# Workflow integrations > Browse public workflow integrations. Preview a few actions, or open an integration to explore them all. Source: [https://genhealth.ai/docs/workflows/integrations](https://genhealth.ai/docs/workflows/integrations) ## Catalog summary - Integrations: 3 - Actions: 186 - Last synchronized: 2026-08-13T18:22:26.927Z ## [Brightree](https://genhealth.ai/docs/workflows/integrations/brightree.md) 88 actions. Connection types: brightree. ### [Add Insurance Policy](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_insurance_policy.md) - Handler: `brightree_add_insurance_policy` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `carrier_id`, `payor_level`, `subscriber_first_name`, `subscriber_last_name`, `subscriber_state`, `start_date` - Outputs: `success`, `policy_key`, `message`, `error` Perform Add Insurance Policy through Brightree. ### [Add Sales Order Diagnosis Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_add_sales_order_diagnosis_batches.md) - Handler: `brightree_add_sales_order_diagnosis_batches` - Connection type: `brightree` - External effect: `write` - Inputs: `diagnosis_batches` - Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message` Perform Add Sales Order Diagnosis Batches through Brightree. ### [Adjust Item Quantity](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_adjust_item_quantity.md) - Handler: `brightree_adjust_item_quantity` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `proc_code`, `quantity`, `billing_quantity`, `dry_run` Perform Adjust Item Quantity through Brightree. ### [Append Order Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_order_note.md) - Handler: `brightree_append_order_note` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `note_text`, `condition_value`, `condition_expected_value`, `guard_value`, `guard_expected_value`, `guard_label`, `skip_if_present_text`, `order_lease`, `dry_run` - Outputs: `success`, `status`, `attempted`, `updated`, `already_present`, `sales_order_key`, `note_text`, `reason`, `message`, `order_lease`, `error` Perform Append Order Note through Brightree. ### [Append Patient Custom Field Value](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_append_patient_custom_field_value.md) - Handler: `brightree_append_patient_custom_field_value` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `field_label`, `value`, `delimiter` - Outputs: `success`, `message`, `updated_fields`, `field_label`, `value`, `error` Perform Append Patient Custom Field Value through Brightree. ### [Apply Invoice Payment](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_apply_invoice_payment.md) - Handler: `brightree_apply_invoice_payment` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `deposit_key`, `receipt_key`, `invoice_key`, `amount`, `proc_line_index`, `payment_type`, `reason`, `note`, `expected_balance`, `dry_run` - Outputs: `success`, `dry_run`, `invoice_key`, `invoice_number`, `payments_applied`, `observed_balance`, `gate_passed`, `message`, `error` Perform Apply Invoice Payment through Brightree. ### [Assign Fax to User](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_assign_fax_to_user.md) - Handler: `brightree_assign_fax_to_user` - Connection type: `brightree` - External effect: `write` - Inputs: `fax_key`, `user_name`, `user_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices` - Outputs: `success`, `fax_key`, `error` Perform Assign Fax to User through Brightree. ### [Calculate Resupply Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_calculate_resupply_dates.md) - Handler: `brightree_calculate_resupply_dates` - Connection type: `brightree` - External effect: `read` - Inputs: `carrier_name`, `task_date_needed`, `scheduled_date`, `source_so_key` - Outputs: `new_so_actual_date`, `source_so_key`, `new_so_scheduled_date`, `next_task_date_needed` Perform Calculate Resupply Dates through Brightree. ### [Check Autoship](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_autoship.md) - Handler: `brightree_check_autoship` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `patient_note_key` - Outputs: `is_autoship` Perform Check Autoship through Brightree. ### [Check CMN](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn.md) - Handler: `brightree_check_cmn` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key` - Outputs: `has_active` Perform Check CMN through Brightree. ### [Check CMN Active](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_cmn_active.md) - Handler: `brightree_check_cmn_active` - Connection type: `brightree` - External effect: `write` - Inputs: `items_records` - Outputs: `is_valid`, `reason` Perform Check CMN Active through Brightree. ### [Check Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_coverage_verified.md) - Handler: `brightree_check_coverage_verified` - Connection type: `brightree` - External effect: `write` - Inputs: `verification` - Outputs: `is_verified`, `reason` Perform Check Coverage Verified through Brightree. ### [Check Delivery Proof](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_delivery_proof.md) - Handler: `brightree_check_delivery_proof` - Connection type: `brightree` - External effect: `write` - Inputs: `documents`, `delivery_proof_document_types` - Outputs: `has_match`, `reason` Perform Check Delivery Proof through Brightree. ### [Check Eligibility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_eligibility.md) - Handler: `brightree_check_eligibility` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `patient_note_key`, `check_secondary` Perform Check Eligibility through Brightree. ### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_patient_exists.md) - Handler: `brightree_check_patient_exists` - Connection type: `brightree` - External effect: `write` - Inputs: `document_id`, `force` - Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `exists`, `ready_for_patient_create`, `external_id`, `patient_key`, `patient_url`, `status`, `error_message` Perform Check Patient Exists through Brightree. ### [Check Sales Order Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_sales_order_messages.md) - Handler: `brightree_check_sales_order_messages` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `ignored_message_codes` - Outputs: `has_blocking_messages`, `reason` Perform Check Sales Order Messages through Brightree. ### [Check Unresolved Messages](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_check_unresolved_messages.md) - Handler: `brightree_check_unresolved_messages` - Connection type: `brightree` - External effect: `write` - Inputs: `messages` - Outputs: `has_unresolved`, `reason` Perform Check Unresolved Messages through Brightree. ### [Clear Patient Inactivation Reason](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_clear_patient_inactivation_reason.md) - Handler: `brightree_clear_patient_inactivation_reason` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `skip`, `skip_if_missing`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error` Perform Clear Patient Inactivation Reason through Brightree. ### [Confirm Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_confirm_sales_order.md) - Handler: `brightree_confirm_sales_order` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `sales_order_key`, `dry_run` - Outputs: `confirmed`, `error` Perform Confirm Sales Order through Brightree. ### [Copy Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_copy_sales_order.md) - Handler: `brightree_copy_sales_order` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `source_so_key`, `scheduled_date`, `actual_date`, `wip_state`, `classification`, `dry_run` - Outputs: `new_so_key` Perform Copy Sales Order through Brightree. ### [Create Doctor from NPI Registry](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_doctor_from_npi_registry.md) - Handler: `brightree_create_doctor_from_npi_registry` - Connection type: `brightree` - External effect: `write` - Inputs: `first_name`, `last_name`, `npi` - Outputs: `success`, `message`, `doctor_key`, `doctor_name`, `created`, `pecos_verified`, `error`, `error_message` Perform Create Doctor from NPI Registry through Brightree. ### [Create Drop Ship PO](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_drop_ship_po.md) - Handler: `brightree_create_drop_ship_po` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `sales_order_key`, `vendor`, `priority`, `ship_method`, `signature_required`, `submit_po`, `verification_max_wait_seconds`, `verification_poll_interval_seconds`, `workflow_outcome_mode` - Outputs: `success`, `manual_review_required`, `outcome_category`, `message`, `purchase_requests`, `items_not_on_pr_count`, `url`, `failure_reason`, `failure_detail`, `error`, `error_message` Perform Create Drop Ship PO through Brightree. ### [Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_facility.md) - Handler: `brightree_create_facility` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `name`, `address_1`, `address_2`, `city`, `state`, `postal_code`, `phone`, `fax`, `facility_group_value`, `marketing_rep_text`, `marketing_rep_value`, `country_value` - Outputs: `success`, `message`, `facility`, `facility_key`, `error` Perform Create Facility through Brightree. ### [Create Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient.md) - Handler: `brightree_create_patient` - Connection type: `brightree` - External effect: `write` - Inputs: `first_name`, `last_name`, `date_of_birth` Perform Create Patient through Brightree. ### [Create Patient Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_address.md) - Handler: `brightree_create_patient_address` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `address_line_1`, `address_line_2`, `city`, `state`, `zip_code` - Outputs: `success`, `message`, `error` Perform Create Patient Address through Brightree. ### [Create Patient From Document](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_from_document.md) - Handler: `brightree_create_patient_from_document` - Connection type: `brightree` - External effect: `write` - Inputs: `document_id` - Outputs: `success`, `document_id`, `patient_id`, `patient_name`, `birth_date`, `patient_key`, `external_id`, `created`, `message`, `error_message` Perform Create Patient From Document through Brightree. ### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note.md) - Handler: `brightree_create_patient_note` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `dry_run` Perform Create Patient Note through Brightree. ### [Create Patient Note (If Not Exists)](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_create_patient_note_if_not_exists.md) - Handler: `brightree_create_patient_note_if_not_exists` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `note_reason`, `subject`, `description`, `severity`, `state`, `status`, `date_needed`, `assigned_to_name`, `condition_field`, `skip_if_match`, `description_prepend_if_exists`, `description_append_if_exists`, `skip_if_match_fields`, `skip_if_entry_present`, `dry_run` Perform Create Patient Note (If Not Exists) through Brightree. ### [Download Fax](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_download_fax.md) - Handler: `brightree_download_fax` - Connection type: `brightree` - External effect: `write` - Inputs: `fax_key`, `assign_owner_name`, `assign_owner_key`, `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices` - Outputs: `success`, `document_id`, `fax_key`, `filename`, `skipped`, `should_process`, `error` Perform Download Fax through Brightree. ### [Edit Coverage Verified](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_coverage_verified.md) - Handler: `brightree_edit_coverage_verified` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `checked`, `expected_current_wip_state`, `expected_current_classification`, `dry_run` - Outputs: `success`, `dry_run`, `checked`, `was_already_checked`, `sales_order_key`, `message`, `error` Perform Edit Coverage Verified through Brightree. ### [Edit Delivery Dates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_delivery_dates.md) - Handler: `brightree_edit_delivery_dates` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `scheduled_date`, `actual_date` Perform Edit Delivery Dates through Brightree. ### [Edit Patient Insurance Policy Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_patient_insurance_policy_batches.md) - Handler: `brightree_edit_patient_insurance_policy_batches` - External effect: `write` - Inputs: `policy_edit_batches` - Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message` Perform Edit Patient Insurance Policy Batches through Brightree. ### [Edit WIP State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_edit_wip_state.md) - Handler: `brightree_edit_wip_state` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `target_wip_state`, `dry_run` Perform Edit WIP State through Brightree. ### [Ensure Brightree Session](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_session.md) - Handler: `brightree_ensure_session` - Connection type: `brightree` - External effect: `write` - Outputs: `available`, `status`, `reason`, `announcement_decision`, `announcement_ids`, `matched_pattern_ids`, `announcement_capture_status`, `announcement_source_state_id`, `announcement_page_hash`, `announcement_warning_alert_sent` Perform Ensure Brightree Session through Brightree. ### [Ensure Sales Order Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_sales_order_status.md) - Handler: `brightree_ensure_sales_order_status` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `current_status`, `target_status`, `dry_run` Perform Ensure Sales Order Status through Brightree. ### [Fetch Sales Order Documents](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_documents.md) - Handler: `brightree_fetch_sales_order_documents` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `document_types`, `document_types_expression`, `patient_id` - Outputs: `success`, `document_ids`, `documents`, `missing_types`, `errors`, `error` Perform Fetch Sales Order Documents through Brightree. ### [Fetch Sales Order Void Reasons](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_fetch_sales_order_void_reasons.md) - Handler: `brightree_fetch_sales_order_void_reasons` - External effect: `write` - Outputs: `success`, `reasons`, `reason_count`, `raw_reasons`, `error`, `error_message` Perform Fetch Sales Order Void Reasons through Brightree. ### [Find or Create Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_ensure_facility.md) - Handler: `brightree_ensure_facility` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `facility_name`, `address_1`, `city`, `state`, `postal_code`, `match_address_1`, `match_city`, `match_state`, `match_postal_code`, `match_address_source`, `phone`, `fax`, `create_if_missing`, `require_address` - Outputs: `success`, `message`, `facility`, `facility_text`, `facility_value`, `facility_key`, `created`, `found`, `skipped`, `action_required`, `action_required_message`, `selection_reason`, `missing_fields`, `error` Perform Find or Create Facility through Brightree. ### [Get Deposit Balance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_deposit_balance.md) - Handler: `brightree_get_deposit_balance` - Connection type: `brightree` - External effect: `read` - Inputs: `deposit_key` - Outputs: `deposit_key`, `balance`, `is_balanced`, `reference`, `description`, `brightree_url`, `error` Perform Get Deposit Balance through Brightree. ### [Get Latest Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_latest_sales_order.md) - Handler: `brightree_get_latest_sales_order` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `status`, `created_date_from`, `created_date_to`, `read_detail` - Outputs: `sales_order_key`, `scheduled_date`, `found`, `error` Perform Get Latest Sales Order through Brightree. ### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_get_patient_notes.md) - Handler: `brightree_get_patient_notes` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `note_types`, `status` - Outputs: `notes_by_type`, `notes` Perform Get Patient Notes through Brightree. ### [Identify Vendor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_identify_vendor.md) - Handler: `brightree_identify_vendor` - Connection type: `brightree` - External effect: `read` - Inputs: `new_so_key`, `patient_key`, `patient_note_key` - Outputs: `reason`, `status`, `has_vendor`, `vendor_name` Perform Identify Vendor through Brightree. ### [List Deposit Receipts](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_deposit_receipts.md) - Handler: `brightree_list_deposit_receipts` - Connection type: `brightree` - External effect: `read` - Inputs: `deposit_key` - Outputs: `deposit_key`, `receipts`, `count`, `error` Perform List Deposit Receipts through Brightree. ### [List Inbound Faxes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_list_inbound_faxes.md) - Handler: `brightree_list_inbound_faxes` - Connection type: `brightree` - External effect: `read` - Inputs: `received_date_from`, `received_date_to`, `work_status`, `show_unassigned`, `branch_offices`, `exclude_nonempty_report_type`, `max_pages`, `max_items` - Outputs: `faxes`, `count`, `total_items`, `total_pages`, `has_more`, `message` Perform List Inbound Faxes through Brightree. ### [Post Deposit](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_post_deposit.md) - Handler: `brightree_post_deposit` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `deposit_key`, `funds_confirmed`, `dry_run` - Outputs: `success`, `dry_run`, `deposit_key`, `message`, `posted`, `balance`, `is_balanced`, `was_already_posted`, `failure_category`, `brightree_url`, `error` Perform Post Deposit through Brightree. ### [Push Diagnosis Codes](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_push_diagnosis_codes_to_patient.md) - Handler: `brightree_push_diagnosis_codes_to_patient` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `diagnosis_codes`, `document_id` - Outputs: `success`, `document_id`, `patient_key`, `pushed`, `icd10_added`, `icd9_added`, `icd10_duplicates`, `icd9_duplicates`, `icd10_failed`, `icd9_failed`, `icd10_no_slot`, `icd9_no_slot`, `message`, `error_message` Perform Push Diagnosis Codes through Brightree. ### [Read CMN Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_cmn_detail.md) - Handler: `brightree_read_cmn_detail` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `cmn_key`, `cmn_form_key`, `status_filter`, `occurrence`, `cmn_form_contains` - Outputs: `success`, `branchable_error`, `error`, `patient_key`, `cmn_key`, `cmn_form_key`, `cmn_status`, `cmn_initial_date`, `cmn_recertification_date`, `cmn_length_of_need_months`, `cmn_expiration`, `cmn_signature_date`, `doctor_name`, `doctor_key`, `cmn_type`, `cmn_type_key`, `branch_name`, `branch_key`, `policy_key`, `policy_text`, `payer_name`, `payer_id`, `policy_level`, `policy_effective_date`, `records`, `count`, `total_records`, `filtered_records`, `selected_row`, `detail_url` Perform Read CMN Detail through Brightree. ### [Read Deposit ERN Tab](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_deposit_ern.md) - Handler: `brightree_read_deposit_ern` - Connection