiKeysCount  Number of API Keys
appliedTag  An applied tag to a user
appliedTags  Applied tags to a users
appointment  fetch an appointment by id, group appointments are (considered public)
appointmentBookingWarnings  Return potential booking issues for an appointment, date, time, repeats, attendees, and provider.
appointmentFrequencyData  returns metadata about appointments for provider dashboard
appointmentInclusion  fetch an appointment by id, group appointments are (considered public)
appointmentLocation  fetch an appointment location by id (considered public)
appointmentLocations  get appointment locations that the current user can use. (considered public)
appointmentNumberPerDayOfMonth  Returns a json hash of the number of appointments in each day of the month. The month is the month that the passed day is in.
appointmentRequest  Fetch a single appointment requests for a provider or organization
appointmentRequests  Fetch a collection of appointment requests for a provider or organization
appointmentSetting  fetch a Appointment Setting by id (considered public)
appointmentType  fetch an appointment type by id (considered public)
appointmentTypeCreditChanges  Fetch credit history for the specific appointment type
appointmentTypes  Fetch paginated Appointment Type collection (considered public)
appointmentTypesCount  Number of appointment types (considered public)
appointmentWorkflowStatuses  Fetch paginated appointment workflow statuses collection
appointments  Fetch paginated appointment collection
appointmentsCount  Number of Appointments
appointmentsSummary  Data summary for appointment reports
assumedBrand  Get the assumed brand for the current user
auditLog  Fetch paginated audit log.
autoTaskGenerators  fetch auto task generators belonging to a specific user
automatedInsuranceBillingSetting  fetch the automated insurance billing setting
availabilities  Fetch availabilities for range
availabilitiesCount  number of availabilities
availability  Fetch availability
availabilitySummaryJson  (Limited availability, subject to breaking changes). JSONified Hash with summary of availability.
availableItemTypes  Fetch available item types (for use in onboarding items)
availableSlotsForRange  Get open appointment times for a date range. Returns array of dates sorted in ascending order (considered public)
baseCms1500ForUser  Get the Cms1500 Policies object for a given claim and client
basicUserInfoFromToken  Get basic info about User from signup token
billableIcdCodes deprecated DEPRECATED: All ICD Codes that are allowed to be used in healthcare claims
billingItem  fetch a billing item by id
billingItems  Fetch paginated billing items collection
billingItemsCount  Number of billing items
brand  fetch a Brand by id (considered public)
brandFromCustomSignInPath  fetch a Brand by custom sign in path (considered public)
brandInfo  get info used on authentication pages for either a dietitian or partner
calendarViewSetting  Fetch a calendar view settings for current user
canCapOfferingPurchases  Check if the user has access to the package buy limit feature
canInvoiceSenderSeeRecipient  Check if provider has access to client
candidHealthConnection  fetch the current users candidhealth connection
cardIssues  Fetch paginated stripe customer accounts with associated errors or soon to expire credit cards
cardIssuesCount  Fetch paginated stripe customer accounts with associated errors or soon to expire credit cards
carePlan  fetch a single care plan
carePlans  Fetch paginated care plan collection
carePlansCount  Number of care plans
carePlansTemplatesCount  Number of care plans templates
cdaActivityEvents  Fetch list of patient-initiated CDA activity events
changeClaimSubmitter  fetch the current users Change Health connection
chargeBack  fetch a chargeback by the Healthie ID or the Stripe Dispute ID.
chargeBacks  fetch all charge backs for a user or organization
chargeBacksCount  fetch count of all charge backs
chargeDisputes  Fetch Stripe Charge Disputes for an organization
chartNotes  Load all charting notes accessible by this user
chartNotesCount  Count of charting notes accessible by this user
chartingItems  All items to include in the charting list
chartingItemsCount  All items to include in the charting list
chartingNoteAddendum  Fetch a charting note addendum by id
chatSetting  fetch a Chat Setting
closeToCurrentVideoChats  get current video chats for a user.
cms1500  Fetch a CMS1500 by ID
cms1500s  Fetch paginated Cms1500s collection
cms1500sCount  Number of Cms1500s
colorCodeOptions  Color Code Options for a given category
comment  Fetch comment
comments  Fetch comments collection
commentsCount  number of comments
completedCourseItem  fetch a completedCourseItem by course_item_id and user_id
completedOnboardingItem  Get the completed onboarding item by ID
contactTypes  All Contact Types For Current User
conversation  fetch a conversation by id
conversationMembership  fetch a conversation membership by id
conversationMembershipInvitees  fetch a conversationmembership by id and invitees
conversationMemberships  Fetch paginated conversation memberships collection
conversationMembershipsCount  Number of conversationmembership
conversations  Fetch current user's conversations. It is normally better to use the conversationMemberships query.
conversationsCount  Number of conversation
course  fetch a course by id (considered public)
courseClients  fetch clients belonging to a course by course_id
courseClientsCount  total number of clients for a specific course
courseCompletionInfo  Get course completion info for users and user_groups
courseGroupClients  Course group memberships for the course
courseGroupClientsCount  Total clients in course group memberships
courseItem  fetch a courseitem by id (considered public)
courseItemCustomEmails  get all custom custom emails for a current user
courseItemDocuments  get all documents for current user, can optionally include the attached org document by providing course_id and course_item_id.
courseItemForms  get all custom module forms for a current user
courseItems  Course items info for the course membership
courseMembership  fetch a courseMembership by id
courseMemberships  Fetch paginated course membership collection
courseMembershipsCount  Number of course memberships
courses  Fetch paginated course collection
coursesCount  Number of course
cptCodes  All CPT Codes
cptCodesCount  CPT Codes count
currentUser  fetch the current user.
currentUserNotificationsCount  fetch the current users notifications count.
currentVideoChats  get current video chats for a user.
customEmail  Custom Email object
customEmailPreview  A HTML string containing mailer template for certain email type
customEmails  Fetch paginated custom emails collection
customEmailsCount  Number of custom emails
customModuleForm  fetch a custom module form by ID (templates are considered public)
customModuleForms  All form templates for the current user
customModuleFormsCount  Fetch paginated count for provider custom module forms
daysAvailableForRange  get open appointment times for a range (considered public)
document  fetch a document by id
documentViewings  Get Document Viewings for a specific document. A 'View' is when a document is downloaded or opened in a new tab
documentViewingsCount  Number of instances for a document viewings for a specific document
documents  Fetch paginated documents collection
documentsCount  Number of documents
dosespotUserInfo  Fetch User Info on DoseSpot Object
dosespot_ui_link  Fetch the iframe link to prescribe for a given patient (patient must have valid phone_number, dob, location.line1, location.city, location.state, and location.zip)
draft  draft by conversation_membership id
drugAllergen  Fetch an allergen by ID
drugAllergens  Search for allergens by name
dsiComment  Fetch DSI comment for given intervention_type
dynamicLink  Fetch a link from Fullscript to create a treatment plan for a given user
embedWidgetSteps  fetch embed steps based off of params
entries  Fetch paginated entries collection
entriesCount  Number of entries
entry  fetch an entry by id
episodesOfCare  Fetch paginated episodes of care collection
externalCalendars  Fetch paginated external calendars collection
featureToggle  fetch a featureToggle by id
featureToggleForEditing  fetch a featureToggle by id
folder  fetch a folder by id
folders  Fetch paginated folders collection
foldersCount  Number of folders
foodSearch  Fetch food items
foodSearchCount  Get size of food items that matches the keyword
formAnswerGroup  Fetch a form answer group by id
formAnswerGroups  All filled forms for a given set of arguments
formAnswerGroupsCount  The number of filled forms for a given set of a arguments
formHistories  Form histories owned by a patient and related to a sourceable form (RequestedFormCompletion / OnboardingItem)
formHistoriesCount  Total count of form histories owned by a patient and related to a sourceable form (RequestedFormCompletion / OnboardingItem)
formTypesToRequest  Fetch available forms to request
fullscriptPractitionerTypes  Fullscript practitioners that share the same clinic id as organization owner
fullscriptPractitioners  Fullscript practitioners that share the same clinic id as organization owner
goal  fetch a goal by id
goalHistories  All completed goals for a given set of users
goalHistoriesCount  All completed goals for a given set of users
goalHistory  Fetch goal history
goalInstances  A goal's instances
goalInstancesCount  Number of instances for a goal
goalTemplates  Goal templates for given user
goalTemplatesCount  Number of Goal templates for given user
goals  All goals, either for a given user or for all of the providers clients
goalsCount  Number of goal
goalsData  All goals data
goalsOverallCompletionRateInfo  Overall completion percentage of goals
goalsStreakCount  Overall completion percentage of goals
hasConditionalQuestionEditing  When true, the user can set up question conditions in the form builder
hasFormsToComplete  Checks if the specified user has any forms to complete.