type: `brightree` - External effect: `read` - Inputs: `deposit_key` - Outputs: `deposit_key`, `claims`, `count`, `provider`, `batch`, `brightree_url`, `error` Perform Read Deposit ERN Tab through Brightree. ### [Read Invoice Payment Page](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_invoice_payment_page.md) - Handler: `brightree_read_invoice_payment_page` - Connection type: `brightree` - External effect: `read` - Inputs: `deposit_key`, `receipt_key`, `invoice_key` - Outputs: `invoice_key`, `invoice_number`, `patient_name`, `date_of_service`, `payer`, `total_balance`, `total_balance_amount`, `proc_lines`, `insurance_tiers`, `brightree_url`, `error` Perform Read Invoice Payment Page through Brightree. ### [Read Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_facility.md) - Handler: `brightree_read_patient_facility` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key` - Outputs: `success`, `facility_found`, `facility`, `facility_name`, `facility_source`, `error` Perform Read Patient Facility through Brightree. ### [Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_insurance.md) - Handler: `brightree_read_patient_insurance` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `include_inactive` Perform Read Patient Insurance through Brightree. ### [Read Patient Personal State](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_patient_personal_state.md) - Handler: `brightree_read_patient_personal_state` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key` - Outputs: `success`, `personal_state`, `branch_office`, `account_group`, `pos`, `error` Perform Read Patient Personal State through Brightree. ### [Read Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_sales_order.md) - Handler: `brightree_read_sales_order` - Connection type: `brightree` - External effect: `read` - Inputs: `sales_order_key`, `tabs` - Outputs: `success`, `sales_order_key`, `patient_id`, `patient_key`, `patient_name`, `order_number`, `header`, `order`, `clinical`, `insurance`, `items`, `purchasing`, `schedule`, `pod`, `messages`, `custom_fields`, `forms`, `history`, `documents`, `url`, `patient_key_error`, `error` Perform Read Sales Order through Brightree. ### [Read Task Detail](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_read_task_detail.md) - Handler: `brightree_read_task_detail` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key` - Outputs: `patient` Perform Read Task Detail through Brightree. ### [Reassign Tasks by Name](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_reassign_tasks_by_name.md) - Handler: `brightree_reassign_tasks_by_name` - Connection type: `brightree` - External effect: `write` - Inputs: `source_assigned_to_name`, `target_assigned_to_name`, `task_type`, `task_status`, `date_needed_from`, `date_needed_to`, `subject_contains`, `max_tasks` - Outputs: `found`, `reassigned` Perform Reassign Tasks by Name through Brightree. ### [Resolve Patient Context](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_context.md) - Handler: `brightree_resolve_patient_context` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `patient_id`, `patient_key`, `demographics`, `patient_state_snapshot`, `ordering_doctor`, `ordering_doctor_found`, `marketing_rep_key`, `marketing_rep_name`, `marketing_rep_found`, `warnings`, `error` Perform Resolve Patient Context through Brightree. ### [Resolve Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_resolve_patient_facility.md) - Handler: `brightree_resolve_patient_facility` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `facility_name`, `expected_address`, `facility`, `delivery_info`, `facility_source`, `is_private_residence`, `skip_address_validation`, `skip_if_missing` - Outputs: `success`, `facility_found`, `is_private_residence`, `delivery_info`, `facility`, `facility_source`, `expected_facility_address`, `facility_text`, `facility_value`, `facility_key`, `skip_facility_write`, `skip_address_sync`, `facility_search_name`, `facility_search_count`, `facility_selection_reason`, `selected_facility`, `action_required`, `action_required_message`, `error` Perform Resolve Patient Facility through Brightree. ### [Search Deposits](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_deposits.md) - Handler: `brightree_search_deposits` - Connection type: `brightree` - External effect: `read` - Inputs: `status`, `reference`, `deposit_id`, `posted_date_from`, `posted_date_to`, `max_pages` - Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error` Perform Search Deposits through Brightree. ### [Search Marketing Referral Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_marketing_referral_facility_options.md) - Handler: `brightree_search_marketing_referral_facility_options` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `search_text` - Outputs: `success`, `facilities`, `count`, `error` Perform Search Marketing Referral Facility Options through Brightree. ### [Search Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_order.md) - Handler: `brightree_search_order` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `order_status` Perform Search Order through Brightree. ### [Search Patient](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient.md) - Handler: `brightree_search_patient` - Connection type: `brightree` - External effect: `read` - Inputs: `first_name`, `last_name` Perform Search Patient through Brightree. ### [Search Patient Facility Options](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_patient_facility_options.md) - Handler: `brightree_search_patient_facility_options` - Connection type: `brightree` - External effect: `read` - Inputs: `patient_key`, `search_text` - Outputs: `success`, `facilities`, `count`, `error` Perform Search Patient Facility Options through Brightree. ### [Search Private ERNs](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_private_erns.md) - Handler: `brightree_search_private_erns` - Connection type: `brightree` - External effect: `read` - Inputs: `status`, `trace_number`, `deposit_id`, `insurance` - Outputs: `deposits`, `count`, `current_page`, `total_pages`, `has_more`, `message`, `error` Perform Search Private ERNs through Brightree. ### [Search Receipt Invoices](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_receipt_invoices.md) - Handler: `brightree_search_receipt_invoices` - Connection type: `brightree` - External effect: `read` - Inputs: `deposit_key`, `receipt_key`, `search_criteria`, `exclude_zero_balances`, `include_patient`, `include_insurance`, `include_facility` - Outputs: `deposit_key`, `receipt_key`, `invoices`, `count`, `message`, `error` Perform Search Receipt Invoices through Brightree. ### [Search Sales Orders by Actual Delivery Date](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_sales_orders_by_actual_delivery.md) - Handler: `brightree_search_sales_orders_by_actual_delivery` - Connection type: `brightree` - External effect: `read` - Inputs: `actual_delivery_from`, `actual_delivery_to`, `page`, `page_size`, `fetch_all`, `include_orders` - Outputs: `success`, `complete`, `orders`, `sales_order_keys`, `count`, `total_items`, `total_pages`, `pages_fetched`, `current_page`, `page`, `page_size`, `fetch_all`, `include_orders`, `actual_delivery_from`, `actual_delivery_to`, `duplicate_key_count`, `completion_evidence`, `html_row_count`, `unique_record_count`, `message`, `error`, `error_message` Perform Search Sales Orders by Actual Delivery Date through Brightree. ### [Search SO Worklist](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_so_worklist.md) - Handler: `brightree_search_so_worklist` - Connection type: `brightree` - External effect: `read` - Inputs: `wip_states`, `page`, `fetch_all`, `include_unassigned`, `sort_by_time_in_wip`, `actual_delivery_date_to` - Outputs: `orders` Perform Search SO Worklist through Brightree. ### [Search Tasks](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_search_tasks.md) - Handler: `brightree_search_tasks` - Connection type: `brightree` - External effect: `read` - Inputs: `date_needed_from`, `date_needed_to`, `task_type`, `status`, `severity`, `assigned_to_key`, `subject`, `description`, `page_size`, `max_pages` - Outputs: `tasks` Perform Search Tasks through Brightree. ### [Set Fax Work Status](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_fax_work_status.md) - Handler: `brightree_set_fax_work_status` - Connection type: `brightree` - External effect: `write` - Inputs: `fax_key`, `target_status`, `received_date_from`, `received_date_to`, `work_status_filter`, `show_unassigned`, `branch_offices` - Outputs: `success`, `fax_key`, `error` Perform Set Fax Work Status through Brightree. ### [Set Patient Account Group](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_account_group.md) - Handler: `brightree_set_patient_account_group` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `account_group` - Outputs: `success`, `message`, `updated_fields`, `account_group`, `error` Perform Set Patient Account Group through Brightree. ### [Set Patient Delivery Address Same As Billing](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_delivery_address_same_as_billing.md) - Handler: `brightree_set_patient_delivery_address_same_as_billing` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `max_validation_attempts`, `dry_run`, `failure_alert_channel` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `error` Perform Set Patient Delivery Address Same As Billing through Brightree. ### [Set Patient Dropdowns](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_dropdowns.md) - Handler: `brightree_set_patient_dropdowns` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `branch_office`, `account_group`, `pos`, `skip`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `branch_office`, `account_group`, `pos`, `skipped`, `error` Perform Set Patient Dropdowns through Brightree. ### [Set Patient Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_facility.md) - Handler: `brightree_set_patient_facility` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `skipped`, `error` Perform Set Patient Facility through Brightree. ### [Set Patient Hold Account](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_hold_account.md) - Handler: `brightree_set_patient_hold_account` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `hold_account`, `skip`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error` Perform Set Patient Hold Account through Brightree. ### [Set Patient Marketing Referral Facility](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_marketing_referral_facility.md) - Handler: `brightree_set_patient_marketing_referral_facility` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `facility_text`, `facility_value`, `skip_if_missing`, `dry_run`, `marketing_rep_name`, `marketing_rep_value` - Outputs: `success`, `message`, `updated_fields`, `skipped`, `error` Perform Set Patient Marketing Referral Facility through Brightree. ### [Set Patient Primary Doctor Same as Ordering](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_primary_doctor_same_as_ordering.md) - Handler: `brightree_set_patient_primary_doctor_same_as_ordering` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error` Perform Set Patient Primary Doctor Same as Ordering through Brightree. ### [Set Patient Responsible Party to Self](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_responsible_party_to_self.md) - Handler: `brightree_set_patient_responsible_party_to_self` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error` Perform Set Patient Responsible Party to Self through Brightree. ### [Set Patient Tax Zone](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_tax_zone.md) - Handler: `brightree_set_patient_tax_zone` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `tax_zone_text`, `tax_zone_value`, `skip_if_missing`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `tax_zone_text`, `tax_zone_value`, `expected_tax_zone`, `verification_details`, `skipped`, `error` Perform Set Patient Tax Zone through Brightree. ### [Set Patient User Fields](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_patient_user_fields.md) - Handler: `brightree_set_patient_user_fields` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `user_fields`, `skip`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `skipped`, `error` Perform Set Patient User Fields through Brightree. ### [Set Sales Order Workers Comp Fields Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_set_sales_order_workers_comp_fields_batches.md) - Handler: `brightree_set_sales_order_workers_comp_fields_batches` - External effect: `write` - Inputs: `workers_comp_batches` - Outputs: `success`, `results`, `updated_count`, `failed_count`, `error_message` Perform Set Sales Order Workers Comp Fields Batches through Brightree. ### [Sync Document Insurance](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_insurance_to_patient.md) - Handler: `brightree_sync_document_insurance_to_patient` - Connection type: `brightree` - External effect: `write` - Inputs: `document_id`, `patient_key` - Outputs: `success`, `document_id`, `patient_key`, `insurance_id`, `carrier_id`, `policy_key`, `insurer_name`, `start_date`, `synced`, `skipped`, `message`, `error_message` Perform Sync Document Insurance through Brightree. ### [Sync Document Marketing Rep](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_marketing_rep_to_patient.md) - Handler: `brightree_sync_document_marketing_rep_to_patient` - Connection type: `brightree` - External effect: `write` - Inputs: `document_id`, `patient_key` - Outputs: `success`, `document_id`, `patient_key`, `marketing_rep_key`, `marketing_rep_name`, `submitted_by_name`, `synced`, `message`, `error_message` Perform Sync Document Marketing Rep through Brightree. ### [Sync Ordering Doctor](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_sync_document_ordering_doctor_to_patient.md) - Handler: `brightree_sync_document_ordering_doctor_to_patient` - Connection type: `brightree` - External effect: `write` - Inputs: `document_id`, `patient_key` - Outputs: `success`, `document_id`, `patient_key`, `provider_id`, `provider_name`, `provider_npi`, `doctor_key`, `doctor_name`, `created_doctor`, `pecos_verified`, `synced`, `message`, `error_message` Perform Sync Ordering Doctor through Brightree. ### [Update Patient Note](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_patient_note.md) - Handler: `brightree_update_patient_note` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `patient_note_key`, `patient_note_type_key`, `description_prepend`, `description_append`, `assigned_to_name`, `date_needed`, `status`, `reason`, `dry_run` Perform Update Patient Note through Brightree. ### [Update Sales Order Aftercare](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_update_sales_order_aftercare.md) - Handler: `brightree_update_sales_order_aftercare` - Connection type: `brightree` - External effect: `write` - Inputs: `sales_order_key`, `wip_state`, `assigned_to_key`, `assigned_to_name`, `date_needed`, `expected_current_wip_state`, `expected_current_classification`, `order_note_append`, `dry_run` - Outputs: `success`, `updated`, `noop`, `dry_run`, `sales_order_key`, `resolved_assigned_to_key`, `resolved_assigned_to_name`, `fields_updated`, `actual`, `mismatches`, `message`, `error` Perform Update Sales Order Aftercare through Brightree. ### [Validate Patient Billing Address](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_validate_patient_billing_address.md) - Handler: `brightree_validate_patient_billing_address` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `facility_name`, `dry_run` - Outputs: `success`, `message`, `updated_fields`, `verification_details`, `error` Perform Validate Patient Billing Address through Brightree. ### [Void Sales Order](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order.md) - Handler: `brightree_void_sales_order` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `sales_order_key`, `reason_code`, `dry_run` - Outputs: `success`, `voided`, `dry_run`, `sales_order_key`, `void_key`, `reason_code`, `message`, `error`, `error_message` Perform Void Sales Order through Brightree. ### [Void Sales Order Batches](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_void_sales_order_batches.md) - Handler: `brightree_void_sales_order_batches` - Connection type: `brightree` - External effect: `irreversible` - Inputs: `void_requests`, `dry_run` - Outputs: `success`, `results`, `voided_count`, `failed_count`, `dry_run`, `error_message` Perform Void Sales Order Batches through Brightree. ### [Write Prepared Patient Updates](https://genhealth.ai/docs/workflows/integrations/brightree/brightree_write_prepared_patient_updates.md) - Handler: `brightree_write_prepared_patient_updates` - Connection type: `brightree` - External effect: `write` - Inputs: `patient_key`, `patient_updates` - Outputs: `success`, `patient_key`, `missing_fields`, `has_missing_source_fields`, `updated_fields`, `messages`, `error_message`, `error` Perform Write Prepared Patient Updates through Brightree. ## [eClinicalWorks](https://genhealth.ai/docs/workflows/integrations/eclinicalworks.md) 34 actions. Connection types: eclinicalworks. ### [Classify New Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_classify_new_patient.md) - Handler: `ecw_classify_new_patient` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `lookback_days`, `physician_predicate`, `encounter_id` - Outputs: `success`, `is_new_patient`, `last_physician_visit_date`, `error` Perform Classify New Patient through eClinicalWorks. ### [ECW Check Rx Eligibility](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_check_rx_eligibility.md) - Handler: `ecw_check_rx_eligibility` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `patient_id`, `encounter_id`, `provider_id` - Outputs: `success`, `result`, `error` Perform ECW Check Rx Eligibility through eClinicalWorks. ### [ECW Fetch Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_insurance_card_scan.md) - Handler: `ecw_fetch_insurance_card_scan` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `patient_id`, `document_id`, `subscriber_number` - Outputs: `success`, `result`, `error` Perform ECW Fetch Insurance Card Scan through eClinicalWorks. ### [Ecw Fetch Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_patient_insurance.md) - Handler: `ecw_fetch_patient_insurance` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `patient_ids` - Outputs: `insurance_by_patient`, `fetched_count`, `failed_patient_ids`, `success`, `error`, `outcome_category` Perform Ecw Fetch Patient Insurance through eClinicalWorks. ### [ECW Fetch Rx Log List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_log_list.md) - Handler: `ecw_fetch_rx_log_list` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `patient_id`, `max_count` - Outputs: `success`, `result`, `error` Perform ECW Fetch Rx Log List through eClinicalWorks. ### [ECW Fetch Rx Receipt](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_fetch_rx_receipt.md) - Handler: `ecw_fetch_rx_receipt` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `rx_id`, `rx_type` - Outputs: `success`, `result`, `error` Perform ECW Fetch Rx Receipt through eClinicalWorks. ### [ECW Get Epa Transaction Info](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_epa_transaction_info.md) - Handler: `ecw_get_epa_transaction_info` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `transaction_id` - Outputs: `success`, `result`, `error` Perform ECW Get Epa Transaction Info through eClinicalWorks. ### [ECW Get Medication Overview](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_medication_overview.md) - Handler: `ecw_get_medication_overview` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounter_id`, `patient_id`, `context` - Outputs: `success`, `result`, `error` Perform ECW Get Medication Overview through eClinicalWorks. ### [ECW Get Problem List](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_get_problem_list.md) - Handler: `ecw_get_problem_list` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `result`, `error` Perform ECW Get Problem List through eClinicalWorks. ### [ECW List Encounter Attachments](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_encounter_attachments.md) - Handler: `ecw_list_encounter_attachments` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounter_id`, `patient_id`, `max_results` - Outputs: `success`, `result`, `error` Perform ECW List Encounter Attachments through eClinicalWorks. ### [ECW List Epa Queue](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_epa_queue.md) - Handler: `ecw_list_epa_queue` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `pa_type`, `max_count`, `sort_by`, `sort_order` - Outputs: `success`, `result`, `error` Perform ECW List Epa Queue through eClinicalWorks. ### [ECW List Insurance Card Scans](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_insurance_card_scans.md) - Handler: `ecw_list_insurance_card_scans` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `subscriber_number`, `max_results` - Outputs: `success`, `result`, `error` Perform ECW List Insurance Card Scans through eClinicalWorks. ### [ECW List Patient Documents](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_patient_documents.md) - Handler: `ecw_list_patient_documents` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `name_contains`, `max_results` - Outputs: `success`, `result`, `error` Perform ECW List Patient Documents through eClinicalWorks. ### [ECW List Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_progress_notes.md) - Handler: `ecw_list_progress_notes` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes` - Outputs: `success`, `result`, `error` Perform ECW List Progress Notes through eClinicalWorks. ### [ECW List Telephone Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_telephone_encounters.md) - Handler: `ecw_list_telephone_encounters` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `assigned_to_id`, `tab_id`, `date`, `date_filter_days`, `facility_id`, `doctor_id`, `page_no`, `rows_per_page`, `sort_by`, `sort_order` - Outputs: `success`, `result`, `error` Perform ECW List Telephone Encounters through eClinicalWorks. ### [ECW Read Encounter Action Taken](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_action_taken.md) - Handler: `ecw_read_encounter_action_taken` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `ticket_id` - Outputs: `success`, `result`, `error` Perform ECW Read Encounter Action Taken through eClinicalWorks. ### [ECW Read Encounter Attachment](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_attachment.md) - Handler: `ecw_read_encounter_attachment` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounter_id`, `patient_id`, `document_id`, `include_ocr_text`, `max_ocr_chars` - Outputs: `success`, `result`, `error` Perform ECW Read Encounter Attachment through eClinicalWorks. ### [ECW Read Encounter Log](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_log.md) - Handler: `ecw_read_encounter_log` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `ticket_id` - Outputs: `success`, `result`, `error` Perform ECW Read Encounter Log through eClinicalWorks. ### [ECW Read Encounter Messages](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter_messages.md) - Handler: `ecw_read_encounter_messages` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `ticket_id` - Outputs: `success`, `result`, `error` Perform ECW Read Encounter Messages through eClinicalWorks. ### [ECW Read Insurance Card Scan](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_insurance_card_scan.md) - Handler: `ecw_read_insurance_card_scan` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `document_id`, `subscriber_number`, `include_ocr_text`, `max_pages` - Outputs: `success`, `result`, `error` Perform ECW Read Insurance Card Scan through eClinicalWorks. ### [ECW Read Labs](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_labs.md) - Handler: `ecw_read_labs` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `query`, `start_date`, `end_date`, `lookback_days`, `lab_id`, `max_results` - Outputs: `success`, `result`, `error` Perform ECW Read Labs through eClinicalWorks. ### [ECW Read Patient Insurance](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_insurance.md) - Handler: `ecw_read_patient_insurance` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `result`, `error` Perform ECW Read Patient Insurance through eClinicalWorks. ### [ECW Read Patient Pharmacies](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pharmacies.md) - Handler: `ecw_read_patient_pharmacies` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `result`, `error` Perform ECW Read Patient Pharmacies through eClinicalWorks. ### [ECW Read Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_progress_notes.md) - Handler: `ecw_read_patient_progress_notes` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `encounter_ids`, `include_diagnoses` - Outputs: `success`, `result`, `error` Perform ECW Read Patient Progress Notes through eClinicalWorks. ### [ECW Read Progress Note](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_progress_note.md) - Handler: `ecw_read_progress_note` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounter_id`, `enc_type` - Outputs: `success`, `result`, `error` Perform ECW Read Progress Note through eClinicalWorks. ### [ECW Resolve Patient](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_resolve_patient.md) - Handler: `ecw_resolve_patient` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `acc_no`, `first_name`, `last_name`, `dob_mmddyyyy`, `max_count` - Outputs: `success`, `result`, `error` Perform ECW Resolve Patient through eClinicalWorks. ### [ECW Search Patient Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_patient_progress_notes.md) - Handler: `ecw_search_patient_progress_notes` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `note_types`, `lookback_days`, `start_date`, `end_date`, `include_cancelled`, `max_notes`, `query`, `context_chars` - Outputs: `success`, `result`, `error` Perform ECW Search Patient Progress Notes through eClinicalWorks. ### [ECW Search Progress Notes](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_progress_notes.md) - Handler: `ecw_search_progress_notes` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounters`, `encounter_ids`, `query`, `enc_type`, `context_chars` - Outputs: `success`, `result`, `error` Perform ECW Search Progress Notes through eClinicalWorks. ### [ECW Search Staff](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_search_staff.md) - Handler: `ecw_search_staff` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `last_name`, `max_count` - Outputs: `success`, `result`, `error` Perform ECW Search Staff through eClinicalWorks. ### [List Scheduled Encounters (Date Range)](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_scheduled_encounters.md) - Handler: `ecw_list_scheduled_encounters` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `start_date`, `end_date`, `visit_type_filter`, `insurance_provider_filter` - Outputs: `success`, `encounters`, `count`, `filtered_count`, `start_date`, `end_date`, `error` Perform List Scheduled Encounters (Date Range) through eClinicalWorks. ### [List Today's Encounters](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_list_todays_encounters.md) - Handler: `ecw_list_todays_encounters` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `visit_date`, `visit_type_filter`, `insurance_provider_filter` - Outputs: `success`, `encounters`, `count`, `filtered_count`, `visit_date`, `error` Perform List Today's Encounters through eClinicalWorks. ### [Read Encounter](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_encounter.md) - Handler: `ecw_read_encounter` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `encounter_id`, `visit_type_allowlist`, `no_dx_required_visit_types` - Outputs: `success`, `patient_id`, `encounter_id`, `member_id`, `patient_first_name`, `patient_last_name`, `patient_dob`, `visit_type`, `visit_date`, `diagnosis_codes`, `assessment_plan`, `progress_note_comment`, `reason`, `supervising_provider_name`, `appointment_provider_name`, `supervising_provider_last_name`, `referring_provider_name`, `patient_address`, `patient_city`, `patient_zip`, `failure_category`, `error` Perform Read Encounter through eClinicalWorks. ### [Read Patient PCP](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_read_patient_pcp.md) - Handler: `ecw_read_patient_pcp` - Connection type: `eclinicalworks` - External effect: `read` - Inputs: `patient_id`, `encounter_id` - Outputs: `found`, `pcp_id`, `pcp_name` Perform