hasSubLabels  When true, the user can add sublabels to questions in the form builder
healthAssessments  Fetch Health Assessments
icdCode  Fetch ICD Code by ID
icdCodes  All ICD Codes
icdCodesCount  Count of all ICD Codes
importDataRequest  fetch import data request by user_id
initialCms1500  A new CMS1500 form with some objects already prefilled
initialFormAnswers  Initial form answers for a given user and template
initialServiceDate  Initial date of service for a new form answer group
initializedOfferingIncludes  appointment types related to offering
insuranceAuthorization  Insurance Authorization belonging to a client
insurancePlans  Get all potential insurance plans
insurancePlansCount  Get all potential insurance plans
intakeFlow  Fetch intake flow
integrationsList  Fetch list of available integrations
invoiceBasePrice  get the base price for the invoice based off the associated item
labFiltersData  Get options for lab filters
labOptions  Fetch all lab options (considered public)
labOrder  Fetch onboarding flows collection
labOrders  Fetch lab orders collection
labOrdersCount  Number of lab orders related to the current user
labResult  Fetch a laboratory result by ID
lastCM  Fetch most recent conversationMembership
lastClientActivities  The 6 most recently active clients
loadMoreNotesCalled  has loadMoreNotes been called
location  fetch a location by id
locationResources  Get location resources
locations  Get locations for a given user (or current user)
locationsCount  A count of available locations for the current user
mealSearch  Fetch user meals
mealSearchCount  Get size of user meals that matches the keyword
meal_plan_options  Meal plan options from user Living Plate account. Nil if no Living Plate account associated
medication  Fetch a medication by ID
medication_options  Fetch an array of medications options. Considered Public
medications  Fetch an array of medications for a given patient
medications_count  Fetch count of medications for a given patient
metricGraphData  Fetch data for the metric graphs for a given user
metricGraphsData  Fetch data for the metric graphs for a given user
monthlyBillingItemsData  returns metadata about monthly payments
multiLineMetricGraphData  Fetch data for multi line metric graphs for a given user
newClientPriceString  String containing info for the user about the client upgrade price
newOrganizationPriceString  String containing info for the user about the org upgrade price
newOrganizationSupportPriceString  String containing info for the user about the org upgrade price when adding a new support user
nextAppointment  Fetch closest appointment
nextAvailableSlot  get open appointment times for a range (considered public)
nextCourseItem  fetch a courseitem by id (considered public)
note  fetch a note by id
noteViewedStatus  get the viewed status of a note
note_scheduler  Fetch note scheduler by id
notes  Fetch paginated note collection for given conversation
notesCount  Number of notes
notificationCount  get count of notifications for a given user (or for the current user)
notificationSetting  fetch a Notification Setting by id
notifications  get notifications for a given user (or for the current user)
offering  fetch an offering by id (considered public)
offeringBillingItems  Fetch paginated list of users associated with an offering
offeringBillingItemsCount  Number of users associated with an offering
offeringCoupons  Fetch paginated coupon offerings collection
offeringCouponsCount  Number of offering coupons
offeringGroupVisibilities  get all user groups relating to offerings
offeringImages  All OfferingImage that have no user_id
offerings  Fetch paginated offerings collection (considered public)
offeringsCount  Number of offerings (considered public)
offeringsData  returns metadata about offerings purchased
officeallySftpAccount  fetch the current users officeally sftp connection
onboardingFlow  Fetch an onboarding flow by id or uuid
onboardingFlows  Fetch onboarding flows collection
onboardingFlowsCount  Number of onboarding flows
onboardingItem  fetch an onboarding item by id (considered public)
orgProvidersCptCodes  Returns all cpt codes associated with org providers
organization  fetch an organization by id, by provider id, or by the current_user, demographic org info is (considered public)
organizationCptCode  Returns organization cpt code object
organizationFeeScheduleCptCode  Fetch CPT code and fee schedule pricing by CPT code ID
organizationFeeScheduleCptCodes  Provides CPT codes for an organization as configured in their fee schedule
organizationInfo  Fetch organization info by id
organizationMembers  fetch members of organization
organizationMembersCount  org members count
organizationMembership  Get the organization membership info of the current user, basic org member info is (considered public)
organizationMemberships  Get the organization memberships
otherIdNumber  fetch an Other Id Number by id
otherIdNumbers  A collection of Other ID's and its Qualifiers for given user
paginate_transfers  returns true if the there are more transfers to load
patientEncounter  Fetch a patient encounter
pdfLetterheadTemplatePreview  PDF Letterhead HTML String. Falls back to the system default template unless `pdf_letterhead_template_id` is given
permissionTemplate  Fetch permission template
permissionTemplates  Get Permission Templates
permissionTemplatesCount  Number of permission templates
pharmacies  Fetch an array of pharmacies given search parameters
pharmacy  Fetch a pharmacy given dosespot pharmacy id
placeOfServices  fetch all place of services
plan  fetch a Plan by id (considered public)
policy  fetch a policy by id
preferred_medical_codes  Fetch collection of preferred CPT/ICD codes
prescription  Fetch a prescriptions for a given patient and prescription id pulled from Dosespot
prescriptionMedications  Fetches combined list of prescriptions and medications
prescriptions  Fetch an array of prescriptions for a given patient pulled from Dosespot
prevCourseItem  fetch a courseitem by id (considered public)
products  Fetch paginated product collection
productsCount  Number of products
provider  fetch a provider by id
providerAcceptedInsurancePlan  Fetch a single accepted insurance plan for a provider
providerAcceptedInsurancePlans  Accepted insurance plans for a provider
providerAppointmentLocations  get provider appointment locations.
providerCptCodes  Returns all cpt codes associated with this provider
questionBankModules  Fetch generic custom modules for use in the form builder
receiptLineItems  Fetch receipt_line_items collection by super_bill_id
receivedDirectMessage  Fetch received direct message via ID
receivedDirectMessages  Fetch Received Direct Messages
receivedDirectMessagesCount  Fetch number of Received Direct Messages
receivedFax  Fetch Received Fax by ID
receivedFaxes  Fetch paginated Received Faxes collection
receivedFaxesCount  Number of Received Faxes
recentFoods  Fetch recent food items
recurringForms  Fetch recurring forms collection
recurringPayment  Fetch a recurring payment by id
recurringPayments  Fetch active recurring_payments
referral  Fetch Referral by ID
referringPhysician  Get referring physician based on id
referringPhysicians  all referring physicians based on current user
referringPhysiciansCount  Number of referring physicians
requestedFormCompletion  fetch a requested form completion by id
requestedFormCompletions  Fetch requested form completions collection
requestedPayment  fetch a requested payment (invoice) by id
requestedPayments  Fetch paginated Requested Payments collection
requestedPaymentsCount  Number of Requested Payments
savedFilter  Fetch specific saved filter
savedFilters  Fetch all saved filters for a user or organization
scheduledMessageBlasts  Fetch user's scheduled message blasts
scheduledUserPackageSelections  Fetch collection of all scheduled packages
sdkConfig  SDK configuration
sentDirectMessage  Fetch sent direct message via ID
sentDirectMessages  Fetch number of Sent Direct Messages
sentDirectMessagesCount  Fetch number of Sent Direct Messages
sentFax  Fetch sent Fax by ID
sentFaxes  Fetch paginated Sent Faxes collection
sentFaxesCount  Number of Sent Faxes
sentNotificationRecord  Fetch a single notification record by ID.
sentNotificationRecords  Fetch notification list for a specific client or list of clients.
sentNotificationRecordsCount  Get number of SentNotificationRecord entries
sentWebhooks  Fetch paginated SentWebhooks collection. SentWebhook records are available for 180 days.
sentWebhooksCount  Number of SentWebhooks. SentWebhook records are available for 180 days.
servingSizes  Fetch serving sizes for a food
shareNotePreview  A HTML string of charting note answers
showScheduledTab  Should current user see scheduled chat tab
signedStreamName  Get the signed stream name for a given stream name
smartPhrases  Fetch user smart phrases
smartPhrasesCount  Get size of user smart phrases that matches the keyword
startingSuperBillCptCodes  initial cpt codes for a new super bill
startingSuperBillIcd10s  initial icd10 codes for a new super bill
stateLicenses  Return providers' state licenses
stripeBankAccount  Default Stripe bank account object associated to a practitioner stripe account
stripeCompany  Information about the user's stripe company
stripeCountries  An array containing information about countries that stripe supports
stripeCountry  An object containing info about a country that stripe supports
stripeCustomerDetails  Fetch all stripe payment cards for user
subGoals  All subgoals for a given goal
subGoalsCount  Number of subgoals
subscription  Get the current users subscription
superBill  fetch a superbill by id
superBills  Fetch paginated super bills collection
superBillsCount  Number of super bills
surescriptsReportedMedicationHistory  Fetch an array of medications from the Surescripts history (via Dosespot). Note patient consent needs to be confirmed via the API prior.
tags  A collection of tags related to current patient/provider/organization
tagsCount  Number of tags
tasks  All tasks assigned to a provider or client
tasksCount  All tasks assigned to a provider or client
timesForRange deprecated  transactions  fetch transactions for the current user
transfers  fetch transfers for the current user
treatmentPlans  Fetch an array of treatment plans and recommended products from Fullscript given a user id
unassociatedCompletedOnboardingItems  Get the users completed onboarding items, that are not part of the users current flow
ungroupedCourseMemberships  fetch ungrouped course memberhips belonging to a a specific course
ungroupedCourseMembershipsCount  count of ungrouped course memberhips for a specific course
user  fetch a user by id
userGroup  fetch a user group by id
userGroups  Fetch paginated user groups collection
userGroupsCount  Number of user groups
userPackageSelections  Fetch collection of all purchased packages
users  Fetch paginated patients collection (use organizationMembers query for providers)
usersCount  Number of users
validateCoupon  Check if a coupon is valid, and return the new price (considered public)
validateResetPasswordToken  Check if a reset password token is valid
validateSignupToken  Check if a signup token is valid
visualizeDashboard  Fetch static Visualize dashboard by type
webhookEventTypes  Fetch possible Webhook event types
webhooks  Fetch paginated Webhooks collection
webhooksCount  Number of Webhooks
whitelabelSetting  Whitelabel setting to use
writeOff  Fetch Write Off by ID
zoomSdkJwt  Generate a JWT to be used in the client-side Zoom SDK. This is just available on production, and requires your account to be approved by Healthie. The JWT is valid for 1 day.