Read Patient PCP through eClinicalWorks. ### [Set Visit Status](https://genhealth.ai/docs/workflows/integrations/eclinicalworks/ecw_set_visit_status.md) - Handler: `ecw_set_visit_status` - Connection type: `eclinicalworks` - External effect: `write` - Inputs: `encounter_id`, `visit_date`, `provider_id`, `target_status`, `encounters` - Outputs: `success`, `error`, `updated_count` Perform Set Visit Status through eClinicalWorks. ## [NikoHealth](https://genhealth.ai/docs/workflows/integrations/nikohealth.md) 64 actions. Connection types: nikohealth. ### [Activate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_activate_insurance.md) - Handler: `nikohealth_activate_insurance` - Connection type: `nikohealth` - External effect: `write` - Inputs: `insurance_id` - Outputs: `success`, `error` Perform Activate Insurance through NikoHealth. ### [Add Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_order_tags.md) - Handler: `nikohealth_add_order_tags` - Connection type: `nikohealth` - External effect: `write` - Inputs: `tag_request`, `order_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty` - Outputs: `success`, `skipped`, `order_id`, `tag_ids`, `error` Perform Add Order Tags through NikoHealth. ### [Add Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_add_patient_tags.md) - Handler: `nikohealth_add_patient_tags` - Connection type: `nikohealth` - External effect: `write` - Inputs: `tag_request`, `patient_id`, `tag_ids`, `tag_ids_select`, `skip_if_empty` - Outputs: `success`, `skipped`, `patient_id`, `tag_ids`, `error` Perform Add Patient Tags through NikoHealth. ### [Assign Documents to Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_assign_order_documents.md) - Handler: `nikohealth_assign_order_documents` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `order_id`, `patient_document_ids`, `merge_existing`, `enabled`, `skip_if_empty` - Outputs: `success`, `status`, `skipped`, `patient_id`, `order_id`, `incoming_patient_document_ids`, `existing_patient_document_ids`, `submitted_patient_document_ids`, `patient_document_ids`, `assigned_count`, `associated_count`, `error` Perform Assign Documents to Order through NikoHealth. ### [Check Patient Document Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_document_exists.md) - Handler: `nikohealth_check_patient_document_exists` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `document_type`, `filename_prefix`, `include_previous_versions`, `pseudonymized_filename_template`, `pseudonymization_purpose` - Outputs: `success`, `status`, `found`, `matched_document_id`, `matched_format`, `matched_legacy_format`, `error` Perform Check Patient Document Exists through NikoHealth. ### [Check Patient Exists](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_check_patient_exists.md) - Handler: `nikohealth_check_patient_exists` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `duplicate_match_mode` - Outputs: `success`, `patient_exists`, `niko_patient_id`, `doc_id`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `error` Perform Check Patient Exists through NikoHealth. ### [Create Intake Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_intake_task.md) - Handler: `nikohealth_create_intake_task` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `niko_org`, `patient_id`, `is_new_patient`, `task_title`, `task_description`, `use_auto_push_task_text`, `intake_task_category_id`, `intake_task_assignee_id`, `intake_task_assignee_id_manual`, `priority`, `due_date` - Outputs: `success`, `task_id`, `skipped`, `document_id`, `error` Perform Create Intake Review Task through NikoHealth. ### [Create Order Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_note.md) - Handler: `nikohealth_create_order_note` - Connection type: `nikohealth` - External effect: `write` - Inputs: `note_request`, `order_id`, `subject`, `description`, `is_pinned`, `idempotency_fingerprint`, `skip_if_empty`, `dry_run` - Outputs: `success`, `skipped`, `dry_run`, `idempotent`, `order_id`, `note_id`, `subject`, `note_text`, `message`, `error`, `error_type` Perform Create Order Note through NikoHealth. ### [Create Order Review Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_order_review_task.md) - Handler: `nikohealth_create_order_review_task` - Connection type: `nikohealth` - External effect: `write` - Inputs: `order_id`, `patient_id`, `patient_name`, `task_title`, `assignee_id_dropdown`, `assignee_id`, `priority`, `note`, `due_date` - Outputs: `success`, `task_id`, `order_id`, `error` Perform Create Order Review Task through NikoHealth. ### [Create Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_insurance.md) - Handler: `nikohealth_create_insurance` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `insurance_data` - Outputs: `success`, `insurance`, `error` Perform Create Patient Insurance through NikoHealth. ### [Create Patient Note](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_note.md) - Handler: `nikohealth_create_patient_note` - Connection type: `nikohealth` - External effect: `write` - Inputs: `note_request`, `document_id`, `patient_id`, `subject`, `description`, `is_pinned`, `skip_if_empty`, `idempotency_fingerprint`, `auto_push_action_key`, `record_summary`, `dry_run` - Outputs: `success`, `note`, `skipped`, `dry_run`, `document_id`, `patient_id`, `resource_type`, `action_type`, `note_text`, `idempotent`, `message`, `error` Perform Create Patient Note through NikoHealth. ### [Create Patient Notes (Bulk)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_patient_notes.md) - Handler: `nikohealth_create_patient_notes` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `patient_id`, `notes`, `use_strategy_notes`, `idempotency_fingerprint`, `record_summary`, `dry_run` - Outputs: `success`, `skipped`, `dry_run`, `created_count`, `skipped_count`, `failed_count`, `results`, `reason`, `document_id`, `patient_id` Perform Create Patient Notes (Bulk) through NikoHealth. ### [Create Sales Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order.md) - Handler: `nikohealth_create_sales_order` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `patient_id`, `service_location_id`, `service_location_id_select`, `notes`, `order_tag_ids`, `order_tag_ids_select` - Outputs: `success`, `order_id`, `order_url`, `resource`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `persisted_order_count`, `provider_resolution_warning`, `generic_fallback_warning`, `order_date_warning`, `failure_category`, `review_reason`, `message`, `error` Perform Create Sales Order through NikoHealth. ### [Create Sales Order (Generic)](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_sales_order_generic.md) - Handler: `nikohealth_create_sales_order_generic` - Connection type: `nikohealth` - External effect: `write` - Inputs: `order_start_date`, `patient_id`, `service_location_id`, `items`, `delivery_type`, `ship_to`, `delivery_address_line`, `delivery_address_line_2`, `delivery_city`, `delivery_state`, `delivery_zip`, `pickup_location_id`, `order_tag_ids`, `description`, `referring_provider_npi`, `diagnosis_codes`, `length_of_need` - Outputs: `success`, `order_id`, `order_url`, `patient_id`, `service_location_id`, `item_count`, `tag_ids`, `referring_provider_attach_skipped_reason`, `failure_category`, `status_code`, `correlation_id`, `error_type`, `error` Perform Create Sales Order (Generic) through NikoHealth. ### [Create Task](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_create_task.md) - Handler: `nikohealth_create_task` - Connection type: `nikohealth` - External effect: `write` - Inputs: `task_request`, `title`, `description`, `patient_id`, `order_id`, `assignee_ids`, `assignee_ids_manual`, `existing_tasks`, `idempotency_fingerprint`, `priority`, `due_date`, `category_id`, `skip_if_empty` - Outputs: `success`, `skipped`, `idempotent`, `task_id`, `patient_id`, `order_id`, `error` Perform Create Task through NikoHealth. ### [Deactivate Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_deactivate_insurance.md) - Handler: `nikohealth_deactivate_insurance` - Connection type: `nikohealth` - External effect: `write` - Inputs: `insurance_id` - Outputs: `success`, `error` Perform Deactivate Insurance through NikoHealth. ### [Download Patient Document](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_download_patient_document.md) - Handler: `nikohealth_download_patient_document` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_document_id`, `document` - Outputs: `success`, `status`, `document_id`, `niko_patient_document_id`, `downloaded`, `was_existing`, `title`, `sha256`, `size`, `error` Perform Download Patient Document through NikoHealth. ### [Fill Insurance Details From Eligibility](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_fill_insurance_details_from_eligibility.md) - Handler: `nikohealth_fill_insurance_details_from_eligibility` - Connection type: `nikohealth` - External effect: `write` - Inputs: `insurance_id`, `eligibility_result`, `coinsurance_service_codes`, `dry_run` - Outputs: `success`, `insurance_id`, `updated_fields`, `skipped_fields`, `dry_run`, `error` Perform Fill Insurance Details From Eligibility through NikoHealth. ### [Find or Create Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_or_create_patient.md) - Handler: `nikohealth_find_or_create_patient` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `location_id`, `location_id_select`, `auto_update_existing_patient_fields`, `append_missing_phone_contacts`, `duplicate_match_mode`, `patient_genhealth_tag_id`, `patient_genhealth_tag_id_select`, `mark_signature_on_file`, `existing_patient_signature_date`, `overwrite_existing_signature_date`, `set_responsible_contact_to_self` - Outputs: `success`, `patient_id`, `first_name`, `last_name`, `birthday`, `is_new_patient`, `document_id`, `applied_patient_tag_ids`, `patient_tag_writeback_status`, `patient_tag_warning`, `patient_check_status`, `ambiguous_patient_match`, `ambiguous_patient_match_tag_id`, `responsible_contact_updated`, `error` Perform Find or Create Patient through NikoHealth. ### [Find Patients](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_find_patients.md) - Handler: `nikohealth_find_patients` - Connection type: `nikohealth` - External effect: `read` - Inputs: `lookback_hours`, `created_from`, `created_to`, `timezone`, `page_size`, `max_pages`, `record_limit`, `sort_expression`, `tag_ids`, `tag_names`, `exclude_tag_ids`, `exclude_tag_names` - Outputs: `success`, `patients`, `count`, `excluded_by_tag_count`, `unknown_tags`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `window_source`, `created_from`, `created_to`, `error` Perform Find Patients through NikoHealth. ### [Get Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_document_management_tags.md) - Handler: `nikohealth_get_document_management_tags` - Connection type: `nikohealth` - External effect: `read` - Inputs: `include_archived`, `page_size` - Outputs: `success`, `tags`, `count`, `error` Perform Get Document Management Tags through NikoHealth. ### [Get Fax Inbox Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_fax_tags.md) - Handler: `nikohealth_get_fax_tags` - Connection type: `nikohealth` - External effect: `read` - Inputs: `include_archived`, `page_size` - Outputs: `success`, `tags`, `count`, `error` Perform Get Fax Inbox Tags through NikoHealth. ### [Get Invoice Detail](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_hcpcs.md) - Handler: `nikohealth_get_order_hcpcs` - Connection type: `nikohealth` - External effect: `read` - Inputs: `claim_id`, `include_items`, `skip_if_empty` - Outputs: `success`, `order_id`, `patient_id`, `payer_id`, `patient_insurance_id`, `hcpcs_codes`, `hcpcs_items`, `claim_diagnosis_codes`, `items`, `count`, `payer_name`, `billing_provider`, `billing_provider_name`, `billing_provider_npi`, `has_prior_authorization`, `source_type`, `prior_authorizations`, `invoice`, `invoice_id`, `skipped`, `reason`, `error` Perform Get Invoice Detail through NikoHealth. ### [Get Order](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order.md) - Handler: `nikohealth_get_order` - Connection type: `nikohealth` - External effect: `read` - Inputs: `order_id`, `skip_if_empty` - Outputs: `success`, `skipped`, `order`, `reason`, `error` Perform Get Order through NikoHealth. ### [Get Order Cost Estimate HCPCS](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_cost_sharing.md) - Handler: `nikohealth_get_order_cost_sharing` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id`, `order_id`, `skip_if_empty` - Outputs: `success`, `skipped`, `reason`, `hcpcs_items`, `hcpcs_codes`, `count`, `error`, `error_type` Perform Get Order Cost Estimate HCPCS through NikoHealth. ### [Get Order Events](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_events.md) - Handler: `nikohealth_get_order_events` - Connection type: `nikohealth` - External effect: `read` - Inputs: `order_id`, `skip_if_empty` - Outputs: `success`, `skipped`, `events`, `count`, `reason`, `error` Perform Get Order Events through NikoHealth. ### [Get Order Items](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_items.md) - Handler: `nikohealth_get_order_items` - Connection type: `nikohealth` - External effect: `read` - Inputs: `order_id`, `skip_if_empty` - Outputs: `success`, `skipped`, `items`, `count`, `hcpcs_codes`, `hcpcs_items`, `order_item_ids_without_hcpcs`, `reason`, `error` Perform Get Order Items through NikoHealth. ### [Get Order Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_order_tags.md) - Handler: `nikohealth_get_order_tags` - Connection type: `nikohealth` - External effect: `read` - Outputs: `success`, `tags`, `count`, `error` Perform Get Order Tags through NikoHealth. ### [Get Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient.md) - Handler: `nikohealth_get_patient` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `patient`, `error` Perform Get Patient through NikoHealth. ### [Get Patient Authorizations](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_authorizations.md) - Handler: `nikohealth_get_patient_authorizations` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `authorizations`, `count`, `error` Perform Get Patient Authorizations through NikoHealth. ### [Get Patient Diagnoses](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_diagnoses.md) - Handler: `nikohealth_get_patient_diagnoses` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id`, `skip_if_empty` - Outputs: `success`, `diagnoses`, `icd_codes`, `count`, `skipped`, `reason`, `error`, `error_type` Perform Get Patient Diagnoses through NikoHealth. ### [Get Patient Documents](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_documents.md) - Handler: `nikohealth_get_patient_documents` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id`, `document_type` - Outputs: `success`, `documents`, `count`, `error` Perform Get Patient Documents through NikoHealth. ### [Get Patient Insurance](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_insurance.md) - Handler: `nikohealth_get_patient_insurance` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id`, `insurance_id`, `payer_id` - Outputs: `success`, `insurance`, `insurances`, `count`, `error`, `error_type` Perform Get Patient Insurance through NikoHealth. ### [Get Patient Notes](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_notes.md) - Handler: `nikohealth_get_patient_notes` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `notes`, `count`, `error` Perform Get Patient Notes through NikoHealth. ### [Get Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_patient_tags.md) - Handler: `nikohealth_get_patient_tags` - Connection type: `nikohealth` - External effect: `read` - Outputs: `success`, `tags`, `count`, `error` Perform Get Patient Tags through NikoHealth. ### [Get Prescription Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescription_details.md) - Handler: `nikohealth_get_prescription_details` - Connection type: `nikohealth` - External effect: `read` - Inputs: `prescription_id` - Outputs: `success`, `prescription`, `error` Perform Get Prescription Details through NikoHealth. ### [Get Prescriptions](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_prescriptions.md) - Handler: `nikohealth_get_prescriptions` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `prescriptions`, `count`, `error` Perform Get Prescriptions through NikoHealth. ### [Get Resupply Programs](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_get_resupply_programs.md) - Handler: `nikohealth_get_resupply_programs` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id` - Outputs: `success`, `programs`, `error` Perform Get Resupply Programs through NikoHealth. ### [List Billing Claims](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_billing_claims.md) - Handler: `nikohealth_list_billing_claims` - Connection type: `nikohealth` - External effect: `read` - Inputs: `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `page_size`, `max_pages` - Outputs: `success`, `items`, `count`, `pages_fetched`, `truncated_by_max_pages`, `statuses`, `sales_type`, `sort`, `created_from`, `created_to`, `error` Perform List Billing Claims through NikoHealth. ### [List Document Management Uploads](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_document_management_docs.md) - Handler: `nikohealth_list_document_management_docs` - Connection type: `nikohealth` - External effect: `read` - Inputs: `page_size`, `page_index`, `sort`, `processed_tag_id` - Outputs: `success`, `items`, `count`, `page_index`, `has_more`, `error` Perform List Document Management Uploads through NikoHealth. ### [List Fax Inbox](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_fax_inbox.md) - Handler: `nikohealth_list_fax_inbox` - Connection type: `nikohealth` - External effect: `read` - Inputs: `page_size`, `max_pages`, `date_from`, `date_to`, `status`, `sort_expression`, `require_complete` - Outputs: `success`, `faxes`, `count`, `pages_fetched`, `truncated`, `error` Perform List Fax Inbox through NikoHealth. ### [List Users / Assignees](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_list_assignees.md) - Handler: `nikohealth_list_assignees` - Connection type: `nikohealth` - External effect: `read` - Outputs: `success`, `users`, `count`, `error` Perform List Users / Assignees through NikoHealth. ### [Match Order Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_match_order_products.md) - Handler: `nikohealth_match_order_products` - Connection type: `nikohealth` - External effect: `read` - Inputs: `document_id`, `patient_id` - Outputs: `success`, `matches`, `has_ambiguous`, `has_generic`, `preview_text`, `failure_category`, `review_reason`, `message`, `error` Perform Match Order Products through NikoHealth. ### [Push Diagnosis Codes to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_diagnosis_codes.md) - Handler: `nikohealth_sync_diagnosis_codes` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `document_id` - Outputs: `success`, `synced`, `updated`, `already_present`, `icd_codes_found`, `error` Perform Push Diagnosis Codes to Patient through