Mutations
addPharmacy  Add a pharmacy to the user
bulkApply  Apply selected tags on a specific user
bulkApplyCarePlanTemplate  Apply care plan to the passed array of clients and/or groups
bulkCreateAvailability  bulk create Availability
bulkCreateEntries  creates bulk Entries (intended for apple health only for the time being)
bulkDeleteTasks  Delete tasks
bulkUpdateCardIssues  Update unseen card issues on a provider
bulkUpdateCarePlanUsers  Trigger notification email or care plan activation for each user related to the selected care plans. In case of activation, a group care plan will be activated for each user of user_group(unless a user already have an active care plan). If you want to activate selected care plan for only one user(user of group) use ToggleCarePlanStatusForSpecificUser mutation
bulkUpdateClients  Update multiple clients at once. Will change user group for multiple clients if user_group_id passed, otherwise clients will be archived
cancelRecurringPayment  Cancels the recurring payment for a patient.
changeDevicesAvailability  disabled devices in video chat
clearUnreconciledObjects  Delete unreconciled allergies/problems/medications
completeCcdaReconciliation  Complete a CCDA Reconciliation, based on user choice
completeCheckout  Complete the checkout for booking or buying
completeCourseDocument  Create CompletedCourseItem for related document
convertGeneratedFormAnswerGroup  Converts a generated form answer group to a form answer group
copyCourse  Copy a Course
copyCustomModule  Copy Custom Module
copyCustomModuleForm  copy Custom Module Form
copyOffering  Copy an Offering
createAcceptedInsurancePlan  Create Accepted Insurance Plans
createAddendum  Create a new addendum for the selected charting note
createAllergySensitivity  Create AllergySensitivity
createAnnouncement  Create Announcement
createApiKey  create API Key. This capability needs to be turned on for your account first
createAppleHealth  Create AppleHealth
createAppointment  create appointment mutation for providers. Clients use the completeCheckout mutation
createAppointmentFormAnswerGroupConnection  Create a connection between a form answer group and an appointment.
createAppointmentRequest  Create a new appointment request as a part of the booking flow
createAppointmentSetting  create an Appointment Setting
createAppointmentType  create Appointment Type
createAppointmentTypeCptCode  Create an Appointment Type CPT Code Object
createAutoTaskGenerator  Create auto task generator
createAutomatedInsuranceBillingSetting  create automated insurance billing setting
createAvailability  Create availability
createBillingItem  create billing item
createBrand  create Brand
createCarePlan  Create and return a care plan
createChangeHealthPatient  creates ChangeHealth patient record
createChatSetting  create an Chat Setting
createClient  Create a Client
createClientRestrictionAuthorization  Create client restriction authorization
createClientViaForm deprecated create a client account via a form (e.g a lead capture form) or match to an existing client by name and email. This endpoint is meant to be called unauthenticated. If you want the client to buy or book something at the same time, use the CompleteCheckout mutation.
createCms1500  create CMS1500
createCognitiveStatus  Create a CognitiveStatus Object
createComment  create Comment
createCompletedCourseItem  create CompletedCourseItem
createCompletedOnboardingItem  create CompletedOnboardingItem
createContact  Creates a Contact
createConversation  create Conversation
createCourse  create Course
createCourseBenefit  create CourseBenefit
createCourseItem  create CourseItem
createCustomEmail  create custom email
createCustomFood  Create a Custom Food
createCustomModule  create Custom Module
createCustomModuleForm  create Custom Module Form
createDocument  create Document
createDosespotClinician  Create dosespot clinician
createDraft  create Draft
createDsiComment  Create a DSI comment
createEbook  create ebook
createEntry  creates a new Entry
createEpisodeOfCare  Create an Episode of Care
createExternalCalendar  Create an External Calendar
createFamilyHistory  Create Family History
createFaxAcctInfo  create Fax Acct Info
createFaxLineRequest  Create and return a fax line request
createFeatureToggle  Create a FeatureToggle and Return FeatureToggle
createFitbit  Create Fitbit
createFolder  create Folder
createFormAnswerGroup  create FormAnswerGroup
createFullscriptPractitioner  Create a Fullscript practitioner account using the Fullscript API
createFunctionalStatus  Create a FunctionalStatus Object
createGoal  create Goal
createGoalHistory  create Goal History
createGoogleFit  Create GoogleFit
createGroup  Create a Group
createHealthConcern  Create a HealthConcern Object
createImmunization  Create an Immunization
createImplantableDeviceUser  Create Implantable Device User association
createImportDataRequest  Create an import data request
createInsuranceAuthorization  create an insurance authorization
createInsurancePlan  Create Insurance Plan
createLabOrder  Create Lab Order
createLocation  create Location
createMeal  Create a Meal
createMedication  Create Medication
createMessageBlast  create Message Blast
createNote  create Note
createNotificationContact  create a Notification Contact
createOffering  create offering
createOfferingCoupon  Create an Offering Coupon
createOfficeallySftpAccount  create OfficeallySftpAccount
createOnboardingFlow  create OnboardingFlow
createOnboardingItem  create OnboardingItem
createOrAddToWaterIntakeEntry  creates a new entry or add to existing water intake entry for the day
createOrganization  create Organization
createOrganizationCptCode  Create an Organization CPT Code Object
createOrganizationMembership  create OrganizationMembership
createPartner  Creates a Partner
createPaymentIntent  Create a Stripe Payment Intent. Currently used for supporting additional payment methods via a custom front-end. When the payment succeeds, Healthie will receive a webhook and automatically complete the checkout.
createPdfLetterheadTemplate  Create `PdfLetterheadTemplate`
createPermissionTemplate  create Permission Template
createPersonalizationQuestionnaire  create Personalization Questionnaire
createPreferredMedicalCode  Create favorite CPT/ICD code
createProcedure  Create a Procedure Object
createProduct  Create a product
createProviderAcceptedInsurancePlans  Create one or more accepted insurance plan associations for a specific provider.
createProviderCptCodes  Create ProviderCPTCode Objects
createRecommendation  Create a care plan recommendation
createReferral  Create new Referring Physician
createReferringPhysician  Create new Referring Physician
createRequestedFormCompletion  create requested form, creates the RequestedFormCompletion in the background and returns only a status message unless using the legacy recipient_id argument which returns the created RequestedFormCompletion
createRequestedPayment  create requested payment
createRupaOrder  Create a Rupa order
createSavedFilter  Create a new saved filter
createSentDirectMessage  Create a sent direct message
createSentFax  create Sent Fax
createSetupIntent  Create a Stripe Setup Intent. Used for setting up payment methods for future usage without immediately charging.
createSmartPhrase  Create a Smart Phrase
createSmokingStatus  Create a Smoking Status
createStripeCustomerDetail  Creates a new payment card
createSubscription  create Subscription
createSuperBill  create super bill
createTag  Create a custom user tag
createTask  Create a task for provider
createUniqueDeviceIdentifier  Create a UniqueDeviceIdentifier Object
createVisitor  Creates a Visitor
createWebhook  Create Webhook
createWriteOff  Create a Write-off
deleteAcceptedInsurancePlan  Destroy Accepted Insurance Plan
deleteAllergySensitivity  Destroy AllergySensitivity
deleteAnnouncement  Destroy Announcement
deleteApiKey  Destroy API Key
deleteAppleHealth  Destroy AppleHealth
deleteAppointment  Delete an Appointment
deleteAppointmentFormAnswerGroupConnection  Remove a form_answer_groups connection to an appointment
deleteAppointmentRequest  Delete an existing appointment request
deleteAppointmentType  Destroy an AppointmentType
deleteAppointmentTypeCptCode  Delete a AppointmentTypeCptCode Object
deleteAutoTaskGenerator  Delete auto task generator
deleteAvailability  delete Availability
deleteBillingItem  Destroy a Billing Item
deleteCarePlan  Destroy a Care Plan
deleteCarePlanConnection  Remove connection for related item(document/goal/recommendation)
deleteClientRestrictionAuthorization  Delete client restriction authorization
deleteCms1500  Destroy a Cms1500
deleteCognitiveStatus  Delete a CognitivesStatus Object
deleteComment  Destroy a Comment
deleteConversationMembership  Destroy a Conversation Membership
deleteCourse  Destroy a Course
deleteCourseBenefit  Destroy a Course Benefit
deleteCourseGroup  Destroy a Course Group
deleteCourseItem  Destroy a Course Item
deleteCourseMembership  Destroy a Course Membership
deleteCustomEmail  Destroy a Custom Email
deleteCustomFood  Destroy a Custom Food
deleteCustomModule  Destroy an CustomModule
deleteCustomModuleForm  Destroy an CustomModuleForm
deleteDexcomConnection  Destroy Dexcom Connection
deleteDocument  Destroy a Document
deleteEntry  Destroy a Entry
deleteEpisodeOfCare  Delete an Episode of Care
deleteExternalCalendar  Destroy an External Calendar
deleteFamilyHistory  Delete a Family History Condition
deleteFaxAcctInfo  destroy Fax Acct Info
deleteFitbit  Destroy Fitbit
deleteFolder  Destroy a Folder
deleteFormAnswerGroup  Destroy a Form Answer Group
deleteFormAnswerGroupSigning  Destroy FormAnswerGroupSigning
deleteFunctionalStatus  Delete a FunctionalStatus Object
deleteGoal  Destroy a Goal
deleteGoalHistory  Destroy a Goal GoalHistory
deleteGoogleFit  Destroy GoogleFit
deleteHealthConcern  Delete a HealthConcern Object
deleteImplantableDeviceUser  Delete an Implantable Device User association
deleteInsuranceAuthorization  delete an insurance authorization
deleteInsurancePlan  Delete Insurance Plan
deleteLocation  Destroy a Location
deleteMeal  Destroy a Meal
deleteMedication  Destroy Medication
deleteNote  Destroy a Note
deleteNotificationContact  delete a Notification Contact
deleteOffering  Destroy an Offering
deleteOfferingCoupon  Destroy an Offering Coupon
deleteOnboardingFlow  Destroy a OnboardingFlow
deleteOnboardingItem  Destroy a OnboardingItem
deleteOrganizationCptCode  Delete a OrganizationCptCode Object
deleteOrganizationInfo  Destroy an organization info
deletePermissionTemplate  delete Permission Template
deletePreferredMedicalCode  Delete favorite CPT/ICD code
deleteProcedure  Delete a Procedure Object
deleteProduct  Delete a product
deleteProviderAcceptedInsurancePlan  Delete an existing provider accepted insurance plan