NikoHealth. ### [Push Insurance to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_sync_insurance.md) - Handler: `nikohealth_sync_insurance` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `document_id` - Outputs: `success`, `status`, `synced_count`, `skipped_count`, `policies_found`, `already_present_count`, `unmapped_count`, `failed_count`, `failure_reasons`, `error` Perform Push Insurance to Patient through NikoHealth. ### [Quick-Ship From Inventory](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_quick_ship_from_inventory.md) - Handler: `nikohealth_quick_ship_from_inventory` - Connection type: `nikohealth` - External effect: `irreversible` - Inputs: `order_id`, `patient_id`, `source_location_id`, `shipped_date`, `equipment_statuses`, `location_type_ids` - Outputs: `success`, `order_id`, `patient_id`, `shipped_item_ids`, `skipped_already_shipped_item_ids`, `failure_category`, `retryable`, `error` Perform Quick-Ship From Inventory through NikoHealth. ### [Run Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_eligibility_check.md) - Handler: `nikohealth_run_eligibility_check` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `niko_insurance_id`, `force_resubmit`, `enabled`, `skip_reason`, `update_insurance_status_without_local_policy` - Outputs: `success`, `status`, `skipped`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message` Perform Run Eligibility Check through NikoHealth. ### [Run Policy Eligibility Check](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_run_policy_eligibility_check.md) - Handler: `nikohealth_run_policy_eligibility_check` - Connection type: `nikohealth` - External effect: `write` - Inputs: `insurance_policy_id`, `niko_insurance_id`, `force_resubmit` - Outputs: `success`, `status`, `is_eligible`, `alerts`, `transaction_id`, `eligibility_result`, `insurance_policy_id`, `niko_insurance_id`, `insurance_status_updated`, `status_update_skipped_reason`, `error`, `error_message` Perform Run Policy Eligibility Check through NikoHealth. ### [Search Orders](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_orders.md) - Handler: `nikohealth_search_orders` - Connection type: `nikohealth` - External effect: `read` - Inputs: `patient_id`, `require_patient_id`, `status`, `lookback_hours`, `created_from`, `created_to`, `timezone`, `order_types`, `page_size`, `max_pages`, `record_limit`, `sort_expression`, `exclude_tag_ids`, `exclude_tag_names`, `hydrate_details`, `require_complete`, `default_on_error` - Outputs: `success`, `orders`, `count`, `excluded_by_tag_count`, `truncated_by_record_limit`, `pages_fetched`, `truncated_by_page_cap`, `details_hydrated`, `window_source`, `created_from`, `created_to`, `defaulted`, `reason`, `error` Perform Search Orders through NikoHealth. ### [Search Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_patient.md) - Handler: `nikohealth_search_patient` - Connection type: `nikohealth` - External effect: `read` - Inputs: `first_name`, `last_name`, `date_of_birth`, `full_address`, `tags`, `created_from`, `created_to`, `sort_by`, `sort_descending`, `page_size`, `page_index` - Outputs: `patients`, `count`, `sort_expression`, `unknown_tags`, `error` Perform Search Patient through NikoHealth. ### [Search Payers](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_payers.md) - Handler: `nikohealth_search_payers` - Connection type: `nikohealth` - External effect: `read` - Inputs: `search_term` - Outputs: `success`, `payers`, `count`, `error` Perform Search Payers through NikoHealth. ### [Search Products](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_search_products.md) - Handler: `nikohealth_search_products` - Connection type: `nikohealth` - External effect: `read` - Inputs: `search_term`, `hcpcs_code` - Outputs: `success`, `products`, `count`, `error` Perform Search Products through NikoHealth. ### [Submit Claim](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_submit_claim.md) - Handler: `nikohealth_submit_claim` - Connection type: `nikohealth` - External effect: `irreversible` - Inputs: `claim_id`, `skip_if_empty`, `dry_run` - Outputs: `success`, `skipped`, `dry_run`, `is_electronically_submitted`, `message`, `reason`, `error` Perform Submit Claim through NikoHealth. ### [Tag Patient with Referral Source](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_apply_referral_source_tag.md) - Handler: `nikohealth_apply_referral_source_tag` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `niko_patient_id` - Outputs: `success`, `verdict`, `extracted_name`, `matched_tag_name`, `matched_tag_id`, `matched_tag_ids`, `document_id`, `error` Perform Tag Patient with Referral Source through NikoHealth. ### [Update Claim Line Quantities](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_claim_line_quantities.md) - Handler: `nikohealth_update_claim_line_quantities` - Connection type: `nikohealth` - External effect: `write` - Inputs: `claim_id`, `line_updates`, `dry_run`, `skip_if_empty` - Outputs: `success`, `skipped`, `dry_run`, `claim_id`, `corrections`, `changed_count`, `refused_count`, `refusals`, `verified`, `message`, `error`, `error_type` Perform Update Claim Line Quantities through NikoHealth. ### [Update Document Management Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_document_management_tags.md) - Handler: `nikohealth_update_document_management_tags` - Connection type: `nikohealth` - External effect: `write` - Inputs: `document_id`, `tag_ids` - Outputs: `success`, `document_id`, `error` Perform Update Document Management Tags through NikoHealth. ### [Update Fax Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_fax_tags.md) - Handler: `nikohealth_update_fax_tags` - Connection type: `nikohealth` - External effect: `write` - Inputs: `fax_id`, `tag_ids`, `tag_ids_select`, `mode` - Outputs: `success`, `mode`, `tag_ids`, `error` Perform Update Fax Tags through NikoHealth. ### [Update Insurance Details](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_insurance_details.md) - Handler: `nikohealth_update_insurance_details` - Connection type: `nikohealth` - External effect: `write` - Inputs: `insurance_id`, `in_network_individual_calendar_year_deductible`, `in_network_individual_remaining_deductible`, `in_network_individual_out_of_pocket_max`, `in_network_individual_out_of_pocket_remaining`, `in_network_individual_coinsurance`, `in_network_individual_copay`, `in_network_family_calendar_year_deductible`, `in_network_family_remaining_deductible`, `in_network_family_out_of_pocket_max`, `in_network_family_out_of_pocket_remaining`, `out_of_network_individual_calendar_year_deductible`, `out_of_network_individual_remaining_deductible`, `out_of_network_individual_out_of_pocket_max`, `out_of_network_individual_out_of_pocket_remaining`, `out_of_network_individual_coinsurance`, `out_of_network_individual_copay`, `out_of_network_family_calendar_year_deductible`, `out_of_network_family_remaining_deductible`, `out_of_network_family_out_of_pocket_max`, `out_of_network_family_out_of_pocket_remaining` - Outputs: `success`, `insurance_id`, `updated_fields`, `error` Perform Update Insurance Details through NikoHealth. ### [Update Order State](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_state.md) - Handler: `nikohealth_update_order_state` - Connection type: `nikohealth` - External effect: `write` - Inputs: `order_id`, `status`, `tags` - Outputs: `success`, `error` Perform Update Order State through NikoHealth. ### [Update Order Tags By Name](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_order_tags_by_name.md) - Handler: `nikohealth_update_order_tags_by_name` - Connection type: `nikohealth` - External effect: `write` - Inputs: `order_id`, `remove_tag_names`, `add_tag_names`, `skip_if_empty`, `best_effort` - Outputs: `success`, `status`, `skipped`, `order_id`, `tag_ids`, `added_tag_ids`, `removed_tag_ids`, `missing_tag_names`, `failure_reason`, `error` Perform Update Order Tags By Name through NikoHealth. ### [Update Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient.md) - Handler: `nikohealth_update_patient` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `first_name`, `last_name`, `date_of_birth`, `phone`, `email` - Outputs: `success`, `patient_id`, `error` Perform Update Patient through NikoHealth. ### [Update Patient Tags](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_patient_tags.md) - Handler: `nikohealth_update_patient_tags` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `tag_ids`, `tag_ids_select`, `clear_when_empty` - Outputs: `success`, `skipped`, `error` Perform Update Patient Tags through NikoHealth. ### [Update Signature Status](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_update_signature_status.md) - Handler: `nikohealth_update_signature_status` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `signature_status` - Outputs: `success`, `skipped`, `error` Perform Update Signature Status through NikoHealth. ### [Upload Document to Patient](https://genhealth.ai/docs/workflows/integrations/nikohealth/nikohealth_upload_document.md) - Handler: `nikohealth_upload_document` - Connection type: `nikohealth` - External effect: `write` - Inputs: `patient_id`, `document_id`, `s3_key`, `s3_uri`, `filename`, `sha256`, `content_type`, `document_type`, `enabled`, `skip_if_missing_source`, `delete_source_artifact_after_upload` - Outputs: `success`, `status`, `uploaded`, `skipped`, `document_id`, `patient_id`, `patient_document_id`, `workflow_artifact_deleted`, `s3_key`, `filename`, `error` Perform Upload Document to Patient through NikoHealth.