deleteProviderCptCode  Delete a ProviderCptCode Object
deleteReceivedFax  Destroy a received fax
deleteRecommendation  Destroy a care plan recommendation
deleteRecurringForm  Delete recurring form request
deleteReferral  Delete referral
deleteReferringPhysician  Delete referring physician
deleteRequestedFormCompletion  Destroy a requested form
deleteRequestedPayment  destroy requested payment
deleteSavedFilter  Delete a saved filter
deleteShapaConnection  Destroy Shapa Connection
deleteSmartPhrase  Destroy a Smart Phrase
deleteSmokingStatus  Delete a Smoking Status
deleteStripeCustomerDetail  Deletes a payment card
deleteSuperBill  Destroy a Super Bill
deleteTag  Delete a custom user tag
deleteTask  Destroy a task
deleteUniqueDeviceIdentifier  Delete a UniqueDeviceIdentifier Object
deleteUserGroup  Delete a Group
deleteWebhook  Destroy Webhook
deleteWithingsConnection  Destroy Withings Connection
deleteWriteOff  Delete a write-off
destroyPdfLetterheadTemplate  Delete `PdfLetterheadTemplate`
dismissAllAnnouncements  Dismiss All Announcements For A User
dismissAnnouncement  Dismiss Announcement
editAvailability  edit Availability
expireWebhookSignature  Expires the webhook signature
exportCarePlanToTemplate  Creates a template from existing Care Plan. Original object is not touched
exportClientEhi  Export Client EHI data
generateChartingPdf  Generate a PDF of charting notes for a client
ingestMedicationsFromSurescripts  ingest med history from surescripts
linkEncounterToEpisodeOfCare  Link patient encounter(s) to an Episode of Care
lockFormAnswerGroup  Lock `FormAnswerGroup`
logMedicationHistoryConsent  Log that a patient has consented to having their medication history pulled via Surescripts/Dosespot
mergeClients  all data related to the merging account (form answers, billing items, charting notes, etc) will be associated with the selected account after merging. The selected account's client profile information will remain unchanged (name, DOB, etc)
parseCcdaDocument  Import client from a CCDA file
refetchChangeHealthLabOrder  refetch ChangeHealth Lab Orders for a specified patient
rejectGeneratedFormAnswerGroup  Rejects an AI-generated form answer group
removeAppliedTag  Remove applied tag on a specific user
removeDraft  remove Draft
removeUserFromGroupCarePlan  Remove group care plan user connection for a specific user
requestIntegration  Send an email asking support to enable a given integration.
resendSentFax  resend Sent Fax
resetDefaultPdfLetterheadTemplate  Set system default `PdfLetterheadTemplate` for current_user's organization
resetPassword  send the human a password reset email
resyncRupaLabOrders  Resync existed rupa lab orders data for a specific rupa connection of the current user
revokeToken  revoke token or API key.
runEligibilityCheck  Run an eligibility check on a policy
sendCarePlanEmail  Trigger care plan email for given client
sendSpeakToTrainerNotification deprecated Send the trainer an email that the client wants to speak to them
sendTestWebhook  Sends a test webhook to the specified URL
setDefaultPdfLetterheadTemplate  Set `PdfLetterheadTemplate` default for the org
shareAnswersAsDocument  Add form answer group answers as document viewable by client
shareCourse  share Course with another provider
shareCustomModuleForm  share Custom Module Form
signFormAnswerGroup  Sign `FormAnswerGroup`
signIn  SignIn
signUp  Sign up
toggleCarePlanStatusForSpecificUser  Deactivate/activate a group/single Care Plan for a given user
unlinkEncounterToEpisodeOfCare  Unlink patient encounter(s) from an Episode of Care
unlockFormAnswerGroup  Unlock `FormAnswerGroup`
unsubscribeFromNotification  Update a Notification Setting to unsubscribe from a specific notification type
updateAllergySensitivity  Update AllergySensitivity
updateAnnouncement  Update Announcement
updateAppleHealth  Update AppleHealth
updateAppointment  Update the Appointment
updateAppointmentInclusion  Update AppointmentInclusion
updateAppointmentRequest  Update an existing appointment request
updateAppointmentSetting  update Appointment Setting
updateAppointmentType  Update an Appointment Type and return Appointment Type
updateAppointmentTypeCptCode  Update a AppointmentTypeCptCode Object
updateAutoTaskGenerator  Update auto task generator
updateAutomatedInsuranceBillingSetting  update automated insurance billing setting
updateBillingItem  Update a BillingItem
updateBrand  Update a Brand and return Brand
updateByTemplate  Update Care Plan by Care Plan Template
updateCalendarViewSetting  Update and return calendar view setting
updateCarePlan  Update and return a Care Plan
updateChangeHealthAccount  Update ChangeHealthAccount (used for Labs)
updateChargeBack  Update ChargeBack
updateChatSetting  update Chat Setting
updateClient  Update Client
updateCms1500  update CMS1500
updateCognitiveStatus  Update a CognitiveStatus Object
updateConversation  Update a Conversation and return Conversation
updateConversationMembership  Update a ConversationMembership and return ConversationMembership
updateCourse  Update a Course
updateCourseGroup  update a Course Group
updateCourseItem  Update a CourseItem
updateCourseMembership  update a Course Membership
updateCustomEmail  Update a Custom Email
updateCustomFood  Update a Custom Food
updateCustomModule  Update an Custom Module and return Custom Module
updateCustomModuleForm  Update an Custom Module Form and return Custom Module Form
updateDocument  Update a Document and return Document
updateDsiComment  Update a DSI comment
updateEntry  Updates an Entry and returns an Entry
updateEpisodeOfCare  Update an Episode of Care
updateExternalCalendar  Update an External Calendar
updateFamilyHistory  Update Family History
updateFaxAcctInfo  update Fax Acct Info
updateFeatureToggle  Update a FeatureToggle and Return FeatureToggle
updateFitbit  Update Fitbit
updateFolder  Update a Folder and return Folder
updateFormAnswerGroup  update FormAnswerGroup
updateFunctionalStatus  Update a FunctionalStatus Object
updateGeneratedFormAnswerGroupFeedback  Updates feedback for an AI-generated form answer group
updateGoal  Update a Goal
updateGoogleFit  Update GoogleFit
updateGroupCarePlan  Updates the care plan status for groups
updateHealthConcern  Update a HealthConcern Object
updateHuman  Update a Human
updateImmunization  Update an Immunization and return Immunization
updateImplantableDeviceUser  Update Implantable Device User association
updateInsuranceAuthorization  update an insurance authorization
updateInsurancePlan  Update Insurance Plan
updateLabOrder  Update Lab Order
updateLocation  update Location
updateMeal  Update a Meal
updateMedication  Update Medication
updateNote  Update a Note
updateNoteScheduler  Update a Note Scheduler and return NoteSchedulerType
updateNotification  update a notification
updateNotificationContact  Update a Notification Contact
updateNotificationRecords  Update multiple notification records at once
updateNotificationSetting  Update a Notification Setting and return Notification Setting
updateNotifications  update multiple notifications at once
updateOffering  Update an Offering
updateOfficeallySftpAccount  update OfficeallySftpAccount
updateOnboardingFlow  Update a OnboardingFlow and return OnboardingFlow
updateOnboardingItem  Update a OnboardingItem and return OnboardingItem
updateOrganization  Update Organization
updateOrganizationCptCode  Update a OrganizationCptCode Object
updateOrganizationMember  Update org members
updateOrganizationMembership  Update a OrganizationMembership
updatePdfLetterheadTemplate  Update `PdfLetterheadTemplate`
updatePermissionTemplate  update Permission Template
updatePolicy  Update a policy
updateProcedure  Update a Procedure Object
updateProduct  Update a product
updateProviderCptCodes  Update ProviderCptCode Objects
updateReceivedDirectMessage  Update a Received Direct Message
updateReceivedFax  update a received fax
updateRecommendation  Update a care plan recommendation
updateRecurringForm  update a recurring form
updateReferral  Update Referral
updateReferringPhysician  Update Referring Physician
updateRequestedPayment  update requested payment
updateSavedFilter  Update an existing saved filter
updateSmartPhrase  Update a Smart Phrase
updateSmokingStatus  Update a Smoking Status
updateState  Archive/Unarchive a Course
updateStripeCustomerDetail  Updates a payment card
updateStripeVerificationDetails  Update Stripe Verification Details
updateSubscription  update Subscription
updateSuperBill  Update a SuperBill
updateTag  Update a custom user tag
updateTask  Update a task for provider
updateTasksBulk  Bulk update multiple tasks with completion status, seen status, and filtering options. Can update all tasks matching filters or specific tasks by ID.
updateUniqueDeviceIdentifier  Update a UniqueDeviceIdentifier Object
updateUser  Update the current user, or a patient that the current user has access to. To update other org members, use updateOrganizationMembership
updateUserAppointmentPricing  Updates the appointment pricing for this user
updateUserGroup  Update a Group
updateWebhook  Update Webhook
updateWriteOff  Update a Write-off
uploadBatchToCandidHealth  Upload a CMS1500 batch to CandidHealth
uploadBatchToChangeHealth  Upload a CMS1500 batch to ChangeHealth
uploadBatchToOfficeally  Upload a CMS1500 batch to OfficeAlly
uploadCms1500sToIntegrations  Upload a CMS1500 to integrations: ChangeHealth, OfficeAlly, CandidHealth
validateVerificationToken  Verify 2FA code for Human